JP Morgan Investment Management
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JP Morgan Investment Management Employees
LinkedIn April 2014 - Present
The Boston Consulting Group January 2013 - April 2014
IvoryTicket February 2012 - January 2014
Fig.com September 2012 - January 2013
JP Morgan Investment Management July 2008 - July 2010
Global Platinum Securities May 2005 - June 2008
Skills
Strategy, Financial Modeling, Entrepreneurship, Investments, Market Research, Strategic Partnerships, Valuation, Marketing, Management, Business Development, Analytics, Management Consulting, Passed all 3 levels of..., Economics, Product Development, Financial Analysis, Business Strategy, Social Media
Education
Harvard Business School 2010 — 2012
MBA
Harvard University 2004 — 2008
B.A., Economics, Psychology
CCM US LLC 2012 - 2015
JP Morgan Investment Management 2000 - 2009
Fitch-IBCA 1998 - 2000
LaSalle Partners 1992 - 1998
Spaulding & Slye Company 1988 - 1992
Skills
Real Estate Development, Asset Managment, Valuation, Asset Management, Disposition, Private Equity, Commercial Real Estate, Alternative Investments, Property Management, Real Estate Economics, Investment Properties, Investments, Real Estate, Portfolio Management, Due Diligence, Structured Finance, Strategy, Property
Education
Northwestern University - Kellogg School of Management
MBA
West Virginia University
BS
Peyton Madison 2012 - Present
Bank of America Corporation 2003 - 2011
J.P. Morgan Investment Management 2000 - 2003
MBIA 1990 - 1999
Skills
Proficient in Excel,..., Strong interpersonal &..., Self-motivated,..., Capital Markets, Portfolio Management, Credit, Credit Risk, Loans, Structuring, Credit Analysis, Risk Management, Due Diligence, Derivatives, Underwriting, Risk, Financial Analysis, Compliance, Financial Institutions, Negotiation, Financial Risk, Financial Structuring, Fixed Income, Securities, Investment Banking, Finance, Hedge Funds, Analysis, Structured Finance, Financial Services, Corporate Finance, Securitization, Bonds, Investments, Trading, Financial Modeling, Counterparty Risk, Funding, Treasury Management, Structured Products, Market Risk, Financial Markets, FX Options, Credit Derivatives, Commercial Banking, Commercial Lending, Investment Management, Operational Risk, Valuation, Bloomberg, Equities
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Seton Hall University
BS, Finance
Broyhill Asset Management February 2005 - Present
BMC Fund, Inc. March 2011 - Present
CFA North Carolina Society June 2010 - June 2012
JP Morgan Investment Management December 1999 - February 2005
Morgan Guarantee Trust Company December 1998 - December 1999
Skills
Asset Allocation, Portfolio Management, Security Analysis, Alternative Investments, Asset Managment, Hedge Funds, Equities, Investments, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Asset Management, Wealth Management..., Mutual Funds, Bloomberg, Equity Research, Capital Markets, Investment Advisory
Education
Penn State University 1994 — 1998
Bachelors, Finance
Hillsborough High School
Hillsborough High School
Federal Reserve Bank of New York January 2014 - Present
Central New York Regional Planning and Development Board February 2011 - September 2013
Rapid Response Monitoring January 2010 - January 2011
Institute for Private Investors November 2000 - November 2009
Appalachian Christian Village April 2000 - August 2000
Alliance Capital Management November 1998 - February 2000
JP Morgan Investment Management February 1998 - October 1998
JP Morgan & Company July 1997 - January 1998
Skills
Financial Modeling, Event Management, Administrative..., Strategic Planning, Public Speaking, Training, Event Planning, Negotiation, Management, Time Management, Human Resources
Education
Berkeley College 1995 — 1997
Associate of Arts (A.A.), Business Administration
Rutherford High School 1989 — 1993
Children of Tanzania 2005 - Present
Xerox Corporation - Pension Group February 2001 - November 2001
J.P. Morgan Investment Management 1982 - 1997
Skills
Public Speaking, Non-profits, Fundraising, Leadership, Business Strategy, Marketing, Coaching, Public Relations, Training, Marketing Strategy, Teaching, Social Networking, Sales, Editing, Event Planning, Nonprofits, Time Management
Education
University of Wisconsin-Madison 1981 — 1982
Master of Science (MS), Finance, General
University of Wisconsin-Madison 1978 — 1981
Bachelor of Business Administration (BBA), Finance, General
Tulane University 1977 — 1978
Lafayette College April 2014 - Present
Alfred P. Sloan Foundation 2004 - February 2014
J.P. Morgan Investment Management 1985 - 2003
Skills
Equities, Investments, Private Equity, Portfolio Management, Fixed Income, Alternative Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Columbia University in the City of New York 1980 — 1985
BA, English Lit
Dexmet Corporation June 2010 - Present
Norwalk Community College February 2010 - August 2012
Toro Media Group January 2008 - December 2010
Unger Enterprises December 2008 - May 2010
Five Star Products October 2006 - July 2008
Retrieval Masters Creditors Bureau March 1998 - October 2006
The Bank of New York March 1996 - January 1998
J.P. Morgan Investment Management September 1990 - September 1995
Dominick & Dominick LLC September 1986 - September 1990
Skills
Web Design, XHMTL, HTML + CSS, Wordpress, CMS, Flash Design, Dreamweaver, Proficient in InDesign, Photoshop, Adobe Creative Suite, Illustrator, Premiere, Access, Proficient in Microsoft..., PowerPoint, Filemaker Pro, Final Cut Pro, PHP, Fireworks, Competitive Analysis, Operating Systems, Market Research, Desktop Publishing, Public Relations, Corporate Branding, Marketing Communications, Copywriting, Advertising, Analytics, Web Analytics, Databases, InDesign, QuarkXPress, Media Planning, HTML, WordPress, Flash, Adobe Fireworks, Social Media, Email Marketing, Google Analytics, SEO, Marketing, E-commerce, Blogging, Graphic Design, Brochures, Press Releases, Marketing Management, Photography
Education
Noble Desktop 2015 — 2015
Web Development - Javascript and JQuery
Sessions College for Professional Design 2005 — 2007
Certificate, Design, Business Marketing
CUNY Bronx Community College 1982 — 1983
Electrical and Electronics Engineering
New York Private Bank & Trust August 2014 - Present
World Gold Trust Services January 2013 - July 2013
World Gold Council April 2009 - December 2012
Northern Trust Global Investments October 2006 - March 2009
Morgan Stanley Capital International (MSCI) Barra October 2000 - October 2006
JP Morgan Investment Management 1996 - 2000
Whitman & Howard 1991 - 1994
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, ETFs, Investment Strategies, Mutual Funds, Emerging Markets, Investment Management, Commodity, Derivatives, Investment Advisory, Trading, Wealth Management, Pensions, Quantitative Analytics, Strategy, Asset Management, Venture Capital, Gold, Private Equity, Valuation, Series 7, Equity Research, Investor Relations, Mergers & Acquisitions, Capital Markets, Financial Markets, Management, Bloomberg
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Worcester Polytechnic Institute 1986 — 1991
BS, Civil Engineering
U.S. Capital Advisors LLC September 2011 - Present
Sanders Morris Harris May 2001 - September 2011
JP Morgan Chase February 1999 - May 2001
JP Morgan Investment Management June 1990 - June 1998
Texas Commerce Bank February 1981 - June 1990
Skills
Series 7, Investments, Hedge Funds, Equities, Private Equity, Securities, Mergers, Asset Managment, Wealth Management, Due Diligence, Investment Banking, Alternative Investments, Financial Modeling, Portfolio Management, Capital Markets
Education
University of Virginia 1972 — 1976
BA, Government
University of Houston 1984 — 1986
MBA, Business Administration
Strategic Investment Group March 2014 - Present
Strategic Investment Group 2002 - March 2014
Rockport Advisors 1998 - 2002
J.P. Morgan Investment Management 1990 - 1998
Skills
Portfolio Management, Quantitative Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Tactical Asset..., Risk Management, Optimization, Databases, Equity Trading, Derivatives, Investments, Valuation, Capital Markets, Trading, Mutual Funds, Financial Modeling, Bloomberg, Investment Management, Quantitative Analytics, Investment Strategies
Education
New York University, Stern School of Business 1992 — 1994
MBA, Finance and Statistics
Moore School, University of Pennsylvania 1986 — 1990
BSEng
Wharton School, University of Pennsylvania 1986 — 1990
BSEcon
Infinity Group LLC July 2008 - Present
Citigroup Property Investors March 2005 - June 2008
JP Morgan Investment Management April 2002 - March 2005
Education
Harvard Business School 2000 — 2002
MBA, Finance & Business
Prudential Real Estate Investors May 2013 - Present
Cirrus Research January 2012 - May 2013
Robert W Baird & Co. November 2009 - December 2010
JP Morgan Investment Management December 1996 - July 2009
Investment Technology Group, Inc. November 1991 - December 1996
Skills
Equity Trading, Trading Systems, Trading, Program Trading, Electronic Trading, Asset Management, Trading Strategies, Securities, Options, ETFs, Bloomberg, Hedging, Investment Strategies, Smart Order Routing, Asset Allocation, Technical Analysis, Series 7, Series 63, Series 24, Asset Managment, Equities, Hedge Funds, Alternative Investments, Derivatives, Capital Markets, Investments, Bonds, Portfolio Management
Education
Delbarton School
Fairleigh Dickinson University-Florham Campus
BS -Accounting, Accounting
The College of William and Mary - The Mason School of Business
MBA, Finance
Merrill Lynch June 2010 - Present
Guggenheim Partners 2010 - 2010
GAM (U.K.) LIMITED (a company of Julius Baer) February 2007 - December 2009
GAM May 2006 - February 2007
Julius Baer Investment Management November 2004 - April 2006
J.P. Morgan July 2000 - December 2001
JP Morgan Investment Management July 1997 - July 2000
Skills
Alternative Investments, Asset Managment, Marketing Communications, Product Management, Strategic Planning, Brand Management, Strategy, Product Development, Market Planning, Relationship Management, Marketing, Market Research, Business Development, Advertising
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Finance
Fordham University 1993 — 1997
BA, Economics
Arsenal Capital Partners June 2014 - Present
Providence Equity Partners September 2013 - April 2014
Forbes Private Capital Group / G2 Investment Group, LLC August 2010 - September 2013
Guggenheim Partners 2005 - August 2010
JP Morgan Investment Management 2000 - 2003
J.P. Morgan 1998 - 2000
Skills
Investor Relations, alternative, Marketing, Private Equity, Due Diligence, investments, Fundraising, Series 7, Alternative Investments, Fixed Income, Corporate Finance, Fund Of Funds, Business Development, Securities, Capital Raising, Hedge Funds, Portfolio Management, Management, Capital Markets
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Columbia University in the City of New York 1994 — 1998
BA, Economics
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Financial Crime at Barclays Capital via Cognizant Technology Analytics Practice 2015 - Present
Molloy College 2008 - 2015
CFA Instititute 2012 - 2012
VP, Fortis Advisers, Quantitative Research August 1998 - May 2001
JP Morgan Investment Management October 1989 - August 1998
Kidder Peabody 1985 - 1989
Skills
Asset Management, Equities, Risk Management, Finance, Financial Analysis, Investment Management, Fixed Income, Quantitative Analytics, Corporate Finance, Investments, Portfolio Optimization, Analysis, Microsoft Excel, Financial Modeling, Leadership, Factset, Bloomberg, Barra Aegis, PowerPoint, Public Speaking, Microsoft Office, Research Writing, Research, Teaching, Microsoft Word, Behavioral Finance, Higher Education, Data Analysis, Portfolio Management, Entrepreneurship, Asset Allocation, Strategic Planning, Capital Markets, Management, Endowments, Foundations, Educational Leadership, Creative Problem Solving, Sales, Customer Service, Budgets, Access, Pension Funds, Decision Making, Online Education, Critical Thinking
Education
University of Maryland University College 2013 — 2016
Doctorate, Decision Making in Financial Market Environments
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Brooklyn College
BS, Computer Science/Mathematics
AIG July 2015 - Present
J.P. Morgan Chase July 2014 - June 2015
Citigroup Financial Svc November 2001 - July 2014
OGILVY ONE WORLDWIDE / OGILVY AND MATHER January 2000 - January 2001
Wunderman Cato Johnson February 1999 - April 2000
JP MORGAN INVESTMENT MANAGEMENT January 1997 - January 1999
Skills
Banking, Credit, Credit Cards, Risk Management, Portfolio Management, Internet Banking, Relationship Management, Financial Services, Business Analysis, Process Improvement, Marketing, Financial Risk, Training, Finance, Management, Leadership, Analysis
Education
Hofstra University 1992 — 1996
B.A., Speech-Language Pathology/Pathologist
Speech Language Pathology, Hofstra University
Bachelor of Arts
Vodafone Global Enterprise March 2013 - Present
UBS Wealth Management July 2012 - December 2012
NYSE Euronext September 2011 - June 2012
DEUTSCHE BANK (consultant from NorthPark Group) November 2009 - December 2011
Morgan Stanley June 2006 - November 2008
J.P. MORGAN CHASE October 2001 - May 2006
J.P. MORGAN INVESTMENT MANAGEMENT September 1997 - September 2001
PAINEWEBBER INC. April 1996 - September 1997
Scotia Macleod 1987 - 1995
Scotia Macleod 1987 - 1995
Skills
Incident Management, Vendor Management, IT Service Management, IT Management, Service Delivery, ITIL, IT Operations, Disaster Recovery, IT Strategy, Problem Management, Business Analysis, Outsourcing, Business Continuity, Infrastructure, Sybase, Solaris, Unix
Education
City University of New York-College of Staten Island 1983 — 1987
Associates Degree, Computer Technology
RBC Capital Markets June 2011 - Present
Deutsche Bank August 2009 - June 2011
Barclays Capital February 2000 - August 2009
Oxford Alumni Association 2004 - 2007
JP Morgan Securities 1997 - 1999
JP Morgan Investment Management 1997 - 1998
Education
University of Oxford - Said Business School 1999 — 2000
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
MS/BS, Finance/Economics
Freehold Boro High School 1989 — 1993
High School Diploma, High School
Structured Finance Associates, LLC 2014 - 2014
ECRO Partners / Bright Energy Partners 2013 - 2014
American Capital Energy 2011 - 2012
EcoSecurities 2007 - 2010
Bear Stearns 1997 - 2006
JP Morgan Investment Management 1996 - 1997
Skills
Renewable Energy, Entrepreneurship, Energy, Strategy, Project Finance, Tax Credit Financing, Project Management, Due Diligence, Financial Modeling, Carbon, Venture Capital, Contract Negotiation, Solar Energy, Business Development, Investments, Finance, Financial Structuring
Education
Harvard University 1989 — 1993
Hanover High School
New York University - Leonard N. Stern School of Business
JP Morgan Investment Management March 2013 - Present
J.P. Morgan Institutional Americas August 2011 - February 2013
J.P. Morgan Funds Management April 2011 - July 2011
J.P. Morgan Funds Management September 2010 - March 2011
J.P. Morgan Funds Management June 2009 - August 2009
The Annenberg Foundation June 2008 - August 2008
Skills
Fixed Income, Asset Management, Financial Institutions, Money Market, Asset Managment, Series 7, Series 63, Bloomberg, Portfolio Management
Education
University of Pennsylvania 2006 — 2010
B.A., Economics
Wyoming Valley West High School 2002 — 2006
CertaPro Painters - Residential & Commercial Painting Services 2014 - Present
Novartis Consumer Health 2013 - 2014
Novartis 2010 - 2013
Bayer Healthcare 2007 - 2010
PFIZER Consumer Health (Effective 1/07 JOHNSON & JOHNSON INC.) 2003 - 2007
PHARMACIA Corporation (Effective 4/03 PFIZER INC.) 2000 - 2003
PHARMACIA Corporation 1999 - 2000
AlliedSignal Inc (Now Honeywell International) 1993 - 1999
J.P. MORGAN INVESTMENT MANAGEMENT 1992 - 1992
United Technologies - Pratt & Whitney 1989 - 1991
Skills
Cross-functional Team..., Business Planning, Strategy, Painting Contracting..., Customer Service, Process Improvement, P&L Management, Leadership, Entrepreneurship, Franchising, Innovation, Management, Strategic Financial..., Forecasting, Financial Modeling, Finance, Analysis, Mergers & Acquisitions, Business Development, Strategic Planning, Managerial Finance, Start-ups, Executive Management, Product Launch, Financial Analysis, Market Analysis, Marketing, Sales, Corporate Finance, Acquisition Integration, Competitive Analysis, Auditing, Biotechnology, Sales Operations, Internal Controls, Portfolio Management, Due Diligence, Pharmaceutical Industry, Medical Devices, Pricing, Analytics, CRM
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Accounting, Finance, International Business
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
Bachelor's Degree, Finance
Amherst HighSchool
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Starrs Advisors LLC July 2013 - Present
Plainfield Asset Management March 2008 - Present
JP Morgan Investment Management 1996 - 2000
New Street Capital Corporation 1992 - 1996
Skills
Hedge Funds, Private Equity, Equities, Fixed Income, Asset Management, Valuation, Capital Markets, Alternative Investments, Investments, Securities, Investment Banking, Portfolio Management, Bloomberg, Financial Modeling, Due Diligence, Venture Capital, Corporate Development, Asset Managment, Leveraged Finance, Investment Management, Mergers & Acquisitions, High Yield, Fund Of Funds, Credit, Corporate Finance, Bonds, Contract Negotiation, Fundraising
Education
Stanford Graduate School of Business 1985 — 1987
MBA
Georgetown Univeristy 1973 — 1977
BS
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
Neuberger Berman March 2012 - Present
Allianz Global Investors Capital August 2007 - March 2012
The Reserve Funds March 2006 - August 2007
Citigroup Asset Management April 2004 - March 2006
Goldman Sachs Asset Management January 2000 - April 2002
J.P. Morgan Investment Management 1997 - 2000
Skills
Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Investments, Marketing, Marketing Communications, FINRA, Equities, Relationship Management, Product Marketing, Product Management, Portfolio Management, Series 7, Bloomberg, Securities, Asset Managment, Banking, Series 63, Series 24, Wealth Management
Education
Dowling College 2000 — 2002
MBA, Finance
Hofstra University 1993 — 1997
BBA, Banking & Finance
Allied Beverage Group July 2013 - Present
J.P. Morgan July 2012 - Present
J.P. Morgan June 2009 - July 2012
J.P. Morgan Investment Management May 2008 - August 2008
Education
Cornell University
Arup 2011 - 2012
The Rannapo Group 2010 - 2012
J.P. Morgan Investment Management 2006 - 2010
Summit Utilities, Inc. 2007 - 2009
CALYON 1997 - 2006
New York City Transit Authority 1993 - 1997
New York City School Construction Authority 1991 - 1993
Skills
Series 7, 63 and 79...
Education
Yale University - Yale School of Management 1989 — 1991
MBA
Cornell University 1983 — 1987
BS
Strategic Thinking Partners (www.strategicthinkingpartners.com) August 2013 - Present
Venable LLP June 2006 - July 2013
Kremer Management Consulting May 2003 - June 2006
CIGNA Group Insurance April 2001 - May 2003
J. P. Morgan Private Bank March 1999 - March 2001
J.P. Morgan Investment Management September 1997 - March 1999
T. Rowe Price Associates, Inc. August 1993 - September 1997
Citicorp July 1989 - September 1993
American Express Travel Related Services, Inc. June 1983 - July 1989
Young & Rubicam June 1981 - June 1983
Skills
Marketing Strategy, Business Strategy, Competitive Analysis, Marketing, Product Development, Change Management, Entrepreneurship, Direct Marketing, Start-ups, Leadership, Business Development, Market Planning, Market Research, Thought Leadership, Customer Insight, Innovation Management, Team Leadership, New Business Development, Corporate Positioning, Creative Problem Solving, Business Intelligence, Internet, Business Turnaround, Business Transformation, Reorganization, Asset Management, Private Banking, Insurance, Strategy, Strategic Planning
Education
Bucknell University 1971 — 1975
BA, Political Science
Temple University 1976 — 1979
MBA Program - Marketing
Citi Global Wealth Management, Global Consumer Bank 2014 - Present
Citi Private Bank 2006 - 2014
JPMorgan Invest 2004 - 2006
Chase Financial Services 2003 - 2004
J.P. Morgan Asset Management 1999 - 2002
J.P. Morgan Investment Management 1996 - 1999
BISYS Fund Services 1994 - 1996
Guerard Viala (CPA firm) 1991 - 1993
Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis
Education
State University of New York College at Oswego 1986 — 1990
Bachelor's degree, Accounting, French
Université Paris-Sorbonne 1988 — 1989
French Language and Literature
J.P. Morgan Asset Management January 2000 - Present
JP Morgan Investment Management July 1998 - January 2000
JP Morgan Investment Management July 1995 - June 1998
JP Morgan Investment Management January 1991 - June 1995
Skills
Portfolio Management, Quantitative Research, Fundamental Analysis, Portfolio Optimization, Equities
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.), Economics and Mathematics
XL Group plc August 2002 - Present
ShockMarket 2000 - 2001
Booz Allen & Hamilton 1996 - 2000
JP Morgan Investment Management 1991 - 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Princeton University 1987 — 1991
BSE, Mechanical & Aerospace Engineering
The Center for Reproductive Rights March 2013 - April 2014
Habitat For Humanity New York City June 2011 - March 2013
The Maple Street School 2005 - July 2011
Reach 2011 - 2011
Fort Greene Park Conservancy 2010 - 2010
STANFIELD CAPITAL PARTNERS 2002 - 2003
pareto partners 1997 - 2001
pareto partners 1997 - 2001
JP Morgan Investment Management 1994 - 1997
Robert Toigo Foundation 1993 - 1995
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Strategic Planning, Management Consulting, Asset Managment, Due Diligence, Asset Management, Economics, Budgets, Team Management, Community Outreach, Strategic Financial..., Portfolio Management, Investments, Corporate Finance, Managerial Finance, Negotiation, Mergers & Acquisitions, Private Equity, Business Strategy, Marketing, Strategy, Venture Capital, Financial Planning
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Vassar College
BA, Economics
bronx science
V3 Capital Management May 2011 - Present
High Rise Capital Management April 2002 - May 2011
JP Morgan Investment Management 2000 - 2002
Education
Northern State University 1993 — 1997
IDI Gazeley Brookfield Logistics Properties March 2015 - Present
JP Morgan Investment Management October 2005 - March 2015
Skills
Real Estate Economics, Asset Managment, Valuation, Real Estate Financing, Investments, Due Diligence, Asset Management, Disposition, Financial Modeling, Capital Markets, Financial Structuring, Acquisitions, Leases, Dispositions
Education
Cornell University 2001 — 2005
BS, Policy Analysis & Management
ING Investment Management January 2007 - Present
New York Life Investment Management July 2000 - December 2006
Bankers Trust/Deutsche Asset Management January 1998 - July 2000
JP Morgan Investment Management January 1996 - December 1997
Baruch College January 1992 - June 1996
Wharton Business School January 1991 - June 1991
Skills
Global Macro, Tactical Asset..., Equities, Investment Strategies, Quantitative Research, Strategic Asset..., Portfolio Management, Econometrics, Statistics, Macroeconomics
Education
University of Pennsylvania 1985 — 1990
Ph.D, Economics
The American College of Greece 1981 — 1985
B.A, Economics
Wellington Management Company January 2006 - Present
State Street Global Markets January 2000 - January 2006
J.L. Kaplan, Ltd. June 1999 - June 2000
Pinnacle Associates, Ltd. May 1998 - June 1999
J.P. Morgan Investment Management May 1996 - May 1998
Wall Street Access December 1993 - May 1996
Aetna Life & Casualty June 1991 - December 1993
Skills
Trading Systems, Bloomberg, Fixed Income, Electronic Trading, Hedge Funds, Equities, Derivatives, FX Options, Mutual Funds, Series 7, Financial Markets, Trading, Credit Derivatives, Market Data, Series 63
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Union College 1986 — 1990
BA, Economics
Cerner Capital 2011 - Present
JP Morgan Investment Management 1995 - 2011
Arthur Andersen 1989 - 1993
Skills
Equity Research, Industry Analysis, Equities, Financial Modeling, Capital Markets, CPA, Competitive Analysis, Mutual Funds, Investments, Portfolio Management, Asset Management, Financial Analysis, Asset Allocation, Strategic Financial..., Financial Services, Finance, Financial Risk, Analysis, Valuation, Private Equity, Strategy
Education
Wharton School of Business 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Florida Agricultural and Mechanical University 1985 — 1989
BS, Accounting
Playdate Planet December 2011 - Present
Credit Suisse April 2000 - June 2013
JP Morgan Investment Management 1995 - 2000
Bear Stearns 1989 - 1995
Skills
Capital Markets, Portfolio Management, Financial Services, Derivatives, Equities, Investment Banking, Analytics, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance and Managment
Boston University
Bachelor of Science, Business Administration
Voya Investment Management - Formerly ING Investment Management May 2014 - Present
ING Investment Management March 2014 - April 2014
ING Investment Management October 2004 - February 2014
JP Morgan Investment Management 1990 - 2004
JP Morgan Asset Management 1990 - 2004
Mitchell Hutchins Institutional Investors 1987 - 1990
Skills
Risk Management, Trading Systems, Asset Management, Derivatives, Financial Services
Education
State University of New York College at Brockport 1984 — 1986
B.S. Computer Science, B.S. Mathematics
Farmingdale State College 1982 — 1984
A.S., Computer Science
Risk Focus February 2015 - Present
Manhattan Symphonie July 2011 - Present
Capgemini Consulting March 2014 - February 2015
Sentillian August 2013 - February 2014
Accenture July 2006 - August 2013
Accenture - Capital Markets Solutions Group January 1999 - August 2013
Random Walk Computing 1999 - 2006
JP Morgan 1996 - 1999
JP Morgan Investment Management 1996 - 1999
Lehman Brothers 1991 - 1996
Skills
Trading Systems, IT Strategy, PMO, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, FX trading, Application Architecture
Education
Columbia University in the City of New York 1984 — 1986
MS, Computer Science
Eastman School of Music 1973 — 1979
BM, MA, Music Theory
James Madison High School, Brooklyn 1970 — 1973
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
Capco October 2014 - Present
Booz Allen Hamilton March 2008 - September 2014
Georgetown University 2007 - 2010
IBM July 2006 - February 2008
JP Morgan Private Bank July 2003 - June 2006
JP Morgan Investment Management July 2000 - July 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Strategy, Program Management, Management Consulting, Business Process..., Business Analysis, Data Analysis, Business Intelligence, Strategic Financial..., Competitive Analysis, Analytics, Business Transformation, Strategic Consulting, Mergers & Acquisitions, Organizational Design, Business Process..., Consulting, Management, Acquisition Integration, Process Improvement, Finance, Business Process, Leadership, Analysis, Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA
The George Washington University - School of Business 1996 — 2000
Finance & International Business, Summa Cum Laude
Navigant Consulting April 2004 - February 2009
Roundarch 2001 - 2004
nex-i.com 2000 - 2001
Base Ten Systems, Inc. 1998 - 2000
Information Paradigm Inc. (IPI) 1997 - 1998
J.P. Morgan Investment Management 1992 - 1997
J.P. Morgan Investment Management 1990 - 1992
J.P. Morgan Investment Management 1985 - 1990
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Siena College
BBA, Accounting
Neuberger Berman May 2004 - Present
Credit Suisse Asset Management 2000 - 2004
J.P. Morgan Investment Management 1996 - 2000
Harvard Business School 1994 - 1996
Skills
Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Capital Markets, Bloomberg
Education
Drexel University - LeBow College of Business 1988 — 1994
MBA, PhD, Finance
The University of Hong Kong 1984 — 1987
B.Sc. (Hon), Engineering
The Legal Aid Society NYC June 2015 - Present
The Legal Aid Society October 2014 - June 2015
JKA Consulting Services, LLC October 2008 - January 2015
JP Morgan Investment Management 1998 - 2001
Skills
Financial Services, Intellectual Property, Real Estate, Legal Writing, Legal Research, Westlaw, Litigation, Commercial Litigation, Mediation, Family Law, Nonprofits, Trials
Education
Hofstra University School of Law 2011 — 2014
Juris Doctor (J.D.), Law, Graduate
Barnard College 1994 — 1998
Bachelor of Arts (B.A.), Political Economy
Principal 2012 - Present
JPMorgan Chase 2009 - 2012
Merrill Lynch 2007 - 2008
Sovereign Bank 2002 - 2007
Merrill Lynch 2000 - 2001
JP Morgan Investment Management 1995 - 2000
Merrill Lynch 1989 - 1995
US Air Force Reserve November 1984 - November 1988
Skills
SDLC, Fixed Income, Equities, Trading Systems, Capital Markets, Trading, Electronic Trading, Derivatives, Risk Management, Bloomberg, XML, IT Strategy, Project Management, Sybase, .NET, SQL, Unix, Applications..., Series 7, Series 63, Investment Management, Wealth Management, Unified Managed Accounts, Separately Managed..., Portfolio Performance..., Security Operations, Reporting Systems, Web Development, Relational Databases, Global Staff Management, Department Budgeting, Operations Management, Technology Integration, Contract Management, Data Warehousing, Tableau, Spotfire, Reuters, SWIFT messaging, Visual Studio, Eclipse, C++ Language, Java, C#, Visual Basic, Unix Shell Scripting, Oracle, Microsoft SQL Server, Relationship Management, Security Clearance
Education
King's College 1985 — 1988
B.S,, Computer Information Systems
Continental Resources June 2013 - Present
JP Morgan Investment Management July 2008 - May 2013
Bear Stearns Asset Management June 2007 - August 2007
First Eagle Investment Management June 2006 - August 2006
Skills
Valuation, Fixed Income, Mutual Funds, Financial Modeling, Portfolio Management, Commodity, Private Equity, Investment Banking, Equities, Currency
Education
Harvard University 2004 — 2008
A.B., Economics
Ambac December 2013 - Present
National Financial Partners February 2010 - August 2013
Revlon April 2007 - August 2009
Willis October 2005 - April 2007
The Global Consulting Group June 2000 - October 2005
Carson Group 2000 - 2005
Thomson Financial 2000 - 2005
Palisade Capital Management December 1995 - October 1999
Chemical Bank (now part of JP Morgan Chase) July 1993 - December 1995
JP Morgan Investment Management June 1989 - July 1991
Education
New York University 1991 — 1993
MBA, Finance & International Business
Tufts University 1985 — 1989
BSME, Mechanical Engineering
Atlas Energy, Inc. March 2012 - Present
Resource America September 2008 - March 2012
NPV/Direct Invest March 2005 - March 2008
Shorenstein Company February 2002 - March 2005
JP Morgan Chase August 2000 - May 2001
JP Morgan Investment Management July 1993 - July 1998
Skills
Private Equity, Capital Markets, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Investment Banking, Equities, Asset Managment, Series 7, Securities
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
University of Delaware 1989 — 1993
BSBA, Business Administration
Neuberger Berman April 2015 - Present
BNY Mellon November 2005 - Present
Citigroup 2004 - 2005
JP Morgan Investment Management 1991 - 2004
The Chase Manhattan Bank 1986 - 1991
Skills
Fixed Income, Equities, Hedge Funds, Derivatives, Securities, Asset Management, Alternative Investments, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management, Asset Managment, Financial Markets, Trading Systems, Bonds, Middle Office, Relationship Management, Back Office, Financial Services
Education
Fairfield University 1982 — 1986
BS, Finance
Perkins Fund Marketing July 2013 - Present
Elm Ridge May 2005 - March 2012
SRC Capital Management / John Levin and Co February 2003 - May 2005
JP Morgan Investment Management 1985 - 1999
Skills
Alternative Investments, Fund Of Funds, Trading, Mutual Funds, Equities, Fixed Income, Hedge Funds, Financial Services, FINRA, Investments, Portfolio Management, Series 7, Asset Managment, Asset Management
Education
Colgate University
Bachelor's degree
High school
High school
High school
Airtight Games 2010 - 2011
Recoil Games 2009 - 2009
THQ 2005 - 2008
Electronic Arts 2004 - 2005
Hasbro Interactive 1998 - 2001
T/Maker Company 1994 - 1996
Sybase 1991 - 1993
International Financial Technology 1989 - 1990
JP Morgan Investment Management 1987 - 1989
Financial Trading Systems 1985 - 1987
Education
University of Pennsylvania
Bachelor of Science in Engineering, Major: Computer Science and Engineering
Taiyo Pacific Partners May 2011 - Present
J.P. Morgan Investment Management 1988 - 2000
Skills
Asset Managment, Alternative Investments, Valuation, Portfolio Management, Hedge Funds, Equities, Asset Management, Emerging Markets, Private Equity, Investment Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Brigham Young University 1977 — 1983
Bachelor's Degree, Japanese
GIA Partners LLC April 2001 - Present
Reich & Tang Asset Management, LLC 2001 - 2009
JP Morgan Investment Management November 1989 - April 2001
JP Morgan 1973 - 2001
Skills
Alternative Investments, Fixed Income
Education
Harvard University 1967 — 1971
BA
Groton School 1963 — 1967
Summit Realty Advisors, LLC January 2005 - Present
Lexington Realty Trust September 2001 - December 2004
JP Morgan Investment Management 1989 - 2001
JP Morgan 1989 - 2001
J.P. Morgan 1989 - 2001
Skills
Real Estate Economics, CMBS, Private Equity, Property Management, Financial Modeling, Structured Finance, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1970 — 1972
MBA, Marketing
Boston University - School of Management 1966 — 1970
BS
James Wiess January 2012 - Present
Charlestown High School September 2011 - November 2011
Boston Teacher Residency July 2010 - July 2011
Putnam Investments April 2000 - November 2008
JP Morgan Investment Management July 1992 - March 2000
Oppenheimer & Co. September 1984 - November 1991
Data Resorces Inc. June 1982 - August 1984
Education
UMass Boston 2010 — 2011
Masters, Education
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Finance, Economics
AIQ, Inc. January 2010 - Present
Galiber Group LLC March 2008 - December 2009
JP Morgan Investment Management January 1995 - February 2008
Salomon Brothers May 1993 - December 1994
Arthur Anderen & Co. January 1991 - September 1991
T. Rowe Price 1990 - 1990
Skills
Equities, Hedge Funds, Mutual Funds, Accounting, Investments, Strategic Planning, Budgeting, Financial Reporting, Portfolio Management, Finance, Start-ups
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance & Investing
University of Maryland College Park 1987 — 1990
BS, Accounting
Summit Partners April 2015 - Present
Alydar Capital, LLC January 2012 - March 2015
Oechsle International Advisors, LLC January 2010 - January 2012
Wellington Management October 2006 - December 2008
Wellington Management February 2000 - September 2006
J.P. Morgan Investment Management November 1994 - January 2000
J.P. Morgan & Co., Inc. July 1988 - October 1994
Skills
Asset Management, Asset Managment, Capital Markets, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Equities, Financial Services, Investment Management, Investment Banking, CRM, Wealth Management, Relationship Management, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA
Bowdoin College 1984 — 1988
AB
Pomfret School 1982 — 1984
Dennis-Yarmouth Regional High School 1980 — 1981
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan July 2013 - Present
J.P. Morgan March 2012 - July 2013
JP Morgan Investment Management January 2007 - March 2012
Huntington National Bank August 2003 - January 2007
Smith Barney January 1998 - August 2002
Skills
Application Development, Requirements Analysis, Equities, Asset Management, Sybase, Business Analysis, System Deployment, Software Deployment, Agile Methodologies, Production Support, Oracle, Business Objects, ETL, Informatica, Trading Systems, Longview, Software Development, Asset Managment, SDLC, Fixed Income, Investment Banking, Derivatives, Equity Trading, Equity Derivatives, Unix, VBA, Unix Shell Scripting, Swaps, SOA, SQL, Crystal Reports
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Townsend Harris
Sarnova Advisory October 2009 - Present
HSBC Private Bank April 2008 - October 2008
Morgan Stanley Investment Management November 2004 - October 2006
Commonfund May 2000 - October 2004
Navigator Capital July 1994 - April 2000
Weiss, Peck and Greer Investment Advisors March 1988 - June 1994
JP Morgan Investment Management July 1984 - February 1988
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Commodity Markets, Derivatives, Risk Management, Due Diligence, Finance, Quantitative Finance, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Process Improvement, Team Building, Business Development, New Business Development, Analytics, Economics, Modeling, Trading, Asset Allocation, Alternative Investments, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1984
MS, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance
Fisher Brothers January 2013 - Present
Atlantic Development Group April 2009 - January 2013
The Dermot Company, Inc. October 2005 - October 2008
New York City Economic Development Corporation February 2001 - September 2005
JP Morgan Investment Management 2000 - 2001
GVA Williams 1998 - 2000
Skills
New Markets Tax Credits..., Low Income Housing Tax..., Tax Exempt Bond...
Education
New York University 2000 — 2002
MS, Real Estate Finance
University of Chicago 1994 — 1998
BA, Sociology
Syzygy Advisors LLC April 2015 - Present
Commonfund February 2011 - March 2015
ING Investment Management - Americas 2003 - 2009
JP Morgan Investment Management 1994 - 2003
Bankers Trust Global Investment Managment 1981 - 1994
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS in Economics, Finance
Baltimore Polytechnic Institute 1971 — 1975
High School
Clarion Partners LLC August 2007 - Present
JP Morgan Investment Management January 2005 - July 2007
JP Morgan Partners September 1996 - January 2005
CalPERS May 1996 - August 1998
Skills
Investments, Real Estate, Private Equity, Portfolio Management, Management, Asset Management, Property, Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Financial Analysis, Capital Markets, Alternative Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Real Estate Finance
University of Massachusetts 1975 — 1979
BBA, Accounting
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
JPMorgan Chase March 2012 - Present
JP Morgan September 1994 - Present
JP Morgan Investment Bank January 2010 - February 2012
J.P. Morgan Investment Management 1994 - 2009
Education
Massachusetts Institute of Technology
SM, Operations Research
Massachusetts Institute of Technology
SB
Massachusetts Institute of Technology
PhD, Operations Research
J.P. Morgan Asset Management January 2014 - Present
UBS Global Asset Management June 1995 - January 2014
Goldman Sachs Asset Management 1994 - 1995
J.P. Morgan Investment Management 1990 - 1994
Lord Abbett 1983 - 1990
Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement
Education
St. Thomas Aquinas College 1979 — 1983
BS, Actuarial Science
PsychKorr, Inc. January 2013 - December 2014
Morgan Stanley Investment Management June 2010 - September 2010
Global Investment Advisors January 2003 - March 2009
JP Morgan Investment Management June 1985 - October 2002
New York Life Insurance Company June 1982 - May 1985
Deloitte & Touche September 1973 - June 1982
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Fund Of Funds, Fixed Income, Investment Management, Private Equity, Finance, Asset Allocation, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1971 — 1973
MBA, Finance
Columbia College (NY) 1965 — 1969
BA, Political Science
United Capital Financial Advisers, LLC October 2014 - Present
United Capital Financial Advisers, LLC May 2013 - September 2014
Mercer Advisors June 2011 - June 2012
US Bank May 2010 - June 2011
Advanta December 2005 - April 2009
Litz Hitech Corp. March 1999 - February 2002
J.P. Morgan Investment Management January 1998 - January 1999
Brown and Wood, LLP September 1996 - January 1998
Education
The Johns Hopkins University 1992 — 1996
B.A.
Widener University 2010 — 2012
Master
University of Pennsylvania - The Wharton School 2006 — 2008
College of Charleston August 2013 - Present
Retired Institutional Investment Management Professional 2009 - Present
College of Charleston August 2013 - August 2014
Working In Support of Education January 2012 - December 2012
AllianceBernstein March 2003 - December 2008
RogersCasey 1994 - 2002
Morgan Stanley 1989 - 1991
JP Morgan Investment Management 1984 - 1989
Towers Perrin 1981 - 1984
Skills
Investment Strategies, Asset Managment, Investment Management, Investments, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
Graduate studies in MBA program
Ripon College
Mathematics
University of Southern Mississippi
Bachelor of Science (BS); Master of Science (MS), Mathematics
Western Asset Management 2003 - Present
Millennium Capital Management/ Warfield Associates 2000 - 2003
JP Morgan Investment Management 1992 - 2000
Aetna Life & Casualty 1986 - 1992
Skills
Fixed Income, Asset, ALM, Asset Management, Portfolio Management, Investments, Bonds, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Equities, Bloomberg, Asset Allocation, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
MS, Finance, Marketing and Economics
University of Denver - Daniels College of Business 1981 — 1984
BSBA, Finance and Marketing
Oslo State College of Engineering 1979 — 1981
Ingenior, Telecommunications
J.P. Morgan Investment Management Inc 1991 - February 2000
JP Morgan Investment Management 1991 - 2000
Skills
Marketing Strategy, Social Media, Digital Marketing, Marketing Communications, Online Advertising, Event Planning, Asset Management, Email Marketing
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Marketing, Management of Organizations
Duke University 1983 — 1987
BA, Political Science
The Brearley School 1970 — 1983
HS
ADP July 2001 - Present
ePartners July 1998 - June 2001
Various 1992 - 1997
JP Morgan Investment Management March 1993 - June 1994
FGIC November 1986 - July 1992
Skills
SAS70, IT Audit, Sarbanes-Oxley Act, SDLC, Sarbanes-Oxley, COBIT, Process Improvement, Business Process, Information Technology, Business Analysis, Governance, Business Continuity, Information Security..., ERP, Internal Audit, Vendor Management, SOX Compliancy, Disaster Recovery, SAP
Education
Pace University - Lubin School of Business 1988 — 1992
Master of Business Administration (M.B.A.)
Fairleigh Dickinson University 1983 — 1985
Bachelor's Degree
T. Rowe Price December 2007 - Present
The Bank of New York January 2000 - November 2007
The New York Community Trust January 1999 - December 2000
J.P. Morgan Investment Management November 1996 - January 1999
The Bank of New York October 1993 - November 1996
Education
Binghamton University 1989 — 1993
BA, Mathematics
Seafarer Capital Partners May 2014 - Present
Legg Mason January 2006 - July 2012
Citigroup Asset Management April 1999 - December 2005
J.P. Morgan Investment Management September 1997 - March 1999
Salomon Brothers July 1996 - July 1997
Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments
Education
Brown University
B.A., Economics
Live in America Financial Services February 2012 - Present
Lexington Realty Trust March 2004 - April 2014
JP Morgan Investment Management February 1999 - March 2004
Ernst & Young September 1997 - January 1999
Skills
Business Planning, Analysis, Asset Managment, Due Diligence, Investments, Financial Analysis, Commercial Real Estate, Real Estate Transactions, Asset Management, Portfolio Management, Mergers & Acquisitions, Real Estate Development, Disposition, Investment Properties
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Real Estate
Baruch College, City University of New York (CUNY) 1993 — 1995
BBA, Accounting
GreatSchoolsDelaware.org August 2014 - July 2015
Brandywine School District January 2012 - June 2014
Barclays February 2005 - August 2010
PFPC Inc July 2003 - November 2004
DuPont Capital Management Corporation January 2000 - January 2002
J.P. Morgan Investment Management August 1994 - March 2000
AIESEC - U.S. Inc January 1990 - January 1991
Skills
Credit Cards, CRM, Process Improvement, Consulting, Project Management, Vendor Management, Marketing, Leadership, Program Management, Public Speaking, Strategic Planning, Management, Nonprofits, Team Building, Community Outreach, Program Development, Leadership Development, Sales, Coaching, Fundraising, Event Planning, Research, Customer Service, Budgets, Organizational..., Grant Writing, Staff Development, Public Relations, Training, Teaching, Volunteer Management, Strategy, Cross-functional Team...
Education
Miami University
BS, Business Administration
Miami University
BS in Bus Admin, Economics
Honeywell Capital Management March 2002 - Present
JP Morgan Investment Management January 2001 - March 2002
Chase Asset Management July 1998 - January 2001
J&W Seligman December 1984 - July 1998
Dime Savings Bank of New York June 1982 - December 1984
Skills
Asset Management, Fixed Income, Portfolio Management, Securities, Capital Markets, Equities, Bloomberg
Education
Fordham University
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Arts (B.A.), Economics
Aberdeen Financial LLC 2012 - Present
BlackRock 2006 - 2011
Merrill Lynch Investment Management 2001 - 2006
J.P. Morgan Investment Management 1996 - 2000
Bankers Trust Company 1991 - 1995
Skills
Equities, Portfolio Management, Quantitative Research, Statistical Arbitrage, Risk Management, Stock Selection, Portfolio Construction, Multi Factor Models, Market Neutral, Event Driven Strategies, Arbitrage Strategies, News Analytics, Hedge Funds, Capital Markets, Analytics, Investments, Financial Risk, Investment Strategies, Stock Picking, Equity Research
Education
Columbia University - Graduate School of Business 1990 — 1991
Master of Business Administration
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science
RBS Global Banking & Markets October 1998 - Present
JP Morgan Investment Management April 1991 - May 1997
Skills
Corporate Governance, Securities, Due Diligence, Securities Regulation, Risk Management, AML, Banking, Mergers, Financial Reporting, Financial Risk, Mergers & Acquisitions, Contract Negotiation, FINRA, Bloomberg, Options, Finance, Bonds, Portfolio Management, Mutual Funds, Trading, Executive Management, Corporate Law, Series 7, Policy
Education
Kaplan University 2009 — 2012
Bachelors, Paralegal Studies, GPA 3.9
Mercy College 2002 — 2006
Masters Degree, Securities Brokerage
Pace University - Lubin School of Business 1982 — 1993
Bachelors in Business Administration, Marketing
JP Morgan Investment Management May 2006 - Present
J.P. Morgan 1998 - 2013
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Bloomberg, Portfolio Management, Securities, Valuation, Investments, Asset Management, Financial Modeling, Trading Systems, Alternative Investments, Banking, Mutual Funds, Trading
Education
Montclair State University 1993 — 1998
Bachelor of Arts (B.A.), History
J.P. Morgan Global Wealth Management August 2013 - Present
J.P. Morgan Private Bank June 2010 - August 2013
J.P. Morgan Investment Management October 2003 - May 2010
Waddell & Reed May 2001 - September 2003
Skills
Investments, Commingled Pension..., Hedge Funds, Equities, Structured Notes, Defined Contribution, Employee Stock Plans, 10b5-1 Plans, Directed Share Plans, Stable Value, Product Development, Product Management, Project Management, Business Development, Business Process..., Investment Management, Wealth Management, Derivatives, Fixed Income, Asset Management, Interest Rate..., Structured Products, Securities
Education
University of Delaware 1997 — 2001