Kidder Peabody
Industry: Investment banking company
DescriptionKidder, Peabody & Co. was an American securities firm, established in Massachusetts in 1865. The company's operations included investment banking, brokerage, and trading. The firm was sold to General Electric in 1986. Following heavy losses, it was subsequently sold to PaineWebber in 1994. Ceased operations: 1994 Headquarters: Boston, Massachusetts, United States Founder: Henry P. Kidder Founded: 1865 Type of business: Subsidiary (Inactive) of UBS AG Fate: Acquired by PaineWebber
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Kidder Peabody Employees
Employee
Years
Job
Industry
Brian Hafner Brian Hafner's Kidder Peabody Experience 1992 - 1994
Job Commercial Real Estate & Investments
Industry Investment Management
Experience
Orion Management & Realty March 2014 - Present
United Managers Japan, Inc. September 2009 - June 2011
Cherokee Capital May 2008 - June 2011
Japan Advisory, Ltd. July 2000 - May 2008
UMJ Singapore PTE Ltd. March 2005 - March 2006
Barclays Capital 1995 - 2000
Kidder Peabody 1992 - 1994
Skills
Hedge Funds, Advent, Organizational..., Axys, Equities, Derivatives, Alternative Investments, Trading, Asset Managment, Crossfit Level 1 Trainer, Asset Management, Investment Management, Investment Banking, Equity Trading, Japanese, Fund Of Funds, Financial Services, Securities, Valuation, Portfolio Management, Emerging Markets, Equity Research, Fixed Income, Equity Derivatives, Bloomberg, Financial Markets, Options, Investments, Management, Capital Markets, Private Equity, Financial Modeling, Leadership
Education
University of South Carolina - The Moore School of Business 1988 — 1991
Master
University of South Carolina-Columbia 1988 — 1991
Master
Orion Management & Realty March 2014 - Present
United Managers Japan, Inc. September 2009 - June 2011
Cherokee Capital May 2008 - June 2011
Japan Advisory, Ltd. July 2000 - May 2008
UMJ Singapore PTE Ltd. March 2005 - March 2006
Barclays Capital 1995 - 2000
Kidder Peabody 1992 - 1994
Skills
Hedge Funds, Advent, Organizational..., Axys, Equities, Derivatives, Alternative Investments, Trading, Asset Managment, Crossfit Level 1 Trainer, Asset Management, Investment Management, Investment Banking, Equity Trading, Japanese, Fund Of Funds, Financial Services, Securities, Valuation, Portfolio Management, Emerging Markets, Equity Research, Fixed Income, Equity Derivatives, Bloomberg, Financial Markets, Options, Investments, Management, Capital Markets, Private Equity, Financial Modeling, Leadership
Education
University of South Carolina - The Moore School of Business 1988 — 1991
Master
University of South Carolina-Columbia 1988 — 1991
Master
David Solomon David Solomon's Kidder Peabody Experience September 1989 - January 1993
Job Chief Revenue Officer at INTURN
Industry Internet
Experience
INTURN 2015 - Present
eBay Inc June 2001 - April 2015
Ashwood Capital January 1999 - January 2003
TeeTimes.com January 1999 - 2001
DSS Communications, Inc January 1993 - January 1999
Kidder Peabody September 1989 - January 1993
Hughes Aircraft Company September 1988 - September 1989
Skills
Business Development, Payments, Management, E-commerce, Mobile Commerce, E-business, Internet Strategy, Negotiation, Start-ups, Mergers, Mergers & Acquisitions, Strategy, Product Management, SEM, Telecommunications, Corporate Development, Mobile Devices, Mobile Applications, CRM, Affiliate Marketing, Executive Management, Strategic Partnerships, Analytics, Portfolio Management, Enterprise Software, Sales Operations, Digital Marketing, Business Strategy, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Pennsylvania
Bachelor Science Mechanical Engineering
longmeadow
INTURN 2015 - Present
eBay Inc June 2001 - April 2015
Ashwood Capital January 1999 - January 2003
TeeTimes.com January 1999 - 2001
DSS Communications, Inc January 1993 - January 1999
Kidder Peabody September 1989 - January 1993
Hughes Aircraft Company September 1988 - September 1989
Skills
Business Development, Payments, Management, E-commerce, Mobile Commerce, E-business, Internet Strategy, Negotiation, Start-ups, Mergers, Mergers & Acquisitions, Strategy, Product Management, SEM, Telecommunications, Corporate Development, Mobile Devices, Mobile Applications, CRM, Affiliate Marketing, Executive Management, Strategic Partnerships, Analytics, Portfolio Management, Enterprise Software, Sales Operations, Digital Marketing, Business Strategy, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Pennsylvania
Bachelor Science Mechanical Engineering
longmeadow
Jean Gannon Jean Gannon's Kidder Peabody Experience June 1993 - June 1995
Job Private Wealth Advisor, UBS
Industry Financial Services
Experience
UBS April 2003 - Present
Goldman Sachs August 1997 - April 2003
Kidder Peabody June 1993 - June 1995
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Wellesley College 1989 — 1993
BA, Economics & Chinese Language and Literature
UBS April 2003 - Present
Goldman Sachs August 1997 - April 2003
Kidder Peabody June 1993 - June 1995
Education
The Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Wellesley College 1989 — 1993
BA, Economics & Chinese Language and Literature
Stuart Kosloff Stuart Kosloff's Kidder Peabody Experience January 1983 - January 2011
Job CRJ 200/700/900/1000 Specialist at Regional One
Industry Airlines/Aviation
Experience
Regional One January 2012 - Present
Kidder Peabody January 1983 - January 2011
Skills
Aircraft Maintenance, Customer Service, Strategic Planning, Commercial Aviation, Negotiation, Operations Management, Sales, Aerospace, Aviation, Flights, Forecasting, Airlines, Aircraft, Logistics
Education
University of Pennsylvania 1978 — 1982
Master of Business Administration (MBA)
Regional One January 2012 - Present
Kidder Peabody January 1983 - January 2011
Skills
Aircraft Maintenance, Customer Service, Strategic Planning, Commercial Aviation, Negotiation, Operations Management, Sales, Aerospace, Aviation, Flights, Forecasting, Airlines, Aircraft, Logistics
Education
University of Pennsylvania 1978 — 1982
Master of Business Administration (MBA)
Jeffrey Corbett Jeffrey Corbett's Kidder Peabody Experience 1987 - 1990
Job Founder, President & CEO at Corb7 International Inc.
Industry International Trade and Development
Experience
Corb7 International Inc. July 2010 - Present
Corbett & Kish Companies 1991 - July 2010
Kidder Peabody 1987 - 1990
Dean Witter 1984 - 1987
Skills
Entrepreneur, International Business, Mergers, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Business Planning, Venture Capital, Marketing Strategy, Business Development, Business Strategy, Management, Leadership, Management Consulting, Small Business, Contract Negotiation, Sales Management, Mergers & Acquisitions, Product Development, Strategy, Strategic Partnerships, Investments, Negotiation, Marketing, Executive Management, Finance, Banking, Competitive Analysis, Online Marketing, Due Diligence, Corporate Development, Private Equity, E-commerce, Market Research, Product Management, Risk Management
Education
University of Pittsburgh 1976 — 1980
Central Catholic High School 1972 — 1976
Corb7 International Inc. July 2010 - Present
Corbett & Kish Companies 1991 - July 2010
Kidder Peabody 1987 - 1990
Dean Witter 1984 - 1987
Skills
Entrepreneur, International Business, Mergers, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Business Planning, Venture Capital, Marketing Strategy, Business Development, Business Strategy, Management, Leadership, Management Consulting, Small Business, Contract Negotiation, Sales Management, Mergers & Acquisitions, Product Development, Strategy, Strategic Partnerships, Investments, Negotiation, Marketing, Executive Management, Finance, Banking, Competitive Analysis, Online Marketing, Due Diligence, Corporate Development, Private Equity, E-commerce, Market Research, Product Management, Risk Management
Education
University of Pittsburgh 1976 — 1980
Central Catholic High School 1972 — 1976
David Reiss David Reiss's Kidder Peabody Experience September 1989 - March 1994
Job Principal
Industry Financial Services
Experience
Brookville Advisory 2011 - Present
Morgan Stanley / Frontpoint Partners December 2006 - June 2011
Brookville Capital Management 2002 - 2011
Bankers Trust March 1994 - June 2000
Kidder Peabody September 1989 - March 1994
Skills
Portfolio Management, Bonds, High Yield, Management, Valuation, Financial Modeling, Private Equity, Hedge Funds, Investments, Equities, Due Diligence, Capital Markets, Mergers & Acquisitions, Asset Management, Alternative Investments, Fixed Income, Financial Analysis, Equity Research, Emerging Markets
Education
Wharton School of Business 1986 — 1988
MBA, Finance, General
University of Pennsylvania 1980 — 1984
Bachelor's degree, Mathematics
Brookville Advisory 2011 - Present
Morgan Stanley / Frontpoint Partners December 2006 - June 2011
Brookville Capital Management 2002 - 2011
Bankers Trust March 1994 - June 2000
Kidder Peabody September 1989 - March 1994
Skills
Portfolio Management, Bonds, High Yield, Management, Valuation, Financial Modeling, Private Equity, Hedge Funds, Investments, Equities, Due Diligence, Capital Markets, Mergers & Acquisitions, Asset Management, Alternative Investments, Fixed Income, Financial Analysis, Equity Research, Emerging Markets
Education
Wharton School of Business 1986 — 1988
MBA, Finance, General
University of Pennsylvania 1980 — 1984
Bachelor's degree, Mathematics
Ed Rubin Ed Rubin's Kidder Peabody Experience June 1987 - January 1995
Job Managing Director at TD Securities
Industry
Experience
TD Securities June 2015 - Present
Deutsche Bank Securities July 2008 - October 2014
Deutsche Bank Securities January 2007 - December 2007
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2000 - December 2002
Deutsche Bank Securities January 1996 - December 1999
Merrill Lynch May 1995 - May 1996
Kidder Peabody June 1987 - January 1995
Skills
Fixed Income, Portfolio Management, Trading, Capital Markets, Asset Management, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Banking, Interest Rate..., Structured Products, Alternative Investments, Electronic Trading, Investments, Bonds, Financial Risk, Financial Markets, Mutual Funds, Valuation, Financial Modeling, Securities
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1978 — 1982
Bachelor's Degree, Economics
TD Securities June 2015 - Present
Deutsche Bank Securities July 2008 - October 2014
Deutsche Bank Securities January 2007 - December 2007
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2000 - December 2002
Deutsche Bank Securities January 1996 - December 1999
Merrill Lynch May 1995 - May 1996
Kidder Peabody June 1987 - January 1995
Skills
Fixed Income, Portfolio Management, Trading, Capital Markets, Asset Management, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Banking, Interest Rate..., Structured Products, Alternative Investments, Electronic Trading, Investments, Bonds, Financial Risk, Financial Markets, Mutual Funds, Valuation, Financial Modeling, Securities
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1978 — 1982
Bachelor's Degree, Economics
John Engles, CFA John Engles, CFA's Kidder Peabody Experience March 1991 - March 1993
Job SVP at Blaylock Beal Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Gregory Hyde Gregory Hyde's Kidder Peabody Experience 1983 - 1986
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
Taub Swartz Taub Swartz's Kidder Peabody Experience January 1988 - February 1995
Job Chief Financial Officer
Industry Information Technology and Services
Experience
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
Buzzr.com April 2011 - Present
SL Hare Capital, Inc. July 2007 - April 2011
UBS August 2006 - July 2007
Morgan Stanley UK Ltd. April 2001 - August 2006
Morgan Stanley February 1995 - April 2001
Kidder Peabody January 1988 - February 1995
Skills
Corporate Communications, Trading, Compliance, Capital Markets, Customer Relations, Team Management, Operational Efficiency, Investor Relations, Equities
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BS, Finance
Valle Schloesser Valle Schloesser's Kidder Peabody Experience 1990 - 1995
Job CFO Real Estate Holding Company
Industry Real Estate
Experience
Privately Held Real Estate Holding Company October 2007 - Present
NJ State Treasurer's Office 2003 - 2007
Privately Held Real Estate Development Firm 1996 - 2002
Kidder Peabody 1990 - 1995
AT&T 1985 - 1989
Skills
Financial Analysis, Financial Reporting, Restructuring, Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Financial Modeling, Financial Management, Financial Accounting, Corporate Finance, Cost Improvement, Negotiation, Tax, Budgeting, Underwriting, Accounting, Insurance, Leases, Due Diligence, Mergers, Valuation, Risk Management, Private Equity, Financial Planning, Cash Flow, Asset Management, Strategic Planning, Structuring, Property Management, Project Finance, Portfolio Management, Structured Finance, Capital Markets, Business Planning, Investment Banking, Business Valuation, Capital, Joint Ventures, Forecasting
Education
Wharton Business School
MBA, Finance, Planning, Accounting
Williams College
BA, Physics
Privately Held Real Estate Holding Company October 2007 - Present
NJ State Treasurer's Office 2003 - 2007
Privately Held Real Estate Development Firm 1996 - 2002
Kidder Peabody 1990 - 1995
AT&T 1985 - 1989
Skills
Financial Analysis, Financial Reporting, Restructuring, Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Financial Modeling, Financial Management, Financial Accounting, Corporate Finance, Cost Improvement, Negotiation, Tax, Budgeting, Underwriting, Accounting, Insurance, Leases, Due Diligence, Mergers, Valuation, Risk Management, Private Equity, Financial Planning, Cash Flow, Asset Management, Strategic Planning, Structuring, Property Management, Project Finance, Portfolio Management, Structured Finance, Capital Markets, Business Planning, Investment Banking, Business Valuation, Capital, Joint Ventures, Forecasting
Education
Wharton Business School
MBA, Finance, Planning, Accounting
Williams College
BA, Physics
Tony Miscimarra Tony Miscimarra's Kidder Peabody Experience January 1980 - February 1984
Job Managing Director at Tradeweb
Industry Financial Services
Experience
Tradeweb February 2014 - Present
Fixed Income Solutions LLC January 2012 - September 2013
GLMX June 2011 - September 2011
BondDesk Group LLC September 2004 - October 2010
Sales Performance Services June 2002 - August 2004
Instinet Fixed Income March 1998 - June 2002
UBS Securities LLC January 1993 - May 1997
Donaldson, Lufkin & Jenrette, Inc. March 1990 - January 1993
Drexel Burnham Lambert February 1984 - March 1990
Kidder Peabody January 1980 - February 1984
Skills
Fixed Income, Electronic Trading, Capital Markets, Trading, Equities, Series 7, Bonds, Trading Systems, Securities, Derivatives, Hedge Funds, Financial Markets, Financial Modeling, Equity Trading, Trading Strategies, Investment Strategies, FX trading, Commodity, Risk Management, Investment Management, Financial Services, Alternative Investments, Start-ups, Strategy, Series 63, Emerging Markets, Banking, Options, Quantitative Finance, Bloomberg, Structured Products, Proprietary Trading, Valuation, Market Data, Asset Management, Relationship Management, Structured Finance, Private Equity, Product Management, Portfolio Management, Credit Risk, Financial Risk, Investment Banking, Investments, Investment Advisory, Mutual Funds, Wealth Management, ETFs, Equity Derivatives, FX Options
Education
University of Pittsburgh 1970 — 1974
BA, Political Science & Economics
Tradeweb February 2014 - Present
Fixed Income Solutions LLC January 2012 - September 2013
GLMX June 2011 - September 2011
BondDesk Group LLC September 2004 - October 2010
Sales Performance Services June 2002 - August 2004
Instinet Fixed Income March 1998 - June 2002
UBS Securities LLC January 1993 - May 1997
Donaldson, Lufkin & Jenrette, Inc. March 1990 - January 1993
Drexel Burnham Lambert February 1984 - March 1990
Kidder Peabody January 1980 - February 1984
Skills
Fixed Income, Electronic Trading, Capital Markets, Trading, Equities, Series 7, Bonds, Trading Systems, Securities, Derivatives, Hedge Funds, Financial Markets, Financial Modeling, Equity Trading, Trading Strategies, Investment Strategies, FX trading, Commodity, Risk Management, Investment Management, Financial Services, Alternative Investments, Start-ups, Strategy, Series 63, Emerging Markets, Banking, Options, Quantitative Finance, Bloomberg, Structured Products, Proprietary Trading, Valuation, Market Data, Asset Management, Relationship Management, Structured Finance, Private Equity, Product Management, Portfolio Management, Credit Risk, Financial Risk, Investment Banking, Investments, Investment Advisory, Mutual Funds, Wealth Management, ETFs, Equity Derivatives, FX Options
Education
University of Pittsburgh 1970 — 1974
BA, Political Science & Economics
Donald Trabert Donald Trabert's Kidder Peabody Experience 1983 - August 1995
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
Gus Demopoulos's Kidder Peabody Experience 1991 - 1995
Job ECM/Syndicate at B.Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
Mary Kathryn Lynch Mary Kathryn Lynch's Kidder Peabody Experience 1993 - 1995
Job Director of Finance Operations at Sunrun
Industry Renewables & Environment
Experience
Sunrun December 2013 - Present
Sunrun February 2013 - December 2013
The Vote Solar Initiative March 2012 - February 2013
Renewable Funding, LLC January 2011 - February 2013
UBS Investment Bank 2001 - 2008
Credit Suisse First Boston/DLJ 2000 - 2001
Deutsche Bank/Bankers Trust 1995 - 2000
Kidder Peabody 1993 - 1995
Skills
Cleantech, Corporate Development, Renewable Energy, Solar Energy, Energy Efficiency, Business Development, Financial Analysis, Investment Banking, M&A experience, Energy Policy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance and Public Policy
University of Virginia 1981 — 1985
BS, Business
Sunrun December 2013 - Present
Sunrun February 2013 - December 2013
The Vote Solar Initiative March 2012 - February 2013
Renewable Funding, LLC January 2011 - February 2013
UBS Investment Bank 2001 - 2008
Credit Suisse First Boston/DLJ 2000 - 2001
Deutsche Bank/Bankers Trust 1995 - 2000
Kidder Peabody 1993 - 1995
Skills
Cleantech, Corporate Development, Renewable Energy, Solar Energy, Energy Efficiency, Business Development, Financial Analysis, Investment Banking, M&A experience, Energy Policy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance and Public Policy
University of Virginia 1981 — 1985
BS, Business
Kevin Hughes, CFP® Kevin Hughes, CFP®'s Kidder Peabody Experience 1982 - 1990
Job VPInvestment banking at CIM Securities
Industry Investment Banking
Experience
CIM Securities April 2015 - Present
UBS Financial Services, Inc. January 2010 - April 2015
Wells Fargo Investments, Private Bank December 2003 - January 2010
USD Masters in Real estate 2006 - 2007
Kidder Peabody 1982 - 1990
Skills
Finance, Investments, Wealth Management, Portfolio Management, Strategic Planning, Asset Management, Financial Analysis, Management, Public Speaking, Leadership, Investment Banking
Education
University of San Diego 2006 — 2007
MSRE, Masters in Real Estate
University of Southern California - Marshall School of Business 1980 — 1982
B.S.B.A, Securities and Real Estate
CIM Securities April 2015 - Present
UBS Financial Services, Inc. January 2010 - April 2015
Wells Fargo Investments, Private Bank December 2003 - January 2010
USD Masters in Real estate 2006 - 2007
Kidder Peabody 1982 - 1990
Skills
Finance, Investments, Wealth Management, Portfolio Management, Strategic Planning, Asset Management, Financial Analysis, Management, Public Speaking, Leadership, Investment Banking
Education
University of San Diego 2006 — 2007
MSRE, Masters in Real Estate
University of Southern California - Marshall School of Business 1980 — 1982
B.S.B.A, Securities and Real Estate
Albert J. Gutierrez's Kidder Peabody Experience July 1983 - December 1987
Job Partner at Atlas Capital Advisors LLC
Industry Investment Management
Experience
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Daniel A. Roblin III, CFP®'s Kidder Peabody Experience October 1992 - March 1995
Job Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Financial Advisors, LLC February 2015 - Present
UBS Financial Services Inc October 1992 - January 2015
Paine Webber 1995 - 2000
Kidder Peabody October 1992 - March 1995
Roblin Acquisition Capital Inc. May 1987 - October 1992
Empire Equity Investments - Empire of America 1982 - 1987
Chemical Bank 1981 - 1982
Roblin Industries, Inc 1974 - 1981
Skills
Wealth Management, Asset Allocation, Investments, Equities, Alternative Investments, Strategic Planning, Hedge Funds, Securities, Series 7, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Investment Advisory, Wealth
Education
University of Pennsylvania 1970 — 1974
BA, Economics
University of Rochester - Simon Business School 1979 — 1981
MBA, Executive Developement Program
Nichols School 1962 — 1970
High School
Wells Fargo Financial Advisors, LLC February 2015 - Present
UBS Financial Services Inc October 1992 - January 2015
Paine Webber 1995 - 2000
Kidder Peabody October 1992 - March 1995
Roblin Acquisition Capital Inc. May 1987 - October 1992
Empire Equity Investments - Empire of America 1982 - 1987
Chemical Bank 1981 - 1982
Roblin Industries, Inc 1974 - 1981
Skills
Wealth Management, Asset Allocation, Investments, Equities, Alternative Investments, Strategic Planning, Hedge Funds, Securities, Series 7, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Investment Advisory, Wealth
Education
University of Pennsylvania 1970 — 1974
BA, Economics
University of Rochester - Simon Business School 1979 — 1981
MBA, Executive Developement Program
Nichols School 1962 — 1970
High School
Rick Ferri, CFA's Kidder Peabody Experience December 1988 - May 1994
Job Founding Partner, Director of Research and Investing: Portfolio Solutions, LLC
Industry Financial Services
Experience
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
Portfolio Solutions, LLC July 1999 - Present
Forbes Magazine October 2009 - Present
Wiley and McGraw-Hill July 1999 - Present
Morgan Stanley Smith Barney June 1994 - July 1999
Kidder Peabody December 1988 - May 1994
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Financial Advisory, Investment Advisory, Investment Management, Valuation
Education
Walsh College 1996 — 1998
MFS, Finance
University of Rhode Island - College of Business Administration 1976 — 1980
BBA, Entrepreneurial studies
F. Patrick Cunnane, MBA, CIMA, AIFA F. Patrick Cunnane, MBA, CIMA, AIFA's Kidder Peabody Experience 1989 - 1994
Job Managing Principal at Masters Consulting Group
Industry Financial Services
Experience
Masters Consulting Group, Inc. January 1989 - Present
Wells Fargo Advisors Financial Network 2008 - 2011
Wachovia Securities 2007 - 2008
Wachovia Securities 2004 - 2007
Prudential 2000 - 2004
PaineWebber 1994 - 2000
Kidder Peabody 1989 - 1994
Kidder Peabody 1985 - 1989
Skills
Retirement Planning, Financial Services, Corporate Retirement, Financial Consulting, Fiduciary Management, Fiduciary Services, Investment Advisory, Investment Strategies
Education
Bellarmine University
Masters of Business Administration, Economics
University of Pennsylvania - The Wharton School
Investment Management Consultants Association (IMCA) Certification
International School - Geneva, Switzerland
Student Teacher History
Masters Consulting Group, Inc. January 1989 - Present
Wells Fargo Advisors Financial Network 2008 - 2011
Wachovia Securities 2007 - 2008
Wachovia Securities 2004 - 2007
Prudential 2000 - 2004
PaineWebber 1994 - 2000
Kidder Peabody 1989 - 1994
Kidder Peabody 1985 - 1989
Skills
Retirement Planning, Financial Services, Corporate Retirement, Financial Consulting, Fiduciary Management, Fiduciary Services, Investment Advisory, Investment Strategies
Education
Bellarmine University
Masters of Business Administration, Economics
University of Pennsylvania - The Wharton School
Investment Management Consultants Association (IMCA) Certification
International School - Geneva, Switzerland
Student Teacher History
Bob Parzick Bob Parzick's Kidder Peabody Experience April 1990 - September 1991
Job Managing Director at Cody Peak Advisors LLC
Industry Investment Banking
Experience
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Ami Aharon's Kidder Peabody Experience 1992 - 1994
Job Debt Capital Markets Banker
Industry Banking
Experience
ANZ Securities, Inc. 2009 - Present
Merrill Lynch & Co. 1997 - 2009
General Motors 1996 - 1996
PaineWebber 1994 - 1995
Kidder Peabody 1992 - 1994
Skills
Derivatives, Capital Markets, Loans, Corporate Finance, Equities, Valuation, Private Equity, Bonds, Financial Modeling, Fixed Income, Investment Banking, Finance, Investments, Bloomberg, Structured Finance, Alternative Investments, Series 63, Hedge Funds, Series 7, Portfolio Management, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Strategic Management
Yeshiva University 1987 — 1991
BS, Finance
ANZ Securities, Inc. 2009 - Present
Merrill Lynch & Co. 1997 - 2009
General Motors 1996 - 1996
PaineWebber 1994 - 1995
Kidder Peabody 1992 - 1994
Skills
Derivatives, Capital Markets, Loans, Corporate Finance, Equities, Valuation, Private Equity, Bonds, Financial Modeling, Fixed Income, Investment Banking, Finance, Investments, Bloomberg, Structured Finance, Alternative Investments, Series 63, Hedge Funds, Series 7, Portfolio Management, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Strategic Management
Yeshiva University 1987 — 1991
BS, Finance
Alex Vitale's Kidder Peabody Experience 1990 - 1995
Job
Industry Investment Banking
Experience
Deutsche Bank 1997 - 2012
Coeur d'Alene Mines Corporation 2006 - 2009
Vitale Borghesi & Co 1995 - 1996
Kidder Peabody 1990 - 1995
Kidder Peabody 1986 - 1988
Skills
Series 24, 7, 63
Education
Wharton Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Williams College 1982 — 1986
Bachelor of Arts (BA), Economics
Deutsche Bank 1997 - 2012
Coeur d'Alene Mines Corporation 2006 - 2009
Vitale Borghesi & Co 1995 - 1996
Kidder Peabody 1990 - 1995
Kidder Peabody 1986 - 1988
Skills
Series 24, 7, 63
Education
Wharton Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Williams College 1982 — 1986
Bachelor of Arts (BA), Economics
Theodore Reynolds's Kidder Peabody Experience June 1994 - December 1994
Job Vice President, Vendor Administration Vendor Analytics at Bank of America
Industry Banking
Experience
Bank of America October 2006 - Present
FMI Corporation June 2004 - September 2006
iprimus interactive, a unit of Primus Telecommunications, Inc. November 1999 - March 2001
1492 Technologies May 1996 - November 1999
Mercer Investments January 1995 - May 1996
Kidder Peabody June 1994 - December 1994
Skills
Risk Management, Business Process..., Program Management, Change Management, Leadership, Management Consulting, Analytics, CRM, Business Strategy, Management, Finance, Cross-functional Team..., P&L Management, Start-ups, Business Development, Consulting, Enterprise Risk..., Operational Risk..., Project Management, Entrepreneurship, Business Process Mapping, Financial Services, Business Case, Income Statement, P&L, Project Execution, Risk Mitigation, Profit & Loss Management, Change Leadership, Process Mapping, Entrepreneurial..., Business Case..., General Management, Supplier Risk Management, Third Party Vendor..., Business Control, Third Party Vendor...
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
University of Southern California 1990 — 1994
BA
Princeton High School 1986 — 1990
Bank of America October 2006 - Present
FMI Corporation June 2004 - September 2006
iprimus interactive, a unit of Primus Telecommunications, Inc. November 1999 - March 2001
1492 Technologies May 1996 - November 1999
Mercer Investments January 1995 - May 1996
Kidder Peabody June 1994 - December 1994
Skills
Risk Management, Business Process..., Program Management, Change Management, Leadership, Management Consulting, Analytics, CRM, Business Strategy, Management, Finance, Cross-functional Team..., P&L Management, Start-ups, Business Development, Consulting, Enterprise Risk..., Operational Risk..., Project Management, Entrepreneurship, Business Process Mapping, Financial Services, Business Case, Income Statement, P&L, Project Execution, Risk Mitigation, Profit & Loss Management, Change Leadership, Process Mapping, Entrepreneurial..., Business Case..., General Management, Supplier Risk Management, Third Party Vendor..., Business Control, Third Party Vendor...
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2004
MBA
University of Southern California 1990 — 1994
BA
Princeton High School 1986 — 1990
Morris Pearl's Kidder Peabody Experience 1992 - 1994
Job Chairman and Director of Policy at Agenda Project
Industry Public Policy
Experience
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
Mark Sarkowsky's Kidder Peabody Experience 1982 - 1995
Job Pilot Gulfstream
Industry Aviation & Aerospace
Experience
Clay Lacy Aviation March 2008 - November 2013
Aviateam,LLC 2000 - 2007
WMC Mortgage 2004 - 2006
Kidder Peabody 1982 - 1995
Skills
Aviation, Team Building, Operations Management, Strategic Partnerships, Strategic Planning, Contract Negotiation, Business Development, Management, Program Management, Negotiation, Process Improvement, Cross-functional Team..., Project Management, Contract Management, Leadership, New Business Development, Strategy, Customer Service, Budgets
Education
University of Southern California 1975 — 1979
BS, Public Administration
Clay Lacy Aviation March 2008 - November 2013
Aviateam,LLC 2000 - 2007
WMC Mortgage 2004 - 2006
Kidder Peabody 1982 - 1995
Skills
Aviation, Team Building, Operations Management, Strategic Partnerships, Strategic Planning, Contract Negotiation, Business Development, Management, Program Management, Negotiation, Process Improvement, Cross-functional Team..., Project Management, Contract Management, Leadership, New Business Development, Strategy, Customer Service, Budgets
Education
University of Southern California 1975 — 1979
BS, Public Administration
Leo Kelser's Kidder Peabody Experience 1985 - 1994
Job Director and MLP Equity Portfolio Manager at MetLife Investments
Industry Financial Services
Experience
MetLife Investments July 2011 - Present
MetLife June 2006 - Present
Merrill Lynch December 1994 - February 2006
Kidder Peabody 1985 - 1994
Skills
Asset Management, Equities, Capital Markets, Financial Modeling, Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Investments, Alternative Investments, Bloomberg, Valuation, Series 7, Asset Managment, Credit, Financial Markets, Securities, Investment Banking, Derivatives, Finance, Options, Trading, Bonds
Education
University of Pennsylvania 1977 — 1981
Bachelor of Science in Economics
New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance
MetLife Investments July 2011 - Present
MetLife June 2006 - Present
Merrill Lynch December 1994 - February 2006
Kidder Peabody 1985 - 1994
Skills
Asset Management, Equities, Capital Markets, Financial Modeling, Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Investments, Alternative Investments, Bloomberg, Valuation, Series 7, Asset Managment, Credit, Financial Markets, Securities, Investment Banking, Derivatives, Finance, Options, Trading, Bonds
Education
University of Pennsylvania 1977 — 1981
Bachelor of Science in Economics
New York University - Leonard N. Stern School of Business
MBA, Concentration in Finance
Jonathan Orseck's Kidder Peabody Experience 1994 - 1996
Job Managing Director, Parametric Risk Advisors
Industry Financial Services
Experience
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Catherine Conrad's Kidder Peabody Experience 1990 - 1995
Job Project Specialist at Almac Group
Industry Financial Services
Experience
Almac Group June 2012 - Present
Univest Bank and Trust January 2012 - June 2012
American Red Cross July 2009 - June 2012
Univest Corporation 2010 - 2011
UBS FINANCIAL SERVICES September 1995 - April 2009
IRS 1995 - 1995
Kidder Peabody 1990 - 1995
Buten Paints 1988 - 1990
Acme Markets 1986 - 1988
Philadelphia Zoo 1984 - 1986
Skills
Microsoft Office, Financial Services, Management, Wealth Management, Project Management, Customer Service, Portfolio Management, Visio
Education
University of Phoenix 2003 — 2008
BS, Business Administration and E-Business
Lyons Technical Institute 1986 — 1988
AA, Electronic Engineering
Almac Group June 2012 - Present
Univest Bank and Trust January 2012 - June 2012
American Red Cross July 2009 - June 2012
Univest Corporation 2010 - 2011
UBS FINANCIAL SERVICES September 1995 - April 2009
IRS 1995 - 1995
Kidder Peabody 1990 - 1995
Buten Paints 1988 - 1990
Acme Markets 1986 - 1988
Philadelphia Zoo 1984 - 1986
Skills
Microsoft Office, Financial Services, Management, Wealth Management, Project Management, Customer Service, Portfolio Management, Visio
Education
University of Phoenix 2003 — 2008
BS, Business Administration and E-Business
Lyons Technical Institute 1986 — 1988
AA, Electronic Engineering
Dennis Garvey's Kidder Peabody Experience November 1977 - January 1994
Job First Vice President/Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC January 1994 - Present
Kidder Peabody November 1977 - January 1994
Education
University of Scranton 1990 — 1991
Janney Montgomery Scott, LLC January 1994 - Present
Kidder Peabody November 1977 - January 1994
Education
University of Scranton 1990 — 1991
Brad Daniels, CFA's Kidder Peabody Experience August 1983 - March 1985
Job Portfolio Manager at Fox Asset Management
Industry Investment Management
Experience
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Bruce Barnes's Kidder Peabody Experience 1986 - 1988
Job Director at George Eastman House
Industry Nonprofit Organization Management
Experience
George Eastman House October 2012 - Present
American Decorative Art 1900 Foundation 2005 - 2012
QFS Asset Management 2007 - 2008
Reservoir Capital Group 2005 - 2006
Element K 2000 - 2004
Wasserstein Perella 1997 - 2000
Ziff Brothers Investments 1995 - 1996
Ziff Communications Company 1992 - 1994
Wasserstein Perella 1988 - 1991
Kidder Peabody 1986 - 1988
Skills
Management, SaaS, Investments, Strategy, Investment Banking, E-Learning, Strategic Planning, Publishing, Strategic Partnerships
Education
University of Pennsylvania 1980 — 1986
Ph.D., Economics
University of Pennsylvania 1979 — 1983
B.A., Economics
George Eastman House October 2012 - Present
American Decorative Art 1900 Foundation 2005 - 2012
QFS Asset Management 2007 - 2008
Reservoir Capital Group 2005 - 2006
Element K 2000 - 2004
Wasserstein Perella 1997 - 2000
Ziff Brothers Investments 1995 - 1996
Ziff Communications Company 1992 - 1994
Wasserstein Perella 1988 - 1991
Kidder Peabody 1986 - 1988
Skills
Management, SaaS, Investments, Strategy, Investment Banking, E-Learning, Strategic Planning, Publishing, Strategic Partnerships
Education
University of Pennsylvania 1980 — 1986
Ph.D., Economics
University of Pennsylvania 1979 — 1983
B.A., Economics
Alan Antopol's Kidder Peabody Experience 1985 - 1991
Job Vice President Senior Analyst at Garnet Capital Advisors
Industry Financial Services
Experience
Garnet Capital Advisors March 2009 - Present
The Midway Group February 2008 - March 2009
Aladdin Capital November 2005 - February 2008
Aladdin Capital Management 2005 - 2008
Lehman Brothers 2002 - 2005
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Education
University of Pennsylvania
Garnet Capital Advisors March 2009 - Present
The Midway Group February 2008 - March 2009
Aladdin Capital November 2005 - February 2008
Aladdin Capital Management 2005 - 2008
Lehman Brothers 2002 - 2005
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Kidder Peabody 1985 - 1991
Education
University of Pennsylvania
Arturo C. Porzecanski's Kidder Peabody Experience 1992 - 1993
Job Professor of international economic relations at American University
Industry Higher Education
Experience
American University July 2012 - Present
American University September 2005 - Present
Tinker Foundation 2006 - Present
Center for Strategic and International Studies (CSIS) 2005 - August 2013
ABN AMRO July 2000 - March 2005
ING Nederland January 1994 - June 2000
Kidder Peabody 1992 - 1993
Republic National Bank of New York 1989 - 1992
JP Morgan 1977 - 1989
Skills
Emerging Markets, International Relations, Economics, Macroeconomics, Economic Research, Policy Analysis, Public Policy, Lecturing, Capital Markets, International Economics, Expert Witness, Economic consulting, Expert testimony, International..., Foreign Policy, Analysis, Research, Data Analysis, Politics, Policy
Education
University of Pittsburgh 1971 — 1975
Ph.D., Economics
University of Pittsburgh 1971 — 1975
M.A., Economics
Whittier College 1968 — 1971
B.A., Economics
American University July 2012 - Present
American University September 2005 - Present
Tinker Foundation 2006 - Present
Center for Strategic and International Studies (CSIS) 2005 - August 2013
ABN AMRO July 2000 - March 2005
ING Nederland January 1994 - June 2000
Kidder Peabody 1992 - 1993
Republic National Bank of New York 1989 - 1992
JP Morgan 1977 - 1989
Skills
Emerging Markets, International Relations, Economics, Macroeconomics, Economic Research, Policy Analysis, Public Policy, Lecturing, Capital Markets, International Economics, Expert Witness, Economic consulting, Expert testimony, International..., Foreign Policy, Analysis, Research, Data Analysis, Politics, Policy
Education
University of Pittsburgh 1971 — 1975
Ph.D., Economics
University of Pittsburgh 1971 — 1975
M.A., Economics
Whittier College 1968 — 1971
B.A., Economics
Jim Siccardi's Kidder Peabody Experience 1992 - 1996
Job Director, Institutional Equity Sales at KLR
Industry Oil & Energy
Experience
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
Tim Huston's Kidder Peabody Experience 1979 - 1993
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc September 1999 - Present
Legg Mason 1993 - 1999
Kidder Peabody 1979 - 1993
White, Weld & Co. 1972 - 1979
Education
University of Pennsylvania 1964 — 1968
BA, English
Wilbraham Academy 1962 — 1964
UBS Financial Services, Inc September 1999 - Present
Legg Mason 1993 - 1999
Kidder Peabody 1979 - 1993
White, Weld & Co. 1972 - 1979
Education
University of Pennsylvania 1964 — 1968
BA, English
Wilbraham Academy 1962 — 1964
Christopher Suan's Kidder Peabody Experience January 1989 - May 1991
Job Senior Managing Director at Orix Americas
Industry Financial Services
Experience
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Alison Deans's Kidder Peabody Experience 1987 - 1990
Job Partner, Varick Asset Management
Industry Investment Management
Experience
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
William Sprague's Kidder Peabody Experience June 1984 - March 1989
Job Managing Director at IFG Capital Management
Industry Investment Banking
Experience
IFG Capital Management October 2013 - Present
Gruppo, Levey & Co. September 2011 - October 2013
Madison Williams and Company December 2009 - July 2011
SMH Capital 2004 - December 2009
Crest Advisors, LLC September 1996 - April 2004
Smith Barney March 1989 - September 1996
Kidder Peabody June 1984 - March 1989
Skills
Private Equity, Investment Banking, Alternative Investments, Asset Managment, Banking, Capital, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, LBO, M, Mergers, Mergers, Private Placements, Project Finance, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Political Economics
Phillips Exeter academy 1973 — 1976
IFG Capital Management October 2013 - Present
Gruppo, Levey & Co. September 2011 - October 2013
Madison Williams and Company December 2009 - July 2011
SMH Capital 2004 - December 2009
Crest Advisors, LLC September 1996 - April 2004
Smith Barney March 1989 - September 1996
Kidder Peabody June 1984 - March 1989
Skills
Private Equity, Investment Banking, Alternative Investments, Asset Managment, Banking, Capital, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, LBO, M, Mergers, Mergers, Private Placements, Project Finance, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Political Economics
Phillips Exeter academy 1973 — 1976
John Wiborg's Kidder Peabody Experience August 1981 - September 1982
Job President at Stellar Industrial Supply, Inc.
Industry Wholesale
Experience
Stellar Industrial Supply, Inc. December 1990 - Present
Affiliated Distributors February 2013 - Present
ISA - Industrial Supply Association July 2007 - Present
Eoscene Corporation July 2001 - Present
WiMetrics June 2005 - Present
Translink November 1997 - April 2000
Wiborg, Skeel & Wiborg, Inc. May 1984 - December 1990
Kidder Peabody August 1981 - September 1982
Skills
Purchasing, Pricing, Team Building, Customer Service, Distributors, New Business Development, Operations Management, Sales Management, Account Management, Microsoft Excel, Shipping, Negotiation, Inventory Management, Sales Process, Sales Operations, B2B, Budgets, Cold Calling, Competitive Analysis, Contract Negotiation, Direct Sales, Forecasting, Key Account Development, Key Account Management, Logistics, Manufacturing, National Accounts, P&L, P&L Management, Product Development, Product Marketing, Sales, Sales Presentations, Selling, Solution Selling, Supply Chain, Supply Chain Management, Trade Shows, Wholesale
Education
University of Puget Sound 1980 — 1981
Bachelor's degree, Business Adminstration - Finance
Washington State University 1977 — 1980
Business Adiminstration - Finance
Stellar Industrial Supply, Inc. December 1990 - Present
Affiliated Distributors February 2013 - Present
ISA - Industrial Supply Association July 2007 - Present
Eoscene Corporation July 2001 - Present
WiMetrics June 2005 - Present
Translink November 1997 - April 2000
Wiborg, Skeel & Wiborg, Inc. May 1984 - December 1990
Kidder Peabody August 1981 - September 1982
Skills
Purchasing, Pricing, Team Building, Customer Service, Distributors, New Business Development, Operations Management, Sales Management, Account Management, Microsoft Excel, Shipping, Negotiation, Inventory Management, Sales Process, Sales Operations, B2B, Budgets, Cold Calling, Competitive Analysis, Contract Negotiation, Direct Sales, Forecasting, Key Account Development, Key Account Management, Logistics, Manufacturing, National Accounts, P&L, P&L Management, Product Development, Product Marketing, Sales, Sales Presentations, Selling, Solution Selling, Supply Chain, Supply Chain Management, Trade Shows, Wholesale
Education
University of Puget Sound 1980 — 1981
Bachelor's degree, Business Adminstration - Finance
Washington State University 1977 — 1980
Business Adiminstration - Finance
Patrick Grasso's Kidder Peabody Experience 1990 - 1992
Job Principal at Keystone Realty Capital
Industry Real Estate
Experience
Keystone Realty Capital 2004 - Present
Eastdil Realty 1992 - 2004
Kidder Peabody 1990 - 1992
Wells Hill Partners 1983 - 1990
Eastdil Realty 1979 - 1983
Skills
Corporate Development, Financial Modeling, Negotiation, Disposition, Valuation, Public Speaking, Real Estate Economics, Real Estate Development, Capital Markets, Business Strategy, Asset Management, Brokerage, Executive Management, Real Estate Transactions, Budgets, Investment Properties, Investments, Location Intelligence, Finance, Management, Business Planning, Due Diligence, Leases, Private Equity, Business Development, Investment Banking, Corporate Real Estate, Financial Analysis, Real Estate, Alternative Investments, Venture Capital, Real Estate Financing, Entrepreneurship, Corporate Finance, Project Management, Management Consulting, Property Management, Leadership, Joint Ventures, Mergers & Acquisitions, Entitlements, Marketing, Contract Negotiation, Equities, Start-ups, Portfolio Management, Strategy, New Business Development, Marketing Strategy, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Master of Business Administration (M.B.A.)
Mahattan College
Engineer's Degree, Civil Engineering
Keystone Realty Capital 2004 - Present
Eastdil Realty 1992 - 2004
Kidder Peabody 1990 - 1992
Wells Hill Partners 1983 - 1990
Eastdil Realty 1979 - 1983
Skills
Corporate Development, Financial Modeling, Negotiation, Disposition, Valuation, Public Speaking, Real Estate Economics, Real Estate Development, Capital Markets, Business Strategy, Asset Management, Brokerage, Executive Management, Real Estate Transactions, Budgets, Investment Properties, Investments, Location Intelligence, Finance, Management, Business Planning, Due Diligence, Leases, Private Equity, Business Development, Investment Banking, Corporate Real Estate, Financial Analysis, Real Estate, Alternative Investments, Venture Capital, Real Estate Financing, Entrepreneurship, Corporate Finance, Project Management, Management Consulting, Property Management, Leadership, Joint Ventures, Mergers & Acquisitions, Entitlements, Marketing, Contract Negotiation, Equities, Start-ups, Portfolio Management, Strategy, New Business Development, Marketing Strategy, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Master of Business Administration (M.B.A.)
Mahattan College
Engineer's Degree, Civil Engineering
David Strauss's Kidder Peabody Experience 1988 - 1990
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America DirectorUBS2003 - 2006
North American Media Engines April 2000 - September 2001
Lehman Brothers 1990 - 2000
Kidder Peabody 1988 - 1990
County Natwest Goverment Securities September 1987 - September 1988
Bellcore September 1984 - September 1987
Hunter College September 1981 - September 1984
Skills
Enterprise Architecture, Java, Investment Banking, Risk Management, IT Strategy, Vendor Management, SDLC, Sybase
Education
University of Pittsburgh 1970 — 1977
PhD, Computer Sceince
Bank of America DirectorUBS2003 - 2006
North American Media Engines April 2000 - September 2001
Lehman Brothers 1990 - 2000
Kidder Peabody 1988 - 1990
County Natwest Goverment Securities September 1987 - September 1988
Bellcore September 1984 - September 1987
Hunter College September 1981 - September 1984
Skills
Enterprise Architecture, Java, Investment Banking, Risk Management, IT Strategy, Vendor Management, SDLC, Sybase
Education
University of Pittsburgh 1970 — 1977
PhD, Computer Sceince
Jay Riley's Kidder Peabody Experience May 1970 - April 1984
Job Managing Partner at Barton Investment Management LLC
Industry Investment Management
Experience
Barton Investment Management July 2006 - Present
Deutsche Bank Alex. Brown 1984 - 2004
Kidder Peabody May 1970 - April 1984
Education
University of Pennsylvania - The Wharton School 1966 — 1970
BS econ, Finance
Barton Investment Management July 2006 - Present
Deutsche Bank Alex. Brown 1984 - 2004
Kidder Peabody May 1970 - April 1984
Education
University of Pennsylvania - The Wharton School 1966 — 1970
BS econ, Finance
David Dwyer's Kidder Peabody Experience June 1992 - December 1994
Job Director of Global Research, Bloomberg Intelligence
Industry Investment Management
Experience
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Patricia Novak DiNapoli's Kidder Peabody Experience 1979 - 1984
Job Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
Kidder, Peabody 1979 - 1984
Skills
Tutoring, Microsoft Office, PowerPoint, Curriculum Design, Microsoft Word, Research, Microsoft Excel, Event Planning, Higher Education, Staff Development, Community Outreach, Social Media, Nonprofits, Teaching, Public Speaking
Education
University of Scranton 1975 — 1978
Human Services/Psychology
Kidder, Peabody 1979 - 1984
Skills
Tutoring, Microsoft Office, PowerPoint, Curriculum Design, Microsoft Word, Research, Microsoft Excel, Event Planning, Higher Education, Staff Development, Community Outreach, Social Media, Nonprofits, Teaching, Public Speaking
Education
University of Scranton 1975 — 1978
Human Services/Psychology
Noam Cohen's Kidder Peabody Experience 1987 - 1991
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Glenn Perillo's Kidder Peabody Experience 1987 - 1988
Job Managing Director at LibreMax Capital
Industry Investment Management
Experience
LibreMax Capital April 2012 - Present
Citadel Investment Group November 2008 - October 2011
BlackRock 1997 - 2008
NY Life 1991 - 1997
Bankers Trust 1988 - 1991
Kidder Peabody 1987 - 1988
Skills
Portfolio Optimization, Financial Modeling, Prepayment & Credit..., Portfolio Management, MBS
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
MS, Statistics & Operations Research
University of South Florida 1980 — 1985
BSCE, Computer Engineering
Hanover Park High
Hanover Park High
LibreMax Capital April 2012 - Present
Citadel Investment Group November 2008 - October 2011
BlackRock 1997 - 2008
NY Life 1991 - 1997
Bankers Trust 1988 - 1991
Kidder Peabody 1987 - 1988
Skills
Portfolio Optimization, Financial Modeling, Prepayment & Credit..., Portfolio Management, MBS
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
MS, Statistics & Operations Research
University of South Florida 1980 — 1985
BSCE, Computer Engineering
Hanover Park High
Hanover Park High
Belynda Pleasants Stewart's Kidder Peabody Experience May 1991 - 1996
Job Realtor at Coldwell Banker Preferred
Industry Real Estate
Experience
Coldwell Banker Preferred May 2002 - Present
Cresap, Inc. November 1995 - Present
Kidder Peabody May 1991 - 1996
Merrill Lynch 1985 - 1991
Philadelphia Saving Fund Society (PSFS) October 1976 - March 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
North Caroline State University
Bachelor's degree, Sociology, Mathematics, Philosophy
Coldwell Banker Preferred May 2002 - Present
Cresap, Inc. November 1995 - Present
Kidder Peabody May 1991 - 1996
Merrill Lynch 1985 - 1991
Philadelphia Saving Fund Society (PSFS) October 1976 - March 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
North Caroline State University
Bachelor's degree, Sociology, Mathematics, Philosophy
Richard Bilotti's Kidder Peabody Experience June 1984 - April 1986
Job Portfolio Manager Global Special Situations at P. Schoenfeld Asset Management LP
Industry Investment Management
Experience
P. Schoenfeld Asset Management LP July 2010 - Present
GSO Capital July 2007 - June 2010
Morgan Stanley January 1994 - January 2007
Wasserstein Perella - Grantchester Securities June 1989 - January 1994
Prudential Bache February 1988 - June 1989
LF Rothschild April 1986 - February 1988
Kidder Peabody June 1984 - April 1986
Education
University of Pennsylvania 1980 — 1984
BS of Economics, Finance and Accounting
P. Schoenfeld Asset Management LP July 2010 - Present
GSO Capital July 2007 - June 2010
Morgan Stanley January 1994 - January 2007
Wasserstein Perella - Grantchester Securities June 1989 - January 1994
Prudential Bache February 1988 - June 1989
LF Rothschild April 1986 - February 1988
Kidder Peabody June 1984 - April 1986
Education
University of Pennsylvania 1980 — 1984
BS of Economics, Finance and Accounting
Edward Mikus's Kidder Peabody Experience 1986 - 1988
Job Director at Credit Suisse
Industry Financial Services
Experience
Bloomberg LP May 2014 - April 2015
Cantor Commercial Real Estate May 2012 - April 2014
Flat 801 Management Company, LLC 2010 - 2012
Centerline Capital Group 2008 - 2010
Nomura Securities 2001 - 2008
Deutsche Bank Securities 1999 - 2001
Nomura Securities / Capital Company of America 1995 - 1999
JP Morgan Securities 1988 - 1995
Kidder, Peabody 1986 - 1988
Sage Data, Inc. 1985 - 1986
Skills
Structured Finance, Capital Markets, Fixed Income, CMBS, Asset Managment, Valuation, Real Estate Economics, Financial Structuring, Portfolio Management, Investments, Structured Products, Bonds, Mortgage Lending, Derivatives, Securitization, Asset Management, Credit
Education
University of Pennsylvania 1981 — 1985
BA, Biology
University of Pennsylvania - The Wharton School 1981 — 1985
BS in Economics, Decision Sciences
Bloomberg LP May 2014 - April 2015
Cantor Commercial Real Estate May 2012 - April 2014
Flat 801 Management Company, LLC 2010 - 2012
Centerline Capital Group 2008 - 2010
Nomura Securities 2001 - 2008
Deutsche Bank Securities 1999 - 2001
Nomura Securities / Capital Company of America 1995 - 1999
JP Morgan Securities 1988 - 1995
Kidder, Peabody 1986 - 1988
Sage Data, Inc. 1985 - 1986
Skills
Structured Finance, Capital Markets, Fixed Income, CMBS, Asset Managment, Valuation, Real Estate Economics, Financial Structuring, Portfolio Management, Investments, Structured Products, Bonds, Mortgage Lending, Derivatives, Securitization, Asset Management, Credit
Education
University of Pennsylvania 1981 — 1985
BA, Biology
University of Pennsylvania - The Wharton School 1981 — 1985
BS in Economics, Decision Sciences
Edward Mollica's Kidder Peabody Experience January 1980 - June 1995
Job Financial Services Professional
Industry Financial Services
Experience
Knight Capital Group VICE PRESIDENT/TRADERKnight Capital GroupJuly 1995 - October 2010
Kidder Peabody January 1980 - June 1995
Skills
Trading, Proprietary Trading, Market Making, Trading Strategies, Equities, Electronic Trading, Equity Trading, Financial Risk, Traders, Options, Series 63, Trading Systems, ETFs, Series 7, Hedge Funds, FINRA, Securities
Education
University of South Florida 1978 — 1980
B.A, Finance
Knight Capital Group VICE PRESIDENT/TRADERKnight Capital GroupJuly 1995 - October 2010
Kidder Peabody January 1980 - June 1995
Skills
Trading, Proprietary Trading, Market Making, Trading Strategies, Equities, Electronic Trading, Equity Trading, Financial Risk, Traders, Options, Series 63, Trading Systems, ETFs, Series 7, Hedge Funds, FINRA, Securities
Education
University of South Florida 1978 — 1980
B.A, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS