James Alpha Management

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James Alpha Management Employees

Employee
Years
Job
Industry
James Roland James Roland Greater San Diego Area Details
James Roland's James Alpha Management Experience 2012 - January 2014
Job Regional Director at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors  January 2014 - Present
James Alpha Management   2012 - January 2014
Walton International Group  January 2008 - April 2012
Walton International Group  June 2007 - January 2008
Charles Schwab  June 2006 - June 2007
Vanguard  June 2005 - June 2006

Skills
Series 7, Real Estate Investment, Investments, Real Estate, Securities, Wealth Management, Funding, New Business Development, Negotiation, FINRA, Salesforce.com, Sales, Investment Properties, Asset Managment, Asset Allocation, Selling, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Trading, Relationship Management, Uniform Combined State..., Management, Finance, Equities, Strategic Financial..., Series 63, Asset Management, Strategy, Fixed Income, Business Development, Bonds, ETFs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Series 24, Investment Sales, Mutual Funds, Wholesale Banking, Vice Presidents, Hedge Funds, Series 65, CRM, Retirement, Options, 401k, Wealth

Education
Arizona State University, W. P. Carey School of Business   2001 — 2005
B.S., Economics

Alexander Assaf, CFS® Alexander Assaf, CFS® Portland, Oregon Area Details
Alexander Assaf, CFS®'s James Alpha Management Experience September 2015 - Present
Job Regional Business Consultant (External Wholesaler)
Industry Financial Services
Experience
James Alpha Management   September 2015 - Present
Curian Capital  March 2014 - September 2015
Curian Capital  July 2012 - March 2014
New England Financial  April 2011 - July 2012
Morgan Stanley Smith Barney  November 2010 - March 2011
Vultur Project   July 2010 - September 2010
Johns Hopkins Hospital  July 2009 - September 2009
Merrill Lynch  June 2007 - September 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance

Education
Dartmouth College   2006 — 2010
Bachelor of Arts, Classical Studies

Jesuit High School New Orleans   2001 — 2006
High School Diploma, General

Peter Sykes Peter Sykes San Francisco, California Details
Peter Sykes's James Alpha Management Experience March 2015 - Present
Job Regional Business Consultant at James Alpha Management
Industry Financial Services
Experience
James Alpha Management   March 2015 - Present
Putnam Investments  July 2012 - September 2014
Rydex/SGI   February 2002 - September 2011
Eaton Vance  March 1998 - February 2002
GT Global  December 1990 - March 1998

Skills
Alternative Investments, Mutual Funds, Series 7, ETFs, Series 63, Asset Allocation, Investments, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Equities, Financial Services, Investment Advisory, Financial Advisory, Securities, Finance

Education
Lehigh University   1979 — 1984
BSME, Mechanical Engineering

John Vaughan, JD, CAIA, CPWA John Vaughan, JD, CAIA, CPWA Greater Boston Area Details
John Vaughan, JD, CAIA, CPWA's James Alpha Management Experience James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Job Northeast Regional Director, James Alpha Management
Industry Investment Management
Experience
James Alpha Management   James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners  2012 - June 2014
Hatteras Funds  2010 - 2012
Eaton Vance  2007 - 2010
Eaton Vance  1999 - 2007
Citizens Bank  1998 - 1999
Commonwealth of Massachusetts  1996 - 1998
Commonwealth of Massachusetts  1994 - 1996
Eaton Vance  1991 - 1994
Fidelity Investments  1986 - 1991

Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies

Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)

University of Chicago Graduate School of Business   2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA

New England School of Law   1990 — 1994
Juris Doctorate (JD)

Lake Forest College
Bachelor's degree

Phillips Andover Academy

Kelly Bauerle, MBA Kelly Bauerle, MBA Greater Denver Area Details
Kelly Bauerle, MBA's James Alpha Management Experience June 2011 - Present
Job Regional Business Consultant at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management   June 2011 - Present
Transamerica Capital  November 2009 - June 2011
Old Mutual Investment Partners  March 2005 - September 2009
Old Mutual Capital  March 2005 - September 2009
Old Mutual Investment Partners  2005 - 2006
American Express Financial Advisors  2002 - 2004
Provident Bank  2000 - 2001
Wells Fargo Bank  1999 - 2000

Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63

Education
University of Cincinnati College of Business   2001 — 2002
MBA, Management, Finance and Entrepreneurship

University of Northern Colorado   1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography

Cottonwood High School   1992 — 1995
High School Diploma

Warren Beth, MBA, CFA Level 2 Candidate Warren Beth, MBA, CFA Level 2 Candidate Greater Denver Area Details
Warren Beth, MBA, CFA Level 2 Candidate's James Alpha Management Experience February 2013 - March 2013
Job Investment Analyst
Industry Financial Services
Experience
Red Rocks Capital, LLC   March 2013 - Present
James Alpha Management   February 2013 - March 2013
361 Capital  March 2012 - December 2012
Everyman Media Designs   March 2010 - January 2012
Gold's Gym  October 2010 - August 2011
Wells Fargo Home Mortgage  February 2010 - June 2010

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Salesforce.com, Managerial Finance, Warren, VBA, Axys, Moxy, Equity Valuation, Financial Statements, Finance, Management, Analysis, Microsoft Office

Education
University of Denver - Daniels College of Business   2011 — 2013
MBA, Finance

University of Alabama
BA, English

Alan Butch Andreini, CAIA Alan Butch Andreini, CAIA San Francisco Bay Area Details
Alan Butch Andreini, CAIA's James Alpha Management Experience January 2014 - Present
Job Senior Vice President at James Alpha Management
Industry Investment Management
Experience
James Alpha Management   January 2014 - Present
Carrington Capital Management  January 2013 - December 2013
Brencourt Advisors  October 2010 - October 2012
Armored Wolf   September 2008 - October 2010
CRG Partners  January 2003 - June 2008

Skills
Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Asset Management, Portfolio Management, Marketing, New Business Development, Investor Relations, Institutional..., Investments, Asset Allocation, Fund Of Funds, Capital Markets, Derivatives, Valuation, Investment Banking, Equity Research, Venture Capital, Due Diligence, Funding, Start-ups

Education
Trinity College-Hartford   1998 — 2002
BA, Economics

Bernadette Quinn Bernadette Quinn Greater New York City Area Details
Bernadette Quinn's James Alpha Management Experience March 2012 - May 2013
Job Administrative Specialist & MBA Candidate at Zicklin School of Business
Industry Financial Services
Experience
Newtyn Management   June 2013 - Present
James Alpha Management   March 2012 - May 2013
EIFC   March 2011 - November 2011
Bear Cafe   May 2006 - August 2010
U.S. House of Representatives   September 2009 - January 2010

Skills
Microsoft Excel, Research, Social Media, Public Speaking, Data Analysis, Editing, Salesforce.com, Alternative Investments, Hedge Funds, Financial Modeling, Portfolio Performance..., Marketing Strategy, Compliance Management, Microsoft Office, Strategy, Human Resource..., Investor Relations, Operations Management, Teamwork, Restaurant Management, Recruiting, Spanish, NYS Notary Public, IT Management, Pertrac, QuickBooks, Writing, Technical Writing, PowerPoint, Visio, Problem Solving, Contact Management, Government Liaison, Photoshop, Customer Service, Word, Event Planning, Administration, Outlook, Administrative Support, Scheduling, Data Entry, Inventory Management, Telephone Skills, Government, Fund Of Funds, Financial Analysis, Office Management, Project Management

Education
Baruch College, City University of New York (CUNY)   2015 — 2018
Master of Business Administration (M.B.A.), Operations Management, Finance

SUNY New Paltz
BA, Political Science

Onteora High School

Onteora High School

Holt Fogarty Holt Fogarty Greater Minneapolis-St. Paul Area Details
Holt Fogarty's James Alpha Management Experience September 2015 - Present
Job Regional Business Consultant at James Alpha Management
Industry Investment Management
Experience
James Alpha Management   September 2015 - Present
Curian Capital  February 2007 - August 2015
Curian Capital/Jackson National Life   February 2003 - January 2007
CIBC World Markets  June 2001 - December 2002

Skills
Mutual Funds, Series 63, Series 7, Series 65, Separately Managed..., ETFs, Alternative Investments, CFS, Asset Managment, Fixed Annuities, Banking, Asset Management, Retirement Planning, Wealth Management, 401k, Uniform Combined State..., Investments, Investment Advisory, Securities, Retirement, Financial Advisory

Education
Marist College   1997 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics

Marist College   1997 — 2000
Certificate of Art & Design, Commercial and Advertising Art

David Hunt, CIMA David Hunt, CIMA Greater Philadelphia Area Details
David Hunt, CIMA's James Alpha Management Experience July 2014 - Present
Job Regional Business Consultant at James Alpha Management
Industry Financial Services
Experience
James Alpha Management   July 2014 - Present
Dreyfus  June 2008 - April 2014
AllianceBernstein  May 1995 - March 2008
Smith Barney  May 1992 - April 1994

Skills
CIMA, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Management Consulting, Analysis, Separately Managed..., Team Building, Public Speaking, Territory..., Practice Management, 529 Plans, Financial Advisory, Financial Services

Education
University of Pittsburgh   1988 — 1992
BA, Economics/Business

Exeter Township High School

Dan Onan Dan Onan Greater Chicago Area Details
Dan Onan's James Alpha Management Experience January 2015 - Present
Job Vice President, Midwest Regional Director
Industry Financial Services
Experience
James Alpha Management   January 2015 - Present
Altegris Investments  November 2012 - Present
Guggenheim Investments  April 2006 - October 2012
Allstate Distributors, LLC   2003 - 2006

Skills
Alternative Investments, Equities, Mutual Funds, Series 7, Series 63, ETFs, Sales, Hedge Funds, Fixed Income, 401k, Variable Annuities, Managed Futures, Salesforce.com, Commodity, Securities, Financial Advisory, Bonds, Investment Advisory, Series 6, Investments, Asset Allocation, CRM, Investment Strategies, FINRA, Fixed Annuities, Fund Of Funds, Private Placements, Wealth Management, Asset Management, Investment Management, Separately Managed...

Education
University of Minnesota Duluth   1998 — 2003
B.A., Criminology

Michael Montague Michael Montague Greater New York City Area Details
Michael Montague's James Alpha Management Experience June 2006 - December 2008
Job Chief Operating Officer at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management, LLC   January 2007 - Present
James Alpha Management   June 2006 - December 2008
UBS Investment Bank  June 2004 - August 2004
Schlumberger Ltd.  January 1998 - July 2003

Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Trading, Options

Education
Cornell University - S.C. Johnson Graduate School of Management   2003 — 2005
MBA

Pennsylvania State University   1993 — 1997
B.S., Geophysics

Kevin Heller Kevin Heller Greater New York City Area Details
Kevin Heller's James Alpha Management Experience June 2015 - Present
Job Senior Vice President Marketing at James Alpha Management
Industry Financial Services
Experience
James Alpha Management   June 2015 - Present
Beech Street Advisors   October 2012 - May 2015
Focus Asset Management   April 1998 - September 2012
Oppenheimer & Co.   1997 - 1998
Prudential Securities  1996 - 1997
Kidder Peabody  1991 - 1995

Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory

Education
Baruch College, City University of New York (CUNY)   1996 — 1999
MBA, Finance

University at Albany, SUNY   1986 — 1990
BS, Business Administration

Long Beach High School   1982 — 1986

Marcus Burns Marcus Burns Greater Denver Area Details
Marcus Burns's James Alpha Management Experience September 2013 - September 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  May 2014 - Present
James Alpha Management   September 2013 - September 2014
TD Ameritrade  November 2012 - March 2013
Jackson National Life  June 2010 - November 2012
Old Mutual Capital  July 2007 - August 2009
Old Mutual Capital  September 2005 - August 2009
Old Mutual Capital  August 2004 - July 2007
The J. Edward Group   May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds   June 1998 - May 2003
TransAmerica Capital  October 1997 - June 1998

Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance

Education
Taylor University
Business Finance

University of Phoenix, Denver
Business Marketing

Vincennes University
Business Management

Amit Bhushan Amit Bhushan Greater New York City Area Details
Amit Bhushan's James Alpha Management Experience July 2015 - August 2015
Job Talent Acquisition Specialist
Industry Financial Services
Experience
Strategies for Wealth  September 2015 - Present
College Works Painting  February 2015 - September 2015
James Alpha Management   July 2015 - August 2015
Wells Fargo Advisors  June 2014 - August 2014
Inditex - Zara  May 2011 - May 2013

Skills
Microsoft Excel, Marketing Strategy, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Social Media, Leadership, Event Planning, Finance, Sales, Social Networking, Management, Facebook, Communication, Data Analysis, Marketing, Strategic Planning

Education
University of Connecticut   2011 — 2016
Bachelor's degree, Economics

G.D. Goenka World School   2009 — 2011
International Baccalaureate

Kyle Hercher Kyle Hercher Greater Denver Area Details
Kyle Hercher's James Alpha Management Experience April 2013 - August 2013
Job Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group  November 2013 - Present
James Alpha Management   April 2013 - August 2013
RBC Wealth Management  June 2012 - August 2012

Skills
Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Marketing, Business Planning

Education
University of Denver   2009 — 2013
Bachelor of Science (BS), Finance & International Business

University of Denver - Daniels College of Business   2009 — 2013
International Business/Finance, Business