Miller Anderson & Sherrerd
Miller Anderson & Sherrerd List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Miller Anderson & Sherrerd. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Miller Anderson & Sherrerd Salaries. You can even request information on how much does Miller Anderson & Sherrerd pay if you want to. Learn about salaries, pros and cons of working for Miller Anderson & Sherrerd 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!
25 Miller Anderson & Sherrerd employees in database. Find out everything there's to know about Miller Anderson & Sherrerd 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.
Miller Anderson & Sherrerd Employees
Employee
Years
Job
Industry
Susan Bannon Susan Bannon's Miller Anderson & Sherrerd Experience January 1987 - January 1995
Job BSN
Industry Hospital & Health Care
Experience
Thomas Edison State College October 2013 - September 2014
Pottsgrove School District January 2011 - December 2012
Pennridge School District January 2011 - December 2012
Council Rock School District January 2011 - December 2012
Pottsgrove Middle School June 2011 - July 2011
Pottsgrove Middle School August 2010 - January 2011
B.T. Durkin Associates January 2004 - December 2009
Miller, Anderson & Sherrerd January 1987 - January 1995
Skills
Program Specialist,..., Certified to teach..., Certified to teach..., Certified to teach..., Certified to teach..., CPR certified, American..., Teaching, Tutoring, ESL, PowerPoint, Public Speaking, Microsoft Word, Healthcare, Event Planning, Staff Development, BLS, Microsoft Excel
Education
Thomas Edison State College 2013 — 2014
Bachelor's Degree, Nursing Science
Holy Family University
Master's of Education degree, Elementary Education, K-8
Temple University 1983 — 1986
B.A. in Communications, Journalism, Public Relations, Magna Cum Laude
Bucks County Community College
Thomas Edison State College October 2013 - September 2014
Pottsgrove School District January 2011 - December 2012
Pennridge School District January 2011 - December 2012
Council Rock School District January 2011 - December 2012
Pottsgrove Middle School June 2011 - July 2011
Pottsgrove Middle School August 2010 - January 2011
B.T. Durkin Associates January 2004 - December 2009
Miller, Anderson & Sherrerd January 1987 - January 1995
Skills
Program Specialist,..., Certified to teach..., Certified to teach..., Certified to teach..., Certified to teach..., CPR certified, American..., Teaching, Tutoring, ESL, PowerPoint, Public Speaking, Microsoft Word, Healthcare, Event Planning, Staff Development, BLS, Microsoft Excel
Education
Thomas Edison State College 2013 — 2014
Bachelor's Degree, Nursing Science
Holy Family University
Master's of Education degree, Elementary Education, K-8
Temple University 1983 — 1986
B.A. in Communications, Journalism, Public Relations, Magna Cum Laude
Bucks County Community College
Mary Ann Milias St. Peter Mary Ann Milias St. Peter's Miller Anderson & Sherrerd Experience March 1987 - February 2001
Job Financial Services and Investment Advisory Consultant
Industry Financial Services
Experience
Dodge & Cox Worldwide Investments Ltd. January 2010 - June 2012
Dodge & Cox February 2001 - January 2010
Miller Anderson & Sherrerd March 1987 - February 2001
Castle & Cooke, Inc. July 1974 - February 1987
Mountain View-Los Altos Union High School District September 1969 - August 1972
Skills
Investment Advisory, Client Development, Asset Management, Business Development, Mutual Funds, Training, Public Speaking, Financial Services
Education
Harvard Business School 1972 — 1974
Master of Business Administration (MBA), Finance and Marketing
Columbia University 1967 — 1969
Master of Arts (MA), Eastern European Studies and Education
Stanford University 1963 — 1967
Bachelor of Arts (AB), History
Dodge & Cox Worldwide Investments Ltd. January 2010 - June 2012
Dodge & Cox February 2001 - January 2010
Miller Anderson & Sherrerd March 1987 - February 2001
Castle & Cooke, Inc. July 1974 - February 1987
Mountain View-Los Altos Union High School District September 1969 - August 1972
Skills
Investment Advisory, Client Development, Asset Management, Business Development, Mutual Funds, Training, Public Speaking, Financial Services
Education
Harvard Business School 1972 — 1974
Master of Business Administration (MBA), Finance and Marketing
Columbia University 1967 — 1969
Master of Arts (MA), Eastern European Studies and Education
Stanford University 1963 — 1967
Bachelor of Arts (AB), History
Buzz Miller Buzz Miller's Miller Anderson & Sherrerd Experience February 1983 - June 1996
Job Investment Administration for Miller Family Office
Industry Investment Management
Experience
Self-employed May 2011 - Present
Self Employed June 1998 - June 2003
Miller, Anderson & Sherrerd February 1983 - June 1996
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Office Management, Investments, Microsoft Word, Asset Management, Research, Financial Analysis, Social Media, Equities, Photography, Accounting, Economics
Education
The College of Wooster 1978 — 1981
Episcopal Academy 1973 — 1978
Self-employed May 2011 - Present
Self Employed June 1998 - June 2003
Miller, Anderson & Sherrerd February 1983 - June 1996
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Office Management, Investments, Microsoft Word, Asset Management, Research, Financial Analysis, Social Media, Equities, Photography, Accounting, Economics
Education
The College of Wooster 1978 — 1981
Episcopal Academy 1973 — 1978
Steve Esser's Miller Anderson & Sherrerd Experience 1988 - 1996
Job Graduate Student in Philosophy University of Pennsylvania
Industry
Experience
University of Pennsylvania 2012 - Present
Permit Capital 2005 - 2012
Morgan Stanley Investment Management 1996 - 2004
Miller, Anderson & Sherrerd 1988 - 1996
Kidder Peabody 1985 - 1988
Education
University of Pennsylvania 2014 — 2019
Doctor of Philosophy (PhD), Philosophy
University of Pennsylvania 2012 — 2014
Master of Arts (M.A.), Philosophy
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
University of Pennsylvania 2012 - Present
Permit Capital 2005 - 2012
Morgan Stanley Investment Management 1996 - 2004
Miller, Anderson & Sherrerd 1988 - 1996
Kidder Peabody 1985 - 1988
Education
University of Pennsylvania 2014 — 2019
Doctor of Philosophy (PhD), Philosophy
University of Pennsylvania 2012 — 2014
Master of Arts (M.A.), Philosophy
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Nick Kovich's Miller Anderson & Sherrerd Experience April 1988 - December 1995
Job Managing Partner at Beach Investment Counsel
Industry Financial Services
Experience
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Caroll Stoner Caroll Stoner's Miller Anderson & Sherrerd Experience August 1991 - January 1993
Job Inventor/CEO
Industry Marketing and Advertising
Experience
Stoner Innovations, Inc. December 2000 - Present
Stationery Express September 1992 - December 2000
Miller, Anderson & Sherrerd August 1991 - January 1993
Summit Healthcare Solutions May 1989 - May 1991
Merrill Lynch September 1985 - May 1989
Skills
Marketing Strategy, Strategic Planning, Advertising, Social Networking, Marketing Communications, New Business Development, Marketing Research, Business Strategy, Public Speaking, Sales Management, Event Management, Event Planning, Project Management, Public Relations
Education
Eastern University 1983 — 1985
Bachelor of Science (B.S.), Business Adminstration
Lock Haven University of Pennsylvania
Stoner Innovations, Inc. December 2000 - Present
Stationery Express September 1992 - December 2000
Miller, Anderson & Sherrerd August 1991 - January 1993
Summit Healthcare Solutions May 1989 - May 1991
Merrill Lynch September 1985 - May 1989
Skills
Marketing Strategy, Strategic Planning, Advertising, Social Networking, Marketing Communications, New Business Development, Marketing Research, Business Strategy, Public Speaking, Sales Management, Event Management, Event Planning, Project Management, Public Relations
Education
Eastern University 1983 — 1985
Bachelor of Science (B.S.), Business Adminstration
Lock Haven University of Pennsylvania
Christopher Perry, CFA Christopher Perry, CFA's Miller Anderson & Sherrerd Experience 1994 - 1996
Job Portfolio Manager and Analyst
Industry Investment Management
Experience
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
Alisa Attardi Skatrud, CFA Alisa Attardi Skatrud, CFA's Miller Anderson & Sherrerd Experience 1994 - 2001
Job Senior Institutional Investment Professional
Industry Investment Management
Experience
. Manager, Socially Responsible InvestingPortico Benefit Services
MFS Investment Management 2001 - 2006
Miller Anderson & Sherrerd 1994 - 2001
Vanguard Group 1991 - 1994
Skills
Investments, Asset Managment, Hedge Funds, Investment Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Alternative Investments, Strategy, Series 63, Securities, Investment Strategies, Financial Services, Investment Advisory, Fund Of Funds
Education
Colby College 1987 — 1991
BA, English
. Manager, Socially Responsible InvestingPortico Benefit Services
MFS Investment Management 2001 - 2006
Miller Anderson & Sherrerd 1994 - 2001
Vanguard Group 1991 - 1994
Skills
Investments, Asset Managment, Hedge Funds, Investment Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Alternative Investments, Strategy, Series 63, Securities, Investment Strategies, Financial Services, Investment Advisory, Fund Of Funds
Education
Colby College 1987 — 1991
BA, English
Jon Speare Jon Speare's Miller Anderson & Sherrerd Experience 1995 - 1996
Job Managing Director at Commonfund
Industry Investment Management
Experience
The Treasury Institute for Higher Education 2000 - Present
Commonfund 1996 - Present
Miller Anderson & Sherrerd 1995 - 1996
CoreStates Financial Corporation 1986 - 1995
Skills
Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Financial Modeling, Private Equity, Asset Managment, Strategic Financial..., Investments, Equities, Fund Of Funds, Asset Allocation, Securities, Financial Analysis, Capital Markets, Credit Analysis, Investment Strategies, Emerging Markets, Bloomberg, Venture Capital, Derivatives, Series 63, Valuation, Financial Markets, Investment Banking, Endowments, Financial Services
Education
Villanova University 1983 — 1986
MBA, Finance
Colorado College 1976 — 1980
BA, History
Episcopal Academy 1967 — 1976
The Treasury Institute for Higher Education 2000 - Present
Commonfund 1996 - Present
Miller Anderson & Sherrerd 1995 - 1996
CoreStates Financial Corporation 1986 - 1995
Skills
Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Financial Modeling, Private Equity, Asset Managment, Strategic Financial..., Investments, Equities, Fund Of Funds, Asset Allocation, Securities, Financial Analysis, Capital Markets, Credit Analysis, Investment Strategies, Emerging Markets, Bloomberg, Venture Capital, Derivatives, Series 63, Valuation, Financial Markets, Investment Banking, Endowments, Financial Services
Education
Villanova University 1983 — 1986
MBA, Finance
Colorado College 1976 — 1980
BA, History
Episcopal Academy 1967 — 1976
Lionel Harris's Miller Anderson & Sherrerd Experience July 1994 - August 1994
Job Fund Manager at Fidelity Investments
Industry
Experience
Fidelity Investments April 2005 - Present
Fidelity Investments September 2002 - March 2005
Fidelity Investments September 2000 - August 2002
Fidelity Investments June 1995 - August 2000
Miller, Anderson & Sherrerd July 1994 - August 1994
Cambridge Associates September 1989 - August 1993
Skills
Portfolio Management, Financial Modeling, Capital Markets, Investment Properties, Corporate Finance, Project Management, Team Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Investments and Securities
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics
Fidelity Investments April 2005 - Present
Fidelity Investments September 2002 - March 2005
Fidelity Investments September 2000 - August 2002
Fidelity Investments June 1995 - August 2000
Miller, Anderson & Sherrerd July 1994 - August 1994
Cambridge Associates September 1989 - August 1993
Skills
Portfolio Management, Financial Modeling, Capital Markets, Investment Properties, Corporate Finance, Project Management, Team Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Investments and Securities
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics
Gary Haubold Gary Haubold's Miller Anderson & Sherrerd Experience 1993 - 1996
Job Portfolio Manager
Industry Investment Management
Experience
FourScore Income Partners, LP May 2013 - Present
Chief Cornerstone Capital, LLC May 2010 - April 2013
Benchmark Investment Group, LLC August 2009 - May 2011
Gartmore Global Investment Advisors 2004 - 2008
Pilgrim Baxter & Associates 1997 - 1999
Morgan Stanley Asset Management 1996 - 1996
Miller Anderson & Sherrerd 1993 - 1996
Donaldson Lufkin & Jenrette 1986 - 1993
Stein Roe & Farnham 1983 - 1986
Brown & Root July 1980 - July 1981
Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
M.B.A., Finance
Rice University 1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate
United States Air Force Academy 1976 — 1978
None, Astronautical Engineering
Paschal High School
Paschal High School
Paschal High School
FourScore Income Partners, LP May 2013 - Present
Chief Cornerstone Capital, LLC May 2010 - April 2013
Benchmark Investment Group, LLC August 2009 - May 2011
Gartmore Global Investment Advisors 2004 - 2008
Pilgrim Baxter & Associates 1997 - 1999
Morgan Stanley Asset Management 1996 - 1996
Miller Anderson & Sherrerd 1993 - 1996
Donaldson Lufkin & Jenrette 1986 - 1993
Stein Roe & Farnham 1983 - 1986
Brown & Root July 1980 - July 1981
Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
M.B.A., Finance
Rice University 1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate
United States Air Force Academy 1976 — 1978
None, Astronautical Engineering
Paschal High School
Paschal High School
Paschal High School
Lorraine Truten's Miller Anderson & Sherrerd Experience April 1986 - January 1995
Job Independent Research and Writing Professional
Industry Research
Experience
Independent October 2012 - Present
Center for Creative Leadership June 2010 - October 2012
Wharton Executive Education 2005 - September 2009
Morgan Stanley Investment Management 1995 - 2004
Miller, Anderson & Sherrerd April 1986 - January 1995
Skills
Financial Services, Curriculum Design, Wealth Management, Leadership Studies, Leadership Development, Strategic Planning, Change Management
Education
University of Pennsylvania 1983 — 1985
MA, Romance Languages
University of Pennsylvania 1979 — 1983
BA, Romance Languages, Economics
Center for Creative Leadership
Independent October 2012 - Present
Center for Creative Leadership June 2010 - October 2012
Wharton Executive Education 2005 - September 2009
Morgan Stanley Investment Management 1995 - 2004
Miller, Anderson & Sherrerd April 1986 - January 1995
Skills
Financial Services, Curriculum Design, Wealth Management, Leadership Studies, Leadership Development, Strategic Planning, Change Management
Education
University of Pennsylvania 1983 — 1985
MA, Romance Languages
University of Pennsylvania 1979 — 1983
BA, Romance Languages, Economics
Center for Creative Leadership
Irene Lu's Miller Anderson & Sherrerd Experience 1993 - 1994
Job Capital Markets Debt and Equity Finance
Industry Real Estate
Experience
CBRE February 2013 - Present
Centerline Capital Group 2006 - 2007
GE Real Estate 2003 - 2006
Insignia / ESG consulting group 1998 - 2003
Miller, Anderson & Sherrerd 1993 - 1994
Skills
Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Risk Management, Negotiation, Structuring
Education
University of Pennsylvania - The Lauder Institute 1994 — 1996
MA, International Studies - East Asia
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Yale University 1984 — 1988
BA, Economics & Political Science
CBRE February 2013 - Present
Centerline Capital Group 2006 - 2007
GE Real Estate 2003 - 2006
Insignia / ESG consulting group 1998 - 2003
Miller, Anderson & Sherrerd 1993 - 1994
Skills
Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Risk Management, Negotiation, Structuring
Education
University of Pennsylvania - The Lauder Institute 1994 — 1996
MA, International Studies - East Asia
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Yale University 1984 — 1988
BA, Economics & Political Science
Martha Penberthy, CFA, CFP's Miller Anderson & Sherrerd Experience August 1988 - May 1990
Job Financial Management Analyst at U. S. Department of Education
Industry Government Administration
Experience
U. S. Department of Education May 2014 - Present
U. S. Peace Corps June 2011 - August 2013
Baldwin Investment Managment, LLC December 2003 - August 2011
Wilmington Trust January 1997 - February 2002
LTCB-MAS Investment Management, LLC May 1990 - January 1997
Miller Anderson & Sherrerd August 1988 - May 1990
Skills
Asset Allocation, Investment Management, Asset Managment, Alternative Investments, International Relations, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Financial Modeling, International..., Community Development, Economics
Education
University of Pennsylvania
Milton Academy
Methodist College Belfast
U. S. Department of Education May 2014 - Present
U. S. Peace Corps June 2011 - August 2013
Baldwin Investment Managment, LLC December 2003 - August 2011
Wilmington Trust January 1997 - February 2002
LTCB-MAS Investment Management, LLC May 1990 - January 1997
Miller Anderson & Sherrerd August 1988 - May 1990
Skills
Asset Allocation, Investment Management, Asset Managment, Alternative Investments, International Relations, Asset Management, Investments, Portfolio Management, Equities, Financial Services, Financial Modeling, International..., Community Development, Economics
Education
University of Pennsylvania
Milton Academy
Methodist College Belfast
Marc Crespi's Miller Anderson & Sherrerd Experience 1994 - 1996
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2010 - Present
Holy Redeemer Health System 1996 - Present
Cain Brothers Asset Management November 2009 - August 2010
Morgan Stanley Investment Management 1994 - 2008
Miller Anderson & Sherrerd 1994 - 1996
Smith Barney 1985 - 1994
Prudential-Bache Securities 1980 - 1985
Elkins, Stroud, Suplee & Co. 1980 - 1982
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Accounting
BlackRock August 2010 - Present
Holy Redeemer Health System 1996 - Present
Cain Brothers Asset Management November 2009 - August 2010
Morgan Stanley Investment Management 1994 - 2008
Miller Anderson & Sherrerd 1994 - 1996
Smith Barney 1985 - 1994
Prudential-Bache Securities 1980 - 1985
Elkins, Stroud, Suplee & Co. 1980 - 1982
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Accounting
Laura Thomas's Miller Anderson & Sherrerd Experience June 1987 - June 1996
Job Executive Director Investment Officer @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Investment Management June 1996 - September 2002
Miller, Anderson & Sherrerd June 1987 - June 1996
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Investments
Education
Rosemont College 2004 — 2004
BS, Management
University of Minnesota-Twin Cities 1979 — 1984
BA, Economics
Morgan Stanley Wealth Management January 2006 - Present
Morgan Stanley Investment Management June 1996 - September 2002
Miller, Anderson & Sherrerd June 1987 - June 1996
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Investments
Education
Rosemont College 2004 — 2004
BS, Management
University of Minnesota-Twin Cities 1979 — 1984
BA, Economics
Stephanie Colantuno's Miller Anderson & Sherrerd Experience January 1994 - January 1996
Job Auditor
Industry Financial Services
Experience
West Nantmeal Township January 2012 - Present
Twin Valley Elementary Center Partners in Education July 2012 - Present
Twin Valley School District December 2003 - December 2011
Morgan Stanley Investment Management January 1997 - January 2003
Morgan Stanley Investment Management January 1996 - January 1997
Miller Anderson & Sherrerd January 1994 - January 1996
Alliance Capital Management December 1992 - January 1994
ALLIANCE FUND SERVICES January 1992 - January 1994
Skills
Strategic Planning, Hedge Funds, Process Engineering, Organizational..., Bloomberg, Product Management, Asset Allocation, Investments, Performance Appraisal, Educational Technology, Investment Strategies, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Investment Management, Customer Service, Team Leadership, Marketing, Competitive Analysis, Product Development, Program Management, Budgets, Salesforce.com, Mutual Funds, Change Management, Talent Acquisition, Talent Management, Recruiting, Portfolio Management, Sales, Research, Onboarding, Managerial Finance, Strategic Financial..., Fixed Income, Policy, Management, Vendor Management, Leadership Development, Healthcare, Team Building, Financial Services, Asset Managment, Alternative Investments, Business Analysis, Staff Development, Leadership
Education
Temple University - Fox School of Business and Management 1996 — 1997
MBA, Finance
King's College 1988 — 1992
BS, Marketing
West Nantmeal Township January 2012 - Present
Twin Valley Elementary Center Partners in Education July 2012 - Present
Twin Valley School District December 2003 - December 2011
Morgan Stanley Investment Management January 1997 - January 2003
Morgan Stanley Investment Management January 1996 - January 1997
Miller Anderson & Sherrerd January 1994 - January 1996
Alliance Capital Management December 1992 - January 1994
ALLIANCE FUND SERVICES January 1992 - January 1994
Skills
Strategic Planning, Hedge Funds, Process Engineering, Organizational..., Bloomberg, Product Management, Asset Allocation, Investments, Performance Appraisal, Educational Technology, Investment Strategies, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Investment Management, Customer Service, Team Leadership, Marketing, Competitive Analysis, Product Development, Program Management, Budgets, Salesforce.com, Mutual Funds, Change Management, Talent Acquisition, Talent Management, Recruiting, Portfolio Management, Sales, Research, Onboarding, Managerial Finance, Strategic Financial..., Fixed Income, Policy, Management, Vendor Management, Leadership Development, Healthcare, Team Building, Financial Services, Asset Managment, Alternative Investments, Business Analysis, Staff Development, Leadership
Education
Temple University - Fox School of Business and Management 1996 — 1997
MBA, Finance
King's College 1988 — 1992
BS, Marketing
Natalie Marvi-Romeo, CAIA's Miller Anderson & Sherrerd Experience 1990 - 1995
Job Investment Management
Industry Investment Management
Experience
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
Tracey Ivey's Miller Anderson & Sherrerd Experience 1983 - 1996
Job Director of Consultant Relations at Thompson, Siegel & Walmsley
Industry Investment Management
Experience
Thompson, Siegel & Walmsley September 2008 - Present
Morgan Stanley Investment Management 1996 - 2008
Miller, Anderson & Sherrerd 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Asset Management, Equities, Mutual Funds, Investments, Fixed Income, Series 7, Series 63, Investment Management, Wealth Management, Private Equity, Equity Research, Institutional..., Securities, Bloomberg, Management, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance/Marketing
University of Richmond 1978 — 1982
BS, Finance/Marketing
Thompson, Siegel & Walmsley September 2008 - Present
Morgan Stanley Investment Management 1996 - 2008
Miller, Anderson & Sherrerd 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Asset Management, Equities, Mutual Funds, Investments, Fixed Income, Series 7, Series 63, Investment Management, Wealth Management, Private Equity, Equity Research, Institutional..., Securities, Bloomberg, Management, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance/Marketing
University of Richmond 1978 — 1982
BS, Finance/Marketing
Doug Kugler's Miller Anderson & Sherrerd Experience 1997 - 2003
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners December 2003 - Present
Miller, Anderson & Sherrerd 1997 - 2003
Price Waterhouse 1983 - 1989
Education
University of Delaware 1979 — 1983
BS, Accounting
Chartwell Investment Partners December 2003 - Present
Miller, Anderson & Sherrerd 1997 - 2003
Price Waterhouse 1983 - 1989
Education
University of Delaware 1979 — 1983
BS, Accounting
Laura Abramson's Miller Anderson & Sherrerd Experience 1983 - 1995
Job VP State Street Investment Manager Services
Industry Financial Services
Experience
State Street Investment Manager Services September 2010 - June 2014
MaxYourImage 2003 - September 2010
Morgan Stanley 1999 - 2003
Morgan Stanley Investment Management 1995 - 2003
Miller Anderson & Sherrerd 1983 - 1995
Dun & Bradstreet 1980 - 1983
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Asset Management, Investment Management, Investments, Financial Services, Asset Allocation, Bloomberg, Securities, Portfolio Management, Investment Strategies, Trading Systems, Management
Education
Penn State University
BS, Business, French
State Street Investment Manager Services September 2010 - June 2014
MaxYourImage 2003 - September 2010
Morgan Stanley 1999 - 2003
Morgan Stanley Investment Management 1995 - 2003
Miller Anderson & Sherrerd 1983 - 1995
Dun & Bradstreet 1980 - 1983
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Asset Management, Investment Management, Investments, Financial Services, Asset Allocation, Bloomberg, Securities, Portfolio Management, Investment Strategies, Trading Systems, Management
Education
Penn State University
BS, Business, French
Jeannette Gloge's Miller Anderson & Sherrerd Experience 1984 - 2003
Job Manager of Finance at Bryant Park Capital LLC
Industry Accounting
Experience
Bryant Park Capital LLC April 2013 - Present
HT Bauerle Associates, Inc. & Synergy Industries, LLC September 2003 - March 2013
Morgan Stanley Investment Management 1984 - 2003
Miller Anderson & Sherrerd 1984 - 2003
Skills
Mutual Funds, Fixed Income
Education
La Salle University - School of Business Administration
Bachelor of Science, Accounting, Finance
Bryant Park Capital LLC April 2013 - Present
HT Bauerle Associates, Inc. & Synergy Industries, LLC September 2003 - March 2013
Morgan Stanley Investment Management 1984 - 2003
Miller Anderson & Sherrerd 1984 - 2003
Skills
Mutual Funds, Fixed Income
Education
La Salle University - School of Business Administration
Bachelor of Science, Accounting, Finance
Lee Ann Grimmer's Miller Anderson & Sherrerd Experience June 1987 - May 1994
Job Vice President, Client Coverage at MSCI Inc
Industry Financial Services
Experience
InvestorForce An MSCI Brand. April 2004 - Present
Morgan Stanley Investment Management February 1999 - April 2004
Miller, Anderson & Sherrard March 1994 - February 1999
Miller, Anderson & Sherrerd June 1987 - May 1994
Skills
Mutual Funds, Fixed Income, Alternative Investments, Equities, Investment Management, Portfolio Management, Manage Client..., Client Education, Client Relations Skills
Education
Drexel University - LeBow College of Business 1990 — 1994
MBA, Finance
Drexel University - LeBow College of Business 1982 — 1987
BS, Finance
InvestorForce An MSCI Brand. April 2004 - Present
Morgan Stanley Investment Management February 1999 - April 2004
Miller, Anderson & Sherrard March 1994 - February 1999
Miller, Anderson & Sherrerd June 1987 - May 1994
Skills
Mutual Funds, Fixed Income, Alternative Investments, Equities, Investment Management, Portfolio Management, Manage Client..., Client Education, Client Relations Skills
Education
Drexel University - LeBow College of Business 1990 — 1994
MBA, Finance
Drexel University - LeBow College of Business 1982 — 1987
BS, Finance
Paul F. Miller, Jr.'s Miller Anderson & Sherrerd Experience 1969 - 1996
Job Investment Committee at Miller Investment Management
Industry Investment Management
Experience
Miller Investment Management 1969 - Present
Miller Anderson & Sherrerd 1969 - 1996
Drexel & Co. 1956 - 1966
Skills
Hedge Funds, Asset Management, Investments, Portfolio Management, Strategic Planning, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Management, Alternative Investments, Fixed Income, Private Equity, Equities, Mutual Funds, Valuation, Wealth Management, Venture Capital, Trading, Investment Management, Corporate Finance, Series 7, Series 63, Mergers & Acquisitions
Education
Univ. of Pennsylvania, Graduate School of Arts & Sciences 1950 — 1952
M.A. in economiics
Univ. of Pennsylvania, Graduate School of Arts & Sciences 1950 — 1952
M.A., Economics
University of Pennsylvania 1946 — 1950
B.S., Economics
Miller Investment Management 1969 - Present
Miller Anderson & Sherrerd 1969 - 1996
Drexel & Co. 1956 - 1966
Skills
Hedge Funds, Asset Management, Investments, Portfolio Management, Strategic Planning, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Management, Alternative Investments, Fixed Income, Private Equity, Equities, Mutual Funds, Valuation, Wealth Management, Venture Capital, Trading, Investment Management, Corporate Finance, Series 7, Series 63, Mergers & Acquisitions
Education
Univ. of Pennsylvania, Graduate School of Arts & Sciences 1950 — 1952
M.A. in economiics
Univ. of Pennsylvania, Graduate School of Arts & Sciences 1950 — 1952
M.A., Economics
University of Pennsylvania 1946 — 1950
B.S., Economics
Janet Cauley's Miller Anderson & Sherrerd Experience 1988 - 1996
Job Financial Services | Research | Marketing | Client Service
Industry Financial Services
Experience
Palliser Bay 2008 - June 2014
Morgan Stanley 1996 - 1998
Miller, Anderson & Sherrerd 1988 - 1996
Merrill Lynch 1985 - 1987
Skills
Marketing Management, Strategic Planning, Marketing Research, Marketing Analytics, RFP Generation, Collateral Material..., Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investments, Leadership, Portfolio Management, Management, Cross-functional Team..., Hedge Funds
Education
Villanova University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (BS)
Palliser Bay 2008 - June 2014
Morgan Stanley 1996 - 1998
Miller, Anderson & Sherrerd 1988 - 1996
Merrill Lynch 1985 - 1987
Skills
Marketing Management, Strategic Planning, Marketing Research, Marketing Analytics, RFP Generation, Collateral Material..., Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investments, Leadership, Portfolio Management, Management, Cross-functional Team..., Hedge Funds
Education
Villanova University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (BS)