Morgan Stanley Asset Management

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Morgan Stanley Asset Management Employees

Employee
Years
Job
Industry
Susan Tuomi Susan Tuomi Kingwood, Texas Details
Susan Tuomi's Morgan Stanley Asset Management Experience August 1981 - June 1993
Job Airport Agent at United Airlines
Industry Transportation/Trucking/Railroad
Experience
United Airlines  June 1995 - Present
Institute of Forensic Sciences   October 2010 - April 2011
Morgan Stanley Asset Management   August 1981 - June 1993
Morgan Stanley & Co  February 1976 - August 1981

Skills
Administrative..., Airlines, Spreadsheets, Time Management, Microsoft Excel, Management, Telephone Skills, Customer Service, Outlook, Microsoft Office, Teamwork, Public Speaking, Accounting, Team Building, Business Development, Contract Negotiation, Budgets

Education
University of Houston-Downtown   2004 — 2009
B.S, Criminal Justice

Kingwood College   2000 — 2004
A.A, Photography

Chris Leavy Chris Leavy Greater Philadelphia Area Details
Chris Leavy's Morgan Stanley Asset Management Experience September 1997 - August 2000
Job Private Investor
Industry Investment Management
Experience
BlackRock  October 2010 - June 2013
OppenheimerFunds  January 2007 - September 2010
OppenheimerFunds  September 2000 - December 2008
Morgan Stanley Asset Management   September 1997 - August 2000

Skills
Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Management, Investments, Hedge Funds, Asset Management, Mutual Funds, Fixed Income, Securities, Capital Markets, Financial Modeling, Asset Managment

Education
Columbia University - Columbia Business School   2005 — 2006
MBA

Trinity University   1989 — 1992
BA, Economics

Darshana Mehta, CFA Darshana Mehta, CFA Greater New York City Area Details
Darshana Mehta, CFA's Morgan Stanley Asset Management Experience August 1996 - December 1996
Job Senior Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co.   November 2010 - Present
HSBC Global Asset Management (USA) Inc.   2003 - 2008
Northern Trust Global Advisors, Inc.   September 2002 - May 2003
Morgan Stanley Dean Witter & Co  1997 - 2002
Morgan Stanley Asset Management   August 1996 - December 1996
Bankers Trust Company, NYC   1991 - 1996

Skills
Critical Thinking, Equities, Due Diligence, Training, Investment Management, Analysis, CRM, Investments, Business Development, Microsoft Excel, Wealth Management, Leadership, Mutual Funds, Asset Managment, Program Management, Asset Management

Education
Rutgers Graduate School of Management   1988 — 1990
MBA

Rutgers University-New Brunswick   1982 — 1986
BA

David Gorman David Gorman Greater New York City Area Details
David Gorman's Morgan Stanley Asset Management Experience June 1996 - August 1999
Job Americas Advisor at The Table Club
Industry Investment Management
Experience
The Table Club   December 2012 - Present
Australian Government/Australian Trade Commission   July 2009 - February 2013
Fischer & Company LP   July 2007 - December 2008
Arden Asset Management  April 2006 - June 2007
Bear Stearns Asset Management  1999 - 2006
Morgan Stanley Asset Management   June 1996 - August 1999
Morgan Stanley & Company  June 1994 - June 1996

Skills
Portuguese, Português brasileiro, Brazilian Portuguese, Español, Spanish, Infrastructure, Hedge Funds, Private Equity, Venture Capital, Energy, Renewable Energy, Australian Tax, Australian Taxation, Français, French, Pensions, Pension Funds, Endowments, Foundations, Banking, Investment Banking, Securitization

Education
Columbia University in the City of New York   1991 — 1994
BA

CFA

Karen Housewright Karen Housewright Austin, Texas Area Details
Karen Housewright's Morgan Stanley Asset Management Experience May 1983 - March 1988
Job Director, Field Relations at Mothers Against Drunk Driving
Industry Nonprofit Organization Management
Experience
Mothers Against Drunk Driving  November 2010 - Present
Mothers Against Drunk Driving  June 1988 - November 2010
Morgan Stanley Asset Management   May 1983 - March 1988

Skills
Certified Fund Raising..., Volunteer Leadership, Volunteering, Volunteer Management, Grant Writing, Non-profits, Nonprofits, Grants, Public Relations, Media Relations, Fundraising, Social Media, Program Development, Leadership Development, Strategic Communications, Organizational..., Strategy, Community Development, Community Outreach, Strategic Planning, Leadership, Public Policy, Program Management, Marketing, Management, Philanthropy, Event Planning, Event Management, Grassroots Organizing, Non-profit..., Newsletters

Education
Texas Christian University   1979 — 1983
B.B.A., General Business; French (minor)

Texas Christian University   1979 — 1983
B.B.A.

Steven Tenney Steven Tenney Portland, Maine Area Details
Steven Tenney's Morgan Stanley Asset Management Experience September 1991 - March 1992
Job Senior Portfolio Manager, Certified Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  August 1993 - Present
State Street Bank  June 1992 - August 1993
Morgan Stanley Asset Management   September 1991 - March 1992

Education
Tufts University   1987 — 1991
BA, International Relations and Political Science

William Vellek William Vellek Greater New York City Area Details
William Vellek's Morgan Stanley Asset Management Experience 1996 - 1997
Job Senior Business Consultant at GoldenSource
Industry Financial Services
Experience
GoldenSource  November 2011 - Present
AquaNexus Information Services   2009 - 2011
Odyssey Financial Technologies  2008 - 2009
Monteverdi International Management LLC   2003 - 2008
Mayer Investment Group   1999 - 2003
Barclays Private Bank Plc.   1997 - 1999
Morgan Stanley Asset Management   1996 - 1997
UBS (Formerly SBCPMI)   1990 - 1995

Skills
Asset Management, Portfolio Management, Product Development, Equities, Fixed Income, Trading, Sales Management, Customer Relations, Risk Management, Account Management, Strategic Planning, New Business Development, Team Leadership, Business Analysis, Banking, Product Management, Marketing Strategy, Data Analysis, Asset Managment, Wealth Management, Leadership, Securities, Investments, Financial Markets, Investment Management, Derivatives, Finance, Private Banking, Back Office, Capital Markets, Bloomberg, Financial Services, Electronic Trading, Investment Banking, Trading Systems, Market Data, FX Options, Mutual Funds, Hedge Funds, Options, Middle Office, Reference Data, Relationship Management, Equity Derivatives, Foreign Exchange

Education
Iona College   1982 — 1986
BBA, Hagan School of Business, Marketing

John H. Glenn HS   1980 — 1982

Peggy McDermott Peggy McDermott Baltimore, Maryland Area Details
Peggy McDermott's Morgan Stanley Asset Management Experience March 1994 - April 1996
Job Vice President, Senior Retirement Sales Executive at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  August 2011 - Present
Morgan Stanley/Van Kampen Investments   2007 - 2010
SEI Investments  January 2005 - August 2007
SEI Investments  January 2003 - January 2005
SEI Investments  October 1999 - January 2003
Merrill Lynch  April 1996 - October 1999
Morgan Stanley Asset Management   March 1994 - April 1996
Vanguard  July 1985 - March 1994

Education
Gettysburg College   1980 — 1984
B.A

Alex Gindin Alex Gindin Pittsburgh, Pennsylvania Details
Alex Gindin's Morgan Stanley Asset Management Experience June 2005 - November 2008
Job Founder & CEO at Emplified, Consulting Practice Manager at PantherlabWorks.
Industry Information Technology and Services
Experience
Emplified   November 2013 - Present
PantherlabWorks   August 2012 - April 2014
UPMC Technology Development Center (TDC)   March 2012 - August 2012
CIGNA Health Care  November 2008 - July 2011
Morgan Stanley Asset Management   June 2005 - November 2008
PSH & Associates   June 2002 - June 2004

Skills
Visual Basic, SQL Server, Oracle, Systems Analysis, Business Process..., Process Optimization, SDLC, Scuba Diving, Project Management, Business Strategy, IT Strategy, Strategic Planning, Strategic Thinking, Organizational Behavior, Organizational Culture, Organizational..., Product Innovation, Process Improvement, Business Process Design, Healthcare Information..., Healthcare Information..., Information Architecture, Product Management, Commercialization, Consulting, Management Consulting, Business Analysis, Strategy, Visio, Business Intelligence, Data Analysis, Requirements Analysis, Forecasting, MS Project, Data Modeling, SQL, Corporate Finance, Business Development, Program Management, Financial Analysis, Market Analysis, Business Analytics, Strategic Consulting, Integration, Golf, SPSS, Agile Methodologies, Product Development, Team Leadership, Strategic Alliances

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.97

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2013
Master of Science (MS), Management Information Systems, General, 3.97

University of Pittsburgh   2002 — 2005
BA, MIS

Mt. Lebanon   1996 — 2000

Gary Haubold Gary Haubold Greater Philadelphia Area Details
Gary Haubold's Morgan Stanley Asset Management Experience 1996 - 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

Alexis Alvarez Alexis Alvarez New York, New York Details
Alexis Alvarez's Morgan Stanley Asset Management Experience June 1990 - July 1994
Job Senior Editor at Moody's Investors Service (Financial Institutions) and Moody's Analytics
Industry Financial Services
Experience
Moody's Corporation  September 2014 - Present
Moody's Corporation  June 2011 - August 2014
Moody's Asia-Pacific   November 2009 - May 2011
Moody's Japan KK   August 2007 - October 2009
Alexis Alvarez   2003 - 2007
Morgan Stanley  April 1998 - June 2003
Berkeley House Language School   April 1995 - March 1998
Morgan Stanley Asset Management   June 1990 - July 1994
Ford Foundation  1986 - 1989

Skills
Editing, Copy Editing, Research, Magazines, Web Content, Press Releases, Project management, Storytelling, Photography, Marketing Communications, Marketing, French, Publishing, Editorial, Publications, Media Relations, Corporate Communications, Journalism, Newsletters, Strategic Communications, Blogging, Proofreading, Copywriting, Content Development, Internal Communications, Content Management, Social Networking, Books, Project Management

Education
School of Visual Arts   2012 — 2012

New York University   2011 — 2012

Harold Washington College, Chicago   2003 — 2006

Temple University, Tokyo   1999 — 2003

City University of New York-Herbert H. Lehman College
B.A.

City University of New York-City College

University of Paris (La Sorbonne)

Jeffrey Margolis Jeffrey Margolis Greater New York City Area Details
Jeffrey Margolis's Morgan Stanley Asset Management Experience September 1994 - September 2003
Job Owner, Margolis/Kass Advisors
Industry Investment Management
Experience
Margolis/Kass Advisors   November 2008 - Present
TIAA-CREF  February 2004 - August 2008
Morgan Stanley Asset Management   September 1994 - September 2003
Continental Insurance  1983 - 1994

Skills
Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Asset Managment, Strategy, Portfolio Management, Fixed Income, Investment Strategies, Hedge Funds, Product Management, Asset, Financial Services, Series 63, Equities, Financial Advisory, Mutual Funds, Investment Advisory, Emerging Markets, Institutional..., Series 7, Bonds, Wealth Management, Fund Of Funds, Capital Markets, ETFs, Options, Derivatives, Private Equity, Pensions, Investment Banking, Securities, Valuation, Financial Markets, Venture Capital, Equity Research, Bloomberg, Wealth Management..., Executive Management, Investor Relations, Financial Structuring, FINRA

Education
Cornell University - Johnson Graduate School of Management   1979 — 1980
MBA, Finance/Accounting

Cornell University   1975 — 1979
BA, Economics

Luisa B. Gallardo Luisa B. Gallardo Greater New York City Area Details
Luisa B. Gallardo's Morgan Stanley Asset Management Experience June 2007 - June 2010
Job Compliance Analyst Operations & Risk Control
Industry Investment Banking
Experience
STATE STREET INVESTMENT MANAGEMENT   January 2011 - July 2014
DEUTSCHE BANK ASSET MANAGEMENT  June 2010 - December 2010
MORGAN STANLEY ASSET MANAGEMENT   June 2007 - June 2010
CREDIT SUISSE ASSET MANAGEMENT  May 1997 - December 2006
UBS WARBURG (W.I. CARR-AMERICAS LTD)   August 1994 - May 1997
MERRILL LYNCH, PIERCE & SMITH NEW COURT, New York, NY   October 1992 - August 1994

Skills
Settlements, Fixed Income, Asset Management, Investments, Trading, Client Service, Bloomberg, Derivatives, Equities, Mutual Funds, FX, Securities, Cash, Transaction Processing, Investment Banking, Asset Allocation, Institutional, Customer Relations, Security, Spanish, Microsoft Office, Customer Service, Middle Office, Risk Management, Back Office, Emerging Markets, Capital Markets, Financial Markets, Bonds, Banking, Due Diligence

Education
Saint Peter's University
Bachelor of Science (BS)

Thomas Singher Thomas Singher Stamford, Connecticut Details
Thomas Singher's Morgan Stanley Asset Management Experience May 2000 - August 2000
Job Founder & Principal, Alston Capital Management LLC
Industry Investment Management
Experience
Alston Capital Management LLC   August 2006 - Present
O'Melveny & Myers LLP   January 2003 - April 2004
Hunton & Williams  June 2001 - January 2003
Morgan Stanley Asset Management   May 2000 - August 2000
O'Melveny & Myers LLP   August 1996 - June 1999

Skills
Investments, Due Diligence, Mutual Funds, Mergers, Private Equity, Asset Management, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Fixed Income, Venture Capital, Equities, Emerging Markets, Financial Structuring, Investment Banking, Investment Management, Valuation, Joint Ventures, Corporate Governance, Restructuring, Leveraged Finance, Corporate Development, Financial Modeling

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Finance

Fordham University School of Law   1993 — 1996
JD, Law

University of California, Santa Barbara   1988 — 1992
B.A., Economics/Sociology

Deborah Roberts Deborah Roberts Greenville, South Carolina Details
Deborah Roberts's Morgan Stanley Asset Management Experience 2001 - 2004
Job Head of Household
Industry Individual & Family Services
Experience
Roberts Household   January 2008 - Present
Legg Mason  September 2004 - January 2008
Morgan Stanley Investment Management  December 2001 - August 2004
Morgan Stanley Asset Management   2001 - 2004
Morgan Stanley Investment Management  June 1997 - December 2001
Mackenzie Ivy Funds   June 1992 - May 1995

Skills
Strategy, Mutual Funds, Financial Services, Management, Market Research, Alternative Investments, Marketing

Education
Georgetown University - The McDonough School of Business   1995 — 1997
MBA, Business

Tufts University   1988 — 1992

Christ Church Episcopal School   1977 — 1988
High School, n/a

Dave Swanson Dave Swanson Greater Chicago Area Details
Dave Swanson's Morgan Stanley Asset Management Experience 2000 - 2004
Job Founder & Managing Partner, SwanDog Strategic Marketing, LLC
Industry Financial Services
Experience
SwanDog Strategic Marketing, LLC   February 2006 - Present
Managed Portfolio Series   April 2011 - Present
ALPs Variable Investment Trust   December 2006 - Present
Calamos Investments  April 2004 - March 2006
Morgan Stanley Investment Management  2000 - 2004
Morgan Stanley  2000 - 2004
Morgan Stanley Asset Management   2000 - 2004
Van Kampen Investments  2000 - 2003
Kemper Funds  1996 - 2000
Scudder Kemper Investments  1996 - 2000

Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management

Education
Northwestern University   1986 — 1991
MBA, Marketing, Organization Behavior

Southern Illinois University, Carbondale   1976 — 1979
Bachelors of Science, Journalism

Mark McKeown, CFA Mark McKeown, CFA Greater New York City Area Details
Mark McKeown, CFA's Morgan Stanley Asset Management Experience 1998 - 2000
Job Partner at Lydian Advisory Group
Industry Financial Services
Experience
Frisa Family Office   2012 - Present
Lydian Advisory Group   2011 - Present
Lydian Asset Management   March 2004 - Present
Morgan Stanley  2000 - 2004
Morgan Stanley Asset Management   1998 - 2000

Education
Providence College
Bachelor of Science (BS), Finance

Barbara Insel Barbara Insel San Francisco Bay Area Details
Barbara Insel's Morgan Stanley Asset Management Experience 1990 - 1990
Job President and CEO, Stonebridge Research Group LLC
Industry Wine and Spirits
Experience
Stonebridge Research Group LLC   2008 - Present
Music in the Vineyards   2005 - 2010
MKF Research LLC   2004 - 2007
Child Advocates of Silicon Valley  2001 - 2005
Mid-Peninsula Community Media Center   2003 - 2004
Lee Hecht Harrison  2002 - 2004
EBRD  2001 - 2003
Salomon Brothers  1995 - 1996
Morgan Stanley Asset Management   1990 - 1990

Skills
Trading, Entrepreneurship, Start-ups, Business Development, Mergers, Change Management, Product Development, Investments, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Wine, Marketing Strategy, Analysis, Due Diligence, Public Speaking, Marketing Research, Market Analysis, Management, Private Equity, Event Management, Public Relations, International Marketing, Product Marketing, Analytics, Corporate Development, Fundraising, Marketing, Pricing, Market Planning, Nonprofits, Brand Development, International Business, Leadership, Marketing Management, Brand Management, Economics, Emerging Markets, Product Management, E-commerce, P&L Management, Winemaking, Forecasting, Negotiation, Finance, Cross-functional Team..., Financial Modeling

Education
Barnard College
BA

Brown University
MA, Economics

Stanford University Graduate School of Business
MBA

Wine and Spirits Education Trust

Robert Peckenpaugh CFA Robert Peckenpaugh CFA Oak Brook, Illinois Details
Robert Peckenpaugh CFA's Morgan Stanley Asset Management Experience April 1984 - April 1987
Job Senior VicePresident at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co.   October 2006 - Present
Peckenpaugh Asset Management, Inc.   September 1991 - September 2006
Morgan Stanley & Co.   April 1987 - September 1991
Morgan Stanley Asset Management   April 1984 - April 1987
Hotchkiss & Peckenpaugh Inc.   February 1977 - April 1984

Education
Northwestern University - Kellogg School of Management   1951 — 1952
M.B.A., Finance

Northwestern University   1947 — 1949
B.S., Finance

Douglas J. Smith Douglas J. Smith Sarasota, Florida Details
Douglas J. Smith's Morgan Stanley Asset Management Experience October 1997 - January 2002
Job Distressed Asset/Workout Portfolio Management & Consulting
Industry Investment Management
Experience
Self-Employed  February 2009 - Present
BBK Consulting   February 2004 - January 2009
Huron Consulting Group  May 2002 - January 2004
Morgan Stanley Asset Management   October 1997 - January 2002
CIBC World Markets  October 1981 - June 1997

Education
University of Michigan - Stephen M. Ross School of Business   1978 — 1980
MBA, Finance & Investments

Cornell University   1974 — 1978
BS, Industrial Relations

Patricia Mallon O'Connor, CFA, CPA Patricia Mallon O'Connor, CFA, CPA San Francisco Bay Area Details
Patricia Mallon O'Connor, CFA, CPA's Morgan Stanley Asset Management Experience 1996 - 1997
Job Vice President/Portfolio Manager at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Group  1997 - Present
Morgan Stanley Asset Management   1996 - 1997
Deutsche Bank  1994 - 1996
Arthur Andersen  1989 - 1993

Skills
Alternative Investments, Fixed Income, Equities, Financial Modeling, Investments

Education
The University of Chicago - Booth School of Business   1995 — 1997
MBA, Finance and Economics

Lehigh University   1985 — 1989
BS, Accounting

Frank P. L. Minard Frank P. L. Minard Greater New York City Area Details
Frank P. L. Minard's Morgan Stanley Asset Management Experience 1998 - 1999
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

Brian C. Summe Brian C. Summe Cincinnati Area Details
Brian C. Summe's Morgan Stanley Asset Management Experience May 1993 - December 1997
Job Oppenheimerfunds, Inc. Vice President, Senior Advisor Consultant
Industry Investment Management
Experience
OppenheimerFunds, Inc.   January 1998 - Present
Morgan Stanley Asset Management   May 1993 - December 1997
Merrill Lynch  October 1991 - May 1993
A.F. Best Securities, Inc.   January 1990 - October 1991

Skills
Series 63, Mutual Funds, Asset Managment, Bonds, Series 7, Wealth Management, Finance, Securities, Retirement Planning, Insurance, FINRA, Retirement, Separately Managed..., Asset Allocation, Financial Advisory, Alternative Investments, Investment Strategies, Investments, Investment Management, Hedge Funds, Portfolio Management, Wealth Management..., Capital Markets, Private Equity, Municipal Bonds, Asset Management, Wealth, Financial Services

Education
Certifications / Accreditations

Florida State University - College of Business

Louisiana State University
BA, Economics / Political Science

Rick Helm, CFA Rick Helm, CFA Greater Seattle Area Details
Rick Helm, CFA's Morgan Stanley Asset Management Experience 1988 - 1994
Job Sr VP and Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers  2005 - Present
WM Advisors   2001 - 2005
Northwestern Trust   1999 - 2001
TD Asset Management  1997 - 1999
Parametric Portfolio Associates  1994 - 1995
Morgan Stanley Asset Management   1988 - 1994
Continental Heritage   1986 - 1988

Skills
Portfolio Management, Equity Research

Education
University of Denver - Daniels College of Business   1984 — 1986
MBA, Finance

University of Colorado Boulder   1977 — 1981
BS, Journalism

Mary Coughlin Mary Coughlin Greater New York City Area Details
Mary Coughlin's Morgan Stanley Asset Management Experience 1990 - 1994
Job Founder at Barnegat Bay Capital Management, LLC
Industry Investment Management
Experience
Barnegat Bay Capital Management, LLC   1997 - Present
Pipeline Foundation   2006 - 2011
Lehman Brothers Global Asset Management   1994 - 1996
Morgan Stanley Asset Management   1990 - 1994
Continental Asset Management   1987 - 1990
Merrill Lynch Asset Management  1984 - 1987
General Re Corp   1982 - 1984

Skills
Portfolio Management, Equities, Fixed Income, Securities, Management, Investment Management, Options, Sales, Nonprofits, Insurance, Selling, Research, Financial Advisory, Investments, Hedge Funds, Asset Management, Start-ups, Entrepreneurship, Alternative Investments, Strategy, Investment Strategies, Public Speaking

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance & International Economics

Susquehanna University   1978 — 1982
BS, Finance & International Economics

Johanna Vogel Johanna Vogel Greater Philadelphia Area Details
Johanna Vogel's Morgan Stanley Asset Management Experience 1993 - 2001
Job Managing Director, Consultant Relations at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group  January 2015 - Present
Dividend Capital  April 2012 - December 2014
Lehigh University  December 2010 - May 2012
Independent  May 2010 - December 2010
Nuveen Investments  June 2006 - May 2010
Nuveen Investments  September 2001 - August 2006
Morgan Stanley Asset Management   1993 - 2001
Lehigh University  1992 - 1993
University of Pennsylania   1988 - 1992
Foreign Policy Research Institute  1987 - 1988

Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Series 63, Equities, Hedge Funds, Investment Strategies, Investment Management

Education
University of Pennsylvania   1982 — 1985
BA, Russian

Lehigh University   1992 — 1996
MA, Government

Smith College   1981 — 1982

Pushkin Institute
Summer, Russian

Jeff Warland Jeff Warland Greater Chicago Area Details
Jeff Warland's Morgan Stanley Asset Management Experience September 1995 - November 2004
Job Warland Consulting
Industry Financial Services
Experience
Major Chicago Bank   September 2007 - July 2014
Calamos Investments  November 2004 - June 2006
Morgan Stanley Asset Management   September 1995 - November 2004

Skills
Portfolio Management, Financial Services, Outsourcing, ETFs, Mutual Funds, Series 24, Asset Allocation, Asset Managment, Series 63, Series 7, Separately Managed..., Series 65, Alternative Investments, Asset Management, Investments

Education
Northern Illinois University   1976 — 1977
Bachelor's Degree, College of Business

College of DuPage   1973 — 1975
Associates Degree, Mnagement

Christine Drusch, CFA Christine Drusch, CFA Houston, Texas Area Details
Christine Drusch, CFA's Morgan Stanley Asset Management Experience July 1991 - October 2003
Job Founder and President of Heikkinen Energy Advisors and CDH Securities, LLC
Industry Financial Services
Experience
Heikkinen Energy Advisors, LLC   December 2012 - Present
CDH Securities, LLC   December 2012 - Present
Pickering Energy Partners   October 2003 - May 2010
Morgan Stanley Asset Management   July 1991 - October 2003
VALIC  1987 - 1991

Skills
Securities, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Equities, Investment Banking, Private Equity, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Portfolio Management, Asset Management, Financial Analysis, Asset Managment

Education
Lehigh University - College of Business and Economics   1983 — 1984
Bachelor of Science (BS), Accounting and Finance

Adelphi University   1980 — 1982
Accounting

Carsten Otto Carsten Otto New York, New York Details
Carsten Otto's Morgan Stanley Asset Management Experience May 2006 - June 2010
Job Americas Head of Compliance and Interim Global Head of Investment Strategies Compliance at BlackRock
Industry Financial Services
Experience
BlackRock  September 2013 - Present
J.P. Morgan Private Bank   July 2012 - August 2013
JP Morgan  June 2010 - July 2012
Morgan Stanley Asset Management   May 2006 - June 2010
Morgan Stanley Investment Management  October 1993 - May 2006

Skills
AML, Equities

Education
The George Washington University Law School   1988 — 1991
Doctor of Law (JD)

Georgetown University   1982 — 1986
BSFS, Foreign Service

Moravian Academy   1982 — 1984
High School

James Kastberg James Kastberg Katonah, New York Details
James Kastberg's Morgan Stanley Asset Management Experience June 1990 - September 1998
Job Investor
Industry Investment Management
Experience
Self  June 2008 - Present
Argent Funds Group  September 2002 - June 2008
J.H. Whitney & Co.   September 1998 - September 2002
Morgan Stanley Asset Management   June 1990 - September 1998

Skills
Hedge Funds, Convertible Arbitrage, Alternative Investments, Equities, Portfolio Management, Equity Research, High Yield, Bloomberg

Education
Fordham University   1981 — 1985
B.S., Finance

Michael Crandall Michael Crandall Tenafly, New Jersey Details
Michael Crandall's Morgan Stanley Asset Management Experience May 1999 - September 2001
Job Independent Investment Management Caip Partners LLC
Industry Investment Management
Experience
Caip Partners LLC   January 2011 - Present
Caip Partners LLC   January 2007 - December 2010
Maverick Capital  August 2003 - July 2006
Pequot Capital  September 2001 - July 2003
Morgan Stanley Asset Management   May 1999 - September 2001

Education
Colgate University   1995 — 1999
Bachelor of Arts (B.A.), Economics

Joseph Guarino Joseph Guarino United States Details
Joseph Guarino's Morgan Stanley Asset Management Experience January 1993 - January 1994
Job Managing Director and Global Head of Compliance at AIG Investments
Industry Investment Management
Experience
AIG INVESTMENTS  April 2008 - 2014
Deutsche Bank Private Bank (PB) New York Deutsche Bank Alex Brown   January 1997 - January 2008
The Prudential Insurance Company of America  January 1994 - January 1997
Morgan Stanley Asset Management   January 1993 - January 1994
U.S. Securities and Exchange Commission   January 1989 - January 1993

Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Financial Services, Securities, Capital Markets, Mutual Funds, Investments, Banking

Education
New Jersey Institute of Technology
Bachelor of Science, Finance/Business