Marsico Capital Management
Industry: Company
DescriptionFounded: 1997 Parent organization: Marsico Group, Llc
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Marsico Capital Management Employees
Employee
Years
Job
Industry
David Readerman, CFA David Readerman, CFA's Marsico Capital Management Experience August 2003 - February 2010
Job Portfolio Manager
Industry Financial Services
Experience
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Christian Seiferth, CFA Christian Seiferth, CFA's Marsico Capital Management Experience November 2012 - Present
Job International Equity Analyst at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management November 2012 - Present
Stifel Nicolaus November 2011 - October 2012
Great-West Financial June 2008 - November 2011
Skills
Investments, Equity Research, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
B.S. Finance
Marsico Capital Management November 2012 - Present
Stifel Nicolaus November 2011 - October 2012
Great-West Financial June 2008 - November 2011
Skills
Investments, Equity Research, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
B.S. Finance
Reid Koester Reid Koester's Marsico Capital Management Experience May 2007 - May 2011
Job Management Consulting. Finance. Strategy. Entrepreneurship.
Industry Management Consulting
Experience
Deloitte March 2015 - Present
CoreStand March 2014 - March 2015
Cannon River Associates December 2013 - March 2015
Marsico Capital Management May 2007 - May 2011
Franklin Templeton Investments July 2005 - May 2007
Fried Frank July 2003 - April 2005
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
MALD
Carleton College 1999 — 2003
BA
Deloitte March 2015 - Present
CoreStand March 2014 - March 2015
Cannon River Associates December 2013 - March 2015
Marsico Capital Management May 2007 - May 2011
Franklin Templeton Investments July 2005 - May 2007
Fried Frank July 2003 - April 2005
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
MALD
Carleton College 1999 — 2003
BA
John J. Hanley John J. Hanley's Marsico Capital Management Experience 2007 - Present
Job Senior VP at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management 2007 - Present
George K. Baum & Company 1990 - 2007
Kirchner Moore & Co. 1984 - 1990
Education
Yale University 1977 — 1981
Trinity College, Dublin
Marsico Capital Management 2007 - Present
George K. Baum & Company 1990 - 2007
Kirchner Moore & Co. 1984 - 1990
Education
Yale University 1977 — 1981
Trinity College, Dublin
cory ross cory ross's Marsico Capital Management Experience May 2012 - Present
Job Vice President at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management May 2012 - Present
Skills
Asset Management, Portfolio Management, Equities, Financial Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Strategic Planning, Valuation, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Marsico Capital Management May 2012 - Present
Skills
Asset Management, Portfolio Management, Equities, Financial Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Strategic Planning, Valuation, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Sharon Malhotra Sharon Malhotra's Marsico Capital Management Experience July 2005 - May 2008
Job Immigration Legal Services Aide at Lutheran Family Services Rocky Mountains
Industry International Affairs
Experience
Lutheran Family Services Rocky Mountains September 2013 - Present
ECDC African Community Center of Denver May 2011 - May 2012
Education For All Children (EFAC) November 2009 - March 2012
United Nations June 2010 - August 2010
Marsico Capital Management July 2005 - May 2008
Willow Creek Association April 2000 - May 2005
Skills
Grant writing and..., Strong research,..., Demonstrate effective..., Versed in all Microsoft..., Proficient in French, Two years..., Grant Writing, French, Teaching, Nonprofits, Research, Editing, Politics, Program Management, Community Outreach, Fundraising, Policy Analysis, International Relations, Public Speaking, Volunteer Management
Education
Josef Korbel School of International Studies, University of Denver 2009 — 2011
MA International Human Rights
University of Colorado at Denver 2006 — 2009
BA in International Studies
Lutheran Family Services Rocky Mountains September 2013 - Present
ECDC African Community Center of Denver May 2011 - May 2012
Education For All Children (EFAC) November 2009 - March 2012
United Nations June 2010 - August 2010
Marsico Capital Management July 2005 - May 2008
Willow Creek Association April 2000 - May 2005
Skills
Grant writing and..., Strong research,..., Demonstrate effective..., Versed in all Microsoft..., Proficient in French, Two years..., Grant Writing, French, Teaching, Nonprofits, Research, Editing, Politics, Program Management, Community Outreach, Fundraising, Policy Analysis, International Relations, Public Speaking, Volunteer Management
Education
Josef Korbel School of International Studies, University of Denver 2009 — 2011
MA International Human Rights
University of Colorado at Denver 2006 — 2009
BA in International Studies
Gregory Bensen Gregory Bensen's Marsico Capital Management Experience December 2007 - July 2010
Job
Industry Oil & Energy
Experience
QEP Resources October 2014 - Present
QEP Midstream Partners, LP August 2013 - October 2014
QEP Resources May 2012 - October 2014
Halliburton April 2011 - May 2012
Halliburton May 2010 - April 2011
Marsico Capital Management December 2007 - July 2010
University of Colorado, Department of Physics January 2005 - December 2007
UNAVCO, Inc. May 2003 - December 2007
University of Colorado, Department of Geology May 2003 - December 2004
Skills
Investor Relations, Competitive Analysis, Geology, Petroleum, Strategy, Geophysics, Oil & Gas Industry, Seismology, Earth Science, Energy Industry, Analysis, Energy, Oil/Gas, Upstream, Natural Gas, Oil & Gas
Education
University of Colorado Boulder 2003 — 2007
Ph.D., Geophysics
Colorado School of Mines 1997 — 2001
B.S., Geophysical Engineering, Minor in Public Affairs
QEP Resources October 2014 - Present
QEP Midstream Partners, LP August 2013 - October 2014
QEP Resources May 2012 - October 2014
Halliburton April 2011 - May 2012
Halliburton May 2010 - April 2011
Marsico Capital Management December 2007 - July 2010
University of Colorado, Department of Physics January 2005 - December 2007
UNAVCO, Inc. May 2003 - December 2007
University of Colorado, Department of Geology May 2003 - December 2004
Skills
Investor Relations, Competitive Analysis, Geology, Petroleum, Strategy, Geophysics, Oil & Gas Industry, Seismology, Earth Science, Energy Industry, Analysis, Energy, Oil/Gas, Upstream, Natural Gas, Oil & Gas
Education
University of Colorado Boulder 2003 — 2007
Ph.D., Geophysics
Colorado School of Mines 1997 — 2001
B.S., Geophysical Engineering, Minor in Public Affairs
Lindsay (Lindsay Cope) Holdsworth's Marsico Capital Management Experience November 2001 - November 2009
Job Recruiting Coordinator at Air Methods
Industry Human Resources
Experience
Air Methods June 2015 - Present
Waste Connections, Inc. February 2015 - April 2015
ServiceSource July 2014 - January 2015
DIRECTV April 2014 - July 2014
OppenheimerFunds February 2014 - April 2014
Just Between Friends Franchise System, Inc. January 2011 - January 2014
Regis Jesuit High School July 2007 - May 2013
Boys Hope Girls Hope of Colorado May 2011 - December 2012
Marsico Capital Management November 2001 - November 2009
Parkridge Vision Specialists November 2005 - July 2007
Skills
Talent Management, Employee Engagement, Microsoft Excel, Microsoft Word, Recruiting, PowerPoint, Microsoft Office, Talent Acquisition, Onboarding, HRIS, Training, Budgets, Customer Retention, Vendor Management, Training Delivery, Workforce Planning, Strategic Planning, Team Building, Deferred Compensation, English, HTML
Education
University of Phoenix 2000 — 2002
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Air Methods June 2015 - Present
Waste Connections, Inc. February 2015 - April 2015
ServiceSource July 2014 - January 2015
DIRECTV April 2014 - July 2014
OppenheimerFunds February 2014 - April 2014
Just Between Friends Franchise System, Inc. January 2011 - January 2014
Regis Jesuit High School July 2007 - May 2013
Boys Hope Girls Hope of Colorado May 2011 - December 2012
Marsico Capital Management November 2001 - November 2009
Parkridge Vision Specialists November 2005 - July 2007
Skills
Talent Management, Employee Engagement, Microsoft Excel, Microsoft Word, Recruiting, PowerPoint, Microsoft Office, Talent Acquisition, Onboarding, HRIS, Training, Budgets, Customer Retention, Vendor Management, Training Delivery, Workforce Planning, Strategic Planning, Team Building, Deferred Compensation, English, HTML
Education
University of Phoenix 2000 — 2002
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Corydon Gilchrist's Marsico Capital Management Experience 2000 - September 2011
Job President/Owner KCG Holdings I LLC
Industry Investment Management
Experience
KCG Holdings I, LLC 2011 - Present
International Rescue Committee September 2015 - Present
First Horizon National Corporation July 2012 - Present
Marsico Capital Management 2000 - September 2011
Principal Global Investors 1996 - 2000
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Funding, Strategy, Management, Competitive Analysis, Executive Management, Finance, Financial Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1993 — 1994
Law
University of Iowa 1989 — 1993
BBA, Finance
KCG Holdings I, LLC 2011 - Present
International Rescue Committee September 2015 - Present
First Horizon National Corporation July 2012 - Present
Marsico Capital Management 2000 - September 2011
Principal Global Investors 1996 - 2000
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Funding, Strategy, Management, Competitive Analysis, Executive Management, Finance, Financial Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1993 — 1994
Law
University of Iowa 1989 — 1993
BBA, Finance
Laurence Bleicher Laurence Bleicher's Marsico Capital Management Experience July 2001 - June 2006
Job Sr. Manager of Information & Evaluation at Denver Kids, Inc.
Industry Civic & Social Organization
Experience
Denver Kids, Inc. August 2014 - Present
The Colorado Education Initiative (formerly Colorado Legacy Foundation) June 2013 - August 2014
Kids Company July 2011 - February 2013
Noble Financial November 2006 - September 2008
Marsico Capital Management July 2001 - June 2006
Skills
Financial Analysis, Research, Economics, Microsoft Excel, Public Speaking, Bloomberg, Strategic Planning, Equities, Microsoft Office, Investments, Capital Markets, Corporate Finance, Portfolio Management, Business Strategy, Financial Modeling, Analysis, Equity Research, Management, Nonprofits, Strategy, Policy Analysis
Education
London School of Economics and Political Science 2009 — 2011
MPA, Public and Economic Policy
Princeton University 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Denver Kids, Inc. August 2014 - Present
The Colorado Education Initiative (formerly Colorado Legacy Foundation) June 2013 - August 2014
Kids Company July 2011 - February 2013
Noble Financial November 2006 - September 2008
Marsico Capital Management July 2001 - June 2006
Skills
Financial Analysis, Research, Economics, Microsoft Excel, Public Speaking, Bloomberg, Strategic Planning, Equities, Microsoft Office, Investments, Capital Markets, Corporate Finance, Portfolio Management, Business Strategy, Financial Modeling, Analysis, Equity Research, Management, Nonprofits, Strategy, Policy Analysis
Education
London School of Economics and Political Science 2009 — 2011
MPA, Public and Economic Policy
Princeton University 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Brad Engle Brad Engle's Marsico Capital Management Experience October 2005 - February 2012
Job Research, Trading, Portfolio Analytics at GHP Investment Advisors, Inc.
Industry Investment Management
Experience
GHP Investment Advisors, Inc. February 2012 - Present
Marsico Capital Management October 2005 - February 2012
OppenheimerFunds 2003 - 2005
Skills
Asset Managment, Portfolio Management, Bloomberg, Equities, Investments, Financial Modeling, Strategic Financial..., Capital Markets, Financial Analysis, Corporate Finance, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Financial Reporting, Asset Allocation, Derivatives, Investment Management, Valuation, Accounting
Education
Regis University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Economics
GHP Investment Advisors, Inc. February 2012 - Present
Marsico Capital Management October 2005 - February 2012
OppenheimerFunds 2003 - 2005
Skills
Asset Managment, Portfolio Management, Bloomberg, Equities, Investments, Financial Modeling, Strategic Financial..., Capital Markets, Financial Analysis, Corporate Finance, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Financial Reporting, Asset Allocation, Derivatives, Investment Management, Valuation, Accounting
Education
Regis University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Brittney Murray Brittney Murray's Marsico Capital Management Experience September 2011 - May 2013
Job Investment Management Professional
Industry Investment Management
Experience
ICON Advisers June 2013 - May 2015
Marsico Capital Management September 2011 - May 2013
Marsico Capital Management May 2006 - September 2011
Marsico Capital Management March 2002 - May 2006
Marsico Capital Management July 2000 - March 2002
Great-West Financial April 1999 - July 2000
Skills
Self-starter, Finance, Trade Operations, Organized Multi-tasker, Close Attention to..., Securities, Hedge Funds, Investments, Mutual Funds, Bloomberg, Trading
Education
Colorado State University
Bachelor of Science (B.S.), Business Administration and Management, General
ICON Advisers June 2013 - May 2015
Marsico Capital Management September 2011 - May 2013
Marsico Capital Management May 2006 - September 2011
Marsico Capital Management March 2002 - May 2006
Marsico Capital Management July 2000 - March 2002
Great-West Financial April 1999 - July 2000
Skills
Self-starter, Finance, Trade Operations, Organized Multi-tasker, Close Attention to..., Securities, Hedge Funds, Investments, Mutual Funds, Bloomberg, Trading
Education
Colorado State University
Bachelor of Science (B.S.), Business Administration and Management, General
Tim Shannon, CFA's Marsico Capital Management Experience May 2006 - August 2006
Job Resident, Redwoods Leadership Development Program at DaVita
Industry Investment Management
Experience
DaVita September 2015 - Present
Global Platinum Securities 2004 - Present
DaVita June 2014 - August 2014
Zweig-DiMenna Associates January 2010 - March 2013
JP Morgan Asset Management July 2007 - December 2009
Marsico Capital Management May 2006 - August 2006
Anacapa Asset Management June 2005 - August 2005
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Hedge Funds, Investments, Alternative Investments, Valuation, Economics, Bloomberg Terminal, Investment Banking, Financial Analysis, Chartered Financial..., Healthcare, Biotechnology, Medical Devices, Healthcare Information..., Capital Markets, Private Equity
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Health Enterprise Management & Finance
Georgetown University 2003 — 2007
Bachelor of Science (BS), Healthcare Management & Policy
DaVita September 2015 - Present
Global Platinum Securities 2004 - Present
DaVita June 2014 - August 2014
Zweig-DiMenna Associates January 2010 - March 2013
JP Morgan Asset Management July 2007 - December 2009
Marsico Capital Management May 2006 - August 2006
Anacapa Asset Management June 2005 - August 2005
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Hedge Funds, Investments, Alternative Investments, Valuation, Economics, Bloomberg Terminal, Investment Banking, Financial Analysis, Chartered Financial..., Healthcare, Biotechnology, Medical Devices, Healthcare Information..., Capital Markets, Private Equity
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Health Enterprise Management & Finance
Georgetown University 2003 — 2007
Bachelor of Science (BS), Healthcare Management & Policy
Bryan Applequist, CFA's Marsico Capital Management Experience July 2008 - March 2011
Job Analyst at Cornerstone Capital Management
Industry Financial Services
Experience
Cornerstone Capital Management January 2014 - Present
Platte River Capital March 2011 - December 2013
Marsico Capital Management July 2008 - March 2011
The TCW Group 2007 - 2007
Bel Air Investment Advisors 2003 - 2006
Skills
Hedge Funds, Equities, Valuation, Equity Research, Financial Modeling, Equity Valuation, Bloomberg, Financial Analysis, Capital Markets, Investments, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2006 — 2008
University of Wisconsin-Madison 1999 — 2003
BS, Economics
Cornerstone Capital Management January 2014 - Present
Platte River Capital March 2011 - December 2013
Marsico Capital Management July 2008 - March 2011
The TCW Group 2007 - 2007
Bel Air Investment Advisors 2003 - 2006
Skills
Hedge Funds, Equities, Valuation, Equity Research, Financial Modeling, Equity Valuation, Bloomberg, Financial Analysis, Capital Markets, Investments, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2006 — 2008
University of Wisconsin-Madison 1999 — 2003
BS, Economics
Heidi Richardson's Marsico Capital Management Experience June 2003 - December 2004
Job BlackRock Global Investment Strategist
Industry Investment Management
Experience
BlackRock June 2010 - Present
AllianceBernstein March 2005 - July 2010
Marsico Capital Management June 2003 - December 2004
Goldman Sachs Asset Management June 1997 - June 2003
John Hancock 1993 - 1995
Blackstone Bank 1987 - 1991
Skills
Asset Allocation, Fixed Income, Management, Alternative Investments, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Investment Strategies, Hedge Funds, Asset Managment, Bloomberg, Capital Markets, Investment Management, Series 7, ETFs
Education
Bentley University 1984 — 1988
Bachelor of Science (B.S.), Marketing/Computer Science
BlackRock June 2010 - Present
AllianceBernstein March 2005 - July 2010
Marsico Capital Management June 2003 - December 2004
Goldman Sachs Asset Management June 1997 - June 2003
John Hancock 1993 - 1995
Blackstone Bank 1987 - 1991
Skills
Asset Allocation, Fixed Income, Management, Alternative Investments, Mutual Funds, Portfolio Management, Equities, Investments, Asset Management, Investment Strategies, Hedge Funds, Asset Managment, Bloomberg, Capital Markets, Investment Management, Series 7, ETFs
Education
Bentley University 1984 — 1988
Bachelor of Science (B.S.), Marketing/Computer Science
Frances Amos's Marsico Capital Management Experience 2002 - 2004
Job Regulatory Compliance Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2015 - Present
JPMorgan Chase 2013 - 2015
NFJ 2009 - 2010
USAA 2005 - 2009
Marsico Capital Management 2002 - 2004
Mellon Capital Management 2000 - 2002
Charles Schwab Investment Management Corp. 1997 - 2000
AT&T 1990 - 1994
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1997
JD, with honors, Corporate Law
Wells Fargo 2015 - Present
JPMorgan Chase 2013 - 2015
NFJ 2009 - 2010
USAA 2005 - 2009
Marsico Capital Management 2002 - 2004
Mellon Capital Management 2000 - 2002
Charles Schwab Investment Management Corp. 1997 - 2000
AT&T 1990 - 1994
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1997
JD, with honors, Corporate Law
Amy Hassler's Marsico Capital Management Experience November 2010 - Present
Job Portfolio Accountant at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management November 2010 - Present
Chatham Financial September 2009 - October 2010
Wagner Wealth Management September 2007 - September 2009
Starbucks Coffee Company June 2003 - August 2007
Skills
Business Analysis, Leadership, Market Research, Time Management, Sales
Education
Montclair State University 2000 — 2005
Marsico Capital Management November 2010 - Present
Chatham Financial September 2009 - October 2010
Wagner Wealth Management September 2007 - September 2009
Starbucks Coffee Company June 2003 - August 2007
Skills
Business Analysis, Leadership, Market Research, Time Management, Sales
Education
Montclair State University 2000 — 2005
Matthew Norkunas, M.D.'s Marsico Capital Management Experience July 2012 - Present
Job Senior Equity Analyst
Industry Investment Management
Experience
Marsico Capital Management July 2012 - Present
Maimonides Medical Center 2009 - 2012
Anesthesia Associates of Savannah/Lighthouse Anesthesia 2008 - 2009
Mount Sinai Medical Center 2005 - 2008
Franklin Square Hospital 2004 - 2005
Skills
Medicine, Healthcare Information..., Healthcare, Anesthesiology, Clinical Research, Medical Education, Healthcare Management, Surgery, Anesthesia, Public Speaking, Hospitals, Regional Anesthesia, Internal Medicine, Emergency Medicine, Physicians, Healthcare Consulting, Informatics, Medical Devices, Patient Safety, Public Health, Orthopedic, EMR, Clinical Trials
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
University of Maryland School of Medicine 2000 — 2004
St. Mary's College of Maryland 1995 — 1999
B.A., Biology
Marsico Capital Management July 2012 - Present
Maimonides Medical Center 2009 - 2012
Anesthesia Associates of Savannah/Lighthouse Anesthesia 2008 - 2009
Mount Sinai Medical Center 2005 - 2008
Franklin Square Hospital 2004 - 2005
Skills
Medicine, Healthcare Information..., Healthcare, Anesthesiology, Clinical Research, Medical Education, Healthcare Management, Surgery, Anesthesia, Public Speaking, Hospitals, Regional Anesthesia, Internal Medicine, Emergency Medicine, Physicians, Healthcare Consulting, Informatics, Medical Devices, Patient Safety, Public Health, Orthopedic, EMR, Clinical Trials
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
University of Maryland School of Medicine 2000 — 2004
St. Mary's College of Maryland 1995 — 1999
B.A., Biology
Shannon Autobee's Marsico Capital Management Experience October 1999 - September 2005
Job Apprentice Teacher
Industry Primary/Secondary Education
Experience
Brinker International 2006 - July 2014
Marsico Capital Management October 1999 - September 2005
Education
University of Denver 2014 — 2015
Master of Education (M.Ed.), Curriculum and Instruction
University of Colorado Boulder 1989 — 1997
Brinker International 2006 - July 2014
Marsico Capital Management October 1999 - September 2005
Education
University of Denver 2014 — 2015
Master of Education (M.Ed.), Curriculum and Instruction
University of Colorado Boulder 1989 — 1997
David Lubchenco's Marsico Capital Management Experience June 2013 - Present
Job Executive Vice President at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management June 2013 - Present
Chautauqua Capital Management September 2012 - May 2013
Scout Investments August 2010 - August 2012
Transamerica Investment Services LLC December 2001 - August 2010
Janus Capital Group January 1997 - December 2001
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
Colorado College 1989 — 1992
BA, Economics
Marsico Capital Management June 2013 - Present
Chautauqua Capital Management September 2012 - May 2013
Scout Investments August 2010 - August 2012
Transamerica Investment Services LLC December 2001 - August 2010
Janus Capital Group January 1997 - December 2001
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
Colorado College 1989 — 1992
BA, Economics
Andrew Karasek's Marsico Capital Management Experience August 2006 - December 2006
Job Financial Research Professional
Industry Investment Management
Experience
Marsico Capital Management August 2006 - December 2006
Education
Stanford University 2002 — 2006
Marsico Capital Management August 2006 - December 2006
Education
Stanford University 2002 — 2006
Coralie Witter's Marsico Capital Management Experience July 2004 - Present
Job Portfolio Manager & Sr. Analyst at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management July 2004 - Present
Goldman Sachs October 1998 - June 2004
Skills
Financial Modeling, Valuation, Portfolio Management, Asset Management, Equity Research, Equities
Education
Chartered Financial Analyst
CFA
University of Colorado Boulder
BA, International Affairs
Marsico Capital Management July 2004 - Present
Goldman Sachs October 1998 - June 2004
Skills
Financial Modeling, Valuation, Portfolio Management, Asset Management, Equity Research, Equities
Education
Chartered Financial Analyst
CFA
University of Colorado Boulder
BA, International Affairs
Erin Laffrenzen, CFA's Marsico Capital Management Experience 2011 - June 2013
Job Financial Services
Industry Financial Services
Experience
Cambiar Investors October 2014 - Present
Janus Capital Group September 2013 - July 2014
Marsico Capital Management 2011 - June 2013
Marsico Capital Management 2009 - 2011
Marsico Capital Management 2005 - 2009
Marsico Capital Management November 2003 - 2004
Invesco Funds Group 2002 - November 2003
Invesco Funds Group 2000 - 2002
Invesco Funds Group September 1998 - 2000
Skills
Mutual Funds, Asset Management, Equities, Investments, Investment Management, Securities, FINRA, Portfolio Management, Securities Regulation
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Cambiar Investors October 2014 - Present
Janus Capital Group September 2013 - July 2014
Marsico Capital Management 2011 - June 2013
Marsico Capital Management 2009 - 2011
Marsico Capital Management 2005 - 2009
Marsico Capital Management November 2003 - 2004
Invesco Funds Group 2002 - November 2003
Invesco Funds Group 2000 - 2002
Invesco Funds Group September 1998 - 2000
Skills
Mutual Funds, Asset Management, Equities, Investments, Investment Management, Securities, FINRA, Portfolio Management, Securities Regulation
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
Lara Girtin's Marsico Capital Management Experience October 2010 - October 2014
Job Director of Accounting at Envision Healthcare
Industry Accounting
Experience
Envision Healthcare August 2015 - Present
Envision Healthcare October 2014 - Present
Marsico Capital Management October 2010 - October 2014
PricewaterhouseCoopers 2005 - 2010
Skills
SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, CPA, External Audit, Financial Statements
Education
University of Denver - Daniels College of Business 2004 — 2005
MBA, Accounting
University of Denver 2000 — 2004
BSBA, Accounting
Envision Healthcare August 2015 - Present
Envision Healthcare October 2014 - Present
Marsico Capital Management October 2010 - October 2014
PricewaterhouseCoopers 2005 - 2010
Skills
SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, CPA, External Audit, Financial Statements
Education
University of Denver - Daniels College of Business 2004 — 2005
MBA, Accounting
University of Denver 2000 — 2004
BSBA, Accounting
Dan Crowe's Marsico Capital Management Experience January 1999 - May 2002
Job Associate Portfolio Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
Erin Blaylock's Marsico Capital Management Experience July 2013 - Present
Job Senior Compliance Analyst at Marsico Capital Management, LLC
Industry Financial Services
Experience
Marsico Capital Management July 2013 - Present
Marsico Capital Management May 2007 - June 2013
Columbia Management April 2004 - April 2007
Albertsons March 1997 - April 2004
Skills
Mutual Funds, Asset Management, Investment Management, Equities, Portfolio Management, Investments, Securities, Financial Services, Equity Research, Bloomberg, Wealth Management, 401k, Series 63
Education
University of Colorado Denver 2000 — 2003
BSBA
Community College of Aurora 1998 — 2000
Associate of Arts (A.A.)
Marsico Capital Management July 2013 - Present
Marsico Capital Management May 2007 - June 2013
Columbia Management April 2004 - April 2007
Albertsons March 1997 - April 2004
Skills
Mutual Funds, Asset Management, Investment Management, Equities, Portfolio Management, Investments, Securities, Financial Services, Equity Research, Bloomberg, Wealth Management, 401k, Series 63
Education
University of Colorado Denver 2000 — 2003
BSBA
Community College of Aurora 1998 — 2000
Associate of Arts (A.A.)
Kristin Smith-Morales's Marsico Capital Management Experience October 1997 - February 1999
Job Communications Strategist at secondlargest retirement services provider
Industry Financial Services
Experience
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Nicholas Walter's Marsico Capital Management Experience December 2006 - May 2010
Job Director of Strategy and Finance at Air Methods
Industry Financial Services
Experience
Air Methods April 2015 - Present
DaVita Kidney Care December 2014 - April 2015
DaVita Kidney Care June 2013 - December 2014
DaVita October 2011 - June 2013
Colorado Water and Power Authority June 2010 - October 2011
Marsico Capital Management December 2006 - May 2010
Marriott International June 2004 - December 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Accounting, Forecasting, Budgets, Strategic Financial..., Finance, Process Improvement, Strategic Planning, Budget Process
Education
University of Colorado Boulder 2000 — 2004
BS Accounting
University of Colorado Denver 2009 — 2011
MS Finance
Air Methods April 2015 - Present
DaVita Kidney Care December 2014 - April 2015
DaVita Kidney Care June 2013 - December 2014
DaVita October 2011 - June 2013
Colorado Water and Power Authority June 2010 - October 2011
Marsico Capital Management December 2006 - May 2010
Marriott International June 2004 - December 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Accounting, Forecasting, Budgets, Strategic Financial..., Finance, Process Improvement, Strategic Planning, Budget Process
Education
University of Colorado Boulder 2000 — 2004
BS Accounting
University of Colorado Denver 2009 — 2011
MS Finance
Lesa Carpinello's Marsico Capital Management Experience July 2002 - Present
Job Vice President Trade Operations at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management July 2002 - Present
Itros Capital Management March 2002 - August 2002
Janus Capital Group February 1993 - February 2001
Skills
Staff Management, Staff Development, Business Relationship..., Client Service, Project Implementation, Policy/Procedure..., Vendor Management, Alternative Investments, Client Services, Equities, Financial Services
Education
University of Missouri-Columbia 1983 — 1987
Bachelor of Arts (BA), Economics
Marsico Capital Management July 2002 - Present
Itros Capital Management March 2002 - August 2002
Janus Capital Group February 1993 - February 2001
Skills
Staff Management, Staff Development, Business Relationship..., Client Service, Project Implementation, Policy/Procedure..., Vendor Management, Alternative Investments, Client Services, Equities, Financial Services
Education
University of Missouri-Columbia 1983 — 1987
Bachelor of Arts (BA), Economics
Mallory Sullivan's Marsico Capital Management Experience January 2012 - February 2012
Job PMO and Compliance Analyst at Newmont Mining Corporation
Industry Hospitality
Experience
Newmont Mining Corporation September 2013 - Present
Newmont Mining Corporation May 2013 - September 2013
Newmont Mining Corporation April 2012 - May 2013
Newmont Mining Corporation February 2012 - April 2012
Marsico Capital Management January 2012 - February 2012
Grand Teton Lodge Company May 2011 - November 2011
Skills
Hospitality, Customer Service, Project Coordination, Office Administration, Executive..., Onboarding, Office Management, Healthcare, Mining, Communication, SAP ERP, SAP BPC, Active Directory, Event Planning, Event Management, Concur, Visio, Microsoft Office, PeopleSoft, Hospital Medicine, Global Talent..., Medical Education, Clinical Research, Food & Beverage, Front Office, Administrative..., Management, Process Scheduler, Administration, Supervisory Skills, Talent Acquisition, Data Entry
Education
University of Washington School of Medicine 2010 — 2011
Medicine
Boise State University 2006 — 2009
Bachelor of Science (B.S.), Human Biology, 4.0
Newmont Mining Corporation September 2013 - Present
Newmont Mining Corporation May 2013 - September 2013
Newmont Mining Corporation April 2012 - May 2013
Newmont Mining Corporation February 2012 - April 2012
Marsico Capital Management January 2012 - February 2012
Grand Teton Lodge Company May 2011 - November 2011
Skills
Hospitality, Customer Service, Project Coordination, Office Administration, Executive..., Onboarding, Office Management, Healthcare, Mining, Communication, SAP ERP, SAP BPC, Active Directory, Event Planning, Event Management, Concur, Visio, Microsoft Office, PeopleSoft, Hospital Medicine, Global Talent..., Medical Education, Clinical Research, Food & Beverage, Front Office, Administrative..., Management, Process Scheduler, Administration, Supervisory Skills, Talent Acquisition, Data Entry
Education
University of Washington School of Medicine 2010 — 2011
Medicine
Boise State University 2006 — 2009
Bachelor of Science (B.S.), Human Biology, 4.0
Jimmy Marsico's Marsico Capital Management Experience July 2011 - Present
Job Research Analyst at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management July 2011 - Present
Education
The University of Texas at Austin 2004 — 2008
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Marsico Capital Management July 2011 - Present
Education
The University of Texas at Austin 2004 — 2008
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Maya Chain, CPA's Marsico Capital Management Experience January 2006 - April 2009
Job Accounting and Finance Consultant at Chain Accounting
Industry Accounting
Experience
Chain Accounting May 2014 - Present
ImageSeller August 2013 - May 2014
Waters May 2009 - August 2013
Marsico Capital Management January 2006 - April 2009
PwC January 2005 - December 2005
PwC June 2004 - August 2004
Sun Microsystems May 2003 - May 2004
Skills
Microsoft Excel, SAP BW, SAP, Great Plains Software, Microsoft Dynamics, PowerPoint, Siebel, Manufacturing, Business Process..., Sales & Use Tax, Inventory Management, Accounts Receivable, Accounts Payable, Corporate Financial..., Financial Analysis, Budget Process, Financial Forecasting, International Reporting, VAT registration, Intrastat, Cost Accounting, Financial Audits, Internal Audit, International Auditing, Cycle Counting, Physical Inventory, Adobe Acrobat, SAP BPC, Spanish, CPA, Microsoft Office, International Tax, Planning Budgeting &..., Inventory Analysis, Forecasting, Budgets
Education
University of Colorado at Boulder 2000 — 2004
Master of Science (MS), Accounting and Business/Management
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Chain Accounting May 2014 - Present
ImageSeller August 2013 - May 2014
Waters May 2009 - August 2013
Marsico Capital Management January 2006 - April 2009
PwC January 2005 - December 2005
PwC June 2004 - August 2004
Sun Microsystems May 2003 - May 2004
Skills
Microsoft Excel, SAP BW, SAP, Great Plains Software, Microsoft Dynamics, PowerPoint, Siebel, Manufacturing, Business Process..., Sales & Use Tax, Inventory Management, Accounts Receivable, Accounts Payable, Corporate Financial..., Financial Analysis, Budget Process, Financial Forecasting, International Reporting, VAT registration, Intrastat, Cost Accounting, Financial Audits, Internal Audit, International Auditing, Cycle Counting, Physical Inventory, Adobe Acrobat, SAP BPC, Spanish, CPA, Microsoft Office, International Tax, Planning Budgeting &..., Inventory Analysis, Forecasting, Budgets
Education
University of Colorado at Boulder 2000 — 2004
Master of Science (MS), Accounting and Business/Management
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Jordon Laycob's Marsico Capital Management Experience July 2012 - Present
Job Portfolio Manager and Sr. Analyst at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management July 2012 - Present
Marsico Capital Management August 1997 - Present
Marsico Capital Management August 1997 - July 2012
Janus Capital Group March 1994 - July 1997
Skills
Research, Portfolio Management, Mutual Funds, Financial Modeling, Equity Valuation, Equities, Investments, Financial Analysis, High Yield, Valuation, Asset Management, Equity Research
Education
Emory University 1989 — 1993
Bachelor's degree, Political Science and Government
Marsico Capital Management July 2012 - Present
Marsico Capital Management August 1997 - Present
Marsico Capital Management August 1997 - July 2012
Janus Capital Group March 1994 - July 1997
Skills
Research, Portfolio Management, Mutual Funds, Financial Modeling, Equity Valuation, Equities, Investments, Financial Analysis, High Yield, Valuation, Asset Management, Equity Research
Education
Emory University 1989 — 1993
Bachelor's degree, Political Science and Government
Amy Trujillo-Marjerison's Marsico Capital Management Experience 2005 - Present
Job Client Services Administrator at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management 2005 - Present
Skills
Mutual Funds, Asset Management, Bloomberg
Education
Metropolitan State University of Denver
Bachelor's Degree, Finance
Marsico Capital Management 2005 - Present
Skills
Mutual Funds, Asset Management, Bloomberg
Education
Metropolitan State University of Denver
Bachelor's Degree, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY