Kellner Capital

Description

Address: 900 3rd Ave #1401, New York, NY 10022 Phone: (212) 350-0200Place name: : Hours: : : : Category: : Website: : Website: http://kellnerfunds.com Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Kellner Capital, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Kellner Capital Employees

Employee
Years
Job
Industry
Daniel Lucas, CFA Daniel Lucas, CFA San Francisco Bay Area Details
Daniel Lucas, CFA's Kellner Capital Experience October 2011 - March 2013
Job Vice President Quantitative Research & Trading
Industry Investment Management
Experience
Merk Investments  March 2013 - Present
Kellner Capital   October 2011 - March 2013
University of California, Berkeley, Haas School of Business   2011 - 2012
Network Corporate Finance   January 2010 - January 2011
Deutsche Bank  September 2008 - February 2009
Deutsche Bank  July 2007 - September 2007

Skills
Options, FX Options, Financial Engineering, Investment Banking, Corporate Finance, Bloomberg, Fixed Income, Derivatives, Quantitative Finance, Financial Modeling, Equity Research, Equities, Capital Markets, FX Trading, Global Macro

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2012
Master of Financial Engineering, Financial Engineering

Universität Stuttgart / University of Stuttgart   2003 — 2009
Quantitative Business Administration (Diplom/Master), Finance, Economics

California Polytechnic State University-San Luis Obispo   2006 — 2007

Chad Mitchell Chad Mitchell Raleigh, North Carolina Details
Chad Mitchell's Kellner Capital Experience June 2012 - August 2012
Job Associate, Investment Analyst at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  September 2014 - Present
Orox Capital Management   July 2013 - August 2014
Caprock Tax Advisors   December 2012 - June 2013
Kellner Capital   June 2012 - August 2012
Grand Bank  November 2011 - January 2012

Skills
Credit, Financial Risk, Finance, Accounting, Microsoft Excel, Hedge Funds, Loans, Investments, Private Equity

Education
Belmont University   2009 — 2012
Bachelor of Business Administration (BBA), Finance

Jamie Zakalik Jamie Zakalik New Rochelle, New York Details
Jamie Zakalik's Kellner Capital Experience June 2012 - August 2012
Job Digital Marketing Intern at DOOR3
Industry Financial Services
Experience
DOOR3  June 2014 - Present
University Tees  September 2013 - Present
Kappa Delta Sorority  November 2012 - December 2013
Kellner Capital   June 2012 - August 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Event Planning, Public Speaking, Teamwork, Social Networking, Research, Leadership, Editing, Time Management, Social Media Marketing

Education
Boston University   2011 — 2015
Bachelor's Degree, Business Administration and Management, Finance, Information Systems

Boston University - School of Management   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management Information Systems

New Rochelle High School   2007 — 2011
High School

Holly Anhut Holly Anhut Greater New York City Area Details
Holly Anhut's Kellner Capital Experience June 2013 - June 2014
Job Vice President, National Accounts at American Beacon Advisors
Industry Financial Services
Experience
American Beacon Advisors  June 2014 - Present
Kellner Capital   June 2013 - June 2014
Solutions Funds Group, LLC   January 2012 - June 2013
Equinox Fund Management, LLC, Equinox Distributors   January 2010 - January 2012
Equinox Fund Management, LLC, Solon Capital   September 2007 - January 2010
Frank Russell Company, Russell-Zisler, Inc.   1988 - 1992

Skills
Alternative Investments, Managed Futures, Business Relationship..., Investment Banking, Derivatives, Options, Pension Funds, Equities, Institutional, Wealth Management

Education
Bucknell University   1984 — 1988
BSBA, Accounting, Finance

Stephanie Payne Spinola Stephanie Payne Spinola Greater New York City Area Details
Stephanie Payne Spinola's Kellner Capital Experience 2013 - Present
Job Managing Director, Kellner Capital
Industry Financial Services
Experience
Kellner Capital   2013 - Present
Marketing & Sales of Hedge Fund Strategies   2012 - 2013
Suranya Capital   2010 - 2012
Credit Suisse  2005 - 2010
JPMorgan Chase  1998 - 2003

Skills
Alternative Investments, Hedge Funds, Foreign Exchange, Private Equity, Investments, Investor Relations, Fixed Income, Derivatives, Equities, Financial Advisory, Capital Markets, Asset Management, Family Office, Mutual Funds, Liquid Alternatives

Education
Cornell University - S.C. Johnson Graduate School of Management   2003 — 2005
Master of Business Administration (M.B.A.)

Cornell University   1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Daniel S. Gormont, Sr. Daniel S. Gormont, Sr. Greater Philadelphia Area Details
Daniel S. Gormont, Sr.'s Kellner Capital Experience 2013 - 2015
Job Vice President, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Kellner Capital   2013 - 2015
Equinox Fund Management, LLC  2010 - 2013
SEI  2000 - 2010
US Department of Homeland Security  2006 - 2007
Prudential Financial  1996 - 2000

Education
Penn State University

Jon Wedrogowski Jon Wedrogowski New York, New York Details
Jon Wedrogowski's Kellner Capital Experience April 2011 - January 2013
Job Vice President, Securities Lending Trading at BlackRock
Industry Financial Services
Experience
BlackRock  Data Engineer, DataLendEquiLendJune 2014 - May 2015
Cowen Group, Inc.   April 2013 - May 2014
Kellner Capital   April 2011 - January 2013
Cowen Equity Finance Group   April 2013 - 2013
UC Berkeley  March 2010 - March 2011
BlackRock  January 2008 - March 2010
RBC Professional Trading Group   July 2006 - December 2007

Skills
Analytics, Python, NumPy, MongoDB, Matlab, SQL, Oracle, Portfolio Management, Trading, ETL, Regression Models, Bloomberg, JavaScript, Securities Lending, MapReduce, Equities, Risk Management, Trading Strategies, Java

Education
University of California, Berkeley, Haas School of Business   2010 — 2011
MFE, Financial Engineering

Duke University   2002 — 2005
B.S., Economics

William Vernon William Vernon New York, New York Details
William Vernon's Kellner Capital Experience 1993 - 1994
Job Partner at Marlowe Partners LP
Industry Investment Management
Experience
Marlowe Partners LP   July 2013 - Present
HomeField Capital   2005 - July 2013
Perry Capital  1995 - 2005
Kellner Capital   1993 - 1994
PricewaterhouseCoopers  1979 - 1993

Education
New York University, Stern School of Business   1979 — 1980
Master of Science (MS)

Colgate University   1975 — 1979
Bachelor of Arts (B.A.)

Christopher Pultz Christopher Pultz Greater New York City Area Details
Christopher Pultz's Kellner Capital Experience October 1999 - Present
Job Principal Portfolio Manager at Kellner Capital
Industry Investment Management
Experience
Kellner Capital   October 1999 - Present
Neuberger Berman  August 1997 - September 1999

Education
Fairfield University
Bachelor of Science (B.S.), Finance

Fordham University
Master of Business Administration (MBA), Finance

Bob Egan Bob Egan Greater New York City Area Details
Bob Egan's Kellner Capital Experience August 2011 - September 2012
Job Markets Group Securities Finance at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2014 - Present
EquiLend  June 2013 - October 2013
Kellner Capital   August 2011 - September 2012
HBK Capital Management  January 2002 - July 2010
Citadel Investment Group  June 1999 - October 2001

Skills
Equities, Securities Lending, Prime Brokerage, Collateral Management, Swaps, Equity Derivatives, Hedge Funds, Series 7, Series 63, Corporate Actions, Series 55, Business Development, Debt & Equity Financing, Relationship Mgmt

Education
Hofstra University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Chaminade High School

Alexander Park Alexander Park New York, New York Details
Alexander Park's Kellner Capital Experience June 2012 - August 2012
Job Associate at Ares Management
Industry Investment Management
Experience
Ares Management  August 2015 - Present
Rothschild  July 2013 - June 2015
Kellner Capital   June 2012 - August 2012

Skills
Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Bloomberg Terminal, Capital IQ, Hedge Funds, Corporate Finance, Bloomberg

Education
Columbia University in the City of New York   2009 — 2013
Bachelor of Arts (B.A.)

Phillips Academy   2006 — 2009
High School Diploma