Lazard Freres & Co.
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Headquarters: Hamilton, Bermuda Assets under management: 249 billion USD (2017) Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Freres & Co. Employees
Employee
Years
Job
Industry
Philip Lambrakos Philip Lambrakos's Lazard Freres & Co. Experience 2011 - 2011
Job Fellow & Policy Advisor at U.S. Department of the Treasury
Industry Public Policy
Experience
U.S. Department of the Treasury October 2014 - Present
White House Council of Economic Advisers August 2013 - September 2014
White House Council of Economic Advisers August 2012 - August 2013
Lazard Freres & Co. 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Modeling, Stata, Microsoft Word, Financial Analysis, Valuation, Research, Corporate Finance, Data Analysis, Econometrics
Education
Harvard University 2008 — 2012
BA, Economics
U.S. Department of the Treasury October 2014 - Present
White House Council of Economic Advisers August 2013 - September 2014
White House Council of Economic Advisers August 2012 - August 2013
Lazard Freres & Co. 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Financial Modeling, Stata, Microsoft Word, Financial Analysis, Valuation, Research, Corporate Finance, Data Analysis, Econometrics
Education
Harvard University 2008 — 2012
BA, Economics
Sebastian Cua Sebastian Cua's Lazard Freres & Co. Experience February 2009 - May 2009
Job
Industry Investment Management
Experience
White Elm Capital June 2015 - August 2015
Sansome Partners June 2014 - August 2014
Andreessen Horowitz 2012 - 2014
Goldman Sachs 2010 - 2012
Goldman Sachs June 2009 - August 2009
Lazard Freres & Co. February 2009 - May 2009
Skills
Investment Banking, Corporate Development, Corporate Finance, Financial Modeling, Investments, Mergers & Acquisitions, Strategy, Restructuring, IPO, Due Diligence, Venture Capital
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
Bachelor, Business and Economics
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
White Elm Capital June 2015 - August 2015
Sansome Partners June 2014 - August 2014
Andreessen Horowitz 2012 - 2014
Goldman Sachs 2010 - 2012
Goldman Sachs June 2009 - August 2009
Lazard Freres & Co. February 2009 - May 2009
Skills
Investment Banking, Corporate Development, Corporate Finance, Financial Modeling, Investments, Mergers & Acquisitions, Strategy, Restructuring, IPO, Due Diligence, Venture Capital
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2009
Bachelor, Business and Economics
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Ken Fullerton's Lazard Freres & Co. Experience April 1983 - March 1990
Job
Industry Financial Services
Experience
The PFM Group April 2010 - Present
Fullerton & Friar, Inc. April 1990 - April 2010
Lazard Freres & Co. April 1983 - March 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA), Finance, General
Harvard University 1971 — 1976
Bachelor of Arts (B.A.), History
St. Petersburgh High School 1968 — 1971
High school diploma
The PFM Group April 2010 - Present
Fullerton & Friar, Inc. April 1990 - April 2010
Lazard Freres & Co. April 1983 - March 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA), Finance, General
Harvard University 1971 — 1976
Bachelor of Arts (B.A.), History
St. Petersburgh High School 1968 — 1971
High school diploma
Kate Kamm Kate Kamm's Lazard Freres & Co. Experience July 2004 - June 2006
Job Vice President at Harvard Management Company
Industry Investment Management
Experience
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
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
Alex Ruthizer Alex Ruthizer's Lazard Freres & Co. Experience 2001 - 2001
Job Business Development and Capital Raising Professional
Industry Financial Services
Experience
New Deal Partners 2012 - Present
StreetWise Partners 2008 - Present
Affinity Capital Exchange Inc April 2013 - November 2014
The Economist 2011 - 2011
National Bank of Canada 2006 - 2010
Allianz Global Investors 2005 - 2006
TheLadders.com 2004 - 2005
Bear Stearns & Co 2002 - 2002
Lazard Freres & Co. 2001 - 2001
Skills
Strategy, Financial Modeling, Private Equity, Hedge Funds, Business Development, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
London Business School 2011 — 2011
MBA
University of Michigan 1999 — 2003
B.A., History
University of Cambridge 1997 — 1997
Summer Term
New Deal Partners 2012 - Present
StreetWise Partners 2008 - Present
Affinity Capital Exchange Inc April 2013 - November 2014
The Economist 2011 - 2011
National Bank of Canada 2006 - 2010
Allianz Global Investors 2005 - 2006
TheLadders.com 2004 - 2005
Bear Stearns & Co 2002 - 2002
Lazard Freres & Co. 2001 - 2001
Skills
Strategy, Financial Modeling, Private Equity, Hedge Funds, Business Development, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
London Business School 2011 — 2011
MBA
University of Michigan 1999 — 2003
B.A., History
University of Cambridge 1997 — 1997
Summer Term
April Zhu April Zhu's Lazard Freres & Co. Experience 2009 - 2010
Job Investment Analyst
Industry Financial Services
Experience
Daruma Capital Management 2012 - 2015
Goldman Sachs 2010 - 2011
Lazard Freres & Co. 2009 - 2010
Education
Cornell University 2005 — 2009
Daruma Capital Management 2012 - 2015
Goldman Sachs 2010 - 2011
Lazard Freres & Co. 2009 - 2010
Education
Cornell University 2005 — 2009
Doris Hales CAP-OM Doris Hales CAP-OM's Lazard Freres & Co. Experience September 2008 - June 2009
Job Executive Assistant at Emerus
Industry Health, Wellness and Fitness
Experience
Emerus November 2011 - Present
RediClinic June 2009 - November 2011
Lazard Freres & Co. September 2008 - June 2009
Insperity March 1998 - June 2008
Skills
Healthcare, Travel Arrangements, Administrative..., Employee Relations, Office Administration, Office Management, Time Management, PowerPoint, Training, Human Resources, Event Planning, Employee Benefits, Outlook, Recruiting, Process Scheduler, Administrative...
Education
American Public University 2009 — 2013
BA, Psychology
IAAP 2001 — 2002
Certification, Organizational Management
IAAP 2001 — 2002
Certification, Certified Administrative Professional
Houston Community College 2000 — 2001
Certificate, Office Specialist
Houston Community College
Certificate, Administrative Assistant
Emerus November 2011 - Present
RediClinic June 2009 - November 2011
Lazard Freres & Co. September 2008 - June 2009
Insperity March 1998 - June 2008
Skills
Healthcare, Travel Arrangements, Administrative..., Employee Relations, Office Administration, Office Management, Time Management, PowerPoint, Training, Human Resources, Event Planning, Employee Benefits, Outlook, Recruiting, Process Scheduler, Administrative...
Education
American Public University 2009 — 2013
BA, Psychology
IAAP 2001 — 2002
Certification, Organizational Management
IAAP 2001 — 2002
Certification, Certified Administrative Professional
Houston Community College 2000 — 2001
Certificate, Office Specialist
Houston Community College
Certificate, Administrative Assistant
Diane Finnis-Roher's Lazard Freres & Co. Experience April 1993 - August 1998
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 1998 - Present
Lazard Freres & Co. April 1993 - August 1998
Discount Corporation of New York April 1987 - May 1992
Skills
Teaching, Lesson Planning, Classroom Management, Curriculum Development, Differentiated..., Classroom, Literacy, Tutoring, Elementary Education, Instructional Technology, Language Arts, Social Studies, Smartboard, Microsoft Word, Microsoft Excel
Education
Hofstra University
Master of Science in Education with Distinction
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
NYC Department of Education September 1998 - Present
Lazard Freres & Co. April 1993 - August 1998
Discount Corporation of New York April 1987 - May 1992
Skills
Teaching, Lesson Planning, Classroom Management, Curriculum Development, Differentiated..., Classroom, Literacy, Tutoring, Elementary Education, Instructional Technology, Language Arts, Social Studies, Smartboard, Microsoft Word, Microsoft Excel
Education
Hofstra University
Master of Science in Education with Distinction
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Caki Guinee Caki Guinee's Lazard Freres & Co. Experience July 2012 - December 2012
Job Associate at Tailwind Capital
Industry Financial Services
Experience
Tailwind Capital January 2014 - Present
Eaglevale Partners LP January 2013 - January 2014
Lazard Freres & Co. July 2012 - December 2012
Lazard Freres & Co. June 2009 - June 2012
Lazard Freres & Co. June 2008 - August 2008
Education
Amherst College 2005 — 2009
BA, Economics and History
Tailwind Capital January 2014 - Present
Eaglevale Partners LP January 2013 - January 2014
Lazard Freres & Co. July 2012 - December 2012
Lazard Freres & Co. June 2009 - June 2012
Lazard Freres & Co. June 2008 - August 2008
Education
Amherst College 2005 — 2009
BA, Economics and History
Nathaniel Adams Nathaniel Adams's Lazard Freres & Co. Experience February 2007 - September 2009
Job Writer "I am Dandy: The Return of the Elegant Gentleman"
Industry Writing and Editing
Experience
Adams & Ball January 2014 - Present
Secret Empire January 2014 - Present
Against Nature Atelier December 2010 - December 2013
Lazard Freres & Co. February 2007 - September 2009
Science Debate 2008 March 2008 - November 2008
Canali December 2006 - January 2007
Church of St. Paul the Apostle June 2003 - September 2005
Gallatone Records September 2003 - May 2004
C.G. Jung Foundation for Analytical Psychology June 1999 - August 2003
YM Magazine January 2003 - April 2003
Education
Columbia University in the City of New York 2009 — 2010
M.S., Journalism
New York University 2001 — 2006
Bachelor of Arts (B.A.), English/Writing/Cultural Studies
Adams & Ball January 2014 - Present
Secret Empire January 2014 - Present
Against Nature Atelier December 2010 - December 2013
Lazard Freres & Co. February 2007 - September 2009
Science Debate 2008 March 2008 - November 2008
Canali December 2006 - January 2007
Church of St. Paul the Apostle June 2003 - September 2005
Gallatone Records September 2003 - May 2004
C.G. Jung Foundation for Analytical Psychology June 1999 - August 2003
YM Magazine January 2003 - April 2003
Education
Columbia University in the City of New York 2009 — 2010
M.S., Journalism
New York University 2001 — 2006
Bachelor of Arts (B.A.), English/Writing/Cultural Studies
Evan Britten-Bozzone Evan Britten-Bozzone's Lazard Freres & Co. Experience July 2007 - December 2009
Job CoFounder at Perssist
Industry Investment Management
Experience
Perssist, Inc. April 2014 - Present
Omnis LLC July 2013 - March 2014
Vimbly.com May 2012 - August 2012
The Blackstone Group December 2009 - July 2011
Lazard Freres & Co. July 2007 - December 2009
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, LBO, Due Diligence, Bloomberg, Financial Analysis, Equities, Investments, Hedge Funds, Mergers, Venture Capital, Capital Markets, Corporate Development, Mergers & Acquisitions, Strategy, Business Strategy
Education
Harvard Business School 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
Perssist, Inc. April 2014 - Present
Omnis LLC July 2013 - March 2014
Vimbly.com May 2012 - August 2012
The Blackstone Group December 2009 - July 2011
Lazard Freres & Co. July 2007 - December 2009
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, LBO, Due Diligence, Bloomberg, Financial Analysis, Equities, Investments, Hedge Funds, Mergers, Venture Capital, Capital Markets, Corporate Development, Mergers & Acquisitions, Strategy, Business Strategy
Education
Harvard Business School 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
Carolyn Reilly Kuks Carolyn Reilly Kuks's Lazard Freres & Co. Experience July 1996 - December 2003
Job People Helping People.
Industry Nonprofit Organization Management
Experience
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Brandon Donnenfeld Brandon Donnenfeld's Lazard Freres & Co. Experience June 2010 - June 2012
Job Principal at KKR
Industry Venture Capital & Private Equity
Experience
KKR June 2012 - Present
Lazard Freres & Co. June 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance & Accounting with Highest Distinction
The Hong Kong University of Science and Technology 2009 — 2009
Business Exchange Student
KKR June 2012 - Present
Lazard Freres & Co. June 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance & Accounting with Highest Distinction
The Hong Kong University of Science and Technology 2009 — 2009
Business Exchange Student
Charles Jang's Lazard Freres & Co. Experience 2011 - January 2013
Job Associate at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Rothschild February 2014 - June 2015
The Valence Group March 2013 - January 2014
Lazard June 2012 - March 2013
Lazard Freres & Co. 2011 - January 2013
Skills
DCF, Bloomberg, Financial Modeling, Investment Banking, Valuation
Education
Georgetown University 2008 — 2012
Finance
Georgetown University - The McDonough School of Business 2008 — 2012
Rothschild July 2015 - Present
Rothschild February 2014 - June 2015
The Valence Group March 2013 - January 2014
Lazard June 2012 - March 2013
Lazard Freres & Co. 2011 - January 2013
Skills
DCF, Bloomberg, Financial Modeling, Investment Banking, Valuation
Education
Georgetown University 2008 — 2012
Finance
Georgetown University - The McDonough School of Business 2008 — 2012
Jennifer Rabin Jennifer Rabin's Lazard Freres & Co. Experience June 1999 - June 2001
Job
Industry Marketing and Advertising
Experience
1800flowers.com February 2015 - Present
Facebook January 2014 - February 2015
Provide Commerce June 2010 - January 2014
Provide Commerce April 2007 - May 2010
Rothschild November 2005 - March 2007
JPMorgan Chase 2005 - 2005
Carnival Corporation 2004 - 2004
Lazard Alternative Investments July 2001 - July 2003
Lazard Freres & Co. June 1999 - June 2001
Skills
Analytics, Forecasting, E-commerce, Competitive Analysis, Strategy, Web Analytics, Online Marketing, Financial Modeling, Omniture, Segmentation, Online Advertising, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Creative Writing, Fiction Writing
Education
Harvard Business School 2003 — 2005
Master of Business Administration (M.B.A.)
Princeton University 1995 — 1999
Bachelor's Degree, Economics
Bialik High School 1989 — 1994
High School
1800flowers.com February 2015 - Present
Facebook January 2014 - February 2015
Provide Commerce June 2010 - January 2014
Provide Commerce April 2007 - May 2010
Rothschild November 2005 - March 2007
JPMorgan Chase 2005 - 2005
Carnival Corporation 2004 - 2004
Lazard Alternative Investments July 2001 - July 2003
Lazard Freres & Co. June 1999 - June 2001
Skills
Analytics, Forecasting, E-commerce, Competitive Analysis, Strategy, Web Analytics, Online Marketing, Financial Modeling, Omniture, Segmentation, Online Advertising, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Creative Writing, Fiction Writing
Education
Harvard Business School 2003 — 2005
Master of Business Administration (M.B.A.)
Princeton University 1995 — 1999
Bachelor's Degree, Economics
Bialik High School 1989 — 1994
High School
Ron Bloom Ron Bloom's Lazard Freres & Co. Experience 1985 - 1990
Job Vice Chairman of U.S. Investment Banking at Lazard
Industry Investment Banking
Experience
Lazard February 2012 - Present
The White House February 2011 - September 2011
US Treasury February 2009 - February 2011
United Steelworkers January 1996 - February 2009
Keilin and Bloom 1990 - 1996
Lazard Freres & Co. 1985 - 1990
Skills
Mergers, Restructuring, Leadership, Strategic Planning, Fundraising, Investment Banking, Public Speaking, Finance, Policy, Political Campaigns, Public Policy, Non-profits, Research, Manufacturing, Mergers & Acquisitions, Corporate Law, Public Relations, Speech Writing, Strategic Communications, Management Consulting, Editing, Politics, Government, Strategy, International Relations, Economics, Policy Analysis, Highly detail oriented, Engaging Public Speaker, Nonprofits, Emerging Markets, Analysis, Idea Person, Twitter, Cross-functional Team..., Private Equity, Crisis Communications, Creative Problem Solving
Education
Harvard Business School 1983 — 1985
MBA, Business
Wesleyan University 1973 — 1977
American History
Lazard February 2012 - Present
The White House February 2011 - September 2011
US Treasury February 2009 - February 2011
United Steelworkers January 1996 - February 2009
Keilin and Bloom 1990 - 1996
Lazard Freres & Co. 1985 - 1990
Skills
Mergers, Restructuring, Leadership, Strategic Planning, Fundraising, Investment Banking, Public Speaking, Finance, Policy, Political Campaigns, Public Policy, Non-profits, Research, Manufacturing, Mergers & Acquisitions, Corporate Law, Public Relations, Speech Writing, Strategic Communications, Management Consulting, Editing, Politics, Government, Strategy, International Relations, Economics, Policy Analysis, Highly detail oriented, Engaging Public Speaker, Nonprofits, Emerging Markets, Analysis, Idea Person, Twitter, Cross-functional Team..., Private Equity, Crisis Communications, Creative Problem Solving
Education
Harvard Business School 1983 — 1985
MBA, Business
Wesleyan University 1973 — 1977
American History
Richard Gormley Richard Gormley's Lazard Freres & Co. Experience June 2006 - September 2014
Job Senior Managing Director, Head of Equity/EquityLinked Finance at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities, LLC October 2014 - Present
Lazard Freres & Co. June 2006 - September 2014
Cowen and Company 2000 - 2006
Rabobank International September 1996 - April 1999
Skills
25 years+ investment..., Venture Capital, Mergers, LBO, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Investments, Alternative Investments, Restructuring, Growth Capital, Securities, Fixed Income, Capital Raising, Investment Banking, Private Placements, Equity Capital Markets, Mergers & Acquisitions
Education
Seminary of the Immaculate Conception 1982 — 1985
Master of Arts (M.A.), Theology/Religious Studies
Cathedral College 1978 — 1982
Bachelor of Arts (B.A.), Magna Cum Laude, Philosophy and Religious Studies
Guggenheim Securities, LLC October 2014 - Present
Lazard Freres & Co. June 2006 - September 2014
Cowen and Company 2000 - 2006
Rabobank International September 1996 - April 1999
Skills
25 years+ investment..., Venture Capital, Mergers, LBO, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Investments, Alternative Investments, Restructuring, Growth Capital, Securities, Fixed Income, Capital Raising, Investment Banking, Private Placements, Equity Capital Markets, Mergers & Acquisitions
Education
Seminary of the Immaculate Conception 1982 — 1985
Master of Arts (M.A.), Theology/Religious Studies
Cathedral College 1978 — 1982
Bachelor of Arts (B.A.), Magna Cum Laude, Philosophy and Religious Studies
Eric Zacharias Eric Zacharias's Lazard Freres & Co. Experience June 2011 - July 2013
Job Corporate Strategy/Development Analyst at Creative Artists Agency
Industry Financial Services
Experience
Creative Artists Agency July 2013 - Present
Lazard Freres & Co. June 2011 - July 2013
Relational Investors LLC June 2010 - September 2010
Waddell & Reed May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office May 2008 - August 2008
Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance
Education
Claremont McKenna College 2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0
La Jolla High School 2004 — 2007
Creative Artists Agency July 2013 - Present
Lazard Freres & Co. June 2011 - July 2013
Relational Investors LLC June 2010 - September 2010
Waddell & Reed May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office May 2008 - August 2008
Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance
Education
Claremont McKenna College 2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0
La Jolla High School 2004 — 2007
Elizabeth Montgomery, CFA's Lazard Freres & Co. Experience May 1999 - August 2000
Job Retail and Consumer Analyst
Industry Retail
Experience
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Bridget Hennebry Bridget Hennebry's Lazard Freres & Co. Experience November 1996 - February 1998
Job Seeking Investment Associate
Industry Financial Services
Experience
EdisonLearning July 2005 - November 2014
Colegio Interamericano September 2001 - June 2005
Lazard Freres & Co. November 1996 - February 1998
CBOE June 1989 - November 1996
Skills
Client Services, Organizational..., Analysis, Online Research, Relationship Management, Document Review, Writing, Document Management, Client Liaison, Project Implementation, Budgeting, Banking, Progress Monitoring, Editing, High Level Of Accuracy, Customer Service, Marketing, Staff Development, Leadership Development, Marketing Strategy, Technical Support, Strategic Planning, Nonprofits, Management, Program Development, Leadership, Public Speaking, Curriculum Design, Higher Education, Community Outreach, Team Building, Non-profits, Event Planning, Training, Client Relations, Teaching, Research, Investments, Microsoft Office, Program Management
Education
The University of Chicago Booth School of Business 1986 — 1988
M.B.A., Business Administration and Management, General
Miami University 1973 — 1977
B.S., Business Administration
DePaul University
M.A. Mathematics Education
EdisonLearning July 2005 - November 2014
Colegio Interamericano September 2001 - June 2005
Lazard Freres & Co. November 1996 - February 1998
CBOE June 1989 - November 1996
Skills
Client Services, Organizational..., Analysis, Online Research, Relationship Management, Document Review, Writing, Document Management, Client Liaison, Project Implementation, Budgeting, Banking, Progress Monitoring, Editing, High Level Of Accuracy, Customer Service, Marketing, Staff Development, Leadership Development, Marketing Strategy, Technical Support, Strategic Planning, Nonprofits, Management, Program Development, Leadership, Public Speaking, Curriculum Design, Higher Education, Community Outreach, Team Building, Non-profits, Event Planning, Training, Client Relations, Teaching, Research, Investments, Microsoft Office, Program Management
Education
The University of Chicago Booth School of Business 1986 — 1988
M.B.A., Business Administration and Management, General
Miami University 1973 — 1977
B.S., Business Administration
DePaul University
M.A. Mathematics Education
Win Evarts Win Evarts's Lazard Freres & Co. Experience 1995 - 1998
Job Managing Principal at Evarts Consulting, LLC
Industry Financial Services
Experience
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Ed Aquilina Ed Aquilina's Lazard Freres & Co. Experience February 1981 - March 2001
Job Senior Systems Analyst at Silver Management Group
Industry Financial Services
Experience
Silver Management Group February 2009 - Present
JP Morgan 2008 - 2009
JPMorgan Chase 2008 - 2008
Bear Stearns 2004 - 2008
Bear Stearns December 2002 - April 2004
CopyMax December 2001 - December 2002
Lazard Freres & Co. February 1981 - March 2001
Lazard 1981 - 2001
Skills
Prime Brokerage, Fixed Income, Equities, Financial Services, Capital Markets, Investment Banking, Trading Systems, Securities, Bloomberg
Education
Le Moyne College 1974 — 1978
Le Moyne College 1974 — 1976
Silver Management Group February 2009 - Present
JP Morgan 2008 - 2009
JPMorgan Chase 2008 - 2008
Bear Stearns 2004 - 2008
Bear Stearns December 2002 - April 2004
CopyMax December 2001 - December 2002
Lazard Freres & Co. February 1981 - March 2001
Lazard 1981 - 2001
Skills
Prime Brokerage, Fixed Income, Equities, Financial Services, Capital Markets, Investment Banking, Trading Systems, Securities, Bloomberg
Education
Le Moyne College 1974 — 1978
Le Moyne College 1974 — 1976
Elizabeth Lawrence's Lazard Freres & Co. Experience January 2011 - March 2014
Job Senior Associate at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities April 2014 - Present
Lazard Freres & Co. January 2011 - March 2014
Permal Capital Management July 2010 - January 2011
Wells Fargo June 2009 - August 2009
Meridian Capital Partners June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Finance and Marketing
Choate Rosemary Hall 2002 — 2006
HS Diploma
American Securities April 2014 - Present
Lazard Freres & Co. January 2011 - March 2014
Permal Capital Management July 2010 - January 2011
Wells Fargo June 2009 - August 2009
Meridian Capital Partners June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Finance and Marketing
Choate Rosemary Hall 2002 — 2006
HS Diploma
Gerry Dorros Gerry Dorros's Lazard Freres & Co. Experience 1986 - 1991
Job Senior Vice President at CoVant Management, Inc.
Industry Venture Capital & Private Equity
Experience
CoVant Management, Inc. June 2006 - Present
LGS Innovations March 2014 - Present
A-T Solutions February 2008 - May 2015
Buchanan & Edwards November 2012 - December 2014
Anteon Corporation October 2002 - June 2006
Bear Stearns 1996 - 2002
Prudential Securities 1993 - 1996
Lazard Freres & Co. 1986 - 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Union College 1981 — 1985
BS, Industrial Economics
George Mason University 2010 — 2010
Certificate of Completion -- Contracting with the Federal Government Certificate Program, Government Contracting
CoVant Management, Inc. June 2006 - Present
LGS Innovations March 2014 - Present
A-T Solutions February 2008 - May 2015
Buchanan & Edwards November 2012 - December 2014
Anteon Corporation October 2002 - June 2006
Bear Stearns 1996 - 2002
Prudential Securities 1993 - 1996
Lazard Freres & Co. 1986 - 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Union College 1981 — 1985
BS, Industrial Economics
George Mason University 2010 — 2010
Certificate of Completion -- Contracting with the Federal Government Certificate Program, Government Contracting
Darcy Chin Darcy Chin's Lazard Freres & Co. Experience January 2015 - Present
Job Legal & Compliance Group at Lazard Freres & Co.
Industry Investment Banking
Experience
Lazard Freres & Co. January 2015 - Present
Lazard Capital Markets April 2014 - January 2015
Lazard Capital Markets June 2011 - March 2014
Lazard Capital Markets February 1993 - June 2011
Skills
Equities, Fixed Income, Investment Banking, FINRA, CRM, Microsoft Excel, Bloomberg, Capital Markets, Valuation, Outlook, Team Leadership, Series 63, Equity Research, Business Analysis, Hedge Funds, Equity Trading, Financial Modeling, Series 7, Financial Markets, Electronic Trading, Mergers & Acquisitions, Management, Strategic Planning, Financial Analysis, Trading Systems, Securities, Corporate Finance, Economics, Market Research
Education
Cornell University
B.S., Economics
Stuyvesant High School
Lazard Freres & Co. January 2015 - Present
Lazard Capital Markets April 2014 - January 2015
Lazard Capital Markets June 2011 - March 2014
Lazard Capital Markets February 1993 - June 2011
Skills
Equities, Fixed Income, Investment Banking, FINRA, CRM, Microsoft Excel, Bloomberg, Capital Markets, Valuation, Outlook, Team Leadership, Series 63, Equity Research, Business Analysis, Hedge Funds, Equity Trading, Financial Modeling, Series 7, Financial Markets, Electronic Trading, Mergers & Acquisitions, Management, Strategic Planning, Financial Analysis, Trading Systems, Securities, Corporate Finance, Economics, Market Research
Education
Cornell University
B.S., Economics
Stuyvesant High School
Bill Lacey Bill Lacey's Lazard Freres & Co. Experience 1986 - 1990
Job Mgr Digital Media Development
Industry Sports
Experience
United States Golf Association January 2000 - Present
Medifinancial Solutions, Inc. September 1995 - December 1999
CardioLife, Inc. June 1992 - September 1995
Lazard Freres & Co. 1986 - 1990
Skills
Sports, Strategic Partnerships, Sports Marketing, Media Relations, Sports Management, Social Media Marketing, Online Advertising, Business Strategy, Leadership, Team Leadership, Sponsorship, Mergers & Acquisitions, Social Networking, Strategy, Advertising, Digital Media, Event Management
Education
New York University 1990 — 1991
MS
Fairleigh Dickinson University 1976 — 1978
BS, Accounting
Marquette University 1973 — 1976
United States Golf Association January 2000 - Present
Medifinancial Solutions, Inc. September 1995 - December 1999
CardioLife, Inc. June 1992 - September 1995
Lazard Freres & Co. 1986 - 1990
Skills
Sports, Strategic Partnerships, Sports Marketing, Media Relations, Sports Management, Social Media Marketing, Online Advertising, Business Strategy, Leadership, Team Leadership, Sponsorship, Mergers & Acquisitions, Social Networking, Strategy, Advertising, Digital Media, Event Management
Education
New York University 1990 — 1991
MS
Fairleigh Dickinson University 1976 — 1978
BS, Accounting
Marquette University 1973 — 1976
Stefan Kaluz Stefan Kaluz's Lazard Freres & Co. Experience June 2012 - May 2013
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Lazard Freres & Co. June 2012 - May 2013
Barclays Capital June 2011 - August 2011
Weybosset Research and Management April 2010 - May 2011
Winship Cancer Institute, Dep. of Neurosurgery June 2009 - August 2010
Skills
Alternative Investments, Mergers & Acquisitions, Valuation, Portfolio Management, Credit Risk, Credit Analysis, Loans
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and History
Corona del Mar High School 2004 — 2008
Passed Level II of the CFA Program
Credit Suisse July 2013 - Present
Lazard Freres & Co. June 2012 - May 2013
Barclays Capital June 2011 - August 2011
Weybosset Research and Management April 2010 - May 2011
Winship Cancer Institute, Dep. of Neurosurgery June 2009 - August 2010
Skills
Alternative Investments, Mergers & Acquisitions, Valuation, Portfolio Management, Credit Risk, Credit Analysis, Loans
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and History
Corona del Mar High School 2004 — 2008
Passed Level II of the CFA Program
Franklin Raines Franklin Raines's Lazard Freres & Co. Experience July 1979 - December 1990
Job Retired Chairman and CEO at Fannie Mae
Industry Financial Services
Experience
XappMedia, Inc. January 2013 - Present
Exclusive Resorts 2005 - Present
Fannie Mae December 2004 - Present
Revolution Money 2006 - 2010
Revolution Health Group April 2005 - 2008
Fannie Mae January 1999 - December 2004
Office of Management and Budget September 1996 - May 1998
Fannie Mae July 1991 - September 1996
Lazard Freres & Co. July 1979 - December 1990
Skills
Strategic Planning, Business Analysis, Negotiation, Business Strategy, Marketing Communications, Contract Negotiation, Advertising, Public Speaking, Due Diligence, Program Management, Product Management, Customer Service, Corporate Finance, Event Management, Vendor Management, Start-ups, Public Relations, Risk Management, Product Development, Policy, Change Management, Executive Management, Sales Management, Mergers & Acquisitions, Portfolio Management, Mergers, Business Planning, Mobile Devices, Project Management, Financial Analysis, Non-profits, Budgets, Strategy, Event Planning, Business Development, Leadership Development, Real Estate, Coaching, Leadership, Management, Training, Team Leadership, Entrepreneurship, Account Management, Financial Modeling, Strategic Partnerships, Management Consulting, Operations Management, Marketing Strategy, Marketing
Education
Harvard Law School 1973 — 1976
JD Cum Laude, Law
Oxford University 1971 — 1973
Rhodes Scholar, Politics
Harvard University 1967 — 1971
BA Magna Cum Laude, Government
XappMedia, Inc. January 2013 - Present
Exclusive Resorts 2005 - Present
Fannie Mae December 2004 - Present
Revolution Money 2006 - 2010
Revolution Health Group April 2005 - 2008
Fannie Mae January 1999 - December 2004
Office of Management and Budget September 1996 - May 1998
Fannie Mae July 1991 - September 1996
Lazard Freres & Co. July 1979 - December 1990
Skills
Strategic Planning, Business Analysis, Negotiation, Business Strategy, Marketing Communications, Contract Negotiation, Advertising, Public Speaking, Due Diligence, Program Management, Product Management, Customer Service, Corporate Finance, Event Management, Vendor Management, Start-ups, Public Relations, Risk Management, Product Development, Policy, Change Management, Executive Management, Sales Management, Mergers & Acquisitions, Portfolio Management, Mergers, Business Planning, Mobile Devices, Project Management, Financial Analysis, Non-profits, Budgets, Strategy, Event Planning, Business Development, Leadership Development, Real Estate, Coaching, Leadership, Management, Training, Team Leadership, Entrepreneurship, Account Management, Financial Modeling, Strategic Partnerships, Management Consulting, Operations Management, Marketing Strategy, Marketing
Education
Harvard Law School 1973 — 1976
JD Cum Laude, Law
Oxford University 1971 — 1973
Rhodes Scholar, Politics
Harvard University 1967 — 1971
BA Magna Cum Laude, Government
Michael Wildish Michael Wildish's Lazard Freres & Co. Experience July 1989 - March 1997
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2015 - Present
Corporate Partners LLC April 2011 - September 2015
Miller Buckfire & Co. March 2004 - December 2010
GE Capital January 2003 - March 2004
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette March 1997 - December 2002
Lazard Freres & Co. July 1989 - March 1997
Goldman Sachs September 1986 - July 1989
PwC August 1982 - August 1984
Skills
Private Equity, Capital Markets, Leadership, Valuation, Mergers, Mergers & Acquisitions, Investment Banking, Management, Financial Modeling, Corporate Development, Hedge Funds, LBO, Alternative Investments, Leveraged Finance, Equities, Venture Capital, Due Diligence, Debt Restructuring
Education
Harvard Business School 1984 — 1986
MBA
University of Virginia 1978 — 1982
B.S.
Cowen and Company October 2015 - Present
Corporate Partners LLC April 2011 - September 2015
Miller Buckfire & Co. March 2004 - December 2010
GE Capital January 2003 - March 2004
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette March 1997 - December 2002
Lazard Freres & Co. July 1989 - March 1997
Goldman Sachs September 1986 - July 1989
PwC August 1982 - August 1984
Skills
Private Equity, Capital Markets, Leadership, Valuation, Mergers, Mergers & Acquisitions, Investment Banking, Management, Financial Modeling, Corporate Development, Hedge Funds, LBO, Alternative Investments, Leveraged Finance, Equities, Venture Capital, Due Diligence, Debt Restructuring
Education
Harvard Business School 1984 — 1986
MBA
University of Virginia 1978 — 1982
B.S.
Robert Poll's Lazard Freres & Co. Experience March 1978 - December 1997
Job Managing Director at Poll Financial,LLC
Industry Capital Markets
Experience
Poll Financial, LLC 1998 - Present
One World Financial Partners August 2013 - Present
Starrett City Inc. July 2009 - July 2010
The Deane Group January 2009 - July 2010
Bernard Technologies 2000 - 2002
Chief Consolidated Mining Company 1999 - 2002
Lazard Freres & Co. March 1978 - December 1997
William Blair & Company 1982 - 1984
Chase Manhattan Bank 1972 - 1978
Skills
Asset Management, Project Finance, Real Estate Finance, Public-private..., Debt, Corporate Management, Securities, Financial Advisory, Equities, Capital Markets, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Syndications, Portfolio Management, Trading, Investments, Emerging Markets, Bonds, Wealth Management, Financial Markets, Investment Advisory, Financial Analysis, Financial Institutions, Credit Risk, Banking, Business Strategy, Asset Managment, Experienced Speaker, Public Speaking, Crisis Management, Strategic Consulting, Real Estate Economics, Asset Allocation, Management, Strategy, Investment Strategies, Public/private..., Risk Management, Financial Services, Strategic Financial..., Commodity
Education
Indiana University - Kelley School of Business 1970 — 1972
MBA, Finance/Marketing
Kenyon College 1966 — 1970
AB, Political Science
University of Michigan 1976 — 1976
Non-degree pgm., Public Finance Institute
Champaign High School 1964 — 1966
Poll Financial, LLC 1998 - Present
One World Financial Partners August 2013 - Present
Starrett City Inc. July 2009 - July 2010
The Deane Group January 2009 - July 2010
Bernard Technologies 2000 - 2002
Chief Consolidated Mining Company 1999 - 2002
Lazard Freres & Co. March 1978 - December 1997
William Blair & Company 1982 - 1984
Chase Manhattan Bank 1972 - 1978
Skills
Asset Management, Project Finance, Real Estate Finance, Public-private..., Debt, Corporate Management, Securities, Financial Advisory, Equities, Capital Markets, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Syndications, Portfolio Management, Trading, Investments, Emerging Markets, Bonds, Wealth Management, Financial Markets, Investment Advisory, Financial Analysis, Financial Institutions, Credit Risk, Banking, Business Strategy, Asset Managment, Experienced Speaker, Public Speaking, Crisis Management, Strategic Consulting, Real Estate Economics, Asset Allocation, Management, Strategy, Investment Strategies, Public/private..., Risk Management, Financial Services, Strategic Financial..., Commodity
Education
Indiana University - Kelley School of Business 1970 — 1972
MBA, Finance/Marketing
Kenyon College 1966 — 1970
AB, Political Science
University of Michigan 1976 — 1976
Non-degree pgm., Public Finance Institute
Champaign High School 1964 — 1966
Christina Franza Christina Franza's Lazard Freres & Co. Experience July 2005 - December 2008
Job Assistant Vice President Securities and Fund Services, Global Transaction Services
Industry Accounting
Experience
EisnerAmper LLP December 2008 - June 2011
Lazard Freres & Co. July 2005 - December 2008
Rothstein Kass January 2004 - July 2005
Skills
Financial Reporting, Tax, Accounting, US GAAP, SEC filings, Tax Accounting, GAAP, Internal Controls, Corporate Tax, Tax Research, Partnership Taxation, Financial Statements, Income Tax, International Tax, Auditing, Tax Preparation
Education
City University of New York-College of Staten Island 1996 — 2002
Bachelor, Accounting
EisnerAmper LLP December 2008 - June 2011
Lazard Freres & Co. July 2005 - December 2008
Rothstein Kass January 2004 - July 2005
Skills
Financial Reporting, Tax, Accounting, US GAAP, SEC filings, Tax Accounting, GAAP, Internal Controls, Corporate Tax, Tax Research, Partnership Taxation, Financial Statements, Income Tax, International Tax, Auditing, Tax Preparation
Education
City University of New York-College of Staten Island 1996 — 2002
Bachelor, Accounting
Steven Friedman Steven Friedman's Lazard Freres & Co. Experience June 1996 - June 1998
Job
Industry Investment Management
Experience
Kalo Capital Management October 2010 - Present
Potomac Partners, L.P. June 2008 - Present
Manalapan Oracle Advisers June 2009 - September 2010
Pequot Capital June 2006 - June 2008
Feirstein Capital June 2001 - June 2006
Lazard Freres & Co. June 1996 - June 1998
Skills
Hedge Funds, Equities, Portfolio Management, CFA, Investment Adviser...
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Michigan 1992 — 1996
BBA
Kalo Capital Management October 2010 - Present
Potomac Partners, L.P. June 2008 - Present
Manalapan Oracle Advisers June 2009 - September 2010
Pequot Capital June 2006 - June 2008
Feirstein Capital June 2001 - June 2006
Lazard Freres & Co. June 1996 - June 1998
Skills
Hedge Funds, Equities, Portfolio Management, CFA, Investment Adviser...
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Michigan 1992 — 1996
BBA
Bill Darrow's Lazard Freres & Co. Experience 2004 - 2005
Job Staff Software Engineer at Twitter
Industry Internet
Experience
Twitter October 2012 - Present
SnappyTV October 2010 - October 2012
Yahoo! May 2007 - October 2010
Bank of America 2006 - 2007
Lazard Freres & Co. 2004 - 2005
Education
Carnegie Mellon University 2002 — 2006
Twitter October 2012 - Present
SnappyTV October 2010 - October 2012
Yahoo! May 2007 - October 2010
Bank of America 2006 - 2007
Lazard Freres & Co. 2004 - 2005
Education
Carnegie Mellon University 2002 — 2006
Jordan Smyth Jordan Smyth's Lazard Freres & Co. Experience 1988 - 1990
Job Managing Director at Edgemoor Investment Advisors, Inc.
Industry Investment Management
Experience
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Robert Brauns Robert Brauns's Lazard Freres & Co. Experience 1981 - 1984
Job Founder & President at MergerNetwork
Industry Internet
Experience
MergerNetwork April 1995 - Present
Brauns Online Media (formerly Marketplace Technologies) 1995 - Present
Brauns Consulting 1992 - 1995
Coopers & Lybrand 1990 - 1991
Experra Corporation 1984 - 1991
Lazard Freres & Co. 1981 - 1984
Merrill Lynch 1978 - 1981
Citibank 1973 - 1975
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Mergers, Entrepreneurship, IPO, Investment Banking, Start-ups, Business Valuation, Corporate Development, Management, International Business, Business Development, Strategy, Joint Ventures, Project Finance, Private Placements, Strategic Planning, Strategic Consulting, Due Diligence, Private Equity, Strategic Partnerships, Business Planning, Business Strategy, Small Business, Investments, Angel Investing, Management Consulting, Software Development, SEO, New Business Development, Real Estate, Finance, Executive Management, E-commerce, M&A experience, Capital, Web 2.0, Funding, Emerging Markets, Databases, Restructuring, Investor Relations, Online Marketplaces
Education
Harvard University, John F. Kennedy School of Government 1977 — 1978
MPA, Public Administration
Harvard Business School 1974 — 1977
MBA, Finance
Harvard College 1968 — 1972
BA, English
MergerNetwork April 1995 - Present
Brauns Online Media (formerly Marketplace Technologies) 1995 - Present
Brauns Consulting 1992 - 1995
Coopers & Lybrand 1990 - 1991
Experra Corporation 1984 - 1991
Lazard Freres & Co. 1981 - 1984
Merrill Lynch 1978 - 1981
Citibank 1973 - 1975
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Mergers, Entrepreneurship, IPO, Investment Banking, Start-ups, Business Valuation, Corporate Development, Management, International Business, Business Development, Strategy, Joint Ventures, Project Finance, Private Placements, Strategic Planning, Strategic Consulting, Due Diligence, Private Equity, Strategic Partnerships, Business Planning, Business Strategy, Small Business, Investments, Angel Investing, Management Consulting, Software Development, SEO, New Business Development, Real Estate, Finance, Executive Management, E-commerce, M&A experience, Capital, Web 2.0, Funding, Emerging Markets, Databases, Restructuring, Investor Relations, Online Marketplaces
Education
Harvard University, John F. Kennedy School of Government 1977 — 1978
MPA, Public Administration
Harvard Business School 1974 — 1977
MBA, Finance
Harvard College 1968 — 1972
BA, English
Michelle Master's Lazard Freres & Co. Experience October 2001 - August 2009
Job Private Chef and Founder at CocoGazelle Consulting
Industry Health, Wellness and Fitness
Experience
CocoGazelle Consulting January 2013 - Present
Vivapura May 2010 - January 2013
CocoGazelle Chocolate August 2009 - January 2013
Lazard Freres & Co. October 2001 - August 2009
Skills
Marketing Strategy, Food, Culinary Skills, Chocolate, Vegan, Holistic Health, Strategic Partnerships, Brand Development, Marketing, Small Business, Start-ups, Social Media Marketing, Pastry, Entrepreneurship, Sales, Product Development, Menu Development, Wellness, Social Networking, Chef, Recipes, Social Media, Digital Media, Public Speaking, Strategic Planning
Education
Georgetown University 1996 — 2000
BSBA, International Business and Marketing
Detroit Country Day School
CocoGazelle Consulting January 2013 - Present
Vivapura May 2010 - January 2013
CocoGazelle Chocolate August 2009 - January 2013
Lazard Freres & Co. October 2001 - August 2009
Skills
Marketing Strategy, Food, Culinary Skills, Chocolate, Vegan, Holistic Health, Strategic Partnerships, Brand Development, Marketing, Small Business, Start-ups, Social Media Marketing, Pastry, Entrepreneurship, Sales, Product Development, Menu Development, Wellness, Social Networking, Chef, Recipes, Social Media, Digital Media, Public Speaking, Strategic Planning
Education
Georgetown University 1996 — 2000
BSBA, International Business and Marketing
Detroit Country Day School
David Suarez, MBA David Suarez, MBA's Lazard Freres & Co. Experience July 1997 - May 1998
Job Facilitator and Coach Specializing in Communication, Leadership and Management Skills
Industry Professional Training & Coaching
Experience
Interactive Training Solutions, LLC June 2007 - Present
(add)ventures June 2010 - August 2011
Miami Improv Festival January 2003 - October 2007
Just The Funny Improv Theater Company March 1999 - October 2007
Miami Dade College January 2002 - June 2007
USA Broadcasting May 1998 - April 2000
Blind Date 2000 - 2000
Lazard Freres & Co. July 1997 - May 1998
Skills
Social Media, Small Business, Advertising, Marketing, Public Speaking, Communication Training, Hands-on Training, Presentation Coaching, Executive Coaching, Sales Presentations, Interpersonal..., Leadership Development, Team Building, Team Leadership, Teamwork, Team Management, Presenter, Motivational Speaking, Conflict Resolution, Corporate Branding, Personal Branding, Branding & Identity, Coaching, Marketing Communications, Improvisation, Improvisational Comedy, Training, Public Relations, Management Consulting, Strategy, Internal Communications, Marketing Strategy, Management, Strategic Partnerships, Leadership, Social Media Marketing, Human Resources, Staff Development, Entrepreneurship, Time Management, Program Management
Education
Florida International University - College of Business 2001 — 2004
MBA
New York University 1992 — 1994
BFA
Miami Killian Senior High 1987 — 1990
Interactive Training Solutions, LLC June 2007 - Present
(add)ventures June 2010 - August 2011
Miami Improv Festival January 2003 - October 2007
Just The Funny Improv Theater Company March 1999 - October 2007
Miami Dade College January 2002 - June 2007
USA Broadcasting May 1998 - April 2000
Blind Date 2000 - 2000
Lazard Freres & Co. July 1997 - May 1998
Skills
Social Media, Small Business, Advertising, Marketing, Public Speaking, Communication Training, Hands-on Training, Presentation Coaching, Executive Coaching, Sales Presentations, Interpersonal..., Leadership Development, Team Building, Team Leadership, Teamwork, Team Management, Presenter, Motivational Speaking, Conflict Resolution, Corporate Branding, Personal Branding, Branding & Identity, Coaching, Marketing Communications, Improvisation, Improvisational Comedy, Training, Public Relations, Management Consulting, Strategy, Internal Communications, Marketing Strategy, Management, Strategic Partnerships, Leadership, Social Media Marketing, Human Resources, Staff Development, Entrepreneurship, Time Management, Program Management
Education
Florida International University - College of Business 2001 — 2004
MBA
New York University 1992 — 1994
BFA
Miami Killian Senior High 1987 — 1990
Javier Luzarraga Javier Luzarraga's Lazard Freres & Co. Experience 1997 - 1998
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Klaus Kretschmann Klaus Kretschmann's Lazard Freres & Co. Experience 1995 - 1999
Job Managing Director at Alvarez&Marsal
Industry Real Estate
Experience
Alvarez&Marsal May 2010 - Present
Cushman & Wakefield January 2008 - May 2010
Westport Group, Inc. 2005 - 2008
GIC Real Estate, Inc. 2001 - 2004
Wells Hill Partners 1999 - 2001
Lazard Freres & Co. 1995 - 1999
Hyperion Capital Services Corporation 1992 - 1995
Collins Development Company 1989 - 1992
Urbco, Inc. 1982 - 1989
Connecticut Mutual Life Insurance Company 1977 - 1982
Education
The University of Chicago 1975 — 1977
MBA, Finance, Investments
Illinois Institute of Technology 1970 — 1975
B. Architecture, Architecture
Alvarez&Marsal May 2010 - Present
Cushman & Wakefield January 2008 - May 2010
Westport Group, Inc. 2005 - 2008
GIC Real Estate, Inc. 2001 - 2004
Wells Hill Partners 1999 - 2001
Lazard Freres & Co. 1995 - 1999
Hyperion Capital Services Corporation 1992 - 1995
Collins Development Company 1989 - 1992
Urbco, Inc. 1982 - 1989
Connecticut Mutual Life Insurance Company 1977 - 1982
Education
The University of Chicago 1975 — 1977
MBA, Finance, Investments
Illinois Institute of Technology 1970 — 1975
B. Architecture, Architecture
Guy Sperduto Guy Sperduto's Lazard Freres & Co. Experience 1987 - 1988
Job CPA | Accounting | Bookkeeping | Business Consulting | Small Businesses | Churches | NonProfits | Incorporation
Industry Accounting
Experience
Accounting Link USA 1999 - Present
Guy D. Sperduto, CPA PA 1993 - Present
ForstmannLeff 1982 - Present
Micro Computer Resources 1990 - 1993
Pebsco, Inc 1989 - 1990
Lazard Freres & Co. 1987 - 1988
KR Capital 1986 - 1987
Atalanta Corporation 1985 - 1985
Education
Life Christian University 2006 — 2008
M. TH, Theology
Florida International University 1990 — 1990
Taxation
North Carolina State University 1977 — 1981
BA, Accounting, Economics, Business Management
Accounting Link USA 1999 - Present
Guy D. Sperduto, CPA PA 1993 - Present
ForstmannLeff 1982 - Present
Micro Computer Resources 1990 - 1993
Pebsco, Inc 1989 - 1990
Lazard Freres & Co. 1987 - 1988
KR Capital 1986 - 1987
Atalanta Corporation 1985 - 1985
Education
Life Christian University 2006 — 2008
M. TH, Theology
Florida International University 1990 — 1990
Taxation
North Carolina State University 1977 — 1981
BA, Accounting, Economics, Business Management
Nicole Beall Banks Nicole Beall Banks's Lazard Freres & Co. Experience May 2011 - June 2013
Job Associate at Providence Equity Partners
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners July 2013 - Present
Lazard Freres & Co. May 2011 - June 2013
Goldman Sachs November 2009 - May 2011
Permian Investment Partners July 2009 - November 2009
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance
Cate School 2001 — 2005
Providence Equity Partners July 2013 - Present
Lazard Freres & Co. May 2011 - June 2013
Goldman Sachs November 2009 - May 2011
Permian Investment Partners July 2009 - November 2009
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance
Cate School 2001 — 2005
Jared Kasner Jared Kasner's Lazard Freres & Co. Experience May 2009 - July 2009
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Higher Education
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - July 2013
Southern District of New York June 2012 - August 2012
The Office of Senator Kirsten E. Gillibrand September 2010 - April 2011
Lazard Freres & Co. May 2009 - July 2009
Skills
Legal Research, Politics, Economics, Mergers & Acquisitions, Fundraising, Entrepreneurship, Venture Capital, Microsoft Office, Editing
Education
Fordham Law School 2011 — 2014
J.D., Law
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - July 2013
Southern District of New York June 2012 - August 2012
The Office of Senator Kirsten E. Gillibrand September 2010 - April 2011
Lazard Freres & Co. May 2009 - July 2009
Skills
Legal Research, Politics, Economics, Mergers & Acquisitions, Fundraising, Entrepreneurship, Venture Capital, Microsoft Office, Editing
Education
Fordham Law School 2011 — 2014
J.D., Law
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance
Henry Delouvrier Henry Delouvrier's Lazard Freres & Co. Experience May 2011 - June 2012
Job Product Manager at ZocDoc
Industry Internet
Experience
ZocDoc August 2013 - Present
ZocDoc June 2012 - August 2013
Lazard Freres & Co. May 2011 - June 2012
Credit Suisse June 2010 - May 2011
Skills
Product Management, Start-ups, Venture Capital, Private Equity, Entrepreneurship, Strategy, Project Management, Analytics, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Management, Corporate Finance, Marketing, Business Development, Social Media
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business
The Lawrenceville School
ZocDoc August 2013 - Present
ZocDoc June 2012 - August 2013
Lazard Freres & Co. May 2011 - June 2012
Credit Suisse June 2010 - May 2011
Skills
Product Management, Start-ups, Venture Capital, Private Equity, Entrepreneurship, Strategy, Project Management, Analytics, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Management, Corporate Finance, Marketing, Business Development, Social Media
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business
The Lawrenceville School
Ali Jones's Lazard Freres & Co. Experience June 2008 - August 2011
Job MBA Candidate at Harvard Business School
Industry Online Media
Experience
Harvard Business School September 2014 - Present
NBCUniversal, Inc. News Group September 2013 - June 2014
NBCUniversal, Inc. July 2011 - August 2013
Lazard Freres & Co. June 2008 - August 2011
Skills
Financial Modeling, Corporate Finance, Valuation
Education
Yale University 2004 — 2008
BA, Political Science
Harvard Business School
Harvard Business School September 2014 - Present
NBCUniversal, Inc. News Group September 2013 - June 2014
NBCUniversal, Inc. July 2011 - August 2013
Lazard Freres & Co. June 2008 - August 2011
Skills
Financial Modeling, Corporate Finance, Valuation
Education
Yale University 2004 — 2008
BA, Political Science
Harvard Business School
Sajed Sahni Sajed Sahni's Lazard Freres & Co. Experience February 2004 - March 2005
Job
Industry Information Technology and Services
Experience
Google May 2014 - Present
Divide (formerly Enterproid) June 2013 - May 2014
Morgan Stanley October 2010 - June 2013
Mindshift Technologies April 2009 - October 2010
BlackRock October 2007 - February 2009
Cleary Gottlieb March 2005 - October 2007
Lazard Freres & Co. February 2004 - March 2005
Excite Networks 2001 - 2003
Skills
Management, Project Management, Information Technology, Vendor Management, Risk Management, Strategic Planning, IT Strategy, Technology Management, IT Management, ITIL, Entrepreneurship, Disaster Recovery, Business Analysis, Technical Leadership, Critical Thinking, Business Planning, Financial Services, Investments, Business Relationship..., Finance, Entrepreneurship..., Social Entrepreneurship, Social Media, Operations Management, MBA, Business Continuity..., BYOD, Large Scale Deployments, Enterprise Mobility, Mobility Management, Mobility Strategy, Enterprise Software, Business Development, Strategy, Program Management, Leadership, Cloud Computing
Education
Pace University - Lubin School of Business 2009 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Finance
Hofstra University 1998 — 2002
BS, Electrical Engineering
Google May 2014 - Present
Divide (formerly Enterproid) June 2013 - May 2014
Morgan Stanley October 2010 - June 2013
Mindshift Technologies April 2009 - October 2010
BlackRock October 2007 - February 2009
Cleary Gottlieb March 2005 - October 2007
Lazard Freres & Co. February 2004 - March 2005
Excite Networks 2001 - 2003
Skills
Management, Project Management, Information Technology, Vendor Management, Risk Management, Strategic Planning, IT Strategy, Technology Management, IT Management, ITIL, Entrepreneurship, Disaster Recovery, Business Analysis, Technical Leadership, Critical Thinking, Business Planning, Financial Services, Investments, Business Relationship..., Finance, Entrepreneurship..., Social Entrepreneurship, Social Media, Operations Management, MBA, Business Continuity..., BYOD, Large Scale Deployments, Enterprise Mobility, Mobility Management, Mobility Strategy, Enterprise Software, Business Development, Strategy, Program Management, Leadership, Cloud Computing
Education
Pace University - Lubin School of Business 2009 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Finance
Hofstra University 1998 — 2002
BS, Electrical Engineering
Jennifer Lacks Kaplan Jennifer Lacks Kaplan's Lazard Freres & Co. Experience 1985 - 1987
Job Principal at Deloitte
Industry Management Consulting
Experience
Deloitte January 2013 - Present
Monitor Group 1989 - Present
Lazard Freres & Co. 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
University of Pennsylvania 1981 — 1985
BSE, Finance
Deloitte January 2013 - Present
Monitor Group 1989 - Present
Lazard Freres & Co. 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
University of Pennsylvania 1981 — 1985
BSE, Finance
Gene Mack's Lazard Freres & Co. Experience January 2003 - May 2005
Job Senior Director at Edge Therapeutics, Inc.
Industry Biotechnology
Experience
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Bradley Skaf Bradley Skaf's Lazard Freres & Co. Experience June 2010 - June 2012
Job Master of Business Administration Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Harbor Bridge Capital July 2012 - April 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Java, Investments, Due Diligence, Mergers & Acquisitions, Investment Banking, Equities, Bloomberg, Data Analysis, Economics
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics
Harbor Bridge Capital July 2012 - April 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Java, Investments, Due Diligence, Mergers & Acquisitions, Investment Banking, Equities, Bloomberg, Data Analysis, Economics
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics
Philip Viergutz Philip Viergutz's Lazard Freres & Co. Experience July 2003 - July 2005
Job Principal at AlpInvest Partners (The Carlyle Group)
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners (The Carlyle Group) July 2011 - Present
AlpInvest Partners (The Carlyle Group) July 2008 - July 2011
HarbourVest Partners, LLC July 2005 - July 2007
Lazard Freres & Co. July 2003 - July 2005
Brown Brothers Harriman & Co. July 2001 - July 2003
Skills
Private Equity, Fund Of Funds, Private Placements, Financial Structuring, Emerging Markets, Business Planning, Financial Analysis, Buyouts, Restructuring, Portfolio Management, Asset Management, Strategy, LBO, Investor Relations, Entrepreneurship, Growth Capital
Education
INSEAD 2007 — 2008
MBA, Finance
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering
Pine Crest School 1990 — 1996
AlpInvest Partners (The Carlyle Group) July 2011 - Present
AlpInvest Partners (The Carlyle Group) July 2008 - July 2011
HarbourVest Partners, LLC July 2005 - July 2007
Lazard Freres & Co. July 2003 - July 2005
Brown Brothers Harriman & Co. July 2001 - July 2003
Skills
Private Equity, Fund Of Funds, Private Placements, Financial Structuring, Emerging Markets, Business Planning, Financial Analysis, Buyouts, Restructuring, Portfolio Management, Asset Management, Strategy, LBO, Investor Relations, Entrepreneurship, Growth Capital
Education
INSEAD 2007 — 2008
MBA, Finance
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering
Pine Crest School 1990 — 1996
Jamie Hale Jamie Hale's Lazard Freres & Co. Experience 1996 - 1997
Job CoFounder & CEO at Ladder Financial Inc
Industry Financial Services
Experience
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
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
Matthew Maloney Matthew Maloney's Lazard Freres & Co. Experience January 2010 - December 2011
Job Distressed Debt Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2015 - Present
Black Diamond December 2011 - January 2015
Lazard Freres & Co. January 2010 - December 2011
Aviva Investors May 2008 - January 2009
Loras College May 2007 - June 2008
Prudential Financial May 2007 - August 2007
Education
Loras College 2005 — 2009
Finance
The University of Chicago Booth School of Business
Neuberger Berman January 2015 - Present
Black Diamond December 2011 - January 2015
Lazard Freres & Co. January 2010 - December 2011
Aviva Investors May 2008 - January 2009
Loras College May 2007 - June 2008
Prudential Financial May 2007 - August 2007
Education
Loras College 2005 — 2009
Finance
The University of Chicago Booth School of Business
Ryan J. S. Baxter's Lazard Freres & Co. Experience 2011 - 2011
Job RE Lobbyist and Liaison with a Passion for Education
Industry Real Estate
Experience
REBNY (The Real Estate Board of New York) September 2015 - Present
PASSNYC April 2015 - Present
MetaProp NYC July 2015 - Present
Young Eisner Scholars March 2014 - Present
REBNY (Real Estate Board of New York) August 2013 - September 2015
REBNY (Real Estate Board of New York) June 2012 - August 2013
MAChO January 2012 - August 2013
NYS District Assembly Member Dan Quart 2012 - 2012
Lazard Freres & Co. 2011 - 2011
Gordian Group, LLC 2010 - 2010
Skills
Public Policy, Policy Analysis, Non-profits, Community Outreach, Research, Economic Development, Grant Writing, Public Speaking, Nonprofits, Microsoft Excel, PowerPoint, Qualitative Research, Politics, Microsoft Office, Grants, Government, Fundraising, Policy, Volunteer Management, Urban Planning, Program Evaluation, Political Science, SPSS
Education
Macaulay Honors College, CUNY at Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Urban Studies/Affairs
City University of New York-Hunter College 2008 — 2012
Bachelors of Arts, Urban Studies
Hunter College High School 2002 — 2008
REBNY (The Real Estate Board of New York) September 2015 - Present
PASSNYC April 2015 - Present
MetaProp NYC July 2015 - Present
Young Eisner Scholars March 2014 - Present
REBNY (Real Estate Board of New York) August 2013 - September 2015
REBNY (Real Estate Board of New York) June 2012 - August 2013
MAChO January 2012 - August 2013
NYS District Assembly Member Dan Quart 2012 - 2012
Lazard Freres & Co. 2011 - 2011
Gordian Group, LLC 2010 - 2010
Skills
Public Policy, Policy Analysis, Non-profits, Community Outreach, Research, Economic Development, Grant Writing, Public Speaking, Nonprofits, Microsoft Excel, PowerPoint, Qualitative Research, Politics, Microsoft Office, Grants, Government, Fundraising, Policy, Volunteer Management, Urban Planning, Program Evaluation, Political Science, SPSS
Education
Macaulay Honors College, CUNY at Hunter College 2008 — 2012
Bachelor of Arts (B.A.), Urban Studies/Affairs
City University of New York-Hunter College 2008 — 2012
Bachelors of Arts, Urban Studies
Hunter College High School 2002 — 2008
Kevin McWha Steele Kevin McWha Steele's Lazard Freres & Co. Experience 1999 - 2001
Job CEO, Songwriter, Lyricist, Writer at KMSmusique dba McWha (ASCAP)
Industry Entertainment
Experience
KMSmusique - dba McWha (ASCAP) July 2009 - Present
Lazard Freres & Co. 1999 - 2001
Skills
Songwriting, Lyricist, Publishing, Music Industry, Entertainment, Singing, Music, Songs, Band, Rock, Music Publishing, Festivals, Vocal, Film, Voice Over, Talent Booking, Musical Theatre, Recording, Composition, Stage, A&R, Music Production, Studio Recording, Record Labels, Improvisation, Sound Design, Theatre, Audio Engineering, Performing Arts, Pro Tools, Tour Management, Sound, Acting
Education
Bard College 1999 — 2001
MFA, Poetry
James Madison University 1990 — 1995
BA, Foreign Language
KMSmusique - dba McWha (ASCAP) July 2009 - Present
Lazard Freres & Co. 1999 - 2001
Skills
Songwriting, Lyricist, Publishing, Music Industry, Entertainment, Singing, Music, Songs, Band, Rock, Music Publishing, Festivals, Vocal, Film, Voice Over, Talent Booking, Musical Theatre, Recording, Composition, Stage, A&R, Music Production, Studio Recording, Record Labels, Improvisation, Sound Design, Theatre, Audio Engineering, Performing Arts, Pro Tools, Tour Management, Sound, Acting
Education
Bard College 1999 — 2001
MFA, Poetry
James Madison University 1990 — 1995
BA, Foreign Language
Leonie DeRango Leonie DeRango's Lazard Freres & Co. Experience November 2010 - Present
Job Assistant at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. November 2010 - Present
HoyPoloi Gallery March 2007 - October 2010
Skills
Photoshop, PowerPoint, Microsoft Excel, Social Media, Outlook, Customer Service, Adobe Creative Suite, Event Planning, Research, Event Management, Illustrator, Rearden, Salesforce.com, PeopleSoft, Outstanding people..., Administrative..., Graphic Design, Mac, Social Media Marketing, Social Networking, Time Management, Microsoft Office, Creativity
Education
Columbia College Chicago 2004 — 2008
Bachelor of Arts (B.A.), Art History/Interior Architecture/Photography
Columbia College Chicago 2001 — 2004
Bachelor of Arts (B.A.), Interior Design
Lazard Freres & Co. November 2010 - Present
HoyPoloi Gallery March 2007 - October 2010
Skills
Photoshop, PowerPoint, Microsoft Excel, Social Media, Outlook, Customer Service, Adobe Creative Suite, Event Planning, Research, Event Management, Illustrator, Rearden, Salesforce.com, PeopleSoft, Outstanding people..., Administrative..., Graphic Design, Mac, Social Media Marketing, Social Networking, Time Management, Microsoft Office, Creativity
Education
Columbia College Chicago 2004 — 2008
Bachelor of Arts (B.A.), Art History/Interior Architecture/Photography
Columbia College Chicago 2001 — 2004
Bachelor of Arts (B.A.), Interior Design
Christina Celestino Christina Celestino's Lazard Freres & Co. Experience July 2009 - May 2012
Job Recruiting, Training & Development Coordinator at Greenhill
Industry Investment Banking
Experience
Greenhill & Co. September 2015 - Present
Lazard September 2013 - Present
Lazard April 2012 - August 2013
Lazard Freres & Co. July 2009 - May 2012
Lazard Freres & Co. September 2007 - July 2009
Mark David & Company August 2005 - November 2006
Education
DePaul University
Master of Business Administration (M.B.A.)
Fordham University
Greenhill & Co. September 2015 - Present
Lazard September 2013 - Present
Lazard April 2012 - August 2013
Lazard Freres & Co. July 2009 - May 2012
Lazard Freres & Co. September 2007 - July 2009
Mark David & Company August 2005 - November 2006
Education
DePaul University
Master of Business Administration (M.B.A.)
Fordham University
Austin Boaz Austin Boaz's Lazard Freres & Co. Experience June 2011 - June 2013
Job Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2015 - Present
Stockbridge Investors August 2013 - January 2015
Lazard Freres & Co. June 2011 - June 2013
Lazard Freres & Co. May 2010 - July 2010
Freddie Mac May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Accounting, Microsoft Excel, Operations Management, Team Leadership, Mergers & Acquisitions, Customer Service, Team Management, Team Building, Spanish
Education
Brigham Young University 2007 — 2011
BS, Accountancy, Accounting
Principal Global Investors March 2015 - Present
Stockbridge Investors August 2013 - January 2015
Lazard Freres & Co. June 2011 - June 2013
Lazard Freres & Co. May 2010 - July 2010
Freddie Mac May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Accounting, Microsoft Excel, Operations Management, Team Leadership, Mergers & Acquisitions, Customer Service, Team Management, Team Building, Spanish
Education
Brigham Young University 2007 — 2011
BS, Accountancy, Accounting
Clark Lampen Clark Lampen's Lazard Freres & Co. Experience May 2008 - August 2008
Job Investment Analyst
Industry Investment Management
Experience
Columbus Circle Investors April 2015 - Present
Surveyor Capital September 2013 - November 2014
Lazard Capital Markets May 2009 - September 2013
Lazard Freres & Co. May 2008 - August 2008
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87, Valuation, Equity Research, Bloomberg, Equities, Hedge Funds, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2009
BS, Finance
Lehigh University 2004 — 2008
BA, English, Journalism
Rutgers Preparatory School 2000 — 2004
High School
Columbus Circle Investors April 2015 - Present
Surveyor Capital September 2013 - November 2014
Lazard Capital Markets May 2009 - September 2013
Lazard Freres & Co. May 2008 - August 2008
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87, Valuation, Equity Research, Bloomberg, Equities, Hedge Funds, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2009
BS, Finance
Lehigh University 2004 — 2008
BA, English, Journalism
Rutgers Preparatory School 2000 — 2004
High School
David Fine David Fine's Lazard Freres & Co. Experience July 2007 - June 2008
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
Jeffrey McNerney's Lazard Freres & Co. Experience Summer AnalystDreman Value Management2010 - 2010
Job Associate at Aurora Capital Group
Industry Investment Banking
Experience
Aurora Capital Group July 2014 - Present
Lazard Freres & Co. Summer AnalystDreman Value Management2010 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Pilot 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, LBO, M&A experience, Capital IQ, Financial Analysis, Investment Banking, Stata, DCF, Corporate Finance, Bloomberg, Value Investing, Equities, Airplane Multiengine..., Emerging Markets
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) and Economics
Aurora Capital Group July 2014 - Present
Lazard Freres & Co. Summer AnalystDreman Value Management2010 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Pilot 2005 - 2005
Skills
Valuation, Financial Modeling, Economics, LBO, M&A experience, Capital IQ, Financial Analysis, Investment Banking, Stata, DCF, Corporate Finance, Bloomberg, Value Investing, Equities, Airplane Multiengine..., Emerging Markets
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (PPE) and Economics
Shawn Lese Shawn Lese's Lazard Freres & Co. Experience 2003 - 2005
Job Managing Director, Head of Business Development, North America at TIAA Henderson Real Estate
Industry Real Estate
Experience
TIAA Henderson Real Estate May 2015 - Present
Grosvenor June 2012 - May 2015
Morgan Stanley April 2005 - June 2012
Lazard Freres & Co. 2003 - 2005
JPMorgan Chase 2000 - 2002
Sullivan & Cromwell 1998 - 2000
Education
Columbia Business School 1994 — 1998
MBA
Columbia Law School 1994 — 1998
JD
Columbia College (NY) 1988 — 1992
Bachelor's degree, East Asian Language and Culture
TIAA Henderson Real Estate May 2015 - Present
Grosvenor June 2012 - May 2015
Morgan Stanley April 2005 - June 2012
Lazard Freres & Co. 2003 - 2005
JPMorgan Chase 2000 - 2002
Sullivan & Cromwell 1998 - 2000
Education
Columbia Business School 1994 — 1998
MBA
Columbia Law School 1994 — 1998
JD
Columbia College (NY) 1988 — 1992
Bachelor's degree, East Asian Language and Culture
Ethan Budin's Lazard Freres & Co. Experience August 1990 - June 1992
Job Senior Principal at Flexpoint Ford, LLC
Industry Investment Management
Experience
Flexpoint Ford, LLC PrincipalGTCR Golder RaunerJune 1998 - June 2004
Leeds Group Inc. May 1994 - June 1998
The Boston Consulting Group August 1992 - April 1994
Lazard Freres & Co. August 1990 - June 1992
Education
Harvard University 1986 — 1990
AB, Mathematics
Flexpoint Ford, LLC PrincipalGTCR Golder RaunerJune 1998 - June 2004
Leeds Group Inc. May 1994 - June 1998
The Boston Consulting Group August 1992 - April 1994
Lazard Freres & Co. August 1990 - June 1992
Education
Harvard University 1986 — 1990
AB, Mathematics
Larry Cook Larry Cook's Lazard Freres & Co. Experience May 1998 - August 1998
Job Managing Director at Dakota Pacific
Industry Venture Capital & Private Equity
Experience
Dakota Pacific October 2012 - Present
Guardsman Holdings May 2011 - Present
Peterson Partners March 2004 - April 2011
Ballard Spahr LLP June 2002 - February 2004
Sullivan & Cromwell LLP 1999 - 2002
Lazard Freres & Co. May 1998 - August 1998
Senate Judiciary Committee May 1997 - August 1997
Skills
Private Equity, Investments, Venture Capital, Due Diligence, Mergers, Private Placements, Financial Modeling, Corporate Finance, Recapitalizations, Start-ups, Growth Capital, Valuation, Entrepreneurship, Joint Ventures, Buyouts, Financial Analysis, Mezzanine, Securities Offerings, Securities Regulation, LBO, Mergers & Acquisitions, Corporate Development, Strategy, Finance, Business Strategy, Divestitures, M&A experience, Capital Raising, Investment Banking, Business Valuation, Angel Investing, Capital, Leveraged Finance, Venture Financing
Education
Stanford University 1989 — 1995
BA
Brigham Young University 1995 — 1999
JD/MBA
Dakota Pacific October 2012 - Present
Guardsman Holdings May 2011 - Present
Peterson Partners March 2004 - April 2011
Ballard Spahr LLP June 2002 - February 2004
Sullivan & Cromwell LLP 1999 - 2002
Lazard Freres & Co. May 1998 - August 1998
Senate Judiciary Committee May 1997 - August 1997
Skills
Private Equity, Investments, Venture Capital, Due Diligence, Mergers, Private Placements, Financial Modeling, Corporate Finance, Recapitalizations, Start-ups, Growth Capital, Valuation, Entrepreneurship, Joint Ventures, Buyouts, Financial Analysis, Mezzanine, Securities Offerings, Securities Regulation, LBO, Mergers & Acquisitions, Corporate Development, Strategy, Finance, Business Strategy, Divestitures, M&A experience, Capital Raising, Investment Banking, Business Valuation, Angel Investing, Capital, Leveraged Finance, Venture Financing
Education
Stanford University 1989 — 1995
BA
Brigham Young University 1995 — 1999
JD/MBA
Yanislav Petrov's Lazard Freres & Co. Experience May 2009 - July 2009
Job Senior Associate, Business Operations & Strategy (BizOps) at Google
Industry Information Technology and Services
Experience
Google 2013 - Present
viagogo 2012 - 2013
Bain & Company October 2010 - 2012
Lazard Freres & Co. May 2009 - July 2009
New Sector Alliance January 2008 - May 2008
Audacious Inquiry, LLC 2008 - 2008
Piraeus Bank 2008 - 2008
Bulgarian Department of Energy and EU Integration 2007 - 2007
Skills
Financial Modeling, Private Equity, Entrepreneurship, Management Consulting, Valuation, Strategic Consulting, Corporate Development, Economics
Education
Harvard University 2006 — 2010
Bachelor's Degree, Economics
United World College 2004 — 2006
Google 2013 - Present
viagogo 2012 - 2013
Bain & Company October 2010 - 2012
Lazard Freres & Co. May 2009 - July 2009
New Sector Alliance January 2008 - May 2008
Audacious Inquiry, LLC 2008 - 2008
Piraeus Bank 2008 - 2008
Bulgarian Department of Energy and EU Integration 2007 - 2007
Skills
Financial Modeling, Private Equity, Entrepreneurship, Management Consulting, Valuation, Strategic Consulting, Corporate Development, Economics
Education
Harvard University 2006 — 2010
Bachelor's Degree, Economics
United World College 2004 — 2006
Ed Robbins Ed Robbins's Lazard Freres & Co. Experience 1989 - 1991
Job Systems Engineer at Direct Success, Inc.
Industry Computer & Network Security
Experience
Direct Success, Inc. March 2013 - Present
Direct Success, Inc. 2011 - March 2013
LabVantage Solutions 2010 - 2011
Planet Associates 2009 - 2010
AT&T 2006 - 2009
RCS Group LLC 2003 - 2006
EasyLink Services 2001 - 2003
CGS Technology Associates 1996 - 2001
Lazard Freres & Co. 1989 - 1991
Syntrex, Inc 1983 - 1989
Skills
System Deployment, Testing, Architecture, Analysis, Maintenance & Repair, SDLC, Vendor Management, Requirements Analysis, Cloud Computing, Integration, TCP/IP, Software Project..., Microsoft SQL Server, Software Development, SQL, Software Implementation, CSS, ASP, Computer Security, Security, Network Security, Windows Server, Disaster Recovery, Network Architecture, Information Technology, VPN, Networking, Telecommunications, Operating Systems, Active Directory, Databases, Network Administration, VMware, Windows, Servers, IIS, Enterprise Architecture, DNS, Hardware, Pre-sales, Quality Assurance, Microsoft Exchange, VMware ESX, DHCP, Virtualization, Oracle, Solaris
Education
Fairleigh Dickinson University 1980 — 1981
MS
West Virginia University
BS
Direct Success, Inc. March 2013 - Present
Direct Success, Inc. 2011 - March 2013
LabVantage Solutions 2010 - 2011
Planet Associates 2009 - 2010
AT&T 2006 - 2009
RCS Group LLC 2003 - 2006
EasyLink Services 2001 - 2003
CGS Technology Associates 1996 - 2001
Lazard Freres & Co. 1989 - 1991
Syntrex, Inc 1983 - 1989
Skills
System Deployment, Testing, Architecture, Analysis, Maintenance & Repair, SDLC, Vendor Management, Requirements Analysis, Cloud Computing, Integration, TCP/IP, Software Project..., Microsoft SQL Server, Software Development, SQL, Software Implementation, CSS, ASP, Computer Security, Security, Network Security, Windows Server, Disaster Recovery, Network Architecture, Information Technology, VPN, Networking, Telecommunications, Operating Systems, Active Directory, Databases, Network Administration, VMware, Windows, Servers, IIS, Enterprise Architecture, DNS, Hardware, Pre-sales, Quality Assurance, Microsoft Exchange, VMware ESX, DHCP, Virtualization, Oracle, Solaris
Education
Fairleigh Dickinson University 1980 — 1981
MS
West Virginia University
BS
Peter Tufo Peter Tufo's Lazard Freres & Co. Experience June 2009 - June 2011
Job Teton Gravity Research
Industry Media Production
Experience
Teton Gravity Research April 2015 - Present
Faherty Brand January 2013 - March 2015
Raznu January 2012 - January 2013
Lazard Freres & Co. June 2009 - June 2011
Education
Vanderbilt University 2005 — 2009
B.A. with High Honors
Deerfield Academy 2001 — 2005
National Outdoor Leadership School (NOLS)
Thinkful
Teton Gravity Research April 2015 - Present
Faherty Brand January 2013 - March 2015
Raznu January 2012 - January 2013
Lazard Freres & Co. June 2009 - June 2011
Education
Vanderbilt University 2005 — 2009
B.A. with High Honors
Deerfield Academy 2001 — 2005
National Outdoor Leadership School (NOLS)
Thinkful
Shehzad Bharwani Shehzad Bharwani's Lazard Freres & Co. Experience June 2012 - July 2014
Job Investment Banking Associate at Lazard
Industry Financial Services
Experience
Lazard July 2014 - Present
Lazard Freres & Co. June 2012 - July 2014
Emory University August 2010 - May 2012
Emory University August 2010 - May 2012
Private Tutor August 2010 - May 2012
Emory University School of Medicine June 2011 - August 2011
Emory University August 2010 - May 2011
Skills
M&A analysis, Business Strategy, Competitive Analysis, Financial Modeling, Financial Statement..., Corporate Development, Management Consulting, Data Analysis, Valuation, Microsoft Office, Mergers & Acquisitions, Econometrics
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Strategic and Financial Economics, Mathematics
Lazard July 2014 - Present
Lazard Freres & Co. June 2012 - July 2014
Emory University August 2010 - May 2012
Emory University August 2010 - May 2012
Private Tutor August 2010 - May 2012
Emory University School of Medicine June 2011 - August 2011
Emory University August 2010 - May 2011
Skills
M&A analysis, Business Strategy, Competitive Analysis, Financial Modeling, Financial Statement..., Corporate Development, Management Consulting, Data Analysis, Valuation, Microsoft Office, Mergers & Acquisitions, Econometrics
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Strategic and Financial Economics, Mathematics
Erik Ward Erik Ward's Lazard Freres & Co. Experience June 2011 - June 2013
Job Associate at Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management July 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
PricewaterhouseCoopers June 2010 - August 2010
Education
Emory University - Goizueta Business School
Oaktree Capital Management July 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
PricewaterhouseCoopers June 2010 - August 2010
Education
Emory University - Goizueta Business School
Vanessa K. Castillo's Lazard Freres & Co. Experience April 2008 - November 2008
Job HR Business Partner & Talent Enthusiast
Industry Leisure, Travel & Tourism
Experience
GTA May 2014 - Present
TradingScreen February 2012 - March 2014
The New York Botanical Garden January 2012 - June 2012
Pfizer 2011 - 2012
Clearpoint Funding October 2011 - November 2011
Metropolis Magazine (Bellerophon Publications) September 2010 - September 2011
VoodooVox July 2009 - August 2010
Guardian Life Insurance December 2008 - July 2009
Lazard Freres & Co. April 2008 - November 2008
Citi Group October 2004 - October 2007
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Employee Relations, Project Management, HRIS, Salesforce.com, Finance, Spanish, Organizational Structure, MS Office Suite, Workday, Management, Interviews, Performance Management
Education
Fordham University 2010 — 2012
Master's Degree, Human Resource and Education
Fordham University 2002 — 2005
Bachelor's Degree, Organizational Leadership
NYU School of Professional Studies
Certificate in Purchasing & Materials Management
GTA May 2014 - Present
TradingScreen February 2012 - March 2014
The New York Botanical Garden January 2012 - June 2012
Pfizer 2011 - 2012
Clearpoint Funding October 2011 - November 2011
Metropolis Magazine (Bellerophon Publications) September 2010 - September 2011
VoodooVox July 2009 - August 2010
Guardian Life Insurance December 2008 - July 2009
Lazard Freres & Co. April 2008 - November 2008
Citi Group October 2004 - October 2007
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Employee Relations, Project Management, HRIS, Salesforce.com, Finance, Spanish, Organizational Structure, MS Office Suite, Workday, Management, Interviews, Performance Management
Education
Fordham University 2010 — 2012
Master's Degree, Human Resource and Education
Fordham University 2002 — 2005
Bachelor's Degree, Organizational Leadership
NYU School of Professional Studies
Certificate in Purchasing & Materials Management
Colette Cannataro's Lazard Freres & Co. Experience 1984 — 2000
Job Marketing Manager at CPAF
Industry Financial Services
Experience
CPAF 2002 — Present
Lazard Freres & Co. 1984 — 2000
Skills
Risk Management, Series 7, Strategic Planning, Investments, Team Building, Due Diligence, Asset Management, Insurance, Financial Risk, Mortgage Lending, Contract Negotiation, Budgets, Business Planning, Capital Markets, Hedge Funds, Customer Service, New Business Development, Sales, Equities
Education
College of Mount Saint Vincent 1980 — 1984
BA
CPAF 2002 — Present
Lazard Freres & Co. 1984 — 2000
Skills
Risk Management, Series 7, Strategic Planning, Investments, Team Building, Due Diligence, Asset Management, Insurance, Financial Risk, Mortgage Lending, Contract Negotiation, Budgets, Business Planning, Capital Markets, Hedge Funds, Customer Service, New Business Development, Sales, Equities
Education
College of Mount Saint Vincent 1980 — 1984
BA
Jacopo Lenzi's Lazard Freres & Co. Experience 1993 - 1995
Job
Industry Internet
Experience
Samsung Electronics Global Innovation Center February 2015 - Present
Samsung Electronics Open Innovation Center May 2013 - February 2015
Walmart Global eCommerce September 2010 - April 2013
eBay July 2008 - September 2010
eBay 2001 - July 2008
ShockMarket Corporation 1999 - 2001
McKinsey & Co. 1997 - 1999
Lazard Freres & Co. 1993 - 1995
Skills
Corporate Development, E-commerce, Mergers, Strategy Development, Strategic Partnerships, Consumer Internet, Retail, Negotiation, M&A experience, M&A execution, International M&A, Business Development, Strategy, Mergers & Acquisitions, Finance, Business Strategy, Management, Management Consulting
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Columbia University in the City of New York 1990 — 1993
BA, Economics and Operations Research
Samsung Electronics Global Innovation Center February 2015 - Present
Samsung Electronics Open Innovation Center May 2013 - February 2015
Walmart Global eCommerce September 2010 - April 2013
eBay July 2008 - September 2010
eBay 2001 - July 2008
ShockMarket Corporation 1999 - 2001
McKinsey & Co. 1997 - 1999
Lazard Freres & Co. 1993 - 1995
Skills
Corporate Development, E-commerce, Mergers, Strategy Development, Strategic Partnerships, Consumer Internet, Retail, Negotiation, M&A experience, M&A execution, International M&A, Business Development, Strategy, Mergers & Acquisitions, Finance, Business Strategy, Management, Management Consulting
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Columbia University in the City of New York 1990 — 1993
BA, Economics and Operations Research
Kaustubh Wahal's Lazard Freres & Co. Experience November 2009 - August 2010
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
UBS Investment Bank October 2010 - March 2012
Lazard Freres & Co. November 2009 - August 2010
Lehman Brothers (Acquired by Barclays Capital) September 2005 - January 2009
Citigroup Inc. June 2004 - September 2005
Valley Ventures February 2004 - May 2004
Motorola, Inc. June 2003 - September 2003
Camelback Research Alliance, Inc. September 2002 - May 2003
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers, Private Equity, Mergers, Valuation, Due Diligence, Equities, Investments, Finance, Corporate Development, Strategy, Analysis, Financial Analysis, LBO, Venture Capital, Capital Markets
Education
Arizona State University 2000 — 2004
BS
University of Delhi, Kirori Mal College, India 1994 — 1998
BS
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
UBS Investment Bank October 2010 - March 2012
Lazard Freres & Co. November 2009 - August 2010
Lehman Brothers (Acquired by Barclays Capital) September 2005 - January 2009
Citigroup Inc. June 2004 - September 2005
Valley Ventures February 2004 - May 2004
Motorola, Inc. June 2003 - September 2003
Camelback Research Alliance, Inc. September 2002 - May 2003
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers, Private Equity, Mergers, Valuation, Due Diligence, Equities, Investments, Finance, Corporate Development, Strategy, Analysis, Financial Analysis, LBO, Venture Capital, Capital Markets
Education
Arizona State University 2000 — 2004
BS
University of Delhi, Kirori Mal College, India 1994 — 1998
BS
Laurent Hautefeuille's Lazard Freres & Co. Experience April 2011 - October 2012
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard January 2014 - Present
Lazard October 2012 - December 2013
Lazard Freres & Co. April 2011 - October 2012
EDF Energies Nouvelles September 2007 - April 2011
Easenergy September 2006 - September 2007
University of California, Berkeley/ European Commission September 2005 - August 2006
Michelin September 2003 - July 2004
Laboratoire Central des Ponts et Chaussées (LCPC) April 2002 - July 2002
Skills
Mergers & Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Renewable Energy, Due Diligence, Project Finance, Corporate Finance, Energy, Energy Industry, Mergers, Private Equity, Cleantech, Financial Analysis, Solar Energy, Technology, Finance, M&A experience, Solar Power, Wind, Energy Sector, M&A execution, Start-ups, Energy Efficiency, Business Strategy, Valuation, Emerging Markets, Leveraged Finance, Corporate Development
Education
ESCP Europe 2010 — 2010
Entrepreneurship, Finance
University of California, Berkeley 2004 — 2005
Master of Science, Engineering and Project Management
Ecole Nationale des Ponts et Chaussées 2001 — 2005
Master of Science, Management and Industrial Engineering
Lazard January 2014 - Present
Lazard October 2012 - December 2013
Lazard Freres & Co. April 2011 - October 2012
EDF Energies Nouvelles September 2007 - April 2011
Easenergy September 2006 - September 2007
University of California, Berkeley/ European Commission September 2005 - August 2006
Michelin September 2003 - July 2004
Laboratoire Central des Ponts et Chaussées (LCPC) April 2002 - July 2002
Skills
Mergers & Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Renewable Energy, Due Diligence, Project Finance, Corporate Finance, Energy, Energy Industry, Mergers, Private Equity, Cleantech, Financial Analysis, Solar Energy, Technology, Finance, M&A experience, Solar Power, Wind, Energy Sector, M&A execution, Start-ups, Energy Efficiency, Business Strategy, Valuation, Emerging Markets, Leveraged Finance, Corporate Development
Education
ESCP Europe 2010 — 2010
Entrepreneurship, Finance
University of California, Berkeley 2004 — 2005
Master of Science, Engineering and Project Management
Ecole Nationale des Ponts et Chaussées 2001 — 2005
Master of Science, Management and Industrial Engineering
Matt Friend's Lazard Freres & Co. Experience August 2010 - June 2011
Job Director at Deutsche Bank, Technology Leveraged Finance
Industry Investment Banking
Experience
Deutsche Bank September 2011 - Present
Lazard Freres & Co. August 2010 - June 2011
Deutsche Bank February 2009 - July 2010
Deutsche Bank July 2005 - February 2009
Bear, Stearns & Co. Inc. April 2001 - June 2003
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of California, Los Angeles 1999 — 2001
BA, Economics
Deutsche Bank September 2011 - Present
Lazard Freres & Co. August 2010 - June 2011
Deutsche Bank February 2009 - July 2010
Deutsche Bank July 2005 - February 2009
Bear, Stearns & Co. Inc. April 2001 - June 2003
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of California, Los Angeles 1999 — 2001
BA, Economics
Jane Schwartzberg's Lazard Freres & Co. Experience August 1990 - June 1992
Job Executive Director at UBS
Industry Banking
Experience
UBS June 2010 - Present
Gladwyne Partners, LLC September 2001 - January 2003
LockStar, Inc. March 1998 - June 2001
Syndata Technologies, Inc. November 1996 - March 1998
SQL Tools, Inc. September 1994 - August 1996
Lazard Freres & Co. August 1990 - June 1992
Skills
Mergers & Acquisitions, Corporate Finance, Venture Capital, Investment Banking, Product Management, Hedge Funds, Mergers, Business Development, Start-ups, Series 7, Marketing, Private Equity, Corporate Development, Financial Services, Management, Securities, Banking, Financial Analysis, New Business Development, Portfolio Management, Strategic Planning, Asset Managment, Capital Markets, Derivatives, Risk Management, Equity Research, Marketing Strategy, Business Strategy, Equities, Strategy, Financial Modeling, Investments, Valuation, Wealth Management, Bloomberg
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Barnard College 1986 — 1990
UBS June 2010 - Present
Gladwyne Partners, LLC September 2001 - January 2003
LockStar, Inc. March 1998 - June 2001
Syndata Technologies, Inc. November 1996 - March 1998
SQL Tools, Inc. September 1994 - August 1996
Lazard Freres & Co. August 1990 - June 1992
Skills
Mergers & Acquisitions, Corporate Finance, Venture Capital, Investment Banking, Product Management, Hedge Funds, Mergers, Business Development, Start-ups, Series 7, Marketing, Private Equity, Corporate Development, Financial Services, Management, Securities, Banking, Financial Analysis, New Business Development, Portfolio Management, Strategic Planning, Asset Managment, Capital Markets, Derivatives, Risk Management, Equity Research, Marketing Strategy, Business Strategy, Equities, Strategy, Financial Modeling, Investments, Valuation, Wealth Management, Bloomberg
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Barnard College 1986 — 1990
Ian Muir's Lazard Freres & Co. Experience 1986 - 1990
Job Director, Structured Finance at Freepoint Commodites Europe LLC
Industry Financial Services
Experience
Freepoint Commodites Europe LLC March 2014 - Present
Deutsche Bank October 2009 - January 2014
The Rickshaw Group, LLC September 2008 - November 2009
XL Capital June 2003 - August 2008
Sempra Energy Trading November 2002 - July 2003
BNP Paribas 1997 - 2001
Aig Trading Corp. 1993 - 1997
The Blackstone Group 1991 - 1993
Lazard Freres & Co. 1986 - 1990
Skills
Energy, Hedge Funds, Investment Banking, Valuation, Capital Markets, Derivatives, Fixed Income, Marketing, Financial Modeling, Commodity, Private Equity, Trading, Equities, Emerging Markets, Alternative Investments
Education
Bates College 1986 — 1990
Freepoint Commodites Europe LLC March 2014 - Present
Deutsche Bank October 2009 - January 2014
The Rickshaw Group, LLC September 2008 - November 2009
XL Capital June 2003 - August 2008
Sempra Energy Trading November 2002 - July 2003
BNP Paribas 1997 - 2001
Aig Trading Corp. 1993 - 1997
The Blackstone Group 1991 - 1993
Lazard Freres & Co. 1986 - 1990
Skills
Energy, Hedge Funds, Investment Banking, Valuation, Capital Markets, Derivatives, Fixed Income, Marketing, Financial Modeling, Commodity, Private Equity, Trading, Equities, Emerging Markets, Alternative Investments
Education
Bates College 1986 — 1990
David M. Masten Montero-Rosen's Lazard Freres & Co. Experience 1990 - 1991
Job Chairman and Chief Investment Officer, Graham & Dodd Fund LLC
Industry Investment Banking
Experience
Graham & Dodd Fund LLC 2001 - Present
Bear Stearns 1996 - 2000
Dillon Read & Co. 1995 - 1996
Kidder Peabody 1991 - 1995
Lazard Freres & Co. 1990 - 1991
RD Smith & Co. 1989 - 1990
Oppenheimer & Co. 1983 - 1989
CBS Inc. 1980 - 1983
Skills
Equities, Emerging Markets, Equity Research, Mutual Funds, Economics, Equity Trading, Finance, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Trading, Structured Products, Bonds, High Yield, Bloomberg, Investments, Fixed Income Analysis, Valuation, Equity Valuation, Corporate Finance, Financial Modeling, Investment Management, Asset Allocation, Financial Markets, Private Equity, Financial Structuring, Structured Finance, Derivatives
Education
University HIgh School
University HIgh School
Colegio Cristobal Colon (Columbus School), Medellin, Colombia
Grade School
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Cert. Program, Negotiation Sciences
Keele University
Graham & Dodd Fund LLC 2001 - Present
Bear Stearns 1996 - 2000
Dillon Read & Co. 1995 - 1996
Kidder Peabody 1991 - 1995
Lazard Freres & Co. 1990 - 1991
RD Smith & Co. 1989 - 1990
Oppenheimer & Co. 1983 - 1989
CBS Inc. 1980 - 1983
Skills
Equities, Emerging Markets, Equity Research, Mutual Funds, Economics, Equity Trading, Finance, Alternative Investments, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Portfolio Management, Trading, Structured Products, Bonds, High Yield, Bloomberg, Investments, Fixed Income Analysis, Valuation, Equity Valuation, Corporate Finance, Financial Modeling, Investment Management, Asset Allocation, Financial Markets, Private Equity, Financial Structuring, Structured Finance, Derivatives
Education
University HIgh School
University HIgh School
Colegio Cristobal Colon (Columbus School), Medellin, Colombia
Grade School
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Harvard University
Cert. Program, Negotiation Sciences
Keele University
James Lee's Lazard Freres & Co. Experience July 2006 - August 2014
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities September 2014 - Present
Lazard Freres & Co. July 2006 - August 2014
Cowen and Company June 2004 - July 2006
OrbiMed Advisors May 2002 - June 2004
Skills
Private Placements, Venture Capital, Private Equity, Capital Markets, IPO, Equities, Emerging Markets, Alternative Investments, Hedge Funds, Finance, Bloomberg, Securities, Valuation, Investment Banking, Corporate Development, Capital, Financial Modeling, Cleantech
Education
Columbia University in the City of New York
BS, Operations Research
Guggenheim Securities September 2014 - Present
Lazard Freres & Co. July 2006 - August 2014
Cowen and Company June 2004 - July 2006
OrbiMed Advisors May 2002 - June 2004
Skills
Private Placements, Venture Capital, Private Equity, Capital Markets, IPO, Equities, Emerging Markets, Alternative Investments, Hedge Funds, Finance, Bloomberg, Securities, Valuation, Investment Banking, Corporate Development, Capital, Financial Modeling, Cleantech
Education
Columbia University in the City of New York
BS, Operations Research
Craig Battin's Lazard Freres & Co. Experience August 2006 - November 2009
Job Performance Marketing at Earnest Inc.
Industry Internet
Experience
Earnest Inc. January 2015 - Present
Boatbound March 2014 - January 2015
Grand St. April 2013 - March 2014
Maker Capital LLC November 2011 - February 2014
Blackpine February 2012 - April 2013
Nomura August 2010 - November 2011
Union Bank January 2010 - July 2010
Lazard Freres & Co. August 2006 - November 2009
Skills
Investment Banking, Private Equity, Start-ups, Entrepreneurship, Invention, Early-stage Startups, Debt, Capital Markets, Investments, Venture Capital, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Columbia University in the City of New York 2002 — 2006
BA, American Studies
Earnest Inc. January 2015 - Present
Boatbound March 2014 - January 2015
Grand St. April 2013 - March 2014
Maker Capital LLC November 2011 - February 2014
Blackpine February 2012 - April 2013
Nomura August 2010 - November 2011
Union Bank January 2010 - July 2010
Lazard Freres & Co. August 2006 - November 2009
Skills
Investment Banking, Private Equity, Start-ups, Entrepreneurship, Invention, Early-stage Startups, Debt, Capital Markets, Investments, Venture Capital, Corporate Development, Valuation, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
Columbia University in the City of New York 2002 — 2006
BA, American Studies
Rich Lin's Lazard Freres & Co. Experience August 1999 - February 2000
Job CFO at Yellowhammer Media
Industry Financial Services
Experience
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Edward Tittmann's Lazard Freres & Co. Experience September 1997 - May 1998
Job Nonprofit Chief Financial Officer
Industry Nonprofit Organization Management
Experience
Chewonki Foundation March 2008 - Present
International Asset Transactions LLC May 1998 - December 2006
Lazard Freres & Co. September 1997 - May 1998
Credit Lyonnais Securities December 1994 - December 1996
Chewonki Foundation June 1987 - August 1991
Skills
Spanish, Non-profits, Strategic Planning, Fundraising, Excel, Microsoft Office, PowerPoint, Word, Writing, Sustainability, Budgeting, Accounting, French, Blackbaud Financial...
Education
Columbia University - Columbia Business School 1997 — 1998
Master of Business Administration (MBA)
Haverford College 1987 — 1991
B.A., Philosophy
Middlesex School 1982 — 1986
High School, High School
Chewonki Foundation March 2008 - Present
International Asset Transactions LLC May 1998 - December 2006
Lazard Freres & Co. September 1997 - May 1998
Credit Lyonnais Securities December 1994 - December 1996
Chewonki Foundation June 1987 - August 1991
Skills
Spanish, Non-profits, Strategic Planning, Fundraising, Excel, Microsoft Office, PowerPoint, Word, Writing, Sustainability, Budgeting, Accounting, French, Blackbaud Financial...
Education
Columbia University - Columbia Business School 1997 — 1998
Master of Business Administration (MBA)
Haverford College 1987 — 1991
B.A., Philosophy
Middlesex School 1982 — 1986
High School, High School
Vaughan Scott's Lazard Freres & Co. Experience July 2007 - February 2009
Job Vice President at Cowen and Company
Industry Oil & Energy
Experience
Cowen and Company September 2014 - Present
TPC Group August 2012 - September 2014
Oil & Gas Company (confidential) November 2012 - December 2012
Global Energy Capital LP February 2009 - June 2012
Lazard Freres & Co. July 2007 - February 2009
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Financial Analysis, Business Planning, Investments, Economics, Mergers & Acquisitions, Private Equity, Energy, Investment Banking, Due Diligence, Risk Management, Business Valuation, LBO, Finance, DCF, Management, Strategy, Capital Markets, Project Planning, Project Finance, M&A experience, Corporate Development, Analysis, Divestitures, Equities, Natural Gas, Structured Finance
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Finance
Cowen and Company September 2014 - Present
TPC Group August 2012 - September 2014
Oil & Gas Company (confidential) November 2012 - December 2012
Global Energy Capital LP February 2009 - June 2012
Lazard Freres & Co. July 2007 - February 2009
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Financial Analysis, Business Planning, Investments, Economics, Mergers & Acquisitions, Private Equity, Energy, Investment Banking, Due Diligence, Risk Management, Business Valuation, LBO, Finance, DCF, Management, Strategy, Capital Markets, Project Planning, Project Finance, M&A experience, Corporate Development, Analysis, Divestitures, Equities, Natural Gas, Structured Finance
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Finance
Allison Belanger's Lazard Freres & Co. Experience 2003 - 2006
Job Program Coordinator, MBA Career & Professional Development at Harvard Business School
Industry Higher Education
Experience
Harvard Business School June 2014 - Present
Harvard Business School February 2011 - June 2014
Quattro Wireless February 2010 - September 2010
Foley Hoag April 2007 - January 2009
Bear Stearns May 2006 - October 2006
Lazard Freres & Co. 2003 - 2006
Education
Bucknell University 1997 — 2001
BA
Harvard Business School June 2014 - Present
Harvard Business School February 2011 - June 2014
Quattro Wireless February 2010 - September 2010
Foley Hoag April 2007 - January 2009
Bear Stearns May 2006 - October 2006
Lazard Freres & Co. 2003 - 2006
Education
Bucknell University 1997 — 2001
BA
Jim Friedberg's Lazard Freres & Co. Experience 1989 - 1996
Job SVP Commercial Banking at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado January 2004 - Present
Lazard Freres & Co. 1989 - 1996
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Treasury Management, Loans, Credit, SBA, Financial Modeling, Underwriting, Small Business Lending, Mergers & Acquisitions, Banking, Credit Risk, Portfolio Management, Due Diligence, Financial Analysis, Loan Origination, Asset Based Lending, Risk Management, Cash Management, Executive Management, Corporate Finance
Education
Thunderbird School of Global Management 1986 — 1988
Emory University 1982 — 1986
BA, Economics
Vectra Bank Colorado January 2004 - Present
Lazard Freres & Co. 1989 - 1996
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Treasury Management, Loans, Credit, SBA, Financial Modeling, Underwriting, Small Business Lending, Mergers & Acquisitions, Banking, Credit Risk, Portfolio Management, Due Diligence, Financial Analysis, Loan Origination, Asset Based Lending, Risk Management, Cash Management, Executive Management, Corporate Finance
Education
Thunderbird School of Global Management 1986 — 1988
Emory University 1982 — 1986
BA, Economics
Gareth Asten's Lazard Freres & Co. Experience 2001 - 2003
Job Professional
Industry Financial Services
Experience
Ubiquity Brands July 2005 - December 2007
Lazard Freres & Co. 2001 - 2003
House of Blues 1998 - 1999
California Pizza Kitchen 1992 - 1998
Education
Harvard Business School 2003 — 2005
DePaul University 1999 — 2002
BS, Honors Finance
Ubiquity Brands July 2005 - December 2007
Lazard Freres & Co. 2001 - 2003
House of Blues 1998 - 1999
California Pizza Kitchen 1992 - 1998
Education
Harvard Business School 2003 — 2005
DePaul University 1999 — 2002
BS, Honors Finance
Michael Orsley's Lazard Freres & Co. Experience March 2010 - September 2010
Job Director at Morgan Stanley
Industry Logistics and Supply Chain
Experience
Morgan Stanley May 2014 - Present
Integreon September 2010 - May 2014
Lazard Freres & Co. March 2010 - September 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 1995 - 2007
Chatfield Dean 1994 - 1994
Skills
Vendor Management, Strategy, Leadership, CRM, Team Leadership, Research, Contract Negotiation, Analysis, Project Management, Business Development, Strategic Planning, Human Resources, Training, Outsourcing, Business Strategy, Procurement
Education
Ithaca College 1990 — 1994
BS, International Business
Morgan Stanley May 2014 - Present
Integreon September 2010 - May 2014
Lazard Freres & Co. March 2010 - September 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 1995 - 2007
Chatfield Dean 1994 - 1994
Skills
Vendor Management, Strategy, Leadership, CRM, Team Leadership, Research, Contract Negotiation, Analysis, Project Management, Business Development, Strategic Planning, Human Resources, Training, Outsourcing, Business Strategy, Procurement
Education
Ithaca College 1990 — 1994
BS, International Business
Gregory Blain's Lazard Freres & Co. Experience February 2011 - Present
Job Application Engineer at Willkie Farr & Gallagher LLP
Industry Information Technology and Services
Experience
Willkie Farr & Gallagher LLP September 2011 - Present
Lazard Freres & Co. February 2011 - Present
Local Initiatives Support Corporation (LISC) February 2007 - February 2010
Xcitek May 2003 - October 2007
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), CIS
Willkie Farr & Gallagher LLP September 2011 - Present
Lazard Freres & Co. February 2011 - Present
Local Initiatives Support Corporation (LISC) February 2007 - February 2010
Xcitek May 2003 - October 2007
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), CIS
Yukako Kobuse's Lazard Freres & Co. Experience August 2003 - July 2004
Job Assistant at Joyo Bank, Ltd. New York Representative Office
Industry Banking
Experience
Joyo Bank, Ltd. New York Representative Office October 2014 - Present
Lazard Freres & Co. August 2003 - July 2004
Mizuho Corporate Bank July 2002 - March 2003
Mizuho Corporate Bank April 2002 - July 2002
The Industrial Bank of Japan, Limited October 1998 - March 2002
The Industrial Bank of Japan April 1997 - October 1998
Skills
C-Level Executive..., Executive..., Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Outlook, Skilled Multi-tasker, small office, Start-ups, Travel Arrangements, Cross-cultural..., Management, Business Strategy, Strategic Planning, Microsoft Office, Business Planning, English, Software Documentation, Financial Analysis, Social Media, Forecasting, Market Research, Business Development, Administrative..., Research, New Business Development
Education
青山学院大学 / Aoyama Gakuin University 1993 — 1997
Bachelor's degree, International Business
Harvard University 2007 — 2007
Division of Continuing Education, Advanced English integrated skills course
Joyo Bank, Ltd. New York Representative Office October 2014 - Present
Lazard Freres & Co. August 2003 - July 2004
Mizuho Corporate Bank July 2002 - March 2003
Mizuho Corporate Bank April 2002 - July 2002
The Industrial Bank of Japan, Limited October 1998 - March 2002
The Industrial Bank of Japan April 1997 - October 1998
Skills
C-Level Executive..., Executive..., Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Outlook, Skilled Multi-tasker, small office, Start-ups, Travel Arrangements, Cross-cultural..., Management, Business Strategy, Strategic Planning, Microsoft Office, Business Planning, English, Software Documentation, Financial Analysis, Social Media, Forecasting, Market Research, Business Development, Administrative..., Research, New Business Development
Education
青山学院大学 / Aoyama Gakuin University 1993 — 1997
Bachelor's degree, International Business
Harvard University 2007 — 2007
Division of Continuing Education, Advanced English integrated skills course
Marina Manoim's Lazard Freres & Co. Experience 1997 - 2005
Job Commodities & Commodity Equities Asset Management
Industry Financial Services
Experience
CoreCommodity LLC (former: Jefferies Asset Management) 2008 - Present
JPMorgan Chase 2007 - 2009
Lazard Freres & Co. 1997 - 2005
Skills
Bloomberg, Hedge Funds, Commodities, Equities, Quantitative Analytics, Asset Management, Matlab, C++, Equity Derivatives, Commodity, Asset Managment, Alternative Investments, VBA, Options, Fixed Income, Valuation, Capital Markets, Trading, Portfolio Management, Derivatives, Financial Modeling, Proprietary Trading, Financial Markets, Quantitative Finance
Education
Carnegie Mellon University - Tepper School of Business
Master of Science (MS), Computational Finance
Technical University of Riga, Riga, Latvia
Bachelor of Science (BS), Electrical Engineering
CoreCommodity LLC (former: Jefferies Asset Management) 2008 - Present
JPMorgan Chase 2007 - 2009
Lazard Freres & Co. 1997 - 2005
Skills
Bloomberg, Hedge Funds, Commodities, Equities, Quantitative Analytics, Asset Management, Matlab, C++, Equity Derivatives, Commodity, Asset Managment, Alternative Investments, VBA, Options, Fixed Income, Valuation, Capital Markets, Trading, Portfolio Management, Derivatives, Financial Modeling, Proprietary Trading, Financial Markets, Quantitative Finance
Education
Carnegie Mellon University - Tepper School of Business
Master of Science (MS), Computational Finance
Technical University of Riga, Riga, Latvia
Bachelor of Science (BS), Electrical Engineering
Kristen Holzer Borland's Lazard Freres & Co. Experience July 2010 - Present
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard March 2015 - Present
Lazard Freres & Co. July 2010 - Present
Lazard April 2008 - July 2010
Lazard October 2005 - April 2008
Skills
Recruiting, Training, Human Resources, Employee Relations, PeopleSoft, Talent Management, HRIS, Data Analysis, Organizational..., Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Program Management
Education
New York University 2008 — 2010
MS, Human Resource Management
Connecticut College 2001 — 2005
BA, International Relations, French
Ecole Superieure de Commerce de Dijon 2003 — 2003
Rumson Fair Haven 1997 — 2001
Rumson Country Day 1988 — 1997
Lazard March 2015 - Present
Lazard Freres & Co. July 2010 - Present
Lazard April 2008 - July 2010
Lazard October 2005 - April 2008
Skills
Recruiting, Training, Human Resources, Employee Relations, PeopleSoft, Talent Management, HRIS, Data Analysis, Organizational..., Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Program Management
Education
New York University 2008 — 2010
MS, Human Resource Management
Connecticut College 2001 — 2005
BA, International Relations, French
Ecole Superieure de Commerce de Dijon 2003 — 2003
Rumson Fair Haven 1997 — 2001
Rumson Country Day 1988 — 1997
Diane Carbone's Lazard Freres & Co. Experience March 1996 - May 1999
Job International/Wholesale Assoc. at Wakefern Food Corporation
Industry Wholesale
Experience
Wakefern Food Corporation January 2007 - Present
Lazard Freres & Co. March 1996 - May 1999
Smith New Court 1986 - 1996
Skills
Inventory Management, Retail, Customer Service, Grocery, Pricing
Education
Baruch College 1997 — 1997
Accounting and Business/Management
Borough of Manhattan Community College 1996 — 1997
Pace University 1985 — 1986
Accounting
Wakefern Food Corporation January 2007 - Present
Lazard Freres & Co. March 1996 - May 1999
Smith New Court 1986 - 1996
Skills
Inventory Management, Retail, Customer Service, Grocery, Pricing
Education
Baruch College 1997 — 1997
Accounting and Business/Management
Borough of Manhattan Community College 1996 — 1997
Pace University 1985 — 1986
Accounting
William Gerald Demas's Lazard Freres & Co. Experience 2005 - 2007
Job Senior Vice President, Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital October 2011 - Present
Ewing Bemiss & Co July 2009 - October 2011
Good Energies August 2007 - May 2009
Lazard Freres & Co. 2005 - 2007
Skills
Private Equity, Venture Capital, Energy, Intellectual Property, Valuation, Due Diligence, Financial Modeling, Project Finance, Mergers, Cleantech, Investment Banking, Corporate Finance
Education
Harvard University
University School
Macquarie Capital October 2011 - Present
Ewing Bemiss & Co July 2009 - October 2011
Good Energies August 2007 - May 2009
Lazard Freres & Co. 2005 - 2007
Skills
Private Equity, Venture Capital, Energy, Intellectual Property, Valuation, Due Diligence, Financial Modeling, Project Finance, Mergers, Cleantech, Investment Banking, Corporate Finance
Education
Harvard University
University School
Tom McManus's Lazard Freres & Co. Experience April 2010 - Present
Job Investment Strategist
Industry Financial Services
Experience
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Robert Hock's Lazard Freres & Co. Experience 1993 - 1997
Job Managing Director at Intertrade
Industry Marketing and Advertising
Experience
Intertrade October 2009 - Present
The Brenalt Group 2007 - November 2010
Lazard Freres & Co. 1993 - 1997
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Business
Middlebury College 1990 — 1993
Intertrade October 2009 - Present
The Brenalt Group 2007 - November 2010
Lazard Freres & Co. 1993 - 1997
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Business
Middlebury College 1990 — 1993
Austin Hall's Lazard Freres & Co. Experience May 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners July 2012 - July 2014
Goldman Sachs July 2010 - July 2012
Lazard Freres & Co. May 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2006 — 2010
Madison Dearborn Partners July 2012 - July 2014
Goldman Sachs July 2010 - July 2012
Lazard Freres & Co. May 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2006 — 2010
Matthew Tieman's Lazard Freres & Co. Experience August 2000 - January 2004
Job Software Architect / Engineer
Industry Computer Software
Experience
Concero Technology April 2012 - February 2015
Cambia Health Solutions January 2012 - April 2012
ADP Dealer Services February 2011 - October 2011
MD Sass January 2010 - November 2010
Independent Financial Software Consultant January 2009 - December 2009
Fortress Investment Group July 2008 - December 2008
NorthPoint Solutions January 2007 - June 2008
Cerberus Capital Management May 2004 - September 2006
Lazard Freres & Co. August 2000 - January 2004
Spectra Marketing January 1998 - August 2000
Skills
Business Intelligence, Business Analysis, Agile Methodologies, Integration, SDLC, SOA, SQL, Software Project..., Requirements Analysis, Web Services, Microsoft SQL Server, Software Development, XML, C#, Data Warehousing, SaaS, .NET, Data Modeling, SQL Azure, Visual Studio, SSRS, SSIS, ETL, Data Science, Start-ups, SSAS, Business Process...
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Physics & Applied Physics
Concero Technology April 2012 - February 2015
Cambia Health Solutions January 2012 - April 2012
ADP Dealer Services February 2011 - October 2011
MD Sass January 2010 - November 2010
Independent Financial Software Consultant January 2009 - December 2009
Fortress Investment Group July 2008 - December 2008
NorthPoint Solutions January 2007 - June 2008
Cerberus Capital Management May 2004 - September 2006
Lazard Freres & Co. August 2000 - January 2004
Spectra Marketing January 1998 - August 2000
Skills
Business Intelligence, Business Analysis, Agile Methodologies, Integration, SDLC, SOA, SQL, Software Project..., Requirements Analysis, Web Services, Microsoft SQL Server, Software Development, XML, C#, Data Warehousing, SaaS, .NET, Data Modeling, SQL Azure, Visual Studio, SSRS, SSIS, ETL, Data Science, Start-ups, SSAS, Business Process...
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Physics & Applied Physics
Christopher LaSpada's Lazard Freres & Co. Experience February 2011 - May 2013
Job Sr. Project Coordinator at Combined Computer Resources, Inc.
Industry Management Consulting
Experience
Prudential Financial October 2013 - Present
Lazard Freres & Co. February 2011 - May 2013
Bank of America June 2010 - February 2011
Goldman Sachs June 2009 - May 2010
Liz Claiborne November 2007 - February 2009
Skills
PMO, Project Management, Business Process..., Business Analysis, SDLC, Process Improvement, Visio, Vendor Management, MS Project, Cross-functional Team..., Program Management, Risk Management, Business Process
Education
James Madison University 2003 — 2006
BBA, Management
James Madison University - College of Business 2003 — 2006
Management, Technology, Innovation and Entrepreneurship
Prudential Financial October 2013 - Present
Lazard Freres & Co. February 2011 - May 2013
Bank of America June 2010 - February 2011
Goldman Sachs June 2009 - May 2010
Liz Claiborne November 2007 - February 2009
Skills
PMO, Project Management, Business Process..., Business Analysis, SDLC, Process Improvement, Visio, Vendor Management, MS Project, Cross-functional Team..., Program Management, Risk Management, Business Process
Education
James Madison University 2003 — 2006
BBA, Management
James Madison University - College of Business 2003 — 2006
Management, Technology, Innovation and Entrepreneurship
Joseph Scerbo's Lazard Freres & Co. Experience 1987 - 2001
Job Director at JAR Global Group LLC
Industry Logistics and Supply Chain
Experience
JAR Global Group LLC November 2006 - Present
Honeywell 2008 - 2008
Innolog Corp. January 2002 - January 2003
Lazard February 1987 - November 2001
Lazard February 1987 - 2001
Lazard Freres & Co. 1987 - 2001
Education
Bloomfield College 1977 — 1981
Bachelor Science, Business Adminstration/Marketing
JAR Global Group LLC November 2006 - Present
Honeywell 2008 - 2008
Innolog Corp. January 2002 - January 2003
Lazard February 1987 - November 2001
Lazard February 1987 - 2001
Lazard Freres & Co. 1987 - 2001
Education
Bloomfield College 1977 — 1981
Bachelor Science, Business Adminstration/Marketing
Sam Lundin's Lazard Freres & Co. Experience 2007 - 2008
Job Founder & CEO at Vimbly
Industry Investment Management
Experience
Vimbly 2011 - Present
Perry Capital 2008 - 2011
Lazard Freres & Co. 2007 - 2008
Credit Suisse 2006 - 2006
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Capital Markets, Fixed Income, Equity Research, Asset Managment, Investments, Derivatives, Corporate Finance, Portfolio Management
Education
Cornell University
BS, Applied Economics & Management
Vimbly 2011 - Present
Perry Capital 2008 - 2011
Lazard Freres & Co. 2007 - 2008
Credit Suisse 2006 - 2006
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Capital Markets, Fixed Income, Equity Research, Asset Managment, Investments, Derivatives, Corporate Finance, Portfolio Management
Education
Cornell University
BS, Applied Economics & Management
Dular Pandya's Lazard Freres & Co. Experience July 2006 - June 2008
Job Investment Professional at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Ivan Matetic's Lazard Freres & Co. Experience 2000 - 2001
Job Chief (Software) Architect at XTG
Industry Information Technology and Services
Experience
XTG 2001 - January 2009
Lazard Freres & Co. 2000 - 2001
Cole Systems Associates, Inc. 1996 - 1997
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Old Dominion University
Pace University
XTG 2001 - January 2009
Lazard Freres & Co. 2000 - 2001
Cole Systems Associates, Inc. 1996 - 1997
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Old Dominion University
Pace University
Richard Blann's Lazard Freres & Co. Experience September 1999 - June 2000
Job Director, Mergers & Acquisitions at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
Daniel Polizzi's Lazard Freres & Co. Experience July 2007 - August 2008
Job Vice President at Atlas Advisors
Industry Financial Services
Experience
Atlas Advisors August 2008 - Present
Lazard Freres & Co. July 2007 - August 2008
Finenge 2006 - 2007
Citibank 2005 - 2006
Education
Fundação Getulio Vargas 2002 — 2007
Undergrad, Business Administration
Atlas Advisors August 2008 - Present
Lazard Freres & Co. July 2007 - August 2008
Finenge 2006 - 2007
Citibank 2005 - 2006
Education
Fundação Getulio Vargas 2002 — 2007
Undergrad, Business Administration
Alex Woo's Lazard Freres & Co. Experience August 2009 - December 2013
Job Vice President at Lazard
Industry Investment Banking
Experience
Pier 1 Imports June 2015 - Present
Lazard March 2013 - May 2015
Lazard Freres & Co. August 2009 - December 2013
Lehman Brothers June 2008 - August 2008
ENSCO International June 2003 - August 2007
Skills
Mergers, Oilfield Services, Restructuring, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Energy, Investment Banking, Leveraged Finance, Business Valuation, Strategy Development, Business Strategy, Capital Markets, Private Equity, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Emory University 1999 — 2003
BA, Economics
Pier 1 Imports June 2015 - Present
Lazard March 2013 - May 2015
Lazard Freres & Co. August 2009 - December 2013
Lehman Brothers June 2008 - August 2008
ENSCO International June 2003 - August 2007
Skills
Mergers, Oilfield Services, Restructuring, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Energy, Investment Banking, Leveraged Finance, Business Valuation, Strategy Development, Business Strategy, Capital Markets, Private Equity, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Emory University 1999 — 2003
BA, Economics
Andrew Scriven, CFA's Lazard Freres & Co. Experience April 2011 - April 2013
Job Director Distressed Debt at Black Diamond Capital Management
Industry Investment Management
Experience
Black Diamond Capital Management April 2013 - Present
Lazard Freres & Co. April 2011 - April 2013
AEGON Asset Management September 2009 - April 2011
Skills
Investment Banking, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Capital Markets, Asset Managment
Education
Duke University School of Law 2006 — 2009
JD, Magna Cum Laude (Honors)
Drake University 2002 — 2006
Finance & Marketing; Insurance
Black Diamond Capital Management April 2013 - Present
Lazard Freres & Co. April 2011 - April 2013
AEGON Asset Management September 2009 - April 2011
Skills
Investment Banking, Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Capital Markets, Asset Managment
Education
Duke University School of Law 2006 — 2009
JD, Magna Cum Laude (Honors)
Drake University 2002 — 2006
Finance & Marketing; Insurance
Diyong Xu's Lazard Freres & Co. Experience June 2010 - July 2012
Job Private Equity Associate at OrbiMed Advisors
Industry Venture Capital & Private Equity
Experience
OrbiMed Advisors August 2012 - Present
Lazard Freres & Co. June 2010 - July 2012
Instream Partners LLC June 2009 - December 2009
Flag Tree Capital June 2009 - September 2009
Skills
Private Equity, Biotechnology, Healthcare, Venture Capital, Investment Banking, Pharmaceuticals, Diagnostics, LBO, Pharmaceutical Industry, DCF, Strategy, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Equities, Hardware Diagnostics, Medical Devices
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering (Concentration: Finance and Economics)
Dartmouth College 2005 — 2008
M.S., Molecular and Cellular Biology
Zhejiang University 2000 — 2004
Bachelor of Science (B.S.), Biological Science
OrbiMed Advisors August 2012 - Present
Lazard Freres & Co. June 2010 - July 2012
Instream Partners LLC June 2009 - December 2009
Flag Tree Capital June 2009 - September 2009
Skills
Private Equity, Biotechnology, Healthcare, Venture Capital, Investment Banking, Pharmaceuticals, Diagnostics, LBO, Pharmaceutical Industry, DCF, Strategy, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Equities, Hardware Diagnostics, Medical Devices
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering (Concentration: Finance and Economics)
Dartmouth College 2005 — 2008
M.S., Molecular and Cellular Biology
Zhejiang University 2000 — 2004
Bachelor of Science (B.S.), Biological Science
Greg Donat's Lazard Freres & Co. Experience August 2006 - November 2011
Job Partner at Casablanca Capital LP
Industry Financial Services
Experience
Hawkview LLC December 2011 - Present
Casablanca Capital LP November 2011 - Present
Lazard Freres & Co. August 2006 - November 2011
Banc of America Securities August 1999 - July 2006
Cravath, Swaine & Moore LLP 1997 - 1999
Waldon Press 1991 - 1994
(Freelance) 1986 - 1991
Skills
Mergers & Acquisitions, Power & Utilities, Renewable Energy, Energy, Restructuring, Capital Raising
Education
Columbia Law School 1994 — 1997
JD, Law
American Film Institute 1984 — 1986
MFA, Film / Screenwriting
Amherst College 1980 — 1984
BA, English
Hawkview LLC December 2011 - Present
Casablanca Capital LP November 2011 - Present
Lazard Freres & Co. August 2006 - November 2011
Banc of America Securities August 1999 - July 2006
Cravath, Swaine & Moore LLP 1997 - 1999
Waldon Press 1991 - 1994
(Freelance) 1986 - 1991
Skills
Mergers & Acquisitions, Power & Utilities, Renewable Energy, Energy, Restructuring, Capital Raising
Education
Columbia Law School 1994 — 1997
JD, Law
American Film Institute 1984 — 1986
MFA, Film / Screenwriting
Amherst College 1980 — 1984
BA, English
Samson Ayele's Lazard Freres & Co. Experience June 2010 - Present
Job Analyst at Lazard Freres & Co.
Industry Banking
Experience
Lazard Freres & Co. June 2010 - Present
Apollo Management June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Education
Harvard University 2005 — 2010
B.A., Economics, Government
Lazard Freres & Co. June 2010 - Present
Apollo Management June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Education
Harvard University 2005 — 2010
B.A., Economics, Government
Brett Kelly's Lazard Freres & Co. Experience June 2010 - August 2011
Job Principal Real Estate at KKR
Industry Real Estate
Experience
KKR May 2013 - Present
AREA Property Partners September 2011 - April 2013
Lazard Freres & Co. June 2010 - August 2011
JP Morgan June 2009 - August 2009
Seneca Gaming Corporation June 2008 - August 2008
Education
Cornell University 2006 — 2010
School of Hotel Administration, Undergraduate Minor in Real Estate
KKR May 2013 - Present
AREA Property Partners September 2011 - April 2013
Lazard Freres & Co. June 2010 - August 2011
JP Morgan June 2009 - August 2009
Seneca Gaming Corporation June 2008 - August 2008
Education
Cornell University 2006 — 2010
School of Hotel Administration, Undergraduate Minor in Real Estate
Robert Dickinson's Lazard Freres & Co. Experience January 2013 - Present
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard Freres & Co. January 2013 - Present
Lazard Freres & Co. December 2010 - December 2012
Booz Allen Hamilton May 2009 - January 2011
Booz & Company July 2008 - April 2009
Goldman Sachs June 2007 - August 2007
Pratt & Whitney July 2002 - June 2006
Skills
Financial Modeling, Valuation, Corporate Development, Due Diligence, M&A experience, Corporate Finance, Investment Banking, Mergers, DCF, Management Consulting, Financial Analysis, Capital Markets, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting
Rensselaer Polytechnic Institute 2003 — 2004
MS, Finance
Cornell University 1997 — 2002
BS, Engineering
Ransom Everglades 1991 — 1997
Highschool
Lazard Freres & Co. January 2013 - Present
Lazard Freres & Co. December 2010 - December 2012
Booz Allen Hamilton May 2009 - January 2011
Booz & Company July 2008 - April 2009
Goldman Sachs June 2007 - August 2007
Pratt & Whitney July 2002 - June 2006
Skills
Financial Modeling, Valuation, Corporate Development, Due Diligence, M&A experience, Corporate Finance, Investment Banking, Mergers, DCF, Management Consulting, Financial Analysis, Capital Markets, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting
Rensselaer Polytechnic Institute 2003 — 2004
MS, Finance
Cornell University 1997 — 2002
BS, Engineering
Ransom Everglades 1991 — 1997
Highschool
Andrew Eberhart's Lazard Freres & Co. Experience March 2010 - June 2012
Job Chief Investment Officer at HFO
Industry Investment Management
Experience
Heinz Family Office June 2012 - Present
Lazard Freres & Co. March 2010 - June 2012
Marshall Fund December 2007 - April 2010
Citi Private Bank January 2007 - December 2007
US Trust February 2003 - December 2006
Cambridge Associates July 1994 - February 1999
U.S. Navy May 1981 - August 1991
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Cornell University
BA, Economics
Heinz Family Office June 2012 - Present
Lazard Freres & Co. March 2010 - June 2012
Marshall Fund December 2007 - April 2010
Citi Private Bank January 2007 - December 2007
US Trust February 2003 - December 2006
Cambridge Associates July 1994 - February 1999
U.S. Navy May 1981 - August 1991
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Cornell University
BA, Economics
Wayne Carlin's Lazard Freres & Co. Experience 1997 - 1999
Job Partner at Wachtell, Lipton, Rosen & Katz
Industry Law Practice
Experience
Wachtell, Lipton, Rosen & Katz February 2004 - Present
U. S. Securities and Exchange Commission 1999 - 2004
Lazard Freres & Co. 1997 - 1999
U. S. Securities and Exchange Commission 1993 - 1997
Testa, Hurwitz & Thibeault 1986 - 1993
Education
Harvard Law School 1981 — 1984
J.D., Law
Harvard University 1977 — 1981
A.B., History
Wachtell, Lipton, Rosen & Katz February 2004 - Present
U. S. Securities and Exchange Commission 1999 - 2004
Lazard Freres & Co. 1997 - 1999
U. S. Securities and Exchange Commission 1993 - 1997
Testa, Hurwitz & Thibeault 1986 - 1993
Education
Harvard Law School 1981 — 1984
J.D., Law
Harvard University 1977 — 1981
A.B., History
Bill Lattimer's Lazard Freres & Co. Experience 1983 - 1990
Job Partner at Muzea Insider Consulting
Industry Financial Services
Experience
Muzea Insider Consulting Services, LLC 1999 - Present
Soros Fund Management 1995 - 1999
Osprey Funds Management 1991 - 1994
Lazard Freres & Co. 1983 - 1990
Skills
Equity Research Analysis, Insider Trading Analysis
Education
Dickinson College 1979 — 1983
BA, Economics
Muzea Insider Consulting Services, LLC 1999 - Present
Soros Fund Management 1995 - 1999
Osprey Funds Management 1991 - 1994
Lazard Freres & Co. 1983 - 1990
Skills
Equity Research Analysis, Insider Trading Analysis
Education
Dickinson College 1979 — 1983
BA, Economics
Jatin Patel's Lazard Freres & Co. Experience June 2003 - December 2004
Job at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital January 2014 - Present
West Face Capital Inc. July 2009 - Present
Morgan Stanley April 2006 - March 2009
Helios Partners Fund Management December 2004 - April 2006
Lazard Freres & Co. June 2003 - December 2004
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Alternative Investments, Investment Banking, Capital Markets, Credit, Hedge Funds, Equities, Valuation, Corporate Finance
Education
Columbia Engineering 1999 — 2003
B.S.
Magnetar Capital January 2014 - Present
West Face Capital Inc. July 2009 - Present
Morgan Stanley April 2006 - March 2009
Helios Partners Fund Management December 2004 - April 2006
Lazard Freres & Co. June 2003 - December 2004
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Alternative Investments, Investment Banking, Capital Markets, Credit, Hedge Funds, Equities, Valuation, Corporate Finance
Education
Columbia Engineering 1999 — 2003
B.S.
Spencer Haught's Lazard Freres & Co. Experience July 2010 - August 2012
Job Harvard Law School, J.D. Candidate Class of 2015
Industry Law Practice
Experience
Harvard Law School August 2012 - May 2015
Ropes & Gray LLP May 2014 - July 2014
Massachusetts Attorney General's Office June 2013 - August 2013
Lazard Freres & Co. July 2010 - August 2012
Lazard May 2009 - August 2009
Council for Court Excellence January 2009 - January 2009
Class Action January 2008 - January 2008
Skills
Valuation, Corporate Finance, Financial Modeling, Research
Education
Harvard Law School 2012 — 2015
J.D.
Amherst College 2006 — 2010
B.A., American Studies
Choate Rosemary Hall 2002 — 2006
Harvard Law School August 2012 - May 2015
Ropes & Gray LLP May 2014 - July 2014
Massachusetts Attorney General's Office June 2013 - August 2013
Lazard Freres & Co. July 2010 - August 2012
Lazard May 2009 - August 2009
Council for Court Excellence January 2009 - January 2009
Class Action January 2008 - January 2008
Skills
Valuation, Corporate Finance, Financial Modeling, Research
Education
Harvard Law School 2012 — 2015
J.D.
Amherst College 2006 — 2010
B.A., American Studies
Choate Rosemary Hall 2002 — 2006
Arthur Attal's Lazard Freres & Co. Experience June 2009 - July 2011
Job MBA Candidate at MIT Sloan School of Management
Industry Internet
Experience
MIT Sloan School of Management August 2014 - Present
LinkedIn May 2015 - August 2015
Pearson August 2011 - July 2014
Lazard Freres & Co. June 2009 - July 2011
Skills
Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Analysis, M&A experience, Emerging Markets, Strategy, Contract Negotiation, Due Diligence, Strategic Partnerships, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, Economics
MIT Sloan School of Management August 2014 - Present
LinkedIn May 2015 - August 2015
Pearson August 2011 - July 2014
Lazard Freres & Co. June 2009 - July 2011
Skills
Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Analysis, M&A experience, Emerging Markets, Strategy, Contract Negotiation, Due Diligence, Strategic Partnerships, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, Economics
Lucy Lyle's Lazard Freres & Co. Experience June 2009 - August 2009
Job Founder/CEO at PERCH
Industry Consumer Goods
Experience
PERCH 2014 - Present
Google 2011 - 2014
Lazard Freres & Co. June 2009 - August 2009
Skills
Digital Strategy, Digital Marketing, Digital Media, Online Advertising, Social Media, Google Adwords, SEM, Mobile Marketing, Social Media Marketing, Web Analytics, Google Analytics, Online Marketing, Analytics, Strategic Partnerships, Mobile Advertising
Education
Brown University 2006 — 2010
B.A., Philosophy and Economics
PERCH 2014 - Present
Google 2011 - 2014
Lazard Freres & Co. June 2009 - August 2009
Skills
Digital Strategy, Digital Marketing, Digital Media, Online Advertising, Social Media, Google Adwords, SEM, Mobile Marketing, Social Media Marketing, Web Analytics, Google Analytics, Online Marketing, Analytics, Strategic Partnerships, Mobile Advertising
Education
Brown University 2006 — 2010
B.A., Philosophy and Economics
Jonathan Bunce's Lazard Freres & Co. Experience 1993 - 1995
Job Prescott Street Capital Management, LLC
Industry Investment Management
Experience
Prescott Street Capital Management, LLC August 2009 - Present
Barclays Capital March 2007 - August 2009
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2001
Lazard Freres & Co. 1993 - 1995
Skills
Private Equity, Investments, Portfolio Management, Investment Banking, Management, Leveraged Finance, Real Estate, Valuation, Capital Markets, Hedge Funds, Equities, Financial Modeling, Venture Capital, Entrepreneurship
Education
Harvard Business School 1995 — 1999
MBA
Harvard Law School 1995 — 1999
JD
Northwestern University 1989 — 1993
BA, Economics
Edina High School
Prescott Street Capital Management, LLC August 2009 - Present
Barclays Capital March 2007 - August 2009
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2001
Lazard Freres & Co. 1993 - 1995
Skills
Private Equity, Investments, Portfolio Management, Investment Banking, Management, Leveraged Finance, Real Estate, Valuation, Capital Markets, Hedge Funds, Equities, Financial Modeling, Venture Capital, Entrepreneurship
Education
Harvard Business School 1995 — 1999
MBA
Harvard Law School 1995 — 1999
JD
Northwestern University 1989 — 1993
BA, Economics
Edina High School
Keith M Sipes's Lazard Freres & Co. Experience February 2004 - May 2006
Job Head of Global Media, Telecom & Technology Investment Banking
Industry Investment Banking
Experience
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
Michael Wilkerson's Lazard Freres & Co. Experience January 2004 - December 2005
Job Managing Partner at AgriGroupe
Industry Venture Capital & Private Equity
Experience
AFGRI Limited April 2014 - Present
AgriGroupe 2013 - Present
Ancêtre Group llc December 2012 - Present
charity: water February 2008 - Present
Citigroup Global Markets Inc. June 2010 - November 2012
Lazard January 2007 - March 2010
Lazard January 2005 - December 2006
Lazard Freres & Co. January 2004 - December 2005
Lazard Freres & Co. September 1999 - December 2003
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1991 — 1993
MA, International Relations
Oral Roberts University 1988 — 1991
BS
AFGRI Limited April 2014 - Present
AgriGroupe 2013 - Present
Ancêtre Group llc December 2012 - Present
charity: water February 2008 - Present
Citigroup Global Markets Inc. June 2010 - November 2012
Lazard January 2007 - March 2010
Lazard January 2005 - December 2006
Lazard Freres & Co. January 2004 - December 2005
Lazard Freres & Co. September 1999 - December 2003
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1991 — 1993
MA, International Relations
Oral Roberts University 1988 — 1991
BS
Wu Lisa's Lazard Freres & Co. Experience 2009 - 2009
Job Officer at HSBC
Industry Financial Services
Experience
BNP Paribas June 2013 - Present
HSBC November 2010 - June 2013
Ernst & Young Consulting August 2008 - December 2010
Lazard Freres & Co. 2009 - 2009
Accenture June 2005 - July 2005
Skills
Risk Management, Capital Markets, Series 7, CFA level 1, CIA, Banking, Chartered Financial..., Credit Risk, Finance, Financial Services, Internal Audit, Investments, Portfolio Management
Education
Louisiana State University 2006 — 2008
MBA, Finance and Internal Audit
Beijing Foreign Studies University 2002 — 2006
BS, E-Commerce
BNP Paribas June 2013 - Present
HSBC November 2010 - June 2013
Ernst & Young Consulting August 2008 - December 2010
Lazard Freres & Co. 2009 - 2009
Accenture June 2005 - July 2005
Skills
Risk Management, Capital Markets, Series 7, CFA level 1, CIA, Banking, Chartered Financial..., Credit Risk, Finance, Financial Services, Internal Audit, Investments, Portfolio Management
Education
Louisiana State University 2006 — 2008
MBA, Finance and Internal Audit
Beijing Foreign Studies University 2002 — 2006
BS, E-Commerce
Paul Moorman's Lazard Freres & Co. Experience June 2008 - April 2009
Job Managing Director at Southwest Securities
Industry Investment Banking
Experience
Southwest Securities April 2009 - Present
Lazard Freres & Co. June 2008 - April 2009
Citigroup Global Markets Inc August 2001 - June 2008
ERM-Southwest 1997 - 2000
Professional Service Industries, Inc. (PSI) 1995 - 1998
Education
Louisiana State University 2001 — 2003
MS, Environmental Science
Rice University 1999 — 2001
MBA, Finance
Boston College 1989 — 1993
BS, Biology
Southwest Securities April 2009 - Present
Lazard Freres & Co. June 2008 - April 2009
Citigroup Global Markets Inc August 2001 - June 2008
ERM-Southwest 1997 - 2000
Professional Service Industries, Inc. (PSI) 1995 - 1998
Education
Louisiana State University 2001 — 2003
MS, Environmental Science
Rice University 1999 — 2001
MBA, Finance
Boston College 1989 — 1993
BS, Biology
Sarah Cotsen's Lazard Freres & Co. Experience 1988 - 1990
Job Building, launching, and reimagining businesses across digital platforms
Industry Online Media
Experience
Independent Consultant 2008 - Present
HBO 1999 - 2007
BMG Entertainment 1998 - 1999
Turner Broadcasting 1996 - 1998
Turner Broadcasting 1995 - 1996
Turner Broadcasting 1994 - 1995
Johnson & Johnson 1992 - 1994
Lazard Freres & Co. 1988 - 1990
JP Morgan & Co 1986 - 1988
Skills
Marketing Strategy, Digital Media, Business Development, Mergers, Strategic Planning, Brand Development, Marketing, Sales, Strategic Partnerships, Venture Capital, Business Planning, Strategy, Mergers & Acquisitions, Digital Strategy, Digital Marketing, Start-ups, Competitive Analysis, Digital Distribution
Education
Harvard Business School 1990 — 1992
MBA
Dartmouth College 1982 — 1986
BA, Economics
Independent Consultant 2008 - Present
HBO 1999 - 2007
BMG Entertainment 1998 - 1999
Turner Broadcasting 1996 - 1998
Turner Broadcasting 1995 - 1996
Turner Broadcasting 1994 - 1995
Johnson & Johnson 1992 - 1994
Lazard Freres & Co. 1988 - 1990
JP Morgan & Co 1986 - 1988
Skills
Marketing Strategy, Digital Media, Business Development, Mergers, Strategic Planning, Brand Development, Marketing, Sales, Strategic Partnerships, Venture Capital, Business Planning, Strategy, Mergers & Acquisitions, Digital Strategy, Digital Marketing, Start-ups, Competitive Analysis, Digital Distribution
Education
Harvard Business School 1990 — 1992
MBA
Dartmouth College 1982 — 1986
BA, Economics
Sumiran Das's Lazard Freres & Co. Experience June 2010 - July 2013
Job Growth Equity Investor at Google Capital
Industry Financial Services
Experience
Google August 2015 - Present
Providence Equity Partners August 2013 - July 2015
Lazard Freres & Co. June 2010 - July 2013
Education
Dartmouth College 2006 — 2010
Google August 2015 - Present
Providence Equity Partners August 2013 - July 2015
Lazard Freres & Co. June 2010 - July 2013
Education
Dartmouth College 2006 — 2010
Rainer Thuerbach's Lazard Freres & Co. Experience June 2008 - August 2008
Job Vice President at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International June 2015 - Present
Advent International 2011 - June 2015
UBS Investment Bank 2009 - 2011
Lazard Freres & Co. June 2008 - August 2008
The Carlyle Group June 2007 - August 2007
ZAIS Group, LLC May 2007 - June 2007
Education
European Business School Oestrich-Winkel 2006 — 2009
B.Sc.
Peking University 2008 — 2008
Advent International June 2015 - Present
Advent International 2011 - June 2015
UBS Investment Bank 2009 - 2011
Lazard Freres & Co. June 2008 - August 2008
The Carlyle Group June 2007 - August 2007
ZAIS Group, LLC May 2007 - June 2007
Education
European Business School Oestrich-Winkel 2006 — 2009
B.Sc.
Peking University 2008 — 2008
Sayles Braga's Lazard Freres & Co. Experience June 2005 - July 2007
Job Vice President at Alerion Partners
Industry Venture Capital & Private Equity
Experience
Alerion Partners April 2010 - Present
ABD3 LLC August 2007 - April 2010
Lazard Freres & Co. June 2005 - July 2007
Skills
Private Equity, Venture Capital, Restructuring, Corporate Development, M&A experience, Valuation, Investment Banking, Due Diligence, Financial Modeling, Leveraged Finance, Emerging Markets, Corporate Finance, Mergers, Private Placements, LBO
Education
Harvard University 2001 — 2005
AB, Economics
Alerion Partners April 2010 - Present
ABD3 LLC August 2007 - April 2010
Lazard Freres & Co. June 2005 - July 2007
Skills
Private Equity, Venture Capital, Restructuring, Corporate Development, M&A experience, Valuation, Investment Banking, Due Diligence, Financial Modeling, Leveraged Finance, Emerging Markets, Corporate Finance, Mergers, Private Placements, LBO
Education
Harvard University 2001 — 2005
AB, Economics
Todd Ofenloch's Lazard Freres & Co. Experience 1998 - 2001
Job Principal at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital 2009 - Present
Parthenon Capital 2007 - 2009
Rhone Group 2006 - 2006
GTCR Golder Rauner December 2003 - December 2005
Lazard Freres & Co. 1998 - 2001
Education
Columbia University - Columbia Business School
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Accountancy
H.I.G. Capital 2009 - Present
Parthenon Capital 2007 - 2009
Rhone Group 2006 - 2006
GTCR Golder Rauner December 2003 - December 2005
Lazard Freres & Co. 1998 - 2001
Education
Columbia University - Columbia Business School
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Accountancy
Gagan Khanna's Lazard Freres & Co. Experience 2007 - 2010
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Kevin Reardon's Lazard Freres & Co. Experience 1995 - 1997
Job Managing Director and Principal at Next Tier HD
Industry Real Estate
Experience
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Lillian Armstrong's Lazard Freres & Co. Experience June 1986 - May 1989
Job Special Events Coordinator, New Jersey Audubon and Cape May Bird Observator
Industry Marketing and Advertising
Experience
Citizens United to Protect the Maurice River and Its Tributaries, Inc. July 2011 - September 2014
Accentuate Communications, LLC September 2010 - June 2011
New Jersey Audubon Society August 2004 - August 2010
Lippert/Heilshorn & Associates June 1995 - June 2004
The Financial Relations Board, Inc. May 1989 - June 1995
Lazard Freres & Co. June 1986 - May 1989
Skills
Media Relations, Public Relations, Corporate Communications, Marketing Communications, Marketing, Strategic Planning, Fundraising, Leadership, Event Planning, Editing, Nonprofits, CRM, Grant Writing, Community Development
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance and Marketing
Duke University 1980 — 1984
BA, Public Policy Studies
Citizens United to Protect the Maurice River and Its Tributaries, Inc. July 2011 - September 2014
Accentuate Communications, LLC September 2010 - June 2011
New Jersey Audubon Society August 2004 - August 2010
Lippert/Heilshorn & Associates June 1995 - June 2004
The Financial Relations Board, Inc. May 1989 - June 1995
Lazard Freres & Co. June 1986 - May 1989
Skills
Media Relations, Public Relations, Corporate Communications, Marketing Communications, Marketing, Strategic Planning, Fundraising, Leadership, Event Planning, Editing, Nonprofits, CRM, Grant Writing, Community Development
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance and Marketing
Duke University 1980 — 1984
BA, Public Policy Studies
Naira Saeed's Lazard Freres & Co. Experience June 2009 - June 2011
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Bank of Canada October 2013 - July 2015
Scotia Capital November 2011 - May 2013
Lazard Freres & Co. June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.Sc.), Accounting and Finance
Bank of Canada October 2013 - July 2015
Scotia Capital November 2011 - May 2013
Lazard Freres & Co. June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.Sc.), Accounting and Finance
Ted Flagg's Lazard Freres & Co. Experience June 2005 - January 2013
Job Managing Director at Hentschel & Company
Industry Real Estate
Experience
Hentschel & Company June 2013 - Present
Gleacher & Co March 2013 - June 2013
Lazard Freres & Co. June 2005 - January 2013
Sidley Austin 2000 - 2002
Shearman & Sterling LLP 1995 - 1996
Skills
Due Diligence, Mergers, Structured Finance, Private Equity, Portfolio Management, Real Estate, Capital Markets, Asset Managment, Mergers & Acquisitions, Investment Banking, Finance, Valuation, Acquisitions, Real Estate Economics, Corporate Finance
Education
Fordham University School of Law 1997 — 2000
JD
Colgate University 1991 — 1995
BA
Trinity High School 1987 — 1991
Hentschel & Company June 2013 - Present
Gleacher & Co March 2013 - June 2013
Lazard Freres & Co. June 2005 - January 2013
Sidley Austin 2000 - 2002
Shearman & Sterling LLP 1995 - 1996
Skills
Due Diligence, Mergers, Structured Finance, Private Equity, Portfolio Management, Real Estate, Capital Markets, Asset Managment, Mergers & Acquisitions, Investment Banking, Finance, Valuation, Acquisitions, Real Estate Economics, Corporate Finance
Education
Fordham University School of Law 1997 — 2000
JD
Colgate University 1991 — 1995
BA
Trinity High School 1987 — 1991
Ann-Marie O'Reilly's Lazard Freres & Co. Experience August 2010 - April 2013
Job Human Resources at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard August 2010 - Present
Lazard Freres & Co. August 2010 - April 2013
Merrill Lynch October 2006 - August 2010
Goldman Sachs July 1999 - October 2006
PwC September 1993 - July 1999
Skills
Human Resources, Investment Banking, Personnel Management
Education
City University of New York-Hunter College 1995 — 1998
BA, Psychology
Lazard August 2010 - Present
Lazard Freres & Co. August 2010 - April 2013
Merrill Lynch October 2006 - August 2010
Goldman Sachs July 1999 - October 2006
PwC September 1993 - July 1999
Skills
Human Resources, Investment Banking, Personnel Management
Education
City University of New York-Hunter College 1995 — 1998
BA, Psychology
Eric Chong's Lazard Freres & Co. Experience October 2010 - March 2013
Job Finance, Android Partnerships
Industry Investment Banking
Experience
Google April 2013 - Present
Lazard Freres & Co. October 2010 - March 2013
Bank of America Merrill Lynch July 2009 - October 2010
Skills
Financial Modeling, Bloomberg, Capital Markets, Valuation, Investment Banking, Equities, Private Equity, LBO, Hedge Funds, Corporate Finance, Fixed Income, Bloomberg Terminal, Capital IQ, Financial Analysis, Emerging Markets, VBA, Economics, Quantitative Analytics, Due Diligence
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
BSc, Industrial Engineering, Operations Research
Google April 2013 - Present
Lazard Freres & Co. October 2010 - March 2013
Bank of America Merrill Lynch July 2009 - October 2010
Skills
Financial Modeling, Bloomberg, Capital Markets, Valuation, Investment Banking, Equities, Private Equity, LBO, Hedge Funds, Corporate Finance, Fixed Income, Bloomberg Terminal, Capital IQ, Financial Analysis, Emerging Markets, VBA, Economics, Quantitative Analytics, Due Diligence
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
BSc, Industrial Engineering, Operations Research
Lenny Petrucelli's Lazard Freres & Co. Experience February 2007 - Present
Job VP Of Technology at Lazard
Industry Financial Services
Experience
Lazard Freres & Co. February 2007 - Present
Skills
Data Center, Telecommunications, Disaster Recovery, Vendor Management, Risk Management, Management, Integration
Education
DeVry University
ET, Electronics
Lazard Freres & Co. February 2007 - Present
Skills
Data Center, Telecommunications, Disaster Recovery, Vendor Management, Risk Management, Management, Integration
Education
DeVry University
ET, Electronics
Alexander Pop-Lazic's Lazard Freres & Co. Experience 1990 - 1995
Job Financial Advisory
Industry Financial Services
Experience
Pop-Lazic & Co. 1996 - Present
Lazard Freres & Co. 1990 - 1995
Skills
Public/private..., Portfolio Management, Consulting, Corporate Finance, Asset Management, Strategy, Due Diligence, Investments, Derivatives, Capital Markets, Bloomberg, Financial Analysis, Bonds, Asset Managment, Investment Advisory, Economics, Investment Banking, Management, Equities, Fixed Income, Strategic Planning, Valuation, Structured Finance, Emerging Markets, Financial Modeling, Finance, Securities, Financial Markets, Financial Structuring, Business Strategy, Risk Management, Financial Advisory, Credit, Leadership, Alternative Investments, Banking, Credit Risk, Asset Allocation, Credit Analysis, Project Finance, Public Finance, Structured Products, Trading, Equity Research, Hedge Funds
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Case Western Reserve University 1980 — 1984
B.S. - Management & Finance
Pop-Lazic & Co. 1996 - Present
Lazard Freres & Co. 1990 - 1995
Skills
Public/private..., Portfolio Management, Consulting, Corporate Finance, Asset Management, Strategy, Due Diligence, Investments, Derivatives, Capital Markets, Bloomberg, Financial Analysis, Bonds, Asset Managment, Investment Advisory, Economics, Investment Banking, Management, Equities, Fixed Income, Strategic Planning, Valuation, Structured Finance, Emerging Markets, Financial Modeling, Finance, Securities, Financial Markets, Financial Structuring, Business Strategy, Risk Management, Financial Advisory, Credit, Leadership, Alternative Investments, Banking, Credit Risk, Asset Allocation, Credit Analysis, Project Finance, Public Finance, Structured Products, Trading, Equity Research, Hedge Funds
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Case Western Reserve University 1980 — 1984
B.S. - Management & Finance
Richard Maass's Lazard Freres & Co. Experience May 2011 - September 2011
Job Associate at Riverstone Holdings
Industry Financial Services
Experience
Riverstone Holdings LLC July 2014 - Present
Lazard June 2012 - June 2014
Citi August 2011 - December 2011
Lazard Freres & Co. May 2011 - September 2011
Hamilton College Communications and Development 2009 - March 2011
New Harbor Inc June 2010 - August 2010
Education
Hamilton College 2008 — 2012
Bachelor of Arts/Science, Economics
University College of London
Riverstone Holdings LLC July 2014 - Present
Lazard June 2012 - June 2014
Citi August 2011 - December 2011
Lazard Freres & Co. May 2011 - September 2011
Hamilton College Communications and Development 2009 - March 2011
New Harbor Inc June 2010 - August 2010
Education
Hamilton College 2008 — 2012
Bachelor of Arts/Science, Economics
University College of London
Christopher Santana's Lazard Freres & Co. Experience October 1997 - February 2002
Job Managing Principal at Monarch Alternative Capital
Industry Investment Management
Experience
Monarch Alternative Capital January 2008 - Present
Quadrangle Group March 2002 - December 2007
Lazard Freres & Co. October 1997 - February 2002
Education
Amherst College 1991 — 1995
B.A., Economics & Spanish
Monarch Alternative Capital January 2008 - Present
Quadrangle Group March 2002 - December 2007
Lazard Freres & Co. October 1997 - February 2002
Education
Amherst College 1991 — 1995
B.A., Economics & Spanish
Brad Corbin's Lazard Freres & Co. Experience June 2009 - June 2011
Job Assistant Vice President at BBH Capital Partners
Industry Venture Capital & Private Equity
Experience
BBH Capital Partners March 2014 - Present
BBH Capital Partners July 2011 - February 2014
Lazard Freres & Co. June 2009 - June 2011
Lazard Freres & Co. May 2008 - July 2008
Education
Amherst College 2005 — 2009
BA, Economics, History
BBH Capital Partners March 2014 - Present
BBH Capital Partners July 2011 - February 2014
Lazard Freres & Co. June 2009 - June 2011
Lazard Freres & Co. May 2008 - July 2008
Education
Amherst College 2005 — 2009
BA, Economics, History
Kartik Nehru's Lazard Freres & Co. Experience July 2006 - June 2008
Job Analyst at Permian Investment Partners, LP
Industry Investment Management
Experience
Permian Investment Partners, LP June 2015 - Present
The Carlyle Group (Emerging Sovereign Group) June 2012 - May 2015
Hawkshaw Capital Management October 2011 - March 2012
Lindsay Goldberg July 2008 - June 2010
Lazard Freres & Co. July 2006 - June 2008
Education
Columbia Business School 2011 — 2012
MBA, Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Finance, Accounting, Summa Cum Laude
Permian Investment Partners, LP June 2015 - Present
The Carlyle Group (Emerging Sovereign Group) June 2012 - May 2015
Hawkshaw Capital Management October 2011 - March 2012
Lindsay Goldberg July 2008 - June 2010
Lazard Freres & Co. July 2006 - June 2008
Education
Columbia Business School 2011 — 2012
MBA, Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Finance, Accounting, Summa Cum Laude
Mark Dolins's Lazard Freres & Co. Experience September 2007 - Present
Job Managing Director at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. September 2007 - Present
Cowen and Company September 1999 - May 2007
Bingham McCutchen August 1997 - June 1999
Education
Duke University School of Law 1993 — 1995
JD, Law
Denison University 1989 — 1992
BA, History
Lazard Freres & Co. September 2007 - Present
Cowen and Company September 1999 - May 2007
Bingham McCutchen August 1997 - June 1999
Education
Duke University School of Law 1993 — 1995
JD, Law
Denison University 1989 — 1992
BA, History
Lawren Tilney's Lazard Freres & Co. Experience May 2011 - July 2011
Job Associate at Crestview Partners
Industry Venture Capital & Private Equity
Experience
The Walt Disney Company July 2012 - April 2014
Lazard Freres & Co. May 2011 - July 2011
Canoe Ventures May 2009 - October 2010
Crestview Partners, LLC July 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Social Studies: Technology & Society
The Kinkaid School 1997 — 2008
The Walt Disney Company July 2012 - April 2014
Lazard Freres & Co. May 2011 - July 2011
Canoe Ventures May 2009 - October 2010
Crestview Partners, LLC July 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Social Studies: Technology & Society
The Kinkaid School 1997 — 2008
Marilyn Strozak's Lazard Freres & Co. Experience 1993 - 1995
Job Fundraising Specialist
Industry Philanthropy
Experience
Center for Jewish History February 2015 - June 2015
Consultant January 2011 - December 2014
Jewish Home Lifecare 2003 - 2011
The Mount Sinai Medical Center 2001 - 2003
The 92nd Street Y 1999 - 2000
The 92nd Street Y 1995 - 1999
Lazard Freres & Co. 1993 - 1995
The 92nd Street Y 1992 - 1993
The 92nd Street Y 1990 - 1992
The 92nd Street Y 1989 - 1990
Skills
Grant Writing, Program Development, Event Planning, Philanthropy, Volunteer Management, Fundraising, Event Management, Community Outreach, Research, Public Speaking, Public Relations, Editing, Raiser's Edge, Corporate Social..., Grant Administration, Newsletters, Nonprofits, Microsoft Office, Executive Office..., Grants, Strategic Planning, Annual Giving, Stewardship
Education
Brooklyn College
Bachelor of Arts (B.A.)
New School for Social Research
Music
New York University
Post Graduate Work in Music History
Center for Jewish History February 2015 - June 2015
Consultant January 2011 - December 2014
Jewish Home Lifecare 2003 - 2011
The Mount Sinai Medical Center 2001 - 2003
The 92nd Street Y 1999 - 2000
The 92nd Street Y 1995 - 1999
Lazard Freres & Co. 1993 - 1995
The 92nd Street Y 1992 - 1993
The 92nd Street Y 1990 - 1992
The 92nd Street Y 1989 - 1990
Skills
Grant Writing, Program Development, Event Planning, Philanthropy, Volunteer Management, Fundraising, Event Management, Community Outreach, Research, Public Speaking, Public Relations, Editing, Raiser's Edge, Corporate Social..., Grant Administration, Newsletters, Nonprofits, Microsoft Office, Executive Office..., Grants, Strategic Planning, Annual Giving, Stewardship
Education
Brooklyn College
Bachelor of Arts (B.A.)
New School for Social Research
Music
New York University
Post Graduate Work in Music History
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management