Ivy Asset Management

Industry: Company

Description

Headquarters: Overland Park, KS Founded: 2002 Parent organization: Waddell & Reed Subsidiary: IVY FUNDS DISTRIBUTOR, INC.

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Ivy Asset Management Employees

Employee
Years
Job
Industry
Shuozhan Zhao Shuozhan Zhao Athens, Ohio Details
Shuozhan Zhao's Ivy Asset Management Experience March 2012 - June 2012
Job Student at Ohio University
Industry Financial Services
Experience
Ivy Asset Management   March 2012 - June 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting

Education
Ohio University   2012 — 2014
Master of Financial Economics, Finance, General

Shanghai Finance University   2008 — 2012
Bachelor's degree, International Finance

Charles L. Johnson Charles L. Johnson Greater New York City Area Details
Charles L. Johnson's Ivy Asset Management Experience November 2007 - May 2008
Job President / CIO, Lynnwood Technologies LLC
Industry Information Technology and Services
Experience
Lynnwood Technologies LLC / Lynnwood Technologies Nigeria Ltd.   October 2007 - Present
PwC Strategy&, Inc.   April 2013 - July 2014
Victor Techologies, LLC   March 2012 - December 2012
RevNet LLC   January 2011 - November 2011
Bloomberg  August 2010 - May 2011
Cerberus Capital Management  August 2009 - June 2010
Ann Taylor, Inc.   June 2008 - January 2009
Ivy Asset Management   November 2007 - May 2008
Redcats USA  February 2002 - November 2007
Consultant DBA   March 1996 - January 2002

Skills
IT Strategy, Enterprise Data..., SQL Server, Project Management, Distributed Application..., Global Software..., International Project..., West African Business, High Performance..., Business Intelligence, Data Warehousing, Performance Evaluation..., Data-Driven Business..., Microsoft SQL Server, Distributed Applications, Communications Audits, Data-driven, Software Development, Enterprise Architecture, Databases, SDLC, ETL, Visio, Outsourcing, Disaster Recovery, Consulting, IT Management, Business Analysis, SQL, Data Center, Vendor Management, Strategy

Education
University of California, Irvine - College of Medicine   1978 — 1982
MD, Medicine

University of California, Irvine   1975 — 1978
BS, Biology

Jacob Jojan Jacob Jojan Greater New York City Area Details
Jacob Jojan's Ivy Asset Management Experience November 2005 - February 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  March 2013 - Present
Credit Suisse  January 2012 - March 2013
Soros Fund Management  October 2010 - January 2012
Citi  February 2010 - October 2010
Ivy Asset Management   November 2005 - February 2010
CIGNA  March 2004 - November 2005
Satyam  2000 - 2005
Health care authority, Washington   2002 - March 2004
Healthaxis  2000 - 2002

Skills
WCF, WPF, C#, ASP.NET MVC, VB.NET, SSRS, Microsoft SQL Server, Web Services, .NET, ASP.NET, ADO.NET, XML, Enterprise Architecture, Agile Methodologies, MongoDB, MVVM, REST, LINQ, Oracle, Software Development, Java

Education
Bharathiar University   1995 — 1999
Bachelor of Engineering, Computer Science

Adam P Tashman, PhD, PRM Adam P Tashman, PhD, PRM Greater Boston Area Details
Adam P Tashman, PhD, PRM's Ivy Asset Management Experience January 2007 - September 2008
Job Head of Analytics at FinMason, Inc.
Industry Research
Experience
FinMason, Inc.   May 2014 - Present
Yahoo!  January 2012 - Present
Renal Research Institute / Fresenius Medical Care   May 2008 - Present
Rogosin Institute / NewYork-Presbyterian Hospital   August 2012 - Present
Royal Bank of Scotland  February 2013 - May 2014
Citigroup  October 2010 - February 2013
University of California, Santa Barbara  July 2008 - September 2010
Ivy Asset Management   January 2007 - September 2008
Patriarch Partners  January 2002 - November 2002
Merrill Lynch  March 2000 - December 2001

Skills
R, Statistical Modeling, Monte Carlo Simulation, SAS, Matlab, Time Series Analysis, VBA, Statistics, Predictive Modeling, Portfolio Optimization, Bloomberg, C++, Derivatives, Algorithms, Medical Statistics, Financial Risk, Mathematica, Portfolio Management, Quantitative Analytics, Market Risk, Hedge Funds, Python, Analytics, Machine Learning, Credit Risk, SQL, Stress Testing, VaR, Basel II, Basel III, PostgreSQL, Quantitative Finance, SaaS, Cloud Computing

Education
Stony Brook University   2003 — 2006
PhD, Applied Mathematics and Statistics

Columbia University in the City of New York   1999 — 2000
MA, Mathematics with a Specialization in the Mathematics of Finance

University of Virginia   1995 — 1999
BA, Mathematics

Smithtown High School

Kimberly Wright Backus, CFA Kimberly Wright Backus, CFA Newport Beach, California Details
Kimberly Wright Backus, CFA's Ivy Asset Management Experience 2004 - 2005
Job Research Affiliates, LLC
Industry Investment Management
Experience
Research Affiliates  2013 - Present
San Francisco Bay Area  2008 - 2013
Cypress Management LP   2005 - 2008
Ivy Asset Management   2004 - 2005
Dragon Global Investors   2003 - 2004
Hewlett-Packard Co.  2000 - 2002
Citigroup  1996 - 2000

Skills
Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Valuation, Hedge Funds, Venture Capital, Investment Banking, Derivatives, Bonds, Structured Finance, Hedging, Mergers & Acquisitions, Investment Management, Mutual Funds, Equity Research, Capital Markets, Fund Of Funds, Private Equity, Options, Investment Strategies, Emerging Markets, Client Development, Corporate Development, Distressed Debt, Latin America, Credit Analysis, Capital Structure, Investment Advisory, Strategic Alliances, Asset Allocation, Manager Selection, Global Investment..., Product Development, Smart Beta

Education
Harvard Business School

Northwestern University - Kellogg School of Management

New York University - Leonard N. Stern School of Business

Stanford University

Harvard Business School
Master of Business Administration (MBA), Finance Concentration

Rhodes College
Bachelor of Arts (BA), Economics, Minor in Spanish

Rhodes College
Bachelor of Arts (BA), Accounting and Business/Management

Universidad Complutense de Madrid
Economics, Art, Literature

Jessica Martins Jessica Martins New York, New York Details
Jessica Martins's Ivy Asset Management Experience September 2007 - January 2009
Job Investment Associate
Industry Investment Management
Experience
John Lang, Inc.   April 2009 - Present
Ivy Asset Management   September 2007 - January 2009

Skills
Alternative Investments, Asset Management, Fund Of Funds, Hedge Funds, Investment Management, Asset Allocation, Bloomberg, Investment Strategies, Portfolio Management, Private Equity

Education
Long Island University, C.W. Post Campus   2011 — 2013
Master's degree, Accounting

Long Island University, C.W. Post Campus   2004 — 2008
Bachelor's degree, International Business

Alice Vecchione Alice Vecchione Greater New York City Area Details
Alice Vecchione's Ivy Asset Management Experience August 2009 - October 2010
Job AVPSenior Portfolio Analyst at Ivy Asset Management
Industry Investment Management
Experience
Joseph G Boyce CPA PC   February 2011 - Present
Ivy Asset Management   August 2009 - October 2010
Ivy Asset Management   February 2003 - August 2009
Marcum & Kliegman LLP  February 2001 - November 2002
Margolin, Winer & Evens LLP   January 1996 - January 2001

Skills
Certified Public...

Education
Hofstra University   1989 — 1991
Bachelor of Business Administration (BBA), Accounting

Nassau Community College   1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Sabrina (DeOliveira) Vazquez Sabrina (DeOliveira) Vazquez Greater New York City Area Details
Sabrina (DeOliveira) Vazquez's Ivy Asset Management Experience 2006 - 2009
Job Vice President of Global Support Services at AvePoint
Industry Computer Software
Experience
AvePoint  November 2009 - Present
Ivy Asset Management   2006 - 2009

Skills
Salesforce.com, SQL, Professional Services, SharePoint, Cloud Computing, SaaS, Technical Support, Business Intelligence, Microsoft Office..., Microsoft SQL Server, Enterprise Content..., Direct Sales, Strategic Partnerships, Solution Selling, CRM, Enterprise Software, Account Management, Windows Server

Education
Adelphi University   2003 — 2007
BS, Computer Mangement Information Systems

Michelle Buckles Michelle Buckles San Francisco Bay Area Details
Michelle Buckles's Ivy Asset Management Experience 2002 - 2006
Job Director of Sustainable Finance at Rainforest Alliance
Industry International Trade and Development
Experience
Rainforest Alliance  January 2013 - Present
ImpactAssets  September 2012 - November 2012
Verde Ventures, Conservation International   March 2012 - September 2012
TechnoServe  2009 - 2011
Cogo Wolf Asset Management   2008 - 2008
International Travel  2006 - 2007
Ivy Asset Management   2002 - 2006
Banc of America Securities (formerly Montgomery Securities)   1999 - 2001

Skills
Impact Investing, SME Development, Strategic Partnerships, Credit, Transaction, Loans, Agriculture, Rural Development, Guarantees, Value Chain Analysis, Negotiation, Coffee, Stakeholder Relations, Public-private..., Sub-Saharan Africa, East Africa, Peru, Ethiopia Banking, Burma/Myanmar, Public/private..., SME development, Investments, Strategy, Marketing, Finance, Due Diligence, Africa, NGOs

Education
University of California, Berkeley - Walter A. Haas School of Business
MBA

SGB Impact Investing Seminar, ANDE
June 2012

Value Chain Finance, MDF Training and Consultancy
June 2010, Ede, Netherlands

Indiana University - Kelley School of Business
B.S.

Hawken School
Gates Mills, Ohio

Bob Meschi, CFA Bob Meschi, CFA Greater New York City Area Details
Bob Meschi, CFA's Ivy Asset Management Experience 1997 - 2007
Job Independent Director
Industry Investment Management
Experience
Intertrust Group (formerly Walkers Management Services)   2011 - Present
Sciens Capital Management  2007 - 2010
Ivy Asset Management   1997 - 2007
Financial World Magazine  1994 - 1995

Skills
Hedge Funds, Fund Of Funds, Investments, Portfolio Management, Alternative Investments, Due Diligence, Mutual Funds, Institutional..., Finance, Operational Due..., Event Driven, Corporate Governance, Asset Management, Restructuring, Separately Managed..., Registered Investment..., Long/Short Equity, M&A experience, Risk Management, Investment Strategies, Investment Management, Board of Directors, Valuation, Audit Committee, Board of Director..., Incubation, Investment Committee, Manager of Managers, Non-Executive Director, Offshore Funds, Chartered Financial..., Equities

Education
Hofstra University   1995 — 1996
MBA, Finance

Siena College   1990 — 1994
B.S., Finance

St. Anthony's High School, South Huntington, NY   1986 — 1990
High School

Sam Dubinsky Sam Dubinsky Greater New York City Area Details
Sam Dubinsky's Ivy Asset Management Experience August 2002 - March 2004
Job Senior Analyst at Carlson Capital, L.P.
Industry Research
Experience
Carlson Capital, L.P.   May 2015 - Present
Wells Fargo  March 2010 - May 2015
Oppenheimer & Co.   March 2004 - January 2010
Ivy Asset Management   August 2002 - March 2004

Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking

Education
New York University   1998 — 2002

Northern Highlands   1994 — 1998

Northern Highlands Regional High School   1994 — 1998

Norah Montalbano Norah Montalbano Greater New York City Area Details
Norah Montalbano's Ivy Asset Management Experience 2006 - 2009
Job Business Analyst Consultant at
Industry Financial Services
Experience
Bank Leumi  October 2009 - Present
Morgan Stanley Dean Witter  June 2009 - Present
Integrated Solutions  June 1984 - Present
Integrated Solutions  June 1984 - Present
Genesis10  2009 - 2010
Ivy Asset Management   2006 - 2009
Citigroup (Citibank)   1978 - 2006
Citigroup  1975 - 2006
Lambda Technology   1979 - 1984
Lambda Technology   1979 - 1984

Education
Queens College
BS, Mathematics

Seamus Cheung Seamus Cheung Saratoga Springs, New York Details
Seamus Cheung's Ivy Asset Management Experience June 2014 - July 2014
Job Student at Skidmore College
Industry
Experience
CLSA  August 2014 - August 2014
Ivy Asset Management   June 2014 - July 2014
CIMB  July 2013 - August 2013
Deloitte Touche Tohmatsu Hong Kong SAR   June 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
Skidmore College   2012 — 2016
Bachelor's Degree, Business Administration and Management, General

Christopher Heinrich Christopher Heinrich Greater New York City Area Details
Christopher Heinrich's Ivy Asset Management Experience January 2006 - April 2013
Job Senior Software Engineer | Senior .NET Developer | Team Lead
Industry Information Technology and Services
Experience
Angelo, Gordon & Co.   April 2013 - Present
Ivy Asset Management   January 2006 - April 2013
SAC Capital  February 2005 - December 2005
Prism Visual Software   November 2000 - January 2005
Foodservice.com   June 1998 - October 2000
Grant Thornton LLP  February 1996 - May 1998
Price Waterhouse Coopers  August 1995 - December 1995
Arthur Andersen LLP  January 1994 - August 1995
Hewitt Associates  May 1993 - August 1993

Skills
.NET, C#, VB.NET, Java, ASP.NET, ASP.NET MVC, WinForms, WPF, WCF, JavaScript, jQuery, Hedge Funds, Asset Management, Software Development, Microsoft SQL Server, SQL, SDLC, .NET CLR, OLAP, Analysis Services, Oracle SQL, C++, Delphi, HTML, XML, XML Schema, SSRS, Field Force Automation, CRM, Data Warehousing, Business Intelligence, Data Warehouse..., Scrum, SSIS, T-SQL, Web Services, LINQ, Investments

Education
Northern Illinois University   1992 — 1993
Master of Science (M.S.), Computer Science

Northern Illinois University - College of Business   1988 — 1992
Bachelor of Science (B.S.), Accountancy

Pecatonica High School   1984 — 1988
Diploma, Business

Margarita M. Bauer Margarita M. Bauer Greater New York City Area Details
Margarita M. Bauer's Ivy Asset Management Experience May 2005 - July 2009
Job Accounting Manager at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management  August 2009 - Present
Ivy Asset Management   May 2005 - July 2009
Ivy Asset Management   June 2002 - April 2005

Skills
Fund Of Funds, Investments, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Portfolio Management, Bloomberg, Asset Managment, Microsoft Excel, Time Management, Accounting

Education
Adelphi University   1998 — 2001
Bachelor, Business Administration

Theresa Muller Theresa Muller Richmond, Virginia Area Details
Theresa Muller's Ivy Asset Management Experience May 2001 - May 2010
Job Compliance Consultant & Para Legal at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC  March 2013 - Present
Wealthcare Capital Management  October 2010 - March 2013
Ivy Asset Management   May 2001 - May 2010
Delta Funding  March 1999 - May 2001
Astoria Federal Savings  October 1996 - December 1998

Skills
Fund Of Funds, Securities, Hedge Funds, SEC, Alternative Investments, FINRA, Paralegals, Fund Administration, Financial Services, Asset Management, Compliance, Code of Ethics, Offshore Funds, AML, Project Management, Investments, Chief Compliance Officer, Customer Service, Risk Management, Anti Money Laundering

Education
Hofstra University - School of Continuing Education   2004 — 2004
Certificate, Paralegal Studies

James Madison University   1985 — 1987
BBA, Business Management

Kathryn Ohlrogge Kathryn Ohlrogge Greater New York City Area Details
Kathryn Ohlrogge's Ivy Asset Management Experience January 2004 - December 2008
Job Blue Sky Administrator at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  May 2012 - Present
Ivy Asset Management Corp  January 2009 - October 2010
Ivy Asset Management   January 2004 - December 2008
Ivy Asset Management   August 2000 - December 2003
First Empire Securities, Inc  January 1998 - July 2000
Long Island Savings Bank  August 1988 - December 1997

Skills
Problem Solving, Time Management, Process Improvement, Procedure Development, Project Execution, Hedge Funds, Investments, Excel, Asset Management, Compliance, Customer Relations, Microsoft Office, Bloomberg, Microsoft Excel, Data Analysis, Project Management, Finance, Asset Managment, Management, Customer Service, Analysis

Education
Suffolk County Community College
AAS, Business Administration

Andrew Weiser Andrew Weiser Uniondale, New York Details
Andrew Weiser's Ivy Asset Management Experience January 2010 - June 2014
Job Compliance Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  June 2014 - Present
Ivy Asset Management   January 2010 - June 2014
L Plus LLC   July 2010 - December 2010
Credit Suisse  September 2008 - December 2009
BigLion.com   October 2000 - December 2009
Ivy Asset Management   October 1998 - October 2000
KPMG  September 1996 - October 1998

Skills
Hedge Funds, CPA, Accounting, Financial Accounting, Alternative Investments, Fund Accounting, Financial Analysis, Asset Management, Alternative Assets, Fund Of Funds, Financial Services, Financial Markets, Financial Audits, Financial Statement..., Financial Statements, GAAP, Entrepreneurship, Start-ups, Budgets, Budget Process, Non-profit Volunteer, Consolidated Financial..., Operating Budgets, Budget Reconciliation, Controllership Functions, Allocations, Reconciling Reports, G/L Analysis, G/L Reconciliations, General Ledger..., General Journal, Treasurers, Financial System..., Multi-currency..., Foreign Currency..., Monthly Close, Financial Close Process, Microsoft Excel, Pivot Tables, V Lookups, Spreadsheets, Microsoft Word, PowerPoint, Sports Coaching, Eagle Scout, Camping, Fantasy Baseball, Golf, Softball, Ultimate Frisbee

Education
Hofstra University   1995 — 1996
MBA, Accounting

Binghamton University - School of Management   1988 — 1992
BS in Management, Finance

W.T. Clarke

Cristina Negron Cristina Negron Greater New York City Area Details
Cristina Negron's Ivy Asset Management Experience July 2008 - Present
Job Health Coach at Breakthroughs to Fitness
Industry Health, Wellness and Fitness
Experience
Breakthroughs to Fitness   March 2010 - Present
Ivy Asset Management   July 2008 - Present
Total Body Wellness NY   June 2008 - Present
Clear Channel Entertainment  2001 - 2004

Education
Five Towns College   1996 — 2000
Bachelors, Business Administration

Hofstra University
Personal Fitness Trainer

The Institute For Integrative Nutrition
Certification, Holistic Health Counseling

Anil Babbar Anil Babbar New York, New York Details
Anil Babbar's Ivy Asset Management Experience January 2002 - March 2004
Job Principal at Metamorphic Group
Industry Investment Management
Experience
Metamorphic Group   April 2012 - Present
ASA Capital Partners, LLC   June 2008 - Present
Sher Media Partners   September 2011 - Present
Tacticus Capital LLC   May 2008 - August 2010
Morgan Stanley  March 2006 - November 2007
Credit Suisse  March 2004 - April 2006
Ivy Asset Management   January 2002 - March 2004
2Mobilize, Inc.   August 2000 - January 2002
ING Barings (ING Bank)   August 1996 - August 2000

Skills
Hedge Funds, Structuring, Structured Products, Derivatives, Private Equity, Origination, Product Development, Alternative Investments, Investments, Fund Of Funds, Venture Capital, Due Diligence, Asset Management, Fixed Income, Portfolio Management, Investor Relations, Investment Strategies, Real Estate Investment, Financial Structuring, Investment Properties, Real Estate, Asset Managment, Structured Finance, Emerging Markets, Investment Management, Investment Banking, Securities, Loan Origination

Education
Boston University School of Law
JD, Law

New York University, Stern School of Business
B.S., Dual Major: Economics & International Business, Minor: Political Science

David Cru, Ph.D. David Cru, Ph.D. Greater New York City Area Details
David Cru, Ph.D.'s Ivy Asset Management Experience October 2005 - January 2011
Job Vice President in Client Portfolio Risk and Margining
Industry Investment Management
Experience
Morgan Stanley  April 2014 - Present
Novus Partners, Inc.   June 2013 - January 2014
Novus Partners  January 2012 - June 2013
Axiom Services Group   August 2010 - January 2012
Ivy Asset Management   October 2005 - January 2011
Village of Hastings on Hudson  June 2000 - October 2005

Skills
Time Series Analysis, C#, Quantitative Research, Portfolio Optimization, Quantitative Finance, Hedge Funds, SAS, Analytics, Data Analysis, Statistics, Market Risk, Risk Management, Analysis, Matlab, Econometrics, Financial Risk, VBA, Quantitative Analytics, Bloomberg, Financial Modeling, Alternative Investments, Fixed Income, Derivatives, Trading Systems, Equities, Asset Management, Stress Testing, Valuation, Portfolio Management, Simulations

Education
Stony Brook University   2003 — 2010
Ph.D., Applied Mathematics and Statistics

Stony Brook University   2003 — 2004
MS, Applied Mathematics and Statistics

Rensselaer Polytechnic Institute   1998 — 2002
B.S, Information Technology

Cherice Toney Cherice Toney Greater New York City Area Details
Cherice Toney's Ivy Asset Management Experience January 2005 - June 2008
Job Human Resources Manager at ASI System Integration
Industry Human Resources
Experience
Special Education Associates, Inc.   March 2015 - June 2015
ASI System Integration  August 2014 - November 2014
GreenHouse Eco Cleaning LLC   February 2011 - July 2014
Friends of Crown Heights Day Care Center   July 2008 - February 2011
Crown Nursing & Rehabilitation Center   April 2009 - October 2009
Ivy Asset Management   January 2005 - June 2008
Kids Headquarters  October 2004 - January 2005
Atlantic Trust  December 2002 - May 2004
Nomura Securities  March 2001 - November 2002

Skills
Human Resources, Employee Relations, Personnel Management, HRIS, HR Consulting, HR Policies, Strategic HR, HR Software, PeopleSoft, People Skills, People Development, Employee Training, Employee Management, Employee Handbooks, Talent Management, Performance Management, Talent Acquisition, Resume Writing, Leadership, Training, Management, Recruiting

Education
Long Island University, Brooklyn Campus   2001 — 2003
MS, Human Resource Management

University of Vermont   1996 — 2000
BS, Human Resource Management

Beth Glorioso Beth Glorioso Greater New York City Area Details
Beth Glorioso's Ivy Asset Management Experience November 2001 - January 2009
Job
Industry Photography
Experience
Ivy Asset Management   November 2001 - January 2009
Standard & Poor's   September 2000 - October 2001
AFTRA Health & Retirement Funds   July 1998 - September 2001

Education
University of Florida   1994 — 1997
BS, Psychology, Criminal Justice

Elisabetta D'Aleo Elisabetta D'Aleo Greater New York City Area Details
Elisabetta D'Aleo's Ivy Asset Management Experience December 2006 - May 2007
Job Senior Analyst at Geller & Company
Industry Accounting
Experience
Geller & Company  April 2013 - Present
AMC Networks  July 2011 - April 2013
Cablevision  July 2007 - July 2011
Ivy Asset Management   December 2006 - May 2007
Weiser, LLP  November 2004 - November 2006
The Whitmore Group  2000 - 2004

Skills
Accounting, Auditing, Budgets, Financial Analysis, Financial Statements, General Ledger, Journal Entries

Education
Hofstra University

Ken O'Connor Ken O'Connor New York, New York Details
Ken O'Connor's Ivy Asset Management Experience December 2007 - September 2008
Job Branch Chief at US Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission  September 2008 - Present
Ivy Asset Management   December 2007 - September 2008
US Securities and Exchange Commission  October 1999 - November 2007

Education
Long Island University, C.W. Post Campus   1994 — 1999
Bachelor of Science, Finance

Christopher M. Androvic Christopher M. Androvic Greater Chicago Area Details
Christopher M. Androvic's Ivy Asset Management Experience 2005 - 2007
Job Senior Director at Brookfield Asset Management
Industry Financial Services
Experience
Calamos Investments  October 2013 - Present
Brookfield Asset Management  September 2011 - February 2013
Pritzker Family Foundation, LLC   May 2004 - September 2012
Riverside Advisors, LLC   February 2010 - September 2011
Pentwater Capital Management  May 2007 - December 2009
Pentwater Capital Managment   May 2007 - July 2009
Ivy Asset Management   2005 - 2007
Grosvenor Capital Management  January 2000 - April 2004
Paloma Partners  January 1997 - January 2000

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Investments, Private Equity, Portfolio Management, Fixed Income, Equities, Asset Allocation, Capital Markets, Investment Strategies, Asset Management, Financial Markets, Risk Management, Commodity, Trading Systems, Trading, Capital

Education
Business UNIVERSITY OF FLORIDA   1991 — 1996
BS, Marketing and Public Relations

University of Florida   1991 — 1996
BS, Business

Joseph Burns Joseph Burns New York, New York Details
Joseph Burns's Ivy Asset Management Experience 2001 - 2010
Job Chief Operating Officer at TCS Capital Management
Industry Investment Management
Experience
TCS Capital Management   2013 - Present
Pulse Capital Partners   2010 - 2013
Ivy Asset Management   2001 - 2010
Private Family Office  2000 - 2001
Soros Fund Management  1998 - 2000
Capital Management Corporation   1994 - 1998

Education
Fordham University - Graduate School of Business Administration   1996 — 2000

Manhattanville College   1990 — 1994

Archbishop Molloy High School   1986 — 1990

Chioma Eze, CPA Chioma Eze, CPA Austin, Texas Details
Chioma Eze, CPA's Ivy Asset Management Experience 2006 - 2008
Job McCombs School of Business MBA Candidate, 2017
Industry Accounting
Experience
PwC  2015 - Present
Deloitte  September 2012 - 2015
Deloitte  October 2010 - September 2012
Adecco Group  June 2008 - May 2009
Ivy Asset Management   2006 - 2008
Credit Suisse  May 2007 - August 2007

Skills
US GAAP, SOX 404, Finance, Auditing, FERC, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Excel Models, Internal Controls, Financial Accounting, Accounting, Corporate Finance, Financial Reporting, Public Sector Accounting, Big 4

Education
The University of Texas at Austin - Red McCombs School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Supply Chain and Operations Management

UNC Chapel Hill   2009 — 2010
Master of Arts (MA), Accounting

Adelphi University   2004 — 2008
Bachelor of Science (B.S.), Finance and Economics, 3.75

Lisa Fasano Lisa Fasano Woodbury, New York Details
Lisa Fasano's Ivy Asset Management Experience 1995 - 1996
Job Licensed Realtor at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's International Realty  2014 - Present
Inhale Yoga   2002 - Present
ARI Group Corp   2002 - Present
Schonfeld Asset Management   2001 - 2002
Sterling Grace Capital Management   1996 - 2001
Ivy Asset Management   1995 - 1996
Home Insurance Company  1993 - 1995

Skills
Real Estate, Negotiation, Luxury, New Home Sales, Sellers, Referrals, Investment Properties, Buyers, Condos, First Time Home Buyers, First Time Home Sellers, Marketing, Relocation, Finance, Financial Analysis, Consulting, Training

Education
Iona College   1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, Computer Science

Aleksey Matiychenko, CFA,FRM,CAIA Aleksey Matiychenko, CFA,FRM,CAIA Greater New York City Area Details
Aleksey Matiychenko, CFA,FRM,CAIA's Ivy Asset Management Experience March 2003 - July 2008
Job Senior Partner & CEO at RiskAI, LLC/Hedge Fund Risk Monitor
Industry Investment Management
Experience
Risk-AI, LLC   July 2008 - Present
Hedge Fund Risk Monitor   July 2008 - Present
Ivy Asset Management   March 2003 - July 2008
JPMorgan  July 1997 - February 2003
Solomon Brothers Asset Management   1996 - 1996

Skills
Risk Management, Hedge Funds, Fund of Funds, Quantitative Research, Software Development, Alternative Investments, Programming, Risk, Quantitative Analysis, Investment Strategies, Asset Management, Portfolio Management, Quantitative Analytics, Fund Of Funds, Financial Risk, Asset Managment, Options, Investments, Derivatives, Capital Markets, Fixed Income, Asset Allocation, Securities, Mutual Funds, Equities, Equity Derivatives, Market Risk, Structured Finance, Financial Modeling, ETFs, Trading, Bloomberg, Investment Management, Commodity, Quantitative Finance, Financial Markets, Hedging, Investment Advisory, Equity Trading, Valuation, FX Options, Trading Systems, Emerging Markets, Investment Banking, Electronic Trading, Private Equity, Bonds, Equity Research, Finance, Global Macro

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA, Finance

Pace University - Lubin School of Business   1993 — 1997
BBA, International Management, Finance

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Joshua A. Levine Joshua A. Levine New York, New York Details
Joshua A. Levine's Ivy Asset Management Experience June 2006 - October 2006
Job Associate, J.P. Morgan Equity Research
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
UBS  June 2012 - August 2012
Nine Thirty Capital Management, LLC   February 2009 - June 2011
Rebus Partners LLC   July 2008 - February 2009
RiverPark Capital, LLC   October 2006 - July 2008
Ivy Asset Management   June 2006 - October 2006
Sandler O'Neill & Partners   May 2005 - August 2005
Royal Bank of Scotland  February 2005 - May 2005

Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds

Education
Cornell University - S.C. Johnson Graduate School of Management   2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management

Brandeis University   2002 — 2006
Bachelor of Arts, History & Business

Boston University London Internship   2005 — 2005
Business

John D. Rogers John D. Rogers New York, New York Details
John D. Rogers's Ivy Asset Management Experience August 2000 - March 2006
Job Managing Director at StormHarbour Partners LP
Industry Investment Banking
Experience
StormHarbour Partners LP   July 2010 - Present
Arden Asset Management  March 2006 - July 2010
Ivy Asset Management   August 2000 - March 2006
Private Equity Partnership   January 1997 - August 2000
Major Investment Bank  February 1993 - January 1997
Major Investment Bank  March 1990 - February 1993
Huffington Corporation   September 1984 - March 1990
Davis Polk & Wardwell LLP  September 1980 - September 1984

Skills
Private Equity, Alternative Investments, Hedge Funds, Corporate Finance, Investments, Structured Finance, Fund Of Funds, Asset Management, Capital Markets, Strategic Planning, Investor Relations, Wealth Management, Private Placements, Asset Managment, Structured Products, Investment Banking, New Business Development, Energy Investing and..., Mergers & Acquisitions, Equities

Education
University of Pennsylvania Law School   1977 — 1980
JD, Law, 3.88

University of Vermont   1973 — 1977
BS, Finance, 4.0

Andrew W. Lai Andrew W. Lai Greater New York City Area Details
Andrew W. Lai's Ivy Asset Management Experience October 2004 - July 2007
Job Managing Director, Global Head of Consultant Relations at MacKay Shields
Industry Investment Management
Experience
MacKay Shields  July 2009 - Present
Mezzacappa Management  August 2007 - December 2008
Ivy Asset Management   October 2004 - July 2007
The Segal Company  August 1996 - September 2004

Education
NYU Stern School of Business   2001 — 2003
MBA, Finance / Marketing

Dartmouth College   1988 — 1992
BA, Government

Hunter College High School   1982 — 1988

Aaron Esraeilian Aaron Esraeilian Greater New York City Area Details
Aaron Esraeilian's Ivy Asset Management Experience June 2008 - August 2008
Job Senior Associate
Industry Financial Services
Experience
S&P Capital IQ  January 2014 - Present
S&P Capital IQ  January 2013 - January 2014
S&P Capital IQ  July 2011 - December 2012
Bloomberg  June 2010 - August 2010
Ivy Asset Management   June 2008 - August 2008

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Capital IQ, Spanish, Research, Bloomberg, Financial Analysis, Bloomberg Terminal, Social Media, Data Analysis, Valuation, Public Speaking, Event Planning, Accounting, Customer Service, Outlook, Investment Management, Investment Banking, Analysis

Education
Emory University   2007 — 2011
Bachelor of Arts (B.A.), Financial Economics

Miriam Carvajal Miriam Carvajal Greater New York City Area Details
Miriam Carvajal's Ivy Asset Management Experience October 2005 - July 2006
Job Executive Assistant at CTPartners
Industry
Experience
CTPartners  March 2014 - Present
Heidrick & Struggles  June 2011 - January 2014
Cooney Waters   October 2008 - May 2011
Katzenbach Partners  October 2007 - June 2008
Thomson Reuters  January 2007 - August 2007
Ivy Asset Management   October 2005 - July 2006
Trilogy Global Advisors, LP  January 2004 - October 2005
Dominick & Dominick Advisors LLC   November 1998 - December 2003
SG Cowen Securites   August 1996 - October 1998

Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Office Administration, Management, Recruiting, Strategic Planning, Office Management, CRM, Outlook, Administration, Human Resources, Administrative..., Social Media

Education
Borough of Manhattan Community College
A.A.S

Galen Wilson Galen Wilson San Francisco Bay Area Details
Galen Wilson's Ivy Asset Management Experience 2006 - 2007
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2014 - Present
Goldman Sachs  July 2011 - July 2014
Coro Center for Civic Leadership  August 2010 - June 2011
Teach for America  June 2008 - August 2010
Lehman Brothers  May 2007 - August 2007
Ivy Asset Management   2006 - 2007

Skills
Financial Modeling, Research, Data Analysis, Non-profits, Economics, Quantitative Analytics, Financial Analysis, Public Speaking, Bloomberg, Policy Analysis, Strategic Planning, Public Policy, Staff Development, Leadership, Teaching, Nonprofits, Management

Education
University of San Francisco   2003 — 2007
B.A., Finance

Linda Berkman Linda Berkman Greater New York City Area Details
Linda Berkman's Ivy Asset Management Experience June 2005 - December 2005
Job Sr. Business Analyst at Town of Oyster Bay
Industry Information Technology and Services
Experience
Town of Oyster Bay  February 2014 - Present
sanef its technologies  November 2013 - December 2013
MetLife  July 2013 - November 2013
Sunergix Inc.   September 2012 - July 2013
Tata Consultancy Services  March 2012 - November 2012
Credit Suisse  March 2007 - April 2011
GSO Capital Partners  March 2006 - March 2007
Ivy Asset Management   June 2005 - December 2005
Credit Suisse  April 2004 - April 2005
UBS Securities Co., Ltd   1991 - 1998

Skills
Business Analysis, SDLC, Investment Banking, Business Process, Software Quality..., CRM, Software Project..., Financial Services, Vendor Management, Process Improvement, Analysis, Business Modeling, Portfolio Management, Business Analytics, Databases, Training, Maximo, BIRT

Education
SUNY Stony Brook
Master of Business Administration (MBA), Project Management Professional Program

State University of New York, Albany, NY
MBA, Finance

Roberta Buble Roberta Buble Greater New York City Area Details
Roberta Buble's Ivy Asset Management Experience October 2000 - September 2010
Job HR Clerk Typist at Nassau Community College
Industry Human Resources
Experience
Nassau Community College  May 2014 - Present
Ivy Asset Management   October 2000 - September 2010
IVY ASSET MANAGEMENT, LLC   October 2000 - September 2010
POSITIVE FINANCIAL ADVISORS   January 1998 - January 2000
IVY ASET MANAGEMENT, LLC   January 1991 - January 1998

Skills
Human Resources, Hedge Funds, Asset Management, Mutual Funds, Leadership, Employee Benefits, Equities, PeopleSoft, Time Management, Training

Education
State University of New York at Delhi   1983 — 1985
AAS, Business Administration

SUNY Delhi University
AAS, Business Administration

Daniel Guillermo Daniel Guillermo Greater New York City Area Details
Daniel Guillermo's Ivy Asset Management Experience April 2001 - February 2011
Job Manager of IT Operations at Jennison Associates
Industry Financial Services
Experience
Jennison Associates  March 2011 - Present
Ivy Asset Management   April 2001 - February 2011
IAM.com  January 2000 - March 2001
Chanel Inc.  June 1998 - January 2000
JLP Computer Enterprises   1997 - 1998

Skills
Vendor Management, Asset Managment, SharePoint, Disaster Recovery, Blackberry Enterprise..., Windows Server, Asset Management, Business Analysis, Active Directory, Project Management, Data Center, Networking, IT Management, SDLC, Information Technology, IT Strategy

Education
Devry College of Technology   1995 — 1996
Associates, Telecommunications Management

Farmingdale State College
B.S., Management Technology

Ramarao Yalamala Ramarao Yalamala Greater New York City Area Details
Ramarao Yalamala's Ivy Asset Management Experience February 2005 - May 2006
Job Apps Dev Sr. Programmer Analyst at Citi
Industry Computer Software
Experience
Citi  September 2012 - Present
Societe Generale  2010 - December 2011
AIG Global Investment Group  June 2009 - June 2010
ESS, Inc  February 2001 - June 2010
Trafelet & Company  August 2007 - May 2009
AIG Global Investments   May 2006 - July 2007
Ivy Asset Management   February 2005 - May 2006
Thomson Financial  October 2002 - January 2005
Bear Sterns  March 2002 - September 2002
Prudential Financial  February 2001 - January 2002

Skills
Visual Studio.Net - 2008, Visual C#, VB.NET, T-SQL, WinForms, VSS, ASP, VBScript, WCF, .NET, Web Services, WPF, SSIS, SSRS, ASP.NET

Education
B.I.E.T , davangere   1988 — 1994
Bachelor Of Engineering, Mechanical

Kuvempu Vishwavidyanilaya   1988 — 1994
Bachelor of Engineering, Mechanical

Peter Hlushko Peter Hlushko Greater New York City Area Details
Peter Hlushko's Ivy Asset Management Experience 2003 - 2009
Job SVP Head of Investment & Wealth Management Technology at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments  August 2014 - Present
K2 Advisors  April 2011 - August 2014
Oak Tree Consulting Inc   2009 - 2011
Ivy Asset Management   2003 - 2009
Oak Tree Consulting Inc   2000 - 2003
Arthur Andersen  1999 - 2000
JP Morgan  1983 - 1999

Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling

Education
Fordham University   1979 — 1983

Pace University - Lubin School of Business
MBA, Finance

Eileen Kavanagh Eileen Kavanagh Greater New York City Area Details
Eileen Kavanagh's Ivy Asset Management Experience August 2002 - April 2006
Job Controller at Orion Resource Partners (USA) LP
Industry Accounting
Experience
Orion Resource Partners (USA) LP   November 2014 - Present
Fortress Investment Group  March 2007 - October 2014
Tiger Management LLC   April 2006 - March 2007
Ivy Asset Management   August 2002 - April 2006
Marcum & Kliegman LLP  October 2001 - August 2002
Price Waterhouse Coopers  February 2001 - October 2001
Soros Fund Management  June 1999 - January 2001
Deloitte & Touche  1993 - 1999

Skills
Tax, Hedge Funds, Due Diligence, Asset Management, Mutual Funds, Accounting, Financial Reporting, Fund Of Funds, Alternative Investments, Private Equity, Financial Analysis, CPA, Equities, Fund Accounting, Investments, US GAAP

Education
Fordham Gabelli School of Business   1997 — 2001
MS, Taxation

St. Francis College   1991 — 1995
BS, Accounting

Sydney Bee Sydney Bee Greater Boston Area Details
Sydney Bee's Ivy Asset Management Experience March 2005 - November 2005
Job Product Marketing Manager at FirstFuel Software
Industry Renewables & Environment
Experience
FirstFuel Software  March 2015 - Present
Avalanche Energy   July 2014 - February 2015
Continuum  August 2013 - June 2014
IDEO  February 2013 - March 2013
Eli Lilly and Company  June 2012 - August 2012
Cornerstone Research  August 2007 - April 2011
The CLASS Consulting Group  July 2010 - February 2011
Wachovia Securities  June 2006 - August 2006
Ivy Asset Management   March 2005 - November 2005
Deloitte  July 2005 - August 2005

Skills
Corporate Finance, Research, Bloomberg, Business Strategy, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Market Research, Marketing Strategy, Economic Research, Excel, CFA Level I & II, Chinese, Cross-functional Team..., SAS, Stata, Entrepreneurship, Analysis, Business Innovation, Economics, Competitive Analysis

Education
Northwestern University - Kellogg School of Management   2011 — 2013
Master of Business Administration (MBA)

China Europe International Business School (CEIBS)   2013 — 2013
Master of Business Administration (MBA) Exchange Program

University of California, Berkeley   2003 — 2007
Double Degree in Bachelor of Science and Bachelor of Art

University of Warwick - Warwick Business School   2006 — 2007
Exchange Program

Agustin Leon Agustin Leon Greater New York City Area Details
Agustin Leon's Ivy Asset Management Experience 2001 - 2005
Job Quantitative Analyst
Industry Financial Services
Experience
MetLife  November 2010 - March 2013
MetLife  2008 - 2010
Ramius Capital   2005 - 2008
Ivy Asset Management   2001 - 2005
Instinet Corporation  2000 - 2001
Rotella Capital Management  1998 - 2000
Arthur D. Little  1997 - 1998
Hewlett-Packard  1995 - 1997

Skills
Fixed Income, Market Risk, Risk Management, Portfolio Management, Equities, Enterprise Risk..., Hedge Funds, Commodity, Investments, Fund Of Funds, Financial Risk, Trading Strategies, Asset Allocation, Portfolio Optimization, Bonds, Due Diligence, Financial Services, Risk Systems, Software Development, Time Series Analysis, Market Data, Commodity Markets, Insurance, Book Writing, Performance Attribution, Pattern Recognition, Machine Learning, Value Investing

Education
Massachusetts Institute of Technology   1994 — 1995
MS, Mechanical Engineeriing

Massachusetts Institute of Technology   1990 — 1994
BS, Mechanical Engineering

Matthew Mlinarich Matthew Mlinarich Greater New York City Area Details
Matthew Mlinarich's Ivy Asset Management Experience May 2000 - October 2003
Job
Industry Investment Management
Experience
STONEHAVEN, LLC  November 2013 - Present
FCE Group   August 2011 - November 2013
Khronos LLC  June 2010 - May 2011
Heritage Fund Management   July 2009 - June 2010
Muirfield Capital Management  March 2005 - March 2009
UBP Asset Management  October 2003 - March 2005
Ivy Asset Management   May 2000 - October 2003

Education
Cornell University

Scott Werthamer Scott Werthamer New York, New York Details
Scott Werthamer's Ivy Asset Management Experience 2002 - 2004
Job Managing Director at Fortress Investment Group
Industry Banking
Experience
Fortress Investment Group  January 2008 - Present
Morgan Stanley  2006 - 2008
Fortis Bank  2004 - 2006
Ivy Asset Management   2002 - 2004

Skills
Hedge Funds, Equities, Financial Structuring, Fixed Income, Derivatives, Investor Relations, Alternative Investments, Capital Markets, Trading, Fund Of Funds, Private Equity, Asset Management

Education
The George Washington University - School of Business

Lawrence Cinamon Lawrence Cinamon Greater New York City Area Details
Lawrence Cinamon's Ivy Asset Management Experience 2008 - 2009
Job Senior Analyst, Macro & Commodities, Aksia
Industry Financial Services
Experience
Aksia  2009 - Present
Ivy Asset Management   2008 - 2009
Ivy Asset Management   2007 - 2007

Education
The Johns Hopkins University   2005 — 2006
MA, Applied Economics

McGill University   2000 — 2004
BA, Economics

Robert J. Murphy, CFA, FRM, CAIA Robert J. Murphy, CFA, FRM, CAIA Greater San Diego Area Details
Robert J. Murphy, CFA, FRM, CAIA's Ivy Asset Management Experience October 2008 - July 2009
Job Deputy Chief Investment Officer at Altegris
Industry Investment Management
Experience
Altegris  August 2014 - Present
Hatteras Funds - Hatteras Alternative Mutual Funds   July 2009 - July 2014
Ivy Asset Management   October 2008 - July 2009
Meridian Capital Partners, Inc.   October 2001 - August 2008
PriorityAccess, Inc.   July 1999 - October 2001
Additional Professional Experience  1983 - 1999

Skills
Risk Budgeting, Hedge Funds, Portfolio Management, Asset Allocation, Investments, Risk Management, Alternative Investments, Fund Of Funds, Asset Managment, Asset Management, Securities, Investment Banking, Investment Management, Strategy, Investment Strategies, Private Equity, Equities, Due Diligence

Education
State University of New York at Albany   1981 — 1983
MBA, Finance; Management Information Systems

University at Albany, SUNY   1977 — 1981
BA, Psychology; Mathematics

Colonie Central High School   1973 — 1977
Regents, College Preparatory

Jon Soldo Jon Soldo Greater New York City Area Details
Jon Soldo's Ivy Asset Management Experience May 2008 - January 2009
Job Senior Level Technology Professional
Industry Computer Software
Experience
Blue Matrix Consulting   June 2000 - Present
Ivy Asset Management   May 2008 - January 2009
Aperio CI  September 2007 - May 2008
American Home Mortgage  June 2007 - September 2007
North Atlantic Industries  June 2005 - June 2007
Computershare Fund Services  2003 - 2005

Skills
ASP.NET, C#, .NET, VB.NET, JavaScript, AJAX, CSS, HTML, XML, ASP, Visual Basic, XSLT, VBA, XPath, WCF, ASP.NET MVC

Education
Hofstra University   2004 — 2006
M.B.A., Business / Computer Information Systems

New York Institute of Technology   1999 — 2003
B.S., Computer Science / Internet Engineering

Jess Bellissimo Jess Bellissimo Greater New York City Area Details
Jess Bellissimo's Ivy Asset Management Experience April 2008 - February 2009
Job Director of Operations
Industry Legal Services
Experience
TSG Reporting  June 2010 - Present
TSG Reporting  February 2009 - June 2010
Ivy Asset Management   April 2008 - February 2009
Tenacity Group  January 2006 - January 2008
Deutsche Asset Management  June 2005 - August 2005

Skills
Financial Analysis, Investments, Finance, Microsoft Excel, Contract Negotiation, Strategic Planning, Marketing, Recruiting, Operations Management, Operational Planning, Strategic Financial..., Management, Mergers & Acquisitions

Education
University of Maryland College Park   2002 — 2006
B.S., Finance

St. Dominic HS   1998 — 2002

Michael Waddell Michael Waddell Greater New York City Area Details
Michael Waddell's Ivy Asset Management Experience February 2004 - December 2006
Job Senior Developer at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  April 2012 - Present
Credit Suisse  September 2009 - April 2012
Ryan Associates  November 2008 - February 2009
Societe Generale  June 2006 - March 2008
Ivy Asset Management   February 2004 - December 2006
Monster  November 2002 - February 2004
HR One   February 2000 - January 2002
Schonfeld Securities  July 1999 - February 2000
Admaster Communications/Citigate Albert Frank   July 1997 - July 1999
Electronic Payment Services  June 1994 - July 1997

Skills
C# 4.0, WPF Development, LINQ, Java, Microsoft SQL Server, Sybase, Oracle SQL, ASP.NET, VB.NET, Silverlight, JavaScript, HTML, VBA, Microsoft Excel

Education
New York Institute of Technology   2006 — 2007
Certificate, Finance

Capella University   2005 — 2007
MS, Information Technology

Rowan University   1983 — 1986
BS, Computer Science

Barbara Dornau Barbara Dornau Greater New York City Area Details
Barbara Dornau's Ivy Asset Management Experience July 2002 - August 2003
Job Senior Marketing Associate at Ernst & Young
Industry Marketing and Advertising
Experience
Ernst & Young  August 2008 - Present
American Express  May 2008 - August 2008
American Management Association  August 2007 - November 2007
Ivy Asset Management   July 2002 - August 2003
Astoria Federal Savings  November 2000 - August 2001
Morgan Stanley  July 1996 - November 2000

Skills
Social Media Marketing, Digital Marketing, Marketing Strategy, Marketing, Integrated Marketing, Email Marketing, Marketing Communications, Direct Marketing, Online Marketing, Digital Strategy, Analytics, Marketing Research, Marketing Management, Market Research, Advertising

Education
Fordham Gabelli School of Business   2002 — 2005
MBA, Marketing & Communications Media Management

Fordham University   1987 — 1991
BS, Psychology

Christine Galbert Christine Galbert Greater New York City Area Details
Christine Galbert's Ivy Asset Management Experience April 1998 - December 2000
Job Manager, Investment Accounting at Bessemer Venture Partners
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners  December 2000 - Present
Ivy Asset Management   April 1998 - December 2000

Skills
Financial Analysis, Financial Modeling, Private Equity, Venture Capital

Education
Mount Saint Mary College   1991 — 1995
BA, Accounting

Stacy Ackerman Stacy Ackerman Greater New York City Area Details
Stacy Ackerman's Ivy Asset Management Experience March 2003 - September 2013
Job Senior Analyst, Aksia
Industry Financial Services
Experience
Aksia LLC  April 2014 - Present
Ivy Asset Management   March 2003 - September 2013
Lehman Brothers  2000 - 2003
Arthur Andersen  August 1998 - October 2000

Skills
CPA, Fund Accounting, Alternative Investments, Product Control, Fund Of Funds, Mutual Funds, Hedge Funds, Credit, Portfolio Management, Asset Management, Fixed Income, Equities

Education
Binghamton University - School of Management   1994 — 1998
BS, Accounting

Marinos Baris Marinos Baris Greater New York City Area Details
Marinos Baris's Ivy Asset Management Experience December 2007 - June 2009
Job Vice President at Lehman Brothers Holdings Inc.
Industry Banking
Experience
Lehman Brothers Holdings Inc.  February 2012 - Present
UBS  June 2010 - November 2011
Bank of America  June 2009 - June 2010
Ivy Asset Management   December 2007 - June 2009
Banc of America Securities  December 2006 - December 2007
UBS Investment Bank  September 2004 - December 2006
Merrill Lynch  March 2004 - October 2004
Summit Systems  February 1999 - March 2004

Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint

Education
State University of New York Maritime College   1997 — 1999
MS, Transportation Management

Baruch College, City University of New York (CUNY)   1992 — 1996
BBA, Finance & Investments

State University of New York at New Paltz
Business Administration and Management, General

Richard Luftig Richard Luftig Greater New York City Area Details
Richard Luftig's Ivy Asset Management Experience 2005 - 2009
Job Executive Vice President StoneCastle, LLC
Industry Investment Banking
Experience
StoneCastle, LLC   2009 - Present
Ivy Asset Management   2005 - 2009
Bear Stearns  2000 - 2005
Credit Suisse First Boston  1995 - 2000

Education
New York University School of Law
JD

New York University School of Law
LLM

University of Pennsylvania - Wharton
BS, Finance

Ilya Zaides Ilya Zaides New York, New York Details
Ilya Zaides's Ivy Asset Management Experience October 2004 - July 2006
Job Chief Investment Officer, KG Funds Management LLC
Industry Financial Services
Experience
KG Funds Management LLC   February 2008 - Present
Auda Advisor Associates  August 2006 - February 2008
Ivy Asset Management   October 2004 - July 2006
King & Spalding LLP  January 2003 - October 2004
Milbank Tweed Hadley & McCloy LLP  September 1999 - January 2003

Skills
Equities, Private Equity, Capital Markets, Asset Allocation, Due Diligence, Fixed Income, Asset Management, Alternative Investments, Investments, Fund Of Funds, Investment Management, Investment Strategies

Education
New York University School of Law   1996 — 1999
Doctor of Law (J.D.)

University of California, Berkeley   1991 — 1995
BA, Economics

Jennifer Kenney Jennifer Kenney Greater San Diego Area Details
Jennifer Kenney's Ivy Asset Management Experience January 2006 - January 2009
Job Midwest Sales Director at XTERRA WETSUITS
Industry Financial Services
Experience
XTERRA WETSUITS  February 2015 - Present
lululemon athletica  November 2012 - February 2015
Deutsche Bank  May 2010 - February 2012
PERSHING, LLC  October 2009 - April 2010
Ivy Asset Management   January 2006 - January 2009
Deutsche Asset Management  February 2001 - August 2005
BANKERS TRUST COMPANY  February 1999 - February 2001
Group Trust Client Service   September 1996 - February 1999

Skills
Fixed Income, Fund Of Funds, Equities, Alternative Investments, Asset Managment

Education
University of Scranton   1990 — 1994
Bachelor of Science, Marketing

University of Scranton
Bachelor of Science, Marketing

Martin L. Gennusa Martin L. Gennusa Greater New York City Area Details
Martin L. Gennusa's Ivy Asset Management Experience 2004 - 2004
Job Human Resources Manager at Cabelvision Systems
Industry Human Resources
Experience
Cabelvision Systems   October 2008 - Present
American Home Mortgage  2005 - 2008
Ivy Asset Management   2004 - 2004
Cablevision  2003 - 2003
Citibank  1997 - 1999

Education
LIU Post   1988 — 1992

Patti McGlone Garrison Patti McGlone Garrison Syracuse, New York Area Details
Patti McGlone Garrison's Ivy Asset Management Experience 1994 - 2003
Job Assistant at AXATech
Industry Financial Services
Experience
AXA Tech  November 2010 - Present
National Kidney Foundation of CNY   April 2008 - August 2010
Cengage Delmar Learning (Thomson)   2004 - February 2008
Thomson Delmar Learning  2004 - 2008
Ivy Asset Management   1994 - 2003
Hachette Filipacchi Media  1990 - 1994

Skills
Project Management, Team Building, Event Planning, New Business Development, Marketing, Strategic Planning, Microsoft Office, Customer Service, Social Media, Budgets, Marketing Strategy, Marketing Communications, Microsoft Excel, Event Management, Public Speaking, Management, Account Management, Team Leadership, Sales, Public Relations, Negotiation, Program Management, Leadership, Change Management, Salesforce.com, Training

Education
Adelphi University   1996 — 1999
BS, Management and Communications - Specialization: Finance

Morrisville State College   1988 — 1990
AAS, Administrative Word Processing

Berkeley College   1987 — 1988
Certificate

John Zimmermann John Zimmermann Greater New York City Area Details
John Zimmermann's Ivy Asset Management Experience January 2004 - April 2010
Job Director at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners  April 2010 - Present
Ivy Asset Management   January 2004 - April 2010
UBS  2001 - 2004

Skills
Alternative Investments, Hedge Funds

Education
College of the Holy Cross   1995 — 1999
Bachelor of Science, Economics

Sea Education Association   1998 — 1999

Bay Shore High School   1991 — 1995

Conor Nugent Conor Nugent Greater New York City Area Details
Conor Nugent's Ivy Asset Management Experience October 2007 - July 2008
Job Head of Americas Liability Management at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc  September 2014 - Present
HSBC  February 2012 - Present
HSBC Securities  June 2010 - February 2012
HSBC Securities  September 2009 - June 2010
HSBC Securities  August 2008 - September 2009
Ivy Asset Management   October 2007 - July 2008

Skills
Financial Analysis, Financial Modeling, Valuation, Financial Advisory, Client Development

Education
St. John's University, The Peter J. Tobin College of Business   2008 — 2010
M.S., Public Accounting

St. John's University, The Peter J. Tobin College of Business   2004 — 2008
B.S., Accounting

Bret Erster Bret Erster Greater New York City Area Details
Bret Erster's Ivy Asset Management Experience May 2007 - Present
Job Ivy Asset Management
Industry Financial Services
Experience
Ivy Asset Management   May 2007 - Present
Simpson capital   2002 - 2007
A.B watley   1999 - 2001

Skills
Hedge Funds

Education
Queens College

Thomas Fursa Thomas Fursa Greater New York City Area Details
Thomas Fursa's Ivy Asset Management Experience 2001 - 2003
Job Team Leader at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency  2012 - Present
Office of the Comptroller of the Currency  2006 - 2012
United States Securities and Exchange Commission  2004 - 2006
NASD  2003 - 2004
Ivy Asset Management   2001 - 2003
KPMG  1999 - 2001

Education
Hofstra University
MBA, Accounting

Jason Garmise Jason Garmise Greater New York City Area Details
Jason Garmise's Ivy Asset Management Experience June 2010 - March 2012
Job President & Chief Operating Officer at CastleLine Holdings, LLC
Industry Financial Services
Experience
CastleLine Holdings, LLC   March 2012 - Present
Ivy Asset Management   June 2010 - March 2012
Ivy Asset Management   July 2003 - June 2010
Merrill Lynch  2000 - 2003
Skadden Arps  August 1998 - June 2000
Arthur Andersen  1994 - 1995

Education
University of Pennsylvania Law School   1995 — 1998
JD

University of Pennsylvania - The Wharton School   1990 — 1994

Tom Papa Tom Papa Greater New York City Area Details
Tom Papa's Ivy Asset Management Experience January 2009 - September 2010
Job Director of Operations at Post Rock Advisors, LLC
Industry Financial Services
Experience
Post Rock Advisors, LLC   October 2010 - Present
Ivy Asset Management   January 2009 - September 2010
Ivy Asset Mgmt Corp   2002 - September 2010
Morgan Stanley  1996 - 2002
Cantor Fitzgerald  October 1994 - September 1996

Education
Fordham University   1988 — 1992
B.S., Accounting

Vahan Bachmann Vahan Bachmann Greater New York City Area Details
Vahan Bachmann's Ivy Asset Management Experience 2002 - 2006
Job Vice President at Ziff Brothers Investments
Industry Investment Management
Experience
Ziff Brothers Investments  August 2010 - Present
Gravitas Technology  December 2006 - May 2010
Ivy asset Management   2002 - 2006
Eureka Broadband  1999 - 2000

Skills
Hedge Funds, Management, ITIL, Strategy, Equities, IT Strategy, Alternative Investments, Asset Management, Fixed Income, Servers, Trading Systems, Risk Management, Cloud Computing, Private Equity, Portfolio Management, Network Architecture, Information Technology, Help Desk Support, Enterprise Storage, Disaster Recovery, Project Management

Education
University of Southern California   1989 — 1990
Master of Science, Electrical Engineering

Pratt Institute   1985 — 1989
Bachelor's Degree, Electrical Engineering

Tina Ferazzoli Tina Ferazzoli Greater New York City Area Details
Tina Ferazzoli's Ivy Asset Management Experience February 2003 - August 2003
Job Senior accountant at Lexington Realty Trust
Industry Accounting
Experience
Lexington Realty Trust  Sr. AccountantGVA WilliamsApril 2006 - August 2007
Tishman Speyer  August 2005 - March 2006
Cushman & Wakefield  October 2004 - August 2005
AIG  August 2003 - October 2004
Ivy Asset Management   February 2003 - August 2003

Education
St. John's University, The Peter J. Tobin College of Business   2002 — 2003
M.S, Accounting

St. John's University, The Peter J. Tobin College of Business   1999 — 2002
B.S, Accounting

Stephen Serabian Stephen Serabian Greater Atlanta Area Details
Stephen Serabian's Ivy Asset Management Experience September 2006 - July 2010
Job Sr. Statistical Forecast Analyst at The Home Depot
Industry Retail
Experience
The Home Depot  December 2014 - Present
The Home Depot  August 2010 - December 2014
Ivy Asset Management   September 2006 - July 2010
Henry Schein  August 1999 - September 2006

Education
Dowling College   1996 — 1998
Master of Business Administration (MBA)

Adelphi University   1992 — 1996
Bachelor's degree, Economics

Alex Rabinovich Alex Rabinovich New York, New York Details
Alex Rabinovich's Ivy Asset Management Experience August 1997 - May 2007
Job Managing Director at Havens Advisors
Industry Investment Management
Experience
Havens Advisors  March 2013 - Present
SEI Investments  August 2010 - February 2013
La Fayette Management   May 2007 - October 2009
Ivy Asset Management   August 1997 - May 2007

Education
University of Rochester - Simon Business School   1995 — 1996
MBA, Finance and Accounting

Eric Entenman Eric Entenman Greater New York City Area Details
Eric Entenman's Ivy Asset Management Experience October 2001 - December 2009
Job Tech Lead at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co.   October 2011 - Present
Hazel Tree Fund Services   December 2009 - October 2011
Ivy Asset Management   October 2001 - December 2009
Kopiaworks   2000 - 2001
LNR Communications   1998 - 2000

Skills
Architecture, Asset Managment, Business Analysis, Web Services, Windows, VB.NET, SQL, C#, Portfolio Management, Hedge Funds, .NET, OOP, T-SQL, Visual Studio, SSIS, Equities, Microsoft SQL Server, SSRS, Software Development, WCF, ASP.NET, JavaScript, Vendor Management, Design Patterns, Project Management, SDLC, Asset Management, Agile Methodologies, Scrum, XML, WinForms, ASP.NET MVC, WPF, Architectures, LINQ, IIS, Database Design

Education
New York Institute of Technology

Stony Brook University

Aref Jessani Aref Jessani Greater New York City Area Details
Aref Jessani's Ivy Asset Management Experience August 2001 - November 2007
Job Director, Senior Research Analyst at Lanx Management, LLC
Industry Financial Services
Experience
Lanx Management, LLC   January 2011 - Present
Savage Capital   July 2009 - March 2010
Ivy Asset Management   August 2001 - November 2007

Skills
Equities, Hedge Funds, Alternative Investments, Due Diligence, Asset Management, Asset Managment

Education
Columbia University - Columbia Business School   2008 — 2009
MBA, Finance

The London School of Economics and Political Science (LSE)   1997 — 2000
BSc, Economics

Sandip Sanghvi Sandip Sanghvi Greater New York City Area Details
Sandip Sanghvi's Ivy Asset Management Experience 2005 - 2009
Job Director at IGS Consulting Inc.
Industry Computer Software
Experience
IGS Consulting Inc.   Sr. ConsultantNorthPoint SolutionsJune 2009 - March 2011
Ivy Asset Management   2005 - 2009
Credit Suisse  June 2000 - April 2005
Viacom  1999 - 2000
Participants Trust Company  1996 - 1997

Skills
WCF, C#, ASP.NET, WPF, .NET

Education
Stony Brook University   1991 — 1995

Justin Kramer Justin Kramer Greater New York City Area Details
Justin Kramer's Ivy Asset Management Experience September 2005 - April 2007
Job Owner at The Law Offices of Justin M. Kramer
Industry Law Practice
Experience
The Law Offices of Justin M. Kramer   January 2015 - Present
Spar & Bernstein, PC   July 2012 - January 2015
Nassau County District Attorney's Office  August 2007 - July 2012
Ivy Asset Management   September 2005 - April 2007
Queens County District Attorney's Office  June 2005 - August 2005

Skills
Litigation, Criminal Prosecution, Legal Research, Westlaw, LexisNexis, Microsoft Office, Legal Compliance

Education
Saint John's University School of Law   2004 — 2007
JD

Saint John's University - Peter J. Tobin College of Business   2000 — 2004
BS, Finance

Baina Renaud Baina Renaud Greater New York City Area Details
Baina Renaud's Ivy Asset Management Experience May 2008 - April 2011
Job Alumni Engagement Information Specialist at Kirkland & Ellis LLP
Industry Accounting
Experience
Kirkland & Ellis LLP  May 2015 - Present
Bloomberg LP  April 2011 - May 2015
Ivy Asset Management   May 2008 - April 2011

Skills
Financial Analysis, Business Analysis, Analysis, Data Analysis, Risk Management, Investment Banking, Ad Hoc Reporting

Education
New York Institute of Technology   2010 — 2012
Master of Business Administration (M.B.A.), International Business, 3.5

Saint John's University - Peter J. Tobin College of Business   2004 — 2009
Bachelor of Science (BS), Accounting and Finance

Lori Mogol Lori Mogol Greater New York City Area Details
Lori Mogol's Ivy Asset Management Experience January 2006 - December 2009
Job User Experience Designer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade  March 2013 - Present
Fidelity Investments  February 2012 - December 2012
J.P. Morgan   March 2010 - December 2011
Ivy Asset Management   January 2006 - December 2009
Bank of America  April 2005 - December 2005
Ivy Asset Management   February 2004 - March 2005
Deutsche Bank  April 1999 - July 2003

Skills
Information Architecture, User Experience, User Interface Design, Heuristic Evaluation, User Interface, Web Design, Wireframes, User Experience Design, User-centered Design, Web Applications, Visual Design, Web Project Management, Business Analysis, Site Maps, Agile Methodologies, Usability, Web Development, JavaScript, Experience Design, Mockups, Interaction Design, Usability Testing, Requirements Analysis, SDLC, Software Project..., Content Strategy, Wire Framing, jQuery, Mobile Applications, Scrum, Visio, Content Management, CMS, CSS

Education
City University of New York-Brooklyn College

Diyan Nikolov, CPA Diyan Nikolov, CPA Greater New York City Area Details
Diyan Nikolov, CPA's Ivy Asset Management Experience October 2006 - June 2007
Job Senior Consultant, Financial Transactions at Deloitte Advisory
Industry Banking
Experience
Deloitte  October 2012 - Present
PwC  October 2009 - October 2012
Lloyds TSB Bank plc  March 2008 - July 2009
Ivy Asset Management   October 2006 - June 2007

Skills
Microsoft Excel, US GAAP, Accounting, Valuation, Financial Reporting, SEC filings, External Audit, Auditing, Financial Modeling, Finance, Financial Accounting

Education
Adelphi University
BBA, Accounting

Michael Ferri Michael Ferri Greater New York City Area Details
Michael Ferri's Ivy Asset Management Experience April 2010 - July 2010
Job Assistant Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  August 2015 - Present
Fortress Investment Group  April 2012 - August 2015
BDO USA, LLP  January 2011 - April 2012
Ivy Asset Management   April 2010 - July 2010
Ivy Asset Management   December 2000 - August 2009
Ivy Asset Management   January 2008 - January 2009
Ivy Asset Management   November 2004 - January 2008
Ivy Asset Management   December 2000 - October 2004

Skills
Fund Of Funds, Operations, Fund Accounting, Capital Markets, Hedge Funds, Investments, Financial Services, Alternative Investments, Asset Management, Finance, Private Equity, Financial Analysis

Education
Baruch College, City University of New York (CUNY)   2009 — 2010
Master of Science, Accountancy

Hofstra University   1997 — 2000
Bachelor of Business Administration, Banking and Finance

New York University   1996 — 1997

Holy Cross High School   1992 — 1996

Antonia Karoussos Antonia Karoussos Greater New York City Area Details
Antonia Karoussos's Ivy Asset Management Experience June 2005 - September 2010
Job Compliance Manager at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  June 2011 - Present
Ivy Asset Management   June 2005 - September 2010
Liz Claiborne  January 2003 - May 2004
Liz Claiborne  April 2001 - January 2003

Skills
Compliance, Compliance Testing, Performance Reporting, Marketing Material..., Investor Relations, Fund Of Funds, Hedge Funds, RFP, Alternative Investments, Mutual Funds, Bloomberg, Due Diligence, Equities, Fixed Income, Securities, Financial Analysis, Management, Investments, Asset Managment, Statistical Reporting, Asset Management

Education
Fordham Gabelli School of Business   2004 — 2006
MBA, Finance

Hofstra University   1996 — 2000
BBA, Marketing

Eric Burkett, CAIA Eric Burkett, CAIA Greater New York City Area Details
Eric Burkett, CAIA's Ivy Asset Management Experience March 2006 - May 2010
Job NonTraditional Fund Strategist at Bank of America Merrill Lynch Alternative Investments
Industry Financial Services
Experience
Bank of America Merrill Lynch Alternative Investments   August 2013 - Present
Silver Point Capital  April 2013 - July 2013
Bank of America Merrill Lynch Alternative Investments   June 2010 - April 2013
Ivy Asset Management   March 2006 - May 2010
BNP PARIBAS/ZURICH CAPITAL MARKETS   November 2002 - March 2006
J.P. Morgan   August 1999 - September 2002

Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Series 63, Series 7, Structured Products, Trading, Investment Management, Options, Bonds

Education
Fordham University   2008 — 2013
Masters of Business Administration, Finance

University of Delaware
Bachelor of Arts, Business Economics

Patrick Cunnane Patrick Cunnane Greater New York City Area Details
Patrick Cunnane's Ivy Asset Management Experience September 2009 - September 2010
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
Standard & Poor's   November 2010 - March 2015
Ivy Asset Management   September 2009 - September 2010
Pershing  June 2009 - August 2009
Ivy Asset Management   June 2007 - June 2009

Skills
Credit Risk, Bloomberg, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Corporate Finance, Valuation, Alternative Investments, Treasury, Asset Management, Financial Institutions, Insurance

Education
Saint John's University - Peter J. Tobin College of Business   2007 — 2010
Bachelor of Science (B.S.), Finance

Adelphi University   2005 — 2007
Accounting

Kellenberg Memorial High School   2001 — 2005

Candice DeBlasio Candice DeBlasio Greater New York City Area Details
Candice DeBlasio's Ivy Asset Management Experience April 2006 - September 2008
Job Compliance Professional
Industry Financial Services
Experience
Citi  April 2015 - Present
Capital One  October 2008 - August 2012
Ivy Asset Management   April 2006 - September 2008

Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Due Diligence, Private Equity, Investments, Mutual Funds, Risk Management, Bloomberg

Education
NYU
Bachelor of Arts (BA)

Carolyn Scheidt Carolyn Scheidt Greater New York City Area Details
Carolyn Scheidt's Ivy Asset Management Experience May 2005 - January 2010
Job Sr QA Analyst
Industry Information Technology and Services
Experience
BNY Mellon  July 2013 - Present
Pertrac Financial Solutions  August 2010 - April 2013
ADP Dealer Services  February 2010 - August 2010
Ivy Asset Management   May 2005 - January 2010
Softheon  2001 - 2005
Aether Systems  2000 - 2001
Instinet Corporation  1998 - 2000
Computer Associates  1989 - 1998

Skills
Microsoft SQL Server, SQL, Business Analysis, Scrum, Agile & Waterfall..., Quality Center, Software Quality...

Education
Dowling College
BS, Computer Information Systems

Don Mock Don Mock San Francisco Bay Area Details
Don Mock's Ivy Asset Management Experience 2007 - 2009
Job Founder at Access Investment Company Services LLC
Industry Investment Management
Experience
Access Investment Company Services LLC   June 2012 - Present
Atlantic Financial Partners, LLC   November 2011 - June 2012
Ivy Asset Management   2007 - 2009
GAM  1996 - 2006
GAM USA, Inc.   1996 - 2006

Skills
Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Fund Of Funds, Equities, Managed Futures, Investment Strategies, Fixed Income, Asset Management

Education
University of Colorado Boulder - Leeds School of Business   1974 — 1978
Bachelor of Science, Finance

Greth Lester Greth Lester New York, New York Details
Greth Lester's Ivy Asset Management Experience 2004 - 2007
Job Managing Director at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners  June 2007 - Present
Ivy Asset management   2004 - 2007
Casey Quirk   1998 - 2003

Education
Hamilton College   1992 — 1996

Florette Fraser Florette Fraser Greater New York City Area Details
Florette Fraser's Ivy Asset Management Experience 2005 - 2008
Job AVP at HSBC Asset Management
Industry Financial Services
Experience
HSBC Asset Management  2008 - Present
Ivy Asset Management   2005 - 2008

Skills
Hedge Funds, Fund Of Funds

Education
Pace University
Master of Business Administration (MBA), Economics

University of Sierra Leone, Fourah Bay College
Bachelor of Science (B.Sc.), Economics

Tricia Karr Tricia Karr Greater New York City Area Details
Tricia Karr's Ivy Asset Management Experience January 2000 - September 2010
Job
Industry Financial Services
Experience
Millennium Partners  February 2013 - Present
Black Capital LLC   December 2010 - February 2013
Ivy Asset Management   January 2000 - September 2010
Weiss, Peck & Greer   1994 - 1999

Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Asset Allocation, Mutual Funds, Investment Management, Securities, Investor Relations

Education
Fordham Gabelli School of Business   1994 — 1998
MBA, Marketing & Communications

Villanova University   1988 — 1992
BS, Accounting

Ross Kegler Ross Kegler Greater New York City Area Details
Ross Kegler's Ivy Asset Management Experience November 2009 - January 2012
Job Portfolio Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon  September 2010 - Present
Ivy Asset Management   November 2009 - January 2012
UBS Wealth Management  October 2007 - October 2008
The Bank of New York  2004 - 2008

Education
State University of New York College at Oneonta
Business and Economics, Economics

Kim Jahangir Kim Jahangir Greater New York City Area Details
Kim Jahangir's Ivy Asset Management Experience July 2005 - July 2006
Job Hedge Fund Accounting Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2011 - Present
Alternative Investment Solutions  November 2009 - August 2011
Citco  August 2006 - December 2008
Ivy Asset Management   July 2005 - July 2006
GlobeOp Financial Services  November 2003 - June 2005
J&W Seligman  November 2000 - November 2002
Dreyfus  December 1997 - November 2000

Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg

Education
Baruch College, City University of New York (CUNY)   1993 — 1997
BBA, Finance

Jillian Ronaghan Jillian Ronaghan New York, New York Details
Jillian Ronaghan's Ivy Asset Management Experience March 2004 - July 2007
Job AVP, HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  May 2013 - Present
EIM Management (USA), Inc.   July 2007 - October 2012
Ivy Asset Management   March 2004 - July 2007

Skills
Fund Of Funds, Hedge Funds, Derivatives, Private Equity, Alternative Investments, Asset Managment, Asset Management

Education
Manhattan College   1998 — 2002
BS

Nancy Shields Pedisich Nancy Shields Pedisich Greater New York City Area Details
Nancy Shields Pedisich's Ivy Asset Management Experience December 2000 - December 2010
Job HR Business Partner at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  January 2011 - Present
Ivy Asset Management   December 2000 - December 2010
HSBC  June 1999 - November 2000
Republic National Bank  June 1993 - June 1999

Skills
Due Diligence, Personnel Management, Asset Managment, Human Resources, Project Management, Equities, Hedge Funds, Asset Management

Education
Bryant University   1985 — 1989
BS, Business Administration

Scott Zavack, CFA Scott Zavack, CFA Greater New York City Area Details
Scott Zavack, CFA's Ivy Asset Management Experience August 2000 - January 2009
Job Director, Alternative Investments Due Diligence at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  March 2010 - Present
Chatham Asset Management  July 2009 - March 2010
Ivy Asset Management   August 2000 - January 2009
HSBC  January 2000 - July 2000
Republic National Bank  June 1998 - December 1999

Skills
Due Diligence, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Corporate Finance, Credit, Fixed Income, Investments, Mutual Funds, Relative Value, Capital Markets

Education
University of Pennsylvania - The Wharton School   1994 — 1998
1998, Finance, Accounting

Bradley Auleta Bradley Auleta Greater New York City Area Details
Bradley Auleta's Ivy Asset Management Experience August 2006 - September 2010
Job VP Client Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  October 2010 - Present
Ivy Asset Management   August 2006 - September 2010
Ivy Asset Management (BNY Mellon Subsidiary)   August 2006 - September 2010

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Asset Management, Asset Managment, Portfolio Management, Equities, Mutual Funds, Client Liaison, Client Relations Skills, Client Development, Bloomberg, Investment Management, Asset Allocation, Securities

Education
Pace University   1999 — 2002
MBA, Finance

Marist College   1992 — 1996
BS, Marketing

St. Anthony's HS   1989 — 1992
Regents

Charles Carre, CFA, CAIA Charles Carre, CFA, CAIA Greater New York City Area Details
Charles Carre, CFA, CAIA's Ivy Asset Management Experience 2007 - 2010
Job Financial Professional
Industry Financial Services
Experience
Proshares  2012 - Present
Ivy Asset Management   2007 - 2010
Citigroup  1999 - 2007
Federal Reserve Board  1998 - 1999

Skills
Global Macro, Fixed Income, Hedge Funds, CAIA, Alternative Investments, Risk Management, Asset Allocation

Education
New York University   2006 — 2006
Courant Institute of Mathematics, Master in Mathematics in Finance

CFA Institute
Finance

Chartered Alternative Investment Analyst Association
Hedge Funds, Alternative Invesmtents

Oberlin College
Bachelor's Degree, Honors in Economics

Oberlin Conservatory of Music
Bachelor's Degree, Music Performance (Trumpet)

Michal Dziegielewski Michal Dziegielewski Greater New York City Area Details
Michal Dziegielewski's Ivy Asset Management Experience 2001 - 2005
Job Director Investment Research at FQS Capital Partners
Industry Financial Services
Experience
FQS Capital Partners LLP   January 2010 - Present
FIM  April 2005 - February 2009
Ivy Asset Management   2001 - 2005

Skills
Fixed Income, Hedge Funds, Quantitative Analytics, Global Macro, Alternative Investments, Due Diligence, Mutual Funds

Education
University of Delaware   1999 — 2001
MA

Grinnell College   1995 — 1999
BA

Illinois Mathematics and Science Academy   1992 — 1995

Darren Berk Darren Berk Greater New York City Area Details
Darren Berk's Ivy Asset Management Experience January 2003 - August 2004
Job Chief Financial Officer at Dune Real Estate Partners LP
Industry Investment Management
Experience
Dune Real Estate Partners LP   January 2010 - Present
Dune Capital  August 2004 - January 2010
Ivy Asset Management   January 2003 - August 2004
Goldman Sachs  1996 - 2003
KPMG LLP  September 1994 - October 1996

Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Private Equity

Education
University of Michigan - Stephen M. Ross School of Business   1990 — 1994
BBA, Accounting

Nicole Solomon Nicole Solomon New York, New York Details
Nicole Solomon's Ivy Asset Management Experience June 2004 - May 2010
Job Portfolio Manager at Kokino LLC
Industry Investment Management
Experience
Kokino LLC   March 2014 - Present
Ocean Road Advisors / Meyer and Co. LLC   May 2011 - February 2014
Ivy Asset Management   June 2004 - May 2010

Education
Columbia College (NY)   1998 — 2002
BA, American History

Jenna Garland Jenna Garland Greater New York City Area Details
Jenna Garland's Ivy Asset Management Experience December 2009 - Present
Job Intern at Ivy Asset Management
Industry Investment Management
Experience
Ivy Asset Management   December 2009 - Present
Ivy Asset Management   June 2007 - December 2009

Education
LIU Post   2005 — 2009
BA, Finance

Scott Coby, Jr Scott Coby, Jr New York, New York Details
Scott Coby, Jr's Ivy Asset Management Experience 2002 - 2007
Job Director, Investment Solutions North America
Industry Financial Services
Experience
Winton Capital Management  October 2009 - Present
RAB Capital  August 2007 - July 2009
Ivy Asset Management   2002 - 2007

Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Portfolio Management, Asset Allocation, Investor Relations, Financial Analysis, Derivatives, Wealth Management

Education
University of Pennsylvania   1997 — 2001
B.A., History, Legal Studies, French

Choate Rosemary Hall

James Della Valle James Della Valle Greater New York City Area Details
James Della Valle's Ivy Asset Management Experience June 2006 - February 2010
Job Vice President at BNY Mellon Alternative Investment Services
Industry Financial Services
Experience
BNY Mellon  July 2010 - Present
Ivy Asset Management   June 2006 - February 2010
KPMG  October 2002 - May 2006

Education
LIU Post   1998 — 2001
BS, Accounting

Adam Liebman, CFA Adam Liebman, CFA Greater New York City Area Details
Adam Liebman, CFA's Ivy Asset Management Experience June 2001 - August 2001
Job Vice President at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management  December 2006 - Present
RBC Capital Markets  December 2005 - November 2006
Hennessee Group LLC   November 2002 - November 2005
Ivy Asset Management   June 2001 - August 2001

Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fund Of Funds, Fixed Income, Portfolio Management, Investments, Due Diligence, Mutual Funds, Structured Products, Asset Allocation, Investment Management, Asset Management, Risk Management, Bloomberg, Series 7

Education
Boston University Questrom School of Business   1998 — 2002
BSBA, Finance and Accounting

Dave O'Donnell Dave O'Donnell Greater New York City Area Details
Dave O'Donnell's Ivy Asset Management Experience August 2006 - August 2009
Job Assistant Property Manager with Hines Interests, LP
Industry Real Estate
Experience
Hines  November 2013 - Present
CPEX Real Estate Services   January 2013 - October 2013
Petrey Real Estate   June 2012 - January 2013
Great Neck Public Schools  September 2009 - May 2012
Ivy Asset Management   August 2006 - August 2009
Landor Associates  2005 - 2006

Skills
Real Estate, Real Estate Transactions, Sales, Rentals, Education, Marketing, Client Development, Hedge Funds, Investment Properties, Property, Valuation, Real Estate Economics, Investments, Brokerage, Asset Management, Property Management, Contract Negotiation, Management

Education
Cornell University   2002 — 2006
BS, Policy Analysis & Management

Saint John's University   2009 — 2011
MSEd, Childhood Education/Special Education

Regis High School   1998 — 2002

Michael Cesarino, CPA Michael Cesarino, CPA Greater New York City Area Details
Michael Cesarino, CPA's Ivy Asset Management Experience December 2007 - July 2008
Job Tax Senior Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  August 2014 - Present
Grant Thornton LLP  August 2013 - Present
Grant Thornton LLP  August 2012 - July 2013
Globecomm Systems Inc.  January 2012 - August 2012
Grant Thornton LLP  August 2008 - December 2011
Ivy Asset Management   December 2007 - July 2008
Grant Thornton LLP  January 2006 - November 2007

Skills
Corporate Tax, FAS109, CPA, GAAP, US GAAP, Tax Research, Tax Accounting, Tax, Accounting, SEC filings

Education
Long Island University, C.W. Post Campus   2011 — 2014
Master of Science (MS), Taxation

Bloomsburg University of Pennsylvania   1999 — 2003
BS, Accounting

Beth Heath, CFA, CAIA Beth Heath, CFA, CAIA Greater New York City Area Details
Beth Heath, CFA, CAIA's Ivy Asset Management Experience 1998 - 2004
Job Director of Hedge Fund Research at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC  2011 - Present
Sandell Asset Management  2005 - 2010
BNP Paribas  2004 - 2005
Ivy Asset Management   1998 - 2004
Maritime Overseas Corp   1993 - 1998
Granite Holdings, a CBS financial subsidiary   1991 - 1993

Skills
Hedge Funds, Alternative Investments, Investments, Asset Managment, Due Diligence, Equities, Portfolio Management, Capital Markets, Risk Management, Securities, Credit, Fixed Income, Private Equity, Trading, Investment Banking, Bloomberg, Mergers & Acquisitions, High Yield, Bonds, Strategic Planning, Financial Markets, Finance, Financial Analysis, Fund Of Funds, Mutual Funds

Education
Hofstra University   1994 — 1997
MBA, Finance

University of Rochester   1987 — 1991
B.A., Economics

Nicholas Pogan Nicholas Pogan Hicksville, New York Details
Nicholas Pogan's Ivy Asset Management Experience June 2006 - September 2006
Job Employment Services Representative at New York State Department of Labor
Industry Human Resources
Experience
New York State Department of Labor  July 2012 - Present
Century 21 Department Stores  May 2011 - July 2012
Canon U.S.A.   July 2008 - November 2008
Internship International   May 2007 - January 2008
Ivy Asset Management   June 2006 - September 2006

Skills
Employee Relations, HRIS, Benefits Administration, Performance Management, Human Resources, Deferred Compensation, Recruiting, Onboarding, Talent Management, Employee Benefits, HR Policies, Talent Acquisition, Microsoft Office, New Hire Orientations, Interviews, Employee Training, Employment Law, Customer Service, Resume Writing

Education
Adelphi University   2006 — 2008
MBA, Human Resources Management/Personnel Administration, General, 3.3

Adelphi University   2002 — 2006
Bachelor's degree, Business Management, 3.4

Dojoon Pai Dojoon Pai Greater New York City Area Details
Dojoon Pai's Ivy Asset Management Experience 2006 - Present
Job Program Development Professional
Industry Program Development
Experience
Ivy Asset Management   2006 - Present

Education
Binghamton University   1991 — 1994

Daniel Sylvia Daniel Sylvia Greater New York City Area Details
Daniel Sylvia's Ivy Asset Management Experience July 2001 - March 2010
Job Managing Director at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group  March 2010 - Present
Ivy Asset Management   July 2001 - March 2010
KPMG  July 1998 - July 2001

Skills
Hedge Funds, Fund Of Funds, Asset Management, Financial Services, Private Equity, Alternative Investments, Investments, Valuation, Bloomberg

Education
Hofstra University   1996 — 1997
BBA, Accounting

State University of New York at Albany   1993 — 1996
Accounting and Finance

Donna Joyce Donna Joyce Greater New York City Area Details
Donna Joyce's Ivy Asset Management Experience 2004 - June 2010
Job Product Manager at SunGard InvesTier
Industry Investment Management
Experience
SunGard - InvesTier   March 2010 - Present
Ivy Asset Management   2004 - June 2010
Pyramid Consulting, Inc.   1999 - 2004
D. E. Shaw & Co.   1993 - 1999
Lehman Brothers  1991 - 1993
KPMG Peat Marwick  1986 - 1991

Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Business Analysis, Financial Analysis, Fund Accounting, Accounting, Valuation, Securities, Investments, Investor Relations, Equities, Asset Management, Fixed Income, Cash Management, Wealth Management

Education
St. John's University, The Peter J. Tobin College of Business   1982 — 1986
Bachelor of Science, Accounting

Francisco Matos, CPA Francisco Matos, CPA Greater New York City Area Details
Francisco Matos, CPA's Ivy Asset Management Experience June 2007 - September 2010
Job Senior Accountant at The Wallace Foundation
Industry Accounting
Experience
The Wallace Foundation  June 2011 - Present
Ivy Asset Management   June 2007 - September 2010
Frederic Kantor & Co., PC   September 2004 - June 2007
Biscotti, Toback & Company, CPA's PC   September 2003 - August 2004
Friedman, LLP  January 2000 - September 2003

Skills
Accounting, Alternative Investments, Fund Accounting, Fund Of Funds, Financial Reporting, Hedge Funds, Financial Accounting, Auditing, CPA

Education
Long Island University, C.W. Post Campus   1997 — 2000
Bachelor of Science, Accounting

Saint John's University

Anne Wynne Anne Wynne Greater New York City Area Details
Anne Wynne's Ivy Asset Management Experience April 2005 - May 2010
Job General Counsel & Chief Compliance Officer
Industry Investment Management
Experience
Prince Street Capital Management   June 2014 - Present
Prisma Capital Partners  June 2010 - February 2013
Ivy Asset Management   April 2005 - May 2010
Seward & Kissel LLP  March 2001 - March 2005
Stroock & Stroock & Lavan LLP   September 1999 - March 2001

Education
Duke University School of Law   1996 — 1999
JD, Law

Loyola University Maryland   1992 — 1996
BA, History/Political Science

Marilyn Schaja Marilyn Schaja Greater New York City Area Details
Marilyn Schaja's Ivy Asset Management Experience April 2001 - September 2010
Job Senior Financial Advisor at FCE Group
Industry Investment Management
Experience
FCE Group   January 2012 - Present
Permal Asset Management  October 2010 - January 2012
Ivy Asset Management   April 2001 - September 2010
Donaldson Lufkin & Jenrette  April 1983 - December 2000

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Series 7, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Due Diligence, Investor Relations, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Derivatives, Securities

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

Binghamton University   1979 — 1983
BS, Economics/Mathematics

Tara Isler Tara Isler Greater New York City Area Details
Tara Isler's Ivy Asset Management Experience December 2002 - May 2010
Job Assistant Vice President, HR Generalist at Ivy Asset Management
Industry Investment Management
Experience
Ivy Asset Management   December 2002 - May 2010
Merrill Lynch  September 1999 - November 2002
Morgan Stanley Dean Witter  July 1995 - September 1999

Skills
Deferred Compensation, Management, Training, Recruiting, Human Resources, Asset Managment, Software Documentation, Performance Management, College Recruiting, Employee Benefits

Education
University at Albany, SUNY   1991 — 1995
BS, Finance and Management Information Systems

Clayton Cheek Clayton Cheek Greater New York City Area Details
Clayton Cheek's Ivy Asset Management Experience May 2001 - May 2007
Job Marketing
Industry Investment Management
Experience
Chesapeake Capital Corporation  May 1991 - Present
Onex Credit Partners   August 2011 - January 2014
Man Investments  2007 - 2009
Ivy Asset Management   May 2001 - May 2007
Sage Capital   2000 - 2002

Education
Old Dominion University
Bachelor of Science (BS), Finance and Economics

Chad Barber Chad Barber Greater New York City Area Details
Chad Barber's Ivy Asset Management Experience June 2003 - October 2005
Job Director at AIG
Industry Investment Management
Experience
AIG  February 2014 - Present
Millennium Partners  2006 - February 2014
Credit Suisse  October 2005 - March 2006
Ivy Asset Management   June 2003 - October 2005
Starr Capital Management   April 2001 - March 2003
Avis Rent a Car  June 1997 - April 2001
Mutual of New York  June 1993 - July 1996

Education
Stony Brook University   1996 — 1997
M.S., Applied Mathematics

Hofstra University   1989 — 1993
B.S., Computer Science

Scott Glickman, CFA, CAIA Scott Glickman, CFA, CAIA Greater New York City Area Details
Scott Glickman, CFA, CAIA's Ivy Asset Management Experience March 2001 - January 2009
Job Managing Director, Sales & Marketing at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management  September 2013 - Present
FRM Americas LLC.   June 2010 - July 2013
Advent Capital Management  March 2009 - June 2010
Ivy Asset Management   March 2001 - January 2009
J.P. Morgan   February 1997 - January 2001
Neuberger Berman  June 1992 - February 1997

Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management

Education
Boston University Questrom School of Business   1988 — 1992
BSBA, Finance

Christopher Abruzzino Christopher Abruzzino Greater New York City Area Details
Christopher Abruzzino's Ivy Asset Management Experience January 2004 - January 2006
Job Blue 9 Capital, LLC
Industry Investment Management
Experience
Blue 9 Capital, LLC   October 2006 - Present
Price Waterhouse Coopers  January 2006 - October 2006
Ivy Asset Management   January 2004 - January 2006

Skills
Private Equity, Corporate Finance, Financial Modeling, LBO, Growth Capital, M&A experience, Investment Valuation

Education
NYU Stern School of Business
MBA

Hofstra University   2001 — 2005
BBA, Finance, Accounting

Archbishop Molloy High School

Julie Quigley Julie Quigley Las Vegas, Nevada Area Details
Julie Quigley's Ivy Asset Management Experience May 2004 - August 2005
Job Investment Performance Analyst at 1199 National Benefit Fund
Industry Financial Services
Experience
1199 National Benefit Fund  April 2006 - December 2014
Ivy Asset Management   May 2004 - August 2005
Morgan Stanley Investment Management  March 1998 - April 2004

Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance

St. John's University
Master of Business Administration (MBA), Quantitative Analysis

Sheryl Buro Sheryl Buro Farmingville, New York Details
Sheryl Buro's Ivy Asset Management Experience June 1999 - June 2009
Job Comptroller at Long Island Contractors' Association, Inc.
Industry Construction
Experience
Long Island Contractors' Association, Inc.   June 2009 - Present
Ivy Asset Management   June 1999 - June 2009

Skills
Job Costing, General Ledger, Construction Accounting, Microsoft Office, Cost Accounting, Accounts Payable, Fixed Assets, Accounts Receivable, Project Accounting, Government, Journal Entries, Account Reconciliation

Education
Boston University   1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General

Alex Friedman Alex Friedman New York, New York Details
Alex Friedman's Ivy Asset Management Experience 2002 - 2003
Job Partner at Sugar Hill Capital Partners
Industry Real Estate
Experience
Sugar Hill Capital Partners  2009 - Present
Goldman Sachs  2007 - 2009
Bear Stearns  2006 - 2007
RBC  2003 - 2006
Ivy Asset Management   2002 - 2003
eDelights.com, Inc   1999 - 2001
Salomon Smith Barney, Inc.   1996 - 1999

Education
University of Pennsylvania - The Wharton School   1994 — 1996
Master of Business Administration (MBA), Finance, General

University of Maryland School of Law   1990 — 1993
Doctor of Law (JD)

The Johns Hopkins University   1986 — 1990
Bachelor of Arts (BA), Economics

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