Optima Fund Management

Industry: Company

Description

Founded: 1988 Subsidiary: Optima Securities Llc

Optima Fund Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Optima Fund Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Optima Fund Management Employees

Employee
Years
Job
Industry
Brett Lieberman Brett Lieberman New York, New York Details
Brett Lieberman's Optima Fund Management Experience June 2013 - August 2013
Job Agent Assistant at Creative Artists Agency
Industry Sports
Experience
Creative Artists Agency  June 2015 - Present
ASM Sports  March 2015 - May 2015
You First Sports  May 2014 - August 2014
Mato Sports Management LLC   January 2014 - May 2014
Optima Fund Management   June 2013 - August 2013
CampusGoer LLC   September 2011 - January 2013
University of Miami, Department of Sports Adminstration   September 2012 - December 2012
Optima Fund Management   May 2012 - August 2012
Optima Fund Management   May 2011 - August 2011
Optima Fund Management   June 2010 - October 2010

Skills
Microsoft Office, Research, Sales, Marketing, Sports Management, Brand Development, Sports Marketing, Sports, Social Networking, Social Media Marketing

Education
University of Miami   2010 — 2014
Bachelor's Degree, Education - Major:Sport Administration / Minor:Business Administration/Psychology, Magna Cum Laude, 4.0 (major) / 3.85 (overall)

Horace Mann School   1995 — 2010
High School

Neil Dorrel, CAIA Neil Dorrel, CAIA Irvine, California Details
Neil Dorrel, CAIA's Optima Fund Management Experience March 2008 - January 2009
Job Pursuing a clientfacing business development role within the alternative investment world.
Industry Financial Services
Experience
Holly Street Wealth   November 2012 - Present
New Sheridan Advisors   October 2013 - October 2014
Lyrical Partners, LP  August 2010 - November 2012
Newport Asset Management LLC   January 2009 - October 2009
Optima Fund Management   March 2008 - January 2009
Citi Alternative Investments  August 2003 - March 2008
Citigroup Global Markets  August 2003 - March 2008
Bank of America  March 2002 - August 2003
Morgan Stanley Investment Management  February 2001 - March 2002
Next Advisors   February 2000 - February 2001

Skills
Alternative Investments, Sales, CAIA, Fundraising, Marketing, Hedge Funds, Private Equity, Asset Managment, Portfolio Management, Fund Of Funds, FX trading, Futures, Managed Futures, Commercial Real Estate, Asset Management, Bonds, Mutual Funds, Trading, Asset Allocation, Series 63, Options, Investment Management, Investment Advisory, Equities, Capital Raising, Investments, Fixed Income, Wealth Management, Investment Strategies, Derivatives, Institutional..., Capital Markets, Equity Research, Wealth, Series 7, Financial Advisory, Emerging Markets, Investor Relations, Start-ups

Education
Mt. San Antonio College   1983 — 1987
Architecture

Mt. San Antonio College   1983 — 1987
Architecture

FABIO SAVOLDELLI FABIO SAVOLDELLI Greater New York City Area Details
FABIO SAVOLDELLI's Optima Fund Management Experience May 2007 - May 2012
Job Adjunct Professor at Columbia University
Industry Financial Services
Experience
Columbia University  September 2007 - Present
Optima Fund Management   May 2007 - May 2012
Merrill Lynch Investment Managers  1997 - 2007
Chase Manhattan Bank  1995 - 1997
Swiss Bank Corporation Portfolio Management International   1989 - 1995
Bank of Tokyo International Asset Management   September 1987 - November 1989

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Equities, Portfolio Management, Investments, Structured Products, Global Macro, Derivatives, Managed Futures, Bloomberg, Asset Allocation, Due Diligence, Investment Strategies

Education
London School of Economics and Political Science   1986 — 1987
DBS, Business

University of Windsor   1981 — 1985
BA, Economics

Upper Canada College

Cryder Bancroft Cryder Bancroft New York, New York Details
Cryder Bancroft's Optima Fund Management Experience June 2008 - August 2008
Job Associate at SL Green Realty Corp.
Industry Real Estate
Experience
SL Green Realty Corp.  April 2014 - Present
SL Green  September 2010 - March 2014
Berens Capital Management, LLC  June 2010 - August 2010
GFI Group  August 2009 - September 2009
Makaira Partners LLC   May 2009 - August 2009
Optima Fund Management   June 2008 - August 2008
KTR Capital Partners  June 2007 - August 2007

Education
Trinity College-Hartford   2006 — 2010
Bachelor of Arts (BA), History

Middlesex School   2003 — 2006

Kathleen Herron Kathleen Herron Staten Island, New York Details
Kathleen Herron's Optima Fund Management Experience January 2015 - Present
Job Compliance Associate at Tiger Management
Industry Legal Services
Experience
Tiger Management  August 2015 - Present
Optima Fund Management   January 2015 - Present
Cadwalader, Wickersham & Taft LLP   June 2013 - January 2015
St. John's University   January 2010 - May 2013
Virginia Gildersleeve International Fund (VGIF)   December 2011 - May 2012

Skills
English, English Literature, Writing, Administrative..., Paralegals, Team Leadership, Organizational..., WordPress, Calendar Planning, Event Management, Program Management, Computer Hardware

Education
City University of New York-Hunter College   2014 — 2015
MA, English Literature (British and Commonwealth)

St. John's University   2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters

Sabrina Friend Sabrina Friend Westport, Connecticut Details
Sabrina Friend's Optima Fund Management Experience May 2014 - August 2014
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors  June 2015 - Present
Sellinger Applied Portfolio Class   September 2014 - January 2015
Optima Fund Management   May 2014 - August 2014
Loyola University Maryland, Fixed Income Securities Course   September 2013 - December 2013
Loyola University Maryland, Equity Securities: Valuation & Markets Course   September 2013 - December 2013
Sealed Air Corporation  June 2010 - August 2010
Longshore Parks and Recreation   2009 - 2010
Westport News  June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Bloomberg Terminal

Education
Loyola College in Maryland   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General Economics, Minor

Staples High School   2008 — 2011

Alexis Graham Alexis Graham New York, New York Details
Alexis Graham's Optima Fund Management Experience 1995 - 1998
Job Co Host of Money Bytes at Accelerate Product Partners, LLC
Industry Financial Services
Experience
Accelerate Product Partners, LLC  June 2015 - Present
Accelerate Product Partners, LLC  January 2014 - Present
Acceleration Capital Group  March 2008 - Present
HedgeWorld.com   January 2000 - January 2006
Optima Fund Management   1995 - 1998
Gruss & Co.   1993 - 1995

Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Asset Managment, Series 63, Trading, Options, Private Equity, Equity Derivatives, Capital Raising, Derivatives, Asset Allocation, Securities, Electronic Trading, Investment Strategies, Emerging Markets, Hedging, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Investor Relations, Equity Trading, Financial Modeling, Equity Research, Bonds, Due Diligence, Structured Products, Investments, Trading Strategies, Financial Structuring, Structured Finance, Bloomberg, Series 7, Trading Systems, Mutual Funds, Venture Capital, Global Macro, ETFs, Investment Banking, Private Placements, Investment Management, Credit Derivatives, Financial Markets, Wealth Management, Valuation, Commodity, FINRA, Prime Brokerage

Education
New York University - Leonard N. Stern School of Business   1995 — 1997
MBA, Finance

Hamilton College

Riverdale

Brad Hoover Brad Hoover New York, New York Details
Brad Hoover's Optima Fund Management Experience June 2007 - February 2008
Job Level 2 CrossFit Trainer at CrossFit East River
Industry Health, Wellness and Fitness
Experience
CrossFit East River   December 2013 - Present
Sidoti & Company, LLC   December 2008 - June 2012
Sidoti & Company, LLC   March 2008 - November 2008
Optima Fund Management   June 2007 - February 2008
LaBranche & Co.   June 2006 - August 2006

Skills
Leadership, CrossFit, Coaching, Functional Movement, Olympic Lifting, Training, Fitness, Strength Training, Analysis, Equity Research, Investments, Portfolio Management, Risk Management

Education
Lehigh University - College of Business and Economics   2003 — 2007
BS, Finance

St. George's School   2000 — 2003

Diana de los Santos Diana de los Santos New York, New York Details
Diana de los Santos's Optima Fund Management Experience July 2013 - March 2014
Job Fund Accountant at PineBridge Investments
Industry Accounting
Experience
PineBridge Investments  March 2014 - Present
PineBridge Investments  March 2014 - July 2014
Optima Fund Management   July 2013 - March 2014
The Nordlinger Group - Entertainment Business Management  September 2012 - June 2013
NYC Department of Parks & Recreation  June 2009 - June 2013
Manhattan Multicultural Counseling   January 2012 - April 2012

Skills
PowerPoint, QuickBooks, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Tax, Research, HTML 5, CSS, Financial Modeling

Education
New York University   2010 — 2014
Bachelor's Degree, Accounting and Marketing

Matthew Dennis Matthew Dennis New York, New York Details
Matthew Dennis's Optima Fund Management Experience July 2015 - Present
Job Associate Vice President at Optima Fund Management
Industry Investment Management
Experience
Optima Fund Management   July 2015 - Present
Optima Fund Management   March 2012 - July 2015
Optima Fund Management   May 2009 - February 2012
Kaiser Associates  June 2008 - August 2008
Achievers (formerly I Love Rewards)   2007 - 2007

Skills
Hedge Funds, Asset Allocation, Risk Management, Due Diligence, Equities, Alternative Investments, Asset Management, Economics, Venture Capital, Management, Investments, Portfolio Management, Finance, Bloomberg, Valuation, Fixed Income, Strategy

Education
Brown University   2005 — 2009
BA, Economics

Upper Canada College   1999 — 2005
International Baccalaureate (IB) Program High School Diploma

Giusi Cennamo Giusi Cennamo Greater New York City Area Details
Giusi Cennamo's Optima Fund Management Experience May 2008 - Present
Job Hedge Fund Investments
Industry Financial Services
Experience
Optima Fund Management   May 2008 - Present
Alternative Asset Investment Management  January 2008 - April 2008
Banca IMI  July 2006 - October 2006
Italy America Chamber of Commerce West  July 2005 - October 2005

Skills
Equities, Hedge Funds, Risk Management, Banking, Investment Banking, Credit Risk, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Fund Of Funds, Derivatives, Valuation, Finance, Bloomberg, Capital Markets

Education
Università Commerciale 'Luigi Bocconi'
Master, Finance

Università Commerciale 'Luigi Bocconi'
Bachelor, Finance

Gabriel Chenard-Poirier Gabriel Chenard-Poirier Greater New York City Area Details
Gabriel Chenard-Poirier's Optima Fund Management Experience 2011 - Present
Job Associate Vice President
Industry Investment Management
Experience
Optima Fund Management   2011 - Present
Unilever  May 2009 - August 2009

Skills
Bloomberg, Forecasting, Business Strategy, Analysis, Competitive Analysis, Microsoft Office, Finance, Accounting, Management, Investments, Due Diligence, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Risk Management, Corporate Finance, Portfolio Management

Education
Babson College   2006 — 2010
BA, Finance and Quantitative Methods

Upper Canada College

Rachel Apfel Glass Rachel Apfel Glass Greater New York City Area Details
Rachel Apfel Glass's Optima Fund Management Experience April 2012 - Present
Job Director at Optima Fund Management
Industry Financial Services
Experience
Optima Fund Management   April 2012 - Present
Lanx Management   September 2009 - April 2012
Constellar Capital   April 2007 - September 2009

Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Bloomberg, Finance, Marketing, Venture Capital, Institutional..., Capital, Financial Services, Financial Modeling, ETFs, Structured Finance, Asset Allocation, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   2005 — 2006
MBA

Cornell University   1998 — 2002
BA, Psychology

Daniele Sahr Daniele Sahr New York, New York Details
Daniele Sahr's Optima Fund Management Experience February 2008 - December 2008
Job 4th Grade Associate Teacher at Grace Church School
Industry Education Management
Experience
Grace Church School  November 2014 - Present
Greenpoint Reformed Church   September 2014 - May 2015
Ethical Culture Fieldston School  April 2014 - November 2014
Seen and Heard International   January 2012 - September 2014
Columbia University  May 2013 - July 2013
Christie's  September 2012 - December 2012
Optima Fund Management   February 2008 - December 2008
Robeco Investment Management  December 2001 - May 2005
Lime Capital Management   August 2000 - December 2001

Skills
Alternative Investments, Research, Investment Management, Sales, Due Diligence, Writer, Project Management, RFP, Fixed Income, Musicology, Art History, Childhood, Teaching, Writing

Education
Bank Street College of Education   2014 — 2017
Master of Education (M.Ed.), General Childhood, 4.0

Columbia University in the City of New York   1996 — 2000
BA, Art History, Music History

Christie's Education   2011 — 2012
MA, Art History and Art Business

Universiteit van Amsterdam   2005 — 2007
Research Masters, Music Theory

Brandon Cygielman Brandon Cygielman New York, New York Details
Brandon Cygielman's Optima Fund Management Experience July 2011 - Present
Job Vice President Risk Managment at Optima Fund Management
Industry Financial Services
Experience
Optima Fund Management   July 2011 - Present
DELOITTE & TOUCHE LLP  August 2006 - July 2011

Education
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS   2009 — 2013
Master of Business Administration (M.B.A.), Business Administration; Finance Concentration

University at Buffalo   2002 — 2006
B.S., Finance

Maritza Abreu Maritza Abreu Greater New York City Area Details
Maritza Abreu's Optima Fund Management Experience March 2010 - Present
Job Executive Assistant at Optima Fund Management
Industry Real Estate
Experience
Optima Fund Management   March 2010 - Present
Raminova   March 2008 - December 2010
Mark David & Company  April 2006 - March 2008
JP Morgan  2005 - 2006
JP Morgan Chase  2003 - 2005

Skills
Investments, Real Estate Transactions, Real Estate, Business Strategy, Leases, Investment Properties, Contract Negotiation, Marketing, Rentals, Investors, Business Development, Sales, Marketing Strategy, Strategic Planning, Relocation, Hedge Funds, Fund Of Funds, Selling, Apartments, Investor Relations, Management

Education
St. John's University, The Peter J. Tobin College of Business   1999 — 2003

Universidad Alcala de Henares   2001 — 2002
International Studies

Natalie Jagsaran Natalie Jagsaran New York, New York Details
Natalie Jagsaran's Optima Fund Management Experience January 2011 - January 2013
Job Grants Administrator/Financial Analyst at Weill Cornell Medical College
Industry Accounting
Experience
Weill Cornell Medical College  June 2015 - Present
Weill Cornell Medical College  August 2014 - June 2015
Icahn School of Medicine at Mount Sinai  April 2013 - August 2014
Optima Fund Management   January 2011 - January 2013

Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, QuickBooks, Outlook, Bloomberg, Account Reconciliation, General Ledger, Trading, Journal Entries, Bank Reconciliation, Invoicing, Expenses, SAP, PowerPoint, Accounting, Axys, GEAC, A/R collections, Vouchers, Accruals, Year-end Close, Monthly Close, Fund Of Funds, Balance Sheet, JIRA, Cognos, Financial Analysis

Education
Penn State University   2014 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

Baruch College   2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.75

Kelly Church Kelly Church Boston, Massachusetts Details
Kelly Church's Optima Fund Management Experience 2003 - 2005
Job
Industry Financial Services
Experience
Morgan Stanley  2011 - 2014
UBS Wealth Management  2008 - 2011
Morgan Stanley  2005 - 2008
Optima Fund Management   2003 - 2005
AllianceBernstein  2002 - 2003

Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis

Education
Princeton University
AB, English

Marshall Hendler Marshall Hendler Greater New York City Area Details
Marshall Hendler's Optima Fund Management Experience January 2013 - Present
Job Analyst at Optima Fund Management
Industry Investment Management
Experience
Optima Fund Management   January 2013 - Present

Skills
Legal Research, Proofreading, Microsoft Office, Employment Law, Document Review, Document Management, Class Actions, Trials, Hedge Funds, Fund Of Funds, Investor Relations, Securities Regulation, Due Diligence, Arbitration, Litigation

Education
Tufts University   2005 — 2009
BA

NYU at Florence   2008 — 2008

Northern Valley Regional High School at Demarest   2001 — 2005
High School

Susan Kapuscinski Susan Kapuscinski Greater New York City Area Details
Susan Kapuscinski's Optima Fund Management Experience October 1994 - Present
Job Manager of Fund Accounting at Optima Fund Management
Industry Financial Services
Experience
Optima Fund Management   October 1994 - Present
The Related Companies  October 1992 - October 1994
Seymour Schneidman & Associates   September 1990 - October 1992

Skills
Fund Of Funds, Valuation, Hedge Funds, Bloomberg, Due Diligence, Asset Management, Alternative Investments, Investments, Equities

Education
Binghamton University - School of Management   1986 — 1990
Bachelor of Science (BS), Accounting

Arnold Rozenvasser Arnold Rozenvasser Greater New York City Area Details
Arnold Rozenvasser's Optima Fund Management Experience August 2004 - Present
Job Director at Optima Fund Management
Industry Financial Services
Experience
Optima Fund Management   August 2004 - Present
Royal Bank of Canada  September 1999 - August 2004
RNET Corporation   January 1997 - September 1999
Dreyfus  1992 - 1997
RNET Corp   January 1987 - May 1992

Skills
Valuation, Equities, Hedge Funds, Derivatives, Trading, Portfolio Management, Structured Products, Asset Allocation, Trading Systems, Equity Trading, Alternative Investments, Investment Management, Fund Of Funds, Securities, Financial Services, Risk Management, Due Diligence, Equity Derivatives, Mutual Funds, Structured Finance, Fixed Income, Bloomberg, Asset Management, Financial Risk, Capital Markets, Finance, Investment Strategies, Series 63, Private Equity, Investor Relations, Quantitative Analytics, Options, FX Options, Investments, Emerging Markets, Bonds, Financial Markets, Investment Banking, Electronic Trading, Prime Brokerage, Credit Derivatives, Funding, Market Data, Financial Modeling, Swaps, Market Risk, Fund Accounting, Middle Office, Commodity, Sybase

Education
City University of New York-Brooklyn College   1984 — 1988
CIS, Computer & Information Studies

John Olympitis John Olympitis Ann Arbor, Michigan Details
John Olympitis's Optima Fund Management Experience 1998 - 2000
Job Investments at Health Care REIT
Industry Financial Services
Experience
Health Care REIT  April 2015 - Present
MacroVest Strategies (MVS)   April 2015 - Present
MacroVest Strategies (MVS)   June 2010 - March 2015
Fisco LLC   September 2007 - September 2011
Merrill Lynch  June 2006 - September 2007
Morgan Stanley  February 2005 - June 2006
The Rouse Company  2002 - 2005
Optima Fund Management   1998 - 2000

Skills
Portfolio Management, Retirement Planning, Alternative Investments, Investments, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Private Equity, Series 7, Asset Management, Wealth Management, Finance, Asset Allocation, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Bloomberg, Mutual Funds, Investor Relations, Financial Services, Venture Capital, Trading, Financial Markets, Risk Management, Securities, Trading Strategies, Financial Advisory

Education
University College London, U. of London   1999 — 2002
BA Honours, History

Harrow School   1996 — 1999
A Levels, English, History, Politics

Allen Cheng Allen Cheng New York, New York Details
Allen Cheng's Optima Fund Management Experience April 2000 - January 2004
Job Associate Partner Hedge Fund Research at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp  September 2014 - Present
Altegris Advisors   July 2008 - August 2014
Bank of America Alternative Investments   February 2004 - August 2007
Optima Fund Management   April 2000 - January 2004
Investment Management Services  February 1996 - March 2000

Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management

Education
University of Michigan - Stephen M. Ross School of Business   1983 — 1985
MBA, Finance, Marketing

University of Maryland College Park   1975 — 1980
BS, Finance

Ladji Kouyate Ladji Kouyate Greater New York City Area Details
Ladji Kouyate's Optima Fund Management Experience June 2009 - August 2009
Job MBA Candidate, Tuck School of Business At Dartmouth
Industry Financial Services
Experience
Ernst & Young  October 2010 - June 2015
Optima Fund Management   June 2009 - August 2009
Kidron Corporate Advisors   October 2008 - June 2009
Credit Agricole Structured Asset Management   June 2008 - August 2008

Skills
Valuation, Risk Management, Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, Accounting

Education
The Tuck School of Business at Dartmouth   2015 — 2017
Master of Business Administration (M.B.A.)

Baruch College, City University of New York (CUNY)   2006 — 2010
BBA, Finance

Desiree Schwartz Desiree Schwartz New York, New York Details
Desiree Schwartz's Optima Fund Management Experience May 2007 - July 2007
Job Manager, Energy Options at CME Group
Industry Financial Services
Experience
CME Group  January 2015 - Present
CME Group  November 2013 - January 2015
Con Edison  January 2011 - November 2013
Columbia M.S. Capstone Project: The Nature Conservancy   September 2012 - December 2012
Con Edison  September 2009 - December 2010
Brandeis University  September 2008 - May 2009
Spire Vision  July 2008 - August 2008
Optima Fund Management   May 2007 - July 2007

Education
Columbia University in the City of New York   2010 — 2012
M.S., Sustainability Management

Brandeis University   2005 — 2009
B.A., Economics, Psychology, Business

Anne Zastko ChFC® Anne Zastko ChFC® Greater Seattle Area Details
Anne Zastko ChFC®'s Optima Fund Management Experience September 1993 - June 1996
Job Helping you get financially organized and prepared.
Industry Financial Services
Experience
Mass Mutual Seattle   September 2007 - Present
Prudential Investments  January 2001 - May 2004
PaineWebber  September 1993 - January 2001
Optima Fund Management   September 1993 - June 1996

Skills
Whole Life, Financial Planning, Wealth Management, Retirement Planning, Investments, 401k, Long Term Care, Public Speaking, Retirement, Disability Insurance, Term Life Insurance, Insurance, Strategic Financial..., Financial Services, Portfolio Management, Asset Management, Finance, Securities, Long Term Care Insurance, Financial Planners, Mutual Funds, High Net Worth..., Series 7, Estate Planning, Life Insurance, Fixed Annuities, Asset Allocation, Investment Advisory, IRAs, Financial Advisory

Education
The American College   2003 — 2012
ChFC®, Chartered Financial Consultant, Completed ChFC® Program

University of Wisconsin-Madison   1980 — 1986
BS, Education

The Blake Schools

Warren Tye, CFA Warren Tye, CFA Greater New York City Area Details
Warren Tye, CFA's Optima Fund Management Experience May 2008 - April 2015
Job Investment Officer
Industry Investment Management
Experience
The Leona M and Harry B Helmsley Charitable Trust  April 2015 - Present
Optima Fund Management   May 2008 - April 2015

Skills
Hedge Funds, Equities, Fund Of Funds, Valuation, Alternative Investments, Private Equity, Portfolio Management, Bloomberg, Investment Management, Structured Products, Equity Research, Asset Management, Emerging Markets, Global Macro, Asset Allocation, Capital Markets, Due Diligence, Financial Modeling, Fixed Income, Investments, Derivatives, CTAs

Education
Hobart College   2004 — 2008
History/Mathematics

Kenneth S. Choi, CPA Kenneth S. Choi, CPA Greater New York City Area Details
Kenneth S. Choi, CPA's Optima Fund Management Experience January 2010 - December 2010
Job Investment Management
Industry Financial Services
Experience
Willett Advisors LLC  December 2010 - Present
Optima Fund Management   January 2010 - December 2010
Sterling Stamos Capital Management  October 2007 - January 2010
PricewaterhouseCoopers  January 2004 - October 2007

Skills
CPA, Hedge Funds, Valuation, Due Diligence, Financial Modeling, Equities, Investment Management, Derivatives, Fixed Income, Investments, Portfolio Management, Private Equity, Venture Capital, Alternative Investments, Asset Management, Trading, Compliance, Business Continuity..., Capital Markets, Auditing, Bloomberg

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
Master of Business Administration (M.B.A.)

Hofstra University   1998 — 2002
Bachelor's Degree, Finance, Honors Graduate

James C Bancroft James C Bancroft Greater New York City Area Details
James C Bancroft's Optima Fund Management Experience June 2008 - August 2008
Job Leasing Associate at SL Green
Industry Commercial Real Estate
Experience
SL Green  September 2010 - Present
Berens Capital Management LLC  June 2010 - September 2010
GFI Group  August 2009 - September 2009
Makaira Partners LLC   June 2009 - August 2009
Optima Fund Management   June 2008 - August 2008
KTR Capital Partners  June 2007 - July 2007

Education
Trinity College-Hartford   2006 — 2010
BA, History

Leslie Hill Leslie Hill United States Details
Leslie Hill's Optima Fund Management Experience 2004 - Present
Job Director at Optima Fund Management
Industry Investment Management
Experience
Optima Fund Management   2004 - Present

Skills
Hedge Funds, Fund Of Funds, Equity Research, Due Diligence, Alternative Investments, Global Macro, Investments, Fixed Income, Emerging Markets, Private Equity, Financial Modeling, Derivatives, Bloomberg, Equities, Valuation

Education
Greenwich Academy

Harvard University

Afroz Qadeer Afroz Qadeer Greater New York City Area Details
Afroz Qadeer's Optima Fund Management Experience 1996 - 1997
Job Founder at Teak Investment Management, LLC
Industry Investment Management
Experience
Teak Investment Management, LLC   January 2015 - Present
Equinox Institutional Asset Management, LP   January 2013 - October 2014
Tapestry Asset Management LP   2002 - 2013
Commodities Corporation  1998 - 2002
Goldman Sachs Asset Management  1998 - 2002
Optima Fund Management   1996 - 1997
Lake Partners, Inc.   1993 - 1996

Skills
Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investments, Equities, Derivatives, Trading, Fund Of Funds, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Securities, Asset Managment, Trading Systems, Bonds, Options, Capital Markets, Investment Banking

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Finance/Multinational Management

University of Mumbai   1985 — 1988
B. Com., Multinational Management

Anna Reydman Anna Reydman Greater New York City Area Details
Anna Reydman's Optima Fund Management Experience November 2006 - December 2008
Job Associate at Alternative Asset Investment Management
Industry Investment Management
Experience
Alternative Asset Investment Management  December 2008 - Present
Optima Fund Management   November 2006 - December 2008
Moody's Investors Service  September 2004 - October 2006

Education
Baruch College, City University of New York (CUNY)   2003 — 2007
MPA/Economics

Long Island University   1998 — 2002
BA, Economics

Neil Datta Neil Datta Greater New York City Area Details
Neil Datta's Optima Fund Management Experience 2011 - Present
Job Head of Operational Risk
Industry Investment Management
Experience
Optima Fund Management   2011 - Present
Arden Asset Management  2007 - 2011
NY State Department of Tax and Finance   2003 - 2007
Salomon Smith Barney  2000 - 2003

Skills
Hedge Funds, Asset Management, Due Diligence, Risk Management, Fixed Income, Fund Of Funds, Hedge Fund Accounting, Hedge Fund operations, Asset Managment, Investor Relations, hedge fund marketing, Portfolio Management, Operational Risk, Alternative Investments, Equities, Capital Markets, Investment Management, Operational Due..., Investments, Asset Allocation, Trading, Financial Services, Private Equity, Investment Strategies, Mutual Funds, Emerging Markets, Internal Controls, Trading Systems, Prime Brokerage, Market Risk, Wealth Management, Hedging, Valuation, Securities, Management

Education
State University of New York Empire State College
B.S., Business

Archbishop Molloy High School
HS Diploma

Andrew Berg Andrew Berg Washington, District Of Columbia Details
Andrew Berg's Optima Fund Management Experience June 2010 - August 2010
Job Associate at Avascent
Industry Management Consulting
Experience
Avascent  May 2015 - Present
Avascent  April 2014 - April 2015
Avascent  October 2012 - April 2014
Avascent  August 2011 - October 2012
Optima Fund Management   June 2010 - August 2010
E&E Capital Advisors LLC   June 2009 - August 2009

Skills
Management Consulting, Business Strategy, Market Analysis, Financial Modeling, Private Equity, Strategic Planning, Asset Management, Economics, Defense

Education
Brown University   2007 — 2011
Bachelor of Arts (B.A.), Economics, International Relations

Jeffrey R. Cagnina, CFA Jeffrey R. Cagnina, CFA Dallas, Texas Details
Jeffrey R. Cagnina, CFA's Optima Fund Management Experience April 2002 - July 2005
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners  October 2012 - Present
Living Water Capital Management   January 2008 - September 2012
Hunt Financial Ventures   August 2005 - December 2007
Optima Fund Management   April 2002 - July 2005
Putnam Investments  2000 - 2001
Independence Investment Associates  February 1997 - August 2000

Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments

Education
Babson College
BS, Finance

CFA Institute
Chartered Financial Analyst

Alexa Milchman Alexa Milchman Greater New York City Area Details
Alexa Milchman's Optima Fund Management Experience August 2012 - December 2014
Job Associate at Governors Lane
Industry Law Practice
Experience
Optima Fund Management   August 2012 - December 2014
Cantor Fitzgerald  May 2012 - January 2013

Skills
Legal Research, Legal Writing, Westlaw, Intellectual Property, Lexis, Securities Regulation, Legal Issues, Legal Assistance, Equities, Securities, Trading, Fixed Income, Litigation, Trademarks, Public Speaking, Hedge Funds, Due Diligence

Education
New York Law School   2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

Villanova University   2009 — 2011
Bachelor of Arts (BA), Political Science and Government, Ethics Minor

Monica Ho Monica Ho Greater New York City Area Details
Monica Ho's Optima Fund Management Experience 2005 - 2008
Job Seeking Employment
Industry Writing and Editing
Experience
Accounting  AccountantFirst New York SecuritiesNovember 2010 - August 2013
MD Sass  February 2010 - November 2010
Optima Fund Management   2005 - 2008

Skills
Hedge Funds, Accounting, Valuation, Derivatives, Excel

Education
City University of New York-Baruch College   1999 — 2001
Bachelor of Business Administration (BBA), Accounting

Alex Takata Alex Takata Greater New York City Area Details
Alex Takata's Optima Fund Management Experience March 2013 - Present
Job Research Analyst at Optima Fund Management
Industry Financial Services
Experience
Optima Fund Management   March 2013 - Present
Optima Fund Management   June 2012 - February 2013
Social Network Innovation Lab   June 2011 - August 2011

Skills
Microsoft Office, Python

Education
Bowdoin College   2008 — 2012
B.S., Economics, Computer Science

Shivani Shah-Patel Shivani Shah-Patel Greater New York City Area Details
Shivani Shah-Patel's Optima Fund Management Experience April 2010 - June 2010
Job Client Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  August 2011 - Present
Optima Fund Management   April 2010 - June 2010
Optima Fund Management   October 2006 - April 2009
US Trust  2001 - 2006

Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments

Education
Stony Brook University   1997 — 2001
BS, Business Management & Economics

Julia Dowdie Julia Dowdie Englewood, New Jersey Details
Julia Dowdie's Optima Fund Management Experience February 2013 - June 2013
Job Accountant's assistant at N. Rubin & Co., P.C. CPA
Industry Financial Services
Experience
N. Rubin & Co., P.C. CPA   November 2013 - Present
DDPhotos   January 2005 - Present
Optima Fund Management   February 2013 - June 2013

Skills
Microsoft Office (Word,..., Fluent in Slovak,..., Accounting, Microsoft Excel, Financial Statements, Public Speaking, Financial Accounting, Access, Marketing, Invoicing, Financial Analysis, Bookkeeping, PowerPoint, Microsoft Word, Microsoft Office

Education
Baruch College - Zicklin School of Business   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Borough of Manhattan Community College   2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General

David Abe Lee, CFA David Abe Lee, CFA New York, New York Details
David Abe Lee, CFA's Optima Fund Management Experience February 2013 - Present
Job International Financial Markets Professional
Industry Investment Management
Experience
Optima Fund Management   February 2013 - Present
Credit Suisse  2010 - 2012
Citigroup Global Markets, Japan   2005 - 2010
Citigroup Global Markets  2000 - 2005
Aubrey G Lanston & Co   1995 - 2000
The Industrial Bank of Japan, Ltd   1990 - 1995

Skills
CFA Holder, Private Banking, Financial Markets, Investment Banking, Options, Derivatives, Banking, Hedge Funds, Credit Risk, Equities, Fixed Income, Valuation, Investments, Capital Markets, Portfolio Management, Emerging Markets, Trading, Bloomberg, Alternative Investments, Asset Management

Education
Harvard College
BA, Economics

The American School in Japan

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