Morgan Stanley Investment Management

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1,389 Morgan Stanley Investment Management employees in database. Find out everything there's to know about Morgan Stanley Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Investment Management Employees

Employee
Years
Job
Industry
Sean Looby Sean Looby Greater Philadelphia Area Details
Sean Looby's Morgan Stanley Investment Management Experience February 2008 - February 2010
Job Senior Associate at Veralon (Formerly DGA Partners and Health Strategies & Solutions)
Industry Hospital & Health Care
Experience
Veralon   July 2014 - Present
DGA Partners  July 2013 - June 2014
Cornell University  August 2012 - May 2013
Cornell University  August 2012 - December 2012
Penn Medicine  May 2012 - August 2012
Cornell University  January 2012 - May 2012
Bryn Mawr Rehab Hospital, Main Line Health System   June 2011 - August 2011
Ascensus  February 2010 - June 2011
Morgan Stanley Investment Management   February 2008 - February 2010

Education
Cornell University   2011 — 2013
M.H.A., Health Administration

University of Delaware - Lerner College of Business and Economics   2003 — 2007
B.S, Business Administration

Soren Bech Soren Bech New York, New York Details
Soren Bech's Morgan Stanley Investment Management Experience March 2008 - June 2009
Job Licensed Realtor, Town Residential
Industry Real Estate
Experience
Town Residential  July 2013 - Present
H. Bech & Company   September 2009 - Present
The University of Iowa  2012 - 2013
Mount Mercy University  2012 - 2013
The Ivy Council  2000 - June 2010
Morgan Stanley Investment Management   March 2008 - June 2009
Lehman Brothers - Neuberger Berman Asset Management   June 2004 - March 2008
Lazard Asset Management  December 2000 - May 2003
Lazard Asset Management  August 1999 - December 2000

Skills
Equity Research, Asset Managment, Investments, Investment Management, Bonds, Research, Business Development, Hedge Funds, Equities, Alternative Investments, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Valuation, Finance, Financial Modeling

Education
Columbia University - Columbia Business School   2003 — 2005
MBA, Finance

Yale University   1995 — 1999
BA, Economics and Political Science

Newtown High School   1991 — 1995
High School

Carol Neilson Carol Neilson Philadelphia, Pennsylvania Details
Carol Neilson's Morgan Stanley Investment Management Experience 1994 - 2008
Job Relationship Manager
Industry Higher Education
Experience
Temple University  2013 - Present
Citizens Bank  2010 - 2012
Morgan Stanley Investment Management   1994 - 2008

Skills
New Business Development, Relationship Management, Management, Staff Development, Endowment Funds, Planned Giving, Project Management, Financial Analysis, CRM, Client Services, Financial Modeling, Finance, Banking, Asset Management, Investments, Risk Management, Retirement Planning, Financial Services, Wealth Management, Mortgage Marketing, Personal Financial..., Credit Analysis, Mutual Funds, 401k, Commercial Lending, Defined Contribution, Contract Negotiation, Contract Management, Regulatory Compliance

Education
Williams College
Bachelor of Arts (BA), Political Science and French

Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance and Tax

Temple University - Fox School of Business and Management

Jonathan L. Karp Jonathan L. Karp Princeton, New Jersey Details
Jonathan L. Karp's Morgan Stanley Investment Management Experience March 2000 - May 2002
Job Account Executive at Saturn Business Systems
Industry Information Technology and Services
Experience
Saturn Business Systems  March 2015 - Present
IBM  July 2014 - March 2015
IBM  January 2008 - June 2014
Princeton Softech / Acquired by IBM   August 2004 - December 2007
Entology  January 2002 - August 2003
Morgan Stanley Investment Management   March 2000 - May 2002

Skills
Enterprise Software, Databases, Software Industry, Selling, SaaS, Business Intelligence, Solution Selling, Cloud Computing, Leadership, CRM, Direct Sales, Lead Generation, Data Governance, Professional Services, Sales Management, Integration, Salesforce.com, Sales, Security, Business Analysis, Team Building, Analysis, Microsoft Office, Contract Negotiation, Change Management, Customer Service, Negotiation, Customer Relations, Consultative Selling, SOA, Channel, Insurance, Lotus Notes, Windows, Portfolio Management, Project Portfolio..., Software Licensing, Hadoop

Education
Rutgers, The State University of New Jersey-New Brunswick   1997 — 2000
Bachelor of Science, Business Economics

County College of Morris   1995 — 1997
Associate, Graphic Design

Millburn   1991 — 1994

Hector Roman, MBA Hector Roman, MBA New York, New York Details
Hector Roman, MBA's Morgan Stanley Investment Management Experience April 2015 - Present
Job Global Compliance Program Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   April 2015 - Present
PwC (PricewaterhouseCoopers)   July 2014 - April 2015
Barclays Investment Bank  June 2013 - July 2014
Barclays Wealth and Investment Management  September 2008 - June 2013
Lehman Brothers-Neuberger Berman   May 2005 - September 2008
Citigroup  July 2002 - January 2005

Education
The George Washington University - School of Business

Learning Tree International (NYC - Financial District)

Dowling College   2009 — 2010
Masters Business Administration

Stony Brook University   2002 — 2005
Bachelor of Science

Eleanor Barnes Eleanor Barnes Hartford, Connecticut Area Details
Eleanor Barnes's Morgan Stanley Investment Management Experience September 2014 - Present
Job Financial Advisor Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   September 2014 - Present
The Ethel Walker School  August 2008 - August 2013
The Hartford  1999 - 2000
Money Magazine  1996 - 1998
CNN Business News  1989 - 1994

Skills
Fundraising, Stewardship, Annual Giving, Event Planning, Alumni Relations, Marketing, Nonprofits, Community Outreach, Editing

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, 1996

Washington and Lee University   1985 — 1989
BA, English

Elisa Naini Elisa Naini Greater New York City Area Details
Elisa Naini's Morgan Stanley Investment Management Experience June 2014 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   June 2014 - Present
Morgan Stanley  June 2013 - August 2013
Permal Investment Management   June 2012 - August 2012

Skills
Microsoft Excel, Data Analysis, Statistics, Financial Analysis, Research, Public Speaking

Education
Cornell University   2010 — 2014
Bachelor of Science (BS), Applied Economics and Management

The American School in London   2006 — 2010

Anthony Matthew Lipari Anthony Matthew Lipari New York, New York Details
Anthony Matthew Lipari's Morgan Stanley Investment Management Experience January 2010 - June 2012
Job AVP Global Compliance at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  January 2014 - April 2015
Hudson Community Enterprises Non-Profit   July 2013 - December 2013
Morgan Stanley Investment Management   January 2010 - June 2012
Morgan Stanley Investment Management- Van Kampen Investments   January 2008 - January 2010
HRP  October 2007 - December 2007
Special Friends Inc   August 2006 - November 2006

Education
Ramapo College of New Jersey   2003 — 2006
Bachelor of Arts Degree, Psychology; Theoretical and Applied Sciences

East Stroudsburg University of Pennsylvania

Bianca Tylek Bianca Tylek Greater Boston Area Details
Bianca Tylek's Morgan Stanley Investment Management Experience July 2008 - June 2010
Job J.D. Candidate at Harvard Law School
Industry Legal Services
Experience
NYC Department of Correction  July 2015 - August 2015
Association of State Correctional Administrators (ASCA)   June 2015 - August 2015
Pennsylvania Department of Corrections  June 2015 - July 2015
Massachusetts Department of Correction  January 2015 - April 2015
ACLU  May 2014 - August 2014
Teach For America  August 2012 - July 2013
Citi  July 2010 - June 2012
Morgan Stanley Investment Management   July 2008 - June 2010
Columbia University  September 2004 - June 2008
Goldman Sachs Asset Management  June 2005 - August 2006

Skills
Education, Non-profits, Strategic Planning, Data Analysis, Financial Modeling, Valuation, Due Diligence, Marketing Strategy, Marketing Communications, College Football, Marketing, Financial Analysis, Spanish, Competitive Analysis, Recruiting, Legal Writing, Legal Research, Nonprofits, Research

Education
Harvard Law School   2013 — 2016
Juris Doctorate (J.D.)

Columbia University in the City of New York   2004 — 2008
Bachelor of Arts (B.A.), Biology

Gladys Chang Gladys Chang Greater New York City Area Details
Gladys Chang's Morgan Stanley Investment Management Experience October 2014 - Present
Job Vice President, Morgan Stanley Investment Management
Industry Law Practice
Experience
Morgan Stanley Investment Management   October 2014 - Present
Sidley Austin  September 2006 - September 2014

Skills
Hedge Funds, Securities, Alternative Investments, Structured Finance, Capital Markets, Securities Regulation, Corporate Law, Equity Research

Education
Fordham University School of Law   2003 — 2006
JD

Columbia University in the City of New York   1999 — 2003
BA, Political Science - Economics

Jeramiah Poff Jeramiah Poff Daytona Beach, Florida Area Details
Jeramiah Poff's Morgan Stanley Investment Management Experience May 2012 - August 2012
Job Manager at uBreakiFix Ormond Beach Florida
Industry Higher Education
Experience
uBreakiFix  August 2015 - Present
Embry-Riddle Aeronautical University  October 2014 - Present
Barrister Global Services Network  March 2014 - Present
Daytona State College  January 2015 - May 2015
Embry-Riddle Aeronautical University  August 2013 - December 2013
Embry-Riddle Aeronautical University  August 2010 - May 2013
Morgan Stanley Investment Management   May 2012 - August 2012
Embry-Riddle Aeronautical University  July 2010 - May 2011
United States Air Force  May 2002 - May 2008
Office of the Secretary of Defense  December 2006 - March 2007

Skills
Network Administration, Python, HTML, Java, Leadership, Public Speaking, Training, Microsoft Office, Management, Analysis, Program Management, Leadership Development, Aerospace, Critical Thinking, DoD, Data Analysis, Team Management, Event Planning, Team Leadership, Teamwork, Fundraising, Marketing, Proposal Writing, Outlook, Logistics, Military Operations, Security Clearance, Research, Strategic Planning, Process Improvement, Project Planning, Organizational..., Higher Education, Non-profits, Editing, Teaching, Data Entry, Systems Engineering, Program Development, Writing, International Relations, Sales, Problem Solving, Organizational..., Cross-functional Team..., Marketing Communications, Crisis Management, Dispatching, Operational Planning, Computer Hardware...

Education
Daytona State College   2015 — 2016
Bachelor's Degree, Information Technology

Embry-Riddle Aeronautical University   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Embry-Riddle Aeronautical University   2009 — 2013
Bachelor’s Degree, Aeronautics

Community College of the Air Force   2006 — 2008
AAS, Applied Science

Mathies Airmen Leadership School   2006 — 2006
(PME), Professional Military Education

Spencer Cromwell Spencer Cromwell New York, New York Details
Spencer Cromwell's Morgan Stanley Investment Management Experience July 2014 - Present
Job Associate at Morgan Stanley Investment Management and CoFounder at Project EPIC
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2014 - Present
Morgan Stanley Wealth Management  June 2012 - June 2014
Morgan Stanley  June 2011 - August 2011
PartnerRe  May 2010 - August 2010
PartnerRe  May 2009 - August 2009
Renaissance Capital  May 2008 - August 2008

Skills
Financial Services, Finance, Strategy, Business Strategy, Analytics, Business Analytics, Data Analysis, Microsoft Excel, Series 7, Series 63, Bloomberg

Education
Columbia University in the City of New York   2014 — 2015
Business Certificate Program, Finance (GPA 4.0)

Yale University   2008 — 2012
Bachelor of Arts (B.A.), Psychology (GPA 3.73)

Riverdale Country School   2004 — 2008
High School Diploma, Cum Laude (GPA 3.80)

Benjamin Carlstead, CFP® Benjamin Carlstead, CFP® Chicago, Illinois Details
Benjamin Carlstead, CFP®'s Morgan Stanley Investment Management Experience July 2005 - April 2006
Job Associate Vice President at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  January 2015 - Present
Bessemer Trust  May 2011 - January 2015
Bessemer Trust  April 2007 - May 2011
Northern Trust  April 2006 - April 2007
Morgan Stanley Investment Management   July 2005 - April 2006

Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Finance, Management, Investment Advisory, Wealth Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

University of Colorado at Boulder - Leeds School of Business   2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

Institute of Italian Studies, Florence, Italy   2004 — 2004
Bachelor of Science (B.S.), International Business

Eberechi Ihezie Eberechi Ihezie Greater New York City Area Details
Eberechi Ihezie's Morgan Stanley Investment Management Experience June 2014 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   June 2014 - Present
Columbia University  August 2012 - May 2014
Morgan Stanley Investment Management   June 2013 - August 2013
CIT  June 2012 - October 2012
Columbia University  October 2011 - May 2012
University of Maryland  December 2010 - August 2011

Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Oratory, Budgets, Qualitative Research, Policy

Education
Columbia University in the City of New York   2011 — 2014
Bachelor of Arts, Political Science

University of Maryland - Robert H. Smith School of Business   2010 — 2011
Government & Politics, Marketing

Jennifer (Lester) Ashlock Jennifer (Lester) Ashlock Kansas City, Missouri Area Details
Jennifer (Lester) Ashlock's Morgan Stanley Investment Management Experience March 2005 - January 2008
Job Director, Marketing at Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors  January 2014 - Present
New York Stock Exchange  January 2008 - December 2013
Morgan Stanley Investment Management   March 2005 - January 2008
Van Kampen Investments  October 1999 - March 2005

Skills
Financial Markets, Hedge Funds, Series 7, Budget Management, New Business Development, Budgets, Advertising, Asset Managment, Capital Markets, Marketing, Sales, Equities, Asset Management, Alternative Investments, Investments, Series 63, Investor Relations, Mutual Funds, Electronic Trading, Securities, Morningstar, Fixed Income, Options, Asset Allocation, Trading, Trading Systems, Financial Services, Derivatives, Bloomberg, Investment Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2002 — 2004
MBA, Marketing

Michigan State University   1993 — 1997
BA, Finance

James Hartman James Hartman Phoenix, Arizona Area Details
James Hartman's Morgan Stanley Investment Management Experience October 2001 - May 2004
Job Business Development Officer, Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab, Advisor Services  January 2008 - Present
Morgan Stanley Investment Management   October 2001 - May 2004
Vanguard Group of Investment Companies  January 1995 - September 2001

Skills
Investments, Sales, Mutual Funds, Finance, CRM, Strategy, Portfolio Management, Business Development, Management, Leadership, Marketing, Email Marketing, Analysis, Equities, Online Advertising

Education
Drexel University   1998 — 2000
MBA, Financial Management

Indiana University of Pennsylvania   1989 — 1994
B.S., Management, Accounting, Economics

Sabrina Chaudhury Sabrina Chaudhury New York, New York Details
Sabrina Chaudhury's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Associate at Bregal Partners
Industry Venture Capital & Private Equity
Experience
Bregal Partners  July 2012 - June 2015
UBS Investment Bank  May 2009 - June 2012
UBS Investment Bank  June 2008 - August 2008
Morgan Stanley Investment Management   June 2007 - August 2007

Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Private Equity, LBO, Corporate Finance, DCF, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Strategy, Leveraged Finance, Equities, Market Research

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.), Entreprenuerial Management

Duke University   2005 — 2009
BA, Economics, Chemistry

Westlake High School   2001 — 2005

Monica O'Kane Monica O'Kane Greater Philadelphia Area Details
Monica O'Kane's Morgan Stanley Investment Management Experience September 2008 - November 2009
Job Assistant Vice President IMS Client Service at State Street
Industry Financial Services
Experience
State Street  April 2015 - Present
State Street  March 2013 - Present
State Street  November 2009 - Present
Morgan Stanley Investment Management   September 2008 - November 2009
State Street  August 2007 - September 2008

Skills
Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Investments, Bloomberg, Emerging Markets, Securities, Financial Services

Education
Villanova University   2010 — 2013
Master of Business Administration (MBA), Strategic Management, International Business

Drexel University   2003 — 2007
BS, Business Administration

Paul Klug Paul Klug Greater New York City Area Details
Paul Klug's Morgan Stanley Investment Management Experience March 1999 - December 2003
Job Global Managing Director, Content & Analytics at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters  July 2012 - Present
Thomson Reuters  January 2012 - July 2012
Thomson Reuters  June 2011 - January 2012
ING Investment Management  2009 - 2011
Deutsche Bank Mauritius   April 2009 - September 2009
Deutsche Asset Management  March 2007 - March 2009
Morgan Stanley  January 2004 - February 2007
Morgan Stanley Investment Management   March 1999 - December 2003
Morgan Stanley Investment Management   June 1997 - February 1999
Goldman Sachs  1994 - 1997

Skills
Asset Management, Investments, Banking, Hedge Funds, Alternative Investments, Mutual Funds, Securities, Private Equity, Asset Managment, Equities, Investment Strategies, Capital Markets, Financial Markets, Risk Management, Asset Allocation, Portfolio Management, Financial Services, Investment Management, Wealth Management, Business Development, Derivatives, Funding, Private Banking, Fixed Income, Electronic Trading

Education
University of Pennsylvania - The Wharton School   1975 — 1977
Master of Business Administration (MBA)

Cornell University   1969 — 1973
MS Engr, Operations Research

Larry Cecil Larry Cecil Greater Chicago Area Details
Larry Cecil's Morgan Stanley Investment Management Experience January 2001 - June 2010
Job Senior Consultant at Golub Capital
Industry Venture Capital & Private Equity
Experience
Golub Capital  November 2013 - Present
Emerald Ventures, Inc.   January 2013 - September 2013
Renovo Services, LLC  January 2011 - December 2012
Nuveen Investments  September 2010 - January 2011
Morgan Stanley Investment Management   January 2001 - June 2010
Van Kampen Investments  June 1996 - January 2001
First Chicago  1981 - 1996

Skills
Relationship Management, Strategic Planning, Business Development, Mergers, Change Management, Program Management, Vendor Management, Business Strategy, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., SaaS, Strategy, CRM, Mergers & Acquisitions, Online Marketing, Marketing, Business Intelligence, Enterprise Software, Financial Services, Leadership, Salesforce.com, SDLC, Morningstar, Team Leadership, Consulting, Executive Management, Management, Integration, Analytics, Databases, Process Improvement, Risk Management, Business Process..., Information Technology, Project Portfolio..., Outsourcing

Education
Saint Xavier University   2002 — 2004
MBA, Marketing

DePaul University   1998 — 2001
BA, Information Systems

Cynthia Meyn Cynthia Meyn Greater New York City Area Details
Cynthia Meyn's Morgan Stanley Investment Management Experience July 2006 - May 2008
Job Executive Vice President, Operations at PIMCO
Industry Investment Management
Experience
PIMCO  August 2008 - Present
Morgan Stanley Investment Management   July 2006 - May 2008
AllianceBernstein  February 2000 - June 2006
Cantor Fitzgerald  July 1998 - November 1999
Fuji Capital Markets Corporation   April 1993 - April 1998
Lehman Brothers  January 1992 - January 1993
Morgan Stanley  May 1985 - January 1992

Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships

Education
Duke University - The Fuqua School of Business   2008 — 2010
MBA

Smith College   1982 — 1986
BA, Philosophy

Walnut HIls High School

L Teal Emery L Teal Emery Greater New York City Area Details
L Teal Emery's Morgan Stanley Investment Management Experience April 2013 - Present
Job Emerging Markets Fixed Income Research Analyst at Morgan Stanley Investment Management
Industry International Affairs
Experience
Morgan Stanley Investment Management   April 2013 - Present
Eurasia Group  January 2013 - April 2013
Morgan Stanley  October 2012 - March 2013
US Treasury  June 2012 - August 2012
Cleary Gottlieb Steen & Hamilton LLP  April 2008 - August 2011
Cleary Gottlieb Steen & Hamilton LLP  February 2007 - April 2008

Skills
Capital Markets, Policy Analysis, Risk Management, International Relations, Research, Public Policy, Finance, Stata, International Economics, Corporate Law, Data Analysis, Microsoft Excel, Government, Spanish, Public Speaking, Policy, Editing, Bloomberg, Social Media, Pilot Projects, R

Education
Columbia University - School of International and Public Affairs   2011 — 2013
M.I.A., International Finance & Economic Policy (IFEP); Advanced Policy & Economic Analysis (APEA)

Hampshire College   2002 — 2006
B.A., Political Economy, Latin American Studies

Phillip Krause Phillip Krause Miami/Fort Lauderdale Area Details
Phillip Krause's Morgan Stanley Investment Management Experience May 2005 - August 2006
Job Principal of Krause Capital, Inc.
Industry Investment Management
Experience
Krause Capital, Inc.   September 2008 - Present
Raymond James Financial Inc.  August 2008 - March 2009
Ameriprise Financial Services, Inc.   September 2006 - August 2008
Morgan Stanley Investment Management   May 2005 - August 2006

Skills
Investments, Wealth Management, Asset Allocation, Bonds, Portfolio Management, Financial Services, Strategic Financial..., Financial Advisory, Financial Analysis, Insurance Brokerage, Series 7

Education
Harvard Law School   2015 — 2015
Executive Program on Negotiation and Leadership, Law

University of Miami - School of Business   2011 — 2012
Executive CERTIFIED FINANCIAL PLANNER^TM Certificate Program

Cornell University Graduate School   2011 — 2011
Executive Certificate, Financial Management

Rhodes College   2002 — 2006
Bachelors, History

Universidad de Salamanca   2005 — 2005
International/Global Studies

Ashleigh Pinnell Ashleigh Pinnell Greater New York City Area Details
Ashleigh Pinnell's Morgan Stanley Investment Management Experience January 2011 - July 2012
Job Vice President, Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley  August 2013 - Present
D. E. Shaw & Co.   March 2013 - July 2013
Morgan Stanley  January 2013 - March 2013
Morgan Stanley Investment Management   January 2011 - July 2012
Morgan Stanley Investment Management   December 2008 - December 2010
Morgan Stanley  October 2007 - December 2008
Morgan Stanley  June 2006 - August 2006
Gevity HR  June 2005 - August 2005
MTV Networks  June 2004 - August 2004

Skills
Succession Planning, Project Planning, Employee Relations, Employee Counseling, Business Strategy, Employment Law, Strategy

Education
London School of Economics and Political Science   2006 — 2007
MSc with Distinction, International Employment Relations and HRM

Cornell University   2002 — 2006
BS with Honors, Industrial and Labor Relations

Universidad de Sevilla   2005 — 2005
Semester Abroad, Business

Weston High School

Yi (Elaine) Li, CAIA Yi (Elaine) Li, CAIA Greater New York City Area Details
Yi (Elaine) Li, CAIA's Morgan Stanley Investment Management Experience June 2011 - November 2013
Job Global Investment Professional
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2011 - November 2013
AllianceBernstein  August 2010 - June 2011
The Ford Foundation, Investment Division   June 2010 - July 2010
Quantitative Management Associates LLC  June 2009 - December 2009
NEC  May 2008 - August 2008
Knowledge Discovery and Data Mining (KDD) Cup (Netflix Prize)   May 2007 - August 2007
Chinese Academy of Sciences  July 2005 - July 2007
National Laboratory of Pattern Recognition   May 2003 - August 2003
Tsinghua University  June 2002 - February 2003

Skills
FactSet, Bloomberg, Financial Engineering, Corporate Finance, SAS, VBA, SQL, Matlab, c++, Risk Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Derivatives, Portfolio Management, C++, Quantitative Analytics, Algorithms, Valuation, Monte Carlo Simulation, Asset Management, Capital Markets, Bloomberg Terminal, Quantitative Finance, Portfolio Optimization, Options, R, Statistics

Education
Columbia University in the City of New York   2008 — 2010
Master, Operations Research, Financial Engineering

Chinese Academy of Sciences   2004 — 2007
Master, Computer Science

Tsinghua University   2000 — 2004
Bachelor, Automation (Control Theory, Electrical Engineering & Computer Science)

Nankai High School   1997 — 2000
Elite Program, Olympiad Class

David McClendon David McClendon Greater New York City Area Details
David McClendon's Morgan Stanley Investment Management Experience 1998 - 2002
Job Account Manager @ CITCO
Industry Financial Services
Experience
Citco Fund Services  September 2009 - Present
ING Investment Management  March 2009 - August 2009
GlobeOp Financial Services  2002 - 2008
Morgan Stanley Investment Management   1998 - 2002
JPMorgan Chase  1993 - 1998

Skills
Fund Accounting, Fixed Income

Education
Connecticut College   1989 — 1993
BA, Economics

Karen Igler Karen Igler United States Details
Karen Igler's Morgan Stanley Investment Management Experience 1997 - 2007
Job USIS Financial Institutions Distribution at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  February 2007 - Present
T. Rowe Price  February 2007 - Present
Morgan Stanley Investment Management   1997 - 2007
Morgan Stanley Investment Management   1997 - 2007

Skills
FINRA Series 7 and 24..., Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Account Management, Investments, Cross-functional Team..., Strategic Partnerships, Business Strategy, Sales Management, Relationship Building

Education
Duke University
Bachelor's Degree, Economics

Duke University
Economics

Daniel Larsen Daniel Larsen New Rochelle, New York Details
Daniel Larsen's Morgan Stanley Investment Management Experience March 2007 - November 2009
Job MBA Candidate at Cornell University S.C. Johnson Graduate School of Management | Class of 2015
Industry Financial Services
Experience
Citi  August 2015 - Present
Citi  June 2014 - August 2014
State Street  November 2009 - July 2013
Morgan Stanley Investment Management   March 2007 - November 2009
Konica Minolta Business Solutions U.S.A., Inc.   April 2006 - March 2007

Skills
Microsoft Excel, Account Management, Mutual Funds, Cash Flow, Business Analysis, Data Analysis, Risk Management, Microsoft Office, Team Leadership, Financial Modeling, Corporate Finance, Finance, Sales, Investment Management, Relationship Management

Education
Cornell University - Johnson Graduate School of Management   2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Iona College
Bachelor of Science (BS), Business Administration and Management, General

Mamaroneck High School
High School

William Schuh William Schuh New York, New York Details
William Schuh's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Trader
Industry Financial Services
Experience
Hedge Fund  January 2013 - Present
Macquarie Securities Group   February 2010 - June 2012
Housing Solutions, Inc   September 2008 - July 2009
Morgan Stanley  May 2008 - August 2008
Morgan Stanley Investment Management   June 2007 - August 2007
Morgan Stanley Investment Management   June 2006 - August 2006
Western Farm Service  June 2005 - August 2005

Skills
Investments, Trading, Finance, Valuation, Financial Analysis, Equities, Database Administration, Bloomberg Terminal, Microsoft Office, CRM

Education
Cornell University   2005 — 2009
Dyson School of Applied Economics & Manangement, Finance

American University of Dubai   2008 — 2008

Stephanie Sersen Stephanie Sersen Greater Philadelphia Area Details
Stephanie Sersen's Morgan Stanley Investment Management Experience September 2008 - February 2010
Job Project Controller Manager at Deloitte
Industry Financial Services
Experience
Deloitte Consulting  December 2010 - Present
SunGard Availability Services  February 2010 - November 2010
Morgan Stanley Investment Management   September 2008 - February 2010
Morgan Stanley  September 2005 - September 2008

Skills
Financial Structuring, Equities, Financial Analysis, Corporate Finance, Financial Accounting, Risk Management, Cost Accounting, Accounting, Due Diligence, Forecasting, Derivatives, Process Improvement, Fixed Income, Account Reconciliation, Finance, Financial Modeling, Financial Services, Management

Education
East Carolina University   2003 — 2005
B.S. Business Admin, Finance

Villanova University
Accounting

Caroline Constable Caroline Constable New York, New York Details
Caroline Constable's Morgan Stanley Investment Management Experience June 2012 - March 2013
Job Marketing and Promotions Manager at Chloe + Isabel Inc.
Industry Consumer Services
Experience
37 Angels  June 2015 - Present
Chloe + Isabel Inc.   June 2015 - Present
Balance, LLC   March 2013 - June 2015
Basin Systems   March 2013 - December 2013
Morgan Stanley Investment Management   June 2012 - March 2013
Arbiter Partners   June 2011 - July 2011
Highview Advisors LLC   June 2010 - July 2010

Skills
Data Analytics, SEO, Social Media Marketing, Research, Competitive Analysis, Bloomberg, Spanish, Risk Management, Microsoft Office, Microsoft Excel, Financial Modeling, Fixed Income, Non-profits, Social Media, Product Development, PowerPoint, Valuation, Fundraising, Nonprofits

Education
Columbia University in the City of New York
Political Science, International Relations

Episcopal Academy   2004 — 2008

Alexander E. Yaggy, CFA Alexander E. Yaggy, CFA Greater New York City Area Details
Alexander E. Yaggy, CFA's Morgan Stanley Investment Management Experience July 2004 - May 2010
Job Portfolio Manager at Cortina Asset Management
Industry Financial Services
Experience
Cortina Asset Management   May 2011 - Present
Invesco Ltd.  June 2010 - July 2010
Morgan Stanley Investment Management   July 2004 - May 2010
Neuberger Berman  September 1996 - June 2004
International Education Services, Tokyo Japan   October 1995 - August 1996
Legg Mason  January 1994 - August 1995

Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Asset Allocation, Fixed Income, Series 7, Portfolio Management

Education
Drew University   1989 — 1993
Bachelor of Arts, History

Gilman School   1983 — 1989

Chartered Financial Analyst

Carol Neilson Carol Neilson Greater Philadelphia Area Details
Carol Neilson's Morgan Stanley Investment Management Experience December 1994 - December 2004
Job Relationship Manager
Industry Investment Management
Experience
Temple University  March 2013 - Present
CN Consulting  April 2012 - February 2013
Citizens Bank  January 2010 - April 2012
Morgan Stanley  December 2004 - February 2008
Van Kampen Funds  December 2004 - February 2008
Morgan Stanley Investment Management   December 1994 - December 2004

Skills
New Business Development, Sales, Business Relationship..., Relationship Management, Superior Client Service, Management, Staff Development, Mutual Funds, Defined Contribution, 401k, CRM, Endowment Funds, Financial Analysis, Financial Services, Finance, Project Management, Client Services, Banking, Planned Giving, Asset Management, Risk Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Wealth Management, Mortgage Marketing

Education
Williams College
BA, Political Science & French

Drexel University - College of Business and Administration
MBA, Finance & Tax

Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - 2012

Villanova University and AFP
Fundamentals of Fundraising - 2009

Temple University - Fox School of Business and Management

James Solloway, CFA James Solloway, CFA Princeton Junction, New Jersey Details
James Solloway, CFA's Morgan Stanley Investment Management Experience 1998 - 2008
Job Senior Portfolio Strategist at SEI Investments
Industry Investment Management
Experience
SEI Investments  2009 - Present
Morgan Stanley Investment Management   1998 - 2008
Barnett   1997 - 1998
Argus Research Corp.   1980 - 1997

Skills
Portfolio Management, Equities, Financial Services, Fixed Income, Investment Banking, Financial Modeling, Asset Allocation, Asset Managment, Investment Management, Capital Markets, Strategy, Valuation, Investment Strategies, Management, Derivatives, Mutual Funds, Investments, Corporate Finance, Series 63, Equity Valuation, Alternative Investments, Hedge Funds, Securities, Bloomberg, Investment Advisory, Fund Of Funds, Leadership, Private Equity, Analytics, Options, Trading, Series 7, Asset Management, Financial Analysis, Institutional..., Equity Research, Financial Markets, Wealth Management, ETFs, Research

Education
Columbia University in the City of New York
B.A., cum laude, Economics

New York University - Leonard N. Stern School of Business
MBA, Economics and Finance

Regis High School

Louis Donato Louis Donato Greater Boston Area Details
Louis Donato's Morgan Stanley Investment Management Experience December 2007 - April 2009
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company  September 2014 - Present
NYLIFE Securities LLC  December 2014 - Present
Trilogy Financial Services  September 2012 - September 2014
Morgan Stanley Investment Management   December 2007 - April 2009
Morgan Stanley Smith Barney  1986 - 1992

Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies

Education
CUNY Bronx Community College   1980 — 1984

Scott Reid Griffith, MBA Scott Reid Griffith, MBA Jacksonville, Florida Area Details
Scott Reid Griffith, MBA's Morgan Stanley Investment Management Experience March 2013 - September 2013
Job Financial Services Representative
Industry Financial Services
Experience
Bank of America  September 2013 - May 2014
Morgan Stanley Investment Management   March 2013 - September 2013
Marcus & Millichap  August 2012 - February 2013
Sea Star Line  July 2008 - May 2009

Skills
Management, Strategy, Strategic Planning, Business Development, Team Building, Forecasting, Public Speaking, Sales, Social Media, Budgets, Negotiation, Leadership, Microsoft Office, PowerPoint, B2B, Microsoft Excel, Competitive Analysis, Investments, Customer Service, Finance, Time Management, Training, Financial Analysis, Marketing, Analysis, Contract Negotiation, Market Research, New Business Development

Education
EDHEC Business School   2012 — 2012
IMBA- Semester abroad, International Masters in business administration at Lille, France and Nice, France campuses

Florida International University - College of Business Administration   2011 — 2012
IMBA, International Business

Jacksonville University   2007 — 2009
International Business, B.A. Business Administration

The University of Georgia   2003 — 2007
International Affairs, International Affairs

Georgetown Preparatory School   1999 — 2003
HS Diploma, Oldest Jesuit High school in America.

Elena Svitavsky Elena Svitavsky Greater New York City Area Details
Elena Svitavsky's Morgan Stanley Investment Management Experience September 1996 - February 2003
Job Financial Communications Professional
Industry Writing and Editing
Experience
Purcell Communications   2009 - Present
Independent  January 2003 - Present
Second Wind Fund, Inc.   2009 - 2011
Morgan Stanley Investment Management   September 1996 - February 2003
Morgan Stanley Investment Management   January 2000 - January 2003
Morgan Stanley Investment Management   October 1996 - January 2003
University of California  1996 - 1996
DesignARC Inc   January 1994 - January 1995

Skills
Writing, Editing, Investment Management, Asset Management, Research, Equities, Investments, Corporate Communications, Non-profits, Marketing, Portfolio Management, Marketing Communications, Series 7, Series 63, Grant Writing, Public Relations, Financial Services

Education
New York University - Leonard N. Stern School of Business   1998 — 2001
Master of Business Administration, Finance & Marketing

Cornell University   1990 — 1994
Bachelor of Arts (BA), Government & Russian/East European Studies

Laura Kirkpatrick Laura Kirkpatrick Greater Philadelphia Area Details
Laura Kirkpatrick's Morgan Stanley Investment Management Experience September 1994 - November 1996
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  April 2012 - Present
Verdis Investment Management  January 2009 - February 2011
DuPont Capital Management  April 2007 - January 2009
Delaware Investments  February 2005 - April 2007
Brandywine Global Investment Management  November 1996 - February 2005
Morgan Stanley Investment Management   September 1994 - November 1996
JP Morgan Securities  July 1993 - September 1994
Meridian Bank  September 1986 - August 1991

Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA, Finance

Dickinson College   1982 — 1986
BA, Economics, German

Christine Song, CFA Christine Song, CFA Washington, District Of Columbia Details
Christine Song, CFA's Morgan Stanley Investment Management Experience 2001 - 2003
Job Investment Management Professional
Industry Investment Management
Experience
Management CV   April 2012 - Present
Songbird Asset Management, LLC   January 2011 - Present
Daruma Capital Management, LLC  March 2006 - June 2010
Chartwell Investment Partners  2005 - 2006
Parnassus Investments  2004 - 2004
Morgan Stanley Investment Management   2001 - 2003

Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Portfolio Management, Private Equity, Investments, Due Diligence, Financial Analysis, Mutual Funds, Risk Management, Strategy, Competitive Analysis, DCF, Forecasting, Analysis, Equity Research, Asset Management, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Business Valuation, Finance, Capital Markets, Corporate Finance

Education
Cornell University - S.C. Johnson Graduate School of Management   2003 — 2005
Master of Business Administration

Cornell University   1990 — 1994
Bachelor of Arts

Anthony LaBarbera Anthony LaBarbera Greater Philadelphia Area Details
Anthony LaBarbera's Morgan Stanley Investment Management Experience October 2013 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2013 - Present
BlackRock  February 1995 - October 2013
Merrill Lynch  2004 - 2005

Skills
Middle Office, Fund Accounting, Securities Lending, Hedge Funds, Corporate Actions, Mutual Funds, Fixed Income, Equities, Alternative Investments, Back Office, Derivatives, Securities, Asset Management, Capital Markets, Bonds, ETFs, Swaps, Investment Management, Prime Brokerage, Trading Systems, Options, FX Options, Equity Derivatives, Credit Derivatives, Settlement, Interest Rate..., Collateral Management, Operational Risk..., Valuation, CDS, Bloomberg, Structured Products

Education
Northeastern University - Graduate School of Business Administration   2012 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship

SBHS

University of Phoenix
Bachelor of Science, Accounting

Olakunle Olawoye Olakunle Olawoye New York, New York Details
Olakunle Olawoye's Morgan Stanley Investment Management Experience June 2009 - March 2010
Job Financial Analyst
Industry Banking
Experience
Depfa Bank  March 2010 - July 2015
Morgan Stanley Investment Management   June 2009 - March 2010
Goldman Sachs, Tax Department   June 2007 - August 2007

Skills
Bloomberg, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Fixed Income, Investments, Investment Banking, Portfolio Management, Structured Finance, Valuation

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA)

Cornell University   2007 — 2009
Masters Degree, Finance; Fiscal Policy Sept

Cornell University   2004 — 2007
Bachelors Degree, Policy Analysis and Management

Mario Favetta Mario Favetta Greater New York City Area Details
Mario Favetta's Morgan Stanley Investment Management Experience 2004 - 2007
Job Asset Management Head of Marketing and Product
Industry Financial Services
Experience
Mirae Asset Global Investments  September 2015 - Present
Cohen & Steers  July 2012 - Present
Mirae Asset Global Investments (USA) LLC   June 2010 - July 2012
Essex Policy Communications Group   November 2008 - June 2010
Nuveen  August 2007 - November 2008
Morgan Stanley Investment Management   2004 - 2007
Lord Abbett  2002 - 2003
CIBC World Markets  2000 - 2001
SunGard Data Systems, Inc.   February 2000 - October 2000

Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management

Education
New York University - Leonard N. Stern School of Business   2004 — 2007
MBA, Corporate Finance

Columbia University in the City of New York   1994 — 1998
BA, English

Debra Greening Debra Greening Naperville, Illinois Details
Debra Greening's Morgan Stanley Investment Management Experience
Job Business Professional at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  

Skills
Investments, Customer Service, Equities, Portfolio Management, Management, Strategic Planning, Budgets, Leadership, Marketing, Microsoft Office, Sales, Series 7, Microsoft Excel, Business Development, PowerPoint, Project Management

Education
DePaul University

Robert Morris University - Illinois

Anuja Kapri Anuja Kapri Philadelphia, Pennsylvania Details
Anuja Kapri's Morgan Stanley Investment Management Experience April 2012 - September 2012
Job Reinsurance Analyst at ACE Group
Industry Investment Management
Experience
ACE Group  April 2013 - September 2013
Morgan Stanley Investment Management   April 2012 - September 2012
Gucci  April 2011 - July 2011

Skills
Microsoft Excel, PowerPoint, Management, Data Analysis, Marketing, Financial Analysis, Adobe Creative Suite, Time Management, Microsoft Office, Finance, Analysis

Education
Drexel University   2009 — 2014
Finance, International Business and Design and Merchandising

Jain International Residential School
IGCSE, A-level

Barry Rosenberg, CFA Barry Rosenberg, CFA Greater New York City Area Details
Barry Rosenberg, CFA's Morgan Stanley Investment Management Experience June 2006 - August 2006
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock  April 2015 - Present
BlackRock  September 2014 - Present
BlackRock  October 2012 - September 2014
BlackRock  January 2010 - September 2012
BlackRock  July 2007 - December 2009
Morgan Stanley Investment Management   June 2006 - August 2006

Skills
Fixed Income, Valuation, Capital Markets, Structured Products, SQL, Risk Analytics, Microsoft Excel, Financial Institutions, R, Apache Pig, Stress Testing, Unix

Education
Cornell University   2003 — 2007
B.S., Operations Research & Industrial Engineering

Lucia Waterman Lucia Waterman Nashville, Tennessee Details
Lucia Waterman's Morgan Stanley Investment Management Experience August 2012 - June 2014
Job MBA Candidate 2016 at Vanderbilt Owen Graduate School of Management
Industry Human Resources
Experience
Vanderbilt Owen Graduate School of Management  August 2014 - Present
GE Capital  June 2015 - August 2015
Morgan Stanley Investment Management   August 2012 - June 2014
Morgan Stanley Investment Management   March 2011 - August 2012

Education
Davidson College   2003 — 2007

Vanderbilt University - Owen Graduate School of Management

Vanderbilt University - Owen Graduate School of Management

KC (Kristofor) Peterson KC (Kristofor) Peterson Greater New York City Area Details
KC (Kristofor) Peterson's Morgan Stanley Investment Management Experience May 2005 - August 2005
Job Underwriter at Pillar Finance
Industry Financial Services
Experience
Pillar Finance   October 2013 - Present
Metropolitan Funding Corp  June 2012 - September 2013
Investment Technology Group, Inc.   November 2011 - June 2012
Tradeweb  November 2009 - October 2011
KLS, Professional Advisors (Private Wealth Management)   June 2008 - October 2009
Evaluation Associates  December 2007 - June 2008
Nestle Waters  October 2007 - November 2007
Sage Financial Group  May 2006 - August 2006
Morgan Stanley Investment Management   May 2005 - August 2005

Skills
Portfolio Management, Valuation, Trading, Bloomberg, Fixed Income, Investments, Asset Management, Finance, Mortgage Underwriting, Loan Origination, Deal Structuring, Bonds, Financial Analysis, Financial Modeling, Equities, Loans, Funding, Capital Markets

Education
Haverford College   2003 — 2007
Bachelor of Arts, Economics Diploma

Deerfield Academy   2001 — 2003

Rick L Smith Rick L Smith Jacksonville, Florida Details
Rick L Smith's Morgan Stanley Investment Management Experience September 2004 - August 2010
Job Investment Advisor, TD Private Client Wealth LLC
Industry Investment Management
Experience
TD  February 2010 - Present
TD  January 2010 - Present
Morgan Stanley Investment Management   September 2004 - August 2010
UBS Investment Bank  April 1998 - July 2004

Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Credit Risk, Lines Of Credit, Risk Management, Wealth Management, Capital Markets, Fixed Income, Financial Risk, Investments, Relationship Management

Education
Florida State University   1986 — 1989
International Business

Duke University   1984 — 1985
Undergraduate Work

Kristy Watson Kristy Watson Charleston, West Virginia Details
Kristy Watson's Morgan Stanley Investment Management Experience February 1994 - April 2001
Job Former Chief Investment Officer at West Virginia Investment Management Board
Industry Investment Management
Experience
West Virginia Investment Management Board   February 2003 - August 2014
West Virginia Investment Management Board   April 2001 - February 2003
Morgan Stanley Investment Management   February 1994 - April 2001
Zurich Scudder Investments  July 1992 - February 1994

Skills
Asset Allocation, Investment Management, Investments, Chartered Financial..., Pension Funds, Financial Modeling

Education
Drake University   1988 — 1992
Bachelor of Science (BS), Finance, General

Sumner Academy

Sumner Academy

Nick Pena Nick Pena New York, New York Details
Nick Pena's Morgan Stanley Investment Management Experience 2012 - 2014
Job Vice President at Trimaran Capital Partners
Industry Investment Management
Experience
Morgan Stanley Investment Management   2012 - 2014
Wellington Management  June 2011 - September 2011
Trimaran Capital Partners / Trian Fund Management   2006 - 2010

Skills
Valuation, Financial Modeling, Fixed Income Research, Fixed Income Trading, Credit Trading, Relative Value, Equity Trading, Portfolio Management, Investment Strategies, Capital Structure, Distressed Debt, Fixed Income Analysis, Due Diligence, Fixed Income, Investments, Trading, Equities, Hedge Funds, Bloomberg, Mutual Funds, Finance

Education
Brookline High School

Columbia University in the City of New York
B.A.

Massachusetts Institute of Technology
MBA, Investment Management, Applied Statistics, System Dynamics

Albert Stern Albert Stern Pittsfield, Massachusetts Details
Albert Stern's Morgan Stanley Investment Management Experience 2010 - 2011
Job Editor at Jewish Federation of the Berkshires
Industry Newspapers
Experience
Jewish Federation of the Berkshires   September 2014 - Present
BNP Paribas  2011 - November 2014
Morgan Stanley Investment Management   2010 - 2011
The Depository Trust & Clearing Corporation  1999 - 2007

Skills
Editing, Content Management, Copy Editing, Teaching, Technical Writing, Creative Writing, Publishing, Newsletters, Books, Journalism, Content Development, Press Releases, Copywriting, Blogging, Social Networking

Education
Columbia University in the City of New York   1982 — 1984
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies

Jeff Rosen Jeff Rosen Greater New York City Area Details
Jeff Rosen's Morgan Stanley Investment Management Experience 1996 - April 2010
Job at Societe Generale
Industry Financial Services
Experience
Societe Generale  October 2010 - Present
Seymour Street Partners/Wellmont Partners   August 2010 - Present
Morgan Stanley  January 1996 - April 2010
Morgan Stanley Investment Management   1996 - April 2010
AT&T  1988 - 1996

Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking, Series 7, Series 63, Asset Managment, Investment Management, Investments, Options, Securities, Mutual Funds, Bloomberg, Portfolio Management, Derivatives

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, MS

Casey Huser Casey Huser Greater New York City Area Details
Casey Huser's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Senior Account Manager at Intent Media Inc.
Industry Marketing and Advertising
Experience
Intent Media Inc.  July 2013 - Present
Digitas  May 2012 - July 2013
Digitas  October 2010 - May 2012
Digitas  July 2009 - October 2010
Grey Group  June 2008 - August 2008
Morgan Stanley Investment Management   June 2007 - August 2007

Skills
Google Adwords..., MSN AdCenter, Kenshoo, Omniture, SearchCenter, Experian Hitwise, Microsoft Office, Microsoft Excel, PowerPoint, Online Advertising, PPC, comScore, Digital Strategy, Digital Marketing, Paid Search Strategy, Paid Search Campaigns, Digital Media, SEM, Account Management

Education
Duke University   2005 — 2009
B.A., History, Economics

The Pingry School   2001 — 2005

Eddie Ramos, CFA Eddie Ramos, CFA Greater New York City Area Details
Eddie Ramos, CFA's Morgan Stanley Investment Management Experience 2005 - 2010
Job Chief Investment Officer and Lead Portfolio Manager Global Fundamental Equities, Executive Leadership Team
Industry Financial Services
Experience
Cornerstone Capital Management  2011 - Present
Morgan Stanley Investment Management   2005 - 2010
Brown Capital Management  1998 - 2005
Templeton Investment Counsel   1993 - 1998

Skills
Equities, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Asset Management

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Finance, Accounting, International Business

Lehigh University   1985 — 1989
BS, Finance

Mike Vohrer Mike Vohrer Parsippany, New Jersey Details
Mike Vohrer's Morgan Stanley Investment Management Experience May 2001 - January 2003
Job Business Development Manager IT & Engineering VOLT Workforce Solutions
Industry Information Technology and Services
Experience
Volt Technical Resources  May 2013 - Present
Express Employment Professionals  January 2011 - May 2013
Kforce Technology Staffing  April 2010 - December 2010
Enterprise Rent-A-Car  May 2003 - December 2009
Morgan Stanley Investment Management   May 2001 - January 2003

Skills
New Business Development, B2B Marketing, Technical Recruiting, Recruiting, Human Resources, Sales, Information Technology, Internet Recruiting, Marketing, Financial Analysis, Financial Reporting, Full P&L Responsibility, Staffing Services, Talent Acquisition, Onboarding, Applicant Tracking..., Sourcing, Business Analysis, Interviews, Management, Screening Resumes, Screening, Contract Recruitment, Account Management, Employee Benefits, Benefits Negotiation, Training, Permanent Placement, Employee Relations, PeopleSoft, Talent Management, College Recruiting, Negotiation, Cold Calling, Executive Search, Temporary Placement, Temporary Staffing, Performance Management, Customer Retention, Job Fairs, Recruitment Advertising, Financial Services, Workforce Planning, Industrial Sector, Employer Branding, Building Relationships, Resume Writing, Staff Augmentation, Hiring, HRIS

Education
Rutgers, The State University of New Jersey-New Brunswick   1997 — 2001
B.A., Economics, Minor in Political Science

Drew University   1996 — 1997
Political Science

Monroe HS   1992 — 1996

Christina Esposito Christina Esposito Greater New York City Area Details
Christina Esposito's Morgan Stanley Investment Management Experience November 2013 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   November 2013 - Present
Sentinel Investments  April 2013 - September 2013
FactSet Research Systems  September 2010 - March 2013
Hess Corporation  July 2008 - September 2010
John Wiley and Sons  May 2007 - August 2007
Salomon Smith Barney  May 2006 - August 2006

Skills
FactSet, Analysis, Business Analysis, Risk Management, Due Diligence, Corporate Finance, Analytics, Finance, Market Research, Customer Service, Business Strategy, CRM, Strategy

Education
Cornell University   2004 — 2008
B.S., Policy Analysis and Management

Lynbrook High School   2000 — 2004

David Reidinger David Reidinger Greater Philadelphia Area Details
David Reidinger's Morgan Stanley Investment Management Experience 2000 - 2003
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners  June 2004 - Present
Morgan Stanley Investment Management   2000 - 2003
Tiger Management  1998 - 2000
Goldman Sachs  1993 - 1996

Skills
Hedge Funds, Portfolio Management, Investments, Equities, Fixed Income, Bloomberg, Asset Managment, Financial Modeling, Equity Research, Derivatives, Capital Markets, Securities, Valuation, Private Equity, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Risk Management, Investment Strategies

Education
Columbia University - Columbia Business School   1996 — 1998
MBA

Fordham University   1989 — 1993
BA, Mathematics and Economics

John McDevitt John McDevitt United States Details
John McDevitt's Morgan Stanley Investment Management Experience October 2006 - May 2008
Job at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  May 2008 - Present
Morgan Stanley Investment Management   October 2006 - May 2008
Vanguard  April 2004 - October 2006
Vanguard  January 2000 - April 2004
Vanguard  January 1997 - January 2000

Skills
Bloomberg, Mutual Funds, Charles River IMS, Dodd-Frank, Portfolio Management, Trading, Fixed Income, CFA level 3 candidate

Education
Drexel University - College of Business and Administration   2002 — 2004
MBA, Investment Management

WEST CHESTER UNIVERSITY
Bachelor of Science, Finance

Surupa Banerjee Surupa Banerjee Greater New York City Area Details
Surupa Banerjee's Morgan Stanley Investment Management Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   January 2014 - Present
Morgan Stanley Investment Management   December 2010 - January 2014
Morgan Stanley Investment Management   December 2008 - December 2010
Morgan Stanley Investment Management   October 2006 - November 2008
Infosys  July 2002 - October 2006

Skills
Equities, SDLC, Reference Data, Corporate Actions, Fixed Income, Derivatives, Investment Banking, Capital Markets, FX Options, Trading Systems, Business Analysis, Portfolio Management, Securities, Trading, Requirements Gathering, Sybase, Asset Managment, Back Office, Software Project..., Asset Management, Hedge Funds, Equity Derivatives, Electronic Trading, Agile Methodologies, Financial Services, Business Development, Investment Management, Project Management, Market Risk

Education
Doctor Babasaheb Ambedkar Marathwada University   1997 — 2001
BE, Electronics & Telecom

Govt. Engg Aurangabad   1997 — 2001
Bachelor of Engg., Elec & Telecomm

Devgiri Junior college   1995 — 1997

McLean Quinn McLean Quinn Washington D.C. Metro Area Details
McLean Quinn's Morgan Stanley Investment Management Experience 2010 - 2010
Job Vice President at EYA
Industry Real Estate
Experience
EYA  August 2011 - Present
EYA  August 2010 - September 2010
Morgan Stanley Investment Management   2010 - 2010
Pamlico Capital  August 2007 - June 2009
Wachovia Securities, LLC  June 2005 - July 2007

Skills
Due Diligence, Financial Modeling, Valuation, Private Equity, Strategy, Investments, Investment Banking, Portfolio Management, Finance, Financial Analysis, LBO, Corporate Development, Mergers, Venture Capital, Corporate Finance, Capital Markets, Asset Managment, Mergers & Acquisitions, Investment Properties, Acquisitions

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA w/ Distinction, Real Estate Management and Finance

Davidson College   2001 — 2005
BA, Political Science

David Vitarelli David Vitarelli Greater Philadelphia Area Details
David Vitarelli's Morgan Stanley Investment Management Experience 2007 - 2008
Job President/Owner AllBrite Property Maintenance
Industry Facilities Services
Experience
AllBrite Property Maintenance   2010 - Present
Elite Media Marketing   April 2009 - April 2012
Morgan Stanley Investment Management   2007 - 2008

Skills
Janitorial, Facilities Management, Building Maintenance, Green Cleaning, Relationship Management, Organizational..., Commercial Cleaning, Competitive Pricing, Branch Handling, Marketing Strategy, Strategy, Lead Generation, Marketing, Outsourcing, B2B, Direct Marketing, New Business Development, Advertising, Public Relations, Online Marketing, Start-ups, Strategic Partnerships, Finance, Email Marketing, B2B Marketing, Executive Management, SEM, Business Development, E-commerce, PPC, Online Lead Generation, Mobile Marketing, Web Marketing, Online Advertising, SEO, Affiliate Marketing, Digital Marketing, Google Adwords

Education
Drexel University   2005 — 2007
Business Administration, Finance and Marketing

Lenape High School   1997 — 2001

Gerard J. Lian Gerard J. Lian Greater New York City Area Details
Gerard J. Lian's Morgan Stanley Investment Management Experience February 2000 - June 2010
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Invesco Ltd.  June 2010 - Present
NYU Wagner School   2009 - 2014
Morgan Stanley Investment Management   February 2000 - June 2010
NFMA   2000 - 2006
American Express  1984 - 1991

Skills
Credit analysis, municipal finance law, teaching, Bonds, Municipalities, Credit Analysis, Bloomberg, Asset Managment, Portfolio Management, Fixed Income, Capital Markets, Equities, Asset Management, Alternative Investments, Securities, Project Finance, Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis, Teaching, Investment Banking, Structured Finance, Series 7

Education
New York University Wagner School   1984 — 1987
MPA, Municipal Finance

Rutgers University School of Law - Camden   1978 — 1981
JD, Commercial and Real Property law

Drew University   1973 — 1977
BA, cum laude, History and American Studies

Saint Anselm

Dwayne Middleton, CFA Dwayne Middleton, CFA Greater New York City Area Details
Dwayne Middleton, CFA's Morgan Stanley Investment Management Experience July 2009 - Present
Job Executive Director, Head of US Fixed Income Trading, at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2009 - Present
JPMorgan Asset Management  February 2003 - January 2009
JPMorgan Asset Management  2000 - February 2003
Criterion Investment Management   1996 - 2000
Criterion Investment Management   1994 - 1996

Skills
Fixed Income, Investment Management, Portfolio Management, Mutual Funds, Credit, Bonds, Trading Strategies, Asset Managment, Investment Strategies, Investments, Analysis, Bloomberg, Trading, Derivatives, Valuation, Strategy, CDS, Chartered Financial...

Education
D'Amore-McKim School of Business at Northeastern University
MBA

University of Maryland College Park
BA

Josh Balik-Klein Josh Balik-Klein Greater New York City Area Details
Josh Balik-Klein's Morgan Stanley Investment Management Experience May 2005 - Present
Job
Industry Human Resources
Experience
Morgan Stanley Investment Management   May 2005 - Present

Skills
Onboarding, Succession Planning, Recruiting, Performance Management, Talent Management, Employee Relations, Human Resources, Organizational...

Education
Teachers College of Columbia University   2004 — 2006
MA, Organizational Psychology

Duke University   1997 — 2001
BS, Psychology

Henry Wong, CFA Henry Wong, CFA Greater New York City Area Details
Henry Wong, CFA's Morgan Stanley Investment Management Experience August 2014 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Mizuho Bank  February 2014 - August 2014
DTCC  October 2011 - February 2014
Markit  November 2007 - October 2011

Education
Cornell University

Greg Winn, CFA Greg Winn, CFA Greater Atlanta Area Details
Greg Winn, CFA's Morgan Stanley Investment Management Experience May 1999 - March 2004
Job Portfolio Manager at COUNTRY Financial
Industry Investment Management
Experience
COUNTRY Financial®  March 2004 - Present
Morgan Stanley Investment Management   May 1999 - March 2004
G&G LLC   August 1998 - May 1999

Skills
Investments, Equities, Portfolio Management, Asset Allocation, Strategy, Mutual Funds, Trading, Options, Equity Research, Account Management, Financial Services

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2003
MBA with Honors, Finance

University of Illinois at Urbana-Champaign   1994 — 1998
Bachelor of Arts (B.A.), Finance, General

Alex Norton Alex Norton Greater New York City Area Details
Alex Norton's Morgan Stanley Investment Management Experience July 2000 - Present
Job Executive Director/ Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2000 - Present
Donaldson, Lufkin & Jenrette   June 1996 - July 1998
Cantor Fitzgerald  September 1993 - June 1996

Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Management, Fixed Income, Asset Allocation, Capital Markets, Emerging Markets, Private Equity, Series 7, Valuation, Equity Valuation, Series 63, Securities

Education
Columbia University - Columbia Business School   1998 — 2000
MBA, Finance

University of Pennsylvania   1989 — 1993
Bachelor of Arts, History

Middlesex School   1986 — 1989
High School

Jonathan Cordo Jonathan Cordo Philadelphia, Pennsylvania Details
Jonathan Cordo's Morgan Stanley Investment Management Experience January 2006 - March 2013
Job Vice President Institutional Sales at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management  March 2013 - Present
Morgan Stanley Investment Management   January 2006 - March 2013

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services, Investment Strategies, Equities, Sales, Account Management, Sales Management, Hedge Funds, Fixed Income, Investment Management, Equity Research

Education
Gettysburg College   2001 — 2005
Bachelor of Science (BS), Economics and Management

Copenhagen Business School   2003 — 2004
International business/Economics

Brad Thomas Brad Thomas Greater Boston Area Details
Brad Thomas's Morgan Stanley Investment Management Experience 1994 - 2004
Job Head of Global Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  May 2014 - Present
First State Investments  April 2013 - May 2014
Manulife Asset Management  November 2009 - April 2013
Batterymarch Financial Management  2006 - November 2009
Old Mutual Asset Management  2004 - 2006
Morgan Stanley Investment Management   1994 - 2004

Education
Denison University   1985 — 1989

Westminster School   1981 — 1985

Roger Chuchen Roger Chuchen Greater New York City Area Details
Roger Chuchen's Morgan Stanley Investment Management Experience May 2004 - January 2008
Job Portfolio Manager/ Analyst at J. Goldman & Co., L.P.
Industry Investment Management
Experience
J. Goldman & Co., L.P.   August 2013 - Present
Newbrook Capital Advisors   April 2011 - August 2013
Weiss Multistrategy Advisers LLC   January 2008 - April 2011
Morgan Stanley Investment Management   May 2004 - January 2008
Citigroup Smith Barney  June 2000 - May 2004

Education
Cornell University   1996 — 2000

Lynn Cheung Lynn Cheung New York, New York Details
Lynn Cheung's Morgan Stanley Investment Management Experience October 2014 - March 2015
Job Vice President, Investor Services at Winton Capital Management
Industry Financial Services
Experience
Winton Capital Management  March 2015 - Present
Morgan Stanley Investment Management   October 2014 - March 2015
Morgan Stanley  January 2014 - September 2014
Morgan Stanley  November 2009 - January 2014
Morgan Stanley  July 2007 - November 2009
National Basketball Association  June 2006 - August 2006
The Griswold Company, Inc  June 2005 - July 2005

Skills
Bloomberg, Hedge Funds, Alternative Investments, Series 7, Fund Of Funds, Investment Management, Asset Allocation, Managed Futures, Commodity, Due Diligence, Relationship Management

Education
Cornell University   2003 — 2007
BS, Industrial and Labor Relations, International Relations

IESE Business School - University of Navarra   2006 — 2006
Economics, International Marketing

Universitat Pompeu Fabra   2006 — 2006
Spanish Cinema

Mary Jackowiak Mary Jackowiak Greater Chicago Area Details
Mary Jackowiak's Morgan Stanley Investment Management Experience January 2008 - August 2010
Job
Industry Financial Services
Experience
Northern Trust Corporation  December 2014 - Present
Northern Trust  December 2010 - Present
Morgan Stanley Investment Management   January 2008 - August 2010
Marjack Services   2007 - 2008
Financial Research Corporation  1992 - 2007
Kemper Financial  1987 - 1992

Skills
Mutual Funds, Alternative Investments, ETFs, Project Management, Investments, Equities, Management, Analytics, Business Analysis, Marketing, Strategic Planning, Fixed Income, Leadership, Product Development, Digital Marketing, Email Marketing, Integrated Marketing, Web Analytics, SEO, Competitive Analysis, Strategy, Financial Services, Product Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA

Northern Illinois University
B.S

Barry Honig Barry Honig Greater New York City Area Details
Barry Honig's Morgan Stanley Investment Management Experience January 1994 - July 1995
Job President at Honig International, Inc.
Industry Management Consulting
Experience
Honig International, Inc.   1996 - Present
Innervision Asset Management   February 1998 - December 2012
Morgan Stanley Investment Management   January 1994 - July 1995
First National Bank of Chicago  June 1992 - December 1993
The Milburn Corporation   January 1990 - May 1992

Skills
Executive Search, Risk Management, Human Resources, Vendor Management, Executive Management, FX Options, Financial Services, Trading Systems, Management Skills..., Strategy, Mergers & Acquisitions, IT Strategy, Program Management, Outsourcing, Business Analysis, Management Consulting

Education
Columbia University in the City of New York
B.S., Applied Mathematics

Debra Goetz Debra Goetz Greater New York City Area Details
Debra Goetz's Morgan Stanley Investment Management Experience 1988 - 1991
Job Vice President at Univision
Industry Entertainment
Experience
Univision  2002 - Present
Univision Communications  2002 - Present
e-commerce start-ups   2000 - 2001
Young & Rubicam  1996 - 1999
Young & Rubicam  1993 - 1996
Morgan Stanley Investment Management   1988 - 1991

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Management, Finance

Indiana University Bloomington   1984 — 1988
B.S., Business, Economics, Political Science

Josh Artau Josh Artau Greater Philadelphia Area Details
Josh Artau's Morgan Stanley Investment Management Experience 2011 - April 2013
Job Senior Analyst at CenterSquare Investment Management (formerly Urdang)
Industry Investment Banking
Experience
CenterSquare Investment Management (formerly Urdang)   April 2013 - Present
Morgan Stanley Investment Management   2011 - April 2013
Morgan Stanley Investment Management   April 2007 - 2011
FirstLease, Inc.   2003 - 2007

Skills
Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Hedge Funds, Institutional Clients, Investment Banking, Equities, Bloomberg, Investments, Credit, Fixed Income, Institutional...

Education
La Salle University
Master of Business Administration (MBA)

East Tennessee State University
Bachelor of Arts (BA)

Gregory Olsen Gregory Olsen Greater Chicago Area Details
Gregory Olsen's Morgan Stanley Investment Management Experience 1999 - June 2010
Job Leveraged Finance at First Trust Advisors
Industry Capital Markets
Experience
First Trust  June 2010 - Present
Van Kampen Investments  1999 - June 2010
Morgan Stanley Investment Management   1999 - June 2010
Calamos Investments  2005 - 2006

Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1994
MBA, Business

Illinois Wesleyan University   1988 — 1992
Bachelor's degree, Business

Lindsey Ermey Lindsey Ermey Philadelphia, Pennsylvania Details
Lindsey Ermey's Morgan Stanley Investment Management Experience January 2001 - August 2002
Job Trusts and Estates Attorney at Ballard Spahr LLP
Industry Law Practice
Experience
Ballard Spahr LLP  September 2005 - Present
Morgan Stanley Investment Management   January 2001 - August 2002
Wescott Financial Advisory Group, LLC  September 1999 - December 2000

Skills
Estate Planning, Tax, Non-profits

Education
Temple University - James E. Beasley School of Law   2002 — 2005
Doctor of Law (JD)

Dartmouth College   1995 — 1999
B.A., Economics, French

Cherry Hill High School West   1991 — 1995

Bennett MacDougall Bennett MacDougall New York, New York Details
Bennett MacDougall's Morgan Stanley Investment Management Experience July 2002 - May 2005
Job Chief Legal Officer at The Dreyfus Corporation
Industry Financial Services
Experience
The Dreyfus Corporation  June 2015 - Present
Deutsche Bank  June 2005 - June 2015
Morgan Stanley Investment Management   July 2002 - May 2005
Dechert LLP  January 2000 - June 2002
United States Securities and Exchange Commission  August 1998 - January 2000

Skills
Securities Regulation, Securities, Hedge Funds, Corporate Governance, Due Diligence, Corporate Law, FINRA, Alternative Investments, Mutual Funds, Asset Managment, Structured Products, Investment Management, Private Placements, Structured Finance

Education
New York University School of Law   1997 — 1998
LL.M., Law

Drake University Law School   1994 — 1997
JD, Law

The Evergreen State College   1991 — 1994
Bachelor of Arts (B.A.), None

Mead High School

Mead High School

Justin Santana, CAIA Justin Santana, CAIA New York, New York Details
Justin Santana, CAIA's Morgan Stanley Investment Management Experience December 2010 - May 2011
Job Director, Hedge Fund Strategies Group at Commonfund
Industry Investment Management
Experience
Commonfund  June 2011 - Present
Morgan Stanley Investment Management   December 2010 - May 2011
FrontPoint Partners LLC  February 2007 - December 2010
Morgan Stanley Investment Management   December 2004 - February 2007
HedgeOp Compliance, LLC  2003 - 2004

Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Fund Of Funds, Investment Management, Investments, Asset Allocation, Valuation, Capital Markets, Asset Managment, Derivatives

Education
Cornell University   1997 — 2001
B.S., Applied Economics and Business Management

The Packer Collegiate Institute

Brian Binder Brian Binder Greater Chicago Area Details
Brian Binder's Morgan Stanley Investment Management Experience June 2008 - May 2010
Job Managing Director, President of Deutsche Funds and Head of Fund Administration
Industry Financial Services
Experience
Deutsche Bank  November 2013 - Present
Invesco Ltd.  June 2010 - August 2012
Morgan Stanley Investment Management   June 2008 - May 2010
Morgan Stanley Investment Management   November 2003 - May 2008
Morgan Stanley Investment Management   September 2000 - October 2003
Van Kampen Investments  August 1996 - August 2000
Van Kampen Investments  March 1994 - July 1996

Skills
Mutual Funds, Alternative Investments, ETFs, Asset Management, Financial Markets, Asset Allocation, Wealth Management, Series 63, Investment Management, Asset Managment, Equities, Investment Strategies, Separately Managed..., Investments, Management, Securities, Fixed Income, Strategic Planning, Strategy, Finance, Financial Analysis, Investment Advisory, Series 6, Business Strategy, Marketing Strategy, Product Marketing, Product Management, Financial Modeling, Sales Operations, Legal Compliance, Organizational Design, Board Relations, Regulatory Affairs, Mergers, Unit Trusts, Presentation Coaching, Philanthropy, Series 26, Human Resources, Transfer Agency, Technology, Communication Skills, Distribution Strategies, Expert Witness, Acquisition Integration, 1940 Act, Closed-end Funds, Brand Developement, Mergers & Acquisitions, Mergers

Education
Eastern Illinois University   1991 — 1994
B.S. in Business Administration, Finance

Proviso West High School   1987 — 1990

Dwayne Coit Dwayne Coit Greater Philadelphia Area Details
Dwayne Coit's Morgan Stanley Investment Management Experience 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Accounting
Experience
Morgan Stanley Investment Management   2014 - Present
PFPC, Inc.   1997 - 2005

Skills
Alternative Investments, Cash Management, Accounting, Financial Analysis, Equities, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Investments, Management, Mutual Funds, Private Equity

Education
Delaware State University

Cody Poirier Cody Poirier Greater Chicago Area Details
Cody Poirier's Morgan Stanley Investment Management Experience 2007 - 2010
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management  2015 - Present
Pax World Management LLC  2013 - April 2015
Invesco  2010 - 2013
Morgan Stanley Investment Management   2007 - 2010
Calamos Investments  2006 - 2007
Great Point Capital  2004 - 2006

Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MBA

University of Iowa - Henry B. Tippie College of Business   2000 — 2004
BBA

CFA Institute
2015 Level II Candidate in the CFA Program

Jack Cavanaugh Jack Cavanaugh Baltimore, Maryland Area Details
Jack Cavanaugh's Morgan Stanley Investment Management Experience June 2000 - March 2002
Job Partner
Industry Investment Management
Experience
Brown Advisory  2011 - Present
Brown Advisory  2010 - 2011
Cavanaugh Capital Management   May 2002 - July 2010
Morgan Stanley Investment Management   June 2000 - March 2002
AOL Time Warner  May 1994 - June 2000

Education
Columbia University - Columbia Business School   1998 — 1999
MBA

Duke University   1988 — 1991

Bob Yang Bob Yang Greater New York City Area Details
Bob Yang's Morgan Stanley Investment Management Experience 1996 - 1997
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  January 2013 - Present
ING  1998 - December 2013
Morgan Stanley Investment Management   1996 - 1997

Skills
Business Analysis, Equity Derivatives, Fixed Income, Derivatives, Trading Systems, IT Strategy, PMO, Trading, Business Process..., SOX, Process Improvement, Compliance, Process Engineering, ITIL, Business Management, Excel, Program Management, Project Planning, Equities, CMMI, Sarbanes-Oxley Act, Middle Office, Microsoft Excel, Change Management, Risk Management, Investment Banking, Banking, Governance, Capital Markets, Business Continuity, Management, Vendor Management, Financial Risk, Project Management, Project Portfolio..., Electronic Trading, Sybase, Project Delivery, Requirements Analysis, Requirements Gathering, SDLC, Market Risk, Bloomberg, Equity Trading, Financial Markets, Fidessa, Financial Services

Education
Columbia University in the City of New York   1994 — 1998
Bachelor of Science (B.S.), Operations Research, Economics, and Computer Science

Li Tao Li Tao Greater New York City Area Details
Li Tao's Morgan Stanley Investment Management Experience May 2004 - July 2005
Job VP at Barclays Capital
Industry Investment Management
Experience
Barclays Capital  October 2009 - Present
Credit Suisse  March 2009 - October 2009
Neuberger Investment Management   December 2005 - February 2009
Morgan Stanley Investment Management   May 2004 - July 2005
National Economic Research Associates  2002 - 2004

Skills
Fixed Income, Emerging Markets, Capital Markets, Derivatives, Hedge Funds, Alternative Investments, Trading Systems, Strategy, Equities, Investment Banking, Bloomberg, Financial Modeling, Valuation, Portfolio Management, Insurance Linked..., Master Limited..., Socially Responsible..., Asset Allocation

Education
Cornell University   1998 — 2002
Bachelor of Science (B.S.), With Distiction in Research

Barry Siegel Barry Siegel Greater Philadelphia Area Details
Barry Siegel's Morgan Stanley Investment Management Experience 2004 - 2008
Job Vice President of Client Relations at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners  November 2011 - Present
Citi  May 2010 - August 2010
DundeeWealth US, LP   January 2010 - February 2010
Ascensus  August 2008 - January 2009
Morgan Stanley Investment Management   2004 - 2008
Morgan Stanley Investment Management   1994 - 2004

Skills
Mutual Funds, Client Service, Asset Management, Institutional, Alternative Investments, BDC, Shareholder Services, Financial Services, Asset Managment, Client Services, Financial Modeling, Hedge Funds, Management, Process Improvement, Risk Management, Securities, Series 7, Vendor Management

Education
Drexel University   1988 — 1989
MBA, Marketing

Franklin & Marshall College   1982 — 1986
Bachelor of Arts, Government

Jing Xu Jing Xu Greater New York City Area Details
Jing Xu's Morgan Stanley Investment Management Experience March 2007 - June 2008
Job Vice President at Asset Management at AIG
Industry Financial Services
Experience
AIG Asset Management  April 2012 - Present
Morgan Stanley  December 2009 - April 2012
Morgan Stanley  June 2008 - December 2009
Morgan Stanley Investment Management   March 2007 - June 2008

Education
University of Wisconsin-Madison   2003 — 2007
PhD, Statistics

East China Normal University

high school

Otto Heilmann, CFA, CFP Otto Heilmann, CFA, CFP Greater New York City Area Details
Otto Heilmann, CFA, CFP's Morgan Stanley Investment Management Experience July 2015 - Present
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2015 - Present
Credit Suisse  June 2014 - July 2015
Morgan Stanley  2001 - 2014
KPMG  1999 - 2001
J.P. Morgan   1994 - 1996

Skills
Chartered Financial..., Certified Financial..., Certified Investment..., Unified Managed Accounts, Separately Managed..., Investment Advisory, Wealth Management, Alternative Investments, Equities, Series 7, Series 24, Series 63, Series 65, Process Improvement, Business Strategy, Business Analysis, Financial Analysis

Education
Dartmouth College   1988 — 1992
A.B., Sociology/Psychology

Zicklin School of Business, Baruch College, CUNY (Jack Nash Honors MBA Program)   1997 — 1999
MBA, Finance and Investments

Lawrenceville School   1983 — 1988

Anu Bhatia Anu Bhatia Greater New York City Area Details
Anu Bhatia's Morgan Stanley Investment Management Experience 2007 - 2008
Job SQA lead at John Wiley and Sons
Industry Financial Services
Experience
John Wiley and Sons  May 2013 - Present
Citigroup  August 2009 - May 2013
NYSE  March 2008 - March 2011
Morgan Stanley Investment Management   2007 - 2008
Citigroup  2000 - 2007

Skills
Test Management, Quality Assurance, Testing, Sybase, Waterfall, System Integration..., SDLC, Quality Center, Business Analysis, Software Project..., User Acceptance Testing, QTP, Trading Systems, Test Planning, Test Strategy, PMP, Business Process..., Process Improvement, Agile Methodologies, Offshoring, Resource Management, Unix, Manual Testing, Agile Project Management, Software Quality..., Business Intelligence, SOA, Requirements Gathering, Project Delivery, Requirements Analysis, Vendor Management, PMO, Test Automation, Software Development, Business Requirements, Business Process, Project Portfolio..., System Testing, Visio, Integration, IT Strategy, Data Warehousing, Oracle, Regression Testing, MS Project, Release Management, Defect Tracking, Business Process..., Test Cases, DB2

Education
Delhi University   1985 — 1988
Bachelor of Applied Science (B.A.Sc.), Political Sc (Hons)

St Xaviers School Bokaro Steel City   1972 — 1985
St Xavier's school, Liberal Arts and Sciences/Liberal Studies

Henrietta Morlock Henrietta Morlock Greater New York City Area Details
Henrietta Morlock's Morgan Stanley Investment Management Experience 1998 - 2005
Job Investor Relations at LyonRoss Capital Management
Industry Financial Services
Experience
LyonRoss Capital Management   January 2013 - Present
Tommy Hilfiger  2005 - 2007
Morgan Stanley Investment Management   1998 - 2005

Education
University of Durham   1989 — 1993
Bachelor of Arts (BA), History

North Foreland Lodge, Basingstoke, Hampshire UK   1981 — 1988

Elizabeth Rubush Elizabeth Rubush Greater Philadelphia Area Details
Elizabeth Rubush's Morgan Stanley Investment Management Experience 2003 - 2008
Job Director of Client Relations for Northwestern Mutual Eastern Pennsylvania
Industry Financial Services
Experience
Northwestern Mutual  August 2009 - Present
Morgan Stanley  September 2008 - July 2009
Morgan Stanley Investment Management   2003 - 2008
Morgan Stanley Investment Management   2005 - 2006
Morgan Stanley Investment Management   2000 - 2005
Morgan Stanley Investment Management   2001 - 2003
Deutsche Asset Management  May 1998 - May 2000

Education
Dickinson College   1994 — 1998
BA, Political Science

Robert Schumacher Robert Schumacher Greenwich, Connecticut Details
Robert Schumacher's Morgan Stanley Investment Management Experience 2005 - 2008
Job Head of Fixed Income, US at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers  June 2011 - Present
AXA Investment Managers  August 2008 - June 2011
Van Kampen Funds  June 1998 - May 2008
Morgan Stanley Investment Management   2005 - 2008
Van Kampen Investments (Morgan Stanley Investment Management)   1998 - 2008
Van Kampen Investments  1998 - 2008
Van Kampen  1998 - 2008

Skills
Strategy, Portfolio Management, Fixed Income, Management, Sales, Finance, Investments, Mutual Funds, Alternative Investments, Economics, Series 7, Asset Management, Equities, Financial Services, Morningstar, Asset Allocation, Investment Advisory, ETFs

Education
Northwestern University - Kellogg School of Management   1974 — 1976
MM, Finance Management Consulting

DePauw University   1970 — 1974
BA, Economics

Arthur Fischer-Zernin, CFA Arthur Fischer-Zernin, CFA Greater New York City Area Details
Arthur Fischer-Zernin, CFA's Morgan Stanley Investment Management Experience August 2007 - December 2009
Job Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management  January 2012 - Present
AQR Capital Management  January 2010 - Present
Morgan Stanley Investment Management   August 2007 - December 2009

Education
Duke University   2003 — 2007
BSE, Mechanical Engineering

Paul Vosper Paul Vosper New York, New York Details
Paul Vosper's Morgan Stanley Investment Management Experience June 2000 - June 2010
Job CoHead and Chief Operating Officer at Morgan Stanley Alternative Investment Partners Real Estate
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners Real Estate   May 2012 - Present
RREEF  February 2011 - May 2012
AllianceBernstein  June 2010 - March 2011
Morgan Stanley Investment Management   June 2000 - June 2010
Morgan Stanley  January 2005 - September 2008

Skills
International Real..., Capital Markets, Institutional Investors, Investments, Investment Strategies, Fund Of Funds, Investors, Alternative Investments, Real Estate Investment, Real Estate Investor, Real Estate Finance, Real Estate Transactions, Distressed Debt, Debt Restructuring, Private Equity, Equity Capital Markets, Property Tax, International Tax, Cross-border..., Asset Management, Due Diligence, Corporate Finance, Financial Structuring, Institutional..., Investment Management, Investment Properties, Investor Relations, Real Estate, Real Estate Economics

Education
Duke University School of Law   1989 — 1992
JD & LLM, Law and International Law

Georgetown University   1984 — 1988
BSFS, International Politics

Nicola da Roza, CFA Nicola da Roza, CFA Cincinnati Area Details
Nicola da Roza, CFA's Morgan Stanley Investment Management Experience 2004 - 2006
Job Investment professional
Industry Financial Services
Experience
Fund Evaluation Group, LLC  September 2015 - Present
Fund Evaluation Group, LLC  May 2014 - Present
Permanens Capital  December 2012 - Present
Colonial Consulting LLC  March 2011 - December 2012
Pitney Bowes  May 2009 - August 2009
Sidoti & Co.   2006 - 2008
Morgan Stanley Investment Management   2004 - 2006
John Hancock  2002 - 2004

Skills
Asset Allocation, Investments, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2008 — 2010
MBA

Tufts University   1998 — 2002
BA, Int'l Relations, Economics

Shamim Ahmed Shamim Ahmed New York, New York Details
Shamim Ahmed's Morgan Stanley Investment Management Experience September 2013 - November 2013
Job Partner at Stratagem Entertainment
Industry Financial Services
Experience
Stratagem Entertainment   December 2014 - Present
Mission Critical Services   November 2014 - Present
Friend of a Friend NYC   September 2014 - Present
Richard Easton   2014 - 2014
Morgan Stanley Investment Management   September 2013 - November 2013
Solus Alternative Asset Management LP   February 2009 - December 2012

Skills
Due Diligence, Legal Writing, Private Equity, Legal Research, Financial Modeling, Mergers & Acquisitions, Litigation, Hedge Funds, Securities, Equities, Matchmaking, Alternative Investments, Operational Risk..., Fixed Income, Risk Management, Capital Markets, Investments, Mutual Funds, Asset Management, Operational Risk

Education
Hofstra University School of Law   2006 — 2008
J.D., Dual Concetrations in Corporate and Securities Law & Criminal Law and Procedure

Columbia University in the City of New York   2005 — 2006
Math and Quantative Finance

Duke University   1997 — 2001
B.S., Economics and Psychology

Eric Baurmeister Eric Baurmeister Greater New York City Area Details
Eric Baurmeister's Morgan Stanley Investment Management Experience 1997 - Present
Job Managing Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  October 1997 - Present
Morgan Stanley Investment Management   1997 - Present
MetLife Investment Management   August 1994 - August 1996
MetLife  August 1992 - August 1994

Skills
Emerging Markets, Fixed Income, Asset Allocation, Investments, Portfolio Management, Management, ABS, Hedge Funds, Equities, Capital Markets, Alternative Investments, Asset Management

Education
Cornell University   1988 — 1992
BA, Economics & Government

Deerfield Academy   1984 — 1988

Taylor Collison Taylor Collison New York, New York Details
Taylor Collison's Morgan Stanley Investment Management Experience August 2013 - Present
Job Associate at Morgan Stanley Real Estate Investing
Industry Investment Management
Experience
Morgan Stanley Investment Management   August 2013 - Present

Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Investments, Private Equity, Real Estate

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2013
MBA

Duke University   2000 — 2004
B.A., Public Policy

Jack O'Connor Jack O'Connor Greater Boston Area Details
Jack O'Connor's Morgan Stanley Investment Management Experience August 2010 - August 2013
Job Head of Business Development & Client Service at DDJ Capital
Industry Financial Services
Experience
DDJ Capital   August 2013 - Present
MORGAN STANLEY INVESTMENT MANAGEMENT   August 2010 - August 2013
Pioneer Investments  April 2008 - July 2010
MFS  September 2000 - May 2008
Xerox  1987 - 1993
United States Marine Corps  1982 - 1987

Skills
Series 7, Series 24, Financial Services, Investment Advisory, Equities, Asset Management, Fixed Income, Mutual Funds, Series 63, Alternative Investments, Bonds

Education
Denison University   1978 — 1982
B.A., economics

Lake Forest HS

Lake Forest HS

Sameer Saxena Sameer Saxena Greater New York City Area Details
Sameer Saxena's Morgan Stanley Investment Management Experience May 2007 - November 2007
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  September 2013 - Present
Headstrong  September 2005 - September 2013
Merrill Lynch  January 2008 - March 2010
Morgan Stanley Investment Management   May 2007 - November 2007
Morgan Stanley  September 2005 - April 2007
Oracle  August 2003 - September 2005
Techspan  January 2002 - August 2003

Education
Delhi University
Masters in Computers, Computer Science

Douglas Tyre Douglas Tyre Greater Philadelphia Area Details
Douglas Tyre's Morgan Stanley Investment Management Experience March 2004 - May 2010
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC  April 2014 - Present
Echo Point Investment Management, LLC   October 2010 - January 2014
Invesco Ltd.  June 2010 - September 2010
Morgan Stanley Investment Management   March 2004 - May 2010

Skills
Asset Managment, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Investment Strategies, Series 63, Bloomberg, Securities, Investment Management, Capital Markets, Financial Services, Asset Management

Education
Villanova University
Master of Business Administration (MBA)

Cornell University   1998 — 2002
Bachelor of Science (BS), Hotel/Motel Administration/Management

The Haverford School   1994 — 1998

Joshua Attie Joshua Attie Greater New York City Area Details
Joshua Attie's Morgan Stanley Investment Management Experience 2014 - Present
Job Real Estate Securities Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   2014 - Present
Citigroup  2004 - 2014
BMO Capital Markets  2003 - 2004
Deutsche Bank  1999 - 2003

Education
Cornell University
BS, Hotel Administration

Sarah Agle Sarah Agle Greater New York City Area Details
Sarah Agle's Morgan Stanley Investment Management Experience 2004 - 2005
Job Human Resources & Administration Manager at Aristeia Capital
Industry Financial Services
Experience
Aristeia Capital  August 2014 - Present
Brookfield Corporate Operations  November 2011 - August 2014
JP Morgan  2005 - 2011
Morgan Stanley Investment Management   2004 - 2005
BlackRock  2002 - 2004

Skills
Equities, Recruiting, Onboarding, Fixed Income, Talent Management, Human Resources, Financial Services

Education
Cornell University   1998 — 2001
Bachelors, Appiled Economics Business Management

Lee Ann Grimmer Lee Ann Grimmer Greater Philadelphia Area Details
Lee Ann Grimmer's Morgan Stanley Investment Management Experience February 1999 - April 2004
Job Vice President, Client Coverage at MSCI Inc
Industry Financial Services
Experience
InvestorForce An MSCI Brand.   April 2004 - Present
Morgan Stanley Investment Management   February 1999 - April 2004
Miller, Anderson & Sherrard   March 1994 - February 1999
Miller, Anderson & Sherrerd   June 1987 - May 1994

Skills
Mutual Funds, Fixed Income, Alternative Investments, Equities, Investment Management, Portfolio Management, Manage Client..., Client Education, Client Relations Skills

Education
Drexel University - LeBow College of Business   1990 — 1994
MBA, Finance

Drexel University - LeBow College of Business   1982 — 1987
BS, Finance

Philip Miu Philip Miu Greater New York City Area Details
Philip Miu's Morgan Stanley Investment Management Experience October 1997 - May 2015
Job Quantitative Analyst at Ramius Alternative Solutions
Industry Financial Services
Experience
Ramius LLC  June 2015 - Present
Morgan Stanley Investment Management   October 1997 - May 2015
Morgan Stanley Investment Management   1997 - 2009
Bloomberg LP  1994 - 1997

Skills
C#, Java, Perl, Unix Shell Scripting, Fortran, SAS, SQL, Sybase, Informix, DBArtisan, Visual Studio, Informatica, SharePoint, Chinese, Japanese, Bloomberg, Shell Scripting, Hedge Funds

Education
NYU Stern School of Business   1998 — 2001
MBA, Finance/Statistics

Cornell University   1989 — 1993
Bachelor of Science, Electrical Engineering

Ruth Rossi Ruth Rossi Greater New York City Area Details
Ruth Rossi's Morgan Stanley Investment Management Experience January 1992 - July 2005
Job Law Practice Professional
Industry Law Practice
Experience
Morgan Stanley Investment Management   January 1992 - July 2005
Morgan Stanley  1992 - 2005
Kramer Levin Naftalis & Frankel LLP  1989 - 1992
Spengler, Carlson, Gubar, Brodsky & Frishling   1986 - 1990

Skills
Securities, Hedge Funds, Securities Regulation, Project Management, Corporate Communications, Corporate Governance, Mutual Funds, Private Equity, Editing, Microsoft Office, Due Diligence, Capital Markets, Alternative Investments

Education
Fordham University School of Law   1982 — 1986
J.D., Law

Vassar College   1979 — 1981
A.B., Political Science

Dutchess Community College   1976 — 1979
A.A., Humanities

James Mulcahy James Mulcahy Greater New York City Area Details
James Mulcahy's Morgan Stanley Investment Management Experience Complex Sales ManagerMorgan Stanley Dean WitterApril 2007 - November 2010
Job Complex Sales Manager at Morgan Stanley Dean Witter
Industry Financial Services
Experience
Morgan Stanley Investment Management   Complex Sales ManagerMorgan Stanley Dean WitterApril 2007 - November 2010

Education
Dominican College of Blauvelt   1980 — 1985
BS Marketing

Rachel Markus Rachel Markus New York, New York Details
Rachel Markus's Morgan Stanley Investment Management Experience 1998 - 2001
Job Director of Business Development at RMWC
Industry Financial Services
Experience
RMWC   October 2014 - Present
Kicking + Screening Soccer Film Festival   2009 - Present
Elm Ridge Management   February 2013 - September 2014
Citadel Investment Group  November 2008 - November 2012
JPMorgan Chase  2005 - 2008
Alliance Capital Management  2004 - 2005
UBS Investment Bank  2001 - 2002
Morgan Stanley Investment Management   1998 - 2001

Skills
Hedge Funds, Creative Strategy, Alternative Investments, Networking, Event Producing, Film Festivals, Thinking Outside The Box

Education
Stanford University   1993 — 1995
MA, International Policy Studies

Cornell University   1989 — 1993
BS, Applied Economics

Lawrence High School

Paul Julius Paul Julius Greater New York City Area Details
Paul Julius's Morgan Stanley Investment Management Experience July 2010 - March 2012
Job Director of Finance at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP  April 2012 - Present
Morgan Stanley Investment Management   July 2010 - March 2012
Credit Suisse  August 2005 - May 2010
Credit Suisse Asset Management  May 2004 - August 2005
Merrill Lynch Investment Managers  February 2002 - May 2004
Merrill Lynch  June 2000 - February 2002
Merrill Lynch  June 1998 - June 2000
Merrill Lynch  August 1994 - June 1998

Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management

Education
Cornell University
BA

New York University - Leonard N. Stern School of Business
MBA

John Cunniff John Cunniff Greater New York City Area Details
John Cunniff's Morgan Stanley Investment Management Experience 2001 - 2006
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2006 - Present
Morgan Stanley Investment Management   2001 - 2006
Van Kampen Investments  1995 - 2001
Franklin Templeton Investments  1992 - 1995

Skills
Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Portfolio Management, Asset Management, Mutual Funds, Finance, Analysis, Hedge Funds, Financial Modeling, Investment Management, Securities, Bloomberg, Capital Markets, Emerging Markets, Equity Research, Valuation

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

Princeton University   1986 — 1988
MSE, Civil Engineering & Operations Research

The Johns Hopkins University   1982 — 1986
BS, Civil Engineering

Eleanor Roosevelt High School   1978 — 1982
High School Diploma, Science & Technology Program

Edbert Li Edbert Li Greater New York City Area Details
Edbert Li's Morgan Stanley Investment Management Experience February 2013 - June 2013
Job Strategic Product Management Intern at BlackRock
Industry Financial Services
Experience
BlackRock  May 2014 - Present
Morgan Stanley Investment Management   February 2013 - June 2013
KKR  September 2012 - December 2012
Associated European Capital   June 2012 - September 2012
Heritage Fund Management, LLC   June 2012 - August 2012
Wendr   May 2012 - August 2012
Twin Brooks Golf Course   May 2011 - August 2012
U.S. Department of Energy   October 2010 - December 2010

Education
Columbia University in the City of New York   2011 — 2015
Operations Research: Engineering Management Systems

Watchung Hills Regional High School   2007 — 2011
High School Diploma

Melanie Purugganan Melanie Purugganan Greater New York City Area Details
Melanie Purugganan's Morgan Stanley Investment Management Experience March 2000 - June 2010
Job Senior Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   March 2000 - June 2010
Morgan Stanley  September 1998 - March 2000
Citi  1996 - 1998

Skills
Alternative Investments, Investments, Equities, Wealth Management

Education
De La Salle University   1991 — 1995
Bachelor of Science in Business Administration

Stephen Chung Stephen Chung Greater New York City Area Details
Stephen Chung's Morgan Stanley Investment Management Experience April 1997 - March 2001
Job Quant/Stats Trader
Industry Financial Services
Experience
Nomura Securities  December 2011 - 2013
UBS  April 2004 - November 2011
Jemmco Capital  December 2002 - March 2004
BNP Paribas/CooperNeff   March 2001 - October 2002
Morgan Stanley Investment Management   April 1997 - March 2001
CDC Capital Investissement   1995 - March 1997
Fermilab  1993 - 1995

Education
Cornell University   1988 — 1993
Ph.D., Theoretical Particle Physics

National Tsing Hua University

National Tsing Hua University

Elyse Goodman Elyse Goodman Greater New York City Area Details
Elyse Goodman's Morgan Stanley Investment Management Experience September 2008 - February 2009
Job Vice President Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  September 2010 - Present
Morgan Stanley Investment Management   September 2008 - February 2009
Lehman Brothers  September 2007 - September 2008
American High Growth Equities Corporation   July 1991 - August 2007
American High Growth Equities Corporation   January 1998 - January 2007
American High Growth Equities Corporation   January 1995 - January 1998
American HIgh Growth Equities Corporation   January 1991 - January 1995

Education
Cornell University   1987 — 1991
BS, Developmental Psychology

Kwabena Safo-Agyekum Kwabena Safo-Agyekum Greater New York City Area Details
Kwabena Safo-Agyekum's Morgan Stanley Investment Management Experience October 2011 - Present
Job Marketing Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2011 - Present
Morgan Stanley Investment Management   July 2006 - June 2010

Skills
Business Strategy, Project Management, Equities, Alternative Investments, Strategic Planning, Sales, Process Improvement, Finance, Investments, Financial Modeling, Due Diligence, Financial Services, Hedge Funds, Marketing

Education
Dartmouth College   2002 — 2006
B.A.

Academic Programs Abroad

Phillips Exeter Academy

Dennis Lynch Dennis Lynch Greater New York City Area Details
Dennis Lynch's Morgan Stanley Investment Management Experience July 2004 - Present
Job Investor
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2004 - Present
Morgan Stanley Investment Management   January 2002 - June 2004
JP Morgan Chase  January 1994 - June 1996

Education
Columbia University - Columbia Business School   1996 — 1998
MBA with Honors, Finance

Hamilton College   1989 — 1993
BA, Government

Loren Meckle Loren Meckle Greater Philadelphia Area Details
Loren Meckle's Morgan Stanley Investment Management Experience May 2000 - Present
Job IT Project Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2000 - Present

Skills
Asset Management, Sybase, Fixed Income, Equities, Trading Systems, SDLC, Software Project..., Vendor Management, Risk Management, IT Strategy, Asset Managment

Education
Drexel University   1997 — 2002
Bachelor of Science, Major Political Science Minor Information Technology

Anit Jain Anit Jain Greater Philadelphia Area Details
Anit Jain's Morgan Stanley Investment Management Experience July 2000 - Present
Job Vice President (Information Technology) at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management   July 2000 - Present
Diaspark Inc  March 1997 - July 2000
Suvi Information Systems  February 1989 - February 1997

Education
Devi Ahilya Vishwavidyalaya   1987 — 1989
ME, Computer Engineering

Devi Ahilya Vishwavidyalaya   1982 — 1987

Jorge Chirino Jorge Chirino Greater New York City Area Details
Jorge Chirino's Morgan Stanley Investment Management Experience October 2014 - Present
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2014 - Present
Morgan Stanley  June 2007 - September 2014
Aksia  2006 - 2006

Education
Columbia University - Columbia Business School
MBA, Finance

Tony Emerson Tony Emerson Greater New York City Area Details
Tony Emerson's Morgan Stanley Investment Management Experience November 2012 - Present
Job Editor at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley Investment Management   November 2012 - Present
- Freelance  January 2011 - November 2012
Bridgewater Associates  December 2010 - January 2011
Newsweek  January 1988 - January 2011

Skills
Editing, Writing, Fact-checking, Copy Editing, Editorial, Ap Style, Journalism, Ghostwriting, Online Journalism, Non-fiction, Freelance Writing, Web Content, Feature Articles, Proofreading

Education
Columbia University in the City of New York   1988 — 1989
SIPA 1988-89

Cornell University   1979 — 1983
MA, Government

Scarsdale High School

Adam Akant Adam Akant Greater New York City Area Details
Adam Akant's Morgan Stanley Investment Management Experience June 2012 - August 2014
Job Analyst at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management  September 2014 - Present
Morgan Stanley Investment Management   June 2012 - August 2014
Morgan Stanley Investment Management   June 2011 - August 2011
UBS Wealth Management Research   October 2010 - January 2011
World Policy Institute  April 2010 - July 2010
U.S. Congress   May 2009 - July 2009

Skills
Microsoft Word, Alternative Investments, Financial Modeling, Economics, Microsoft Excel, Financial Analysis, Bloomberg, Investments, Social Media, Portfolio Management, Microsoft Office, Research

Education
Columbia University in the City of New York   2008 — 2012
Bachelor of Arts, Political Science, History

The Collegiate School   1996 — 2008

Donna Rodriguez Donna Rodriguez Fort Myers, Florida Area Details
Donna Rodriguez's Morgan Stanley Investment Management Experience August 2005 - February 2006
Job Administrative Assistant @ Meridian
Industry Financial Services
Experience
Meridian Financial Group   March 2015 - Present
Bright Horizons @ Chico's   January 2014 - March 2015
Small Wonders Preschool  July 2011 - January 2014
Porter's Day Care & Educational Center   July 2010 - June 2011
Morgan Stanley Investment Management   August 2005 - February 2006
Deutsche Bank Securities  September 2002 - April 2005

Skills
Bilingual, Training, Accounting, Lesson Planning, Parent Communication, Spanish, Preschool, Mathematics Education, Fundraising, Classroom Management, Data Entry, English, Teamwork, Literacy, Teaching Reading, Elementary Education, Guided Reading, Early Childhood..., Teaching, Tutoring, Nonprofits, Spreadsheets, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Management

Education
Community College of Philadelphia
Associate in Applied Science, Early Childhood Education

John Pak John Pak Greater New York City Area Details
John Pak's Morgan Stanley Investment Management Experience April 1999 - March 2005
Job Chief Legal Officer at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management  August 2014 - Present
The Dreyfus Corporation and Dreyfus Funds   August 2012 - August 2014
Deutsche Bank  March 2005 - July 2012
Morgan Stanley Investment Management   April 1999 - March 2005
Willkie Farr & Gallagher LLP  1997 - 1999
Werner & Kennedy   1993 - 1997

Skills
Investment Management, Investment Advisory, Alternative Investments, ERISA, Investment Company Act, Investment Advisers Act, Registered Investment..., Mutual Funds, Separately Managed..., Institutional..., Securities Regulation, Fiduciary Management, Hedge Funds, Commercial Litigation, FINRA, Management

Education
Cornell Law School   1990 — 1993
Doctor of Law (J.D.), Law

Dartmouth College   1986 — 1990
Bachelor of Arts (B.A.), English and Philosophy

Michael Baptiste Michael Baptiste Lafayette Hill, Pennsylvania Details
Michael Baptiste's Morgan Stanley Investment Management Experience June 2012 - September 2013
Job Private Equity Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI  November 2014 - Present
Citco Fund Services  September 2013 - November 2014
Morgan Stanley Investment Management   June 2012 - September 2013
SEI  August 2008 - June 2012

Skills
Hedge Funds, Equities, Financial Reporting, Financial Modeling, Private Equity, Financial Analysis, Fund Accounting, Trading, Mutual Funds, Finance

Education
Villanova University   2013 — 2016
Master of Business Administration (MBA), Finance and Real Estate

DeSales University   2004 — 2008
Bachelor of Science (BS), Finance

Stacy Cossey Stacy Cossey Valleyford, Washington Details
Stacy Cossey's Morgan Stanley Investment Management Experience 1980 - 2011
Job Wamend Spokane Organizer I735
Industry Political Organization
Experience
Wamend Spokane Organizer I-735   January 2015 - Present
Homemaker  September 2011 - February 2015
Morgan Stanley Investment Management   1980 - 2011

Skills
Community Outreach, Public Speaking, Fundraising, Event Planning, Research, Customer Service, Microsoft Office, Microsoft Word, Gardening, Microsoft Excel, PowerPoint, Nonprofits, Teaching

Education
Eastern Washington University   1979 — 1983
BA, General Studies in Business

Deer Park High School   1974 — 1978

Mirna Santiago Mirna Santiago Spring Lake, North Carolina Details
Mirna Santiago's Morgan Stanley Investment Management Experience September 2013 - Present
Job System Engineer at Financial Institution
Industry Financial Services
Experience
Morgan Stanley Investment Management   September 2013 - Present
IBM  March 2003 - September 2013

Skills
Customer Service, Risk Management, SQL, Microsoft Office, Project Management, Integration, Requirements Analysis, Unix, Windows

Education
Monroe College   1999 — 2001
Bachelor of Business Administration (B.B.A.), Computer Information Systems

CUNY Bronx Community College   1997 — 1999

Josh Dreyer Josh Dreyer Greater Chicago Area Details
Josh Dreyer's Morgan Stanley Investment Management Experience September 2007 - September 2009
Job Vice President Tax at First Trust
Industry Financial Services
Experience
First Trust  September 2009 - Present
Morgan Stanley Investment Management   September 2007 - September 2009

Skills
Finance, Tax

Education
DePaul University   2006 — 2008
Master's degree, Taxation

Southern Illinois University, Edwardsville   1998 — 2002
Bachelor of Science (B.S.), Accounting

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