Lateef Investment Management
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Lateef Investment Management Employees
Employee
Years
Job
Industry
David Tudor David Tudor's Lateef Investment Management Experience October 2003 - February 2013
Job Operations at Bayshore Global Management LLC
Industry Investment Management
Experience
Lateef Investment Management October 2003 - February 2013
NA 2010 - 2011
NA 2010 - 2010
RCM Capital Management 2000 - September 2003
Education
University of Southern California 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, International Business/Finance
Saint Ignatius High School 1992 — 1996
Lateef Investment Management October 2003 - February 2013
NA 2010 - 2011
NA 2010 - 2010
RCM Capital Management 2000 - September 2003
Education
University of Southern California 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, International Business/Finance
Saint Ignatius High School 1992 — 1996
Lauren Hval Lauren Hval's Lateef Investment Management Experience June 2010 - August 2014
Job Research Assistant at Developmental Sociobiology Lab
Industry
Experience
EMU Coffee Outlets December 2013 - Present
Developmental Sociobiology Lab 2013 - Present
Courageous Kids June 2014 - September 2014
Lateef Investment Management June 2010 - August 2014
EMU Coffee Outlets September 2013 - December 2013
Cinetopia, LLC June 2011 - August 2011
Skills
Time Management, Microsoft Office, Leadership, Data Analysis, Research, Psychology, Public Speaking, Customer Service, Teamwork, Community Outreach, Data Entry, PowerPoint, Management, Microsoft Word, Microsoft Excel, Social Media, Teaching, English, Social Networking, Data Collection
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Psychology, with minors in both Business and Substance Abuse & Prevention, 3.68
Lincoln High School 2008 — 2011
EMU Coffee Outlets December 2013 - Present
Developmental Sociobiology Lab 2013 - Present
Courageous Kids June 2014 - September 2014
Lateef Investment Management June 2010 - August 2014
EMU Coffee Outlets September 2013 - December 2013
Cinetopia, LLC June 2011 - August 2011
Skills
Time Management, Microsoft Office, Leadership, Data Analysis, Research, Psychology, Public Speaking, Customer Service, Teamwork, Community Outreach, Data Entry, PowerPoint, Management, Microsoft Word, Microsoft Excel, Social Media, Teaching, English, Social Networking, Data Collection
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Psychology, with minors in both Business and Substance Abuse & Prevention, 3.68
Lincoln High School 2008 — 2011
Nicole Kucewicz Nicole Kucewicz's Lateef Investment Management Experience October 2011 - March 2012
Job Marketing Associate, Institutional Marketing at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Allianz Global Investors October 2012 - August 2014
Allianz Global Investors July 2012 - August 2012
Lateef Investment Management October 2011 - March 2012
RCM (a member of Allianz Global Investors) May 2010 - October 2011
Fisher Investments March 2008 - November 2009
Fisher Investments May 2007 - March 2008
Swanson Services Corporation February 2006 - April 2007
Denver Doubletree Hotel April 2000 - April 2007
Colorado State Capitol January 2005 - May 2005
Skills
Research, Microsoft Office, Proposal Writing, Database Administration, Proofreading, FactSet, RFP Generation, RFP Design, Writing, News Writing, Creative Writing, Volunteering, Leadership, Alumni Relations, Team Leadership, Political Science, State Politics, American Politics, Editing, Newspaper Design, Investment Management..., Hospitality Industry, Private Client Services, Client Service..., QuarkXPress, Adobe, Asset Allocation, Mutual Funds, Asset Management, Sales, Investments, Equities, Marketing
Education
Colorado State University 2000 — 2005
Double Bachelor of Arts Degree, Political Science and Liberal Arts with a Concentration in the Social Sciences
Allianz Global Investors August 2014 - Present
Allianz Global Investors October 2012 - August 2014
Allianz Global Investors July 2012 - August 2012
Lateef Investment Management October 2011 - March 2012
RCM (a member of Allianz Global Investors) May 2010 - October 2011
Fisher Investments March 2008 - November 2009
Fisher Investments May 2007 - March 2008
Swanson Services Corporation February 2006 - April 2007
Denver Doubletree Hotel April 2000 - April 2007
Colorado State Capitol January 2005 - May 2005
Skills
Research, Microsoft Office, Proposal Writing, Database Administration, Proofreading, FactSet, RFP Generation, RFP Design, Writing, News Writing, Creative Writing, Volunteering, Leadership, Alumni Relations, Team Leadership, Political Science, State Politics, American Politics, Editing, Newspaper Design, Investment Management..., Hospitality Industry, Private Client Services, Client Service..., QuarkXPress, Adobe, Asset Allocation, Mutual Funds, Asset Management, Sales, Investments, Equities, Marketing
Education
Colorado State University 2000 — 2005
Double Bachelor of Arts Degree, Political Science and Liberal Arts with a Concentration in the Social Sciences
Simeon Wallis Simeon Wallis's Lateef Investment Management Experience September 2010 - September 2011
Job Lead Director, member of the Board of Directors at Guardian Fueling Technologies
Industry Investment Management
Experience
Guardian Fueling Technologies July 2015 - Present
ValorBridge Partners May 2013 - Present
The Wallis Advisory Group July 2012 - August 2015
Lateef Investment Management September 2010 - September 2011
Cramer Rosenthal McGlynn September 2008 - August 2010
Evercore Asset Management February 2006 - June 2008
Gabelli Asset Management August 2004 - February 2006
Wharton August 2002 - May 2004
SoundView Ventures April 2000 - June 2002
Accenture Strategic Services 1997 - 1999
Skills
Valuation, Equities, Asset Management, Portfolio Management, Hedge Funds, Business Valuation, Equity Research, Financial Modeling, Investments, Industry Analysis, Private Equity, Bloomberg, Financial Analysis, Value Investing, Due Diligence, Equity Valuation, Financial Markets, Business Strategy, Alternative Investments, Venture Capital, Competitive Analysis, Fundamental Research, Research, Investment Strategies, Finance, Mutual Funds, Investment Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelor of Arts, History, cum laude
Hunter College High School 1987 — 1993
Guardian Fueling Technologies July 2015 - Present
ValorBridge Partners May 2013 - Present
The Wallis Advisory Group July 2012 - August 2015
Lateef Investment Management September 2010 - September 2011
Cramer Rosenthal McGlynn September 2008 - August 2010
Evercore Asset Management February 2006 - June 2008
Gabelli Asset Management August 2004 - February 2006
Wharton August 2002 - May 2004
SoundView Ventures April 2000 - June 2002
Accenture Strategic Services 1997 - 1999
Skills
Valuation, Equities, Asset Management, Portfolio Management, Hedge Funds, Business Valuation, Equity Research, Financial Modeling, Investments, Industry Analysis, Private Equity, Bloomberg, Financial Analysis, Value Investing, Due Diligence, Equity Valuation, Financial Markets, Business Strategy, Alternative Investments, Venture Capital, Competitive Analysis, Fundamental Research, Research, Investment Strategies, Finance, Mutual Funds, Investment Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelor of Arts, History, cum laude
Hunter College High School 1987 — 1993
Bobby Chapman Bobby Chapman's Lateef Investment Management Experience June 2006 - April 2010
Job Retail Sales/Marketing Analyst
Industry Banking
Experience
Brookline Bank November 2013 - Present
Brookline Bank November 2012 - November 2013
GMAC Insurance January 2012 - July 2012
Bedell Frazier Investment Counselling November 2010 - December 2011
Lateef Investment Management June 2006 - April 2010
Bobby Chapman's Private Lifeguarding Services January 2004 - 2010
Skills
Finance, Management, QuickBooks, Analysis, Microsoft Excel, Account Management, Marketing, Customer Service, Accounting, Financial Analysis, Research, Data Analysis, Financial Modeling, Banking, Sales, Equities, Valuation, Account Reconciliation, Microsoft Office, Investments
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Master of Business Administration (M.B.A.), Investments, Mutual Fund Management, Corporate Finance
St. John's University 2006 — 2010
B.A, Accounting and Finance; Finance
Marin Catholic 2002 — 2006
Brookline Bank November 2013 - Present
Brookline Bank November 2012 - November 2013
GMAC Insurance January 2012 - July 2012
Bedell Frazier Investment Counselling November 2010 - December 2011
Lateef Investment Management June 2006 - April 2010
Bobby Chapman's Private Lifeguarding Services January 2004 - 2010
Skills
Finance, Management, QuickBooks, Analysis, Microsoft Excel, Account Management, Marketing, Customer Service, Accounting, Financial Analysis, Research, Data Analysis, Financial Modeling, Banking, Sales, Equities, Valuation, Account Reconciliation, Microsoft Office, Investments
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Master of Business Administration (M.B.A.), Investments, Mutual Fund Management, Corporate Finance
St. John's University 2006 — 2010
B.A, Accounting and Finance; Finance
Marin Catholic 2002 — 2006
Jennifer Solm Jennifer Solm's Lateef Investment Management Experience April 2014 - March 2015
Job Client Operations
Industry Financial Services
Experience
Lateef Investment Management April 2014 - March 2015
UBS Financial Services Inc. - Wealth Management October 2010 - March 2014
Northern Trust June 2007 - February 2010
Jackson National Asset Management October 2005 - April 2007
Van Kampen Investments August 2004 - August 2005
Van Kampen Investments November 2003 - August 2004
Skills
Mutual Funds, Series 7, Equities, Investments, Fixed Income, Series 63, Bloomberg, Securities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Uniform Combined State..., Hedge Funds, Derivatives, Financial Modeling, FINRA, Finance, Trading
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Lateef Investment Management April 2014 - March 2015
UBS Financial Services Inc. - Wealth Management October 2010 - March 2014
Northern Trust June 2007 - February 2010
Jackson National Asset Management October 2005 - April 2007
Van Kampen Investments August 2004 - August 2005
Van Kampen Investments November 2003 - August 2004
Skills
Mutual Funds, Series 7, Equities, Investments, Fixed Income, Series 63, Bloomberg, Securities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Uniform Combined State..., Hedge Funds, Derivatives, Financial Modeling, FINRA, Finance, Trading
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Jeff Clark, CPA's Lateef Investment Management Experience September 2013 - January 2015
Job Controller at Agile Hedge Solutions, LLC
Industry Financial Services
Experience
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
John Shepherd John Shepherd's Lateef Investment Management Experience February 2005 - April 2013
Job Vice President, Wealth Advisor at Columbia Bank
Industry Financial Services
Experience
Columbia Bank November 2014 - Present
East Coast Asset Management October 2013 - November 2014
Lateef Investment Management February 2005 - April 2013
Fidelity Investments January 2000 - February 2005
Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds
Education
City University of New York 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
St Anselm College 1976 — 1980
Bachelor of Science (BS), Economics
William H. Hall High School, West Hartford CT 1974 — 1976
Kingswood Oxford School, West Hartford, CT 1972 — 1974
Columbia Bank November 2014 - Present
East Coast Asset Management October 2013 - November 2014
Lateef Investment Management February 2005 - April 2013
Fidelity Investments January 2000 - February 2005
Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds
Education
City University of New York 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
St Anselm College 1976 — 1980
Bachelor of Science (BS), Economics
William H. Hall High School, West Hartford CT 1974 — 1976
Kingswood Oxford School, West Hartford, CT 1972 — 1974
Steven Alderson Steven Alderson's Lateef Investment Management Experience February 2006 - September 2011
Job Administrator
Industry Financial Services
Experience
Pantheon Ventures April 2015 - Present
Burson-Marsteller March 2012 - April 2015
Lateef Investment Management February 2006 - September 2011
Seneca Capital Management July 2002 - September 2005
Red Roof Inn November 2000 - June 2002
McMorgan & Company August 1998 - November 2000
Skills
Project Management, Bloomberg, Media Relations, Investments, Finance, Strategic Planning, Account Reconciliation, Banking, Trading, Portfolio Management, System Administration
Education
St. Cloud State University
Bachelor of Science; Bachelor of Arts, Speech Communications, Personnel Management emphasis; Psychology
Pantheon Ventures April 2015 - Present
Burson-Marsteller March 2012 - April 2015
Lateef Investment Management February 2006 - September 2011
Seneca Capital Management July 2002 - September 2005
Red Roof Inn November 2000 - June 2002
McMorgan & Company August 1998 - November 2000
Skills
Project Management, Bloomberg, Media Relations, Investments, Finance, Strategic Planning, Account Reconciliation, Banking, Trading, Portfolio Management, System Administration
Education
St. Cloud State University
Bachelor of Science; Bachelor of Arts, Speech Communications, Personnel Management emphasis; Psychology
Parker O'Sullivan's Lateef Investment Management Experience August 2015 - Present
Job Relationship Management at Lateef Investment Management
Industry Investment Management
Experience
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Alex Varner Alex Varner's Lateef Investment Management Experience May 2008 - February 2010
Job Director of Research at Main Management
Industry Investment Management
Experience
Main Management July 2012 - Present
Main Management June 2011 - August 2011
Lateef Investment Management May 2008 - February 2010
Hunton & Williams LLP September 2007 - April 2008
Skills
Financial Modeling, Investment Research, Capital Markets, Corporate Finance, Financial Analysis, Investments, Mergers, Data Analysis, Mergers & Acquisitions, Fixed Income, Portfolio Management, Derivatives, Alternative Investments, Investment Management, Finance, Running, Business Administration, Research, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master, Business Administration
Davidson College 2003 — 2007
Bachelor of Arts, French
Main Management July 2012 - Present
Main Management June 2011 - August 2011
Lateef Investment Management May 2008 - February 2010
Hunton & Williams LLP September 2007 - April 2008
Skills
Financial Modeling, Investment Research, Capital Markets, Corporate Finance, Financial Analysis, Investments, Mergers, Data Analysis, Mergers & Acquisitions, Fixed Income, Portfolio Management, Derivatives, Alternative Investments, Investment Management, Finance, Running, Business Administration, Research, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master, Business Administration
Davidson College 2003 — 2007
Bachelor of Arts, French
Jessica Hong Jessica Hong's Lateef Investment Management Experience 2013 - 2014
Job Investor Relations & Marketing Professional
Industry Financial Services
Experience
DCI 2015 - Present
Lateef Investment Management 2013 - 2014
Pantheon Ventures 2007 - 2013
Windham Capital Management 2006 - 2007
Basswood 2005 - 2006
Skills
Private Equity, Business Planning, Financial Services, Venture Capital, Institutional..., Investor Relations, Buyouts, Fund Of Funds, Fundraising, Superior Client Service, Marketing, Consulting, Strategies, Strategy, Business Development, Investment Strategies, Equities
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business Administration
DCI 2015 - Present
Lateef Investment Management 2013 - 2014
Pantheon Ventures 2007 - 2013
Windham Capital Management 2006 - 2007
Basswood 2005 - 2006
Skills
Private Equity, Business Planning, Financial Services, Venture Capital, Institutional..., Investor Relations, Buyouts, Fund Of Funds, Fundraising, Superior Client Service, Marketing, Consulting, Strategies, Strategy, Business Development, Investment Strategies, Equities
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business Administration
Ken Vella Ken Vella's Lateef Investment Management Experience June 2009 - January 2010
Job Field Sales Manager at Okta, Inc.
Industry Information Technology and Services
Experience
Okta, Inc. February 2015 - Present
Okta, Inc. May 2013 - January 2015
Yammer, Inc. October 2011 - April 2013
HighMark Capital Management September 2011 - October 2011
HighMark Capital Management March 2010 - October 2011
HighMark Capital Management March 2010 - September 2010
Lateef Investment Management June 2009 - January 2010
Franklin Templeton Investments October 2005 - February 2009
Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics
Juniperro Serra High School 1996 — 2000
High School Degree
Okta, Inc. February 2015 - Present
Okta, Inc. May 2013 - January 2015
Yammer, Inc. October 2011 - April 2013
HighMark Capital Management September 2011 - October 2011
HighMark Capital Management March 2010 - October 2011
HighMark Capital Management March 2010 - September 2010
Lateef Investment Management June 2009 - January 2010
Franklin Templeton Investments October 2005 - February 2009
Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics
Juniperro Serra High School 1996 — 2000
High School Degree
Jacquelyn Musgrave's Lateef Investment Management Experience March 2008 - September 2011
Job
Industry Investment Management
Experience
Crimson Wine Group May 2012 - Present
V2 Wine Group September 2011 - March 2012
Lateef Investment Management March 2008 - September 2011
Premier Pacific Vineyards October 2006 - February 2008
Janus Capital Group February 2003 - October 2006
Skills
Forecasting, Financial Modeling, Investments, Mutual Funds, Financial Analysis, Equities, Investment Management, Asset Allocation, Alternative Investments, Finance, Corporate Finance, Series 63, Investment Strategies
Education
University of Denver - Daniels College of Business 2001 — 2005
Masters
University of Colorado Boulder 1993 — 1995
BA
Crimson Wine Group May 2012 - Present
V2 Wine Group September 2011 - March 2012
Lateef Investment Management March 2008 - September 2011
Premier Pacific Vineyards October 2006 - February 2008
Janus Capital Group February 2003 - October 2006
Skills
Forecasting, Financial Modeling, Investments, Mutual Funds, Financial Analysis, Equities, Investment Management, Asset Allocation, Alternative Investments, Finance, Corporate Finance, Series 63, Investment Strategies
Education
University of Denver - Daniels College of Business 2001 — 2005
Masters
University of Colorado Boulder 1993 — 1995
BA
Rob Horvath's Lateef Investment Management Experience September 2008 - January 2011
Job Chief Operating Officer/Chief Compliance Officer at ABR Investment Strategy, LLC
Industry Financial Services
Experience
ABR Investment Strategy, LLC March 2011 - Present
Lateef Investment Management September 2008 - January 2011
Standard Pacific Capital June 2006 - August 2008
U.S. Securities & Exchange Commission May 2005 - June 2006
Banc of America Securities, LLC December 2000 - May 2005
Paul Hastings Janofsky & Walker PC August 1998 - December 2000
Skills
Compliance, Securities Regulation, Venture Capital, Private Equity, Hedge Funds, Investment Advisory, Operations Management, Alternative Investments, Due Diligence, Investment Management, Prime Brokerage, Corporate Finance, Investments, Investment Banking, Mutual Funds, Financial Services, Securities, Asset Management, Equities, Series 7, Series 63, Capital Markets, Portfolio Management, Equity Research, Investor Relations, Fund Administration, AML, FINRA, Series 24, Anti Money Laundering, Fixed Income, Fund Of Funds, Trading
Education
Tulane University Law School
JD, Common Law Curriculum
University of California, Los Angeles
BA, Political Science, Business Administration
ABR Investment Strategy, LLC March 2011 - Present
Lateef Investment Management September 2008 - January 2011
Standard Pacific Capital June 2006 - August 2008
U.S. Securities & Exchange Commission May 2005 - June 2006
Banc of America Securities, LLC December 2000 - May 2005
Paul Hastings Janofsky & Walker PC August 1998 - December 2000
Skills
Compliance, Securities Regulation, Venture Capital, Private Equity, Hedge Funds, Investment Advisory, Operations Management, Alternative Investments, Due Diligence, Investment Management, Prime Brokerage, Corporate Finance, Investments, Investment Banking, Mutual Funds, Financial Services, Securities, Asset Management, Equities, Series 7, Series 63, Capital Markets, Portfolio Management, Equity Research, Investor Relations, Fund Administration, AML, FINRA, Series 24, Anti Money Laundering, Fixed Income, Fund Of Funds, Trading
Education
Tulane University Law School
JD, Common Law Curriculum
University of California, Los Angeles
BA, Political Science, Business Administration
Michael Im's Lateef Investment Management Experience June 2013 - Present
Job Investment Professional
Industry Investment Management
Experience
Lateef Investment Management June 2013 - Present
Kiitos Capital Management January 2012 - May 2013
Cantillon Capital Management LLC June 2010 - August 2010
Dodge & Cox June 2005 - April 2009
Skills
Industry Analysis, Valuation, Equities, Equity Research, Asset Management, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Market Analysis, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
BS
Lateef Investment Management June 2013 - Present
Kiitos Capital Management January 2012 - May 2013
Cantillon Capital Management LLC June 2010 - August 2010
Dodge & Cox June 2005 - April 2009
Skills
Industry Analysis, Valuation, Equities, Equity Research, Asset Management, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Market Analysis, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
BS
Eric Winterhalter's Lateef Investment Management Experience February 2014 - Present
Job Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Heather Conlan Slate's Lateef Investment Management Experience February 2011 - August 2015
Job Director of Compliance
Industry Financial Services
Experience
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Conni Brinkman's Lateef Investment Management Experience June 2008 - March 2009
Job Managing Director at Quantum Capital Management
Industry Investment Management
Experience
Quantum Capital Management September 2009 - September 2011
Lateef Investment Management June 2008 - March 2009
RCM Capital Management January 2001 - March 2008
Lazard Asset Management June 1999 - January 2001
Atalanta/Sosnoff Capital Corporation September 1998 - June 1999
Sanford C. Bernstein & Co, Inc. September 1996 - September 1998
Education
Boston College 1992 — 1996
B.S., Finance
Quantum Capital Management September 2009 - September 2011
Lateef Investment Management June 2008 - March 2009
RCM Capital Management January 2001 - March 2008
Lazard Asset Management June 1999 - January 2001
Atalanta/Sosnoff Capital Corporation September 1998 - June 1999
Sanford C. Bernstein & Co, Inc. September 1996 - September 1998
Education
Boston College 1992 — 1996
B.S., Finance
Robert Flora, CIMA®'s Lateef Investment Management Experience February 2012 - Present
Job Director, Client Services at Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2012 - Present
Morgan Stanley Smith Barney January 2006 - February 2012
Legg Mason November 2000 - January 2006
T. Rowe Price July 1998 - November 2000
Education
Loyola College in Maryland 1994 — 1998
BBA, Finance
Farmingdale High School
Lateef Investment Management February 2012 - Present
Morgan Stanley Smith Barney January 2006 - February 2012
Legg Mason November 2000 - January 2006
T. Rowe Price July 1998 - November 2000
Education
Loyola College in Maryland 1994 — 1998
BBA, Finance
Farmingdale High School
Peter Phan's Lateef Investment Management Experience December 2014 - Present
Job Investment Marketing & Operations
Industry Investment Management
Experience
Lateef Investment Management December 2014 - Present
Prologis (Private Equity) July 2012 - April 2014
Ashfield Capital Partners April 2008 - August 2010
Husic Capital Management October 2007 - April 2008
McMorgan and Company Investment Management July 2000 - December 2006
Education
Golden Gate University
B.S., Business Administration (cum laude)
Lateef Investment Management December 2014 - Present
Prologis (Private Equity) July 2012 - April 2014
Ashfield Capital Partners April 2008 - August 2010
Husic Capital Management October 2007 - April 2008
McMorgan and Company Investment Management July 2000 - December 2006
Education
Golden Gate University
B.S., Business Administration (cum laude)
Zachary Luke, MBA's Lateef Investment Management Experience February 2014 - Present
Job Investment Operations Specialist at Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2014 - Present
City of Pleasanton April 2013 - January 2014
West Studios August 2012 - February 2013
Enterprise Rent-A-Car December 2007 - February 2011
Roost Home Furnishing June 2007 - November 2007
Bridger Commercial Funding LLC April 2007 - June 2007
Skills
Accounts Receivable, General Ledger, Accounting, Finance, Auditing, Forecasting, Account Reconciliation, Analysis, Budgets, Invoicing, Credit, Financial Statements, Corporate Finance, Financial Accounting
Education
St. Mary's College of California 2011 — 2013
Master of Business Administration (MBA), Business/Finance, 3.51
Linfield College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance, 3.43
Gateway High School 1998 — 2002
3.67
Lateef Investment Management February 2014 - Present
City of Pleasanton April 2013 - January 2014
West Studios August 2012 - February 2013
Enterprise Rent-A-Car December 2007 - February 2011
Roost Home Furnishing June 2007 - November 2007
Bridger Commercial Funding LLC April 2007 - June 2007
Skills
Accounts Receivable, General Ledger, Accounting, Finance, Auditing, Forecasting, Account Reconciliation, Analysis, Budgets, Invoicing, Credit, Financial Statements, Corporate Finance, Financial Accounting
Education
St. Mary's College of California 2011 — 2013
Master of Business Administration (MBA), Business/Finance, 3.51
Linfield College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance, 3.43
Gateway High School 1998 — 2002
3.67
Jennifer Lavin, CIMA's Lateef Investment Management Experience March 2006 - Present
Job Managing Director at Lateef Investment Management
Industry Investment Management
Experience
Lateef Investment Management March 2006 - Present
Legg Mason 1996 - March 2006
Skills
Alternative Investments, Equities, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Series 7, Series 63
Education
Radford University 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Lateef Investment Management March 2006 - Present
Legg Mason 1996 - March 2006
Skills
Alternative Investments, Equities, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Series 7, Series 63
Education
Radford University 1992 — 1996
Bachelor of Business Administration (BBA), Finance