MEMBERS Capital Advisors

Description

Address: 5910 Mineral Point Rd, Madison, WI 53705 Phone: (608) 238-5851: : Category: Hours: : : : Website: : Place name: Website: http://memberscapitaladvisors.com/ Category: Financial Planner 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. · Own this business?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 Members Capital Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review

MEMBERS Capital Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MEMBERS Capital Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

MEMBERS Capital Advisors Salaries. You can even request information on how much does MEMBERS Capital Advisors pay if you want to. Learn about salaries, pros and cons of working for MEMBERS Capital Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 MEMBERS Capital Advisors employees in database. Find out everything there's to know about MEMBERS Capital Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

MEMBERS Capital Advisors Employees

Employee
Years
Job
Industry
David Patch David Patch Houston, Texas Area Details
David Patch's MEMBERS Capital Advisors Experience May 2006 - July 2009
Job Managing Director and Team Leader, Corporate Privates
Industry Investment Management
Experience
AIG Asset Management  November 2009 - Present
Members Capital Advisors   May 2006 - July 2009
Pacific Life Insurance  April 2001 - May 2006
Delaware Investments/Lincoln Investment Management   August 1991 - March 2001
Aetna Life & Casualty  July 1980 - June 1991
U.S House of Representatives, District of Columbia Committee   August 1975 - August 1978

Skills
Private Placements, Mezzanine, Private Equity, Project Finance, Alternative Investments, Debt, Bonds, Investments, Capital Markets, Portfolio Management

Education
Yale University - Yale School of Management   1978 — 1980
MBA, Concentration in Finance

Syracuse University - Maxwell School   1971 — 1975
BA, Economics and Political Science

Dr. G. Kevin Spellman, CFA Dr. G. Kevin Spellman, CFA Greater Milwaukee Area Details
Dr. G. Kevin Spellman, CFA's MEMBERS Capital Advisors Experience April 2004 - January 2006
Job Senior Lecturer, Director, Consultant in Investments, Behavioral Finance, and Cost of Capital
Industry Investment Management
Experience
University of Wisconsin Milwaukee  August 2009 - Present
IE Business School  September 2009 - Present
Independent Consultant  July 2006 - Present
Durham University  July 2006 - July 2010
University of Wisconsin-Madison  January 2006 - July 2009
Members Capital Advisors   April 2004 - January 2006
The Ohio State University  September 2000 - April 2004
State Teachers Retirement System of Ohio  May 1994 - April 2004
Capital Valuation Group   February 1993 - April 1994

Skills
Asset Management, Asset Pricing, Forensic Accounting, Investments, Valuation, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Behavioral Finance, Professor, Teaching Experience, Private Equity, Corporate Finance, Finance, Emerging Markets, Investment Management, Economics, Asset Managment, Strategy, Investment Banking, Investment Strategies, Trading

Education
Durham University   2005 — 2009
PhD, Accounting and Finance: Field of Study - Behavioral Finance

University of Wisconsin-Madison   1992 — 1994
MS Finance, Investments

University of Wisconsin-La Crosse   1988 — 1992
BS, Finance + Mathematics (minor)

Dhruv Goyal, CFA Dhruv Goyal, CFA Columbus, Ohio Details
Dhruv Goyal, CFA's MEMBERS Capital Advisors Experience April 2008 - March 2010
Job Sovereign Research Analyst at Nationwide Insurance
Industry Investment Management
Experience
Nationwide Insurance  March 2013 - Present
Wisconsin Alumni Research Foundation  March 2010 - March 2013
Members Capital Advisors   April 2008 - March 2010
IDBI Capital   May 2005 - June 2006
Indian Market Research Bureau (IMRB) International   June 2004 - April 2005
Eicher Motors Ltd.   2002 - 2004

Education
University of Wisconsin-Madison   2006 — 2008
MBA

Indian Institute of Technology, Delhi   2000 — 2002
MBA

Mark Prusha, CFA Mark Prusha, CFA Madison, Wisconsin Area Details
Mark Prusha, CFA's MEMBERS Capital Advisors Experience 2006 - 2009
Job Director Investment Risk at MEMBERS Capital Advisors Inc.
Industry Investment Management
Experience
MEMBERS Capital Advisors Inc.   October 2013 - Present
Musser Capital Advisors   June 2011 - October 2013
Self Employed  2010 - June 2011
MEMBERS Capital Advisors   2006 - 2009
MEMBERS Capital Advisors (fka CIMCO Inc.)   1996 - 2005
CIMCO Inc. (fka Century Investment Managment Co.   1994 - 1996
CIMCO Inc (fka Century Investment Management Co.)   1990 - 1994

Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Valuation, Bonds, Trading, Asset Allocation, Investment Policy, MBS, ABS, Securities, Credit, Financial Analysis, Structured Products, Credit Analysis, CMBS

Education
University of Northern Iowa   1985 — 1990
MBA, Business

Central College   1979 — 1983
BA, Business Management and Systems Management

Tom Webber Tom Webber Madison, Wisconsin Area Details
Tom Webber's MEMBERS Capital Advisors Experience 1998 - Present
Job Managing Director at Cuna Mutual Group
Industry Investment Management
Experience
Cuna Mutual Group  September 1998 - Present
MEMBERS Capital Advisors   1998 - Present
Lincoln Financial Group  1991 - 1998

Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Bonds

Education
Carnegie Mellon University - Tepper School of Business   1989 — 1991
MBA, Finance

Yale University   1979 — 1983
BA, History

Jason Micks Jason Micks Madison, Wisconsin Area Details
Jason Micks's MEMBERS Capital Advisors Experience May 2006 - Present
Job Senior Fixed Income Research Analyst at Members Capital Advisors
Industry Investment Management
Experience
Members Capital Advisors   May 2006 - Present
Advantus Capital Management  January 2005 - April 2006
Advantus Capital Management  October 2001 - January 2005
PSE&G  1998 - 1999

Skills
Fixed Income, Bloomberg, Bonds, Investments, Financial Modeling, Fixed Income Analysis, Trading, Derivatives, Investment Management, Capital Markets, Options, Asset Management, Valuation, Series 7, Financial Analysis, Portfolio Management

Education
University of Minnesota - Carlson School of Management   2002 — 2004
MBA, Finance and Strategic Management

Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1998
B.S., Finance and Operations/Strategic Management

Hopkins High School   1991 — 1994

Vitaly Kholodovsky, CFA, FRM Vitaly Kholodovsky, CFA, FRM Madison, Wisconsin Area Details
Vitaly Kholodovsky, CFA, FRM's MEMBERS Capital Advisors Experience October 2004 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
Members Capital Advisors   October 2004 - 2009
Allstate  1999 - 2004

Skills
Derivatives, Portfolio Management, Financial Modeling, Asset Management, Asset Allocation, Risk Management, Valuation, Investments, Structuring

Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance

Saint John's University
MBA, Finance/Insurance

Tomomi Imamura, CISSP Tomomi Imamura, CISSP Madison, Wisconsin Area Details
Tomomi Imamura, CISSP's MEMBERS Capital Advisors Experience January 2008 - July 2009
Job IT Security Engineer at University of WisconsinMadison
Industry Information Technology and Services
Experience
University of Wisconsin-Madison  August 2009 - Present
MEMBERS Capital Advisors   January 2008 - July 2009
CUNA Mutual Group  January 2003 - January 2008
CUNA Mutual Group  August 2001 - January 2003
MITSUBISHI PLASTICS, Inc.   March 1993 - July 1996

Skills
Vulnerability Scanning, Penetration Testing, Web Application Security, Data Masking, SQL, Active Directory, IIS, Information Security, Network Security, Information Security..., Security, Oracle, PeopleSoft, Unix, ASP.NET, Visual Basic, Databases, JavaScript, Process Improvement, System Administration, Project Management, SharePoint, VB.NET, Web Services, ASP, Disaster Recovery, Visio, Enterprise Architecture, SDLC, Information Technology, Identity Management, Requirements Analysis, VBScript, Java, Access, Testing, Software Documentation, Microsoft SQL Server, IT Management, ITIL, Software Development, Computer Security, Integration, Windows Server, VMware, Linux

Education
Edgewood College   1998 — 2001
B.S., Computer Information Systems

Koryo International Junior College, Aichi Pref. JAPAN   1991 — 1993
Associate Degree, English

CISSP® - Certified Information Systems Security Professional
CISSP, IT Security

ITLP

SANS

SANS

Amy Cameron Amy Cameron Greater New York City Area Details
Amy Cameron's MEMBERS Capital Advisors Experience August 2011 - Present
Job Managing Director at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group  August 2011 - Present
MEMBERS Capital Advisors   August 2011 - Present
Allianz of America  June 2001 - July 2011
GE Asset Management  August 1998 - May 2001
Metropolitan Life Insurance Company  1995 - 1998

Skills
High Yield, Fixed Income, Credit, Asset Allocation, Portfolio Management, Trading, Investments, Bonds, Securities, Credit Analysis

Education
University of Connecticut   2000 — 2003
MBA, Finance

Villanova University   1989 — 1993
BS, Economics

Kate Knowles, CFA Kate Knowles, CFA Greater Minneapolis-St. Paul Area Details
Kate Knowles, CFA's MEMBERS Capital Advisors Experience August 1988 - June 2004
Job Senior Investment Grade Research Analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans  July 2004 - Present
MEMBERS Capital Advisors   August 1988 - June 2004
Bank of America  August 1996 - June 1998
NBD Bank (Now JP Morgan)   June 1992 - August 1996

Skills
Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Financial Modeling, Financial Analysis, Investment Management, Valuation

Education
University of Michigan - Stephen M. Ross School of Business   1990 — 1992
MBA, Finance

University of Wisconsin-Madison   1984 — 1988
Bachelor of Arts, International Relations and French

High School   1980 — 1984

Michael Daubs Michael Daubs Madison, Wisconsin Area Details
Michael Daubs's MEMBERS Capital Advisors Experience 1982 - 2006
Job Independent Investment Executive
Industry Investment Management
Experience
CUNA Mutual Group  1989 - 2006
CUNA Mutual  1983 - 2006
MEMBERS Capital Advisors   1982 - 2006
MEMBERS Capital Advisors   1966 - 1982

Education
Illinois State University   1973 — 1975
MS, Finance; Business Administration

Illinois Wesleyan University   1961 — 1966
BS, Economics/Business Administration

David Voge David Voge Madison, Wisconsin Area Details
David Voge's MEMBERS Capital Advisors Experience September 1998 - July 2009
Job Investment Management Professional
Industry Investment Management
Experience
MEMBERS Capital Advisors   September 1998 - July 2009
CUNA Mutual Group  September 1998 - 2009
CUNA Mutual  1998 - 2009
Provident Mutual  September 1987 - September 1998
First Peoples Bank of New Jersey   April 1984 - September 1987
Westinghouse Credit Corporation  September 1982 - April 1984

Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Finance, Securities, Wealth Management, Valuation, Investment Strategies, Strategic Financial..., Trading, Asset Managment

Education
Villanova University   1984 — 1986
MBA, Finance

Franklin & Marshall College   1978 — 1982
AB, Business

Phoutthalom Hord Phoutthalom Hord Greater Milwaukee Area Details
Phoutthalom Hord's MEMBERS Capital Advisors Experience 2006 - 2008
Job Compliance Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  January 2015 - Present
Wells Capital Management  October 2010 - January 2015
US Banccorp  July 2008 - October 2010
MEMBERS Capital Advisors   2006 - 2008

Skills
Investments, Equities, Mutual Funds, Financial Reporting, Corporate Actions, Fund Accounting, Bloomberg, Fixed Income, Accounting, Securities, Microsoft Excel, Asset Managment, Hedge Funds, Account Reconciliation

Education
Carthage College
BA, Accounting and Business Administration

Pasquale Totaro, CFA Pasquale Totaro, CFA Madison, Wisconsin Details
Pasquale Totaro, CFA's MEMBERS Capital Advisors Experience May 2014 - Present
Job Senior Analyst, Investment Operations at MEMBERS Capital Advisors
Industry Financial Services
Experience
MEMBERS Capital Advisors   May 2014 - Present
Pioneer Investments  August 2010 - May 2014
Pioneer Investments  September 2008 - August 2010

Skills
Bloomberg Terminal, Factset, Morningstar, Investments, Fund Accounting, Lipper, Performance Analysis, Performance Attribution, Peers, Capital IQ, Equities

Education
Boston University - School of Management   2001 — 2005
BSBA, Finance, Economics, Cum Laude, 3.29