Liberty Square Asset Management

Description

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

Employee
Years
Job
Industry
Margaret McGetrick Margaret McGetrick Greater New York City Area Details
Margaret McGetrick's Liberty Square Asset Management Experience October 1998 - Present
Job Founding Partner, Liberty Square Asset Mgt & Member of Board of Directors at Grantham, Mayo, Van Otterloo & co
Industry Investment Management
Experience
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

Jamie Morocco Jamie Morocco East Bridgewater, Massachusetts Details
Jamie Morocco's Liberty Square Asset Management Experience May 2009 - February 2013
Job Harvard Pilgrim Health Care
Industry Accounting
Experience
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

Ben Finberg Ben Finberg Santa Fe, New Mexico Details
Ben Finberg's Liberty Square Asset Management Experience October 2005 - January 2012
Job Director of IT and Operations at Georgia O'Keeffe Museum
Industry Museums and Institutions
Experience
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

Gary Murad Gary Murad Boston, Massachusetts Details
Gary Murad's Liberty Square Asset Management Experience April 2012 - April 2014
Job Founder and President at Commonwealth Strategies Group
Industry Investment Management
Experience
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

Matt Neal Matt Neal Greater Salt Lake City Area Details
Matt Neal's Liberty Square Asset Management Experience May 2009 - September 2009
Job Analytics Manager at Deseret Digital Media
Industry Investment Management
Experience
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

Paula A. Garcia Paula A. Garcia Boston, Massachusetts Details
Paula A. Garcia's Liberty Square Asset Management Experience January 2010 - October 2013
Job Marketing Manager at Assette, VP of Marketing at ALPFA Boston
Industry Financial Services
Experience
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

Benjamin Solon Benjamin Solon Greater Boston Area Details
Benjamin Solon's Liberty Square Asset Management Experience May 2007 - August 2007
Job Senior Tax Accountant at Matrix Financial, LLC
Industry Accounting
Experience
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

Talinn Demirjian Talinn Demirjian Greater Boston Area Details
Talinn Demirjian's Liberty Square Asset Management Experience May 1998 - May 2005
Job Vice President, Sovereign Risk at State Street Bank
Industry Financial Services
Experience
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

Rick Molari Rick Molari Greater Boston Area Details
Rick Molari's Liberty Square Asset Management Experience December 2008 - October 2013
Job Director of Trading & Operations
Industry Financial Services
Experience
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

Clayton Ward III CPA Clayton Ward III CPA Philadelphia, Pennsylvania Details
Clayton Ward III CPA's Liberty Square Asset Management Experience 2001 - 2001
Job Tax Manager
Industry Accounting
Experience
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

Kate Kane Kate Kane Boston, Massachusetts Details
Kate Kane's Liberty Square Asset Management Experience February 2007 - February 2014
Job Educator (bilingual Eng/Span) ELL Specialist
Industry Education Management
Experience
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

Tim Furcillo Tim Furcillo Boston, Massachusetts Details
Tim Furcillo's Liberty Square Asset Management Experience May 2009 - August 2009
Job Associate Director UBS
Industry Financial Services
Experience
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

Jason Crawshaw Jason Crawshaw Greater Boston Area Details
Jason Crawshaw's Liberty Square Asset Management Experience January 2007 - 2013
Job Investment Professional
Industry Investment Management
Experience
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

Alastair Norton Alastair Norton Greater Boston Area Details
Alastair Norton's Liberty Square Asset Management Experience August 2012 - September 2012
Job University of Cambridge Graduate
Industry Investment Management
Experience
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

Brian Higgins Brian Higgins Boston, Massachusetts Details
Brian Higgins's Liberty Square Asset Management Experience 2010 - 2014
Job
Industry Investment Management
Experience
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