Lazard Frères & 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 Frères & Co. Employees
Employee
Years
Job
Industry
Alfredo Bequillard Alfredo Bequillard's Lazard Frères & Co. Experience August 2013 - Present
Job Director at Lazard Frères & Co.
Industry Financial Services
Experience
Lazard Frères & Co. August 2013 - Present
Citi February 2006 - August 2013
Port Authority of NY & NJ 2004 - 2006
Skills
Credit, Valuation, Investment Banking, Financial Modeling, Capital Structure, Risk Management, Hedge Funds, Corporate Finance, Bloomberg, Fixed Income, Banking, Capital Markets, Derivatives, Emerging Markets, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2004
Master of Science, Operations Research
University of Michigan 1997 — 2001
B.S.E., Industrial and Operations Engineering
Lazard Frères & Co. August 2013 - Present
Citi February 2006 - August 2013
Port Authority of NY & NJ 2004 - 2006
Skills
Credit, Valuation, Investment Banking, Financial Modeling, Capital Structure, Risk Management, Hedge Funds, Corporate Finance, Bloomberg, Fixed Income, Banking, Capital Markets, Derivatives, Emerging Markets, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2004
Master of Science, Operations Research
University of Michigan 1997 — 2001
B.S.E., Industrial and Operations Engineering
Colin Goltra Colin Goltra's Lazard Frères & Co. Experience June 2012 - June 2014
Job Strategic Acquisitions at Samsung
Industry Consumer Electronics
Experience
Samsung Electronics, Global Innovation Center (GIC) June 2014 - Present
Lazard Frères & Co. June 2012 - June 2014
Lazard Frères & Co. May 2011 - August 2011
Commerce Capital Group January 2010 - May 2011
Skills
Finance, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Corporate Finance, Financial Analysis, Business Valuation, Capital Raising, Accounting, French, Game Theory, Corporate Development, Econometrics, Strategy, Valuation, Mergers & Acquisitions, Microsoft Office
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Economics, Statistical Science, French
Institut d'Etudes Politiques de Lyon 2010 — 2010
Economics, Management, International Finance
Hack Reactor 2015 — 2015
Web Development
Samsung Electronics, Global Innovation Center (GIC) June 2014 - Present
Lazard Frères & Co. June 2012 - June 2014
Lazard Frères & Co. May 2011 - August 2011
Commerce Capital Group January 2010 - May 2011
Skills
Finance, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Corporate Finance, Financial Analysis, Business Valuation, Capital Raising, Accounting, French, Game Theory, Corporate Development, Econometrics, Strategy, Valuation, Mergers & Acquisitions, Microsoft Office
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Economics, Statistical Science, French
Institut d'Etudes Politiques de Lyon 2010 — 2010
Economics, Management, International Finance
Hack Reactor 2015 — 2015
Web Development
Carl Dixon Carl Dixon's Lazard Frères & Co. Experience May 2011 - July 2011
Job Associate at Peterson Partners
Industry Venture Capital & Private Equity
Experience
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Evan Kaufman Evan Kaufman's Lazard Frères & Co. Experience June 2012 - June 2014
Job Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2014 - Present
Lazard Fréres & Co. June 2012 - June 2014
Jefferies & Company May 2011 - August 2011
The White House January 2011 - May 2011
Skills
Bloomberg, Research, Capital IQ, Data Analysis, Teamwork, Client Liaison, Financial Modeling, Valuation, Factset, Mergers & Acquisitions, Financial Analysis
Education
Kelley School of Business - Indiana University
B.Sc (Hons) in Business
London School of Economics and Political Science
Summer
University of Oxford
Summer
Summit Partners July 2014 - Present
Lazard Fréres & Co. June 2012 - June 2014
Jefferies & Company May 2011 - August 2011
The White House January 2011 - May 2011
Skills
Bloomberg, Research, Capital IQ, Data Analysis, Teamwork, Client Liaison, Financial Modeling, Valuation, Factset, Mergers & Acquisitions, Financial Analysis
Education
Kelley School of Business - Indiana University
B.Sc (Hons) in Business
London School of Economics and Political Science
Summer
University of Oxford
Summer
Pranav Popat Pranav Popat's Lazard Frères & Co. Experience February 2003 - Present
Job Director at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. February 2003 - Present
Wasserstein Perella August 1999 - December 2002
Skills
LBO, Deal Execution, Investment Banking, Private Equity, Mergers & Acquisitions, Cross Border, Restructuring, Casino Gaming, Multi-channel Retail, Restaurants, Strategy, Fairness Opinions, Valuation, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelors, Business Administration, (highest honors; top 5%)
Lazard Frères & Co. February 2003 - Present
Wasserstein Perella August 1999 - December 2002
Skills
LBO, Deal Execution, Investment Banking, Private Equity, Mergers & Acquisitions, Cross Border, Restructuring, Casino Gaming, Multi-channel Retail, Restaurants, Strategy, Fairness Opinions, Valuation, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelors, Business Administration, (highest honors; top 5%)
Shiju Thomas Shiju Thomas's Lazard Frères & Co. Experience July 2012 - August 2014
Job Associate at Lazard, Energy M&A
Industry Financial Services
Experience
Lazard Frères & Co. July 2012 - August 2014
White Interests LLC November 2010 - June 2012
Bill White for Texas Campaign November 2009 - November 2010
Pro Mujer March 2009 - August 2009
JP Morgan Securities July 2007 - February 2009
Ernst & Young Financial Advisory Services May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Research, Financial Analysis, Fundraising, Microsoft Excel, Data Analysis, Non-profits, Spanish, Public Speaking, Investments, Investment Banking, Energy, Nonprofits, Bloomberg, Mergers & Acquisitions, Capital Markets
Education
Colorado School of Mines
Master of Science (MS), Mineral and Energy Economics
French Institute of Petroleum (Institut Français du Petrole)
Mastère Spécialisé, Petroleum Economics and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin
Bachelor of Arts (BA), History; Religious Studies
Universidad Nacional de Córdoba
Spanish
University of Economics in Prague
International Financial Management
Lazard Frères & Co. July 2012 - August 2014
White Interests LLC November 2010 - June 2012
Bill White for Texas Campaign November 2009 - November 2010
Pro Mujer March 2009 - August 2009
JP Morgan Securities July 2007 - February 2009
Ernst & Young Financial Advisory Services May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Research, Financial Analysis, Fundraising, Microsoft Excel, Data Analysis, Non-profits, Spanish, Public Speaking, Investments, Investment Banking, Energy, Nonprofits, Bloomberg, Mergers & Acquisitions, Capital Markets
Education
Colorado School of Mines
Master of Science (MS), Mineral and Energy Economics
French Institute of Petroleum (Institut Français du Petrole)
Mastère Spécialisé, Petroleum Economics and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin
Bachelor of Arts (BA), History; Religious Studies
Universidad Nacional de Córdoba
Spanish
University of Economics in Prague
International Financial Management
Aleks Lyng's Lazard Frères & Co. Experience July 2015 - Present
Job Associate Lazard Technology M&A
Industry Investment Banking
Experience
Lazard Frères & Co. July 2015 - Present
Rothschild June 2014 - August 2014
Barclays July 2010 - May 2013
Barclays July 2010 - April 2013
Barclays Capital June 2009 - August 2009
Student Investment Fund of Claremont McKenna College September 2007 - January 2008
Chatham Street Financial Services June 2007 - August 2007
Skills
Derivatives, Trading, Options, FX Options, Financial Services, Bloomberg, Fixed Income, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Capital Markets, Trading Strategies
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Finance and Economics
Wilton High School
Wilton High School
Lazard Frères & Co. July 2015 - Present
Rothschild June 2014 - August 2014
Barclays July 2010 - May 2013
Barclays July 2010 - April 2013
Barclays Capital June 2009 - August 2009
Student Investment Fund of Claremont McKenna College September 2007 - January 2008
Chatham Street Financial Services June 2007 - August 2007
Skills
Derivatives, Trading, Options, FX Options, Financial Services, Bloomberg, Fixed Income, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Capital Markets, Trading Strategies
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Finance and Economics
Wilton High School
Wilton High School
Randy Bergerac Randy Bergerac's Lazard Frères & Co. Experience September 1977 - August 1978
Job Strategic Planning Consultant
Industry Management Consulting
Experience
Strategic Planning Consulting Services April 2013 - Present
Custom Machine & Tool Co., Inc. January 2012 - April 2013
Merrill Lynch December 1989 - November 1991
Survis, Inc. December 1987 - November 1989
ICN Pharmaceuticals, Inc. December 1982 - December 1987
Lazard Frères International September 1979 - June 1981
Lazard Frères & Co. September 1977 - August 1978
Skills
Cross-functional Team..., Legal Writing, Management, Due Diligence, Negotiation, Insurance, Mergers & Acquisitions, Business Strategy, Securities, Public Policy, Coaching, Marketing, Corporate Law, Finance, Corporate Finance, New Business Development, Legal Research, PowerPoint, Leadership, Research, Investments, Contract Negotiation, Strategic Planning, Management Consulting
Education
Saint Louis University School of Law 2008 — 2010
J.D., Law
Stanford University 1974 — 1978
Studied Economics and Psycology
Strategic Planning Consulting Services April 2013 - Present
Custom Machine & Tool Co., Inc. January 2012 - April 2013
Merrill Lynch December 1989 - November 1991
Survis, Inc. December 1987 - November 1989
ICN Pharmaceuticals, Inc. December 1982 - December 1987
Lazard Frères International September 1979 - June 1981
Lazard Frères & Co. September 1977 - August 1978
Skills
Cross-functional Team..., Legal Writing, Management, Due Diligence, Negotiation, Insurance, Mergers & Acquisitions, Business Strategy, Securities, Public Policy, Coaching, Marketing, Corporate Law, Finance, Corporate Finance, New Business Development, Legal Research, PowerPoint, Leadership, Research, Investments, Contract Negotiation, Strategic Planning, Management Consulting
Education
Saint Louis University School of Law 2008 — 2010
J.D., Law
Stanford University 1974 — 1978
Studied Economics and Psycology
Sam Kosters Sam Kosters's Lazard Frères & Co. Experience September 2014 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities June 2012 - August 2012
OpenGate Capital January 2011 - August 2011
Education
Pepperdine University
Economics
Lazard Frères & Co. September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Wells Fargo Securities June 2012 - August 2012
OpenGate Capital January 2011 - August 2011
Education
Pepperdine University
Economics
Joshua Rosner's Lazard Frères & Co. Experience January 2014 - July 2015
Job MBA Candidate at Stanford Graduate School of Business
Industry Investment Management
Experience
Lazard Frères & Co. January 2014 - July 2015
Oak Hill Capital July 2013 - November 2013
Lazard Frères & Co. June 2011 - June 2013
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Princeton University 2007 — 2011
A.B., Economics, Finance
Lazard Frères & Co. January 2014 - July 2015
Oak Hill Capital July 2013 - November 2013
Lazard Frères & Co. June 2011 - June 2013
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Princeton University 2007 — 2011
A.B., Economics, Finance
Vaibhav Singh's Lazard Frères & Co. Experience November 2010 - April 2012
Job MBA 2017 Candidate, Harvard Business School
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners April 2012 - June 2015
Lazard Frères & Co. November 2010 - April 2012
Ernst & Young February 2010 - November 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Shri Ram College of Commerce 2006 — 2009
Bachelor of Commerce (Honours), Finance, General
Providence Equity Partners April 2012 - June 2015
Lazard Frères & Co. November 2010 - April 2012
Ernst & Young February 2010 - November 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Shri Ram College of Commerce 2006 — 2009
Bachelor of Commerce (Honours), Finance, General
Linda Xu's Lazard Frères & Co. Experience June 2012 - July 2014
Job Associate at The Riverside Company
Industry Financial Services
Experience
The Riverside Company August 2014 - Present
Lazard Frères & Co. June 2012 - July 2014
Lazard Frères & Co. May 2011 - July 2011
The Yuba Group January 2011 - May 2011
Yahoo! May 2010 - August 2010
Skills
Financial Modeling, Leadership, Valuation, Financial Analysis, Corporate Finance, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Market Research, Private Equity, Due Diligence, LBO, Corporate Strategy, Business Intelligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Minor in Global Poverty & Practice
The Riverside Company August 2014 - Present
Lazard Frères & Co. June 2012 - July 2014
Lazard Frères & Co. May 2011 - July 2011
The Yuba Group January 2011 - May 2011
Yahoo! May 2010 - August 2010
Skills
Financial Modeling, Leadership, Valuation, Financial Analysis, Corporate Finance, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Market Research, Private Equity, Due Diligence, LBO, Corporate Strategy, Business Intelligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration; Minor in Global Poverty & Practice
Victor Yang's Lazard Frères & Co. Experience June 2014 - August 2014
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. June 2014 - August 2014
W Partners Group LLC June 2013 - September 2013
DelMorgan & Co. January 2013 - May 2013
ATMA Capital December 2011 - December 2012
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics, Accounting
Leland High School
Lazard Frères & Co. June 2014 - August 2014
W Partners Group LLC June 2013 - September 2013
DelMorgan & Co. January 2013 - May 2013
ATMA Capital December 2011 - December 2012
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics, Accounting
Leland High School
Denver Rayburn Denver Rayburn's Lazard Frères & Co. Experience June 2015 - Present
Job Mergers & Acquisitions Analyst at Lazard Frères & Co.
Industry Investment Banking
Experience
Lazard Frères & Co. June 2015 - Present
PosterStitch.com September 2013 - June 2015
Lazard Frères & Co. May 2014 - August 2014
Skills
Financial Analysis, Valuation, Financial Modeling, Public Speaking, Microsoft Excel, Mergers & Acquisitions, Investment Banking, JavaScript, PHP, Microsoft Office, PowerPoint, VBScript, Programming, Equities
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
Universidad de Salamanca 2012 — 2012
Spanish Language - Nivel Avanzado, Linguistics and Literature
Lazard Frères & Co. June 2015 - Present
PosterStitch.com September 2013 - June 2015
Lazard Frères & Co. May 2014 - August 2014
Skills
Financial Analysis, Valuation, Financial Modeling, Public Speaking, Microsoft Excel, Mergers & Acquisitions, Investment Banking, JavaScript, PHP, Microsoft Office, PowerPoint, VBScript, Programming, Equities
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance and Accounting
Universidad de Salamanca 2012 — 2012
Spanish Language - Nivel Avanzado, Linguistics and Literature
Brian Berger's Lazard Frères & Co. Experience June 2014 - Present
Job Analyst at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. June 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
Goizueta Business School January 2012 - May 2013
Alvarez & Marsal May 2012 - July 2012
Skills
Microsoft Excel, Financial Modeling, Due Diligence, Valuation, Investment Banking, Finance, Mentoring
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Strategy
Lazard Frères & Co. June 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
Goizueta Business School January 2012 - May 2013
Alvarez & Marsal May 2012 - July 2012
Skills
Microsoft Excel, Financial Modeling, Due Diligence, Valuation, Investment Banking, Finance, Mentoring
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Strategy
Rachit Joshi's Lazard Frères & Co. Experience June 2012 - August 2013
Job Associate at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group July 2015 - Present
Barclays September 2013 - June 2015
Lazard Frères & Co. June 2012 - August 2013
University of Illinois at Urbana-Champaign August 2011 - December 2011
Lazard Frères & Co. May 2011 - September 2011
TTK Partners, LLC May 2010 - August 2010
Midstate Collection Solutions August 2009 - December 2009
Abbott Laboratories May 2009 - August 2009
Dash Management 2008 - 2009
Skills
Mergers, Excel, Valuation, Bloomberg, Financial Modeling, Restructuring, Corporate Finance, Mergers & Acquisitions, Internal Controls, Financial Analysis, Accounting, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters in Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance & Accounting
Buffalo Grove High School
Symphony Technology Group July 2015 - Present
Barclays September 2013 - June 2015
Lazard Frères & Co. June 2012 - August 2013
University of Illinois at Urbana-Champaign August 2011 - December 2011
Lazard Frères & Co. May 2011 - September 2011
TTK Partners, LLC May 2010 - August 2010
Midstate Collection Solutions August 2009 - December 2009
Abbott Laboratories May 2009 - August 2009
Dash Management 2008 - 2009
Skills
Mergers, Excel, Valuation, Bloomberg, Financial Modeling, Restructuring, Corporate Finance, Mergers & Acquisitions, Internal Controls, Financial Analysis, Accounting, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters in Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance & Accounting
Buffalo Grove High School
George Eremic George Eremic's Lazard Frères & Co. Experience 2010 - Present
Job Associate at Lazard Frères & Co.
Industry Investment Banking
Experience
Lazard Frères & Co. 2010 - Present
Deutsche Bank 2008 - 2009
Ernst & Young LLP Financial Services Advisory September 2003 - July 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Oberlin College 1999 — 2003
BA, Economics
Lazard Frères & Co. 2010 - Present
Deutsche Bank 2008 - 2009
Ernst & Young LLP Financial Services Advisory September 2003 - July 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Oberlin College 1999 — 2003
BA, Economics
Jeffrey Stine's Lazard Frères & Co. Experience August 2013 - Present
Job M&A and Strategic Advisory Associate at Lazard
Industry Financial Services
Experience
Lazard Frères & Co. August 2013 - Present
The University of Chicago Booth School of Business September 2011 - June 2013
Lazard June 2012 - August 2012
US Army May 2007 - May 2011
Skills
Financial Modeling, Valuation, Operational Planning, Cross-functional Team..., Military, Data Analysis, Corporate Finance, Financial Analysis, Economics, Due Diligence, Strategic Planning, Strategy, Project Management, Operations Management, Program Management, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics, Accounting
Virginia Polytechnic and State University 2003 — 2007
BS, Psychology, Leadership
Lazard Frères & Co. August 2013 - Present
The University of Chicago Booth School of Business September 2011 - June 2013
Lazard June 2012 - August 2012
US Army May 2007 - May 2011
Skills
Financial Modeling, Valuation, Operational Planning, Cross-functional Team..., Military, Data Analysis, Corporate Finance, Financial Analysis, Economics, Due Diligence, Strategic Planning, Strategy, Project Management, Operations Management, Program Management, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics, Accounting
Virginia Polytechnic and State University 2003 — 2007
BS, Psychology, Leadership
Jason Weinberger Jason Weinberger's Lazard Frères & Co. Experience May 2015 - Present
Job Incoming Investment Banking Analyst at Lazard Frères & Co.
Industry
Experience
Lazard Frères & Co. May 2015 - Present
Lazard May 2014 - July 2014
Emory Hedge Fund Competition August 2013 - May 2014
Associate Clinical Professor of Gastroenterology June 2013 - August 2013
Saint Barnabas Medical Center September 2007 - June 2011
Skills
PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office Excel, Microsoft Office Word, Computer Hardware, Organic Chemistry, Access, Microsoft Office..., Microsoft Office Access, Investment Banking, Private Equity, Data Analysis, Statistics, Microsoft Word
Education
Emory University - Goizueta Business School 2012 — 2015
Bachelor's degree, Business Administration and Management, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Finance (B.A.), Pre-Medical
Livingston High School 2007 — 2011
Lazard Frères & Co. May 2015 - Present
Lazard May 2014 - July 2014
Emory Hedge Fund Competition August 2013 - May 2014
Associate Clinical Professor of Gastroenterology June 2013 - August 2013
Saint Barnabas Medical Center September 2007 - June 2011
Skills
PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office Excel, Microsoft Office Word, Computer Hardware, Organic Chemistry, Access, Microsoft Office..., Microsoft Office Access, Investment Banking, Private Equity, Data Analysis, Statistics, Microsoft Word
Education
Emory University - Goizueta Business School 2012 — 2015
Bachelor's degree, Business Administration and Management, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Finance (B.A.), Pre-Medical
Livingston High School 2007 — 2011
Josh Araujo Josh Araujo's Lazard Frères & Co. Experience January 2011 - October 2014
Job Vice President at Jefferies
Industry Financial Services
Experience
Jefferies November 2014 - Present
Lazard Frères & Co. January 2011 - October 2014
Lazard Frères & Co. May 2010 - August 2010
US Marine Corps 2004 - 2009
US Marine Corps Reserve 1999 - 2004
Skills
Valuation, Financial Analysis, Security Clearance, Operational Planning, Cross-functional Team..., DoD, Program Management, Leadership, Strategy, Mergers & Acquisitions, Corporate Finance, Military, Financial Modeling, Process Improvement, Due Diligence, Risk Management, Analysis, Management, Military Operations, Project Management
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
Texas Tech University 1999 — 2004
BS, Mechanical Engineering
Jefferies November 2014 - Present
Lazard Frères & Co. January 2011 - October 2014
Lazard Frères & Co. May 2010 - August 2010
US Marine Corps 2004 - 2009
US Marine Corps Reserve 1999 - 2004
Skills
Valuation, Financial Analysis, Security Clearance, Operational Planning, Cross-functional Team..., DoD, Program Management, Leadership, Strategy, Mergers & Acquisitions, Corporate Finance, Military, Financial Modeling, Process Improvement, Due Diligence, Risk Management, Analysis, Management, Military Operations, Project Management
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
Texas Tech University 1999 — 2004
BS, Mechanical Engineering
Jason Chang Jason Chang's Lazard Frères & Co. Experience June 2013 - December 2014
Job Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company January 2015 - Present
Lazard Frères & Co. June 2013 - December 2014
Education
Washington University in St. Louis 2009 — 2013
BSBA, Finance, International Business, Accounting, Psychology
Cass Business School 2012 — 2012
BSBA (Semester Study Abroad), Finance
The Riverside Company January 2015 - Present
Lazard Frères & Co. June 2013 - December 2014
Education
Washington University in St. Louis 2009 — 2013
BSBA, Finance, International Business, Accounting, Psychology
Cass Business School 2012 — 2012
BSBA (Semester Study Abroad), Finance
Francisco Lume's Lazard Frères & Co. Experience 2006 - 2009
Job Director at Axia
Industry Financial Services
Experience
Axia Group 2015 - Present
Jefferies LLC 2009 - 2014
Lazard Frères & Co. 2006 - 2009
PicewaterhouseCoopers August 2004 - 2006
PwC Consulting 2000 - June 2002
Skills
Investment Banking, M&A experience, Private Equity, Private Placements, Restructuring, PIPEs, ECM, Latin America, Structured Products, DCM, EMEA, Emerging Markets, Special Situations, Valuation, Corporate Finance, Equity Capital Markets, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Yale School of Management 2002 — 2004
MBA
Faculdade de Engenharia da Universidade do Porto 1993 — 1998
Licenciatura, Industrial Engineering
Axia Group 2015 - Present
Jefferies LLC 2009 - 2014
Lazard Frères & Co. 2006 - 2009
PicewaterhouseCoopers August 2004 - 2006
PwC Consulting 2000 - June 2002
Skills
Investment Banking, M&A experience, Private Equity, Private Placements, Restructuring, PIPEs, ECM, Latin America, Structured Products, DCM, EMEA, Emerging Markets, Special Situations, Valuation, Corporate Finance, Equity Capital Markets, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Yale School of Management 2002 — 2004
MBA
Faculdade de Engenharia da Universidade do Porto 1993 — 1998
Licenciatura, Industrial Engineering
Arpan Patel's Lazard Frères & Co. Experience 1996 - 1996
Job
Industry Government Administration
Experience
Somat Engineering, Inc. June 2009 - Present
Vora, Gibbs, Patel & Associates LLC July 2003 - June 2009
eFrontiers Inc. 1999 - 2001
Credit Suisse First Boston Technology Group 1999 - 1999
Wasserstein Perella & Co. 1997 - 1999
Lazard Frères & Co. 1996 - 1996
Lehman Brothers 1992 - 1995
Somat Engineering, Inc. 1986 - 1989
Skills
New Business Development, IT Strategy, Corporate Finance, Mergers, Investments, Enterprise Software, Business Strategy, Corporate Development, Due Diligence, Portfolio Management, Business Development, Start-ups, Strategic Planning, Negotiation, Restructuring, Management Consulting, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Finance, Venture Capital, Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
The Johns Hopkins University 1988 — 1992
BA
Somat Engineering, Inc. June 2009 - Present
Vora, Gibbs, Patel & Associates LLC July 2003 - June 2009
eFrontiers Inc. 1999 - 2001
Credit Suisse First Boston Technology Group 1999 - 1999
Wasserstein Perella & Co. 1997 - 1999
Lazard Frères & Co. 1996 - 1996
Lehman Brothers 1992 - 1995
Somat Engineering, Inc. 1986 - 1989
Skills
New Business Development, IT Strategy, Corporate Finance, Mergers, Investments, Enterprise Software, Business Strategy, Corporate Development, Due Diligence, Portfolio Management, Business Development, Start-ups, Strategic Planning, Negotiation, Restructuring, Management Consulting, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Finance, Venture Capital, Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
The Johns Hopkins University 1988 — 1992
BA
Paul Mohme's Lazard Frères & Co. Experience 2000 - 2002
Job Corp Dev and Partnerships at BitTorrent
Industry Internet
Experience
BitTorrent, Inc. 2013 - 2015
Artillery Games, Inc. 2013 - 2013
Zynga July 2011 - November 2012
Zynga April 2010 - July 2011
iRhythm Technologies, Inc. 2008 - 2009
Harris Williams & Co. 2005 - 2008
Commercial RealInvestors 2002 - 2004
Lazard Frères & Co. 2000 - 2002
J.P. Morgan & Co. Incorporated 1997 - 2000
CIBC World Markets (fka CIBC Wood Gundy) 1993 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, General Management
University of California, Los Angeles
AB, Economics
BitTorrent, Inc. 2013 - 2015
Artillery Games, Inc. 2013 - 2013
Zynga July 2011 - November 2012
Zynga April 2010 - July 2011
iRhythm Technologies, Inc. 2008 - 2009
Harris Williams & Co. 2005 - 2008
Commercial RealInvestors 2002 - 2004
Lazard Frères & Co. 2000 - 2002
J.P. Morgan & Co. Incorporated 1997 - 2000
CIBC World Markets (fka CIBC Wood Gundy) 1993 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, General Management
University of California, Los Angeles
AB, Economics
Jerry Cain's Lazard Frères & Co. Experience June 2014 - Present
Job Director at Lazard Frères & Co.
Industry Financial Services
Experience
Lazard Frères & Co. June 2014 - Present
Harbert Management Corporation June 2011 - June 2014
Crossroad Capital Partners October 2007 - June 2011
RPM May 2006 - November 2007
Jerry Cain Corporation, LLC February 2002 - April 2006
Education
D'Amore-McKim School of Business - Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Roanoke College 1997 — 2002
B.S., International Relations
Lazard Frères & Co. June 2014 - Present
Harbert Management Corporation June 2011 - June 2014
Crossroad Capital Partners October 2007 - June 2011
RPM May 2006 - November 2007
Jerry Cain Corporation, LLC February 2002 - April 2006
Education
D'Amore-McKim School of Business - Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Roanoke College 1997 — 2002
B.S., International Relations
Edwin Day's Lazard Frères & Co. Experience July 2004 - July 2006
Job Managing Principal, DAYe Capital, LLC
Industry Investment Management
Experience
DAYe Capital, LLC May 2011 - Present
Electronic Arts, Mobile April 2010 - July 2013
Fox Filmed Entertainment July 2006 - April 2010
Lazard Frères & Co. July 2004 - July 2006
Skills
Corporate Development, Business Development, Strategy, Financial Modeling, Management, Start-ups, Mergers & Acquisitions, Finance, Investment Banking, Financial Analysis, Venture Capital, Strategic Partnerships, Competitive Analysis, Due Diligence, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
B.S., Business Administration
DAYe Capital, LLC May 2011 - Present
Electronic Arts, Mobile April 2010 - July 2013
Fox Filmed Entertainment July 2006 - April 2010
Lazard Frères & Co. July 2004 - July 2006
Skills
Corporate Development, Business Development, Strategy, Financial Modeling, Management, Start-ups, Mergers & Acquisitions, Finance, Investment Banking, Financial Analysis, Venture Capital, Strategic Partnerships, Competitive Analysis, Due Diligence, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
B.S., Business Administration
Santiago E. Núñez's Lazard Frères & Co. Experience June 2009 - June 2011
Job Director PWP Growth Equity
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners August 2015 - Present
Pressed Juicery June 2014 - August 2014
TPG Capital August 2011 - July 2013
Lazard Frères & Co. June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance; Management
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Perella Weinberg Partners August 2015 - Present
Pressed Juicery June 2014 - August 2014
TPG Capital August 2011 - July 2013
Lazard Frères & Co. June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance; Management
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Maxim M. Zhu's Lazard Frères & Co. Experience February 2013 - August 2014
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies October 2014 - Present
Lazard Frères & Co. February 2013 - August 2014
Boodell & Company Capital Management February 2012 - January 2013
DuPont June 2007 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Microsoft Excel, Analysis, Financial Modeling, Research, Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds
Education
Duke University
University of California, Santa Barbara
Jefferies October 2014 - Present
Lazard Frères & Co. February 2013 - August 2014
Boodell & Company Capital Management February 2012 - January 2013
DuPont June 2007 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Microsoft Excel, Analysis, Financial Modeling, Research, Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds
Education
Duke University
University of California, Santa Barbara
Andrew Appapillai's Lazard Frères & Co. Experience January 2014 - Present
Job Analyst, Lazard Frères & Co.
Industry Investment Banking
Experience
Lazard Frères & Co. January 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
New Century Capital Partners September 2012 - May 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - September 2012
First Advantage Litigation Consulting June 2008 - June 2011
AGS Specialists, LLC May 2006 - August 2006
Skills
Litigation Support, Excel, Litigation, Legal Technology, Mergers, Due Diligence, Data Analysis, Corporate Finance, Economics, Valuation, PowerPoint, Financial Modeling, Analysis, Microsoft Office, Microsoft Word, Capital IQ, Investment Banking, Mergers & Acquisitions, Financial Analysis, M&A experience, Private Equity, Venture Capital
Education
Claremont McKenna College 2004 — 2008
BA, Mathematics and Economics
Lazard Frères & Co. January 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
New Century Capital Partners September 2012 - May 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - September 2012
First Advantage Litigation Consulting June 2008 - June 2011
AGS Specialists, LLC May 2006 - August 2006
Skills
Litigation Support, Excel, Litigation, Legal Technology, Mergers, Due Diligence, Data Analysis, Corporate Finance, Economics, Valuation, PowerPoint, Financial Modeling, Analysis, Microsoft Office, Microsoft Word, Capital IQ, Investment Banking, Mergers & Acquisitions, Financial Analysis, M&A experience, Private Equity, Venture Capital
Education
Claremont McKenna College 2004 — 2008
BA, Mathematics and Economics
Patrick Fouhy's Lazard Frères & Co. Experience July 2012 - July 2015
Job Vice President, Technology M&A at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
Lazard Frères & Co. July 2012 - July 2015
Lazard Frères & Co. July 2011 - July 2012
Lazard Frères & Co. August 2010 - July 2011
Deutsche Bank Securities July 2009 - August 2010
Skills
Investment Banking
Education
Boston College 2005 — 2009
B.S., Management Science, magna cum laude (concentration in economics, history double major)
St. John's Preparatory School 2001 — 2005
Diploma
Lazard August 2015 - Present
Lazard Frères & Co. July 2012 - July 2015
Lazard Frères & Co. July 2011 - July 2012
Lazard Frères & Co. August 2010 - July 2011
Deutsche Bank Securities July 2009 - August 2010
Skills
Investment Banking
Education
Boston College 2005 — 2009
B.S., Management Science, magna cum laude (concentration in economics, history double major)
St. John's Preparatory School 2001 — 2005
Diploma
Jason Lee's Lazard Frères & Co. Experience 2010 - 2012
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners 2013 - Present
Centerview Partners 2012 - 2013
Lazard Frères & Co. 2010 - 2012
OSI Pharmaceuticals 2009 - 2009
Cedars-Sinai Medical Center 2004 - 2008
Skills
Medical Devices, Healthcare, Mergers & Acquisitions, Product Development, Business Development, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Capital Markets, Corporate Development, M&A experience
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of California, Los Angeles 1998 — 2002
BS
Centerview Partners 2013 - Present
Centerview Partners 2012 - 2013
Lazard Frères & Co. 2010 - 2012
OSI Pharmaceuticals 2009 - 2009
Cedars-Sinai Medical Center 2004 - 2008
Skills
Medical Devices, Healthcare, Mergers & Acquisitions, Product Development, Business Development, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Capital Markets, Corporate Development, M&A experience
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of California, Los Angeles 1998 — 2002
BS
Paul Wang's Lazard Frères & Co. Experience April 2015 - Present
Job Investment Banking Analyst at Lazard Frères & Co.
Industry Investment Banking
Experience
Lazard Frères & Co. April 2015 - Present
RBC Capital Markets October 2013 - March 2015
Citigroup June 2012 - March 2013
Deutsche Bank June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
UBS September 2009 - December 2009
Manhattan Association of REALTORS June 2009 - July 2009
Coldwell Banker February 2009 - June 2009
Skills
Investment Banking, Economics, Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Mergers & Acquisitions, Capital IQ, Capital Markets, M&A experience, Investments, Asset Management, Fixed Income, Private Equity, Bonds, Hedge Funds, Financial Risk, Due Diligence, Portfolio Management, IPO, Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
BA, Economics
New York University - Leonard N. Stern School of Business 2008 — 2009
Finance and International Business
Lazard Frères & Co. April 2015 - Present
RBC Capital Markets October 2013 - March 2015
Citigroup June 2012 - March 2013
Deutsche Bank June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
UBS September 2009 - December 2009
Manhattan Association of REALTORS June 2009 - July 2009
Coldwell Banker February 2009 - June 2009
Skills
Investment Banking, Economics, Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Mergers & Acquisitions, Capital IQ, Capital Markets, M&A experience, Investments, Asset Management, Fixed Income, Private Equity, Bonds, Hedge Funds, Financial Risk, Due Diligence, Portfolio Management, IPO, Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
BA, Economics
New York University - Leonard N. Stern School of Business 2008 — 2009
Finance and International Business
Frank Daily's Lazard Frères & Co. Experience March 2013 - Present
Job Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. March 2013 - Present
Lazard Frères & Co. June 2012 - August 2012
Neuberger Berman August 2008 - August 2011
Newport Global Advisors June 2006 - July 2008
Fayez Sarofim & Co. June 2004 - June 2006
Lincoln Capital Fixed Income Management March 2003 - May 2004
Harris Trust & Savings Bank 1999 - 2003
Education
Rice University 2011 — 2013
MBA, Jones Graduate School of Business
University of Notre Dame 1995 — 1999
BA, Government and Latin American Studies
Universidad Iberoamericana, Ciudad de México 1996 — 1997
Series 7,79
St. Thomas HS
Lazard Frères & Co. March 2013 - Present
Lazard Frères & Co. June 2012 - August 2012
Neuberger Berman August 2008 - August 2011
Newport Global Advisors June 2006 - July 2008
Fayez Sarofim & Co. June 2004 - June 2006
Lincoln Capital Fixed Income Management March 2003 - May 2004
Harris Trust & Savings Bank 1999 - 2003
Education
Rice University 2011 — 2013
MBA, Jones Graduate School of Business
University of Notre Dame 1995 — 1999
BA, Government and Latin American Studies
Universidad Iberoamericana, Ciudad de México 1996 — 1997
Series 7,79
St. Thomas HS
Ronald Serko's Lazard Frères & Co. Experience June 2012 - June 2014
Job Associate at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Special Situations Partners August 2014 - Present
Lazard Frères & Co. June 2012 - June 2014
TD Securities June 2011 - August 2011
Harvard Law Review February 2010 - February 2011
Stratton Capital Management June 2010 - August 2010
FX Concepts June 2009 - August 2009
Duane Morris LLP July 2007 - August 2008
Education
Harvard University 2008 — 2012
A.B.
Tenafly High School 2004 — 2008
TPG Special Situations Partners August 2014 - Present
Lazard Frères & Co. June 2012 - June 2014
TD Securities June 2011 - August 2011
Harvard Law Review February 2010 - February 2011
Stratton Capital Management June 2010 - August 2010
FX Concepts June 2009 - August 2009
Duane Morris LLP July 2007 - August 2008
Education
Harvard University 2008 — 2012
A.B.
Tenafly High School 2004 — 2008
Ishaan Jalan's Lazard Frères & Co. Experience June 2014 - Present
Job Analyst, Mergers & Acquisitions at Lazard Frères & Co.
Industry Investment Banking
Experience
Lazard Frères & Co. June 2014 - Present
Emory Entrepreneurship & Venture Management HackATL 2012 - 2014
Lazard Frères & Co. 2013 - 2013
TEDxEmory 2010 - 2013
J.P. Morgan 2012 - 2012
Education
Goizueta Business School, Emory University 2011 — 2013
Bachelor of Business Adminstration, Finance & Analytic Consulting
Emory University 2009 — 2013
Bachelor of Arts, Philosophy with Minors in Economics & Ethics
La Martiniere Calcutta 1993 — 2009
ICSE/ISC, ICSE - Science/Computers, ISC - Commerce/Economics
Lazard Frères & Co. June 2014 - Present
Emory Entrepreneurship & Venture Management HackATL 2012 - 2014
Lazard Frères & Co. 2013 - 2013
TEDxEmory 2010 - 2013
J.P. Morgan 2012 - 2012
Education
Goizueta Business School, Emory University 2011 — 2013
Bachelor of Business Adminstration, Finance & Analytic Consulting
Emory University 2009 — 2013
Bachelor of Arts, Philosophy with Minors in Economics & Ethics
La Martiniere Calcutta 1993 — 2009
ICSE/ISC, ICSE - Science/Computers, ISC - Commerce/Economics
Beau Brace's Lazard Frères & Co. Experience June 2013 - June 2015
Job Private Equity Associate at Sheridan Legacy Group
Industry Venture Capital & Private Equity
Experience
Sheridan Legacy Group July 2015 - Present
Lazard Frères & Co. June 2013 - June 2015
Lazard Frères & Co. May 2012 - July 2012
The Great Atlantic & Pacific Tea Company May 2011 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Regression Analysis, Restructuring, Strategic Planning, Corporate Finance, Bloomberg, Strategic Financial..., Due Diligence, DCF, Private Equity, Benchmarking, Compliance, Comps, Thought Leadership
Education
Cornell University 2011 — 2013
Bachelor of Science (B.S.) with Honors, Industrial and Labor Relations and Economics
Tufts University 2009 — 2011
The Lawrenceville School 2006 — 2009
High School Diploma
Sheridan Legacy Group July 2015 - Present
Lazard Frères & Co. June 2013 - June 2015
Lazard Frères & Co. May 2012 - July 2012
The Great Atlantic & Pacific Tea Company May 2011 - August 2011
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Regression Analysis, Restructuring, Strategic Planning, Corporate Finance, Bloomberg, Strategic Financial..., Due Diligence, DCF, Private Equity, Benchmarking, Compliance, Comps, Thought Leadership
Education
Cornell University 2011 — 2013
Bachelor of Science (B.S.) with Honors, Industrial and Labor Relations and Economics
Tufts University 2009 — 2011
The Lawrenceville School 2006 — 2009
High School Diploma
Nick Laster's Lazard Frères & Co. Experience February 2013 - March 2015
Job Investment Analyst at Undisclosed Large Hedge Fund
Industry Investment Management
Experience
Undisclosed Large Hedge Fund April 2015 - Present
Lazard Frères & Co. February 2013 - March 2015
Morgan Stanley 2012 - 2012
Morgan Stanley June 2011 - August 2011
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Phillips Exeter Academy 2006 — 2008
Undisclosed Large Hedge Fund April 2015 - Present
Lazard Frères & Co. February 2013 - March 2015
Morgan Stanley 2012 - 2012
Morgan Stanley June 2011 - August 2011
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Phillips Exeter Academy 2006 — 2008
Richard NeJame's Lazard Frères & Co. Experience July 1999 - March 2007
Job
Industry Financial Services
Experience
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Joy Chen's Lazard Frères & Co. Experience May 2014 - July 2014
Job Investment Banking Analyst, Lazard
Industry Financial Services
Experience
Lazard Frères & Co. May 2014 - July 2014
Education
University of California, Berkeley 2011 — 2015
Lazard Frères & Co. May 2014 - July 2014
Education
University of California, Berkeley 2011 — 2015
Matthew L. Schorr's Lazard Frères & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. June 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
Committee on Armed Services, U.S. House of Representatives June 2012 - August 2012
Trellus Management Company, LLC June 2011 - August 2011
Education
Duke University 2010 — 2014
B.A., History, French & European Studies
The Dalton School 2006 — 2010
Lazard Frères & Co. June 2014 - Present
Lazard Frères & Co. May 2013 - July 2013
Committee on Armed Services, U.S. House of Representatives June 2012 - August 2012
Trellus Management Company, LLC June 2011 - August 2011
Education
Duke University 2010 — 2014
B.A., History, French & European Studies
The Dalton School 2006 — 2010
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management