Morgan Joseph
Industry: Capital market company
DescriptionHeadquarters: United States of America Founded: 1982 Parent organization: Morgan Joseph TriArtisan Group Inc. Subsidiaries: CapitalKey Advisors, Inc., Morgan Joseph & Co. Inc. (Fund Placement Group)FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMorgan JosephWebsiteDirections Saved (0) Saved Save Banking and finance in New York City, New York Address: 600 5th Ave, New York, NY 10020 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 218-3700: : : Website: : Category: : Place name: : Website: http://www.morganjoseph.com/ Category: Banking and Finance 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. 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 Morgan Joseph Posting publicly on the Web Write a review Reviews Be the first to review
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Morgan Joseph Employees
Employee
Years
Job
Industry
Kelly Cornelius, CSM Kelly Cornelius, CSM's Morgan Joseph Experience 2008 - 2009
Job Sales and Marketing Project Manager at HealthTrust Purchasing Group
Industry Hospital & Health Care
Experience
HCA February 2013 - Present
HealthTrust Purchasing Group February 2013 - Present
HCA September 2010 - March 2012
Community Health Systems, Inc. 2012 - 2012
Morgan Joseph TriArtisan LLC 2008 - 2009
Morgan Joseph 2008 - 2009
Skills
Healthcare Information..., Healthcare, Meditech, SharePoint, Microsoft Office, MS Project, Lean Manufacturing, Real Estate, Process Improvement, Visio, Software Documentation, Project Management, Business Analysis, Analysis, HIPAA, Integration, Vendor Management, Team Building
Education
Middle Tennessee State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
HCA February 2013 - Present
HealthTrust Purchasing Group February 2013 - Present
HCA September 2010 - March 2012
Community Health Systems, Inc. 2012 - 2012
Morgan Joseph TriArtisan LLC 2008 - 2009
Morgan Joseph 2008 - 2009
Skills
Healthcare Information..., Healthcare, Meditech, SharePoint, Microsoft Office, MS Project, Lean Manufacturing, Real Estate, Process Improvement, Visio, Software Documentation, Project Management, Business Analysis, Analysis, HIPAA, Integration, Vendor Management, Team Building
Education
Middle Tennessee State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Sophia Molinas Sophia Molinas's Morgan Joseph Experience June 2009 - August 2009
Job HSBC Global Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
Scott Gideon Scott Gideon's Morgan Joseph Experience September 2007 - November 2009
Job Vice President: Trading, Beech Hill Securities
Industry Financial Services
Experience
Beech Hill Securities January 2009 - Present
Morgan Joseph September 2007 - November 2009
Vastardis Capital Services June 2006 - September 2007
Skills
Fixed Income, Trading, Series 7, Securities, Finance, Bloomberg, Hedge Funds, Equities, Investments, Derivatives, Financial Modeling, Capital Markets, Investment Banking, Equity Trading
Education
Monmouth University 2002 — 2006
B.S., Finance & Information Technology
Beech Hill Securities January 2009 - Present
Morgan Joseph September 2007 - November 2009
Vastardis Capital Services June 2006 - September 2007
Skills
Fixed Income, Trading, Series 7, Securities, Finance, Bloomberg, Hedge Funds, Equities, Investments, Derivatives, Financial Modeling, Capital Markets, Investment Banking, Equity Trading
Education
Monmouth University 2002 — 2006
B.S., Finance & Information Technology
Matthew Semensohn Matthew Semensohn's Morgan Joseph Experience May 2009 - August 2009
Job Director at Pelican Advisory LLC
Industry Hospital & Health Care
Experience
Clearlyderm October 2014 - Present
Pelican Advisory, LLC December 2013 - Present
Metropolitan Health Networks, Inc. (NYSE: MDF) January 2012 - December 2013
Epic May 2011 - February 2012
Narayana Hrudayalaya Hospital February 2010 - April 2010
Morgan Joseph May 2009 - August 2009
MRI Scan & Imaging Center August 2007 - December 2008
MRI Scan & Imaging Center January 2004 - August 2007
Skills
Healthcare, Healthcare Information..., Strategic Planning, Healthcare Management, Hospitals, EHR, Project Management, Team Building, Business Strategy, EMR, Business Development, Microsoft Excel, New Business Development, Analysis, Competitive Analysis
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Marketing
Indian School of Business 2009 — 2009
MBA, Finance
Florida Atlantic University 2000 — 2003
BS, Economics
Clearlyderm October 2014 - Present
Pelican Advisory, LLC December 2013 - Present
Metropolitan Health Networks, Inc. (NYSE: MDF) January 2012 - December 2013
Epic May 2011 - February 2012
Narayana Hrudayalaya Hospital February 2010 - April 2010
Morgan Joseph May 2009 - August 2009
MRI Scan & Imaging Center August 2007 - December 2008
MRI Scan & Imaging Center January 2004 - August 2007
Skills
Healthcare, Healthcare Information..., Strategic Planning, Healthcare Management, Hospitals, EHR, Project Management, Team Building, Business Strategy, EMR, Business Development, Microsoft Excel, New Business Development, Analysis, Competitive Analysis
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Marketing
Indian School of Business 2009 — 2009
MBA, Finance
Florida Atlantic University 2000 — 2003
BS, Economics
John Lombardo John Lombardo's Morgan Joseph Experience 2005 - 2008
Job Experienced Equity Trader
Industry Financial Services
Experience
The London Company September 2012 - March 2014
Mizuho Securities April 2010 - February 2012
Forefront Advisory 2009 - 2010
The Benchmark Company 2008 - 2009
Morgan Joseph 2005 - 2008
Independent Research Group 2003 - 2005
Investec 2001 - 2002
Skills
Equities, Trading, Securities, Series 7, Series 63, Series 24, Series 4, Series 9, Series 10, Series 55, Series 53, Bloomberg, Trading Systems, Equity Trading, Equity Research, Electronic Trading, Hedge Funds, FINRA, Prime Brokerage, Middle Office, Derivatives, Fixed Income, Options
Education
Rider University 1994 — 1996
The London Company September 2012 - March 2014
Mizuho Securities April 2010 - February 2012
Forefront Advisory 2009 - 2010
The Benchmark Company 2008 - 2009
Morgan Joseph 2005 - 2008
Independent Research Group 2003 - 2005
Investec 2001 - 2002
Skills
Equities, Trading, Securities, Series 7, Series 63, Series 24, Series 4, Series 9, Series 10, Series 55, Series 53, Bloomberg, Trading Systems, Equity Trading, Equity Research, Electronic Trading, Hedge Funds, FINRA, Prime Brokerage, Middle Office, Derivatives, Fixed Income, Options
Education
Rider University 1994 — 1996
Andrew Silver Andrew Silver's Morgan Joseph Experience October 2001 - March 2007
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Andrew Monroy Andrew Monroy's Morgan Joseph Experience September 2006 - May 2008
Job CoFounder, Penn3D
Industry Translation and Localization
Experience
Trans-Lang January 2015 - Present
Penn3D October 2014 - Present
Provectus Language Solutions June 2011 - Present
Advantage Translating January 2011 - March 2012
Krensavage Partners September 2009 - December 2010
Capstone Investment Advisors February 2009 - May 2009
Morgan Joseph September 2006 - May 2008
Raymond James & Associates 2000 - 2006
Bear Stearns 1996 - 1998
Skills
Series 7, Alternative Investments, Equities, Investment Banking, Investments, New Business Development, Marketing Strategy, Translation, Localization, International Project..., CRM, Business Development, Entrepreneurship, Corporate Finance, Equity Research
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Trans-Lang January 2015 - Present
Penn3D October 2014 - Present
Provectus Language Solutions June 2011 - Present
Advantage Translating January 2011 - March 2012
Krensavage Partners September 2009 - December 2010
Capstone Investment Advisors February 2009 - May 2009
Morgan Joseph September 2006 - May 2008
Raymond James & Associates 2000 - 2006
Bear Stearns 1996 - 1998
Skills
Series 7, Alternative Investments, Equities, Investment Banking, Investments, New Business Development, Marketing Strategy, Translation, Localization, International Project..., CRM, Business Development, Entrepreneurship, Corporate Finance, Equity Research
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Ed Witham, CFA Ed Witham, CFA's Morgan Joseph Experience August 2009 - April 2010
Job Managing Director at Five Bridges Advisors, LLC
Industry Capital Markets
Experience
Five Bridges Advisors, LLC August 2012 - Present
AGR Consulting, LLC April 2010 - August 2012
Morgan Joseph August 2009 - April 2010
Apeirogon Capital LLC June 2008 - August 2009
ACA Capital July 2006 - June 2008
LibertyView Capital Management 2004 - 2006
AllianceBernstein 1999 - 2003
The Boston Company July 1989 - June 1999
Skills
ABS, Credit Derivatives, Interest Rate..., Fixed Income, Structured Products, Derivatives, CDO, MBS, Capital Markets, Hedge Funds, Portfolio Management, Trading, Alternative Investments, Bloomberg, Swaps, CDS, Hedging, Asset Management, CMBS, Fixed Income Trading, Valuation, Financial Structuring, Securities, Risk Management
Education
Dartmouth College 1985 — 1989
B.A., Psychology
Camden-Rockport High School 1981 — 1985
Diploma
Five Bridges Advisors, LLC August 2012 - Present
AGR Consulting, LLC April 2010 - August 2012
Morgan Joseph August 2009 - April 2010
Apeirogon Capital LLC June 2008 - August 2009
ACA Capital July 2006 - June 2008
LibertyView Capital Management 2004 - 2006
AllianceBernstein 1999 - 2003
The Boston Company July 1989 - June 1999
Skills
ABS, Credit Derivatives, Interest Rate..., Fixed Income, Structured Products, Derivatives, CDO, MBS, Capital Markets, Hedge Funds, Portfolio Management, Trading, Alternative Investments, Bloomberg, Swaps, CDS, Hedging, Asset Management, CMBS, Fixed Income Trading, Valuation, Financial Structuring, Securities, Risk Management
Education
Dartmouth College 1985 — 1989
B.A., Psychology
Camden-Rockport High School 1981 — 1985
Diploma
Scott Ames's Morgan Joseph Experience January 2008 - December 2008
Job Senior Associate at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Blue Sea Capital LLC June 2015 - Present
Curbside Care January 2014 - May 2015
Trivest Partners August 2011 - May 2013
Raymond James Financial July 2009 - June 2011
A+ Tutors January 2003 - May 2009
Morgan Joseph January 2008 - December 2008
Goldman Sachs May 2008 - August 2008
Skills
Strategy, Mergers & Acquisitions, Private Equity, Entrepreneurship, Investment Banking, Investments, Portfolio Management, Finance, Leadership, Hedge Funds, Alternative Investments, Analysis, Management, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 2005 — 2009
Bachelor of Science Honors, Finance and Biology
Josephine Shea Josephine Shea's Morgan Joseph Experience 2001 - 2005
Job Senior Portfolio Manager EM sovereign & corporate debt at Standish Mellon Asset Management Company LLC
Industry Investment Management
Experience
Standish Mellon Asset Management Company LLC August 2015 - Present
Standish Mellon Asset Management Company LLC August 2015 - Present
Hartford Investment Management January 2012 - August 2015
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets 2005 - 2007
Morgan Joseph 2001 - 2005
Gulf International Bank (formerly SIB) 1995 - 2000
Skills
Emerging Markets, Fixed Income, Portfolio Management, High Yield, Investment Grade, Research, Investments, Sovereign EM Debt, Equities, Hedge Funds, Bonds, Credit, Mutual Funds, Asset Management, Trading, Bloomberg, Investment Management, Asset Allocation, Strategy, Alternative Investments
Education
University of Oxford 1993 — 1995
MLitt, Political Economy Developing Countries
University of Amsterdam 1987 — 1993
MSc, Economics
Standish Mellon Asset Management Company LLC August 2015 - Present
Standish Mellon Asset Management Company LLC August 2015 - Present
Hartford Investment Management January 2012 - August 2015
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets 2005 - 2007
Morgan Joseph 2001 - 2005
Gulf International Bank (formerly SIB) 1995 - 2000
Skills
Emerging Markets, Fixed Income, Portfolio Management, High Yield, Investment Grade, Research, Investments, Sovereign EM Debt, Equities, Hedge Funds, Bonds, Credit, Mutual Funds, Asset Management, Trading, Bloomberg, Investment Management, Asset Allocation, Strategy, Alternative Investments
Education
University of Oxford 1993 — 1995
MLitt, Political Economy Developing Countries
University of Amsterdam 1987 — 1993
MSc, Economics
Scott George Scott George's Morgan Joseph Experience 2005 - 2008
Job Senior Vice President, Corporate Development at Hillenbrand Inc.
Industry Machinery
Experience
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Hillenbrand Inc. January 2012 - Present
P&M Corporate Finance, LLC March 2008 - January 2012
Morgan Joseph 2005 - 2008
Ernst & Young Corporate Finance 2000 - 2005
Bankers Trust Co. 1991 - 1995
Morgan Stanley 1988 - 1991
Salomon Brothers 1979 - 1988
Skills
Due Diligence, Corporate Development, Corporate Finance, Private Equity, Mergers, Management Consulting, M&A experience, Financial Modeling, Business Valuation, Mergers & Acquisitions, Valuation, LBO, Venture Capital, Management, Acquisitions, Entrepreneurship, Capital Markets, Start-ups, Financial Analysis, Divestitures, Acquisition Integration, Investment Banking, Restructuring, IPO, Strategy, Leveraged Finance, Investor Relations
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
Northwestern University 1972 — 1976
BA
Susan Randazzo's Morgan Joseph Experience July 2005 - April 2008
Job Executive Assistant to Partner and Head of M&A
Industry Management Consulting
Experience
Union Square Advisors August 2015 - Present
Star Management Services LLC April 2010 - August 2015
Quadrangle Group June 2008 - February 2010
Morgan Joseph July 2005 - April 2008
IRG Research March 2003 - July 2005
Skills
Microsoft Office, Excel, Word, Outlook, PowerPoint, Windows, Research, Event Planning, Due Diligence, Trading, Microsoft Excel, Compliance, Sales Operations, Equities, Risk Management, Negotiation, Microsoft Word, Project Management, Social Media, Marketing, Management
Education
SUNY New Paltz
BS, International Business, Communications
Union Square Advisors August 2015 - Present
Star Management Services LLC April 2010 - August 2015
Quadrangle Group June 2008 - February 2010
Morgan Joseph July 2005 - April 2008
IRG Research March 2003 - July 2005
Skills
Microsoft Office, Excel, Word, Outlook, PowerPoint, Windows, Research, Event Planning, Due Diligence, Trading, Microsoft Excel, Compliance, Sales Operations, Equities, Risk Management, Negotiation, Microsoft Word, Project Management, Social Media, Marketing, Management
Education
SUNY New Paltz
BS, International Business, Communications
Akshay Bhatia's Morgan Joseph Experience June 2009 - August 2009
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Julian Olidort's Morgan Joseph Experience June 2009 - August 2009
Job Executive Secretary, Genesis Prize Foundation
Industry Philanthropy
Experience
Genesis Prize Foundation July 2012 - Present
Fulbright Fellowship, Sweden May 2011 - June 2012
Barclays Capital June 2010 - August 2010
Brandeis University Department of Community Living January 2009 - May 2010
Student Philanthropic Front (Phront) October 2008 - May 2010
A Dozen Trees January 2009 - November 2009
Morgan Joseph June 2009 - August 2009
Agile Equity June 2008 - August 2008
Skills
Capital IQ, Factset, Microsoft Office, Investment Banking
Education
Brandeis University 2008 — 2011
BA cum laude with high honors, Economics, English Lit, European Cultural Studies, Business
Ramaz High School 2003 — 2007
High School Diploma
Genesis Prize Foundation July 2012 - Present
Fulbright Fellowship, Sweden May 2011 - June 2012
Barclays Capital June 2010 - August 2010
Brandeis University Department of Community Living January 2009 - May 2010
Student Philanthropic Front (Phront) October 2008 - May 2010
A Dozen Trees January 2009 - November 2009
Morgan Joseph June 2009 - August 2009
Agile Equity June 2008 - August 2008
Skills
Capital IQ, Factset, Microsoft Office, Investment Banking
Education
Brandeis University 2008 — 2011
BA cum laude with high honors, Economics, English Lit, European Cultural Studies, Business
Ramaz High School 2003 — 2007
High School Diploma
Alex Fisch Alex Fisch's Morgan Joseph Experience August 2008 - June 2013
Job SVP Capital Markets at Southern Land Company
Industry Real Estate
Experience
Southern Land Company April 2015 - Present
Guggenheim Securities June 2013 - April 2015
Morgan Joseph August 2008 - June 2013
Alvarez & Marsal Corporate Finance September 2007 - August 2008
Southern Land Company August 2005 - August 2007
Houlihan Lokey Howard & Zukin July 1999 - July 2005
GWB (USA) Inc. May 1998 - July 1999
KPMG October 1995 - May 1998
Skills
Financial Restructuring, M&A, Debt Financing, Financial Advisory, Valuation, Investment Banking
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Southern Land Company April 2015 - Present
Guggenheim Securities June 2013 - April 2015
Morgan Joseph August 2008 - June 2013
Alvarez & Marsal Corporate Finance September 2007 - August 2008
Southern Land Company August 2005 - August 2007
Houlihan Lokey Howard & Zukin July 1999 - July 2005
GWB (USA) Inc. May 1998 - July 1999
KPMG October 1995 - May 1998
Skills
Financial Restructuring, M&A, Debt Financing, Financial Advisory, Valuation, Investment Banking
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics
Marc Cabrera's Morgan Joseph Experience October 2004 - June 2013
Job Group Head at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Seth Lemler Seth Lemler's Morgan Joseph Experience August 2001 - 2007
Job at Lemler Capital Advisors
Industry Financial Services
Experience
Lemler Capital Advisors, LLC September 2010 - Present
Akela Pharma, Inc. July 2012 - March 2013
Versa Capital Management January 2008 - August 2010
Morgan Joseph August 2001 - 2007
Skills
Restructuring, Due Diligence, Private Equity, Valuation, Mergers, Financial Modeling, Loans, Finance, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Strategy, Corporate Governance, Financial Structuring, Capital Markets, Business Valuation, Divestitures, M&A experience, Acquisitions, Debt Restructuring, Structured Finance, Leveraged Finance, Alternative Investments, Hedge Funds, Capital, Turn Around Management, Equities, Investor Relations, Investments
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Massachusetts Institute of Technology 1976 — 1980
BS, Chemical Engineering
Lemler Capital Advisors, LLC September 2010 - Present
Akela Pharma, Inc. July 2012 - March 2013
Versa Capital Management January 2008 - August 2010
Morgan Joseph August 2001 - 2007
Skills
Restructuring, Due Diligence, Private Equity, Valuation, Mergers, Financial Modeling, Loans, Finance, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Strategy, Corporate Governance, Financial Structuring, Capital Markets, Business Valuation, Divestitures, M&A experience, Acquisitions, Debt Restructuring, Structured Finance, Leveraged Finance, Alternative Investments, Hedge Funds, Capital, Turn Around Management, Equities, Investor Relations, Investments
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA
Massachusetts Institute of Technology 1976 — 1980
BS, Chemical Engineering
David Vegh's Morgan Joseph Experience March 2009 - April 2010
Job Regulatory Officer at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Stifel Nicolaus June 2011 - Present
Raymond James January 2010 - December 2011
Morgan Joseph March 2009 - April 2010
BB&T March 2007 - March 2008
Legg Mason 2000 - 2007
Legg Mason Capital Markets 2000 - 2005
Fitch Ratings Ltd 1998 - 2000
Northern Trust 1996 - 1998
Skills
MBS, Bonds, CMBS, Credit Analysis, ABS, Structured Products, Fixed Income, Valuation
Education
Loyola University Chicago 1994 — 1996
MBA, Finance
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Finance
Hebrew Theological College 1991 — 1994
BA, Judaic Studies
Donny Lau's Morgan Joseph Experience 2004 - 2010
Job Director, Corporate Strategy at Yum! Brands
Industry Restaurants
Experience
Yum! Brands 2014 - Present
Yum! Brands 2013 - 2014
Yum! Brands (KFC) 2012 - 2013
Yum! Brands 2011 - 2012
Morgan Keegan 2010 - 2011
Morgan Joseph 2004 - 2010
Hilliard Lyons 2001 - 2002
Hilliard Lyons 2000 - 2001
Education
Vanderbilt University 2002 — 2004
M.B.A.
University of Kentucky 1996 — 1999
B.B.A.
Yum! Brands 2014 - Present
Yum! Brands 2013 - 2014
Yum! Brands (KFC) 2012 - 2013
Yum! Brands 2011 - 2012
Morgan Keegan 2010 - 2011
Morgan Joseph 2004 - 2010
Hilliard Lyons 2001 - 2002
Hilliard Lyons 2000 - 2001
Education
Vanderbilt University 2002 — 2004
M.B.A.
University of Kentucky 1996 — 1999
B.B.A.
King, Carey's Morgan Joseph Experience July 2006 - October 2008
Job Real Estate Development
Industry Real Estate
Experience
HRI Properties May 2009 - Present
Morgan Joseph July 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business
HRI Properties May 2009 - Present
Morgan Joseph July 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business
James Prussing's Morgan Joseph Experience July 2007 - August 2009
Job Captain at United States Marine Corps | M.A. Candidate, Walsh School of Foreign Service, Georgetown University
Industry Military
Experience
The White House June 2014 - Present
United States Marine Corps August 2013 - Present
United States Marine Corps December 2011 - August 2013
United States Marine Corps August 2009 - December 2011
Morgan Joseph July 2007 - August 2009
Education
Georgetown University
Master of Arts (MA), International Security Policy
University of Maryland College Park 2003 — 2007
B.S., Finance, International Business, French
The White House June 2014 - Present
United States Marine Corps August 2013 - Present
United States Marine Corps December 2011 - August 2013
United States Marine Corps August 2009 - December 2011
Morgan Joseph July 2007 - August 2009
Education
Georgetown University
Master of Arts (MA), International Security Policy
University of Maryland College Park 2003 — 2007
B.S., Finance, International Business, French
Evaldo Albuquerque's Morgan Joseph Experience February 2008 - May 2008
Job Research Analyst/Contributing Editor at Sovereign Society
Industry Investment Banking
Experience
Sovereign Society June 2009 - Present
Itau Private Bank International October 2008 - May 2009
BroadSpan Capital May 2008 - August 2008
Morgan Joseph February 2008 - May 2008
Education
University of Miami - School of Business 2007 — 2009
MBA, Finance
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science, Finance
Sovereign Society June 2009 - Present
Itau Private Bank International October 2008 - May 2009
BroadSpan Capital May 2008 - August 2008
Morgan Joseph February 2008 - May 2008
Education
University of Miami - School of Business 2007 — 2009
MBA, Finance
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science, Finance
Matthew Lynam, CFA's Morgan Joseph Experience June 2009 - August 2009
Job Vice President at AIG Asset Management
Industry Financial Services
Experience
AIG Asset Management 2015 - Present
Standard & Poor's 2014 - 2015
Standard & Poor's 2012 - 2014
Standard & Poor's 2010 - 2012
Morgan Joseph June 2009 - August 2009
ACE Group February 2006 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Investments, Portfolio Management, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Science, Finance
AIG Asset Management 2015 - Present
Standard & Poor's 2014 - 2015
Standard & Poor's 2012 - 2014
Standard & Poor's 2010 - 2012
Morgan Joseph June 2009 - August 2009
ACE Group February 2006 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Investments, Portfolio Management, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Science, Finance
Lisa Flavin Nieliwocki's Morgan Joseph Experience September 2007 - November 2008
Job Compliance Information Controls Group at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Joseph TriArtisan LLC May 2009 - November 2011
Morgan Joseph September 2007 - November 2008
Office of the New York State Attorney General 2003 - 2007
Ladas & Parry LLP 2000 - 2002
Holland & Knight LLP 1996 - 2000
Education
Georgetown University
Georgetown University Law Center
Walt Whitman High School
Morgan Stanley January 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Joseph TriArtisan LLC May 2009 - November 2011
Morgan Joseph September 2007 - November 2008
Office of the New York State Attorney General 2003 - 2007
Ladas & Parry LLP 2000 - 2002
Holland & Knight LLP 1996 - 2000
Education
Georgetown University
Georgetown University Law Center
Walt Whitman High School
Devlin Lander's Morgan Joseph Experience 2001 - 2005
Job Managing Director at ICR
Industry Public Relations and Communications
Experience
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
James Leahy's Morgan Joseph Experience July 2005 - November 2009
Job Vice President at JCIR
Industry Public Relations and Communications
Experience
JCIR March 2009 - Present
Morgan Joseph July 2005 - November 2009
IRG Research May 2003 - June 2005
Skills
Investor Relations, Corporate Communications, Equities, Equity Research, Financial Modeling, Investment Banking, Capital Markets, Valuation, Hedge Funds, Corporate Development, Competitive Analysis, Series 7, Equity Valuation, Bloomberg
Education
Bucknell University 1999 — 2003
BA, English, Political Science
JCIR March 2009 - Present
Morgan Joseph July 2005 - November 2009
IRG Research May 2003 - June 2005
Skills
Investor Relations, Corporate Communications, Equities, Equity Research, Financial Modeling, Investment Banking, Capital Markets, Valuation, Hedge Funds, Corporate Development, Competitive Analysis, Series 7, Equity Valuation, Bloomberg
Education
Bucknell University 1999 — 2003
BA, English, Political Science
Jeff Canada's Morgan Joseph Experience 2008 - 2008
Job Revenue Marketing and Marketo Expert at The Pedowitz Group
Industry Marketing and Advertising
Experience
The Pedowitz Group May 2014 - Present
MediaMath 2013 - 2014
Stylesight 2012 - 2013
ICIS 2011 - 2012
Medidata Solutions 2008 - 2011
Morgan Joseph 2008 - 2008
UBS Investment Bank 2006 - 2007
The Shand Group 2006 - 2006
FunSongs 2004 - 2005
Skills
Email Marketing, B2B, International Marketing, Event Marketing, Marketing Operations, Online Advertising, Advertising, Event Planning, Product Management, B2B Marketing, Integrated Marketing, International Business, Digital Marketing, SEM, Marketing Automation, Lead Generation, Marketo, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Global Marketing, Online Marketing, Lead Management, Content Marketing, Marketing, Multi-channel Marketing, CRM, Salesforce.com, Eloqua, PPC, SEO, Google Analytics, Google Adwords, Marketing Analytics, Market Research, Management, Social Innovation, Product Marketing, Analytics, Sales Enablement, Lead Scoring, Web Analytics, Direct Marketing, Webinars, Marketing Management, Customer Acquisition, Competitive Analysis, Campaign Management, Strategic Partnerships
Education
University of California, Santa Barbara 2002 — 2006
B.A., International/Global Studies, Italian Cultural Studies
The Pedowitz Group May 2014 - Present
MediaMath 2013 - 2014
Stylesight 2012 - 2013
ICIS 2011 - 2012
Medidata Solutions 2008 - 2011
Morgan Joseph 2008 - 2008
UBS Investment Bank 2006 - 2007
The Shand Group 2006 - 2006
FunSongs 2004 - 2005
Skills
Email Marketing, B2B, International Marketing, Event Marketing, Marketing Operations, Online Advertising, Advertising, Event Planning, Product Management, B2B Marketing, Integrated Marketing, International Business, Digital Marketing, SEM, Marketing Automation, Lead Generation, Marketo, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Global Marketing, Online Marketing, Lead Management, Content Marketing, Marketing, Multi-channel Marketing, CRM, Salesforce.com, Eloqua, PPC, SEO, Google Analytics, Google Adwords, Marketing Analytics, Market Research, Management, Social Innovation, Product Marketing, Analytics, Sales Enablement, Lead Scoring, Web Analytics, Direct Marketing, Webinars, Marketing Management, Customer Acquisition, Competitive Analysis, Campaign Management, Strategic Partnerships
Education
University of California, Santa Barbara 2002 — 2006
B.A., International/Global Studies, Italian Cultural Studies
Robert Mandra's Morgan Joseph Experience 2008 - 2009
Job Managing Director at RSM Advisors
Industry Financial Services
Experience
RSM Advisors 2012 - Present
B. Riley & Co. 2011 - 2012
Morgan Joseph 2008 - 2009
SoundView Technology Group 1998 - 2004
MIT Lincoln Laboratory 1987 - 1996
Skills
Mergers, Investment Banking, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Equities, Financial Analysis, Financial Modeling, Mergers, Start-ups, Venture Capital, Valuation, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Rochester
MS
RSM Advisors 2012 - Present
B. Riley & Co. 2011 - 2012
Morgan Joseph 2008 - 2009
SoundView Technology Group 1998 - 2004
MIT Lincoln Laboratory 1987 - 1996
Skills
Mergers, Investment Banking, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Equities, Financial Analysis, Financial Modeling, Mergers, Start-ups, Venture Capital, Valuation, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Rochester
MS
chuck meeth's Morgan Joseph Experience September 2007 - Present
Job sr vice president at Morgan Joseph
Industry Investment Banking
Experience
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Morgan Joseph September 2007 - Present
Fulcrum Global Partners March 2001 - October 2005
Bear Stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
ba, economics
ramapo highschool 1977 — 1981
highschool
Joseph Galzerano's Morgan Joseph Experience 2003 - 2004
Job Assistant Portfolio Manager at Muzinich & Co
Industry Investment Management
Experience
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Brian de la Fé's Morgan Joseph Experience June 2010 - October 2010
Job Avison Young
Industry Real Estate
Experience
Avison Young June 2015 - Present
Caribbean Property Group May 2013 - Present
Greenstreet Real Estate Partners May 2012 - January 2013
Rialto Capital Management October 2010 - December 2011
Morgan Joseph June 2010 - October 2010
Kaufman Rossin & Co., P.A November 2007 - April 2008
Verdeja & De Armas, LLP. August 2006 - October 2007
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Financial Analysis, Investments, Portfolio Management, Private Equity, Asset Management, Management, Mergers
Education
University of Florida 2008 — 2009
MBA, Finance & Securities Analysis
University of Florida 2002 — 2006
Bachelor of Science, Accounting
Avison Young June 2015 - Present
Caribbean Property Group May 2013 - Present
Greenstreet Real Estate Partners May 2012 - January 2013
Rialto Capital Management October 2010 - December 2011
Morgan Joseph June 2010 - October 2010
Kaufman Rossin & Co., P.A November 2007 - April 2008
Verdeja & De Armas, LLP. August 2006 - October 2007
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Financial Analysis, Investments, Portfolio Management, Private Equity, Asset Management, Management, Mergers
Education
University of Florida 2008 — 2009
MBA, Finance & Securities Analysis
University of Florida 2002 — 2006
Bachelor of Science, Accounting
Ted Tywang's Morgan Joseph Experience July 2008 - November 2008
Job Associate at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP November 2012 - Present
National Hockey League September 2011 - November 2011
National Football League January 2011 - February 2011
Maryland Office of the Public Defender July 2010 - July 2010
Bradley Arant Boult Cummings LLP May 2010 - July 2010
Spicer Rudstrom PLLC January 2009 - July 2009
Morgan Joseph July 2008 - November 2008
BNP Paribas June 2007 - August 2007
The Tombs January 2007 - April 2007
Tywang Tennis Lessons April 2004 - August 2006
Skills
Mergers & Acquisitions, Sports Law, Entertainment Law, Distribution Agreements, Media Rights Agreements, Content Licensing, Finance, Private Equity
Education
Columbia University School of Law 2009 — 2012
JD, Law
Georgetown University 2004 — 2008
BA, Government
Montgomery Bell Academy 1998 — 2004
Proskauer Rose LLP November 2012 - Present
National Hockey League September 2011 - November 2011
National Football League January 2011 - February 2011
Maryland Office of the Public Defender July 2010 - July 2010
Bradley Arant Boult Cummings LLP May 2010 - July 2010
Spicer Rudstrom PLLC January 2009 - July 2009
Morgan Joseph July 2008 - November 2008
BNP Paribas June 2007 - August 2007
The Tombs January 2007 - April 2007
Tywang Tennis Lessons April 2004 - August 2006
Skills
Mergers & Acquisitions, Sports Law, Entertainment Law, Distribution Agreements, Media Rights Agreements, Content Licensing, Finance, Private Equity
Education
Columbia University School of Law 2009 — 2012
JD, Law
Georgetown University 2004 — 2008
BA, Government
Montgomery Bell Academy 1998 — 2004
Vince Curran's Morgan Joseph Experience January 2007 - June 2007
Job Chief Financial Officer Evest Capital & Related Entities
Industry Venture Capital & Private Equity
Experience
Evest Capital & Related Entities May 2007 - Present
Morgan Joseph January 2007 - June 2007
Piper Jaffray March 2004 - December 2006
Vie Financial Group & Vie Securities 2003 - 2004
Swerdlow Real Estate Group (REIT) 1998 - 2003
American Cancer Society 1995 - 2000
KB Holdings & related companies 1994 - 1998
US Life Corp 1988 - 1990
Price Waterhouse 1985 - 1988
Education
Northeastern University - Graduate School of Business Administration
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS, Accounting
Evest Capital & Related Entities May 2007 - Present
Morgan Joseph January 2007 - June 2007
Piper Jaffray March 2004 - December 2006
Vie Financial Group & Vie Securities 2003 - 2004
Swerdlow Real Estate Group (REIT) 1998 - 2003
American Cancer Society 1995 - 2000
KB Holdings & related companies 1994 - 1998
US Life Corp 1988 - 1990
Price Waterhouse 1985 - 1988
Education
Northeastern University - Graduate School of Business Administration
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS, Accounting
Darren Wolberg's Morgan Joseph Experience June 2008 - December 2009
Job Managing Director at Academy Securities
Industry Financial Services
Experience
Academy Securities January 2015 - Present
Grey Swan Partners, LLC. April 2013 - April 2015
Pierpont Securities 2012 - April 2013
Key Bank January 2010 - April 2012
Morgan Joseph June 2008 - December 2009
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Investment Banking, Derivatives, Asset Managment, Portfolio Management, Hedge Funds, Series 7, Equities, Investments, Securities, Valuation, Bonds, Structured Finance, Credit Derivatives, Series 63, Swaps, Asset Management, Mortgage Lending, Alternative Investments, Credit Analysis, Emerging Markets, Options, Hedging, Financial Markets, Financial Structuring, Private Equity, Securitization, Financial Modeling, Investment Management, Structured Products
Education
Columbia University in the City of New York 1984 — 1986
Microbiological Sciences and Immunology
Beloit College 1979 — 1983
Bachelor of Science (BS), Biochemistry
Academy Securities January 2015 - Present
Grey Swan Partners, LLC. April 2013 - April 2015
Pierpont Securities 2012 - April 2013
Key Bank January 2010 - April 2012
Morgan Joseph June 2008 - December 2009
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Investment Banking, Derivatives, Asset Managment, Portfolio Management, Hedge Funds, Series 7, Equities, Investments, Securities, Valuation, Bonds, Structured Finance, Credit Derivatives, Series 63, Swaps, Asset Management, Mortgage Lending, Alternative Investments, Credit Analysis, Emerging Markets, Options, Hedging, Financial Markets, Financial Structuring, Private Equity, Securitization, Financial Modeling, Investment Management, Structured Products
Education
Columbia University in the City of New York 1984 — 1986
Microbiological Sciences and Immunology
Beloit College 1979 — 1983
Bachelor of Science (BS), Biochemistry
Frederique de Kok's Morgan Joseph Experience December 2001 - July 2005
Job Portfolio Manager Emerging Market Debt
Industry Investment Management
Experience
Hartford Investment Management January 2012 - Present
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets August 2005 - January 2007
Morgan Joseph December 2001 - July 2005
EzGov January 2000 - March 2001
Gulf International Bank 1995 - 2000
Education
University of Oxford 1993 — 1995
MLitt, Political Economy
University of Amsterdam 1987 — 1993
Drs, Economie
Gymnasium Camphusianum
Hartford Investment Management January 2012 - Present
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets August 2005 - January 2007
Morgan Joseph December 2001 - July 2005
EzGov January 2000 - March 2001
Gulf International Bank 1995 - 2000
Education
University of Oxford 1993 — 1995
MLitt, Political Economy
University of Amsterdam 1987 — 1993
Drs, Economie
Gymnasium Camphusianum
Patrick Carvell's Morgan Joseph Experience October 2009 - December 2010
Job
Industry Investment Banking
Experience
Key Bank December 2010 - Present
Morgan Joseph October 2009 - December 2010
HBK Capital Management July 2007 - February 2009
JP Morgan August 2005 - July 2007
Skills
Fixed Income, Capital Markets, Hedge Funds, Portfolio Management
Education
University of Delaware 2003 — 2005
BS & BA, Finance and Anthropology
Key Bank December 2010 - Present
Morgan Joseph October 2009 - December 2010
HBK Capital Management July 2007 - February 2009
JP Morgan August 2005 - July 2007
Skills
Fixed Income, Capital Markets, Hedge Funds, Portfolio Management
Education
University of Delaware 2003 — 2005
BS & BA, Finance and Anthropology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial