Landmark Partners
Industry: Private equity company
DescriptionLandmark Partners, an SEC Registered Advisor, is one of the most experienced participants in the private equity secondary market for private equity and real estate investments. Headquarters: Simsbury, CT Founded: 1989 Number of employees: 120 Total assets: 27 billion USD (as of 12/6/18) Parent organization: BrightSphere Investment Subsidiaries: Landmark Realty Advisors Llc, Landmark Equity Advisors, LLC
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Landmark Partners Employees
Harvard Management Company July 2011 - Present
Landmark Partners June 2010 - August 2010
Wellesley College Investment Office August 2006 - July 2009
Lazard Freres & Co. July 2004 - June 2006
Kroll Zolfo Cooper June 2002 - August 2003
Skills
Financial Modeling
Education
Harvard Business School 2009 — 2011
MBA
Wellesley College 2000 — 2004
B.A., Economics
Landmark Partners November 2005 - Present
PwC May 2002 - November 2005
Arthur Andersen September 1999 - May 2001
Education
University of Hartford 2005 — 2008
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1995 — 1999
Bachelor of Science (B.S.), Accounting
Permasteelisa North America June 2015 - Present
University of Hartford September 2014 - June 2015
Landmark Partners June 2014 - August 2014
New Britain High School November 2013 - June 2014
Sportika Export August 2013 - November 2013
Capitol Strategies Group, LLC September 2012 - November 2012
MMNT CPA January 2012 - April 2012
Schuco USA LLLP December 2010 - December 2011
ALVANON September 2008 - June 2010
Skills
Microsoft Office, Financial Reporting, Accounting, Budgets, Microsoft Word, Microsoft Excel, QuickBooks, Accounts Receivable, Auditing, Financial Analysis, Payroll, GAAP, Tax Preparation
Education
Sacred Heart University 2010 — 2013
Master of Business Administration, Accounting
Fordham University 2004 — 2008
Bachelors of Science, Accounting
MIT Sloan School of Management July 2013 - June 2015
Vee24 June 2014 - August 2014
Point Judith Capital June 2014 - August 2014
Landmark Partners May 2012 - July 2013
Landmark Partners May 2011 - May 2012
GEM Realty Capital July 2008 - May 2011
Linneman Associates September 2006 - May 2008
Wells Fargo May 2007 - February 2008
Doyle Real Estate Advisors May 2006 - August 2006
Skills
Due Diligence, Valuation, Financial Modeling, Portfolio Management, Private Equity, Real Estate, Asset Management, Finance, Analysis, Market Research, Research, Microsoft Excel, Loans, Financial Reporting, Underwriting, Debt, Corporate Development, Business Strategy, Pricing Strategy
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania 2004 — 2008
BS, Real Estate and Retailing
Landmark Partners January 2015 - Present
Landmark Partners January 2008 - December 2014
Landmark Partners July 2004 - December 2007
Conning Capital Partners May 2000 - July 2002
GE Capital January 1997 - May 2000
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Connecticut 1992 — 1996
BS, Finance
Landmark Partners of Florida June 1976 - Present
Blakeley Worldwide Partners/BW Partners December 2012 - Present
landmark Partners January 2006 - Present
Skills
New Business Development, Real Estate, Investment Properties, Marketing, Strategic Planning, Leadership Development, Team Building, Entrepreneurship, Business Development, Due Diligence
Education
Bowdoin College 1971 — 1975
BA Political Science/Architecture, Real Estate Development, Honors
Chicago White Sox January 2015 - Present
Oakland Athletics June 2008 - Present
Position One Properties 2009 - Present
Landmark Partners 2008 - 2009
Skills
Baseball, Real Estate, Technology, Sports, Ivy League, Harvard, Social Media, Television, Movies
Education
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Government
Northeastern University
Masters, Sports Leadership
Copley Equity Partners May 2013 - Present
Polaris Venture Partners March 2012 - July 2012
Landmark Partners May 2010 - July 2010
Skills
Valuation, Entrepreneurship, Private Equity, Venture Capital, Finance, Financial Modeling, Public Speaking, Equities, Corporate Development, Capital, Strategy
Education
Harvard University
BA, Cum Laude, History of Science
Stanford University Graduate School of Business
Summer Institute for General Management
Farmington High School
LPL Financial 2015 - Present
LPL Financial 2012 - Present
Brighton House Associates 2010 - February 2012
The Hanover Insurance Group 2008 - 2010
Landmark Partners 2008 - 2008
Skills
Alternative Investments, Bloomberg, Hedge Funds, Asset Management, Real Estate Investment, ETFs, Salesforce.com, CRM, Investor Relations, Business Development, Mutual Funds, Series 7, Fixed Income
Education
Trinity College-Hartford 2004 — 2008
BA, Economics, Sociology
The Institute at Palazzo Rucellai 2007 — 2007
Summer Economics Program
Longmeadow High School, MA 2000 — 2004
Landmark Partners 2013 - Present
Deutsche Bank 2012 - 2012
Landmark Partners 2007 - 2011
Boenning & Scattergood 2005 - 2006
Boenning & Scattergood 2004 - 2005
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Investment Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Cabrini College 2001 — 2005
Bachelor of Science (BS), Finance, General
Cambridge Associates December 2014 - Present
NEPC January 2013 - November 2014
Landmark Partners June 2011 - December 2012
Skills
Private Equity, Microsoft Excel, Economics, Alternative Investments, Financial Analysis, Due Diligence, Microsoft Word, Burgiss Private I...
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
Trinity College in Rome 2011 — 2011
Bachelor of Science (BS), Economics
Simsbury High School 2004 — 2008
Landmark Partners January 2015 - Present
Landmark Partners January 2012 - Present
Landmark Partners January 2007 - January 2012
Landmark Partners September 2004 - January 2007
Skills
Private Equity, Financial Modeling
Education
Tufts University 2000 — 2004
Economics
William Blair & Company August 2015 - Present
Stanford University June 2015 - July 2015
Landmark Partners November 2014 - March 2015
ESPN Radio June 2014 - August 2014
The Tennis Channel May 2014 - June 2014
Chatham Beach and Tennis Club June 2013 - August 2013
Octagon May 2011 - June 2011
Skills
Investments, Adobe Audition, Sports Writing, Sports, Radio, Social Media, Sports Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Equity Sales, Stock Market Analysis, Research, PowerPoint
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies, Final GPA 3.33, Major GPA 3.6
The Potomac School 2007 — 2011
Charles University in Prague
Bracewell & Giuliani LLP March 2008 - Present
Landmark Partners January 2006 - February 2008
Landmark Partners January 2004 - December 2005
Landmark Partners July 2001 - December 2003
Skills
Bankruptcy, Restructuring, Chapter 11, Creditors' Rights, Cross-border..., Distressed Debt
Education
The University of Connecticut School of Law 2002 — 2007
J.D.
St. Olaf College 1997 — 2001
B.A., English, Magna Cum Laude
Landmark Partners January 2013 - Present
Netage Solutions 2012 - 2013
United Data Strategies, Inc. 2001 - 2012
Endurance International Group 2000 - 2001
Liveware Publishing 1999 - 2000
EasyAsk 1997 - 1998
Concentric Data Systems, Inc. 1983 - 1996
The Saddlebrook Corporation 1980 - 1982
Skills
Business Intelligence, Financial Modeling, Financial Reporting, SQL Server, Crystal Reports, Database Design, VB.NET, Visual Basic, FoxPro, Excel, Business Objects, SQL, Microsoft SQL Server, Analysis, Start-ups, VBA, SDLC, Venture Capital, Product Management, Cloud Computing, Software Project..., Business Analysis, Valuation, Business Development, Databases, Strategy, Microsoft Excel, Enterprise Software, Analytics, Private Equity
Education
Harvard Extension School
Master of Liberal Arts, Finance
University of Vermont
Bachelor of Science, Business Administration
Phillips Exeter Academy
Wolff Financial Group, LLC April 2000 - Present
Landmark Partners June 1996 - January 2000
Skills
Investments, Insurance, Underwriting, Life Insurance, Securities, Disability Insurance, Fixed Annuities, Retirement, Finance, Mutual Funds, Strategic Financial..., Employee Benefits, Portfolio Management, Retirement Planning, Long-term Care, 401k, Wealth, Long Term Care Insurance, FINRA, Estate Planning, Wealth Management, Series 63, Asset Allocation, Health Insurance, Financial Advisory, Investment Advisory, IRAs, Alternative Investments, Asset Management, Financial Services, Term Life Insurance, Risk Management, Financial Risk, Variable Annuities, Financial Planning
Education
Trinity College-Hartford 1993 — 1996
Bachelor's, Economics
Williams College 1991 — 1993
Economics
Landmark Partners October 2014 - July 2015
Hodes Weill & Associates January 2013 - January 2014
Jones Lang LaSalle June 2008 - July 2012
American Appraisal Associates November 2005 - June 2008
Education
Cornell University
Master of Professional Studies, Real Estate; Real Estate Finance
Lomonosov Moscow State University (MSU)
Master of Geography, Regional Economics
Landmark Partners October 2014 - August 2015
Trinity College - Hartford January 2014 - May 2014
Trinity College - Hartford May 2013 - September 2013
Trinity College - Hartford January 2011 - December 2012
Trinity College - Hartford August 2011 - May 2012
Skills
Microsoft Office, Corporate Finance, Leadership, Quantitative Research
Education
Trinity College-Hartford 2010 — 2014
Bachelor's Degree, Mathematics, Economics, A+
Budhanilkantha School - Nepal 2006 — 2008
High School, GCE A Level
Landmark Partners May 2014 - Present
Converse (Nike) via Sunrise Systems September 2013 - April 2014
Brean Capital, LLC July 2011 - February 2013
McKinsey & Company via Monument Staffing, LLC October 2010 - March 2011
Save the Harbor/Save the Bay June 2010 - August 2010
Brown University Department of Geological Sciences December 2009 - June 2010
Providence Science Outreach, Brown University Swearer Center for Public Service September 2007 - June 2010
Grow Smart Rhode Island January 2010 - May 2010
Brown University Computer Science Department September 2006 - December 2008
Project Searchlight (Brown University) May 2008 - September 2008
Skills
Financial Modeling, Data Analysis, Data Visualization, Financial Analysis, Data Modeling, Functional Programming, F#, Microsoft Excel, Visual Basic for..., Visual Basic .NET..., R, SQL, Economics, Valuation, Equities, PowerPoint, Python, Data Mining, Oil & Gas Industry, HTML & CSS, Workflow Automation, Statistical Modeling, Statistics, Quantitative Analytics, Databases, Model Building, Requirements Gathering, User Interface Design, Private Equity
Education
Brown University 2005 — 2010
Bachelor of Science, Geology-Biology, 3.6 GPA
Brown University 2005 — 2010
Bachelor of Arts (B.A.), Urban Studies, 3.9 GPA
Stanford University 2012 — 2013
Certificate, Energy Innovation and Emerging Technologies
Landmark Partners August 2015 - Present
Landmark Partners August 2013 - July 2015
Provident Healthcare Partners, LLC January 2013 - May 2013
Reliance Financial Advisors June 2012 - May 2013
Bentley Investment Group September 2011 - May 2013
Bentley University Media and Culture Labs January 2010 - May 2013
Parexel International June 2011 - January 2012
Skills
Portfolio Management, Public Speaking
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance; Minor in Business Economics
Seton Hall Preparatory School 2005 — 2009
High School Diploma
Bond University
International Finance
Landmark Partners July 2012 - Present
Interactive Brokers December 2011 - July 2012
Tudor Investment Corp July 2003 - November 2011
University of Bridgeport May 2006 - August 2007
University of Bridgeport June 2004 - August 2004
University of Bridgeport September 2002 - December 2003
Louis Dreyfus Commodities 2000 - 2000
Skills
Active Directory, Disaster Recovery, Citrix, Security, Unix, Infrastructure, Windows, Microsoft Exchange, Operating Systems, Project Management, Scripting, ITIL, Software Development, Business Continuity, Application Support, Patch Management, Innovation Development, Linux, VPN, Servers
Education
University of Bridgeport 2004 — 2006
Master of Science, Technology Management
University of Bridgeport 1998 — 2003
Bachelor of Science, Computer Science
Jono Jablonskio Gimnazija 1994 — 1998
Highschool Diploma, N/A
Fishers Island Ferry District January 2012 - Present
GSMurphy & Co. January 2011 - January 2012
Auda Private Equity LLC March 2006 - July 2010
GSMurphy (self-employed) January 2004 - March 2006
Partners Group Guernsey June 1999 - December 2003
Landmark Partners 1992 - 1999
CIGNA Investments, Inc. 1990 - 1993
Texas Instruments 1985 - 1985
The Bank of New York 1980 - 1984
Skills
Private Equity, Due Diligence, Start-ups, Portfolio Management, Investments, Risk Management, Program Management, Venture Capital, Fund Of Funds, Alternative Investments, Investment Management, Mergers, Financial Modeling, Financial Services, Negotiation, Management, Process Improvement, Hedge Funds, Financial Structuring, Mergers & Acquisitions
Education
Northeastern University - Graduate School of Business Administration 1984 — 1985
MBA
Boston University - School of Management 1975 — 1980
BSBA
The Hill School 1971 — 1975
Landmark Partners January 2014 - Present
Florida Mezzanine Fund May 2007 - December 2013
Skills
CFA Charterholder
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
London Business School 2014 — 2014
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2007
Master of Science (M.S.), Entrepreneurship
University of Florida 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Landmark Partners August 2012 - Present
Bank of America Merrill Lynch November 2010 - June 2012
Oppenheimer & Co August 2009 - November 2010
Lazard Frères & Co June 2009 - August 2009
Merrill Lynch / Bank of America June 2008 - May 2009
Sandcastle Bartending Services May 2007 - December 2008
Viant Capital May 2008 - August 2008
Skills
Investment Banking, Mergers, Corporate Finance, IPO, Mergers & Acquisitions, Financial Modeling, LBO, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
Bachelor of Science in Business Administration, Business
Sun Valley Trekking October 2012 - Present
Physicians Anesthesia Services September 2003 - Present
Anesthesia Resources, Inc. June 2000 - September 2003
Landmark Partners 1988 - 1990
Skills
Diploma in Mountain..., Surgery, Medical Education
Education
Virginia Mason Medical Center 1997 — 2000
Anesthesia Residency
University of Utah School of Medicine 1995 — 1997
Pediatric Internship
University of Washington 1992 — 1996
MD, Medicine
University of California, Davis 1985 — 1987
BA, Economics
Brandeis University 1984 — 1985
Siguler Guff & Company October 2011 - Present
Landmark Partners June 2010 - August 2010
Crocker Partners October 2005 - July 2009
CRT Properties, Inc. December 2003 - October 2005
TIAA-CREF 2002 - 2002
Skills
Valuation, Financial Modeling, Financial Analysis, Real Estate, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Alternative Investments, Equity Research, Investments, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2011
MBA, Real Estate
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance & International Business
Caption Partners 2012 - Present
Landmark Partners 2011 - 2012
Cogent Partners 2008 - 2011
Education
Duke University 2007 — 2008
Master's degree, Engineering
Duke University 2003 — 2007
BSE, Biomedical Engineering
Brown Brothers Harriman June 2013 - Present
Bradley, Foster & Sargent, Inc. June 2012 - May 2013
Landmark Partners January 2012 - May 2012
Johnson Gage September 2011 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Political Science, Faculty Honors
Carlucci American International School of Lisbon 1994 — 2009
International Baccalaureate
Landmark Partners March 2015 - Present
The Blackstone Group July 2014 - March 2015
KPMG US October 2011 - June 2014
KPMG US June 2010 - August 2010
Skills
Microsoft Office, SOX 404, SAP, Bloomberg, IFRS, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, PCAOB standards, Financial Reporting, Auditing, Accounting, Financial Accounting, Big 4, SEC filings, External Audit, US GAAP, Financial Statement..., Technical Accounting...
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Landmark Partners May 2015 - Present
PEI - Alternative Insight June 2014 - May 2015
PEI - Alternative Insight June 2013 - May 2014
Washington and Lee University April 2010 - March 2013
Dow Jones Newswires June 2012 - August 2012
Skills
Social Media, Editing, Journalism, French, Event Planning, Private Equity, Photography
Education
Washington and Lee University
Bachelor of Arts (B.A.), Journalism, French
Université Panthéon Sorbonne (Paris I)
Film/Cinema/Video Studies and International Relations
Lake Forest Academy
High school
Landmark Partners July 2015 - Present
Skills
Analysis, Private Equity, Quantitative Finance, Bloomberg, Credit Risk, Derivatives, Quantitative Analytics, Java, Microsoft Excel, SAS, SAS programming, Financial Modeling, JavaScript, MySQL, Excel Modeling, FactSet, XML, PHP, Capital IQ, Matlab, Stata
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
Bentley University 2011 — 2014
Bachelor of Science in Mathematics, Summa Cum Laude, 3.9 GPA
Ladder Financial Inc March 2015 - Present
Aldenwood Capital September 2009 - June 2015
The William and Flora Hewlett Foundation 2014 - 2014
Landmark Partners 2012 - 2014
ILPA Institute 2011 - 2014
Oak Hill Investment Management Robert M. Bass Family Office February 2000 - August 2009
Oak Hill Venture Partners February 2000 - February 2003
NextCard January 1999 - February 2000
Lazard Freres & Co. 1996 - 1997
Lazard Freres & Co. 1994 - 1996
Skills
Family Office, Venture Capital, Private Equity, Investments, Entrepreneurship, Investment Management, Secondary Investment, LBO, Hedge Funds, Mergers & Acquisitions, Institutional..., Corporate Development, Deal Sourcing, Due Diligence, Valuation, Limited Partnerships, Mergers, Fixed Income, Growth Capital, Alternative Investments, Investment Banking, Co-Investment, Direct Investment, Mutual Funds, Fund Of Funds, Start-up Ventures, Financial Services, Strategy
Education
Harvard Business School 1997 — 1999
MBA, Business
Bowdoin College 1990 — 1994
BA, Economics & Government
Landmark Partners July 2015 - Present
Jefferies LLC May 2014 - August 2014
Sequence Financial Specialists LLC August 2012 - February 2014
Red Triangle Wealth Management August 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Microsoft Office, Financial Analysis, Social Networking, Customer Service, Public Speaking, Research, Financial Modeling, Valuation, Bloomberg, Capital IQ, Facebook, Time Management, Microsoft PowerPoint
Education
College of Charleston 2011 — 2015
Bachelor of Science (BS), Economics & Finance
CBO Capital Partners Ltd August 2014 - September 2014
Goldman Sachs May 2014 - August 2014
Landmark Partners January 2011 - August 2013
J.P. Morgan July 2008 - December 2010
EY January 2007 - April 2007
Federal Reserve Bank of St. Louis June 2006 - August 2006
Skills
Valuation, Due Diligence, Real Estate, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Leadership, Finance, Strategic Planning, Analysis, Management, Mergers
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Real Estate
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Summa Cum Laude
Landmark Partners September 2015 - Present
Agero, Inc. May 2015 - Present
BNP Paribas March 2015 - April 2015
Fortune Ventures June 2014 - September 2014
Noah Private Wealth Management June 2013 - September 2013
Jin & Yuan Law July 2012 - September 2012
Skills
Personal Finance, Investment Management, Venture Capital, Private Equity, Urban Studies, Bloomberg Terminal, Social Media, Microsoft Office, Risk Management, Research, Market Research, Economics, Investments, FactSet, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Leadership, Data Analysis, Corporate Finance, Management, Project Management, Asset Management, Valuation, Business Strategy, Statistics, Writing, Due Diligence, Portfolio Management, Mergers & Acquisitions, Policy Analysis, Finance
Education
Amherst College 2014 — 2015
Bachelor's degree, Law, Jurisprudence, and Social Thoughts
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (B.A.), Public Policy and Law
Landmark Partners November 2011 - July 2015
IBM July 2010 - October 2011
Bloomberg May 2009 - August 2009
Skills
PowerPoint, Analysis, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate, Investment Management
University of Connecticut 2006 — 2010
Finance, Business, Spanish
Miss Porter's School 2002 — 2006
Landmark Partners October 2014 - Present
K2 Advisors August 2013 - December 2013
University of Connecticut August 2012 - December 2013
Pakistan Institute of Development Economics December 2009 - June 2011
Securities & Exchange Commission of Pakistan July 2008 - September 2008
Skills
Finance, Research, Economics, Teaching, Financial Modeling, Internal Controls, Financial Accounting, Governance, Higher Education, Risk Management
Education
The University of Connecticut School of Business 2012 — 2013
Masters of Science in Financial Risk Management, Finance and Financial Management Services
Pakistan Institute of Development Economics 2007 — 2009
Masters of Business Administration, Finance
Landmark Partners June 2015 - Present
Disruption Corporation August 2014 - March 2015
Northwestern Mutual August 2012 - July 2014
Skills
Sales, Insurance, Leadership, Marketing, Microsoft Excel, Small Business, Finance, Fixed Annuities, Life Insurance, Retirement Planning, Cold Calling, Advertising
Education
The University of Connecticut School of Business 2007 — 2011
BA, Business
Landmark Partners December 2006 - Present
Prudential Financial 2004 - 2006
CIGNA Retirement & Investment Services (Acquired by Prudential 10/2004) May 2001 - October 2004
ING (Aeltus Investment Management) 2001 - 2004
Aetna Financial Services 1988 - May 2001
Skills
AML, Securities, Due Diligence, Mutual Funds, Investments, Asset Managment, Series 7, Hedge Funds, Risk Management, FINRA, Financial Risk, Investment Advisory, Corporate Governance, Equities, Insurance
Education
FINRA Institute at Wharton 2011 — 2011
CRCP, Certified Regulatory and Compliance Professional (CRCP)
NRS Center for Compliance Professionals 2006 — 2007
IACCP, Investment Adviser Certified Compliance Professional
University of Hartford 1996 — 1996
MBA, Finance
Fairfield University 1981 — 1985
BS, Physics
GeoBlue April 2015 - Present
GeoBlue July 2013 - March 2015
Landmark Partners September 2012 - December 2012
Sandpiper Partners LLC May 2012 - September 2012
Skills
Salesforce.com, Sales Presentations, Sales, Webinars, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, English, Windows, Outlook
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Biology, General
Rutgers Business School 2012 — 2012
A
The Loomis Chaffee School 2005 — 2009
HIG Capital August 2008 - Present
Morgan Stanley, Inc June 2007 - August 2007
Landmark Partners 2002 - 2006
Standard & Poor's August 2001 - March 2002
Skills
Financial Modeling, Due Diligence, Valuation, Investments, Mergers, Private Equity, Portfolio Management, LBO, Venture Capital, Financial Analysis, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Management
Babson College 1997 — 2001
Bachelor of Science (B.S.), Finance
Landmark Partners April 2014 - Present
Landmark Partners February 2005 - March 2014
Private Equity Consultant 2002 - 2005
Seacoast Capital 1994 - 2002
Signal Capital 1990 - 1997
Skills
Venture Capital, Private Equity, Investments, Due Diligence, Start-ups, Valuation, Negotiation, Asset Management, Mergers, Corporate Development, Restructuring, Deal Structuring, Financial Modeling, Loans, Debt, Investment Banking, Portfolio Management, Hedge Funds
Education
Harvard Business School 1982 — 1984
MBA
Stanford University 1975 — 1979
AB, Economics
Landmark Partners January 1997 - Present
Education
Bay Path University 1978 — 1980
Associate's Degree
BSV Consulting Group February 2011 - Present
Ampersand Capital Partners October 2007 - February 2011
Landmark Partners January 2006 - October 2007
Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Emerging Markets, Start-ups, Financial Modeling, Market Research, International..., Investments, Strategy, Marketing Strategy, Business Strategy, Capital Markets, Growth Capital, Buyouts, Competitive Analysis, Competitive Intelligence, New Business Development, Financial Analysis, Customer Retention, Net Promoter Score, Brand Management, Brand Positioning..., Management Due Diligence, Organizational Behavior, Cross-functional Team..., Marketing Research, Primary Research, Channel Strategy, Program Management, Business Development, Business Planning, Business Intelligence, Benchmarking, Medical Devices, Lighting, Healthcare Consulting, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, General Management, Strategy
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics (Concentration in Behavioral Economics & Psychology)
T3 Trading Group, LLC July 2012 - Present
Ipreo June 2011 - May 2012
Weeden & Co. June 2010 - August 2010
Landmark Partners February 2009 - May 2009
RBC Wealth Management – Private Banking February 2009 - May 2009
Skills
Bloomberg, Trading, Economics, Bloomberg Terminal, Investments, Securities, Equity Trading, Portfolio Management
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
Landmark Partners February 2008 - Present
Tudor Investment Corporation March 2005 - February 2008
JPMorgan Partners May 2002 - March 2005
Morgan Stanley September 1998 - May 2002
KPMG December 1996 - September 1998
Movado Group, Inc. September 1994 - December 1996
Education
Siena College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Landmark Partners February 2015 - Present
Newmark Grubb Knight Frank January 2014 - January 2015
Rockwood Real Estate Advisors October 2012 - December 2013
Cornish & Carey Commercial May 2011 - September 2012
Student Managed Investment Portfolio Organization May 2009 - May 2010
Student Managed Investment Portfolio Organization September 2007 - May 2008
Student Managed Investment Portfolio Organization October 2006 - May 2007
Skills
Portfolio Management, Valuation, Investments, Economics, Industry Analysis, Commercial Real Estate, Argus Modeling, Microsoft Excel, PowerPoint, Broker Opinion of Value, Product Offerings, Financial Analysis, Management, Financial Modeling, Cash Flow Forecasting, Underwriting, Finance, Competitive Analysis, Investment Properties, Real Estate Transactions, Real Estate Economics, Due Diligence
Education
Radford University - College of Business and Economics 2006 — 2010
Undergraduate, Finance, Economics
Loudoun County High School 2002 — 2006
Landmark Partners June 2013 - Present
NYC Retirement System January 2011 - May 2013
Nottingham Capital Management, LLC October 2009 - December 2010
Pomona Capital March 2006 - December 2008
AXA Private Equity February 2000 - March 2006
Skills
Private Equity, Due Diligence, Management, Investments, Venture Capital, Negotiation, Alternative Investments, LBO, Entrepreneurship, Valuation, Fund Of Funds, Endowments, Investment Banking, Hedge Funds, Mezzanine, Buyouts, Growth Capital, Deal Sourcing
Education
Tulane University 1987 — 1991
BA, Economics
Spectrum Equity Investors August 2009 - Present
Tudor Investment Corporation March 2004 - June 2007
Landmark Partners March 2002 - March 2004
Education
Harvard Business School 2007 — 2009
Bowdoin College 1997 — 2002
2002, Economics
H.I.G. Growth Partners / H.I.G. Capital 2007 - Present
Landmark Partners 2005 - 2007
Expedia, Inc 2004 - 2004
AH Ventures 2000 - 2003
Adams Harkness 1998 - 2000
Skills
Due Diligence, E-commerce, Mergers, Private Equity, Venture Capital, Corporate Development, Finance, Equities, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
Equinox April 2012 - Present
My Book January 2012 - Present
Personal Consulting Services (formerly Procella Partners) September 2009 - Present
Beloved Yoga April 2013 - August 2015
WAVE Equity Partners June 2007 - March 2009
Landmark Partners March 2002 - September 2008
Spencer Partners October 2001 - March 2002
PricewaterhouseCoopers/Wheelhouse July 1999 - April 2001
DWS Investments July 1998 - December 1998
Skills
Global Business..., Marketing Communications, Investor Relations, Venture Capital, Private Equity, Investments, Entrepreneur, Renewable Energy, Entrepreneurship, Business Planning, Alternative Investments, Valuation, Financial Modeling, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Finance, Equities, Yoga, Finance, Financial Services, Management, Mutual Funds, Corporate Development, Strategy, Leadership, International Business, Investment Strategies, Asset Management, Consulting
Education
Beloved Yoga 2011 — 2012
500 hr Yoga Teacher Training
Rolf Gates 2010 — 2011
200 hr Vinyasa Teacher Training
University of South Carolina - Darla Moore School of Business 1997 — 1999
IMBA
Penn State University 1989 — 1993
BS
State Teachers Retirement System of Ohio August 2014 - Present
Landmark Partners June 2013 - July 2014
RXR Realty September 2007 - June 2013
HFF 2007 - 2008
Shearman & Sterling LLP June 2006 - July 2007
Skills
Litigation, Real Estate Transactions, Due Diligence, Real Estate, Real Estate Economics, Real Estate Development, Commercial Real Estate, Legal Research, Asset Management, Legal Writing, Valuation, Real Estate Financing, Disposition, Leases, Contract Negotiation
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Applied Economics and Management
University of Hartford May 2015 - Present
CRG - Capital Recovery Group September 2014 - May 2015
Landmark Partners June 2011 - July 2014
UBS Global Asset Management / UBS Realty Investors April 2006 - July 2011
Fairfield County Community Foundation March 2004 - April 2006
The Taft School June 1998 - December 2002
PricewaterhouseCoopers June 1995 - June 1998
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Financial Modeling, Private Equity, Real Estate, Corporate Real Estate, Real Estate Transactions, Higher Education, Operations Management, Financial Services, Process Improvement, Business Analysis, Cash Flow, Cash Management, Cash Flow Forecasting, Investments, Alternative Investments, Institutional..., Endowments, Endowment Funds, Foundations, Investment Management, Return on Investment, Business Valuation, Supervisory Skills, Budgets, Finance, Due Diligence, Accounting
Education
University of Connecticut 1991 — 1995
UBS 2007 - Present
Marsh & McLennan 2006 - 2007
Marsh & McLennan 2005 - 2005
Landmark Partners 2004 - 2004
Education
Trinity College-Hartford 2002 — 2006
BA, Economics
The Rivers School 1996 — 2002
Industry Capital Advisors, LLC. September 2014 - Present
The Davis Companies January 2013 - August 2014
Long Wharf Real Estate Partners October 2010 - December 2012
Landmark Partners June 2008 - October 2010
Silver Portal Capital June 2006 - May 2008
Marsh & McLennan Companies, Inc. May 2005 - August 2005
University of Vermont May 2003 - August 2003
Skills
Investments, Investment Banking, Private Equity, Equities, Due Diligence, Valuation, Financial Structuring, Investor Relations, Financial Modeling, Real Estate Private..., Writing, Public Relations, Marketing Communications, Capital Markets, Acquisitions, Mergers & Acquisitions, Real Estate Transactions, Brokerage, Business Strategy, Product Marketing, Entrepreneurship
Education
Cornell University
Bachelor's Degree, Economics
Raymond James Financial Inc. November 2012 - Present
Raymond James Financial 2009 - November 2012
Lane Berry & Co July 2005 - April 2009
Landmark Partners June 1999 - May 2003
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
Bowdoin College 1995 — 1999
Hotchkiss 1994 — 1995
RE/MAX Fine Properties REALTORRE/MAX Fine PropertiesNovember 2004 - Present
Landmark Partners 2010 - 2010
Education
Baylor University - Hankamer School of Business 1984 — 1988
Resources Global Professionals July 2004 - Present
Leading Asset Management and Securities Servicing Company February 2011 - January 2013
Federal Home Loan Bank of Pittsburgh August 2008 - December 2010
Bayer Corporate Business Service July 2006 - July 2008
Federal Home Loan Bank of Pittsburgh July 2004 - June 2006
Power Insights International June 1999 - June 2004
US Mills, LLC January 2002 - February 2003
Stride Rite 2000 - 2002
Fleet Bank June 1998 - June 2000
Landmark Partners 1994 - 1997
Skills
Problem Solving, Risk, Internal Controls, Internal Audit, Credit, Financial Risk, Enterprise Risk...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MS-MoIS, Information Systems Management
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Accounting & Finance
Penn State University 1986 — 1990
BS, Finance & Economics
Landmark Partners March 2005 - Present
Education
Georgia Southern University 1993 — 1997
Landmark Partners October 2012 - Present
PricewaterhouseCoopers September 1996 - October 2012
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, SEC filings, US GAAP, Accounting, Financial Reporting, GAAP, Assurance, Tax, Big 4, External Audit
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Landmark Partners July 2007 - Present
McKinsey & Company June 2007 - August 2007
Vinson and Elkins June 2005 - September 2006
Goldman Sachs June 2003 - August 2003
Skills
Private Equity, Venture Capital, Corporate Development, LBO, Investor Relations, Portfolio Management, Deal Sourcing, Financial Analysis, Fund Of Funds, Strategy
Education
Harvard Business School 2004 — 2008
JD/MBA
Harvard Law School 2004 — 2007
JD, Law
Duke University 2000 — 2004
BA, Economics
Campion Trading Partners, LLC July 2013 - Present
Quarry Hill Partners LLC June 2006 - June 2013
Landmark Partners February 2000 - June 2006
Mac-Gray Corporation April 1996 - January 1999
American Capital Strategies January 1992 - March 1996
Drexel Burnham Lambert 1983 - 1990
United States Marine Corps April 1972 - September 1980
Skills
Private Equity, Venture Capital, Hedge Funds, Alternative Investments, Equities, Mergers & Acquisitions, Valuation, Due Diligence, Investments, Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Modeling, Corporate Development, Private Placements, Mutual Funds, Research, Trading
Education
Harvard Business School 1981 — 1983
Master of Business Administration (MBA)
Purdue University 1974 — 1977
Applied Mathematics
Landmark Partners July 2013 - Present
Harvard University August 2011 - May 2013
Woori Investment & Securities September 2008 - August 2010
Jones Lang LaSalle July 2005 - August 2008
Skills
Valuation, Due Diligence, Investments, Private Equity, Financial Modeling, Asset Management, Financial Modelling, Investment Proposal..., Asset Allocation &..., Risk evaluation &..., SPV based project..., Macro economic and RE..., Asset Managment
Education
Harvard University, Graduate School of Design 2011 — 2012
Master in Design Studies, Real Estate Investment & Finance
Fudan University 2001 — 2005
B.A., Journalism
Landmark Partners 2003 - Present
Boston Capital Private Equity Partners 2001 - 2002
Triumph Capital Group 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Private Equity, LBO, Venture Capital, Alternative Investments, Asset Management
Education
Brown University 1992 — 1996
Bachelor's degree, Double Major in International Relations and Business, Entrepreneurship and Organizations
Landmark Partners July 2002 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Smith College 1998 — 2002
BA, Economics
Landmark Partners October 2013 - Present
Landmark Partners May 2012 - September 2013
Landmark Partners April 2011 - May 2012
Cambridge Associates August 2008 - April 2011
Putnam Investments August 2006 - July 2008
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Modeling
Education
Merrimack College 2004 — 2008
BS, Finance
Landmark Partners
Skills
Due Diligence
Education
Fairfield University
Yelp September 2014 - Present
Landmark Partners June 2010 - July 2014
Skills
Microsoft Excel, Microsoft Word, Outlook, Outlook Express, Bloomberg Terminal, Capital IQ, Portfolio Management, Private Equity, Financial Modeling, Investments, Economics, Venture Capital, Alternative Investments, Hedge Funds, Microsoft Office
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Economics
Farmington High School 2003 — 2006
Capital One August 2015 - Present
XL Catlin June 2012 - July 2015
University of Connecticut Endowment September 2011 - April 2012
Landmark Partners June 2011 - August 2011
Schlumberger LTD, Abu Dhabi, UAE December 2007 - April 2010
Skills
Financial Modeling, VBA, Data Analysis, Risk Management, Finance, C, Process Improvement, Access, Stochastic Modeling, Capital Modeling, Solvency II, ReMetrica, Insurance, Reinsurance, Economic Capital, Macro, ESG, GEMS, Market Risk, Credit Risk, Asset Liability..., Value-At-Risk (VaR), Correlation Analysis, Capital Allocation, Capital Adequacy, Strategic Planning
Education
The University of Connecticut 2010 — 2012
MBA, Finance, 3.96
Nanyang Technological University 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
Dai hoc Da Nang
Landmark Partners
Education
Central Connecticut State University
Western Connecticut State University
Carl Marks June 2011 - Present
Piper Jaffray June 2008 - July 2010
Piper Jaffray June 2007 - August 2007
Landmark Partners June 2006 - August 2006
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Science (B.S.), Economics
Montclair Kimberley Academy 2001 — 2004
Landmark Partners March 2012 - May 2014
Lazard July 2010 - February 2012
Miller Buckfire June 2009 - August 2009
US Securities and Exchange Commission April 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Due Diligence, Underwriting
Education
Georgetown University - The McDonough School of Business 2008 — 2010
B.S., Finance
Landmark Partners 2013 - 2014
Goldman Sachs 2012 - 2012
Daishin Securities Research 2011 - 2011
Headquarters Battery Fires Brigade, 2nd Infantry Division, 8th US Army, Korea 2007 - 2009
Education
Brown University 2015 — 2016
Master's Degree, Computer Science
Brown University
Bachelor of Science (BSc), Applied Math - Computer Science
Avon Old Farms School
Burgiss May 2014 - August 2014
Landmark Partners May 2013 - August 2013
Skills
Economics, Private Equity, Microsoft Excel, Policy
Education
University of Minnesota-Twin Cities 2011 — 2015
Landmark Partners July 2015 - Present
Chestnut Partners, Inc May 2014 - July 2014
Nexage May 2013 - July 2013
Procured Health July 2012 - August 2012
Dedham Country Day Summer Camp June 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, SQL, Problem Solving, Mathematics, R, Stata, Multi Tasking, Writing
Education
Williams College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and Economics
Milton Academy 2007 — 2011
The London School of Economics and Political Science (LSE)
Finance, General