James Alpha Management
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James Alpha Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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