Mitchell Hutchins Asset Management

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Mitchell Hutchins Asset Management Employees

Employee
Years
Job
Industry
Allison Little Allison Little Greater Minneapolis-St. Paul Area Details
Allison Little's Mitchell Hutchins Asset Management Experience 1994 - 2000
Job Client Servicing at White Pine Capital, LLC
Industry Financial Services
Experience
White Pine Capital, LLC   2000 - Present
Windom Coummunity Council (Volunteer)   2000 - 2005
Mitchell Hutchins Asset Management   1994 - 2000
Private Label Corp, Subsidiary of Prudential Home Mortgage   1992 - 1994
FBS Mortgage  1990 - 1992

Education
Rhode Island School of Design   1989 — 1990
Bachelor Interior Architecture, Interior Architecture

Rhode Island School of Design   1987 — 1989
BFA, Interior Design/Architecture

Villa Maria College   1985 — 1987
Associate of Arts and Sciences (AAS), Interior Design

Bob Dannhauser, CFA, FRM, CAIA Bob Dannhauser, CFA, FRM, CAIA New York, New York Details
Bob Dannhauser, CFA, FRM, CAIA's Mitchell Hutchins Asset Management Experience 1993 - 1996
Job Head, Global Capital Markets Policy at CFA Institute
Industry Investment Management
Experience
CFA Institute  September 2007 - Present
PQMResearch   February 2001 - September 2007
Principal Global Investors  January 2000 - June 2003
Bankers Trust Company  1996 - 1998
Mitchell Hutchins Asset Management   1993 - 1996
Calvert Group  1980 - 1983

Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income

Education
University of Medicine and Dentistry of New Jersey   2005 — 2009
MPH, Health Systems and Policy

Cornell University - Johnson Graduate School of Management   1983 — 1985
MBA, Finance, Ops research

The George Washington University   1979 — 1981
BA, Political Science

University of Vermont

University of Vermont

Richard Galligan Richard Galligan Greater Boston Area Details
Richard Galligan's Mitchell Hutchins Asset Management Experience 1980 - 1987
Job Managing Director – Global Product Management at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon  August 2010 - Present
State Street Bank  February 2004 - January 2009
AIG Global Investment Group  2001 - 2004
Citi Bank Global Asset Management   March 1999 - April 2001
Citibank, NA Global Private Bank   October 1997 - March 1999
AMERICAN EXPRESS BANK LTD  November 1992 - September 1997
SALOMON BORTHERS ASSET MANAGEMENT   May 1987 - November 1992
MITCHELL HUTCHINS ASSET MANAGEMENT   1980 - 1987

Skills
Investments, Fixed Income, Investment Management, Product Management, Equities, Financial Services, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Relationship Management, Asset Management, Securities, CRM, Derivatives, Analysis, Business Development, Bloomberg, Capital Markets, Asset Managment, Tableau - Development

Education
Suffolk County Community College   1976 — 1978

Pace University
BA

Suffolk County Community College
aas

Christopher Altschul CFA Christopher Altschul CFA Greater Los Angeles Area Details
Christopher Altschul CFA's Mitchell Hutchins Asset Management Experience 1994 - 2001
Job President at N/S Corporation
Industry Machinery
Experience
N/S Corporation  June 2012 - Present
Highlander Fund Management   June 2004 - April 2009
Exis Capital  March 2003 - June 2004
Mitchell Hutchins Asset Management   1994 - 2001
Chase Manhattan Private Bank  1989 - 1994

Skills
Capital Markets, Private Equity, Asset Management, Marketing, Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Trading, Fixed Income, Derivatives, Equity Research, Financial Analysis, Commodity, Microsoft Excel, Investment Management, Asset Allocation, Mutual Funds, Securities, Finance, Corporate Finance, Executive Management, Quantitative Analytics, Investment Advisory, Restructuring, Investment Strategies, Business Valuation, Risk Management, Financial Advisory, Trading Systems, Technical Analysis, Wealth Management

Education
NYU Stern School of Business   1991 — 1994
Master of Business Administration (MBA)

Lehigh University   1985 — 1989
Bachelor's degree

Steve Wasserman Steve Wasserman Greater New York City Area Details
Steve Wasserman's Mitchell Hutchins Asset Management Experience November 1999 - August 2000
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Rothschild Asset Management Inc.   August 2000 - February 2009
Mitchell Hutchins Asset Management   November 1999 - August 2000
IBJ Whitehall Asset Management   March 1999 - November 1999
Rothschild Asset Management  April 1995 - May 1998
The Copeland Companies  May 1989 - April 1995
Daiwa Capital Management   July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange   February 1984 - July 1986
Drexel Burnham Lambert  July 1981 - February 1984

Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...

Education
Pace University   1982 — 1985
MBA

SUNY at Albany   1977 — 1981
BS

Spring Valley Senior High School   1974 — 1977

Herve van Caloen Herve van Caloen Greater New York City Area Details
Herve van Caloen's Mitchell Hutchins Asset Management Experience August 1989 - December 1991
Job Portfolio Manager at Belpointe Asset Management
Industry Financial Services
Experience
Belpointe Asset Management LLC   October 2011 - Present
Simms Capital Management   1998 - 2002
Schroders Investment Management  1996 - 1997
Provident Capital Management   April 1993 - November 1996
Mitchell Hutchins Asset Management   August 1989 - December 1991
Scudder Stevens and Clark  1985 - 1989

Skills
Hedge Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Equity Research, Investment Strategies, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1983 — 1985
MBA, Finance

Deurle

Deurle

Doreen Johns Doreen Johns Greater New York City Area Details
Doreen Johns's Mitchell Hutchins Asset Management Experience 2000 - 2000
Job Equity Analyst
Industry Investment Management
Experience
Mutual of America Capital Management  October 2005 - January 2014
Citi  2000 - 2005
Mitchell Hutchins Asset Management   2000 - 2000
Chase Manhattan Bank  1993 - 1999
Deloitte & Touche Valuation Group   1990 - 1993

Skills
Asset Management, Investment Research, Portfolio Management, Equities, Healthcare Investing, Technology Investing, Financial Analysis, Mutual Funds, Small Cap Equities, Mid Cap Equities, Large Cap Equities, Business Valuation, Intellectual Property...

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance/International Business

Manhattan College
Bachelor of Engineering (B.Eng.), Mechanical Engineering, Cum Laude

Henry Murphy Henry Murphy Greater New York City Area Details
Henry Murphy's Mitchell Hutchins Asset Management Experience 1982 - 1987
Job CoFounder, Strand Theory
Industry Financial Services
Experience
Strand Theory   December 2010 - Present
Franklin Templeton Group  April 2006 - December 2010
Advent Software  April 2001 - December 2005
Franklin Templeton Group  1999 - 2001
Morgan Stanley  1997 - 1999
Advent Software  1992 - 1997
Maximum Data Corporation   1987 - 1992
Mitchell Hutchins Asset Management   1982 - 1987

Skills
Portfolio Management, Business Development, Start-ups, Asset Management, Business Analysis, Fixed Income, Hedge Funds, Alternative Investments, PMO, C++, Financial Services, Trading Systems, Equities, Investments, Electronic Trading, Derivatives, Bloomberg, Investment Management

Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Econmonics

William Gordon William Gordon Greater New York City Area Details
William Gordon's Mitchell Hutchins Asset Management Experience 1996 - 2000
Job CEO, Dix Hills Partners, LLC
Industry Investment Management
Experience
Dix Hills Partners,LLC   January 2003 - Present
Wealthplace   2001 - 2001
Mitchell Hutchins Asset Management   1996 - 2000
Mitchell Hutchins/PaineWebber Inc. NEW YORK   1996 - 2000
Merrill Lynch  1981 - 1995

Skills
Investments, Asset Management, Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Venture Capital, Equities, Corporate Finance, Derivatives, Trading, Valuation, Due Diligence, Capital Markets, Trading Systems, Series 63, Securities, Mutual Funds, Series 7, Investment Management, Options, Fund Of Funds, Investor Relations, Alternative Investments, Quantitative Finance, Asset Allocation, Investment Strategies, Emerging Markets, Equity Research, Bloomberg, Private Equity, Structured Products

Education
Harvard Business School   1979 — 1981
MBA

Rensselaer Polytechnic Institute   1973 — 1977
BS, Chemical Engineering

Paula Gilmore Paula Gilmore Greater Minneapolis-St. Paul Area Details
Paula Gilmore's Mitchell Hutchins Asset Management Experience 1984 - 2000
Job Partner, White Pine Capital
Industry Investment Management
Experience
White Pine Capital   2000 - Present
Mitchell Hutchins Asset Management   1984 - 2000

Education
University of Minnesota-Twin Cities   1977 — 1981

Edina East

Terrence Purcell, CAIA Terrence Purcell, CAIA Greater New York City Area Details
Terrence Purcell, CAIA's Mitchell Hutchins Asset Management Experience 1991 - 1998
Job Executive Vice President at Permal Group
Industry Financial Services
Experience
Permal Group  July 2015 - Present
Connecticut Retirement Plans & Trust Funds   February 2012 - July 2015
Purcell Capital Management LLC   1998 - 2012
Mitchell Hutchins Asset Management   1991 - 1998

Education
New York University - Leonard N. Stern School of Business   1991 — 1993
MBA, Finance

University of Pennsylvania - The Wharton School   1986 — 1990

Tom Coakley Tom Coakley Greater New York City Area Details
Tom Coakley's Mitchell Hutchins Asset Management Experience 1998 - 2002
Job Sr. Manager, Sponsorship Sales
Industry Financial Services
Experience
TD Ameritrade  September 2005 - Present
TD Waterhouse  November 2004 - September 2005
Fidelity / National Financial   November 2002 - November 2004
UBS / Correspondent Services Corporation   November 2002 - July 2003
UBS Global Asset Management  May 1998 - November 2002
Mitchell Hutchins Asset Management   1998 - 2002
PaineWebber Inc.,   May 1995 - May 1998
Kidder Peabody and Co., Inc   June 1986 - May 1995
Kidder Peabody  1986 - 1990
Kidder Peabody  1986 - 1990

Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Asset Managment, Fixed Income, Alternative Investments, Sponsorship, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Series 24, Marketing Strategy, Securities, Equities, Sales Management, Asset Management, Investment Strategies, ETFs, Investment Advisory, FINRA, Strategic Partnerships, Risk Management, Financial Services, Relationship Management, Retirement Planning, Investment Management, Trading, 401k, Bonds, Financial Advisory, Options

Education
Lynchburg College   1982 — 1986
BS, Managerial Economics

John Strack John Strack Greater New York City Area Details
John Strack's Mitchell Hutchins Asset Management Experience June 1987 - July 1995
Job Financial Services Professional
Industry Financial Services
Experience
Macquarie Group  February 2010 - October 2014
Systematic Financial Mgmt   January 2007 - February 2010
GFI Group  July 2005 - June 2006
Alliance Bernstein  March 1997 - July 2005
Abel/Noser Corp  July 1995 - March 1997
Mitchell Hutchins Asset Management   June 1987 - July 1995

Skills
Financial Analysis, Investments, Equities, Sales, Sales Process, Relationship Management, Portfolio Management

Education
Pace University
Master of Business Administration (M.B.A.), Investments and Portfolio Management

St. John's University
Bachelor's Degree, Finance

Frank P. L. Minard Frank P. L. Minard Greater New York City Area Details
Frank P. L. Minard's Mitchell Hutchins Asset Management Experience February 1993 - May 1996
Job Managing Partner at XT Capital Partners
Industry Marketing and Advertising
Experience
XT Capital Partners   May 2004 - Present
InvestorForce  May 1999 - 2004
Morgan Stanley Asset Management  1998 - 1999
Bankers Trust  1996 - 1998
Mitchell Hutchins Asset Management   February 1993 - May 1996
Oppenheimer Capital  February 1983 - February 1993

Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24

Education
Rutgers Graduate Business School   1972 — 1975
MBA, Finance, With Honors

University of North Carolina at Chapel Hill   1964 — 1968
BA, English

The Taft School   1960 — 1963
High School

The Taft School

Breda Beckerle Breda Beckerle Greater New York City Area Details
Breda Beckerle's Mitchell Hutchins Asset Management Experience 1982 - 2002
Job Chief Compliance Officer at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Group  August 2004 - Present
Franklin Templeton Investments  2004 - Present
Mitchell Hutchins Asset Management Division of PaineWebber/UBS   1982 - 2002
UBS Global Asset Management  1982 - 2002
Mitchell Hutchins   1982 - 2002
Mitchell Hutchins Asset Management   1982 - 2002
PaineWebber  1982 - 2000

Education
University College Dublin   1977 — 1979
English, French

Chris Prestia Chris Prestia Syracuse, New York Area Details
Chris Prestia's Mitchell Hutchins Asset Management Experience April 1989 - July 1994
Job Manager at SunGard
Industry Financial Services
Experience
SunGard  August 2013 - Present
The Bank of New York Mellon  July 1994 - October 2011
Mitchell Hutchins Asset Management   April 1989 - July 1994
The Bank of New York  January 1988 - April 1989
Dreyfus  February 1986 - January 1988

Skills
Project Management, Information Technology, Risk Management, Business Analysis

Education
Binghamton University - School of Management   1981 — 1985
BS, Accounting

Gary Abrams Gary Abrams Greater Philadelphia Area Details
Gary Abrams's Mitchell Hutchins Asset Management Experience March 1993 - March 1997
Job Vice President; Equity Trading at Delaware Investments
Industry Financial Services
Experience
Delaware Investments  March 1997 - Present
Mitchell Hutchins Asset Management   March 1993 - March 1997

Skills
Portfolio Management, Series 63, Equities, Asset Management, Series 7, Investments, ETFs, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Securities, Equity Trading, Trading, Hedge Funds

Education
North Carolina State University   1987 — 1992
Business Management, Finance

New Providence HS

Bridget Holmes Bridget Holmes Greater New York City Area Details
Bridget Holmes's Mitchell Hutchins Asset Management Experience January 1985 - January 1990
Job Nonprofit
Industry Nonprofit Organization Management
Experience
Connecticut Consortium of Education Foundations   February 2011 - Present
PaineWebber Asset Management   January 1990 - June 1993
Mitchell Hutchins Asset Management   January 1985 - January 1990

Skills
Strategic Planning, Microsoft Word, Microsoft Office, Small Business, PowerPoint, Leadership, Investment Banking, Outlook, Public Speaking

Education
Columbia Business School   1987 — 1989
Master of Business Administration (MBA), Finance, General

Sweet Briar College
Bachelor of Arts (B.A.), Economics/Math

Helen O'Donnell Helen O'Donnell Greater New York City Area Details
Helen O'Donnell's Mitchell Hutchins Asset Management Experience 1998 - 2000
Job Independent Financial Professional
Industry Investment Management
Experience
American Century Investment Management   2000 - August 2014
Mitchell Hutchins Asset Management   1998 - 2000
PaineWebber  1992 - 1998

Skills
Investments, Equities, Mutual Funds, Investment Management, Equity Research, Healthcare, Global Health, Asset Management, Financial Analysis, Financial writing, Marketing

Education
Fordham University
Bachelor of Arts, Communications, Cum Laude

Nicole Morales-Trelles Nicole Morales-Trelles Greater New York City Area Details
Nicole Morales-Trelles's Mitchell Hutchins Asset Management Experience March 2001 - January 2002
Job Business Development at BlackRock
Industry Financial Services
Experience
BlackRock  September 2013 - Present
Citi Global Consumer Banking, Office of the Chief of Staff to the Co-President of Citi   September 2012 - September 2013
Citi Global Retail Banking Operations, Citigroup   September 2011 - September 2012
Citi Retail Banking Operations, Citibank   February 2011 - September 2011
Citi Transformation Managment Office, Citigroup   October 2010 - February 2011
Citi Realty Services   June 2009 - October 2010
Citigroup Realty Services   June 2005 - June 2009
UBS Global Asset Management  March 2003 - December 2004
Brinson Advisors Inc. (Formerly Mitchell Hutchins Asset Management)   January 2002 - March 2003
Mitchell Hutchins Asset Management   March 2001 - January 2002

Skills
Portfolio Management, PeopleSoft, Microsoft Excel, Access, Business Analysis, Management, Risk Management, SharePoint, Team Building, Program Management, Procurement, Financial Risk, PowerPoint, Financial Modeling, Financial Analysis, Databases, Business Development, Administrative..., Strategic Planning, Vendor Management

Education
LaGuardia Community College
Associates, Business Administration

Jason Rein Jason Rein Greater New York City Area Details
Jason Rein's Mitchell Hutchins Asset Management Experience November 1996 - May 1998
Job Managing Director, Head of North America Private Bank Compliance
Industry Investment Management
Experience
Citi  November 2012 - Present
Deutsche Asset Management  November 2005 - November 2012
Goldman Sachs Asset Management  November 2000 - November 2005
HSBC Asset Management  May 1998 - September 2000
Mitchell Hutchins Asset Management   November 1996 - May 1998

Education
Touro College Jacob D. Fuchsberg Law Center

Brian Shlissel Brian Shlissel Greater New York City Area Details
Brian Shlissel's Mitchell Hutchins Asset Management Experience 1993 - 1999
Job Managing Director/Chief Administrative Officer J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management   March 2014 - Present
Allianz Global Investors Fund Management   1999 - March 2014
Mitchell Hutchins Asset Management   1993 - 1999

Skills
Asset Management, Mutual Funds, Derivatives, Private Equity, Mergers & Acquisitions, Alternative Investments, Equities, Venture Capital, Risk Management, Valuation, Hedge Funds, Fixed Income, Financial Services, Asset Allocation, Securities, Investments

Education
Fordham University - Graduate School of Business   1989 — 1992
MBA, Accounting

The George Washington University   1982 — 1986
BBA, Finance

Colleen McDermott Colleen McDermott New York, New York Details
Colleen McDermott's Mitchell Hutchins Asset Management Experience 1996 - March 1999
Job Fixed Income Product Specialist at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  May 2011 - Present
Healy Circle Capital LLC   September 2003 - May 2011
Merrill Lynch Investment Managers  June 1999 - May 2002
Mitchell Hutchins Asset Management   1996 - March 1999
Merrill Lynch  June 1990 - 1996

Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities

Education
Le Moyne College   1978 — 1982
BS, Business

Julia (Kemble) Modzelewski Julia (Kemble) Modzelewski Pennington, New Jersey Details
Julia (Kemble) Modzelewski's Mitchell Hutchins Asset Management Experience October 1994 - April 1996
Job Financial Analyst
Industry Financial Services
Experience
Tyco  May 2015 - Present
Notre Dame High School  February 2014 - June 2014
Montgomery High School  September 2011 - June 2012
PaineWebber  April 1996 - February 1999
Mitchell Hutchins Asset Management   October 1994 - April 1996
PaineWebber  October 1993 - October 1994

Skills
Financial Analysis, Financial Modeling, Quantitative Analysis, Risk Management, Portfolio Management, Investments, Asset Management, Financial Services, Research, Performance Reporting, Presentation Skills, Written Communication, Project Planning, Interpersonal Skills, Teaching, Supervisory Skills

Education
Columbia University in the City of New York   1992 — 1995
Master's Degree, Political Science and Government

Wellesley College   1988 — 1992
Bachelor's Degree, Political Science and Government