Liberty Square Asset Management
Address: 24 Federal St, Boston, MA 02110 Phone: (617) 747-7700Place name: : : : : : Website: Category: : Own this business?
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Liberty Square Asset Management Employees
Grantham, Mayo, Van Otterloo & co November 2011 - Present
Liberty Square Asset Management October 1998 - Present
Skills
Hedge Funds, Private Equity, Asset Management, Equities, Portfolio Management, Investment Management
Education
Fairfield University 1982 — 1984
Master of Science (MS), Finance, General
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General, Psychology
Harvard Pilgrim August 2014 - Present
State Street Alternative Investment Solutions August 2013 - July 2014
Liberty Square Asset Management May 2009 - February 2013
Citi July 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Georgia O'Keeffe Museum May 2013 - Present
Georgia O'Keeffe Museum January 2012 - Present
Liberty Square Asset Management October 2005 - January 2012
FilesX, Inc. September 2004 - September 2005
Welsh Consulting September 1999 - September 2004
Skills
Strategic Planning, System Administration, Program Management, Networking, IT Management, Virtualization, Disaster Recovery, Windows, Cloud Computing, Information Technology, Integration, Information Architecture, Storage, Security, Troubleshooting, HTML, Network Security, VMware, Research, Data Center, IT Strategy, Social Media, Architecture, Microsoft Office, Computer Network..., Cisco Technologies
Education
University of New Meixco 2011 — 2013
MBA
Brown University 1995 — 1999
ScB, Electrical Engineering
Commonwealth Strategies Group June 2014 - Present
Liberty Square Asset Management April 2012 - April 2014
O'Neill and Associates 2010 - 2012
O'Neill and Associates 2003 - 2010
Brandon Associates 2002 - 2003
Sapient 1999 - 2001
Massachusetts House of Representatives 1997 - 1999
Skills
Public Affairs, Business Development, Consultant Relations, Relationship Management, Governemnt Relations, Lobbying
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Suffolk University Law School 1992 — 1995
JD
University of Massachusetts, Amherst 1986 — 1990
BS
Framingham, MA Public Schools
Deseret Digital Media April 2014 - Present
Rakuten MediaForge May 2013 - April 2014
Invesco Ltd. December 2010 - January 2013
Liberty Square Asset Management May 2009 - September 2009
Columbia Management 2005 - 2008
Mizuho Securities / Reed Global Advisors 2002 - 2005
Union Bank of California 2001 - 2002
Skills
Financial Modeling, Credit, Investments, Asset Management, Equities, Investor Relations, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Equity Research, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Hedge Funds, Management, Alternative Investments, Research, DCF, Asset Allocation, Capital Markets, Equity Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Masters, Business
Assette November 2013 - Present
NEACOL New England Association for Colombian Children September 2014 - Present
ALPFA Boston December 2013 - Present
Liberty Square Asset Management January 2010 - October 2013
T.B.B. Symposiums June 2012 - June 2013
Imaginatik 2008 - 2009
Clear Channel Radio January 2006 - May 2008
University of New Hampshire September 2002 - May 2006
Skills
Public Relations, Advertising, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Photoshop, Workshop Facilitation, Television, Microsoft Publisher, Financial Services, Event Planning, Competitive Analysis, Video, Facebook, Social Media, Social Networking, Social Media Marketing, Press Releases, Sales, New Business Development, Marketing Communications, Editing, SEO, Account Management, Project Management, Marketing Strategy, Leadership, Public Speaking, Recruiting, Salesforce.com, Event Management, CRM, Business Development, Online Advertising, Strategic Partnerships, Email Marketing, Strategy, Blogging, Creative Direction, Content Strategy, Lead Generation, Digital Media, Brand Development, Digital Marketing, Media Relations, Online Marketing, Brand Management, Market Research
Education
University of New Hampshire
Bachelor's Degree
Matrix Financial, LLC June 2014 - Present
WeiserMazars LLP November 2011 - June 2014
FGMK, LLC November 2009 - November 2011
Matrix Financial LLC May 2004 - August 2009
Liberty Square Asset Management May 2007 - August 2007
Skills
Tax, Accounting, QuickBooks, Tax Returns, Bookkeeping, Financial Statements, Auditing, Microsoft Excel, Finance, Microsoft Office
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Accounting, Operations
State Street Bank June 2009 - Present
ABN AMRO August 2005 - August 2006
Liberty Square Asset Management May 1998 - May 2005
Skills
Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Fixed Income, Investments, Bloomberg, Financial Modeling, Mutual Funds
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2009
M.A., International Business and International Political Economy
Tufts University 1994 — 1998
B.A., Economics and International Relations
W.E. Donoghue & Co., Inc. June 2014 - Present
Liberty Square Asset Management December 2008 - October 2013
Liberty Square Asset Management May 2004 - December 2008
BISYS Hedge Fund Services, Inc. September 2003 - May 2004
State Street Bank January 2001 - June 2001
Skills
Hedge Funds, Bloomberg, Equities, Securities, Asset Managment, Investments, Derivatives, Financial Markets, Trading, Strategy, Asset Management, Portfolio Management, Fund Accounting, Middle Office, Investment Management, FX Options, Fixed Income
Education
Northeastern University 1998 — 2003
BS, Finance & Entrepreneurship
EisnerAmper LLP December 2014 - Present
Deloitte August 2009 - December 2014
SMART Business Advisory and Consulting November 2008 - July 2009
EY July 2005 - November 2008
Deloitte October 2003 - July 2005
Liberty Square Asset Management 2001 - 2001
Skills
Accounting
Education
Northeastern University 2003 — 2005
Master's Degree, Taxation
Northeastern University 1998 — 2003
Bachelor's Degree, Dual Major in Accounting and Finance
Liberty Square Asset Management February 2007 - February 2014
Marblehead Public Schools March 2004 - August 2006
Lynn Public Schools June 1999 - March 2004
Lynn Public Schools September 1995 - June 1999
Skills
Management, Public Speaking, Marketing, Customer Service, Outlook, Training, Research, Fundraising, Event Planning, Nonprofits, Microsoft Office, Social Media, PowerPoint, Editing, Social Networking, Teaching
Education
Boston College
AB, Spanish
Simmons College
MAT, Education
UBS April 2014 - Present
Morgan Stanley March 2012 - April 2014
Fidelity Management and Research Company August 2010 - March 2012
Liberty Square Asset Management May 2009 - August 2009
Skills
Equities, Equity Research, Trading, Financial Modeling, Bloomberg Terminal, Salesforce.com, Financial Analysis
Education
Union College 2006 — 2010
BA, Psychology and Economics
Polaris Capital Management, LLC January 2014 - Present
Liberty Square Asset Management January 2007 - 2013
Brait Specialized Funds January 2002 - December 2006
Equinox Holdings January 1998 - December 2001
Coronation Securities 1996 - 1997
FirstCorp Merchant Bank January 1994 - December 1995
Skills
Asset Managment, Securities, Mutual Funds, Financial Analysis, Capital Markets, Equities, Series 7, Hedge Funds, Emerging Markets, Portfolio Management, Trading, Financial Markets, Due Diligence, Asset Allocation, Investment Management, Investment Strategies, Venture Capital, Private Equity, Investments, Investment Banking, Wealth Management, Asset Management, Derivatives, Business Strategy, Alternative Investments, Financial Modeling, Valuation, Investment Advisory, Equity Research, Fixed Income, Corporate Finance, Bloomberg, Risk Management
Education
University of Notre Dame - Mendoza College of Business 1993 — 1994
MBA, Finance & International Business, Magna Cum Laude
Middlebury College 1988 — 1992
BA, History
Milton Academy 1984 — 1988
Bellecapital International AG April 2015 - June 2015
MARATHON ASSET MANAGEMENT LLP November 2014 - November 2014
EFG Asset Management November 2013 - May 2014
Liberty Square Asset Management August 2012 - September 2012
Cambridge University Finance and Investment Club October 2011 - June 2012
The Office of Senator Sheldon Whitehouse August 2011 - September 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Stata, Leadership, Data Analysis, Editing, Financial Analysis, Business Strategy, Teamwork, Market Research, Social Media, International Relations, Politics, Analysis, Project Management, Qualitative Research, Strategy, Politics of China, Politics of Southeast..., Comparative Politics, US Politics
Education
University of Cambridge 2010 — 2013
Bachelor of Arts (BA Honors), Politics, Psychology and Sociology
St. Paul's School, Concord, NH, USA 2006 — 2010
Graduated with Honors (Magna Cum Laude with Distinction in Humanities)
Eton College, Windsor, UK 2010 — 2010
St. Paul's School - Eton College Mayflower Ambassador Scholarship
Beijing Language and Culture University, Beijing, People's Republic of China 2009 — 2009
Intensive Mandarin Chinese Study while living with host families in Beijing
The Fenn School, Concord, MA, USA 2003 — 2006
Graduated with Honors
The Peck School, Morristown, NJ, USA 1999 — 2003
The Buckley School, New York, NY, USA 1996 — 1999
Liberty Square Asset Management 2010 - 2014
Liberty Square Asset Management 2006 - 2010
J.P. Morgan Hedge Fund Services January 2005 - March 2006
BISYS Hedge Fund Services June 2001 - December 2004
Skills
Hedge Funds, Asset Management, Bloomberg, Portfolio Management, Equities, Alternative Investments, Investments, Financial Services, Trading Systems, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Fixed Income, Mutual Funds, Securities
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General