MTB Investment Advisors
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MTB Investment Advisors Employees
Employee
Years
Job
Industry
Hank Chou Hank Chou's MTB Investment Advisors Experience June 2009 - April 2010
Job VP, Consumer Payment Strategy at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America August 2012 - June 2013
Bank of America February 2012 - August 2012
Bank of America February 2011 - February 2012
Bank of America June 2010 - February 2011
MTB Investment Advisors June 2009 - April 2010
Republic National Distributing Company November 2004 - August 2008
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Nevada-Las Vegas 1998 — 2002
Bachelor of Science, Hotel Administration (Commercial Property Investments)
Bank of America July 2013 - Present
Bank of America August 2012 - June 2013
Bank of America February 2012 - August 2012
Bank of America February 2011 - February 2012
Bank of America June 2010 - February 2011
MTB Investment Advisors June 2009 - April 2010
Republic National Distributing Company November 2004 - August 2008
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Nevada-Las Vegas 1998 — 2002
Bachelor of Science, Hotel Administration (Commercial Property Investments)
Amy Seman, CFA Amy Seman, CFA's MTB Investment Advisors Experience June 2003 - June 2010
Job Research Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
Barbara Rishel Barbara Rishel's MTB Investment Advisors Experience April 2000 - January 2005
Job Senior Portfolio Manager at Hardesty Capital Management
Industry Financial Services
Experience
Hardesty Capital Management June 2011 - Present
Merrill Lynch September 2008 - June 2011
MTB Investment Advisors April 2000 - January 2005
Skills
Investments, Portfolio Management, Capital Management, Professional Mentoring, Asset Management, Bonds, Investment Management, Alternative Investments, Asset Allocation, Capital Markets, Equities, Mutual Funds, Equity Research, Securities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Finance, Valuation
Education
University of Baltimore
Master of Business Administration (M.B.A.), Finance, General
Hardesty Capital Management June 2011 - Present
Merrill Lynch September 2008 - June 2011
MTB Investment Advisors April 2000 - January 2005
Skills
Investments, Portfolio Management, Capital Management, Professional Mentoring, Asset Management, Bonds, Investment Management, Alternative Investments, Asset Allocation, Capital Markets, Equities, Mutual Funds, Equity Research, Securities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Finance, Valuation
Education
University of Baltimore
Master of Business Administration (M.B.A.), Finance, General
Jennifer Yousfi Jennifer Yousfi's MTB Investment Advisors Experience September 2006 - November 2007
Job Learning and Performance Program Specialist, Helping to Create a Learning Culture at Sodexo USA
Industry Facilities Services
Experience
Sodexo October 2013 - Present
Freelance Writer/Editor October 2008 - Present
Sodexo December 2009 - October 2013
Agora Publishing November 2007 - October 2008
MTB Investment Advisors September 2006 - November 2007
T. Rowe Price Retirement Plan Services, Inc. September 2003 - February 2006
T. Rowe Price Retirement Plan Services, Inc. July 2001 - August 2003
Skills
Writing, Editing, Multimedia Project..., Copy Editing, Proposal Writing, Publishing, Marketing Materials, RFP, Marketing, Project Management, Proofreading, Multimedia, Newsletters, Marketing Strategy, Advertising, Financial Services, Training, Social Media Marketing, Strategic Communications, Email Marketing, Interviews, Leadership, SEO, Marketing Communications
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MBA, General
College of Charleston 1994 — 1998
BS, Business Administration
Sodexo October 2013 - Present
Freelance Writer/Editor October 2008 - Present
Sodexo December 2009 - October 2013
Agora Publishing November 2007 - October 2008
MTB Investment Advisors September 2006 - November 2007
T. Rowe Price Retirement Plan Services, Inc. September 2003 - February 2006
T. Rowe Price Retirement Plan Services, Inc. July 2001 - August 2003
Skills
Writing, Editing, Multimedia Project..., Copy Editing, Proposal Writing, Publishing, Marketing Materials, RFP, Marketing, Project Management, Proofreading, Multimedia, Newsletters, Marketing Strategy, Advertising, Financial Services, Training, Social Media Marketing, Strategic Communications, Email Marketing, Interviews, Leadership, SEO, Marketing Communications
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MBA, General
College of Charleston 1994 — 1998
BS, Business Administration
Byron Grimes, CFA Byron Grimes, CFA's MTB Investment Advisors Experience 2004 - 2007
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney 2010 - 2011
Capital One Asset Managment 2007 - 2009
MTB Investment Advisors 2004 - 2007
Citizens Bank 1998 - 2004
Central Fidelity National Bank 1997 - 1998
NationsBank 1988 - 1997
First Kentucky Trust Company 1987 - 1988
Robert Walker & Associates 1983 - 1987
Skills
Fixed Income, Asset Allocation, Equities, Finance
Education
Centre College
Bachelor of Arts, Business and English
Morgan Stanley Smith Barney 2010 - 2011
Capital One Asset Managment 2007 - 2009
MTB Investment Advisors 2004 - 2007
Citizens Bank 1998 - 2004
Central Fidelity National Bank 1997 - 1998
NationsBank 1988 - 1997
First Kentucky Trust Company 1987 - 1988
Robert Walker & Associates 1983 - 1987
Skills
Fixed Income, Asset Allocation, Equities, Finance
Education
Centre College
Bachelor of Arts, Business and English
Darren Polkowski Darren Polkowski's MTB Investment Advisors Experience June 2001 - August 2003
Job Fiber Solution Analyst at Verizon
Industry Computer Hardware
Experience
Verizon November 2010 - January 2014
FS Media October 2010 - September 2012
Palit Multimedia December 2007 - December 2008
Tom's Hardware Guide November 2004 - 2007
Tom's Hardware Guide August 2003 - October 2004
M&T Bank August 2003 - January 2004
MTB Investment Advisors June 2001 - August 2003
Alliance Advisory Group, Inc. October 2000 - June 2001
Vision Group of Funds October 1997 - October 2000
Skills
Product Management, Media Relations, Social Media, Video, Public Relations, Leadership, Corporate Communications, Press Releases, Blogging, Technical Writing, Product Marketing, Publishing, Online Marketing, Online Advertising, Program Management, Strategic Partnerships, Content Strategy, Content Development, Content Management, Marketing Communications, SEO, Marketing Strategy, Management, Digital Media, Advertising, Digital Marketing, Web Analytics, E-commerce, Social Networking, Competitive Analysis, Marketing, Go-to-market Strategy, Social Media Marketing, Mobile Devices, Strategy
Education
Medaille College
MBA, Business Administration
University at Buffalo
BA, Economics
Verizon November 2010 - January 2014
FS Media October 2010 - September 2012
Palit Multimedia December 2007 - December 2008
Tom's Hardware Guide November 2004 - 2007
Tom's Hardware Guide August 2003 - October 2004
M&T Bank August 2003 - January 2004
MTB Investment Advisors June 2001 - August 2003
Alliance Advisory Group, Inc. October 2000 - June 2001
Vision Group of Funds October 1997 - October 2000
Skills
Product Management, Media Relations, Social Media, Video, Public Relations, Leadership, Corporate Communications, Press Releases, Blogging, Technical Writing, Product Marketing, Publishing, Online Marketing, Online Advertising, Program Management, Strategic Partnerships, Content Strategy, Content Development, Content Management, Marketing Communications, SEO, Marketing Strategy, Management, Digital Media, Advertising, Digital Marketing, Web Analytics, E-commerce, Social Networking, Competitive Analysis, Marketing, Go-to-market Strategy, Social Media Marketing, Mobile Devices, Strategy
Education
Medaille College
MBA, Business Administration
University at Buffalo
BA, Economics
Paul Tribles, MBA Paul Tribles, MBA's MTB Investment Advisors Experience June 2006 - December 2006
Job Product Manager at Envision Financial Systems
Industry Financial Services
Experience
Envision Financial Systems November 2012 - Present
Envision Financial Systems December 2006 - November 2012
MTB Investment Advisors June 2006 - December 2006
T. Rowe Price September 2004 - June 2006
T. Rowe Price June 1999 - September 2004
Skills
Contract Negotiation, New Business Development, Client Relationship..., Investments, Business Analysis, Project Planning, Strategic Planning, Client Communication, Vendor Management, Mutual Funds, Product Management, Team Building, Marketing Strategy, Market Planning, Analysis, Risk Management, Securities, Portfolio Management, CRM, Equities, Asset Management, Training, Financial Services, Leadership
Education
Loyola University Maryland 2010 — 2013
Master of Business Administration (MBA)
University of Maryland College Park 1992 — 1996
BS, Natural Resources Management
Ithaca College 1991 — 1992
Corporate Communications
Binghamton high school
Envision Financial Systems November 2012 - Present
Envision Financial Systems December 2006 - November 2012
MTB Investment Advisors June 2006 - December 2006
T. Rowe Price September 2004 - June 2006
T. Rowe Price June 1999 - September 2004
Skills
Contract Negotiation, New Business Development, Client Relationship..., Investments, Business Analysis, Project Planning, Strategic Planning, Client Communication, Vendor Management, Mutual Funds, Product Management, Team Building, Marketing Strategy, Market Planning, Analysis, Risk Management, Securities, Portfolio Management, CRM, Equities, Asset Management, Training, Financial Services, Leadership
Education
Loyola University Maryland 2010 — 2013
Master of Business Administration (MBA)
University of Maryland College Park 1992 — 1996
BS, Natural Resources Management
Ithaca College 1991 — 1992
Corporate Communications
Binghamton high school
Drew McVay Drew McVay's MTB Investment Advisors Experience September 2010 - January 2011
Job Loan Officer at Peoples Bank and Trust
Industry Financial Services
Experience
Peoples Bank and Trust April 2014 - Present
Emery Federal Credit Union March 2012 - April 2014
MTB Investment Advisors September 2010 - January 2011
Skills
Equity Research, Financial Analysis, Refinance
Education
Towson University 2008 — 2011
Business Administration, Finance
Peoples Bank and Trust April 2014 - Present
Emery Federal Credit Union March 2012 - April 2014
MTB Investment Advisors September 2010 - January 2011
Skills
Equity Research, Financial Analysis, Refinance
Education
Towson University 2008 — 2011
Business Administration, Finance
Barry Randall Barry Randall's MTB Investment Advisors Experience January 2006 - March 2007
Job Portfolio Manager at Sparrow Capital Management, Inc.
Industry Investment Management
Experience
Sparrow Capital Management, Inc. September 2014 - Present
Crabtree Asset Management September 2008 - Present
Lazard Asset Management April 2007 - September 2008
MTB Investment Advisors January 2006 - March 2007
U. S. Bancorp Asset Management February 2002 - May 2005
U. S. Bancorp Asset Management May 2000 - February 2002
Advantus Capital Management April 1998 - May 2000
Dain Rauscher June 1995 - April 1998
Skills
Portfolio Management, Equity Research, Technology Research, Asset Management, Equities, Fundamental Research, SaaS, Software Industry, Research
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1980 — 1986
BS, Mathematics and Computer Science
Sparrow Capital Management, Inc. September 2014 - Present
Crabtree Asset Management September 2008 - Present
Lazard Asset Management April 2007 - September 2008
MTB Investment Advisors January 2006 - March 2007
U. S. Bancorp Asset Management February 2002 - May 2005
U. S. Bancorp Asset Management May 2000 - February 2002
Advantus Capital Management April 1998 - May 2000
Dain Rauscher June 1995 - April 1998
Skills
Portfolio Management, Equity Research, Technology Research, Asset Management, Equities, Fundamental Research, SaaS, Software Industry, Research
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1980 — 1986
BS, Mathematics and Computer Science
Alicia Kiefer, MBA Alicia Kiefer, MBA's MTB Investment Advisors Experience May 2011 - July 2012
Job Senior Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP January 2013 - August 2015
Corestaff, Inc. May 2012 - January 2013
MTB Investment Advisors May 2011 - July 2012
College of Notre Dame of Maryland September 2010 - December 2011
Corestaff Inc December 2008 - August 2010
Corestaff Inc May 2008 - August 2008
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Management, Customer Service, Financial Analysis
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
College of Notre Dame of Maryland 2008 — 2012
Bachelors of Art, Business Administration with a concentration in Accounting
Nazareth Academy 2004 — 2008
High School
BDO USA, LLP August 2015 - Present
BDO USA, LLP January 2013 - August 2015
Corestaff, Inc. May 2012 - January 2013
MTB Investment Advisors May 2011 - July 2012
College of Notre Dame of Maryland September 2010 - December 2011
Corestaff Inc December 2008 - August 2010
Corestaff Inc May 2008 - August 2008
Skills
Public Speaking, Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Management, Customer Service, Financial Analysis
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
College of Notre Dame of Maryland 2008 — 2012
Bachelors of Art, Business Administration with a concentration in Accounting
Nazareth Academy 2004 — 2008
High School
Kenneth Wong, PMP Kenneth Wong, PMP's MTB Investment Advisors Experience 2010 - 2010
Job Senior Consultant at UMT Consulting Group
Industry Information Technology and Services
Experience
UMT Consulting Group 2015 - Present
The Stonewalls 2012 - Present
CSC 2011 - 2015
MTB Investment Advisors 2010 - 2010
Capitol Learning, LLC 2007 - 2009
Hampton Clarke / Veritech 2006 - 2008
Skills
Financial Modeling, Business Analysis, Data Analysis, Business Development, Analysis, Entrepreneurship, Management Consulting, Management, Project Management, Process Improvement, Mergers & Acquisitions, Financial Analysis, Strategy, Marketing, Operations Management, Program Management, Business Process..., Consulting, Strategic Planning, Business Process, Requirements Analysis, Business Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Consulting, Finance
Drexel University 2005 — 2006
Interdisciplinary Medical Science (certificate)
Georgetown University 2001 — 2005
Bachelor of Science (B.S.), Biology
Delbarton 1997 — 2001
UMT Consulting Group 2015 - Present
The Stonewalls 2012 - Present
CSC 2011 - 2015
MTB Investment Advisors 2010 - 2010
Capitol Learning, LLC 2007 - 2009
Hampton Clarke / Veritech 2006 - 2008
Skills
Financial Modeling, Business Analysis, Data Analysis, Business Development, Analysis, Entrepreneurship, Management Consulting, Management, Project Management, Process Improvement, Mergers & Acquisitions, Financial Analysis, Strategy, Marketing, Operations Management, Program Management, Business Process..., Consulting, Strategic Planning, Business Process, Requirements Analysis, Business Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Consulting, Finance
Drexel University 2005 — 2006
Interdisciplinary Medical Science (certificate)
Georgetown University 2001 — 2005
Bachelor of Science (B.S.), Biology
Delbarton 1997 — 2001
Allen Ashcroft Allen Ashcroft's MTB Investment Advisors Experience April 2003 - July 2012
Job Sr. Portfolio Manager at MTB Investment Advisors
Industry Investment Management
Experience
MTB Investment Advisors April 2003 - July 2012
Allied Investment Advisors April 1995 - April 2003
McGlinn Capital Management July 1983 - January 1995
Education
University of Pittsburgh
Bachelor of Arts (BA), Political Science/ Economics
MTB Investment Advisors April 2003 - July 2012
Allied Investment Advisors April 1995 - April 2003
McGlinn Capital Management July 1983 - January 1995
Education
University of Pittsburgh
Bachelor of Arts (BA), Political Science/ Economics
Frances Hutton Frances Hutton's MTB Investment Advisors Experience 2010 - 2010
Job Investment Analyst at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company November 2011 - Present
Hardesty Capital Management May 2011 - August 2011
MTB Investment Advisors 2010 - 2010
Education
Occidental College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Whittier Trust Company November 2011 - Present
Hardesty Capital Management May 2011 - August 2011
MTB Investment Advisors 2010 - 2010
Education
Occidental College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Lynnett Berger, CIMA, PMP Lynnett Berger, CIMA, PMP's MTB Investment Advisors Experience 1998 - 2003
Job Consultant / Program Manager at T. Rowe Price
Industry Financial Services
Experience
Path Technologies, Inc. March 2013 - Present
T. Rowe Price March 2013 - Present
THINC Management Consulting March 2011 - Present
Nationwide Financial February 2009 - February 2011
M&T Bank January 2007 - February 2009
M&T Bank / MTB Investment Advisors 2003 - 2007
MTB Investment Advisors 1998 - 2003
Bank of America (Formerly Fleet Bank) 1998 - 1998
JPMorgan Chase 1990 - 1997
Skills
Risk Management, Portfolio Management, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Strategy, Executive Management, Change Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Investment Policy, Securities, Equities, Financial Risk, Equity Research, Market Risk, Finance, Program Management, Project Portfolio..., Disaster Recovery, Fixed Income Analysis, Mergers & Acquisitions, Investment Management, Private Equity, Alternative Assets, Business Networking, Institutional..., global asset allocation, institutional clients, Strategy Development, Virtual Teams, Fixed Income Products, Professional Networking, Fixed Income Research, Risk Mitigation, Client Retention, Infrastructure Planning, PMO, PMO Design, PMP, Management, Alternative Investments, Analysis, Wealth Management, Financial Analysis
Education
Villanova University 2008 — 2008
PMP, Project Management
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA - Certified Investment Manager Analyst, Investments and Securities
Harvard University, John F. Kennedy School of Government 2002 — 2003
Executive Management Certification, Executive Management
Radboud University Nijmegen 1984 — 1990
Masters, Public & Private Business Administration
Path Technologies, Inc. March 2013 - Present
T. Rowe Price March 2013 - Present
THINC Management Consulting March 2011 - Present
Nationwide Financial February 2009 - February 2011
M&T Bank January 2007 - February 2009
M&T Bank / MTB Investment Advisors 2003 - 2007
MTB Investment Advisors 1998 - 2003
Bank of America (Formerly Fleet Bank) 1998 - 1998
JPMorgan Chase 1990 - 1997
Skills
Risk Management, Portfolio Management, Investments, Financial Services, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Strategy, Executive Management, Change Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Investment Policy, Securities, Equities, Financial Risk, Equity Research, Market Risk, Finance, Program Management, Project Portfolio..., Disaster Recovery, Fixed Income Analysis, Mergers & Acquisitions, Investment Management, Private Equity, Alternative Assets, Business Networking, Institutional..., global asset allocation, institutional clients, Strategy Development, Virtual Teams, Fixed Income Products, Professional Networking, Fixed Income Research, Risk Mitigation, Client Retention, Infrastructure Planning, PMO, PMO Design, PMP, Management, Alternative Investments, Analysis, Wealth Management, Financial Analysis
Education
Villanova University 2008 — 2008
PMP, Project Management
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA - Certified Investment Manager Analyst, Investments and Securities
Harvard University, John F. Kennedy School of Government 2002 — 2003
Executive Management Certification, Executive Management
Radboud University Nijmegen 1984 — 1990
Masters, Public & Private Business Administration
Karan Kaul's MTB Investment Advisors Experience April 2008 - October 2011
Job Housing Finance Policy Center at The Urban Institute
Industry Financial Services
Experience
The Urban Institute December 2014 - Present
Freddie Mac August 2009 - November 2014
MTB Investment Advisors April 2008 - October 2011
Mayer Fund - University of Maryland, Robert. H Smith School of Business May 2008 - April 2009
Skills
Capital Adequacy, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Financial Analysis, Fixed Income, Business Analysis, Risk Management, Capital Markets, Asset Managment, Equities, Financial Services, Corporate Finance, Derivatives, Secondary Mortgage..., Housing Finance, Business Strategy, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Full time MBA
VJTI, University of Mumbai
Bachelor of Engineering
The Urban Institute December 2014 - Present
Freddie Mac August 2009 - November 2014
MTB Investment Advisors April 2008 - October 2011
Mayer Fund - University of Maryland, Robert. H Smith School of Business May 2008 - April 2009
Skills
Capital Adequacy, Financial Modeling, Valuation, Portfolio Management, Bloomberg, Financial Analysis, Fixed Income, Business Analysis, Risk Management, Capital Markets, Asset Managment, Equities, Financial Services, Corporate Finance, Derivatives, Secondary Mortgage..., Housing Finance, Business Strategy, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Full time MBA
VJTI, University of Mumbai
Bachelor of Engineering
Steven R. Crain, CFA's MTB Investment Advisors Experience 2007 - 2011
Job Senior Analyst, Vice President at Adams Express
Industry Investment Management
Experience
Adams Express February 2012 - Present
MTB Investment Advisors, M&T Bank 2007 - February 2012
MTB Investment Advisors 2007 - 2011
MTB Investment Advisors, M&T Bank 2004 - 2007
MTB Investment Advisors, M&T Bank 2003 - 2004
M&T Asset Management, M&T Bank 1997 - 2003
Education
University of Rochester - Simon Business School 2000 — 2004
Master of Science, Finance
Canisius College 1990 — 1995
Bachelor of Science, Business Administration
Canisius College
Master, Business Administration
Adams Express February 2012 - Present
MTB Investment Advisors, M&T Bank 2007 - February 2012
MTB Investment Advisors 2007 - 2011
MTB Investment Advisors, M&T Bank 2004 - 2007
MTB Investment Advisors, M&T Bank 2003 - 2004
M&T Asset Management, M&T Bank 1997 - 2003
Education
University of Rochester - Simon Business School 2000 — 2004
Master of Science, Finance
Canisius College 1990 — 1995
Bachelor of Science, Business Administration
Canisius College
Master, Business Administration
Young Ku, CFA's MTB Investment Advisors Experience 2006 - 2007
Job REIT Research, Wells Fargo Securities
Industry Real Estate
Experience
Wachovia Securities 2007 - Present
MTB Investment Advisors 2006 - 2007
M&T Bank 2004 - 2006
M&T Bank 2003 - 2004
Education
Cornell University 1998 — 2002
BA, Economics
Wachovia Securities 2007 - Present
MTB Investment Advisors 2006 - 2007
M&T Bank 2004 - 2006
M&T Bank 2003 - 2004
Education
Cornell University 1998 — 2002
BA, Economics
Clarence Woods's MTB Investment Advisors Experience Vice President, Chief Equity TraderM&T Bank, MTB Investment Advisors1996 - Present
Job Vice President at MTB Investment Advisors
Industry Investment Management
Experience
MTB Investment Advisors Vice President, Chief Equity TraderM&T Bank, MTB Investment Advisors1996 - Present
Education
Anne Arundel Community College 1980 — 1984
MTB Investment Advisors Vice President, Chief Equity TraderM&T Bank, MTB Investment Advisors1996 - Present
Education
Anne Arundel Community College 1980 — 1984
Crisman Boggan's MTB Investment Advisors Experience July 2008 - November 2012
Job Portfolio Manager at Retirement System of Tennessee
Industry Investment Management
Experience
Retirement System of Tennessee 2013 - Present
MTB Investment Advisors July 2008 - November 2012
Timbervest August 2007 - June 2008
Trusco Capital Management 2001 - 2007
SouthTrust Asset Management Compnay June 1999 - May 2001
Skills
Equities, Fixed Income, Asset Allocation, Asset Management, Finance, Asset Managment, Portfolio Management, Alternative Investments
Education
The University of Georgia
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
B.S. Economics, Accounting
Wando
Retirement System of Tennessee 2013 - Present
MTB Investment Advisors July 2008 - November 2012
Timbervest August 2007 - June 2008
Trusco Capital Management 2001 - 2007
SouthTrust Asset Management Compnay June 1999 - May 2001
Skills
Equities, Fixed Income, Asset Allocation, Asset Management, Finance, Asset Managment, Portfolio Management, Alternative Investments
Education
The University of Georgia
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
B.S. Economics, Accounting
Wando
Lynn Langlinais's MTB Investment Advisors Experience Compliance ManagerM&T Bank2005 - Present
Job Compliance Manager at MTB Investment Advisors
Industry Investment Management
Experience
MTB Investment Advisors Compliance ManagerM&T Bank2005 - Present
MTBIA 2005 - Present
ASB Capital Management September 1982 - February 2005
Education
Northern Virginia Community College
MTB Investment Advisors Compliance ManagerM&T Bank2005 - Present
MTBIA 2005 - Present
ASB Capital Management September 1982 - February 2005
Education
Northern Virginia Community College
Stefan Loren's MTB Investment Advisors Experience July 2005 - June 2007
Job Board Director at GenVec
Industry Financial Services
Experience
GenVec September 2013 - Present
UC San Diego January 2010 - Present
Westwicke Partners July 2008 - February 2014
Orchid Cellmark November 2010 - December 2011
Perceptive Advisors June 2007 - July 2008
MTB Investment Advisors July 2005 - June 2007
Legg Mason June 1997 - August 2003
Abbott Laboratories 1994 - 1996
UCSD 1982 - 1987
Skills
Technology Transfer, Lifesciences, Biotechnology
Education
University of California, Berkeley 1988 — 1992
Ph.D., Organic/Pharmaceutical Chemistry
The University of Chicago 1987 — 1988
Organometallic Chemistry
University of California, San Diego 1982 — 1987
bs, chemistry
TSRI
GenVec September 2013 - Present
UC San Diego January 2010 - Present
Westwicke Partners July 2008 - February 2014
Orchid Cellmark November 2010 - December 2011
Perceptive Advisors June 2007 - July 2008
MTB Investment Advisors July 2005 - June 2007
Legg Mason June 1997 - August 2003
Abbott Laboratories 1994 - 1996
UCSD 1982 - 1987
Skills
Technology Transfer, Lifesciences, Biotechnology
Education
University of California, Berkeley 1988 — 1992
Ph.D., Organic/Pharmaceutical Chemistry
The University of Chicago 1987 — 1988
Organometallic Chemistry
University of California, San Diego 1982 — 1987
bs, chemistry
TSRI
Jeff Durkee's MTB Investment Advisors Experience March 2007 - February 2012
Job Senior Vice President & Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
Michael Pfaff, CIPM's MTB Investment Advisors Experience July 2005 - March 2007
Job
Industry Investment Management
Experience
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
Slava Murygin's MTB Investment Advisors Experience November 2004 - March 2010
Job Independent SQL Contractor
Industry Information Technology and Services
Experience
SMC LLC October 2012 - Present
PASS - The Community for Data Professionals 2013 - 2015
PASS - The Community for Data Professionals 2013 - 2015
CSG 2014 - 2014
Maryland Department of Agriculture April 2013 - August 2013
U.S. House of Representatives September 2012 - March 2013
CSC December 2011 - September 2012
American Forest Products, LLC March 2010 - January 2012
American Wood Moulding 2010 - 2011
MTB Investment Advisors November 2004 - March 2010
Skills
Microsoft SQL Server, SQL, ETL, Data Warehousing, Business Intelligence, SSIS, SDLC, SSRS, SQL Tuning, T-SQL, Database Design, Database Administration, Performance Tuning, Business Analysis, Requirements Analysis, Integration, Project Management, Data Analysis, XML, Relational Databases, ASP, Business Requirements, Agile Methodologies, Requirements Gathering, HTML, Web Development, Agile Project Management, Solution Architecture, Business Process..., JavaScript, Spatial Databases, Data Mining, System Architecture, Access Database, Database Security, Query Tuning, Data Security, Indexing, Key Performance..., Transaction Processing, Equities, ETL Tools, Process Improvement, Process Optimization, Functional Requirements, System Requirements, SSAS, TRIZ, Tutoring
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1986 — 1994
Masters, Computer science
SMC LLC October 2012 - Present
PASS - The Community for Data Professionals 2013 - 2015
PASS - The Community for Data Professionals 2013 - 2015
CSG 2014 - 2014
Maryland Department of Agriculture April 2013 - August 2013
U.S. House of Representatives September 2012 - March 2013
CSC December 2011 - September 2012
American Forest Products, LLC March 2010 - January 2012
American Wood Moulding 2010 - 2011
MTB Investment Advisors November 2004 - March 2010
Skills
Microsoft SQL Server, SQL, ETL, Data Warehousing, Business Intelligence, SSIS, SDLC, SSRS, SQL Tuning, T-SQL, Database Design, Database Administration, Performance Tuning, Business Analysis, Requirements Analysis, Integration, Project Management, Data Analysis, XML, Relational Databases, ASP, Business Requirements, Agile Methodologies, Requirements Gathering, HTML, Web Development, Agile Project Management, Solution Architecture, Business Process..., JavaScript, Spatial Databases, Data Mining, System Architecture, Access Database, Database Security, Query Tuning, Data Security, Indexing, Key Performance..., Transaction Processing, Equities, ETL Tools, Process Improvement, Process Optimization, Functional Requirements, System Requirements, SSAS, TRIZ, Tutoring
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1986 — 1994
Masters, Computer science
Rod Dunlap, CFA's MTB Investment Advisors Experience July 2002 - July 2004
Job Financial Analyst at U.S. Department of Labor
Industry Financial Services
Experience
U.S. Department of Labor - Employee Benefits Security Administration (EBSA) September 2012 - Present
U.S. Department of Health and Human Services - Health Resources and Services Administration (HRSA) October 2010 - September 2012
International Boundary and Water Commission June 2009 - October 2010
Maxim Group April 2008 - June 2009
FBR August 2004 - December 2007
MTB Investment Advisors July 2002 - July 2004
BNP Paribas 2000 - 2002
Chevron USA June 1990 - July 1995
Skills
Civil Engineering, Project Management, Project Implementation, SharePoint, AutoCAD, Financial Analysis, Financial Modeling
Education
Emory University - Goizueta Business School 1992 — 1995
MBA, Business
Georgia Institute of Technology 1988 — 1990
Masters, Civil Engineering
Georgia Institute of Technology 1984 — 1988
Bachelors, Civil Engineering
U.S. Department of Labor - Employee Benefits Security Administration (EBSA) September 2012 - Present
U.S. Department of Health and Human Services - Health Resources and Services Administration (HRSA) October 2010 - September 2012
International Boundary and Water Commission June 2009 - October 2010
Maxim Group April 2008 - June 2009
FBR August 2004 - December 2007
MTB Investment Advisors July 2002 - July 2004
BNP Paribas 2000 - 2002
Chevron USA June 1990 - July 1995
Skills
Civil Engineering, Project Management, Project Implementation, SharePoint, AutoCAD, Financial Analysis, Financial Modeling
Education
Emory University - Goizueta Business School 1992 — 1995
MBA, Business
Georgia Institute of Technology 1988 — 1990
Masters, Civil Engineering
Georgia Institute of Technology 1984 — 1988
Bachelors, Civil Engineering
Clarence Woods's MTB Investment Advisors Experience 2002 - 2010
Job Executive Vice President at Flynn Capital Management
Industry Financial Services
Experience
Flynn Capital Management November 2011 - Present
MTB Investment Advisors 2002 - 2010
Skills
Equities, Investments, Series 7, Securities, Series 63, Asset Managment, Mutual Funds, Hedge Funds, Portfolio Management, Capital Markets, Alternative Investments, Trading, Asset Allocation, Financial Markets, Fixed Income, Wealth Management, Options, Bloomberg, Investment Strategies, Equity Research, Retirement Planning, Risk Management, Investment Management
Education
University of Maryland University College 2011 — 2014
Business Administration and Management, General
Anne Arundel Community College
Business & Public Administration, Business/Managerial Economics
Old Mill High School
Ridgeway Elementary
Flynn Capital Management November 2011 - Present
MTB Investment Advisors 2002 - 2010
Skills
Equities, Investments, Series 7, Securities, Series 63, Asset Managment, Mutual Funds, Hedge Funds, Portfolio Management, Capital Markets, Alternative Investments, Trading, Asset Allocation, Financial Markets, Fixed Income, Wealth Management, Options, Bloomberg, Investment Strategies, Equity Research, Retirement Planning, Risk Management, Investment Management
Education
University of Maryland University College 2011 — 2014
Business Administration and Management, General
Anne Arundel Community College
Business & Public Administration, Business/Managerial Economics
Old Mill High School
Ridgeway Elementary
Johnson Chukundah's MTB Investment Advisors Experience May 2010 - August 2010
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting