Omega Advisors
Industry: Company
DescriptionHeadquarters: New York City, NY Founder: Leon G. Cooperman Founded: 1991
Omega Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Omega Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Omega Advisors Employees
Employee
Years
Job
Industry
Konstantin Fominykh Konstantin Fominykh's Omega Advisors Experience 2004 - 2007
Job Founder at TurnFix (Accent Reduction in English)
Industry Education Management
Experience
TurnFix December 2014 - Present
JPMorgan Chase December 2012 - December 2014
Citi August 2007 - January 2012
Omega Advisors 2004 - 2007
The Boston Consulting Group 1999 - 2000
Skills
Hedge Funds, Equities, Portfolio Management, Forecasting turning..., Asymmetric outcomes in..., Bloomberg, Fixed Income, Valuation, Equity Research, Building investment..., Leading investment team, Managing investment..., Professional Mentoring, Capital Markets, Financial Modeling, Change Management, Business Process..., Healthy Lifestyles, Wellness Coaching, Asset Management, Equity Valuation, Alternative Investments, Quantitative Analytics, Strategy, Investment Banking, Investments, Management
Education
Harvard Business School
New Economic School
MSc(ABD), Advanced Econometrics and Quantitative Finance
National Research Nuclear University (former Moscow Engineering Physics Institute)
M.Sc. Molecular Biophysics, Statistics
CFA Institute 2001 — 2001
CFA Charter
TurnFix December 2014 - Present
JPMorgan Chase December 2012 - December 2014
Citi August 2007 - January 2012
Omega Advisors 2004 - 2007
The Boston Consulting Group 1999 - 2000
Skills
Hedge Funds, Equities, Portfolio Management, Forecasting turning..., Asymmetric outcomes in..., Bloomberg, Fixed Income, Valuation, Equity Research, Building investment..., Leading investment team, Managing investment..., Professional Mentoring, Capital Markets, Financial Modeling, Change Management, Business Process..., Healthy Lifestyles, Wellness Coaching, Asset Management, Equity Valuation, Alternative Investments, Quantitative Analytics, Strategy, Investment Banking, Investments, Management
Education
Harvard Business School
New Economic School
MSc(ABD), Advanced Econometrics and Quantitative Finance
National Research Nuclear University (former Moscow Engineering Physics Institute)
M.Sc. Molecular Biophysics, Statistics
CFA Institute 2001 — 2001
CFA Charter
John Kosecoff John Kosecoff's Omega Advisors Experience 1992 - 1993
Job Vice President, U.S. Corporate Development & Strategy
Industry Financial Services
Experience
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Paul Fraker's Omega Advisors Experience August 2003 - October 2003
Job Owner at Confluence Investment AdvisorsLowcost ETF portfolios for retirement
Industry Investment Management
Experience
Confluence Investment Advisors August 2008 - Present
Omega Advisors August 2003 - October 2003
Moore Capital Management August 2000 - August 2002
Brown Brothers Harriman June 1996 - August 2000
Clay Finlay September 1993 - July 1995
Baring Securities November 1986 - June 1993
Pettit and Martin August 1984 - August 1985
Macmillan October 1981 - August 1982
Sony September 1979 - August 1980
Skills
Portfolio Management, Financial Analysis, Investments, Equities, English, Asset Management, Hedge Funds, Research, Writing, Asset Managment, Venture Capital, Private Equity, Investment Banking, Capital Markets, Management, Trading, Emerging Markets, Business Strategy, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Alternative Investments
Education
Seikei University 1986 — 1987
Post Grad study in Economics on Japanese Education Ministry fellowship
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Economics, European studies, Honors
Carleton College 1975 — 1979
BA, History
Université de Pau et des Pays de l'Adour 1977 — 1977
Diplome d'Etudes Francaises
Confluence Investment Advisors August 2008 - Present
Omega Advisors August 2003 - October 2003
Moore Capital Management August 2000 - August 2002
Brown Brothers Harriman June 1996 - August 2000
Clay Finlay September 1993 - July 1995
Baring Securities November 1986 - June 1993
Pettit and Martin August 1984 - August 1985
Macmillan October 1981 - August 1982
Sony September 1979 - August 1980
Skills
Portfolio Management, Financial Analysis, Investments, Equities, English, Asset Management, Hedge Funds, Research, Writing, Asset Managment, Venture Capital, Private Equity, Investment Banking, Capital Markets, Management, Trading, Emerging Markets, Business Strategy, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Alternative Investments
Education
Seikei University 1986 — 1987
Post Grad study in Economics on Japanese Education Ministry fellowship
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Economics, European studies, Honors
Carleton College 1975 — 1979
BA, History
Université de Pau et des Pays de l'Adour 1977 — 1977
Diplome d'Etudes Francaises
Ariel Schochet's Omega Advisors Experience September 2008 - April 2009
Job SSEA Consulting
Industry Financial Services
Experience
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
Sergei German Sergei German's Omega Advisors Experience 1993 - 1997
Job Senior Software Engineer at New York Genome Center
Industry Information Technology and Services
Experience
New York Genome Center March 2015 - Present
Nomura Securities 2012 - Present
North Street Consulting 2008 - Present
Credit Suisse 2006 - July 2012
Bloomberg 2010 - March 2011
Citigroup - Smith Barney 2005 - 2006
Oak Hill Platinum Partners 2004 - 2005
Summit Systems 2002 - 2004
Sailfish Systems / Reuters 1997 - 2002
Omega Advisors 1993 - 1997
Skills
C++, Java, Perl, SQL, Python, C#, STL, R, Boost, TIBCO, Trading Systems, Unix, Distributed Systems, Multithreading, Sybase, Algorithms, Object Oriented Design, Low Latency, Derivatives, Software Development, Design Patterns, SOA, Shell Scripting, Spring, Agile Methodologies, Java Enterprise Edition, Machine Learning, Software Engineering
Education
New York University 1996 — 1997
MS, Computer Science
Peter the Great St.Petersburg Polytechnic University 1976 — 1982
MS, Mechanical Engineering
New York Genome Center March 2015 - Present
Nomura Securities 2012 - Present
North Street Consulting 2008 - Present
Credit Suisse 2006 - July 2012
Bloomberg 2010 - March 2011
Citigroup - Smith Barney 2005 - 2006
Oak Hill Platinum Partners 2004 - 2005
Summit Systems 2002 - 2004
Sailfish Systems / Reuters 1997 - 2002
Omega Advisors 1993 - 1997
Skills
C++, Java, Perl, SQL, Python, C#, STL, R, Boost, TIBCO, Trading Systems, Unix, Distributed Systems, Multithreading, Sybase, Algorithms, Object Oriented Design, Low Latency, Derivatives, Software Development, Design Patterns, SOA, Shell Scripting, Spring, Agile Methodologies, Java Enterprise Edition, Machine Learning, Software Engineering
Education
New York University 1996 — 1997
MS, Computer Science
Peter the Great St.Petersburg Polytechnic University 1976 — 1982
MS, Mechanical Engineering
Paige Robertson Paige Robertson's Omega Advisors Experience January 2011 - December 2013
Job Traveling for a while, ending up in London Summer 2016
Industry Investment Management
Experience
Portfolios with Purpose January 2014 - Present
Maltese Capital Management March 2014 - June 2015
Stop Soldier Suicide January 2013 - June 2015
Omega Advisors January 2011 - December 2013
Girls on the Run International September 2011 - June 2013
Starpoint Capital January 2008 - February 2012
Screaming Eagle Trading July 2005 - January 2008
Skills
Equities, Asset Managment, Portfolio Management, Financial Modeling, Hedge Funds, Investments, Operations Management, Marketing, Investor Relations, Compliance, Institutional Research, Recruiting, Asset Management, Alternative Investments, Financial Analysis, Management, Securities, Mutual Funds, Trading, Bloomberg, Equity Research, Finance, Series 7
Education
University of California, Santa Cruz 2002 — 2006
BA, Global Economics
Universitat de Barcelona 2004 — 2005
Education Abroad Program
Miramonte High School 1998 — 2002
Portfolios with Purpose January 2014 - Present
Maltese Capital Management March 2014 - June 2015
Stop Soldier Suicide January 2013 - June 2015
Omega Advisors January 2011 - December 2013
Girls on the Run International September 2011 - June 2013
Starpoint Capital January 2008 - February 2012
Screaming Eagle Trading July 2005 - January 2008
Skills
Equities, Asset Managment, Portfolio Management, Financial Modeling, Hedge Funds, Investments, Operations Management, Marketing, Investor Relations, Compliance, Institutional Research, Recruiting, Asset Management, Alternative Investments, Financial Analysis, Management, Securities, Mutual Funds, Trading, Bloomberg, Equity Research, Finance, Series 7
Education
University of California, Santa Cruz 2002 — 2006
BA, Global Economics
Universitat de Barcelona 2004 — 2005
Education Abroad Program
Miramonte High School 1998 — 2002
David Fandrich David Fandrich's Omega Advisors Experience 2006 - 2007
Job Analyst at Kleinheinz Capital Partners
Industry Investment Management
Experience
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Gregory Jones, CFA Gregory Jones, CFA's Omega Advisors Experience March 2010 - January 2011
Job Director of Global Equities at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC January 2011 - Present
Omega Advisors March 2010 - January 2011
Jadeite Capital, LLC November 2006 - December 2010
Clay Finlay, Inc. January 1995 - August 2006
Northern Trust January 1985 - November 1994
Skills
Hedge Funds, Investments, Mutual Funds, Equity Research, Asset Management, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Capital Markets, Investment Advisory, Securities
Education
University of Chicago 1989 — 1993
Master of Business Administration (MBA), Finance
Duke University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Ashfield Capital Partners, LLC January 2011 - Present
Omega Advisors March 2010 - January 2011
Jadeite Capital, LLC November 2006 - December 2010
Clay Finlay, Inc. January 1995 - August 2006
Northern Trust January 1985 - November 1994
Skills
Hedge Funds, Investments, Mutual Funds, Equity Research, Asset Management, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Capital Markets, Investment Advisory, Securities
Education
University of Chicago 1989 — 1993
Master of Business Administration (MBA), Finance
Duke University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Jonathan Scharf Jonathan Scharf's Omega Advisors Experience April 2013 - Present
Job Operations/Trading Assistant at Omega Advisors Inc.
Industry Financial Services
Experience
Omega Advisors April 2013 - Present
Mount Kellett Capital May 2012 - March 2013
Hampton Capital LLC March 2007 - February 2012
Caxton Associates January 2005 - March 2007
Skills
Bloomberg Terminal, Reuters, Microsoft Office, Trading, FX, Hedge Funds, Risk, Fixed Income, Excel, Bloomberg, Financial Analysis, Derivatives, Middle Office, Advent Geneva, Murex, Wall Street Office, Markitwire, Technical Analysis, VBA, Risk Metrics, Credit Derivatives, Interest Rate Swaps, Commodity Markets, Project Management, PnL, Bond Pricing, Structured Products
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Concentration in Finance
Bucknell University 2000 — 2004
B.A., Economics
West Morris Central 1996 — 2000
Omega Advisors April 2013 - Present
Mount Kellett Capital May 2012 - March 2013
Hampton Capital LLC March 2007 - February 2012
Caxton Associates January 2005 - March 2007
Skills
Bloomberg Terminal, Reuters, Microsoft Office, Trading, FX, Hedge Funds, Risk, Fixed Income, Excel, Bloomberg, Financial Analysis, Derivatives, Middle Office, Advent Geneva, Murex, Wall Street Office, Markitwire, Technical Analysis, VBA, Risk Metrics, Credit Derivatives, Interest Rate Swaps, Commodity Markets, Project Management, PnL, Bond Pricing, Structured Products
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Concentration in Finance
Bucknell University 2000 — 2004
B.A., Economics
West Morris Central 1996 — 2000
Mike Khorrami's Omega Advisors Experience December 1996 - March 1998
Job COO at Tricadia Capital Managment
Industry Investment Management
Experience
Tricadia Capital Managment April 2013 - Present
Kiski Alpha Partners June 2009 - March 2013
Investment Risk Management LP May 2008 - June 2009
Millennium Partners April 2006 - April 2008
Brevan Howard December 2002 - March 2006
Credit Suisse First Boston 1998 - 2002
Omega Advisors December 1996 - March 1998
Tiger Management 1993 - 1996
JP Morgan June 1986 - September 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Credit, MBS, Portfolio Management, Investments, Asset Managment, ABS, Investment Management, Foreign Exchange, Investment Banking, Equities, Investment Strategies, Asset Allocation, Quantitative Finance, Capital Markets, Trading, Electronic Trading, Alternative Investments, Financial Modeling, Options, Volatility, FX Options, Asset Management, Structured Finance, Private Equity, Corporate Finance, Securities, Proprietary Trading, Trading Systems, Bonds, Financial Markets, Emerging Markets, Hedging, Series 7, Financial Structuring, Due Diligence, Interest Rate..., Commodity, Structured Products, Equity Research, Valuation, Swaps, Prime Brokerage, Fund Of Funds, Equity Derivatives, Risk Management, Bloomberg, Credit Derivatives
Education
University of Pennsylvania 1984 — 1986
MBA, Finance
Cornell University 1978 — 1982
BS, Chemical Engineering
Hun School of Princeton 1977 — 1978
High School Diploma
Tricadia Capital Managment April 2013 - Present
Kiski Alpha Partners June 2009 - March 2013
Investment Risk Management LP May 2008 - June 2009
Millennium Partners April 2006 - April 2008
Brevan Howard December 2002 - March 2006
Credit Suisse First Boston 1998 - 2002
Omega Advisors December 1996 - March 1998
Tiger Management 1993 - 1996
JP Morgan June 1986 - September 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Credit, MBS, Portfolio Management, Investments, Asset Managment, ABS, Investment Management, Foreign Exchange, Investment Banking, Equities, Investment Strategies, Asset Allocation, Quantitative Finance, Capital Markets, Trading, Electronic Trading, Alternative Investments, Financial Modeling, Options, Volatility, FX Options, Asset Management, Structured Finance, Private Equity, Corporate Finance, Securities, Proprietary Trading, Trading Systems, Bonds, Financial Markets, Emerging Markets, Hedging, Series 7, Financial Structuring, Due Diligence, Interest Rate..., Commodity, Structured Products, Equity Research, Valuation, Swaps, Prime Brokerage, Fund Of Funds, Equity Derivatives, Risk Management, Bloomberg, Credit Derivatives
Education
University of Pennsylvania 1984 — 1986
MBA, Finance
Cornell University 1978 — 1982
BS, Chemical Engineering
Hun School of Princeton 1977 — 1978
High School Diploma
William Vogel CFA's Omega Advisors Experience December 2007 - May 2009
Job Equity Portfolio Manager: Strategic Valuation with Catalyst
Industry Financial Services
Experience
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
Benjamin Bornstein Benjamin Bornstein's Omega Advisors Experience December 2006 - December 2008
Job President at Prospero Capital Management, LLC
Industry Investment Management
Experience
Olofson Technology Partners February 2015 - Present
Prospero Capital Management, LLC January 2007 - Present
Omega Advisors December 2006 - December 2008
Prospero Capital Management, LLC January 1997 - December 2006
Orbis Investment Management July 1997 - January 2000
BJA Capital Management 1992 - 1997
Goldman Sachs 1995 - 1995
Oppenheimer & Co. June 1992 - August 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Capital Raises, Financial Analysis, Financial Modeling, Corporate Finance, Public Finance, Personal Finance, Risk Management, DJ, Investment Management, Asset Managment, Capital, Equities, Securities, Trading, Portfolio Management, Private Equity, Finance, Financial Services, Valuation, Mutual Funds, Strategy, Financial Advisory, Capital Markets, Venture Capital
Education
Harvard Business School 1993 — 1997
Master of Business Administration (M.B.A.), Business, Baker Scholar
Harvard Law School 1993 — 1997
Doctor of Law (JD), Law
Princeton University 1988 — 1992
Bachelor of Arts (A.B.), Economics
Olofson Technology Partners February 2015 - Present
Prospero Capital Management, LLC January 2007 - Present
Omega Advisors December 2006 - December 2008
Prospero Capital Management, LLC January 1997 - December 2006
Orbis Investment Management July 1997 - January 2000
BJA Capital Management 1992 - 1997
Goldman Sachs 1995 - 1995
Oppenheimer & Co. June 1992 - August 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Capital Raises, Financial Analysis, Financial Modeling, Corporate Finance, Public Finance, Personal Finance, Risk Management, DJ, Investment Management, Asset Managment, Capital, Equities, Securities, Trading, Portfolio Management, Private Equity, Finance, Financial Services, Valuation, Mutual Funds, Strategy, Financial Advisory, Capital Markets, Venture Capital
Education
Harvard Business School 1993 — 1997
Master of Business Administration (M.B.A.), Business, Baker Scholar
Harvard Law School 1993 — 1997
Doctor of Law (JD), Law
Princeton University 1988 — 1992
Bachelor of Arts (A.B.), Economics
Kally Sitaras Kally Sitaras's Omega Advisors Experience February 2006 - February 2009
Job Freelance Makeup Artist + Hair Stylist
Industry Financial Services
Experience
CURLS & LASHES February 2009 - Present
Charlotte Tilbury Beauty Ltd November 2014 - March 2015
Goldman Sachs February 2010 - June 2013
Omega Advisors February 2006 - February 2009
ERNST&YOUNG September 2004 - February 2006
Skills
Asset Management, Equities, Microsoft Excel, Financial Analysis, Public Speaking, Social Networking, Finance, Leadership, Fashion Makeup Artist, Bridal Makeup Artist, Makeup Artistry, Hair Styling, Performance Analysis
Education
Make-Up Designory 2014 — 2014
Beauty Make-Up Artistry
Pace University - Lubin School of Business 1999 — 2004
Master of Business Administration (M.B.A.), Public Accounting
CURLS & LASHES February 2009 - Present
Charlotte Tilbury Beauty Ltd November 2014 - March 2015
Goldman Sachs February 2010 - June 2013
Omega Advisors February 2006 - February 2009
ERNST&YOUNG September 2004 - February 2006
Skills
Asset Management, Equities, Microsoft Excel, Financial Analysis, Public Speaking, Social Networking, Finance, Leadership, Fashion Makeup Artist, Bridal Makeup Artist, Makeup Artistry, Hair Styling, Performance Analysis
Education
Make-Up Designory 2014 — 2014
Beauty Make-Up Artistry
Pace University - Lubin School of Business 1999 — 2004
Master of Business Administration (M.B.A.), Public Accounting
Lauren Willis Lauren Willis's Omega Advisors Experience January 2001 - August 2001
Job Director at Tourmaline Partners, LLC
Industry Financial Services
Experience
Tourmaline Partners, LLC September 2014 - Present
Wedbush Securities March 2004 - July 2014
Omega Advisors January 2001 - August 2001
Sanford C. Bernstein 1997 - 2001
Prudential Securities 1986 - 1997
Skills
Series 7, Series 24, Series 55, Series 63, Trading, Equities, Hedge Funds, Securities, Investments, Capital Markets, Marketing, Program Management, Equity Research, Sales, Bloomberg, Alternative Investments
Education
The University of Texas at Austin 1985 — 1986
BA
Boston University 1983 — 1984
Tourmaline Partners, LLC September 2014 - Present
Wedbush Securities March 2004 - July 2014
Omega Advisors January 2001 - August 2001
Sanford C. Bernstein 1997 - 2001
Prudential Securities 1986 - 1997
Skills
Series 7, Series 24, Series 55, Series 63, Trading, Equities, Hedge Funds, Securities, Investments, Capital Markets, Marketing, Program Management, Equity Research, Sales, Bloomberg, Alternative Investments
Education
The University of Texas at Austin 1985 — 1986
BA
Boston University 1983 — 1984
S. Basu Mullick S. Basu Mullick's Omega Advisors Experience January 1992 - November 1993
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Integre Asset Management June 2012 - Present
Neuberger Berman September 1998 - December 2011
Ark Asset Management November 1993 - September 1998
Omega Advisors January 1992 - November 1993
John A Levin & Co September 1988 - December 1991
Wells Fargo Asset Management May 1986 - September 1988
PaineWebber Inc November 1982 - May 1985
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Alternative Investments, Investments, Capital Markets, Private Equity, Valuation, Equity Research, Guest Instructor, MBA..., Mutual Funds, Fixed Income, Series 7, Asset Managment
Education
Rutgers Business School 1983 — 1987
ABD, PhD, Finance, Microstructure
Rutgers University-New Brunswick 1980 — 1982
Master's degree, Economics
Integre Asset Management June 2012 - Present
Neuberger Berman September 1998 - December 2011
Ark Asset Management November 1993 - September 1998
Omega Advisors January 1992 - November 1993
John A Levin & Co September 1988 - December 1991
Wells Fargo Asset Management May 1986 - September 1988
PaineWebber Inc November 1982 - May 1985
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Alternative Investments, Investments, Capital Markets, Private Equity, Valuation, Equity Research, Guest Instructor, MBA..., Mutual Funds, Fixed Income, Series 7, Asset Managment
Education
Rutgers Business School 1983 — 1987
ABD, PhD, Finance, Microstructure
Rutgers University-New Brunswick 1980 — 1982
Master's degree, Economics
Monika Namath Monika Namath's Omega Advisors Experience March 2008 - February 2010
Job Portfolio Manager at Diamondback Capital
Industry Financial Services
Experience
Diamondback Capital February 2010 - Present
Omega Advisors March 2008 - February 2010
Highbridge Capital Management 2006 - 2008
PIMCO 2003 - 2006
SunAmerica 1999 - 2003
Education
University of California, Berkeley
Economics
Diamondback Capital February 2010 - Present
Omega Advisors March 2008 - February 2010
Highbridge Capital Management 2006 - 2008
PIMCO 2003 - 2006
SunAmerica 1999 - 2003
Education
University of California, Berkeley
Economics
Luke Li's Omega Advisors Experience 2015 - Present
Job Investment Professional
Industry Financial Services
Experience
Omega Advisors 2015 - Present
Hutchin Hill Capital 2013 - 2014
Anchorage Capital 2011 - 2013
Moelis & Company 2008 - 2011
Skills
Fixed Income, Financial Modeling, Private Equity, Investment Banking, Valuation
Education
Harvard University 2004 — 2008
BA/MA, Economics/Statistics
Omega Advisors 2015 - Present
Hutchin Hill Capital 2013 - 2014
Anchorage Capital 2011 - 2013
Moelis & Company 2008 - 2011
Skills
Fixed Income, Financial Modeling, Private Equity, Investment Banking, Valuation
Education
Harvard University 2004 — 2008
BA/MA, Economics/Statistics
Patricia Ho's Omega Advisors Experience March 2013 - Present
Job Macro Research Analyst at Omega Advisors
Industry Financial Services
Experience
Omega Advisors March 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Roubini Global Economics March 2011 - February 2012
Dow Jones Newswires and Wall Street Journal October 2007 - March 2010
Skills
Emerging Markets, Economics, Bloomberg Terminal, Research, Hedge Funds, Economic Research, Financial Markets, Macroeconomics, Mandarin, Policy Analysis, Writing
Education
Columbia University in the City of New York 2010 — 2012
Masters, International Finance and Economic Policy
Santa Clara University 2000 — 2004
Bachelors, English literature
Omega Advisors March 2013 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Roubini Global Economics March 2011 - February 2012
Dow Jones Newswires and Wall Street Journal October 2007 - March 2010
Skills
Emerging Markets, Economics, Bloomberg Terminal, Research, Hedge Funds, Economic Research, Financial Markets, Macroeconomics, Mandarin, Policy Analysis, Writing
Education
Columbia University in the City of New York 2010 — 2012
Masters, International Finance and Economic Policy
Santa Clara University 2000 — 2004
Bachelors, English literature
Jing An, CFA's Omega Advisors Experience March 2015 - Present
Job Commercial Real Estate at Omega Advisors
Industry Financial Services
Experience
Omega Advisors March 2015 - Present
Goldman Sachs September 2009 - February 2015
Deutsche Bank August 2007 - August 2009
Fitch Ratings June 2006 - August 2007
MMA Financial March 2004 - January 2006
Skills
MBS, Corporate Finance, Investments, Securitization, Bonds, Commercial Real Estate, Financial Modeling, Portfolio Management, Loans, CMBS, Trading, Strategy, Hedge Funds
Education
Massachusetts Institute of Technology 2001 — 2003
Masters, Real Estate Development; City Planning
Tsinghua University 1996 — 2001
Bachelor, Urban Planning
Omega Advisors March 2015 - Present
Goldman Sachs September 2009 - February 2015
Deutsche Bank August 2007 - August 2009
Fitch Ratings June 2006 - August 2007
MMA Financial March 2004 - January 2006
Skills
MBS, Corporate Finance, Investments, Securitization, Bonds, Commercial Real Estate, Financial Modeling, Portfolio Management, Loans, CMBS, Trading, Strategy, Hedge Funds
Education
Massachusetts Institute of Technology 2001 — 2003
Masters, Real Estate Development; City Planning
Tsinghua University 1996 — 2001
Bachelor, Urban Planning
Peter Boockvar's Omega Advisors Experience January 2013 - June 2013
Job Chief Market Analyst at The Lindsey Group and CoCIO of Bookmark Advisors, a member of Advisory Services Network, LLC
Industry Capital Markets
Experience
Bookmark Advisors, a member of Advisory Services Network, LLC July 2015 - Present
The Lindsey Group July 2013 - Present
OCLI, LLC January 2007 - Present
Omega Advisors January 2013 - June 2013
Miller Tabak + Co. October 1994 - December 2012
Miller Tabak Advisors October 1994 - December 2012
Boockvar Capital Partners January 1995 - July 1998
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Fixed Income, Trading, Equity Trading, Derivatives, Valuation, Asset Management, Investments, Options, Financial Modeling, Equity Derivatives, Series 7, Investment Banking, Emerging Markets, Financial Markets
Education
The George Washington University 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Bookmark Advisors, a member of Advisory Services Network, LLC July 2015 - Present
The Lindsey Group July 2013 - Present
OCLI, LLC January 2007 - Present
Omega Advisors January 2013 - June 2013
Miller Tabak + Co. October 1994 - December 2012
Miller Tabak Advisors October 1994 - December 2012
Boockvar Capital Partners January 1995 - July 1998
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Fixed Income, Trading, Equity Trading, Derivatives, Valuation, Asset Management, Investments, Options, Financial Modeling, Equity Derivatives, Series 7, Investment Banking, Emerging Markets, Financial Markets
Education
The George Washington University 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Antoinette Delmage's Omega Advisors Experience March 2013 - Present
Job Broker Liaison at Omega Advisors
Industry Financial Services
Experience
Omega Advisors March 2013 - Present
Raymond James & Associates, Inc May 2010 - March 2013
Fluor May 2007 - September 2010
Skills
Financial Modeling, Equity Research, Series 7, Equities, Asset Managment, Valuation, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Securities, Bloomberg, Capital Markets, Alternative Investments, Finance, Series 63, Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance & Marketing
St. John's University 2003 — 2008
Finance and Marketing
Omega Advisors March 2013 - Present
Raymond James & Associates, Inc May 2010 - March 2013
Fluor May 2007 - September 2010
Skills
Financial Modeling, Equity Research, Series 7, Equities, Asset Managment, Valuation, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Securities, Bloomberg, Capital Markets, Alternative Investments, Finance, Series 63, Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance & Marketing
St. John's University 2003 — 2008
Finance and Marketing
Mike Kelly's Omega Advisors Experience 1996 - 1998
Job Chief Investment Officer, Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners January 2015 - Present
ORIX Asset Management 2012 - May 2014
FrontPoint Partners 2001 - 2012
Tiger Management 1998 - 2000
Omega Advisors 1996 - 1998
Salomon Brothers August 1992 - August 1995
Skills
Alternative Investments, Securities, Portfolio Management, Investments, Investment Banking, Fund Of Funds, Financial Analysis, Equities, Asset Managment, Asset Management, Asset Allocation, Hedge Funds, Private Equity, Fixed Income, Options
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Cornell University 1988 — 1992
BS
Franklin Square Capital Partners January 2015 - Present
ORIX Asset Management 2012 - May 2014
FrontPoint Partners 2001 - 2012
Tiger Management 1998 - 2000
Omega Advisors 1996 - 1998
Salomon Brothers August 1992 - August 1995
Skills
Alternative Investments, Securities, Portfolio Management, Investments, Investment Banking, Fund Of Funds, Financial Analysis, Equities, Asset Managment, Asset Management, Asset Allocation, Hedge Funds, Private Equity, Fixed Income, Options
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Cornell University 1988 — 1992
BS
John Wolff's Omega Advisors Experience April 2015 - Present
Job Partner at Omega Advisors
Industry Investment Management
Experience
Omega Advisors April 2015 - Present
Andor Capital Management October 2012 - April 2015
Goldman Sachs June 2010 - October 2012
eFieldHouse.com, LLC January 2007 - January 2010
North Castle Partners, LLC October 2008 - January 2009
New York Mets August 2006 - September 2007
Chicago White Sox June 2005 - July 2006
Skills
Investments, Sports, Fundraising, Financial Analysis, Business Strategy, Investment Banking, Corporate Finance
Education
Columbia University - Columbia Business School 2008 — 2010
M.B.A, Finance & Economics
Harvard University 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Omega Advisors April 2015 - Present
Andor Capital Management October 2012 - April 2015
Goldman Sachs June 2010 - October 2012
eFieldHouse.com, LLC January 2007 - January 2010
North Castle Partners, LLC October 2008 - January 2009
New York Mets August 2006 - September 2007
Chicago White Sox June 2005 - July 2006
Skills
Investments, Sports, Fundraising, Financial Analysis, Business Strategy, Investment Banking, Corporate Finance
Education
Columbia University - Columbia Business School 2008 — 2010
M.B.A, Finance & Economics
Harvard University 2002 — 2007
Bachelor of Arts (B.A.), Psychology
Nick Graziano's Omega Advisors Experience September 2009 - December 2010
Job Partner/Senior Managing Director at Corvex Management
Industry Financial Services
Experience
Corvex Management December 2010 - March 2015
FICO February 2007 - May 2013
Omega Advisors September 2009 - December 2010
FICO 2007 - 2010
Sandell Asset Management July 2006 - July 2009
Icahn Associates February 2004 - July 2006
March Partners February 2002 - February 2004
Salomon Smith Barney 1995 - 1999
Skills
Investments, Management, Financial Risk, Investment Banking, Trading, Hedge Funds, Risk Management, Portfolio Management, Equity Research, Bonds, Finance, Equities, Fixed Income, Financial Markets, Securities, Alternative Investments, Capital Markets, Credit, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Mergers & Acquisitions, Private Equity, Asset Managment, Asset Management
Education
Duke University
Corvex Management December 2010 - March 2015
FICO February 2007 - May 2013
Omega Advisors September 2009 - December 2010
FICO 2007 - 2010
Sandell Asset Management July 2006 - July 2009
Icahn Associates February 2004 - July 2006
March Partners February 2002 - February 2004
Salomon Smith Barney 1995 - 1999
Skills
Investments, Management, Financial Risk, Investment Banking, Trading, Hedge Funds, Risk Management, Portfolio Management, Equity Research, Bonds, Finance, Equities, Fixed Income, Financial Markets, Securities, Alternative Investments, Capital Markets, Credit, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Mergers & Acquisitions, Private Equity, Asset Managment, Asset Management
Education
Duke University
Travis Cocke's Omega Advisors Experience December 2008 - January 2009
Job Portfolio Manager at Voss Capital LLC
Industry Investment Management
Experience
Voss Capital LLC October 2011 - Present
Ascendant Advisors August 2009 - July 2010
Omega Advisors December 2008 - January 2009
Teacher Retirement System of Texas June 2008 - August 2008
Skills
Financial Modeling, Investments, Hedge Funds, Valuation, Corporate Finance
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Voss Capital LLC October 2011 - Present
Ascendant Advisors August 2009 - July 2010
Omega Advisors December 2008 - January 2009
Teacher Retirement System of Texas June 2008 - August 2008
Skills
Financial Modeling, Investments, Hedge Funds, Valuation, Corporate Finance
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Dan Orlow's Omega Advisors Experience January 2007 - December 2008
Job Game Sports Network, Inc.
Industry Sports
Experience
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Ted Temple's Omega Advisors Experience January 2006 - December 2007
Job Managing Partner at Tempest Trading, LLC
Industry Capital Markets
Experience
Tempest Trading, LLC April 2015 - Present
484Wall Capital Management LLC / BNY Mellon July 2013 - February 2015
5:15 Capital Management LLC December 2009 - April 2013
Independant Trader September 2008 - November 2009
Brevan Howard January 2008 - August 2008
Omega Advisors January 2006 - December 2007
Nexus Capital Bermuda February 2001 - October 2005
Bank of Bermuda, HSBC May 1993 - January 2001
Skills
Hedge Funds, Trading, Risk Management, Portfolio Management, Asset Managment, Fixed Income, FX trading, Global Macro, Asset Management, Equities, Relative Value, Derivatives, Capital Markets, Bloomberg, FX Options, Options, Alternative Investments, Hedging, Trading Systems, Valuation, Securities, Financial Markets, Swaps, Currency, Arbitrage, Trading Strategies, Equity Derivatives, Electronic Trading, Proprietary Trading, Volatility, Interest Rate..., Equity Trading, Traders, Structured Products, Commodity, Bonds, Quantitative Finance, Credit Derivatives, Market Risk, Foreign Exchange, Prime Brokerage, Technical Analysis, Managed Futures, Rates, Swaptions, FX Hedging, Futures Trading
Education
Stanford Continuing Studies 2015 — 2015
WSP-150 Financial Modelling, CS-57 Python
Johnson & Wales University
Tempest Trading, LLC April 2015 - Present
484Wall Capital Management LLC / BNY Mellon July 2013 - February 2015
5:15 Capital Management LLC December 2009 - April 2013
Independant Trader September 2008 - November 2009
Brevan Howard January 2008 - August 2008
Omega Advisors January 2006 - December 2007
Nexus Capital Bermuda February 2001 - October 2005
Bank of Bermuda, HSBC May 1993 - January 2001
Skills
Hedge Funds, Trading, Risk Management, Portfolio Management, Asset Managment, Fixed Income, FX trading, Global Macro, Asset Management, Equities, Relative Value, Derivatives, Capital Markets, Bloomberg, FX Options, Options, Alternative Investments, Hedging, Trading Systems, Valuation, Securities, Financial Markets, Swaps, Currency, Arbitrage, Trading Strategies, Equity Derivatives, Electronic Trading, Proprietary Trading, Volatility, Interest Rate..., Equity Trading, Traders, Structured Products, Commodity, Bonds, Quantitative Finance, Credit Derivatives, Market Risk, Foreign Exchange, Prime Brokerage, Technical Analysis, Managed Futures, Rates, Swaptions, FX Hedging, Futures Trading
Education
Stanford Continuing Studies 2015 — 2015
WSP-150 Financial Modelling, CS-57 Python
Johnson & Wales University
Sam Hoffman's Omega Advisors Experience 2004 - 2006
Job Investor / Portfolio Manager / Corporate Finance and Strategy Backgound
Industry Investment Management
Experience
Lincoln Square Capital Management, LLC 2014 - Present
Nomura Securities 2012 - 2013
Lincoln Square Capital Management, LLC 2008 - 2011
ADAR Investment Management 2006 - 2008
Omega Advisors 2004 - 2006
ABN AMRO North America / IFS Capital Advisors 2001 - 2004
MetLife 1997 - 2000
McKinsey & Company 1995 - 1997
Education
Harvard Business School
M.B.A.
Harvard University
A.B.
Lincoln Square Capital Management, LLC 2014 - Present
Nomura Securities 2012 - 2013
Lincoln Square Capital Management, LLC 2008 - 2011
ADAR Investment Management 2006 - 2008
Omega Advisors 2004 - 2006
ABN AMRO North America / IFS Capital Advisors 2001 - 2004
MetLife 1997 - 2000
McKinsey & Company 1995 - 1997
Education
Harvard Business School
M.B.A.
Harvard University
A.B.
Cyrus Cooper's Omega Advisors Experience December 1997 - Present
Job Chief Information Officier at Omega Advisors.com
Industry Financial Services
Experience
Omega Advisors December 1997 - Present
Integrated Business Systems, Inc. June 1987 - November 1997
Education
New York University 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Adelphi University 1985 — 1989
Bachelor's degree, Business Administration and Management, General, Summa Cum Laude
Omega Advisors December 1997 - Present
Integrated Business Systems, Inc. June 1987 - November 1997
Education
New York University 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Adelphi University 1985 — 1989
Bachelor's degree, Business Administration and Management, General, Summa Cum Laude
Alan Straus's Omega Advisors Experience June 2009 - December 2011
Job Portfolio Manager
Industry Investment Management
Experience
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Michael Goldberg's Omega Advisors Experience May 2010 - August 2010
Job Analyst at Corvex Management
Industry Financial Services
Experience
Corvex Management 2011 - Present
Columbia Business School 2009 - May 2011
Omega Advisors May 2010 - August 2010
Citi July 2005 - November 2008
Skills
Asset Managment, Portfolio Management, Capital Markets, Equities, Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics - Political Science
Corvex Management 2011 - Present
Columbia Business School 2009 - May 2011
Omega Advisors May 2010 - August 2010
Citi July 2005 - November 2008
Skills
Asset Managment, Portfolio Management, Capital Markets, Equities, Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics - Political Science
Adam Duarte's Omega Advisors Experience January 2009 - Present
Job Portfolio Manager at Omega Advisors
Industry Financial Services
Experience
Omega Advisors January 2009 - Present
Sandell Asset Management 2007 - 2009
Cobalt Capital January 2005 - January 2007
Carlyle/Riverstone 2003 - 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Middlebury College 1993 — 1997
BA, Political Science, Physics
Omega Advisors January 2009 - Present
Sandell Asset Management 2007 - 2009
Cobalt Capital January 2005 - January 2007
Carlyle/Riverstone 2003 - 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Middlebury College 1993 — 1997
BA, Political Science, Physics
Cynthia Frick's Omega Advisors Experience 2009 - 2010
Job Equity Portfolio Manager & Consumer Sector Equity Analyst
Industry Investment Management
Experience
Omega Advisors 2009 - 2010
Alliance Growth Equities, A unit of AllianceBernstein L.P. 2004 - 2008
Alliance Capital Management Corporation 1992 - 2004
Alliance Capital Management Corporation 1987 - 1992
Skills
Hedge Funds, Equities, Portfolio Management, Valuation, Investments, Equity Research, Alternative Investments, Equity Valuation, Mutual Funds, Investment Management, Institutional..., Financial Modeling, Risk Management, Competitive Analysis, Asset Management, Securities, Financial Analysis, Capital Markets, Asset Managment, Asset Allocation, Due Diligence, Business Analysis, Private Equity, Fixed Income, Venture Capital, Stock Picking, Portfolio Optimization, Endowments, Business Strategy, Trading, Consumer Products, Economics, Corporate Finance, Buy-side, E-commerce, Analysis, Pensions, Forecasting, Non-profit Boards, Retail, Fundamental Research, Security Analysis, Sustainable ESG..., Client Portfolio..., Strategic Analysis, Sovereign Wealth Funds, Product Specialists, Consumer Insights, Bloomberg, Investment Banking
Education
The Wharton School of the University of Pennsylvania
MBA
Lehigh University - College of Business and Economics
BS Business and Economics
Omega Advisors 2009 - 2010
Alliance Growth Equities, A unit of AllianceBernstein L.P. 2004 - 2008
Alliance Capital Management Corporation 1992 - 2004
Alliance Capital Management Corporation 1987 - 1992
Skills
Hedge Funds, Equities, Portfolio Management, Valuation, Investments, Equity Research, Alternative Investments, Equity Valuation, Mutual Funds, Investment Management, Institutional..., Financial Modeling, Risk Management, Competitive Analysis, Asset Management, Securities, Financial Analysis, Capital Markets, Asset Managment, Asset Allocation, Due Diligence, Business Analysis, Private Equity, Fixed Income, Venture Capital, Stock Picking, Portfolio Optimization, Endowments, Business Strategy, Trading, Consumer Products, Economics, Corporate Finance, Buy-side, E-commerce, Analysis, Pensions, Forecasting, Non-profit Boards, Retail, Fundamental Research, Security Analysis, Sustainable ESG..., Client Portfolio..., Strategic Analysis, Sovereign Wealth Funds, Product Specialists, Consumer Insights, Bloomberg, Investment Banking
Education
The Wharton School of the University of Pennsylvania
MBA
Lehigh University - College of Business and Economics
BS Business and Economics
Keith Maher's Omega Advisors Experience March 2009 - April 2012
Job Portfolio Manager, Healthcare Equities
Industry Investment Management
Experience
Schroders July 2013 - Present
Repertoire Asset Mngmnt, LLC; Repertoire Capital Partners, LP April 2012 - June 2013
Omega Advisors March 2009 - April 2012
Gracie Capital July 2007 - January 2009
Valesco Capital Management April 2005 - July 2007
Robeco-Weiss Peck & Greer January 2002 - April 2005
Lehman Brothers June 2000 - January 2002
Skills
Equities, Risk Management, Investments, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Valuation, Debt, Venture Capital, Industry Analysis, Healthcare, Asset Management, Capital, Strategic Planning, Business Strategy, Private Placements, Research, Trading, Forecasting, Capital Markets, Alternative Investments, Negotiation, Accounting, Financial Reporting, Investor Relations, Equity Research, Business Analysis, Start-ups, Investment Strategies, Financial Planning, Competitive Analysis, Securities, Options, Entrepreneurship, Corporate Finance, Investment Banking, Mergers, Emerging Markets, Corporate Development, New Business Development, Healthcare Management, Medical Devices, Medical, Biotechnology, Hospitals, Managed Care, Equity Funding
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Accounting and Finance
Mount Sinai School of Medicine of New York University 1996 — 1999
Medicine, Internal Medicine
Schroders July 2013 - Present
Repertoire Asset Mngmnt, LLC; Repertoire Capital Partners, LP April 2012 - June 2013
Omega Advisors March 2009 - April 2012
Gracie Capital July 2007 - January 2009
Valesco Capital Management April 2005 - July 2007
Robeco-Weiss Peck & Greer January 2002 - April 2005
Lehman Brothers June 2000 - January 2002
Skills
Equities, Risk Management, Investments, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Valuation, Debt, Venture Capital, Industry Analysis, Healthcare, Asset Management, Capital, Strategic Planning, Business Strategy, Private Placements, Research, Trading, Forecasting, Capital Markets, Alternative Investments, Negotiation, Accounting, Financial Reporting, Investor Relations, Equity Research, Business Analysis, Start-ups, Investment Strategies, Financial Planning, Competitive Analysis, Securities, Options, Entrepreneurship, Corporate Finance, Investment Banking, Mergers, Emerging Markets, Corporate Development, New Business Development, Healthcare Management, Medical Devices, Medical, Biotechnology, Hospitals, Managed Care, Equity Funding
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Accounting and Finance
Mount Sinai School of Medicine of New York University 1996 — 1999
Medicine, Internal Medicine
Mark Wightman's Omega Advisors Experience January 1994 - March 1999
Job Real Estate Sales at The Corcoran Group
Industry Financial Services
Experience
The Corcoran Group September 2014 - Present
Wells Fargo January 2013 - Present
NavPoint Trading LLC July 2009 - March 2012
NavPoint LLC 2012 - 2012
NavPoint LLC 2012 - 2012
Glenview Capital March 2005 - January 2009
MFP Investors March 1999 - March 2005
Omega Advisors January 1994 - March 1999
Skills
Trading, Trading Systems, Equity Trading, FX trading, Financial Services, Prime Brokerage, Broker-Dealer, Hedge Funds, Wealth Management, Training
Education
Roger Williams University 1988 — 1992
Bachelor of Science (BS), Marketing
Daniel Webster College 1987 — 1988
The Corcoran Group September 2014 - Present
Wells Fargo January 2013 - Present
NavPoint Trading LLC July 2009 - March 2012
NavPoint LLC 2012 - 2012
NavPoint LLC 2012 - 2012
Glenview Capital March 2005 - January 2009
MFP Investors March 1999 - March 2005
Omega Advisors January 1994 - March 1999
Skills
Trading, Trading Systems, Equity Trading, FX trading, Financial Services, Prime Brokerage, Broker-Dealer, Hedge Funds, Wealth Management, Training
Education
Roger Williams University 1988 — 1992
Bachelor of Science (BS), Marketing
Daniel Webster College 1987 — 1988
Ethan Brown's Omega Advisors Experience January 2012 - Present
Job Omega Advisors Portfolio Manager
Industry Investment Management
Experience
Omega Advisors January 2012 - Present
Williamson McAree Investment Partners 2007 - January 2011
Para Advisors January 1999 - January 2007
Ulysses Management (Successor firm to Odyssey Partners) January 1997 - January 1999
LAZARD FRERES ASSET MANAGEMENT January 1993 - January 1997
Chemical Bank January 1988 - January 1991
Education
Duke University 1991 — 1993
MBA, Finance
Trinity College-Hartford 1984 — 1988
BA, Economics
FUQUA SCHOOL OF BUSINESS, DUKE UNIVERSITY
Master of Business Administration
TRINITY COLLEGE
Bachelor of Arts, Economics
Omega Advisors January 2012 - Present
Williamson McAree Investment Partners 2007 - January 2011
Para Advisors January 1999 - January 2007
Ulysses Management (Successor firm to Odyssey Partners) January 1997 - January 1999
LAZARD FRERES ASSET MANAGEMENT January 1993 - January 1997
Chemical Bank January 1988 - January 1991
Education
Duke University 1991 — 1993
MBA, Finance
Trinity College-Hartford 1984 — 1988
BA, Economics
FUQUA SCHOOL OF BUSINESS, DUKE UNIVERSITY
Master of Business Administration
TRINITY COLLEGE
Bachelor of Arts, Economics
Dan Plager's Omega Advisors Experience March 1996 - May 1997
Job Wealth Management and Advisory
Industry Investment Management
Experience
Plager Asset Management January 2003 - June 2006
Dorado Capital Management January 2002 - December 2002
Teleos Management September 1997 - December 2001
Omega Advisors March 1996 - May 1997
Citibank NA April 1986 - February 1996
Skills
Investments, Alternative Investments, Valuation, Hedge Funds, Portfolio Management, Private Equity, Capital Markets, Asset Management, Securities, Derivatives, Series 7, Financial Modeling, Equities, Due Diligence, Trading
Education
Indiana University Bloomington 1977 — 1981
Bachelor of Science (BS) with Highest Distinction, Business with concentration in Finance
Plager Asset Management January 2003 - June 2006
Dorado Capital Management January 2002 - December 2002
Teleos Management September 1997 - December 2001
Omega Advisors March 1996 - May 1997
Citibank NA April 1986 - February 1996
Skills
Investments, Alternative Investments, Valuation, Hedge Funds, Portfolio Management, Private Equity, Capital Markets, Asset Management, Securities, Derivatives, Series 7, Financial Modeling, Equities, Due Diligence, Trading
Education
Indiana University Bloomington 1977 — 1981
Bachelor of Science (BS) with Highest Distinction, Business with concentration in Finance
Michael Luddy's Omega Advisors Experience April 2014 - Present
Job Analyst at Omega Advisors
Industry Financial Services
Experience
Omega Advisors April 2014 - Present
Goldman Sachs July 2010 - March 2014
Skills
Financial Modeling, Valuation, Equity Research, Equities, Financial Analysis, Capital Markets, DCF, Equity Valuation, Investments, Series 7
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Finance
New Canaan High School 2002 — 2006
High School Diploma
Omega Advisors April 2014 - Present
Goldman Sachs July 2010 - March 2014
Skills
Financial Modeling, Valuation, Equity Research, Equities, Financial Analysis, Capital Markets, DCF, Equity Valuation, Investments, Series 7
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science, Finance
New Canaan High School 2002 — 2006
High School Diploma
Ai Escobinas's Omega Advisors Experience 1995 - 1997
Job Nurse at Hospital for Special Surgery
Industry Hospital & Health Care
Experience
Hospital for Special Surgery July 2000 - Present
Debra Jaliman, MD 1999 - 2000
United Nations Development Program - Human Development Report Office 1991 - 1999
Omega Advisors 1995 - 1997
Skills
BLS, ACLS, PALS, Nursing, Medical/Surgical, Patient Safety
Education
College of Mount Saint Vincent 1995 — 1999
BSN, Nursing
City University of New York-Hunter College 1993 — 1995
Liberal Arts
Hospital for Special Surgery July 2000 - Present
Debra Jaliman, MD 1999 - 2000
United Nations Development Program - Human Development Report Office 1991 - 1999
Omega Advisors 1995 - 1997
Skills
BLS, ACLS, PALS, Nursing, Medical/Surgical, Patient Safety
Education
College of Mount Saint Vincent 1995 — 1999
BSN, Nursing
City University of New York-Hunter College 1993 — 1995
Liberal Arts
Brandon Chao's Omega Advisors Experience July 2012 - Present
Job Structured Products
Industry Investment Management
Experience
Omega Advisors July 2012 - Present
King Street Capital Management August 2006 - June 2012
Credit Suisse 2005 - 2006
Skills
Hedge Funds, Derivatives, Bloomberg, Fixed Income, Credit Derivatives, Bonds, Structured Products, Leveraged Finance, Credit, Trading
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Finance
Omega Advisors July 2012 - Present
King Street Capital Management August 2006 - June 2012
Credit Suisse 2005 - 2006
Skills
Hedge Funds, Derivatives, Bloomberg, Fixed Income, Credit Derivatives, Bonds, Structured Products, Leveraged Finance, Credit, Trading
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Finance
Brad Neuman, CFA's Omega Advisors Experience January 2011 - January 2015
Job Portfolio Analysis & Research at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management, Inc. January 2015 - Present
Omega Advisors January 2011 - January 2015
Glenview Capital October 2004 - January 2011
Credit Suisse February 2002 - May 2004
Credit Suisse February 2000 - February 2002
Skills
Portfolio Management, Investments, Hedge Funds, Capital Markets, Financial Modeling, Equities, Alternative Investments, Value Investing, Equity Research, Bloomberg, Valuation, Equity Valuation, Asset Management
Education
Emory University 1995 — 1999
BBA, Finance
Fred Alger Management, Inc. January 2015 - Present
Omega Advisors January 2011 - January 2015
Glenview Capital October 2004 - January 2011
Credit Suisse February 2002 - May 2004
Credit Suisse February 2000 - February 2002
Skills
Portfolio Management, Investments, Hedge Funds, Capital Markets, Financial Modeling, Equities, Alternative Investments, Value Investing, Equity Research, Bloomberg, Valuation, Equity Valuation, Asset Management
Education
Emory University 1995 — 1999
BBA, Finance
Dennis Collins's Omega Advisors Experience May 2014 - Present
Job Omega Advisors
Industry Financial Services
Experience
Omega Advisors May 2014 - Present
Bank of America September 2012 - March 2014
Morgan Stanley March 2010 - September 2012
Morgan Stanley February 2007 - March 2010
Morgan Stanley July 1996 - February 2007
Education
Duke University 1992 — 1996
BA, Economics, History
Omega Advisors May 2014 - Present
Bank of America September 2012 - March 2014
Morgan Stanley March 2010 - September 2012
Morgan Stanley February 2007 - March 2010
Morgan Stanley July 1996 - February 2007
Education
Duke University 1992 — 1996
BA, Economics, History
Daniel Krausz's Omega Advisors Experience January 2014 - Present
Job Global Macro Analyst at Omega Advisors
Industry Financial Services
Experience
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Peter Dale's Omega Advisors Experience 2009 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Omega Advisors 2009 - 2012
Credit Suisse 2005 - 2009
The Cypress Fund LLC./Vantis Capital Management LLC. 1998 - 2005
Sage Capital 1994 - 1998
Royal Bank of Scotland 1992 - 1994
Morgan Stanley Group Inc., 1981 - 1992
Skills
Hedge Funds, buy side, sell side,, portfolio manager, Research, Equities, managed business units, global experience, macro-analysis, Trading, Global Experience, Investments, Equity Research, Buy-side, Alternative Investments, Portfolio Management, Securities
Education
The University of Montana
Bachelor's Degree, Summa Cum Laude
Omega Advisors 2009 - 2012
Credit Suisse 2005 - 2009
The Cypress Fund LLC./Vantis Capital Management LLC. 1998 - 2005
Sage Capital 1994 - 1998
Royal Bank of Scotland 1992 - 1994
Morgan Stanley Group Inc., 1981 - 1992
Skills
Hedge Funds, buy side, sell side,, portfolio manager, Research, Equities, managed business units, global experience, macro-analysis, Trading, Global Experience, Investments, Equity Research, Buy-side, Alternative Investments, Portfolio Management, Securities
Education
The University of Montana
Bachelor's Degree, Summa Cum Laude
David Mandelbaum's Omega Advisors Experience 2012 - Present
Job Portfolio Manager at Omega Advisors
Industry Investment Management
Experience
Omega Advisors 2012 - Present
Diamondback Capital 2011 - 2012
Plural Investments 2009 - 2011
Omega Advisors 2004 - 2009
Skills
Portfolio Management, Equity Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Financial Modeling
Education
NYU Stern School of Business 1997 — 2001
Master of Business Administration (MBA), Finance, General
Brooklyn Law School 1989 — 1992
Doctor of Law (J.D.)
Clark University 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Omega Advisors 2012 - Present
Diamondback Capital 2011 - 2012
Plural Investments 2009 - 2011
Omega Advisors 2004 - 2009
Skills
Portfolio Management, Equity Research, Equities, Alternative Investments, Asset Management, Hedge Funds, Financial Modeling
Education
NYU Stern School of Business 1997 — 2001
Master of Business Administration (MBA), Finance, General
Brooklyn Law School 1989 — 1992
Doctor of Law (J.D.)
Clark University 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Steven Hurwitz's Omega Advisors Experience November 2004 - December 2007
Job Senior Vice President at Five Island Asset Management
Industry Financial Services
Experience
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Vincent Agro's Omega Advisors Experience May 2006 - September 2006
Job at
Industry Investment Management
Experience
Millennium Partners May 2011 - Present
Cavu Capital July 2009 - May 2011
Plural Investments, LLC March 2009 - July 2009
BullPath Capital September 2006 - March 2009
Omega Advisors May 2006 - September 2006
Merrill Lynch March 2004 - April 2006
Prudential Financial June 2000 - April 2004
Skills
Equity Research, Hedge Funds, Financial Modeling, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Asset Management, Asset Allocation
Education
Rutgers University
Millennium Partners May 2011 - Present
Cavu Capital July 2009 - May 2011
Plural Investments, LLC March 2009 - July 2009
BullPath Capital September 2006 - March 2009
Omega Advisors May 2006 - September 2006
Merrill Lynch March 2004 - April 2006
Prudential Financial June 2000 - April 2004
Skills
Equity Research, Hedge Funds, Financial Modeling, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Asset Management, Asset Allocation
Education
Rutgers University
Jeff Lignelli's Omega Advisors Experience August 1998 - August 2001
Job CEO/Portfolio Manager at Incline Global Management, LLC
Industry Financial Services
Experience
Incline Global Management, LLC January 2012 - Present
Appaloosa Managament LP June 2011 - December 2011
Stonebrook Fund Management August 2001 - June 2011
Omega Advisors August 1998 - August 2001
Atticus Capital January 1997 - July 1998
Gleacher Partners June 1994 - January 1997
Education
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
Incline Global Management, LLC January 2012 - Present
Appaloosa Managament LP June 2011 - December 2011
Stonebrook Fund Management August 2001 - June 2011
Omega Advisors August 1998 - August 2001
Atticus Capital January 1997 - July 1998
Gleacher Partners June 1994 - January 1997
Education
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
Jay Yang's Omega Advisors Experience 1998 - 2001
Job Portfolio Manager at Annalex Capital
Industry Investment Management
Experience
Annalex Capital 2012 - Present
Millennium Partners 2009 - 2012
Universal American Corp. 2008 - 2009
Perry Capital 2005 - 2009
Endurance Specialty Holdings 2005 - 2009
Searchlight Capital 2002 - 2005
Omega Advisors 1998 - 2001
Tiger Management 1995 - 1996
Goldman Sachs 1994 - 1995
Skills
Investments, Equities, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
Annalex Capital 2012 - Present
Millennium Partners 2009 - 2012
Universal American Corp. 2008 - 2009
Perry Capital 2005 - 2009
Endurance Specialty Holdings 2005 - 2009
Searchlight Capital 2002 - 2005
Omega Advisors 1998 - 2001
Tiger Management 1995 - 1996
Goldman Sachs 1994 - 1995
Skills
Investments, Equities, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY