LMCG Investments
Industry: Company
DescriptionFounded: 2000 Parent organization: Convergent Capital Management LLC Subsidiaries: Serenitas Capital LP, Lee Munder Venture Partners, LLC
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LMCG Investments Employees
Employee
Years
Job
Industry
Jordan Mooney Jordan Mooney's LMCG Investments Experience April 2014 - Present
Job Investment Administrator at LMCG Investments
Industry Financial Services
Experience
LMCG Investments April 2014 - Present
State Street August 2013 - April 2014
State Street Corporation May 2012 - August 2013
State Street Corporation August 2011 - May 2012
Skills
Securities, Mutual Funds, Equities, Bloomberg, Analysis, Bloomberg Terminal, Derivatives, Trading, Alternative Investments, Advent Portflio Exchange, Performance Measurement, Fixed Income, Risk Analytics, BlackRock Aladdin, BlueWin Compliance..., SWIFT messages, Economics, Investments, Financial Analysis, Data Mapping, Hedge Funds, Portfolio Management
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (BA), Economics
LMCG Investments April 2014 - Present
State Street August 2013 - April 2014
State Street Corporation May 2012 - August 2013
State Street Corporation August 2011 - May 2012
Skills
Securities, Mutual Funds, Equities, Bloomberg, Analysis, Bloomberg Terminal, Derivatives, Trading, Alternative Investments, Advent Portflio Exchange, Performance Measurement, Fixed Income, Risk Analytics, BlackRock Aladdin, BlueWin Compliance..., SWIFT messages, Economics, Investments, Financial Analysis, Data Mapping, Hedge Funds, Portfolio Management
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (BA), Economics
Lani Eversage Lani Eversage's LMCG Investments Experience June 2015 - August 2015
Job Career Development Fellow at Bates College
Industry Real Estate
Experience
Bates College Career Development Center May 2014 - Present
Bates College: Commons Healthy Eating and Wellness Society (CHEWS) May 2014 - Present
LMCG Investments June 2015 - August 2015
Travelers February 2015 - February 2015
Capital Servicing, Inc. January 2015 - January 2015
Steinberg Custom Designs February 2014 - August 2014
Bank of America July 2013 - January 2014
The Gothic May 2013 - August 2013
Atlantica Restaurant May 2012 - July 2012
Chappell Studio Photography May 2008 - August 2009
Skills
Leadership, Social Networking, Leadership & Management..., Sales, Business Relationship..., New Business Development, PR and Communications, Business Intelligence, Computer and Technical..., Problem-Solving &..., Teamwork, Time Management, Social Media, Teaching, Microsoft Office, Customer Satisfaction, Event Planning, PowerPoint, Public Speaking, Facebook, Editing, Public Relations, Student Development, Honesty &..., Customer Service, Planning & Organizing, Flexibility-Managing..., Market Research, Volunteer Management, Program Evaluation, Analytical Research..., Interpersonal &..., Bodybuilding
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), History
Belfast Area High School 2010 — 2011
High School Diploma
Fairfield High School 2008 — 2010
High School Diploma
Bates College Career Development Center May 2014 - Present
Bates College: Commons Healthy Eating and Wellness Society (CHEWS) May 2014 - Present
LMCG Investments June 2015 - August 2015
Travelers February 2015 - February 2015
Capital Servicing, Inc. January 2015 - January 2015
Steinberg Custom Designs February 2014 - August 2014
Bank of America July 2013 - January 2014
The Gothic May 2013 - August 2013
Atlantica Restaurant May 2012 - July 2012
Chappell Studio Photography May 2008 - August 2009
Skills
Leadership, Social Networking, Leadership & Management..., Sales, Business Relationship..., New Business Development, PR and Communications, Business Intelligence, Computer and Technical..., Problem-Solving &..., Teamwork, Time Management, Social Media, Teaching, Microsoft Office, Customer Satisfaction, Event Planning, PowerPoint, Public Speaking, Facebook, Editing, Public Relations, Student Development, Honesty &..., Customer Service, Planning & Organizing, Flexibility-Managing..., Market Research, Volunteer Management, Program Evaluation, Analytical Research..., Interpersonal &..., Bodybuilding
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), History
Belfast Area High School 2010 — 2011
High School Diploma
Fairfield High School 2008 — 2010
High School Diploma
Carolyn Van Putten Carolyn Van Putten's LMCG Investments Experience January 2014 - Present
Job Director at LMCG Investments
Industry Investment Management
Experience
LMCG Investments January 2014 - Present
GMO 1998 - 2013
SSgA 1996 - 1998
ABN AMRO Bank N.V. 1991 - 1996
Manufacturers Hanover Trust 1989 - 1991
Skills
Institutional..., Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Investments, Fixed Income, Series 63, Establish & Maintain..., Portfolio Management, Relationship Management, Financial Services, ETFs, Wealth Management, Investment Advisory, Fund Of Funds, Financial Markets, Alternative Investments, Bloomberg, Securities, Emerging Markets, Equity Research, Derivatives, Options, Capital Markets, Equity Trading, Building Relationships, Due Diligence, Client-focused, Asset Managment, Retirement, Pensions, Series 7, Marketing, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance, General
London School of Economics and Political Science
Bachelor of Business Administration (BBA), Finance and Economics
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Business Administration, Finance and Economics, magna cum laude
LMCG Investments January 2014 - Present
GMO 1998 - 2013
SSgA 1996 - 1998
ABN AMRO Bank N.V. 1991 - 1996
Manufacturers Hanover Trust 1989 - 1991
Skills
Institutional..., Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Investments, Fixed Income, Series 63, Establish & Maintain..., Portfolio Management, Relationship Management, Financial Services, ETFs, Wealth Management, Investment Advisory, Fund Of Funds, Financial Markets, Alternative Investments, Bloomberg, Securities, Emerging Markets, Equity Research, Derivatives, Options, Capital Markets, Equity Trading, Building Relationships, Due Diligence, Client-focused, Asset Managment, Retirement, Pensions, Series 7, Marketing, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance, General
London School of Economics and Political Science
Bachelor of Business Administration (BBA), Finance and Economics
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Business Administration, Finance and Economics, magna cum laude
David Weeks David Weeks's LMCG Investments Experience May 2015 - Present
Job Chief Investment Officer Serenitas Credit Gamma Fund
Industry Investment Management
Experience
LMCG Investments May 2015 - Present
Serenitas Capital May 2012 - May 2015
Merrill Lynch April 2006 - June 2011
Merrill Lynch May 1999 - April 2006
Moody's Investors Service 1993 - 1999
Highland Securities 1983 - 1992
A. G. Becker & Co. 1982 - 1983
CDK Trading 1981 - 1982
Skills
Alternative Investments, Asset Allocation, Structured Products, Proprietary Trading, Trading, Investment Banking, Investment Strategies, Hedge Funds, MBS, Fixed Income, Asset Managment, Credit, Equities, Portfolio Management, CLO, Credit Derivatives, Investment Management, Investments, Derivatives
Education
Lehigh University - College of Business and Economics 1977 — 1981
Bachelor of Science (B.S.), Finance
Lehigh University
Lehigh University
LMCG Investments May 2015 - Present
Serenitas Capital May 2012 - May 2015
Merrill Lynch April 2006 - June 2011
Merrill Lynch May 1999 - April 2006
Moody's Investors Service 1993 - 1999
Highland Securities 1983 - 1992
A. G. Becker & Co. 1982 - 1983
CDK Trading 1981 - 1982
Skills
Alternative Investments, Asset Allocation, Structured Products, Proprietary Trading, Trading, Investment Banking, Investment Strategies, Hedge Funds, MBS, Fixed Income, Asset Managment, Credit, Equities, Portfolio Management, CLO, Credit Derivatives, Investment Management, Investments, Derivatives
Education
Lehigh University - College of Business and Economics 1977 — 1981
Bachelor of Science (B.S.), Finance
Lehigh University
Lehigh University
Jeffrey Cianci's LMCG Investments Experience November 2013 - Present
Job International Investment Ops Admin at LMCG Investments
Industry Investment Management
Experience
LMCG Investments November 2013 - Present
LMCG Investments June 2013 - November 2013
State Street Bank November 2012 - June 2013
WTS Proprietary Trading Group, LLC January 2012 - April 2012
Bruker May 2011 - August 2011
Bentley University June 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Microsoft Excel, Outlook, Analysis, Accounting, Financial Modeling, Research, Financial Reporting, Crystal Ball, Public Speaking, Corporate Finance, Investments
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), corporate finance and accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, Graduate
LMCG Investments November 2013 - Present
LMCG Investments June 2013 - November 2013
State Street Bank November 2012 - June 2013
WTS Proprietary Trading Group, LLC January 2012 - April 2012
Bruker May 2011 - August 2011
Bentley University June 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Microsoft Excel, Outlook, Analysis, Accounting, Financial Modeling, Research, Financial Reporting, Crystal Ball, Public Speaking, Corporate Finance, Investments
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), corporate finance and accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, Graduate
John Reha John Reha's LMCG Investments Experience July 2012 - Present
Job Trading Associate
Industry Investment Management
Experience
LMCG Investments July 2012 - Present
BNY Mellon March 2011 - June 2012
Bank of New York Mellon September 2009 - March 2011
City of Spokane Fleet Services Department March 2008 - January 2009
Nordstrom May 2006 - January 2009
MultiCare June 2007 - August 2007
Education
Gonzaga University 2007 — 2008
MBA, Finance
Gonzaga University - School of Business Administration 2003 — 2007
BBA, Finance and Marketing
LMCG Investments July 2012 - Present
BNY Mellon March 2011 - June 2012
Bank of New York Mellon September 2009 - March 2011
City of Spokane Fleet Services Department March 2008 - January 2009
Nordstrom May 2006 - January 2009
MultiCare June 2007 - August 2007
Education
Gonzaga University 2007 — 2008
MBA, Finance
Gonzaga University - School of Business Administration 2003 — 2007
BBA, Finance and Marketing
Matthew Trachy Matthew Trachy's LMCG Investments Experience April 2015 - Present
Job Marketing Associate at LMCG Investments
Industry Insurance
Experience
LMCG Investments April 2015 - Present
Sun Life Financial July 2013 - Present
Sun Life Financial July 2012 - July 2013
College of the Holy Cross August 2008 - May 2012
United States Senator Scott P. Brown (R-MA) May 2011 - August 2011
United States Senator Scott P. Brown (R-MA) August 2010 - December 2010
The Onstott Group May 2010 - August 2010
Brae Burn Country Club 2001 - August 2010
Brae Burn Country Club May 2009 - August 2009
Skills
Community Outreach, Leadership, Time Management, Training, Research, Management, Project Planning, Sales, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Social Media, Facebook, Editing, Customer Service, Fundraising, Nonprofits, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.28
Belmont Hill 2002 — 2008
LMCG Investments April 2015 - Present
Sun Life Financial July 2013 - Present
Sun Life Financial July 2012 - July 2013
College of the Holy Cross August 2008 - May 2012
United States Senator Scott P. Brown (R-MA) May 2011 - August 2011
United States Senator Scott P. Brown (R-MA) August 2010 - December 2010
The Onstott Group May 2010 - August 2010
Brae Burn Country Club 2001 - August 2010
Brae Burn Country Club May 2009 - August 2009
Skills
Community Outreach, Leadership, Time Management, Training, Research, Management, Project Planning, Sales, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Social Media, Facebook, Editing, Customer Service, Fundraising, Nonprofits, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.28
Belmont Hill 2002 — 2008
Jake Layton, CFA's LMCG Investments Experience January 2003 - Present
Job LMCG Investments, Portfolio Manager, Private Client Group
Industry Investment Management
Experience
LMCG Investments January 2003 - Present
Boston Biomedical Research Institute November 2002 - Present
Scudder, Stevens & Clark/ Zurich Scudder/ Deutche Investment Management Americas September 1994 - November 2002
Fiduciary Trust Company 1988 - 1994
Milton Academy 1985 - 1988
Skills
Investment Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Asset Managment, Fixed Income, Mutual Funds, Equity Research, Bloomberg, Investment Strategies, Securities, Investment Advisory, Wealth Management, Trading, Financial Modeling, Risk Management, Financial Analysis
Education
University of Michigan 1980 — 1984
M.A., Education
Kenyon College 1973 — 1977
A.B., English Literature
The Haverford School 1971 — 1973
LMCG Investments January 2003 - Present
Boston Biomedical Research Institute November 2002 - Present
Scudder, Stevens & Clark/ Zurich Scudder/ Deutche Investment Management Americas September 1994 - November 2002
Fiduciary Trust Company 1988 - 1994
Milton Academy 1985 - 1988
Skills
Investment Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Asset Managment, Fixed Income, Mutual Funds, Equity Research, Bloomberg, Investment Strategies, Securities, Investment Advisory, Wealth Management, Trading, Financial Modeling, Risk Management, Financial Analysis
Education
University of Michigan 1980 — 1984
M.A., Education
Kenyon College 1973 — 1977
A.B., English Literature
The Haverford School 1971 — 1973
Srinivas Anantha, CFA's LMCG Investments Experience January 2012 - Present
Job Analyst at LMCG Investments
Industry Investment Management
Experience
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
Daniel Singh, CFA's LMCG Investments Experience August 2011 - Present
Job Portfolio Manager & Analyst at LMCG Investments
Industry Financial Services
Experience
LMCG Investments August 2011 - Present
Fidelity Investments 2007 - 2011
Skills
Bloomberg, Equity Research, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Stonehill College
BS, Finance
LMCG Investments August 2011 - Present
Fidelity Investments 2007 - 2011
Skills
Bloomberg, Equity Research, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Asset Management, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Stonehill College
BS, Finance
Greg Mulready's LMCG Investments Experience June 2007 - Present
Job Director at LMCG Investments
Industry Financial Services
Experience
LMCG Investments June 2007 - Present
State Street Global Advisors October 1994 - June 2007
SSgA 1996 - 2007
Skills
Alternative Investments, Investment Management, Asset Management, Investments, Equities, Fixed Income, Investment Strategies, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Bates College 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
LMCG Investments June 2007 - Present
State Street Global Advisors October 1994 - June 2007
SSgA 1996 - 2007
Skills
Alternative Investments, Investment Management, Asset Management, Investments, Equities, Fixed Income, Investment Strategies, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Bates College 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Brigid Beech's LMCG Investments Experience May 2004 - January 2005
Job SAP Senior Consultant at Genesis Consulting Partners, LLC
Industry Information Technology and Services
Experience
Genesis Consulting Partners, LLC June 2012 - Present
IBM Global Business Services September 2005 - June 2012
LMCG Investments May 2004 - January 2005
Skills
Business Process Design, Supply Chain Management, Procurement, SAP, Public Sector, Program Management, SAP SRM, Project Management, Change Management, Management Consulting, Business Analysis, Integration, Supply Chain, Consulting, Business Process, ERP, Business Process..., SAP ERP, Management, Requirements Analysis, IT Strategy, SAP Implementation
Education
Bates College 2001 — 2005
Bachelor of Arts (BA), Economics, Political Science and German
St. Mark's School 1998 — 2000
Genesis Consulting Partners, LLC June 2012 - Present
IBM Global Business Services September 2005 - June 2012
LMCG Investments May 2004 - January 2005
Skills
Business Process Design, Supply Chain Management, Procurement, SAP, Public Sector, Program Management, SAP SRM, Project Management, Change Management, Management Consulting, Business Analysis, Integration, Supply Chain, Consulting, Business Process, ERP, Business Process..., SAP ERP, Management, Requirements Analysis, IT Strategy, SAP Implementation
Education
Bates College 2001 — 2005
Bachelor of Arts (BA), Economics, Political Science and German
St. Mark's School 1998 — 2000
Helio Fonseca's LMCG Investments Experience January 2013 - Present
Job Systems Specialist at LMCG
Industry Information Technology and Services
Experience
LMCG Investments January 2013 - Present
ColoSpace, Inc. April 2012 - August 2013
ColoSpace, Inc. June 2011 - April 2012
Hosted Solutions April 2007 - June 2011
Jewish Vocational Service October 2005 - April 2007
Getronics September 2004 - October 2005
Micro Center October 2003 - September 2004
Skills
Windows Server, Data Center, Active Directory, Windows, Clustering, WSUS, VMware, DNS, Servers, Virtualization, Cisco, Switches, Troubleshooting, System Administration, Linux, vSphere, Windows Server 2003, Windows Server 2008, Managed Services, SAN, Network Administration, Firewalls, Group Policy, Microsoft Certified..., TCP/IP, MCSA, NAS, Microsoft Exchange, Backup Exec, Hyper-V, Managed Hosting, Microsoft Certified..., Server Administration, Dell PowerEdge Servers, Cisco ASA Firewalls, Dell Equallogic, Cluster, Cisco Technologies, ASA, VMware ESX, Ubuntu, SharePoint
Education
University of Massachusetts Boston 2004 — 2015
Bachelor's Degree, Information Technology
University of Maryland University College 2000 — 2001
Information Management Systems
LMCG Investments January 2013 - Present
ColoSpace, Inc. April 2012 - August 2013
ColoSpace, Inc. June 2011 - April 2012
Hosted Solutions April 2007 - June 2011
Jewish Vocational Service October 2005 - April 2007
Getronics September 2004 - October 2005
Micro Center October 2003 - September 2004
Skills
Windows Server, Data Center, Active Directory, Windows, Clustering, WSUS, VMware, DNS, Servers, Virtualization, Cisco, Switches, Troubleshooting, System Administration, Linux, vSphere, Windows Server 2003, Windows Server 2008, Managed Services, SAN, Network Administration, Firewalls, Group Policy, Microsoft Certified..., TCP/IP, MCSA, NAS, Microsoft Exchange, Backup Exec, Hyper-V, Managed Hosting, Microsoft Certified..., Server Administration, Dell PowerEdge Servers, Cisco ASA Firewalls, Dell Equallogic, Cluster, Cisco Technologies, ASA, VMware ESX, Ubuntu, SharePoint
Education
University of Massachusetts Boston 2004 — 2015
Bachelor's Degree, Information Technology
University of Maryland University College 2000 — 2001
Information Management Systems
Jeffrey P. Davis, CFA's LMCG Investments Experience April 2005 - Present
Job Chief Investment Officer at LMCG Investments
Industry Investment Management
Experience
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
John J. Harrington, CFA's LMCG Investments Experience 2015 - 2015
Job Investment Specialist LMCG Investments
Industry Investment Management
Experience
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
Timothy Buckley's LMCG Investments Experience December 2014 - Present
Job Equity Analyst
Industry Investment Management
Experience
LMCG Investments December 2014 - Present
Surveyor Capital June 2014 - December 2014
Ty View Capital, LLC March 2013 - September 2013
Saddle Ridge Capital September 2012 - March 2013
Evercore Asset Management February 2009 - December 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff May 2004 - April 2006
Schroder Investment Management North America, Inc. September 1998 - May 2004
State Street Research and Management August 1996 - September 1998
FDIC July 1989 - July 1994
Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Management
Boston College - Carroll School of Management 1985 — 1989
BS, Finance and Economics, Magna Cum Laude
LMCG Investments December 2014 - Present
Surveyor Capital June 2014 - December 2014
Ty View Capital, LLC March 2013 - September 2013
Saddle Ridge Capital September 2012 - March 2013
Evercore Asset Management February 2009 - December 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff May 2004 - April 2006
Schroder Investment Management North America, Inc. September 1998 - May 2004
State Street Research and Management August 1996 - September 1998
FDIC July 1989 - July 1994
Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Management
Boston College - Carroll School of Management 1985 — 1989
BS, Finance and Economics, Magna Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY