JWM Partners
Industry: Company
DescriptionJWM Partners LLC was a hedge fund started by John Meriwether after the collapse of Long Term Capital Management in 1998. LTCM was one of the most spectacular failures of Wall Street, leading to a bailout of around $4 billion that was provided by a consortium of Wall Street banks. Founder: John Meriwether
JWM Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JWM Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JWM Partners Salaries. You can even request information on how much does JWM Partners pay if you want to. Learn about salaries, pros and cons of working for JWM Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 JWM Partners employees in database. Find out everything there's to know about JWM Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JWM Partners Employees
Employee
Years
Job
Industry
Anne Kelly-Lenz Anne Kelly-Lenz's JWM Partners Experience 2000 - 2003
Job Finance Director for the City of Bridgeport Connecticut
Industry Financial Services
Experience
City of Bridgeport Connecticut May 2012 - Present
City of Bridgeport Connecticut February 2008 - May 2012
City of Bridgeport Connecticut July 2005 - February 2008
JWM Partners 2000 - 2003
Long-Term Capital LLC 1997 - 2000
Skills
Strategic Planning, Tax, Finance, Management, Accounting, Budgets, Microsoft Excel, Financial Analysis, Public Speaking, Financial Statements, Microsoft Office, Customer Service, Financial Reporting, Leadership, Due Diligence, Government, Analysis
Education
Sacred Heart University 2001 — 2003
MAT, Masters in Education
Sacred Heart University 1990 — 1996
BS, Business Administration
City of Bridgeport Connecticut May 2012 - Present
City of Bridgeport Connecticut February 2008 - May 2012
City of Bridgeport Connecticut July 2005 - February 2008
JWM Partners 2000 - 2003
Long-Term Capital LLC 1997 - 2000
Skills
Strategic Planning, Tax, Finance, Management, Accounting, Budgets, Microsoft Excel, Financial Analysis, Public Speaking, Financial Statements, Microsoft Office, Customer Service, Financial Reporting, Leadership, Due Diligence, Government, Analysis
Education
Sacred Heart University 2001 — 2003
MAT, Masters in Education
Sacred Heart University 1990 — 1996
BS, Business Administration
Alex Chirokov Alex Chirokov's JWM Partners Experience August 2006 - August 2008
Job Quantitative Researcher at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2014 - Present
RBS Global Banking & Markets August 2008 - June 2014
JWM Partners August 2006 - August 2008
Kingsbury, Inc. October 2005 - August 2006
Drexel University August 2002 - October 2005
University of Illinois at Chicago October 2000 - August 2002
SPIRIT DSP March 2000 - October 2000
VNIIOFI (National Laboratory) September 1997 - March 2000
Skills
Quantitative Finance, Fixed Income, Numerical Analysis, Monte Carlo Simulation, Matlab, C++, C#, R, Python, Financial Engineering, MBS, Statistics, Quantitative Analytics, Derivatives, Algorithms, time series analysis, term structure models, risk neutral pricing, prepayment models, Capital Markets
Education
Drexel University 2003 — 2005
Ph.D., Mechanical Engineering, GPA 4.0 out of 4.0
Drexel University 2002 — 2003
M.S., Mechanical Engineering
University of Illinois at Chicago 2000 — 2002
M.S., Mechanical Engineering
Moscow Institute of Physics and Technology (State University) (MIPT) 1995 — 2000
B.S., Applied Physics and Mathematics
Citadel LLC June 2014 - Present
RBS Global Banking & Markets August 2008 - June 2014
JWM Partners August 2006 - August 2008
Kingsbury, Inc. October 2005 - August 2006
Drexel University August 2002 - October 2005
University of Illinois at Chicago October 2000 - August 2002
SPIRIT DSP March 2000 - October 2000
VNIIOFI (National Laboratory) September 1997 - March 2000
Skills
Quantitative Finance, Fixed Income, Numerical Analysis, Monte Carlo Simulation, Matlab, C++, C#, R, Python, Financial Engineering, MBS, Statistics, Quantitative Analytics, Derivatives, Algorithms, time series analysis, term structure models, risk neutral pricing, prepayment models, Capital Markets
Education
Drexel University 2003 — 2005
Ph.D., Mechanical Engineering, GPA 4.0 out of 4.0
Drexel University 2002 — 2003
M.S., Mechanical Engineering
University of Illinois at Chicago 2000 — 2002
M.S., Mechanical Engineering
Moscow Institute of Physics and Technology (State University) (MIPT) 1995 — 2000
B.S., Applied Physics and Mathematics
Allen Arakal Allen Arakal's JWM Partners Experience June 2006 - March 2008
Job Founder & CEO at Shamana Capital Management, LLC
Industry Financial Services
Experience
Shamana Capital Management, LLC April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America March 2011 - July 2014
Bank of America Merrill Lynch November 2009 - March 2011
Outpost Investment Group March 2008 - June 2009
JWM Partners June 2006 - March 2008
Pantera Global Macro Fund 2005 - 2006
Goldman Sachs June 1992 - June 2004
Skills
Trading, Equities, Portfolio Management, Hedge Funds, Management, Fixed Income, Derivatives
Education
Binghamton University - School of Management 1988 — 1992
Bachelor’s Degree, Business Management- Concentration in Finance & Information Systems
Shamana Capital Management, LLC April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America March 2011 - July 2014
Bank of America Merrill Lynch November 2009 - March 2011
Outpost Investment Group March 2008 - June 2009
JWM Partners June 2006 - March 2008
Pantera Global Macro Fund 2005 - 2006
Goldman Sachs June 1992 - June 2004
Skills
Trading, Equities, Portfolio Management, Hedge Funds, Management, Fixed Income, Derivatives
Education
Binghamton University - School of Management 1988 — 1992
Bachelor’s Degree, Business Management- Concentration in Finance & Information Systems
Miriam Schulman Miriam Schulman's JWM Partners Experience 1999 - 2000
Job owner, artist, ecommerce marketer, artentrepreneur.
Industry Fine Art
Experience
Tappan Z Art Gallery July 2010 - Present
Blueberry Music and Art House March 2010 - Present
Art & Lease 2008 - Present
Connecticut Society of Portrait Artists 2006 - Present
www.MiriamSchulmanStudio.com December 2000 - Present
www.SchulmanArt.com 2000 - Present
Scarsdale Art Association January 1999 - Present
JWM Partners 1999 - 2000
Long Term Capital Management 1996 - 2000
Salomon Brothers 1992 - 1996
Skills
Fine Art, Portraits, Watercolor, Social Media, Blogging, Painting, Drawing, Mixed Media, Arts, Illustration, Teaching, Art Education, Web Design, Advertising, Promotions, Marketing Strategy, Art History, Excel, Customer Service, Microsoft Office, Art, Galleries, Figurative Art, Commissioned Art, Visual Arts, Studio Art, Contemporary Art, Acrylic
Education
Massachusetts Institute of Technology 1991 — 1992
Masters of Science
Dartmouth College 1986 — 1990
BA, Art History, Engineering Science
Teaneck High School 1983 — 1986
Tappan Z Art Gallery July 2010 - Present
Blueberry Music and Art House March 2010 - Present
Art & Lease 2008 - Present
Connecticut Society of Portrait Artists 2006 - Present
www.MiriamSchulmanStudio.com December 2000 - Present
www.SchulmanArt.com 2000 - Present
Scarsdale Art Association January 1999 - Present
JWM Partners 1999 - 2000
Long Term Capital Management 1996 - 2000
Salomon Brothers 1992 - 1996
Skills
Fine Art, Portraits, Watercolor, Social Media, Blogging, Painting, Drawing, Mixed Media, Arts, Illustration, Teaching, Art Education, Web Design, Advertising, Promotions, Marketing Strategy, Art History, Excel, Customer Service, Microsoft Office, Art, Galleries, Figurative Art, Commissioned Art, Visual Arts, Studio Art, Contemporary Art, Acrylic
Education
Massachusetts Institute of Technology 1991 — 1992
Masters of Science
Dartmouth College 1986 — 1990
BA, Art History, Engineering Science
Teaneck High School 1983 — 1986
Stan Shtramel Stan Shtramel's JWM Partners Experience June 2005 - January 2007
Job Senior Analyst, Securitization and Refinancing at Porsche Financial Services
Industry Automotive
Experience
Porsche Financial Services August 2014 - Present
Novelis December 2013 - August 2014
Novelis May 2011 - December 2013
Emory Investment Management 2010 - 2011
ClearStructure Financial Technology January 2007 - December 2008
JWM Partners June 2005 - January 2007
Skills
Derivatives, Trading, Investments, Financial Modeling, Bloomberg, Swaps, Forecasting, Analysis, Valuation, Financial Analysis, Risk Management, Fixed Income, Corporate Finance, Hedge Funds, Portfolio Management, Equities, Due Diligence, Business Strategy, Investment Management, Structured Finance
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Corporate Finance
Colgate University 2001 — 2005
BA, Economics and Computer Science
Porsche Financial Services August 2014 - Present
Novelis December 2013 - August 2014
Novelis May 2011 - December 2013
Emory Investment Management 2010 - 2011
ClearStructure Financial Technology January 2007 - December 2008
JWM Partners June 2005 - January 2007
Skills
Derivatives, Trading, Investments, Financial Modeling, Bloomberg, Swaps, Forecasting, Analysis, Valuation, Financial Analysis, Risk Management, Fixed Income, Corporate Finance, Hedge Funds, Portfolio Management, Equities, Due Diligence, Business Strategy, Investment Management, Structured Finance
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Corporate Finance
Colgate University 2001 — 2005
BA, Economics and Computer Science
Dana Latella Kiernan Dana Latella Kiernan's JWM Partners Experience March 2004 - September 2005
Job Independent Ambassador at Plexus Worldwide, Inc.
Industry Marketing and Advertising
Experience
Plexus Worldwide, Inc. November 2014 - Present
Source Marketing November 2007 - October 2012
World Wrestling Entertainment September 2005 - November 2007
JWM Partners March 2004 - September 2005
Skills
Integrated Marketing, Sponsorship, Relationship Marketing, Advertising, Social Media, Brand Management, Event Planning, Direct Marketing, Marketing
Education
Manhattanville College 2006 — 2008
Integrated Marketing Communications
University of Massachusetts, Amherst 2000 — 2004
Blind Brook
Plexus Worldwide, Inc. November 2014 - Present
Source Marketing November 2007 - October 2012
World Wrestling Entertainment September 2005 - November 2007
JWM Partners March 2004 - September 2005
Skills
Integrated Marketing, Sponsorship, Relationship Marketing, Advertising, Social Media, Brand Management, Event Planning, Direct Marketing, Marketing
Education
Manhattanville College 2006 — 2008
Integrated Marketing Communications
University of Massachusetts, Amherst 2000 — 2004
Blind Brook
Sidharth Malhotra, CFA Sidharth Malhotra, CFA's JWM Partners Experience 2003 - 2003
Job Vice President at JP Morgan Alternative Asset Management
Industry Investment Management
Experience
Basel Asset Management May 2005 - September 2013
Bank of America 2004 - 2005
Case Western Reserve University 2000 - 2004
JWM Partners 2003 - 2003
JWM Partners 2001 - 2001
Wealthplace, Inc June 2000 - August 2000
Skills
Hedge Funds, Equities, Financial Risk, Credit, Trading, Bonds, Due Diligence, Alternative Investments, Options, Investment Banking, Portfolio Management, Derivatives, Fixed Income, High Yield, Equity Derivatives, Asset Management, Securities, Capital Markets, Investments, Credit Derivatives, Fund Of Funds, Bloomberg, Emerging Markets, Financial Markets, Hedging, Valuation, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
Case Western Reserve University 2000 — 2004
B.S., Mathematics
Case Western Reserve University 2000 — 2004
B.A., Economics
Weatherhead School of Management at Case Western Reserve University 2000 — 2004
B.S., Management
Basel Asset Management May 2005 - September 2013
Bank of America 2004 - 2005
Case Western Reserve University 2000 - 2004
JWM Partners 2003 - 2003
JWM Partners 2001 - 2001
Wealthplace, Inc June 2000 - August 2000
Skills
Hedge Funds, Equities, Financial Risk, Credit, Trading, Bonds, Due Diligence, Alternative Investments, Options, Investment Banking, Portfolio Management, Derivatives, Fixed Income, High Yield, Equity Derivatives, Asset Management, Securities, Capital Markets, Investments, Credit Derivatives, Fund Of Funds, Bloomberg, Emerging Markets, Financial Markets, Hedging, Valuation, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
Case Western Reserve University 2000 — 2004
B.S., Mathematics
Case Western Reserve University 2000 — 2004
B.A., Economics
Weatherhead School of Management at Case Western Reserve University 2000 — 2004
B.S., Management
Suyun Gu's JWM Partners Experience June 2007 - June 2008
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2008 - Present
JWM Partners June 2007 - June 2008
Education
Lehigh University 2003 — 2007
CFA Institute
CFA Program Candidate (Level II)
Barclays Capital June 2008 - Present
JWM Partners June 2007 - June 2008
Education
Lehigh University 2003 — 2007
CFA Institute
CFA Program Candidate (Level II)
Lance McGray Jr.'s JWM Partners Experience December 2008 - June 2009
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Direxionfunds December 2010 - September 2013
Direxionfunds June 2009 - December 2010
JWM Partners December 2008 - June 2009
JWM Partners October 2006 - December 2008
Iona College 2005 - 2006
Skills
Equities, Hedge Funds, Bloomberg, Fixed Income, ETFs, Equity Derivatives, Valuation, Microsoft Excel, Excel, Asset Management, Mutual Funds, Portfolio Management, Derivatives, Risk Management
Education
Iona College 2005 — 2006
Masters of Business Administration (MBA), Financial Management
Iona College 2005 — 2006
International Business Certificate, International Business
Iona College 2001 — 2005
Bachelors of Business Administration (BBA), Finance, Cum Laude
Deutsche Bank September 2013 - Present
Direxionfunds December 2010 - September 2013
Direxionfunds June 2009 - December 2010
JWM Partners December 2008 - June 2009
JWM Partners October 2006 - December 2008
Iona College 2005 - 2006
Skills
Equities, Hedge Funds, Bloomberg, Fixed Income, ETFs, Equity Derivatives, Valuation, Microsoft Excel, Excel, Asset Management, Mutual Funds, Portfolio Management, Derivatives, Risk Management
Education
Iona College 2005 — 2006
Masters of Business Administration (MBA), Financial Management
Iona College 2005 — 2006
International Business Certificate, International Business
Iona College 2001 — 2005
Bachelors of Business Administration (BBA), Finance, Cum Laude
Nick Ganias's JWM Partners Experience July 2005 - April 2007
Job Analyst at NewStar Financial
Industry Banking
Experience
NewStar Financial P&L AnalystJWM PartnersJuly 2005 - April 2007
JWM Partners July 2005 - April 2007
Education
Boston University Questrom School of Business 2001 — 2005
NewStar Financial P&L AnalystJWM PartnersJuly 2005 - April 2007
JWM Partners July 2005 - April 2007
Education
Boston University Questrom School of Business 2001 — 2005
Jen Fabis's JWM Partners Experience May 1994 - May 2000
Job Director, Human Resources & Accounting at L.A. Burdick Chocolates
Industry Food Production
Experience
L.A. Burdick Chocolates March 2008 - Present
Sovernet Communications June 2007 - February 2008
Platinum Grove Asset Management 2000 - 2007
Oak Hill Platinum Partners 2000 - 2007
Platimum Grove Asset Management 2000 - 2006
JWM Partners May 1994 - May 2000
Long-Term Capital Management, LLC 1994 - 1998
Reich & Tang Funds 1992 - 1994
Skills
Employee Relations, Human Resources, Strategic Planning, Performance Management, Employee Benefits, Benefits Administration, Change Management, Recruiting, Negotiation, Customer Service, Microsoft Office, Risk Management, Management, Leadership, Finance
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1988
Bachelor of Business Administration (B.B.A.), Public Accounting
L.A. Burdick Chocolates March 2008 - Present
Sovernet Communications June 2007 - February 2008
Platinum Grove Asset Management 2000 - 2007
Oak Hill Platinum Partners 2000 - 2007
Platimum Grove Asset Management 2000 - 2006
JWM Partners May 1994 - May 2000
Long-Term Capital Management, LLC 1994 - 1998
Reich & Tang Funds 1992 - 1994
Skills
Employee Relations, Human Resources, Strategic Planning, Performance Management, Employee Benefits, Benefits Administration, Change Management, Recruiting, Negotiation, Customer Service, Microsoft Office, Risk Management, Management, Leadership, Finance
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1988
Bachelor of Business Administration (B.B.A.), Public Accounting
Michael Bertisch's JWM Partners Experience January 2002 - July 2005
Job President & General Counsel at Dealflow Analytics, Inc.
Industry Law Practice
Experience
Dealflow.com August 2014 - Present
Bertisch Associates PLLC January 2011 - Present
FNY Capital Management LP November 2012 - July 2014
Willett Advisors LLC March 2010 - May 2010
Quadrangle Group LLC July 2005 - February 2010
JWM Partners January 2002 - July 2005
Kaye Scholer 1996 - 2001
Skills
Hedge Funds, Private Equity, Venture Capital, Equities, Mergers, Corporate Governance, Corporate Law, Investments, Securities, Derivatives, Due Diligence, Investment Banking, Alternative Investments, Securities Regulation, Mergers & Acquisitions
Education
Columbia University School of Law 1993 — 1996
JD
Duke University 1988 — 1992
BSE, Civil and Environmental Engineering
Dealflow.com August 2014 - Present
Bertisch Associates PLLC January 2011 - Present
FNY Capital Management LP November 2012 - July 2014
Willett Advisors LLC March 2010 - May 2010
Quadrangle Group LLC July 2005 - February 2010
JWM Partners January 2002 - July 2005
Kaye Scholer 1996 - 2001
Skills
Hedge Funds, Private Equity, Venture Capital, Equities, Mergers, Corporate Governance, Corporate Law, Investments, Securities, Derivatives, Due Diligence, Investment Banking, Alternative Investments, Securities Regulation, Mergers & Acquisitions
Education
Columbia University School of Law 1993 — 1996
JD
Duke University 1988 — 1992
BSE, Civil and Environmental Engineering
David Blob's JWM Partners Experience July 2007 - December 2008
Job Strategist at JD Capital Management
Industry Financial Services
Experience
JD Capital Management September 2009 - Present
JWM Partners July 2007 - December 2008
Sagamore Hill 1999 - 2005
Goldman Sachs September 1996 - September 1999
NEC September 1993 - September 1996
Education
Carnegie Mellon University 1989 — 1993
BS, Computer Science
Westminster High School
JD Capital Management September 2009 - Present
JWM Partners July 2007 - December 2008
Sagamore Hill 1999 - 2005
Goldman Sachs September 1996 - September 1999
NEC September 1993 - September 1996
Education
Carnegie Mellon University 1989 — 1993
BS, Computer Science
Westminster High School
Brian Naylor's JWM Partners Experience 2003 - 2009
Job Macro Analyst at Hedge Fund
Industry Investment Management
Experience
Hedge Fund January 2013 - Present
Hedge Fund February 2009 - December 2012
JWM Partners 2003 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Universidad de Sevilla 2002 — 2002
Business
Hedge Fund January 2013 - Present
Hedge Fund February 2009 - December 2012
JWM Partners 2003 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Universidad de Sevilla 2002 — 2002
Business
Gina Roman's JWM Partners Experience January 2000 - December 2009
Job CFO at Episteme Capital Partners
Industry Financial Services
Experience
Episteme Capital January 2010 - Present
JWM Partners January 2000 - December 2009
LTCM March 1999 - December 1999
Poughkeepsie Group April 1993 - June 1998
Cogen Sklar and Levick 1985 - 1990
Skills
Hedge Funds, Equities, Private Equity, Bloomberg, Fixed Income, Derivatives, Due Diligence, Valuation, Investment Banking, Financial Modeling, Investments, Portfolio Management, Mergers, Fund Accounting, Trading Systems, Options, Trading, Credit Derivatives, Fund Of Funds, Quantitative Finance
Education
Temple University 1983 — 1985
Episteme Capital January 2010 - Present
JWM Partners January 2000 - December 2009
LTCM March 1999 - December 1999
Poughkeepsie Group April 1993 - June 1998
Cogen Sklar and Levick 1985 - 1990
Skills
Hedge Funds, Equities, Private Equity, Bloomberg, Fixed Income, Derivatives, Due Diligence, Valuation, Investment Banking, Financial Modeling, Investments, Portfolio Management, Mergers, Fund Accounting, Trading Systems, Options, Trading, Credit Derivatives, Fund Of Funds, Quantitative Finance
Education
Temple University 1983 — 1985
Dmitri Mossessian's JWM Partners Experience September 2004 - May 2008
Job Fixed Income Quant Risk Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2012 - July 2015
Aris Research and Technology March 2011 - May 2012
Credit Suisse First Boston March 2010 - March 2011
Lynx Capital Partners October 2008 - March 2010
Platinum Grove Asset Management July 2008 - October 2008
JWM Partners September 2004 - May 2008
MIT September 1996 - September 2004
University of Wisconsin-Madison January 1995 - August 1996
Berkeley Lab December 1992 - December 1994
A.F. Ioffe Physicsl-Technical Institute 1989 - 1992
Skills
Fixed Income, Interest Rate..., C#, Matlab, Rates, Options, Swaps, Valuation, Bonds, Fixed Income Valuation..., Interest Rate Modeling, Stochastic Modeling, Numerical Optimization, Java, C++, FX Options, Risk Management, Risk Analytics, Portfolio Optimization, Team Building, Mentoring, Teaching, Quantitative Finance, Market Risk, Hedge Funds, Quantitative Analytics
Education
Saint Petersburg State University 1983 — 1989
PhD, Physics
AllianceBernstein August 2012 - July 2015
Aris Research and Technology March 2011 - May 2012
Credit Suisse First Boston March 2010 - March 2011
Lynx Capital Partners October 2008 - March 2010
Platinum Grove Asset Management July 2008 - October 2008
JWM Partners September 2004 - May 2008
MIT September 1996 - September 2004
University of Wisconsin-Madison January 1995 - August 1996
Berkeley Lab December 1992 - December 1994
A.F. Ioffe Physicsl-Technical Institute 1989 - 1992
Skills
Fixed Income, Interest Rate..., C#, Matlab, Rates, Options, Swaps, Valuation, Bonds, Fixed Income Valuation..., Interest Rate Modeling, Stochastic Modeling, Numerical Optimization, Java, C++, FX Options, Risk Management, Risk Analytics, Portfolio Optimization, Team Building, Mentoring, Teaching, Quantitative Finance, Market Risk, Hedge Funds, Quantitative Analytics
Education
Saint Petersburg State University 1983 — 1989
PhD, Physics
Patrick Maloney's JWM Partners Experience June 2006 - April 2007
Job General Counsel & Chief Compliance Officer at 3i Debt Management US LLC
Industry Financial Services
Experience
3i Debt Management US LLC October 2011 - Present
Aladdin Capital Management July 2008 - October 2011
Kinetic Partners May 2007 - July 2008
JWM Partners June 2006 - April 2007
Bear Stearns November 1999 - June 2006
New York County District Attorney September 1992 - November 1999
Skills
Hedge Funds, Securities, Alternative Investments, Private Equity, FINRA, Bloomberg, AML, Asset Management, Bonds, Capital Markets, Credit Derivatives, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Investment Banking, Investments, Mutual Funds, Prime Brokerage, Securities Regulation, Series 63, Series 7, Structured Products, Trading
Education
St. John's University School of Law 1989 — 1992
Juris Doctorate, Law
Fairfield University 1985 — 1989
BS, Marketing/Economics
Fordham Prep 1981 — 1985
3i Debt Management US LLC October 2011 - Present
Aladdin Capital Management July 2008 - October 2011
Kinetic Partners May 2007 - July 2008
JWM Partners June 2006 - April 2007
Bear Stearns November 1999 - June 2006
New York County District Attorney September 1992 - November 1999
Skills
Hedge Funds, Securities, Alternative Investments, Private Equity, FINRA, Bloomberg, AML, Asset Management, Bonds, Capital Markets, Credit Derivatives, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Investment Banking, Investments, Mutual Funds, Prime Brokerage, Securities Regulation, Series 63, Series 7, Structured Products, Trading
Education
St. John's University School of Law 1989 — 1992
Juris Doctorate, Law
Fairfield University 1985 — 1989
BS, Marketing/Economics
Fordham Prep 1981 — 1985
Todd Katz's JWM Partners Experience 2006 - 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Hudson Advisors August 2008 - December 2009
JWM Partners 2006 - 2008
Skills
CLO, CMBS, Middle Office, Derivatives, Residential Mortgages, Credit Derivatives, Hedge Funds
Education
Boston University 2002 — 2006
BA, International Relations
Goldman Sachs January 2010 - Present
Hudson Advisors August 2008 - December 2009
JWM Partners 2006 - 2008
Skills
CLO, CMBS, Middle Office, Derivatives, Residential Mortgages, Credit Derivatives, Hedge Funds
Education
Boston University 2002 — 2006
BA, International Relations
Bruce Lafranchi's JWM Partners Experience March 2006 - December 2008
Job SECURITIES SALES EXECUTIVE ▪ ▪ ▪ Hedge Fund Capital Raising ▪ Fixed Income Derivative Sales
Industry Financial Services
Experience
Mizuho Alternative Investments, LLC July 2009 - December 2010
JWM Partners March 2006 - December 2008
RBS Greenwich Capital September 2000 - March 2006
Citibank / Salomon Smith Barney / Salomon Brothers October 1985 - March 2000
GE Capital March 1984 - October 1985
GE Capital July 1982 - March 1984
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA
University of California, Davis 1973 — 1977
BS
Mizuho Alternative Investments, LLC July 2009 - December 2010
JWM Partners March 2006 - December 2008
RBS Greenwich Capital September 2000 - March 2006
Citibank / Salomon Smith Barney / Salomon Brothers October 1985 - March 2000
GE Capital March 1984 - October 1985
GE Capital July 1982 - March 1984
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA
University of California, Davis 1973 — 1977
BS
Andrew Geisert's JWM Partners Experience January 2000 - December 2009
Job Economic Empowerment Program Director at FSW Inc CT
Industry Financial Services
Experience
LifeBridge Community Services February 2013 - Present
Geisert Associates LLC January 2010 - Present
ARIS Research and Technology, LLC October 2010 - December 2012
NGO Treasury Services September 2009 - December 2010
JWM Partners January 2000 - December 2009
Long-Term Capital Management, L.P. October 1993 - December 1999
Arthur Andersen September 1991 - October 1993
Skills
Risk Management, Investments, Financial Analysis, Financial Reporting, Hedge Funds, Fixed Income, Asset Management, Accounting, Auditing
Education
City University of New York-Baruch College 1986 — 1991
BBA, Accounting, Summa Cum Laude
LifeBridge Community Services February 2013 - Present
Geisert Associates LLC January 2010 - Present
ARIS Research and Technology, LLC October 2010 - December 2012
NGO Treasury Services September 2009 - December 2010
JWM Partners January 2000 - December 2009
Long-Term Capital Management, L.P. October 1993 - December 1999
Arthur Andersen September 1991 - October 1993
Skills
Risk Management, Investments, Financial Analysis, Financial Reporting, Hedge Funds, Fixed Income, Asset Management, Accounting, Auditing
Education
City University of New York-Baruch College 1986 — 1991
BBA, Accounting, Summa Cum Laude
Elena Maymin's JWM Partners Experience July 2000 - July 2005
Job Marketing Director at Great Circle Capital LLC
Industry Financial Services
Experience
Great Circle Capital LLC April 2007 - Present
JWM Partners July 2000 - July 2005
Skills
Equities, Hedge Funds, Microsoft Excel, Accounting, Organizational..., Leadership, Coaching, Talent Management, Marketing, Investments, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management, Risk Management, Financial Analysis, Private Equity, Valuation, Credit, Microsoft Office
Education
NYU School of Engineering 2010 — 2013
MS, Organizational Behavior, 3.8
The University of Connecticut 2007 — 2008
MBA, Finance, 3.7
Sacred Heart University 1996 — 2000
BS, Finance and Business Administration, 3.4
Stamford High School 1992 — 1996
Great Circle Capital LLC April 2007 - Present
JWM Partners July 2000 - July 2005
Skills
Equities, Hedge Funds, Microsoft Excel, Accounting, Organizational..., Leadership, Coaching, Talent Management, Marketing, Investments, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management, Risk Management, Financial Analysis, Private Equity, Valuation, Credit, Microsoft Office
Education
NYU School of Engineering 2010 — 2013
MS, Organizational Behavior, 3.8
The University of Connecticut 2007 — 2008
MBA, Finance, 3.7
Sacred Heart University 1996 — 2000
BS, Finance and Business Administration, 3.4
Stamford High School 1992 — 1996
Nicholas F. Ganias, CFA's JWM Partners Experience 2005 - 2007
Job Vice President at Brookside Mezzanine Partners
Industry Investment Management
Experience
The Brookside Group February 2008 - Present
NewStar Financial January 2007 - February 2008
JWM Partners 2005 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Bloomberg, LBO, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Mergers, Credit Analysis, Credit
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance
The Brookside Group February 2008 - Present
NewStar Financial January 2007 - February 2008
JWM Partners 2005 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Bloomberg, LBO, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Mergers, Credit Analysis, Credit
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance
Joseph Licursi's JWM Partners Experience August 2006 - June 2008
Job Controller at Melody Capital Partners, LP
Industry Financial Services
Experience
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
Riyad Maznavi's JWM Partners Experience 2003 - 2007
Job Risk Management / Quantitative Research at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management 2013 - Present
Shumway Capital 2007 - 2011
JWM Partners 2003 - 2007
Goldman Sachs 1999 - 2001
Skills
Risk Management, Quantitative Research, Equities, Fixed Income, Macro, Credit, Risk Metrics, Factor Models, Mean Variance..., VAR, Stress Testing, Scenario Analysis, Monte Carlo Simulation, Performance Evaluation, Correlation, Volatility, Liquidity, Risk Analytics, C#, SQL, VBA, Hedge Funds, Investor Relations
Education
Princeton University
ME, Financial Engineering
Harvey Mudd College
BS, Physics and Mathematics
Moore Capital Management 2013 - Present
Shumway Capital 2007 - 2011
JWM Partners 2003 - 2007
Goldman Sachs 1999 - 2001
Skills
Risk Management, Quantitative Research, Equities, Fixed Income, Macro, Credit, Risk Metrics, Factor Models, Mean Variance..., VAR, Stress Testing, Scenario Analysis, Monte Carlo Simulation, Performance Evaluation, Correlation, Volatility, Liquidity, Risk Analytics, C#, SQL, VBA, Hedge Funds, Investor Relations
Education
Princeton University
ME, Financial Engineering
Harvey Mudd College
BS, Physics and Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY