PanAgora Asset Management
Industry: Company
DescriptionFounded: 1985 Parent organization: Putnam InvestmentsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPanagora Asset ManagementWebsiteDirections Saved (0) Saved Save Investment service in Boston, Massachusetts Address: 1 International Place, Boston, MA 02110 Phone: (617) 439-6300: : : Website: Hours: : : Category: : Place name: Website: http://www.panagora.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Panagora Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
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PanAgora Asset Management Employees
Employee
Years
Job
Industry
Kevin Brady Kevin Brady's PanAgora Asset Management Experience April 1995 - September 1999
Job TriLakes Regional Manager at Champlain National Bank
Industry Banking
Experience
Champlain National Bank March 2014 - Present
Nomura Securities November 2008 - December 2013
Lehman Brothers July 2001 - October 2008
Deutsche Asset Management September 1999 - July 2001
PanAgora Asset Management April 1995 - September 1999
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Series 63, Microsoft Excel, Hedge Funds, Finance, Chartered Financial..., Equities, Financial Services
Education
Penn State University 1989 — 1994
Bachelor's Degree, International Business
Champlain National Bank March 2014 - Present
Nomura Securities November 2008 - December 2013
Lehman Brothers July 2001 - October 2008
Deutsche Asset Management September 1999 - July 2001
PanAgora Asset Management April 1995 - September 1999
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Series 63, Microsoft Excel, Hedge Funds, Finance, Chartered Financial..., Equities, Financial Services
Education
Penn State University 1989 — 1994
Bachelor's Degree, International Business
Zhe (Daisy) Zhang Zhe (Daisy) Zhang's PanAgora Asset Management Experience June 2009 - September 2009
Job Financial Industry Analyst
Industry Financial Services
Experience
Federal Reserve Bank of Dallas January 2013 - Present
USAA February 2011 - November 2011
金山创业 Jin Shan Management August 2008 - February 2011
Chopper Trading June 2010 - December 2010
PanAgora Asset Management June 2009 - September 2009
Skills
matlab, sas, Excel, Pivot Tables, PowerPoint, Quantitative Finance, Risk Management, Interest Rate Risk..., Trading, Asset Allocation, Hedging, Financial Modeling, Valuation, VAR, NPV, Bloomberg, SAS, Matlab, Microsoft Excel, Market Risk
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
Master, Financial Engineering
Washington University in St. Louis 2006 — 2008
Master, EE
Zhejiang University 2002 — 2006
Bachelor, Electrical Engineering
Yali Highschool 1996 — 2002
Federal Reserve Bank of Dallas January 2013 - Present
USAA February 2011 - November 2011
金山创业 Jin Shan Management August 2008 - February 2011
Chopper Trading June 2010 - December 2010
PanAgora Asset Management June 2009 - September 2009
Skills
matlab, sas, Excel, Pivot Tables, PowerPoint, Quantitative Finance, Risk Management, Interest Rate Risk..., Trading, Asset Allocation, Hedging, Financial Modeling, Valuation, VAR, NPV, Bloomberg, SAS, Matlab, Microsoft Excel, Market Risk
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
Master, Financial Engineering
Washington University in St. Louis 2006 — 2008
Master, EE
Zhejiang University 2002 — 2006
Bachelor, Electrical Engineering
Yali Highschool 1996 — 2002
Mary (Eberle) Farrell, CFA Mary (Eberle) Farrell, CFA's PanAgora Asset Management Experience October 1987 - June 2002
Job Portfolio Manager at Income Research & Management
Industry Investment Management
Experience
Income Research & Management April 2006 - Present
PanAgora Asset Management October 1987 - June 2002
Education
Northeastern University 1982 — 1987
Bachelor of Science (BS), Finance, General
Income Research & Management April 2006 - Present
PanAgora Asset Management October 1987 - June 2002
Education
Northeastern University 1982 — 1987
Bachelor of Science (BS), Finance, General
Colin McAlpine Colin McAlpine's PanAgora Asset Management Experience January 2015 - August 2015
Job Equity Team Member at PanAgora Asset Management
Industry Information Technology and Services
Experience
PanAgora Asset Management January 2015 - August 2015
State Street January 2014 - June 2014
Colin's Garage June 2010 - September 2013
The Old Spaghetti Factory May 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Visio, Visual Basic, Microsoft Access, Public Speaking, English, Finance, Data Analysis, Speculation, Process Improvement, Valuation, Fundamental Analysis, Lean Six Sigma, Bloomberg Terminal
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Finance and Management Information Systems, Sophomore
Dublin Business School 2012 — 2012
Bachelor's Degree, Business Administration and Management, General, Freshman
PanAgora Asset Management January 2015 - August 2015
State Street January 2014 - June 2014
Colin's Garage June 2010 - September 2013
The Old Spaghetti Factory May 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Visio, Visual Basic, Microsoft Access, Public Speaking, English, Finance, Data Analysis, Speculation, Process Improvement, Valuation, Fundamental Analysis, Lean Six Sigma, Bloomberg Terminal
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Finance and Management Information Systems, Sophomore
Dublin Business School 2012 — 2012
Bachelor's Degree, Business Administration and Management, General, Freshman
Brian LeBlanc's PanAgora Asset Management Experience June 2015 - Present
Job Supervisor, Complex Securities and Reference Data at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management June 2015 - Present
Highmount May 2014 - Present
Advent Software April 2013 - May 2014
Brown Brothers Harriman January 2010 - February 2013
Brown Brothers Harriman March 2007 - December 2009
Brown Brothers Harriman June 2005 - February 2007
Coldwell Banker June 2004 - May 2005
Skills
Corporate Actions, Leadership, Risk Management, Client/server, Bloomberg Terminal, Management, Processing, Escalation Resolution, Golf, Superior Client Service, Market Data, Technical Support, Securities, Global Custody, Portfolio Management, Equities, Client Services, Finance
Education
Curry College 2000 — 2004
Bachelor of Arts (BA), Business/Commerce, General; Computer Science, GPA 3.4
PanAgora Asset Management June 2015 - Present
Highmount May 2014 - Present
Advent Software April 2013 - May 2014
Brown Brothers Harriman January 2010 - February 2013
Brown Brothers Harriman March 2007 - December 2009
Brown Brothers Harriman June 2005 - February 2007
Coldwell Banker June 2004 - May 2005
Skills
Corporate Actions, Leadership, Risk Management, Client/server, Bloomberg Terminal, Management, Processing, Escalation Resolution, Golf, Superior Client Service, Market Data, Technical Support, Securities, Global Custody, Portfolio Management, Equities, Client Services, Finance
Education
Curry College 2000 — 2004
Bachelor of Arts (BA), Business/Commerce, General; Computer Science, GPA 3.4
Vicky Qi Gao Vicky Qi Gao's PanAgora Asset Management Experience May 2014 - January 2015
Job Senior Quantitative Analyst at Citizens Bank
Industry Financial Services
Experience
Citizens Bank February 2015 - Present
PanAgora Asset Management May 2014 - January 2015
Boston University School of Management January 2014 - May 2014
Boston University School of Management October 2013 - December 2013
Chinese Academy of Sciences June 2011 - July 2011
Skills
Quantitative Analytics, Quantitative Finance, Data Analysis, C++, Statistics, R, Finance, Equity Research, Bloomberg, Economics, Time Series Analysis, Backtesting, Financial Analysis, Microsoft Office, VBA, Microsoft Excel, Access, SPSS, PowerPoint
Education
Boston University Graduate School of Management 2013 — 2015
Master's Degree, Mathematical Finance
Nankai University 2009 — 2013
Bachelor's Degree, Physics, 3.70/4.0
UC Berkeley 2012 — 2012
summer sesssion, Business/Managerial Economics
Yaohua High School 2004 — 2009
High School
Citizens Bank February 2015 - Present
PanAgora Asset Management May 2014 - January 2015
Boston University School of Management January 2014 - May 2014
Boston University School of Management October 2013 - December 2013
Chinese Academy of Sciences June 2011 - July 2011
Skills
Quantitative Analytics, Quantitative Finance, Data Analysis, C++, Statistics, R, Finance, Equity Research, Bloomberg, Economics, Time Series Analysis, Backtesting, Financial Analysis, Microsoft Office, VBA, Microsoft Excel, Access, SPSS, PowerPoint
Education
Boston University Graduate School of Management 2013 — 2015
Master's Degree, Mathematical Finance
Nankai University 2009 — 2013
Bachelor's Degree, Physics, 3.70/4.0
UC Berkeley 2012 — 2012
summer sesssion, Business/Managerial Economics
Yaohua High School 2004 — 2009
High School
Jay Cromarty Jay Cromarty's PanAgora Asset Management Experience June 1989 - December 1994
Job Partner, Entrepreneurship & Innovation
Industry Venture Capital & Private Equity
Experience
International Entrepreneurship Center, IEC Partners, LLC 2011 - Present
Barrington Partners 2011 - 2013
Red Rock Strategic Partners November 2010 - February 2012
Boston Private Financial Holdings 2004 - 2010
State Street Global Alliance 1998 - 2004
State Street Global Advisors 1995 - 1998
PanAgora Asset Management June 1989 - December 1994
The Boston Company June 1978 - June 1989
Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing
University of Maine
BA, Economics
Yarmouth High School
Yarmouth High School
Yarmouth High School
International Entrepreneurship Center, IEC Partners, LLC 2011 - Present
Barrington Partners 2011 - 2013
Red Rock Strategic Partners November 2010 - February 2012
Boston Private Financial Holdings 2004 - 2010
State Street Global Alliance 1998 - 2004
State Street Global Advisors 1995 - 1998
PanAgora Asset Management June 1989 - December 1994
The Boston Company June 1978 - June 1989
Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing
University of Maine
BA, Economics
Yarmouth High School
Yarmouth High School
Yarmouth High School
Emily Leung Emily Leung's PanAgora Asset Management Experience June 2013 - August 2013
Job Event Merchandiser at Joss & Main
Industry Retail
Experience
Joss & Main February 2014 - Present
SET & STYLE April 2013 - Present
Rue La La September 2013 - January 2014
PanAgora Asset Management June 2013 - August 2013
suki skincare January 2013 - April 2013
Gemvara June 2012 - August 2012
Oaks Hotels & Resorts January 2012 - April 2012
Cambridge College July 2010 - August 2011
Skills
Microsoft Office, Google Analytics, Social Media, Event Planning, Leadership, Teamwork, Time Management, Customer Service, Facebook Insights, Facebook, Social Media Marketing, Marketing, Press Releases, Editing, Advertising
Education
University of Massachusetts, Amherst 2009 — 2013
Hospitality and Tourism Management, Marketing
Australian Catholic University
Marketing and Hospitality
Sharon High School 2005 — 2009
High School Diploma
Joss & Main February 2014 - Present
SET & STYLE April 2013 - Present
Rue La La September 2013 - January 2014
PanAgora Asset Management June 2013 - August 2013
suki skincare January 2013 - April 2013
Gemvara June 2012 - August 2012
Oaks Hotels & Resorts January 2012 - April 2012
Cambridge College July 2010 - August 2011
Skills
Microsoft Office, Google Analytics, Social Media, Event Planning, Leadership, Teamwork, Time Management, Customer Service, Facebook Insights, Facebook, Social Media Marketing, Marketing, Press Releases, Editing, Advertising
Education
University of Massachusetts, Amherst 2009 — 2013
Hospitality and Tourism Management, Marketing
Australian Catholic University
Marketing and Hospitality
Sharon High School 2005 — 2009
High School Diploma
Gang (Jack) Yang's PanAgora Asset Management Experience September 2014 - December 2014
Job Credit Risk Analyst, Model Validation at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
PanAgora Asset Management September 2014 - December 2014
Genscape, Inc. May 2014 - August 2014
Just Energy June 2012 - March 2013
Guodu Securities May 2010 - August 2010
Standard Chartered Bank May 2009 - August 2009
Skills
Data Analysis, Microsoft Office, VBA, Microsoft Excel, Financial Analysis, Access, Matlab, Microsoft Word, PowerPoint, Teamwork, Customer Service, SQL, Research, Financial Modeling, Leadership, Corporate Finance, Quantitative Analytics, C++
Education
Boston University - School of Management 2013 — 2015
Master of Science (M.S.), Mathematical Finance
University of Waterloo 2008 — 2012
Bachelor of Mathematics, Financial Analysis and Risk Management, Statistics Minor
Goldman Sachs February 2015 - Present
PanAgora Asset Management September 2014 - December 2014
Genscape, Inc. May 2014 - August 2014
Just Energy June 2012 - March 2013
Guodu Securities May 2010 - August 2010
Standard Chartered Bank May 2009 - August 2009
Skills
Data Analysis, Microsoft Office, VBA, Microsoft Excel, Financial Analysis, Access, Matlab, Microsoft Word, PowerPoint, Teamwork, Customer Service, SQL, Research, Financial Modeling, Leadership, Corporate Finance, Quantitative Analytics, C++
Education
Boston University - School of Management 2013 — 2015
Master of Science (M.S.), Mathematical Finance
University of Waterloo 2008 — 2012
Bachelor of Mathematics, Financial Analysis and Risk Management, Statistics Minor
Tim Zeitler Tim Zeitler's PanAgora Asset Management Experience 2007 - 2008
Job MArch Graduate Seeking BostonArea Design Opportunities
Industry Architecture & Planning
Experience
Harvard Graduate School of Design September 2011 - May 2015
Harvard Graduate School of Design September 2011 - May 2015
MASS Design Group May 2014 - September 2014
MEDLIFE May 2012 - August 2014
Apex Green Roofs April 2011 - September 2011
Self-Employed May 2010 - April 2011
Robert A Macoskey Center January 2010 - August 2010
PanAgora Asset Management 2007 - 2008
The Greenwood School 2004 - 2005
The Greenwood School 2004 - 2005
Skills
SketchUp, Rhino, Architectural Design, LEED, Sustainable Design, InDesign, LEED AP, Sustainability, AutoCAD, Revit, Landscape Architecture, Photoshop, Green Building, Illustrator, Landscape Design, Rendering, Submittals, Model Making, Green, Architecture, Urban Planning, Comprehensive Planning, Design Research, Green Roofs, Sustainable Architecture, AutoCAD Architecture, BIM, Architectural Drawings, 3D Studio Max, Architectures, Mixed-use, Urban
Education
Harvard University -- Graduate School of Design 2011 — 2015
Master of Architecture (MArch), Architecture
Slippery Rock University of Pennsylvania 2009 — 2010
MS, Sustainable Systems
Illinois Institute of Technology 2008 — 2009
Dartmouth College 1999 — 2003
AB, Biology, Studio Art
Harvard Graduate School of Design September 2011 - May 2015
Harvard Graduate School of Design September 2011 - May 2015
MASS Design Group May 2014 - September 2014
MEDLIFE May 2012 - August 2014
Apex Green Roofs April 2011 - September 2011
Self-Employed May 2010 - April 2011
Robert A Macoskey Center January 2010 - August 2010
PanAgora Asset Management 2007 - 2008
The Greenwood School 2004 - 2005
The Greenwood School 2004 - 2005
Skills
SketchUp, Rhino, Architectural Design, LEED, Sustainable Design, InDesign, LEED AP, Sustainability, AutoCAD, Revit, Landscape Architecture, Photoshop, Green Building, Illustrator, Landscape Design, Rendering, Submittals, Model Making, Green, Architecture, Urban Planning, Comprehensive Planning, Design Research, Green Roofs, Sustainable Architecture, AutoCAD Architecture, BIM, Architectural Drawings, 3D Studio Max, Architectures, Mixed-use, Urban
Education
Harvard University -- Graduate School of Design 2011 — 2015
Master of Architecture (MArch), Architecture
Slippery Rock University of Pennsylvania 2009 — 2010
MS, Sustainable Systems
Illinois Institute of Technology 2008 — 2009
Dartmouth College 1999 — 2003
AB, Biology, Studio Art
Melissa Yan Melissa Yan's PanAgora Asset Management Experience June 2012 - August 2012
Job Student at Massachusetts Institute of Technology
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - January 2013
PanAgora Asset Management June 2012 - August 2012
Aragain Capital Management June 2011 - August 2011
Penobscot Investment Management June 2010 - June 2010
Education
Massachusetts Institute of Technology 2010 — 2014
Phillips Academy 2006 — 2010
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - January 2013
PanAgora Asset Management June 2012 - August 2012
Aragain Capital Management June 2011 - August 2011
Penobscot Investment Management June 2010 - June 2010
Education
Massachusetts Institute of Technology 2010 — 2014
Phillips Academy 2006 — 2010
Jonathan Stacy, CFA's PanAgora Asset Management Experience June 2007 - December 2009
Job Investment Officer at Minnesota State Board of Investment
Industry Financial Services
Experience
Slocum June 2013 - December 2014
BlackRock February 2010 - July 2012
PanAgora Asset Management June 2007 - December 2009
State Street July 2005 - June 2007
Education
Gordon College 2001 — 2005
Bachelor of Arts, Finance and Business Administration
Slocum June 2013 - December 2014
BlackRock February 2010 - July 2012
PanAgora Asset Management June 2007 - December 2009
State Street July 2005 - June 2007
Education
Gordon College 2001 — 2005
Bachelor of Arts, Finance and Business Administration
Ed Graziano Ed Graziano's PanAgora Asset Management Experience August 2015 - Present
Job Senior Analyst, Performance & Attribution at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management August 2015 - Present
Columbia Management May 2010 - August 2015
Columbia Management September 2009 - May 2010
MFS Investment Management July 2003 - November 2008
MFS Investment Management 2002 - 2003
MFS Investment Management 2000 - 2001
State Street Bank May 1996 - July 2000
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Equities, FINRA, Financial Services, Portfolio Management, Securities, Trading, Bloomberg, Relationship Management, Investment Management, Alternative Investments, Asset Management
Education
Plymouth State University 1985 — 1989
Bachelor's Degree, Business Administration
PanAgora Asset Management August 2015 - Present
Columbia Management May 2010 - August 2015
Columbia Management September 2009 - May 2010
MFS Investment Management July 2003 - November 2008
MFS Investment Management 2002 - 2003
MFS Investment Management 2000 - 2001
State Street Bank May 1996 - July 2000
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Equities, FINRA, Financial Services, Portfolio Management, Securities, Trading, Bloomberg, Relationship Management, Investment Management, Alternative Investments, Asset Management
Education
Plymouth State University 1985 — 1989
Bachelor's Degree, Business Administration
Dmitri Kantsyrev Dmitri Kantsyrev's PanAgora Asset Management Experience 2007 - Present
Job Director of Equity, Portfolio Manager at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management 2007 - Present
University of Southern California, Marshall School of Business 2006 - 2007
University of Michigan, Spin Physics Center 1999 - 2000
Education
University of Southern California
Doctor of Philosophy (Ph.D.), Economics
University of Southern California
Master of Science (M.S.), Mathematical Finance
Lomonosov Moscow State University (MSU)
Master of Science (M.S.), Nuclear Physics
CFA Institute
PanAgora Asset Management 2007 - Present
University of Southern California, Marshall School of Business 2006 - 2007
University of Michigan, Spin Physics Center 1999 - 2000
Education
University of Southern California
Doctor of Philosophy (Ph.D.), Economics
University of Southern California
Master of Science (M.S.), Mathematical Finance
Lomonosov Moscow State University (MSU)
Master of Science (M.S.), Nuclear Physics
CFA Institute
Derek Sawyer Derek Sawyer's PanAgora Asset Management Experience 1996 - 1997
Job VP, Regional Manager at Washington Trust Mortgage Company
Industry Financial Services
Experience
Washington Trust Mortgage Company January 2011 - Present
Bank of America April 2005 - December 2010
Boston Mortgage Consultants September 2004 - April 2005
Fleet Bank September 2002 - September 2004
Hollister, Inc January 2000 - September 2002
State Street January 1998 - January 2000
First Data Corporation 1997 - 1998
PanAgora Asset Management 1996 - 1997
Investors Bank & Trust 1994 - 1996
Skills
Investments, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Coaching, Banking, Refinance, Credit Analysis, Residential Mortgages
Education
Suffolk University 1996 — 1998
M.B.A.
Keene State College 1989 — 1993
B.S., Management
Gilford High School 1985 — 1989
Washington Trust Mortgage Company January 2011 - Present
Bank of America April 2005 - December 2010
Boston Mortgage Consultants September 2004 - April 2005
Fleet Bank September 2002 - September 2004
Hollister, Inc January 2000 - September 2002
State Street January 1998 - January 2000
First Data Corporation 1997 - 1998
PanAgora Asset Management 1996 - 1997
Investors Bank & Trust 1994 - 1996
Skills
Investments, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Coaching, Banking, Refinance, Credit Analysis, Residential Mortgages
Education
Suffolk University 1996 — 1998
M.B.A.
Keene State College 1989 — 1993
B.S., Management
Gilford High School 1985 — 1989
Nolan Taormino Nolan Taormino's PanAgora Asset Management Experience February 2015 - Present
Job Investment Analyst at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management February 2015 - Present
JPMorgan Chase June 2013 - February 2015
Charlesbank Capital Partners April 2013 - June 2013
Brown Brothers Harriman October 2012 - March 2013
Emerald Asset Advisors June 2011 - September 2012
Yum! Brands May 2011 - June 2011
Skills
Asset Management, Investments, Portfolio Management, Equities, Bloomberg, Hedge Funds, Investment Banking, Day Trading, Bloomberg Terminal, Banking, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Fudan University 2011 — 2011
Minor: Mandarin, Chinese
PanAgora Asset Management February 2015 - Present
JPMorgan Chase June 2013 - February 2015
Charlesbank Capital Partners April 2013 - June 2013
Brown Brothers Harriman October 2012 - March 2013
Emerald Asset Advisors June 2011 - September 2012
Yum! Brands May 2011 - June 2011
Skills
Asset Management, Investments, Portfolio Management, Equities, Bloomberg, Hedge Funds, Investment Banking, Day Trading, Bloomberg Terminal, Banking, Accounting, Microsoft Excel, Finance, Microsoft Office, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Fudan University 2011 — 2011
Minor: Mandarin, Chinese
Alvin Chang Alvin Chang's PanAgora Asset Management Experience July 2015 - Present
Job Equity Research Intern at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management July 2015 - Present
The Boston Consulting Group July 2014 - December 2014
Nanjing Mendong Historic Sites Management Co. LTD May 2014 - May 2014
Northeastern University ResMail Services November 2013 - December 2013
Hearts and Minds July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, HTML, CSS, PowerPoint, VBA, Statistics
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration, Finance and Mathematics
City University of Hong Kong 2015 — 2015
Exchange program, Finance and Mathematics
The Bronx High School of Science 2008 — 2012
PanAgora Asset Management July 2015 - Present
The Boston Consulting Group July 2014 - December 2014
Nanjing Mendong Historic Sites Management Co. LTD May 2014 - May 2014
Northeastern University ResMail Services November 2013 - December 2013
Hearts and Minds July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, HTML, CSS, PowerPoint, VBA, Statistics
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration, Finance and Mathematics
City University of Hong Kong 2015 — 2015
Exchange program, Finance and Mathematics
The Bronx High School of Science 2008 — 2012
Lindsay Ferzoco's PanAgora Asset Management Experience June 2012 - December 2012
Job Customer Success Field Application Expert
Industry Computer Software
Experience
Workiva December 2012 - Present
PanAgora Asset Management June 2012 - December 2012
PanAgora Asset Management March 2011 - June 2012
US Bank August 2010 - March 2011
Delaware Office of the Attorney General May 2009 - November 2009
Strategies for Wealth June 2008 - August 2008
Skills
Corporate Social..., Sustainability, Environmental Compliance, Financial Reporting, Business Analysis, Microsoft Excel, Microsoft Office, Client Relations Skills, Strategic Thinking, Customer Service, Account Management, Product Management, XBRL, Cloud Computing, SEC filings
Education
Columbia University in the City of New York 2015 — 2017
Master's Degree, Sustainability Management
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Finance, International Business
Tabor Academy
Workiva December 2012 - Present
PanAgora Asset Management June 2012 - December 2012
PanAgora Asset Management March 2011 - June 2012
US Bank August 2010 - March 2011
Delaware Office of the Attorney General May 2009 - November 2009
Strategies for Wealth June 2008 - August 2008
Skills
Corporate Social..., Sustainability, Environmental Compliance, Financial Reporting, Business Analysis, Microsoft Excel, Microsoft Office, Client Relations Skills, Strategic Thinking, Customer Service, Account Management, Product Management, XBRL, Cloud Computing, SEC filings
Education
Columbia University in the City of New York 2015 — 2017
Master's Degree, Sustainability Management
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Finance, International Business
Tabor Academy
Christopher Forcino's PanAgora Asset Management Experience January 2014 - May 2014
Job CLDP Credit Risk Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
PanAgora Asset Management January 2014 - May 2014
Bentley Service-Learning Center January 2012 - May 2014
Bentley University January 2011 - December 2013
Bloomberg LP June 2013 - August 2013
Pier 1 Imports June 2012 - August 2012
Gartner July 2011 - August 2011
Skills
Bloomberg Terminal, FactSet, Morningstar, Microsoft Excel, SAP, Process Modeling, Microsoft Office, Outlook, HTML, Teamwork, SPSS, Data Analysis, Access, Market Research, Leadership, Team Leadership, Sustainability, Research, Public Speaking, PowerPoint, Microsoft Word, Financial Analysis, Economics, Computer Information...
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics/Finance
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance, 3.71
JPMorgan Chase & Co. July 2014 - Present
PanAgora Asset Management January 2014 - May 2014
Bentley Service-Learning Center January 2012 - May 2014
Bentley University January 2011 - December 2013
Bloomberg LP June 2013 - August 2013
Pier 1 Imports June 2012 - August 2012
Gartner July 2011 - August 2011
Skills
Bloomberg Terminal, FactSet, Morningstar, Microsoft Excel, SAP, Process Modeling, Microsoft Office, Outlook, HTML, Teamwork, SPSS, Data Analysis, Access, Market Research, Leadership, Team Leadership, Sustainability, Research, Public Speaking, PowerPoint, Microsoft Word, Financial Analysis, Economics, Computer Information...
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics/Finance
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance, 3.71
William Gould William Gould's PanAgora Asset Management Experience June 2014 - August 2014
Job Global Distribution Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - August 2015
PanAgora Asset Management June 2014 - August 2014
O'Neil's Fitness June 2012 - August 2012
Athletic Shoe Factory February 2008 - January 2010
Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Teamwork, Social Media, Time Management, Financial Analysis, Microsoft Office, Public Speaking, Business Intelligence, Team Leadership, Coaching, Business Strategy, Customer Service, Market Research, Social Networking, Sales, Data Analysis, Research, Continuous Improvement, Knowledge Management, Marketing, Finance, Management, Investments, Communication, Financial Modeling, Facebook, Social Media Marketing, Financial Services, Analysis, Advertising, Salesforce.com, Mutual Funds, Outlook, Retail, Marketing Communications
Education
Bryant University 2012 — 2016
Financial Planning and Services
Westminster School 2011 — 2012
New Canaan High School
Putnam Investments June 2015 - August 2015
PanAgora Asset Management June 2014 - August 2014
O'Neil's Fitness June 2012 - August 2012
Athletic Shoe Factory February 2008 - January 2010
Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Teamwork, Social Media, Time Management, Financial Analysis, Microsoft Office, Public Speaking, Business Intelligence, Team Leadership, Coaching, Business Strategy, Customer Service, Market Research, Social Networking, Sales, Data Analysis, Research, Continuous Improvement, Knowledge Management, Marketing, Finance, Management, Investments, Communication, Financial Modeling, Facebook, Social Media Marketing, Financial Services, Analysis, Advertising, Salesforce.com, Mutual Funds, Outlook, Retail, Marketing Communications
Education
Bryant University 2012 — 2016
Financial Planning and Services
Westminster School 2011 — 2012
New Canaan High School
Greg Peterson, Ph.D., CFA Greg Peterson, Ph.D., CFA's PanAgora Asset Management Experience April 2000 - October 2001
Job Senior Portfolio Manager
Industry Financial Services
Experience
Zevin Asset Management, LLC July 2015 - Present
Ballentine Partners, LLC August 2002 - July 2015
Panagora Asset Management April 2000 - October 2001
Independence Investment Associates August 1997 - April 2000
Grantham, Mayo & Van Otterloo January 1993 - August 1995
Skills
Equities, Portfolio Management, Asset Management, Investments, Risk Management, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Economics, Capital Markets, Portfolio Optimization, Customer Relations, Research, Quantitative Analysis, Excel, Statistics, Wealth Management, Financial Markets, Derivatives, Hedge Funds, Trading, Emerging Markets, Financial Engineering, Quantitative Research, Mutual Funds, Performance Attribution, Global Asset Allocation, Global Macro, Commodities, Investment Advisory
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
University of North Carolina - Chapel Hill 1982 — 1989
Ph.D., Mathematics
Kenyon College 1976 — 1981
B.A., Mathemics & Philosophy
Zevin Asset Management, LLC July 2015 - Present
Ballentine Partners, LLC August 2002 - July 2015
Panagora Asset Management April 2000 - October 2001
Independence Investment Associates August 1997 - April 2000
Grantham, Mayo & Van Otterloo January 1993 - August 1995
Skills
Equities, Portfolio Management, Asset Management, Investments, Risk Management, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Economics, Capital Markets, Portfolio Optimization, Customer Relations, Research, Quantitative Analysis, Excel, Statistics, Wealth Management, Financial Markets, Derivatives, Hedge Funds, Trading, Emerging Markets, Financial Engineering, Quantitative Research, Mutual Funds, Performance Attribution, Global Asset Allocation, Global Macro, Commodities, Investment Advisory
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
University of North Carolina - Chapel Hill 1982 — 1989
Ph.D., Mathematics
Kenyon College 1976 — 1981
B.A., Mathemics & Philosophy
Christopher Palmisano Christopher Palmisano's PanAgora Asset Management Experience May 2006 - November 2010
Job Senior Business Systems Analyst with Acadian Asset Management
Industry Information Technology and Services
Experience
Acadian Asset Management November 2013 - Present
Leapfrog Systems November 2010 - November 2013
PanAgora Asset Management May 2006 - November 2010
PanAgora Asset Management September 2001 - May 2006
Putnam Investments October 2000 - September 2001
Prudential Insurance Company of America June 2000 - September 2000
State Street Research & Investment Management June 1999 - June 2000
Skills
Business Analysis, SDLC, Visio, Project Management, Analysis, Management, Insurance, Microsoft Excel, PowerPoint, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Product Management, Business Requirements, Usability, User Acceptance Testing, User Experience Design, Software Project..., Operations Management, Fixed Income, Equities, Risk Management, Trading, Change Management, SQL, Business Process..., Quality Assurance
Education
BPMInstitute.org 2015 — 2015
Business Process Management BPM Certificate
New Horizons Computer Learning Center 2014 — 2014
Boston University Corporate Education Group 2010 — 2010
Certificate
Suffolk University - Sawyer Business School 2004 — 2006
MBA
Stonehill College 1996 — 2000
BSBA
Acadian Asset Management November 2013 - Present
Leapfrog Systems November 2010 - November 2013
PanAgora Asset Management May 2006 - November 2010
PanAgora Asset Management September 2001 - May 2006
Putnam Investments October 2000 - September 2001
Prudential Insurance Company of America June 2000 - September 2000
State Street Research & Investment Management June 1999 - June 2000
Skills
Business Analysis, SDLC, Visio, Project Management, Analysis, Management, Insurance, Microsoft Excel, PowerPoint, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Product Management, Business Requirements, Usability, User Acceptance Testing, User Experience Design, Software Project..., Operations Management, Fixed Income, Equities, Risk Management, Trading, Change Management, SQL, Business Process..., Quality Assurance
Education
BPMInstitute.org 2015 — 2015
Business Process Management BPM Certificate
New Horizons Computer Learning Center 2014 — 2014
Boston University Corporate Education Group 2010 — 2010
Certificate
Suffolk University - Sawyer Business School 2004 — 2006
MBA
Stonehill College 1996 — 2000
BSBA
Will Bardeen Will Bardeen's PanAgora Asset Management Experience September 2013 - Present
Job Client Services Manager at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management September 2013 - Present
PanAgora Asset Management June 2012 - August 2013
PanAgora Asset Management July 2011 - June 2012
Bankers Association for Finance and Trade and International Financial Services Association May 2010 - August 2010
Office of Representative Stephen Lynch September 2009 - November 2009
Serbian Export and Import Promotional Agency (SIEPA) June 2006 - August 2006
Education
Hamilton College 2007 — 2011
Bachelor of the Arts, Government
New York University Study Abroad Program 2007 — 2007
General Studies
Noble and Greenough School 2003 — 2007
PanAgora Asset Management September 2013 - Present
PanAgora Asset Management June 2012 - August 2013
PanAgora Asset Management July 2011 - June 2012
Bankers Association for Finance and Trade and International Financial Services Association May 2010 - August 2010
Office of Representative Stephen Lynch September 2009 - November 2009
Serbian Export and Import Promotional Agency (SIEPA) June 2006 - August 2006
Education
Hamilton College 2007 — 2011
Bachelor of the Arts, Government
New York University Study Abroad Program 2007 — 2007
General Studies
Noble and Greenough School 2003 — 2007
Peter Willett Peter Willett's PanAgora Asset Management Experience January 1991 - January 1997
Job Principal, Manager Research at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting August 2008 - Present
Adaptive Edge Capital February 2007 - August 2008
State Street Global Advisors January 1997 - February 2007
PanAgora Asset Management January 1991 - January 1997
Skills
Financials, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Asset Managment, Fixed Income, Investment Management, Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Equity Research, Alpha Generation, Derivatives, Institutional Investors, Quantitative Analytics, Capital Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA)
Vassar College 1977 — 1982
Bachelor of Arts (B.A.), English
Mercer Investment Consulting August 2008 - Present
Adaptive Edge Capital February 2007 - August 2008
State Street Global Advisors January 1997 - February 2007
PanAgora Asset Management January 1991 - January 1997
Skills
Financials, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Asset Managment, Fixed Income, Investment Management, Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Equity Research, Alpha Generation, Derivatives, Institutional Investors, Quantitative Analytics, Capital Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA)
Vassar College 1977 — 1982
Bachelor of Arts (B.A.), English
Julie Grinnell West Julie Grinnell West's PanAgora Asset Management Experience 2000 - 2001
Job Manager, Finance at Apotex Corp.
Industry Pharmaceuticals
Experience
Apotex Corp. June 2010 - Present
Apotex Corp. November 2008 - July 2010
Apotex Corp. April 2007 - November 2008
Kos Pharmaceuticals April 2006 - April 2007
H.I.G. Capital 2005 - 2006
AutoNation October 2002 - July 2005
Panagora Asset Management 2000 - 2001
State Street Bank February 1999 - December 2000
Skills
Forecasting, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, SAP, Process Improvement, Finance, Managerial Finance, Financial Accounting, Analysis, Business Process..., General Ledger, GAAP, Mergers & Acquisitions, US GAAP, Budgets, SEC filings
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Finance
Springfield College 1992 — 1996
Bachelor of Science (B.S.), Rehabilitation Services
Belmont
Apotex Corp. June 2010 - Present
Apotex Corp. November 2008 - July 2010
Apotex Corp. April 2007 - November 2008
Kos Pharmaceuticals April 2006 - April 2007
H.I.G. Capital 2005 - 2006
AutoNation October 2002 - July 2005
Panagora Asset Management 2000 - 2001
State Street Bank February 1999 - December 2000
Skills
Forecasting, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, SAP, Process Improvement, Finance, Managerial Finance, Financial Accounting, Analysis, Business Process..., General Ledger, GAAP, Mergers & Acquisitions, US GAAP, Budgets, SEC filings
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Finance
Springfield College 1992 — 1996
Bachelor of Science (B.S.), Rehabilitation Services
Belmont
Stephanie Wolfenden Stephanie Wolfenden's PanAgora Asset Management Experience May 2014 - Present
Job Supervisor Investment Operations at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management May 2014 - Present
State Street June 2004 - May 2014
Education
Merrimack College 2000 — 2004
Bachelor of Business Administration, Finance
PanAgora Asset Management May 2014 - Present
State Street June 2004 - May 2014
Education
Merrimack College 2000 — 2004
Bachelor of Business Administration, Finance
Patrick Stevens Patrick Stevens's PanAgora Asset Management Experience July 2014 - April 2015
Job CFO at Kaleidoscope Capital
Industry Financial Services
Experience
Kaleidoscope Capital April 2015 - Present
PanAgora Asset Management July 2014 - April 2015
Galt Investment Management LLC September 2012 - June 2014
Seawall Capital Management, LLC 2009 - 2012
OneWorld Investments, LP 2000 - 2009
BankBoston, N.A. March 1996 - February 2000
Lehman Brothers September 1993 - March 1996
Skills
Banking, Financial Analysis, Process Improvement, Operations Management, Finance, Risk Management, Back Office, Bloomberg, Valuation, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Equities
Education
Adelphi University 1990 — 1992
Master of Arts (MA)
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Kaleidoscope Capital April 2015 - Present
PanAgora Asset Management July 2014 - April 2015
Galt Investment Management LLC September 2012 - June 2014
Seawall Capital Management, LLC 2009 - 2012
OneWorld Investments, LP 2000 - 2009
BankBoston, N.A. March 1996 - February 2000
Lehman Brothers September 1993 - March 1996
Skills
Banking, Financial Analysis, Process Improvement, Operations Management, Finance, Risk Management, Back Office, Bloomberg, Valuation, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Equities
Education
Adelphi University 1990 — 1992
Master of Arts (MA)
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Reed Juckett's PanAgora Asset Management Experience January 2008 - April 2009
Job Management Consulting & Market Research
Industry Management Consulting
Experience
Consulting October 2013 - Present
AlphaSimplex November 2012 - May 2013
Numeric Investors July 2010 - August 2012
PanAgora Asset Management January 2008 - April 2009
Putnam Investments August 2006 - December 2007
Education
Skidmore College 2002 — 2006
BS, Management & Business, Economics
Consulting October 2013 - Present
AlphaSimplex November 2012 - May 2013
Numeric Investors July 2010 - August 2012
PanAgora Asset Management January 2008 - April 2009
Putnam Investments August 2006 - December 2007
Education
Skidmore College 2002 — 2006
BS, Management & Business, Economics
Kevin Pan Kevin Pan's PanAgora Asset Management Experience June 2008 - August 2008
Job Research
Industry Research
Experience
Federal Reserve Bank of New York July 2010 - June 2012
Global Platinum Securities April 2008 - May 2010
Center for Health Professions 2010 - 2010
Deutsche Bank 2009 - 2009
PanAgora Asset Management June 2008 - August 2008
Skills
Econometrics, R, Economics, Data Analysis
Education
Harvard University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
New York University, Courant Institute of Mathematical Sciences 2011 — 2012
Non-degree Study, Mathematics
Massachusetts Institute of Technology 2006 — 2010
Bachelor of Science, Management Science (Finance), Economics, Mathematics
Federal Reserve Bank of New York July 2010 - June 2012
Global Platinum Securities April 2008 - May 2010
Center for Health Professions 2010 - 2010
Deutsche Bank 2009 - 2009
PanAgora Asset Management June 2008 - August 2008
Skills
Econometrics, R, Economics, Data Analysis
Education
Harvard University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
New York University, Courant Institute of Mathematical Sciences 2011 — 2012
Non-degree Study, Mathematics
Massachusetts Institute of Technology 2006 — 2010
Bachelor of Science, Management Science (Finance), Economics, Mathematics
Bryce Harlow Bryce Harlow's PanAgora Asset Management Experience June 2010 - August 2010
Job Technical Analyst at Forge Energy
Industry Financial Services
Experience
Forge Energy January 2013 - Present
Lucifer Lighting September 2012 - January 2013
Cadence Capital Management June 2011 - August 2011
PanAgora Asset Management June 2010 - August 2010
Skills
Excel, Matlab, SQL, Bloomberg, Factset, Data Analysis, Financial/Economic..., Microsoft Excel, VBA, Windows
Education
Trinity University 2007 — 2011
BA, Physics
Concord-Carlisle High School 2003 — 2007
Forge Energy January 2013 - Present
Lucifer Lighting September 2012 - January 2013
Cadence Capital Management June 2011 - August 2011
PanAgora Asset Management June 2010 - August 2010
Skills
Excel, Matlab, SQL, Bloomberg, Factset, Data Analysis, Financial/Economic..., Microsoft Excel, VBA, Windows
Education
Trinity University 2007 — 2011
BA, Physics
Concord-Carlisle High School 2003 — 2007
Lawrence F. Pohlman Lawrence F. Pohlman's PanAgora Asset Management Experience 1999 - 2005
Job Managing Partner and University Lecturer
Industry Investment Management
Experience
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Julie Giller's PanAgora Asset Management Experience July 2010 - March 2014
Job Senior Operations Associate at Balter Capital Management, LLC
Industry Investment Management
Experience
Balter Capital Management, LLC April 2015 - Present
Balter Liquid Alternatives, LLC April 2015 - Present
Balter Capital Management, LLC March 2014 - March 2015
Balter Liquid Alternatives, LLC March 2014 - March 2015
PanAgora Asset Management July 2010 - March 2014
State Street June 2008 - July 2010
Skills
Mutual Funds, Hedge Funds, Bloomberg, Investments, Alternative Investments, Fixed Income
Education
Saint Lawrence University 2004 — 2008
B.S., Economics, Mathematics
Bellingham High School
Balter Capital Management, LLC April 2015 - Present
Balter Liquid Alternatives, LLC April 2015 - Present
Balter Capital Management, LLC March 2014 - March 2015
Balter Liquid Alternatives, LLC March 2014 - March 2015
PanAgora Asset Management July 2010 - March 2014
State Street June 2008 - July 2010
Skills
Mutual Funds, Hedge Funds, Bloomberg, Investments, Alternative Investments, Fixed Income
Education
Saint Lawrence University 2004 — 2008
B.S., Economics, Mathematics
Bellingham High School
Morgan Sutton's PanAgora Asset Management Experience June 2011 - July 2011
Job Director of Operations at Sue B. Zimmerman Enterprise
Industry Mechanical or Industrial Engineering
Experience
Sue B. Zimmerman Enterprise December 2012 - Present
SueB.Do July 2012 - Present
George Washington University September 2012 - Present
The George Washington University Career Center September 2010 - December 2011
Camp Tel Noar June 2011 - August 2011
PanAgora Asset Management June 2011 - July 2011
Skills
Marketing Automation, Affiliate Marketing, Blogging, WordPress, Social Media, Facebook, Microsoft Office, Analytical Skills, PowerPoint, Management, Affiliate Management, Organization &..., Social Networking, Customer Service, Communication Skills, Research, Communication, Retail, Public Speaking, Microsoft Excel, Event Planning, Time Management, Leadership, System Automation, Conference Management, Logistics Management
Education
The George Washington University 2014 — 2016
Master of Science (M.S.), Engineering Management
The George Washington University 2010 — 2014
BS, Systems Engineering, 3.25 GPA
Sue B. Zimmerman Enterprise December 2012 - Present
SueB.Do July 2012 - Present
George Washington University September 2012 - Present
The George Washington University Career Center September 2010 - December 2011
Camp Tel Noar June 2011 - August 2011
PanAgora Asset Management June 2011 - July 2011
Skills
Marketing Automation, Affiliate Marketing, Blogging, WordPress, Social Media, Facebook, Microsoft Office, Analytical Skills, PowerPoint, Management, Affiliate Management, Organization &..., Social Networking, Customer Service, Communication Skills, Research, Communication, Retail, Public Speaking, Microsoft Excel, Event Planning, Time Management, Leadership, System Automation, Conference Management, Logistics Management
Education
The George Washington University 2014 — 2016
Master of Science (M.S.), Engineering Management
The George Washington University 2010 — 2014
BS, Systems Engineering, 3.25 GPA
Saad Shaheen Saad Shaheen's PanAgora Asset Management Experience January 2013 - February 2013
Job Portfolio Manager Assistant at Numeric Investors
Industry Financial Services
Experience
Numeric Investors June 2014 - Present
Laboratory for Financial Engineering May 2013 - August 2013
PanAgora Asset Management January 2013 - February 2013
PanAgora Asset Management May 2012 - August 2012
MIT Sloan School of Management December 2011 - March 2012
MIT Department of Economics September 2011 - December 2011
Stanford EPGY Summer Program July 2009 - August 2009
Skills
Programming in Java, Research, Data Analysis, Statistics, Microsoft Excel, Valuation Modeling, Financial Statement..., Teamwork, Economics, Econometrics, Corporate Finance, Valuation, Financial Analysis, Entrepreneurship, Bloomberg
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor's Degree, Economics and Management Science, 5.0/5.0
University of Cambridge Examination 2008 — 2010
A' Levels, Course Work: Advanced Level (Economics, Accounting, Mathematics, Physics, Chemistry, Languages)
University of Cambridge Examination 2006 — 2008
O'Levels, Ordinary Level (Business Studies, Statistics, Additional Mathematics)
Numeric Investors June 2014 - Present
Laboratory for Financial Engineering May 2013 - August 2013
PanAgora Asset Management January 2013 - February 2013
PanAgora Asset Management May 2012 - August 2012
MIT Sloan School of Management December 2011 - March 2012
MIT Department of Economics September 2011 - December 2011
Stanford EPGY Summer Program July 2009 - August 2009
Skills
Programming in Java, Research, Data Analysis, Statistics, Microsoft Excel, Valuation Modeling, Financial Statement..., Teamwork, Economics, Econometrics, Corporate Finance, Valuation, Financial Analysis, Entrepreneurship, Bloomberg
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor's Degree, Economics and Management Science, 5.0/5.0
University of Cambridge Examination 2008 — 2010
A' Levels, Course Work: Advanced Level (Economics, Accounting, Mathematics, Physics, Chemistry, Languages)
University of Cambridge Examination 2006 — 2008
O'Levels, Ordinary Level (Business Studies, Statistics, Additional Mathematics)
Evan Starr Evan Starr's PanAgora Asset Management Experience April 2008 - Present
Job IT Systems/Network Administrator and DBA at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management April 2008 - Present
Independence Investments January 2003 - March 2008
Skills
EMC SAN Administration, EqualLogic iSCSI SAN, Violin, Dell PowerEdge Servers, VMware, Windows Server, Windows, Microsoft SQL Server, Database Design, Performance Tuning, Idera, Microsoft Exchange, Data Domain, Backup Exec, Cisco Technologies, Blackberry, ShoreTel, High Availability, Disaster Recovery
Education
Northeastern University
Master of Science in Engineering, Telecommunication Systems Management
Bridgewater State College
Bachelor of Management Science, Information Systems Management
PanAgora Asset Management April 2008 - Present
Independence Investments January 2003 - March 2008
Skills
EMC SAN Administration, EqualLogic iSCSI SAN, Violin, Dell PowerEdge Servers, VMware, Windows Server, Windows, Microsoft SQL Server, Database Design, Performance Tuning, Idera, Microsoft Exchange, Data Domain, Backup Exec, Cisco Technologies, Blackberry, ShoreTel, High Availability, Disaster Recovery
Education
Northeastern University
Master of Science in Engineering, Telecommunication Systems Management
Bridgewater State College
Bachelor of Management Science, Information Systems Management
Cheng Chen Cheng Chen's PanAgora Asset Management Experience May 2013 - March 2014
Job Assistant Vice President at ICBC (USA) NA
Industry Investment Banking
Experience
ICBC (USA) NA August 2015 - Present
ICBC (USA) March 2014 - Present
PanAgora Asset Management May 2013 - March 2014
Dyson School of Applied Economics and Management, Cornell University February 2013 - May 2013
Bank of China International June 2012 - August 2012
Samuel Curtis Johnson Graduate School of Management at Cornell University November 2011 - May 2012
Bain & Company December 2011 - January 2012
BNY Mellon May 2011 - July 2011
Harvard National Model United Nation Conference February 2010 - March 2010
Allianz June 2009 - August 2009
Skills
Piano, Basketball, Tennis, SAS, R, C++, Market QA, Bloomberg, Time Series Analysis, Analysis, VBA, Statistical Modeling, Quantitative Finance, Monte Carlo Simulation, Data Analysis, Stata, SQL, Python
Education
Cornell University 2011 — 2013
M.P.A., Economics and Financial Policy
Renmin University of China 2007 — 2011
Boston University - School of Management 2010 — 2010
Exchange Program, Business
The University of Hong Kong 2010 — 2010
Summer School, Economics
High School Affiliated to Renmin University of China
ICBC (USA) NA August 2015 - Present
ICBC (USA) March 2014 - Present
PanAgora Asset Management May 2013 - March 2014
Dyson School of Applied Economics and Management, Cornell University February 2013 - May 2013
Bank of China International June 2012 - August 2012
Samuel Curtis Johnson Graduate School of Management at Cornell University November 2011 - May 2012
Bain & Company December 2011 - January 2012
BNY Mellon May 2011 - July 2011
Harvard National Model United Nation Conference February 2010 - March 2010
Allianz June 2009 - August 2009
Skills
Piano, Basketball, Tennis, SAS, R, C++, Market QA, Bloomberg, Time Series Analysis, Analysis, VBA, Statistical Modeling, Quantitative Finance, Monte Carlo Simulation, Data Analysis, Stata, SQL, Python
Education
Cornell University 2011 — 2013
M.P.A., Economics and Financial Policy
Renmin University of China 2007 — 2011
Boston University - School of Management 2010 — 2010
Exchange Program, Business
The University of Hong Kong 2010 — 2010
Summer School, Economics
High School Affiliated to Renmin University of China
Fred Nieuwland Fred Nieuwland's PanAgora Asset Management Experience 1996 - 1998
Job Chief Investment Officer bij Mars, Inc.
Industry Investment Management
Experience
Mars, Inc. February 2015 - Present
Mars September 2006 - February 2015
Towers Perrin August 2004 - August 2006
ABP Investments 1999 - 2002
ABP 1998 - 2002
PanAgora Asset Management 1996 - 1998
Universiteit Maastricht 1993 - 1996
Skills
Asset Allocation, Alternative Investments, Governance, LDI, Pension Funds, Asset Managment, Portfolio Management, Investments, Investment Management, Pensions, Hedge Funds, Equities, Derivatives, Fixed Income, Private Equity, ALM, Investment Strategies, Financial Markets, Emerging Markets, Risk Management, Hedging, Valuation, Financial Modeling
Education
Maastricht University 1988 — 1993
Ph.D., Finance
Universiteit van Tilburg 1983 — 1987
Master of Science, Econometrics and Operations Research
Mars, Inc. February 2015 - Present
Mars September 2006 - February 2015
Towers Perrin August 2004 - August 2006
ABP Investments 1999 - 2002
ABP 1998 - 2002
PanAgora Asset Management 1996 - 1998
Universiteit Maastricht 1993 - 1996
Skills
Asset Allocation, Alternative Investments, Governance, LDI, Pension Funds, Asset Managment, Portfolio Management, Investments, Investment Management, Pensions, Hedge Funds, Equities, Derivatives, Fixed Income, Private Equity, ALM, Investment Strategies, Financial Markets, Emerging Markets, Risk Management, Hedging, Valuation, Financial Modeling
Education
Maastricht University 1988 — 1993
Ph.D., Finance
Universiteit van Tilburg 1983 — 1987
Master of Science, Econometrics and Operations Research
Douglas A. Neimann Douglas A. Neimann's PanAgora Asset Management Experience 1998 - 1998
Job President & Chief Investment Officer Okabena Investment Services
Industry Financial Services
Experience
Okabena Investment Services July 2002 - Present
Cambridge Associates 1998 - 2002
PanAgora Asset Management 1998 - 1998
Brown Borthers Harriman 1997 - 1998
Skills
Asset Allocation, Hedge Funds, Private Equity, Natural Resources, Equities, Fixed Income, Futures, Manager Selection, Board of Director..., Risk Management, Management, Investments, Portfolio Management, Valuation, Alternative Investments, Board of Directors, Investment Advisory, Investment Management, Investment Strategies, Venture Capital, Asset Management, Investment Banking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
Connecticut College 1993 — 1997
BA
The Blake School 1989 — 1993
Okabena Investment Services July 2002 - Present
Cambridge Associates 1998 - 2002
PanAgora Asset Management 1998 - 1998
Brown Borthers Harriman 1997 - 1998
Skills
Asset Allocation, Hedge Funds, Private Equity, Natural Resources, Equities, Fixed Income, Futures, Manager Selection, Board of Director..., Risk Management, Management, Investments, Portfolio Management, Valuation, Alternative Investments, Board of Directors, Investment Advisory, Investment Management, Investment Strategies, Venture Capital, Asset Management, Investment Banking
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
Connecticut College 1993 — 1997
BA
The Blake School 1989 — 1993
Mike Yeomans's PanAgora Asset Management Experience November 1999 - March 2002
Job Director, Business Development & Client Service
Industry Investment Management
Experience
DDJ Capital Management April 2004 - Present
Evergreen Investments 2002 - 2004
Panagora Asset Management November 1999 - March 2002
The Boston Company 1997 - 1999
Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
Norwich University 1992 — 1996
BA
Framingham High School 1988 — 1992
High School Diploma
DDJ Capital Management April 2004 - Present
Evergreen Investments 2002 - 2004
Panagora Asset Management November 1999 - March 2002
The Boston Company 1997 - 1999
Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
Norwich University 1992 — 1996
BA
Framingham High School 1988 — 1992
High School Diploma
Francis Smith Francis Smith's PanAgora Asset Management Experience August 2004 - December 2009
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors August 2011 - Present
First Marblehead October 2010 - August 2011
PanAgora Asset Management August 2004 - December 2009
Putnam Investments July 2001 - August 2004
State Street Global Advisors February 1998 - July 2001
State Street Global Advisors July 1993 - February 1998
Education
Boston University
MS, Computer Science
Boston University Questrom School of Business
University of New Hampshire
BA, Mathematics
State Street Global Advisors August 2011 - Present
First Marblehead October 2010 - August 2011
PanAgora Asset Management August 2004 - December 2009
Putnam Investments July 2001 - August 2004
State Street Global Advisors February 1998 - July 2001
State Street Global Advisors July 1993 - February 1998
Education
Boston University
MS, Computer Science
Boston University Questrom School of Business
University of New Hampshire
BA, Mathematics
Amitabh Dugar Amitabh Dugar's PanAgora Asset Management Experience 2000 - 2003
Job Expert in Quantitative Investment Research & Strategy, Portfolio Mgmt., Business Valuation and Litigation Consulting
Industry Investment Management
Experience
Quant Finance Solutions January 2014 - Present
EDHEC-Risk Institute April 2013 - September 2013
BNP Paribas Investment Partners 2010 - 2013
Franklin Portfolio Associates/Mellon Capital 2006 - 2009
Geode Capital Management 2003 - 2006
PanAgora Asset Management 2000 - 2003
Grantham Mayo van Otterloo 1997 - 2000
Vestek Systems 1996 - 1997
Skills
Portfolio Management, Equities, Capital Markets, Investment Strategies, Asset Management, Smart Beta, Business Valuation, Litigation Support, Investments, Investment Management, Quantitative Research, Quantitative Investing, Quantitative Risk, Risk Management, Finance, Financial Accounting, Economics, R, SAS, Matlab, Mutual Funds, Hedge Funds, Business Development
Education
Northwestern University - Kellogg School of Management
MS, PhD, Accounting & Information Systems
Quant Finance Solutions January 2014 - Present
EDHEC-Risk Institute April 2013 - September 2013
BNP Paribas Investment Partners 2010 - 2013
Franklin Portfolio Associates/Mellon Capital 2006 - 2009
Geode Capital Management 2003 - 2006
PanAgora Asset Management 2000 - 2003
Grantham Mayo van Otterloo 1997 - 2000
Vestek Systems 1996 - 1997
Skills
Portfolio Management, Equities, Capital Markets, Investment Strategies, Asset Management, Smart Beta, Business Valuation, Litigation Support, Investments, Investment Management, Quantitative Research, Quantitative Investing, Quantitative Risk, Risk Management, Finance, Financial Accounting, Economics, R, SAS, Matlab, Mutual Funds, Hedge Funds, Business Development
Education
Northwestern University - Kellogg School of Management
MS, PhD, Accounting & Information Systems
Edgar Peters Edgar Peters's PanAgora Asset Management Experience July 1985 - May 2008
Job Partner, Investments at First Quadrant, L.P.
Industry Investment Management
Experience
First Quadrant, L.P. 2008 - Present
PanAgora Asset Management July 1985 - May 2008
Interactive Data/Chase Econometrics December 1980 - July 1985
Mutual Benefit Life 1974 - 1980
Skills
Chaos Theory, Asset Management, Economics, Investments, Financial Markets, Capital Markets, Global Macro, Tactical Asset..., Quantitative Finance, Hedge Funds, Derivatives, Portfolio Management, Statistics, Research, Risk Management, Alternative Investments, Asset Allocation, Quantitative Analysis, Investment Strategies, Quantitative Research, Risk Parity, Asset Managment, Financial Modeling, Portfolio Optimization, Quantitative Investing, Investment Management, Equities, Mutual Funds, Equity Research, Options, Bloomberg, Financial Risk, Trading, Investment Advisory, Performance Attribution, Equity Valuation, Equity Derivatives, Managed Futures, ETFs, Securities, Behavioral Finance, FX Options, Institutional..., Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
MBA, Investment Concentration
Montclair State University 1970 — 1974
BA, Mathematics, English
First Quadrant, L.P. 2008 - Present
PanAgora Asset Management July 1985 - May 2008
Interactive Data/Chase Econometrics December 1980 - July 1985
Mutual Benefit Life 1974 - 1980
Skills
Chaos Theory, Asset Management, Economics, Investments, Financial Markets, Capital Markets, Global Macro, Tactical Asset..., Quantitative Finance, Hedge Funds, Derivatives, Portfolio Management, Statistics, Research, Risk Management, Alternative Investments, Asset Allocation, Quantitative Analysis, Investment Strategies, Quantitative Research, Risk Parity, Asset Managment, Financial Modeling, Portfolio Optimization, Quantitative Investing, Investment Management, Equities, Mutual Funds, Equity Research, Options, Bloomberg, Financial Risk, Trading, Investment Advisory, Performance Attribution, Equity Valuation, Equity Derivatives, Managed Futures, ETFs, Securities, Behavioral Finance, FX Options, Institutional..., Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
MBA, Investment Concentration
Montclair State University 1970 — 1974
BA, Mathematics, English
DC Robbins DC Robbins's PanAgora Asset Management Experience September 2001 - September 2002
Job at
Industry Entertainment
Experience
DC Robbins 2014 - Present
Envi Entertainment February 2007 - Present
Echo Entertainment April 2012 - 2014
Echo Entertainment November 2007 - April 2012
ProLogic IT September 2002 - February 2007
PanAgora Asset Management September 2001 - September 2002
Investor's Bank & Trust August 1999 - September 2001
Skills
Asset Managment, Investments, Portfolio Management, Marketing Strategy, Financial Analysis, Economics, Business Development, Management, Marketing, Microsoft Excel, Strategy, Asset Management, Event Management, Television, Social Media
Education
Union College 1994 — 1999
BA, Economics
DC Robbins 2014 - Present
Envi Entertainment February 2007 - Present
Echo Entertainment April 2012 - 2014
Echo Entertainment November 2007 - April 2012
ProLogic IT September 2002 - February 2007
PanAgora Asset Management September 2001 - September 2002
Investor's Bank & Trust August 1999 - September 2001
Skills
Asset Managment, Investments, Portfolio Management, Marketing Strategy, Financial Analysis, Economics, Business Development, Management, Marketing, Microsoft Excel, Strategy, Asset Management, Event Management, Television, Social Media
Education
Union College 1994 — 1999
BA, Economics
Yi Yin Yi Yin's PanAgora Asset Management Experience July 2015 - August 2015
Job Quantitative Finance Club's Vice President of Operations
Industry Banking
Experience
PanAgora Asset Management July 2015 - August 2015
Bank of the West June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Bank July 2012 - August 2012
The Ohio State University September 2011 - June 2012
The Ohio State University June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Matlab, Eclipse, OS X, Programming, Higher Education, Java, Minitab, Access, SAS Programming, Stata
Education
Washington University in St. Louis 2015 — 2016
Master’s Degree, Master of Science in Quantitative Finance
Washington University in St. Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Mathematics and Finance
The Ohio State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics
PanAgora Asset Management July 2015 - August 2015
Bank of the West June 2014 - August 2014
Citi June 2013 - July 2013
China Merchants Bank July 2012 - August 2012
The Ohio State University September 2011 - June 2012
The Ohio State University June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, Statistics, Data Analysis, Matlab, Eclipse, OS X, Programming, Higher Education, Java, Minitab, Access, SAS Programming, Stata
Education
Washington University in St. Louis 2015 — 2016
Master’s Degree, Master of Science in Quantitative Finance
Washington University in St. Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Mathematics and Finance
The Ohio State University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics
Kevin Cohane's PanAgora Asset Management Experience January 1996 - February 1999
Job VP, Enterprise Sales at BrightScope
Industry Financial Services
Experience
BrightScope July 2015 - Present
Informa May 2013 - June 2015
JP Morgan Chase May 2011 - May 2013
eVestment Alliance, LLC February 2007 - April 2011
BNY Mellon February 1999 - February 2007
PanAgora Asset Management January 1996 - February 1999
Putnam Investments November 1992 - January 1996
Skills
Financial Risk, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Problem Solving, Process Improvement, Asset Management, CRM, Analysis, Banking, Financial Markets, Business Development, Morningstar, Financial Services, Financial Advisory, Data Analytics, Investment Banking, Fixed Income, Relationship Management, Wealth Management, Capital Markets
Education
Boston College
Bachelor's Degree
BrightScope July 2015 - Present
Informa May 2013 - June 2015
JP Morgan Chase May 2011 - May 2013
eVestment Alliance, LLC February 2007 - April 2011
BNY Mellon February 1999 - February 2007
PanAgora Asset Management January 1996 - February 1999
Putnam Investments November 1992 - January 1996
Skills
Financial Risk, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Problem Solving, Process Improvement, Asset Management, CRM, Analysis, Banking, Financial Markets, Business Development, Morningstar, Financial Services, Financial Advisory, Data Analytics, Investment Banking, Fixed Income, Relationship Management, Wealth Management, Capital Markets
Education
Boston College
Bachelor's Degree
Linda Hitchcock's PanAgora Asset Management Experience October 2001 - September 2002
Job SENIOR INVESTMENT ANALYST | Investment Marketing |Trends Analysis | Vendor Relations
Industry Investment Management
Experience
Russell Investments May 2008 - Present
Cleantech Capital Group, LLC, May 2006 - April 2007
State Street Global Advisors October 2002 - December 2005
Panagora Asset Management October 2001 - September 2002
State Street Global Advisors June 1999 - September 2002
Grantham, Mayo, Van Otterloo November 1997 - June 1999
State Street Bank and Trust November 1996 - November 1997
Massachusetts Casualty Insurance Company March 1995 - November 1996
Hanover Insurance Group 1996 - 1996
Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Bloomberg, Asset Allocation, Investment Management, ETFs, Investment Strategies, Hedge Funds, Fixed Income, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Securities
Education
Boston University Questrom School of Business 1999 — 2000
MBA Candidate
University of Rhode Island 1990 — 1994
BS, ECN
Worcester Academy 1987 — 1990
Diploma, Prep School, Honor Student
Russell Investments May 2008 - Present
Cleantech Capital Group, LLC, May 2006 - April 2007
State Street Global Advisors October 2002 - December 2005
Panagora Asset Management October 2001 - September 2002
State Street Global Advisors June 1999 - September 2002
Grantham, Mayo, Van Otterloo November 1997 - June 1999
State Street Bank and Trust November 1996 - November 1997
Massachusetts Casualty Insurance Company March 1995 - November 1996
Hanover Insurance Group 1996 - 1996
Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Bloomberg, Asset Allocation, Investment Management, ETFs, Investment Strategies, Hedge Funds, Fixed Income, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Securities
Education
Boston University Questrom School of Business 1999 — 2000
MBA Candidate
University of Rhode Island 1990 — 1994
BS, ECN
Worcester Academy 1987 — 1990
Diploma, Prep School, Honor Student
Danni Ma's PanAgora Asset Management Experience May 2015 - August 2015
Job Equity Summer Analyst at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management May 2015 - August 2015
Schroders June 2014 - August 2014
Skills
Microsoft Office, Economics, Teamwork, International Relations, Research, Social Media, Financial Analysis, Data Analysis, Cultural Anthropology, Financial Accounting, Stata, Public Speaking, Financial Modeling, East Asian Studies, Leadership, Equities, Investments, Event Planning, Management, R, SQL, MarketQA, Bloomberg
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies, Economics, East Asian Studies, Dean's List
Princeton University 2013 — 2013
Japanese, 3.7 GPA
Jincai Senior High School 2009 — 2012
High School, Biology, General, 4.0 GPA
PanAgora Asset Management May 2015 - August 2015
Schroders June 2014 - August 2014
Skills
Microsoft Office, Economics, Teamwork, International Relations, Research, Social Media, Financial Analysis, Data Analysis, Cultural Anthropology, Financial Accounting, Stata, Public Speaking, Financial Modeling, East Asian Studies, Leadership, Equities, Investments, Event Planning, Management, R, SQL, MarketQA, Bloomberg
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies, Economics, East Asian Studies, Dean's List
Princeton University 2013 — 2013
Japanese, 3.7 GPA
Jincai Senior High School 2009 — 2012
High School, Biology, General, 4.0 GPA
Zhaohui Wang, PhD., CFA Zhaohui Wang, PhD., CFA's PanAgora Asset Management Experience March 2007 - February 2014
Job VP, Portfolio Manager & Researcher at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs March 2014 - Present
PanAgora Asset Management March 2007 - February 2014
Skills
Portfolio Management, Performance Attribution, Matlab, Quantitative Investing, Bloomberg, Statistics, Optimization, R, Backtesting, Portfolio Optimization, Linux, C#, Portfolio Construction, Equity Risk Model, Charles River, Asset Management, Alpha Factor Research, Python
Education
University of North Carolina at Chapel Hill 2001 — 2007
PHD, Operations Research
Tsinghua University 1998 — 2001
MS, Automation
Huazhong University of Science and Technology 1991 — 1995
BE, Automatic Control
Goldman Sachs March 2014 - Present
PanAgora Asset Management March 2007 - February 2014
Skills
Portfolio Management, Performance Attribution, Matlab, Quantitative Investing, Bloomberg, Statistics, Optimization, R, Backtesting, Portfolio Optimization, Linux, C#, Portfolio Construction, Equity Risk Model, Charles River, Asset Management, Alpha Factor Research, Python
Education
University of North Carolina at Chapel Hill 2001 — 2007
PHD, Operations Research
Tsinghua University 1998 — 2001
MS, Automation
Huazhong University of Science and Technology 1991 — 1995
BE, Automatic Control
Angela Monsini Angela Monsini's PanAgora Asset Management Experience October 2014 - Present
Job Analyst, Complex Securities & Reference Data at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management October 2014 - Present
Bank of New York Mellon July 2008 - October 2014
Putnam Investments November 2006 - May 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Leadership, Financial Services, Mutual Funds, Microsoft Excel, Internal Controls, Bloomberg, Financial Modeling, Account Reconciliation, Investments, Access, Risk Management, Equities, Asset Management, Fixed Income
Education
University of Massachusetts Boston 2010 — 2012
Master of Science, Finance
Merrimack College 2004 — 2008
Bachelor's Degree, Accounting
PanAgora Asset Management October 2014 - Present
Bank of New York Mellon July 2008 - October 2014
Putnam Investments November 2006 - May 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Leadership, Financial Services, Mutual Funds, Microsoft Excel, Internal Controls, Bloomberg, Financial Modeling, Account Reconciliation, Investments, Access, Risk Management, Equities, Asset Management, Fixed Income
Education
University of Massachusetts Boston 2010 — 2012
Master of Science, Finance
Merrimack College 2004 — 2008
Bachelor's Degree, Accounting
Jon Beaulieu, CFA Jon Beaulieu, CFA's PanAgora Asset Management Experience Associate Portfolio ManagerFederal Home Loan Bank of Boston2005 - 2010
Job Portfolio Manager at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management Associate Portfolio ManagerFederal Home Loan Bank of Boston2005 - 2010
MFS Investment Management 2004 - 2005
Education
Boston College
Economics
D'Amore-McKim School of Business at Northeastern University
MBA
PanAgora Asset Management Associate Portfolio ManagerFederal Home Loan Bank of Boston2005 - 2010
MFS Investment Management 2004 - 2005
Education
Boston College
Economics
D'Amore-McKim School of Business at Northeastern University
MBA
Sarah Wolfenden Sarah Wolfenden's PanAgora Asset Management Experience June 2014 - Present
Job Assistant Office Manager at PanAgora Asset Management
Industry Human Resources
Experience
PanAgora Asset Management June 2014 - Present
Fairfield University September 2013 - December 2013
Fairfield University September 2012 - December 2012
Fairfield College Preparatory School September 2010 - December 2011
ABC Head Start September 2011 - November 2011
Skills
Research, Writing, Office Administration, Onboarding, Scheduling, SPSS, Microsoft Excel, Microsoft Office, Social Media, Time Management, PowerPoint
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Psychology, Minor in Economics
National University of Ireland, Galway 2013 — 2013
Study Abroad
PanAgora Asset Management June 2014 - Present
Fairfield University September 2013 - December 2013
Fairfield University September 2012 - December 2012
Fairfield College Preparatory School September 2010 - December 2011
ABC Head Start September 2011 - November 2011
Skills
Research, Writing, Office Administration, Onboarding, Scheduling, SPSS, Microsoft Excel, Microsoft Office, Social Media, Time Management, PowerPoint
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Psychology, Minor in Economics
National University of Ireland, Galway 2013 — 2013
Study Abroad
Fraser Blakely Fraser Blakely's PanAgora Asset Management Experience 1997 - 2004
Job Investment Management Professional
Industry Investment Management
Experience
Self-employed 2013 - Present
Panagora Asset Management 1997 - 2004
Skills
Institutional Sales, Institutional Relations
Education
Concordia University 1961 — 1966
BS Commerce, Finance, General
Bishops College School 1955 — 1961
Self-employed 2013 - Present
Panagora Asset Management 1997 - 2004
Skills
Institutional Sales, Institutional Relations
Education
Concordia University 1961 — 1966
BS Commerce, Finance, General
Bishops College School 1955 — 1961
Andrew McAteer Andrew McAteer's PanAgora Asset Management Experience July 2012 - December 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - March 2015
Boston Capital May 2013 - December 2013
PanAgora Asset Management July 2012 - December 2012
Wells Fargo Advisors September 2011 - June 2012
Cape Cod Healthcare May 2011 - August 2011
Education
Northeastern University 2010 — 2015
BS, Finance
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - March 2015
Boston Capital May 2013 - December 2013
PanAgora Asset Management July 2012 - December 2012
Wells Fargo Advisors September 2011 - June 2012
Cape Cod Healthcare May 2011 - August 2011
Education
Northeastern University 2010 — 2015
BS, Finance
Blair Feldman Blair Feldman's PanAgora Asset Management Experience July 2007 - June 2008
Job Attorney at Tretschok, McNamara, Miller PC
Industry Legal Services
Experience
Tretschok, McNamara, Miller PC September 2012 - Present
National Law Center for Inter-American Free Trade April 2011 - October 2012
Studio Legale Bombardelli April 2010 - July 2010
Tretschok, McNamara & Miller, P.C. July 2009 - December 2009
PanAgora Asset Management July 2007 - June 2008
PanAgora Asset Management February 2006 - August 2007
comunicando September 2005 - December 2005
Skills
Microsoft Office, Editing, Teaching English, Legal Research, Research, Analysis, Hearings, Legal Writing, Public Speaking, International Trade Law, Marketing, English, Courts, Westlaw
Education
University of Arizona, James E. Rogers College of Law 2008 — 2011
JD
Université Jean Moulin (Lyon III) 2010 — 2010
Diplome LLM, International Law
Croatian Law Mlini 2009 — 2009
Eastern European Law Program
Wheaton College (MA) 2001 — 2005
BA, International Relations & French Studies
Skidmore in Paris 2003 — 2004
Study Abroad, French Studies
Green Fields Country Day School 1997 — 2001
Highschool
Tretschok, McNamara, Miller PC September 2012 - Present
National Law Center for Inter-American Free Trade April 2011 - October 2012
Studio Legale Bombardelli April 2010 - July 2010
Tretschok, McNamara & Miller, P.C. July 2009 - December 2009
PanAgora Asset Management July 2007 - June 2008
PanAgora Asset Management February 2006 - August 2007
comunicando September 2005 - December 2005
Skills
Microsoft Office, Editing, Teaching English, Legal Research, Research, Analysis, Hearings, Legal Writing, Public Speaking, International Trade Law, Marketing, English, Courts, Westlaw
Education
University of Arizona, James E. Rogers College of Law 2008 — 2011
JD
Université Jean Moulin (Lyon III) 2010 — 2010
Diplome LLM, International Law
Croatian Law Mlini 2009 — 2009
Eastern European Law Program
Wheaton College (MA) 2001 — 2005
BA, International Relations & French Studies
Skidmore in Paris 2003 — 2004
Study Abroad, French Studies
Green Fields Country Day School 1997 — 2001
Highschool
Deborah (Bennett) McCarthy's PanAgora Asset Management Experience June 2015 - Present
Job Portfolio Associate at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management June 2015 - Present
State Street Bank & Trust Company 2010 - 2012
State Street Bank & Trust Company 2008 - 2010
State Street Bank & Trust Company 2007 - 2008
Investors Bank & Trust (now State Street) 2003 - 2007
Independence Investments LLC 2000 - 2003
PanAgora Asset Management 1988 - 2000
Skills
Strategic Planning, Process Improvement, Team Building, Business Analysis, Cross-functional Team..., Risk Management, Superior Client Service, Operations Management, Increasing Operational..., Leadership, Coaching Staff, Development Of Employees, Oral & Written..., Organization &..., Resume Writing, Compliance, Manage Client..., Project Management, Investments, Outsourcing, Relationship Management, Mutual Funds, Management, Leadership Development, Career Counseling, Securities, Training, Financial Risk, Corporate Actions, Equities, Banking, Financial Services, Client Services, CRM, Communication
Education
Bridgewater State University
Bachelor of Arts (BA)
PanAgora Asset Management June 2015 - Present
State Street Bank & Trust Company 2010 - 2012
State Street Bank & Trust Company 2008 - 2010
State Street Bank & Trust Company 2007 - 2008
Investors Bank & Trust (now State Street) 2003 - 2007
Independence Investments LLC 2000 - 2003
PanAgora Asset Management 1988 - 2000
Skills
Strategic Planning, Process Improvement, Team Building, Business Analysis, Cross-functional Team..., Risk Management, Superior Client Service, Operations Management, Increasing Operational..., Leadership, Coaching Staff, Development Of Employees, Oral & Written..., Organization &..., Resume Writing, Compliance, Manage Client..., Project Management, Investments, Outsourcing, Relationship Management, Mutual Funds, Management, Leadership Development, Career Counseling, Securities, Training, Financial Risk, Corporate Actions, Equities, Banking, Financial Services, Client Services, CRM, Communication
Education
Bridgewater State University
Bachelor of Arts (BA)
Steven Rothmann Steven Rothmann's PanAgora Asset Management Experience 1992 - 2001
Job Senior portfolio manager and analyst
Industry Investment Management
Experience
Wells Capital Management August 2002 - January 2012
Panagora Asset Management 1992 - 2001
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
McGill University 1981 — 1985
BA, Economics, Computer Science
Wells Capital Management August 2002 - January 2012
Panagora Asset Management 1992 - 2001
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
McGill University 1981 — 1985
BA, Economics, Computer Science
Brendan Rimmer's PanAgora Asset Management Experience March 2015 - Present
Job Portfolio Associate, Sales & Global Distribution at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management March 2015 - Present
Lowell Blake & Associates December 2011 - March 2015
Isurus Market Research and Consulting June 2011 - August 2011
New Breed Marketing January 2011 - June 2011
PlanNet Consulting June 2010 - August 2010
Essex County Greenbelt Association May 2009 - September 2009
Skills
Market Research, Analysis, Data Analysis, SPSS, Axys, DTC, Marketing, Research, Microsoft Office, Series 65, Strategy, Microsoft Excel
Education
Saint Michael's College 2007 — 2011
Bachelor of Arts, English; Business
PanAgora Asset Management March 2015 - Present
Lowell Blake & Associates December 2011 - March 2015
Isurus Market Research and Consulting June 2011 - August 2011
New Breed Marketing January 2011 - June 2011
PlanNet Consulting June 2010 - August 2010
Essex County Greenbelt Association May 2009 - September 2009
Skills
Market Research, Analysis, Data Analysis, SPSS, Axys, DTC, Marketing, Research, Microsoft Office, Series 65, Strategy, Microsoft Excel
Education
Saint Michael's College 2007 — 2011
Bachelor of Arts, English; Business
Charles LeFevre's PanAgora Asset Management Experience January 2014 - June 2014
Job Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
Rick Tibbetts Rick Tibbetts's PanAgora Asset Management Experience 2000 - 2014
Job Chief of Human Resources at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2009 - Present
Putnam Fiduciary Trust Company 2004 - 2014
PanAgora Asset Management 2000 - 2014
Putnam Investments April 2004 - February 2009
Putnam Investments 2004 - 2009
Putnam Investments April 1997 - March 2004
Putnam Investments September 1996 - March 1997
Putnam Investments April 1995 - August 1996
Putnam Investments March 1990 - March 1995
Putnam Investments April 1990 - March 1991
Skills
Human Resources, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Change Management, Equities, Fixed Income, 401k, Deferred Compensation, Employee Benefits, Employee Relations, Investment Management, Management, Onboarding, PeopleSoft, Performance Management, Succession Planning
Education
Northeastern University 1981 — 1985
BS, Business Administration, Cum Laude
Miami University, Oxford Ohio 1980 — 1981
General Studies
Putnam Investments January 2009 - Present
Putnam Fiduciary Trust Company 2004 - 2014
PanAgora Asset Management 2000 - 2014
Putnam Investments April 2004 - February 2009
Putnam Investments 2004 - 2009
Putnam Investments April 1997 - March 2004
Putnam Investments September 1996 - March 1997
Putnam Investments April 1995 - August 1996
Putnam Investments March 1990 - March 1995
Putnam Investments April 1990 - March 1991
Skills
Human Resources, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Change Management, Equities, Fixed Income, 401k, Deferred Compensation, Employee Benefits, Employee Relations, Investment Management, Management, Onboarding, PeopleSoft, Performance Management, Succession Planning
Education
Northeastern University 1981 — 1985
BS, Business Administration, Cum Laude
Miami University, Oxford Ohio 1980 — 1981
General Studies
Jeffrey Sousa Jeffrey Sousa's PanAgora Asset Management Experience December 2014 - Present
Job Manager, Complex Securities at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management December 2014 - Present
PanAgora Asset Management December 2012 - Present
State Street July 2008 - December 2012
Western Asset Management May 2006 - June 2008
Western Asset Management August 2005 - May 2006
Skills
Equities, Derivatives, Swaps, Fixed Income, Securities, Bloomberg, OTC Derivatives, Microsoft Excel, Financial Analysis, Financial Markets, Economics, Excel Modeling, Financial Modeling, Dodd-Frank, Interest Rate Swaps, Equity Swaps, Total Return Swaps, Options
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Academic Honors
Hobart and William Smith Colleges 2001 — 2005
Bachelor of Arts, Economics
Belmont Hill School 1998 — 2001
PanAgora Asset Management December 2014 - Present
PanAgora Asset Management December 2012 - Present
State Street July 2008 - December 2012
Western Asset Management May 2006 - June 2008
Western Asset Management August 2005 - May 2006
Skills
Equities, Derivatives, Swaps, Fixed Income, Securities, Bloomberg, OTC Derivatives, Microsoft Excel, Financial Analysis, Financial Markets, Economics, Excel Modeling, Financial Modeling, Dodd-Frank, Interest Rate Swaps, Equity Swaps, Total Return Swaps, Options
Education
Boston University Graduate School of Management 2009 — 2011
Master of Business Administration, Finance, Academic Honors
Hobart and William Smith Colleges 2001 — 2005
Bachelor of Arts, Economics
Belmont Hill School 1998 — 2001
Jeff Bellavance, CFA Jeff Bellavance, CFA's PanAgora Asset Management Experience June 2015 - Present
Job Manager Performance and Analytics at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management June 2015 - Present
State Street Global Advisors September 2000 - June 2015
Putnam Investments September 1996 - September 2000
Skills
Attribution, Performance Analysis, Performance Attribution, Derivatives, Performance Measurement, Bloomberg, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Fund Accounting, Asset Allocation, ETFs, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business/Finance
University of Massachusetts Dartmouth
Bachelors, Management
PanAgora Asset Management June 2015 - Present
State Street Global Advisors September 2000 - June 2015
Putnam Investments September 1996 - September 2000
Skills
Attribution, Performance Analysis, Performance Attribution, Derivatives, Performance Measurement, Bloomberg, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Fund Accounting, Asset Allocation, ETFs, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business/Finance
University of Massachusetts Dartmouth
Bachelors, Management
William Lazdowski William Lazdowski's PanAgora Asset Management Experience October 2013 - Present
Job Performance Specialist and Systems Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management October 2013 - Present
Wellington Management Company, LLP July 2012 - October 2013
Wellington Management Company, LLP May 2009 - July 2012
Wellington Management Company, LLP - Starpoint Solutions June 2007 - May 2009
State Street Corporation April 2005 - June 2007
Sonnax Industries Co. / Sinister Bikes August 2003 - September 2004
Sinister Bikes LLC December 1999 - August 2003
GMO May 1996 - August 2003
GMO September 1998 - February 2000
GMO May 1996 - September 1998
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, SQL, Derivatives, Risk Management, Investments, Business Analysis, Mutual Funds, Valuation, Securities, Project Management, Databases, Software Project..., Visual Basic, C#, .NET, Web Services, Data Warehousing, Asset Management, Hedge Funds, Financial Services, Analysis, Management, Performance Measurement, Performance Attribution, FactSet, SQL Server Management..., Visual Studio, Statistical Data...
Education
Merrimack College 1989 — 1993
Bachelor of Science, Business Administration; Finance
PanAgora Asset Management October 2013 - Present
Wellington Management Company, LLP July 2012 - October 2013
Wellington Management Company, LLP May 2009 - July 2012
Wellington Management Company, LLP - Starpoint Solutions June 2007 - May 2009
State Street Corporation April 2005 - June 2007
Sonnax Industries Co. / Sinister Bikes August 2003 - September 2004
Sinister Bikes LLC December 1999 - August 2003
GMO May 1996 - August 2003
GMO September 1998 - February 2000
GMO May 1996 - September 1998
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, SQL, Derivatives, Risk Management, Investments, Business Analysis, Mutual Funds, Valuation, Securities, Project Management, Databases, Software Project..., Visual Basic, C#, .NET, Web Services, Data Warehousing, Asset Management, Hedge Funds, Financial Services, Analysis, Management, Performance Measurement, Performance Attribution, FactSet, SQL Server Management..., Visual Studio, Statistical Data...
Education
Merrimack College 1989 — 1993
Bachelor of Science, Business Administration; Finance
William Pearce William Pearce's PanAgora Asset Management Experience July 2014 - Present
Job Trading and Portfolio Construction at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management July 2014 - Present
PanAgora Asset Management August 2013 - Present
PanAgora Asset Management July 2011 - July 2013
360 Huntington Fund September 2010 - 2013
State Street Bank July 2009 - July 2011
LPL September 2008 - January 2009
Northwestern Mutual May 2008 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, SQL, Trading Systems, Corporate Finance, Bloomberg, Financial Analysis, Asset Management, Equity Research, Finance, Economics, Equities, Asset Managment, Strategic Financial..., Leadership, Financial Modeling, Financial Risk, Hedge Funds, Valuation, Securities, Business Analysis, Analytical Skills, Fixed Income, Microsoft Office, Financial Planning, Marketing, Microsoft Excel, PowerPoint, Series 3, Equity Trading, Electronic Trading..., Foreign Exchange, Trading
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
Salve Regina University 2005 — 2009
Bachelor, Business Administration
New Fairfield High School 2001 — 2005
PanAgora Asset Management July 2014 - Present
PanAgora Asset Management August 2013 - Present
PanAgora Asset Management July 2011 - July 2013
360 Huntington Fund September 2010 - 2013
State Street Bank July 2009 - July 2011
LPL September 2008 - January 2009
Northwestern Mutual May 2008 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, SQL, Trading Systems, Corporate Finance, Bloomberg, Financial Analysis, Asset Management, Equity Research, Finance, Economics, Equities, Asset Managment, Strategic Financial..., Leadership, Financial Modeling, Financial Risk, Hedge Funds, Valuation, Securities, Business Analysis, Analytical Skills, Fixed Income, Microsoft Office, Financial Planning, Marketing, Microsoft Excel, PowerPoint, Series 3, Equity Trading, Electronic Trading..., Foreign Exchange, Trading
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
Salve Regina University 2005 — 2009
Bachelor, Business Administration
New Fairfield High School 2001 — 2005
Sara Hagan's PanAgora Asset Management Experience March 2008 - Present
Job Analyst, Investment Operations at Panagora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management March 2008 - Present
State Street October 2007 - February 2008
Investors Bank & Trust 2006 - 2007
Skills
Mutual Funds, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Financial Services
Education
Providence College 2002 — 2006
Bachelor of Science, Finance
PanAgora Asset Management March 2008 - Present
State Street October 2007 - February 2008
Investors Bank & Trust 2006 - 2007
Skills
Mutual Funds, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Financial Services
Education
Providence College 2002 — 2006
Bachelor of Science, Finance
James Canney's PanAgora Asset Management Experience January 2015 - Present
Job Senior Analyst, Invesetment Operations at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2015 - Present
State Street Global Advisors September 2012 - December 2014
State Street Global Advisors September 2007 - September 2012
Federal Home Loan Bank of Boston (FHLB) March 2003 - September 2007
Skills
FX, FX Options, Valuation, Mutual Funds, Swaps, Bonds, Bloomberg, Capital Markets, Equities, Asset Managment
Education
Northeastern University 2003 — 2008
MBA, Entrepreneurship, Human Resource Management
Villanova University 1993 — 1997
BS, Economics
Boston College High School 1989 — 1993
PanAgora Asset Management January 2015 - Present
State Street Global Advisors September 2012 - December 2014
State Street Global Advisors September 2007 - September 2012
Federal Home Loan Bank of Boston (FHLB) March 2003 - September 2007
Skills
FX, FX Options, Valuation, Mutual Funds, Swaps, Bonds, Bloomberg, Capital Markets, Equities, Asset Managment
Education
Northeastern University 2003 — 2008
MBA, Entrepreneurship, Human Resource Management
Villanova University 1993 — 1997
BS, Economics
Boston College High School 1989 — 1993
Scott P. Ruddick's PanAgora Asset Management Experience January 1994 — January 1997
Job Managing Director
Industry Investment Management
Experience
Seaward Management 2018 — Present
Eaton Vance 2010 — 2013
Mellon Capital January 1997 — January 2010
PanAgora Asset Management January 1994 — January 1997
The Boston Company January 1992 — January 1994
Advisor Partners 2015 — 2017
Mellon Capital 2013 — 2015
Skills
Investments, Institutional Asset Management, Private Wealth Management
Education
University of Hartford 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Seaward Management 2018 — Present
Eaton Vance 2010 — 2013
Mellon Capital January 1997 — January 2010
PanAgora Asset Management January 1994 — January 1997
The Boston Company January 1992 — January 1994
Advisor Partners 2015 — 2017
Mellon Capital 2013 — 2015
Skills
Investments, Institutional Asset Management, Private Wealth Management
Education
University of Hartford 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Joel Greenberg Feinberg's PanAgora Asset Management Experience January 2008 - Present
Job
Industry Investment Management
Experience
PanAgora Asset Management January 2008 - Present
PanAgora Asset Management May 2006 - Present
Education
Boston University Questrom School of Business 2005 — 2006
MSIM
Boston University 2004 — 2005
MSIM
Isenberg School of Management, UMass Amherst
Sharon High School
PanAgora Asset Management January 2008 - Present
PanAgora Asset Management May 2006 - Present
Education
Boston University Questrom School of Business 2005 — 2006
MSIM
Boston University 2004 — 2005
MSIM
Isenberg School of Management, UMass Amherst
Sharon High School
Ding Ding's PanAgora Asset Management Experience April 2006 - Present
Job Director, Equity at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management April 2006 - Present
Fidelity Investments 2004 - 2006
Houghton Mifflin Learning Technology 2001 - 2004
Sapient 1996 - 2001
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, CS
Central College 1991 — 1994
BA, math/cs
Fudan University 1989 — 1991
Math
NanJin #10
PanAgora Asset Management April 2006 - Present
Fidelity Investments 2004 - 2006
Houghton Mifflin Learning Technology 2001 - 2004
Sapient 1996 - 2001
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MS, CS
Central College 1991 — 1994
BA, math/cs
Fudan University 1989 — 1991
Math
NanJin #10
Sarah (Donnellan) Ayott's PanAgora Asset Management Experience March 2014 - November 2014
Job Senior Business/Systems Analyst
Industry Computer Software
Experience
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
Ann Ayala-Macey's PanAgora Asset Management Experience 2008 - December 2009
Job STEM, Girls Inc. Lynn
Industry Market Research
Experience
Swampscott Education Foundation April 2012 - Present
Girls, Inc. March 2011 - Present
Boston World Partnerships October 2009 - Present
East Boston Ecumenical Community Council 2008 - Present
PanAgora Asset Management 2008 - December 2009
Putnam Investments August 1999 - December 2009
Teach for America 1991 - 1993
Skills
Strategic Planning, Management, Fundraising, CRM, Business Development, Public Speaking, Marketing Strategy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD, Development Economics and International Business Relations
Harvard University, John F. Kennedy School of Government 1995 — 1995
Specialized coursework toward MALD
University of Rochester 1987 — 1991
BA, Political Science/Psychology
Boston Latin School 1983 — 1987
Institute of European Studies
Swampscott Education Foundation April 2012 - Present
Girls, Inc. March 2011 - Present
Boston World Partnerships October 2009 - Present
East Boston Ecumenical Community Council 2008 - Present
PanAgora Asset Management 2008 - December 2009
Putnam Investments August 1999 - December 2009
Teach for America 1991 - 1993
Skills
Strategic Planning, Management, Fundraising, CRM, Business Development, Public Speaking, Marketing Strategy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD, Development Economics and International Business Relations
Harvard University, John F. Kennedy School of Government 1995 — 1995
Specialized coursework toward MALD
University of Rochester 1987 — 1991
BA, Political Science/Psychology
Boston Latin School 1983 — 1987
Institute of European Studies
Suzanne Brennan's PanAgora Asset Management Experience 1990 - 1995
Job Chief Operating OfficerAsset Allocation Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Fidelity Investments April 2011 - Present
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2009 - December 2010
Fidelity Investments January 2006 - June 2009
State Street 2002 - 2003
State Street 1997 - 2002
State Street 1996 - 1997
NatWest 1995 - 1996
PanAgora Asset Management 1990 - 1995
PanAgora Asset Management 1989 - 1990
Skills
Financial Modeling, Strategic Financial..., Management, Financial Analysis, Investments, Finance, Asset Management, Asset Allocation
Education
Boston College 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
RBRHS 1976 — 1980
Paul Deng's PanAgora Asset Management Experience June 2007 - September 2007
Job Assistant Professor of Economics at Copenhagen Business School
Industry Higher Education
Experience
Copenhagen Business School (CBS) September 2009 - Present
The World Bank 2009 - 2009
Department of Economics, Brandeis University January 2007 - May 2008
PanAgora Asset Management June 2007 - September 2007
State Street Global Advisors (SSgA) June 2006 - December 2006
The World Bank 2006 - 2006
Education
Brandeis University 2004 — 2009
PhD
Baylor University - Hankamer School of Business
Master of Science (M.S.)
Zhengzhou Institute of Aeronautics
BA
Copenhagen Business School (CBS) September 2009 - Present
The World Bank 2009 - 2009
Department of Economics, Brandeis University January 2007 - May 2008
PanAgora Asset Management June 2007 - September 2007
State Street Global Advisors (SSgA) June 2006 - December 2006
The World Bank 2006 - 2006
Education
Brandeis University 2004 — 2009
PhD
Baylor University - Hankamer School of Business
Master of Science (M.S.)
Zhengzhou Institute of Aeronautics
BA
Kristina Eisnor's PanAgora Asset Management Experience January 2005 - July 2006
Job Chief Compliance Officer at Boston Common Asset Management
Industry Financial Services
Experience
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Nicole Pytlak, CFA's PanAgora Asset Management Experience November 2009 - September 2010
Job Principal, Client Portfolio Director
Industry Investment Management
Experience
Mercer Investment Management September 2010 - Present
PanAgora Asset Management November 2009 - September 2010
PanAgora Asset Management January 2008 - November 2009
Putnam Investments 2001 - 2007
Fidelity Management and Research June 1998 - March 2001
Skills
Asset Allocation, Asset Management, Investments, Relationship Management
Education
Northeastern University 1993 — 1998
Mercer Investment Management September 2010 - Present
PanAgora Asset Management November 2009 - September 2010
PanAgora Asset Management January 2008 - November 2009
Putnam Investments 2001 - 2007
Fidelity Management and Research June 1998 - March 2001
Skills
Asset Allocation, Asset Management, Investments, Relationship Management
Education
Northeastern University 1993 — 1998
Amanda (Boyle) Ferraro's PanAgora Asset Management Experience August 2002 - November 2003
Job Web Content Editor at TIAACREF
Industry Internet
Experience
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
TIAA-CREF October 2011 - Present
Ally Financial Inc. May 2010 - October 2011
Wachovia November 2007 - May 2010
TripAdvisor April 2006 - November 2008
Evergreen Investments November 2003 - November 2007
PanAgora Asset Management August 2002 - November 2003
Verizon 2001 - 2002
Skills
Content Management, Web Content Management, Content Strategy, Information Architecture, Web Project Management, User Experience, E-commerce
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
Marketing
Patrick Pollard's PanAgora Asset Management Experience 2000 - 2001
Job Director of Relationship Management at Atmospheric and Environmental Research Corp. (AER)
Industry Information Technology and Services
Experience
Atmospheric and Environmental Research Corp. (AER) August 2012 - Present
Various Companies August 2011 - September 2012
ScerIS May 2009 - August 2011
DataQualityFirst 2008 - May 2009
Strategic Risk Solutions January 2007 - October 2007
StratEx 2002 - 2006
Panagora Asset Management 2000 - 2001
FMGlobal/Arkwright 1983 - 1999
Skills
Operations Management, Business Process..., Sales Operations, Marketing Strategy, Project Planning, Strategic Planning, Operational Planning, Financial Analysis, Organizational...
Education
Babson College 1975 — 1979
Bachelor of Science (BS), Accounting, Finance, Economics
Atmospheric and Environmental Research Corp. (AER) August 2012 - Present
Various Companies August 2011 - September 2012
ScerIS May 2009 - August 2011
DataQualityFirst 2008 - May 2009
Strategic Risk Solutions January 2007 - October 2007
StratEx 2002 - 2006
Panagora Asset Management 2000 - 2001
FMGlobal/Arkwright 1983 - 1999
Skills
Operations Management, Business Process..., Sales Operations, Marketing Strategy, Project Planning, Strategic Planning, Operational Planning, Financial Analysis, Organizational...
Education
Babson College 1975 — 1979
Bachelor of Science (BS), Accounting, Finance, Economics
Jason Gaunt's PanAgora Asset Management Experience January 2013 - Present
Job Trader at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2013 - Present
Susquehanna International Group January 2010 - January 2013
LightKeeper Investments, LLC January 2009 - December 2009
Riversource Investments October 2004 - December 2008
Skills
Trading, Equity Trading, Equities, Bloomberg, Equity Research, Options, Mutual Funds, Chartered Market..., Financial Risk Manager..., Hedge Funds, Series 63, Series 7, Series 3, Alternative Investments, Trading Systems, Electronic Trading, Securities, ETFs, Asset Managment, Investment Strategies, Capital Markets, Derivatives
Education
California State University-Chico 1996 — 1998
Bachelor of Arts, Economics
PanAgora Asset Management January 2013 - Present
Susquehanna International Group January 2010 - January 2013
LightKeeper Investments, LLC January 2009 - December 2009
Riversource Investments October 2004 - December 2008
Skills
Trading, Equity Trading, Equities, Bloomberg, Equity Research, Options, Mutual Funds, Chartered Market..., Financial Risk Manager..., Hedge Funds, Series 63, Series 7, Series 3, Alternative Investments, Trading Systems, Electronic Trading, Securities, ETFs, Asset Managment, Investment Strategies, Capital Markets, Derivatives
Education
California State University-Chico 1996 — 1998
Bachelor of Arts, Economics
Brice Lemke's PanAgora Asset Management Experience 2014 - 2015
Job Senior Quantitative Analyst at HedgeServ
Industry Financial Services
Experience
HedgeServ 2015 - Present
PanAgora Asset Management 2014 - 2015
Geode Capital Management 2010 - 2014
Independent 2009 - 2010
Mellon Capital Management 2006 - 2009
McKesson 2006 - 2006
Somatic Vision 2005 - 2005
Lawrence Berkeley National Labs 2000 - 2001
Skills
R, Quantitative Finance, Machine Learning, Data Mining, Portfolio Management, Equities, Derivatives, Asset Allocation, Statistical Arbitrage, Chartered Financial..., Global Macro, Portfolio Optimization, Fixed Income, Quantitative Analytics, Hedge Funds, Bloomberg
Education
Stanford University
Graduate Certificate, Data Mining and Applications
Stanford University
Graduate Certificate, Quantitative Methods in Finance and Risk Management
Rutgers University-New Brunswick 2002 — 2005
MS, Physics
University of California, Berkeley 1998 — 2002
BA, Physics, Philosophy, Math
HedgeServ 2015 - Present
PanAgora Asset Management 2014 - 2015
Geode Capital Management 2010 - 2014
Independent 2009 - 2010
Mellon Capital Management 2006 - 2009
McKesson 2006 - 2006
Somatic Vision 2005 - 2005
Lawrence Berkeley National Labs 2000 - 2001
Skills
R, Quantitative Finance, Machine Learning, Data Mining, Portfolio Management, Equities, Derivatives, Asset Allocation, Statistical Arbitrage, Chartered Financial..., Global Macro, Portfolio Optimization, Fixed Income, Quantitative Analytics, Hedge Funds, Bloomberg
Education
Stanford University
Graduate Certificate, Data Mining and Applications
Stanford University
Graduate Certificate, Quantitative Methods in Finance and Risk Management
Rutgers University-New Brunswick 2002 — 2005
MS, Physics
University of California, Berkeley 1998 — 2002
BA, Physics, Philosophy, Math
Lee Caleshu's PanAgora Asset Management Experience September 1999 - November 2000
Job Research Analyst at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
The Roosevelt Investment Group April 2013 - Present
SCS Financial April 2007 - March 2013
INVESCO November 2000 - April 2007
PanAgora Asset Management September 1999 - November 2000
Skills
Hedge Funds, Investments, Equity Research, Equities, Research, Risk Management, Fixed Income, Investment Strategies, Asset Allocation, Portfolio Management, Alternative Investments
Education
Tulane University 1995 — 1999
BSM, Finance
Lynnfield High School 1991 — 1995
Allison Kiely's PanAgora Asset Management Experience April 2015 - Present
Job Relationship Manager at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management April 2015 - Present
PanAgora Asset Management March 2014 - March 2015
PanAgora Asset Management February 2012 - March 2014
Analytic Investors July 2008 - November 2011
Analytic Investors October 2007 - July 2008
Skills
Marketing, Hedge Funds, Equities, Alternative Investments, Asset Management
Education
Clark University
PanAgora Asset Management April 2015 - Present
PanAgora Asset Management March 2014 - March 2015
PanAgora Asset Management February 2012 - March 2014
Analytic Investors July 2008 - November 2011
Analytic Investors October 2007 - July 2008
Skills
Marketing, Hedge Funds, Equities, Alternative Investments, Asset Management
Education
Clark University
Jason C. Bickford's PanAgora Asset Management Experience April 2013 - Present
Job Senior Desktop Support/Junior Systems Administrator at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management April 2013 - Present
A123 Systems, LLC. June 2012 - April 2013
A123Systems, Inc May 2009 - June 2012
A123Systems, Inc. 2007 - May 2009
Neillo's Gourmet Farms March 2002 - March 2005
Skills
Software Documentation, Troubleshooting, Testing, Oracle, Computer Hardware, Help Desk Support, Cross-functional Team..., Analysis, Laptops, Process Improvement, Electronics, Hardware, Active Directory, Microsoft Exchange, SharePoint, Vendor Relationships, Outlook, Customer Support, System Administration, Windows Server, Windows Desktop..., WDS, Windows & Mac operating..., Windows 7, Windows XP Pro, Windows Vista, Blackberry Enterprise..., Blackberry, Smartphones, Android, iOS, Operating Systems
Education
Johnson & Wales University 1995 — 1999
BS, Culinary Arts
PanAgora Asset Management April 2013 - Present
A123 Systems, LLC. June 2012 - April 2013
A123Systems, Inc May 2009 - June 2012
A123Systems, Inc. 2007 - May 2009
Neillo's Gourmet Farms March 2002 - March 2005
Skills
Software Documentation, Troubleshooting, Testing, Oracle, Computer Hardware, Help Desk Support, Cross-functional Team..., Analysis, Laptops, Process Improvement, Electronics, Hardware, Active Directory, Microsoft Exchange, SharePoint, Vendor Relationships, Outlook, Customer Support, System Administration, Windows Server, Windows Desktop..., WDS, Windows & Mac operating..., Windows 7, Windows XP Pro, Windows Vista, Blackberry Enterprise..., Blackberry, Smartphones, Android, iOS, Operating Systems
Education
Johnson & Wales University 1995 — 1999
BS, Culinary Arts
Stephen Dozier's PanAgora Asset Management Experience May 2010 - August 2014
Job Data Management Analyst
Industry Financial Services
Experience
GMO August 2014 - Present
PanAgora Asset Management May 2010 - August 2014
State Street Corporation May 2008 - May 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, Business Analysis
Education
Northeastern University 2010 — 2012
Master of Science (MS), Finance
Duquesne University 2003 — 2007
Bachelor of Science (BS), Economics/Marketing
GMO August 2014 - Present
PanAgora Asset Management May 2010 - August 2014
State Street Corporation May 2008 - May 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, Business Analysis
Education
Northeastern University 2010 — 2012
Master of Science (MS), Finance
Duquesne University 2003 — 2007
Bachelor of Science (BS), Economics/Marketing
Jeffrey P. Davis, CFA's PanAgora Asset Management Experience October 1987 - November 1992
Job Chief Investment Officer at LMCG Investments
Industry Investment Management
Experience
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
Jonathan Birtwell's PanAgora Asset Management Experience March 2012 - August 2014
Job Associate Portfolio Manager at Natixis Asset Management
Industry Investment Management
Experience
Natixis Asset Management August 2014 - Present
PanAgora Asset Management March 2012 - August 2014
Direxion Investments April 2009 - March 2012
Manulife Financial May 2006 - April 2009
Skills
Series 7, Series 63, Series 65, Series 3, Hedge Funds, Securities, FINRA, Trading Systems, Trading, Equity Trading, Electronic Trading, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Allocation, Mutual Funds
Education
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Natixis Asset Management August 2014 - Present
PanAgora Asset Management March 2012 - August 2014
Direxion Investments April 2009 - March 2012
Manulife Financial May 2006 - April 2009
Skills
Series 7, Series 63, Series 65, Series 3, Hedge Funds, Securities, FINRA, Trading Systems, Trading, Equity Trading, Electronic Trading, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Allocation, Mutual Funds
Education
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Paul Giacoia's PanAgora Asset Management Experience 2007 - Present
Job Portfolio Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management 2007 - Present
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Management, Alternative Investments, Mutual Funds, Equities, Microsoft Office, Asset Management, Product Management, Product Development, Client Relations Skills, Investments, Hedge Funds, Customer Service, Securities, Fund Accounting, Analysis, Financial Services
Education
Creighton University 2010 — 2015
MS, Investment Management and Financial Analysis
University of Massachusetts, Amherst 1995 — 1999
BA, Communications
PanAgora Asset Management 2007 - Present
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Management, Alternative Investments, Mutual Funds, Equities, Microsoft Office, Asset Management, Product Management, Product Development, Client Relations Skills, Investments, Hedge Funds, Customer Service, Securities, Fund Accounting, Analysis, Financial Services
Education
Creighton University 2010 — 2015
MS, Investment Management and Financial Analysis
University of Massachusetts, Amherst 1995 — 1999
BA, Communications
Souchitra Vongsomphou's PanAgora Asset Management Experience July 2008 - Present
Job Investment Associate
Industry Financial Services
Experience
PanAgora Asset Management July 2008 - Present
Caterstaff of Boston November 2005 - Present
State Street Bank and Trust June 2007 - July 2008
Skills
Bloomberg, Fixed Income, Asset Managment, Investments, Financial Modeling, Securities
Education
Johnson & Wales University 2008 — 2010
Associate in Science, Culinary Arts
Boston University
Bachelor of Arts, Economics and Mathematics
PanAgora Asset Management July 2008 - Present
Caterstaff of Boston November 2005 - Present
State Street Bank and Trust June 2007 - July 2008
Skills
Bloomberg, Fixed Income, Asset Managment, Investments, Financial Modeling, Securities
Education
Johnson & Wales University 2008 — 2010
Associate in Science, Culinary Arts
Boston University
Bachelor of Arts, Economics and Mathematics
Julie Cobis's PanAgora Asset Management Experience March 2012 - Present
Job Relationship Manager at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management March 2012 - Present
PanAgora Asset Management January 2008 - March 2012
Putnam Investments August 2006 - January 2008
Putnam Investments August 2003 - August 2006
Education
Boston University 1994 — 1998
B.A., Communication, Spec. Public Relations
PanAgora Asset Management March 2012 - Present
PanAgora Asset Management January 2008 - March 2012
Putnam Investments August 2006 - January 2008
Putnam Investments August 2003 - August 2006
Education
Boston University 1994 — 1998
B.A., Communication, Spec. Public Relations
Shashi Naik, CFA's PanAgora Asset Management Experience June 2007 - January 2010
Job at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management March 2013 - Present
Geode Capital Management September 2010 - February 2013
PanAgora Asset Management June 2007 - January 2010
Education
Boston University 2006 — 2007
M.A, Mathematical Finance
University of Pune 1998 — 2000
MBA
Geode Capital Management March 2013 - Present
Geode Capital Management September 2010 - February 2013
PanAgora Asset Management June 2007 - January 2010
Education
Boston University 2006 — 2007
M.A, Mathematical Finance
University of Pune 1998 — 2000
MBA
Shanna Rossi's PanAgora Asset Management Experience November 1997 - September 1999
Job Vice President Global Benefits Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Chuck LeVine's PanAgora Asset Management Experience 1991 - 1996
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2000 - Present
Independence Investments 1996 - 2000
PanAgora Asset Management 1991 - 1996
Skills
Equities, Portfolio Management, Asset Management, Investments, Investment Management, Bloomberg, Financial Services
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
St. Lawrence University 1985 — 1989
BA, Economics
State Street Global Advisors November 2000 - Present
Independence Investments 1996 - 2000
PanAgora Asset Management 1991 - 1996
Skills
Equities, Portfolio Management, Asset Management, Investments, Investment Management, Bloomberg, Financial Services
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
St. Lawrence University 1985 — 1989
BA, Economics
David Jonas's PanAgora Asset Management Experience May 2000 - October 2004
Job Senior Managing Director at Whitebox Advisors LLC
Industry Investment Management
Experience
Whitebox Advisors LLC May 2014 - Present
Whitebox Advisors LLC October 2013 - May 2014
Finisterre Capital January 2008 - August 2013
Van Eck Global November 2004 - July 2006
PanAgora Asset Management May 2000 - October 2004
Neuberger Berman June 1994 - May 2000
Morgan Stanley September 1989 - August 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Asset Managment, Mutual Funds, Portfolio Management, Bonds, Investment Management, Investment Strategies, Equities, Fund Of Funds, Investments, Series 63, Securities, Series 7
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance & Management of Organizations
Wesleyan University 1986 — 1989
BA, Government
Whitebox Advisors LLC May 2014 - Present
Whitebox Advisors LLC October 2013 - May 2014
Finisterre Capital January 2008 - August 2013
Van Eck Global November 2004 - July 2006
PanAgora Asset Management May 2000 - October 2004
Neuberger Berman June 1994 - May 2000
Morgan Stanley September 1989 - August 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Asset Managment, Mutual Funds, Portfolio Management, Bonds, Investment Management, Investment Strategies, Equities, Fund Of Funds, Investments, Series 63, Securities, Series 7
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance & Management of Organizations
Wesleyan University 1986 — 1989
BA, Government
Anthony Patsicostas, CFA, FRM's PanAgora Asset Management Experience March 2010 - March 2012
Job Quantitative Software Developer
Industry Investment Management
Experience
Man Numeric May 2015 - Present
Acadian Asset Management August 2014 - Present
Acadian Asset Management June 2013 - August 2014
Acadian Asset Management May 2011 - June 2013
PanAgora Asset Management March 2010 - March 2012
PanAgora Asset Management October 2007 - March 2009
Skills
Performance Attribution, Performance Measurement, SQL, Fixed Income, SSIS, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, VBScript, Risk Analysis, Options, Python, C#, Asset Management
Education
Boston University Metropolitan College 2007 — 2008
Certificate, Database Management Systems and Business Intelligence
Boston University Questrom School of Business 1999 — 2003
BSBA, Finance / Economics
Man Numeric May 2015 - Present
Acadian Asset Management August 2014 - Present
Acadian Asset Management June 2013 - August 2014
Acadian Asset Management May 2011 - June 2013
PanAgora Asset Management March 2010 - March 2012
PanAgora Asset Management October 2007 - March 2009
Skills
Performance Attribution, Performance Measurement, SQL, Fixed Income, SSIS, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, VBScript, Risk Analysis, Options, Python, C#, Asset Management
Education
Boston University Metropolitan College 2007 — 2008
Certificate, Database Management Systems and Business Intelligence
Boston University Questrom School of Business 1999 — 2003
BSBA, Finance / Economics
Chase Eschauzier's PanAgora Asset Management Experience May 2000 - October 2004
Job Assistant Principal at Sudbury Public Schools
Industry Education Management
Experience
Sudbury Public Schools July 2013 - Present
Milton Public Schools August 2007 - July 2013
Milton Public Schools August 2007 - July 2013
Milton Public Schools August 2008 - June 2010
Jackson Elementary School August 2005 - August 2007
PanAgora Asset Management May 2000 - October 2004
PanAgora Asset Management May 2000 - July 2004
Skills
Curriculum Design, Staff Development, Teaching, Classroom, Special Education, Differentiated..., Social Studies, Microsoft Excel, Educational Leadership, Curriculum Development, IEP, Classroom Management, PowerPoint, Management, Elementary Education
Education
Simmons College 2004 — 2005
MAT, Elementary Education
Connecticut College 1993 — 1997
BA, Studio Art
Sudbury Public Schools July 2013 - Present
Milton Public Schools August 2007 - July 2013
Milton Public Schools August 2007 - July 2013
Milton Public Schools August 2008 - June 2010
Jackson Elementary School August 2005 - August 2007
PanAgora Asset Management May 2000 - October 2004
PanAgora Asset Management May 2000 - July 2004
Skills
Curriculum Design, Staff Development, Teaching, Classroom, Special Education, Differentiated..., Social Studies, Microsoft Excel, Educational Leadership, Curriculum Development, IEP, Classroom Management, PowerPoint, Management, Elementary Education
Education
Simmons College 2004 — 2005
MAT, Elementary Education
Connecticut College 1993 — 1997
BA, Studio Art
Jenna Kim's PanAgora Asset Management Experience January 2013 - Present
Job Portfolio Associate at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2013 - Present
Brighton House Associates July 2011 - December 2012
Parker Point Capital, LLC July 2010 - July 2011
Parker Point Capital, LLC March 2010 - August 2010
GunnAllen Financial May 2009 - August 2009
Applied Personnel Research September 2008 - May 2009
Courter, Kobert, and Cohen, P.C. May 2005 - August 2007
Skills
Alternative Investments, Investments, Investor Relations, Hedge Funds
Education
Brandeis University 2006 — 2010
PanAgora Asset Management January 2013 - Present
Brighton House Associates July 2011 - December 2012
Parker Point Capital, LLC July 2010 - July 2011
Parker Point Capital, LLC March 2010 - August 2010
GunnAllen Financial May 2009 - August 2009
Applied Personnel Research September 2008 - May 2009
Courter, Kobert, and Cohen, P.C. May 2005 - August 2007
Skills
Alternative Investments, Investments, Investor Relations, Hedge Funds
Education
Brandeis University 2006 — 2010
Sanjoy Ghosh's PanAgora Asset Management Experience 2004 - 2013
Job Chief Investment Officer at Covestor (Interactive Brokers)
Industry Investment Management
Experience
Covestor (Interactive Brokers) 2013 - Present
PanAgora Asset Management 2004 - 2013
Putnam Investments 2000 - 2004
Skills
Portfolio Management, Investment Strategies, Strategic Leadership, Investments, Equities, CIO, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Ph.D, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MSC, Finance
Colgate University 1992 — 1996
BA, Math, Economics
Covestor (Interactive Brokers) 2013 - Present
PanAgora Asset Management 2004 - 2013
Putnam Investments 2000 - 2004
Skills
Portfolio Management, Investment Strategies, Strategic Leadership, Investments, Equities, CIO, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Ph.D, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MSC, Finance
Colgate University 1992 — 1996
BA, Math, Economics
Huiyu (Evelyn) Huang's PanAgora Asset Management Experience July 2007 - June 2010
Job GMO Emerging Markets
Industry Investment Management
Experience
GMO July 2010 - Present
PanAgora Asset Management July 2007 - June 2010
Skills
Quantitative Finance, Portfolio Management
Education
University of California, Riverside 2002 — 2007
Ph.D., Economics
Peking University 1995 — 2002
B.S. and M.S., Mathematics
GMO July 2010 - Present
PanAgora Asset Management July 2007 - June 2010
Skills
Quantitative Finance, Portfolio Management
Education
University of California, Riverside 2002 — 2007
Ph.D., Economics
Peking University 1995 — 2002
B.S. and M.S., Mathematics
Christopher Tsapatsaris's PanAgora Asset Management Experience 2014 - Present
Job Associate, Investment Operations at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management 2014 - Present
The Bank of New York Mellon 2011 - 2014
Fidelity Investments 2010 - 2011
The Bank of New York Mellon 2009 - 2010
Skills
Investments, DTC, Euroclear, Account Reconciliation, Trade Finance, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Global Custody, Equities, Microsoft Office, PowerPoint, Microsoft Excel, Series 7
Education
Northeastern University
MBA & MSF
Roger Williams University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
PanAgora Asset Management 2014 - Present
The Bank of New York Mellon 2011 - 2014
Fidelity Investments 2010 - 2011
The Bank of New York Mellon 2009 - 2010
Skills
Investments, DTC, Euroclear, Account Reconciliation, Trade Finance, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Global Custody, Equities, Microsoft Office, PowerPoint, Microsoft Excel, Series 7
Education
Northeastern University
MBA & MSF
Roger Williams University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
daniel morillo's PanAgora Asset Management Experience 2000 - 2003
Job Managing Director at Incapture
Industry Investment Management
Experience
Incapture March 2014 - Present
BlackRock January 2013 - February 2014
BlackRock December 2010 - December 2012
BGI August 2004 - April 2011
PanAgora Asset Management 2000 - 2003
Skills
Quantitative Analytics, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Portfolio Optimization, Statistical Modeling, Programming, Client Relations Skills
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Ph.D., Economics, Econometrics
Incapture March 2014 - Present
BlackRock January 2013 - February 2014
BlackRock December 2010 - December 2012
BGI August 2004 - April 2011
PanAgora Asset Management 2000 - 2003
Skills
Quantitative Analytics, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Portfolio Optimization, Statistical Modeling, Programming, Client Relations Skills
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Ph.D., Economics, Econometrics
Charles Sroczynski's PanAgora Asset Management Experience July 2011 - Present
Job Software Developer Business Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management July 2011 - Present
Arrowstreet Capital January 2011 - June 2012
Secretary of the Commonwealth May 2009 - December 2010
Independence Investments October 1996 - April 2009
Computervision 1982 - 1994
Skills
SSRS, Visual Studio, Microsoft SQL Server, C#, Crystal Reports, Visual Basic, Unix, Unix Shell Scripting, SQL, SSIS
Education
NJIT 1968 — 1975
BSCE, Engineering and Computers
PanAgora Asset Management July 2011 - Present
Arrowstreet Capital January 2011 - June 2012
Secretary of the Commonwealth May 2009 - December 2010
Independence Investments October 1996 - April 2009
Computervision 1982 - 1994
Skills
SSRS, Visual Studio, Microsoft SQL Server, C#, Crystal Reports, Visual Basic, Unix, Unix Shell Scripting, SQL, SSIS
Education
NJIT 1968 — 1975
BSCE, Engineering and Computers
Charles Hsu's PanAgora Asset Management Experience September 2011 - Present
Job Senior Compliance Associate at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management September 2011 - Present
PanAgora Asset Management April 2007 - September 2011
Skills
Equities, Alternative Investments, Fixed Income
Education
Bentley University
PanAgora Asset Management September 2011 - Present
PanAgora Asset Management April 2007 - September 2011
Skills
Equities, Alternative Investments, Fixed Income
Education
Bentley University
Lingjie Ma's PanAgora Asset Management Experience 2003 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
BMO Asset Management 2009 - Present
Deutsche Asset Management 2007 - 2009
Northern Trust 2006 - 2007
PanAgora Asset Management 2003 - 2006
Skills
Statistical Arbitrage, Quantitative Finance, Quantitative Analysis, Portfolio Management, Hedge Funds, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Doctor of Philosophy (Ph.D.), Economics
University of Illinois at Urbana-Champaign 2000 — 2004
Master of Science (M.S.), Statistics
BMO Asset Management 2009 - Present
Deutsche Asset Management 2007 - 2009
Northern Trust 2006 - 2007
PanAgora Asset Management 2003 - 2006
Skills
Statistical Arbitrage, Quantitative Finance, Quantitative Analysis, Portfolio Management, Hedge Funds, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Doctor of Philosophy (Ph.D.), Economics
University of Illinois at Urbana-Champaign 2000 — 2004
Master of Science (M.S.), Statistics
Stephanie Ackerman's PanAgora Asset Management Experience July 2010 - Present
Job Senior Compliance Associate at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management July 2010 - Present
Numeric Investors November 2007 - June 2010
brown brothers harriman 2003 - 2006
brown brothers harriman July 2001 - June 2003
Skills
Securities, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Bloomberg, Equities, Financial Services
Education
University of Texas at Brownsville 1999 — 2001
MBA
Johnson State College 1989 — 1993
Bachelor of Arts (BA), Psychology
PanAgora Asset Management July 2010 - Present
Numeric Investors November 2007 - June 2010
brown brothers harriman 2003 - 2006
brown brothers harriman July 2001 - June 2003
Skills
Securities, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Bloomberg, Equities, Financial Services
Education
University of Texas at Brownsville 1999 — 2001
MBA
Johnson State College 1989 — 1993
Bachelor of Arts (BA), Psychology
Rajeev R. Sharan's PanAgora Asset Management Experience June 2012 - September 2012
Job Director at Aspiriant Investment Risk Management (Investment Strategy and Research)
Industry Investment Management
Experience
Aspiriant April 2013 - Present
PanAgora Asset Management June 2012 - September 2012
Standard Chartered Bank October 2010 - December 2011
Deutsche Bank October 2007 - September 2010
Dun & Bradstreet 2006 - 2007
Fractal Analytics February 2005 - August 2006
Skills
Quantitative Finance,..., Team Leadership, Forecasting, FX, Financial Engineering, Derivatives, Model..., Derivatives, Statistical Arbitrage, Financial Risk..., Fixed Income, Tail Risk Hedging, Municipal Bonds, Equities, Portfolio Management, Risk Management, Financial Risk, Asset Management, Bloomberg, Banking, FX Options, Investment Banking, Options
Education
UCLA Anderson School of Management
MFE, Quantitative Finance
Jawaharlal Nehru Vishvavidyalaya
M.Phil, Economics
Jawaharlal Nehru Vishvavidyalaya
M.A, Economics
Aspiriant April 2013 - Present
PanAgora Asset Management June 2012 - September 2012
Standard Chartered Bank October 2010 - December 2011
Deutsche Bank October 2007 - September 2010
Dun & Bradstreet 2006 - 2007
Fractal Analytics February 2005 - August 2006
Skills
Quantitative Finance,..., Team Leadership, Forecasting, FX, Financial Engineering, Derivatives, Model..., Derivatives, Statistical Arbitrage, Financial Risk..., Fixed Income, Tail Risk Hedging, Municipal Bonds, Equities, Portfolio Management, Risk Management, Financial Risk, Asset Management, Bloomberg, Banking, FX Options, Investment Banking, Options
Education
UCLA Anderson School of Management
MFE, Quantitative Finance
Jawaharlal Nehru Vishvavidyalaya
M.Phil, Economics
Jawaharlal Nehru Vishvavidyalaya
M.A, Economics
Edward Qian's PanAgora Asset Management Experience May 2007 - Present
Job CIO and Head of Research, Multi Asset, PanAgora
Industry Investment Management
Experience
PanAgora Asset Management May 2007 - Present
PanAgora Asset Management January 2005 - Present
2100 Capital Group July 2004 - December 2004
Putnam Investments February 1998 - June 2004
Back Bay Advisors October 1996 - December 1998
MIT August 1994 - July 1996
Skills
Quantitative Finance, Portfolio Optimization, Hedge Funds, Quantitative Analytics, Fixed Income, Asset Allocation, Derivatives, Equities, Bloomberg, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Creator of Risk Parity
Education
FSU 1986 — 1993
PhD
National Science Academy of China 1983 — 1986
Master's degree
Peking University 1979 — 1983
Bachelor's degree
PanAgora Asset Management May 2007 - Present
PanAgora Asset Management January 2005 - Present
2100 Capital Group July 2004 - December 2004
Putnam Investments February 1998 - June 2004
Back Bay Advisors October 1996 - December 1998
MIT August 1994 - July 1996
Skills
Quantitative Finance, Portfolio Optimization, Hedge Funds, Quantitative Analytics, Fixed Income, Asset Allocation, Derivatives, Equities, Bloomberg, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Creator of Risk Parity
Education
FSU 1986 — 1993
PhD
National Science Academy of China 1983 — 1986
Master's degree
Peking University 1979 — 1983
Bachelor's degree
Derrick Fung's PanAgora Asset Management Experience July 2013 - December 2013
Job Motivated and talented finance savvy professional looking for a challenge!
Industry Financial Services
Experience
88 Trading Corp. September 2014 - Present
PanAgora Asset Management July 2013 - December 2013
MFS Investment Management July 2012 - December 2012
Northeastern University January 2012 - May 2012
88 Trading Corp. June 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, Marketing, Social Media, Microsoft Word, Access, Photoshop, English, Windows, Outlook, Budgets, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Northeastern University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Marketing
Stuyvesant High School 2006 — 2010
High School Diploma, General
88 Trading Corp. September 2014 - Present
PanAgora Asset Management July 2013 - December 2013
MFS Investment Management July 2012 - December 2012
Northeastern University January 2012 - May 2012
88 Trading Corp. June 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, Marketing, Social Media, Microsoft Word, Access, Photoshop, English, Windows, Outlook, Budgets, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Northeastern University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Marketing
Stuyvesant High School 2006 — 2010
High School Diploma, General
Jennifer Donlon's PanAgora Asset Management Experience February 2013 - Present
Job Investment Management Attorney
Industry Financial Services
Experience
PanAgora Asset Management February 2013 - Present
Axiom July 2011 - February 2013
PricewaterhouseCoopers October 2010 - May 2011
Upromise Investments, Inc. April 2010 - August 2010
LPL Financial October 2007 - December 2008
K&L Gates February 2005 - October 2007
Testa, Hurwitz & Thibeault, LLP September 2003 - January 2005
PricewaterhouseCoopers September 1997 - August 2000
Education
Northwestern University School of Law 2000 — 2003
JD
Boston College 1993 — 1997
BS
PanAgora Asset Management February 2013 - Present
Axiom July 2011 - February 2013
PricewaterhouseCoopers October 2010 - May 2011
Upromise Investments, Inc. April 2010 - August 2010
LPL Financial October 2007 - December 2008
K&L Gates February 2005 - October 2007
Testa, Hurwitz & Thibeault, LLP September 2003 - January 2005
PricewaterhouseCoopers September 1997 - August 2000
Education
Northwestern University School of Law 2000 — 2003
JD
Boston College 1993 — 1997
BS
Eric Mathieu's PanAgora Asset Management Experience November 2014 - Present
Job Private Fund Operations Manager at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management November 2014 - Present
PanAgora Asset Management November 2008 - November 2014
State Street May 2000 - November 2008
Skills
Securities, Corporate Actions, Mutual Funds, Fixed Income, Bloomberg, Equities, Asset Management, Investment Management, Alternative Investments, Derivatives, Fund Accounting, Valuation, Risk Management, Business Analysis, Accounting, Options, Microsoft Excel
Education
Boston University 2011 — 2012
Certificate, Financial Planning
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, Finance/Taxation
Bentley University 1995 — 2000
BS, Finance
Central Catholic High School 1991 — 1995
Diploma
PanAgora Asset Management November 2014 - Present
PanAgora Asset Management November 2008 - November 2014
State Street May 2000 - November 2008
Skills
Securities, Corporate Actions, Mutual Funds, Fixed Income, Bloomberg, Equities, Asset Management, Investment Management, Alternative Investments, Derivatives, Fund Accounting, Valuation, Risk Management, Business Analysis, Accounting, Options, Microsoft Excel
Education
Boston University 2011 — 2012
Certificate, Financial Planning
Suffolk University - Sawyer School of Management 2007 — 2009
MBA, Finance/Taxation
Bentley University 1995 — 2000
BS, Finance
Central Catholic High School 1991 — 1995
Diploma
Ryan Paradis's PanAgora Asset Management Experience September 2014 - Present
Job Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management September 2014 - Present
PanAgora Asset Management December 2012 - September 2014
BNY Mellon September 2011 - December 2012
The Bank of New York Mellon July 2010 - October 2011
Skills
Mutual Funds, FX Operations, Trade Operations, Fund Accounting, Financial Services, CMS, IAS, Account Reconciliation, CRD, Starrs accouting..., Microsoft Excel, Equities, SQL, Analysis
Education
Nichols College 2006 — 2010
BSBA, Finance and Accounting
PanAgora Asset Management September 2014 - Present
PanAgora Asset Management December 2012 - September 2014
BNY Mellon September 2011 - December 2012
The Bank of New York Mellon July 2010 - October 2011
Skills
Mutual Funds, FX Operations, Trade Operations, Fund Accounting, Financial Services, CMS, IAS, Account Reconciliation, CRD, Starrs accouting..., Microsoft Excel, Equities, SQL, Analysis
Education
Nichols College 2006 — 2010
BSBA, Finance and Accounting
Jason Luft, CFA, CIPM's PanAgora Asset Management Experience January 2012 - Present
Job Performance Analytics at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2012 - Present
Standish Mellon Asset Management April 2011 - January 2012
Mellon Capital Management January 2009 - November 2010
Franklin Portfolio Associates (BNY Mellon) December 2006 - December 2008
Mellon Financial Corp December 2005 - December 2006
Global Securities Services October 2000 - August 2004
Skills
Investment Management, Financial Services, Pricing, Performance Measurement, Client Services, Hedge Funds, Financial Analysis, Auditing, Compliance, client service, Project Management, Programming, SQL, Performance Attribution, Performance Benchmarking, GIPS, multi-asset, Stored Procedures, Relational Databases
Education
Lehigh University
B.S, Finance
University of Massachusetts Boston
MBA, Business Administration - General
Newark High School
PanAgora Asset Management January 2012 - Present
Standish Mellon Asset Management April 2011 - January 2012
Mellon Capital Management January 2009 - November 2010
Franklin Portfolio Associates (BNY Mellon) December 2006 - December 2008
Mellon Financial Corp December 2005 - December 2006
Global Securities Services October 2000 - August 2004
Skills
Investment Management, Financial Services, Pricing, Performance Measurement, Client Services, Hedge Funds, Financial Analysis, Auditing, Compliance, client service, Project Management, Programming, SQL, Performance Attribution, Performance Benchmarking, GIPS, multi-asset, Stored Procedures, Relational Databases
Education
Lehigh University
B.S, Finance
University of Massachusetts Boston
MBA, Business Administration - General
Newark High School
Christine Jaeger's PanAgora Asset Management Experience August 2013 - March 2015
Job Plymouth Public Schools
Industry Education Management
Experience
Plymouth Public Schools March 2015 - Present
PanAgora Asset Management August 2013 - March 2015
Putnam Investments September 2011 - August 2013
Putnam Investments June 2009 - September 2011
Putnam Investments January 2008 - August 2008
Plimoth Plantation May 2007 - August 2007
Education
Merrimack College 2005 — 2009
Bachelor of Science (BS), Finance, Economics
Plymouth Public Schools March 2015 - Present
PanAgora Asset Management August 2013 - March 2015
Putnam Investments September 2011 - August 2013
Putnam Investments June 2009 - September 2011
Putnam Investments January 2008 - August 2008
Plimoth Plantation May 2007 - August 2007
Education
Merrimack College 2005 — 2009
Bachelor of Science (BS), Finance, Economics
Mike Schlictman's PanAgora Asset Management Experience July 2011 - August 2011
Job Associate at Paramount Lodging Advisors
Industry Real Estate
Experience
Paramount Lodging Advisors July 2014 - Present
Kleinfelder August 2011 - June 2013
PanAgora Asset Management July 2011 - August 2011
Lando & Anastasi, LLP November 2010 - June 2011
CRE Rentals August 2006 - August 2010
Indiana Daily Student Newspaper June 2008 - December 2008
Skills
Continuous Improvement, Financial Reporting, Databases, Training, Testing, Invoicing, Fixed Assets, Accounting, Access, Teamwork, Microsoft Excel, Process Improvement, Forecasting, Spreadsheets, Analysis, Website Creation, Real Estate Financing, Commercial Real Estate, Financial Analysis, Website Development, Property Management, Personal Finance, Interest Rate..., Finance, Microsoft Office, Management, Budgets
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Supply Chain Management, Operations, Logistics, Management
Paramount Lodging Advisors July 2014 - Present
Kleinfelder August 2011 - June 2013
PanAgora Asset Management July 2011 - August 2011
Lando & Anastasi, LLP November 2010 - June 2011
CRE Rentals August 2006 - August 2010
Indiana Daily Student Newspaper June 2008 - December 2008
Skills
Continuous Improvement, Financial Reporting, Databases, Training, Testing, Invoicing, Fixed Assets, Accounting, Access, Teamwork, Microsoft Excel, Process Improvement, Forecasting, Spreadsheets, Analysis, Website Creation, Real Estate Financing, Commercial Real Estate, Financial Analysis, Website Development, Property Management, Personal Finance, Interest Rate..., Finance, Microsoft Office, Management, Budgets
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Supply Chain Management, Operations, Logistics, Management
Richard Evans, CFA's PanAgora Asset Management Experience April 2008 - April 2009
Job Manager, FI performance and attribution at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
John Hancock Financial Services May 2015 - Present
State Street September 2010 - April 2015
PanAgora Asset Management April 2008 - April 2009
MFC Global Investment Management 2006 - 2008
JP Morgan Chase January 2003 - March 2006
Skills
VBA, Economics, Trading Systems, Performance Metrics
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Kathy Frey's PanAgora Asset Management Experience April 2012 - November 2013
Job EPMO Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
Greg Franzblau's PanAgora Asset Management Experience January 2009 - June 2009
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Merrill Lynch January 2011 - June 2011
GE Aviation January 2010 - June 2010
PanAgora Asset Management January 2009 - June 2009
Education
Northeastern University 2007 — 2012
J.P. Morgan June 2012 - Present
Merrill Lynch January 2011 - June 2011
GE Aviation January 2010 - June 2010
PanAgora Asset Management January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Paul R Samuelson's PanAgora Asset Management Experience March 1993 - March 1998
Job Chief Investment Officer at LifeYield, LLC
Industry Financial Services
Experience
LifeYield, LLC March 2008 - Present
Upstream Technologies LLC March 2002 - June 2007
PanAgora Asset Management March 1993 - March 1998
Education
M.I.T. 1981 — 1986
PhD, Finance
Williams College 1973 — 1975
BA, English
LifeYield, LLC March 2008 - Present
Upstream Technologies LLC March 2002 - June 2007
PanAgora Asset Management March 1993 - March 1998
Education
M.I.T. 1981 — 1986
PhD, Finance
Williams College 1973 — 1975
BA, English
James Alberto's PanAgora Asset Management Experience April 2008 - Present
Job Analyst/Lead Developer at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management April 2008 - Present
Franklin Portfolio Associates April 2007 - April 2008
PanAgora Asset Management April 2003 - April 2007
Independence Investments Associates March 1997 - April 2003
Education
Bryant College 1984 — 1989
Bachelor's degree, Finance
PanAgora Asset Management April 2008 - Present
Franklin Portfolio Associates April 2007 - April 2008
PanAgora Asset Management April 2003 - April 2007
Independence Investments Associates March 1997 - April 2003
Education
Bryant College 1984 — 1989
Bachelor's degree, Finance
Raymond Tian's PanAgora Asset Management Experience October 2014 - Present
Job Equity Research Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management October 2014 - Present
The Comprehensive Transplant Center, The Johns Hopkins Hospital January 2014 - January 2014
HSBC Global Banking and Markets June 2012 - August 2012
China National Information Science Laboratory, Tsinghua University June 2011 - August 2011
Northern International Trust Co,. LTD May 2010 - August 2010
Skills
Bloomberg, Equities, Risk Management, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Quantitative Research, SAS, Python, Matlab, SQL, VBA, Portfolio Management
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Finance, General
Indiana University Bloomington 2010 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
PanAgora Asset Management October 2014 - Present
The Comprehensive Transplant Center, The Johns Hopkins Hospital January 2014 - January 2014
HSBC Global Banking and Markets June 2012 - August 2012
China National Information Science Laboratory, Tsinghua University June 2011 - August 2011
Northern International Trust Co,. LTD May 2010 - August 2010
Skills
Bloomberg, Equities, Risk Management, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Quantitative Research, SAS, Python, Matlab, SQL, VBA, Portfolio Management
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Finance, General
Indiana University Bloomington 2010 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
Kenneth Binsack's PanAgora Asset Management Experience 1992 - 1993
Job Director Financial Analysis at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services August 2015 - Present
Liberty Mutual Insurance - Personal Insurance August 2013 - July 2015
Liberty Mutual Insurance January 2008 - July 2013
Liberty Mutual Insurance June 2005 - December 2007
PanAgora Asset Management 1992 - 1993
Skills
Financial Analysis, Strategic Financial..., Financial Modeling
Education
Northwestern University 2014 — 2016
Master of Science in Predictive Analytics, Predictive Analytics
Northeastern University 2001 — 2004
MBA/MS in Finance, Finance
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science (BS), General Management
John Hancock Financial Services August 2015 - Present
Liberty Mutual Insurance - Personal Insurance August 2013 - July 2015
Liberty Mutual Insurance January 2008 - July 2013
Liberty Mutual Insurance June 2005 - December 2007
PanAgora Asset Management 1992 - 1993
Skills
Financial Analysis, Strategic Financial..., Financial Modeling
Education
Northwestern University 2014 — 2016
Master of Science in Predictive Analytics, Predictive Analytics
Northeastern University 2001 — 2004
MBA/MS in Finance, Finance
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science (BS), General Management
Xuyang Ma's PanAgora Asset Management Experience July 2014 - Present
Job Research Analytics at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management July 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Public Speaking, Financial Analysis, Accounting, Banking, Economics, Teaching, SPSS, Data Analysis, Statistics
Education
University of Washington 2009 — 2014
Doctor of Philosophy (PhD), Economics; Computational Finance
Tsinghua University 2004 — 2008
Bachelor of Science (BS), Finance
PanAgora Asset Management July 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Public Speaking, Financial Analysis, Accounting, Banking, Economics, Teaching, SPSS, Data Analysis, Statistics
Education
University of Washington 2009 — 2014
Doctor of Philosophy (PhD), Economics; Computational Finance
Tsinghua University 2004 — 2008
Bachelor of Science (BS), Finance
Nianqiu(Rachel) Xiao's PanAgora Asset Management Experience September 2014 - July 2015
Job Research Analyst at State Street Associates
Industry Financial Services
Experience
State Street July 2015 - Present
PanAgora Asset Management September 2014 - July 2015
Boston University September 2013 - January 2015
Acadian Asset Management May 2014 - August 2014
Rouen Business School September 2012 - December 2012
Education
Boston University 2013 — 2015
M.S., Mathematical Finance
Wuhan University 2009 — 2013
Bachelor's degree, Financial Engineering, 3.7
Rouen Business School / ESC Rouen 2012 — 2012
State Street July 2015 - Present
PanAgora Asset Management September 2014 - July 2015
Boston University September 2013 - January 2015
Acadian Asset Management May 2014 - August 2014
Rouen Business School September 2012 - December 2012
Education
Boston University 2013 — 2015
M.S., Mathematical Finance
Wuhan University 2009 — 2013
Bachelor's degree, Financial Engineering, 3.7
Rouen Business School / ESC Rouen 2012 — 2012
Amanda Zagame's PanAgora Asset Management Experience June 2011 - July 2013
Job
Industry Research
Experience
Arbella Insurance Group July 2013 - August 2014
PanAgora Asset Management June 2011 - July 2013
Boston University September 2011 - December 2012
Bryant University September 2009 - May 2011
CVS Caremark Corporation September 2009 - March 2011
CVS Caremark Corporation June 2009 - August 2009
Skills
Actuarial Exams, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Data Mining, Applied Mathematics, Statistics, Microsoft Office, SAS Base, SAS E-Miner, R, SQL, Bloomberg Terminal, University Teaching, Peer Tutoring
Education
Brown University 2014 — 2020
Doctor of Philosophy (Ph.D.), Sociology
Boston University 2011 — 2013
Master of Arts (M.A.), Mathematics and Statistics
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Arbella Insurance Group July 2013 - August 2014
PanAgora Asset Management June 2011 - July 2013
Boston University September 2011 - December 2012
Bryant University September 2009 - May 2011
CVS Caremark Corporation September 2009 - March 2011
CVS Caremark Corporation June 2009 - August 2009
Skills
Actuarial Exams, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Data Mining, Applied Mathematics, Statistics, Microsoft Office, SAS Base, SAS E-Miner, R, SQL, Bloomberg Terminal, University Teaching, Peer Tutoring
Education
Brown University 2014 — 2020
Doctor of Philosophy (Ph.D.), Sociology
Boston University 2011 — 2013
Master of Arts (M.A.), Mathematics and Statistics
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Tom Belton's PanAgora Asset Management Experience May 2012 - August 2012
Job Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group June 2013 - Present
PanAgora Asset Management May 2012 - August 2012
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Economics
Loyola Academy 2005 — 2009
Eze Software Group June 2013 - Present
PanAgora Asset Management May 2012 - August 2012
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Economics
Loyola Academy 2005 — 2009
Wilson S. Berglund, Jr. CFA's PanAgora Asset Management Experience February 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
Chase Eschauzier's PanAgora Asset Management Experience May 2000 - July 2004
Job Assistant Principal at Duxbury Public Schools
Industry Education Management
Experience
Duxbury Public Schools September 2014 - Present
Sudbury Public Schools August 2013 - August 2014
Milton Public Schools August 2007 - July 2013
Mansfield Public Schools August 2005 - July 2007
PanAgora Asset Management May 2000 - July 2004
Education
Bridgewater State University 2010 — 2012
CAGS, Educational Leadership and Administration, General
Simmons College 2004 — 2005
Master of Arts (M.A.), Teaching
Connecticut College 1993 — 1997
Bachelor of Arts (B.A.), Studio Art
Duxbury Public Schools September 2014 - Present
Sudbury Public Schools August 2013 - August 2014
Milton Public Schools August 2007 - July 2013
Mansfield Public Schools August 2005 - July 2007
PanAgora Asset Management May 2000 - July 2004
Education
Bridgewater State University 2010 — 2012
CAGS, Educational Leadership and Administration, General
Simmons College 2004 — 2005
Master of Arts (M.A.), Teaching
Connecticut College 1993 — 1997
Bachelor of Arts (B.A.), Studio Art
Xiao Chen's PanAgora Asset Management Experience July 2015 - Present
Job Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management July 2015 - Present
Fidelity Investments December 2014 - February 2015
Quantitative Management Associates LLC (QMA) September 2014 - October 2014
State Development & Investment Corporation December 2013 - April 2014
China Reinsurance Group Company April 2013 - June 2013
Skills
Matlab, C++, Bloomberg, Financial Modeling, Analysis, SPSS, Eviews, Microsoft Excel, Finance, Quantitative Finance, Corporate Finance, R, Data Analysis, Risk Management, C#
Education
Massachusetts Institute of Technology 2014 — 2015
Finance, General, Master of Science (MS)(4.8/5.0)
Central University of Finance and Economics 2010 — 2014
Financial Engineering, Bachelor of Science (BS)(90.2/100)
PanAgora Asset Management July 2015 - Present
Fidelity Investments December 2014 - February 2015
Quantitative Management Associates LLC (QMA) September 2014 - October 2014
State Development & Investment Corporation December 2013 - April 2014
China Reinsurance Group Company April 2013 - June 2013
Skills
Matlab, C++, Bloomberg, Financial Modeling, Analysis, SPSS, Eviews, Microsoft Excel, Finance, Quantitative Finance, Corporate Finance, R, Data Analysis, Risk Management, C#
Education
Massachusetts Institute of Technology 2014 — 2015
Finance, General, Master of Science (MS)(4.8/5.0)
Central University of Finance and Economics 2010 — 2014
Financial Engineering, Bachelor of Science (BS)(90.2/100)
edward brill's PanAgora Asset Management Experience 1990 - 1994
Job money manager
Industry Financial Services
Experience
Self-employed self employedme1994 - Present
PanAgora Asset Management 1990 - 1994
Bankers Trust 1987 - 1990
Skills
Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Strategic Financial..., Trading, Financial Analysis, Banking, Retirement Planning, Fixed Income, Financial Markets
Education
Stanford University
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
University of California, Los Angeles
Bachelors of Science, Mathematics
Self-employed self employedme1994 - Present
PanAgora Asset Management 1990 - 1994
Bankers Trust 1987 - 1990
Skills
Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Strategic Financial..., Trading, Financial Analysis, Banking, Retirement Planning, Fixed Income, Financial Markets
Education
Stanford University
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
University of California, Los Angeles
Bachelors of Science, Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY