Next Capital Management LLC

Description

Address: 11 Times Square, New York, NY 10036 Phone: (212) 433-1111: : : Place name: Website: : : : Hours: Category: Website: http://nextcapitalmgmt.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Next Capital Management, LLC Posting publicly on the Web Write a review Reviews 1 Google review

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Next Capital Management LLC Employees

Employee
Years
Job
Industry
Andrew Putterman Andrew Putterman Washington D.C. Metro Area Details
Andrew Putterman's Next Capital Management LLC Experience April 2014 - Present
Job Key Strategic Advisor to Wealth Management Firms & Investor in Innovative Financial Technologies
Industry Financial Services
Experience
1812 Park, LLC   February 2014 - Present
Advizr   April 2015 - Present
B+ Institutional Services, LLC   June 2014 - Present
WBI  June 2014 - Present
The Princeton Private Equity Fund   October 2014 - Present
Waldron Wealth Management   April 2014 - Present
AdvicePeriod   January 2014 - Present
Lexington Wealth Management  December 2014 - Present
Traust Sollus Wealth Management  January 2014 - Present
Next Capital Management LLC   April 2014 - Present

Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management

Education
State University of New York at Binghamton   1978 — 1981
Bac, BS Accounting

Georgetown University

Nicholas Caesar Nicholas Caesar New York, New York Details
Nicholas Caesar's Next Capital Management LLC Experience June 2013 - Present
Job Analyst at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC   June 2013 - Present
Fidelity Investments  May 2012 - August 2012
TJX  June 2011 - August 2011

Education
Lawrence Academy   2009 — 2013

Lehigh University - College of Business and Economics   2009 — 2013
Bachelor of Science (BS), Finance

Lera Yalysheva Lera Yalysheva New York, New York Details
Lera Yalysheva's Next Capital Management LLC Experience August 2014 - Present
Job Analyst at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC   August 2014 - Present
Charles Schwab  June 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Social Media, Customer Service, Event Planning, Social Networking, Marketing, Social Media Marketing, Finance, Public Relations

Education
University of Alabama   2010 — 2014
Bachelor of Science (B.S.), Finance and Economics

Galit Kursman Galit Kursman New York, New York Details
Galit Kursman's Next Capital Management LLC Experience October 2014 - Present
Job Senior Vice President/Private Wealth Advisor at Next Capital Management LLC
Industry Banking
Experience
Next Capital Management LLC   October 2014 - Present
Credit Suisse  1994 - October 2014

Skills
Fixed Income, Investments, Portfolio Management, Trading, Capital Markets, Investment Advisory, Equities, Hedge Funds, Investment Banking, Derivatives

Education
University of Pennsylvania - The Wharton School
MBA, Finance, General

University of Rochester
Bachelor of Arts (B.A.), Economics

Amy Griffis Amy Griffis Greater New York City Area Details
Amy Griffis's Next Capital Management LLC Experience June 2013 - January 2015
Job MBA Candidate and Roy H. Park Leadership Fellow at Cornell, Johnson Graduate School of Management
Industry Financial Services
Experience
Next Capital Management LLC   June 2013 - January 2015
Next Capital Management   May 2012 - June 2013
Merrill Lynch Wealth Management  November 2011 - March 2012
826NYC/Brooklyn Superhero Supply Company  January 2011 - May 2011
Griffis & Associates   May 2009 - August 2009

Skills
Microsoft Office, Bloomberg

Education
New York University   2009 — 2012
BA, Economic Policy

Rice University   2008 — 2009

Kingwood High School   2004 — 2008

Cornell University - Johnson Graduate School of Management

Barbara Shames Barbara Shames Syosset, New York Details
Barbara Shames's Next Capital Management LLC Experience July 2015 - Present
Job Next Capital Management
Industry Financial Services
Experience
Next Capital Management LLC   July 2015 - Present
Northeast Securities  June 2000 - May 2015
Cambridge Capital   May 1997 - May 2000
Lew Lieberbaum   April 1992 - May 1997

Skills
Alternative Investments, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mutual Funds, Operations Management, Problem Solving, Trading, Training

Education
Rider University   1986 — 1990
Bachelor's degree, Communication and Media Studies

David Kelman David Kelman Greater New York City Area Details
David Kelman's Next Capital Management LLC Experience June 2009 - February 2015
Job Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors  February 2015 - Present
Next Capital Management LLC   June 2009 - February 2015
Yoga Sutra   2003 - 2009
Bank of America Merrill Lynch  2001 - 2003
Donaldson, Lufkin & Jenrette   1998 - 2002
Robert Fleming  1995 - 1996
Bear Stearns  1993 - 1995

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

Babson College   1989 — 1993
BS, cum laude, Finance

National Outdoor Leadership School (NOLS)   1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska

Outward Bound - Pacfic Crest Outward Bound School   1989 — 1989
Rock climbing, navigation, desert survival

Cranbrook Kingswood School   1985 — 1989
High School

Jim McGurren Jim McGurren Greater New York City Area Details
Jim McGurren's Next Capital Management LLC Experience September 2009 - Present
Job
Industry Investment Management
Experience
Next Capital Management LLC   September 2009 - Present
Dartmouth Advisory Services, Inc.   1992 - September 2009

Education
Fordham University   1976 — 1980
B.S., Accounting

Holy Cross High School   1972 — 1976
High School

Jennifer Pappas Jennifer Pappas Greater New York City Area Details
Jennifer Pappas's Next Capital Management LLC Experience January 2013 - Present
Job Chief Operations Officer / Chief Compliance Officer at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC   January 2013 - Present
Next Capital Management LLC   January 2010 - Present
Next Capital Management LLC   May 2000 - February 2010
Bear Stearns & Co  May 2000 - March 2007
Bear Stearns & Co.   October 1998 - May 2000

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
MBA

Tulane University   1994 — 1998
BA, Political Economy and German