LLBH Private Wealth Management LLC

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LLBH Private Wealth Management LLC Employees

Employee
Years
Job
Industry
Kelsey Burns Kelsey Burns Santa Monica, California Details
Kelsey Burns's LLBH Private Wealth Management LLC Experience May 2010 - August 2012
Job Client Services
Industry Public Relations and Communications
Experience
The Honest Company  June 2015 - Present
Martial Arts Family Fitness   February 2015 - June 2015
Beck Media & Marketing  June 2014 - February 2015
Chapman University  2009 - May 2014
Bolt Public Relations  January 2013 - May 2013
LLBH Private Wealth Management LLC   May 2010 - August 2012

Skills
Social Media, Salesforce.com, Instagram, Communication, Organization, Event Planning, Charity Work, Promotions, Netx360, Financial Audits, Digital Photography, Salesforce Training, Blogger, Twitter, Cashiering, General Office Skills, Specialty Events, Tumblr, Federal Funding, Communication Skills, Public Speaking, Public Relations, Writing, Time Management, Entertainment, Pinterest, Facebook, Microsoft Office

Education
Chapman University   2009 — 2014
Bachelor of Arts (BA), Communication, English

Staples High School   2006 — 2009

Spencer Carr Spencer Carr Greater New York City Area Details
Spencer Carr's LLBH Private Wealth Management LLC Experience June 2014 - August 2014
Job Natural Resources Private Equity Intern at Commonfund Capital Inc.
Industry Financial Services
Experience
Commonfund Capital Inc.   May 2015 - Present
LLBH Private Wealth Management LLC   June 2014 - August 2014
Commonfund  May 2013 - August 2013
The Nature Conservancy  August 2009 - July 2013

Education
Duke University   2013 — 2017
Bachelor of Science (BS), Economics

Casey Green Casey Green Richmond, Virginia Details
Casey Green's LLBH Private Wealth Management LLC Experience May 2013 - July 2013
Job Investment Associate at Altius Associates
Industry Venture Capital & Private Equity
Experience
Altius Associates  July 2015 - Present
IC Securities, Ltd.   June 2014 - June 2014
LLBH Private Wealth Management LLC   May 2013 - July 2013
LLBH Private Wealth Management LLC   May 2012 - August 2012

Skills
Marketing, Social Media, Microsoft Word, Microsoft Office, Facebook, Research, Event Planning, PowerPoint, Microsoft Excel, Bloomberg Terminal

Education
University of Richmond - Robins School of Business   2011 — 2015
Finance, Cum Laude

University of Sydney   2013 — 2013

Greenwich Academy   2008 — 2011

Peter Little Peter Little Greater New York City Area Details
Peter Little's LLBH Private Wealth Management LLC Experience May 2015 - Present
Job Director, International Strategy at LLBH Private Wealth Management LLC
Industry Investment Management
Experience
LLBH Private Wealth Management LLC   May 2015 - Present
RBC Wealth Management  August 2013 - April 2015
RBC Wealth Management  June 2005 - July 2013
INTERINVEST Global Asset Management   May 1993 - May 2005

Education
London School of Economics and Political Science   1992 — 1993
Master's Degree

McGill University   1989 — 1992
Bachelor's Degree

Samuel Jack Samuel Jack Fairfield, Connecticut Details
Samuel Jack's LLBH Private Wealth Management LLC Experience June 2013 - August 2013
Job Analyst at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners  August 2014 - Present
LLBH Private Wealth Management LLC   June 2013 - August 2013
J Pepper Frazier Real Estate   June 2010 - August 2012

Skills
Real Estate, Brokerage, Investment Properties, Selling, Sales, Residential Homes, Sellers, Investors, Foreclosures, Valuation, Economics, Real Estate Economics, Financial Modeling, Investments, Stata

Education
The George Washington University   2011 — 2014
Bachelor of Arts (B.A.), Economics

The Taft School   2008 — 2010

Haley Rockwell Elmlinger Haley Rockwell Elmlinger Greater New York City Area Details
Haley Rockwell Elmlinger's LLBH Private Wealth Management LLC Experience November 2012 - November 2014
Job Managing Director at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private  2014 - Present
LLBH Private Wealth Management LLC   November 2012 - November 2014
Chronogram Corporation   March 2006 - November 2012
PepsiCo  August 2000 - February 2006
PepsiCo  February 1998 - July 2000
PepsiCo  July 1997 - February 1998
Bain & Company  September 1992 - July 1997
First Boston Corporation  July 1985 - June 1988

Skills
Wealth Management..., Estate Planning, Retirement Planning, Certified Financial..., Certified Divorce...

Education
Harvard Business School   1989 — 1992
Master of Business Administration (MBA)

Harvard Law School   1988 — 1992
Doctor of Law (JD)

Princeton University   1981 — 1985
Bachelor of Arts (BA), Woodrow Wilson School of International and Public Affairs

Stefan Tziolis Stefan Tziolis New York, New York Details
Stefan Tziolis's LLBH Private Wealth Management LLC Experience June 2011 - August 2011
Job Agency Account Manager at Google
Industry Internet
Experience
Google  December 2014 - Present
Google  June 2013 - December 2014
Citi  June 2012 - August 2012
LLBH Private Wealth Management LLC   June 2011 - August 2011
Westport Parks and Recreation  June 2007 - August 2010

Skills
SQL, Systems Analysis, Databases, Oracle Application..., Google Analytics, Google Adwords, Analytics, Financial Analysis, Financial Modeling, Information Systems, Photoshop, Microsoft Office, Adobe Creative Suite, WordPress, Visual Basic, Marketing, Bloomberg Terminal, PPC, Online Advertising, Salesforce.com, Solution Selling, Social Media, Consultative Sales..., SEM, YouTube, Digital Marketing, Digital Video, comScore, Kantar

Education
Boston College - Carroll School of Management
BS, Finance, Information Systems

Bill Lomas Bill Lomas Greater New York City Area Details
Bill Lomas's LLBH Private Wealth Management LLC Experience October 2008 - Present
Job Partner at LLBH Private Wealth Management LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   October 2008 - Present
Merrill Lynch  January 1998 - October 2008
Prudential Securities  January 1985 - January 1995
Morgan Stanley Smith Barney  January 1985 - January 1995

Education
Columbia University   1985 — 1997
Masters, Business Policy

University of Maine   1976 — 1981
BS, Wood Science and Technology

Jim Pratt-Heaney, CIMA® Jim Pratt-Heaney, CIMA® Greater New York City Area Details
Jim Pratt-Heaney, CIMA®'s LLBH Private Wealth Management LLC Experience October 2008 - Present
Job Founding Partner, LLBH Private Wealth Management, LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   October 2008 - Present
Merrill Lynch  January 1998 - October 2008
E. F. Hutton & Co   January 1987 - January 1998

Education
Certified Investment Management Analyst (CIMA)

Marist College

Wharton School of Management Center

Courtney Davies Courtney Davies Ridgefield, Connecticut Details
Courtney Davies's LLBH Private Wealth Management LLC Experience June 2009 - Present
Job Director of Corporate Communications, LLBH Private Wealth Management LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   June 2009 - Present
LLBH Private Wealth Management LLC   June 2009 - August 2010
SAC Capital Advisors  February 2004 - December 2008
United States Beverage  March 2002 - April 2004
Forrester Research  January 2001 - February 2002
Millsport  June 1996 - December 2000

Education
University of Connecticut   1992 — 1996
BA, Marketing and Communications

La Sorbonne, Paris, France   1994 — 1995
Semester Abroad, French Studies and Architecture

Matt Fallon Matt Fallon Greater New York City Area Details
Matt Fallon's LLBH Private Wealth Management LLC Experience January 2014 - August 2014
Job Incoming Equity Research Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  March 2015 - Present
LLBH Private Wealth Management LLC   January 2014 - August 2014
Summer Street Advisors, LLC  May 2013 - August 2013

Skills
Microsoft Excel,..., Microsoft Office, Social Media, Public Speaking, Market Research, Financial Modeling, Social Networking, Facebook, Lease Abstracts, Loans, Portfolio Management, Valuation, Proposal Writing, Report Writing, Investments, Leases

Education
Hobart and William Smith Colleges   2012 — 2016
Bachelor of Arts (B.A), Economics

New Canaan High School

Sarah Marriott Sarah Marriott Greater New York City Area Details
Sarah Marriott's LLBH Private Wealth Management LLC Experience May 2015 - Present
Job Support Advisor at LLBH Private Wealth Management LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   May 2015 - Present
LLBH Private Wealth Management LLC   April 2015 - May 2015
LLBH Private Wealth Management LLC   April 2014 - April 2015
Memorial Sloan Kettering Cancer Center  March 2013 - April 2014
Memorial Sloan-Kettering Cancer Center  August 2011 - March 2013

Education
Skidmore College   2007 — 2011
B.A., Neuroscience, Psychology

Ian O'Connell Ian O'Connell Westport, Connecticut Details
Ian O'Connell's LLBH Private Wealth Management LLC Experience May 2011 - August 2011
Job CEO and CoFounder at Focus Now Solutions
Industry Alternative Medicine
Experience
Focus Now Solutions   August 2013 - Present
Merrill Lynch  September 2012 - December 2012
Green Collar Talent   January 2012 - March 2012
LLBH Private Wealth Management LLC   May 2011 - August 2011

Skills
Social Media, Marketing, Sales, Salesforce.com, Financial Modeling, Financial Analysis, Marketing Strategy, Microsoft Excel, PowerPoint, Valuation, Economics, Microsoft Office, Teamwork, Investments, DCF, Bloomberg Terminal, International Economics

Education
Boston University   2009 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance

Staples High School   2006 — 2009

Danny Marriott Danny Marriott Greater New York City Area Details
Danny Marriott's LLBH Private Wealth Management LLC Experience December 2014 - January 2015
Job Sales Development Manager at LiveIntent, Inc.
Industry Marketing and Advertising
Experience
LiveIntent, Inc.   August 2015 - Present
LLBH Private Wealth Management LLC   December 2014 - January 2015
Digitech Computer, Inc  May 2014 - August 2014
eDataSource  May 2013 - August 2013

Education
University of Maryland College Park   2011 — 2015
Bachelor’s Degree, Marketing

Jeff Byers Jeff Byers Los Angeles, California Details
Jeff Byers's LLBH Private Wealth Management LLC Experience July 2015 - Present
Job Advisor, LLBH Private Wealth Management
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   July 2015 - Present
Wells Fargo Advisors  January 2012 - June 2015
Carolina Panthers  September 2011 - March 2014
Denver Broncos  September 2010 - August 2011
CaridianBCT  February 2011 - July 2011

Education
University of Southern California - Marshall School of Business   2007 — 2009
MBA

University of Southern California   2004 — 2009

USC Marshall School of Business   2004 — 2007
Bachelor's degree, Business Administration, Management and Operations

Nicholas DeBenedectis Nicholas DeBenedectis Greater Detroit Area Details
Nicholas DeBenedectis's LLBH Private Wealth Management LLC Experience March 2010 - May 2011
Job eDiscovery Case Manager at Xerox
Industry Information Technology and Services
Experience
Xerox  March 2014 - Present
Stroz Friedberg, LLC  May 2011 - March 2014
Stroz Friedberg, LLC  May 2011 - January 2012
LLBH Private Wealth Management LLC   March 2010 - May 2011
Fairfield University  September 2009 - January 2011

Skills
Data Analysis, Databases, Management, Troubleshooting, Training, Software Development, Business Process, Financial Analysis

Education
Fairfield University   2007 — 2011
Bachelor's degree, Finance and Information Systems

Brooke Cantone Brooke Cantone New York, New York Details
Brooke Cantone's LLBH Private Wealth Management LLC Experience February 2010 - May 2010
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2012 - Present
JP Morgan  June 2010 - June 2012
LLBH Private Wealth Management LLC   February 2010 - May 2010
JPMorgan Chase  June 2009 - August 2009
Prudential Financial  May 2008 - December 2008

Skills
Microsoft Excel, Finance, Sales, Business Development, Budgets, Financial Forecasting, Software Documentation, Disaster Recovery, Invoicing, Financial Analysis, Bloomberg, Financial Modeling, Risk Management, PowerPoint, Project Management

Education
Fairfield University   2006 — 2010
Bachelor of Science, Finance, Economics

Universiteit Maastricht   2009 — 2009
Study Abroad, International Investments, International Business Strategy, Financial Economics, Network Economics

Emily Clare Fenn Emily Clare Fenn Greater New York City Area Details
Emily Clare Fenn's LLBH Private Wealth Management LLC Experience March 2009 - Present
Job Director of Client Services at LLBH Private Wealth Management LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC   March 2009 - Present

Skills
Series 7, Investments, Hedge Funds, Microsoft Excel, Marketing, Project Management, Salesforce.com, Microsoft Office, Outlook, Series 63, Series 66

Education
University of Michigan   2000 — 2005

Christie Hauck Christie Hauck New York, New York Details
Christie Hauck's LLBH Private Wealth Management LLC Experience October 2008 - January 2010
Job Associate Buyer, Designer Handbags at Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue- Full Line & Saks.com   October 2014 - Present
Saks Fifth Avenue- Full Line & Saks.com   September 2013 - October 2014
Saks Fifth Avenue  August 2012 - August 2013
Saks Fifth Avenue  April 2011 - August 2012
Saks Fifth Avenue  June 2010 - March 2011
Saks Fifth Avenue  January 2010 - July 2010
LLBH Private Wealth Management LLC   October 2008 - January 2010
Merrill Lynch  May 2008 - October 2008

Skills
Buying, Business Strategy, Training, Merchandising, Fashion, Retail, Sales, Marketing, Microsoft Excel, Forecasting, Customer Service, Multi-channel Retail, Merchandise Planning, Advertising, Leadership

Education
Fairfield University   2007 — 2010
Bachelor of Science, Finance

The Charles F. Dolan School of Business   2007 — 2010
Bachelor of Science, Finance

Staples High School   2002 — 2006

Syracuse University

Syracuse University

Syracuse University

Syracuse University

Syracuse University

Syracuse University

Timothy Anderson Timothy Anderson Greater New York City Area Details
Timothy Anderson's LLBH Private Wealth Management LLC Experience May 2009 - August 2009
Job Associate at Cowen Group, Inc.
Industry Investment Management
Experience
Cowen Group, Inc.   October 2014 - Present
Cowen and Company  July 2014 - October 2014
Cowen and Company  July 2011 - June 2014
Cowen and Company  June 2010 - August 2010
LLBH Private Wealth Management LLC   May 2009 - August 2009

Education
Bowdoin College   2007 — 2011
Bachelor's degree, Economics, Government

Sarah Simon Sarah Simon Greater New York City Area Details
Sarah Simon's LLBH Private Wealth Management LLC Experience January 2015 - Present
Job Associate Advisor at LLBH Private Wealth Management LLC
Industry
Experience
LLBH Private Wealth Management LLC   January 2015 - Present
LLBH Private Wealth Management LLC   March 2014 - January 2015
LLBH Private Wealth Management LLC   September 2012 - March 2014
Altfest Personal Wealth Management  September 2011 - July 2012

Skills
Estate Planning

Education
University of North Carolina School of Law   2008 — 2011

UNC Chapel Hill   2005 — 2008
Bachelor of Arts (B.A.), Economics