Loeb Partners
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Loeb Partners Employees
Employee
Years
Job
Industry
Charlotte Dewey Charlotte Dewey's Loeb Partners Experience June 2014 - July 2014
Job Human Resources Analyst at AQR Capital Management
Industry Investment Banking
Experience
AQR Capital Management June 2015 - Present
Loeb Partners June 2014 - July 2014
Faherty Brand June 2013 - July 2013
Harrow Sports June 2012 - July 2012
CitySquash June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Major in Psychology
Deerfield Academy 2008 — 2011
High School Diploma
AQR Capital Management June 2015 - Present
Loeb Partners June 2014 - July 2014
Faherty Brand June 2013 - July 2013
Harrow Sports June 2012 - July 2012
CitySquash June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Major in Psychology
Deerfield Academy 2008 — 2011
High School Diploma
Roman Belenky Roman Belenky's Loeb Partners Experience May 2008 - July 2011
Job Founder / Designer / CEO at MIR Apparel
Industry Apparel & Fashion
Experience
MIR Apparel January 2010 - Present
Loeb Partners May 2008 - July 2011
Skills
Fashion, Graphic Design, Event Planning, Adobe Creative Suite, Art, Photoshop, Customer Service, Creative Direction, Photography, Retail, Illustrator, Brand Development, Advertising, Social Media, Art Direction, Microsoft Office, Social Media Marketing, Social Networking
Education
Art Institute of Atlanta 1997 — 1999
Digital Communication and Media/Multimedia
MIR Apparel January 2010 - Present
Loeb Partners May 2008 - July 2011
Skills
Fashion, Graphic Design, Event Planning, Adobe Creative Suite, Art, Photoshop, Customer Service, Creative Direction, Photography, Retail, Illustrator, Brand Development, Advertising, Social Media, Art Direction, Microsoft Office, Social Media Marketing, Social Networking
Education
Art Institute of Atlanta 1997 — 1999
Digital Communication and Media/Multimedia
Bruce Kaufman Bruce Kaufman's Loeb Partners Experience April 1998 - December 2002
Job Consulting/Investment Banking
Industry Investment Banking
Experience
Young America Capital, LLC June 2012 - Present
BA Kaufman & Company, Inc. January 2011 - Present
Compass Advisers December 2002 - December 2010
Winfield Capital Corporation September 1998 - June 2005
York Research Corporation November 2002 - June 2004
Loeb Partners April 1998 - December 2002
Rockwater International Group, Ltd. August 1993 - December 1998
Lehman Brothers July 1990 - May 1993
Rothschild September 1986 - August 1988
Coopers & Lybrand August 1982 - September 1986
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, M&A experience, Capital Markets, Restructuring, Corporate Development, Due Diligence, Equities, Financial Modeling, Financial Structuring, Private Placements, Buyouts, Securities, LBO, Alternative Investments, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Capital, Entrepreneurship, Business Valuation, Investments, IPO, Structured Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Marketing, Management, Int.'l
University at Albany, SUNY 1978 — 1982
BS, Accounting, Economics
Great Neck North Sr. High School 1974 — 1978
Young America Capital, LLC June 2012 - Present
BA Kaufman & Company, Inc. January 2011 - Present
Compass Advisers December 2002 - December 2010
Winfield Capital Corporation September 1998 - June 2005
York Research Corporation November 2002 - June 2004
Loeb Partners April 1998 - December 2002
Rockwater International Group, Ltd. August 1993 - December 1998
Lehman Brothers July 1990 - May 1993
Rothschild September 1986 - August 1988
Coopers & Lybrand August 1982 - September 1986
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, M&A experience, Capital Markets, Restructuring, Corporate Development, Due Diligence, Equities, Financial Modeling, Financial Structuring, Private Placements, Buyouts, Securities, LBO, Alternative Investments, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Capital, Entrepreneurship, Business Valuation, Investments, IPO, Structured Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Marketing, Management, Int.'l
University at Albany, SUNY 1978 — 1982
BS, Accounting, Economics
Great Neck North Sr. High School 1974 — 1978
Khambula Msiska Khambula Msiska's Loeb Partners Experience August 2004 - June 2005
Job Revenue Analyst @ ExactTarget, Global Leader in SaaS
Industry Computer Software
Experience
ExactTarget April 2012 - Present
Indiana University Health December 2011 - April 2012
CBMC Lighting Solutions August 2011 - December 2011
Euronet Worldwide April 2007 - May 2011
Sprint Nextel July 2005 - April 2007
Loeb Partners August 2004 - June 2005
George Comfort & Sons, Inc. March 2004 - August 2004
Skills
Financial Accounting, Risk Assessment, Process Improvement, Financial Reporting, Analysis, Microsoft Office, PowerPoint, Auditing, Financial Operations, Anti Money Laundering, Sales Support, Email Marketing..., Workflow Management, Financial Audits, Operational Audits, Compliance Audits, Excel, Access, Visio, QuickBooks, Net Suite ERP, Salesforce.com, Oracle E-Business Suite
Education
University of Northern Iowa 1999 — 2003
Bachelors, Accounting
Licef Secondary School 1995 — 1997
ExactTarget April 2012 - Present
Indiana University Health December 2011 - April 2012
CBMC Lighting Solutions August 2011 - December 2011
Euronet Worldwide April 2007 - May 2011
Sprint Nextel July 2005 - April 2007
Loeb Partners August 2004 - June 2005
George Comfort & Sons, Inc. March 2004 - August 2004
Skills
Financial Accounting, Risk Assessment, Process Improvement, Financial Reporting, Analysis, Microsoft Office, PowerPoint, Auditing, Financial Operations, Anti Money Laundering, Sales Support, Email Marketing..., Workflow Management, Financial Audits, Operational Audits, Compliance Audits, Excel, Access, Visio, QuickBooks, Net Suite ERP, Salesforce.com, Oracle E-Business Suite
Education
University of Northern Iowa 1999 — 2003
Bachelors, Accounting
Licef Secondary School 1995 — 1997
Rebeca Kaplan's Loeb Partners Experience September 2014 - Present
Job Real Estate Agent
Industry Real Estate
Experience
Nourmand & Associates July 2015 - Present
Loeb Partners September 2014 - Present
Core Home May 2014 - Present
SeniorCare EMS June 2012 - Present
SeniorCare Emergency Medical Services July 2011 - May 2014
Skills
Bilingual, Document Management, Records Management, Microsoft Office, Project Management, Spreadsheets, Data Analysis, Process Improvement, New Hire Orientations, Events Coordination, Healthcare, Onboarding, Training, Organizational..., Recruiting, Healthcare Management, Customer Service, Human Resources
Education
The City University of New York - The City College of New York 2006 — 2011
Bachelor of Science (B.S.), Psychology/Biology
Duke University School of Medicine 2008 — 2008
Certificate of Completion, Pre-Medical intensive
Nourmand & Associates July 2015 - Present
Loeb Partners September 2014 - Present
Core Home May 2014 - Present
SeniorCare EMS June 2012 - Present
SeniorCare Emergency Medical Services July 2011 - May 2014
Skills
Bilingual, Document Management, Records Management, Microsoft Office, Project Management, Spreadsheets, Data Analysis, Process Improvement, New Hire Orientations, Events Coordination, Healthcare, Onboarding, Training, Organizational..., Recruiting, Healthcare Management, Customer Service, Human Resources
Education
The City University of New York - The City College of New York 2006 — 2011
Bachelor of Science (B.S.), Psychology/Biology
Duke University School of Medicine 2008 — 2008
Certificate of Completion, Pre-Medical intensive
David Miller David Miller's Loeb Partners Experience July 2014 - Present
Job Associate at Loeb Partners
Industry Financial Services
Experience
Loeb Partners July 2014 - Present
InsightSquared October 2013 - June 2014
J.P. Morgan June 2013 - August 2013
IBM December 2011 - August 2012
IBM November 2009 - December 2011
IBM July 2008 - October 2009
Hamilton Sundstrand May 2007 - August 2007
Industrial Construction Company May 2006 - August 2006
Skills
Financial Modeling, Business Development, Forecasting, Strategy, Analytics, Start-ups, Mergers & Acquisitions, Strategic Planning, SaaS, Budgets, Investments, Cloud Computing, Sales, Investment Banking, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2004 — 2008
BS, Finance
CFA Institute
Passed Level 1
Loeb Partners July 2014 - Present
InsightSquared October 2013 - June 2014
J.P. Morgan June 2013 - August 2013
IBM December 2011 - August 2012
IBM November 2009 - December 2011
IBM July 2008 - October 2009
Hamilton Sundstrand May 2007 - August 2007
Industrial Construction Company May 2006 - August 2006
Skills
Financial Modeling, Business Development, Forecasting, Strategy, Analytics, Start-ups, Mergers & Acquisitions, Strategic Planning, SaaS, Budgets, Investments, Cloud Computing, Sales, Investment Banking, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2004 — 2008
BS, Finance
CFA Institute
Passed Level 1
Nicole Pollack Nicole Pollack's Loeb Partners Experience June 2012 - September 2014
Job Lincoln Center Legends Project Manager at Lincoln Center for the Performing Arts
Industry Performing Arts
Experience
Lincoln Center for the Performing Arts July 2015 - Present
Lincoln Center for the Performing Arts September 2014 - June 2015
Loeb Partners June 2012 - September 2014
Cultural Services of the French Embassy July 2011 - March 2012
CIEP October 2010 - April 2011
Diplomatic Corps at Franklin and Marshal College April 2008 - May 2010
Ryan and Lifter Law Offices June 2009 - August 2009
Skills
Nonprofits, French, Public Speaking, Research, English, Microsoft Office, SPSS, Financial Analysis, Data Analysis, International Relations, Editing, Spanish, Public Policy, Statistics, Fundraising, Higher Education, Event Planning, Social Media, PowerPoint
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, 2010, Philosophy and French with a minor in Religious Studies
Middlebury College 2008 — 2008
French, Theatre
American University of Paris 2007 — 2007
French, International Relations
Music Theatre Conservatory 2010 — 2010
Musical Theatre, Dance, and Acting Techniques
Lincoln Center for the Performing Arts July 2015 - Present
Lincoln Center for the Performing Arts September 2014 - June 2015
Loeb Partners June 2012 - September 2014
Cultural Services of the French Embassy July 2011 - March 2012
CIEP October 2010 - April 2011
Diplomatic Corps at Franklin and Marshal College April 2008 - May 2010
Ryan and Lifter Law Offices June 2009 - August 2009
Skills
Nonprofits, French, Public Speaking, Research, English, Microsoft Office, SPSS, Financial Analysis, Data Analysis, International Relations, Editing, Spanish, Public Policy, Statistics, Fundraising, Higher Education, Event Planning, Social Media, PowerPoint
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, 2010, Philosophy and French with a minor in Religious Studies
Middlebury College 2008 — 2008
French, Theatre
American University of Paris 2007 — 2007
French, International Relations
Music Theatre Conservatory 2010 — 2010
Musical Theatre, Dance, and Acting Techniques
Greg May Greg May's Loeb Partners Experience June 2005 - August 2006
Job Vice President Excess Casualty at Allied World
Industry Insurance
Experience
Allied World June 2008 - Present
Allied World Assurance June 2008 - September 2014
AIG August 2006 - June 2008
Loeb Partners June 2005 - August 2006
Skills
Fund Accounting, Umbrella Insurance, Commercial Insurance, Internal Controls, Financial Statement..., Brokers, General Insurance, Legal Liability, Property & Casualty..., Risk Management, Insurance, Reinsurance, Professional Liability, Underwriting, Casualty Insurance, Excess, Liability
Education
Fairfield University 2001 — 2005
Bachelor's degree, Accounting and Finance
Millburn High School 1997 — 2001
Allied World June 2008 - Present
Allied World Assurance June 2008 - September 2014
AIG August 2006 - June 2008
Loeb Partners June 2005 - August 2006
Skills
Fund Accounting, Umbrella Insurance, Commercial Insurance, Internal Controls, Financial Statement..., Brokers, General Insurance, Legal Liability, Property & Casualty..., Risk Management, Insurance, Reinsurance, Professional Liability, Underwriting, Casualty Insurance, Excess, Liability
Education
Fairfield University 2001 — 2005
Bachelor's degree, Accounting and Finance
Millburn High School 1997 — 2001
Izabella Elkis Izabella Elkis's Loeb Partners Experience June 2008 - August 2008
Job Investor Relations at Hudson Executive Capital
Industry Financial Services
Experience
Hudson Executive Capital June 2015 - Present
Corsair Capital Management August 2013 - June 2015
PIMCO May 2011 - August 2013
Morgan Stanley 2010 - May 2011
Morgan Stanley June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA
American University of Paris
Corona del Mar High School
Hudson Executive Capital June 2015 - Present
Corsair Capital Management August 2013 - June 2015
PIMCO May 2011 - August 2013
Morgan Stanley 2010 - May 2011
Morgan Stanley June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA
American University of Paris
Corona del Mar High School
Harrison Croll Harrison Croll's Loeb Partners Experience June 2014 - August 2014
Job Trading Solutions Summer Intern at Bloomberg LP
Industry
Experience
Bloomberg LP May 2015 - Present
Loeb Partners June 2014 - August 2014
BTM Corporation (Business Technology Management) June 2013 - August 2013
Skills
Microsoft Excel, Research, Customer Service, Sales, Microsoft Word, English, PowerPoint, Microsoft Office, Outlook, Facebook, Windows, Teaching, Photoshop
Education
Middlebury College 2012 — 2016
Economics and Mathematics
Brunswick School 1999 — 2012
High School Diploma
Bloomberg LP May 2015 - Present
Loeb Partners June 2014 - August 2014
BTM Corporation (Business Technology Management) June 2013 - August 2013
Skills
Microsoft Excel, Research, Customer Service, Sales, Microsoft Word, English, PowerPoint, Microsoft Office, Outlook, Facebook, Windows, Teaching, Photoshop
Education
Middlebury College 2012 — 2016
Economics and Mathematics
Brunswick School 1999 — 2012
High School Diploma
NUMERIANO JUN AVERILLA NUMERIANO JUN AVERILLA's Loeb Partners Experience July 2012 - Present
Job ASSISTANT at LOEB
Industry Insurance
Experience
Loeb Partners July 2012 - Present
Swiss Re / Fox Pitt Kelton / Securitas August 1998 - June 2012
The Heights Casino January 1986 - December 1998
Columbia University, College of Physician's & Surgeons,Faculty Club January 1980 - January 1984
Skills
Insurance, Reinsurance, Brokers, Legal Liability
Education
San Beda College 1982 — 1984
LAW
San Sebastian College
Bachelor of Arts, Political Science
Loeb Partners July 2012 - Present
Swiss Re / Fox Pitt Kelton / Securitas August 1998 - June 2012
The Heights Casino January 1986 - December 1998
Columbia University, College of Physician's & Surgeons,Faculty Club January 1980 - January 1984
Skills
Insurance, Reinsurance, Brokers, Legal Liability
Education
San Beda College 1982 — 1984
LAW
San Sebastian College
Bachelor of Arts, Political Science
Eliza Breed's Loeb Partners Experience June 2014 - July 2014
Job Senior Learning Specialist at Grovo
Industry Marketing and Advertising
Experience
Grovo September 2015 - Present
SpiderCare May 2012 - August 2015
Loeb Partners June 2014 - July 2014
Hamlin Capital LLC June 2013 - August 2013
Skills
Bloomberg certified,..., Microsoft Office Suite,..., Research, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Leadership, Teamwork
Education
University of Richmond 2011 — 2015
Grovo September 2015 - Present
SpiderCare May 2012 - August 2015
Loeb Partners June 2014 - July 2014
Hamlin Capital LLC June 2013 - August 2013
Skills
Bloomberg certified,..., Microsoft Office Suite,..., Research, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Leadership, Teamwork
Education
University of Richmond 2011 — 2015
Jonathan Reich's Loeb Partners Experience April 2015 - Present
Job General Counsel at Loeb Partners
Industry Law Practice
Experience
Loeb Partners April 2015 - Present
Loeb Partners August 2014 - March 2015
Schulte Roth & Zabel LLP May 2011 - August 2014
Centerbridge Partners February 2014 - July 2014
Credit Suisse March 2013 - February 2014
Willkie Farr & Gallagher LLP January 2007 - May 2011
Skills
Mergers, Corporate Law, Private Equity/Venture..., Securities Regulation, Corporate Governance, Joint Ventures, International Law, Securities, Securities Offerings, Cross-border..., Legal Assistance, Private Equity, Mergers & Acquisitions, Regulatory Compliance, Legal Advice, Civil Litigation
Education
Columbia University School of Law 2004 — 2007
Doctor of Law (J.D.)
Columbia University in the City of New York 2000 — 2004
BA
Loeb Partners April 2015 - Present
Loeb Partners August 2014 - March 2015
Schulte Roth & Zabel LLP May 2011 - August 2014
Centerbridge Partners February 2014 - July 2014
Credit Suisse March 2013 - February 2014
Willkie Farr & Gallagher LLP January 2007 - May 2011
Skills
Mergers, Corporate Law, Private Equity/Venture..., Securities Regulation, Corporate Governance, Joint Ventures, International Law, Securities, Securities Offerings, Cross-border..., Legal Assistance, Private Equity, Mergers & Acquisitions, Regulatory Compliance, Legal Advice, Civil Litigation
Education
Columbia University School of Law 2004 — 2007
Doctor of Law (J.D.)
Columbia University in the City of New York 2000 — 2004
BA
Rachel Samuels Prew Rachel Samuels Prew's Loeb Partners Experience August 2011 - Present
Job Associate at Loeb Partners
Industry Investment Banking
Experience
Loeb Partners August 2011 - Present
NYC Department of Education June 2011 - July 2011
Goodwin Procter LLP October 2008 - November 2009
Goodwin Procter LLP May 2007 - August 2007
Office of the Special Commissioner of Investigations for the New York City School District May 2006 - August 2006
Skills
Securities, Venture Capital, Private Equity, Mergers & Acquisitions, Equities, Corporate Law, Investment Banking, Valuation, Investments, Restructuring, Capital Markets, Licensing, Joint Ventures, Legal Writing, Legal Research, Civil Litigation
Education
Boston University School of Law 2005 — 2008
J.D.
The George Washington University 2001 — 2005
Loeb Partners August 2011 - Present
NYC Department of Education June 2011 - July 2011
Goodwin Procter LLP October 2008 - November 2009
Goodwin Procter LLP May 2007 - August 2007
Office of the Special Commissioner of Investigations for the New York City School District May 2006 - August 2006
Skills
Securities, Venture Capital, Private Equity, Mergers & Acquisitions, Equities, Corporate Law, Investment Banking, Valuation, Investments, Restructuring, Capital Markets, Licensing, Joint Ventures, Legal Writing, Legal Research, Civil Litigation
Education
Boston University School of Law 2005 — 2008
J.D.
The George Washington University 2001 — 2005
Sarah Vandagriff's Loeb Partners Experience 1981 - 1994
Job Retail and Multifamily Management, Leasing, Sales
Industry Real Estate
Experience
GlassRatner Management & Realty Advisors LLC May 2012 - Present
Vanguard Property Services, LLC 2010 - Present
Vanguard Commercial Realty, Inc. 1994 - 2010
Loeb Partners 1981 - 1994
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Apartments, Asset Management, Brokerage, Buyer Representation, Commercial Real Estate, Condos, Disposition, Finance, Foreclosures, Investments, Investors, Leases, Property, Property Management, REO, Sellers, Shopping Centers, Short Sales, Tenant Representation
Education
Florida State University
Mathematics
GlassRatner Management & Realty Advisors LLC May 2012 - Present
Vanguard Property Services, LLC 2010 - Present
Vanguard Commercial Realty, Inc. 1994 - 2010
Loeb Partners 1981 - 1994
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Apartments, Asset Management, Brokerage, Buyer Representation, Commercial Real Estate, Condos, Disposition, Finance, Foreclosures, Investments, Investors, Leases, Property, Property Management, REO, Sellers, Shopping Centers, Short Sales, Tenant Representation
Education
Florida State University
Mathematics
Michael Gengrinovich's Loeb Partners Experience April 2007 - January 2009
Job analyst at Loeb Partners
Industry Financial Services
Experience
Loeb Partners April 2007 - January 2009
Skills
Options, Valuation, Corporate Finance, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Trading
Education
New York University 2009 — 2014
Doctor of Philosophy (Ph.D.), Accounting
Yale University 1995 — 1999
Loeb Partners April 2007 - January 2009
Skills
Options, Valuation, Corporate Finance, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Trading
Education
New York University 2009 — 2014
Doctor of Philosophy (Ph.D.), Accounting
Yale University 1995 — 1999
Jeffrey Kenney's Loeb Partners Experience February 2008 - June 2008
Job Senior Financial Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon November 2008 - Present
Loeb Partners February 2008 - June 2008
Prudential Equity Group December 1989 - August 2007
prudential 1987 - 2007
Skills
Securities, Equities, Bloomberg, Fixed Income, Series 7, Series 63, Options, ETFs, Credit Derivatives, Hedge Funds, Trading Systems, Alternative Investments, Equity Trading, FINRA
Education
Rowan University 1981 — 1987
Middletown 1978 — 1981
Bank of New York Mellon November 2008 - Present
Loeb Partners February 2008 - June 2008
Prudential Equity Group December 1989 - August 2007
prudential 1987 - 2007
Skills
Securities, Equities, Bloomberg, Fixed Income, Series 7, Series 63, Options, ETFs, Credit Derivatives, Hedge Funds, Trading Systems, Alternative Investments, Equity Trading, FINRA
Education
Rowan University 1981 — 1987
Middletown 1978 — 1981
Ian Gewirtz's Loeb Partners Experience March 1996 - March 2003
Job Executive Recruiter at High Water Staffing
Industry Financial Services
Experience
High Water Staffing September 2015 - Present
Canda Capital March 2003 - August 2011
Loeb Partners March 1996 - March 2003
BEA Associates January 1995 - March 1996
Wertheim Schroder 1993 - 1993
Skills
Securities, Equities, Option Valuation, Capital Markets, Options, Financial Analysis, Investments, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management
Education
Cornell University 1990 — 1994
BS
High Water Staffing September 2015 - Present
Canda Capital March 2003 - August 2011
Loeb Partners March 1996 - March 2003
BEA Associates January 1995 - March 1996
Wertheim Schroder 1993 - 1993
Skills
Securities, Equities, Option Valuation, Capital Markets, Options, Financial Analysis, Investments, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management
Education
Cornell University 1990 — 1994
BS
Joshua Schwalbe's Loeb Partners Experience June 2004 - August 2004
Job Vice President at Blackpoint Partners LLC
Industry Commercial Real Estate
Experience
Blackpoint Partners LLC July 2010 - Present
Savills November 2008 - July 2010
DTZ Rockwood June 2005 - February 2008
Loeb Partners June 2004 - August 2004
Credit Suisse First Boston June 2000 - April 2003
Skills
Real Estate Transactions, Asset Management, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Leases, Negotiation, Retail, Due Diligence
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate & Finance
Brandeis University 1996 — 2000
BA, Economics & History
Blackpoint Partners LLC July 2010 - Present
Savills November 2008 - July 2010
DTZ Rockwood June 2005 - February 2008
Loeb Partners June 2004 - August 2004
Credit Suisse First Boston June 2000 - April 2003
Skills
Real Estate Transactions, Asset Management, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Leases, Negotiation, Retail, Due Diligence
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate & Finance
Brandeis University 1996 — 2000
BA, Economics & History
Philip Keating's Loeb Partners Experience January 2014 - Present
Job Managing Director at Loeb Partners
Industry Investment Banking
Experience
Loeb Partners January 2014 - Present
NFR BioEnergy LLC July 2014 - Present
Legends 10 (global agent and manager for Pelé) June 2012 - December 2013
SoundWater Capital LLC 2011 - December 2013
Lazard 2007 - 2011
First Albany Capital / Broadpoint 2003 - 2007
UBS Investment Bank 1998 - 2003
Skills
Private Equity, Equities, Finance, Structured Finance, Private Placements, Debt Restructuring, Managerial Finance, Management, Financial Advisory, Investment Banking, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA
Franklin & Marshall College 1986 — 1990
BA
Loeb Partners January 2014 - Present
NFR BioEnergy LLC July 2014 - Present
Legends 10 (global agent and manager for Pelé) June 2012 - December 2013
SoundWater Capital LLC 2011 - December 2013
Lazard 2007 - 2011
First Albany Capital / Broadpoint 2003 - 2007
UBS Investment Bank 1998 - 2003
Skills
Private Equity, Equities, Finance, Structured Finance, Private Placements, Debt Restructuring, Managerial Finance, Management, Financial Advisory, Investment Banking, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA
Franklin & Marshall College 1986 — 1990
BA
Joffre Astudillo's Loeb Partners Experience March 2005 - February 2008
Job AVP at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
Marcia Urban's Loeb Partners Experience August 1988 - October 1991
Job Director Fiduciary Services Wells Fargo Family Wealth
Industry Financial Services
Experience
Abbot Downing - A Wells Fargo Business January 2002 - Present
KPMG January 1994 - December 2001
Coopers & Lybrand Consulting January 1993 - December 1993
Loeb Partners August 1988 - October 1991
Education
The University of New Mexico
B.A., Secondary Education
Temple University - James E. Beasley School of Law
LL.M., Taxation
Hamline University School of Law
J.D., Law
Stephens College
B.A., Mathematics & Dance
Abbot Downing - A Wells Fargo Business January 2002 - Present
KPMG January 1994 - December 2001
Coopers & Lybrand Consulting January 1993 - December 1993
Loeb Partners August 1988 - October 1991
Education
The University of New Mexico
B.A., Secondary Education
Temple University - James E. Beasley School of Law
LL.M., Taxation
Hamline University School of Law
J.D., Law
Stephens College
B.A., Mathematics & Dance
Kathryn Posses's Loeb Partners Experience January 1983 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Patriarch Partners April 2011 - July 2011
Law Office of Jill L. Brooks, and Jill L. Brooks of counsel to The Fuchsberg Law Firm January 2007 - May 2007
Loeb Partners January 1983 - April 2007
Education
Brooklyn College
Patriarch Partners April 2011 - July 2011
Law Office of Jill L. Brooks, and Jill L. Brooks of counsel to The Fuchsberg Law Firm January 2007 - May 2007
Loeb Partners January 1983 - April 2007
Education
Brooklyn College
Stephen Raneri's Loeb Partners Experience 1999 - 2001
Job Portfolio Manager
Industry Financial Services
Experience
LionEye Capital 2009 - Present
Ramius Capital Group 2004 - 2008
Soros Fund Management 2001 - 2004
Loeb Partners 1999 - 2001
Skills
Event Driven, Hedge Funds, Alternative Investments, Equity Research, Equities, Asset Managment, Portfolio Management, Trading, Investments, Valuation, Value Investing, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Magna Cum Laude, Finance and Decision Sciences
LionEye Capital 2009 - Present
Ramius Capital Group 2004 - 2008
Soros Fund Management 2001 - 2004
Loeb Partners 1999 - 2001
Skills
Event Driven, Hedge Funds, Alternative Investments, Equity Research, Equities, Asset Managment, Portfolio Management, Trading, Investments, Valuation, Value Investing, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Magna Cum Laude, Finance and Decision Sciences
Qi Liu, CFA's Loeb Partners Experience May 2006 - September 2006
Job Senior Associate (Private Equity)
Industry Investment Management
Experience
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
TorreyCove Capital Partners January 2014 - Present
Macquarie Group November 2011 - January 2014
Ballentine Partners, LLC January 2009 - December 2010
Wellington Management Company, LLP July 2007 - December 2008
Loeb Partners May 2006 - September 2006
AIG June 2005 - September 2005
Skills
Investment Management, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Microsoft Office, Valuation, Fixed Income, Equities, Cleantech, Equity Research, Bloomberg, Asset Management
Education
Massachusetts Institute of Technology 2003 — 2007
B.A., Mathematics; Management Science;, 4.5/5
Brooke Epstein's Loeb Partners Experience June 2008 - August 2008
Job Senior Associate at Ares Management
Industry Financial Services
Experience
Ares Management July 2015 - Present
Ares Management August 2012 - Present
Barclays Capital July 2010 - August 2012
Barclays Capital June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital IQ, Capital Markets, LBO, Fixed Income, Financial Analysis
Education
Emory University 2006 — 2010
Bachelor of Business Administration (BBA)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ares Management July 2015 - Present
Ares Management August 2012 - Present
Barclays Capital July 2010 - August 2012
Barclays Capital June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital IQ, Capital Markets, LBO, Fixed Income, Financial Analysis
Education
Emory University 2006 — 2010
Bachelor of Business Administration (BBA)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vince Coccoli's Loeb Partners Experience March 1999 - March 2008
Job Independent Computer Software Professional
Industry Computer Software
Experience
Vinco April 2008 - Present
Loeb Partners March 1999 - March 2008
SS&C Technologies February 1993 - February 1999
Skills
Accounting, Accounting Systems, Microsoft Office, Auditing, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Accounting System, Internal Controls
Education
University of Bridgeport 1957 — 1960
BS, Merchandising, Accounting
NYU 1956 — 1957
transfered to Univ of Bridgeport, Merchandising, Accounting
Vinco April 2008 - Present
Loeb Partners March 1999 - March 2008
SS&C Technologies February 1993 - February 1999
Skills
Accounting, Accounting Systems, Microsoft Office, Auditing, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Accounting System, Internal Controls
Education
University of Bridgeport 1957 — 1960
BS, Merchandising, Accounting
NYU 1956 — 1957
transfered to Univ of Bridgeport, Merchandising, Accounting
fred fruitman's Loeb Partners Experience 1990 - Present
Job managing director at Loeb Partners
Industry Financial Services
Experience
Loeb Partners 1990 - Present
Education
Harvard Business School 1979 — 1981
Master of Business Administration (MBA)
University of Toronto 1974 — 1976
Bachelor of Laws (LLB), Law
University of Oxford 1972 — 1974
Master of Arts (MA), Jurisprudence
Massachusetts Institute of Technology 1968 — 1972
SB, Economics
Loeb Partners 1990 - Present
Education
Harvard Business School 1979 — 1981
Master of Business Administration (MBA)
University of Toronto 1974 — 1976
Bachelor of Laws (LLB), Law
University of Oxford 1972 — 1974
Master of Arts (MA), Jurisprudence
Massachusetts Institute of Technology 1968 — 1972
SB, Economics
Jun Averilla's Loeb Partners Experience July 2012 - Present
Job Assistant at LOEB
Industry Investment Banking
Experience
Loeb Partners July 2012 - Present
Swiss Re / Fox Pitt Kelton / Securitas 1992 - 2005
The Heights Casino January 1986 - December 1998
Education
San Beda College
Law
Loeb Partners July 2012 - Present
Swiss Re / Fox Pitt Kelton / Securitas 1992 - 2005
The Heights Casino January 1986 - December 1998
Education
San Beda College
Law
peter tcherepnine's Loeb Partners Experience PresidentLoeb Capital Management1993 - Present
Job executive vice president at Loeb Partners
Industry Financial Services
Experience
Loeb Partners PresidentLoeb Capital Management1993 - Present
Skills
Equities, Private Equity, Venture Capital, Capital Markets
Education
Harvard College 1956 — 1960
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
Loeb Partners PresidentLoeb Capital Management1993 - Present
Skills
Equities, Private Equity, Venture Capital, Capital Markets
Education
Harvard College 1956 — 1960
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics