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
Anne Mintz Anne Mintz's Lazard Freres & Co. Experience April 1972 - June 1986
Job Information Managment Professional
Industry Information Services
Experience
Web of Deceit: Misinformation and Manipulation in the Age of Social Media October 2011 - Present
DeskSet Intelligence January 2009 - Present
City University of New York 2009 - Present
Special Libraries Association 1991 - Present
Academy for Jewish Religion September 2011 - June 2013
JTA January 2011 - December 2012
City University of New York (CUNY September 2007 - December 2010
Forbes Magazine July 1986 - January 2009
Information Today, Inc. 2001 - 2002
Lazard Freres & Co. April 1972 - June 1986
Skills
Editing, Social Media, Content Strategy, Research, Online Research, Competitive Intelligence, Journalism, Publishing, Knowledge Management, Magazines, Archives, Copy Editing, Information Management, Publications, Leadership, Blogging, Higher Education, Teaching, Books, Event Planning, Library, Public Speaking, Metadata, Editorial, Library Research, Newsletters, Library Science, Libraries
Education
Rutgers University-New Brunswick
MLS, Library and Information Science
University of Massachusetts, Amherst
BA, English
Web of Deceit: Misinformation and Manipulation in the Age of Social Media October 2011 - Present
DeskSet Intelligence January 2009 - Present
City University of New York 2009 - Present
Special Libraries Association 1991 - Present
Academy for Jewish Religion September 2011 - June 2013
JTA January 2011 - December 2012
City University of New York (CUNY September 2007 - December 2010
Forbes Magazine July 1986 - January 2009
Information Today, Inc. 2001 - 2002
Lazard Freres & Co. April 1972 - June 1986
Skills
Editing, Social Media, Content Strategy, Research, Online Research, Competitive Intelligence, Journalism, Publishing, Knowledge Management, Magazines, Archives, Copy Editing, Information Management, Publications, Leadership, Blogging, Higher Education, Teaching, Books, Event Planning, Library, Public Speaking, Metadata, Editorial, Library Research, Newsletters, Library Science, Libraries
Education
Rutgers University-New Brunswick
MLS, Library and Information Science
University of Massachusetts, Amherst
BA, English
Jim Cooper Jim Cooper's Lazard Freres & Co. Experience May 2010 - July 2010
Job Investment Banking Associate at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners July 2011 - Present
Lazard Freres & Co. May 2010 - July 2010
Belvedere Trading June 2009 - August 2009
Skills
Capital IQ, Bloomberg, DCF, Hedge Funds, Due Diligence, Financial Analysis, Equity Research, Equity Valuation, Fixed Income, M&A experience, Venture Capital, Corporate Development, Bloomberg Terminal, Emerging Markets, Alternative Investments, Corporate Finance, Equities, Investment Banking, Valuation, Strategy, Private Equity, Trading, Mergers, Investments, Capital Markets, Financial Modeling, Restructuring, Options, Mergers & Acquisitions
Education
University of Michigan 2007 — 2011
BBA – Ross School of Business – Finance, Accounting, Mathematics
Tsinghua University 2009 — 2009
Summer Study Abroad
Centerview Partners July 2011 - Present
Lazard Freres & Co. May 2010 - July 2010
Belvedere Trading June 2009 - August 2009
Skills
Capital IQ, Bloomberg, DCF, Hedge Funds, Due Diligence, Financial Analysis, Equity Research, Equity Valuation, Fixed Income, M&A experience, Venture Capital, Corporate Development, Bloomberg Terminal, Emerging Markets, Alternative Investments, Corporate Finance, Equities, Investment Banking, Valuation, Strategy, Private Equity, Trading, Mergers, Investments, Capital Markets, Financial Modeling, Restructuring, Options, Mergers & Acquisitions
Education
University of Michigan 2007 — 2011
BBA – Ross School of Business – Finance, Accounting, Mathematics
Tsinghua University 2009 — 2009
Summer Study Abroad
Sarah Settles-Marion Sarah Settles-Marion's Lazard Freres & Co. Experience July 2007 - January 2010
Job First Grade Teacher at Manteno Elementary School
Industry Education Management
Experience
Manteno School District August 2014 - Present
Manteno Elementary School August 2010 - Present
Lazard Freres & Co. July 2007 - January 2010
Edward Jones August 2006 - January 2007
Northern Illinois Business & Industry Services April 2004 - 2006
LifeTime Fitness April 2005 - 2005
Blanco & Peace LTD May 2004 - August 2004
Skills
Public Relations, Microsoft Word, Nonprofits, Team Building, Coaching, Account Management, Digital Marketing, Customer Service, Fundraising, PowerPoint, Microsoft Excel, Outlook, Teaching, Leadership, Event Planning
Education
National-Louis University 2008 — 2010
Master of Art in Teaching
Northern Illinois University 2001 — 2005
Bachelor of Arts, Corporate Communications
Manteno School District August 2014 - Present
Manteno Elementary School August 2010 - Present
Lazard Freres & Co. July 2007 - January 2010
Edward Jones August 2006 - January 2007
Northern Illinois Business & Industry Services April 2004 - 2006
LifeTime Fitness April 2005 - 2005
Blanco & Peace LTD May 2004 - August 2004
Skills
Public Relations, Microsoft Word, Nonprofits, Team Building, Coaching, Account Management, Digital Marketing, Customer Service, Fundraising, PowerPoint, Microsoft Excel, Outlook, Teaching, Leadership, Event Planning
Education
National-Louis University 2008 — 2010
Master of Art in Teaching
Northern Illinois University 2001 — 2005
Bachelor of Arts, Corporate Communications
Jeni Landers Jeni Landers's Lazard Freres & Co. Experience May 1998 - June 2002
Job Associate at Wynn and Wynn, PC
Industry Law Practice
Experience
Wynn and Wynn, PC January 2008 - Present
Cape Cod Young Professionals 2011 - 2013
David Burgess & Associates March 2007 - May 2007
Davis, Malm & D'Agostine, P.C. September 2006 - November 2006
Eurazeo July 2002 - July 2004
Lazard Freres & Co. May 1998 - June 2002
Skills
Real Estate, Civil Litigation, Family Law, Criminal Law, Personal Injury, Contract Law, Business Law, Criminal Defense, Estate Law, Administrative Law, Legal Research, Employment Law, Nonprofits, Litigation, Hearings, Legal Writing, Trials, Legal Advice, Legal Issues, Courts
Education
Northeastern University School of Law 2004 — 2007
JD
Smith College 1992 — 1996
BA, French Literature, Jewish Studies
Dennis-Yarmouth Regional High School 1988 — 1992
HS Diploma
Wynn and Wynn, PC January 2008 - Present
Cape Cod Young Professionals 2011 - 2013
David Burgess & Associates March 2007 - May 2007
Davis, Malm & D'Agostine, P.C. September 2006 - November 2006
Eurazeo July 2002 - July 2004
Lazard Freres & Co. May 1998 - June 2002
Skills
Real Estate, Civil Litigation, Family Law, Criminal Law, Personal Injury, Contract Law, Business Law, Criminal Defense, Estate Law, Administrative Law, Legal Research, Employment Law, Nonprofits, Litigation, Hearings, Legal Writing, Trials, Legal Advice, Legal Issues, Courts
Education
Northeastern University School of Law 2004 — 2007
JD
Smith College 1992 — 1996
BA, French Literature, Jewish Studies
Dennis-Yarmouth Regional High School 1988 — 1992
HS Diploma
Eric Heiman's Lazard Freres & Co. Experience June 2012 - August 2013
Job Associate at Brookfield Capital Partners
Industry Investment Management
Experience
Brookfield Asset Management September 2013 - Present
Lazard Freres & Co. June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Brookfield Asset Management September 2013 - Present
Lazard Freres & Co. June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
David Muckey David Muckey's Lazard Freres & Co. Experience June 2012 - June 2014
Job Private Equity Associate at Vector Capital
Industry Investment Banking
Experience
Vector Capital August 2014 - Present
Lazard Freres & Co. June 2012 - June 2014
Lazard Freres & Co. June 2011 - August 2011
Tyco International June 2010 - August 2010
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), Economics
Pine Crest School 1996 — 2008
Vector Capital August 2014 - Present
Lazard Freres & Co. June 2012 - June 2014
Lazard Freres & Co. June 2011 - August 2011
Tyco International June 2010 - August 2010
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), Economics
Pine Crest School 1996 — 2008
Katie Tice Katie Tice's Lazard Freres & Co. Experience June 2012 - July 2014
Job Investment Analyst at Texas Children's Hospital
Industry Investment Management
Experience
Texas Children's Hospital February 2015 - Present
Victory Park Capital Advisors July 2014 - January 2015
Lazard Freres & Co. June 2012 - July 2014
Lazard Freres & Co. May 2011 - August 2011
Satori Capital October 2010 - January 2011
Charlie Rose June 2010 - August 2010
Bloomberg May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
BBA, Finance
University of Westminster 2011 — 2012
London Semester Abroad - Spring 2011, Finance
The Hockaday School 1994 — 2008
Texas Children's Hospital February 2015 - Present
Victory Park Capital Advisors July 2014 - January 2015
Lazard Freres & Co. June 2012 - July 2014
Lazard Freres & Co. May 2011 - August 2011
Satori Capital October 2010 - January 2011
Charlie Rose June 2010 - August 2010
Bloomberg May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
BBA, Finance
University of Westminster 2011 — 2012
London Semester Abroad - Spring 2011, Finance
The Hockaday School 1994 — 2008
Richard Eisner Richard Eisner's Lazard Freres & Co. Experience 2004 - 2005
Job Senior Director, Global Procurement and Strategic Sourcing at Integra LifeSciences
Industry Medical Devices
Experience
Integra LifeSciences 2011 - Present
SSA Capital March 2007 - March 2011
Lazard Freres & Co. 2004 - 2005
Re-Source America September 1999 - December 2004
Fresh Air Solutions May 1996 - September 1999
J. Gerber and Co.,Inc. 1985 - 1996
Skills
Supply Chain Management, Sourcing, Strategic Sourcing, Procurement, Materials Management, Management, Contract Negotiation, Supply Management, Cross-functional Team..., Supply Chain, Continuous Improvement, MRP, Product Development, Purchasing, Process Improvement, Lean Manufacturing, Global Sourcing, Six Sigma, Leadership, Supply Chain..., Business Process..., Forecasting, ERP
Education
Penn State University 1978 — 1982
BA, Economics
Penn State University 1978 — 1982
Integra LifeSciences 2011 - Present
SSA Capital March 2007 - March 2011
Lazard Freres & Co. 2004 - 2005
Re-Source America September 1999 - December 2004
Fresh Air Solutions May 1996 - September 1999
J. Gerber and Co.,Inc. 1985 - 1996
Skills
Supply Chain Management, Sourcing, Strategic Sourcing, Procurement, Materials Management, Management, Contract Negotiation, Supply Management, Cross-functional Team..., Supply Chain, Continuous Improvement, MRP, Product Development, Purchasing, Process Improvement, Lean Manufacturing, Global Sourcing, Six Sigma, Leadership, Supply Chain..., Business Process..., Forecasting, ERP
Education
Penn State University 1978 — 1982
BA, Economics
Penn State University 1978 — 1982
Melissa Gordon Melissa Gordon's Lazard Freres & Co. Experience July 2006 - May 2010
Job Director Global Marketing, Tom Ford Beauty at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. July 2015 - Present
The Estée Lauder Companies Inc. 2014 - Present
CHANEL 2013 - 2013
Attara Capital LP May 2010 - May 2012
Lazard Freres & Co. July 2006 - May 2010
Skills
Private Equity, Financial Modeling, Valuation, Hedge Funds, Equities, Corporate Finance, Portfolio Management, Corporate Development, Emerging Markets, Investment Banking, Venture Capital, Equity Research, Investor Relations
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Marketing
The Estée Lauder Companies Inc. July 2015 - Present
The Estée Lauder Companies Inc. 2014 - Present
CHANEL 2013 - 2013
Attara Capital LP May 2010 - May 2012
Lazard Freres & Co. July 2006 - May 2010
Skills
Private Equity, Financial Modeling, Valuation, Hedge Funds, Equities, Corporate Finance, Portfolio Management, Corporate Development, Emerging Markets, Investment Banking, Venture Capital, Equity Research, Investor Relations
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Marketing
Edyta Riley Edyta Riley's Lazard Freres & Co. Experience July 2004 - August 2006
Job Associate Director of Real Assets
Industry Real Estate
Experience
Bowdoin College September 2012 - Present
Hersha Hospitality September 2010 - August 2012
San Domenico Hotels 2009 - 2009
University of Pennsylvania Office of Investments 2006 - 2008
Lazard Freres & Co. July 2004 - August 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Real Estate
University of Pennsylvania 2000 — 2004
BA, History, Economics
Lawrence High School 1996 — 2000
Bowdoin College September 2012 - Present
Hersha Hospitality September 2010 - August 2012
San Domenico Hotels 2009 - 2009
University of Pennsylvania Office of Investments 2006 - 2008
Lazard Freres & Co. July 2004 - August 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Real Estate
University of Pennsylvania 2000 — 2004
BA, History, Economics
Lawrence High School 1996 — 2000
Lauren Gradante's Lazard Freres & Co. Experience March 2000 - May 2005
Job Senior Marketing Associate at Altrinsic Global Advisors, LLC
Industry Financial Services
Experience
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Michaele Stevens Michaele Stevens's Lazard Freres & Co. Experience January 2010 - Present
Job Overnight Lead Operator at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. January 2010 - Present
Goldman Sachs Asset Management October 2007 - April 2009
Williams Lea March 2001 - October 2007
Skills
Adobe Creative Suite, CorelDraw, Microsoft Office Suite, MapInfo 8.5, Microsoft Office, Logo Design
Education
NYU
Temple University
Bachelor's degree, English Language and Literature/Letters
Lazard Freres & Co. January 2010 - Present
Goldman Sachs Asset Management October 2007 - April 2009
Williams Lea March 2001 - October 2007
Skills
Adobe Creative Suite, CorelDraw, Microsoft Office Suite, MapInfo 8.5, Microsoft Office, Logo Design
Education
NYU
Temple University
Bachelor's degree, English Language and Literature/Letters
Hubert Delany Hubert Delany's Lazard Freres & Co. Experience 1998 - 1999
Job
Industry Information Technology and Services
Experience
Delany Group, LLC July 2013 - Present
Oceanie Sailing Foundation October 2013 - Present
NetRunway Inc. November 2013 - Present
CALM Energy Inc September 2007 - July 2013
Columbia University Center for Computational Learning Systems November 2005 - September 2007
G2X Inc. August 2004 - October 2005
Black Diamond Software November 2001 - July 2004
G2X Software 1999 - 2000
Lazard Freres & Co. 1998 - 1999
BackWeb Technologies 1997 - 1998
Skills
IT Strategy, Strategy, Enterprise Software, Software Development, Integration, Enterprise Architecture, Management, Cloud Computing, SaaS, Agile Methodologies, Consulting, Start-ups, SDLC, Strategic Partnerships, Leadership, Infrastructure, Process Improvement, Product Management, Program Management, Project Management, Product Development, E-commerce, Business Intelligence, Cross-functional Team..., CRM, Architecture, Software Project..., Vendor Management, Team Leadership, Analytics, Management Consulting, Outsourcing, Business Analysis, iOS development, JavaScript, HTML 5, PHP, SQL, 3D rendering, Objective-C, C++, Mobile Applications, Artificial Intelligence, Entrepreneurship, 3D displays, Holography, 3D Printing, Sailing, Software Engineering, Strategic Planning
Education
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Delany Group, LLC July 2013 - Present
Oceanie Sailing Foundation October 2013 - Present
NetRunway Inc. November 2013 - Present
CALM Energy Inc September 2007 - July 2013
Columbia University Center for Computational Learning Systems November 2005 - September 2007
G2X Inc. August 2004 - October 2005
Black Diamond Software November 2001 - July 2004
G2X Software 1999 - 2000
Lazard Freres & Co. 1998 - 1999
BackWeb Technologies 1997 - 1998
Skills
IT Strategy, Strategy, Enterprise Software, Software Development, Integration, Enterprise Architecture, Management, Cloud Computing, SaaS, Agile Methodologies, Consulting, Start-ups, SDLC, Strategic Partnerships, Leadership, Infrastructure, Process Improvement, Product Management, Program Management, Project Management, Product Development, E-commerce, Business Intelligence, Cross-functional Team..., CRM, Architecture, Software Project..., Vendor Management, Team Leadership, Analytics, Management Consulting, Outsourcing, Business Analysis, iOS development, JavaScript, HTML 5, PHP, SQL, 3D rendering, Objective-C, C++, Mobile Applications, Artificial Intelligence, Entrepreneurship, 3D displays, Holography, 3D Printing, Sailing, Software Engineering, Strategic Planning
Education
Massachusetts Institute of Technology 1980 — 1987
BS, Electrical Engineering
Elaine Ho's Lazard Freres & Co. Experience June 2010 - June 2012
Job Business Operations & Strategy at NerdWallet
Industry Venture Capital & Private Equity
Experience
NerdWallet September 2015 - Present
The Riverside Company August 2012 - August 2015
Lazard Freres & Co. June 2010 - June 2012
Cowen and Company June 2009 - August 2009
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
NerdWallet September 2015 - Present
The Riverside Company August 2012 - August 2015
Lazard Freres & Co. June 2010 - June 2012
Cowen and Company June 2009 - August 2009
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
Richard Rosselli. B.S, M.A Richard Rosselli. B.S, M.A's Lazard Freres & Co. Experience January 2007 - Present
Job Sr. M&A Management Accountant at Lazard
Industry Investment Banking
Experience
Attention Recruiting Agencies I am looking to move on September 2015 - Present
Lazard Freres & Co. January 2007 - Present
Safra National Bank September 2003 - December 2006
Canadian Imperial Bank of Commerce July 2001 - September 2003
Merrill Lynch September 1985 - July 2001
Skills
Financial Analysis, Financial Reporting, Hedge Funds, Accounting, Mergers & Acquisitions, Bloomberg, Risk Management, Financial Modeling, Finance, Auditing, Securities, Valuation, Corporate Finance, Equities, Financial Accounting, Analysis, Internal Controls, Consolidation, US GAAP, Accounts Receivable, Investment Banking, Due Diligence, Capital Markets, Sarbanes-Oxley Act, SEC filings, Asset Management, Financial Audits, Investments, Fixed Income, Strategic Financial..., Private Equity, Mergers, Restructuring, Corporate Budgeting, Oracle General Ledger, M, PeopleSoft, General Ledger, Business Analysis, Trading, Banking, Variance Analysis, Managerial Finance, Financial Services, Portfolio Management, Financial Markets, Management, Accounts Payable, PeopleSoft Financial, Treasury Management
Education
Queens College 2005 — 2007
Masters, Accounting, 3.5
Saint John's University 1981 — 1985
B.A, Finance/Accounting
Christ the King Regional High School 1977 — 1981
Diploma
City University of New York-Queens College
B.A, Accounting
Attention Recruiting Agencies I am looking to move on September 2015 - Present
Lazard Freres & Co. January 2007 - Present
Safra National Bank September 2003 - December 2006
Canadian Imperial Bank of Commerce July 2001 - September 2003
Merrill Lynch September 1985 - July 2001
Skills
Financial Analysis, Financial Reporting, Hedge Funds, Accounting, Mergers & Acquisitions, Bloomberg, Risk Management, Financial Modeling, Finance, Auditing, Securities, Valuation, Corporate Finance, Equities, Financial Accounting, Analysis, Internal Controls, Consolidation, US GAAP, Accounts Receivable, Investment Banking, Due Diligence, Capital Markets, Sarbanes-Oxley Act, SEC filings, Asset Management, Financial Audits, Investments, Fixed Income, Strategic Financial..., Private Equity, Mergers, Restructuring, Corporate Budgeting, Oracle General Ledger, M, PeopleSoft, General Ledger, Business Analysis, Trading, Banking, Variance Analysis, Managerial Finance, Financial Services, Portfolio Management, Financial Markets, Management, Accounts Payable, PeopleSoft Financial, Treasury Management
Education
Queens College 2005 — 2007
Masters, Accounting, 3.5
Saint John's University 1981 — 1985
B.A, Finance/Accounting
Christ the King Regional High School 1977 — 1981
Diploma
City University of New York-Queens College
B.A, Accounting
Neal Patel Neal Patel's Lazard Freres & Co. Experience July 2006 - June 2008
Job Finance professional
Industry Oil & Energy
Experience
Velocys June 2014 - September 2015
Plains All American December 2012 - June 2014
Plains All American August 2011 - December 2012
Plains All American August 2009 - January 2012
The Brock Group July 2008 - August 2009
Lazard Freres & Co. July 2006 - June 2008
Skills
Mergers & Acquisitions, Capital Markets, Management, Business Analysis, Finance, Restructuring, Valuation, Financial Analysis, Mergers, Forecasting, Budgets, Corporate Development, Strategic Financial..., Financial Modeling, Analysis, Corporate Finance, Strategy, Due Diligence, Energy, Strategic Planning
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance and accounting
Velocys June 2014 - September 2015
Plains All American December 2012 - June 2014
Plains All American August 2011 - December 2012
Plains All American August 2009 - January 2012
The Brock Group July 2008 - August 2009
Lazard Freres & Co. July 2006 - June 2008
Skills
Mergers & Acquisitions, Capital Markets, Management, Business Analysis, Finance, Restructuring, Valuation, Financial Analysis, Mergers, Forecasting, Budgets, Corporate Development, Strategic Financial..., Financial Modeling, Analysis, Corporate Finance, Strategy, Due Diligence, Energy, Strategic Planning
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance and accounting
Adam Hanover Adam Hanover's Lazard Freres & Co. Experience June 2010 - August 2011
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2011 - Present
Lazard Freres & Co. June 2010 - August 2011
Memphis City Schools March 2009 - May 2010
Lazard Freres & Co. June 2009 - August 2009
Wexford Capital June 2008 - July 2008
Gerber/Taylor Management June 2007 - July 2007
Education
University of Pennsylvania 2006 — 2010
Diplomatic History, Public School Strategic Planning
The Carlyle Group August 2011 - Present
Lazard Freres & Co. June 2010 - August 2011
Memphis City Schools March 2009 - May 2010
Lazard Freres & Co. June 2009 - August 2009
Wexford Capital June 2008 - July 2008
Gerber/Taylor Management June 2007 - July 2007
Education
University of Pennsylvania 2006 — 2010
Diplomatic History, Public School Strategic Planning
Erika Christensen Erika Christensen's Lazard Freres & Co. Experience June 2004 - Present
Job Founder & Head Love Conductor of Train Spottings
Industry Online Media
Experience
Train Spottings September 2012 - Present
Lazard Freres & Co. June 2004 - Present
The Culture Project May 2004 - May 2008
Skills
Microsoft Office, Presentations, Operations Management, Management, Problem Solving, PowerPoint, Public Speaking, Social Media, Business Analysis, Business Development, Marketing, Financial Analysis, Market Research, Budgets, Team Building, Customer Service, Project Management, Marketing Strategy, Sales, Business Strategy, Data Analysis, Event Planning, Outlook, Public Relations, Leadership, Fundraising, Event Management, Recruiting, Microsoft Excel, Microsoft Word, Strategic Planning, System Administration, Matchmaker, Social Networking, Matchmaking, Social Skills
Education
The Boston Conservatory 1999 — 2004
Bachelor of Fine Arts (B.F.A.), Theatre/Music
Train Spottings September 2012 - Present
Lazard Freres & Co. June 2004 - Present
The Culture Project May 2004 - May 2008
Skills
Microsoft Office, Presentations, Operations Management, Management, Problem Solving, PowerPoint, Public Speaking, Social Media, Business Analysis, Business Development, Marketing, Financial Analysis, Market Research, Budgets, Team Building, Customer Service, Project Management, Marketing Strategy, Sales, Business Strategy, Data Analysis, Event Planning, Outlook, Public Relations, Leadership, Fundraising, Event Management, Recruiting, Microsoft Excel, Microsoft Word, Strategic Planning, System Administration, Matchmaker, Social Networking, Matchmaking, Social Skills
Education
The Boston Conservatory 1999 — 2004
Bachelor of Fine Arts (B.F.A.), Theatre/Music
Luca Malesci Luca Malesci's Lazard Freres & Co. Experience January 2011 - June 2014
Job Vice President at Lazard Freres & Co.
Industry Investment Banking
Experience
Lazard Freres & Co. January 2011 - June 2014
Lazard Freres & Co. January 2008 - December 2010
Lazard Freres & Co. April 2006 - December 2007
Lazard Freres & Co. May 2005 - March 2006
Banca Leonardo January 2005 - April 2005
Skills
Investment Banking, Financial Advisory, LBO, Private Equity, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance
Education
Università Commerciale 'Luigi Bocconi' 2001 — 2004
Istituto Leone XIII - Liceo Classico 1996 — 2001
Maturita'
Lazard Freres & Co. January 2011 - June 2014
Lazard Freres & Co. January 2008 - December 2010
Lazard Freres & Co. April 2006 - December 2007
Lazard Freres & Co. May 2005 - March 2006
Banca Leonardo January 2005 - April 2005
Skills
Investment Banking, Financial Advisory, LBO, Private Equity, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance
Education
Università Commerciale 'Luigi Bocconi' 2001 — 2004
Istituto Leone XIII - Liceo Classico 1996 — 2001
Maturita'
Molly Sito Molly Sito's Lazard Freres & Co. Experience September 1998 - November 2007
Job Best Reps, Owner
Industry Staffing and Recruiting
Experience
Best Reps June 2010 - Present
WeShine LLC June 2001 - June 2010
Lazard Freres & Co. September 1998 - November 2007
Skills
Social Media, Marketing Strategy, Advertising, Social Media Marketing, Event Management, Personal Branding, Marketing Communications, Guerrilla Marketing, Relationship Marketing, Email Marketing, Interactive Marketing, Marketing, Business Planning, Direct Mail, Strategic Planning, Facebook, SEO, Entertainment, Mobile Marketing, Market Planning, SEM, Corporate Events, Event Planning, Sports Marketing, Integrated Marketing, Customer Service, Web Design, Corporate Branding, Public Relations, Marketing Management, Sponsorship, Social Networking, Creative Strategy, Market Research, Copywriting, Brand Development, Marketing Research, Strategic Partnerships, Brand Awareness, Retail, Digital Media, Promotions, Online Advertising, Creative Writing, Entrepreneurship, Digital Marketing, Start-ups, Digital Strategy, Sales, Lead Generation
Education
Ohio University 1993 — 1996
BA / BS, Business Administration / Sports Administration
Best Reps June 2010 - Present
WeShine LLC June 2001 - June 2010
Lazard Freres & Co. September 1998 - November 2007
Skills
Social Media, Marketing Strategy, Advertising, Social Media Marketing, Event Management, Personal Branding, Marketing Communications, Guerrilla Marketing, Relationship Marketing, Email Marketing, Interactive Marketing, Marketing, Business Planning, Direct Mail, Strategic Planning, Facebook, SEO, Entertainment, Mobile Marketing, Market Planning, SEM, Corporate Events, Event Planning, Sports Marketing, Integrated Marketing, Customer Service, Web Design, Corporate Branding, Public Relations, Marketing Management, Sponsorship, Social Networking, Creative Strategy, Market Research, Copywriting, Brand Development, Marketing Research, Strategic Partnerships, Brand Awareness, Retail, Digital Media, Promotions, Online Advertising, Creative Writing, Entrepreneurship, Digital Marketing, Start-ups, Digital Strategy, Sales, Lead Generation
Education
Ohio University 1993 — 1996
BA / BS, Business Administration / Sports Administration
Chris Tsoukalas's Lazard Freres & Co. Experience May 2011 - August 2011
Job Analyst at D. E. Shaw & Co.
Industry Investment Banking
Experience
D. E. Shaw & Co. April 2014 - Present
Evercore Partners June 2012 - April 2014
Lazard Freres & Co. May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
D. E. Shaw & Co. April 2014 - Present
Evercore Partners June 2012 - April 2014
Lazard Freres & Co. May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Clifford Perry's Lazard Freres & Co. Experience 1994 - 1996
Job at American Securities Capital Partners
Industry Financial Services
Experience
American Securities Capital Partners May 2011 - Present
Perry Consulting 2004 - May 2011
Royal Bank of Scotland March 2010 - April 2011
Warburg Pincus March 2000 - August 2008
The Blackstone Group September 2008 - 2008
The Beacon Group 1997 - 2000
The Bridgeford Group 1996 - 1997
Lazard Freres & Co. 1994 - 1996
New York State Assembly Ways and Means Committee 1994 - 1994
Skills
Investment Banking, Private Equity, Venture Capital, Hedge Funds, Competitive Intelligence, Telecommunications, Research, Technology, Information Management, Knowledge Management, Content Management, Contract Negotiation, Contract Management, Marketing, Investments, Management, Strategy, Due Diligence, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Strategic Partnerships
Education
University at Albany, SUNY 1993 — 1994
MLS, Information Science
University at Albany, SUNY 1989 — 1993
BA, Information Science
American Securities Capital Partners May 2011 - Present
Perry Consulting 2004 - May 2011
Royal Bank of Scotland March 2010 - April 2011
Warburg Pincus March 2000 - August 2008
The Blackstone Group September 2008 - 2008
The Beacon Group 1997 - 2000
The Bridgeford Group 1996 - 1997
Lazard Freres & Co. 1994 - 1996
New York State Assembly Ways and Means Committee 1994 - 1994
Skills
Investment Banking, Private Equity, Venture Capital, Hedge Funds, Competitive Intelligence, Telecommunications, Research, Technology, Information Management, Knowledge Management, Content Management, Contract Negotiation, Contract Management, Marketing, Investments, Management, Strategy, Due Diligence, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Strategic Partnerships
Education
University at Albany, SUNY 1993 — 1994
MLS, Information Science
University at Albany, SUNY 1989 — 1993
BA, Information Science
Kathryn Cantrell Kathryn Cantrell's Lazard Freres & Co. Experience July 2010 - May 2012
Job Independent Product Consultant at Doterra Essential Oils
Industry Health, Wellness and Fitness
Experience
Doterra Essential Oils June 2013 - Present
Lazard Freres & Co. July 2010 - May 2012
Sonnenfeld Law 2010 - 2010
Lasard 2010 - 2010
The Myers Law Firm, P.C. May 2008 - November 2009
University of California, Hastings College of the Law May 2007 - September 2007
University of San Francisco January 2006 - May 2006
Mayor's Office of Neighborhood Services, San Francisco January 2005 - July 2005
University of San Francisco August 2003 - May 2004
Skills
Research, Litigation, Courts, Policy Analysis, Lexis, Training, Teaching, Westlaw, Mediation, Contract Negotiation, Private Equity, Estate Planning, Legal Research, Legal Writing, Commercial Litigation, Dispute Resolution, Family Law, Tax Law, Public Speaking, Civil Litigation, Public Policy, Employment Law, Intellectual Property, Venture Capital, Due Diligence, Mergers & Acquisitions, Tax, Corporate Law
Education
University of California, Hastings College of the Law 2006 — 2009
Juris Doctor, Law
University of San Francisco 2002 — 2006
Bachelor of Arts, Philosophy and Politics
Joel E. Ferris High School 1998 — 2002
Doterra Essential Oils June 2013 - Present
Lazard Freres & Co. July 2010 - May 2012
Sonnenfeld Law 2010 - 2010
Lasard 2010 - 2010
The Myers Law Firm, P.C. May 2008 - November 2009
University of California, Hastings College of the Law May 2007 - September 2007
University of San Francisco January 2006 - May 2006
Mayor's Office of Neighborhood Services, San Francisco January 2005 - July 2005
University of San Francisco August 2003 - May 2004
Skills
Research, Litigation, Courts, Policy Analysis, Lexis, Training, Teaching, Westlaw, Mediation, Contract Negotiation, Private Equity, Estate Planning, Legal Research, Legal Writing, Commercial Litigation, Dispute Resolution, Family Law, Tax Law, Public Speaking, Civil Litigation, Public Policy, Employment Law, Intellectual Property, Venture Capital, Due Diligence, Mergers & Acquisitions, Tax, Corporate Law
Education
University of California, Hastings College of the Law 2006 — 2009
Juris Doctor, Law
University of San Francisco 2002 — 2006
Bachelor of Arts, Philosophy and Politics
Joel E. Ferris High School 1998 — 2002
Chris Bradicich's Lazard Freres & Co. Experience May 2010 - August 2010
Job Technology Investor, Associate at SFW Capital Partners
Industry Investment Management
Experience
SFW Capital Partners May 2014 - Present
L.E.K. Consulting September 2011 - February 2014
Lazard Freres & Co. May 2010 - August 2010
Goldman Sachs March 2009 - May 2009
TFS Energy July 2008 - August 2008
Citigroup Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Due Diligence, Economics, Data Analysis, Financial Analysis, Investment Banking, Business Strategy, Valuation, Management Consulting, Forecasting, Venture Capital, Strategic Financial..., Start-ups, Innovation, Wearable Technology, Positive Psychology, Persuasive Technology, Nonprofits, Brain-computer..., Microsoft Excel, Social Network Analysis, Behavior Change, Cognitive Behavioral..., Market Research, Finance, Bloomberg, Financial Planning
Education
Northwestern University 2007 — 2011
BA, Economics, Business Institutions
Greenwich High School 2003 — 2007
SFW Capital Partners May 2014 - Present
L.E.K. Consulting September 2011 - February 2014
Lazard Freres & Co. May 2010 - August 2010
Goldman Sachs March 2009 - May 2009
TFS Energy July 2008 - August 2008
Citigroup Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Due Diligence, Economics, Data Analysis, Financial Analysis, Investment Banking, Business Strategy, Valuation, Management Consulting, Forecasting, Venture Capital, Strategic Financial..., Start-ups, Innovation, Wearable Technology, Positive Psychology, Persuasive Technology, Nonprofits, Brain-computer..., Microsoft Excel, Social Network Analysis, Behavior Change, Cognitive Behavioral..., Market Research, Finance, Bloomberg, Financial Planning
Education
Northwestern University 2007 — 2011
BA, Economics, Business Institutions
Greenwich High School 2003 — 2007
Sebastian Apud's Lazard Freres & Co. Experience July 2008 - September 2010
Job MBA/MA Candidate at the Wharton School and Lauder Institute
Industry Venture Capital & Private Equity
Experience
Microfinance Club of NY (MFCNY) January 2012 - April 2015
Developing World Markets November 2010 - April 2015
Lazard Freres & Co. July 2008 - September 2010
U.S. House of Representatives 2005 - 2005
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
B.Sc. Economics, Business
Microfinance Club of NY (MFCNY) January 2012 - April 2015
Developing World Markets November 2010 - April 2015
Lazard Freres & Co. July 2008 - September 2010
U.S. House of Representatives 2005 - 2005
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
B.Sc. Economics, Business
Lila Lyman Lila Lyman's Lazard Freres & Co. Experience September 1999 - July 2004
Job Human Resources Intern at Clio | Recruiting | Benefits Administration | Onboarding | Employee Relations
Industry Human Resources
Experience
North Charles, Inc May 2007 - April 2012
State Street Corporation September 2005 - May 2007
Lazard Freres & Co. September 1999 - July 2004
Skills
Personnel Management, Human Resources, Employee Relations, Onboarding, Benefits Administration, Recruiting, Employee Benefits, Training
Education
Suffolk University 2009 — 2013
North Charles, Inc May 2007 - April 2012
State Street Corporation September 2005 - May 2007
Lazard Freres & Co. September 1999 - July 2004
Skills
Personnel Management, Human Resources, Employee Relations, Onboarding, Benefits Administration, Recruiting, Employee Benefits, Training
Education
Suffolk University 2009 — 2013
Phillip Klimke's Lazard Freres & Co. Experience June 2010 - August 2010
Job J.D. Candidate at Stanford Law School
Industry Management Consulting
Experience
Gibson, Dunn & Crutcher LLP June 2015 - August 2015
Santa Clara County, Office of the District Attorney June 2014 - August 2014
The Boston Consulting Group October 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
German Marshall Fund of the United States September 2009 - December 2009
Cooliris November 2008 - December 2009
Education
Stanford Law School 2013 — 2016
Doctor of Law (JD)
Stanford University 2007 — 2011
Bachelor of Science (B.S.) with Distinction, Management Science & Engineering
Stanford University 2007 — 2011
Bachelor of Arts (B.A.) with Honors and Distinction, Political Science
Georg-Herwegh-Oberschule 2000 — 2007
German Abitur
The Latin School of Chicago 2004 — 2005
Gibson, Dunn & Crutcher LLP June 2015 - August 2015
Santa Clara County, Office of the District Attorney June 2014 - August 2014
The Boston Consulting Group October 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
German Marshall Fund of the United States September 2009 - December 2009
Cooliris November 2008 - December 2009
Education
Stanford Law School 2013 — 2016
Doctor of Law (JD)
Stanford University 2007 — 2011
Bachelor of Science (B.S.) with Distinction, Management Science & Engineering
Stanford University 2007 — 2011
Bachelor of Arts (B.A.) with Honors and Distinction, Political Science
Georg-Herwegh-Oberschule 2000 — 2007
German Abitur
The Latin School of Chicago 2004 — 2005
Tammy Perez Tammy Perez's Lazard Freres & Co. Experience July 2003 - August 2012
Job Event Planner / Office Manager at Arena Energy
Industry Investment Banking
Experience
Arena Energy April 2014 - Present
Credit Suisse September 2012 - March 2014
Lazard Freres & Co. July 2003 - August 2012
Credit Suisse First Boston May 1999 - July 2004
American Ref-Fuel Company 1987 - 1992
American Ref-Fuel Company 1987 - 1992
Skills
Administrative..., Office Management, Investment Banking, Microsoft Excel, Outlook, Microsoft Office
Education
High School
San Jacinto College
Arena Energy April 2014 - Present
Credit Suisse September 2012 - March 2014
Lazard Freres & Co. July 2003 - August 2012
Credit Suisse First Boston May 1999 - July 2004
American Ref-Fuel Company 1987 - 1992
American Ref-Fuel Company 1987 - 1992
Skills
Administrative..., Office Management, Investment Banking, Microsoft Excel, Outlook, Microsoft Office
Education
High School
San Jacinto College
Curtis Butler Curtis Butler's Lazard Freres & Co. Experience June 1996 - February 1998
Job Managing Director and Client Portfolio Manager, Emerging Markets at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
Stephen Maitland-Lewis Stephen Maitland-Lewis's Lazard Freres & Co. Experience January 1981 - January 1987
Job Author
Industry Writing and Editing
Experience
SML November 1990 - Present
The Daily Journal January 2001 - December 2007
The Daily Journal 2000 - 2007
Villa Royale & Europa Restaurant January 1990 - January 1993
Basford & Davis January 1966 - January 1993
Salomon Brothers January 1987 - January 1989
Lazard Freres & Co. January 1981 - January 1987
International Financial Advisors, Kuwait January 1979 - January 1981
Singer & Friedlander January 1969 - January 1972
Clifford Chance January 1966 - January 1969
Education
The University of Sheffield 1968 — 1970
LL.M, Law
College of Law, London 1966 — 1967
Law Society Finals, Law
The University of Sheffield 1963 — 1966
LL.B, Law
Uppingham School 1958 — 1962
n/a, general
SML November 1990 - Present
The Daily Journal January 2001 - December 2007
The Daily Journal 2000 - 2007
Villa Royale & Europa Restaurant January 1990 - January 1993
Basford & Davis January 1966 - January 1993
Salomon Brothers January 1987 - January 1989
Lazard Freres & Co. January 1981 - January 1987
International Financial Advisors, Kuwait January 1979 - January 1981
Singer & Friedlander January 1969 - January 1972
Clifford Chance January 1966 - January 1969
Education
The University of Sheffield 1968 — 1970
LL.M, Law
College of Law, London 1966 — 1967
Law Society Finals, Law
The University of Sheffield 1963 — 1966
LL.B, Law
Uppingham School 1958 — 1962
n/a, general
Leigh Henderson Leigh Henderson's Lazard Freres & Co. Experience 1989 - 1994
Job Your Career Is My Business!
Industry Professional Training & Coaching
Experience
Leadership Training Room, LLC September 2000 - Present
Zicklin School of Business, Baruch College August 2008 - May 2012
Jarvie Commonweal Service 1999 - 2009
Computer Generated Solutions 2000 - 2003
Merrill Lynch 1997 - 2000
Anasazi Travel Resources 1994 - 1996
Lazard Freres & Co. 1989 - 1994
Skills
Coaching, Public Speaking, Small Business, Leadership Development, Executive Coaching, Leadership, Training, Strategy, Career Development, Management, Teaching, Management Consulting, Program Management, Team Building, Non-profits, Organizational..., Change Management, Personal Development, Nonprofits, Blogging, Workshop Facilitation, Marketing, Staff Development, Time Management, Human Resources, Interviews, Program Development, Organizational..., Career Counseling
Education
Boston State College (now part of University of Massachusetts)
MA
University of California, Berkeley 1967 — 1971
BA
Leadership Training Room, LLC September 2000 - Present
Zicklin School of Business, Baruch College August 2008 - May 2012
Jarvie Commonweal Service 1999 - 2009
Computer Generated Solutions 2000 - 2003
Merrill Lynch 1997 - 2000
Anasazi Travel Resources 1994 - 1996
Lazard Freres & Co. 1989 - 1994
Skills
Coaching, Public Speaking, Small Business, Leadership Development, Executive Coaching, Leadership, Training, Strategy, Career Development, Management, Teaching, Management Consulting, Program Management, Team Building, Non-profits, Organizational..., Change Management, Personal Development, Nonprofits, Blogging, Workshop Facilitation, Marketing, Staff Development, Time Management, Human Resources, Interviews, Program Development, Organizational..., Career Counseling
Education
Boston State College (now part of University of Massachusetts)
MA
University of California, Berkeley 1967 — 1971
BA
Jeannie Brooks's Lazard Freres & Co. Experience 1987 - 1988
Job Sales Executive at William Pitt Sotheby's International Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty 1998 - Present
Fortune Brands 1988 - 1995
Lazard Freres & Co. 1987 - 1988
Alex Brown & Sons, Inc. 1985 - 1987
Skills
Condos, Relocation, Investments, Sales, Banking, First Time Home Buyers, Buyer Representation, Listing Homes, Referrals, Negotiation, Communication, Single Family Homes, Short sales, Foreclosures, Residential Investment..., Due Dilligence, International Real..., FHA, Property Management, Short Sales, Leadership, Residential Homes, Finance
Education
Old Dominion University - College of Business and Public Administration 1983 — 1985
Bachelor of Science, Business Administration, Marketing, Cum Laude Honors
Rosemont College, Rosemont PA 1981 — 1983
Holy Child, Rye NY
William Pitt Sotheby's International Realty 1998 - Present
Fortune Brands 1988 - 1995
Lazard Freres & Co. 1987 - 1988
Alex Brown & Sons, Inc. 1985 - 1987
Skills
Condos, Relocation, Investments, Sales, Banking, First Time Home Buyers, Buyer Representation, Listing Homes, Referrals, Negotiation, Communication, Single Family Homes, Short sales, Foreclosures, Residential Investment..., Due Dilligence, International Real..., FHA, Property Management, Short Sales, Leadership, Residential Homes, Finance
Education
Old Dominion University - College of Business and Public Administration 1983 — 1985
Bachelor of Science, Business Administration, Marketing, Cum Laude Honors
Rosemont College, Rosemont PA 1981 — 1983
Holy Child, Rye NY
Felix Popescu's Lazard Freres & Co. Experience June 2009 - August 2011
Job Co Founder & CFO at CannMarket, President at FP Associates, Finance Professional
Industry Financial Services
Experience
CannMarket July 2015 - Present
FP Associates February 2014 - Present
CMF Management Company, LLC September 2013 - July 2015
ProCure July 2012 - August 2013
Jefferies & Company August 2011 - June 2012
Lazard Freres & Co. June 2009 - August 2011
General Electric May 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Equities, Valuation, Private Equity, Investments, Leveraged Finance, Venture Capital, Capital Markets, Mergers, Financial Analysis, Business Development, Finance, Corporate Law, M&A experience, Corporate Development, Management, Strategy, Start-ups, Investor Relations, Entrepreneurship, Leadership
Education
Michigan State University 2005 — 2009
B.A., Finance, Asian Studies
John Cabot University 2009 — 2009
Study Abroad, International Business
Farmington High School
CannMarket July 2015 - Present
FP Associates February 2014 - Present
CMF Management Company, LLC September 2013 - July 2015
ProCure July 2012 - August 2013
Jefferies & Company August 2011 - June 2012
Lazard Freres & Co. June 2009 - August 2011
General Electric May 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Equities, Valuation, Private Equity, Investments, Leveraged Finance, Venture Capital, Capital Markets, Mergers, Financial Analysis, Business Development, Finance, Corporate Law, M&A experience, Corporate Development, Management, Strategy, Start-ups, Investor Relations, Entrepreneurship, Leadership
Education
Michigan State University 2005 — 2009
B.A., Finance, Asian Studies
John Cabot University 2009 — 2009
Study Abroad, International Business
Farmington High School
Joseph Marks Joseph Marks's Lazard Freres & Co. Experience January 2006 - May 2006
Job Director, Events & Conferences at UBM plc
Industry Information Technology and Services
Experience
UBM plc July 2013 - Present
UBM Tech, a division of United Business Media June 2008 - Present
TechWeb, a division of United Businss Media 2008 - Present
TechWeb 2008 - 2009
Lazard January 2008 - June 2008
Ziff Davis Enterprise July 2007 - January 2008
Ziff Davis Media December 2006 - July 2007
Lazard Freres & Co. January 2006 - May 2006
Skills
Online Advertising, Email Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Marketing Communications, Digital Strategy, Events, Lead Generation, Event Planning, Marketing, Event Management, Corporate Events, Digital Media, Blogging
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
UBM plc July 2013 - Present
UBM Tech, a division of United Business Media June 2008 - Present
TechWeb, a division of United Businss Media 2008 - Present
TechWeb 2008 - 2009
Lazard January 2008 - June 2008
Ziff Davis Enterprise July 2007 - January 2008
Ziff Davis Media December 2006 - July 2007
Lazard Freres & Co. January 2006 - May 2006
Skills
Online Advertising, Email Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Marketing Communications, Digital Strategy, Events, Lead Generation, Event Planning, Marketing, Event Management, Corporate Events, Digital Media, Blogging
Education
Pace University - Lubin School of Business 2000 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
David J. Li's Lazard Freres & Co. Experience June 2012 - June 2014
Job Senior Venture Capital Analyst at Longitude Capital
Industry Investment Banking
Experience
Longitude Capital July 2014 - Present
Lazard Freres & Co. June 2012 - June 2014
Lazard Freres & Co. May 2011 - August 2011
Kohlberg Kravis Roberts & Co. May 2010 - August 2010
Open Water Capital, LLC October 2009 - May 2010
Bank of America Merrill Lynch June 2009 - August 2009
Riot Games December 2008 - January 2009
Education
University of California, Berkeley, Haas School of Business 2008 — 2012
B.S.
Longitude Capital July 2014 - Present
Lazard Freres & Co. June 2012 - June 2014
Lazard Freres & Co. May 2011 - August 2011
Kohlberg Kravis Roberts & Co. May 2010 - August 2010
Open Water Capital, LLC October 2009 - May 2010
Bank of America Merrill Lynch June 2009 - August 2009
Riot Games December 2008 - January 2009
Education
University of California, Berkeley, Haas School of Business 2008 — 2012
B.S.
John Balfe John Balfe's Lazard Freres & Co. Experience January 2000 - December 2004
Job Adjunct Fellow at Hudson Institute
Industry Defense & Space
Experience
Hudson Institute November 2011 - Present
Mangonel llc January 2005 - Present
Lazard Freres & Co. January 2000 - December 2004
UFG 1997 - 1998
Troika Dialog 1996 - 1997
Robert Fleming 1987 - 1995
Skills
economic national..., mergers and acquisitions, defense and aerospace, corporate valuation, china strategic analysis, Mergers & Acquisitions, Strategy, Investment Banking
Education
Princeton University 1982 — 1987
AM, Philosophy
University of California, Berkeley 1976 — 1981
AB, Philosophy
Hudson Institute November 2011 - Present
Mangonel llc January 2005 - Present
Lazard Freres & Co. January 2000 - December 2004
UFG 1997 - 1998
Troika Dialog 1996 - 1997
Robert Fleming 1987 - 1995
Skills
economic national..., mergers and acquisitions, defense and aerospace, corporate valuation, china strategic analysis, Mergers & Acquisitions, Strategy, Investment Banking
Education
Princeton University 1982 — 1987
AM, Philosophy
University of California, Berkeley 1976 — 1981
AB, Philosophy
Alex Lintott Alex Lintott's Lazard Freres & Co. Experience 2008 - 2010
Job Principal at Rivet Capital Partners
Industry Venture Capital & Private Equity
Experience
Rivet Capital Partners March 2015 - Present
Chevron September 2012 - March 2015
Chevron June 2011 - August 2011
Lazard Freres & Co. 2008 - 2010
Merrill Lynch 2007 - 2008
Deloitte 2005 - 2007
Skills
CPA, Strategy, Finance, Business Development, Competitive Analysis, Analytics, Energy, Entrepreneurship, Cross-functional Team..., Strategic Consulting, Business Analysis, Start-ups, Strategic Planning, Market Research, Analysis, Forecasting, Consulting, Financial Reporting, Market Analysis, Bloomberg, Organizational Design, Accounting, Marketing Strategy, Experimental Design
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, General Management and Finance
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2005
Professional Program in Accounting
Rivet Capital Partners March 2015 - Present
Chevron September 2012 - March 2015
Chevron June 2011 - August 2011
Lazard Freres & Co. 2008 - 2010
Merrill Lynch 2007 - 2008
Deloitte 2005 - 2007
Skills
CPA, Strategy, Finance, Business Development, Competitive Analysis, Analytics, Energy, Entrepreneurship, Cross-functional Team..., Strategic Consulting, Business Analysis, Start-ups, Strategic Planning, Market Research, Analysis, Forecasting, Consulting, Financial Reporting, Market Analysis, Bloomberg, Organizational Design, Accounting, Marketing Strategy, Experimental Design
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, General Management and Finance
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2005
Professional Program in Accounting
Mike Macakanja Mike Macakanja's Lazard Freres & Co. Experience April 2002 - July 2010
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
Stephen Keating Stephen Keating's Lazard Freres & Co. Experience November 2006 - July 2008
Job CoFounder and Principal at Penbridge Advisors, LLC
Industry Financial Services
Experience
Penbridge Advisors, LLC January 2013 - Present
CAMRADATA Analytical Services March 2011 - December 2012
P-Solve December 2008 - December 2012
Lazard Freres & Co. November 2006 - July 2008
Hewitt Associates January 2003 - September 2006
Skills
Financial Services, Risk Management, Equities, Strategy, Derivatives, Investments, Capital Markets, Insurance, Pensions, Hedge Funds, Asset Managment, Alternative Investments, Investment Strategies, Retirement, Corporate Finance, Asset Allocation, Asset Management
Education
Syracuse University 1991 — 1995
BS, Engineering
Penbridge Advisors, LLC January 2013 - Present
CAMRADATA Analytical Services March 2011 - December 2012
P-Solve December 2008 - December 2012
Lazard Freres & Co. November 2006 - July 2008
Hewitt Associates January 2003 - September 2006
Skills
Financial Services, Risk Management, Equities, Strategy, Derivatives, Investments, Capital Markets, Insurance, Pensions, Hedge Funds, Asset Managment, Alternative Investments, Investment Strategies, Retirement, Corporate Finance, Asset Allocation, Asset Management
Education
Syracuse University 1991 — 1995
BS, Engineering
Joe Shapiro Joe Shapiro's Lazard Freres & Co. Experience 2005 - 2005
Job Internet Video Entrepreneur
Industry Internet
Experience
Oncam January 2010 - Present
Shapiro Global Strategy Advisors May 2007 - May 2011
uShow January 2009 - May 2010
Lazard Freres & Co. 2005 - 2005
Nitron Advisors June 2004 - August 2004
Senator John McCain June 2002 - September 2002
Skills
Entrepreneur, Video, Business Strategy, Entrepreneurship, Digital Media, Start-ups, Strategy, Strategic Partnerships, Management, Consulting, Enterprise Software
Education
The Wharton School of Business - UPenn 2001 — 2005
B.S. in Economics
University of Pennsylvania 2001 — 2005
B.S.
Oncam January 2010 - Present
Shapiro Global Strategy Advisors May 2007 - May 2011
uShow January 2009 - May 2010
Lazard Freres & Co. 2005 - 2005
Nitron Advisors June 2004 - August 2004
Senator John McCain June 2002 - September 2002
Skills
Entrepreneur, Video, Business Strategy, Entrepreneurship, Digital Media, Start-ups, Strategy, Strategic Partnerships, Management, Consulting, Enterprise Software
Education
The Wharton School of Business - UPenn 2001 — 2005
B.S. in Economics
University of Pennsylvania 2001 — 2005
B.S.
Ilya Volchyok's Lazard Freres & Co. Experience July 1999 - May 2000
Job Vice President; Technology Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America September 2009 - Present
Merrill Lynch September 2000 - September 2009
Natixis June 2000 - September 2000
Lazard Freres & Co. July 1999 - May 2000
Oppenheimer Capital June 1996 - June 1999
Skills
ITIL, Fixed Income, Trading, Vendor Management, IT Management, Risk Management, Incident Management, PMO, Commodity, SDLC, Integration, Program Management, Disaster Recovery, IT Strategy, PMP, Banking, Information Security, Active Directory, Requirements Gathering, Governance, Information Technology, Management, Data Center, Business Analysis, Servers, Security, Trading Systems, Relationship Management, Project Portfolio..., Enterprise Architecture, Business Continuity, Project Management, Business Intelligence, Virtualization, Business Process..., Requirements Analysis, Visio, Project Delivery, Outsourcing, IT Operations, Analysis, Process Improvement, Software Project...
Education
Pace University 2002 — 2005
Master of Science (M.S.), Information Systems
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Bank of America Merrill Lynch June 2014 - Present
Bank of America September 2009 - Present
Merrill Lynch September 2000 - September 2009
Natixis June 2000 - September 2000
Lazard Freres & Co. July 1999 - May 2000
Oppenheimer Capital June 1996 - June 1999
Skills
ITIL, Fixed Income, Trading, Vendor Management, IT Management, Risk Management, Incident Management, PMO, Commodity, SDLC, Integration, Program Management, Disaster Recovery, IT Strategy, PMP, Banking, Information Security, Active Directory, Requirements Gathering, Governance, Information Technology, Management, Data Center, Business Analysis, Servers, Security, Trading Systems, Relationship Management, Project Portfolio..., Enterprise Architecture, Business Continuity, Project Management, Business Intelligence, Virtualization, Business Process..., Requirements Analysis, Visio, Project Delivery, Outsourcing, IT Operations, Analysis, Process Improvement, Software Project...
Education
Pace University 2002 — 2005
Master of Science (M.S.), Information Systems
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Andy Glowalla Andy Glowalla's Lazard Freres & Co. Experience 2004 - 2006
Job Senior Consultant at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2014 - Present
Kaiser Permanente June 2013 - August 2013
DaVita 2010 - 2012
GGL Global Gaming 2006 - 2010
Lazard Freres & Co. 2004 - 2006
Goldman Sachs June 2003 - September 2003
Skills
Financial Modeling, Strategic Planning, Venture Capital, Mergers, Corporate Finance, M&A experience, Investment Banking, Business Strategy, Valuation, Data Analysis, Corporate Development, Private Equity, Due Diligence, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, Product Management, Restructuring, Strategy, Competitive Analysis, Management Consulting, Analytics, Strategic Consulting, Process Improvement, Market Research, Start-ups
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Health Care Management
Pomona College 2000 — 2004
BA, Economics, Russian
Harvard-Westlake School 1994 — 2000
Kaiser Permanente July 2014 - Present
Kaiser Permanente June 2013 - August 2013
DaVita 2010 - 2012
GGL Global Gaming 2006 - 2010
Lazard Freres & Co. 2004 - 2006
Goldman Sachs June 2003 - September 2003
Skills
Financial Modeling, Strategic Planning, Venture Capital, Mergers, Corporate Finance, M&A experience, Investment Banking, Business Strategy, Valuation, Data Analysis, Corporate Development, Private Equity, Due Diligence, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, Product Management, Restructuring, Strategy, Competitive Analysis, Management Consulting, Analytics, Strategic Consulting, Process Improvement, Market Research, Start-ups
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Health Care Management
Pomona College 2000 — 2004
BA, Economics, Russian
Harvard-Westlake School 1994 — 2000
Matt Shafiezadeh's Lazard Freres & Co. Experience July 2007 - November 2008
Job Urban Genesis A Real Estate Investment Company
Industry Real Estate
Experience
Urban Genesis May 2013 - Present
The Lionstone Group April 2010 - February 2015
Highland Capital Management April 2009 - April 2010
Lazard Freres & Co. July 2007 - November 2008
Skills
Mergers, Restructuring, Acquisitions, Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Asset Managment, Financial Analysis, Investments, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Investment Banking, Real Estate Economics, Finance
Education
The University of Texas at Austin 2003 — 2007
Finance, Finance / Accouting
Urban Genesis May 2013 - Present
The Lionstone Group April 2010 - February 2015
Highland Capital Management April 2009 - April 2010
Lazard Freres & Co. July 2007 - November 2008
Skills
Mergers, Restructuring, Acquisitions, Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Asset Managment, Financial Analysis, Investments, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Portfolio Management, Investment Banking, Real Estate Economics, Finance
Education
The University of Texas at Austin 2003 — 2007
Finance, Finance / Accouting
Phil Nguyen Phil Nguyen's Lazard Freres & Co. Experience June 2010 - June 2012
Job Finance & Startup Person
Industry Internet
Experience
Vettery March 2015 - Present
The Daily Water Cooler July 2013 - Present
Oaktree Capital Management August 2012 - July 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Investments, Investment Banking, Mergers & Acquisitions, Strategy, Financial Modeling, Start-ups, Restructuring, Adobe Creative Suite, Ruby on Rails, Financial Analysis, Microsoft Excel, HTML, CSS, JavaScript, Mutual Funds, Securities, Finance, Trading, Fixed Income, Newsletters, Start-up Ventures, Equities, Valuation, Due Diligence, Microsoft Office, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance, Accountancy
Vettery March 2015 - Present
The Daily Water Cooler July 2013 - Present
Oaktree Capital Management August 2012 - July 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Investments, Investment Banking, Mergers & Acquisitions, Strategy, Financial Modeling, Start-ups, Restructuring, Adobe Creative Suite, Ruby on Rails, Financial Analysis, Microsoft Excel, HTML, CSS, JavaScript, Mutual Funds, Securities, Finance, Trading, Fixed Income, Newsletters, Start-up Ventures, Equities, Valuation, Due Diligence, Microsoft Office, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance, Accountancy
Elliott Cunningham Elliott Cunningham's Lazard Freres & Co. Experience August 2011 - Present
Job Resident Actor at Midtown Arts Center
Industry Financial Services
Experience
Midtown Arts Center April 2013 - Present
Lazard Freres & Co. August 2011 - Present
Actors Equity Association May 2009 - Present
STARR RESTAURANTS August 2011 - May 2012
Skills
Singing, Acting, Musical Theatre, Dance, Theatre, Performing Arts, Arts Administration
Education
Roosevelt University 2005 — 2009
BFA, Musical Theatre, 3.8
Midtown Arts Center April 2013 - Present
Lazard Freres & Co. August 2011 - Present
Actors Equity Association May 2009 - Present
STARR RESTAURANTS August 2011 - May 2012
Skills
Singing, Acting, Musical Theatre, Dance, Theatre, Performing Arts, Arts Administration
Education
Roosevelt University 2005 — 2009
BFA, Musical Theatre, 3.8
Michael Perretta Michael Perretta's Lazard Freres & Co. Experience June 2000 - March 2001
Job PreSales Solution Architect at IBM
Industry Telecommunications
Experience
IBM August 2012 - Present
Tangoe February 2011 - July 2012
Avotus Corporation September 2009 - September 2010
Avotus Corporation September 2005 - September 2009
Resolvit Resources August 2004 - September 2005
The Bennett Group April 2001 - August 2004
Lazard Freres & Co. June 2000 - March 2001
GETKO Group 1999 - 2000
Skills
Requirements Analysis, Dashboards, Business Acumen, Mentoring, Analysis, Dashboard, Dashboarding, Business Analysis, Telecommunications, Pre-sales, Process Improvement, Program Management, Vendor Management, CRM, Management, Leadership, Mobile Devices, Project Management, Professional Services, Wireless, Sales, SaaS, SDLC, Managed Services, Troubleshooting, Cloud Computing, Solution Selling, Service Delivery, Integration, Outsourcing, Unified Communications
Education
Manhattan College 1995 — 1999
Bachelor of Science, Business Management
IBM August 2012 - Present
Tangoe February 2011 - July 2012
Avotus Corporation September 2009 - September 2010
Avotus Corporation September 2005 - September 2009
Resolvit Resources August 2004 - September 2005
The Bennett Group April 2001 - August 2004
Lazard Freres & Co. June 2000 - March 2001
GETKO Group 1999 - 2000
Skills
Requirements Analysis, Dashboards, Business Acumen, Mentoring, Analysis, Dashboard, Dashboarding, Business Analysis, Telecommunications, Pre-sales, Process Improvement, Program Management, Vendor Management, CRM, Management, Leadership, Mobile Devices, Project Management, Professional Services, Wireless, Sales, SaaS, SDLC, Managed Services, Troubleshooting, Cloud Computing, Solution Selling, Service Delivery, Integration, Outsourcing, Unified Communications
Education
Manhattan College 1995 — 1999
Bachelor of Science, Business Management
David Silberstein David Silberstein's Lazard Freres & Co. Experience March 2010 - September 2011
Job Founder, Managing Principal at Anchor Light Partners
Industry Venture Capital & Private Equity
Experience
Anchor Light Partners July 2015 - Present
The Wharton School August 2013 - May 2015
Raptor Technologies, LLC 2014 - 2014
J.F. Lehman & Company September 2011 - August 2013
Lazard Freres & Co. March 2010 - September 2011
Goldman Sachs May 2008 - March 2010
Skills
Corporate Finance, Mergers & Acquisitions, Venture Capital, Investment Banking, Valuation, Financial Modeling, Private Equity, Hedge Funds, LBO, Due Diligence
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2004 — 2008
BS, Political Science - International Economics
Ramapo High School 2000 — 2004
Anchor Light Partners July 2015 - Present
The Wharton School August 2013 - May 2015
Raptor Technologies, LLC 2014 - 2014
J.F. Lehman & Company September 2011 - August 2013
Lazard Freres & Co. March 2010 - September 2011
Goldman Sachs May 2008 - March 2010
Skills
Corporate Finance, Mergers & Acquisitions, Venture Capital, Investment Banking, Valuation, Financial Modeling, Private Equity, Hedge Funds, LBO, Due Diligence
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2004 — 2008
BS, Political Science - International Economics
Ramapo High School 2000 — 2004
Ray Sturm Ray Sturm's Lazard Freres & Co. Experience October 2008 - March 2010
Job CoFounder and CEO at AlphaFlow
Industry Information Technology and Services
Experience
AlphaFlow April 2015 - Present
Bucket List Sabbatical January 2015 - March 2015
RealtyShares September 2013 - December 2014
SmartDrive Systems March 2012 - August 2013
CCMP Capital Advisors June 2010 - June 2011
Lazard Freres & Co. October 2008 - March 2010
Bear Stearns July 2007 - July 2008
Shearman & Sterling June 2005 - August 2005
Skills
Private Equity, Investments, Strategic Partnerships, Finance, Restructuring, Due Diligence, Portfolio Management, New Business Development, Management, Mergers & Acquisitions, Start-ups, Financial Modeling, Corporate Development, Valuation, Sales, Venture Capital, Strategy, Commercial Real Estate, Crowdfunding
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago Law School 2003 — 2007
JD
University of Notre Dame 1999 — 2003
AlphaFlow April 2015 - Present
Bucket List Sabbatical January 2015 - March 2015
RealtyShares September 2013 - December 2014
SmartDrive Systems March 2012 - August 2013
CCMP Capital Advisors June 2010 - June 2011
Lazard Freres & Co. October 2008 - March 2010
Bear Stearns July 2007 - July 2008
Shearman & Sterling June 2005 - August 2005
Skills
Private Equity, Investments, Strategic Partnerships, Finance, Restructuring, Due Diligence, Portfolio Management, New Business Development, Management, Mergers & Acquisitions, Start-ups, Financial Modeling, Corporate Development, Valuation, Sales, Venture Capital, Strategy, Commercial Real Estate, Crowdfunding
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago Law School 2003 — 2007
JD
University of Notre Dame 1999 — 2003
Jay Ackerman Jay Ackerman's Lazard Freres & Co. Experience January 1994 - April 1999
Job Jay Ackerman Photography
Industry Photography
Experience
Jay Ackerman Photography January 1999 - Present
Lazard Freres & Co. January 1994 - April 1999
Skills
Weddings, Lifestyle, Portrait Photography, Event Photography, Fashion Photography, Marketing, Beauty, Pet Portraits, Producing, Beauty Industry
Education
NYU Stern School of Business 1983 — 1985
MBA, Finance & Marketing
University of California, Berkeley 1976 — 1980
BA, Fine Arts
Jay Ackerman Photography January 1999 - Present
Lazard Freres & Co. January 1994 - April 1999
Skills
Weddings, Lifestyle, Portrait Photography, Event Photography, Fashion Photography, Marketing, Beauty, Pet Portraits, Producing, Beauty Industry
Education
NYU Stern School of Business 1983 — 1985
MBA, Finance & Marketing
University of California, Berkeley 1976 — 1980
BA, Fine Arts
Dilraj Bhadare's Lazard Freres & Co. Experience June 2011 - June 2013
Job Associate at True Wind Capital
Industry Venture Capital & Private Equity
Experience
True Wind Capital, L.P. 2015 - Present
Netflix June 2013 - December 2014
Lazard Freres & Co. June 2011 - June 2013
Azure Capital Partners June 2009 - September 2009
Skills
Valuation, LBO, Investment Banking, Financial Modeling, Equity Research, Bloomberg, Equities, Capital IQ, DCF, Capital Markets, Corporate Finance, Equity Valuation, Fixed Income, Financial Analysis, M&A experience, Mergers & Acquisitions, Investments, Venture Capital, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Cardinal Newman 2004 — 2007
True Wind Capital, L.P. 2015 - Present
Netflix June 2013 - December 2014
Lazard Freres & Co. June 2011 - June 2013
Azure Capital Partners June 2009 - September 2009
Skills
Valuation, LBO, Investment Banking, Financial Modeling, Equity Research, Bloomberg, Equities, Capital IQ, DCF, Capital Markets, Corporate Finance, Equity Valuation, Fixed Income, Financial Analysis, M&A experience, Mergers & Acquisitions, Investments, Venture Capital, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Cardinal Newman 2004 — 2007
Lysle Witter Lysle Witter's Lazard Freres & Co. Experience May 2011 - June 2013
Job Energy Private Equity at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group October 2014 - Present
Lime Rock Partners July 2013 - October 2014
Lazard Freres & Co. May 2011 - June 2013
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
The Hill School 2003 — 2007
The Blackstone Group October 2014 - Present
Lime Rock Partners July 2013 - October 2014
Lazard Freres & Co. May 2011 - June 2013
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
The Hill School 2003 — 2007
Angela McDermott's Lazard Freres & Co. Experience September 1999 - May 2004
Job Director, HR Consulting at OperationsInc
Industry Human Resources
Experience
OperationsInc July 2014 - Present
OperationsInc May 2012 - Present
OperationsInc February 2007 - May 2012
NASDAQ May 2004 - January 2007
Lazard Freres & Co. September 1999 - May 2004
Skills
Benefits Administration, Leadership, Employee Relations, Human Resources, Operations Management, Payroll, Talent Management, Performance Management, Employee Benefits, Leadership Development, Recruiting, Employee Engagement, Onboarding, Personnel Management
Education
University of Massachusetts, Amherst
OperationsInc July 2014 - Present
OperationsInc May 2012 - Present
OperationsInc February 2007 - May 2012
NASDAQ May 2004 - January 2007
Lazard Freres & Co. September 1999 - May 2004
Skills
Benefits Administration, Leadership, Employee Relations, Human Resources, Operations Management, Payroll, Talent Management, Performance Management, Employee Benefits, Leadership Development, Recruiting, Employee Engagement, Onboarding, Personnel Management
Education
University of Massachusetts, Amherst
Stephens Johnson Stephens Johnson's Lazard Freres & Co. Experience June 2010 - July 2012
Job Director, Investor Relations at Tenex Capital Management
Industry Financial Services
Experience
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Igor Kertzman Igor Kertzman's Lazard Freres & Co. Experience 2007 - 2009
Job Hedge Fund Analyst at P. Schoenfeld Asset Management (PSAM)
Industry Financial Services
Experience
P. Schoenfeld Asset Management (PSAM) 2011 - Present
Obrem Capital 2009 - March 2011
Lazard Freres & Co. 2007 - 2009
Skills
Due Diligence, Financial Modeling, Investment Banking, Investments, Mergers, Portfolio Management, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance
University of Pennsylvania
P. Schoenfeld Asset Management (PSAM) 2011 - Present
Obrem Capital 2009 - March 2011
Lazard Freres & Co. 2007 - 2009
Skills
Due Diligence, Financial Modeling, Investment Banking, Investments, Mergers, Portfolio Management, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance
University of Pennsylvania
David Sinsky's Lazard Freres & Co. Experience July 2008 - October 2009
Job Product Manager, Monetization at Foursquare
Industry Internet
Experience
foursquare January 2014 - Present
ZenCap February 2013 - January 2014
Yipit May 2011 - February 2013
Mill Road Capital November 2009 - April 2011
Lazard Freres & Co. July 2008 - October 2009
Skills
Product Management, Start-ups, Entrepreneurship, User Experience, Financial Modeling, Python, Data Analysis, Market Research, JavaScript, Web Development, User Interface Design, SQL, Project Management, Restructuring
Education
Stanford University 2004 — 2008
BA, Economics
foursquare January 2014 - Present
ZenCap February 2013 - January 2014
Yipit May 2011 - February 2013
Mill Road Capital November 2009 - April 2011
Lazard Freres & Co. July 2008 - October 2009
Skills
Product Management, Start-ups, Entrepreneurship, User Experience, Financial Modeling, Python, Data Analysis, Market Research, JavaScript, Web Development, User Interface Design, SQL, Project Management, Restructuring
Education
Stanford University 2004 — 2008
BA, Economics
Timothy DeGrange Timothy DeGrange's Lazard Freres & Co. Experience June 2011 - June 2013
Job Associate Director at Temasek
Industry Venture Capital & Private Equity
Experience
Temasek May 2014 - Present
Battery Ventures August 2013 - May 2014
Lazard Freres & Co. June 2011 - June 2013
KKR September 2010 - December 2010
Wells Fargo Securities June 2010 - August 2010
Berkeley Ventures June 2009 - August 2009
Skills
Capital IQ, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Economics, Bloomberg, M&A experience, Mergers & Acquisitions, Equity Research, Venture Capital, Corporate Finance, Private Equity, Capital Markets
Education
University of California, Berkeley 2007 — 2011
B.A., Economics, Statistics
Leigh High School 2003 — 2007
Temasek May 2014 - Present
Battery Ventures August 2013 - May 2014
Lazard Freres & Co. June 2011 - June 2013
KKR September 2010 - December 2010
Wells Fargo Securities June 2010 - August 2010
Berkeley Ventures June 2009 - August 2009
Skills
Capital IQ, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Economics, Bloomberg, M&A experience, Mergers & Acquisitions, Equity Research, Venture Capital, Corporate Finance, Private Equity, Capital Markets
Education
University of California, Berkeley 2007 — 2011
B.A., Economics, Statistics
Leigh High School 2003 — 2007
Aravanan Metupalle Aravanan Metupalle's Lazard Freres & Co. Experience 2001 - 2003
Job Portfolio Manager at GIC
Industry Investment Management
Experience
GIC Asset Management October 2011 - Present
WRA Investments LLC August 2005 - September 2011
Lazard Freres & Co. 2001 - 2003
Lazard Freres & Co. 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of Pennsylvania 1996 — 1999
Raffles Institution 1988 — 1993
GIC Asset Management October 2011 - Present
WRA Investments LLC August 2005 - September 2011
Lazard Freres & Co. 2001 - 2003
Lazard Freres & Co. 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of Pennsylvania 1996 — 1999
Raffles Institution 1988 — 1993
JoAnn Hanson JoAnn Hanson's Lazard Freres & Co. Experience 1985 - 1990
Job Principal at Avanti Real Estate Corporation
Industry Real Estate
Experience
Avanti Real Estate Corporation 1990 - Present
Lazard Freres & Co. 1985 - 1990
J.P. Morgan 1978 - 1985
Skills
Real Estate, Acquisitions, Asset Management, Real Estate Economics, Real Estate Development, Leases, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Private..., Due Diligence, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School
MBA, Real Estate Finance
Yale University
BA, Political Science/Urban Planning
Avanti Real Estate Corporation 1990 - Present
Lazard Freres & Co. 1985 - 1990
J.P. Morgan 1978 - 1985
Skills
Real Estate, Acquisitions, Asset Management, Real Estate Economics, Real Estate Development, Leases, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Private..., Due Diligence, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School
MBA, Real Estate Finance
Yale University
BA, Political Science/Urban Planning
Tracy Schwartz Tracy Schwartz's Lazard Freres & Co. Experience February 1998 - March 1999
Job Former: Director, Digital Communications Group at Sard Verbinnen & Co
Industry Public Relations and Communications
Experience
111 Central Park North Condominium Association May 2013 - Present
BoardAssist June 2010 - Present
111 Central Park North Condominium Association 2010 - 2013
Sard Verbinnen & Co August 2008 - February 2012
Sard Verbinnen & Co March 2005 - August 2008
Sard Verbinnen & Co July 2003 - March 2005
Sard Verbinnen & Co June 2000 - July 2003
Sard Verbinnen & Co August 1999 - June 2000
Lazard Freres & Co. February 1998 - March 1999
Skills
Public Relations, Digital Strategy, Digital Media, Crisis Communications, Corporate Positioning, Web Project Management, Corporate Branding, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Crisis Management, Social Media, Message Development, Web Analytics, Corporate Events, Event Management, SEO, Internal & External...
Education
University of Pennsylvania 1993 — 1997
B.A., International Relations, Economics
Ranney School 1986 — 1993
111 Central Park North Condominium Association May 2013 - Present
BoardAssist June 2010 - Present
111 Central Park North Condominium Association 2010 - 2013
Sard Verbinnen & Co August 2008 - February 2012
Sard Verbinnen & Co March 2005 - August 2008
Sard Verbinnen & Co July 2003 - March 2005
Sard Verbinnen & Co June 2000 - July 2003
Sard Verbinnen & Co August 1999 - June 2000
Lazard Freres & Co. February 1998 - March 1999
Skills
Public Relations, Digital Strategy, Digital Media, Crisis Communications, Corporate Positioning, Web Project Management, Corporate Branding, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Crisis Management, Social Media, Message Development, Web Analytics, Corporate Events, Event Management, SEO, Internal & External...
Education
University of Pennsylvania 1993 — 1997
B.A., International Relations, Economics
Ranney School 1986 — 1993
Matthew Warren's Lazard Freres & Co. Experience May 2010 - July 2012
Job MBA Candidate, Class of 2016 at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business September 2014 - Present
Flexpoint Ford, LLC June 2015 - August 2015
Thoma Bravo August 2012 - August 2014
Lazard Freres & Co. May 2010 - July 2012
Duff & Phelps July 2009 - May 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
University of Chicago Booth School of Business September 2014 - Present
Flexpoint Ford, LLC June 2015 - August 2015
Thoma Bravo August 2012 - August 2014
Lazard Freres & Co. May 2010 - July 2012
Duff & Phelps July 2009 - May 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Alan Ni Alan Ni's Lazard Freres & Co. Experience March 2010 - August 2010
Job Associate at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners July 2013 - Present
J.P. Morgan June 2011 - July 2013
Lazard Freres & Co. March 2010 - August 2010
Associated Students of the University of California, Berkeley September 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Bloomberg, Phi Beta Kappa
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS & BA, Business Administration and Economics
Francisco Partners July 2013 - Present
J.P. Morgan June 2011 - July 2013
Lazard Freres & Co. March 2010 - August 2010
Associated Students of the University of California, Berkeley September 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Bloomberg, Phi Beta Kappa
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS & BA, Business Administration and Economics
Bonnie Ho Bonnie Ho's Lazard Freres & Co. Experience December 2010 - May 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Lazard Freres & Co. December 2010 - May 2011
FMV Opinions, Inc. July 2010 - October 2010
McKinley Partners February 2010 - May 2010
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
King George V School 2001 — 2008
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Lazard Freres & Co. December 2010 - May 2011
FMV Opinions, Inc. July 2010 - October 2010
McKinley Partners February 2010 - May 2010
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
King George V School 2001 — 2008
Sean Sang Sub Lee Sean Sang Sub Lee's Lazard Freres & Co. Experience June 2010 - August 2010
Job Private Equity Associate at GIC Private Equity & Infrastructure
Industry Venture Capital & Private Equity
Experience
GIC Private Equity & Infrastructure July 2014 - Present
Evercore July 2013 - July 2014
Evercore June 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
The Mayor's Office of Housing & Economic Development, City of Los Angeles June 2008 - August 2008
WEBZEN Inc. June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Bloomberg, Private Equity, Corporate Finance, LBO, DCF, Equity Research, M&A experience, Financial Analysis, Venture Capital, Due Diligence, Mergers, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Business Valuation, Corporate Development, Hedge Funds, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS and BA, Business Administration and Economics
The University of Hong Kong 2010 — 2011
BBA, Exchange Program - Faculty of Business and Economics
Northwood High School 2004 — 2007
GIC Private Equity & Infrastructure July 2014 - Present
Evercore July 2013 - July 2014
Evercore June 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
The Mayor's Office of Housing & Economic Development, City of Los Angeles June 2008 - August 2008
WEBZEN Inc. June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Bloomberg, Private Equity, Corporate Finance, LBO, DCF, Equity Research, M&A experience, Financial Analysis, Venture Capital, Due Diligence, Mergers, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Business Valuation, Corporate Development, Hedge Funds, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS and BA, Business Administration and Economics
The University of Hong Kong 2010 — 2011
BBA, Exchange Program - Faculty of Business and Economics
Northwood High School 2004 — 2007
Adam Wueger's Lazard Freres & Co. Experience January 2011 - August 2012
Job Associate at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Principal Strategies September 2012 - Present
Lazard Freres & Co. January 2011 - August 2012
Tufts University August 2006 - January 2011
FBR June 2010 - August 2010
Mazzone & Associates February 2010 - May 2010
ING Investment Management June 2009 - August 2009
Education
Tufts University 2006 — 2010
BA, Economics
The Westminster Schools 1999 — 2006
High School Diploma
Highbridge Principal Strategies September 2012 - Present
Lazard Freres & Co. January 2011 - August 2012
Tufts University August 2006 - January 2011
FBR June 2010 - August 2010
Mazzone & Associates February 2010 - May 2010
ING Investment Management June 2009 - August 2009
Education
Tufts University 2006 — 2010
BA, Economics
The Westminster Schools 1999 — 2006
High School Diploma
Edward Wyckoff Williams Edward Wyckoff Williams's Lazard Freres & Co. Experience 2005 - 2006
Job Television Producer, Correspondent and Writer
Industry Broadcast Media
Experience
PBS NewsHour, Al Jazeera, CNN, ARISE, BET/Centric & VIACOM July 2013 - Present
THE WASHINGTON POST COMPANY, The Root & Slate April 2011 - August 2015
MSNBC February 2010 - July 2013
Landsbanki 2007 - 2009
Lazard Freres & Co. 2005 - 2006
Accenture 2004 - 2005
Skills
Analysis, Management, Strategic Planning, Social Media, Project Management, Economics, Entrepreneurship, Marketing Strategy, Public Relations, Mergers, Due Diligence, Broadcast Television, Broadcast Journalism, Television, Television News...
Education
University of Oxford 2001 — 2003
M.Phil
The George Washington University Law School 1998 — 2001
Juris Doctor (J.D.)
Yale University 1994 — 1998
BA
PBS NewsHour, Al Jazeera, CNN, ARISE, BET/Centric & VIACOM July 2013 - Present
THE WASHINGTON POST COMPANY, The Root & Slate April 2011 - August 2015
MSNBC February 2010 - July 2013
Landsbanki 2007 - 2009
Lazard Freres & Co. 2005 - 2006
Accenture 2004 - 2005
Skills
Analysis, Management, Strategic Planning, Social Media, Project Management, Economics, Entrepreneurship, Marketing Strategy, Public Relations, Mergers, Due Diligence, Broadcast Television, Broadcast Journalism, Television, Television News...
Education
University of Oxford 2001 — 2003
M.Phil
The George Washington University Law School 1998 — 2001
Juris Doctor (J.D.)
Yale University 1994 — 1998
BA
Larry Kohn Larry Kohn's Lazard Freres & Co. Experience May 1996 - December 1999
Job Founding Partner Argo Infrastructure Partners
Industry Investment Management
Experience
Argo Infrastructure Partners January 2014 - Present
Magnetar Capital June 2013 - December 2013
Magnetar Capital June 2011 - June 2013
J.P. Morgan February 2005 - June 2011
Lazard Freres & Co. May 1996 - December 1999
Goldman Sachs May 1986 - May 1996
SBC Communications Ltd January 1975 - April 1986
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Private Equity
Education
University of Missouri-Columbia 1971 — 1974
BS, Business - Public Administration, Econ
Argo Infrastructure Partners January 2014 - Present
Magnetar Capital June 2013 - December 2013
Magnetar Capital June 2011 - June 2013
J.P. Morgan February 2005 - June 2011
Lazard Freres & Co. May 1996 - December 1999
Goldman Sachs May 1986 - May 1996
SBC Communications Ltd January 1975 - April 1986
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Private Equity
Education
University of Missouri-Columbia 1971 — 1974
BS, Business - Public Administration, Econ
Edward Boyhan Edward Boyhan's Lazard Freres & Co. Experience 1995 - 1997
Job President at The Digital Iceworks
Industry Internet
Experience
The Digital Iceworks October 1988 - Present
Microsoft Corporation October 2000 - October 2002
University System of NH September 1993 - January 2001
Lazard Freres & Co. 1995 - 1997
Lazard Freres & Co. 1995 - 1997
Salomon Brothers 1982 - 1988
Securities Industry Automation Corporation July 1972 - October 1982
New York University December 1967 - June 1972
Skills
Systems programming, Microsoft Office, Web design, Network Engineering, System administration, Strategic Planning, Technical Trainer, SharePoint, HTML, Business Analysis, Software Development, Systems Programming, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1988
MBA*, Economics, Finance
New York University 1967 — 1970
MS, Operations Research, Computer Science
Occidental College 1963 — 1967
BA, Psychology, Economics
Institut auf dem Rosenberg 1960 — 1964
6 "O" Levels; 3 "A" Levels
Institute auf dem rosenberg 1960 — 1963
The Digital Iceworks October 1988 - Present
Microsoft Corporation October 2000 - October 2002
University System of NH September 1993 - January 2001
Lazard Freres & Co. 1995 - 1997
Lazard Freres & Co. 1995 - 1997
Salomon Brothers 1982 - 1988
Securities Industry Automation Corporation July 1972 - October 1982
New York University December 1967 - June 1972
Skills
Systems programming, Microsoft Office, Web design, Network Engineering, System administration, Strategic Planning, Technical Trainer, SharePoint, HTML, Business Analysis, Software Development, Systems Programming, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1988
MBA*, Economics, Finance
New York University 1967 — 1970
MS, Operations Research, Computer Science
Occidental College 1963 — 1967
BA, Psychology, Economics
Institut auf dem Rosenberg 1960 — 1964
6 "O" Levels; 3 "A" Levels
Institute auf dem rosenberg 1960 — 1963
Mark Etchin's Lazard Freres & Co. Experience 2008 - 2009
Job Investment Team at Pantheon Ventures
Industry Investment Management
Experience
Pantheon Ventures 2015 - Present
Vopne Capital 2013 - 2014
Century Park Capital Partners 2011 - 2013
Various 2009 - 2011
Lazard Freres & Co. 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Business Strategy, Mergers, Business Development, Entrepreneurship, Acquisition Analysis, Financial Modeling, Financial Analysis, M&A due diligence, Operational Due..., LBO, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Markets, Valuation, Business Valuation, Investment Banking, Divestitures, Finance, Private Equity, Investments, Venture Capital
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
University of California, Berkeley, Haas School of Business
BS, Business Administration
Pantheon Ventures 2015 - Present
Vopne Capital 2013 - 2014
Century Park Capital Partners 2011 - 2013
Various 2009 - 2011
Lazard Freres & Co. 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Business Strategy, Mergers, Business Development, Entrepreneurship, Acquisition Analysis, Financial Modeling, Financial Analysis, M&A due diligence, Operational Due..., LBO, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Markets, Valuation, Business Valuation, Investment Banking, Divestitures, Finance, Private Equity, Investments, Venture Capital
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
University of California, Berkeley, Haas School of Business
BS, Business Administration
Joe Nuzzolo's Lazard Freres & Co. Experience 2009 - 2013
Job Managing Director
Industry Investment Banking
Experience
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
Emily Hsi's Lazard Freres & Co. Experience 2009 - 2011
Job Associate at Seven Post Investment Office LP
Industry Investment Management
Experience
Seven Post Investment Office LP July 2012 - Present
Facebook 2011 - 2011
Lazard Freres & Co. 2009 - 2011
Cowen and Company June 2008 - August 2008
Helms Lab: Craniofacial Development, Plastic and Reconstructive Surgery June 2006 - August 2006
Education
Stanford University 2005 — 2009
BA, Economics (Former Pre-Med)
The Harker School 2001 — 2005
High School Diploma
Seven Post Investment Office LP July 2012 - Present
Facebook 2011 - 2011
Lazard Freres & Co. 2009 - 2011
Cowen and Company June 2008 - August 2008
Helms Lab: Craniofacial Development, Plastic and Reconstructive Surgery June 2006 - August 2006
Education
Stanford University 2005 — 2009
BA, Economics (Former Pre-Med)
The Harker School 2001 — 2005
High School Diploma
Micah Friedland's Lazard Freres & Co. Experience May 2009 - September 2010
Job CoFounder at Success! Life and Financial Consultants
Industry Venture Capital & Private Equity
Experience
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Bill Cohen's Lazard Freres & Co. Experience 1992 - 1995
Job Technical Program Delivery at PNC
Industry Information Technology and Services
Experience
Genesis 10 August 2015 - Present
Bank of America June 2004 - June 2015
TIAA-CREF 1995 - 2004
Lazard Freres & Co. 1992 - 1995
Liz Claiborne 1990 - 1992
Skills
Vendor Management, Project Portfolio..., SDLC, IT Strategy, Technical Service..., PMO, Disaster Recovery, IT Management, Process Improvement, Program Management, Business Analysis, ITIL, Software Project..., Change Management, PMP, Project Management, Data Center, Enterprise Architecture, Integration, Risk Management, Leadership, Security, Six Sigma, IT Operations, Management, Outsourcing, Project Planning, Requirements Analysis, Service Delivery, Strategy, Business Process..., Infrastructure, Visio, Banking, Business Process, Business Intelligence, Information Technology, Business Requirements, Consulting, Cross-functional Team..., Strategic Planning, Team Leadership
Education
New York University 1989 — 1992
Computer Science, GPA 3.8
Stevenson HS 1975 — 1978
Genesis 10 August 2015 - Present
Bank of America June 2004 - June 2015
TIAA-CREF 1995 - 2004
Lazard Freres & Co. 1992 - 1995
Liz Claiborne 1990 - 1992
Skills
Vendor Management, Project Portfolio..., SDLC, IT Strategy, Technical Service..., PMO, Disaster Recovery, IT Management, Process Improvement, Program Management, Business Analysis, ITIL, Software Project..., Change Management, PMP, Project Management, Data Center, Enterprise Architecture, Integration, Risk Management, Leadership, Security, Six Sigma, IT Operations, Management, Outsourcing, Project Planning, Requirements Analysis, Service Delivery, Strategy, Business Process..., Infrastructure, Visio, Banking, Business Process, Business Intelligence, Information Technology, Business Requirements, Consulting, Cross-functional Team..., Strategic Planning, Team Leadership
Education
New York University 1989 — 1992
Computer Science, GPA 3.8
Stevenson HS 1975 — 1978
Nadya Frukter's Lazard Freres & Co. Experience 1995 - 1996
Job CFO at Squarepoint Capital
Industry Investment Management
Experience
Squarepoint Group September 2014 - Present
Hudson Bay Capital Management LP June 2005 - July 2014
Refco Alternative Investments LLC 2004 - 2005
Citco Fund Services 2002 - 2004
Deloitte & Touche 1996 - 2002
Lazard Freres & Co. 1995 - 1996
Skills
Cash Management, Operational Due..., Hedge Funds, Private Equity, Tax, Portfolio Management, Fixed Income, Due Diligence, Auditing, Bloomberg, Asset Management, Investments, Equities, CPA, Financial Modeling, Alternative Investments
Education
Columbia Business School Executive Education 2010 — 2010
Business
Pace University - Lubin School of Business
BBA, Public Accounting
Pace University - Lubin School of Business
MBA, Finance
Squarepoint Group September 2014 - Present
Hudson Bay Capital Management LP June 2005 - July 2014
Refco Alternative Investments LLC 2004 - 2005
Citco Fund Services 2002 - 2004
Deloitte & Touche 1996 - 2002
Lazard Freres & Co. 1995 - 1996
Skills
Cash Management, Operational Due..., Hedge Funds, Private Equity, Tax, Portfolio Management, Fixed Income, Due Diligence, Auditing, Bloomberg, Asset Management, Investments, Equities, CPA, Financial Modeling, Alternative Investments
Education
Columbia Business School Executive Education 2010 — 2010
Business
Pace University - Lubin School of Business
BBA, Public Accounting
Pace University - Lubin School of Business
MBA, Finance
Vanessa Valinoti's Lazard Freres & Co. Experience April 2010 - Present
Job Vice President at Lazard Freres & Co.
Industry Accounting
Experience
Lazard Freres & Co. April 2010 - Present
UBS Financial Services, Inc. August 2007 - July 2010
NRG Energy, Inc. December 2005 - July 2007
Tyco November 2004 - September 2005
Hanson Bldg Materials America August 2000 - September 2004
AT&T 1996 - 2000
Deloitte & Touche LLP December 1987 - March 1996
Skills
Corporate Finance, Tax, Sarbanes-Oxley Act, Financial Analysis, Accounting, Management, Financial Reporting, Mergers & Acquisitions, Corporate Tax, Due Diligence, Tax Accounting, Financial Modeling, International Tax, US GAAP
Education
Pace University - Lubin School of Business 1986 — 1990
BBA
Lazard Freres & Co. April 2010 - Present
UBS Financial Services, Inc. August 2007 - July 2010
NRG Energy, Inc. December 2005 - July 2007
Tyco November 2004 - September 2005
Hanson Bldg Materials America August 2000 - September 2004
AT&T 1996 - 2000
Deloitte & Touche LLP December 1987 - March 1996
Skills
Corporate Finance, Tax, Sarbanes-Oxley Act, Financial Analysis, Accounting, Management, Financial Reporting, Mergers & Acquisitions, Corporate Tax, Due Diligence, Tax Accounting, Financial Modeling, International Tax, US GAAP
Education
Pace University - Lubin School of Business 1986 — 1990
BBA
Doug Keller's Lazard Freres & Co. Experience June 2007 - August 2007
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey AssociateLazardAugust 2008 - October 2010
Lazard Freres & Co. June 2007 - August 2007
ABN AMRO January 2006 - August 2006
Ernst & Young February 2003 - December 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Marketing, Strategic Management, Finance and Accounting
The Australian National University 2000 — 2004
B.Comm (nons), LLB (hons), Corporate Finance and Corporate Law
Houlihan Lokey AssociateLazardAugust 2008 - October 2010
Lazard Freres & Co. June 2007 - August 2007
ABN AMRO January 2006 - August 2006
Ernst & Young February 2003 - December 2005
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Marketing, Strategic Management, Finance and Accounting
The Australian National University 2000 — 2004
B.Comm (nons), LLB (hons), Corporate Finance and Corporate Law
Ethan Leibowitz's Lazard Freres & Co. Experience June 2004 - July 2004
Job Managing Director at JEN Partners
Industry Venture Capital & Private Equity
Experience
JEN Partners 2012 - Present
JEN Partners November 2010 - 2012
JEN Partners May 2007 - November 2010
The Boston Consulting Group 2005 - 2007
Lazard Freres & Co. June 2004 - July 2004
Education
Princeton University
BSE, Electrical Engineering
JEN Partners 2012 - Present
JEN Partners November 2010 - 2012
JEN Partners May 2007 - November 2010
The Boston Consulting Group 2005 - 2007
Lazard Freres & Co. June 2004 - July 2004
Education
Princeton University
BSE, Electrical Engineering
Christopher Courbier's Lazard Freres & Co. Experience October 2009 - Present
Job Investment Banking Analyst at Lazard Freres & Co.
Industry Banking
Experience
Lazard Freres & Co. October 2009 - Present
Merrill Lynch July 2008 - March 2009
Education
University of Michigan 2001 — 2005
Lazard Freres & Co. October 2009 - Present
Merrill Lynch July 2008 - March 2009
Education
University of Michigan 2001 — 2005
Padma C's Lazard Freres & Co. Experience December 2006 - Present
Job Documentum Consultant at Lightage Technology Inc
Industry Information Technology and Services
Experience
Lazard Freres & Co. December 2006 - Present
JPMorgan Chase 2003 - 2004
Education
Sri Venkateswara University 1993 — 1997
B Tech, Mechanical Engineering
Lazard Freres & Co. December 2006 - Present
JPMorgan Chase 2003 - 2004
Education
Sri Venkateswara University 1993 — 1997
B Tech, Mechanical Engineering
Mike August's Lazard Freres & Co. Experience 1984 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lazard Freres & Co. 1984 - 2002
Wertheim Schroder & Co. 1974 - 1984
Skills
Financial Analysis, Strategic Financial...
Education
Pace University 1962 — 1965
BBA, Accounting, Business
Lazard Freres & Co. 1984 - 2002
Wertheim Schroder & Co. 1974 - 1984
Skills
Financial Analysis, Strategic Financial...
Education
Pace University 1962 — 1965
BBA, Accounting, Business
Eric Chow's Lazard Freres & Co. Experience July 2005 - June 2007
Job Director, Corporate Development at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard November 2014 - Present
Hewlett-Packard August 2011 - October 2014
Hewlett-Packard May 2010 - August 2011
Microsoft Corp August 2007 - May 2010
Lazard Freres & Co. July 2005 - June 2007
Skills
Corporate Development, M&A experience, Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Divestitures, Mergers & Acquisitions, Start-ups, Acquisition Integration, Strategy
Education
University of California, Berkeley, Haas School of Business 2001 — 2005
BS, Business Administration
Hewlett-Packard November 2014 - Present
Hewlett-Packard August 2011 - October 2014
Hewlett-Packard May 2010 - August 2011
Microsoft Corp August 2007 - May 2010
Lazard Freres & Co. July 2005 - June 2007
Skills
Corporate Development, M&A experience, Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Divestitures, Mergers & Acquisitions, Start-ups, Acquisition Integration, Strategy
Education
University of California, Berkeley, Haas School of Business 2001 — 2005
BS, Business Administration
Alan Brock's Lazard Freres & Co. Experience September 1995 - December 2013
Job Graphics Coordinator at Lazard Freres
Industry Banking
Experience
Lazard January 2014 - Present
Carved in Sound Music January 2001 - Present
Lazard Freres & Co. September 1995 - December 2013
Education
University of Maryland College Park 1983 — 1987
Lazard January 2014 - Present
Carved in Sound Music January 2001 - Present
Lazard Freres & Co. September 1995 - December 2013
Education
University of Maryland College Park 1983 — 1987
Chenfei Lu's Lazard Freres & Co. Experience July 2008 - August 2009
Job Student at the University of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago August 2009 - August 2010
Lazard Freres & Co. July 2008 - August 2009
Lazard July 2008 - August 2009
Morningstar September 2007 - March 2008
U.S. Department of State July 2007 - September 2007
Kellogg School of Management December 2006 - June 2007
Skills
Financial Modeling, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2015
PhD, Finance
Northwestern University 2006 — 2008
BA, Economics, Mathematics
University of Colorado Boulder 2004 — 2006
Federal Reserve Bank of Chicago August 2009 - August 2010
Lazard Freres & Co. July 2008 - August 2009
Lazard July 2008 - August 2009
Morningstar September 2007 - March 2008
U.S. Department of State July 2007 - September 2007
Kellogg School of Management December 2006 - June 2007
Skills
Financial Modeling, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2015
PhD, Finance
Northwestern University 2006 — 2008
BA, Economics, Mathematics
University of Colorado Boulder 2004 — 2006
Gregory Han's Lazard Freres & Co. Experience 2009 - Present
Job Investment Banking Associate Power, Energy & Infrastructure
Industry Investment Banking
Experience
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
The University of Chicago 1997 — 2001
BA, Economics
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
The University of Chicago 1997 — 2001
BA, Economics
Paul Bowers's Lazard Freres & Co. Experience 2002 - 2003
Job Managing Director Lakeview Capital Partners
Industry Investment Management
Experience
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lee Brashear's Lazard Freres & Co. Experience November 2003 - June 2006
Job Principal at Grosvenor Private Markets
Industry Investment Management
Experience
GCM CFIG January 2014 - Present
Credit Suisse July 2006 - January 2014
Lazard Freres & Co. November 2003 - June 2006
Skills
Financial Structuring, Private Placements, Fund Of Funds, Private Equity, Alternative Investments, Portfolio Management, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
GCM CFIG January 2014 - Present
Credit Suisse July 2006 - January 2014
Lazard Freres & Co. November 2003 - June 2006
Skills
Financial Structuring, Private Placements, Fund Of Funds, Private Equity, Alternative Investments, Portfolio Management, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Christopher Gresh's Lazard Freres & Co. Experience June 2010 - September 2011
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International December 2013 - Present
Lincoln International September 2011 - December 2013
Lazard Freres & Co. June 2010 - September 2011
Lazard May 2009 - August 2009
RBS Greenwich Capital June 2005 - June 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance, Investments
Quinnipiac University 2001 — 2005
BS, Economics, Finance
Lincoln International December 2013 - Present
Lincoln International September 2011 - December 2013
Lazard Freres & Co. June 2010 - September 2011
Lazard May 2009 - August 2009
RBS Greenwich Capital June 2005 - June 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance, Investments
Quinnipiac University 2001 — 2005
BS, Economics, Finance
Chris Finazzo's Lazard Freres & Co. Experience June 2004 - February 2007
Job Retail Analyst at J. Goldman & Co.
Industry Retail
Experience
J. Goldman & Co. February 2007 - December 2009
Lazard Freres & Co. June 2004 - February 2007
Education
University of Connecticut 2002 — 2004
J. Goldman & Co. February 2007 - December 2009
Lazard Freres & Co. June 2004 - February 2007
Education
University of Connecticut 2002 — 2004
Alan Feldman's Lazard Freres & Co. Experience 1998 - 2002
Job Resource Real Estate
Industry Real Estate
Experience
Resource Real Estate 2002 - Present
Lazard Freres & Co. 1998 - 2002
PREIT 1992 - 1998
Skills
Investment Properties, Portfolio Management, Real Estate, Private Equity, Leases, Real Estate Development, Disposition, Strategic Planning, Investments, Asset Management, Real Estate Economics, Corporate Real Estate, Property Management, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate and Finance
Tufts University 1985 — 1986
Master of Science (MS), Chemical Engineering
Tufts University 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
Resource Real Estate 2002 - Present
Lazard Freres & Co. 1998 - 2002
PREIT 1992 - 1998
Skills
Investment Properties, Portfolio Management, Real Estate, Private Equity, Leases, Real Estate Development, Disposition, Strategic Planning, Investments, Asset Management, Real Estate Economics, Corporate Real Estate, Property Management, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate and Finance
Tufts University 1985 — 1986
Master of Science (MS), Chemical Engineering
Tufts University 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
David Kevanian's Lazard Freres & Co. Experience 2000 - 2004
Job Desktop Applications Engineer at Cravath, Swaine & Moore LLP
Industry Computer Software
Experience
Cravath, Swaine & Moore LLP November 2004 - Present
Lazard Freres & Co. 2000 - 2004
Bloomberg LP 1999 - 2000
Allstate 1993 - 1999
Education
Rutgers University School of Law - Camden 1990 — 1992
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science and English
Cravath, Swaine & Moore LLP November 2004 - Present
Lazard Freres & Co. 2000 - 2004
Bloomberg LP 1999 - 2000
Allstate 1993 - 1999
Education
Rutgers University School of Law - Camden 1990 — 1992
Juris Doctor
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science and English
Alex Russo's Lazard Freres & Co. Experience January 2007 - June 2010
Job Vice President at Lazard
Industry Real Estate
Experience
Lazard January 2013 - Present
Lazard July 2010 - December 2012
Lazard Freres & Co. January 2007 - June 2010
Skills
Investment Banking, Valuation, Mergers, Restructuring, LBO, Financial Modeling, Business Strategy, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science (B.S.), Economics
The Lawrenceville School 1999 — 2003
Lazard January 2013 - Present
Lazard July 2010 - December 2012
Lazard Freres & Co. January 2007 - June 2010
Skills
Investment Banking, Valuation, Mergers, Restructuring, LBO, Financial Modeling, Business Strategy, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science (B.S.), Economics
The Lawrenceville School 1999 — 2003
Abhinav Kumar's Lazard Freres & Co. Experience September 2008 - June 2010
Job Analyst at JAT Capital
Industry Investment Management
Experience
JAT Capital Management, LP August 2013 - Present
Trilantic Capital Partners July 2010 - July 2013
Lazard Freres & Co. September 2008 - June 2010
Banc of America Securities June 2007 - July 2008
UTIMCO 2006 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
JAT Capital Management, LP August 2013 - Present
Trilantic Capital Partners July 2010 - July 2013
Lazard Freres & Co. September 2008 - June 2010
Banc of America Securities June 2007 - July 2008
UTIMCO 2006 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Nancy (Kiernan) Bard's Lazard Freres & Co. Experience January 1984 - September 1985
Job Managing Director at Commonfund
Industry Investment Management
Experience
Commonfund July 2013 - Present
Commonfund July 2006 - June 2013
Commonfund January 2001 - July 2006
Commonfund July 1996 - December 2000
Commonfund September 1993 - June 1996
KR Capital Advisors October 1985 - December 1992
Lazard Freres & Co. January 1984 - September 1985
DJ Hertz 1980 - 1983
Skills
Asset Allocation, Fixed Income, Alternative Investments, Series 7, Equities, Series 63, Private Equity, Series 24, Series 31, FINRA, Investment Management
Education
Sacred Heart University 1996 — 2000
BS, Finance
Norwalk Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Commonfund July 2013 - Present
Commonfund July 2006 - June 2013
Commonfund January 2001 - July 2006
Commonfund July 1996 - December 2000
Commonfund September 1993 - June 1996
KR Capital Advisors October 1985 - December 1992
Lazard Freres & Co. January 1984 - September 1985
DJ Hertz 1980 - 1983
Skills
Asset Allocation, Fixed Income, Alternative Investments, Series 7, Equities, Series 63, Private Equity, Series 24, Series 31, FINRA, Investment Management
Education
Sacred Heart University 1996 — 2000
BS, Finance
Norwalk Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Cynthia Coburn's Lazard Freres & Co. Experience March 2000 - February 2002
Job President at Awesome Enterprises
Industry Consumer Services
Experience
Awesome Enterprises 2004 - Present
UBS Warburg February 2002 - March 2005
Lazard Freres & Co. March 2000 - February 2002
ABN AMRO 1993 - 2000
Bank One 1989 - 1993
Skills
Customer Service, Business Development, Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, Team Building, Online Advertising, Advertising, New Business Development, Social Media, Business Planning, Business Strategy, Operations Management, Management, Microsoft Word, Event Planning, Social Media Marketing, Real Estate, Negotiation, Small Business, Leadership, Start-ups
Education
Robert Morris College 1982 — 1983
Certificate
Awesome Enterprises 2004 - Present
UBS Warburg February 2002 - March 2005
Lazard Freres & Co. March 2000 - February 2002
ABN AMRO 1993 - 2000
Bank One 1989 - 1993
Skills
Customer Service, Business Development, Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, Team Building, Online Advertising, Advertising, New Business Development, Social Media, Business Planning, Business Strategy, Operations Management, Management, Microsoft Word, Event Planning, Social Media Marketing, Real Estate, Negotiation, Small Business, Leadership, Start-ups
Education
Robert Morris College 1982 — 1983
Certificate
Pearl (Pearl O'Rourke) Percy's Lazard Freres & Co. Experience May 2004 - May 2006
Job Vice President of Corporate Development at Nordstrom
Industry Retail
Experience
Nordstrom September 2014 - Present
The Clorox Company June 2011 - August 2014
The Walt Disney Company June 2010 - June 2011
JP Morgan June 2006 - June 2010
Lazard Freres & Co. May 2004 - May 2006
Banc of America Investments 2003 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Business Strategy, Emerging Markets, Business Development, Corporate Development, Product Development, Finance, Strategic Partnerships, Process Improvement, Forecasting, Analytics, Mergers & Acquisitions, Competitive Analysis, Marketing, Strategy, Market Research, Inspiring Leadership, Financial Analysis, Product Marketing, Venture Capital, Brand Management, Strategic Planning, Customer Insight, Management Consulting, Capital Markets, Marketing Strategy, Mergers, Product Management, Acquisition Integration, Start-ups, Management, Product Innovation, Cross-functional Team..., Segmentation, Corporate Finance, Corporate Strategy..., Leadership, Exceptional People..., Investments, Entrepreneurship, M&A experience, Consumer Products
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Northwestern University 1992 — 1996
BA, Mathematics, Sociology
Nordstrom September 2014 - Present
The Clorox Company June 2011 - August 2014
The Walt Disney Company June 2010 - June 2011
JP Morgan June 2006 - June 2010
Lazard Freres & Co. May 2004 - May 2006
Banc of America Investments 2003 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Business Strategy, Emerging Markets, Business Development, Corporate Development, Product Development, Finance, Strategic Partnerships, Process Improvement, Forecasting, Analytics, Mergers & Acquisitions, Competitive Analysis, Marketing, Strategy, Market Research, Inspiring Leadership, Financial Analysis, Product Marketing, Venture Capital, Brand Management, Strategic Planning, Customer Insight, Management Consulting, Capital Markets, Marketing Strategy, Mergers, Product Management, Acquisition Integration, Start-ups, Management, Product Innovation, Cross-functional Team..., Segmentation, Corporate Finance, Corporate Strategy..., Leadership, Exceptional People..., Investments, Entrepreneurship, M&A experience, Consumer Products
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Northwestern University 1992 — 1996
BA, Mathematics, Sociology
Aylin Ryan's Lazard Freres & Co. Experience May 2007 - August 2008
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2011 - Present
Akeida Capital October 2008 - July 2011
Lazard Freres & Co. May 2007 - August 2008
Ferris Baker Watts 2006 - 2007
Skills
Private Equity, Valuation, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, LBO, Trading, Capital Markets, Emerging Markets, Finance, Investments, Hedge Funds, Mergers, Bloomberg, Equity Research, Alternative Investments, Structured Finance, Mergers & Acquisitions
Education
The Juilliard School 2013 — 2014
Music Production and Technology
The Johns Hopkins University 2003 — 2007
BS, Applied Math and Statistics and Romance Languages
Université Sorbonne Nouvelle (Paris III) 2003 — 2003
Cours de Civilisation et Langues Francais
Newark Academy 2001 — 2003
International Baccalaureate, International Baccaleureate
Chatham High School 1999 — 2001
The Carlyle Group July 2011 - Present
Akeida Capital October 2008 - July 2011
Lazard Freres & Co. May 2007 - August 2008
Ferris Baker Watts 2006 - 2007
Skills
Private Equity, Valuation, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, LBO, Trading, Capital Markets, Emerging Markets, Finance, Investments, Hedge Funds, Mergers, Bloomberg, Equity Research, Alternative Investments, Structured Finance, Mergers & Acquisitions
Education
The Juilliard School 2013 — 2014
Music Production and Technology
The Johns Hopkins University 2003 — 2007
BS, Applied Math and Statistics and Romance Languages
Université Sorbonne Nouvelle (Paris III) 2003 — 2003
Cours de Civilisation et Langues Francais
Newark Academy 2001 — 2003
International Baccalaureate, International Baccaleureate
Chatham High School 1999 — 2001
David Falk's Lazard Freres & Co. Experience March 1989 - February 1994
Job Partner & Director of Research, Cedar Ridge Partners, LLC
Industry Investment Management
Experience
Cedar Ridge Partners, LLC August 2009 - Present
DEPFA First Albany Securities, LLC September 2007 - March 2009
Bear Stearns February 1994 - June 2007
Lazard Freres & Co. March 1989 - February 1994
Caine Gressel Midgley Slater Incorporated June 1981 - February 1989
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Regional Planning, Real Estate, Housing and Economic Development
Northwestern University 1975 — 1979
B.A., Economics, Urban Studies
Cedar Ridge Partners, LLC August 2009 - Present
DEPFA First Albany Securities, LLC September 2007 - March 2009
Bear Stearns February 1994 - June 2007
Lazard Freres & Co. March 1989 - February 1994
Caine Gressel Midgley Slater Incorporated June 1981 - February 1989
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Regional Planning, Real Estate, Housing and Economic Development
Northwestern University 1975 — 1979
B.A., Economics, Urban Studies
Henry Ickowicz's Lazard Freres & Co. Experience June 2006 - August 2006
Job Vice President in CMBS Origination at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
Wes Gallup's Lazard Freres & Co. Experience 2005 - 2007
Job Director of Operations at Checchi Capital Advisers
Industry Investment Management
Experience
Checchi Capital Advisers 2009 - Present
Eden Capital Management 2007 - 2009
Lazard Freres & Co. 2005 - 2007
Ernst & Young 2004 - 2004
Skills
Asset Management, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2005
Master's Degree, Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
Bachelor's Degree, Accounting and Finance
Checchi Capital Advisers 2009 - Present
Eden Capital Management 2007 - 2009
Lazard Freres & Co. 2005 - 2007
Ernst & Young 2004 - 2004
Skills
Asset Management, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2005
Master's Degree, Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
Bachelor's Degree, Accounting and Finance
Garth Mitchell's Lazard Freres & Co. Experience June 2009 - December 2010
Job Director of Strategy and Business Development at Assembled Brands
Industry Investment Management
Experience
Assembled Brands May 2014 - June 2015
Millennium Partners January 2011 - January 2014
Lazard Freres & Co. June 2009 - December 2010
The Compass Group June 2007 - August 2007
Education
Morehouse College 2007 — 2009
Landon School
Assembled Brands May 2014 - June 2015
Millennium Partners January 2011 - January 2014
Lazard Freres & Co. June 2009 - December 2010
The Compass Group June 2007 - August 2007
Education
Morehouse College 2007 — 2009
Landon School
Aasha Barot's Lazard Freres & Co. Experience January 2010 - June 2012
Job Associate Brand Manager at Nestle
Industry Marketing and Advertising
Experience
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Nestlé August 2015 - Present
Unilever September 2014 - August 2015
Kellogg School of Management September 2012 - June 2014
Wrigley June 2013 - August 2013
Lazard Freres & Co. January 2010 - June 2012
Blaylock Robert Van LLC April 2009 - January 2010
Banc of America Securities June 2007 - March 2009
Skills
Marketing Strategy, Brand Development, Brand Management, Strategic Brand..., Product Innovation, Project Management, Consumer Marketing, Consumer Packaged Goods..., Digital Marketing, Merchandising, Marketing, Sales, Online Campaign..., Packaging Artwork, Brand Equity, Financial Modeling, Consumer Product Testing, Food & Beverage, Bloomberg, Valuation, Capital Markets, Fixed Income, Strategy, Analytics, Business Strategy, Management, Cross-functional Team..., Financial Analysis
Education
The University of Chicago 2004 — 2007
B.A., Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Managerial Analytics
Lace Cheung's Lazard Freres & Co. Experience June 2008 - August 2008
Job Director at Visa
Industry Financial Services
Experience
Visa October 2014 - Present
Visa August 2012 - Present
Visa April 2011 - August 2012
RBC Capital Markets June 2009 - May 2011
Lazard Freres & Co. June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Strategic Financial..., Entrepreneurship, Investment Banking
Education
Stanford University 2005 — 2009
B.A., Economics
Visa October 2014 - Present
Visa August 2012 - Present
Visa April 2011 - August 2012
RBC Capital Markets June 2009 - May 2011
Lazard Freres & Co. June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Strategic Financial..., Entrepreneurship, Investment Banking
Education
Stanford University 2005 — 2009
B.A., Economics
Bridget Hinds's Lazard Freres & Co. Experience July 2001 - September 2003
Job Real Estate Strategy & Development at theory | HELMUT LANG
Industry Real Estate
Experience
Theory February 2012 - Present
Helmut Lang February 2012 - Present
Moorgate Advisory July 2008 - February 2012
Apollo Real Estate Advisors September 2003 - July 2008
Lazard Freres & Co. July 2001 - September 2003
Education
Stanford University
Bachelor of Science
The Hockaday School
Theory February 2012 - Present
Helmut Lang February 2012 - Present
Moorgate Advisory July 2008 - February 2012
Apollo Real Estate Advisors September 2003 - July 2008
Lazard Freres & Co. July 2001 - September 2003
Education
Stanford University
Bachelor of Science
The Hockaday School
Sean Mackay's Lazard Freres & Co. Experience March 2008 - April 2012
Job IsoPlexis, CoFounder and CEO
Industry Biotechnology
Experience
IsoPlexis November 2012 - Present
Lifesquare May 2012 - July 2012
Lazard Freres & Co. March 2008 - April 2012
Spring Hill May 2007 - March 2008
Piper Jaffray April 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis, Start-ups, Life Science Industry, Finance, Business Development, Restructuring
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Wharton Undergraduate School of Business
Yale School of Management
Master of Business Administration (M.B.A.)
IsoPlexis November 2012 - Present
Lifesquare May 2012 - July 2012
Lazard Freres & Co. March 2008 - April 2012
Spring Hill May 2007 - March 2008
Piper Jaffray April 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis, Start-ups, Life Science Industry, Finance, Business Development, Restructuring
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Wharton Undergraduate School of Business
Yale School of Management
Master of Business Administration (M.B.A.)
Eric Francois's Lazard Freres & Co. Experience September 2007 - 2013
Job COO at Topi
Industry Information Technology and Services
Experience
Topi 2013 - Present
Lazard Freres & Co. September 2007 - 2013
Cowen and Company June 2003 - September 2007
Cowen and Company September 2000 - June 2003
Education
University of Paris I: Panthéon-Sorbonne 1993 — 1998
Master, Management and Marketing
Topi 2013 - Present
Lazard Freres & Co. September 2007 - 2013
Cowen and Company June 2003 - September 2007
Cowen and Company September 2000 - June 2003
Education
University of Paris I: Panthéon-Sorbonne 1993 — 1998
Master, Management and Marketing
Rossen V Georgiev's Lazard Freres & Co. Experience 2008 - June 2010
Job Sr. Associate at Sun Capital Partners
Industry Banking
Experience
Sun Capital Partners September 2010 - Present
Lazard Freres & Co. 2008 - June 2010
Huron Consulting Group 2007 - 2007
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Accounting / Finance
Sun Capital Partners September 2010 - Present
Lazard Freres & Co. 2008 - June 2010
Huron Consulting Group 2007 - 2007
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Accounting / Finance
Clément Pointillart's Lazard Freres & Co. Experience January 2011 - April 2012
Job Investment Manager at Verlinvest
Industry Venture Capital & Private Equity
Experience
Verlinvest April 2012 - Present
Lazard Freres & Co. January 2011 - April 2012
Lazard October 2008 - December 2010
Education
Institut d'Etudes politiques de Paris 2004 — 2008
Finance & Stratégie
Tufts University 2005 — 2006
Verlinvest April 2012 - Present
Lazard Freres & Co. January 2011 - April 2012
Lazard October 2008 - December 2010
Education
Institut d'Etudes politiques de Paris 2004 — 2008
Finance & Stratégie
Tufts University 2005 — 2006
Judy Hsu's Lazard Freres & Co. Experience October 1995 - May 2004
Job
Industry Investment Management
Experience
Bank of America March 2015 - Present
Bank of America Merrill Lynch March 2010 - March 2015
TPG-Axon Capital July 2008 - January 2010
JCK Partners May 2004 - March 2008
Lazard Freres & Co. October 1995 - May 2004
Hill and Knowlton (WPP Group) September 1992 - September 1995
Skills
Investment Banking, Hedge Funds, Equities, Asset Managment, Bloomberg, Investments, Due Diligence, Risk Management, Fixed Income, Finance, Mergers, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor of Business Administration (BBA), International Management
Bank of America March 2015 - Present
Bank of America Merrill Lynch March 2010 - March 2015
TPG-Axon Capital July 2008 - January 2010
JCK Partners May 2004 - March 2008
Lazard Freres & Co. October 1995 - May 2004
Hill and Knowlton (WPP Group) September 1992 - September 1995
Skills
Investment Banking, Hedge Funds, Equities, Asset Managment, Bloomberg, Investments, Due Diligence, Risk Management, Fixed Income, Finance, Mergers, Portfolio Management
Education
Pace University - Lubin School of Business 1990 — 1995
Bachelor of Business Administration (BBA), International Management
david batten's Lazard Freres & Co. Experience 1992 - 1994
Job Strategic Advisory Services
Industry Information Services
Experience
Ventana Systems and Greenwood Strategic Advisors June 2014 - Present
S/V Ozan December 2013 - March 2015
The Boston Retinal Implant Project May 2011 - December 2012
Skila, a Sela 2 Company, Inc. May 2010 - June 2011
Allegra B January 1996 - May 2002
Lazard Freres & Co. 1992 - 1994
The Blackstone Group June 1990 - May 1992
First Boston Corporation/CSFB June 1968 - May 1990
Skills
Sales Effectiveness, Management, Pharmaceutical Industry, Strategy, Strategic Planning, Biotechnology, Marketing, Business Development, Product Launch, Start-ups, Pharmaceutical Sales, Leadership, Analytics, Business Strategy
Education
Stanford University Graduate School of Business 1966 — 1968
Master of Business Administration (M.B.A.), Finance
Williams College 1962 — 1966
Bachelor's Degree, English and Russian Studies
Ventana Systems and Greenwood Strategic Advisors June 2014 - Present
S/V Ozan December 2013 - March 2015
The Boston Retinal Implant Project May 2011 - December 2012
Skila, a Sela 2 Company, Inc. May 2010 - June 2011
Allegra B January 1996 - May 2002
Lazard Freres & Co. 1992 - 1994
The Blackstone Group June 1990 - May 1992
First Boston Corporation/CSFB June 1968 - May 1990
Skills
Sales Effectiveness, Management, Pharmaceutical Industry, Strategy, Strategic Planning, Biotechnology, Marketing, Business Development, Product Launch, Start-ups, Pharmaceutical Sales, Leadership, Analytics, Business Strategy
Education
Stanford University Graduate School of Business 1966 — 1968
Master of Business Administration (M.B.A.), Finance
Williams College 1962 — 1966
Bachelor's Degree, English and Russian Studies
Shawn Martinez's Lazard Freres & Co. Experience July 2009 - Present
Job Associate at Lazard Freres & Co. (Energy Investment Banking)
Industry Accounting
Experience
Lazard Freres & Co. July 2009 - Present
Deutsche Bank June 2008 - August 2009
KPMG January 2004 - August 2007
Halliburton May 2003 - November 2003
Shell May 2002 - August 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
BBA, Accounting & Finance, Magna Cum Laude with High Honors
Lazard Freres & Co. July 2009 - Present
Deutsche Bank June 2008 - August 2009
KPMG January 2004 - August 2007
Halliburton May 2003 - November 2003
Shell May 2002 - August 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
BBA, Accounting & Finance, Magna Cum Laude with High Honors
Leslie Heisz's Lazard Freres & Co. Experience 2003 - 2010
Job Independent Board Member
Industry Financial Services
Experience
Ingram Micro, Inc. 2007 - Present
Towers Watson 2012 - Present
Kaiser Permanente January 2015 - Present
HCC Insurance Holdings, Inc. 2010 - 2014
Lazard Freres & Co. 2003 - 2010
International Game Technology 2003 - 2008
Wasserstein Perella & Co. and successor (Dresdner Kleinwort Wasserstein) 1995 - 2002
Salomon Brothers 1987 - 1995
Price Waterhouse 1982 - 1986
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance & Accounting
University of California, Los Angeles 1978 — 1982
BS, Economics-Systems Science
Ingram Micro, Inc. 2007 - Present
Towers Watson 2012 - Present
Kaiser Permanente January 2015 - Present
HCC Insurance Holdings, Inc. 2010 - 2014
Lazard Freres & Co. 2003 - 2010
International Game Technology 2003 - 2008
Wasserstein Perella & Co. and successor (Dresdner Kleinwort Wasserstein) 1995 - 2002
Salomon Brothers 1987 - 1995
Price Waterhouse 1982 - 1986
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance & Accounting
University of California, Los Angeles 1978 — 1982
BS, Economics-Systems Science
Garrett Bockenek's Lazard Freres & Co. Experience 2005 - 2007
Job Principal at White Elm Capital
Industry Investment Management
Experience
White Elm Capital August 2012 - Present
White Elm Capital June 2011 - August 2011
Thomas H. Lee Partners 2007 - 2010
Lazard Freres & Co. 2005 - 2007
Education
Tuck School of Business at Dartmouth 2010 — 2012
University of Virginia 2001 — 2005
White Elm Capital August 2012 - Present
White Elm Capital June 2011 - August 2011
Thomas H. Lee Partners 2007 - 2010
Lazard Freres & Co. 2005 - 2007
Education
Tuck School of Business at Dartmouth 2010 — 2012
University of Virginia 2001 — 2005
Bradley Feingerts's Lazard Freres & Co. Experience June 2010 - August 2010
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2011 - Present
Lazard Freres & Co. June 2010 - August 2010
Davis Polk & Wardwell LLP June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance and Accounting
University of Chicago Law School 2007 — 2011
J.D., Law
University of Pennsylvania 2002 — 2006
B.A., Economics and Political Science
Isidore Newman School 1998 — 2002
The Blackstone Group July 2011 - Present
Lazard Freres & Co. June 2010 - August 2010
Davis Polk & Wardwell LLP June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance and Accounting
University of Chicago Law School 2007 — 2011
J.D., Law
University of Pennsylvania 2002 — 2006
B.A., Economics and Political Science
Isidore Newman School 1998 — 2002
Brian Tannenbaum's Lazard Freres & Co. Experience June 2008 - August 2008
Job Business Operations Manager at Snapchat
Industry Computer Software
Experience
Snapchat, Inc. May 2015 - Present
Netflix September 2013 - April 2015
Reel Intelligence June 2012 - September 2013
The Boston Consulting Group August 2011 - March 2012
The Boston Consulting Group August 2009 - July 2011
Lazard Freres & Co. June 2008 - August 2008
Warner Bros. Pictures June 2007 - August 2007
Alcon Entertainment June 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Private Equity, Valuation, Management Consulting, Strategy, Corporate Finance, Project Management, Entrepreneurship, Program Management, Corporate Development, Business Strategy, Due Diligence, Strategic Consulting, Start-ups, Mergers & Acquisitions
Education
University of Pennsylvania 2005 — 2009
BSE and BA, Finance, Operation and Information Management, Cinema Studies
Snapchat, Inc. May 2015 - Present
Netflix September 2013 - April 2015
Reel Intelligence June 2012 - September 2013
The Boston Consulting Group August 2011 - March 2012
The Boston Consulting Group August 2009 - July 2011
Lazard Freres & Co. June 2008 - August 2008
Warner Bros. Pictures June 2007 - August 2007
Alcon Entertainment June 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Private Equity, Valuation, Management Consulting, Strategy, Corporate Finance, Project Management, Entrepreneurship, Program Management, Corporate Development, Business Strategy, Due Diligence, Strategic Consulting, Start-ups, Mergers & Acquisitions
Education
University of Pennsylvania 2005 — 2009
BSE and BA, Finance, Operation and Information Management, Cinema Studies
Dan Drake's Lazard Freres & Co. Experience March 2010 - August 2014
Job Director of Fundraising and Investor Relations at Stoltz Real Estate Partners
Industry Financial Services
Experience
Stoltz Real Estate Partners August 2014 - Present
Lazard Freres & Co. March 2010 - August 2014
Ennis Knupp & Associates 2007 - 2010
GoIndustry DoveBid December 2001 - May 2007
Skills
Real Estate, Private Equity, Due Diligence, Alternative Investments
Education
Middlebury College 1993 — 1997
BA, Politcal Science
Stoltz Real Estate Partners August 2014 - Present
Lazard Freres & Co. March 2010 - August 2014
Ennis Knupp & Associates 2007 - 2010
GoIndustry DoveBid December 2001 - May 2007
Skills
Real Estate, Private Equity, Due Diligence, Alternative Investments
Education
Middlebury College 1993 — 1997
BA, Politcal Science
charles lomino's Lazard Freres & Co. Experience November 2007 - Present
Job System Administrator at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. November 2007 - Present
JPMorgan Chase 2001 - 2006
Ann Taylor 1989 - 1999
Skills
Storage Area Networks, Cluster, Storage, System Administration, NetApp, Netbackup, Servers, Solaris, Veritas Cluster Server, SAN, Enterprise Architecture, Unix, NetBackup, Sun
Education
Queens College 1979 — 1985
Ba, Computer Science, Mathematics
thomas a edison HS 1975 — 1979
High School diploma, Computer Technology/Computer Systems Technology
Lazard Freres & Co. November 2007 - Present
JPMorgan Chase 2001 - 2006
Ann Taylor 1989 - 1999
Skills
Storage Area Networks, Cluster, Storage, System Administration, NetApp, Netbackup, Servers, Solaris, Veritas Cluster Server, SAN, Enterprise Architecture, Unix, NetBackup, Sun
Education
Queens College 1979 — 1985
Ba, Computer Science, Mathematics
thomas a edison HS 1975 — 1979
High School diploma, Computer Technology/Computer Systems Technology
Jeff Carsello's Lazard Freres & Co. Experience August 2010 - March 2013
Job Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Richard Hack's Lazard Freres & Co. Experience June 2004 - June 2006
Job Senior Capital Markets and Risk Measurement Professional
Industry Financial Services
Experience
BNPPARIBAS March 2013 - Present
DTCC June 2006 - May 2010
Lazard Freres & Co. June 2004 - June 2006
BNP Paribas September 1997 - September 2004
gruntal 1996 - 1997
Deloitte September 1989 - September 1996
Skills
Operational Risk..., Model Validation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Internal Audit, Asset Managment, Market Risk, Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Risk Management, Auditing, Internal Controls, AML, Liquidity Risk and..., Credit Risk Modeling, Corporate Governance, Credit, Accounting, Governance, Financial Modeling, Financial Institutions, Valuation, Settlement, Sarbanes-Oxley, Financial Audits, Credit Derivatives, Risk Assessment, Financial Accounting, Back Office, Risk Analysis, Interest Rate..., Financial Markets, MBS, Swaps, Basel II, Business Continuity, Middle Office, US GAAP, Structured Products, Product Control, Liquidity Risk
Education
University at Albany, SUNY 1986 — 1989
BS, Accountancy
BNPPARIBAS March 2013 - Present
DTCC June 2006 - May 2010
Lazard Freres & Co. June 2004 - June 2006
BNP Paribas September 1997 - September 2004
gruntal 1996 - 1997
Deloitte September 1989 - September 1996
Skills
Operational Risk..., Model Validation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Internal Audit, Asset Managment, Market Risk, Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Risk Management, Auditing, Internal Controls, AML, Liquidity Risk and..., Credit Risk Modeling, Corporate Governance, Credit, Accounting, Governance, Financial Modeling, Financial Institutions, Valuation, Settlement, Sarbanes-Oxley, Financial Audits, Credit Derivatives, Risk Assessment, Financial Accounting, Back Office, Risk Analysis, Interest Rate..., Financial Markets, MBS, Swaps, Basel II, Business Continuity, Middle Office, US GAAP, Structured Products, Product Control, Liquidity Risk
Education
University at Albany, SUNY 1986 — 1989
BS, Accountancy
Lolly Carrasco Blaize's Lazard Freres & Co. Experience August 2002 - September 2005
Job Office Manager at LS Power
Industry Oil & Energy
Experience
LS Power September 2005 - Present
Lazard Freres & Co. August 2002 - September 2005
Education
State University of New York at Stony Brook
Economics, English
LS Power September 2005 - Present
Lazard Freres & Co. August 2002 - September 2005
Education
State University of New York at Stony Brook
Economics, English
Jeffrey Mast's Lazard Freres & Co. Experience January 2015 - May 2015
Job Director TMT at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2015 - Present
Lazard Freres & Co. January 2015 - May 2015
Lazard August 2011 - January 2015
United States Marine Corps May 2002 - September 2009
Skills
Financial Modeling, Valuation, Military, Mergers & Acquisitions, Corporate Finance, Capital Markets, Due Diligence, Strategy, Investment Banking, Financial Analysis, Business Strategy, Finance, Equities, Risk Management, Bloomberg, Telecommunications, International Relations, Global Affairs
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Admin.
Perella Weinberg Partners July 2015 - Present
Lazard Freres & Co. January 2015 - May 2015
Lazard August 2011 - January 2015
United States Marine Corps May 2002 - September 2009
Skills
Financial Modeling, Valuation, Military, Mergers & Acquisitions, Corporate Finance, Capital Markets, Due Diligence, Strategy, Investment Banking, Financial Analysis, Business Strategy, Finance, Equities, Risk Management, Bloomberg, Telecommunications, International Relations, Global Affairs
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Admin.
Boris Glazman's Lazard Freres & Co. Experience June 2011 - June 2013
Job The Baupost Group, LLC
Industry Financial Services
Experience
The Baupost Group, LLC September 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Economics
University of Pennsylvania 2007 — 2011
B.A., International Studies
The Baupost Group, LLC September 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Economics
University of Pennsylvania 2007 — 2011
B.A., International Studies
norman steisel's Lazard Freres & Co. Experience December 1986 - December 1989
Job ceo and president at enessco strategies
Industry Financial Services
Experience
EnEssCo Strategies, Inc. September 2008 - Present
Philadelphia Stock Exchange January 2003 - July 2008
EnEssCo Strategies, Inc. January 1994 - December 2002
City of New York January 1990 - December 1993
NYC School Construction Authority January 1988 - December 1990
Lazard Freres & Co. December 1986 - December 1989
New York City Department of Sanitation September 1979 - February 1986
New York City Office of Management and Budget September 1976 - September 1979
Griffenhagen-Kroeger, Inc. January 1974 - August 1976
New York City Police Department July 1972 - December 1973
Skills
Green Business, Strategic Business..., Business Development..., Strategic Marketing..., Financial Consulting, Government, Program Management, Policy Analysis, Benefit Cost Analysis, Politics, Environmental Policy, Public Speaking, Waste Management, Water Supply, Water Treatment, Alternative Energy, Healthcare Management
Education
Yale University 1963 — 1969
Master of Science (M.S.), Engineering and Applied Mathematics
Pratt Institute 1959 — 1963
B. Ch. E., Chemical Engineering
EnEssCo Strategies, Inc. September 2008 - Present
Philadelphia Stock Exchange January 2003 - July 2008
EnEssCo Strategies, Inc. January 1994 - December 2002
City of New York January 1990 - December 1993
NYC School Construction Authority January 1988 - December 1990
Lazard Freres & Co. December 1986 - December 1989
New York City Department of Sanitation September 1979 - February 1986
New York City Office of Management and Budget September 1976 - September 1979
Griffenhagen-Kroeger, Inc. January 1974 - August 1976
New York City Police Department July 1972 - December 1973
Skills
Green Business, Strategic Business..., Business Development..., Strategic Marketing..., Financial Consulting, Government, Program Management, Policy Analysis, Benefit Cost Analysis, Politics, Environmental Policy, Public Speaking, Waste Management, Water Supply, Water Treatment, Alternative Energy, Healthcare Management
Education
Yale University 1963 — 1969
Master of Science (M.S.), Engineering and Applied Mathematics
Pratt Institute 1959 — 1963
B. Ch. E., Chemical Engineering
Adam Cohn's Lazard Freres & Co. Experience January 2009 - December 2010
Job Director, Strategy & Development at Triumph Group
Industry Aviation & Aerospace
Experience
Triumph Group June 2013 - Present
Chesapeake Partners January 2011 - May 2013
Lazard Freres & Co. January 2009 - December 2010
Skills
Strategic Planning, Business Planning, Mergers & Acquisitions, Business Strategy, Operational Strategy, Valuation, Financial Modeling, Private Equity, Alternative Investments, Investment Banking, LBO, Capital Markets, Venture Capital, Investments, Corporate Finance, Fixed Income
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland
BS, Finance & Economics
Triumph Group June 2013 - Present
Chesapeake Partners January 2011 - May 2013
Lazard Freres & Co. January 2009 - December 2010
Skills
Strategic Planning, Business Planning, Mergers & Acquisitions, Business Strategy, Operational Strategy, Valuation, Financial Modeling, Private Equity, Alternative Investments, Investment Banking, LBO, Capital Markets, Venture Capital, Investments, Corporate Finance, Fixed Income
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland
BS, Finance & Economics
Pablo Legorreta's Lazard Freres & Co. Experience January 1991 - May 1996
Job Chief Executive Officer at Royalty Pharma
Industry Biotechnology
Experience
Royalty Pharma September 1996 - Present
Lazard Freres & Co. January 1991 - May 1996
Lazard Freres et Cie December 1987 - December 1990
Education
Universidad Iberoamericana, Ciudad de México 1981 — 1985
B.A. in Industrial Engineering
Royalty Pharma September 1996 - Present
Lazard Freres & Co. January 1991 - May 1996
Lazard Freres et Cie December 1987 - December 1990
Education
Universidad Iberoamericana, Ciudad de México 1981 — 1985
B.A. in Industrial Engineering
Gregory Han's Lazard Freres & Co. Experience 2009 - Present
Job Vice President at Lazard Freres & Co.
Industry Financial Services
Experience
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
University of Chicago 1997 — 2001
Bachelor of Arts (B.A.), Economics
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
University of Chicago 1997 — 2001
Bachelor of Arts (B.A.), Economics
Lance R Lange's Lazard Freres & Co. Experience 2008 - 2011
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2011 - Present
Lazard Freres & Co. 2008 - 2011
Robert W. Baird & Co. 1996 - 2008
Skills
Series 7, Alternative Investments
Education
Marquette University
Juris Doctor (JD)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics and Political Science
Robert W. Baird & Co. April 2011 - Present
Lazard Freres & Co. 2008 - 2011
Robert W. Baird & Co. 1996 - 2008
Skills
Series 7, Alternative Investments
Education
Marquette University
Juris Doctor (JD)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics and Political Science
Lori Giffney's Lazard Freres & Co. Experience 1990 - 1995
Job Executive Assistant at Mesirow Financial
Industry Nonprofit Organization Management
Experience
Mesirow Financial November 2014 - Present
Homewood Church January 2002 - November 2014
Giffney Carpet Care 1999 - 2006
Lazard Freres & Co. 1990 - 1995
Skills
Organization, Team Leadership, Team Building, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Highly Detailed, Multi Tasking, Master Scheduling, Efficent, Handle Confidential..., QuickBooks, Process Scheduler, Payroll, Leadership, Administrative..., Administrative..., Event Planning, Public Speaking, Nonprofits, Human Resources, Customer Service
Education
Robert Morris College 1984 — 1985
Secretarial Science, Law
Harold L Richards High School 1980 — 1984
Mesirow Financial November 2014 - Present
Homewood Church January 2002 - November 2014
Giffney Carpet Care 1999 - 2006
Lazard Freres & Co. 1990 - 1995
Skills
Organization, Team Leadership, Team Building, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Highly Detailed, Multi Tasking, Master Scheduling, Efficent, Handle Confidential..., QuickBooks, Process Scheduler, Payroll, Leadership, Administrative..., Administrative..., Event Planning, Public Speaking, Nonprofits, Human Resources, Customer Service
Education
Robert Morris College 1984 — 1985
Secretarial Science, Law
Harold L Richards High School 1980 — 1984
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management