Kayne Anderson Rudnick
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1984 Parent organizations: Virtus Investment Partners Inc., Phoenix Companies
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Kayne Anderson Rudnick Employees
Employee
Years
Job
Industry
Allen Kim, CFA Allen Kim, CFA's Kayne Anderson Rudnick Experience September 2014 - Present
Job Director Manager Research & Investment Solutions at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick September 2014 - Present
Savos Investments May 2011 - August 2014
Cetera Financial Group, FKA ING November 2010 - May 2011
ING October 2005 - October 2010
ING August 2001 - October 2005
AirFreightCentral.com November 1999 - June 2001
SG Cowen June 1999 - September 1999
Thomson Reuters 1996 - 1998
MCI 1993 - 1996
Skills
Alternative Investments, Investments, Public Speaking, Private Equity, Investment Strategies, Due Diligence, Investment Management, Mutual Funds, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Series 63, Asset Managment, Equities, Portfolio Management, Securities, Derivatives, Capital Markets, Risk Management, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
The George Washington University 1989 — 1993
BBA, Finance & Economics
Kayne Anderson Rudnick September 2014 - Present
Savos Investments May 2011 - August 2014
Cetera Financial Group, FKA ING November 2010 - May 2011
ING October 2005 - October 2010
ING August 2001 - October 2005
AirFreightCentral.com November 1999 - June 2001
SG Cowen June 1999 - September 1999
Thomson Reuters 1996 - 1998
MCI 1993 - 1996
Skills
Alternative Investments, Investments, Public Speaking, Private Equity, Investment Strategies, Due Diligence, Investment Management, Mutual Funds, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Series 63, Asset Managment, Equities, Portfolio Management, Securities, Derivatives, Capital Markets, Risk Management, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
The George Washington University 1989 — 1993
BBA, Finance & Economics
Stephanie Luh, CFA Stephanie Luh, CFA's Kayne Anderson Rudnick Experience 2004 - 2004
Job Vice President, Institutional Distribution at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners 2014 - Present
Tradewinds Global Investors, Nuveen Investments 2012 - 2013
Tradewinds Global Investors, Nuveen Investments 2010 - 2012
Tradewinds Global Investors, Nuveen Investments 2008 - 2010
Western Asset Management 2005 - 2008
Kayne Anderson Rudnick 2004 - 2004
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Portfolio Optimization, Bonds, Bloomberg Terminal, Capital Markets, Quantitative Analytics, Financial Markets, Emerging Markets, Options, Wealth Management, ETFs, Financial Analysis, Equity Research, Securities, Financial Services, Fixed Income Analysis, Private Equity, Valuation, Financial Modeling, High Yield, Equity Derivatives, Structured Products, Trading, Analytics, Fund Of Funds, Strategy, Investment Advisory, Equity Valuation, Separately Managed...
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts Institute of Technology
Cross Registration
Wellesley College
Bachelor’s Degree, Mathematics, Economics
Westridge School
High School
Guggenheim Partners 2014 - Present
Tradewinds Global Investors, Nuveen Investments 2012 - 2013
Tradewinds Global Investors, Nuveen Investments 2010 - 2012
Tradewinds Global Investors, Nuveen Investments 2008 - 2010
Western Asset Management 2005 - 2008
Kayne Anderson Rudnick 2004 - 2004
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Portfolio Optimization, Bonds, Bloomberg Terminal, Capital Markets, Quantitative Analytics, Financial Markets, Emerging Markets, Options, Wealth Management, ETFs, Financial Analysis, Equity Research, Securities, Financial Services, Fixed Income Analysis, Private Equity, Valuation, Financial Modeling, High Yield, Equity Derivatives, Structured Products, Trading, Analytics, Fund Of Funds, Strategy, Investment Advisory, Equity Valuation, Separately Managed...
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts Institute of Technology
Cross Registration
Wellesley College
Bachelor’s Degree, Mathematics, Economics
Westridge School
High School
James Han James Han's Kayne Anderson Rudnick Experience September 2007 - April 2014
Job Implementation Manager at YCharts
Industry Financial Services
Experience
YCharts January 2015 - Present
Kayne Anderson Rudnick September 2007 - April 2014
Crystal Cove Wealth Management June 2006 - October 2006
UBS Financial Services March 2005 - June 2006
Skills
Corporates, Fixed Income, Bonds, Investments, Bloomberg, Trading, Capital Markets, Economics, Wealth Management, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Finance, Equities, Financial Analysis, Financial Modeling, Management, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2002 — 2006
B.A.
YCharts January 2015 - Present
Kayne Anderson Rudnick September 2007 - April 2014
Crystal Cove Wealth Management June 2006 - October 2006
UBS Financial Services March 2005 - June 2006
Skills
Corporates, Fixed Income, Bonds, Investments, Bloomberg, Trading, Capital Markets, Economics, Wealth Management, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Finance, Equities, Financial Analysis, Financial Modeling, Management, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2002 — 2006
B.A.
Elean Manuel Mendoza Elean Manuel Mendoza's Kayne Anderson Rudnick Experience March 2013 - May 2014
Job Financial Advisor Associate at Paragon Financial Partners
Industry Financial Services
Experience
Paragon Financial Partners May 2014 - Present
Kayne Anderson Rudnick March 2013 - May 2014
North Capital, Inc. February 2011 - November 2012
JPMorgan Chase January 2010 - January 2011
Apple Retail October 2008 - May 2010
Skills
Mutual Funds, Investments, Alternative Investments, Asset Management, Podcasting, YouTube, Web Video, Personal Financial..., Retirement Planning, Marketing, Fixed Income, Investment Advisory, Wealth Management, Portfolio Management, Email Marketing, MLP, Public Speaking, Bilingual, Blogging, Social Media Marketing, Email Campaigning, WordPress, Adobe Acrobat, Relationship Management, Financial Services, Salesforce.com, Investment Strategies, Sales, CRM, Finance, Securities, Presentations, Banking
Education
University of California, Riverside 2005 — 2008
BA, Economics, Art History
Paragon Financial Partners May 2014 - Present
Kayne Anderson Rudnick March 2013 - May 2014
North Capital, Inc. February 2011 - November 2012
JPMorgan Chase January 2010 - January 2011
Apple Retail October 2008 - May 2010
Skills
Mutual Funds, Investments, Alternative Investments, Asset Management, Podcasting, YouTube, Web Video, Personal Financial..., Retirement Planning, Marketing, Fixed Income, Investment Advisory, Wealth Management, Portfolio Management, Email Marketing, MLP, Public Speaking, Bilingual, Blogging, Social Media Marketing, Email Campaigning, WordPress, Adobe Acrobat, Relationship Management, Financial Services, Salesforce.com, Investment Strategies, Sales, CRM, Finance, Securities, Presentations, Banking
Education
University of California, Riverside 2005 — 2008
BA, Economics, Art History
Robert Hunt, Jr. CIMC, CIMA Robert Hunt, Jr. CIMC, CIMA's Kayne Anderson Rudnick Experience April 1996 - February 2002
Job Director, North Region at RNC Genter Capital Management
Industry Financial Services
Experience
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
Chris Benway, CFA Chris Benway, CFA's Kayne Anderson Rudnick Experience July 2014 - Present
Job Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick July 2014 - Present
Hotchkis and Wiley Capital Management April 2012 - June 2014
Palisades Investment Partners August 2010 - December 2011
The TCW Group June 2009 - September 2009
Liberty Mutual Group June 2003 - July 2008
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Investment Management
University of Colorado at Boulder 1998 — 2002
BA, Psychology, Business Administration
Kayne Anderson Rudnick July 2014 - Present
Hotchkis and Wiley Capital Management April 2012 - June 2014
Palisades Investment Partners August 2010 - December 2011
The TCW Group June 2009 - September 2009
Liberty Mutual Group June 2003 - July 2008
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Investment Management
University of Colorado at Boulder 1998 — 2002
BA, Psychology, Business Administration
Cindy Weathers MA, LMFT Cindy Weathers MA, LMFT's Kayne Anderson Rudnick Experience January 2008 - November 2011
Job Psychotherapist in Private Practice
Industry Mental Health Care
Experience
Paradigm Malibu Treatment June 2014 - Present
LMFT in private practice February 2012 - Present
Exodus Recovery November 2011 - June 2014
Center for Individual & Family Counseling June 2010 - February 2012
Kayne Anderson Rudnick January 2008 - November 2011
Skills
Family Therapy, Adolescents, Group Therapy, Mental Health Counseling, Life Transitions, CBT, Counseling Psychology, Therapists, Crisis Intervention, Psychotherapy, Mental Health, Self-esteem, Social Services, Psychology, Mindfulness
Education
Antioch University-Los Angeles 2009 — 2011
Masters, Clinical Psychology
SUNY Albany 1999 — 2003
BA, Psychology
Paradigm Malibu Treatment June 2014 - Present
LMFT in private practice February 2012 - Present
Exodus Recovery November 2011 - June 2014
Center for Individual & Family Counseling June 2010 - February 2012
Kayne Anderson Rudnick January 2008 - November 2011
Skills
Family Therapy, Adolescents, Group Therapy, Mental Health Counseling, Life Transitions, CBT, Counseling Psychology, Therapists, Crisis Intervention, Psychotherapy, Mental Health, Self-esteem, Social Services, Psychology, Mindfulness
Education
Antioch University-Los Angeles 2009 — 2011
Masters, Clinical Psychology
SUNY Albany 1999 — 2003
BA, Psychology
Steven Weyland, CFA's Kayne Anderson Rudnick Experience February 2008 - February 2011
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
David Boone, CFA's Kayne Anderson Rudnick Experience January 2012 - Present
Job Quantitative Performance Associate
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Edward Troy Edward Troy's Kayne Anderson Rudnick Experience January 2014 - Present
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Alan Gelb, CFP®'s Kayne Anderson Rudnick Experience November 1997 - August 1999
Job Financial Advisor at Wescap Group
Industry Financial Services
Experience
Wescap Group January 2006 - Present
Seidler Foster Pott, LLC September 2004 - December 2005
Merit Wealth Management, LLC August 1999 - June 2004
Kayne Anderson Rudnick November 1997 - August 1999
Cheviot Value Management March 1993 - August 1997
Wilshire Associates 1990 - 1993
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of California, Irvine 1986 — 1990
Bachelor of Arts, Economics
Rolling Hills High School
Wescap Group January 2006 - Present
Seidler Foster Pott, LLC September 2004 - December 2005
Merit Wealth Management, LLC August 1999 - June 2004
Kayne Anderson Rudnick November 1997 - August 1999
Cheviot Value Management March 1993 - August 1997
Wilshire Associates 1990 - 1993
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of California, Irvine 1986 — 1990
Bachelor of Arts, Economics
Rolling Hills High School
Victor Norton Victor Norton's Kayne Anderson Rudnick Experience March 1998 - December 2002
Job Field Vice President, Mutual Funds West at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2009 - Present
Phoenix Insurance Company 2001 - 2003
Kayne Anderson Rudnick March 1998 - December 2002
Phoenix, Duff and Phelps October 1994 - October 1998
Education
Northern Arizona University 1967 — 1970
B.S., Liberal Arts
Pacific Life Insurance Company January 2009 - Present
Phoenix Insurance Company 2001 - 2003
Kayne Anderson Rudnick March 1998 - December 2002
Phoenix, Duff and Phelps October 1994 - October 1998
Education
Northern Arizona University 1967 — 1970
B.S., Liberal Arts
Chris Armbruster, CFA's Kayne Anderson Rudnick Experience June 2013 - Present
Job Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick June 2013 - Present
B. Riley & Co. May 2011 - June 2013
AFAM Capital, Inc. September 2005 - December 2010
Payden & Rygel Investment Management April 2004 - April 2005
Fulcrum Financial Inquiry May 2002 - April 2004
Arthur Andersen 2001 - 2002
Skills
Series 7, Series 63, Series 87, Equities, Investments, Portfolio Management, Equity Research, Asset Allocation, Industry Analysis, Investment Strategies, Financial Modeling, Valuation, Trading, Factset, Bloomberg, Excel
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts, Major: Business Economics, Minor Accounting, Specialization: Computing
Kayne Anderson Rudnick June 2013 - Present
B. Riley & Co. May 2011 - June 2013
AFAM Capital, Inc. September 2005 - December 2010
Payden & Rygel Investment Management April 2004 - April 2005
Fulcrum Financial Inquiry May 2002 - April 2004
Arthur Andersen 2001 - 2002
Skills
Series 7, Series 63, Series 87, Equities, Investments, Portfolio Management, Equity Research, Asset Allocation, Industry Analysis, Investment Strategies, Financial Modeling, Valuation, Trading, Factset, Bloomberg, Excel
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts, Major: Business Economics, Minor Accounting, Specialization: Computing
Julie Biel, CFA Julie Biel, CFA's Kayne Anderson Rudnick Experience June 2013 - Present
Job Research Analyst at Kayne Anderson Rudnick
Industry Nonprofit Organization Management
Experience
Kayne Anderson Rudnick June 2013 - Present
Imperial Capital Bank April 2012 - June 2013
Bloomberg Foundation: C40 Climate Leadership Group January 2011 - April 2012
Los Angeles Mayor's Office of Economic and Business Policy January 2010 - December 2010
Huntington Holdings August 2009 - January 2010
Lehman Brothers June 2008 - September 2008
Merrill Lynch March 2004 - July 2007
Skills
Technical Analysis, Equities, Valuation, Due Diligence, Financial Modeling, Change Management, Financial Forecasting, Corporate Development, Corporate Finance, Strategy, Business Development, Financial Analysis, Program Management, Strategic Planning, Finance, Analysis, Management, Portfolio Management, Mergers & Acquisitions, Forecasting, Asset Management, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
New York University 2001 — 2003
BA, Economics and Psychology
Kayne Anderson Rudnick June 2013 - Present
Imperial Capital Bank April 2012 - June 2013
Bloomberg Foundation: C40 Climate Leadership Group January 2011 - April 2012
Los Angeles Mayor's Office of Economic and Business Policy January 2010 - December 2010
Huntington Holdings August 2009 - January 2010
Lehman Brothers June 2008 - September 2008
Merrill Lynch March 2004 - July 2007
Skills
Technical Analysis, Equities, Valuation, Due Diligence, Financial Modeling, Change Management, Financial Forecasting, Corporate Development, Corporate Finance, Strategy, Business Development, Financial Analysis, Program Management, Strategic Planning, Finance, Analysis, Management, Portfolio Management, Mergers & Acquisitions, Forecasting, Asset Management, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
New York University 2001 — 2003
BA, Economics and Psychology
Darnel Bentz Darnel Bentz's Kayne Anderson Rudnick Experience February 2013 - Present
Job Senior Vice President at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Michael Shoop Michael Shoop's Kayne Anderson Rudnick Experience 2011 - 2014
Job Senior Investment Operations Supervisor at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Richard Sherry Richard Sherry's Kayne Anderson Rudnick Experience 1995 - Present
Job Portfolio Manager at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick 1995 - Present
Pilgrim Group 1991 - 1995
Skills
Hedge Funds, Valuation, Asset Allocation, Portfolio Management, Stock Picking, Alternative Investments, Equity Research
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance
University of California, Los Angeles 1987 — 1990
BS, Economics
Suffolk University 1984 — 1987
N/A, Economics
Kayne Anderson Rudnick 1995 - Present
Pilgrim Group 1991 - 1995
Skills
Hedge Funds, Valuation, Asset Allocation, Portfolio Management, Stock Picking, Alternative Investments, Equity Research
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance
University of California, Los Angeles 1987 — 1990
BS, Economics
Suffolk University 1984 — 1987
N/A, Economics
Sonny Satanapong Sonny Satanapong's Kayne Anderson Rudnick Experience 2000 - 2001
Job Sr. Financial Analyst at Princess Cruises
Industry Hospitality
Experience
Princess Cruises August 2012 - Present
Princess Cruises October 2005 - August 2012
Princess Cruises April 2001 - October 2005
Kayne Anderson Rudnick 2000 - 2001
Washington Mutual Bank 1995 - 2000
Skills
Process Improvement, Forecasting, Database Management, Spreadsheets, Technology Integration, Budgeting, Problem Solving, Analysis, Purchasing, Financial Analysis, Data Analysis, Strategic Planning, Excel, Inventory Management, PowerPoint, Word, Microsoft Office, Financial Reporting, Finance, Budgets, Database Admin, Management, Microsoft Word, Operations Management, Accounting, Microsoft Excel, Project Planning, Marketing, Customer Service, Leadership, Project Management
Education
California Lutheran University 2006 — 2008
MBA, International Business
California State University-Northridge 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Princess Cruises August 2012 - Present
Princess Cruises October 2005 - August 2012
Princess Cruises April 2001 - October 2005
Kayne Anderson Rudnick 2000 - 2001
Washington Mutual Bank 1995 - 2000
Skills
Process Improvement, Forecasting, Database Management, Spreadsheets, Technology Integration, Budgeting, Problem Solving, Analysis, Purchasing, Financial Analysis, Data Analysis, Strategic Planning, Excel, Inventory Management, PowerPoint, Word, Microsoft Office, Financial Reporting, Finance, Budgets, Database Admin, Management, Microsoft Word, Operations Management, Accounting, Microsoft Excel, Project Planning, Marketing, Customer Service, Leadership, Project Management
Education
California Lutheran University 2006 — 2008
MBA, International Business
California State University-Northridge 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Rebeka Milnes Rebeka Milnes's Kayne Anderson Rudnick Experience 2012 - 2013
Job Healthcare Analyst at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors January 2011 - Present
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Relational Investors January 2008 - December 2010
Lehman Brothers July 2006 - December 2007
GE 2004 - 2004
Skills
Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Competitive Analysis, Capital Markets, Portfolio Management
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
Relational Investors January 2011 - Present
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Relational Investors January 2008 - December 2010
Lehman Brothers July 2006 - December 2007
GE 2004 - 2004
Skills
Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Competitive Analysis, Capital Markets, Portfolio Management
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
Lexi (Murphy) Thieriot Lexi (Murphy) Thieriot's Kayne Anderson Rudnick Experience February 2008 - April 2008
Job Marketing at Senses Wines
Industry Wine and Spirits
Experience
Senses Wines November 2012 - Present
Landmark Vineyards June 2010 - October 2012
Busalacchi Farms May 2004 - July 2010
Caymus Vineyards May 2009 - June 2009
Kayne Anderson Rudnick February 2008 - April 2008
Skills
Wine, Marketing, Event Management, Social Media, Fruit, Social Media Marketing, Marketing Communications, Sales, Event Planning, Sales Management, Retail, Public Relations, Negotiation, Inventory Management, Customer Service, Hospitality, Social Networking, Digital Marketing, Pricing, Marketing Strategy, Brand Development, Facebook
Education
Loyola Marymount University 2006 — 2010
Bachelors Degree, Business Management and Human Resources
Ursuline High School
Senses Wines November 2012 - Present
Landmark Vineyards June 2010 - October 2012
Busalacchi Farms May 2004 - July 2010
Caymus Vineyards May 2009 - June 2009
Kayne Anderson Rudnick February 2008 - April 2008
Skills
Wine, Marketing, Event Management, Social Media, Fruit, Social Media Marketing, Marketing Communications, Sales, Event Planning, Sales Management, Retail, Public Relations, Negotiation, Inventory Management, Customer Service, Hospitality, Social Networking, Digital Marketing, Pricing, Marketing Strategy, Brand Development, Facebook
Education
Loyola Marymount University 2006 — 2010
Bachelors Degree, Business Management and Human Resources
Ursuline High School
Barrett Thornbury Barrett Thornbury's Kayne Anderson Rudnick Experience 2005 - 2006
Job Financial & Strategic Analysis at Southern California Gas Company
Industry Financial Services
Experience
Southern California Gas Company September 2012 - Present
LifeHOUSE Properties 2010 - September 2012
Roth Capital Partners 2006 - 2009
Kayne Anderson Rudnick 2005 - 2006
Odyssey Advisors 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Alternative Investments, Mergers, Equity Valuation, Valuation, Financial Reporting, Microsoft Excel, Equity Research, Hedge Funds, Bloomberg, Private Equity, Investments, Capital Markets, Asset Managment, Budgets, Equities, Accounting, Risk Management, Venture Capital, Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Analysis, Asset Management
Education
Loyola Marymount University 2003 — 2005
MBA, Finance
University of Southern California - Marshall School of Business 1997 — 2001
B.S., Business Administration- Finance
Southern California Gas Company September 2012 - Present
LifeHOUSE Properties 2010 - September 2012
Roth Capital Partners 2006 - 2009
Kayne Anderson Rudnick 2005 - 2006
Odyssey Advisors 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Alternative Investments, Mergers, Equity Valuation, Valuation, Financial Reporting, Microsoft Excel, Equity Research, Hedge Funds, Bloomberg, Private Equity, Investments, Capital Markets, Asset Managment, Budgets, Equities, Accounting, Risk Management, Venture Capital, Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Analysis, Asset Management
Education
Loyola Marymount University 2003 — 2005
MBA, Finance
University of Southern California - Marshall School of Business 1997 — 2001
B.S., Business Administration- Finance
James Fletcher, CFA James Fletcher, CFA's Kayne Anderson Rudnick Experience November 2013 - Present
Job Portfolio Manager at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick November 2013 - Present
Westwood Global Investments May 2006 - November 2013
NightWatch Capital April 2005 - April 2006
Skills
Asset Management, Emerging Markets, Equity Research, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Investments, Mutual Funds, Bloomberg, Financial Modeling, Equity Valuation, Equities, Capital Markets, Hedge Funds, Alternative Investments, Fixed Income, Finance, Private Equity, Investment Banking, Investment Management, Asset Allocation
Education
Brigham Young University 2001 — 2006
BS, International Finance
Marshall High School
Marshall High School
Kayne Anderson Rudnick November 2013 - Present
Westwood Global Investments May 2006 - November 2013
NightWatch Capital April 2005 - April 2006
Skills
Asset Management, Emerging Markets, Equity Research, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Investments, Mutual Funds, Bloomberg, Financial Modeling, Equity Valuation, Equities, Capital Markets, Hedge Funds, Alternative Investments, Fixed Income, Finance, Private Equity, Investment Banking, Investment Management, Asset Allocation
Education
Brigham Young University 2001 — 2006
BS, International Finance
Marshall High School
Marshall High School
Kevin Bekas, CFA Kevin Bekas, CFA's Kayne Anderson Rudnick Experience April 2007 - June 2007
Job Credit Analyst High Yield at DoubleLine Capital LP
Industry Investment Management
Experience
DoubleLine Capital LP April 2014 - Present
Odeon Capital Group LLC November 2013 - March 2014
KPMG Adviosry June 2012 - July 2013
KPMG Advisory August 2009 - June 2012
KPMG August 2007 - August 2009
Kayne Anderson Rudnick April 2007 - June 2007
Skills
Financial Modeling, Investment Valuation, Fixed Income Analysis, Credit Risk, Bloomberg, Fincad, Derivatives, Interest Rate..., Equity Research, Liquidity Risk, Interest Rate Risk..., Market Risk, Financial Statement..., Technical Accounting...
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
MBA, Finance
UCLA 2003 — 2007
B.A., Business/Economics, Minor in Accounting
DoubleLine Capital LP April 2014 - Present
Odeon Capital Group LLC November 2013 - March 2014
KPMG Adviosry June 2012 - July 2013
KPMG Advisory August 2009 - June 2012
KPMG August 2007 - August 2009
Kayne Anderson Rudnick April 2007 - June 2007
Skills
Financial Modeling, Investment Valuation, Fixed Income Analysis, Credit Risk, Bloomberg, Fincad, Derivatives, Interest Rate..., Equity Research, Liquidity Risk, Interest Rate Risk..., Market Risk, Financial Statement..., Technical Accounting...
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
MBA, Finance
UCLA 2003 — 2007
B.A., Business/Economics, Minor in Accounting
Bridget Costello, CFP® Bridget Costello, CFP®'s Kayne Anderson Rudnick Experience August 2015 - Present
Job Senior Investment Advisor Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick August 2015 - Present
OneWest Bank October 2014 - August 2015
Adviser Investments 2012 - 2013
Adviser Investment Management March 2008 - December 2011
Skills
Mutual Funds, Asset Allocation, Wealth Management, Series 7, Asset Management, Investments, Retirement Planning, Estate Planning, Investment Management, Series 65, Relationship Management, Investment Advisory, Portfolio Management, Finance, Financial Services, Financial Analysis
Education
Emmanuel College 2006 — 2009
BS, Business Administration
Boston University - Metropolitan College
Financial Planning and Services
Kayne Anderson Rudnick August 2015 - Present
OneWest Bank October 2014 - August 2015
Adviser Investments 2012 - 2013
Adviser Investment Management March 2008 - December 2011
Skills
Mutual Funds, Asset Allocation, Wealth Management, Series 7, Asset Management, Investments, Retirement Planning, Estate Planning, Investment Management, Series 65, Relationship Management, Investment Advisory, Portfolio Management, Finance, Financial Services, Financial Analysis
Education
Emmanuel College 2006 — 2009
BS, Business Administration
Boston University - Metropolitan College
Financial Planning and Services
Kirk Michie's Kayne Anderson Rudnick Experience 1998 - 2000
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Dan Jeung Dan Jeung's Kayne Anderson Rudnick Experience August 2005 - November 2008
Job Marriage and Family Therapy Intern at Asian American Christian Counseling Service
Industry Mental Health Care
Experience
Asian American Christian Counseling Service, Inc. March 2015 - Present
Fuller Psychological and Family Services March 2012 - October 2014
Western Asset Management November 2008 - May 2009
Kayne Anderson Rudnick August 2005 - November 2008
Wilshire Associates March 1999 - February 2005
Skills
Analytics, Performance Measurement, Client Services, Investment Management, Recruiting, Family Therapy, Group Therapy, Adolescents, Psychotherapy, Mental Health, CBT, Mental Health Counseling, Counseling Psychology, Psychology, Crisis Intervention, Therapists, Anger Management, Life Transitions, Grief Counseling, Social Services, Quantitative Research, Financial Services
Education
Fuller Theological Seminary 2011 — 2013
MS Marriage and Family Therapy, Marriage and Family Therapy/Counseling
University of California, Los Angeles 1994 — 1998
B.A., Business Economics, Minors in Accounting and Asian American Studies
Asian American Christian Counseling Service, Inc. March 2015 - Present
Fuller Psychological and Family Services March 2012 - October 2014
Western Asset Management November 2008 - May 2009
Kayne Anderson Rudnick August 2005 - November 2008
Wilshire Associates March 1999 - February 2005
Skills
Analytics, Performance Measurement, Client Services, Investment Management, Recruiting, Family Therapy, Group Therapy, Adolescents, Psychotherapy, Mental Health, CBT, Mental Health Counseling, Counseling Psychology, Psychology, Crisis Intervention, Therapists, Anger Management, Life Transitions, Grief Counseling, Social Services, Quantitative Research, Financial Services
Education
Fuller Theological Seminary 2011 — 2013
MS Marriage and Family Therapy, Marriage and Family Therapy/Counseling
University of California, Los Angeles 1994 — 1998
B.A., Business Economics, Minors in Accounting and Asian American Studies
James Herrell, CFA's Kayne Anderson Rudnick Experience 1988 - 1990
Job Director of Investments at Partnervest
Industry Investment Management
Experience
Partnervest Financial Group, LLC July 2008 - Present
Pacific Capital Bancorp October 2000 - September 2003
Strome Investment Management February 1992 - June 1997
Kayne Anderson Rudnick 1988 - 1990
Skills
Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, ETFs, Asset Managment, Bloomberg, Investments, Equities, Trading, Derivatives, Hedging, Volatility, Geocaching, Options, Financial Engineering, Equity Derivatives, Financial Markets, Fund Of Funds, Trading Systems, Electronic Trading, Investment Strategies, Asset Allocation, Underwater Basket..., Wealth Management, Equity Research, Valuation, Soccer
Education
University of California, Santa Barbara 1984 — 1988
BA, English
Partnervest Financial Group, LLC July 2008 - Present
Pacific Capital Bancorp October 2000 - September 2003
Strome Investment Management February 1992 - June 1997
Kayne Anderson Rudnick 1988 - 1990
Skills
Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, ETFs, Asset Managment, Bloomberg, Investments, Equities, Trading, Derivatives, Hedging, Volatility, Geocaching, Options, Financial Engineering, Equity Derivatives, Financial Markets, Fund Of Funds, Trading Systems, Electronic Trading, Investment Strategies, Asset Allocation, Underwater Basket..., Wealth Management, Equity Research, Valuation, Soccer
Education
University of California, Santa Barbara 1984 — 1988
BA, English
Craig Thrasher Craig Thrasher's Kayne Anderson Rudnick Experience March 2008 - Present
Job Portfolio Manager & Senior Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick March 2008 - Present
Kirr Marbach & Co 2003 - 2006
Skills
Equity Research, Asset Management, Equities, Investments, Investment Strategies, Portfolio Management, Valuation, Financial Analysis, Investment Management, Financial Modeling, Mutual Funds
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of Arizona 1993 — 1996
Bachelor's Degree, Finance
CFA Institute
Chartered Financial Analyst
Kayne Anderson Rudnick March 2008 - Present
Kirr Marbach & Co 2003 - 2006
Skills
Equity Research, Asset Management, Equities, Investments, Investment Strategies, Portfolio Management, Valuation, Financial Analysis, Investment Management, Financial Modeling, Mutual Funds
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of Arizona 1993 — 1996
Bachelor's Degree, Finance
CFA Institute
Chartered Financial Analyst
Anna Tchaikaouskaite Anna Tchaikaouskaite's Kayne Anderson Rudnick Experience September 2004 - November 2005
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2013 - Present
Deloitte April 2011 - August 2013
Deloitte Consulting 2005 - April 2011
Kayne Anderson Rudnick September 2004 - November 2005
Skills
Business Strategy, Financial Analysis, Management Consulting, Financial Modeling, Leadership, Business Analysis, Business Process..., PMO, Change Management, Program Management, Valuation, Risk Management, Strategy, Project Management, Analysis, Cross-functional Team..., Process Improvement, Management, Mergers, Analytics, Competitive Analysis, Business Transformation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Marketing, International Business
University of California, Los Angeles - The Anderson School of Management 2006 — 2007
Rirdan Fellows
Deloitte August 2013 - Present
Deloitte April 2011 - August 2013
Deloitte Consulting 2005 - April 2011
Kayne Anderson Rudnick September 2004 - November 2005
Skills
Business Strategy, Financial Analysis, Management Consulting, Financial Modeling, Leadership, Business Analysis, Business Process..., PMO, Change Management, Program Management, Valuation, Risk Management, Strategy, Project Management, Analysis, Cross-functional Team..., Process Improvement, Management, Mergers, Analytics, Competitive Analysis, Business Transformation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Marketing, International Business
University of California, Los Angeles - The Anderson School of Management 2006 — 2007
Rirdan Fellows
Carlo Manjikian's Kayne Anderson Rudnick Experience 2004 - 2005
Job Senior Investment Officer at Los Angeles Department of Water and Power
Industry Government Administration
Experience
Los Angeles Department of Water and Power 2008 - Present
Los Angeles City Employees' Retirement System 2008 - 2008
Los Angeles Unified School District 2005 - 2008
Kayne Anderson Rudnick 2004 - 2005
Engemann Asset Management 2000 - 2004
Prudential Financial 1999 - 2000
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Due Diligence, Hedge Funds, Equities, Valuation, Investment Strategies, Finance, Fixed Income, Series 7, Financial Services, Asset Management, Bloomberg Terminal, Bloomberg, Capital Markets, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Management
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Montclair State University 1994 — 1997
B.S., Business Administration; Management
Los Angeles Department of Water and Power 2008 - Present
Los Angeles City Employees' Retirement System 2008 - 2008
Los Angeles Unified School District 2005 - 2008
Kayne Anderson Rudnick 2004 - 2005
Engemann Asset Management 2000 - 2004
Prudential Financial 1999 - 2000
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Due Diligence, Hedge Funds, Equities, Valuation, Investment Strategies, Finance, Fixed Income, Series 7, Financial Services, Asset Management, Bloomberg Terminal, Bloomberg, Capital Markets, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Management
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Montclair State University 1994 — 1997
B.S., Business Administration; Management
Len Hirsh, MBA, CFP® Candidate's Kayne Anderson Rudnick Experience 2013 - September 2015
Job Associate Advisor at Signature Estate & Investment Advisors
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC September 2015 - Present
Kayne Anderson Rudnick 2013 - September 2015
Mattel, Inc. 2010 - 2013
Skills
Marketing Strategy, Product Management, Product Marketing, Marketing, Brand Management, Cross-functional Team..., Customer Insight, Strategic Partnerships, Product Development, Entrepreneurship, Strategic Planning, Strategy, Market Research, Digital Media, Marketing Communications, Business Planning, Market Analysis, Competitive Analysis, Financial Modeling, Brand Development, Market Planning, Forecasting, Investments, Alternative Investments, Investment Management, Wealth Management, Wealth Management..., Writing, Creative Writing
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
M.B.A. (Master of Business Administration)
Colgate University 1995 — 1999
B.A.
University of California, Los Angeles
Certificate in Personal Financial Planning
Signature Estate & Investment Advisors, LLC September 2015 - Present
Kayne Anderson Rudnick 2013 - September 2015
Mattel, Inc. 2010 - 2013
Skills
Marketing Strategy, Product Management, Product Marketing, Marketing, Brand Management, Cross-functional Team..., Customer Insight, Strategic Partnerships, Product Development, Entrepreneurship, Strategic Planning, Strategy, Market Research, Digital Media, Marketing Communications, Business Planning, Market Analysis, Competitive Analysis, Financial Modeling, Brand Development, Market Planning, Forecasting, Investments, Alternative Investments, Investment Management, Wealth Management, Wealth Management..., Writing, Creative Writing
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
M.B.A. (Master of Business Administration)
Colgate University 1995 — 1999
B.A.
University of California, Los Angeles
Certificate in Personal Financial Planning
Tammy Patterson's Kayne Anderson Rudnick Experience 2000 - 2005
Job Managed Account Specialist Wrap Trader at Tradewinds Global Investors
Industry Financial Services
Experience
Tradewinds Global Investors August 2005 - Present
Crusade Christian Faith Center 2002 - 2011
kayne anderson rudnick 2000 - 2005
Skills
Mutual Funds, Investments, Equities, Asset Allocation
Education
Loyola Marymount University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Tradewinds Global Investors August 2005 - Present
Crusade Christian Faith Center 2002 - 2011
kayne anderson rudnick 2000 - 2005
Skills
Mutual Funds, Investments, Equities, Asset Allocation
Education
Loyola Marymount University 1995 — 1999
Bachelor of Arts (B.A.), Economics
michael skramstad's Kayne Anderson Rudnick Experience November 1991 - March 1993
Job Software Engineer at My Lab >| __⚑
Industry Internet
Experience
My Lab ---> __⚑ July 2008 - Present
The Designory, Inc. November 2006 - July 2008
Skramstad Internet Advertising October 2000 - August 2006
iVenue.com March 2000 - February 2002
Skramstad Software March 1993 - December 1999
Kayne Anderson Rudnick November 1991 - March 1993
The Pilgrim Group January 1990 - October 1991
Computer Mastery Service March 1988 - October 1989
John F. Bates, P.E., Civil Engineer January 1985 - January 1989
George Young & Associates January 1984 - October 1985
Skills
Subversion, MySQL, Java, C#, Databases, Perl, Linux, PHP, Microsoft SQL Server, Bash, HTML, Oracle, Programming, Solaris, Testing, Database Design, Distributed Systems, Ant, Hadoop, CMS, ASP, System Administration, Servers, Algorithms, Scalability, E-commerce, Security, VBScript, AJAX, jQuery, JSON, JavaScript, CSS, XML, HTML 5, OOP, Web Applications, Web Development, Agile Methodologies, REST, Git, XHTML, Scrum, Android, Websphere, Web Services, Integration, Apache, ARM multiprocessors, Java JNI, Google...
Education
Allan Hancock College 1997 — 1999
A.A., Liberal Arts, 4.0
Glendale Community College 1981 — 1982
Data Processing, A
Hoover High School, Glendale, CA 1979 — 1981
H.S. Diploma
My Lab ---> __⚑ July 2008 - Present
The Designory, Inc. November 2006 - July 2008
Skramstad Internet Advertising October 2000 - August 2006
iVenue.com March 2000 - February 2002
Skramstad Software March 1993 - December 1999
Kayne Anderson Rudnick November 1991 - March 1993
The Pilgrim Group January 1990 - October 1991
Computer Mastery Service March 1988 - October 1989
John F. Bates, P.E., Civil Engineer January 1985 - January 1989
George Young & Associates January 1984 - October 1985
Skills
Subversion, MySQL, Java, C#, Databases, Perl, Linux, PHP, Microsoft SQL Server, Bash, HTML, Oracle, Programming, Solaris, Testing, Database Design, Distributed Systems, Ant, Hadoop, CMS, ASP, System Administration, Servers, Algorithms, Scalability, E-commerce, Security, VBScript, AJAX, jQuery, JSON, JavaScript, CSS, XML, HTML 5, OOP, Web Applications, Web Development, Agile Methodologies, REST, Git, XHTML, Scrum, Android, Websphere, Web Services, Integration, Apache, ARM multiprocessors, Java JNI, Google...
Education
Allan Hancock College 1997 — 1999
A.A., Liberal Arts, 4.0
Glendale Community College 1981 — 1982
Data Processing, A
Hoover High School, Glendale, CA 1979 — 1981
H.S. Diploma
Joshua Pickering's Kayne Anderson Rudnick Experience April 2001 - July 2004
Job Senior Associate Infrastructure Consulting at McGladrey
Industry Information Technology and Services
Experience
McGladrey November 2014 - Present
Digital Healing 2002 - Present
Reboot Networks April 2008 - October 2014
Reboot Networks July 2004 - April 2008
Kayne Anderson Rudnick April 2001 - July 2004
Skills
System Administration, Visio, Disaster Recovery, Virtualization, Windows Server, Active Directory, Data Center, Microsoft Exchange, VMware, Technical Support, Network Security
Education
Hofstra University 1988 — 1992
Bachelor of Arts, Television & Radio Production (Minor in English)
McGladrey November 2014 - Present
Digital Healing 2002 - Present
Reboot Networks April 2008 - October 2014
Reboot Networks July 2004 - April 2008
Kayne Anderson Rudnick April 2001 - July 2004
Skills
System Administration, Visio, Disaster Recovery, Virtualization, Windows Server, Active Directory, Data Center, Microsoft Exchange, VMware, Technical Support, Network Security
Education
Hofstra University 1988 — 1992
Bachelor of Arts, Television & Radio Production (Minor in English)
Martise Moore's Kayne Anderson Rudnick Experience October 2004 - September 2007
Job Founder GreenRunner | Los Angeles Running Expert | Coach, Pacer & Concierge | Author | Performance Speaker
Industry Professional Training & Coaching
Experience
GreenRunner April 2009 - Present
Trojan Force September 2008 - Present
Analytic Investors September 2007 - June 2009
Kayne Anderson Rudnick October 2004 - September 2007
Phoenix Investment Partners May 2002 - October 2004
Skills
Athletic Performance, Coaching, Public Speaking, Sports, Track & Field, Sales & Marketing, Athletics, Asset Managment, Strategic Planning, Investment Management, Making A Difference, Leadership, Victory Performance, Mental Performance, Running, Hurdles, Weight Management, Financial Services, Weight Loss Coaching, Business Development, Program Management, Wellness Coaching, Asset Management, Marketing, Securities, Portfolio Management, Entrepreneurship, Fitness, Asset Allocation, Equity Research, Athletic Training, Risk Management, Financial Analysis, Management, Investments, Training, Operant Conditioning, Bloomberg, Strategy, Investment Advisory, Motivational Speaking, Investment Strategies, Fixed Income, Equities, Personal Development, Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds
Education
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Investment Finance
USC
GreenRunner April 2009 - Present
Trojan Force September 2008 - Present
Analytic Investors September 2007 - June 2009
Kayne Anderson Rudnick October 2004 - September 2007
Phoenix Investment Partners May 2002 - October 2004
Skills
Athletic Performance, Coaching, Public Speaking, Sports, Track & Field, Sales & Marketing, Athletics, Asset Managment, Strategic Planning, Investment Management, Making A Difference, Leadership, Victory Performance, Mental Performance, Running, Hurdles, Weight Management, Financial Services, Weight Loss Coaching, Business Development, Program Management, Wellness Coaching, Asset Management, Marketing, Securities, Portfolio Management, Entrepreneurship, Fitness, Asset Allocation, Equity Research, Athletic Training, Risk Management, Financial Analysis, Management, Investments, Training, Operant Conditioning, Bloomberg, Strategy, Investment Advisory, Motivational Speaking, Investment Strategies, Fixed Income, Equities, Personal Development, Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds
Education
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Investment Finance
USC
Richard Wiener, MBA's Kayne Anderson Rudnick Experience July 2012 - Present
Job Experienced Investment Management Professional
Industry Financial Services
Experience
Kayne Anderson Rudnick July 2012 - Present
Trust Company of the West June 1999 - February 2012
Trust Company of the West June 1992 - June 1999
Ernst & Young September 1988 - June 1992
Skills
Due Diligence, Investments, Asset Management, Finance, Accounting, Financial Services, Risk Management, RFP, Investment Management, Marketing Communications, Auditing, Leadership, Investment Strategies, Alternative Investments, Management, Fixed Income, Equities, Institutional..., Corporate Finance, Operations, Client Services
Education
University of Michigan - Stephen M. Ross School of Business
Executive MBA
University of California, Los Angeles
PFP, Personal Financial Planning
California State University-Northridge
BS, Accounting
Kayne Anderson Rudnick July 2012 - Present
Trust Company of the West June 1999 - February 2012
Trust Company of the West June 1992 - June 1999
Ernst & Young September 1988 - June 1992
Skills
Due Diligence, Investments, Asset Management, Finance, Accounting, Financial Services, Risk Management, RFP, Investment Management, Marketing Communications, Auditing, Leadership, Investment Strategies, Alternative Investments, Management, Fixed Income, Equities, Institutional..., Corporate Finance, Operations, Client Services
Education
University of Michigan - Stephen M. Ross School of Business
Executive MBA
University of California, Los Angeles
PFP, Personal Financial Planning
California State University-Northridge
BS, Accounting
Cindy Teti's Kayne Anderson Rudnick Experience August 2008 - May 2011
Job Senior Program Manager at Capital Group
Industry Financial Services
Experience
Capital Group June 2014 - Present
Luminous Capital, A Division of First Republic Investment Management January 2013 - May 2014
Luminous Capital June 2011 - December 2012
Kayne Anderson Rudnick August 2008 - May 2011
Barclays Global Investors June 2007 - August 2007
Accenture 1998 - 2006
Covington & Burling 1996 - 1998
Skills
Wealth Management, Investment Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Capital Markets, Project Management, Business Strategy, Business Analysis, Alternative Investments, Technology Integration, Technology Planning, Acquisition Integration, Process Engineering, Organizational Design, Organizational...
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance and Strategy
Yale University 1992 — 1996
Bachelor of Arts (BA), Political Science
Capital Group June 2014 - Present
Luminous Capital, A Division of First Republic Investment Management January 2013 - May 2014
Luminous Capital June 2011 - December 2012
Kayne Anderson Rudnick August 2008 - May 2011
Barclays Global Investors June 2007 - August 2007
Accenture 1998 - 2006
Covington & Burling 1996 - 1998
Skills
Wealth Management, Investment Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Capital Markets, Project Management, Business Strategy, Business Analysis, Alternative Investments, Technology Integration, Technology Planning, Acquisition Integration, Process Engineering, Organizational Design, Organizational...
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance and Strategy
Yale University 1992 — 1996
Bachelor of Arts (BA), Political Science
Noel Phenicie's Kayne Anderson Rudnick Experience June 2008 - Present
Job Controller at Kayne Anderson Rudnick
Industry Banking
Experience
Kayne Anderson Rudnick June 2008 - Present
Countrywide Bank November 2007 - June 2008
Countrywide Home Loans April 2003 - November 2007
Dennis M. McCoy & Sons June 2002 - February 2003
Roxbury Capital Management February 2000 - June 2002
Education
University of California, Santa Barbara 1988 — 1992
Kayne Anderson Rudnick June 2008 - Present
Countrywide Bank November 2007 - June 2008
Countrywide Home Loans April 2003 - November 2007
Dennis M. McCoy & Sons June 2002 - February 2003
Roxbury Capital Management February 2000 - June 2002
Education
University of California, Santa Barbara 1988 — 1992
Dustin Gale, CFP®'s Kayne Anderson Rudnick Experience January 2015 - Present
Job SVP and Sr. Wealth Advisor at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick January 2015 - Present
Wells Fargo March 2009 - December 2014
Bank of America May 2008 - January 2009
Bank of America February 2005 - May 2008
Skills
Wealth Management, High Net Worth..., Investments, Series 7, Loans, Banking, Portfolio Management, Insurance, Mortgage Banking, Credit, Private Banking, Commercial Lending, Underwriting, Notary Public, Financial Planning, Private Wealth..., Risk, Investment Management
Education
University of Arizona, Eller College of Management 2001 — 2005
BSBA, Finance
Kayne Anderson Rudnick January 2015 - Present
Wells Fargo March 2009 - December 2014
Bank of America May 2008 - January 2009
Bank of America February 2005 - May 2008
Skills
Wealth Management, High Net Worth..., Investments, Series 7, Loans, Banking, Portfolio Management, Insurance, Mortgage Banking, Credit, Private Banking, Commercial Lending, Underwriting, Notary Public, Financial Planning, Private Wealth..., Risk, Investment Management
Education
University of Arizona, Eller College of Management 2001 — 2005
BSBA, Finance
Grace (Choo) Apuy's Kayne Anderson Rudnick Experience March 2011 - Present
Job Vice President at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick March 2011 - Present
Fidelity Investments October 2008 - March 2011
Fidelity Investments March 2007 - October 2008
Fidelity Investments September 2004 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Equities, Account Management, Microsoft Office, Securities, Wealth Management..., Alternative Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Kayne Anderson Rudnick March 2011 - Present
Fidelity Investments October 2008 - March 2011
Fidelity Investments March 2007 - October 2008
Fidelity Investments September 2004 - March 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Equities, Account Management, Microsoft Office, Securities, Wealth Management..., Alternative Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Joe Nazarian's Kayne Anderson Rudnick Experience Client Service AssociateEnvestNetSeptember 2004 - July 2005
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick Client Service AssociateEnvestNetSeptember 2004 - July 2005
Trust Company of the West January 2001 - September 2004
Skills
Investment Strategies, Mutual Funds, Investments, Trading, Investment Advisory, Equities, Bloomberg, Asset Allocation
Education
Lebanese American University 1996 — 2000
BS, Business
Kayne Anderson Rudnick Client Service AssociateEnvestNetSeptember 2004 - July 2005
Trust Company of the West January 2001 - September 2004
Skills
Investment Strategies, Mutual Funds, Investments, Trading, Investment Advisory, Equities, Bloomberg, Asset Allocation
Education
Lebanese American University 1996 — 2000
BS, Business
Nicholas Hruskocy's Kayne Anderson Rudnick Experience May 2014 - June 2015
Job Portfolio Implementation and Trader
Industry Financial Services
Experience
Bel Air Investment Advisors June 2015 - Present
Kayne Anderson Rudnick May 2014 - June 2015
Interactive Data October 2012 - May 2014
Zecco Trading December 2011 - October 2012
Sprint September 2010 - December 2011
Skills
Investments, Financial Services, Equities, Mutual Funds, Options, Securities, Portfolio Management, Financial Modeling, Series 7, Financial Analysis, Derivatives, Series 63, Customer Satisfaction, Risk Management, Asset Managment, Banking, Asset Allocation, Asset Management, Portfolio Administration, Futures Trading, Excel VBA
Education
University of North Texas 2007 — 2011
BBA, Finance
Texas A&M University 2004 — 2006
Flower Mound High School 2000 — 2004
Bel Air Investment Advisors June 2015 - Present
Kayne Anderson Rudnick May 2014 - June 2015
Interactive Data October 2012 - May 2014
Zecco Trading December 2011 - October 2012
Sprint September 2010 - December 2011
Skills
Investments, Financial Services, Equities, Mutual Funds, Options, Securities, Portfolio Management, Financial Modeling, Series 7, Financial Analysis, Derivatives, Series 63, Customer Satisfaction, Risk Management, Asset Managment, Banking, Asset Allocation, Asset Management, Portfolio Administration, Futures Trading, Excel VBA
Education
University of North Texas 2007 — 2011
BBA, Finance
Texas A&M University 2004 — 2006
Flower Mound High School 2000 — 2004
Avachai Tayjasanant, CFA's Kayne Anderson Rudnick Experience August 2012 - Present
Job Experienced Investment and Trading Professional
Industry Financial Services
Experience
Kayne Anderson Rudnick August 2012 - Present
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Portfolio Management, algorithmic trading, block trading, Financial Analysis, Asian Trading, European Trading, Emerging Markets Trading, Latin American Trading, hedge fund trading, options trading, Bloomberg, Block Trading, Options, Fixed Income, Trading System, Trading, Alternative Investments, ETFs, Derivatives, Capital Markets, Securities, Asset Management, Investments
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Trinity College-Hartford 1985 — 1989
BA
Kayne Anderson Rudnick August 2012 - Present
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Portfolio Management, algorithmic trading, block trading, Financial Analysis, Asian Trading, European Trading, Emerging Markets Trading, Latin American Trading, hedge fund trading, options trading, Bloomberg, Block Trading, Options, Fixed Income, Trading System, Trading, Alternative Investments, ETFs, Derivatives, Capital Markets, Securities, Asset Management, Investments
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Trinity College-Hartford 1985 — 1989
BA
Matt Cartin's Kayne Anderson Rudnick Experience February 2002 - September 2008
Job Matt Cartin
Industry Investment Management
Experience
Charles Schwab June 2009 - Present
Kayne Anderson Rudnick February 2002 - September 2008
Education
College of the Holy Cross 1991 — 1997
Charles Schwab June 2009 - Present
Kayne Anderson Rudnick February 2002 - September 2008
Education
College of the Holy Cross 1991 — 1997
John Peetz's Kayne Anderson Rudnick Experience 2006 - 2007
Job Investment professional
Industry Investment Management
Experience
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Regina Cantwell's Kayne Anderson Rudnick Experience 1999 - 2003
Job Amercanex ~ VP Operations
Industry Financial Services
Experience
Amercanex - American Cannabis Exchange August 2015 - Present
Chapdelaine & Co. March 2009 - April 2015
ICAP October 2007 - October 2008
Wunderlich Securities September 2005 - September 2007
Capital Institutional Services January 2004 - September 2005
Kayne Anderson Rudnick 1999 - 2003
G.X Clarke & Co 1997 - 1999
Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Electronic Trading, Emerging Markets, Equities, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds
Education
Institute for Integrative Nutrition 2013 — 2014
Certificate of Health Coach, Health and Nutrition
Loyola College in Maryland 1993 — 1997
Bachelor of Science, Mathematics
Amercanex - American Cannabis Exchange August 2015 - Present
Chapdelaine & Co. March 2009 - April 2015
ICAP October 2007 - October 2008
Wunderlich Securities September 2005 - September 2007
Capital Institutional Services January 2004 - September 2005
Kayne Anderson Rudnick 1999 - 2003
G.X Clarke & Co 1997 - 1999
Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Electronic Trading, Emerging Markets, Equities, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds
Education
Institute for Integrative Nutrition 2013 — 2014
Certificate of Health Coach, Health and Nutrition
Loyola College in Maryland 1993 — 1997
Bachelor of Science, Mathematics
Kim Friedricks's Kayne Anderson Rudnick Experience July 1998 - Present
Job Director of Fixed Income at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick July 1998 - Present
Kayne Anderson Rudnick Investment Management July 1998 - Present
Skills
Asset Allocation, Asset Managment, Investments, Portfolio Management, Bloomberg, Mutual Funds, Bonds, Investment Management, Series 7, Investment Strategies, Wealth Management, Capital Markets, Fixed Income, Asset Management, Securities, Financial Modeling
Education
University of Southern California
Kayne Anderson Rudnick July 1998 - Present
Kayne Anderson Rudnick Investment Management July 1998 - Present
Skills
Asset Allocation, Asset Managment, Investments, Portfolio Management, Bloomberg, Mutual Funds, Bonds, Investment Management, Series 7, Investment Strategies, Wealth Management, Capital Markets, Fixed Income, Asset Management, Securities, Financial Modeling
Education
University of Southern California
Chris Wright, CFA's Kayne Anderson Rudnick Experience January 2012 - Present
Job Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Gary Ghazarian's Kayne Anderson Rudnick Experience 2001 - 2004
Job Director of Operations, Marketable Securities Group
Industry Investment Management
Experience
Kayne Anderson Capital Advisors 2005 - Present
Kayne Anderson Rudnick 2001 - 2004
Codexa Corporation 2000 - 2001
Wilshire Associates 1995 - 2000
Wells Fargo 1995 - 2000
Skills
Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Corporate Finance
University of California, Los Angeles
BA, Economics
Kayne Anderson Capital Advisors 2005 - Present
Kayne Anderson Rudnick 2001 - 2004
Codexa Corporation 2000 - 2001
Wilshire Associates 1995 - 2000
Wells Fargo 1995 - 2000
Skills
Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Corporate Finance
University of California, Los Angeles
BA, Economics
Sandra Herrera's Kayne Anderson Rudnick Experience 1999 - 2001
Job Attorney at San Manuel Band of Mission Indians
Industry Law Practice
Experience
San Manuel Band of Mission Indians September 2015 - Present
Polsinelli March 2013 - September 2015
Nossaman LLP September 2005 - March 2013
Start Up 2001 - 2002
Kayne Anderson Rudnick 1999 - 2001
Brown Brothers Harriman 1997 - 1999
Skills
Real Estate, Legal Research, Legal Writing, Appeals, Intellectual Property, Courts, Corporate Law, Bankruptcy, Events Organisation, Business Transactions, Real Estate Transactions, Mediation, Due Diligence, Mergers & Acquisitions, Westlaw, Corporate Governance
Education
Stanford University Law School 2002 — 2005
JD
University of Michigan 1995 — 1997
MPP
Carleton College 1990 — 1994
BA, Psychology
Whitney Young 1986 — 1990
San Manuel Band of Mission Indians September 2015 - Present
Polsinelli March 2013 - September 2015
Nossaman LLP September 2005 - March 2013
Start Up 2001 - 2002
Kayne Anderson Rudnick 1999 - 2001
Brown Brothers Harriman 1997 - 1999
Skills
Real Estate, Legal Research, Legal Writing, Appeals, Intellectual Property, Courts, Corporate Law, Bankruptcy, Events Organisation, Business Transactions, Real Estate Transactions, Mediation, Due Diligence, Mergers & Acquisitions, Westlaw, Corporate Governance
Education
Stanford University Law School 2002 — 2005
JD
University of Michigan 1995 — 1997
MPP
Carleton College 1990 — 1994
BA, Psychology
Whitney Young 1986 — 1990
Christina Barren, CAIA's Kayne Anderson Rudnick Experience June 2002 - August 2002
Job Senior Portfolio Manager at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Jeff Hwang, CFA, CAIA's Kayne Anderson Rudnick Experience July 2004 - February 2006
Job Equity Research Associate at Tradewinds Global Investors, LLC
Industry Financial Services
Experience
Tradewinds Global Investors, LLC August 2012 - Present
Tradewinds Global Investors, LLC March 2010 - August 2012
Tradewinds Global Investors, LLC February 2006 - March 2010
Kayne Anderson Rudnick July 2004 - February 2006
Quintile Wealth Management June 2003 - July 2004
Newell Associates March 2002 - March 2003
Skills
Investment Management, Equities, Bloomberg, Alternative Investments, Equity Research, Fixed Income, Valuation, Portfolio Management, Investment Strategies, Asset Managment, Mutual Funds, Investments, Asset Allocation, Securities, Series 7, Hedge Funds, Strategic Financial..., Microsoft Excel, Factset, ETFs, Equity Valuation, Wealth Management, Investment Advisory, Derivatives, Emerging Markets, Financial Modeling, Private Equity, Trading, Asset Management, Options, Bonds
Education
Bowdoin College
BA, Government
Tradewinds Global Investors, LLC August 2012 - Present
Tradewinds Global Investors, LLC March 2010 - August 2012
Tradewinds Global Investors, LLC February 2006 - March 2010
Kayne Anderson Rudnick July 2004 - February 2006
Quintile Wealth Management June 2003 - July 2004
Newell Associates March 2002 - March 2003
Skills
Investment Management, Equities, Bloomberg, Alternative Investments, Equity Research, Fixed Income, Valuation, Portfolio Management, Investment Strategies, Asset Managment, Mutual Funds, Investments, Asset Allocation, Securities, Series 7, Hedge Funds, Strategic Financial..., Microsoft Excel, Factset, ETFs, Equity Valuation, Wealth Management, Investment Advisory, Derivatives, Emerging Markets, Financial Modeling, Private Equity, Trading, Asset Management, Options, Bonds
Education
Bowdoin College
BA, Government
Duy Trinh's Kayne Anderson Rudnick Experience June 2009 - November 2009
Job Institutional Trading Assistant at Tradewinds Global Investors, LLC
Industry Investment Management
Experience
Tradewinds Global Investors, LLC August 2010 - July 2013
Oppenheimer & Co. May 2010 - July 2010
Kayne Anderson Rudnick June 2009 - November 2009
Reed Conner & Birdwell August 2004 - January 2009
TCW Group July 2001 - July 2004
California Power Exchange May 2000 - August 2000
Skills
Fixed Income, Equities, Trading, Account Reconciliation, Management, Back Office, Investments, Portfolio Management, Bloomberg, Financial Markets, Financial Analysis, Mutual Funds, Traders, Due Diligence
Education
University of Southern California 1997 — 2001
B.S. Business Administration, Finance
Tradewinds Global Investors, LLC August 2010 - July 2013
Oppenheimer & Co. May 2010 - July 2010
Kayne Anderson Rudnick June 2009 - November 2009
Reed Conner & Birdwell August 2004 - January 2009
TCW Group July 2001 - July 2004
California Power Exchange May 2000 - August 2000
Skills
Fixed Income, Equities, Trading, Account Reconciliation, Management, Back Office, Investments, Portfolio Management, Bloomberg, Financial Markets, Financial Analysis, Mutual Funds, Traders, Due Diligence
Education
University of Southern California 1997 — 2001
B.S. Business Administration, Finance
Nicole Engel's Kayne Anderson Rudnick Experience January 2008 - March 2009
Job Associate Regional Director at LJM Partners
Industry Financial Services
Experience
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
Tom Waid's Kayne Anderson Rudnick Experience 1996 - 2004
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty June 2010 - Present
Century 21 All Pro 2008 - June 2010
Century 21 Rickard Realty 2005 - 2006
Kayne Anderson Rudnick 1996 - 2004
Skills
Real Estate, Marketing, Sellers, First Time Home Buyers, Relocation
Education
Pennsylvania State University-Erie Campus 1992 — 1997
BS, Management
Keller Williams Realty June 2010 - Present
Century 21 All Pro 2008 - June 2010
Century 21 Rickard Realty 2005 - 2006
Kayne Anderson Rudnick 1996 - 2004
Skills
Real Estate, Marketing, Sellers, First Time Home Buyers, Relocation
Education
Pennsylvania State University-Erie Campus 1992 — 1997
BS, Management
Joan Solomon's Kayne Anderson Rudnick Experience 2000 - 2003
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2007 - Present
Mellon Financial 2003 - 2006
Kayne Anderson Rudnick 2000 - 2003
NWQ Investment Mangaement 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA
University of Manchester - Manchester Business School 2006 — 2006
Boston College 1994 — 1998
BA, Psychology and Communications
Northern Trust June 2007 - Present
Mellon Financial 2003 - 2006
Kayne Anderson Rudnick 2000 - 2003
NWQ Investment Mangaement 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA
University of Manchester - Manchester Business School 2006 — 2006
Boston College 1994 — 1998
BA, Psychology and Communications
Christina Tumbusch's Kayne Anderson Rudnick Experience January 2014 - Present
Job Compliance at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2014 - Present
South Texas Money Management, Ltd. 2011 - 2013
Univision Communications 2009 - 2011
Skills
Social Media, Radio, Advertising, Social Media Marketing, Event Planning, Marketing, Press Releases
Education
University of the Incarnate Word
Master's degree, Accounting
Trinity University 2004 — 2008
BA, International Studies, Business
Kayne Anderson Rudnick January 2014 - Present
South Texas Money Management, Ltd. 2011 - 2013
Univision Communications 2009 - 2011
Skills
Social Media, Radio, Advertising, Social Media Marketing, Event Planning, Marketing, Press Releases
Education
University of the Incarnate Word
Master's degree, Accounting
Trinity University 2004 — 2008
BA, International Studies, Business
Michele Huber's Kayne Anderson Rudnick Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Kayne Anderson Rudnick December 2014 - Present
Chamberlain Group September 2013 - December 2014
Stifel Financial Corp. April 2013 - September 2013
Stifel Nicolaus January 2008 - March 2013
Skills
Excel, Access, Word, Thomson One, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Performance Reporting, Separately Managed..., Spreadsheets, Spreadsheet Design, Morningstar, StyleADVISOR, Series 7
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Kayne Anderson Rudnick December 2014 - Present
Chamberlain Group September 2013 - December 2014
Stifel Financial Corp. April 2013 - September 2013
Stifel Nicolaus January 2008 - March 2013
Skills
Excel, Access, Word, Thomson One, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Performance Reporting, Separately Managed..., Spreadsheets, Spreadsheet Design, Morningstar, StyleADVISOR, Series 7
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Doug Foreman's Kayne Anderson Rudnick Experience January 2014 - Present
Job Chief Investment Officer at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick January 2014 - Present
Kayne Anderson Rudnick January 2013 - December 2013
Kayne Anderson Rudnick July 2011 - December 2013
HighMark Capital Management April 2009 - May 2011
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Equities, Asset Allocation, Valuation, Investment Advisory, Mutual Funds, Financial Modeling, Investment Strategies, Wealth Management, Risk Management, Alternative Investments, Asset Management, Hedge Funds, Investment Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
United States Naval Academy 1975 — 1979
B.S., Marine Engineering
Kayne Anderson Rudnick January 2014 - Present
Kayne Anderson Rudnick January 2013 - December 2013
Kayne Anderson Rudnick July 2011 - December 2013
HighMark Capital Management April 2009 - May 2011
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Equities, Asset Allocation, Valuation, Investment Advisory, Mutual Funds, Financial Modeling, Investment Strategies, Wealth Management, Risk Management, Alternative Investments, Asset Management, Hedge Funds, Investment Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
United States Naval Academy 1975 — 1979
B.S., Marine Engineering
Daniel F. Garcia's Kayne Anderson Rudnick Experience March 1999 - January 2002
Job Real Estate Portfolio Manager
Industry Real Estate
Experience
Premier Executives Realty and Investments January 2008 - Present
Wells Fargo Advisors January 2002 - February 2003
Kayne Anderson Rudnick March 1999 - January 2002
Capital Group August 1994 - March 1999
Education
California State University-Los Angeles 1990 — 1996
Bachelor, Business Administration-Finance
Premier Executives Realty and Investments January 2008 - Present
Wells Fargo Advisors January 2002 - February 2003
Kayne Anderson Rudnick March 1999 - January 2002
Capital Group August 1994 - March 1999
Education
California State University-Los Angeles 1990 — 1996
Bachelor, Business Administration-Finance
Laurie Deaton, CFA's Kayne Anderson Rudnick Experience March 2014 - Present
Job Director at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Allan M. Rudnick's Kayne Anderson Rudnick Experience 1989 - Present
Job President of Barnaby Corp.
Industry Financial Services
Experience
First Pacific Advisors 2010 - Present
Kayne Anderson Rudnick 1989 - Present
Family Offices, LLC 2007 - January 2013
The Pilgrim Group 1986 - 1989
Skills
Mutual Funds, Investments, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investment Management, Due Diligence, Series 7, Private Equity, Wealth Management, Financial Analysis, Financial Modeling
Education
Harvard Business School 1962 — 1964
MBA, Business
Trinity College 1959 — 1962
BA, Economics
First Pacific Advisors 2010 - Present
Kayne Anderson Rudnick 1989 - Present
Family Offices, LLC 2007 - January 2013
The Pilgrim Group 1986 - 1989
Skills
Mutual Funds, Investments, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investment Management, Due Diligence, Series 7, Private Equity, Wealth Management, Financial Analysis, Financial Modeling
Education
Harvard Business School 1962 — 1964
MBA, Business
Trinity College 1959 — 1962
BA, Economics
David C. Mitchell's Kayne Anderson Rudnick Experience April 2001 - July 2005
Job Corporate Actions| Operations Specialist
Industry Financial Services
Experience
Kayne Anderson Rudnick April 2001 - July 2005
Bank of America Private Bank November 1995 - May 1999
Skills
Financial Services, Securities, Security Clearance, Back Office, capital..., Fixed Assets, Dividends, Corporate Actions, Capital
Education
Pace University - Lubin School of Business
Business/Commerce, General
Kayne Anderson Rudnick April 2001 - July 2005
Bank of America Private Bank November 1995 - May 1999
Skills
Financial Services, Securities, Security Clearance, Back Office, capital..., Fixed Assets, Dividends, Corporate Actions, Capital
Education
Pace University - Lubin School of Business
Business/Commerce, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY