Offitbank Company
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Offitbank Employees
Employee
Years
Job
Industry
Scott D. Einhorn, CFA Scott D. Einhorn, CFA's Offitbank Experience 1999 - 2001
Job Managing Principal, Director of Marketing at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
Heidi Thompson, CFA Heidi Thompson, CFA's Offitbank Experience March 1991 - August 1993
Job Financial Services Executive
Industry Financial Services
Experience
Daiwa Asset Management February 2008 - December 2011
BBVA May 1998 - May 2002
Dexia Securities 2002 - 2002
Santander Bank, N.A. January 1997 - May 1998
JP Morgan Securities Inc August 1995 - December 1996
Offitbank March 1991 - August 1993
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Financial Analysis, Emerging Markets, Investments, Equity Valuation, Bloomberg, Stock Screening, Portfolio Construction, Spanish, German, Portuguese, Team Building, Industry Relationships, Basic Materials Sectors, Rare Earths, Telecoms Sector, Utilities Sector, Latin American Markets, Asset Managment, Mutual Funds, Alternative Investments, Valuation, Mergers & Acquisitions, Financial Markets, Hedge Funds, Derivatives, Bonds, Investment Banking, Stocks, Corporate Finance, Structured Finance, Industrial Sector, Due Diligence, Commodity, Private Equity, Securities, Investment Strategies, Investment Management, Investor Relations, Trading
Education
Columbia University in the City of New York 1993 — 1995
Master of Business Administration (MBA)
Columbia University - Columbia Business School
MBA
Penn State University
BS
Pennsylvania State University, State College
MA
Daiwa Asset Management February 2008 - December 2011
BBVA May 1998 - May 2002
Dexia Securities 2002 - 2002
Santander Bank, N.A. January 1997 - May 1998
JP Morgan Securities Inc August 1995 - December 1996
Offitbank March 1991 - August 1993
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Financial Analysis, Emerging Markets, Investments, Equity Valuation, Bloomberg, Stock Screening, Portfolio Construction, Spanish, German, Portuguese, Team Building, Industry Relationships, Basic Materials Sectors, Rare Earths, Telecoms Sector, Utilities Sector, Latin American Markets, Asset Managment, Mutual Funds, Alternative Investments, Valuation, Mergers & Acquisitions, Financial Markets, Hedge Funds, Derivatives, Bonds, Investment Banking, Stocks, Corporate Finance, Structured Finance, Industrial Sector, Due Diligence, Commodity, Private Equity, Securities, Investment Strategies, Investment Management, Investor Relations, Trading
Education
Columbia University in the City of New York 1993 — 1995
Master of Business Administration (MBA)
Columbia University - Columbia Business School
MBA
Penn State University
BS
Pennsylvania State University, State College
MA
Kelly Magyarics, D.W.S. Kelly Magyarics, D.W.S.'s Offitbank Experience June 1997 - June 2001
Job Global Content Manager / EditorinChief at CRAFT SPIRITS EXCHANGE
Industry Wine and Spirits
Experience
CRAFT SPIRITS EXCHANGE January 2015 - Present
Wine, Spirits & Lifestyle Writer January 2005 - Present
Kelly Magyarics Wine Consulting March 2001 - Present
Apollo Telemedicine December 2001 - May 2005
Offitbank June 1997 - June 2001
ExecuTrain August 1996 - June 1997
Skills
Operations Management, Digital Media, Wine, Blogging, Public Speaking, Newsletters, Training, Wine Tasting, Press Releases, Marketing, Marketing Communications, Social Media, Food & Beverage, Magazines, Beverage Industry, Food, Media Relations, Alcoholic Beverages, Beer, Marketing Strategy, Event Planning, Editing, Wineries, Event Management, Leadership, Social Media Marketing, Public Relations, Winemaking, Food Pairing
Education
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Communication and French
University of Pittsburgh 1991 — 1995
Bachlor of Arts, Communication / French (double major)
CRAFT SPIRITS EXCHANGE January 2015 - Present
Wine, Spirits & Lifestyle Writer January 2005 - Present
Kelly Magyarics Wine Consulting March 2001 - Present
Apollo Telemedicine December 2001 - May 2005
Offitbank June 1997 - June 2001
ExecuTrain August 1996 - June 1997
Skills
Operations Management, Digital Media, Wine, Blogging, Public Speaking, Newsletters, Training, Wine Tasting, Press Releases, Marketing, Marketing Communications, Social Media, Food & Beverage, Magazines, Beverage Industry, Food, Media Relations, Alcoholic Beverages, Beer, Marketing Strategy, Event Planning, Editing, Wineries, Event Management, Leadership, Social Media Marketing, Public Relations, Winemaking, Food Pairing
Education
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Communication and French
University of Pittsburgh 1991 — 1995
Bachlor of Arts, Communication / French (double major)
Doug Waite, CPA's Offitbank Experience June 1998 - April 1999
Job Owner, LexTax
Industry Accounting
Experience
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
Constance V. Konyves Constance V. Konyves's Offitbank Experience March 1993 - June 1999
Job
Industry Investment Banking
Experience
Pilot Advisors, New York, NY November 2010 - March 2012
Wells Fargo/Wachovia July 2010 - November 2010
United Continental Corporation January 2009 - June 2010
Northern Trust Value Investors October 2002 - June 2008
Edgewood Management Company March 1999 - June 2002
OFFITBANK March 1993 - June 1999
Skills
Financial Services, Mutual Funds, Account Reconciliation, Securities, Series 7, Banking, Portfolio Management
Education
Queens College 1987 — 1991
Bachelor of Arts, Early Childhood Education
Pilot Advisors, New York, NY November 2010 - March 2012
Wells Fargo/Wachovia July 2010 - November 2010
United Continental Corporation January 2009 - June 2010
Northern Trust Value Investors October 2002 - June 2008
Edgewood Management Company March 1999 - June 2002
OFFITBANK March 1993 - June 1999
Skills
Financial Services, Mutual Funds, Account Reconciliation, Securities, Series 7, Banking, Portfolio Management
Education
Queens College 1987 — 1991
Bachelor of Arts, Early Childhood Education
Henry Eickman Henry Eickman's Offitbank Experience 1991 - 1996
Job Sr Product Manager at Fiserv
Industry Information Technology and Services
Experience
Fiserv Investment Services 2004 - Present
Fiserv Investment Services 1998 - 2004
Fiserv Investment Services (Security APL) 1996 - 1998
Offitbank 1991 - 1996
Skills
Relationship Management, Portfolio Management, Product Development, Business Development, SDLC, Project Portfolio..., Management, Product Management, IT Strategy, Process Improvement, Analysis, Financial Services, Business Requirements, Vendor Management, Business Analysis, Software Project..., Data Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Strategy, Business Process, Agile Methodologies, Visio, Mutual Funds, Business Strategy, Investments, Trading Systems, Strategic Partnerships, CRM, Integration, Program Management, Project Management, Equities, Cross-functional Team..., Business Process..., Fixed Income, Software Documentation, Leadership, Software Development, Finance, SaaS, Salesforce.com, Consulting, Team Leadership, Analytics, Customer Service, Agile Project Management
Education
Stevens Institute of Technology 2007 — 2012
MS, Technology Management, 3.889
Ramapo College of NJ
BS, Major: Finance Minor: Int'l Business, 4.0
Fiserv Investment Services 2004 - Present
Fiserv Investment Services 1998 - 2004
Fiserv Investment Services (Security APL) 1996 - 1998
Offitbank 1991 - 1996
Skills
Relationship Management, Portfolio Management, Product Development, Business Development, SDLC, Project Portfolio..., Management, Product Management, IT Strategy, Process Improvement, Analysis, Financial Services, Business Requirements, Vendor Management, Business Analysis, Software Project..., Data Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Strategy, Business Process, Agile Methodologies, Visio, Mutual Funds, Business Strategy, Investments, Trading Systems, Strategic Partnerships, CRM, Integration, Program Management, Project Management, Equities, Cross-functional Team..., Business Process..., Fixed Income, Software Documentation, Leadership, Software Development, Finance, SaaS, Salesforce.com, Consulting, Team Leadership, Analytics, Customer Service, Agile Project Management
Education
Stevens Institute of Technology 2007 — 2012
MS, Technology Management, 3.889
Ramapo College of NJ
BS, Major: Finance Minor: Int'l Business, 4.0
Christine Stack Christine Stack's Offitbank Experience July 1991 - January 1996
Job Creator & Director of Freezin' for Cystic Fibrosis & Frost Fest
Industry
Experience
Dick’sSportingGoods November 2014 - Present
FulmarRoadElementarySchool September 2007 - Present
CysticFibrosisFoundation May 2001 - Present
OlympicDevelopmentProgram January 2014 - July 2015
OFFITBANK July 1991 - January 1996
MutualofAmerica July 1986 - July 1991
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
Business Administration and Management, General
St.HelenaCommercialHighSchool 1981 — 1985
HighSchoolDiploma, Business
LehmanCollege
Business
Dick’sSportingGoods November 2014 - Present
FulmarRoadElementarySchool September 2007 - Present
CysticFibrosisFoundation May 2001 - Present
OlympicDevelopmentProgram January 2014 - July 2015
OFFITBANK July 1991 - January 1996
MutualofAmerica July 1986 - July 1991
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
Business Administration and Management, General
St.HelenaCommercialHighSchool 1981 — 1985
HighSchoolDiploma, Business
LehmanCollege
Business
Felipe Payet Felipe Payet's Offitbank Experience 1993 - 1996
Job Director, Global Strategic Alliances at VMware
Industry Computer Software
Experience
VMware September 2009 - Present
Advanced Micro Devices July 2007 - September 2009
AMD January 2005 - July 2007
Dell Inc. August 2003 - December 2004
Newisys, Inc. 2001 - 2003
Dell Computer Corp. 1999 - 2001
OFFITBANK 1993 - 1996
Salomon Brothers June 1991 - February 1993
Skills
Cross-functional Team..., Business Development, Strategy, Start-ups, Channel, Channel Partners, Management, Business Planning, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Enterprise Software, Product Development, Sales Process, Sales Operations, Business Alliances, Product Marketing, Product Launch, Strategic Planning, Go-to-market Strategy, Product Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Yale University 1987 — 1991
BA, Economics
VMware September 2009 - Present
Advanced Micro Devices July 2007 - September 2009
AMD January 2005 - July 2007
Dell Inc. August 2003 - December 2004
Newisys, Inc. 2001 - 2003
Dell Computer Corp. 1999 - 2001
OFFITBANK 1993 - 1996
Salomon Brothers June 1991 - February 1993
Skills
Cross-functional Team..., Business Development, Strategy, Start-ups, Channel, Channel Partners, Management, Business Planning, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Enterprise Software, Product Development, Sales Process, Sales Operations, Business Alliances, Product Marketing, Product Launch, Strategic Planning, Go-to-market Strategy, Product Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Yale University 1987 — 1991
BA, Economics
Scott Alan Link Scott Alan Link's Offitbank Experience February 2001 - December 2001
Job Multilingual Account Executive & Offline Project Manager
Industry Marketing and Advertising
Experience
NADAP February 2014 - Present
Empire City Communications August 2012 - March 2014
Social Go To May 2011 - February 2014
Graphic Productions, Inc. August 2003 - February 2011
Americas Society and Council of the Americas January 2010 - February 2010
Den Holdings February 2002 - July 2003
OFFITBANK February 2001 - December 2001
Desgrippes Gobé Associates, d/g* new york, now Brand Image June 2000 - December 2000
Academia - Visiting Assistant Professor of Spanish & Portuguese August 1995 - May 2000
Academia - Graduate Teaching Assistant August 1986 - May 1995
Skills
Spanish, Portuguese, Microsoft Office, Mac, Editing, Vendor Management, English, French, Proofreading, Project Management, Microsoft Excel, Contract Negotiation, Direct Mail Campaigns, Workflow Management, Direct Marketing, Media Planning, Variable Data Printing, Higher Education, Teaching Spanish as a..., Teaching English as a..., Contract Negotiations, Basecamp, online..., Literary Theory, Writing, Theoretical Physics, Latin American..., Classical Mythology, Literary History, International Economics, English grammar, Classroom Management, CRM, Email Marketing, Social Media, Newsletters, Direct Mail, Corporate Branding, SEO, Program Management, Publishing, Management, Business Development, Leadership, Integrated Marketing, Advertising, Social Media Marketing, E-commerce, Marketing, Brand Development, Salesforce.com
Education
University of Kansas 1989 — 1995
Doctor of Philosophy, Latin American Studies and Literatures
Duke University 1986 — 1989
Master of Arts, Hispanic Literatures
University of Wisconsin-Madison 1980 — 1986
Bachelor of Arts, International Relations & Spanish
Universidad Complutense de Madrid 1983 — 1984
Bachelor of Arts, UW Junior Year Abroad Program in Spain
NADAP February 2014 - Present
Empire City Communications August 2012 - March 2014
Social Go To May 2011 - February 2014
Graphic Productions, Inc. August 2003 - February 2011
Americas Society and Council of the Americas January 2010 - February 2010
Den Holdings February 2002 - July 2003
OFFITBANK February 2001 - December 2001
Desgrippes Gobé Associates, d/g* new york, now Brand Image June 2000 - December 2000
Academia - Visiting Assistant Professor of Spanish & Portuguese August 1995 - May 2000
Academia - Graduate Teaching Assistant August 1986 - May 1995
Skills
Spanish, Portuguese, Microsoft Office, Mac, Editing, Vendor Management, English, French, Proofreading, Project Management, Microsoft Excel, Contract Negotiation, Direct Mail Campaigns, Workflow Management, Direct Marketing, Media Planning, Variable Data Printing, Higher Education, Teaching Spanish as a..., Teaching English as a..., Contract Negotiations, Basecamp, online..., Literary Theory, Writing, Theoretical Physics, Latin American..., Classical Mythology, Literary History, International Economics, English grammar, Classroom Management, CRM, Email Marketing, Social Media, Newsletters, Direct Mail, Corporate Branding, SEO, Program Management, Publishing, Management, Business Development, Leadership, Integrated Marketing, Advertising, Social Media Marketing, E-commerce, Marketing, Brand Development, Salesforce.com
Education
University of Kansas 1989 — 1995
Doctor of Philosophy, Latin American Studies and Literatures
Duke University 1986 — 1989
Master of Arts, Hispanic Literatures
University of Wisconsin-Madison 1980 — 1986
Bachelor of Arts, International Relations & Spanish
Universidad Complutense de Madrid 1983 — 1984
Bachelor of Arts, UW Junior Year Abroad Program in Spain
Noah Feinstone, CFA Noah Feinstone, CFA's Offitbank Experience June 2002 - June 2003
Job Experienced Finance Professional
Industry Investment Banking
Experience
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Paul R. Martins, CFA Paul R. Martins, CFA's Offitbank Experience 1996 - 1998
Job Portfolio Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Jim Molinelli's Offitbank Experience October 1993 - September 1994
Job AVP / Client Onboarding at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse October 2009 - Present
Done Write Résumé November 2007 - Present
Barclays Capital August 1998 - December 2008
Citibank December 1996 - August 1998
Oppenheimer Capital September 1994 - December 1996
OffitBank October 1993 - September 1994
Skills
Middle Office, Process Improvement, Fixed Income, Emerging Markets, Back Office, USA PATRIOT Act, KYC, AML, Resume Writing, Interview Preparation, Personal Branding, Microsoft Excel, Hedge Funds, Capital Markets, Educational Workshops, Leadership, Trading Systems, Risk Management, Electronic Trading, Interviews, Onboarding
Education
William Paterson University of New Jersey 1990 — 1992
Bachelor of Arts, Communication
Ocean County College 1988 — 1990
Associate of Arts, History
Credit Suisse October 2009 - Present
Done Write Résumé November 2007 - Present
Barclays Capital August 1998 - December 2008
Citibank December 1996 - August 1998
Oppenheimer Capital September 1994 - December 1996
OffitBank October 1993 - September 1994
Skills
Middle Office, Process Improvement, Fixed Income, Emerging Markets, Back Office, USA PATRIOT Act, KYC, AML, Resume Writing, Interview Preparation, Personal Branding, Microsoft Excel, Hedge Funds, Capital Markets, Educational Workshops, Leadership, Trading Systems, Risk Management, Electronic Trading, Interviews, Onboarding
Education
William Paterson University of New Jersey 1990 — 1992
Bachelor of Arts, Communication
Ocean County College 1988 — 1990
Associate of Arts, History
Steven Blitz's Offitbank Experience 1989 - 2002
Job Chief Economist / Market Strategist
Industry Investment Management
Experience
ITG November 2009 - Present
Rosen Consulting Group 2007 - 2009
Lazard Asset Management 2002 - 2006
OFFITBANK 1989 - 2002
Salomon Brothers 1982 - 1989
Data Resources Inc 1979 - 1982
Skills
Hedge Funds, Blogging, Asset Managment, Alternative Investments, Fixed Income, Economics, Equities, Asset Management, Portfolio Management, Securities, Investments, Bloomberg, Financial Markets, Capital Markets, Equity Research, Trading, Derivatives, Options, Asset Allocation, Bonds, Emerging Markets, FX Options, Quantitative Analytics, Valuation
Education
Columbia University in the City of New York 1976 — 1977
MA, Economics
New York University 1972 — 1976
BA, Economics
DeWitt Clinton HS 1968 — 1972
ITG November 2009 - Present
Rosen Consulting Group 2007 - 2009
Lazard Asset Management 2002 - 2006
OFFITBANK 1989 - 2002
Salomon Brothers 1982 - 1989
Data Resources Inc 1979 - 1982
Skills
Hedge Funds, Blogging, Asset Managment, Alternative Investments, Fixed Income, Economics, Equities, Asset Management, Portfolio Management, Securities, Investments, Bloomberg, Financial Markets, Capital Markets, Equity Research, Trading, Derivatives, Options, Asset Allocation, Bonds, Emerging Markets, FX Options, Quantitative Analytics, Valuation
Education
Columbia University in the City of New York 1976 — 1977
MA, Economics
New York University 1972 — 1976
BA, Economics
DeWitt Clinton HS 1968 — 1972
Stephen Brent Wells's Offitbank Experience March 1994 - August 2001
Job CoFounder, The Solaris Group, LLC
Industry Investment Management
Experience
The Solaris Group, LLC December 2003 - Present
St. Mary's Healthcare System for Children 1974 - 2015
Neuberger Berman Trust Company July 2001 - November 2003
Offitbank March 1994 - August 2001
Gabelli Group March 1993 - March 1994
Golman Sachs & Co, Goldman Sachs Asset Management December 1989 - March 1993
Morgan Stanley & Co, Morgan Stanley Asset Management January 1981 - December 1989
Irving Trust Company November 1977 - December 1980
Cadwalader, Wickersham & Taft LLP November 1973 - November 1977
Davidson Dawson & Clark November 1969 - November 1973
Skills
Investments, Asset Management, Securities, Private Equity, Trusts, Mergers & Acquisitions, Hedge Funds
Education
New York University School of Law
JD
Phillips Academy Andover
Princeton University
BA
The Solaris Group, LLC December 2003 - Present
St. Mary's Healthcare System for Children 1974 - 2015
Neuberger Berman Trust Company July 2001 - November 2003
Offitbank March 1994 - August 2001
Gabelli Group March 1993 - March 1994
Golman Sachs & Co, Goldman Sachs Asset Management December 1989 - March 1993
Morgan Stanley & Co, Morgan Stanley Asset Management January 1981 - December 1989
Irving Trust Company November 1977 - December 1980
Cadwalader, Wickersham & Taft LLP November 1973 - November 1977
Davidson Dawson & Clark November 1969 - November 1973
Skills
Investments, Asset Management, Securities, Private Equity, Trusts, Mergers & Acquisitions, Hedge Funds
Education
New York University School of Law
JD
Phillips Academy Andover
Princeton University
BA
J. Noel Juguilon's Offitbank Experience 2000 - 2001
Job Finance Manager, Foundation and System Philanthropy at The MetroHealth System
Industry Financial Services
Experience
The MetroHealth System December 2014 - Present
Goldman Sachs 2007 - 2013
Legg Mason 2001 - 2007
OFFITBANK 2000 - 2001
Deutsche Bank 1998 - 2000
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA)
Fordham University 1991 — 1995
BS
The MetroHealth System December 2014 - Present
Goldman Sachs 2007 - 2013
Legg Mason 2001 - 2007
OFFITBANK 2000 - 2001
Deutsche Bank 1998 - 2000
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA)
Fordham University 1991 — 1995
BS
Max Lazard's Offitbank Experience November 1993 - September 2001
Job Vice President at Wells Fargo FixedIncome Strategies
Industry Financial Services
Experience
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
Glen Cordova's Offitbank Experience 2000 - 2004
Job PC Analyst at Cravath, Swaine & Moore LLP
Industry Information Technology and Services
Experience
Cravath, Swaine & Moore LLP IT AnalystCravath2004 - Present
Offitbank 2000 - 2004
Skills
Help Desk Support, Windows 7, Servers, Technical Support, Active Directory, Windows Server, Troubleshooting
Education
Fairleigh Dickinson University 1989 — 1994
Cravath, Swaine & Moore LLP IT AnalystCravath2004 - Present
Offitbank 2000 - 2004
Skills
Help Desk Support, Windows 7, Servers, Technical Support, Active Directory, Windows Server, Troubleshooting
Education
Fairleigh Dickinson University 1989 — 1994
Caroline Blake's Offitbank Experience 1995 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Bank 1999 - 2002
OFFITBANK 1995 - 1999
Rothstein Kass September 1994 - July 1996
Integra Property Management August 1993 - September 1994
Skills
Fixed Income, Investments, Hedge Funds, Financial Analysis, Portfolio Management, Asset Management, Finance, Equities, Management, Strategic Planning, Accounting, Microsoft Office, Cash Management, Auditing, Forecasting, Budgets, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, GAAP, PnL, General Ledger, Adjustments, Accruals, Financial Statements, NAV, QuickBooks, Quicken, Account Reconciliation, Variance Analysis, Financial Services, Journal Entries, Microsoft Excel, Banking, Bookkeeping, Analysis, Business Analysis
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Wachovia Bank 1999 - 2002
OFFITBANK 1995 - 1999
Rothstein Kass September 1994 - July 1996
Integra Property Management August 1993 - September 1994
Skills
Fixed Income, Investments, Hedge Funds, Financial Analysis, Portfolio Management, Asset Management, Finance, Equities, Management, Strategic Planning, Accounting, Microsoft Office, Cash Management, Auditing, Forecasting, Budgets, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, GAAP, PnL, General Ledger, Adjustments, Accruals, Financial Statements, NAV, QuickBooks, Quicken, Account Reconciliation, Variance Analysis, Financial Services, Journal Entries, Microsoft Excel, Banking, Bookkeeping, Analysis, Business Analysis
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Bill Funke's Offitbank Experience 2000 - 2001
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
Michael Kagan's Offitbank Experience January 1998 - July 2001
Job CFO/CCO at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Carolyn Dolan's Offitbank Experience 1983 - 1999
Job Managing Principal at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors October 2011 - Present
Samson Capital Advisors June 2004 - November 2011
Offitbank **** A Member of Evergreen Investments 2001 - 2004
Offitbank 1983 - 1999
Education
Columbia University - Columbia Business School 1977 — 1978
MBA, Finance
Columbia School of Social Work 1975 — 1976
Masters of Science, Social Work
Marymount College, Tarrytown, NY 1964 — 1968
Bachelor of Arts, Political Science
Samson Capital Advisors October 2011 - Present
Samson Capital Advisors June 2004 - November 2011
Offitbank **** A Member of Evergreen Investments 2001 - 2004
Offitbank 1983 - 1999
Education
Columbia University - Columbia Business School 1977 — 1978
MBA, Finance
Columbia School of Social Work 1975 — 1976
Masters of Science, Social Work
Marymount College, Tarrytown, NY 1964 — 1968
Bachelor of Arts, Political Science
Ralph Sinsheimer's Offitbank Experience July 1997 - June 2001
Job a
Industry Investment Management
Experience
Solaris Group, LLC December 2003 - Present
Neuberger Berman June 2001 - November 2003
OFFITBANK July 1997 - June 2001
Eureka Capital Management September 1995 - March 1997
Loomis Sayles & Co. June 1985 - August 1995
Skills
Investments, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Equities, Capital Markets, Strategic Planning, Private Equity, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA
Trinity College-Hartford 1973 — 1977
BA
Solaris Group, LLC December 2003 - Present
Neuberger Berman June 2001 - November 2003
OFFITBANK July 1997 - June 2001
Eureka Capital Management September 1995 - March 1997
Loomis Sayles & Co. June 1985 - August 1995
Skills
Investments, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Equities, Capital Markets, Strategic Planning, Private Equity, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA
Trinity College-Hartford 1973 — 1977
BA
Janine Handley's Offitbank Experience September 2002 - December 2006
Job Technical Project Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2011 - Present
Wells Capital Management October 2009 - August 2011
Evergreen Investments December 2006 - October 2009
OffitBank September 2002 - December 2006
Offitbank July 2000 - September 2002
Smith Barney June 1997 - July 2000
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Equities, Options, Investments, Trading, Bonds, Capital Markets, Hedge Funds, Asset Allocation, Securities, Asset Management, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Wells Capital Management August 2011 - Present
Wells Capital Management October 2009 - August 2011
Evergreen Investments December 2006 - October 2009
OffitBank September 2002 - December 2006
Offitbank July 2000 - September 2002
Smith Barney June 1997 - July 2000
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Equities, Options, Investments, Trading, Bonds, Capital Markets, Hedge Funds, Asset Allocation, Securities, Asset Management, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Maurice Cummings, CPA's Offitbank Experience July 1999 - December 2000
Job Assistant Controller at Structure Tone
Industry Financial Services
Experience
Structure Tone March 2015 - Present
New York Liquidation Bureau May 2009 - February 2015
Weil, Gotshal and Manges, LLP March 2009 - May 2009
Loeb Capital Partners April 2008 - February 2009
The Blackstone Group January 2008 - April 2008
Bunge Global Agribusiness June 2007 - January 2008
Amelia Family Trust Company March 2005 - June 2007
Kohlberg and Co. June 2004 - March 2005
Quantitative Financial Strategies, Inc. December 2000 - June 2004
Offitbank July 1999 - December 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Statements, Account Reconciliation, Finance, GAAP, General Ledger, Internal Controls, Financial Modeling, Variance Analysis, Asset Management, Financial Accounting, Auditing, Financial Services, Tax, QuickBooks, CPA, Consolidation, Forecasting, Management, Internal Audit, Hedge Funds, Mutual Funds, Financial Risk, Analysis, Investments, Budgets, Equities, Tax Preparation, Insurance, Partnership Taxation
Education
Pace University 1991 — 1994
Master of Science Degree, Accounting
Boston University 1980 — 1984
Bachelor of Science Degree, Business Administration
Structure Tone March 2015 - Present
New York Liquidation Bureau May 2009 - February 2015
Weil, Gotshal and Manges, LLP March 2009 - May 2009
Loeb Capital Partners April 2008 - February 2009
The Blackstone Group January 2008 - April 2008
Bunge Global Agribusiness June 2007 - January 2008
Amelia Family Trust Company March 2005 - June 2007
Kohlberg and Co. June 2004 - March 2005
Quantitative Financial Strategies, Inc. December 2000 - June 2004
Offitbank July 1999 - December 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Statements, Account Reconciliation, Finance, GAAP, General Ledger, Internal Controls, Financial Modeling, Variance Analysis, Asset Management, Financial Accounting, Auditing, Financial Services, Tax, QuickBooks, CPA, Consolidation, Forecasting, Management, Internal Audit, Hedge Funds, Mutual Funds, Financial Risk, Analysis, Investments, Budgets, Equities, Tax Preparation, Insurance, Partnership Taxation
Education
Pace University 1991 — 1994
Master of Science Degree, Accounting
Boston University 1980 — 1984
Bachelor of Science Degree, Business Administration
Bohdan Kuzyszyn's Offitbank Experience 1989 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
E2W Inc. June 2008 - November 2008
Res Care Inc./Edison Job Corps Academy 2003 - 2008
Gannett Co.,Inc./Home News Tribune 2002 - 2003
Depository Trust and Clearing Corporation / OMGEO 1995 - 2001
DTCC 1995 - 2001
Fischer Francis Trees and Watts 1991 - 1995
OFFITBANK 1989 - 1991
Bay City Savings and Loan Association June 1989 - October 1989
Bear Stearns Asset Management 1986 - 1989
Skills
Banking, Strategy, Portfolio Management, Financial Services, Management, CRM, Securities, Investments, Sales, Mutual Funds, Business Development, Program Management, Marketing, Financial Markets, Trading, Equities, Business Analysis, Fixed Income
Education
Pace University 1982 — 1986
BBA, Labor Law and Real Estate
E2W Inc. June 2008 - November 2008
Res Care Inc./Edison Job Corps Academy 2003 - 2008
Gannett Co.,Inc./Home News Tribune 2002 - 2003
Depository Trust and Clearing Corporation / OMGEO 1995 - 2001
DTCC 1995 - 2001
Fischer Francis Trees and Watts 1991 - 1995
OFFITBANK 1989 - 1991
Bay City Savings and Loan Association June 1989 - October 1989
Bear Stearns Asset Management 1986 - 1989
Skills
Banking, Strategy, Portfolio Management, Financial Services, Management, CRM, Securities, Investments, Sales, Mutual Funds, Business Development, Program Management, Marketing, Financial Markets, Trading, Equities, Business Analysis, Fixed Income
Education
Pace University 1982 — 1986
BBA, Labor Law and Real Estate
James Campbell, MBA's Offitbank Experience 1991 - 2000
Job Director, Management ConsultingRiottoJones, LLC
Industry Financial Services
Experience
NYU Stern School of Business June 2013 - Present
Riotto Jones Company, LLC November 2011 - Present
Management Consultant January 2007 - November 2011
Fiduciary Trust Company-HNW Division December 2004 - January 2007
Fiduciary Trust Company November 2003 - December 2004
ORIX USA April 2000 - November 2003
Offitbank 1991 - 2000
State Bank of Victoria 1985 - 1991
Skills
Investments, Risk Management, Financial Services, Business Analysis, Change Management, Relationship Management, Business Development, AML, Global Sourcing, Bank Secrecy Act, Wealth Management, Asset Managment, Mergers, Talent Management, Alternative Investments, Mergers & Acquisitions, Strategy, Fixed Income, Portfolio Management, Outsourcing, Securities, Asset Management, Financial Advisory, Entrepreneurship, Banking, Hedge Funds, Management, Equities, Wealth, Derivatives, Valuation, Business Strategy, High Net Worth..., Management Consulting, Investment Management, Mutual Funds, Private Equity, Leadership, Due Diligence, Capital Markets, Venture Capital, Strategic Planning, Executive Management, Investment Advisory, Finance, Strategic Financial..., Restructuring, Financial Modeling, Asset Allocation, Wealth Management...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Business Administration
Columbia University in the City of New York 2001 — 2002
1 Year Program, Executive Information Technology Management
NYU Stern School of Business June 2013 - Present
Riotto Jones Company, LLC November 2011 - Present
Management Consultant January 2007 - November 2011
Fiduciary Trust Company-HNW Division December 2004 - January 2007
Fiduciary Trust Company November 2003 - December 2004
ORIX USA April 2000 - November 2003
Offitbank 1991 - 2000
State Bank of Victoria 1985 - 1991
Skills
Investments, Risk Management, Financial Services, Business Analysis, Change Management, Relationship Management, Business Development, AML, Global Sourcing, Bank Secrecy Act, Wealth Management, Asset Managment, Mergers, Talent Management, Alternative Investments, Mergers & Acquisitions, Strategy, Fixed Income, Portfolio Management, Outsourcing, Securities, Asset Management, Financial Advisory, Entrepreneurship, Banking, Hedge Funds, Management, Equities, Wealth, Derivatives, Valuation, Business Strategy, High Net Worth..., Management Consulting, Investment Management, Mutual Funds, Private Equity, Leadership, Due Diligence, Capital Markets, Venture Capital, Strategic Planning, Executive Management, Investment Advisory, Finance, Strategic Financial..., Restructuring, Financial Modeling, Asset Allocation, Wealth Management...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Business Administration
Columbia University in the City of New York 2001 — 2002
1 Year Program, Executive Information Technology Management
Leigh Hobgood Cain's Offitbank Experience 2002 - 2003
Job Trusts and Estates Attorney, Wealth Transfer Planner
Industry Law Practice
Experience
OffitBank 2002 - 2003
Wells Fargo (formerly Wachovia Bank) 1997 - 2002
Grier Furr & Crisp, PA, Attorneys at Law 1987 - 1997
Skills
Estate Planning, Trust and Estate..., Succession Planning, Charitable Gift Planning, Charitable Trusts, Wealth Preservation..., Fiduciary Services, Retirement Benefits, Elder Law
Education
University of North Carolina School of Law 1984 — 1987
J.D.
University of North Carolina at Chapel Hill 1980 — 1984
B.A. with Honors, English
OffitBank 2002 - 2003
Wells Fargo (formerly Wachovia Bank) 1997 - 2002
Grier Furr & Crisp, PA, Attorneys at Law 1987 - 1997
Skills
Estate Planning, Trust and Estate..., Succession Planning, Charitable Gift Planning, Charitable Trusts, Wealth Preservation..., Fiduciary Services, Retirement Benefits, Elder Law
Education
University of North Carolina School of Law 1984 — 1987
J.D.
University of North Carolina at Chapel Hill 1980 — 1984
B.A. with Honors, English
Ashiq Shamsi's Offitbank Experience February 1999 - July 2000
Job Principal/CFO SunNRgy Solutions
Industry Financial Services
Experience
SunNRgy Solutions October 2010 - Present
Prudential Investments November 2005 - October 2010
AIG June 2004 - November 2005
Morgan Stanley Dean Witter June 2000 - June 2004
Offitbank February 1999 - July 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Risk Management, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Risk, Financial Services, Investments, Options, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Valuation
Education
Brandeis University 1994 — 1998
BS, Economics
SunNRgy Solutions October 2010 - Present
Prudential Investments November 2005 - October 2010
AIG June 2004 - November 2005
Morgan Stanley Dean Witter June 2000 - June 2004
Offitbank February 1999 - July 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Risk Management, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Risk, Financial Services, Investments, Options, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Valuation
Education
Brandeis University 1994 — 1998
BS, Economics
Rhoda Rothkopf's Offitbank Experience September 1993 - October 1995
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
National Securities, Inc January 2000 - October 2005
Tangent Fund November 1995 - January 2000
Offitbank September 1993 - October 1995
Skills
Investments, Securities, Portfolio Management, Asset Management, Mutual Funds, Capital Markets, Trading, Due Diligence, Wealth Management, Investment Banking, Compliance, FINRA, Research, Risk, Series 7, Risk Management, Competitive Analysis, Investment Advisory, Financial Reporting, Equities, Corporate Finance, Relational Databases, Financial Modeling, Managerial Finance, Financial Analysis, Risk Assessment
Education
Lafayette College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Bank of America Merrill Lynch October 2005 - Present
National Securities, Inc January 2000 - October 2005
Tangent Fund November 1995 - January 2000
Offitbank September 1993 - October 1995
Skills
Investments, Securities, Portfolio Management, Asset Management, Mutual Funds, Capital Markets, Trading, Due Diligence, Wealth Management, Investment Banking, Compliance, FINRA, Research, Risk, Series 7, Risk Management, Competitive Analysis, Investment Advisory, Financial Reporting, Equities, Corporate Finance, Relational Databases, Financial Modeling, Managerial Finance, Financial Analysis, Risk Assessment
Education
Lafayette College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Jonathan E. Lewis's Offitbank Experience November 1999 - November 2002
Job Principal Chairman, Investment Committee at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors June 2004 - Present
Offit Investment Group November 2002 - May 2004
OFFITBANK November 1999 - November 2002
Skandia September 1988 - November 1999
Dean Witter Reynolds August 1986 - June 1988
Education
Columbia University - Columbia Business School
MBA, Finance and Management
New York University
MA, History
University of North Carolina at Chapel Hill
BA, History, International Studies
Samson Capital Advisors June 2004 - Present
Offit Investment Group November 2002 - May 2004
OFFITBANK November 1999 - November 2002
Skandia September 1988 - November 1999
Dean Witter Reynolds August 1986 - June 1988
Education
Columbia University - Columbia Business School
MBA, Finance and Management
New York University
MA, History
University of North Carolina at Chapel Hill
BA, History, International Studies
Cheryl Mallon's Offitbank Experience July 1994 - March 2001
Job Portfolio Adminstrator at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC July 2004 - Present
Senior Mutual Funds Custody Administrator March 2001 - July 2004
Offitbank July 1994 - March 2001
Skills
Fixed Income, Equities, Mutual Funds, Portfolio Administration
Education
Saint Peter's University 1982 — 1986
Bachelor of Science (BS), acccounting/economics
Lord Abbett & Co. LLC July 2004 - Present
Senior Mutual Funds Custody Administrator March 2001 - July 2004
Offitbank July 1994 - March 2001
Skills
Fixed Income, Equities, Mutual Funds, Portfolio Administration
Education
Saint Peter's University 1982 — 1986
Bachelor of Science (BS), acccounting/economics