Kennedy Capital Management, Inc.
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Kennedy Capital Management, Inc. Employees
Employee
Years
Job
Industry
Sean Ketcherside, CFA Sean Ketcherside, CFA's Kennedy Capital Management, Inc. Experience March 2014 - Present
Job Research Analyst
Industry Investment Management
Experience
Kennedy Capital Management, Inc. March 2014 - Present
Scout Investments January 2008 - February 2014
UMB Bank January 2007 - January 2008
Digital Design March 2004 - January 2007
Skills
Investments, Mutual Funds, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Research, Management, Credit, Asset Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts, Interdisciplinary Studies - Math, Chem, Comm
University of Missouri-Kansas City 2003 — 2006
MBA, Finance and Entrepreneurship
Kennedy Capital Management, Inc. March 2014 - Present
Scout Investments January 2008 - February 2014
UMB Bank January 2007 - January 2008
Digital Design March 2004 - January 2007
Skills
Investments, Mutual Funds, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Research, Management, Credit, Asset Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts, Interdisciplinary Studies - Math, Chem, Comm
University of Missouri-Kansas City 2003 — 2006
MBA, Finance and Entrepreneurship
Jason Mazdra Jason Mazdra's Kennedy Capital Management, Inc. Experience July 2011 - July 2013
Job Marketing and Financial Analyst at ANICO
Industry Financial Services
Experience
Safety National March 2015 - Present
American National Insurance August 2013 - Present
Kennedy Capital Management, Inc. July 2011 - July 2013
Target May 2010 - March 2011
US Navy September 2004 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Inventory Management, Microsoft Word, Sales, Leadership, Time Management, Outlook, Teamwork, Team Leadership, Marketing, Data Entry, Public Speaking, Financial Modeling, Financial Analysis, Bloomberg, Budgets
Education
University of Missouri-Saint Louis 2009 — 2013
Bachelor of Science, Business Administration-Finance
Safety National March 2015 - Present
American National Insurance August 2013 - Present
Kennedy Capital Management, Inc. July 2011 - July 2013
Target May 2010 - March 2011
US Navy September 2004 - July 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Inventory Management, Microsoft Word, Sales, Leadership, Time Management, Outlook, Teamwork, Team Leadership, Marketing, Data Entry, Public Speaking, Financial Modeling, Financial Analysis, Bloomberg, Budgets
Education
University of Missouri-Saint Louis 2009 — 2013
Bachelor of Science, Business Administration-Finance
Eric DiSanza's Kennedy Capital Management, Inc. Experience July 2013 - June 2014
Job Advisory Services Intern at Brown Smith Wallace
Industry Insurance
Experience
Cargill July 2015 - Present
Brown Smith Wallace August 2014 - Present
Lockton Companies June 2014 - July 2014
Kennedy Capital Management, Inc. July 2013 - June 2014
University Directories April 2012 - August 2012
Qdoba Restaurant Corporation August 2009 - February 2012
Vector Marketing June 2011 - July 2011
Skills
Sales, Marketing, Customer Service, Time Management, Facebook, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel
Education
Saint Louis University 2011 — 2015
Bachelor's degree, Finance, General
Cargill July 2015 - Present
Brown Smith Wallace August 2014 - Present
Lockton Companies June 2014 - July 2014
Kennedy Capital Management, Inc. July 2013 - June 2014
University Directories April 2012 - August 2012
Qdoba Restaurant Corporation August 2009 - February 2012
Vector Marketing June 2011 - July 2011
Skills
Sales, Marketing, Customer Service, Time Management, Facebook, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel
Education
Saint Louis University 2011 — 2015
Bachelor's degree, Finance, General
Chris Jersan Chris Jersan's Kennedy Capital Management, Inc. Experience January 2006 - Present
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. January 2006 - Present
Commerce Trust August 1998 - December 2005
Skills
Bloomberg, Financial Modeling, Equity Valuation, Equity Research, Valuation, Financial Analysis, Equities
Education
Saint Louis University 1990 — 1998
B.S.B.A, Finance
Kennedy Capital Management, Inc. January 2006 - Present
Commerce Trust August 1998 - December 2005
Skills
Bloomberg, Financial Modeling, Equity Valuation, Equity Research, Valuation, Financial Analysis, Equities
Education
Saint Louis University 1990 — 1998
B.S.B.A, Finance
Douglas Brightfield Douglas Brightfield's Kennedy Capital Management, Inc. Experience January 2014 - August 2015
Job Web Services Specialist at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services August 2015 - Present
Kennedy Capital Management, Inc. January 2014 - August 2015
The Highlands Golf and Tennis Centre June 2012 - August 2012
Royal Lake of the Woods Yacht Club June 2009 - August 2011
Patients First Healthcare June 2008 - August 2008
Skills
Research, PowerPoint, Teamwork, Accounting, Event Management, SPSS, Microsoft Excel, Microsoft Word, Time Management, Current Affairs, Microsoft Office, Editing, Teaching, Event Planning, History, Facebook
Education
Cass Business School 2012 — 2013
Master's degree, Management
University of Missouri-Columbia 2008 — 2011
Bachelor of Arts (B.A.), History
BAM Advisor Services August 2015 - Present
Kennedy Capital Management, Inc. January 2014 - August 2015
The Highlands Golf and Tennis Centre June 2012 - August 2012
Royal Lake of the Woods Yacht Club June 2009 - August 2011
Patients First Healthcare June 2008 - August 2008
Skills
Research, PowerPoint, Teamwork, Accounting, Event Management, SPSS, Microsoft Excel, Microsoft Word, Time Management, Current Affairs, Microsoft Office, Editing, Teaching, Event Planning, History, Facebook
Education
Cass Business School 2012 — 2013
Master's degree, Management
University of Missouri-Columbia 2008 — 2011
Bachelor of Arts (B.A.), History
John Rackers John Rackers's Kennedy Capital Management, Inc. Experience May 2012 - Present
Job Portfolio Manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. May 2012 - Present
Missouri Valley Partners March 2007 - May 2012
Pearl Street Capital, LLC June 2004 - March 2007
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Equities
Education
University of Notre Dame 1990 — 1991
MBA, Finance
University of Missouri-Columbia, College of Business 1983 — 1987
Bachelor of Science (BS), Finance, General
Kennedy Capital Management, Inc. May 2012 - Present
Missouri Valley Partners March 2007 - May 2012
Pearl Street Capital, LLC June 2004 - March 2007
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Equities
Education
University of Notre Dame 1990 — 1991
MBA, Finance
University of Missouri-Columbia, College of Business 1983 — 1987
Bachelor of Science (BS), Finance, General
Ben Walsh's Kennedy Capital Management, Inc. Experience May 2003 - May 2004
Job Director, Business Strategy & Finance at DineEquity, Inc.
Industry Restaurants
Experience
DineEquity, Inc. October 2014 - Present
NPC International January 2014 - October 2014
NPC International April 2013 - October 2014
NPC International March 2011 - April 2013
NPC International February 2008 - March 2011
Sprint January 2006 - February 2008
KPMG January 2005 - January 2006
KPMG May 2004 - July 2004
Kennedy Capital Management, Inc. May 2003 - May 2004
St. Louis University September 2002 - May 2004
Skills
Financial Analysis, Forecasting, Budgets, Profit, Accounting, Financial Forecasting, Mergers & Acquisitions, Analysis, Auditing, Management, Cash Flow, Corporate Finance, Financial Modeling, Valuation, Microsoft Excel, Strategic Financial..., Acquisitions, Budget, Cost Accounting, Awesomeness, Finance, Commissioning, P&L, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor of Science in Business Administration, Accounting and Economics, 3.7 out of 4.0
DineEquity, Inc. October 2014 - Present
NPC International January 2014 - October 2014
NPC International April 2013 - October 2014
NPC International March 2011 - April 2013
NPC International February 2008 - March 2011
Sprint January 2006 - February 2008
KPMG January 2005 - January 2006
KPMG May 2004 - July 2004
Kennedy Capital Management, Inc. May 2003 - May 2004
St. Louis University September 2002 - May 2004
Skills
Financial Analysis, Forecasting, Budgets, Profit, Accounting, Financial Forecasting, Mergers & Acquisitions, Analysis, Auditing, Management, Cash Flow, Corporate Finance, Financial Modeling, Valuation, Microsoft Excel, Strategic Financial..., Acquisitions, Budget, Cost Accounting, Awesomeness, Finance, Commissioning, P&L, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor of Science in Business Administration, Accounting and Economics, 3.7 out of 4.0
Katrina Hubbard, M.S., M.Ed., IACCP® Katrina Hubbard, M.S., M.Ed., IACCP®'s Kennedy Capital Management, Inc. Experience July 2012 - Present
Job Compliance Associate at Kennedy Capital Management, Inc. University of MOSt. Louis PhD Candidate
Industry Financial Services
Experience
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Brandon Mallinckrodt, CIMA® Brandon Mallinckrodt, CIMA®'s Kennedy Capital Management, Inc. Experience July 2008 - Present
Job Relationship Manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. July 2008 - Present
Skills
Investments, Mutual Funds, Asset Management, Investment Strategies, Securities, Alternative Investments, Financial Planning, Asset Allocation, Financial Markets, Strategic Financial..., Relationship Management, Investment Management
Education
Indiana University Bloomington 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 2003 — 2008
BSBA, Finance & Banking
Kennedy Capital Management, Inc. July 2008 - Present
Skills
Investments, Mutual Funds, Asset Management, Investment Strategies, Securities, Alternative Investments, Financial Planning, Asset Allocation, Financial Markets, Strategic Financial..., Relationship Management, Investment Management
Education
Indiana University Bloomington 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 2003 — 2008
BSBA, Finance & Banking
Chuck Bryant Chuck Bryant's Kennedy Capital Management, Inc. Experience April 1998 - Present
Job Managing Director Sales and Marketing at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. April 1998 - Present
Kennedy Capital Management, Inc. April 1998 - Present
Fidelity National Financial 1997 - 1998
Burns Pauli Mahoney 1995 - 1997
US Army 1987 - 1991
Skills
Equities, Finance, Management, Marketing, Portfolio Management
Education
Saint Louis University 1998 — 2000
Master of Business Administration (M.B.A.), Business
Stetson University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Riverview High School - Sarasota, FL 1984 — 1985
Alton High School 1982 — 1983
Kennedy Capital Management, Inc. April 1998 - Present
Kennedy Capital Management, Inc. April 1998 - Present
Fidelity National Financial 1997 - 1998
Burns Pauli Mahoney 1995 - 1997
US Army 1987 - 1991
Skills
Equities, Finance, Management, Marketing, Portfolio Management
Education
Saint Louis University 1998 — 2000
Master of Business Administration (M.B.A.), Business
Stetson University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Riverview High School - Sarasota, FL 1984 — 1985
Alton High School 1982 — 1983
Aaron Hager Aaron Hager's Kennedy Capital Management, Inc. Experience May 2007 - Present
Job System Operations and Development Manager at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc. May 2007 - Present
Daniels Enterprises February 2006 - May 2007
Skills
SQL, Databases, ASP.NET, Unix, VMware, Microsoft Excel, Security, Microsoft SQL Server, Project Management, NetApp, Cisco Technologies, Microsoft Exchange, Active Directory, .NET
Education
University of Missouri-Saint Louis 2005 — 2008
BSIS, Management Information Systems
Fort Zumwalt North High
Kennedy Capital Management, Inc. May 2007 - Present
Daniels Enterprises February 2006 - May 2007
Skills
SQL, Databases, ASP.NET, Unix, VMware, Microsoft Excel, Security, Microsoft SQL Server, Project Management, NetApp, Cisco Technologies, Microsoft Exchange, Active Directory, .NET
Education
University of Missouri-Saint Louis 2005 — 2008
BSIS, Management Information Systems
Fort Zumwalt North High
Rich Todaro, CFA Rich Todaro, CFA's Kennedy Capital Management, Inc. Experience March 1994 - March 2014
Job Board Member
Industry Financial Services
Experience
Telenav September 2015 - Present
B. Riley Financial July 2014 - Present
Todaro Capital April 2014 - Present
Gateway Greening September 2012 - Present
Kennedy Capital Management, Inc. March 1994 - March 2014
University of Missouri - St. Louis May 2010 - May 2013
Missouri Air National Guard March 1992 - March 1998
Skills
Equity Research, Investments, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Equities, Asset Managment, Financial Analysis, Asset Management, Investment Strategies, Investment Management, Credit Analysis, Competitive Analysis, Options, Series 7, Corporate Finance, Strategic Financial..., Fixed Income, Finance, Business Valuation, Asset Allocation, Bloomberg Terminal, Venture Capital, Mutual Funds, Investment Advisory, Credit, Series 63, Securities, Economics, Accounting, Capital Markets, Wealth Management, Business Strategy, Banking, Investor Relations, Financial Reporting, Equity Valuation, Due Diligence, Emerging Markets, Financial Services, Derivatives, Private Equity, Investment Banking, Risk Management, Financial Markets, Mergers, Project Finance
Education
Saint Louis University 1995 — 1998
MFN, Finance
University of Missouri-Saint Louis 1990 — 1995
BSBA, Finance
Telenav September 2015 - Present
B. Riley Financial July 2014 - Present
Todaro Capital April 2014 - Present
Gateway Greening September 2012 - Present
Kennedy Capital Management, Inc. March 1994 - March 2014
University of Missouri - St. Louis May 2010 - May 2013
Missouri Air National Guard March 1992 - March 1998
Skills
Equity Research, Investments, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Equities, Asset Managment, Financial Analysis, Asset Management, Investment Strategies, Investment Management, Credit Analysis, Competitive Analysis, Options, Series 7, Corporate Finance, Strategic Financial..., Fixed Income, Finance, Business Valuation, Asset Allocation, Bloomberg Terminal, Venture Capital, Mutual Funds, Investment Advisory, Credit, Series 63, Securities, Economics, Accounting, Capital Markets, Wealth Management, Business Strategy, Banking, Investor Relations, Financial Reporting, Equity Valuation, Due Diligence, Emerging Markets, Financial Services, Derivatives, Private Equity, Investment Banking, Risk Management, Financial Markets, Mergers, Project Finance
Education
Saint Louis University 1995 — 1998
MFN, Finance
University of Missouri-Saint Louis 1990 — 1995
BSBA, Finance
Niraj Shah's Kennedy Capital Management, Inc. Experience May 2014 - Present
Job
Industry Financial Services
Experience
Kennedy Capital Management, Inc. May 2014 - Present
FAMCO MLP, A division of Advisory Research, Inc. January 2007 - April 2014
Ernst and Young February 2005 - January 2007
Biomedical Systems 2003 - 2005
Electronic Data Systems 1999 - 2003
Skills
Business Analysis, Information Technology, IT Strategy, SDLC, IT Audit, Risk Management, Disaster Recovery, SQL, IT Management, Information Security, Visio
Education
Saint Louis University 2000 — 2003
MBA, Finance and MIS
Saint Louis University 1995 — 1999
B.A., Computer Science, Mathematics
Kennedy Capital Management, Inc. May 2014 - Present
FAMCO MLP, A division of Advisory Research, Inc. January 2007 - April 2014
Ernst and Young February 2005 - January 2007
Biomedical Systems 2003 - 2005
Electronic Data Systems 1999 - 2003
Skills
Business Analysis, Information Technology, IT Strategy, SDLC, IT Audit, Risk Management, Disaster Recovery, SQL, IT Management, Information Security, Visio
Education
Saint Louis University 2000 — 2003
MBA, Finance and MIS
Saint Louis University 1995 — 1999
B.A., Computer Science, Mathematics
Jeremy Yowell's Kennedy Capital Management, Inc. Experience November 2001 - November 2011
Job Custom Engineer US Team Lead at Advent Software
Industry Investment Management
Experience
Advent Software October 2014 - Present
Advent Software January 2013 - October 2014
Advent Software December 2011 - December 2012
Advent Users Group 2008 - November 2011
Kennedy Capital Management, Inc. November 2001 - November 2011
Skills
Active Directory, Bloomberg, Disaster Recovery, Networking, Microsoft SQL Server, Virtualization, System Administration, Vendor Management, Enterprise Software, Business Analysis, Fixed Income, Project Management, Equities, Management
Education
University of Missouri-Saint Louis 2001 — 2005
MIS, Acctg, BSBA, MIS, Accounting, Business Administration, Computer Science
Fort Zumwalt West High School 1999 — 2001
Advent Software October 2014 - Present
Advent Software January 2013 - October 2014
Advent Software December 2011 - December 2012
Advent Users Group 2008 - November 2011
Kennedy Capital Management, Inc. November 2001 - November 2011
Skills
Active Directory, Bloomberg, Disaster Recovery, Networking, Microsoft SQL Server, Virtualization, System Administration, Vendor Management, Enterprise Software, Business Analysis, Fixed Income, Project Management, Equities, Management
Education
University of Missouri-Saint Louis 2001 — 2005
MIS, Acctg, BSBA, MIS, Accounting, Business Administration, Computer Science
Fort Zumwalt West High School 1999 — 2001
Mirella Ostrec's Kennedy Capital Management, Inc. Experience December 1993 - August 2013
Job Operations Manager
Industry Financial Services
Experience
Kennedy Capital Management, Inc. December 1993 - August 2013
Friends of St. Louis Public Library 1992 - 1993
Skills
Leadership, Business Analysis, Competitive Analysis, Marketing, Research, Business Strategy, Process Improvement, Strategic Planning, Finance, Budgets, Management, Risk Management, Sales, Banking, Negotiation, Team Building, Financial Analysis
Education
Millikin University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Kennedy Capital Management, Inc. December 1993 - August 2013
Friends of St. Louis Public Library 1992 - 1993
Skills
Leadership, Business Analysis, Competitive Analysis, Marketing, Research, Business Strategy, Process Improvement, Strategic Planning, Finance, Budgets, Management, Risk Management, Sales, Banking, Negotiation, Team Building, Financial Analysis
Education
Millikin University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Frank Latuda, Jr. CFA's Kennedy Capital Management, Inc. Experience February 1997 - Present
Job Chief Investment Officer, Portfolio Manager at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc. February 1997 - Present
Skills
Asset Management, Equities, Financial Modeling, Investments, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1989 — 1991
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1989
Master of Science (MS), Electrical Engineering
University of Notre Dame 1983 — 1987
Bachelor of Science (BS), Electrical Engineering
Kennedy Capital Management, Inc. February 1997 - Present
Skills
Asset Management, Equities, Financial Modeling, Investments, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1989 — 1991
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1989
Master of Science (MS), Electrical Engineering
University of Notre Dame 1983 — 1987
Bachelor of Science (BS), Electrical Engineering
David AuBuchon's Kennedy Capital Management, Inc. Experience 2012 - Present
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Stas Timofeyev, CFA's Kennedy Capital Management, Inc. Experience June 2001 - Present
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. June 2001 - Present
Kennedy Capital Management, Inc. November 1999 - June 2001
Skills
Finance, Asset Allocation, Mutual Funds, Accounting, Equities, Securities, Capital Markets, Performance Attribution, Financial Modeling, VBA, FactSet, Excel Models, Portfolio Management, Portfolio Performance..., Portfolio Optimization, Backtesting, Quantitative Analytics, Quantitative Research, Process Automation, Process Optimization, Portfolio Systems..., Custom Benchmarks, Equity Screening, Analyst Performance...
Education
Saint Louis University 2001 — 2004
MSF, Finance
University of Missouri-Saint Louis 1999 — 2001
BSBA, Finance
Belgorod Shukhov State Technology University 1996 — 1998
Economics
Kennedy Capital Management, Inc. June 2001 - Present
Kennedy Capital Management, Inc. November 1999 - June 2001
Skills
Finance, Asset Allocation, Mutual Funds, Accounting, Equities, Securities, Capital Markets, Performance Attribution, Financial Modeling, VBA, FactSet, Excel Models, Portfolio Management, Portfolio Performance..., Portfolio Optimization, Backtesting, Quantitative Analytics, Quantitative Research, Process Automation, Process Optimization, Portfolio Systems..., Custom Benchmarks, Equity Screening, Analyst Performance...
Education
Saint Louis University 2001 — 2004
MSF, Finance
University of Missouri-Saint Louis 1999 — 2001
BSBA, Finance
Belgorod Shukhov State Technology University 1996 — 1998
Economics
Charles Place's Kennedy Capital Management, Inc. Experience June 2008 - May 2012
Job Director Investor Relations at CubeSmart
Industry Real Estate
Experience
CubeSmart January 2014 - Present
Broadstone Real Estate, LLC. June 2012 - September 2013
Kennedy Capital Management, Inc. June 2008 - May 2012
Ferris, Baker Watts, Inc. March 2004 - June 2008
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Financial Analysis, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investor Relations
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance, Corporate Accounting
University of Rochester 1982 — 1986
BA, Economics
Pittsford Sutherland H.S. 1979 — 1982
CubeSmart January 2014 - Present
Broadstone Real Estate, LLC. June 2012 - September 2013
Kennedy Capital Management, Inc. June 2008 - May 2012
Ferris, Baker Watts, Inc. March 2004 - June 2008
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Financial Analysis, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investor Relations
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance, Corporate Accounting
University of Rochester 1982 — 1986
BA, Economics
Pittsford Sutherland H.S. 1979 — 1982
Don Cobin's Kennedy Capital Management, Inc. Experience 2007 - Present
Job Portfolio Manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. 2007 - Present
Matador Capital 2002 - 2007
Delaware Investments 2000 - 2001
Conseco Capital Management 1997 - 2000
WR Huff 1993 - 1997
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Financial Modeling, Valuation, Capital Markets, Mutual Funds, Trading, Investment Banking, Due Diligence, Financial Analysis, Equity Valuation
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Emory University 1985 — 1989
BA
Kennedy Capital Management, Inc. 2007 - Present
Matador Capital 2002 - 2007
Delaware Investments 2000 - 2001
Conseco Capital Management 1997 - 2000
WR Huff 1993 - 1997
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Financial Modeling, Valuation, Capital Markets, Mutual Funds, Trading, Investment Banking, Due Diligence, Financial Analysis, Equity Valuation
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Emory University 1985 — 1989
BA
Kyle Nuelle's Kennedy Capital Management, Inc. Experience February 2008 - July 2011
Job Sales Representative at Arthrex
Industry Financial Services
Experience
Arthrex February 2013 - Present
M August 2011 - October 2012
Kennedy Capital Management, Inc. February 2008 - July 2011
Soulard Oktoberfest April 2008 - August 2008
Skills
Competitive Analysis, Marketing, Qualitative Research, Investments, Nonprofits, Portfolio Management, Equities
Education
Saint Louis University 2004 — 2008
Management, Entrepreneurship
Arthrex February 2013 - Present
M August 2011 - October 2012
Kennedy Capital Management, Inc. February 2008 - July 2011
Soulard Oktoberfest April 2008 - August 2008
Skills
Competitive Analysis, Marketing, Qualitative Research, Investments, Nonprofits, Portfolio Management, Equities
Education
Saint Louis University 2004 — 2008
Management, Entrepreneurship
Ryan Dunnegan, CPA's Kennedy Capital Management, Inc. Experience July 2013 - Present
Job Research Associate at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. July 2013 - Present
KPMG LLP October 2009 - July 2013
Kennedy Capital Management, Inc. August 2008 - May 2009
Kennedy Capital Management, Inc. 2006 - 2008
Skills
CPA
Education
Saint Louis University
BS in Business Administration, Accounting
Saint Louis University
Master of Accounting
Kennedy Capital Management, Inc. July 2013 - Present
KPMG LLP October 2009 - July 2013
Kennedy Capital Management, Inc. August 2008 - May 2009
Kennedy Capital Management, Inc. 2006 - 2008
Skills
CPA
Education
Saint Louis University
BS in Business Administration, Accounting
Saint Louis University
Master of Accounting
Brian Hagler's Kennedy Capital Management, Inc. Experience December 2004 - Present
Job Equity Analyst at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. December 2004 - Present
Banc of America Investments August 1999 - December 2003
Bank of America April 1994 - August 1999
Skills
Equities, Financial Modeling, Financial Services, Finance, Portfolio Management, Equity Research
Education
Southern Illinois University, Edwardsville
MBA, Finance
Kennedy Capital Management, Inc. December 2004 - Present
Banc of America Investments August 1999 - December 2003
Bank of America April 1994 - August 1999
Skills
Equities, Financial Modeling, Financial Services, Finance, Portfolio Management, Equity Research
Education
Southern Illinois University, Edwardsville
MBA, Finance
Richard Sinise's Kennedy Capital Management, Inc. Experience January 1979 - Present
Job portfolio manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. January 1979 - Present
Skills
Bloomberg, Equities, Equity Research
Education
University of Illinois at Urbana-Champaign 1969 — 1972
Chemical Engineering
Kennedy Capital Management, Inc. January 1979 - Present
Skills
Bloomberg, Equities, Equity Research
Education
University of Illinois at Urbana-Champaign 1969 — 1972
Chemical Engineering