JP Morgan Investment Management

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JP Morgan Investment Management Employees

Employee
Years
Job
Industry
Helen Weng Helen Weng San Francisco, California Details
Helen Weng's JP Morgan Investment Management Experience July 2008 - July 2010
Job Manager, Business Operations at LinkedIn
Industry Online Media
Experience
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

Barbara J. Bernard Barbara J. Bernard Greater New York City Area Details
Barbara J. Bernard's JP Morgan Investment Management Experience 2000 - 2009
Job Portfolio Manager, Real Estate Investments
Industry Real Estate
Experience
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

Garfield Johnson Garfield Johnson Greater New York City Area Details
Garfield Johnson's JP Morgan Investment Management Experience 2000 - 2003
Job Senior Credit Officer/Counterparty Risk Management Professional
Industry Financial Services
Experience
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

Christopher Pavese Christopher Pavese Hickory/Lenoir, North Carolina Area Details
Christopher Pavese's JP Morgan Investment Management Experience December 1999 - February 2005
Job President & Chief Investment Officer at Broyhill Asset Management
Industry Investment Management
Experience
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

Cynthia Reilly Cynthia Reilly Greater New York City Area Details
Cynthia Reilly's JP Morgan Investment Management Experience February 1998 - October 1998
Job Conference & Event Planning Professional
Industry Financial Services
Experience
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

Lisa Waller Oram, CFA Lisa Waller Oram, CFA Riverside, Connecticut Details
Lisa Waller Oram, CFA's JP Morgan Investment Management Experience 1982 - 1997
Job Vice Chairman/Treasurer at Children of Tanzania
Industry Nonprofit Organization Management
Experience
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

Joseph Bohrer Joseph Bohrer Greater New York City Area Details
Joseph Bohrer's JP Morgan Investment Management Experience 1985 - 2003
Job Chief Investment Officer at Lafayette College
Industry Investment Management
Experience
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

Eric Toro Eric Toro Greater New York City Area Details
Eric Toro's JP Morgan Investment Management Experience September 1990 - September 1995
Job Marketing Communications Specialist, Web Development, Desktop Publishing and Technical Writer
Industry Mining & Metals
Experience
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

Jason Toussaint Jason Toussaint New York, New York Details
Jason Toussaint's JP Morgan Investment Management Experience 1996 - 2000
Job
Industry Financial Services
Experience
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

Bill Hurt Bill Hurt Houston, Texas Details
Bill Hurt's JP Morgan Investment Management Experience June 1990 - June 1998
Job Senior Managing Director at U.S. Capital Advisors LLC
Industry Investment Management
Experience
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

Timothy O'Hara Timothy O'Hara Washington D.C. Metro Area Details
Timothy O'Hara's JP Morgan Investment Management Experience 1990 - 1998
Job CoChief Investment Officer at Strategic Investment Group
Industry Investment Management
Experience
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

Etienne E. Locoh-Donou Etienne E. Locoh-Donou Greater New York City Area Details
Etienne E. Locoh-Donou's JP Morgan Investment Management Experience April 2002 - March 2005
Job Managing Partner, Urban Century Capital
Industry Investment Management
Experience
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

Emil Skulski Emil Skulski Greater New York City Area Details
Emil Skulski's JP Morgan Investment Management Experience December 1996 - July 2009
Job REIT Trader at Prudential Real Estate Investors
Industry Investment Management
Experience
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

Elizabeth Hare Elizabeth Hare Greater Boston Area Details
Elizabeth Hare's JP Morgan Investment Management Experience July 1997 - July 2000
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Grace Kim Grace Kim Greater New York City Area Details
Grace Kim's JP Morgan Investment Management Experience 2000 - 2003
Job Principal, Investor Relations at Arsenal Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Chip Dillon, CFA Chip Dillon, CFA Greater New York City Area Details
Chip Dillon, CFA's JP Morgan Investment Management Experience July 1986 - February 1991
Job Partner at Vertical Research Partners
Industry Research
Experience
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

Lori Cenci,CFA Lori Cenci,CFA Greater New York City Area Details
Lori Cenci,CFA's JP Morgan Investment Management Experience October 1989 - August 1998
Job Financial Crime at Barclays Capital via Cognizant Technology Analytics Practice
Industry Investment Banking
Experience
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

Jen Hosford Jen Hosford Greater New York City Area Details
Jen Hosford's JP Morgan Investment Management Experience January 1997 - January 1999
Job Associate Director of Operational Risk Management at AIG
Industry Insurance
Experience
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

Raymond Ferguson Raymond Ferguson Greater New York City Area Details
Raymond Ferguson's JP Morgan Investment Management Experience September 1997 - September 2001
Job Problem Manager at Vodafone
Industry Information Services
Experience
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

Joseph Lau Joseph Lau Greater New York City Area Details
Joseph Lau's JP Morgan Investment Management Experience 1997 - 1998
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
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

Robert Oden Robert Oden Greater New York City Area Details
Robert Oden's JP Morgan Investment Management Experience 1996 - 1997
Job Executive Vice President at United States Solar Corporation
Industry Financial Services
Experience
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

AJ Nobile AJ Nobile New York, New York Details
AJ Nobile's JP Morgan Investment Management Experience March 2013 - Present
Job Associate Shortterm Fixed Income Client Portfolio Manager (CPM) at J.P. Morgan
Industry Investment Management
Experience
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

Juan Chamorro Juan Chamorro Greater New York City Area Details
Juan Chamorro's JP Morgan Investment Management Experience 1992 - 1992
Job Owner and President at CertaPro Painters of Livingston
Industry Construction
Experience
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

John Paulsen, CFA John Paulsen, CFA Greater New York City Area Details
John Paulsen, CFA's JP Morgan Investment Management Experience June 2000 - February 2006
Job Head of Research at Stonebridge Advisors
Industry Investment Management
Experience
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

Kathleen Starrs Kathleen Starrs Rye, New York Details
Kathleen Starrs's JP Morgan Investment Management Experience 1996 - 2000
Job Managing Member at Starrs Advisors LLC
Industry Financial Services
Experience
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

Mark Roethlin, CFA Mark Roethlin, CFA Greater New York City Area Details
Mark Roethlin, CFA's JP Morgan Investment Management Experience January 1997 - July 1999
Job Director at New York Life Investment Management
Industry Investment Management
Experience
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

Adam Cymbler Adam Cymbler Greater New York City Area Details
Adam Cymbler's JP Morgan Investment Management Experience 1997 - 2000
Job Senior Vice President, Institutional Product Management & Marketing at Neuberger Berman
Industry Investment Management
Experience
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

Faryn Altschuler Faryn Altschuler Greater New York City Area Details
Faryn Altschuler's JP Morgan Investment Management Experience May 2008 - August 2008
Job Trade Research and Business Development at Allied Beverage Group
Industry Investment Banking
Experience
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

Glenn Muscosky Glenn Muscosky Greater New York City Area Details
Glenn Muscosky's JP Morgan Investment Management Experience 2006 - 2010
Job Energy / Infrastructure Investment Banking Professional
Industry Investment Banking
Experience
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

Douglas G. Kremer Douglas G. Kremer Washington D.C. Metro Area Details
Douglas G. Kremer's JP Morgan Investment Management Experience September 1997 - March 1999
Job President and Founder at STRATEGIC THINKING PARTNERS
Industry Management Consulting
Experience
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

Kristine (Hoff) Rozan Kristine (Hoff) Rozan New York, New York Details
Kristine (Hoff) Rozan's JP Morgan Investment Management Experience 1996 - 1999
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
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

Raffaele Zingone, CFA Raffaele Zingone, CFA Greater New York City Area Details
Raffaele Zingone, CFA's JP Morgan Investment Management Experience July 1998 - January 2000
Job Portfolio Manager, Managing Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
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

George Bumeder George Bumeder Greater New York City Area Details
George Bumeder's JP Morgan Investment Management Experience 1991 - 1994
Job
Industry Investment Management
Experience
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

Michelle DeFossett Michelle DeFossett Greater New York City Area Details
Michelle DeFossett's JP Morgan Investment Management Experience 1994 - 1997
Job
Industry Nonprofit Organization Management
Experience
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

Charles Fitzgerald Charles Fitzgerald Greater New York City Area Details
Charles Fitzgerald's JP Morgan Investment Management Experience 2000 - 2002
Job at V3 Capital Management
Industry Financial Services
Experience
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

Robert Stephens Robert Stephens Cincinnati Area Details
Robert Stephens's JP Morgan Investment Management Experience October 2005 - March 2015
Job Vice President, Regional Investments at IDI Gazeley
Industry Real Estate
Experience
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

Elias Belessakos Elias Belessakos Greater New York City Area Details
Elias Belessakos's JP Morgan Investment Management Experience January 1996 - December 1997
Job Vice President at ING Investment Management
Industry Investment Management
Experience
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

Martin Buoniconti Martin Buoniconti Greater Boston Area Details
Martin Buoniconti's JP Morgan Investment Management Experience May 1996 - May 1998
Job VP Trading Systems
Industry Investment Management
Experience
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

Bruce Williams, CPA Bruce Williams, CPA Greater New York City Area Details
Bruce Williams, CPA's JP Morgan Investment Management Experience 1995 - 2011
Job Partner at Cerner Capital
Industry Investment Management
Experience
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

Lisa Baslow Lisa Baslow Greater New York City Area Details
Lisa Baslow's JP Morgan Investment Management Experience 1995 - 2000
Job Vice President at Credit Suisse
Industry Banking
Experience
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

Michael Crean Michael Crean Greater New York City Area Details
Michael Crean's JP Morgan Investment Management Experience 1990 - 2004
Job Senior Vice President at Voya Investment Management
Industry Financial Services
Experience
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

Lloyd Altman Lloyd Altman Greater New York City Area Details
Lloyd Altman's JP Morgan Investment Management Experience 1996 - 1999
Job Partner, Global Head, Validate.Trade at Risk Focus
Industry Financial Services
Experience
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

John Platner John Platner New York, New York Details
John Platner's JP Morgan Investment Management Experience 2007 - 2010
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
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

JP (Jung) Pyo JP (Jung) Pyo Washington D.C. Metro Area Details
JP (Jung) Pyo's JP Morgan Investment Management Experience July 2000 - July 2003
Job Strategy and Management Consultant
Industry Financial Services
Experience
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

Ann Tatum Ann Tatum Greater New York City Area Details
Ann Tatum's JP Morgan Investment Management Experience 1992 - 1997
Job Manager, Financial Reporting at Prudential Financial
Industry Financial Services
Experience
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

Wai Lee Wai Lee Greater New York City Area Details
Wai Lee's JP Morgan Investment Management Experience 1996 - 2000
Job Global Head of Quantitative Investments and Senior Portfolio Manager, Managing Director at Neuberger Berman
Industry Investment Management
Experience
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

Mikila Thompson Mikila Thompson Greater New York City Area Details
Mikila Thompson's JP Morgan Investment Management Experience 1998 - 2001
Job Staff Attorney at The Legal Aid Society NYC
Industry Legal Services
Experience
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

Peter Dizon Peter Dizon Greater New York City Area Details
Peter Dizon's JP Morgan Investment Management Experience 1995 - 2000
Job Experience IT Professional
Industry Computer Software
Experience
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

Patrick Griffin Patrick Griffin Oklahoma City, Oklahoma Details
Patrick Griffin's JP Morgan Investment Management Experience July 2008 - May 2013
Job Commodity Analyst at Continental Resources
Industry Oil & Energy
Experience
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

Abbe Goldstein Abbe Goldstein Greater New York City Area Details
Abbe Goldstein's JP Morgan Investment Management Experience June 1989 - July 1991
Job Managing Director, Investor Relations & Corporate Communications at Ambac
Industry Public Relations and Communications
Experience
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

Fred Stoleru Fred Stoleru Greater New York City Area Details
Fred Stoleru's JP Morgan Investment Management Experience July 1993 - July 1998
Job Senior Vice President at Atlas Energy Group, LLC
Industry Financial Services
Experience
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

Brendan Potter Brendan Potter Greater New York City Area Details
Brendan Potter's JP Morgan Investment Management Experience 1991 - 2004
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
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

Robert Nemeth Robert Nemeth Greater New York City Area Details
Robert Nemeth's JP Morgan Investment Management Experience 1985 - 1999
Job Managing Director at Perkins Fund Marketing
Industry Financial Services
Experience
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

Teresa Chubet Teresa Chubet Barnstable/Yarmouth, Massachusetts Area Details
Teresa Chubet's JP Morgan Investment Management Experience 1987 - 1989
Job Senior Technical Product/Project Manager
Industry Computer Software
Experience
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

Todd Forsyth Todd Forsyth Greater Seattle Area Details
Todd Forsyth's JP Morgan Investment Management Experience 1988 - 2000
Job Portfolio Manager
Industry Investment Management
Experience
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

Hamilton Hadden Hamilton Hadden Greater New York City Area Details
Hamilton Hadden's JP Morgan Investment Management Experience November 1989 - April 2001
Job GIA Partners LLC
Industry Investment Management
Experience
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

William N. Cinnamond William N. Cinnamond Greater New York City Area Details
William N. Cinnamond's JP Morgan Investment Management Experience 1989 - 2001
Job Managing Member at Summit Realty Advisors, LLC
Industry Real Estate
Experience
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 James Wiess Boston, Massachusetts Details
James Wiess's JP Morgan Investment Management Experience July 1992 - March 2000
Job Math Teacher/Tutor
Industry Primary/Secondary Education
Experience
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

T. Gary Liberman T. Gary Liberman Greater New York City Area Details
T. Gary Liberman's JP Morgan Investment Management Experience January 1995 - February 2008
Job Corporate Executive and Technology Investor
Industry Financial Services
Experience
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

Rob DeFreitas Rob DeFreitas Greater Boston Area Details
Rob DeFreitas's JP Morgan Investment Management Experience November 1994 - January 2000
Job Senior Investor Relations Officer at Summit Partners
Industry Investment Management
Experience
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

Joe Palazzo Joe Palazzo Columbus, Ohio Area Details
Joe Palazzo's JP Morgan Investment Management Experience January 2007 - March 2012
Job VP at JPMorgan Chase
Industry Financial Services
Experience
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

Richard Papetti Richard Papetti Portland, Maine Area Details
Richard Papetti's JP Morgan Investment Management Experience July 1984 - February 1988
Job Managing Director at Sarnova Advisory
Industry Investment Management
Experience
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

Alex Adams Alex Adams Greater New York City Area Details
Alex Adams's JP Morgan Investment Management Experience 2000 - 2001
Job Fisher Brothers
Industry Real Estate
Experience
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

Rick Nelson Rick Nelson Greater New York City Area Details
Rick Nelson's JP Morgan Investment Management Experience 1994 - 2003
Job Principal at Syzygy Advisors LLC
Industry Investment Management
Experience
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

David Gilbert David Gilbert Greater New York City Area Details
David Gilbert's JP Morgan Investment Management Experience January 2005 - July 2007
Job President and Chief Investment Officer, Clarion Partners
Industry Real Estate
Experience
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

Arthur Yeager Arthur Yeager Dallas/Fort Worth Area Details
Arthur Yeager's JP Morgan Investment Management Experience November 1984 - October 1986
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
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

Jeff Garrity Jeff Garrity Palm Beach Gardens, Florida Details
Jeff Garrity's JP Morgan Investment Management Experience January 1997 - January 1999
Job Business & Career Advisor
Industry Investment Management
Experience
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

CS Venkatakrishnan CS Venkatakrishnan Greater New York City Area Details
CS Venkatakrishnan's JP Morgan Investment Management Experience 1994 - 2009
Job Managing Director at JP Morgan
Industry Financial Services
Experience
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

William G. McCoy, CFA William G. McCoy, CFA New York, New York Details
William G. McCoy, CFA's JP Morgan Investment Management Experience 1990 - 1994
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
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

W. Lee Warner W. Lee Warner New York, New York Details
W. Lee Warner's JP Morgan Investment Management Experience June 1985 - October 2002
Job Managing Director
Industry Investment Management
Experience
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

Daphne Hu, MST, CFP®, CDFA™ Daphne Hu, MST, CFP®, CDFA™ Greater Philadelphia Area Details
Daphne Hu, MST, CFP®, CDFA™'s JP Morgan Investment Management Experience January 1998 - January 1999
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
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

Venita Olson Venita Olson Charleston, South Carolina Details
Venita Olson's JP Morgan Investment Management Experience 1984 - 1989
Job Adjunct Professor School of Business, Finance at College of Charleston
Industry Financial Services
Experience
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

Arun Lyng Arun Lyng Greater Los Angeles Area Details
Arun Lyng's JP Morgan Investment Management Experience 1992 - 2000
Job
Industry Investment Management
Experience
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

Elizabeth Henrici Elizabeth Henrici Greater New York City Area Details
Elizabeth Henrici's JP Morgan Investment Management Experience 1991 - 2000
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
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

Ian Huntley Ian Huntley Greater New York City Area Details
Ian Huntley's JP Morgan Investment Management Experience March 1993 - June 1994
Job IT Audit Manager at ADP
Industry Information Services
Experience
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

Jason Soto Jason Soto Baltimore, Maryland Area Details
Jason Soto's JP Morgan Investment Management Experience November 1996 - January 1999
Job Consultant Relations at T. Rowe Price
Industry Investment Management
Experience
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

Paul Espinosa Paul Espinosa San Francisco Bay Area Details
Paul Espinosa's JP Morgan Investment Management Experience September 1997 - March 1999
Job Senior Analyst at Seafarer Capital Partners
Industry Financial Services
Experience
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

Andy Zhong Andy Zhong Greater New York City Area Details
Andy Zhong's JP Morgan Investment Management Experience February 1999 - March 2004
Job Live in America Financial Services, LLC
Industry Real Estate
Experience
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

Ashley Dalzell-Gray Ashley Dalzell-Gray Wilmington, Delaware Details
Ashley Dalzell-Gray's JP Morgan Investment Management Experience August 1994 - March 2000
Job Experienced Project Manager, Team Player, ResultsDriven Perspective
Industry Program Development
Experience
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

Leonard Lovito Leonard Lovito Greater New York City Area Details
Leonard Lovito's JP Morgan Investment Management Experience January 2001 - March 2002
Job Director and Senior Porfolio Manager at Honeywell Capital Management
Industry Investment Management
Experience
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

Leon Roisenberg Leon Roisenberg Greater New York City Area Details
Leon Roisenberg's JP Morgan Investment Management Experience 1996 - 2000
Job Senior Portfolio Manager / Director of Research
Industry Investment Management
Experience
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

Linda Sulsenti Linda Sulsenti Goldens Bridge, New York Details
Linda Sulsenti's JP Morgan Investment Management Experience April 1991 - May 1997
Job Director at RBS Global Banking & Markets
Industry Investment Banking
Experience
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

Joseph fabre Joseph fabre Randolph, New Jersey Details
Joseph fabre's JP Morgan Investment Management Experience May 2006 - Present
Job
Industry Financial Services
Experience
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

Charlene Mascio Charlene Mascio New York, New York Details
Charlene Mascio's JP Morgan Investment Management Experience October 2003 - May 2010
Job Executive Director at J.P. Morgan Global Wealth Management
Industry Investment Management
Experience
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