Marketocracy Company
Industry: Investment management company
DescriptionMarketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services. Marketocracy has recruited over 70,000 people to manage over 100,000 model portfolios at marketocracy.com that compete to become the best investors. Headquarters: San Mateo, CA Founded: 1999 Subsidiaries: Marketocracy Capital Management, LLC, Marketocracy Data Services, LLC
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Marketocracy Employees
GuildQuality April 2015 - Present
Priceless Misc September 2008 - Present
Macquarium July 2014 - March 2015
CLT Blog April 2008 - October 2014
282 September 2011 - June 2012
Skribit November 2007 - 2009
Metrolina Biofuels January 2007 - 2009
Marketocracy May 2005 - December 2005
Sharonview Federal Credit Union July 2003 - August 2004
Skills
Product Design, User Interface Design, Digital Strategy, Web Design, User Experience, Web Applications, Web Development, Video Production, Blogging, Content Strategy, Social Media Marketing, Online Advertising, Television, Online Marketing, Digital Media, WordPress, Marketing Strategy, Information Design, Content Management, Branding & Identity, Digital Marketing, Facebook, Social Networking, Advertising, Multimedia, Magazines, Brand Development, Web Content, Email Marketing, Citizen Journalism
Education
University of North Carolina at Charlotte 2006 — 2010
BA, Mass Media
North Carolina State University 2004 — 2005
Design (studio coursework)
University of North Carolina at Greensboro 2002 — 2004
Music (studio coursework)
Flight Leader Fund July 2014 - Present
Marketocracy 2003 - October 2013
Knight Transportation July 2009 - April 2010
Schneider National June 2006 - May 2008
SkyWest Airlines April 2004 - June 2006
United States Air Force November 1999 - October 2003
Skills
Venture Capital, Investments, Alternative Investments, Hedge Funds, Equities, Investment Management, Trading, Securities, Wealth Management, Bloomberg, Portfolio Management, Mutual Funds, Security Clearance, Asset Management, Financial Analysis, Equity Research
Education
DeVry University 2014 — 2016
Bachelor's Degree, Global Chain Supply Management
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Finance, 3.56 GPA
Rutland South Supervisory Union August 2015 - Present
Seeking Alpha January 2015 - Present
Marketocracy May 2014 - Present
Fairewinds Energy Education May 2014 - Present
The Baby Adjusters September 2010 - Present
Lee County School District August 2013 - August 2015
HD Vest Financial Services April 2014 - August 2014
Edward Jones December 2012 - July 2013
Edward Jones May 2011 - December 2012
Vermont Public Schools July 2004 - January 2011
Skills
Asset Allocation, Series 7, Financial Advisory, Life Insurance, Strategic Financial..., Retirement, Uniform Combined State..., Insurance, Finance, 401k, Investment Management, Research, Photography, Management, Retirement Planning, Investment Strategies, Alternative Investments, Sales, Marketing, Portfolio Management, Wealth Management, Stocks, Wealth, Personal Finance, Fixed Income, Bonds, Series 63, Investment Advisory, IRAs, Estate Planning, Financial Services, 401k Rollovers, Securities, Asset Management, Roth IRA, Term Life Insurance, Financial Analysis, Wealth Management..., Equities, Financial Planners, ETFs, Statistics, 529 Plans, Ghostwriting, Stock Market Analysis, Mutual Funds, Investments, Public Speaking, Financial Planning, Leadership
Education
University of Montevallo 1999 — 2002
Master of Education, 2002; Education Administration (P
University of Alabama 1986 — 1987
Bachelor of Science, Secondary Education; Mathematics
University of Alabama 1981 — 1985
Bachelor of Arts, Speech Communication
Minted Bow Boutique August 2014 - Present
Marketocracy May 2012 - August 2013
Rosa Clará January 2011 - May 2012
TONI&GUY November 2009 - January 2011
Skills
Management, Organizational..., Fast Learner, Teamwork, Work Well Independently, Microsoft Office, Leadership, Human Resources, Marketing, Office Administration, Social Media Marketing, Microsoft Excel, Customer Service, Microsoft Word, Sales, Budgets
Education
Southwestern Assemblies of God University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southern Methodist University
Marketocracy January 2009 - Present
Firsthand Technology Value Fund May 1994 - October 1999
Novoste Corporation August 1988 - June 1993
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Hedge Funds, Equities, Valuation, Asset Management, Start-ups, Strategy, Due Diligence, Financial Modeling, Private Equity, Management, Trading
Education
Stanford University Graduate School of Business 1985 — 1986
MBA
Santa Clara University 1978 — 1982
BA, Finance
Punahou High School 1974 — 1978
Ecorithm, Inc. October 2014 - Present
AppFolio Inc. June 2013 - October 2014
lynda.com August 2011 - March 2013
Marketocracy August 2005 - February 2011
724 Solutions, Inc. November 2003 - January 2005
Openwave Systems February 1998 - November 2003
Silicon Graphics (SGI) April 1996 - February 1998
University of California, Santa Barbara October 1986 - April 1996
Advanced Computer Communications (ACC) October 1984 - October 1986
Skills
Software Development, Unix, Enterprise Software, Perl, Integration, System Architecture, Software Engineering, Databases, Enterprise Architecture, Apache, Cloud Computing, SQL, Web Development, Distributed Systems, Product Management, Python, Technical Leadership, TCP/IP, MySQL, JavaScript, Ruby, Software Design, Mobile Technology, Ruby on Rails, Git, SaaS, Strategy, Team Building, Team Leadership, CSS, Budgets, Agile Methodologies, Management, Start-ups, Cross-functional Team..., Data Center Operations, Software Integration, Amazon Web Services..., Network Design, Network Technology, Network Administration, Messaging Systems, Linux, HTML, C, Website Development, Web Services, Technical Standards..., System Administration, Web Operations
Education
University of Maryland College Park
Bachelor's Degree, Computer Science
TheStreet May 2012 - Present
Marketocracy September 2009 - Present
Barchart.com September 2009 - Present
Seeking Alpha September 2009 - Present
Wells Fargo Advisors July 2001 - September 2009
Banc of America Securities January 1998 - July 2001
Union County Schools August 1997 - July 1998
Attorney August 1988 - July 1997
A G Edward's & Co January 1986 - July 1988
Southern Company February 1986 - November 1987
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Asset Managment, Finance, Valuation, Banking, Strategic Financial..., Securities, Insurance, Business Planning, Mutual Funds, Relationship Management, Financial Modeling, Mergers & Acquisitions, Technical Analysis, Derivatives, Economics, Investment Strategies, Financial Markets, Financial Advisory, Private Equity, Investment Banking, Accounting, Capital Markets, Internal Audit, Asset Management, Fixed Income, Corporate Finance, Equity Research, Investment Advisory, Wealth Management, Alternative Investments, Retirement, Risk Management, Hedge Funds, Budgets, Series 7, Commodity, Options, Credit, Analysis, Bloomberg, Emerging Markets, Trading, Asset Allocation, Executive Management, Financial Services, Venture Capital
Education
University of North Carolina at Charlotte 1996 — 1997
Post Baccalaureate Studies, Graduate Studies in Education
Woodrow Wilson School of Law 1977 — 1980
Juris Doctorate, Law
Georgia State University - J. Mack Robinson College of Business 1975 — 1976
Post Baccalaureate Studies, Quantatative Math and Accounting
Florida Atlantic University 1970 — 1971
Post Baccalaureate
Berry College - Campbell School of Business 1968 — 1970
Bachelor of Science (BS), Accounting and Business/Management, A+
Berry College 1967 — 1970
BS, Accounting, Business Administration
Broward College 1966 — 1967
Marine Biology, Accounting
Broward Community College 1965 — 1967
Associate's degree, College Prep
Newberry College 1965 — 1966
General Studies
Fort Lauderdale High School 1962 — 1965
Diploma, College Prep
Ranch Express LLC. Home & Ranch Property Services 2001 - Present
Marketocracy September 2013 - Present
Vivione Biosciences, Inc. October 2014 - January 2015
Klabzuba Oil & Gas, Inc May 2014 - October 2014
Northwestern Mutual March 2010 - April 2013
Frost Bank August 2001 - August 2003
Northwestern Mutual Financial Network January 1997 - August 2001
Skills
Property Management, Consulting, Strategic Planning, Building Services, Lakefront Homes, Outdoor Recreation, Water Management, Waterfall, Ponds, Fishing, Hunting, Management, Asset Management
Education
University of North Texas 1990 — 1994
BAS, Biology
University of North Texas 1999 — 2000
UNT CFP Certification Program, Financial Planning
Soligent January 2015 - Present
GE January 2013 - December 2014
GE Capital January 2011 - January 2013
GE Capital June 2010 - August 2010
Marketocracy May 2008 - August 2010
Skills
Financial Reporting, Analysis, Forecasting, Mergers & Acquisitions, Portfolio Management, Investments, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BS, International Business, Entrepreneurship, Economics
Moment Ventures 2013 - Present
Payable August 2015 - Present
Savioke June 2015 - Present
Skyward April 2015 - Present
SOASTA August 2008 - Present
Soha Systems 2013 - Present
Twin Prime, Inc. 2013 - Present
Vungle January 2012 - Present
Formative Ventures January 2000 - Present
Marketocracy 2000 - Present
Skills
Venture Capital, Marketing Strategy, Sales Management, Web Services, Web Infrastructure, Start-ups, Cloud Computing, Enterprise Software, Angel Investing, Social Networking, Infrastructure, Corporate Development, Entrepreneurship, Product Marketing, Business Development, Investments, Product Management, Business Planning, Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Mobile Devices, Private Equity, SaaS, Strategy, Go-to-market Strategy, Networking, Marketing, E-commerce, Mobile Applications, Semiconductors, Business Strategy, Executive Management, Management, Venture Financing, Due Diligence, Wireless, Start-up Ventures, Emerging Markets, Business Alliances, IPO, M&A experience, Business Modeling, Early-stage Startups, Monetization, Big Data, Analytics, Finance, Scalability
Education
University of California, Berkeley 1980 — 1984
B.S., Electrical Engineering and Computer Sciences
Epic Health Services, Inc. June 2014 - Present
Marketocracy November 2013 - June 2014
Harden Healthcare, LLC (acquired by Gentiva Home Health & Hospice) February 2013 - November 2013
Scott & White Healthcare (now Baylor Scott & White Health) September 2012 - February 2013
Scott & White Healthcare (now Baylor Scott & White Health) October 2011 - September 2012
Group Proventus May 2011 - September 2012
Marketocracy October 2010 - September 2011
At Peace Floatation & Massage August 2010 - May 2011
Community Enrichment Center January 2010 - January 2011
Paige Hendricks Public Relations May 2008 - October 2010
Skills
Public Relations, Marketing Strategy, Professional Writing, Social Media Marketing, CMS, Project Coordination, Magazine Management, Marketing Communications, Direct Mail Campaigns, Collateral Materials..., Email Marketing, Advertising, Strategic Communications, Social Media, Integrated Marketing, Marketing, Event Management, Online Advertising, Website Development, Corporate Branding, Digital Marketing, Brand Management, Project Management, Information Architecture, Wireframes, Messaging Development, Brand Development, Internal Communications, SEO, Newsletters, Media Relations, Facebook, Press Releases
Education
Texas Christian University 2008 — 2011
M.S., Advertising and Public Relations
Baylor University 2005 — 2008
B.A., Professional Writing
Simon Fraser University 2003 - Present
Institute of Micromachine and Microfabrication Research 2013 - Present
University of British Columbia 2003 - 2003
Marketocracy 2001 - 2002
Noochee Solutions 2000 - 2001
University of Colorado Boulder 2000 - 2001
Carleton University 1994 - 2000
Newbridge Networks 1994 - 1994
University of Latvia 1990 - 1991
Bell-Northern Research (BNR) 1987 - 1987
Skills
Software Engineering, C++, C, Eclipse, Multithreading, Objective-C, Embedded Systems, QNX, Integration, Testing, OOP, Architecture, Operating Systems, Training, StateCharts, Web Applications, Simulations, Device Drivers, Interrupts, Assembly Language, Algorithms, Programming, Computer Science, Java, Python
Education
Carleton University 1994 — 2000
Doctor of Philosophy (Ph.D.), Performance Engineering of Concurrent Software, "A" average
Simon Fraser University 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Computer Engineering, "A-" average
Killarney Secondary 1980 — 1984
Dogwood Diploma, Science, Math, French, English, and Music
Skyport Systems June 2015 - Present
Various February 2015 - Present
Chegg Inc. August 2011 - January 2015
PACE Anti-Piracy, Inc. July 2006 - January 2011
Marketocracy February 2000 - July 2006
Twin Forces, Inc. June 1995 - February 2000
Alexandria, Inc. May 1993 - June 1995
Radius, Inc. June 1989 - May 1993
Skills
Software Development, Agile Methodologies, Software Engineering, Web Applications, Cloud Computing, Web Services, Java, Objective-C, XML, Scalability, Start-ups, REST, C++, Distributed Systems, Perl, WebObjects, Programming, Software Design, SQL, Agile Project Management, Java Enterprise Edition, User Experience, Web Development, Mobile Applications, Cocoa, iOS, Python, Scala, SOA, Scrum, Apache, Open Source, Enterprise Software, Design Patterns, iOS development, Enterprise Architecture, Software Project..., Amazon Web Services..., E-commerce, MySQL, Management, Java EE, JavaScript, Linux, Leadership, Swift, Integration, Strategy, Mobile Devices, Cassandra
Education
California Institute of Technology 1985 — 1989
B.S., Electrical Engineering, 3.41
Caltech 1985 — 1989
Bachelor of Electrical Engineering, Computer Science
TrueBlue Processing September 2011 - Present
MFS Investment Management June 2010 - April 2012
BlackRock June 2009 - August 2009
Marketocracy May 2008 - September 2008
Skills
Financial Modeling, Excel, PowerPoint, Sales, Account Management, Financial Services, Financial Analysis, Microsoft Excel
Education
Mount Holyoke College
Bachelor of Arts, Economics and Mathematics
Mount Holyoke College
Bachelor of Arts (BA), Economics and Mathematics
Pettit Funds, LLC July 2015 - Present
Marketocracy 2003 - 2015
Jerry Pettit, Attorney September 1976 - October 2007
Skills
Portfolio managemnt, Juggling (fair), Whistling a duet...
Education
Creighton University School of Law 1972 — 1976
Juris Doctor, Law
Tarkio College 1968 — 1971
B.A., Magna Cum Laude, Mathematics
United Development Funding June 2015 - Present
Marketocracy November 2014 - March 2015
Workforce Solutions Greater Dallas November 2007 - July 2012
Workforce Solutions for North Central Texas April 2004 - November 2007
International Association of Venue Managers September 1995 - June 2000
Skills
Public Speaking, Human Resources, Employee Relations, Strategic Planning, Organizational..., Team Building, Event Planning, Coordinating Events, Office Management, Community Outreach, Program Development, Project Management, Nonprofits, Microsoft Word, Management, Time Management, Administrative..., Accounting, Policy, Administrative...
Education
Howard University 1986 — 1989
BACHELOR OF BUSINESS ADMINISTRATION, INTERNATIONAL BUSINESS
Southeastern University 1985 — 1986
NONE
BISHOP ANSTEY HIGH SCHOOL 1979 — 1984
HIGH SCHOOL DIPLOMA
Strategy& (Formerly Booz & Company) 2009 - Present
Marketocracy 2001 - Present
Booz & Company May 2012 - March 2014
The Glover Park Group 2007 - 2011
Marakon Associates 1984 - 2009
Skills
Organic Growth..., Business Strategy, Growth Strategies, Organizational Design, Strategic Planning, Productivity, Financial Policies &..., Enterprise Risk..., Resource Allocation, Performance Management
Education
Stanford Graduate School of Business 1981 — 1983
MBA
Stanford University 1974 — 1978
BS, Civil Engineering