Liberty Ridge Capital
Industry: Company
DescriptionFounded: 1982 Subsidiary: Pilgrim Baxter Value Investors, Inc
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Liberty Ridge Capital Employees
Employee
Years
Job
Industry
Alex Scherer, CFA Alex Scherer, CFA's Liberty Ridge Capital Experience August 2005 - March 2009
Job Associate Advisor at The Motley Fool
Industry Investment Management
Experience
The Motley Fool April 2009 - Present
Liberty Ridge Capital August 2005 - March 2009
Citigroup July 2001 - June 2005
Cambridge Associates January 1999 - June 2001
Skills
CFA charterholder, Equity Research, Asset Allocation, Equities, Valuation, Portfolio Management, Investment Management, Finance, Equity Valuation, Investments, Asset Management, Chartered Financial..., Securities, Financial Analysis, Mutual Funds, Investment Strategies
Education
Georgetown University 1995 — 1999
BA, Economics
Pine Crest School 1983 — 1995
The Motley Fool April 2009 - Present
Liberty Ridge Capital August 2005 - March 2009
Citigroup July 2001 - June 2005
Cambridge Associates January 1999 - June 2001
Skills
CFA charterholder, Equity Research, Asset Allocation, Equities, Valuation, Portfolio Management, Investment Management, Finance, Equity Valuation, Investments, Asset Management, Chartered Financial..., Securities, Financial Analysis, Mutual Funds, Investment Strategies
Education
Georgetown University 1995 — 1999
BA, Economics
Pine Crest School 1983 — 1995
Jeanne Balent Jeanne Balent's Liberty Ridge Capital Experience January 1998 - January 2005
Job Project Manager
Industry Financial Services
Experience
Title365 June 2015 - Present
ServiceLink, A Black Knight Financial Services Company December 2011 - November 2014
CVS Caremark January 2009 - May 2011
Vanguard September 2005 - April 2007
Pilgrim Baxter & Associates June 1998 - September 2005
Liberty Ridge Capital January 1998 - January 2005
Sherwin-Williams January 1997 - January 1998
Innovest Advisors January 1994 - January 1997
Stadtlanders Drug Co. June 1987 - April 1994
Skills
Direct Mail, Project Management, Account Management, Marketing, Process Improvement, Budgets, Strategic Planning, Marketing Communications, Microsoft Office, Customer Service, Social Media, Management
Education
Robert Morris University 1989 — 1993
B.S, Business Administration, Finance
Title365 June 2015 - Present
ServiceLink, A Black Knight Financial Services Company December 2011 - November 2014
CVS Caremark January 2009 - May 2011
Vanguard September 2005 - April 2007
Pilgrim Baxter & Associates June 1998 - September 2005
Liberty Ridge Capital January 1998 - January 2005
Sherwin-Williams January 1997 - January 1998
Innovest Advisors January 1994 - January 1997
Stadtlanders Drug Co. June 1987 - April 1994
Skills
Direct Mail, Project Management, Account Management, Marketing, Process Improvement, Budgets, Strategic Planning, Marketing Communications, Microsoft Office, Customer Service, Social Media, Management
Education
Robert Morris University 1989 — 1993
B.S, Business Administration, Finance
Kathryn Sussman Kathryn Sussman's Liberty Ridge Capital Experience April 2003 - May 2005
Job Financial Reporting Manager at SEI
Industry Financial Services
Experience
SEI December 2013 - Present
SEI May 2005 - December 2013
Liberty Ridge Capital April 2003 - May 2005
PBHG February 1999 - April 2003
Skills
Financial Reporting, Mutual Funds, Equities, Securities, Fund Administration, Hedge Funds, Derivatives, Investments, Management, SEC filings, Confluence, Bloomberg, Alternative Investments, Microsoft Office, Fund Of Funds, Leadership, Vendor Management Skills, Financial Statements, Offshore Outsourcing
Education
Gwynedd-Mercy College
Finance, General
SEI December 2013 - Present
SEI May 2005 - December 2013
Liberty Ridge Capital April 2003 - May 2005
PBHG February 1999 - April 2003
Skills
Financial Reporting, Mutual Funds, Equities, Securities, Fund Administration, Hedge Funds, Derivatives, Investments, Management, SEC filings, Confluence, Bloomberg, Alternative Investments, Microsoft Office, Fund Of Funds, Leadership, Vendor Management Skills, Financial Statements, Offshore Outsourcing
Education
Gwynedd-Mercy College
Finance, General
Brian Dillon Brian Dillon's Liberty Ridge Capital Experience October 2004 - December 2005
Job Chief Risk and Compliance Officer at OMAM (Old Mutual Asset Management)
Industry Investment Management
Experience
Old Mutual Asset Management November 2008 - Present
Old Mutual Asset Management December 2005 - November 2008
Liberty Ridge Capital October 2004 - December 2005
Old Mutual Advisor Funds / PBHG Funds 2001 - 2005
Pilgrim Baxter & Associates April 2001 - October 2004
Delaware Investments, a member of the Macquarie Group September 1995 - April 2001
Corestates Financial Corp / Philadelphia National Bank November 1988 - August 1995
Federal Energy Regulatory Commission 1985 - 1988
Education
University of Scranton 1981 — 1985
BS, Accounting
Old Mutual Asset Management November 2008 - Present
Old Mutual Asset Management December 2005 - November 2008
Liberty Ridge Capital October 2004 - December 2005
Old Mutual Advisor Funds / PBHG Funds 2001 - 2005
Pilgrim Baxter & Associates April 2001 - October 2004
Delaware Investments, a member of the Macquarie Group September 1995 - April 2001
Corestates Financial Corp / Philadelphia National Bank November 1988 - August 1995
Federal Energy Regulatory Commission 1985 - 1988
Education
University of Scranton 1981 — 1985
BS, Accounting
Tracy Marrocco Tracy Marrocco's Liberty Ridge Capital Experience 2002 - 2005
Job Marketing executive with extensive financial services experience and topnotch creative, analytical and editorial skills
Industry Financial Services
Experience
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
Stephen Wellman Stephen Wellman's Liberty Ridge Capital Experience 2006 - 2009
Job Chief Compliance Officer and Chief Operating Officer
Industry Investment Management
Experience
Echo Point Investment Management 2010 - March 2014
DundeeWealth US 2010 - 2010
Brennan Investment Partners LLC 2009 - 2010
Liberty Ridge Capital 2006 - 2009
Pilgrim Baxter & Associates 2001 - 2005
Pilgrim Baxter & Associates 1993 - 2000
CMS Companies 1989 - 1993
Deloitte 1985 - 1989
Commonwealth Land Title Insurance (a subsidiary of Reliance Insurance Company) 1983 - 1984
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Management, Investments, Private Equity, Series 7, Change Management, Asset Management, Due Diligence, Strategy, Compliance, Risk Management, Valuation, Finance, Exceptional People..., Strategic Human..., Team Leadership, Capital Markets, Strategic Planning, Management, Trading, Start-ups, Operations Management, Equity Trading, Financial Reporting
Education
Drexel University - LeBow College of Business 1990 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1982 — 1985
BS, Accounting
Echo Point Investment Management 2010 - March 2014
DundeeWealth US 2010 - 2010
Brennan Investment Partners LLC 2009 - 2010
Liberty Ridge Capital 2006 - 2009
Pilgrim Baxter & Associates 2001 - 2005
Pilgrim Baxter & Associates 1993 - 2000
CMS Companies 1989 - 1993
Deloitte 1985 - 1989
Commonwealth Land Title Insurance (a subsidiary of Reliance Insurance Company) 1983 - 1984
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Investment Management, Investments, Private Equity, Series 7, Change Management, Asset Management, Due Diligence, Strategy, Compliance, Risk Management, Valuation, Finance, Exceptional People..., Strategic Human..., Team Leadership, Capital Markets, Strategic Planning, Management, Trading, Start-ups, Operations Management, Equity Trading, Financial Reporting
Education
Drexel University - LeBow College of Business 1990 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1982 — 1985
BS, Accounting
James Tinneny James Tinneny's Liberty Ridge Capital Experience 1998 - 1999
Job Digital Content Manager / Marketing & Internal Communications / Writer / Editor
Industry Marketing and Advertising
Experience
Vanguard November 2013 - Present
Randstad March 2013 - November 2013
ING U.S. January 1999 - January 2013
Liberty Ridge Capital 1998 - 1999
APBA International 1994 - 1998
Vanguard 1989 - 1994
Pfizer 1988 - 1989
Main Line Media News 1985 - 1988
WRTI 1985 - 1988
Skills
Marketing Communications, Business Relationship..., Web Analytics, Dealing with Ambiguity, Search Engine..., Strategic Planning, Collaborative Problem..., Internal Communications, Diversity & Inclusion, Investment..., Web Services, Volunteer Leadership, Multicultural, Branding Initiatives, Project Management, Team-oriented, Customer Experience, Product Management, ALPFA, Budget Allocation, Virtual Teams, Google Analytics, Volunteer Engagement, Corporate Communications, Domain Name Registration, Business Intelligence, Corporate Social..., Mutual Funds, Annuities, Life Insurance, Retirement Plans, Metrics Analysis, Business Analysis, Vendor Management, Customer Intelligence, Intellectual Property, Resource Efficiency, Linking Agreements, Six Sigma, FINRA, Series 6, Series 63, OpinionLab, NetInsight, Microsoft Office, WebSphere Portal, Spanish, Italian, SEO, Management
Education
Temple University 1984 — 1988
Bachelor of Arts (BA), Journalism, Economics, Psychology, 3.8
Cabrini College 2004 — 2006
Master of Science (M.S.), Organization Leadership, 4.0
Pennsylvania State University-Great Valley Graduate Center 1993 — 1994
Master of Business Administration (MBA) coursework, Business Administration and Management, General, 4.0
Vanguard November 2013 - Present
Randstad March 2013 - November 2013
ING U.S. January 1999 - January 2013
Liberty Ridge Capital 1998 - 1999
APBA International 1994 - 1998
Vanguard 1989 - 1994
Pfizer 1988 - 1989
Main Line Media News 1985 - 1988
WRTI 1985 - 1988
Skills
Marketing Communications, Business Relationship..., Web Analytics, Dealing with Ambiguity, Search Engine..., Strategic Planning, Collaborative Problem..., Internal Communications, Diversity & Inclusion, Investment..., Web Services, Volunteer Leadership, Multicultural, Branding Initiatives, Project Management, Team-oriented, Customer Experience, Product Management, ALPFA, Budget Allocation, Virtual Teams, Google Analytics, Volunteer Engagement, Corporate Communications, Domain Name Registration, Business Intelligence, Corporate Social..., Mutual Funds, Annuities, Life Insurance, Retirement Plans, Metrics Analysis, Business Analysis, Vendor Management, Customer Intelligence, Intellectual Property, Resource Efficiency, Linking Agreements, Six Sigma, FINRA, Series 6, Series 63, OpinionLab, NetInsight, Microsoft Office, WebSphere Portal, Spanish, Italian, SEO, Management
Education
Temple University 1984 — 1988
Bachelor of Arts (BA), Journalism, Economics, Psychology, 3.8
Cabrini College 2004 — 2006
Master of Science (M.S.), Organization Leadership, 4.0
Pennsylvania State University-Great Valley Graduate Center 1993 — 1994
Master of Business Administration (MBA) coursework, Business Administration and Management, General, 4.0
Adam Werner Adam Werner's Liberty Ridge Capital Experience April 2000 - October 2005
Job
Industry Information Technology and Services
Experience
Castellan Technologies LLC August 2007 - Present
Ceridian 2009 - 2009
Microsoft October 2008 - December 2008
Claimant Management Systems September 2007 - September 2008
The Cadient Group January 2006 - September 2007
Stark Technical Group November 2005 - December 2005
Liberty Ridge Capital April 2000 - October 2005
Pilgrim Baxter 2000 - 2005
First Consulting Group May 1999 - April 2000
Naviant Technology Solutions July 1998 - April 1999
Skills
Web Applications, .NET, Silverlight, Software Development, Vendor Management, JavaScript, Strategic Planning, CSS, C#, ASP.NET, VBScript, Microsoft SQL Server, Mobile Applications, ASP, Scrum, XML, Enterprise Software, AJAX, Visual Basic, Agile Methodologies, Project Management, SDLC, Oracle, Analysis, Management, Business Analysis, SQL, HTML, Microsoft Technologies, Budgets, Strategy, SharePoint, Visual Studio, Software Project...
Education
The Pennsylvania State University 1993 — 1998
Bachelor of Science
Castellan Technologies LLC August 2007 - Present
Ceridian 2009 - 2009
Microsoft October 2008 - December 2008
Claimant Management Systems September 2007 - September 2008
The Cadient Group January 2006 - September 2007
Stark Technical Group November 2005 - December 2005
Liberty Ridge Capital April 2000 - October 2005
Pilgrim Baxter 2000 - 2005
First Consulting Group May 1999 - April 2000
Naviant Technology Solutions July 1998 - April 1999
Skills
Web Applications, .NET, Silverlight, Software Development, Vendor Management, JavaScript, Strategic Planning, CSS, C#, ASP.NET, VBScript, Microsoft SQL Server, Mobile Applications, ASP, Scrum, XML, Enterprise Software, AJAX, Visual Basic, Agile Methodologies, Project Management, SDLC, Oracle, Analysis, Management, Business Analysis, SQL, HTML, Microsoft Technologies, Budgets, Strategy, SharePoint, Visual Studio, Software Project...
Education
The Pennsylvania State University 1993 — 1998
Bachelor of Science
Sameena Elkhashab's Liberty Ridge Capital Experience 1998 - 2004
Job ParaEducator at Overbrook School for the Blind
Industry Consumer Services
Experience
Overbrook School for the Blind June 2014 - Present
Liberty Ridge Capital 1998 - 2004
Skills
Networking, Business Planning, Event Planning, Special Education, Social Justice, Marketing, Public Speaking, Social Networking, Customer Service, Management, Social Media, Teaching, Entrepreneurship, Team Building, Public Relations, Microsoft Office, Social Media Marketing, Research
Education
Delaware County Community College 2014 — 2016
Associate of Arts (A.A.), Social Work
Temple University 1990 — 1995
Biology, General
Overbrook School for the Blind June 2014 - Present
Liberty Ridge Capital 1998 - 2004
Skills
Networking, Business Planning, Event Planning, Special Education, Social Justice, Marketing, Public Speaking, Social Networking, Customer Service, Management, Social Media, Teaching, Entrepreneurship, Team Building, Public Relations, Microsoft Office, Social Media Marketing, Research
Education
Delaware County Community College 2014 — 2016
Associate of Arts (A.A.), Social Work
Temple University 1990 — 1995
Biology, General
Steve Panner's Liberty Ridge Capital Experience January 2000 - June 2005
Job Compliance Officer at SEI
Industry Investment Management
Experience
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY