Nollenberger Capital Partners

Description

Address: 101 California St # 3100, San Francisco, CA 94111 Phone: (415) 402-6000: : Place name: : Website: : Hours: Category: : : Website: http://www.nollenberger-im.com/management.php Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · 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 Nollenberger Capital Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Nollenberger Capital Partners Employees

Employee
Years
Job
Industry
Cailen Wachob Cailen Wachob San Francisco, California Details
Cailen Wachob's Nollenberger Capital Partners Experience March 2007 - July 2008
Job Director of Sales & Retention at Experience LLC
Industry Sports
Experience
Experience LLC  July 2014 - Present
viagogo  July 2009 - July 2014
Fan Media Network, Inc.   July 2008 - December 2008
Nollenberger Capital Partners   March 2007 - July 2008
UC Berkeley  October 2005 - March 2007

Skills
Sponsorship, Sports Marketing, Sports, Ticket Sales, Sports Management, Sponsorship Sales, Archtics, Marketing, Sponsorship Activation, Social Media Marketing, Event Management, Social Networking, Media Relations, Social Media, Event Planning

Education
University of San Francisco   2005 — 2007
Master of Arts, Sport Management

University of Nevada-Reno   2002 — 2005
Bachelopr of Arts, Communication, Political Science

Shannon Tu Shannon Tu San Francisco Bay Area Details
Shannon Tu's Nollenberger Capital Partners Experience July 2010 - September 2010
Job Federal Tax Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2013 - Present
KPMG US  June 2012 - August 2012
UC Santa Barbara  October 2011 - June 2012
KPMG US  August 2011 - August 2011
EY  July 2011 - July 2011
PwC  July 2011 - July 2011
Nollenberger Capital Partners   July 2010 - September 2010

Skills
PowerPoint, Microsoft Office, Access

Education
Mission San Jose High School

University of California, Santa Barbara
BA, Economics and Accounting

Justin Sautter Justin Sautter Lexington, Kentucky Details
Justin Sautter's Nollenberger Capital Partners Experience 2005 - 2007
Job Senior Partner/Wealth Advisor at Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management  January 2015 - Present
Russell Capital Management  November 2013 - Present
Volomite Wealth Management, LLC   February 2009 - November 2013
Nollenberger Capital Partners   2005 - 2007
Wells Fargo Securities  March 1999 - August 2005
PwC  August 1997 - August 1998

Education
Colgate University   1992 — 1996
Bachelor of Arts (B.A.), Economics and International Relations

Deerfield Academy   1987 — 1991

IMCA   2010 — 2010
Certified Private Wealth Advisor, CPWA

Sayre School

Henry Wagner Henry Wagner San Francisco Bay Area Details
Henry Wagner's Nollenberger Capital Partners Experience June 2009 - January 2011
Job VP, Municipal Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  May 2012 - Present
Sterne Agee  February 2011 - May 2012
Nollenberger Capital Partners   June 2009 - January 2011
Morgan Stanley  2008 - December 2009

Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation

Education
University of Colorado at Boulder - Leeds School of Business   2005 — 2009
BA, Finance

Rocky Jagir Rocky Jagir San Francisco Bay Area Details
Rocky Jagir's Nollenberger Capital Partners Experience 2006 - 2008
Job Program Manager, Supply Chain Operations at Google
Industry Logistics and Supply Chain
Experience
Google  2013 - Present
Maxim Integrated Products  December 2009 - July 2013
Maxim Integrated  December 2009 - January 2012
BEP Corporation (Franchise Restauraunts)   2008 - November 2009
Nollenberger Capital Partners   2006 - 2008
PricewaterhouseCoopers  January 2005 - June 2006

Skills
Cross-functional Team..., Forecasting, Management, Manufacturing, Process Improvement, Product Development, Product Management, Program Management, Project Management, Strategy, Supply Chain, Supply Chain Management

Education
The Johns Hopkins University
Master of Science, Quantitative Finance

Justin Sebastiano Justin Sebastiano Reading, Pennsylvania Area Details
Justin Sebastiano's Nollenberger Capital Partners Experience November 2005 - November 2007
Job Vice President, Finance at Penn National Gaming
Industry Gambling & Casinos
Experience
Penn National Gaming  April 2015 - Present
Penn National Gaming  September 2014 - April 2015
Brean Capital  July 2012 - August 2014
Canaccord Genuity Inc. (formerly Collins Stewart LLC)   November 2011 - March 2012
Morgan Joseph TriArtisan LLC (now part of Collins Stewart LLC)   February 2008 - November 2011
Nollenberger Capital Partners   November 2005 - November 2007
Wells Fargo Securities  January 2005 - August 2005
Value Line  May 1999 - December 2004
Bury and Tomkins Associates   February 1998 - May 1999
Lexington Management Corp.   August 1996 - August 1997

Skills
Corporate Finance, Financial Analysis, Industry Analysis, Financial Modeling, Valuation, Forecasting, Research, Equities, Excel, Series 7, Series 24, Series 63, Series 86, Series 87

Education
Rutgers Graduate School of Management   2002 — 2004
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-Newark   1997 — 1999
Bachelor of Arts (BA), Mathematics

Rutgers, The State University of New Jersey-New Brunswick   1992 — 1996
Bachelor of Arts (BA), Economics

Harry Ikenson Harry Ikenson Greater New York City Area Details
Harry Ikenson's Nollenberger Capital Partners Experience 2005 - 2006
Job Research Professional
Industry Research
Experience
Ikenson Research/Consulting   July 2007 - Present
Soleil Securities Corporation   June 2006 - June 2007
Nollenberger Capital Partners   2005 - 2006
First Albany Capital  2002 - 2005
JP Morgan Chase (Formerly Hambrecht & Quist)   1998 - 2001
Rodman & Renshaw (formerly Mabon Securities)   1992 - March 1998
S.G. Warburg   1988 - 1992
Rothschild Inc.  1984 - 1988

Skills
Valuation, Financial Modeling, Equities, Equity Research, Investments, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Venture Capital, Bloomberg, Securities, Fixed Income, Private Equity, Capital Markets, Due Diligence, Hedge Funds, Investment Banking, Alternative Investments, Portfolio Management, Mergers, Mutual Funds, Asset Management, Series 7, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Trading, Competitive Analysis, Financial Services, Investor Relations, Mergers & Acquisitions, Start-ups, IPO, Derivatives, Emerging Markets, Corporate Development, Commodity, Equity Trading, Investment Advisory, Finance, Business Valuation, Structured Finance, Financial Advisory, Options, Bonds, Bloomberg Terminal, Electronic Trading, Trading Systems

Education
University of Bridgeport
B.S. Finance, Finance, General

Bruce Lanni Bruce Lanni San Francisco Bay Area Details
Bruce Lanni's Nollenberger Capital Partners Experience 2009 - 2010
Job at Lanni Capital Investments LLC "LCI"
Industry Investment Banking
Experience
Lanni Capital Investments LLC "LCI"   March 2011 - Present
Sterne Agee  January 2011 - March 2011
Nollenberger Capital Partners   2009 - 2010
A.G. Edwards & Sons, Inc.   1998 - 2007
Oppenheimer & Co.   1994 - 1998
Rauscher Pierce   1993 - 1994
ARCO  1978 - 1993

Skills
Equities, Portfolio Management, Investments, Fixed Income, Bonds, Energy, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Capital Markets, Valuation, Investment Advisory, Securities, Asset Managment, Geophysics, Seismology, Financial Modeling, Seismic Design, Private Equity, Asset Allocation

Education
University of California, Davis   1973 — 1977
Bachelor of Science, Geology

California State University-Northridge   1978 — 1979
Graduate Studies, MS Geology

todd clark todd clark San Francisco Bay Area Details
todd clark's Nollenberger Capital Partners Experience September 2005 - May 2010
Job Equity Capital Markets Executive seeking an Opportunity and Challenge
Industry Investment Banking
Experience
Independent  July 2011 - Present
Morgan Joseph TriArtisan LLC  July 2010 - July 2011
Nollenberger Capital Partners   September 2005 - May 2010
Wells Fargo Securities  January 2002 - August 2005

Skills
Trading, Equity Trading, Series 7, Management, Series 63, Equities, Sales, Hedge Funds, Equity Research, Capital Markets, Securities, Electronic Trading, Alternative Investments, Series 66, series 24, Fixed Income

Education
Trinity College-Hartford   1979 — 1983
Bachelor of Arts (B.A.), Economics, 3.5 GPA

Thomas McGivern Thomas McGivern San Francisco, California Details
Thomas McGivern's Nollenberger Capital Partners Experience November 2005 - April 2007
Job Institutional Equity Sales at 86Research Ltd.
Industry Investment Banking
Experience
86Research Ltd.   August 2015 - Present
Evercore Partners  March 2012 - March 2015
Collins Stewart  September 2011 - April 2012
Susquehanna International Group (SIG)   April 2007 - January 2011
Nollenberger Capital Partners   November 2005 - April 2007
Fulcrum Global Partners  September 2001 - November 2005
Furman Selz LLC  1998 - 2001
UBS  1997 - 1999
Dean Witter Reynolds, Inc.   1989 - 1997

Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities

Education
Harvard University
Bachelor of Arts, English and American Literature

Choate Rosemary Hall

Brian Wilhite Brian Wilhite San Francisco Bay Area Details
Brian Wilhite's Nollenberger Capital Partners Experience November 2002 - November 2007
Job Founder / CEO at Sqor, Inc
Industry Marketing and Advertising
Experience
Sqor  June 2011 - Present
Virtual Fan Network   July 2011 - April 2013
trueAnthem  November 2007 - July 2011
Nollenberger Capital Partners   November 2002 - November 2007

Skills
Digital Marketing, Social Media, Entrepreneurship, Digital Media, Mobile Devices, Partnerships, Digital Strategy, Start-ups, New Media, SEO, Online Advertising, Social Media Marketing, Integrated Marketing, Marketing Strategy, Creative Direction, Marketing, Sponsorship, Entertainment, Strategic Partnerships, Mobile Marketing, Sports Marketing

Education
Louisiana State University   1986 — 1989
BS, International Trade & Finance

North Medford High School

Carter Crum, CFA Carter Crum, CFA San Francisco Bay Area Details
Carter Crum, CFA's Nollenberger Capital Partners Experience January 2005 - October 2010
Job Senior Vice President Wealth Management, Portfolio Manager at UBS Financial Services, Inc.
Industry Investment Management
Experience
Nollenberger Capital Partners   January 2005 - October 2010
Citi  August 1999 - January 2005
US Navy  May 1993 - July 1999

Education
University of Pennsylvania   1989 — 1993
BA, Economics

Trinity Valley HS

Bruce Nollenberger Bruce Nollenberger San Francisco, California Details
Bruce Nollenberger's Nollenberger Capital Partners Experience December 2001 - January 2010
Job Nollenberger Investment Management LLC
Industry Investment Management
Experience
Nollenberger Investment Management LLC   October 2012 - Present
ThinkEquity LLC  August 2011 - October 2012
Nollenberger Investment Management Inc.   2010 - August 2011
Nollenberger Capital Partners   December 2001 - January 2010
Wells Fargo Van Kasper  July 1992 - August 2001

Skills
Asset Management, Securities, Portfolio Management, Financial Markets, Wealth Management, Series 7, Equities, Investment Advisory, Expert Witness, Financial Principal..., Asset Managment, Investment Banking, Investment Management, Fixed Income, Bonds, Investment Strategies, Investments, Retirement Planning, Financial Advisory, ETFs, Finance, FINRA, 401k

Education
University of Colorado at Boulder - Leeds School of Business   1972 — 1974
BS Finance, Accounting and Finance

Perrysburg High School

Jana Kantor Jana Kantor San Francisco Bay Area Details
Jana Kantor's Nollenberger Capital Partners Experience October 2010 - January 2011
Job Experienced Educator and Human Interactions Specialist
Industry Primary/Secondary Education
Experience
San Leandro Unified School District  January 2015 - Present
Five Keys Charter Schools and Programs  July 2015 - July 2015
Boot & Shoe Service   August 2014 - February 2015
TOAST Kitchen + Bar   July 2012 - April 2014
Moody's Bar and Bistro   January 2012 - June 2012
Delfina Restaurant  February 2011 - December 2011
Nollenberger Capital Partners   October 2010 - January 2011
San Francisco Unified School District  August 2009 - July 2010
NYC Department of Education  September 2004 - August 2009

Skills
Research, Teaching, Public Speaking, Marketing, Customer Service, Management, Event Planning, Event Management, Community Outreach, Social Media, Social Networking, Microsoft Office, Educational Leadership, Adult Education, Health Education, Holistic Health, Travel Planning, Curriculum Design, Curriculum Development, Restorative Justice, Conflict Management, E-Learning

Education
St. John's University   2004 — 2006
Master of Arts (M.A.), Math Education (Grades 7-12), 4.0

University of Michigan   2000 — 2004
Bachelor of Arts (B.A.), Psychology

CJ Jones CJ Jones San Francisco, California Details
CJ Jones's Nollenberger Capital Partners Experience April 2007 - October 2010
Job Salient + Forward
Industry Financial Services
Experience
Forward  May 2011 - Present
Nollenberger Capital Partners   April 2007 - October 2010
Wells Fargo Securities, LLC  September 1998 - August 2005
PaineWebber (UBS Securites)   February 1989 - May 1998

Education
University of Colorado Boulder
BA, Economics

Joseph Pattison Joseph Pattison Portland, Oregon Area Details
Joseph Pattison's Nollenberger Capital Partners Experience September 2005 - August 2006
Job Senior Vice President, Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   September 2006 - Present
Nollenberger Capital Partners   September 2005 - August 2006
Wells Fargo Securities  May 2000 - August 2005

Skills
Series 63, Equities, Equity Research, Capital Markets, Investments, Securities, Series 7, Investment Banking, Institutional Sales, Financial Analysis, Portfolio Management, Asset Management, Asset Allocation, Valuation

Education
University of Oregon   1996 — 2000
Bachelor of Science (BS), Economics

Tualatin High School   1992 — 1995

Carrie A. Snyder Carrie A. Snyder San Francisco Bay Area Details
Carrie A. Snyder's Nollenberger Capital Partners Experience 2007 - 2008
Job Consultant; Strategic Development, Finance & Operations at Vitaliti Wellness Inc.
Industry Financial Services
Experience
Vitaliti Wellness Inc.   2011 - Present
Emerging Growth Research   2009 - 2011
Nollenberger Capital Partners   2007 - 2008
Wells Fargo Securities  2005 - 2007
Pacific Growth Equities  2003 - 2005
Ashwood Capital Inc.   2001 - 2003
Citigroup Global Markets  2000 - 2001
JPMorgan Chase & Co.   1997 - 2000

Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM

Education
Georgetown University - The McDonough School of Business   1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance

University of Oxford   1996 — 1996
International Management Graduate Business Program

The George Washington University   1992 — 1994
Master's Degree, Elliott School of International Affairs

University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German

Henry M. Gunn Senior High School, Palo Alto CA

Kimberly Snell Kimberly Snell San Francisco Bay Area Details
Kimberly Snell's Nollenberger Capital Partners Experience September 2005 - August 2009
Job Experienced Executive Assistant Open To New Opportunities!
Industry Financial Services
Experience
Various Contract Positions  June 2013 - Present
Robert W. Baird & Co.   July 2010 - June 2013
Nollenberger Capital Partners   September 2005 - August 2009
Banc of America Securities  September 1997 - August 2004

Skills
Concur, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Executive Support, Executive..., Spreadsheets, Office Management, Heavy Calendaring, Meeting Scheduling, Office Administration, Administrative..., Event Planning, Leadership, Management, Marketing, Microsoft Office, Microsoft Word

Education
University of Cincinnati

Sandeep Subhedar Sandeep Subhedar San Francisco Bay Area Details
Sandeep Subhedar's Nollenberger Capital Partners Experience May 2007 - August 2007
Job Project Finance and Corporate Development at Bloom Energy
Industry Renewables & Environment
Experience
Bloom Energy  May 2011 - Present
Credit Suisse  July 2008 - June 2010
Nollenberger Capital Partners   May 2007 - August 2007
Affinity Circles  May 2006 - August 2006
Greatbatch Inc  2005 - 2005

Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Finance, Corporate Development, Project Finance, Strategy, Entrepreneurship, Start-ups, General Awesomeness, Mergers & Acquisitions

Education
University of Pennsylvania   2004 — 2008
BSE, Materials Science Engineering

University of Pennsylvania - The Wharton School   2004 — 2008
BS, Finance

Thomas Burch Thomas Burch San Francisco Bay Area Details
Thomas Burch's Nollenberger Capital Partners Experience September 2005 - April 2011
Job Senior Network Design Specialist
Industry Telecommunications
Experience
Windstream Communications  June 2014 - Present
Merriman Capital, Inc.   September 2012 - June 2014
Windstream Communications  August 2011 - September 2012
Equian Technologies   April 2011 - August 2011
Nollenberger Capital Partners   September 2005 - April 2011
149 th Armor   1998 - 2006
Thomas Weisel Partners  July 1999 - September 2005
Golden Gate University  June 1998 - August 1999

Skills
Technology Management, Asset Managment, Investments, Management, Networking, Telecommunications, Strategic Planning, Network Design, Managed Services, SaaS, Salesforce.com, Valuation, Financial Modeling, Financial Analysis, Executive Management, Data Center, Consulting, Cloud Computing, Budgets, Asset Management

Education
Additional Education   1998 — 1999
Computer Systems Networking and Telecommunications

University of Nevada-Las Vegas - College of Business   1994 — 1998
Bachelor of Business Administration, Management Information Systems, General

Steve Seligson Steve Seligson San Francisco Bay Area Details
Steve Seligson's Nollenberger Capital Partners Experience January 2006 - Present
Job Vice President / Partner at Nollenberger Capital Partners
Industry Financial Services
Experience
Nollenberger Capital Partners   January 2006 - Present
Smith Barney, subsidiary of Citigroup   January 2001 - January 2003
Bodynamics   January 1992 - January 2000

Education
University of Southern California - Marshall School of Business   2000 — 2002
Business

California Institute of Integral Studies   1993 — 1997
MA, Public Health

California Institute of Integral Studies
Master's, Public Health

University of East Anglia   1984 — 1986
BA, Political Science

University of East Anglia
BA, Political Science

Marshall School of Business, University of Southern California
MBA

Kathuryn Gustafson Kathuryn Gustafson San Francisco Bay Area Details
Kathuryn Gustafson's Nollenberger Capital Partners Experience November 2007 - March 2011
Job Vice President at Hargrave Fiduciary Advisors LLC
Industry Financial Services
Experience
Hargrave Fiduciary Advisors LLC   March 2011 - Present
Nollenberger Capital Partners   November 2007 - March 2011
Wells Fargo  2004 - 2007
Merrill Lynch  1996 - 2004

Skills
Pensions, Asset Managment, Retirement Plan..., Fiduciary, Series 7, Series 63, Series 65, Equities, Investments, Securities, Portfolio Management, Investment Advisory

Education
Michigan State University   1989 — 1993

Lake Forest High School

Gary Cuiper, CFA Gary Cuiper, CFA San Francisco Bay Area Details
Gary Cuiper, CFA's Nollenberger Capital Partners Experience November 2006 - December 2007
Job Managing Director, Head of Institutional Trading at Roberts & Ryan Investments, Inc. DVBE
Industry Financial Services
Experience
Roberts & Ryan Investments Inc. DVBE   April 2013 - Present
Broadmoor Capital   2007 - April 2013
David White & Associates  March 2012 - July 2012
Nollenberger Capital Partners   November 2006 - December 2007
Fulcrum Global Partners  February 2004 - November 2006
WR Hambrecht + Co  April 2000 - November 2003
Volpe Brown Whelan  1999 - 2000
Hambrecht & Quist  May 1992 - 1999
First Boston Corporation  1983 - 1989
Transamerica  1980 - 1983

Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading

Education
California State University-Fullerton   1974 — 1981
MBA, finance and marketing

Pamela Fong Pamela Fong San Francisco Bay Area Details
Pamela Fong's Nollenberger Capital Partners Experience October 2006 - June 2007
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities  May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company   May 2008 - Present
The Shemano Group  December 2007 - May 2008
BTIG LLC  June 2007 - December 2007
Nollenberger Capital Partners   October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC  January 1999 - October 2006
Thomas Weisel Partners  1999 - 2006
Montgomery Securities  May 1998 - January 1999
HSBC SECURITIES, INC  August 1995 - May 1998
SALOMON BROTHERS, INC  August 1993 - August 1995

Education
Member of New York and Massachusetts
Doctor of Law (J.D.)

New York Law School   1989 — 1993
JD, Law

NEW YORK LAW SCHOOL
Juris Doctorate

DREW UNIVERSITY   1981 — 1985

Drew University   1981 — 1985
BA, Behavioral Sciences, Political Science

Irma Rivera Irma Rivera San Francisco Bay Area Details
Irma Rivera's Nollenberger Capital Partners Experience July 2007 - November 2009
Job Administrative Assistant III at HighMark Capital Management
Industry Banking
Experience
HighMark Capital Management  April 2014 - Present
City National Bank  July 2011 - April 2014
NTR Metals  January 2010 - July 2011
Nollenberger Capital Partners   July 2007 - November 2009

Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Management, Financial Modeling, Account Management, Leadership, Time Management, Event Planning, Human Resources, Social Networking

Education
Skyline College   2002 — 2004

Capuchino High School   1999 — 2002

Achim Christner Achim Christner San Francisco Bay Area Details
Achim Christner's Nollenberger Capital Partners Experience July 2010 - July 2011
Job Business Professional
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management  July 2011 - Present
Nollenberger Capital Partners   July 2010 - July 2011
Nollenberger Capital Partners   January 2010 - July 2010
Wells Fargo  September 2008 - August 2009
Deutsche Bank  June 2007 - August 2007
BB Consulting  June 2006 - August 2006

Education
Saint Mary's College of California   2008 — 2009
M.S., Financial Analysis and Investment Management

Saint Mary's College of California   2005 — 2008
B.S., Financial Services

William Posch, AIF® William Posch, AIF® San Francisco Bay Area Details
William Posch, AIF®'s Nollenberger Capital Partners Experience June 2008 - May 2010
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group  July 2014 - Present
BPM Advisors, Inc.   August 2012 - June 2014
Wells Fargo Insurance Services Investment Advisors, Inc.   June 2010 - August 2012
Nollenberger Capital Partners   June 2008 - May 2010
Stancorp Equities   2005 - 2008
Wells Fargo Advisors  2003 - 2005

Skills
Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Client Services, Retirement Planning, Investment Advisory, 401k, Retirement Plan..., Fixed Income, Equities

Education
San Francisco State University
Bachelor's degree, European History

J. Robert Hahn J. Robert Hahn San Francisco Bay Area Details
J. Robert Hahn's Nollenberger Capital Partners Experience February 2002 - Present
Job Synectix Business Solutions
Industry Information Technology and Services
Experience
Synectix Business Solutions   March 2002 - Present
Nollenberger Capital Partners   February 2002 - Present
Yahoo!  2010 - 2011
Nollenberger Capital Partners   February 2002 - December 2008
Thomas Weisel Partners  June 1999 - March 2002
Synectix Systems   September 1996 - July 1999

Education
San Francisco State University

Cory Clar Cory Clar San Francisco Bay Area Details
Cory Clar's Nollenberger Capital Partners Experience 2006 - 2007
Job Writer and Editor, User Experience (UX)
Industry Financial Services
Experience
Wells Fargo  December 2013 - June 2015
Wescom Credit Union  October 2012 - November 2013
Morgan Stanley Smith Barney  2012 - January 2012
Wescom Credit Union  January 2010 - November 2011
Franklin Templeton Investments  2011 - 2011
Wescom Credit Union  2010 - 2011
Contango Capital Advisors  2008 - 2011
Nollenberger Capital Partners   2006 - 2007
Merriman Curhan Ford & Co.   2003 - 2006
Financial Services and Biotechnology Companies   2001 - 2003

Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media

Education
University of California, Santa Cruz
BA

Steven Sears Steven Sears San Francisco Bay Area Details
Steven Sears's Nollenberger Capital Partners Experience February 2002 - December 2002
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank  September 2012 - Present
Wells Fargo Advisors  2010 - 2012
Morgan Stanley Smith Barney  March 2008 - June 2010
UBS  May 2004 - March 2008
Nollenberger Capital Partners   February 2002 - December 2002
Shott Capital Management  March 2000 - February 2002
Advent Software  March 1998 - March 2000
Charles Schwab  September 1990 - March 1998

Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis

Education
California State University-Sacramento   1987 — 1989
BS, Finance

Menlo College   1985 — 1987
Business

Stephen Wynne Stephen Wynne San Francisco Bay Area Details
Stephen Wynne's Nollenberger Capital Partners Experience 2006 - 2007
Job Private Wealth Advisor at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Securities   2013 - Present
J.P. Morgan Securities   2011 - 2013
JMP Securities  2009 - 2011
Citi  2006 - 2008
Nollenberger Capital Partners   2006 - 2007
Thomas Weisel Partners  2004 - 2006
Renaissance / NYFIX   2003 - 2004
Robertson Stephens  1996 - 2002
St. Ignatius College Preparatory  1996 - 2002

Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg

Education
UC Santa Barbara
Bachelor's Degree, Political Science

Saint Ignatius College Preparatory

Bart LeConey Bart LeConey San Francisco, California Details
Bart LeConey's Nollenberger Capital Partners Experience May 2005 - January 2007
Job Business Development Manager at Constellation Advisers, LLC
Industry Investment Management
Experience
Constellation Advisers, LLC  November 2014 - Present
WestEnd Capital Management   March 2011 - July 2014
Susquehanna International Group  January 2007 - February 2011
Nollenberger Capital Partners   May 2005 - January 2007

Skills
Equity Trading, Bloomberg, Options, Technical Analysis, Trading Strategies, Equities, Hedge Funds, Equity Research, Series 7, Equity Derivatives, Fundamental Analysis, Alternative Investments, Series 63, derivix, Electronic Trading, Trading Systems, Special Situations..., Event Driven, Options Strategies, Long/Short Equity, prime brokerage, Trading Operations, Derivatives, ETFs, Proprietary Trading, Investment Strategies, Trading, Asset Management, Portfolio Management, Investments, Hedging, Financial Markets

Education
Vanderbilt University   2000 — 2004
Bachelor of Arts (B.A.)

Deerfield Academy   1996 — 2000

Buckley