Lazard Capital Markets
Industry: Capital market company
DescriptionLazard Capital Markets is an American New York-based full-service broker dealer founded in 2005 in a spin-off from its parent Lazard. Lazard Capital Markets focuses its activities on equity research, sales and trading; fixed-income and convertible bond sales and trading; and securities underwriting. Founded: 2005 Parent organization: LMDC Holdings LLC Subsidiary: Lazard Capital Markets, Asset Management Arm
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Lazard Capital Markets Employees
Employee
Years
Job
Industry
Jeff Wang Jeff Wang's Lazard Capital Markets Experience May 2012 - August 2012
Job Business Intelligence Analyst
Industry Internet
Experience
Chartboost August 2014 - Present
Rutberg & Company May 2013 - August 2013
UBS June 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Palisades Hudson Financial Group LLC March 2011 - June 2011
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Palo Alto High School 2007 — 2010
Chartboost August 2014 - Present
Rutberg & Company May 2013 - August 2013
UBS June 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Palisades Hudson Financial Group LLC March 2011 - June 2011
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Economics
Palo Alto High School 2007 — 2010
Jaclyn Hourihan Jaclyn Hourihan's Lazard Capital Markets Experience January 2011 - April 2013
Job at Deutsche Bank
Industry Research
Experience
Deutsche Bank April 2013 - Present
Lazard Capital Markets January 2011 - April 2013
Alydar Capital June 2010 - September 2010
NextStep Shanghai 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Ursuline Academy
Deutsche Bank April 2013 - Present
Lazard Capital Markets January 2011 - April 2013
Alydar Capital June 2010 - September 2010
NextStep Shanghai 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Ursuline Academy
Benjamin Blum's Lazard Capital Markets Experience May 2011 - August 2011
Job Paralegal at American Realty Capital
Industry Law Practice
Experience
American Realty Capital September 2014 - Present
Ladenburg Thalmann January 2014 - July 2014
EVINS May 2013 - October 2013
Realty Capital Securities August 2012 - December 2012
Lazard Capital Markets May 2011 - August 2011
Harrington, Ocko & Monk Law Firm May 2010 - August 2010
Hickory and Tweed March 2004 - December 2008
Skills
Sales, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Marketing, Social Networking, Finance, Social Media, Facebook, Social Media Marketing, Commercial Real Estate
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
NYU School of Continuing and Professional Studies 2013 — 2013
Marketing Certificate
American Realty Capital September 2014 - Present
Ladenburg Thalmann January 2014 - July 2014
EVINS May 2013 - October 2013
Realty Capital Securities August 2012 - December 2012
Lazard Capital Markets May 2011 - August 2011
Harrington, Ocko & Monk Law Firm May 2010 - August 2010
Hickory and Tweed March 2004 - December 2008
Skills
Sales, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Marketing, Social Networking, Finance, Social Media, Facebook, Social Media Marketing, Commercial Real Estate
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
NYU School of Continuing and Professional Studies 2013 — 2013
Marketing Certificate
Scott Bruckmann's Lazard Capital Markets Experience June 2006 - August 2006
Job Associate at Pegasus Capital Advisors
Industry Venture Capital & Private Equity
Experience
Pegasus Capital Advisors September 2011 - Present
Credit Suisse July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Lazard Capital Markets June 2006 - August 2006
Skills
Corporate Finance, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Hedge Funds, Valuation, Capital Markets, Equities, Venture Capital, Financial Sponsors
Education
University of Michigan 2005 — 2009
Pegasus Capital Advisors September 2011 - Present
Credit Suisse July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Lazard Capital Markets June 2006 - August 2006
Skills
Corporate Finance, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Hedge Funds, Valuation, Capital Markets, Equities, Venture Capital, Financial Sponsors
Education
University of Michigan 2005 — 2009
Fritz Gallagher's Lazard Capital Markets Experience April 2008 - March 2010
Job Hedge Fund / Private Equity Analyst
Industry Investment Management
Experience
Prentice Capital Management / Prentice Consumer Partners September 2012 - Present
The Buckingham Research Group March 2010 - August 2012
Lazard Capital Markets April 2008 - March 2010
Education
Tulane University - A.B. Freeman School of Business
Bachelor's degree (BS) and Master of Finance (MFIN)
Prentice Capital Management / Prentice Consumer Partners September 2012 - Present
The Buckingham Research Group March 2010 - August 2012
Lazard Capital Markets April 2008 - March 2010
Education
Tulane University - A.B. Freeman School of Business
Bachelor's degree (BS) and Master of Finance (MFIN)
Peter Cairney Peter Cairney's Lazard Capital Markets Experience February 2009 - October 2013
Job SVP, Institutional Equity Sales Trading at FBR
Industry Investment Banking
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
catherine oakford catherine oakford's Lazard Capital Markets Experience January 2013 - March 2014
Job Vice President, Corporate Access at BMO Capital Markets
Industry Events Services
Experience
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
Paige Duke's Lazard Capital Markets Experience June 2013 - August 2013
Job Wealth Strategist Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
Bradley, Foster & Sargent, Inc. January 2014 - Present
Lazard Capital Markets June 2013 - August 2013
Solaris Group May 2013 - May 2013
Capital Strategies LLC September 2012 - January 2013
Trinity College - Hartford June 2012 - July 2012
A Bar A Ranch June 2011 - August 2011
Skills
Editing, Microsoft Excel, PowerPoint, Research, Microsoft Word, Financial Accounting, Bloomberg Terminal, WealthEngine, Investments, Sales Process, Wealth Management, Public Speaking, Event Planning, Microsoft Office
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Hispanic Studies
Middlesex School 2007 — 2010
Northern Trust Corporation June 2014 - Present
Bradley, Foster & Sargent, Inc. January 2014 - Present
Lazard Capital Markets June 2013 - August 2013
Solaris Group May 2013 - May 2013
Capital Strategies LLC September 2012 - January 2013
Trinity College - Hartford June 2012 - July 2012
A Bar A Ranch June 2011 - August 2011
Skills
Editing, Microsoft Excel, PowerPoint, Research, Microsoft Word, Financial Accounting, Bloomberg Terminal, WealthEngine, Investments, Sales Process, Wealth Management, Public Speaking, Event Planning, Microsoft Office
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Hispanic Studies
Middlesex School 2007 — 2010
Gus Demopoulos's Lazard Capital Markets Experience 1996 - 1999
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
Christopher Finazzo Christopher Finazzo's Lazard Capital Markets Experience June 2004 - February 2007
Job Marketing @ Burger King Worldwide
Industry Restaurants
Experience
Burger King Corporation October 2014 - Present
Burger King Corporation May 2014 - October 2014
Macy's April 2013 - May 2014
Hudson International Consulting January 2011 - April 2013
Prentice Capital February 2010 - December 2010
J. Goldman & Co. February 2007 - December 2009
Lazard Capital Markets June 2004 - February 2007
Skills
Hedge Funds, Equity Research, Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Operations Management, Strategic Financial..., Merchandising, Marketing Strategy, Social Media, Retail, Retail Design, Multi-channel Retail, Retail Marketing, Store Management, Store Operations, Strategic Planning, Web Commerce, SEO, Asset Management, Due Diligence, Competitive Analysis, Forecasting, Market Research, Securities, Strategy, Analysis, Hair Care, Hip-Hop Dance, Market Analysis, Business Strategy, Trend Analysis, Segmentation, Economics, Consumer Behaviour
Education
The University of Connecticut
Bachelor of Arts (BA), Economics
Burger King Corporation October 2014 - Present
Burger King Corporation May 2014 - October 2014
Macy's April 2013 - May 2014
Hudson International Consulting January 2011 - April 2013
Prentice Capital February 2010 - December 2010
J. Goldman & Co. February 2007 - December 2009
Lazard Capital Markets June 2004 - February 2007
Skills
Hedge Funds, Equity Research, Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Operations Management, Strategic Financial..., Merchandising, Marketing Strategy, Social Media, Retail, Retail Design, Multi-channel Retail, Retail Marketing, Store Management, Store Operations, Strategic Planning, Web Commerce, SEO, Asset Management, Due Diligence, Competitive Analysis, Forecasting, Market Research, Securities, Strategy, Analysis, Hair Care, Hip-Hop Dance, Market Analysis, Business Strategy, Trend Analysis, Segmentation, Economics, Consumer Behaviour
Education
The University of Connecticut
Bachelor of Arts (BA), Economics
Gregor Schauer's Lazard Capital Markets Experience April 2010 - May 2011
Job
Industry Investment Banking
Experience
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
Jake Fuller's Lazard Capital Markets Experience 2011 - October 2013
Job Research AnalystGaming, Lodging & eTravel
Industry Leisure, Travel & Tourism
Experience
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
Shepard B. Siegel's Lazard Capital Markets Experience November 2010 - December 2012
Job Founder at Spider Lane LLC
Industry Financial Services
Experience
Spider Lane LLC January 2014 - Present
Worth Venture Partners, LLC 2013 - December 2013
Lazard Capital Markets November 2010 - December 2012
BTIG LLC June 2009 - November 2010
Ecology Venture Partners, LLC April 2008 - May 2009
Fortress Investment Group 2006 - 2008
Goldman Sachs 1996 - 2006
Amroc Investments 1991 - 1996
Citibank NA 1983 - 1990
Skills
Hedge Funds, Securitization, Trading, Capital Markets, Portfolio Management, Investment Banking, Private Equity, Leveraged Finance, Asset Allocation, Due Diligence, Loans, Financial Modeling, Venture Capital, Asset Management, Investments, Bonds, M&A experience, High Yield, Entrepreneurship, Equities, Fixed Income, Structured Finance, Joint Ventures, Securities, Alternative Investments, Mergers & Acquisitions, Special Situations, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
mba, finance
University of California, Hastings College of the Law 1979 — 1983
jd, law
Fulbright Scholarship 1978 — 1979
Brazil
University of Pennsylvania 1975 — 1978
ba, economics
Spider Lane LLC January 2014 - Present
Worth Venture Partners, LLC 2013 - December 2013
Lazard Capital Markets November 2010 - December 2012
BTIG LLC June 2009 - November 2010
Ecology Venture Partners, LLC April 2008 - May 2009
Fortress Investment Group 2006 - 2008
Goldman Sachs 1996 - 2006
Amroc Investments 1991 - 1996
Citibank NA 1983 - 1990
Skills
Hedge Funds, Securitization, Trading, Capital Markets, Portfolio Management, Investment Banking, Private Equity, Leveraged Finance, Asset Allocation, Due Diligence, Loans, Financial Modeling, Venture Capital, Asset Management, Investments, Bonds, M&A experience, High Yield, Entrepreneurship, Equities, Fixed Income, Structured Finance, Joint Ventures, Securities, Alternative Investments, Mergers & Acquisitions, Special Situations, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
mba, finance
University of California, Hastings College of the Law 1979 — 1983
jd, law
Fulbright Scholarship 1978 — 1979
Brazil
University of Pennsylvania 1975 — 1978
ba, economics
Graham Mattison's Lazard Capital Markets Experience February 2007 - December 2012
Job Investor Relations & Strategic Initiatives at Advanced Emissions Solutions (ADES)
Industry Investment Management
Experience
Advanced Emissions Solutions (ADES) December 2012 - Present
Lazard Capital Markets February 2007 - December 2012
First Albany Capital 2004 - 2007
Daiwa Securities Bangkok Thailand 1997 - 1998
Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Investments, Equity Valuation, Bloomberg, Series 7, Financial Analysis, Portfolio Management, Series 63
Education
Salisbury School
Thunderbird School of Global Management
MBA
Advanced Emissions Solutions (ADES) December 2012 - Present
Lazard Capital Markets February 2007 - December 2012
First Albany Capital 2004 - 2007
Daiwa Securities Bangkok Thailand 1997 - 1998
Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Investments, Equity Valuation, Bloomberg, Series 7, Financial Analysis, Portfolio Management, Series 63
Education
Salisbury School
Thunderbird School of Global Management
MBA
Patrick McCartney's Lazard Capital Markets Experience 2011 - 2012
Job Corporate M&A Finance at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation 2015 - Present
Intel Corporation 2013 - 2015
Intel Corporation 2012 - 2013
Lazard Capital Markets 2011 - 2012
Intel Corporation 2010 - 2011
Skills
Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Forecasting, Management, Semiconductors, Process Improvement, Competitive Analysis, Microsoft Excel, Writing, Problem Solving, Research, Consumer Electronics, PowerPivot, SQL, Teradata, Cost Accounting, SaaS, P&L Management, Revenue Recognition, Inventory
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of California, Davis
B.S. & B.A., Managerial Economics & History
Northgate High School
Intel Corporation 2015 - Present
Intel Corporation 2013 - 2015
Intel Corporation 2012 - 2013
Lazard Capital Markets 2011 - 2012
Intel Corporation 2010 - 2011
Skills
Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Forecasting, Management, Semiconductors, Process Improvement, Competitive Analysis, Microsoft Excel, Writing, Problem Solving, Research, Consumer Electronics, PowerPivot, SQL, Teradata, Cost Accounting, SaaS, P&L Management, Revenue Recognition, Inventory
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of California, Davis
B.S. & B.A., Managerial Economics & History
Northgate High School
Jaime Simon's Lazard Capital Markets Experience September 2008 - June 2013
Job Equity Research
Industry Financial Services
Experience
Ascend Capital June 2013 - Present
Lazard Capital Markets September 2008 - June 2013
Lehman Brothers May 2000 - September 2008
Skills
Series 7, Series 63
Education
University of California, Davis 1995 — 1999
Bachelor of Science (B.S.), Managerial Economics
Ascend Capital June 2013 - Present
Lazard Capital Markets September 2008 - June 2013
Lehman Brothers May 2000 - September 2008
Skills
Series 7, Series 63
Education
University of California, Davis 1995 — 1999
Bachelor of Science (B.S.), Managerial Economics
Mark Malone's Lazard Capital Markets Experience 2008 - December 2013
Job Managing Director at Guggenheim Securities, LLC
Industry Financial Services
Experience
Janney Capital Markets December 2013 - February 2015
Lazard Capital Markets 2008 - December 2013
Morgan Keegan April 2006 - March 2008
Deutsche Bank Securities January 2000 - February 2006
BT Alex.Brown July 1998 - January 2000
Skills
Equities, Equity Research, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Team Leadership, Capital Markets, Equity Valuation, Equity Trading, Fixed Income
Education
University of Richmond - Robins School of Business 1985 — 1989
BS in Business Administration, Finance/Marketing
Janney Capital Markets December 2013 - February 2015
Lazard Capital Markets 2008 - December 2013
Morgan Keegan April 2006 - March 2008
Deutsche Bank Securities January 2000 - February 2006
BT Alex.Brown July 1998 - January 2000
Skills
Equities, Equity Research, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Team Leadership, Capital Markets, Equity Valuation, Equity Trading, Fixed Income
Education
University of Richmond - Robins School of Business 1985 — 1989
BS in Business Administration, Finance/Marketing
Steve Lowden's Lazard Capital Markets Experience September 2009 - June 2011
Job Managing Director at Penserra
Industry Investment Management
Experience
Penserra Capital Management, LLC August 2011 - Present
Lazard Capital Markets September 2009 - June 2011
Russell Investments June 2008 - April 2009
Russell Investments October 2005 - June 2008
Skills
Transition Management, Equities, Series 7, Investment Management, Investments, Capital Markets, Uniform Combined State..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Executive Management, Institutional..., Management, Electronic Trading, Series 66
Education
University of Puget Sound 1992 — 1996
BA, Finance, Economics
Loveland High School 1988 — 1992
Penserra Capital Management, LLC August 2011 - Present
Lazard Capital Markets September 2009 - June 2011
Russell Investments June 2008 - April 2009
Russell Investments October 2005 - June 2008
Skills
Transition Management, Equities, Series 7, Investment Management, Investments, Capital Markets, Uniform Combined State..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Executive Management, Institutional..., Management, Electronic Trading, Series 66
Education
University of Puget Sound 1992 — 1996
BA, Finance, Economics
Loveland High School 1988 — 1992
Anthony Shen's Lazard Capital Markets Experience April 2011 - February 2012
Job MBA Candidate at Yale School of Management
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - July 2015
Lazard Capital Markets April 2011 - February 2012
Federal Reserve Board June 2010 - April 2011
Education
Yale University - Yale School of Management 2015 — 2017
MBA Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance and Economics
Stifel Financial Corp. May 2012 - July 2015
Lazard Capital Markets April 2011 - February 2012
Federal Reserve Board June 2010 - April 2011
Education
Yale University - Yale School of Management 2015 — 2017
MBA Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance and Economics
David Sachs's Lazard Capital Markets Experience March 2010 - August 2014
Job Barclays
Industry Financial Services
Experience
Barclays August 2014 - Present
Lazard Capital Markets March 2010 - August 2014
Skills
Investments, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Equities, Capital Markets, Portfolio Management, Fixed Income, Derivatives
Education
Tufts University 1983 — 1987
BA, Soviet &Eastern European Studies
Barclays August 2014 - Present
Lazard Capital Markets March 2010 - August 2014
Skills
Investments, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Equities, Capital Markets, Portfolio Management, Fixed Income, Derivatives
Education
Tufts University 1983 — 1987
BA, Soviet &Eastern European Studies
Eric Butcher's Lazard Capital Markets Experience July 2011 - August 2014
Job Chief Investment Officer
Industry Financial Services
Experience
Koch Industries April 2015 - Present
Lazard August 2014 - March 2015
Lazard Capital Markets July 2011 - August 2014
Taylor Investment Advisors, LP 2007 - 2010
Northern Lights Advisors,L.P. 2005 - 2006
McVeigh & Co., L.P. 1994 - 2004
Skills
Alternative Investments, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Securities, Equity Derivatives, Bonds, Options, Derivatives, Capital Markets, Series 7, Equity Trading, Trading, Equities
Education
University of Colorado at Boulder
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
University of Washington
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Koch Industries April 2015 - Present
Lazard August 2014 - March 2015
Lazard Capital Markets July 2011 - August 2014
Taylor Investment Advisors, LP 2007 - 2010
Northern Lights Advisors,L.P. 2005 - 2006
McVeigh & Co., L.P. 1994 - 2004
Skills
Alternative Investments, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Securities, Equity Derivatives, Bonds, Options, Derivatives, Capital Markets, Series 7, Equity Trading, Trading, Equities
Education
University of Colorado at Boulder
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
University of Washington
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Michael Catanzaro's Lazard Capital Markets Experience August 2010 - January 2014
Job Managing Director at CRT Capital Group
Industry Investment Banking
Experience
CRT Capital Group February 2014 - Present
Lazard Capital Markets August 2010 - January 2014
Thomas Weisel Partners June 2000 - July 2010
Skills
Equity Research, Financial Modeling, Investments, Bloomberg, Capital Markets, Hedge Funds, Equities, Valuation, Investment Banking, Alternative Investments, Series 7, Fixed Income, Asset Management, Private Equity, Portfolio Management
Education
The University of Connecticut 1991 — 1995
BS, Business Administration
La Salle Academy
CRT Capital Group February 2014 - Present
Lazard Capital Markets August 2010 - January 2014
Thomas Weisel Partners June 2000 - July 2010
Skills
Equity Research, Financial Modeling, Investments, Bloomberg, Capital Markets, Hedge Funds, Equities, Valuation, Investment Banking, Alternative Investments, Series 7, Fixed Income, Asset Management, Private Equity, Portfolio Management
Education
The University of Connecticut 1991 — 1995
BS, Business Administration
La Salle Academy
Scott Jeffery's Lazard Capital Markets Experience September 2008 - June 2011
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Amanda Truong's Lazard Capital Markets Experience August 2010 - Present
Job Prime Services OnBoarding Analyst (Consultant) Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets August 2010 - Present
Education
State University of New York at Buffalo
Bachelor's degree, Art History
Lazard Capital Markets August 2010 - Present
Education
State University of New York at Buffalo
Bachelor's degree, Art History
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial