Longfellow Investment Management Co.
Description
Address: 20 Winthrop Square, Boston, MA 02110 Phone: (617) 695-3504: Website: Hours: : Place name: : : : : Category: Website: http://longfellowim.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Longfellow Investment Management Co. Posting publicly on the Web Write a review Reviews Be the first to review
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Longfellow Investment Management Co. Employees
Employee
Years
Job
Industry
Vinjola Dhamo Vinjola Dhamo's Longfellow Investment Management Co. Experience January 2010 - July 2013
Job MBA Graduate
Industry Management Consulting
Experience
MFA Cornerstone Consulting, LLC January 2015 - July 2015
Riverbed Technology June 2014 - August 2014
Longfellow Investment Management Co. January 2010 - July 2013
Huron Consulting Group June 2008 - June 2009
Huron Consulting Group June 2006 - June 2008
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy, Graduated with Academic Distinction
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Finance
MFA Cornerstone Consulting, LLC January 2015 - July 2015
Riverbed Technology June 2014 - August 2014
Longfellow Investment Management Co. January 2010 - July 2013
Huron Consulting Group June 2008 - June 2009
Huron Consulting Group June 2006 - June 2008
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy, Graduated with Academic Distinction
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Finance
Alex Graham, CAIA Alex Graham, CAIA's Longfellow Investment Management Co. Experience September 1997 - Present
Job Portfolio Manager & Senior Analyst at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co. September 1997 - Present
Skills
Investments, Bloomberg, Fixed Income, Asset Management, Financial Modeling, Fixed Income Analysis, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1993
BS Finance
Schweser
Longfellow Investment Management Co. September 1997 - Present
Skills
Investments, Bloomberg, Fixed Income, Asset Management, Financial Modeling, Fixed Income Analysis, Alternative Investments
Education
University of Massachusetts Lowell 1988 — 1993
BS Finance
Schweser
Dylan Lewis Dylan Lewis's Longfellow Investment Management Co. Experience June 2013 - January 2014
Job Bureau Chief Tech & Consumer Goods
Industry Financial Services
Experience
The Motley Fool June 2014 - Present
Bulls, Bears, People from Connecticut January 2014 - May 2014
Longfellow Investment Management Co. June 2013 - January 2014
Bleacher Report June 2012 - February 2013
Wellington Management January 2012 - June 2012
Shoebuy.com January 2011 - June 2011
AFLAC NY May 2010 - August 2010
All-Star Baseball Camp June 2006 - August 2009
Skills
Social Media Marketing, Marketing, Social Media, Newsletters, Facebook, Social Networking, Blogging, Internal Communications, Microsoft Office, Event Planning, Public Relations, WordPress, PowerPoint, Press Releases, Microsoft Excel, Creative Writing, Sales
Education
Northeastern University 2009 — 2014
Business, Finance, Journalism
Northern Highlands Regional High School 2005 — 2009
High School DiplomaClass of 2009
The Motley Fool June 2014 - Present
Bulls, Bears, People from Connecticut January 2014 - May 2014
Longfellow Investment Management Co. June 2013 - January 2014
Bleacher Report June 2012 - February 2013
Wellington Management January 2012 - June 2012
Shoebuy.com January 2011 - June 2011
AFLAC NY May 2010 - August 2010
All-Star Baseball Camp June 2006 - August 2009
Skills
Social Media Marketing, Marketing, Social Media, Newsletters, Facebook, Social Networking, Blogging, Internal Communications, Microsoft Office, Event Planning, Public Relations, WordPress, PowerPoint, Press Releases, Microsoft Excel, Creative Writing, Sales
Education
Northeastern University 2009 — 2014
Business, Finance, Journalism
Northern Highlands Regional High School 2005 — 2009
High School DiplomaClass of 2009
Barbara J. McKenna's Longfellow Investment Management Co. Experience April 2005 - Present
Job Managing Principal/Portfolio Manager at Longfellow Investment Mgmt
Industry Investment Management
Experience
Longfellow Investment Management Co. April 2005 - Present
American Beacon Funds August 2012 - Present
State Street Research / now BlackRock 2001 - 2005
Standish Ayer & Wood / now Standish Mellon October 1996 - August 2001
BayBank Investment Mgmt / now Bank of America January 1992 - September 1996
BayBank Boston May 1988 - December 1991
Massachusetts Capital Resource Co. (MCRC) June 1985 - May 1988
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MS
Boston College 1981 — 1985
BS
Longfellow Investment Management Co. April 2005 - Present
American Beacon Funds August 2012 - Present
State Street Research / now BlackRock 2001 - 2005
Standish Ayer & Wood / now Standish Mellon October 1996 - August 2001
BayBank Investment Mgmt / now Bank of America January 1992 - September 1996
BayBank Boston May 1988 - December 1991
Massachusetts Capital Resource Co. (MCRC) June 1985 - May 1988
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MS
Boston College 1981 — 1985
BS
Jian Wu Jian Wu's Longfellow Investment Management Co. Experience October 2014 - Present
Job Credit Research Intern at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. October 2014 - Present
360 Huntington Fund, Northeastern University Endowment September 2014 - May 2015
UBS Wealth Management January 2012 - April 2014
Northeastern University September 2010 - June 2011
Galaxy Securities Co. Ltd June 2008 - August 2008
College of Economics, South-Central University for Nationalities September 2006 - June 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Equities, Microsoft Excel, Fixed Income, SAS, Mandarin, Quantitative Finance, Statistics, R, Stata, Monte Carlo Simulation, Time Series Analysis
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Applied Mathematics
South-Central University for Nationalities 2005 — 2009
Bachelor, Finance
Longfellow Investment Management Co. October 2014 - Present
360 Huntington Fund, Northeastern University Endowment September 2014 - May 2015
UBS Wealth Management January 2012 - April 2014
Northeastern University September 2010 - June 2011
Galaxy Securities Co. Ltd June 2008 - August 2008
College of Economics, South-Central University for Nationalities September 2006 - June 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Equities, Microsoft Excel, Fixed Income, SAS, Mandarin, Quantitative Finance, Statistics, R, Stata, Monte Carlo Simulation, Time Series Analysis
Education
Northeastern University 2014 — 2015
Master of Science (M.S.), Applied Mathematics
South-Central University for Nationalities 2005 — 2009
Bachelor, Finance
Jeff Doran, CFA Jeff Doran, CFA's Longfellow Investment Management Co. Experience 2000 - 2006
Job Director, Investor Relations at Sankaty Advisors
Industry Investment Management
Experience
Sankaty Advisors November 2011 - Present
Acadian Asset Management June 2007 - November 2011
Longfellow Investment Management Co 2000 - 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
MBA
Middlebury College 1996 — 2000
BA, Economics
Sankaty Advisors November 2011 - Present
Acadian Asset Management June 2007 - November 2011
Longfellow Investment Management Co 2000 - 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
MBA
Middlebury College 1996 — 2000
BA, Economics
Mack Micera's Longfellow Investment Management Co. Experience May 2014 - June 2014
Job GE Financial Management Program EID
Industry Financial Services
Experience
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Corinne Larson's Longfellow Investment Management Co. Experience October 2013 - Present
Job Principal, Director of Marketing at Longfellow Investment Management
Industry Financial Services
Experience
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Ashley Bannish's Longfellow Investment Management Co. Experience 2011 - August 2012
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Longfellow Investment Management Co. 2011 - August 2012
Skills
Financial Analysis, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Word
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Longfellow Investment Management Co. 2011 - August 2012
Skills
Financial Analysis, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Word
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Karen Wehrle Karen Wehrle's Longfellow Investment Management Co. Experience July 2015 - Present
Job Marketing/Investments Coop at Longfellow Investment Management Co.
Industry
Experience
Longfellow Investment Management Co. July 2015 - Present
Advent International July 2014 - February 2015
Partners HealthCare July 2013 - June 2014
Atlas Properties January 2013 - April 2013
Staples March 2009 - January 2013
Skills
Microsoft Office, PeopleSoft, Financial Analysis, Organization Skills, Customer Service, Microsoft Excel, Microsoft Word, Time Management, ImageNow, Marketing, Bloomberg, Accounts Payable
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business Administration, Finance
Longfellow Investment Management Co. July 2015 - Present
Advent International July 2014 - February 2015
Partners HealthCare July 2013 - June 2014
Atlas Properties January 2013 - April 2013
Staples March 2009 - January 2013
Skills
Microsoft Office, PeopleSoft, Financial Analysis, Organization Skills, Customer Service, Microsoft Excel, Microsoft Word, Time Management, ImageNow, Marketing, Bloomberg, Accounts Payable
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business Administration, Finance
Ian Melonuk, CPA Ian Melonuk, CPA's Longfellow Investment Management Co. Experience May 2013 - May 2014
Job Application Sales Representative at Oracle
Industry Financial Services
Experience
Oracle July 2015 - Present
Maxim Integrated June 2014 - July 2015
Longfellow Investment Management Co. May 2013 - May 2014
Bartlett, Pringle & Wolf, LLP November 2009 - July 2012
Select Staffing June 2008 - November 2009
Skills
CPA, US GAAP, Internal Controls, Tax, Corporate Tax, Accounting, Tax Accounting, Strategic Financial..., Microsoft Excel, Accounts Payable, Payroll, Financial Modeling, Income Tax, Sarbanes-Oxley Act, External Audit, Cash Flow, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
University of California, Santa Barbara
Bachelors, Business Economics, Accounting
Oracle July 2015 - Present
Maxim Integrated June 2014 - July 2015
Longfellow Investment Management Co. May 2013 - May 2014
Bartlett, Pringle & Wolf, LLP November 2009 - July 2012
Select Staffing June 2008 - November 2009
Skills
CPA, US GAAP, Internal Controls, Tax, Corporate Tax, Accounting, Tax Accounting, Strategic Financial..., Microsoft Excel, Accounts Payable, Payroll, Financial Modeling, Income Tax, Sarbanes-Oxley Act, External Audit, Cash Flow, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
University of California, Santa Barbara
Bachelors, Business Economics, Accounting
Maria Jose Vasquez's Longfellow Investment Management Co. Experience January 2013 - August 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
KPP Search February 2015 - April 2015
Goldman Sachs May 2014 - August 2014
Union Investment Management February 2014 - April 2014
Zolio Inc June 2013 - August 2013
Longfellow Investment Management Co. January 2013 - August 2013
Incapital January 2013 - January 2013
Incapital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, Financial Analysis, Twitter, Data Analysis, Research, Access, SPSS, Facebook
Education
Boston University London Campus 2014 — 2015
Economics and Finance [Spring 2014] Management [Spring 2015]
Boston University 2011 — 2015
Business Administration
KPP Search February 2015 - April 2015
Goldman Sachs May 2014 - August 2014
Union Investment Management February 2014 - April 2014
Zolio Inc June 2013 - August 2013
Longfellow Investment Management Co. January 2013 - August 2013
Incapital January 2013 - January 2013
Incapital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, Financial Analysis, Twitter, Data Analysis, Research, Access, SPSS, Facebook
Education
Boston University London Campus 2014 — 2015
Economics and Finance [Spring 2014] Management [Spring 2015]
Boston University 2011 — 2015
Business Administration
Karen Locascio Karen Locascio's Longfellow Investment Management Co. Experience October 2004 - August 2011
Job Proofreader at Pearson
Industry Writing and Editing
Experience
Pearson April 2015 - Present
Consultant/Freelance October 2011 - Present
Beacon Hill Staffing Group February 2012 - December 2014
UMass Boston September 2012 - June 2014
Hanging Loose Press September 2011 - June 2012
Longfellow Investment Management Co. October 2004 - August 2011
Morgan Stanley October 2000 - October 2004
Professional Staffing Group April 2000 - October 2000
Rubenstein Associates June 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Writing, Proofreading, Editing, Creative Writing, Research, Copy Editing, Teaching, Reading Strategies, Study Skills, Academic Tutoring
Education
UMass Boston 2011 — 2014
Master of Fine Arts (M.F.A.), Creative Writing - Poetry
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Pearson April 2015 - Present
Consultant/Freelance October 2011 - Present
Beacon Hill Staffing Group February 2012 - December 2014
UMass Boston September 2012 - June 2014
Hanging Loose Press September 2011 - June 2012
Longfellow Investment Management Co. October 2004 - August 2011
Morgan Stanley October 2000 - October 2004
Professional Staffing Group April 2000 - October 2000
Rubenstein Associates June 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Writing, Proofreading, Editing, Creative Writing, Research, Copy Editing, Teaching, Reading Strategies, Study Skills, Academic Tutoring
Education
UMass Boston 2011 — 2014
Master of Fine Arts (M.F.A.), Creative Writing - Poetry
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Jeff Kincaid Jeff Kincaid's Longfellow Investment Management Co. Experience May 2014 - May 2015
Job Compliance Officer at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Longfellow Investment Management Co. May 2014 - May 2015
Bain Capital: Sankaty Advisors February 2014 - May 2014
The Boston Globe January 2014 - January 2014
Pioneer Investments November 2013 - November 2013
iFactory April 2013 - October 2013
Stavis Seafoods April 2012 - April 2013
Huntington Theatre Company May 2011 - August 2012
DentaQuest December 2011 - April 2012
The First Church of Christ, Scientist June 2011 - October 2011
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, PowerPoint, Database Administration, Data Entry, Budgets, Inventory Planning, Teleconferencing, NetMeeting
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS)
Rochester Institute of Technology 2007 — 2010
BFA
State Street June 2015 - Present
Longfellow Investment Management Co. May 2014 - May 2015
Bain Capital: Sankaty Advisors February 2014 - May 2014
The Boston Globe January 2014 - January 2014
Pioneer Investments November 2013 - November 2013
iFactory April 2013 - October 2013
Stavis Seafoods April 2012 - April 2013
Huntington Theatre Company May 2011 - August 2012
DentaQuest December 2011 - April 2012
The First Church of Christ, Scientist June 2011 - October 2011
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, PowerPoint, Database Administration, Data Entry, Budgets, Inventory Planning, Teleconferencing, NetMeeting
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS)
Rochester Institute of Technology 2007 — 2010
BFA
Francisco Perez-Lucena's Longfellow Investment Management Co. Experience July 2015 - Present
Job Student at Northeastern University
Industry Financial Services
Experience
Longfellow Investment Management Co. July 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Research, Social Media
Education
Northeastern University 2014 — 2017
Bachelor of Science in Business Administration (B.S.B.A), Finance and Accounting; Minor in Economics
Suffolk University 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Finance and Accounting
Longfellow Investment Management Co. July 2015 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Research, Social Media
Education
Northeastern University 2014 — 2017
Bachelor of Science in Business Administration (B.S.B.A), Finance and Accounting; Minor in Economics
Suffolk University 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Finance and Accounting
Christopher Coddington's Longfellow Investment Management Co. Experience May 2015 - August 2015
Job Student, Bentley University
Industry Investment Management
Experience
Longfellow Investment Management Co. May 2015 - August 2015
Longfellow Investment Management Co. May 2014 - August 2014
Skills
Leadership, Investment Management, Financial Analysis, Microsoft Office, Accounting, Event Management, Event Planning
Education
Bentley University 2013 — 2017
Bachelor of Science, Economics-Finance
Wellesley High School 2009 — 2013
Diploma
Longfellow Investment Management Co. May 2015 - August 2015
Longfellow Investment Management Co. May 2014 - August 2014
Skills
Leadership, Investment Management, Financial Analysis, Microsoft Office, Accounting, Event Management, Event Planning
Education
Bentley University 2013 — 2017
Bachelor of Science, Economics-Finance
Wellesley High School 2009 — 2013
Diploma
John Sleight's Longfellow Investment Management Co. Experience September 2010 - January 2011
Job
Industry Capital Markets
Experience
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
Brian Garcia, CFA Brian Garcia, CFA's Longfellow Investment Management Co. Experience January 2014 - December 2014
Job Associate at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
Longfellow Investment Management Co. January 2014 - December 2014
Advent International February 2013 - July 2013
Merrill Lynch December 2006 - October 2012
Skills
Mutual Funds, Asset Allocation, Financial Analysis, Portfolio Management, Series 7, Investments, Alternative Investments, Data Analysis, Private Equity, Compliance, series 66, Chartered Financial..., Retirement, Wealth, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Wealth Management..., Separately Managed..., Wealth Management, High Net Worth..., Retirement Planning, Morningstar, Thompson One, Financial Modeling, Fixed Income, Equities
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2002 — 2006
BA, Economics and Legal Studies
Standard & Poor's January 2015 - Present
Longfellow Investment Management Co. January 2014 - December 2014
Advent International February 2013 - July 2013
Merrill Lynch December 2006 - October 2012
Skills
Mutual Funds, Asset Allocation, Financial Analysis, Portfolio Management, Series 7, Investments, Alternative Investments, Data Analysis, Private Equity, Compliance, series 66, Chartered Financial..., Retirement, Wealth, Financial Advisory, ETFs, Investment Strategies, Investment Advisory, Wealth Management..., Separately Managed..., Wealth Management, High Net Worth..., Retirement Planning, Morningstar, Thompson One, Financial Modeling, Fixed Income, Equities
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2002 — 2006
BA, Economics and Legal Studies
Michael Pacca's Longfellow Investment Management Co. Experience August 2015 - Present
Job Securitized Product Trader
Industry Financial Services
Experience
Longfellow Investment Management Co. August 2015 - Present
Drexel Hamilton September 2012 - August 2015
Drexel Hamilton July 2012 - September 2012
Florida State University June 2011 - April 2012
U.S. Army August 2004 - April 2008
U.S Army March 2006 - October 2006
Skills
Financial Modeling, Investments, Fixed Income, Team Leadership, Valuation, Financial Analysis, Series 7, Bloomberg, Microsoft Excel, Proficient in Excel, Leadership Development, Structured Products, Leadership, Effective written and..., series 66, Analysis, Finance, Management, Risk Management, Portfolio Management, Proficient in Power..., Proficient in Microsoft..., CMBS, ABS, RMBS, Non-Agency RMBS, CMO
Education
Florida State University 2011 — 2012
Masters in Finance, Portfolio/Asset Managment
Florida State University 2009 — 2011
Bachelors in Finance and Economics, Portfolio/Asset Management
U.S. Army Basic Non-Commissioned Officers Course
U.S. Army Jump Master School
U.S. Army Professional Leadership Development Course
U.S. Army Ranger School 10-03
U.S. Army Sniper School 02-05
Longfellow Investment Management Co. August 2015 - Present
Drexel Hamilton September 2012 - August 2015
Drexel Hamilton July 2012 - September 2012
Florida State University June 2011 - April 2012
U.S. Army August 2004 - April 2008
U.S Army March 2006 - October 2006
Skills
Financial Modeling, Investments, Fixed Income, Team Leadership, Valuation, Financial Analysis, Series 7, Bloomberg, Microsoft Excel, Proficient in Excel, Leadership Development, Structured Products, Leadership, Effective written and..., series 66, Analysis, Finance, Management, Risk Management, Portfolio Management, Proficient in Power..., Proficient in Microsoft..., CMBS, ABS, RMBS, Non-Agency RMBS, CMO
Education
Florida State University 2011 — 2012
Masters in Finance, Portfolio/Asset Managment
Florida State University 2009 — 2011
Bachelors in Finance and Economics, Portfolio/Asset Management
U.S. Army Basic Non-Commissioned Officers Course
U.S. Army Jump Master School
U.S. Army Professional Leadership Development Course
U.S. Army Ranger School 10-03
U.S. Army Sniper School 02-05
Joshua Stein, CFA Joshua Stein, CFA's Longfellow Investment Management Co. Experience December 2012 - Present
Job Analyst at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. December 2012 - Present
Capital IQ January 2011 - August 2012
State Street March 2008 - January 2011
John Hancock Financial Network June 2007 - February 2008
Skills
Financial Modeling, Fixed Income, Equities, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Economics, Analysis, Derivatives, Credit Analysis, Investment Banking, Investments, Investment Management, DCF, Private Equity, Credit, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Asset Management, 3.52/4.00
University of Massachusetts, Amherst
B.A., Economics
Newton North High School
Longfellow Investment Management Co. December 2012 - Present
Capital IQ January 2011 - August 2012
State Street March 2008 - January 2011
John Hancock Financial Network June 2007 - February 2008
Skills
Financial Modeling, Fixed Income, Equities, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Economics, Analysis, Derivatives, Credit Analysis, Investment Banking, Investments, Investment Management, DCF, Private Equity, Credit, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Asset Management, 3.52/4.00
University of Massachusetts, Amherst
B.A., Economics
Newton North High School
Andrew Shafter Andrew Shafter's Longfellow Investment Management Co. Experience January 2009 - February 2013
Job Portfolio Manager at Community Capital Management
Industry Investment Management
Experience
Community Capital Management May 2013 - Present
Longfellow Investment Management Co. January 2009 - February 2013
Banc One Capital Markets 1997 - 2001
Bank One 1997 - 2000
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Executive MBA Program
Hobart and William Smith Colleges 1984 — 1988
Community Capital Management May 2013 - Present
Longfellow Investment Management Co. January 2009 - February 2013
Banc One Capital Markets 1997 - 2001
Bank One 1997 - 2000
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Executive MBA Program
Hobart and William Smith Colleges 1984 — 1988
Igor Groysman's Longfellow Investment Management Co. Experience July 2011 - February 2014
Job Business Development Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth October 2014 - Present
Longfellow Investment Management Co. July 2011 - February 2014
JPMorgan Chase May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - June 2010
PNC Financial Services Group May 2008 - September 2008
Skills
Bloomberg, Factset, Financial Management, MS Office Suite, Cross-functional Team..., Finance, Microsoft Office, Managerial Finance, Accounting, Management, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Financial Planning
Education
Bentley University 2007 — 2011
Bachelors of Science, Economics-Finance, Law Minor
athenahealth October 2014 - Present
Longfellow Investment Management Co. July 2011 - February 2014
JPMorgan Chase May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - June 2010
PNC Financial Services Group May 2008 - September 2008
Skills
Bloomberg, Factset, Financial Management, MS Office Suite, Cross-functional Team..., Finance, Microsoft Office, Managerial Finance, Accounting, Management, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Financial Planning
Education
Bentley University 2007 — 2011
Bachelors of Science, Economics-Finance, Law Minor
Daniel Silla's Longfellow Investment Management Co. Experience August 2015 - Present
Job Investment Systems Analyst at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co. August 2015 - Present
BofI Federal Bank December 2014 - July 2015
San Diego State University August 2014 - December 2014
Teachscape March 2014 - May 2014
Wells Fargo August 2013 - February 2014
Glass, Lewis & Co. February 2013 - June 2013
United Nations International Fund for Agricultural Development February 2012 - August 2012
Banana Associates Investment Club March 2009 - June 2010
Grossman Financial Management June 2009 - September 2009
California YMCA Youth and Government September 2006 - December 2008
Skills
Fixed Income, Finance, Investments, Research, Corporate Finance, Econometrics, Statistics, Accounting, Corporate Governance, Excel, Derivatives, VBA, Word, PowerPoint, R, Stata, Financial Statement..., Visual Basic, SQL
Education
Trinity College, Dublin
Master of Science, Finance
University of California, Santa Cruz
Bachelor of Arts, Economics
San Diego State University-California State University
Information Systems
Longfellow Investment Management Co. August 2015 - Present
BofI Federal Bank December 2014 - July 2015
San Diego State University August 2014 - December 2014
Teachscape March 2014 - May 2014
Wells Fargo August 2013 - February 2014
Glass, Lewis & Co. February 2013 - June 2013
United Nations International Fund for Agricultural Development February 2012 - August 2012
Banana Associates Investment Club March 2009 - June 2010
Grossman Financial Management June 2009 - September 2009
California YMCA Youth and Government September 2006 - December 2008
Skills
Fixed Income, Finance, Investments, Research, Corporate Finance, Econometrics, Statistics, Accounting, Corporate Governance, Excel, Derivatives, VBA, Word, PowerPoint, R, Stata, Financial Statement..., Visual Basic, SQL
Education
Trinity College, Dublin
Master of Science, Finance
University of California, Santa Cruz
Bachelor of Arts, Economics
San Diego State University-California State University
Information Systems
Matthew Benfer's Longfellow Investment Management Co. Experience June 2009 - Present
Job at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co. June 2009 - Present
Boston College Carroll Graduate School of Management September 2007 - February 2010
Standard Life Investments June 2008 - September 2008
Goldman Sachs May 2004 - August 2007
Greenwich Associates 2002 - 2004
Liberty Mutual Insurance 2001 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, MSF
Boston College 1997 — 2001
BS, Finance, Information Systems
London School of Economics and Political Science 1999 — 2000
Longfellow Investment Management Co. June 2009 - Present
Boston College Carroll Graduate School of Management September 2007 - February 2010
Standard Life Investments June 2008 - September 2008
Goldman Sachs May 2004 - August 2007
Greenwich Associates 2002 - 2004
Liberty Mutual Insurance 2001 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, MSF
Boston College 1997 — 2001
BS, Finance, Information Systems
London School of Economics and Political Science 1999 — 2000
Lalitha Sundaram's Longfellow Investment Management Co. Experience June 2014 - Present
Job IT Consultant at Longfellow Investment Management Co.
Industry Information Technology and Services
Experience
Longfellow Investment Management Co. June 2014 - Present
Longfellow Investment Management Co. June 2010 - May 2014
Crosby Benefit Systems January 2009 - May 2010
Bankers Trust Company October 1984 - February 1992
Skills
Project Management, Data Analysis, Databases, Microsoft Excel, Microsoft Office
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Operations and IT
Rutgers University-New Brunswick
BA, Computer Science
Longfellow Investment Management Co. June 2014 - Present
Longfellow Investment Management Co. June 2010 - May 2014
Crosby Benefit Systems January 2009 - May 2010
Bankers Trust Company October 1984 - February 1992
Skills
Project Management, Data Analysis, Databases, Microsoft Excel, Microsoft Office
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Operations and IT
Rutgers University-New Brunswick
BA, Computer Science
Samir Agarwal's Longfellow Investment Management Co. Experience January 2014 - Present
Job Credit Analyst
Industry Investment Management
Experience
Longfellow Investment Management Co. January 2014 - Present
WNS Global Services January 2010 - July 2013
ARC Financial Services Private Limited July 2008 - January 2010
Castle Rock Capital January 2008 - April 2008
Skills
Equity Research, Financial Modeling, Microsoft Excel, Report Writing, Trading, Analysis, Research, Financial Services, Valuation, Equity Valuation, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, DCF, Capital Markets, Industry Research, Bloomberg, Equities, Investment Management, High Yield Bonds, Investment Grade Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Asset Management
Guru Gobind Singh Indraprastha University 2005 — 2008
Bachelor's Degree, Financial Management, Economics, Accounting, General Management, Computer programming.
CFA Program
Longfellow Investment Management Co. January 2014 - Present
WNS Global Services January 2010 - July 2013
ARC Financial Services Private Limited July 2008 - January 2010
Castle Rock Capital January 2008 - April 2008
Skills
Equity Research, Financial Modeling, Microsoft Excel, Report Writing, Trading, Analysis, Research, Financial Services, Valuation, Equity Valuation, Investment Banking, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, DCF, Capital Markets, Industry Research, Bloomberg, Equities, Investment Management, High Yield Bonds, Investment Grade Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Asset Management
Guru Gobind Singh Indraprastha University 2005 — 2008
Bachelor's Degree, Financial Management, Economics, Accounting, General Management, Computer programming.
CFA Program
David Stuehr, CFA's Longfellow Investment Management Co. Experience September 2009 - Present
Job Principal, Portfolio Manager at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co. September 2009 - Present
Hanover Strategic Management, LLC October 2005 - August 2009
Seneca Capital April 2002 - October 2005
Standish, Ayer & Wood, Boston Massachusetts January 1990 - December 2001
Gardner and Preston Moss - Boston Massachusetts September 1986 - September 1989
Temple, Barker & Sloan - Lexington, Massachusetts September 1984 - September 1986
Kaplan, Smith & Associates July 1983 - September 1984
Education
Boston College - Wallace E. Carroll Graduate School of Management
M.S. Finance - 1990
Bowling Green State University
M.A. Economics - 1982
Bowling Green State University
B.S. Business Administration - 1981
Bowling Green State University
B.S. Education - 1981
Longfellow Investment Management Co. September 2009 - Present
Hanover Strategic Management, LLC October 2005 - August 2009
Seneca Capital April 2002 - October 2005
Standish, Ayer & Wood, Boston Massachusetts January 1990 - December 2001
Gardner and Preston Moss - Boston Massachusetts September 1986 - September 1989
Temple, Barker & Sloan - Lexington, Massachusetts September 1984 - September 1986
Kaplan, Smith & Associates July 1983 - September 1984
Education
Boston College - Wallace E. Carroll Graduate School of Management
M.S. Finance - 1990
Bowling Green State University
M.A. Economics - 1982
Bowling Green State University
B.S. Business Administration - 1981
Bowling Green State University
B.S. Education - 1981
Raymond Kubiak, CFA's Longfellow Investment Management Co. Experience January 2010 - Present
Job Portfolio Manager/Sr. Analyst at Longfellow Investment Management Co.
Industry Investment Management
Experience
Longfellow Investment Management Co. January 2010 - Present
Standish Mellon Asset Management 2008 - 2009
Lee Munder Capital Group 2006 - 2008
Standish Mellon Asset Management 2001 - 2006
Standish Ayer & Wood 1988 - 2001
Moodys Investor Services 1984 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
University of Pittsburgh - Graduate School of Publiic and International Affairs 1979 — 1981
MPA
Canisius College 1975 — 1979
BA
Longfellow Investment Management Co. January 2010 - Present
Standish Mellon Asset Management 2008 - 2009
Lee Munder Capital Group 2006 - 2008
Standish Mellon Asset Management 2001 - 2006
Standish Ayer & Wood 1988 - 2001
Moodys Investor Services 1984 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS
University of Pittsburgh - Graduate School of Publiic and International Affairs 1979 — 1981
MPA
Canisius College 1975 — 1979
BA
Mary Van Mameren's Longfellow Investment Management Co. Experience September 2011 - Present
Job Portfolio Accounting at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
Michael S. Timmermans's Longfellow Investment Management Co. Experience March 2015 - Present
Job Compliance Analyst at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. March 2015 - Present
Skills
Institutional..., Investment Compliance, Regulatory Compliance, Asset Management, Financial Services, Business Process..., Risk Analysis, Internal Controls, Process Optimization, Securities, Research, Business Process..., Contract Management, Legal Research, Contract Negotiation, Westlaw, Defined Contribution, Defined Benefit, Negotiation, Commercial Litigation, Legal Writing
Education
New England Law Boston 2006 — 2009
Juris Doctor, Law
Muhlenberg College 2003 — 2006
Bachelor of Arts, Business Administration (Entrepreneurial Studies Concentration)
Muhlenberg College 2003 — 2006
Bachelor of Arts, History - Magna Cum Laude
The Catholic University of America 2002 — 2003
Bachelor of Arts, Business Administration
Longfellow Investment Management Co. March 2015 - Present
Skills
Institutional..., Investment Compliance, Regulatory Compliance, Asset Management, Financial Services, Business Process..., Risk Analysis, Internal Controls, Process Optimization, Securities, Research, Business Process..., Contract Management, Legal Research, Contract Negotiation, Westlaw, Defined Contribution, Defined Benefit, Negotiation, Commercial Litigation, Legal Writing
Education
New England Law Boston 2006 — 2009
Juris Doctor, Law
Muhlenberg College 2003 — 2006
Bachelor of Arts, Business Administration (Entrepreneurial Studies Concentration)
Muhlenberg College 2003 — 2006
Bachelor of Arts, History - Magna Cum Laude
The Catholic University of America 2002 — 2003
Bachelor of Arts, Business Administration
Scott Ingle's Longfellow Investment Management Co. Experience June 2015 - Present
Job Longfellow Investment Management Co.
Industry Higher Education
Experience
Longfellow Investment Management Co. June 2015 - Present
BNY Mellon June 2014 - June 2015
Bryant University September 2011 - May 2014
Metso Automation May 2012 - August 2013
Nantucket Yacht Club May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Data Entry, Student Recruiting, Oracle RDBMS, Lawson General Ledger, Conducting Interviews, Business Performance...
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance, General
Queen Mary, U. of London 2013 — 2013
Shrewsbury High School
Longfellow Investment Management Co. June 2015 - Present
BNY Mellon June 2014 - June 2015
Bryant University September 2011 - May 2014
Metso Automation May 2012 - August 2013
Nantucket Yacht Club May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Data Entry, Student Recruiting, Oracle RDBMS, Lawson General Ledger, Conducting Interviews, Business Performance...
Education
Bryant University 2010 — 2014
Bachelor's Degree, Finance, General
Queen Mary, U. of London 2013 — 2013
Shrewsbury High School
Andrew Tabb's Longfellow Investment Management Co. Experience July 2013 - December 2013
Job Student at Northeastern University
Industry Investment Management
Experience
GMO July 2014 - December 2014
Longfellow Investment Management Co. July 2013 - December 2013
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Alternative Investments, Finance
Education
Northeastern University 2011 — 2015
Finance
GMO July 2014 - December 2014
Longfellow Investment Management Co. July 2013 - December 2013
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Alternative Investments, Finance
Education
Northeastern University 2011 — 2015
Finance