LMCG Investments, LLC

Industry: Company

Description

Founded: 2000 Parent organization: Convergent Capital Management LLC Subsidiaries: Serenitas Capital LP, Lee Munder Venture Partners, LLC

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LMCG Investments, LLC Employees

Employee
Years
Job
Industry
Catherine Durand Catherine Durand Greater Boston Area Details
Catherine Durand's LMCG Investments, LLC Experience May 2014 - Present
Job Compliance Reporting Specialist at LMCG Investments
Industry Financial Services
Experience
LMCG Investments, LLC   May 2014 - Present
Goldman Sachs Agency Lending  July 2013 - December 2013
State Street  July 2012 - December 2012
Hemenway & Barnes  July 2011 - December 2011

Education
Northeastern University   2009 — 2014
Bachelor's degree, Finance and Marketing, summa cum laude

Manchester High School West

Vikram Srimurthy Vikram Srimurthy Greater Boston Area Details
Vikram Srimurthy's LMCG Investments, LLC Experience December 2014 - Present
Job Portfolio Manager at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   December 2014 - Present
Lee Munder Capital Group  August 2006 - November 2014
Evergreen Investments  June 2000 - August 2006

Education
University of California, San Diego   1995 — 1999
PhD, Mathematics

Dartmouth College   1991 — 1995
BA, Mathematics

Bishop Cotton Boys' School   1989 — 1991

St Joseph's Boys High School   1982 — 1989

Scott M MacDonald Scott M MacDonald Greater Boston Area Details
Scott M MacDonald's LMCG Investments, LLC Experience 2010 - Present
Job Director, Private Client Sales
Industry Investment Management
Experience
LMCG Investments, LLC   2010 - Present
FundQuest, Inc/BNP Paribas   2008 - October 2010
National City Bank  2005 - 2008
Boston Celtics  2003 - 2005

Skills
Series 6, Series 63, FINRA, Series 65

Education
Bates College

Jay Willadsen, CFA Jay Willadsen, CFA Greater Boston Area Details
Jay Willadsen, CFA's LMCG Investments, LLC Experience March 2003 - Present
Job Mid Cap Value Portfolio Manager at Lee Munder Capital Group
Industry Investment Management
Experience
LMCG Investments, LLC   March 2003 - Present
Independence Investments  April 2000 - March 2003
Office of the Comptroller of the Currency  June 1993 - June 1998

Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Investment Management, Portfolio Management, Financial Modeling, Asset Allocation, Fixed Income, Investments, Valuation, Equity Valuation, Investment Strategies

Education
Indiana University Bloomington   1998 — 2000
Master of Business Administration (MBA)

Buena Vista University   1989 — 1993
Bachelor of Business Administration (BBA), Finance

Drake University

Brian Devine Brian Devine Greater Boston Area Details
Brian Devine's LMCG Investments, LLC Experience August 2012 - Present
Job Institutional Sales Associate at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   August 2012 - Present
BlackRock  June 2010 - August 2012
MFS Investment Management  January 2009 - July 2009

Skills
Investments, Bloomberg, Equities, Mutual Funds, Asset Managment, Series 7, Series 63, Microsoft Excel, Investment Strategies, Hedge Funds, Financial Modeling, Alternative Investments, Asset Management, Fixed Income, Asset Allocation

Education
Isenberg School of Management, UMass Amherst   2006 — 2010
BBA, Finance and Operations Management

Karin Denison Karin Denison Greater Boston Area Details
Karin Denison's LMCG Investments, LLC Experience May 2006 - Present
Job Client Service at LMCG Investments, LLC
Industry Financial Services
Experience
LMCG Investments, LLC   May 2006 - Present
Babson Capital Management  July 2003 - May 2006
Pipestone County Star   October 1995 - August 1999

Skills
Asset Allocation, Equities, Financial Services, Securities, Investments, Asset Management, Public Speaking, Portfolio Management, Relationship Management, Social Media, Alternative Investments, Finance, Fixed Income, Management, Financial Analysis, Research, Hedge Funds, Leadership, Mutual Funds, Strategic Planning, Microsoft Office

Education
Emerson College   1999 — 2002
MFA, Creative Writing (Nonfiction)

Concordia College   1991 — 1995
BA, English, History, French

Marina Sigal, JD, IACCP Marina Sigal, JD, IACCP Boston, Massachusetts Details
Marina Sigal, JD, IACCP's LMCG Investments, LLC Experience August 2011 - January 2015
Job Director of Compliance, Asset Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  January 2015 - Present
LMCG Investments, LLC   August 2011 - January 2015
NEPC  March 2007 - August 2011
Law Office of Tyler H. Fox   December 2010 - February 2011
Massachusetts Appeals Court  March 2010 - August 2010
State Street  June 2006 - March 2007
Russell Reynolds Associates  September 2005 - June 2006
Cumsky & Levin LLP   February 2005 - August 2005

Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research

Education
New England School of Law   2007 — 2011
JD, Law

Boston University Questrom School of Business   2002 — 2006
BBA, Marketing and Business Law

Matthew Guleserian Matthew Guleserian Greater Boston Area Details
Matthew Guleserian's LMCG Investments, LLC Experience 2008 - Present
Job Portfolio Manager at Lee Munder Capital Group
Industry Investment Management
Experience
LMCG Investments, LLC   2008 - Present
RBS Citizens Financial Group  2004 - 2008
White Mountains Advisors  2001 - 2003
Babson Capital Management (formerly David L. Babson & Co.)   1997 - 2001
Paul Revere Insurance Company  1995 - 1997

Skills
Investment Management, Portfolio Management, Fixed Income, Strategy, Macroeconomics, Asset Allocation, Trading, Credit Analysis, Taxable Bonds, Municipal Bonds, Institutional Clients, High Net Worth..., Investment Strategies, Securities, Bloomberg, Asset Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1994
MBA, Finance

Babson College   1985 — 1989
BS, Finance

Ashish Gandhi Ashish Gandhi Boston, Massachusetts Details
Ashish Gandhi's LMCG Investments, LLC Experience September 2013 - Present
Job Director of Consultant Relations at LMCG Investments
Industry Financial Services
Experience
LMCG Investments, LLC   September 2013 - Present
Northern Trust  April 2011 - August 2013
Towers Watson Investment Services   May 2009 - April 2011
Aon Investment Consulting  November 2007 - May 2009
Aon Consulting  June 2006 - October 2007
Hy Vee  2004 - 2006

Skills
Defined Benefit, Defined Contribution, Consulting, Asset Managment, Investment Advisory, Investments, Investment Strategies, Investment Management, Mutual Funds, Asset Management, CRM, Pensions, Pension Funds, Morningstar, Institutional..., Fixed Income, Asset Allocation, 401k, Equities, Alternative Investments, Hedge Funds, Retirement, Securities, Portfolio Management, Financial Services

Education
Drake University   2004 — 2006
Actuarial Science

North Park University   1997 — 2001
B.S., Business Administration/Marketing

Nan-Marie Jaeger, CFA Nan-Marie Jaeger, CFA Greater Boston Area Details
Nan-Marie Jaeger, CFA's LMCG Investments, LLC Experience 2003 - Present
Job Portfolio manager at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   2003 - Present
Brown Brothers Harriman  1980 - 2003

Skills
Asset Allocation, Investments, Fixed Income, Portfolio Management, Equities, Investment Strategies, Finance, Asset Management, Equity Research, Mutual Funds, Investment Management, Hedge Funds, Financial Markets, Alternative Investments, Investment Advisory

Education
St. Joseph's College (IN)   1972 — 1976
BA, Business Administration

Boston College - Wallace E. Carroll Graduate School of Management
MBA

Jim Gribbell Jim Gribbell Greater Boston Area Details
Jim Gribbell's LMCG Investments, LLC Experience 2015 - Present
Job Partner at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   2015 - Present
Lee Munder Capital Group  2006 - 2014
Babson Capital Management  1991 - 2006

Skills
Equities, Investments, Investment Management, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation

Education
University of Pennsylvania   1985 — 1989
BS Economics, Finance & Real Estate

University of Pennsylvania - The Wharton School   1985 — 1989
Bachelor of Science (B.S.), Finance and Real Estate

Andrew Morey Andrew Morey Greater Boston Area Details
Andrew Morey's LMCG Investments, LLC Experience January 2012 - Present
Job Head of Small Cap Growth at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   January 2012 - Present
Crosswind Investments LLC   November 2007 - January 2012
Tartan Partners LLC   March 2005 - November 2007
State Street Research  June 1995 - March 2005
Kidder Peabody  1991 - 1993

Education
Columbia University - Columbia Business School   1993 — 1995
Master of Business Administration (MBA)

Vanderbilt University   1987 — 1991
BA, Economics

Shannon Ericson, CFA Shannon Ericson, CFA Greater Boston Area Details
Shannon Ericson, CFA's LMCG Investments, LLC Experience August 2006 - Present
Job Portfolio Manager & Analyst at LMCG Investments, LLC
Industry Financial Services
Experience
LMCG Investments, LLC   August 2006 - Present
Evergreen Investments  July 2000 - August 2006
Independence Investments  1997 - 2000
Boston International Advisors   1994 - 1997

Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1993
Master of Business Administration (MBA), Marketing

Bentley University   1985 — 1989
BS, Finance

Bedford High

James DuPont James DuPont Greater Boston Area Details
James DuPont's LMCG Investments, LLC Experience 2009 - Present
Job Director, Institutional Sales at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   2009 - Present
Independence Investments  2007 - 2009
State Street Global Advisors  2004 - 2007

Skills
Asset Management, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Investment Management, Investments, Fixed Income, Asset Allocation, Portfolio Management

Education
Bryant University   1994 — 1998
B.S., Finance

Suffolk University - Sawyer Business School
MBA

Carl Hanson Carl Hanson Greater Boston Area Details
Carl Hanson's LMCG Investments, LLC Experience December 2010 - Present
Job Equity Trader at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC   December 2010 - Present
Lee Munder Capital Group  December 2006 - December 2010
State Street Global Advisors  2004 - 2006

Skills
Bloomberg, Valuation, Trading, Portfolio Management, Investments, Fixed Income, Equities, Asset Management, Mutual Funds, Alternative Investments, Series 7, Equity Research, Hedge Funds

Education
Boston University   2007 — 2011
MS, Financial Economics

University of Colorado at Boulder   1999 — 2003
BS, Finance

Kristen Poulin Kristen Poulin United States Details
Kristen Poulin's LMCG Investments, LLC Experience 2013 - 2015
Job MBA Candidate
Industry Higher Education
Experience
LMCG Investments, LLC   2013 - 2015
LMCG Investments, LLC   May 2012 - August 2012
Digital Research, Inc. (DRI)   May 2011 - August 2011

Skills
Market Research, Strategy, Research, PowerPoint, Program Management, Microsoft Excel, Social Media, Bloomberg, Microsoft Word, Leadership

Education
University of North Carolina at Chapel Hill   2015 — 2017
Master of Business Administration (M.B.A.), Full-Time Program, Marketing

Bates College   2009 — 2013
Bachelor of Arts (B.A.) in Economics, Concentrations in Applying Mathematical Methods and Philosophy & Psychology

University of Nantes, France   2011 — 2011

Freeport High School   2005 — 2009
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