Offit Hall Capital Management
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Offit Hall Capital Management Employees
Employee
Years
Job
Industry
Alysia Porter Alysia Porter's Offit Hall Capital Management Experience 2005 - 2006
Job Registered Nurse at Palo Alto Medical Foundation
Industry Hospital & Health Care
Experience
Palo Alto Medical Foundation May 2013 - Present
Blood Centers of the Pacific February 2013 - Present
UCSF September 2012 - December 2012
Walden House May 2012 - August 2012
Children's Hospital and Research Center January 2012 - May 2012
UCSF August 2011 - May 2012
San Francisco General Hospital Renal Center May 2011 - August 2011
Palo Alto Medical Foundation 2009 - 2010
Offit Hall Capital Management 2005 - 2006
Skills
ACLS certified, BLS, Epic Systems, EMR, Healthcare, Nursing, Medical Terminology, EHR, ACLS, Patient Education, PALS, Microsoft Word, Microsoft Excel, PowerPoint development, Google Docs, Nursing Care, Patient Safety, Public Health, Hospitals, Treatment
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), Nursing, Clinical Nurse Leader
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (B.S.), Biology, Concentration Human Anatomy and Physiology
Palo Alto Medical Foundation May 2013 - Present
Blood Centers of the Pacific February 2013 - Present
UCSF September 2012 - December 2012
Walden House May 2012 - August 2012
Children's Hospital and Research Center January 2012 - May 2012
UCSF August 2011 - May 2012
San Francisco General Hospital Renal Center May 2011 - August 2011
Palo Alto Medical Foundation 2009 - 2010
Offit Hall Capital Management 2005 - 2006
Skills
ACLS certified, BLS, Epic Systems, EMR, Healthcare, Nursing, Medical Terminology, EHR, ACLS, Patient Education, PALS, Microsoft Word, Microsoft Excel, PowerPoint development, Google Docs, Nursing Care, Patient Safety, Public Health, Hospitals, Treatment
Education
University of San Francisco 2011 — 2012
Master of Science (M.S.), Nursing, Clinical Nurse Leader
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science (B.S.), Biology, Concentration Human Anatomy and Physiology
John Shea John Shea's Offit Hall Capital Management Experience April 2003 - June 2005
Job Portfolio Manager at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC October 2014 - Present
Hamilton Lane August 2011 - October 2014
Beyond Capital Fund April 2012 - March 2013
Graham Partners June 2011 - August 2011
Tuck School of Business at Dartmouth College September 2009 - May 2011
Cambridge Associates July 2005 - August 2009
Offit Hall Capital Management April 2003 - June 2005
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Investments, Fund Selection
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 1998 — 2002
Bachelor of Arts, Government
Hall Capital Partners LLC October 2014 - Present
Hamilton Lane August 2011 - October 2014
Beyond Capital Fund April 2012 - March 2013
Graham Partners June 2011 - August 2011
Tuck School of Business at Dartmouth College September 2009 - May 2011
Cambridge Associates July 2005 - August 2009
Offit Hall Capital Management April 2003 - June 2005
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Investments, Fund Selection
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 1998 — 2002
Bachelor of Arts, Government
Morgan Clements Duquette Morgan Clements Duquette's Offit Hall Capital Management Experience July 2002 - December 2006
Job Business Strategy Lead at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co. January 2015 - Present
VF Outdoor and Action Sports June 2012 - January 2015
VF Outdoor and Action Sports January 2012 - May 2012
The North Face May 2009 - December 2011
Joie de Vivre Hospitality October 2008 - March 2009
The Clorox Company 2008 - 2008
Stanford Management Company 2007 - 2007
Offit Hall Capital Management July 2002 - December 2006
Skills
Competitive Analysis, Market Research, Market Analysis, Business Strategy, Brand Architecture, Investment Strategies, Strategic Planning, Strategic Consulting, Brand Management, Product Management, Strategy, Business Planning, Cross-functional Team..., Segmentation, Analysis, Portfolio Management, Management, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Marketing, Brand Strategy
Vanderbilt University 1997 — 2001
Bachelor of Arts, Economics, Psychology
Levi Strauss & Co. January 2015 - Present
VF Outdoor and Action Sports June 2012 - January 2015
VF Outdoor and Action Sports January 2012 - May 2012
The North Face May 2009 - December 2011
Joie de Vivre Hospitality October 2008 - March 2009
The Clorox Company 2008 - 2008
Stanford Management Company 2007 - 2007
Offit Hall Capital Management July 2002 - December 2006
Skills
Competitive Analysis, Market Research, Market Analysis, Business Strategy, Brand Architecture, Investment Strategies, Strategic Planning, Strategic Consulting, Brand Management, Product Management, Strategy, Business Planning, Cross-functional Team..., Segmentation, Analysis, Portfolio Management, Management, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Marketing, Brand Strategy
Vanderbilt University 1997 — 2001
Bachelor of Arts, Economics, Psychology
Tricia Parris Tricia Parris's Offit Hall Capital Management Experience August 2002 - August 2003
Job General Manager, National Agency Sales at MaxPoint
Industry Internet
Experience
MaxPoint April 2015 - Present
MaxPoint January 2014 - March 2015
MaxPoint 2013 - 2013
MaxPoint 2011 - 2013
Kayak.com 2009 - 2011
Pottery Barn Kids/Williams-Sonoma 2003 - 2009
Offit Hall Capital Management August 2002 - August 2003
Skills
Digital Marketing, Sales, Retail, Advertising, Digital Media, Online Advertising, Digital Strategy, Integrated Marketing, Social Media, Online Marketing, Marketing Strategy
Education
Princeton University 1996 — 2000
BA English, Creative Writing
MaxPoint April 2015 - Present
MaxPoint January 2014 - March 2015
MaxPoint 2013 - 2013
MaxPoint 2011 - 2013
Kayak.com 2009 - 2011
Pottery Barn Kids/Williams-Sonoma 2003 - 2009
Offit Hall Capital Management August 2002 - August 2003
Skills
Digital Marketing, Sales, Retail, Advertising, Digital Media, Online Advertising, Digital Strategy, Integrated Marketing, Social Media, Online Marketing, Marketing Strategy
Education
Princeton University 1996 — 2000
BA English, Creative Writing
James McCormick James McCormick's Offit Hall Capital Management Experience 2001 - 2004
Job Senior Vice President & CoHead of Acquisitions at AMLI Residential
Industry Real Estate
Experience
AMLI Residential 2006 - Present
Offit Hall Capital Management 2001 - 2004
Robertson Stephens 2000 - 2001
Skills
Asset Managment, Private Equity, Due Diligence, Real Estate, Mergers, Financial Modeling, Valuation, Real Estate Economics, Business Strategy, Asset Management, Mergers & Acquisitions, Disposition, Acquisitions, Investment Properties, Real Estate Development, Real Estate Transactions, Dispositions, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate & Finance
Duke University 1995 — 1999
BA, Economics & Public Policy
The Dalton School 1990 — 1995
St. Bernards
AMLI Residential 2006 - Present
Offit Hall Capital Management 2001 - 2004
Robertson Stephens 2000 - 2001
Skills
Asset Managment, Private Equity, Due Diligence, Real Estate, Mergers, Financial Modeling, Valuation, Real Estate Economics, Business Strategy, Asset Management, Mergers & Acquisitions, Disposition, Acquisitions, Investment Properties, Real Estate Development, Real Estate Transactions, Dispositions, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate & Finance
Duke University 1995 — 1999
BA, Economics & Public Policy
The Dalton School 1990 — 1995
St. Bernards
Jacob Levy Jacob Levy's Offit Hall Capital Management Experience April 2002 - June 2006
Job
Industry Investment Management
Experience
The Presidio Group LLC October 2011 - Present
American Red Cross July 2008 - September 2011
Evergreen Solar June 2007 - August 2007
Citizens Energy January 2007 - January 2007
Offit Hall Capital Management April 2002 - June 2006
Skills
Organic Farming
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Maastricht School of Management 2001 — 2001
University of California, San Diego 1997 — 2001
BS
The Presidio Group LLC October 2011 - Present
American Red Cross July 2008 - September 2011
Evergreen Solar June 2007 - August 2007
Citizens Energy January 2007 - January 2007
Offit Hall Capital Management April 2002 - June 2006
Skills
Organic Farming
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Maastricht School of Management 2001 — 2001
University of California, San Diego 1997 — 2001
BS
David Sanguinetti's Offit Hall Capital Management Experience 2001 - 2007
Job Chief Investment Officer at Eucalyptus Associates, Inc.
Industry Investment Management
Experience
Eucalyptus Associates, Inc. July 2008 - Present
Hall Capital Partners LLC March 2001 - June 2008
Offit Hall Capital Management 2001 - 2007
icPlanet August 2000 - December 2001
TimeDance July 1999 - July 2000
J.P. Morgan July 1993 - July 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Investment Management, Asset Management, Investment Strategies, Bloomberg, Venture Capital, Asset Allocation, Fund Of Funds, Emerging Markets
Education
Santa Clara University 1989 — 1993
BS in Commerce, Finance
Eucalyptus Associates, Inc. July 2008 - Present
Hall Capital Partners LLC March 2001 - June 2008
Offit Hall Capital Management 2001 - 2007
icPlanet August 2000 - December 2001
TimeDance July 1999 - July 2000
J.P. Morgan July 1993 - July 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Investment Management, Asset Management, Investment Strategies, Bloomberg, Venture Capital, Asset Allocation, Fund Of Funds, Emerging Markets
Education
Santa Clara University 1989 — 1993
BS in Commerce, Finance
John Powers's Offit Hall Capital Management Experience September 2002 - June 2006
Job Managing Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2015 - Present
Stanford Graduate School of Business 2012 - Present
Stanford Management Company 2006 - 2015
Offit Hall Capital Management September 2002 - June 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Valuation, Portfolio Management, Investments, Equities, Due Diligence, Financial Modeling, Hedge Funds, Asset Managment, Asset Management, Leadership, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1981 — 1983
Cornell University
Bachelor's degree
Credit Suisse 2015 - Present
Stanford Graduate School of Business 2012 - Present
Stanford Management Company 2006 - 2015
Offit Hall Capital Management September 2002 - June 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Valuation, Portfolio Management, Investments, Equities, Due Diligence, Financial Modeling, Hedge Funds, Asset Managment, Asset Management, Leadership, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1981 — 1983
Cornell University
Bachelor's degree
Jamila (Jackson) Fahs's Offit Hall Capital Management Experience June 2000 - May 2002
Job Vice PresidentProject Management/Acquisitions at Bayside Communities
Industry Real Estate
Experience
Bayside Communities August 2014 - Present
Bayside Communities August 2012 - July 2014
Community Housing Development Corporation of North Richmond June 2010 - August 2012
Community Housing Development Corporation in North Richmond June 2009 - September 2010
City of Alameda December 2008 - June 2009
Community Housing Development Corporation of North Richmond October 2004 - October 2008
Napa Valley Community Housing February 2004 - October 2004
Napa Valley Community Housing August 2003 - February 2004
Offit Hall Capital Management June 2000 - May 2002
Cuthbert Associates January 1997 - January 2000
Skills
Affordable Housing, Real Estate Economics, Real Estate Development, Entitlements, Contract Negotiation, Program Management, Community Development, Nonprofits, Budgets, Project Management, Analysis, Financial Analysis, Management, Business Planning, Proposal Writing, Mergers & Acquisitions, Finance, Market Research, Feasibility Studies, Investments, Redevelopment, Land Use, Construction, Green Building, Acquisitions, Land Use Planning, Urban Planning, Portfolio Management, Zoning, Real Estate, Land Acquisition, Economic Development, Commercial Real Estate
Education
Lorry I. Lokey Graduate School of Business, Mills College 2002 — 2003
Masters, Business Administration; Private Industry Management
Mills College, Graduate School of Business 2002 — 2003
MBA
Mills College 1997 — 2001
BA, Business Economics
Mills College 1997 — 2001
Bachelor of Arts, Business Economics
Bayside Communities August 2014 - Present
Bayside Communities August 2012 - July 2014
Community Housing Development Corporation of North Richmond June 2010 - August 2012
Community Housing Development Corporation in North Richmond June 2009 - September 2010
City of Alameda December 2008 - June 2009
Community Housing Development Corporation of North Richmond October 2004 - October 2008
Napa Valley Community Housing February 2004 - October 2004
Napa Valley Community Housing August 2003 - February 2004
Offit Hall Capital Management June 2000 - May 2002
Cuthbert Associates January 1997 - January 2000
Skills
Affordable Housing, Real Estate Economics, Real Estate Development, Entitlements, Contract Negotiation, Program Management, Community Development, Nonprofits, Budgets, Project Management, Analysis, Financial Analysis, Management, Business Planning, Proposal Writing, Mergers & Acquisitions, Finance, Market Research, Feasibility Studies, Investments, Redevelopment, Land Use, Construction, Green Building, Acquisitions, Land Use Planning, Urban Planning, Portfolio Management, Zoning, Real Estate, Land Acquisition, Economic Development, Commercial Real Estate
Education
Lorry I. Lokey Graduate School of Business, Mills College 2002 — 2003
Masters, Business Administration; Private Industry Management
Mills College, Graduate School of Business 2002 — 2003
MBA
Mills College 1997 — 2001
BA, Business Economics
Mills College 1997 — 2001
Bachelor of Arts, Business Economics
Andrew Kaye's Offit Hall Capital Management Experience July 2007 - August 2007
Job Broker at MFI Realty
Industry Real Estate
Experience
MFI Realty July 2012 - Present
BB&T June 2008 - July 2012
Offit Hall Capital Management July 2007 - August 2007
Investment Portfolio Consultants June 2007 - July 2007
Skills
Risk Management, Investments, Real Estate, Finance, Portfolio Management, Microsoft Excel
Education
University of Arizona, Eller College of Management 2004 — 2008
BA, Business Economics
University of Arizona, Eller College of Management
Bachelor of Applied Science (BASc), Business/Managerial Economics
MFI Realty July 2012 - Present
BB&T June 2008 - July 2012
Offit Hall Capital Management July 2007 - August 2007
Investment Portfolio Consultants June 2007 - July 2007
Skills
Risk Management, Investments, Real Estate, Finance, Portfolio Management, Microsoft Excel
Education
University of Arizona, Eller College of Management 2004 — 2008
BA, Business Economics
University of Arizona, Eller College of Management
Bachelor of Applied Science (BASc), Business/Managerial Economics
David Cohn's Offit Hall Capital Management Experience July 2001 - August 2003
Job Senior Vice President at Citi
Industry Investment Management
Experience
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics