Perella Weinberg Partners
Industry: Financial services company
DescriptionPerella Weinberg Partners L.P. is an independent, privately owned, global financial services firm providing corporate advisory and asset management services to clients around the world. CEO: Robert K. Steel (Jul 7, 2014–) Headquarters: New York City, NY Founded: 2006 Number of employees: 651 (2016) Subsidiaries: Tudor, Pickering, Holt & Co., Founders: Joseph Perella, Peter Weinberg
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Perella Weinberg Partners Employees
Employee
Years
Job
Industry
Ambrish Vasudevan Ambrish Vasudevan's Perella Weinberg Partners Experience March 2012 - March 2013
Job Associate at Global Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Sandra Jengo Sandra Jengo's Perella Weinberg Partners Experience September 2014 - Present
Job Executive Assistant to Founding Partner
Industry Investment Banking
Experience
Perella Weinberg Partners September 2014 - Present
NYSE Euronext April 2007 - August 2014
Goldman Sachs October 1995 - March 2007
Hudson United Bank June 1986 - October 1995
Skills
Administrative..., Appointment Scheduling, CEOs, Communication, Conference Coordination, Coordinate Meetings, Event Management, Executive..., Executive Calendar..., Expense Reports, Friendly Personality, International Logistics, Meeting Planning, Microsoft Office, Motivated self-starter, Office Administration, Private Events, Staff Supervision, Team Building, Travel Management, Travel Planning, Office Management, Lotus Notes, Investor Relations, Travel Arrangements, Expense Management, Confidentiality, Diary Management
Education
New Jersey City University 1988 — 1992
Bachelor's of Science, Finance, General
NYU
Hospitality Administration/Management
Perella Weinberg Partners September 2014 - Present
NYSE Euronext April 2007 - August 2014
Goldman Sachs October 1995 - March 2007
Hudson United Bank June 1986 - October 1995
Skills
Administrative..., Appointment Scheduling, CEOs, Communication, Conference Coordination, Coordinate Meetings, Event Management, Executive..., Executive Calendar..., Expense Reports, Friendly Personality, International Logistics, Meeting Planning, Microsoft Office, Motivated self-starter, Office Administration, Private Events, Staff Supervision, Team Building, Travel Management, Travel Planning, Office Management, Lotus Notes, Investor Relations, Travel Arrangements, Expense Management, Confidentiality, Diary Management
Education
New Jersey City University 1988 — 1992
Bachelor's of Science, Finance, General
NYU
Hospitality Administration/Management
Clarence Quah Clarence Quah's Perella Weinberg Partners Experience 2010 - 2012
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Ken Ng Ken Ng's Perella Weinberg Partners Experience June 2015 - August 2015
Job Student at UCLA
Industry Banking
Experience
Perella Weinberg Partners June 2015 - August 2015
New Century Capital Partners July 2014 - September 2014
Park Lane March 2014 - June 2014
Genz & Associates August 2013 - March 2014
Signature Estate & Investment Advisors, LLC June 2013 - August 2013
UCLA Anderson School of Management May 2013 - June 2013
Skills
Economics, Financial Analysis, Time Management, Leadership, Data Analysis, Market Research, Investments, Corporate Finance, Financial Modeling, Investment Banking, Event Planning, Finance, Social Networking, Mergers & Acquisitions, Due Diligence, Accounting, PowerPoint
Education
UCLA 2012 — 2016
Bachelor of Arts (B.A.) - Business Economics
Mercer Island High School 2008 — 2012
Perella Weinberg Partners June 2015 - August 2015
New Century Capital Partners July 2014 - September 2014
Park Lane March 2014 - June 2014
Genz & Associates August 2013 - March 2014
Signature Estate & Investment Advisors, LLC June 2013 - August 2013
UCLA Anderson School of Management May 2013 - June 2013
Skills
Economics, Financial Analysis, Time Management, Leadership, Data Analysis, Market Research, Investments, Corporate Finance, Financial Modeling, Investment Banking, Event Planning, Finance, Social Networking, Mergers & Acquisitions, Due Diligence, Accounting, PowerPoint
Education
UCLA 2012 — 2016
Bachelor of Arts (B.A.) - Business Economics
Mercer Island High School 2008 — 2012
Stefan Green Stefan Green's Perella Weinberg Partners Experience August 2014 - Present
Job Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners August 2014 - Present
Goldman Sachs August 1994 - July 2013
Bain & Company August 1990 - July 1993
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Investment Banking, Private Equity, Valuation
Education
INSEAD 1993 — 1994
Master of Business Administration (MBA)
University of Oxford 1987 — 1990
Bachelor of Arts (B.A.), Philosophy, Politics & Economics
Perella Weinberg Partners August 2014 - Present
Goldman Sachs August 1994 - July 2013
Bain & Company August 1990 - July 1993
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Investment Banking, Private Equity, Valuation
Education
INSEAD 1993 — 1994
Master of Business Administration (MBA)
University of Oxford 1987 — 1990
Bachelor of Arts (B.A.), Philosophy, Politics & Economics
Eric Brady Eric Brady's Perella Weinberg Partners Experience July 2014 - Present
Job Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
UofA Financial Management Association January 2011 - May 2013
Perella Weinberg Partners June 2012 - August 2012
Columbia West Capital July 2011 - August 2011
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance, Economics, Math Minor
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
UofA Financial Management Association January 2011 - May 2013
Perella Weinberg Partners June 2012 - August 2012
Columbia West Capital July 2011 - August 2011
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance, Economics, Math Minor
Adam Kallaus's Perella Weinberg Partners Experience July 2014 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Sunnen Products Company May 2011 - July 2011
Aim High St. Louis June 2010 - July 2010
Skills
Public Relations, Valuation, Financial Modeling, Microsoft Excel, Microsoft Office, Marketing, Financial Analysis, Spanish, Bloomberg, Corporate Finance, Capital IQ
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Sunnen Products Company May 2011 - July 2011
Aim High St. Louis June 2010 - July 2010
Skills
Public Relations, Valuation, Financial Modeling, Microsoft Excel, Microsoft Office, Marketing, Financial Analysis, Spanish, Bloomberg, Corporate Finance, Capital IQ
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Alex Eu's Perella Weinberg Partners Experience July 2011 - June 2013
Job Small Business Investor and Operator
Industry Venture Capital & Private Equity
Experience
Various Endeavors 2009 - Present
Multin Electric August 2015 - Present
DoorStat 2014 - Present
MakeMatcha 2015 - Present
Libero Sports 2009 - Present
The Chernin Group July 2013 - August 2014
Perella Weinberg Partners July 2011 - June 2013
Singapore Armed Forces 2005 - 2007
Education
Indiana University - Kelley School of Business
Bacholers
Singapore American School
Various Endeavors 2009 - Present
Multin Electric August 2015 - Present
DoorStat 2014 - Present
MakeMatcha 2015 - Present
Libero Sports 2009 - Present
The Chernin Group July 2013 - August 2014
Perella Weinberg Partners July 2011 - June 2013
Singapore Armed Forces 2005 - 2007
Education
Indiana University - Kelley School of Business
Bacholers
Singapore American School
Samuel Bagley's Perella Weinberg Partners Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2015 - Present
Carlson School of Management November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Greene Holcomb Fisher January 2015 - May 2015
University of Minnesota August 2014 - May 2015
Sam's Royal Lawn Service April 2009 - 2015
Carlson School of Management August 2014 - December 2014
Affiance Financial December 2013 - August 2014
The Coca-Cola Company March 2013 - February 2014
Hazeltine National Golf Club May 2007 - October 2013
Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior
Tsinghua University 2014 — 2014
Beijing
Perella Weinberg Partners August 2015 - Present
Carlson School of Management November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Greene Holcomb Fisher January 2015 - May 2015
University of Minnesota August 2014 - May 2015
Sam's Royal Lawn Service April 2009 - 2015
Carlson School of Management August 2014 - December 2014
Affiance Financial December 2013 - August 2014
The Coca-Cola Company March 2013 - February 2014
Hazeltine National Golf Club May 2007 - October 2013
Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior
Tsinghua University 2014 — 2014
Beijing
Charles Andréani Charles Andréani's Perella Weinberg Partners Experience July 2010 - December 2010
Job Consultant chez The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group October 2012 - August 2014
Ardian February 2011 - July 2011
Perella Weinberg Partners July 2010 - December 2010
Skills
Strategic Consulting, Management Consulting, Project Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling
Education
HEC School of Management 2008 — 2012
Master of Science in Management, "Grande Ecole" programme, Majeure Finance
National University of Singapore 2009 — 2009
Exchange Program
Lycée Privé Sainte Geneviève, Versailles 2006 — 2008
Preparatory class ECS, Maths, History, Geography & Geopolitics, English, German, Philosophy
Lycée Saint-Louis de Gonzague, Paris 1994 — 2006
Baccalauréat S
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group October 2012 - August 2014
Ardian February 2011 - July 2011
Perella Weinberg Partners July 2010 - December 2010
Skills
Strategic Consulting, Management Consulting, Project Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling
Education
HEC School of Management 2008 — 2012
Master of Science in Management, "Grande Ecole" programme, Majeure Finance
National University of Singapore 2009 — 2009
Exchange Program
Lycée Privé Sainte Geneviève, Versailles 2006 — 2008
Preparatory class ECS, Maths, History, Geography & Geopolitics, English, German, Philosophy
Lycée Saint-Louis de Gonzague, Paris 1994 — 2006
Baccalauréat S
Christina Bagnall Christina Bagnall's Perella Weinberg Partners Experience January 2010 - June 2013
Job Compliance Manager/Recruiting and Benefits Manager
Industry Financial Services
Experience
Greentech Capital Advisors June 2013 - Present
Perella Weinberg Partners January 2010 - June 2013
Perella Weinberg Partners March 2008 - January 2010
Skills
NYS Notary Public, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Regulatory Compliance, Recruiting, Employee Benefits, 401k, Non-disclosure...
Education
Penn State University
Bachelor of Science (BS), Information Sciences and Technology
St. Francis Prep
Greentech Capital Advisors June 2013 - Present
Perella Weinberg Partners January 2010 - June 2013
Perella Weinberg Partners March 2008 - January 2010
Skills
NYS Notary Public, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Regulatory Compliance, Recruiting, Employee Benefits, 401k, Non-disclosure...
Education
Penn State University
Bachelor of Science (BS), Information Sciences and Technology
St. Francis Prep
Mukund Kumar Mukund Kumar's Perella Weinberg Partners Experience July 2013 - September 2014
Job CoFounder at Hindsight Inc.
Industry Internet
Experience
Hindsight Inc. June 2015 - Present
Perella Weinberg Partners July 2013 - September 2014
Birch Hill Equity Partners May 2012 - August 2012
PwC June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation
Education
Ivey Business School at Western University 2011 — 2013
Bachelor of Arts (B.A.), Honors Business Administration
University of Toronto 2009 — 2011
B.Com, Finance and Economics
Hindsight Inc. June 2015 - Present
Perella Weinberg Partners July 2013 - September 2014
Birch Hill Equity Partners May 2012 - August 2012
PwC June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation
Education
Ivey Business School at Western University 2011 — 2013
Bachelor of Arts (B.A.), Honors Business Administration
University of Toronto 2009 — 2011
B.Com, Finance and Economics
Jonathan Kiss's Perella Weinberg Partners Experience September 2015 - Present
Job Healthcare Investment Banker at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Chris Altieri's Perella Weinberg Partners Experience July 2011 - August 2011
Job Compliance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2015 - Present
UBS November 2014 - June 2015
UBS June 2012 - November 2014
UBS March 2012 - June 2012
Centerview Partners February 2012 - March 2012
Perella Weinberg Partners July 2011 - August 2011
Innovation Interactive July 2008 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Editing, Banking, Customer Service, Research, Lotus Notes, Analysis, Bloomberg, Charles River IMS, Microsoft Outlook, Surveillance, Finance, Financial Services, Leadership, Anti Money Laundering, Financial Crimes..., Human Resources, Event Planning, Invoicing, Marketing, Adobe Acrobat, Equities, Fixed Income
Education
Kean University
Bachelor of Science (B.S.), Business Management
Montclair High School
Neuberger Berman June 2015 - Present
UBS November 2014 - June 2015
UBS June 2012 - November 2014
UBS March 2012 - June 2012
Centerview Partners February 2012 - March 2012
Perella Weinberg Partners July 2011 - August 2011
Innovation Interactive July 2008 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Editing, Banking, Customer Service, Research, Lotus Notes, Analysis, Bloomberg, Charles River IMS, Microsoft Outlook, Surveillance, Finance, Financial Services, Leadership, Anti Money Laundering, Financial Crimes..., Human Resources, Event Planning, Invoicing, Marketing, Adobe Acrobat, Equities, Fixed Income
Education
Kean University
Bachelor of Science (B.S.), Business Management
Montclair High School
Joshua Mika Joshua Mika's Perella Weinberg Partners Experience November 2008 - March 2011
Job Vice President Deputy Chief Compliance Officer, Tiedemann Wealth Managment
Industry Investment Management
Experience
Tower Research Capital March 2011 - July 2012
Perella Weinberg Partners November 2008 - March 2011
Lehman Brothers June 2004 - October 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2001 - June 2004
Skills
Asset Managment, Auditing, Investment Banking, Trading, Hedge Funds, Securities, Equities, Management, Capital Markets, Due Diligence, Alternative Investments, Fixed Income, Derivatives, Asset Management, FINRA, Private Equity, Securities Regulation
Education
University of Michigan 1997 — 2001
BA
Trinity College Dublin 2000 — 2000
Summer, English
Tower Research Capital March 2011 - July 2012
Perella Weinberg Partners November 2008 - March 2011
Lehman Brothers June 2004 - October 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2001 - June 2004
Skills
Asset Managment, Auditing, Investment Banking, Trading, Hedge Funds, Securities, Equities, Management, Capital Markets, Due Diligence, Alternative Investments, Fixed Income, Derivatives, Asset Management, FINRA, Private Equity, Securities Regulation
Education
University of Michigan 1997 — 2001
BA
Trinity College Dublin 2000 — 2000
Summer, English
Matthew Wiedle Matthew Wiedle's Perella Weinberg Partners Experience September 2013 - September 2014
Job Administrative Assistant Affiliate Marketing Analyst
Industry Entertainment
Experience
Solomon Page Group February 2015 - Present
Contractor/ Freelancer August 2011 - Present
Contractor/Freelancer April 2009 - Present
Time Warner Inc. September 2014 - December 2014
Perella Weinberg Partners September 2013 - September 2014
workzones January 2013 - August 2013
Fotomoto February 2009 - March 2009
j2 Global Communications February 2006 - February 2009
j2 Global Communications October 1999 - December 2002
JFAX September 1998 - October 1999
Skills
Management, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Dreamweaver, Email Marketing, HTML, CSS, Social Media, Online Marketing, Photoshop, Social Networking, Writing, E-commerce, Networking, Consulting, Marketing, Salesforce.com, CRM, JavaScript, PHP
Education
Yale University 2004 — 2005
M.M.
Millikin University 1993 — 1997
B.F.A
Solomon Page Group February 2015 - Present
Contractor/ Freelancer August 2011 - Present
Contractor/Freelancer April 2009 - Present
Time Warner Inc. September 2014 - December 2014
Perella Weinberg Partners September 2013 - September 2014
workzones January 2013 - August 2013
Fotomoto February 2009 - March 2009
j2 Global Communications February 2006 - February 2009
j2 Global Communications October 1999 - December 2002
JFAX September 1998 - October 1999
Skills
Management, Customer Service, Account Management, Microsoft Excel, Microsoft Word, Dreamweaver, Email Marketing, HTML, CSS, Social Media, Online Marketing, Photoshop, Social Networking, Writing, E-commerce, Networking, Consulting, Marketing, Salesforce.com, CRM, JavaScript, PHP
Education
Yale University 2004 — 2005
M.M.
Millikin University 1993 — 1997
B.F.A
Chris Bittman Chris Bittman's Perella Weinberg Partners Experience 2009 - Present
Job Partner at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Paige Jarvis Paige Jarvis's Perella Weinberg Partners Experience July 2011 - September 2011
Job Administrative Assistant at kate spade new york
Industry Events Services
Experience
kate spade new york May 2015 - Present
BBR Partners February 2012 - May 2015
Nea Zoi September 2011 - December 2011
Perella Weinberg Partners July 2011 - September 2011
A+O Event Management November 2009 - June 2011
Skills
Outlook, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Event Management, Non-profits, Customer Service, Administrative..., Social Media, Volunteer Management, Office Management, Facebook, Nonprofits, Management, Project Planning, Social Networking, Public Speaking
Education
Texas A&M University 2004 — 2008
Bachelor, Business Administration in Marketing, 3.97
kate spade new york May 2015 - Present
BBR Partners February 2012 - May 2015
Nea Zoi September 2011 - December 2011
Perella Weinberg Partners July 2011 - September 2011
A+O Event Management November 2009 - June 2011
Skills
Outlook, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Event Management, Non-profits, Customer Service, Administrative..., Social Media, Volunteer Management, Office Management, Facebook, Nonprofits, Management, Project Planning, Social Networking, Public Speaking
Education
Texas A&M University 2004 — 2008
Bachelor, Business Administration in Marketing, 3.97
Simón Araújo Peláez Simón Araújo Peláez's Perella Weinberg Partners Experience March 2006 - February 2007
Job Managing Director
Industry Investment Management
Experience
Simon Araujo, LLC June 2009 - Present
Valorem S.A. April 2013 - Present
Steinbock Financial Group February 2014 - Present
Massena Partners March 2008 - February 2009
Perella Weinberg Partners March 2006 - February 2007
Violy, Byorum & Partners, LLC January 1995 - December 2005
Skills
Private Equity, Emerging Markets, Financial Modeling, Mergers, Investment Banking, Investments, Mergers & Acquisitions, Equities, Corporate Finance, LBO, Valuation, Strategy, Financial Analysis, Business Strategy, Business Planning, Venture Capital, Structured Finance, Due Diligence, Capital Markets, Asset Management, M&A experience, Alternative Investments, Portfolio Management, Restructuring, Finance, Financial Structuring, Hedge Funds
Education
Universidad de Los Andes 1989 — 1994
B. Sc. Industrial Engineering, Finance
Liceo Francés Louis Pasteur de Bogotá 1974 — 1989
Baccalauréat, Science
Simon Araujo, LLC June 2009 - Present
Valorem S.A. April 2013 - Present
Steinbock Financial Group February 2014 - Present
Massena Partners March 2008 - February 2009
Perella Weinberg Partners March 2006 - February 2007
Violy, Byorum & Partners, LLC January 1995 - December 2005
Skills
Private Equity, Emerging Markets, Financial Modeling, Mergers, Investment Banking, Investments, Mergers & Acquisitions, Equities, Corporate Finance, LBO, Valuation, Strategy, Financial Analysis, Business Strategy, Business Planning, Venture Capital, Structured Finance, Due Diligence, Capital Markets, Asset Management, M&A experience, Alternative Investments, Portfolio Management, Restructuring, Finance, Financial Structuring, Hedge Funds
Education
Universidad de Los Andes 1989 — 1994
B. Sc. Industrial Engineering, Finance
Liceo Francés Louis Pasteur de Bogotá 1974 — 1989
Baccalauréat, Science
Adam Crawshaw's Perella Weinberg Partners Experience July 2012 - July 2014
Job Associate at TPG Wildcat
Industry Investment Banking
Experience
TPG Capital September 2014 - Present
Perella Weinberg Partners July 2012 - July 2014
Perella Weinberg Partners May 2011 - August 2011
Morgan Stanley December 2010 - December 2010
Lockheed Martin May 2010 - August 2010
American Trust Federal Savings Bank June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Entrepreneurship
TPG Capital September 2014 - Present
Perella Weinberg Partners July 2012 - July 2014
Perella Weinberg Partners May 2011 - August 2011
Morgan Stanley December 2010 - December 2010
Lockheed Martin May 2010 - August 2010
American Trust Federal Savings Bank June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Entrepreneurship
Jeff Silverman Jeff Silverman's Perella Weinberg Partners Experience July 2010 - January 2015
Job President Head of Business Development at AlphaParity LLC
Industry Financial Services
Experience
AlphaParity, LLC January 2015 - Present
Perella Weinberg Partners July 2010 - January 2015
TUDOR INVESTMENT CORPORATION July 2002 - June 2010
GOLDMAN SACHS May 1996 - June 2002
Morgan Stanley 1993 - 1996
PAINE WEBBER INTERNATIONAL 1991 - 1993
CONSENSUS COMMODITIES 1988 - 1991
KPMG 1984 - 1987
Skills
Investments, Fixed Income, Prime Brokerage, Asset Management, Hedge Funds, Alternative Investments, Trading, Equities, Private Equity, Business Strategy, Bloomberg, Investment Banking, Capital Markets, Financial Modeling, Financial Markets
Education
The George Washington University 1980 — 1984
Bachelor of Accountancy, Accounting
AlphaParity, LLC January 2015 - Present
Perella Weinberg Partners July 2010 - January 2015
TUDOR INVESTMENT CORPORATION July 2002 - June 2010
GOLDMAN SACHS May 1996 - June 2002
Morgan Stanley 1993 - 1996
PAINE WEBBER INTERNATIONAL 1991 - 1993
CONSENSUS COMMODITIES 1988 - 1991
KPMG 1984 - 1987
Skills
Investments, Fixed Income, Prime Brokerage, Asset Management, Hedge Funds, Alternative Investments, Trading, Equities, Private Equity, Business Strategy, Bloomberg, Investment Banking, Capital Markets, Financial Modeling, Financial Markets
Education
The George Washington University 1980 — 1984
Bachelor of Accountancy, Accounting
Matt Breen Matt Breen's Perella Weinberg Partners Experience August 2014 - Present
Job Administrative Coordinator at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners August 2014 - Present
Wegmans Food Markets November 2013 - August 2014
Perinton Parks & Recreation Department May 2010 - 2014
SUNY Geneseo January 2013 - May 2013
SUNY Geneseo January 2012 - December 2012
Rochester Red Wings April 2012 - August 2012
Yaeger's Fine Wine & Spirits September 2010 - May 2011
Ithaca College September 2009 - May 2010
Skills
Industrious, Organization, Success Driven, Highly Ambitious, Highly responsible, Dedicated to work, Determined to Succeed, Teamwork, Timely Execution, Volunteering, Positive Personality, Friendly Personality, teamwork, Interpersonal Skill, Interpersonal..., Microsoft Word, Microsoft Office
Education
State University of New York College at Geneseo 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.32
Monroe Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.77
Ithaca College 2009 — 2010
Business Administration and Management, General, 3.28
Fairport HS
Perella Weinberg Partners August 2014 - Present
Wegmans Food Markets November 2013 - August 2014
Perinton Parks & Recreation Department May 2010 - 2014
SUNY Geneseo January 2013 - May 2013
SUNY Geneseo January 2012 - December 2012
Rochester Red Wings April 2012 - August 2012
Yaeger's Fine Wine & Spirits September 2010 - May 2011
Ithaca College September 2009 - May 2010
Skills
Industrious, Organization, Success Driven, Highly Ambitious, Highly responsible, Dedicated to work, Determined to Succeed, Teamwork, Timely Execution, Volunteering, Positive Personality, Friendly Personality, teamwork, Interpersonal Skill, Interpersonal..., Microsoft Word, Microsoft Office
Education
State University of New York College at Geneseo 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.32
Monroe Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.77
Ithaca College 2009 — 2010
Business Administration and Management, General, 3.28
Fairport HS
Max Cytrynbaum Max Cytrynbaum's Perella Weinberg Partners Experience August 2012 - August 2012
Job Portfolio Analyst at PIMCO
Industry Capital Markets
Experience
PIMCO June 2013 - August 2013
Perella Weinberg Partners August 2012 - August 2012
University of Chicago June 2012 - August 2012
The Boston Consulting Group March 2012 - March 2012
Shannon Foundation June 2008 - July 2010
Skills
Microsoft Office, LaTeX, Chinese, Matlab, VBA, OPL
Education
University of Chicago 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and East Asian studies
University of Cambridge 2012 — 2013
Applied Mathematics
Princeton in Beijing, Princeton University 2011 — 2011
Chinese Language and Literature
PIMCO June 2013 - August 2013
Perella Weinberg Partners August 2012 - August 2012
University of Chicago June 2012 - August 2012
The Boston Consulting Group March 2012 - March 2012
Shannon Foundation June 2008 - July 2010
Skills
Microsoft Office, LaTeX, Chinese, Matlab, VBA, OPL
Education
University of Chicago 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and East Asian studies
University of Cambridge 2012 — 2013
Applied Mathematics
Princeton in Beijing, Princeton University 2011 — 2011
Chinese Language and Literature
Kevin Hsu's Perella Weinberg Partners Experience July 2014 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Redhawk Fund January 2012 - May 2012
Tallus Wealth Management January 2012 - March 2012
Pacific Accounting Services, Inc. June 2011 - September 2011
Hsu's Detailing May 2008 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Nonprofits, Valuation, Investment Banking, Mergers & Acquisitions, DCF, Financial Modeling, Finance, Strategy, Equity Research, Management, Investments
Education
University of Virginia 2012 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Seattle University 2010 — 2012
Bachelor of Arts in Business Administration, Finance and Accounting, GPA: 3.84 / 4.0 Major: 3.92 / 4.0
Harvest Christian Academy 2004 — 2010
High School Diploma
St. John's School
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Redhawk Fund January 2012 - May 2012
Tallus Wealth Management January 2012 - March 2012
Pacific Accounting Services, Inc. June 2011 - September 2011
Hsu's Detailing May 2008 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Nonprofits, Valuation, Investment Banking, Mergers & Acquisitions, DCF, Financial Modeling, Finance, Strategy, Equity Research, Management, Investments
Education
University of Virginia 2012 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Seattle University 2010 — 2012
Bachelor of Arts in Business Administration, Finance and Accounting, GPA: 3.84 / 4.0 Major: 3.92 / 4.0
Harvest Christian Academy 2004 — 2010
High School Diploma
St. John's School
Adel Senoussi, CFA's Perella Weinberg Partners Experience July 2012 - Present
Job Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
Madinet Nasr for Housing and Development April 2010 - June 2010
Al Ahly Capital October 2009 - March 2010
Beltone Financial March 2006 - October 2009
Arab African International Bank October 2004 - December 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Emerging Markets, Due Diligence, M, Financial Structuring, Mergers, Debt Restructuring, Asset Management, Banking, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Double Major in Finance and Entrepreneurial Management
The American University in Cairo 2000 — 2004
B.A, Business Administration, 3.65
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
Madinet Nasr for Housing and Development April 2010 - June 2010
Al Ahly Capital October 2009 - March 2010
Beltone Financial March 2006 - October 2009
Arab African International Bank October 2004 - December 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Emerging Markets, Due Diligence, M, Financial Structuring, Mergers, Debt Restructuring, Asset Management, Banking, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Double Major in Finance and Entrepreneurial Management
The American University in Cairo 2000 — 2004
B.A, Business Administration, 3.65
Annie Savage's Perella Weinberg Partners Experience January 2012 - April 2013
Job Business Partner, Talent Strategies at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management January 2015 - Present
AQR Capital Management April 2013 - January 2015
Perella Weinberg Partners January 2012 - April 2013
Perella Weinberg Partners August 2010 - January 2012
Skills
Microsoft Office, Event Planning, PowerPoint, Outlook, Microsoft Excel, Human Resources, Microsoft Word, Office Management, Time Management, Management, Financial Modeling, Social Media, Employee Relations, Recruiting, Social Networking, Sales, Customer Service, Leadership, Administrative..., Research, Marketing, System Administration, Accounting, Fundraising, Data Analysis, Access, Project Management
Education
Rutgers University 2006 — 2010
B.A., History, Criminal Justice
AQR Capital Management January 2015 - Present
AQR Capital Management April 2013 - January 2015
Perella Weinberg Partners January 2012 - April 2013
Perella Weinberg Partners August 2010 - January 2012
Skills
Microsoft Office, Event Planning, PowerPoint, Outlook, Microsoft Excel, Human Resources, Microsoft Word, Office Management, Time Management, Management, Financial Modeling, Social Media, Employee Relations, Recruiting, Social Networking, Sales, Customer Service, Leadership, Administrative..., Research, Marketing, System Administration, Accounting, Fundraising, Data Analysis, Access, Project Management
Education
Rutgers University 2006 — 2010
B.A., History, Criminal Justice
Kirsten Wells Kirsten Wells's Perella Weinberg Partners Experience 2007 - 2010
Job HR Manager at SalonCentric A Division of L'Oreal USA
Industry Consumer Goods
Experience
SalonCentric - A Division of L'Oreal USA November 2013 - Present
Energizer March 2010 - October 2013
Perella Weinberg Partners 2007 - 2010
Warner Bros. Entertainment Group of Companies 2006 - 2007
The National Center on Addiction and Substance Abuse at Columbia University 2003 - 2005
Skills
Employee Relations, Benefits Administration, Employee Engagement, Talent Acquisition, Human Resources, ADP Payroll, Performance Management, HRIS Database Management, Reporting & Analysis, Compensation & Benefits..., Onboarding, Management, HRIS, New Hire Orientations, Workforce Planning, Applicant Tracking..., College Recruiting, Compensation, Employee Training, HR Policies, Job Descriptions, Job Evaluation, Personnel Management, Temporary Placement, Deferred Compensation, Recruiting, Talent Management, Compensation
Education
Teachers College of Columbia University 2005 — 2007
Master's degree, Social-Organizational Psychology
Seton Hall University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
SalonCentric - A Division of L'Oreal USA November 2013 - Present
Energizer March 2010 - October 2013
Perella Weinberg Partners 2007 - 2010
Warner Bros. Entertainment Group of Companies 2006 - 2007
The National Center on Addiction and Substance Abuse at Columbia University 2003 - 2005
Skills
Employee Relations, Benefits Administration, Employee Engagement, Talent Acquisition, Human Resources, ADP Payroll, Performance Management, HRIS Database Management, Reporting & Analysis, Compensation & Benefits..., Onboarding, Management, HRIS, New Hire Orientations, Workforce Planning, Applicant Tracking..., College Recruiting, Compensation, Employee Training, HR Policies, Job Descriptions, Job Evaluation, Personnel Management, Temporary Placement, Deferred Compensation, Recruiting, Talent Management, Compensation
Education
Teachers College of Columbia University 2005 — 2007
Master's degree, Social-Organizational Psychology
Seton Hall University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Dina Tserlyuk, CFA Dina Tserlyuk, CFA's Perella Weinberg Partners Experience February 2008 - July 2009
Job Director of Operations at Christofferson, Robb & Co
Industry Financial Services
Experience
Christofferson, Robb & Co July 2009 - Present
Perella Weinberg Partners February 2008 - July 2009
Tribeca Global Management June 2005 - February 2008
Deutsche Bank May 2000 - June 2005
Lehman Brothers October 1998 - April 2000
Skills
Middle Office, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Valuation, Asset Management, FX Options, Derivatives, Financial Modeling, Risk Management, Economics, Alternative Investments, Portfolio Management, Financial Services, Private Equity, Equity Derivatives, Asset Managment, Investments, Back Office, Investment Banking, Financial Analysis, Structured Products, Emerging Markets, Due Diligence, Bloomberg
Education
Northeastern University
Bachelor of Science, International Business and Finance
Christofferson, Robb & Co July 2009 - Present
Perella Weinberg Partners February 2008 - July 2009
Tribeca Global Management June 2005 - February 2008
Deutsche Bank May 2000 - June 2005
Lehman Brothers October 1998 - April 2000
Skills
Middle Office, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Valuation, Asset Management, FX Options, Derivatives, Financial Modeling, Risk Management, Economics, Alternative Investments, Portfolio Management, Financial Services, Private Equity, Equity Derivatives, Asset Managment, Investments, Back Office, Investment Banking, Financial Analysis, Structured Products, Emerging Markets, Due Diligence, Bloomberg
Education
Northeastern University
Bachelor of Science, International Business and Finance
Alison Frederick Alison Frederick's Perella Weinberg Partners Experience May 2012 - Present
Job Executive Assistant, KKR
Industry Education Management
Experience
KKR June 2015 - Present
Perella Weinberg Partners May 2012 - Present
The Bama Theatre Company January 2009 - Present
Kaplan Test Prep and Admissions December 2009 - May 2012
Alabama Shakespeare Festival August 2006 - July 2008
Skills
Acting, Drama, Event Planning, Improvisation, Leadership, Microsoft Office, Musical Theatre, Performing Arts, Public Speaking, Social Media, Stage, Theatre
Education
University of Alabama 2006 — 2008
MFA, Acting
University of Southern California 1999 — 2003
BFA, Acting
KKR June 2015 - Present
Perella Weinberg Partners May 2012 - Present
The Bama Theatre Company January 2009 - Present
Kaplan Test Prep and Admissions December 2009 - May 2012
Alabama Shakespeare Festival August 2006 - July 2008
Skills
Acting, Drama, Event Planning, Improvisation, Leadership, Microsoft Office, Musical Theatre, Performing Arts, Public Speaking, Social Media, Stage, Theatre
Education
University of Alabama 2006 — 2008
MFA, Acting
University of Southern California 1999 — 2003
BFA, Acting
Yi Huang's Perella Weinberg Partners Experience May 2008 - August 2008
Job Senior Manager, Digital Strategy at Condé Nast
Industry Online Media
Experience
Condé Nast March 2015 - Present
HBO July 2013 - February 2015
Greenhill & Co. June 2011 - June 2013
Greenhill & Co. June 2010 - August 2010
Techquity Capital Management May 2009 - August 2009
Perella Weinberg Partners May 2008 - August 2008
Eastside Community Connection 2008 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Finance, Business Development, Restructuring, Fast Food, Mergers & Acquisitions, Financial Analysis, Strategy, Due Diligence, Private Equity, Corporate Finance, Microsoft Office, Microsoft Excel
Education
The University of Texas at Austin 2007 — 2011
BBA, Business Honors Program, Finance, minor Accounting
Condé Nast March 2015 - Present
HBO July 2013 - February 2015
Greenhill & Co. June 2011 - June 2013
Greenhill & Co. June 2010 - August 2010
Techquity Capital Management May 2009 - August 2009
Perella Weinberg Partners May 2008 - August 2008
Eastside Community Connection 2008 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Finance, Business Development, Restructuring, Fast Food, Mergers & Acquisitions, Financial Analysis, Strategy, Due Diligence, Private Equity, Corporate Finance, Microsoft Office, Microsoft Excel
Education
The University of Texas at Austin 2007 — 2011
BBA, Business Honors Program, Finance, minor Accounting
Alec Lucente Alec Lucente's Perella Weinberg Partners Experience July 2015 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Kevin Crowell's Perella Weinberg Partners Experience June 2014 - July 2014
Job Summer Equity Research Analyst at Hedgeye Risk Management, LLC
Industry Financial Services
Experience
Hedgeye Risk Management, LLC February 2015 - Present
Yost & Campbell August 2014 - January 2015
Perella Weinberg Partners June 2014 - July 2014
Bedford Golf and Tennis Club March 2008 - May 2014
Guitar Outlet August 2013 - January 2014
Skills
Mechanical Engineering, Microsoft Office, Music, People Skills, Social Media, Social Skills, Memory, Close Attention to..., Matlab, Solidworks, Social Networking, Event Planning, Guitar
Education
Syracuse University 2012 — 2016
Fox Lane High School 2008 — 2012
Hedgeye Risk Management, LLC February 2015 - Present
Yost & Campbell August 2014 - January 2015
Perella Weinberg Partners June 2014 - July 2014
Bedford Golf and Tennis Club March 2008 - May 2014
Guitar Outlet August 2013 - January 2014
Skills
Mechanical Engineering, Microsoft Office, Music, People Skills, Social Media, Social Skills, Memory, Close Attention to..., Matlab, Solidworks, Social Networking, Event Planning, Guitar
Education
Syracuse University 2012 — 2016
Fox Lane High School 2008 — 2012
Amy Cohen Amy Cohen's Perella Weinberg Partners Experience July 2011 - March 2015
Job Managing Director, Business Development and Strategy at BHR Capital LLC
Industry Financial Services
Experience
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
Art Cybulski Art Cybulski's Perella Weinberg Partners Experience June 2015 - Present
Job Perella Weinberg Partners Investment Banking Associate
Industry Investment Banking
Experience
Perella Weinberg Partners June 2015 - Present
Silver Pine Partners, LLC April 2015 - June 2015
CapX Partners February 2015 - May 2015
Citi July 2012 - June 2013
Citi July 2010 - July 2012
Cypress Security April 2004 - July 2010
SanDisk June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Microsoft Office, Valuation, Financial Analysis, Market Research, Microsoft Word, International Relations, English, Analysis, Due Diligence, Strategic Planning, Forecasting, Investment Banking, Investments, Credit, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley, Haas School of Business 2008 — 2010
B.S, Business Administration (emphasis on Finance)
Belarusian State University
B.A, International Relations
Shanghai International Studies University 2001 — 2002
Perella Weinberg Partners June 2015 - Present
Silver Pine Partners, LLC April 2015 - June 2015
CapX Partners February 2015 - May 2015
Citi July 2012 - June 2013
Citi July 2010 - July 2012
Cypress Security April 2004 - July 2010
SanDisk June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Microsoft Office, Valuation, Financial Analysis, Market Research, Microsoft Word, International Relations, English, Analysis, Due Diligence, Strategic Planning, Forecasting, Investment Banking, Investments, Credit, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley, Haas School of Business 2008 — 2010
B.S, Business Administration (emphasis on Finance)
Belarusian State University
B.A, International Relations
Shanghai International Studies University 2001 — 2002
Patryk Nowakowski's Perella Weinberg Partners Experience October 2012 - April 2015
Job Senior Consultant at EY
Industry Capital Markets
Experience
EY May 2015 - Present
Perella Weinberg Partners October 2012 - April 2015
Ernst & Young July 2010 - October 2012
Skills
Financial Reporting, Internal Controls, Accounting, Financial Accounting, Auditing, GAAP, Tax, IFRS, US GAAP, External Audit, General Ledger, Tax Research, Tax Accounting
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2010
Associates, Finance & Energy Trading
EY May 2015 - Present
Perella Weinberg Partners October 2012 - April 2015
Ernst & Young July 2010 - October 2012
Skills
Financial Reporting, Internal Controls, Accounting, Financial Accounting, Auditing, GAAP, Tax, IFRS, US GAAP, External Audit, General Ledger, Tax Research, Tax Accounting
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2010
Associates, Finance & Energy Trading
Erik Bankson Erik Bankson's Perella Weinberg Partners Experience April 2010 - Present
Job Associate at Perella Weinberg Partners
Industry Accounting
Experience
Perella Weinberg Partners April 2010 - Present
GFI Group January 2005 - March 2009
BT Americas, Inc. December 2003 - December 2004
Metromedia International Telecommunications, Inc. July 2002 - August 2003
Global Telesystems August 1999 - April 2002
Feld Entertainment June 1996 - July 1999
Skills
Accounting, Financial Modeling, Internal Controls, Hedge Funds, Consolidation, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Bloomberg, Financial Accounting, Private Equity, Due Diligence, Equities, Corporate Finance, Fixed Income, Management, Finance, Capital Markets
Education
Syracuse University 1992 — 1996
Accounting
Perella Weinberg Partners April 2010 - Present
GFI Group January 2005 - March 2009
BT Americas, Inc. December 2003 - December 2004
Metromedia International Telecommunications, Inc. July 2002 - August 2003
Global Telesystems August 1999 - April 2002
Feld Entertainment June 1996 - July 1999
Skills
Accounting, Financial Modeling, Internal Controls, Hedge Funds, Consolidation, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Bloomberg, Financial Accounting, Private Equity, Due Diligence, Equities, Corporate Finance, Fixed Income, Management, Finance, Capital Markets
Education
Syracuse University 1992 — 1996
Accounting
Andrew Schmid's Perella Weinberg Partners Experience June 2008 - April 2009
Job
Industry Oil & Energy
Experience
Tug Hill, Inc. March 2011 - Present
Bank of America Merrill Lynch June 2009 - April 2011
Perella Weinberg Partners June 2008 - April 2009
Crow Holdings Capital Partners, L.L.C. January 2006 - July 2007
Crow Holdings Capital Partners, L.L.C. July 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Private Equity, Equities, Investments, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Finance, Investment Banking, Fixed Income, Mutual Funds, Banking, Valuation, Financial Analysis, Due Diligence, Analysis, Management, Corporate Finance, Commodity
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Full-Time Program, Concentration in Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
BBA, Business Honors Program and Finance
Tug Hill, Inc. March 2011 - Present
Bank of America Merrill Lynch June 2009 - April 2011
Perella Weinberg Partners June 2008 - April 2009
Crow Holdings Capital Partners, L.L.C. January 2006 - July 2007
Crow Holdings Capital Partners, L.L.C. July 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Private Equity, Equities, Investments, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Finance, Investment Banking, Fixed Income, Mutual Funds, Banking, Valuation, Financial Analysis, Due Diligence, Analysis, Management, Corporate Finance, Commodity
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Full-Time Program, Concentration in Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
BBA, Business Honors Program and Finance
Jiwei Sun Jiwei Sun's Perella Weinberg Partners Experience July 2012 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
State Street June 2010 - August 2010
Drobny Global Asset Management January 2010 - June 2010
Ameriprise Financial Services, Inc. October 2009 - December 2009
The Saban Free Clinic June 2009 - October 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Financial Analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
University High 2004 — 2012
University of Warwick 2010 — 2011
BSc, Economics
Perella Weinberg Partners July 2012 - Present
Perella Weinberg Partners June 2011 - August 2011
State Street June 2010 - August 2010
Drobny Global Asset Management January 2010 - June 2010
Ameriprise Financial Services, Inc. October 2009 - December 2009
The Saban Free Clinic June 2009 - October 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Financial Analysis, Mergers & Acquisitions, Microsoft Excel, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
University High 2004 — 2012
University of Warwick 2010 — 2011
BSc, Economics
Puneet Chabbewal's Perella Weinberg Partners Experience June 2009 - August 2009
Job Senior Investment Associate at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC July 2014 - Present
White Oak Global Advisors, LLC August 2012 - July 2014
Moelis & Company July 2010 - June 2012
Perella Weinberg Partners June 2009 - August 2009
Catapult Advisors May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
White Oak Global Advisors, LLC July 2014 - Present
White Oak Global Advisors, LLC August 2012 - July 2014
Moelis & Company July 2010 - June 2012
Perella Weinberg Partners June 2009 - August 2009
Catapult Advisors May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Letitia Jalal Letitia Jalal's Perella Weinberg Partners Experience June 2013 - Present
Job Assistant, Corporate Services
Industry Financial Services
Experience
Perella Weinberg Partners June 2013 - Present
BMG Chrysalis May 2012 - December 2012
Solomon Page Group October 2011 - May 2012
Amanzi Tea November 2010 - April 2011
Push The Button Management April 2009 - May 2010
Columbia Records December 2004 - December 2007
Sony Urban Music 2004 - 2007
Arista Records January 1998 - April 2004
Skills
Social Media Marketing, Music, Digital Marketing, Promotions, Digital Media, Management, Entertainment, Music Industry, Social Networking, Marketing, Social Media, Event Management, Sales, New Media, Account Management, Event Planning
Education
Morgan State University 1991 — 1995
Bachelor of Science, Business Administration
Perella Weinberg Partners June 2013 - Present
BMG Chrysalis May 2012 - December 2012
Solomon Page Group October 2011 - May 2012
Amanzi Tea November 2010 - April 2011
Push The Button Management April 2009 - May 2010
Columbia Records December 2004 - December 2007
Sony Urban Music 2004 - 2007
Arista Records January 1998 - April 2004
Skills
Social Media Marketing, Music, Digital Marketing, Promotions, Digital Media, Management, Entertainment, Music Industry, Social Networking, Marketing, Social Media, Event Management, Sales, New Media, Account Management, Event Planning
Education
Morgan State University 1991 — 1995
Bachelor of Science, Business Administration
Vikas Brahmbhatt Vikas Brahmbhatt's Perella Weinberg Partners Experience June 2010 - August 2010
Job Manager of Terminal Logistics at Renwable BioFuels
Industry Oil & Energy
Experience
Renewable Biofuels Inc. November 2014 - Present
Renewable Biofuels Inc. August 2013 - November 2014
Perella Weinberg Partners June 2010 - August 2010
Hewlett-Packard Company June 2009 - December 2009
Skills
Hedge Funds, Asset Management, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Corporate Finance, Business Analysis, Bloomberg, Microsoft Word, Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors, Finance
The Hong Kong University of Science and Technology 2009 — 2009
School of Business & Management
Renewable Biofuels Inc. November 2014 - Present
Renewable Biofuels Inc. August 2013 - November 2014
Perella Weinberg Partners June 2010 - August 2010
Hewlett-Packard Company June 2009 - December 2009
Skills
Hedge Funds, Asset Management, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Corporate Finance, Business Analysis, Bloomberg, Microsoft Word, Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors, Finance
The Hong Kong University of Science and Technology 2009 — 2009
School of Business & Management
Phil Friedman Phil Friedman's Perella Weinberg Partners Experience February 2013 - Present
Job Senior Advisor (Head of Aerospace and Defense Advisory)
Industry Financial Services
Experience
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Leah Petrosino Leah Petrosino's Perella Weinberg Partners Experience March 2009 - December 2009
Job Executive Assistant at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2011 - November 2013
Taconic Capital December 2009 - March 2011
Perella Weinberg Partners March 2009 - December 2009
Ospraie Management May 2006 - November 2008
Promethean Asset Management May 2005 - May 2006
Ark Restaurants June 1996 - May 2005
Laura Norman School of Reflexology 2004 - 2005
California Pizza Kitchen 1992 - 1995
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Excel, Marketing, Event Management, Training, Event Planning
Education
Webster University 1988 — 1991
BA, Dance
Lindenwood University 1987 — 1988
NA
Cole Capital August 2011 - November 2013
Taconic Capital December 2009 - March 2011
Perella Weinberg Partners March 2009 - December 2009
Ospraie Management May 2006 - November 2008
Promethean Asset Management May 2005 - May 2006
Ark Restaurants June 1996 - May 2005
Laura Norman School of Reflexology 2004 - 2005
California Pizza Kitchen 1992 - 1995
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Excel, Marketing, Event Management, Training, Event Planning
Education
Webster University 1988 — 1991
BA, Dance
Lindenwood University 1987 — 1988
NA
Andy Tam's Perella Weinberg Partners Experience May 2014 - Present
Job Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners May 2014 - Present
Credit Suisse January 2014 - May 2014
Credit Suisse July 2010 - December 2013
Credit Suisse October 2007 - June 2010
HSBC Securities June 2006 - August 2006
Skills
Economics, Corporate Finance, Valuation, Financial Institutions, Insurance, Mergers & Acquisitions, Corporate Development, Private Equity, Investment Banking, Investments, Asset Management, Equities, Finance, IPO, Capital Markets, Financial Modeling
Education
New York University 2003 — 2007
Bachelor's Degree, Economics
Perella Weinberg Partners May 2014 - Present
Credit Suisse January 2014 - May 2014
Credit Suisse July 2010 - December 2013
Credit Suisse October 2007 - June 2010
HSBC Securities June 2006 - August 2006
Skills
Economics, Corporate Finance, Valuation, Financial Institutions, Insurance, Mergers & Acquisitions, Corporate Development, Private Equity, Investment Banking, Investments, Asset Management, Equities, Finance, IPO, Capital Markets, Financial Modeling
Education
New York University 2003 — 2007
Bachelor's Degree, Economics
Akshay Patel Akshay Patel's Perella Weinberg Partners Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Venture Capital & Private Equity
Experience
Berkeley Investment Group September 2013 - Present
Perella Weinberg Partners June 2015 - August 2015
HighBar Partners June 2014 - August 2014
DoRevolution May 2013 - August 2013
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Economics
Berkeley Investment Group September 2013 - Present
Perella Weinberg Partners June 2015 - August 2015
HighBar Partners June 2014 - August 2014
DoRevolution May 2013 - August 2013
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Economics
Alexander Wilson's Perella Weinberg Partners Experience May 2015 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Banking
Experience
Perella Weinberg Partners May 2015 - Present
BMO Capital Markets July 2014 - May 2015
Indiana University Bloomington August 2010 - May 2014
Unicredit Bank Ukraine June 2013 - July 2013
Hillenbrand, Inc. May 2012 - August 2012
Skills
Research, Time Management, Leadership, Public Speaking, Management, Critical Thinking, Data Analysis, Russian, PowerPoint, Microsoft Excel, Public Relations, Marketing, Spanish, Financial Modeling, Venture Philanthropy, Valuation, Editing, Access
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), History, 3.89/4.00
Perella Weinberg Partners May 2015 - Present
BMO Capital Markets July 2014 - May 2015
Indiana University Bloomington August 2010 - May 2014
Unicredit Bank Ukraine June 2013 - July 2013
Hillenbrand, Inc. May 2012 - August 2012
Skills
Research, Time Management, Leadership, Public Speaking, Management, Critical Thinking, Data Analysis, Russian, PowerPoint, Microsoft Excel, Public Relations, Marketing, Spanish, Financial Modeling, Venture Philanthropy, Valuation, Editing, Access
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), History, 3.89/4.00
Nonna Tsiganok Nonna Tsiganok's Perella Weinberg Partners Experience May 2013 - April 2014
Job Senior Associate at BursonMarsteller
Industry Public Relations and Communications
Experience
Burson-Marsteller May 2015 - Present
Burson-Marsteller March 2014 - Present
Perella Weinberg Partners May 2013 - April 2014
Burson-Marsteller August 2011 - April 2013
Burson-Marsteller September 2011 - September 2012
Burson-Marsteller June 2011 - August 2011
Eric Mower and Associates January 2011 - May 2011
Insomnia Cookies September 2009 - December 2010
Hawkins International Public Relations May 2010 - August 2010
AGENCYSACKS May 2009 - August 2009
Skills
Brand Development, Illustrator, iMovie, Photoshop, InDesign, Public Relations, Microsoft Office, Press Releases, Social Media Marketing, Crisis Communications, Social Media, Advertising, Marketing, Facebook, Integrated Marketing, Corporate Communications, Internal Communications, Media Relations
Education
S.I. Newhouse School of Public Communications at Syracuse University 2007 — 2011
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Syracuse University 2007 — 2011
S.I. Newhouse School, Public Communications
Burson-Marsteller May 2015 - Present
Burson-Marsteller March 2014 - Present
Perella Weinberg Partners May 2013 - April 2014
Burson-Marsteller August 2011 - April 2013
Burson-Marsteller September 2011 - September 2012
Burson-Marsteller June 2011 - August 2011
Eric Mower and Associates January 2011 - May 2011
Insomnia Cookies September 2009 - December 2010
Hawkins International Public Relations May 2010 - August 2010
AGENCYSACKS May 2009 - August 2009
Skills
Brand Development, Illustrator, iMovie, Photoshop, InDesign, Public Relations, Microsoft Office, Press Releases, Social Media Marketing, Crisis Communications, Social Media, Advertising, Marketing, Facebook, Integrated Marketing, Corporate Communications, Internal Communications, Media Relations
Education
S.I. Newhouse School of Public Communications at Syracuse University 2007 — 2011
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Syracuse University 2007 — 2011
S.I. Newhouse School, Public Communications
William Sloss's Perella Weinberg Partners Experience June 2012 - April 2015
Job Financial Analyst at BDT Capital Partners
Industry Financial Services
Experience
BDT Capital Partners May 2015 - Present
Perella Weinberg Partners June 2012 - April 2015
Tegu May 2011 - March 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Entrepreneurship, Market Research, Financial Modeling, Customer Service, Business Strategy, Event Planning, Data Analysis, Microsoft Word, Competitive Analysis, Access
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Business
BDT Capital Partners May 2015 - Present
Perella Weinberg Partners June 2012 - April 2015
Tegu May 2011 - March 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, PowerPoint, Entrepreneurship, Market Research, Financial Modeling, Customer Service, Business Strategy, Event Planning, Data Analysis, Microsoft Word, Competitive Analysis, Access
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Business
Jared Mason Jared Mason's Perella Weinberg Partners Experience 2009 - 2010
Job Senior Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital September 2012 - Present
Houlihan Lokey 2010 - 2012
Perella Weinberg Partners 2009 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Due Diligence, Private Equity, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Asset Management, Restructuring, Bloomberg, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin
BBA, Finance
Peak Rock Capital September 2012 - Present
Houlihan Lokey 2010 - 2012
Perella Weinberg Partners 2009 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Due Diligence, Private Equity, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Asset Management, Restructuring, Bloomberg, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin
BBA, Finance
Anna Ning Anna Ning's Perella Weinberg Partners Experience July 2015 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Berkeley Consulting September 2012 - May 2015
Perella Weinberg Partners June 2014 - August 2014
Serent Capital September 2013 - November 2013
ReTargeter June 2013 - August 2013
Skills
Microsoft Office, HTML, Marketing, Social Media Marketing, Data Analysis, Microsoft Excel, Strategic Planning, Market Research, Social Media, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
Berkeley Consulting September 2012 - May 2015
Perella Weinberg Partners June 2014 - August 2014
Serent Capital September 2013 - November 2013
ReTargeter June 2013 - August 2013
Skills
Microsoft Office, HTML, Marketing, Social Media Marketing, Data Analysis, Microsoft Excel, Strategic Planning, Market Research, Social Media, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
Cecilia(Fangling) Wu Cecilia(Fangling) Wu's Perella Weinberg Partners Experience April 2015 - April 2015
Job Student at Swarthmore College
Industry
Experience
Milliman June 2015 - July 2015
Credit Suisse April 2015 - April 2015
Perella Weinberg Partners April 2015 - April 2015
CICC July 2014 - August 2014
DressBarn, Ascena Retail Group, Inc. January 2014 - January 2014
China Construction Bank June 2013 - August 2013
Haikou Union Micro-finance Co.Ltd May 2012 - July 2012
International Service Learning, Riverkids December 2011 - December 2011
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Strategy
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (B.A.)
Raffles Institution 2011 — 2012
Cambridge GCE Advanced Level, Science Stream
Cedar Girls' Secondary School 2009 — 2010
Cambridge GCE Ordinary Level
Milliman June 2015 - July 2015
Credit Suisse April 2015 - April 2015
Perella Weinberg Partners April 2015 - April 2015
CICC July 2014 - August 2014
DressBarn, Ascena Retail Group, Inc. January 2014 - January 2014
China Construction Bank June 2013 - August 2013
Haikou Union Micro-finance Co.Ltd May 2012 - July 2012
International Service Learning, Riverkids December 2011 - December 2011
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Strategy
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (B.A.)
Raffles Institution 2011 — 2012
Cambridge GCE Advanced Level, Science Stream
Cedar Girls' Secondary School 2009 — 2010
Cambridge GCE Ordinary Level
Adam Friedman Adam Friedman's Perella Weinberg Partners Experience July 2013 - July 2015
Job Private Equity Associate at Linden LLC
Industry Venture Capital & Private Equity
Experience
Linden LLC August 2015 - Present
Perella Weinberg Partners July 2013 - July 2015
Perella Weinberg Partners June 2012 - August 2012
Skills
Investment Banking, Valuation, Capital IQ, Corporate Finance, Capital Markets, LBO, DCF, Business Valuation, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance and Accounting
London School of Economics and Political Science 2011 — 2011
Finance
Linden LLC August 2015 - Present
Perella Weinberg Partners July 2013 - July 2015
Perella Weinberg Partners June 2012 - August 2012
Skills
Investment Banking, Valuation, Capital IQ, Corporate Finance, Capital Markets, LBO, DCF, Business Valuation, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance and Accounting
London School of Economics and Political Science 2011 — 2011
Finance
Elena Petrov, CAIA's Perella Weinberg Partners Experience 2011 - 2012
Job Vice President Finance at Propel(x)
Industry Financial Services
Experience
Propel(x) August 2015 - Present
Perins LLC 2014 - Present
SAP 2013 - 2014
Perella Weinberg Partners 2011 - 2012
Barclays Capital 2009 - 2011
J.P. Morgan Securities 2006 - 2009
Cap Gemini Ernst & Young 2001 - 2004
Skills
Investment Banking, Corporate Finance, Corporate Development, Management Consulting, Strategy, Financial Institutions, Private Equity, Venture Capital, Hedge Funds, Valuation, Financial Modeling, Business Process..., Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Project Management, Capital Markets, Enterprise Software, Portfolio Management, Due Diligence, Investments, Business Development, Banking, Emerging Markets, Derivatives, Restructuring, Alternative Investments, Fixed Income, Structured Finance, Asset Management, Financial Structuring, Financial Services, Business Valuation, LBO, Financial Markets, IPO, Acquisition Integration, Acquisitions, Project Finance, Equity Valuation, Business Strategy, M&A experience, ERP
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Accounting
University of Toronto
B.A.Sc., Engineering Science
The Royal Conservatory of Music
Toronto, Canada
Propel(x) August 2015 - Present
Perins LLC 2014 - Present
SAP 2013 - 2014
Perella Weinberg Partners 2011 - 2012
Barclays Capital 2009 - 2011
J.P. Morgan Securities 2006 - 2009
Cap Gemini Ernst & Young 2001 - 2004
Skills
Investment Banking, Corporate Finance, Corporate Development, Management Consulting, Strategy, Financial Institutions, Private Equity, Venture Capital, Hedge Funds, Valuation, Financial Modeling, Business Process..., Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Project Management, Capital Markets, Enterprise Software, Portfolio Management, Due Diligence, Investments, Business Development, Banking, Emerging Markets, Derivatives, Restructuring, Alternative Investments, Fixed Income, Structured Finance, Asset Management, Financial Structuring, Financial Services, Business Valuation, LBO, Financial Markets, IPO, Acquisition Integration, Acquisitions, Project Finance, Equity Valuation, Business Strategy, M&A experience, ERP
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Accounting
University of Toronto
B.A.Sc., Engineering Science
The Royal Conservatory of Music
Toronto, Canada
Shale Gulbas's Perella Weinberg Partners Experience 2011 - 2012
Job Associate at CIC Partners
Industry Investment Management
Experience
CIC Partners January 2014 - Present
J.P. Morgan June 2012 - December 2013
Perella Weinberg Partners 2011 - 2012
Skills
Capital IQ, Investment Banking, Valuation, Financial Modeling, Bloomberg, Business Valuation, VBA, Private Equity, Corporate Finance, Alternative Investments, LBO, M&A experience, Equity Research, Equities, Bloomberg Terminal, Hedge Funds, Financial Analysis, Capital Markets, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
CIC Partners January 2014 - Present
J.P. Morgan June 2012 - December 2013
Perella Weinberg Partners 2011 - 2012
Skills
Capital IQ, Investment Banking, Valuation, Financial Modeling, Bloomberg, Business Valuation, VBA, Private Equity, Corporate Finance, Alternative Investments, LBO, M&A experience, Equity Research, Equities, Bloomberg Terminal, Hedge Funds, Financial Analysis, Capital Markets, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Jeff Curtis, CFA's Perella Weinberg Partners Experience June 2010 - Present
Job Associate at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners June 2010 - Present
UBS Investment Bank June 2008 - June 2010
Westlake Securities May 2007 - May 2008
Skills
Financial Modeling, Bloomberg, Investment Banking, Valuation, Asset Allocation, Asset Management, Private Equity/Venture..., Asset Managment, Private Equity, Alternative Investments, Investments, Equities, Capital Markets, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 2003 — 2008
Master's degree, Accounting
The University of Texas at Austin 2003 — 2008
Bachelor of Business Administration (BBA), Business Honors
Perella Weinberg Partners June 2010 - Present
UBS Investment Bank June 2008 - June 2010
Westlake Securities May 2007 - May 2008
Skills
Financial Modeling, Bloomberg, Investment Banking, Valuation, Asset Allocation, Asset Management, Private Equity/Venture..., Asset Managment, Private Equity, Alternative Investments, Investments, Equities, Capital Markets, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 2003 — 2008
Master's degree, Accounting
The University of Texas at Austin 2003 — 2008
Bachelor of Business Administration (BBA), Business Honors
Matt Scogin Matt Scogin's Perella Weinberg Partners Experience September 2014 - Present
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners September 2014 - Present
NYSE Euronext April 2009 - August 2014
Wachovia Bank / Wells Fargo 2008 - 2009
US Department of Treasury 2006 - 2008
Governor Mitt Romney 2006 - 2006
Robert Bosch Foundation 2005 - 2005
State Representative Barbara VanderVeen 2002 - 2003
The White House February 2001 - August 2001
Skills
Strategy, Public Policy, Mergers & Acquisitions, Economics, Capital Markets, Strategic Communications, Politics, Business Strategy, Finance, Program Management, Financial Services, Leadership, Management Consulting, Speech Writing, Crisis Communications, Public Affairs, Investor Relations, Corporate Social..., Securities Regulation, Macroeconomics, Community Outreach, Private Equity, Equities, Change Management, Executive Management, Financial Regulation, Emerging Markets, Hedge Funds, Public Speaking
Education
Harvard University Kennedy School of Government 2003 — 2005
Masters in Public Policy
Hope College 1998 — 2002
BA
Perella Weinberg Partners September 2014 - Present
NYSE Euronext April 2009 - August 2014
Wachovia Bank / Wells Fargo 2008 - 2009
US Department of Treasury 2006 - 2008
Governor Mitt Romney 2006 - 2006
Robert Bosch Foundation 2005 - 2005
State Representative Barbara VanderVeen 2002 - 2003
The White House February 2001 - August 2001
Skills
Strategy, Public Policy, Mergers & Acquisitions, Economics, Capital Markets, Strategic Communications, Politics, Business Strategy, Finance, Program Management, Financial Services, Leadership, Management Consulting, Speech Writing, Crisis Communications, Public Affairs, Investor Relations, Corporate Social..., Securities Regulation, Macroeconomics, Community Outreach, Private Equity, Equities, Change Management, Executive Management, Financial Regulation, Emerging Markets, Hedge Funds, Public Speaking
Education
Harvard University Kennedy School of Government 2003 — 2005
Masters in Public Policy
Hope College 1998 — 2002
BA
Saragh de Laszlo Saragh de Laszlo's Perella Weinberg Partners Experience January 2014 - December 2014
Job CoEditor at The Scout Guide Two Rivers & The Shore
Industry Marketing and Advertising
Experience
The Scout Guide April 2015 - Present
Perella Weinberg Partners January 2014 - December 2014
BNY Mellon December 2012 - January 2014
Ernst & Young September 2011 - January 2013
Ernst & Young June 2010 - August 2010
Skills
Investor Relations, Asset Management, Hedge Funds, People Skills, Analytical Skills, Communication Skills, Research, Team Leadership, Assurance, Interpersonal Skill, Microsoft Excel, Financial Reporting, Problem Solving, Auditing, Human Resources, Time Management, Teamwork, Social Media, Customer Service
Education
Monmouth University 2007 — 2011
B.S. Business Administration, Concentrations in Accounting and Finance
Rumson Fair Haven Regional High School 2002 — 2006
New York School of Interior Design
Candidate for Basic Interior Design Certificate
The Scout Guide April 2015 - Present
Perella Weinberg Partners January 2014 - December 2014
BNY Mellon December 2012 - January 2014
Ernst & Young September 2011 - January 2013
Ernst & Young June 2010 - August 2010
Skills
Investor Relations, Asset Management, Hedge Funds, People Skills, Analytical Skills, Communication Skills, Research, Team Leadership, Assurance, Interpersonal Skill, Microsoft Excel, Financial Reporting, Problem Solving, Auditing, Human Resources, Time Management, Teamwork, Social Media, Customer Service
Education
Monmouth University 2007 — 2011
B.S. Business Administration, Concentrations in Accounting and Finance
Rumson Fair Haven Regional High School 2002 — 2006
New York School of Interior Design
Candidate for Basic Interior Design Certificate
Victor Consoli Victor Consoli's Perella Weinberg Partners Experience July 2008 - Present
Job Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Calvin Xu Calvin Xu's Perella Weinberg Partners Experience July 2013 - June 2015
Job Corporate Finance at Twitter
Industry Internet
Experience
Twitter June 2015 - Present
Perella Weinberg Partners July 2013 - June 2015
Stifel Nicolaus Weisel June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Modeling, Business Modeling, Bloomberg, Corporate Finance, Economics, Financial Analysis, Valuation
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
Twitter June 2015 - Present
Perella Weinberg Partners July 2013 - June 2015
Stifel Nicolaus Weisel June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Modeling, Business Modeling, Bloomberg, Corporate Finance, Economics, Financial Analysis, Valuation
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
Michael McGrath's Perella Weinberg Partners Experience May 2012 - December 2014
Job Founder at MPM Advisors, LLC
Industry Financial Services
Experience
MPM Advisors, LLC January 2015 - Present
Perella Weinberg Partners May 2012 - December 2014
Morgan Stanley June 2009 - November 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Nuveen Investments July 2001 - May 2004
Skills
Product Strategy and..., Product Development, Platform Design and..., Management, Alternative Investments, Hedge Funds, Investment Management, Segmentation, Fund Of Funds, Investment Strategies, Mutual Funds, Private Equity, Due Diligence, Risk Management, Wealth Management, Strategy, Asset Management, Investments, Capital Markets, Wealth Management..., Equities, Portfolio Management, Product Management, ETFs, Asset Allocation, Animal Husbandry, Mergers & Acquisitions, Bird Watching, Asset Managment, Fixed Income, P&L Management, Speed Reading, Series 7, Gymnastics, Trading
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Saint Peter's University 1986 — 1990
BA, Political Science
Saint Peter's Preparatory School 1982 — 1986
high school diploma
OLV 1975 — 1982
grammar school diploma, milk and cookies
MPM Advisors, LLC January 2015 - Present
Perella Weinberg Partners May 2012 - December 2014
Morgan Stanley June 2009 - November 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2004 - 2007
Nuveen Investments July 2001 - May 2004
Skills
Product Strategy and..., Product Development, Platform Design and..., Management, Alternative Investments, Hedge Funds, Investment Management, Segmentation, Fund Of Funds, Investment Strategies, Mutual Funds, Private Equity, Due Diligence, Risk Management, Wealth Management, Strategy, Asset Management, Investments, Capital Markets, Wealth Management..., Equities, Portfolio Management, Product Management, ETFs, Asset Allocation, Animal Husbandry, Mergers & Acquisitions, Bird Watching, Asset Managment, Fixed Income, P&L Management, Speed Reading, Series 7, Gymnastics, Trading
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Saint Peter's University 1986 — 1990
BA, Political Science
Saint Peter's Preparatory School 1982 — 1986
high school diploma
OLV 1975 — 1982
grammar school diploma, milk and cookies
Emily Levin Emily Levin's Perella Weinberg Partners Experience May 2012 - August 2012
Job Analyst, Master Data and Reporting at Moet Hennessy USA
Industry Higher Education
Experience
Moet Hennessy USA June 2014 - Present
Moet Hennessy USA July 2013 - June 2014
Perella Weinberg Partners May 2012 - August 2012
Neuberger Berman June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, SAP, Microsoft Office, SAP APO, SAP BPC, Cognos ReportNet, Master Data Management, Customer Service, Analysis, Facebook, Finance
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Moet Hennessy USA June 2014 - Present
Moet Hennessy USA July 2013 - June 2014
Perella Weinberg Partners May 2012 - August 2012
Neuberger Berman June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, SAP, Microsoft Office, SAP APO, SAP BPC, Cognos ReportNet, Master Data Management, Customer Service, Analysis, Facebook, Finance
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Erik Rivera Erik Rivera's Perella Weinberg Partners Experience October 2013 - Present
Job Customer Service Representative at Regus
Industry Education Management
Experience
Perella Weinberg Partners October 2013 - Present
Regus July 2009 - Present
Columbia University January 2007 - May 2009
st martins press March 2004 - June 2006
Skills
Customer Service, Customer Satisfaction, Data Entry
Education
Monroe College 2002 — 2008
Associate's degree, Business Administration and Management, General
Perella Weinberg Partners October 2013 - Present
Regus July 2009 - Present
Columbia University January 2007 - May 2009
st martins press March 2004 - June 2006
Skills
Customer Service, Customer Satisfaction, Data Entry
Education
Monroe College 2002 — 2008
Associate's degree, Business Administration and Management, General
Craig Horton Craig Horton's Perella Weinberg Partners Experience August 2011 - November 2013
Job Associate at The Yucaipa Companies
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners August 2011 - November 2013
Perella Weinberg Partners June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, Mergers & Acquisitions, DCF, LBO, Restructuring, Valuation, Financial Analysis, Investment Banking, Private Equity, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Summer Program, Finance
Perella Weinberg Partners August 2011 - November 2013
Perella Weinberg Partners June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, Mergers & Acquisitions, DCF, LBO, Restructuring, Valuation, Financial Analysis, Investment Banking, Private Equity, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Summer Program, Finance
Aaron Solomon Aaron Solomon's Perella Weinberg Partners Experience June 2015 - Present
Job Associate at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners June 2015 - Present
The Blackstone Group July 2013 - June 2015
Credit Suisse June 2012 - September 2012
Hypatia Capital Group May 2010 - August 2011
Cornerstone Research June 2003 - July 2007
Skills
Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Economics, Divestitures
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting and Entrepreneurship
University of California, Berkeley 2000 — 2003
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
BS, Business Administration
Perella Weinberg Partners June 2015 - Present
The Blackstone Group July 2013 - June 2015
Credit Suisse June 2012 - September 2012
Hypatia Capital Group May 2010 - August 2011
Cornerstone Research June 2003 - July 2007
Skills
Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Economics, Divestitures
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting and Entrepreneurship
University of California, Berkeley 2000 — 2003
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
BS, Business Administration
Carissa Trast's Perella Weinberg Partners Experience May 2013 - September 2013
Job Attorney/Human Resources Professional
Industry Law Practice
Experience
Silver Lake September 2014 - Present
Kramer Levin Naftalis & Frankel LLP July 2014 - September 2014
Viking Global Investors May 2014 - July 2014
Perella Weinberg Partners May 2013 - September 2013
Kramer Levin Naftalis & Frankel LLP July 2008 - February 2013
Schlissel Ostrow Karabatos, PLLC September 2007 - July 2008
Skills
Litigation, Appeals, Intellectual Property, Employee Benefits, Corporate Law, Trials, Legal Research, Legal Writing
Education
Hofstra University School of Law 2004 — 2007
Juris Doctor, Law, cum laude
State University of New York College at Geneseo 2000 — 2004
BA, Sociology, cum laude
Kingston High School 1996 — 2000
Silver Lake September 2014 - Present
Kramer Levin Naftalis & Frankel LLP July 2014 - September 2014
Viking Global Investors May 2014 - July 2014
Perella Weinberg Partners May 2013 - September 2013
Kramer Levin Naftalis & Frankel LLP July 2008 - February 2013
Schlissel Ostrow Karabatos, PLLC September 2007 - July 2008
Skills
Litigation, Appeals, Intellectual Property, Employee Benefits, Corporate Law, Trials, Legal Research, Legal Writing
Education
Hofstra University School of Law 2004 — 2007
Juris Doctor, Law, cum laude
State University of New York College at Geneseo 2000 — 2004
BA, Sociology, cum laude
Kingston High School 1996 — 2000
Paul Levchenko's Perella Weinberg Partners Experience July 2015 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Morgan Stanley May 2014 - August 2014
Marlin Equity Partners May 2013 - August 2013
Cetera Advisors LLC May 2012 - August 2012
Education
University of California, Berkeley 2011 — 2015
Economics
Redondo Union High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
Morgan Stanley May 2014 - August 2014
Marlin Equity Partners May 2013 - August 2013
Cetera Advisors LLC May 2012 - August 2012
Education
University of California, Berkeley 2011 — 2015
Economics
Redondo Union High School 2007 — 2011
Dylan Kordic Dylan Kordic's Perella Weinberg Partners Experience August 2012 - June 2015
Job Hedge Fund Analyst at Dorsal Capital Management, LLC
Industry Investment Management
Experience
Dorsal Capital Management, LLC July 2015 - Present
Perella Weinberg Partners August 2012 - June 2015
Stanford University September 2008 - June 2012
Perella Weinberg Partners June 2011 - August 2011
Western Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Financial Modeling, Investments, Mergers, Data Analysis, Valuation, Microsoft Excel, PowerPoint, Research, Economics, Entrepreneurship, Social Media, Financial Analysis, Mergers & Acquisitions, Finance, Accounting, Blue Sky Thinking, White Hat, Team Spirit, Friendly Personality, Dog Behavior, Phone Etiquette, Music Videos, Outdoor Recreation, Loving Life, Quality Auditing
Education
Stanford University 2008 — 2012
B.S, Management Science & Engineering; Financial and Decision Engineering
Mira Costa High School 2004 — 2008
Valedictorian
Dorsal Capital Management, LLC July 2015 - Present
Perella Weinberg Partners August 2012 - June 2015
Stanford University September 2008 - June 2012
Perella Weinberg Partners June 2011 - August 2011
Western Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Financial Modeling, Investments, Mergers, Data Analysis, Valuation, Microsoft Excel, PowerPoint, Research, Economics, Entrepreneurship, Social Media, Financial Analysis, Mergers & Acquisitions, Finance, Accounting, Blue Sky Thinking, White Hat, Team Spirit, Friendly Personality, Dog Behavior, Phone Etiquette, Music Videos, Outdoor Recreation, Loving Life, Quality Auditing
Education
Stanford University 2008 — 2012
B.S, Management Science & Engineering; Financial and Decision Engineering
Mira Costa High School 2004 — 2008
Valedictorian
Afsheen Khosrowjerdi's Perella Weinberg Partners Experience March 2008 - Present
Job Trader/Portfolio Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners March 2008 - Present
Aqr Capital Management March 2007 - March 2008
Skills
Hedge Funds, Capital Markets, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Asset Management, Valuation
Education
The George Washington University 2002 — 2006
Bachelor of Arts (BA), Economics, 3.76
Perella Weinberg Partners March 2008 - Present
Aqr Capital Management March 2007 - March 2008
Skills
Hedge Funds, Capital Markets, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Asset Management, Valuation
Education
The George Washington University 2002 — 2006
Bachelor of Arts (BA), Economics, 3.76
Michael Vasiliou's Perella Weinberg Partners Experience July 2010 - Present
Job Systems Engineer at Perella Weinberg Partners
Industry Information Technology and Services
Experience
Perella Weinberg Partners July 2010 - Present
Exenet, LLC November 2007 - March 2010
EzeCastle Intergration March 2006 - November 2007
Oppenheimer Funds 2005 - 2006
Houlihan Lokey Howard 2001 - 2005
Clinical Diagnostic Services 1997 - 2001
Skills
VCP, MCSE, VMware ESX, Virtualization, Windows Server, Active Directory, VMware View, Microsoft Exchange, Symantec Enterprise...
Education
Touro College 2002 — 2007
Bachelors, Information Technology Management
Briarcliffe College 1995 — 1997
Perella Weinberg Partners July 2010 - Present
Exenet, LLC November 2007 - March 2010
EzeCastle Intergration March 2006 - November 2007
Oppenheimer Funds 2005 - 2006
Houlihan Lokey Howard 2001 - 2005
Clinical Diagnostic Services 1997 - 2001
Skills
VCP, MCSE, VMware ESX, Virtualization, Windows Server, Active Directory, VMware View, Microsoft Exchange, Symantec Enterprise...
Education
Touro College 2002 — 2007
Bachelors, Information Technology Management
Briarcliffe College 1995 — 1997
Teddy Collins's Perella Weinberg Partners Experience August 2011 - March 2014
Job Product Planner at Apple
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Pocket Gems March 2014 - March 2015
Perella Weinberg Partners August 2011 - March 2014
Perella Weinberg Partners December 2009 - August 2011
J.P. Morgan Securities July 2008 - May 2009
Stanford Graduate School of Business January 2007 - June 2008
JPMorgan June 2007 - August 2007
Stanford University Varsity Golf Team August 2004 - January 2007
Education
Stanford University 2004 — 2008
BA
University of Oxford 2007 — 2007
Apple March 2015 - Present
Pocket Gems March 2014 - March 2015
Perella Weinberg Partners August 2011 - March 2014
Perella Weinberg Partners December 2009 - August 2011
J.P. Morgan Securities July 2008 - May 2009
Stanford Graduate School of Business January 2007 - June 2008
JPMorgan June 2007 - August 2007
Stanford University Varsity Golf Team August 2004 - January 2007
Education
Stanford University 2004 — 2008
BA
University of Oxford 2007 — 2007
Sean McCabe's Perella Weinberg Partners Experience March 2008 - Present
Job Senior Support Engineer
Industry Information Technology and Services
Experience
Perella Weinberg Partners March 2008 - Present
Citi September 2007 - February 2008
Ketchum Public Relations April 2006 - September 2007
Skills
XP, Desktop Support, Windows 7, Laptops, Software Installation, Operating Systems, Blackberry Enterprise..., Troubleshooting, Printers, Blackberry, A+ Certified, DNS, Customer Relations, Service Desk, Customer Service, Outlook, Problem Solving, Technical Support, System Administration, CompTIA Network+..., VMware, Networking, Windows XP
Education
Kingsborough Community College
Associate of Arts (AA), Early Childhood Education and Teaching
Perella Weinberg Partners March 2008 - Present
Citi September 2007 - February 2008
Ketchum Public Relations April 2006 - September 2007
Skills
XP, Desktop Support, Windows 7, Laptops, Software Installation, Operating Systems, Blackberry Enterprise..., Troubleshooting, Printers, Blackberry, A+ Certified, DNS, Customer Relations, Service Desk, Customer Service, Outlook, Problem Solving, Technical Support, System Administration, CompTIA Network+..., VMware, Networking, Windows XP
Education
Kingsborough Community College
Associate of Arts (AA), Early Childhood Education and Teaching
Jason Nagy's Perella Weinberg Partners Experience July 2009 - Present
Job Hedge Fund Director of Operations
Industry Financial Services
Experience
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Andy Ye's Perella Weinberg Partners Experience May 2005 - January 2013
Job Managing Partner at Worldwise Consulting Inc
Industry Investment Management
Experience
Worldwise Consulting Inc January 2013 - Present
Perella Weinberg Partners May 2005 - January 2013
Lutron Electronics February 2002 - May 2005
Lockheed Martin May 2001 - February 2002
Skills
Investment Strategies, Foreign Investment, Business Strategy, New Business Generation, Cross-border..., Creative Solutions, Brand Development, Marketing Strategy, Ideas Development, Management Consulting, Strategic Partnerships, International Relations, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Management, Asset Management, Fixed Income
Education
Lehigh University 2002 — 2003
Master of Business Administration (M.B.A.), International Finance
The George Washington University 2001 — 2002
Computer Science
The Johns Hopkins University 2001 — 2002
Master's Degree, Computer Science
West Virginia University 1998 — 2001
Bachelor's Degree, Computer Science
Worldwise Consulting Inc January 2013 - Present
Perella Weinberg Partners May 2005 - January 2013
Lutron Electronics February 2002 - May 2005
Lockheed Martin May 2001 - February 2002
Skills
Investment Strategies, Foreign Investment, Business Strategy, New Business Generation, Cross-border..., Creative Solutions, Brand Development, Marketing Strategy, Ideas Development, Management Consulting, Strategic Partnerships, International Relations, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Management, Asset Management, Fixed Income
Education
Lehigh University 2002 — 2003
Master of Business Administration (M.B.A.), International Finance
The George Washington University 2001 — 2002
Computer Science
The Johns Hopkins University 2001 — 2002
Master's Degree, Computer Science
West Virginia University 1998 — 2001
Bachelor's Degree, Computer Science
James Wappler's Perella Weinberg Partners Experience August 2009 - Present
Job Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2009 - Present
Deloitte Consulting August 2004 - July 2007
Mercer Consulting June 2003 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Analysis, Corporate Development, Hedge Funds, Equities, Venture Capital, Alternative Investments, Bloomberg
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Economics
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Perella Weinberg Partners August 2009 - Present
Deloitte Consulting August 2004 - July 2007
Mercer Consulting June 2003 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Analysis, Corporate Development, Hedge Funds, Equities, Venture Capital, Alternative Investments, Bloomberg
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Economics
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Rossy Burgin's Perella Weinberg Partners Experience February 2014 - Present
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners February 2014 - Present
JP Morgan 2011 - June 2013
JDS Holdings/CNL Financial Group May 2006 - May 2011
Merrill Lynch May 2005 - February 2006
Eurobank, Bulgaria 2004 - 2004
Skills
Valuation, Investments, Portfolio Management, Financial Reporting, Capital Markets
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
Sofia University St. Kliment Ohridski 1998 — 2002
BA, Economics
Perella Weinberg Partners February 2014 - Present
JP Morgan 2011 - June 2013
JDS Holdings/CNL Financial Group May 2006 - May 2011
Merrill Lynch May 2005 - February 2006
Eurobank, Bulgaria 2004 - 2004
Skills
Valuation, Investments, Portfolio Management, Financial Reporting, Capital Markets
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
Sofia University St. Kliment Ohridski 1998 — 2002
BA, Economics
Eric Hanchar's Perella Weinberg Partners Experience 2007 - Present
Job Sr. Systems Engineer at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners 2007 - Present
Mobilegeek Inc. 1999 - 2007
Stellaris Health 2005 - 2006
Ericom 2004 - 2005
XL Global Services 2002 - 2004
Skills
VMware, RSA SecurID, EMC2, NetApp, VMware ESX, Windows, Disaster Recovery, Virtualization, DLP, Storage Architecture, Storage Area Networks, IT Compliance, Citrix, Microsoft Technologies, Blackberry Enterprise..., Cisco Wireless, Systems Engineering, System Administration, Microsoft Exchange, Security, SAN, Windows Server, Active Directory, DNS, Desktop Imaging, Cloud Computing, Vendor Management, Data Center
Education
Pace University 2003 — 2006
The University of Connecticut 2002 — 2003
Clarkstown North Senior High School
Clarkstown North Senior High School
NetCom
Perella Weinberg Partners 2007 - Present
Mobilegeek Inc. 1999 - 2007
Stellaris Health 2005 - 2006
Ericom 2004 - 2005
XL Global Services 2002 - 2004
Skills
VMware, RSA SecurID, EMC2, NetApp, VMware ESX, Windows, Disaster Recovery, Virtualization, DLP, Storage Architecture, Storage Area Networks, IT Compliance, Citrix, Microsoft Technologies, Blackberry Enterprise..., Cisco Wireless, Systems Engineering, System Administration, Microsoft Exchange, Security, SAN, Windows Server, Active Directory, DNS, Desktop Imaging, Cloud Computing, Vendor Management, Data Center
Education
Pace University 2003 — 2006
The University of Connecticut 2002 — 2003
Clarkstown North Senior High School
Clarkstown North Senior High School
NetCom
Lauren Garner's Perella Weinberg Partners Experience October 2014 - Present
Job Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners October 2014 - Present
GoldenTree Asset Management March 2009 - September 2014
JD Capital Management December 2007 - October 2008
TUDOR INVESTMENT CORPORATION January 2002 - July 2007
Morgan Stanley 2000 - 2002
Skills
Leveraged Finance, Investment Banking, High Yield, Portfolio Management, Special Situations, Credit, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Capital Markets, Financial Modeling, Equity Research, Investments, Credit Derivatives
Education
Princeton University 1996 — 2000
BSE, Operations Research and Financial Engineering, Magna Cum Laude
Pine Crest Preparatory School 1983 — 1996
High School, K-12
Perella Weinberg Partners October 2014 - Present
GoldenTree Asset Management March 2009 - September 2014
JD Capital Management December 2007 - October 2008
TUDOR INVESTMENT CORPORATION January 2002 - July 2007
Morgan Stanley 2000 - 2002
Skills
Leveraged Finance, Investment Banking, High Yield, Portfolio Management, Special Situations, Credit, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Capital Markets, Financial Modeling, Equity Research, Investments, Credit Derivatives
Education
Princeton University 1996 — 2000
BSE, Operations Research and Financial Engineering, Magna Cum Laude
Pine Crest Preparatory School 1983 — 1996
High School, K-12
Scott Bruckner's Perella Weinberg Partners Experience April 2007 - May 2015
Job Senior Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
Macquarie Capital June 2015 - Present
Perella Weinberg Partners April 2007 - May 2015
Morgan Stanley 1997 - January 2007
Carnegie Endowment for International Peace 1995 - 1997
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets, Hedge Funds, Equities, Venture Capital, Financial Modeling, Strategic Planning, Investments, Business Strategy, Emerging Markets, Corporate Development, Strategy, Communications..., Telecommunications, Wireless, M2M, Data Center, Internet of Things, Start-ups, Business Development
Education
University of California, Los Angeles 1984 — 1992
Ph.D, Political Science/Political Economy
Adam Verost's Perella Weinberg Partners Experience January 2007 - February 2015
Job Self Employed
Industry Investment Banking
Experience
Self Employed February 2015 - Present
Perella Weinberg Partners January 2007 - February 2015
Kramer Capital Partners February 2006 - January 2007
Greenhill & Co. June 2001 - February 2006
Houlihan Lokey Howard & Zukin August 1998 - June 2001
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Hedge Funds, Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Corporate Development, LBO, Equities, Alternative Investments, Investments, Venture Capital, Fixed Income, Financial Analysis, M&A experience, Restructuring, Financial Structuring, Structured Finance, Emerging Markets
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Finance, Accounting, International Business
Self Employed February 2015 - Present
Perella Weinberg Partners January 2007 - February 2015
Kramer Capital Partners February 2006 - January 2007
Greenhill & Co. June 2001 - February 2006
Houlihan Lokey Howard & Zukin August 1998 - June 2001
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Hedge Funds, Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Corporate Development, LBO, Equities, Alternative Investments, Investments, Venture Capital, Fixed Income, Financial Analysis, M&A experience, Restructuring, Financial Structuring, Structured Finance, Emerging Markets
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Finance, Accounting, International Business
Marty Cheatham, CFA's Perella Weinberg Partners Experience January 2008 - March 2011
Job Hoplite Capital Management
Industry Investment Management
Experience
Hoplite Capital Management March 2011 - Present
Perella Weinberg Partners January 2008 - March 2011
Cooper Hill Partners, LLC April 2002 - September 2007
Merrill Lynch Investment Managers June 2001 - March 2002
Education
Princeton University 1997 — 2001
Hoplite Capital Management March 2011 - Present
Perella Weinberg Partners January 2008 - March 2011
Cooper Hill Partners, LLC April 2002 - September 2007
Merrill Lynch Investment Managers June 2001 - March 2002
Education
Princeton University 1997 — 2001
Joshua Scherer's Perella Weinberg Partners Experience June 2007 - February 2015
Job Self Employed
Industry Investment Banking
Experience
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Santiago E. Núñez's Perella Weinberg Partners Experience August 2015 - Present
Job Director PWP Growth Equity
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners August 2015 - Present
Pressed Juicery June 2014 - August 2014
TPG Capital August 2011 - July 2013
Lazard Frères & Co. June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance; Management
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Perella Weinberg Partners August 2015 - Present
Pressed Juicery June 2014 - August 2014
TPG Capital August 2011 - July 2013
Lazard Frères & Co. June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance; Management
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Sarah Somers's Perella Weinberg Partners Experience October 2011 - March 2014
Job Managing Director, Direct Investments at Romar Capital
Industry Investment Management
Experience
Romar Capital April 2014 - Present
Perella Weinberg Partners October 2011 - March 2014
Silver Lake Partners September 2007 - October 2011
Morgan Stanley July 2006 - September 2007
Morgan Stanley 2003 - 2006
Skills
Investor Relations, Marketing, Hedge Funds, Private Equity
Education
Marquette University 1998 — 2002
Bachelor of Science (B.S.), Finance and International Business
Romar Capital April 2014 - Present
Perella Weinberg Partners October 2011 - March 2014
Silver Lake Partners September 2007 - October 2011
Morgan Stanley July 2006 - September 2007
Morgan Stanley 2003 - 2006
Skills
Investor Relations, Marketing, Hedge Funds, Private Equity
Education
Marquette University 1998 — 2002
Bachelor of Science (B.S.), Finance and International Business
Deepak Jaisankar's Perella Weinberg Partners Experience June 2014 - August 2014
Job Associate, M&A and Restructuring at Perella Weinberg Partners
Industry Financial Services
Experience
The Wharton School August 2013 - May 2015
Perella Weinberg Partners June 2014 - August 2014
International Finance Corporation (The World Bank Group) December 2010 - May 2013
DnB Markets July 2009 - August 2010
DnB Markets September 2007 - June 2009
Barclays Bank PLC 2006 - 2006
JM Morgan Stanley 2006 - 2006
Skills
Corporate Finance, Project Finance, Mergers, Investments, Equities, Structured Finance, Valuation, Financial Modeling, Equity Capital Markets, Investment Banking, Capital Markets, Development Financing, Term Sheets, Documentations, Negotiation, Communication, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), General Management and Finance
Singapore Management University 2003 — 2007
B.Sc., Economics, Second Major in Finance
Sardar Patel Vidyalaya 1999 — 2003
The Wharton School August 2013 - May 2015
Perella Weinberg Partners June 2014 - August 2014
International Finance Corporation (The World Bank Group) December 2010 - May 2013
DnB Markets July 2009 - August 2010
DnB Markets September 2007 - June 2009
Barclays Bank PLC 2006 - 2006
JM Morgan Stanley 2006 - 2006
Skills
Corporate Finance, Project Finance, Mergers, Investments, Equities, Structured Finance, Valuation, Financial Modeling, Equity Capital Markets, Investment Banking, Capital Markets, Development Financing, Term Sheets, Documentations, Negotiation, Communication, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), General Management and Finance
Singapore Management University 2003 — 2007
B.Sc., Economics, Second Major in Finance
Sardar Patel Vidyalaya 1999 — 2003
C. Martin Meekins's Perella Weinberg Partners Experience March 2007 - April 2011
Job General Counsel and Chief Compliance Officer at Empyrean Capital Partners
Industry Financial Services
Experience
Empyrean Capital Partners April 2011 - Present
Perella Weinberg Partners March 2007 - April 2011
ACE Ventures (Los Angeles and New York) 2006 - 2007
White & Case (LA), Covington & Burling (DC) and Vinson & Elkins (Houston) 1997 - 2005
Skills
Mergers, Corporate Law, Venture Capital, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Securities Regulation, Securities, Capital Markets, Corporate Governance, Equities, Asset Managment, Investment Banking, Investments, SEC, Fixed Income, Investment Advisers Act, FCPA, Investment Company Act, Asset Management, Risk Management, Mergers & Acquisitions, FINRA, Corporate Finance, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CRCP, Securities Regulation and Compliance
The University of Texas School of Law 1993 — 1997
JD
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
MBA, Strategy and Finance
The University of Texas at Austin 1989 — 1993
BA, Plan II Honors (History, Economics and Russian Studies)
Empyrean Capital Partners April 2011 - Present
Perella Weinberg Partners March 2007 - April 2011
ACE Ventures (Los Angeles and New York) 2006 - 2007
White & Case (LA), Covington & Burling (DC) and Vinson & Elkins (Houston) 1997 - 2005
Skills
Mergers, Corporate Law, Venture Capital, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Securities Regulation, Securities, Capital Markets, Corporate Governance, Equities, Asset Managment, Investment Banking, Investments, SEC, Fixed Income, Investment Advisers Act, FCPA, Investment Company Act, Asset Management, Risk Management, Mergers & Acquisitions, FINRA, Corporate Finance, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CRCP, Securities Regulation and Compliance
The University of Texas School of Law 1993 — 1997
JD
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
MBA, Strategy and Finance
The University of Texas at Austin 1989 — 1993
BA, Plan II Honors (History, Economics and Russian Studies)
Whitney (Phillips) Doerr's Perella Weinberg Partners Experience August 2009 - June 2012
Job Senior Associate at Victory Park Capital Advisors
Industry Venture Capital & Private Equity
Experience
Victory Park Capital Advisors 2013 - Present
Castle Harlan July 2012 - July 2013
Perella Weinberg Partners August 2009 - June 2012
Skills
Valuation
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, General
Victory Park Capital Advisors 2013 - Present
Castle Harlan July 2012 - July 2013
Perella Weinberg Partners August 2009 - June 2012
Skills
Valuation
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, General
George Ligouri's Perella Weinberg Partners Experience September 2009 - May 2014
Job Sr. Desktop Support Engineer at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners September 2009 - May 2014
Pequot Capital September 2005 - August 2009
Oxford Health Plans 1994 - 2005
Skills
Disaster Recovery, Trading Systems, Hedge Funds, Technical Support, Asset Management, Asset Managment, Active Directory, Security, Blackberry Enterprise..., Microsoft Exchange, Citrix, Bloomberg, VMware, Data Center, Market Data, VPN, Equities, Alternative Investments, Fixed Income
Education
Masuk High School 1989 — 1993
Sacred Heart University
Perella Weinberg Partners September 2009 - May 2014
Pequot Capital September 2005 - August 2009
Oxford Health Plans 1994 - 2005
Skills
Disaster Recovery, Trading Systems, Hedge Funds, Technical Support, Asset Management, Asset Managment, Active Directory, Security, Blackberry Enterprise..., Microsoft Exchange, Citrix, Bloomberg, VMware, Data Center, Market Data, VPN, Equities, Alternative Investments, Fixed Income
Education
Masuk High School 1989 — 1993
Sacred Heart University
Dan Mullins's Perella Weinberg Partners Experience September 2014 - Present
Job Controller at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners September 2014 - Present
Apollo Management January 2008 - March 2014
G.X. Clarke & Co. June 2004 - December 2007
Deloitte 2000 - 2004
Deloitte & Touche 2000 - 2004
BDO August 1997 - June 2000
Skills
Budgets, Financial Reporting, SEC filings, Hedge Funds, Auditing, Financial Modeling, Strategic Planning, Financial Analysis, Due Diligence, Corporate Finance, Alternative Investments, US GAAP, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Private Equity, IPO, GAAP, Accounting, Finance, Financial Accounting, CPA, SEC Filings, Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
MBA, Accounting & Finance
Saint John's University 1988 — 1992
BS, Accounting
Christ the King Regional High School 1984 — 1988
General
Perella Weinberg Partners September 2014 - Present
Apollo Management January 2008 - March 2014
G.X. Clarke & Co. June 2004 - December 2007
Deloitte 2000 - 2004
Deloitte & Touche 2000 - 2004
BDO August 1997 - June 2000
Skills
Budgets, Financial Reporting, SEC filings, Hedge Funds, Auditing, Financial Modeling, Strategic Planning, Financial Analysis, Due Diligence, Corporate Finance, Alternative Investments, US GAAP, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Private Equity, IPO, GAAP, Accounting, Finance, Financial Accounting, CPA, SEC Filings, Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
MBA, Accounting & Finance
Saint John's University 1988 — 1992
BS, Accounting
Christ the King Regional High School 1984 — 1988
General
Thomas Haines's Perella Weinberg Partners Experience August 2006 - Present
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
RK Mahendran's Perella Weinberg Partners Experience November 2009 - June 2010
Job Principal at HMI Capital LLC
Industry Investment Management
Experience
HMI Capital September 2014 - Present
Thomas H. Lee Partners July 2012 - July 2014
Goldman Sachs June 2010 - July 2012
Perella Weinberg Partners November 2009 - June 2010
Goldman Sachs June 2009 - August 2009
RBS Global Banking & Markets June 2008 - August 2008
Education
The University of Texas at Austin 2006 — 2009
BBA
HMI Capital September 2014 - Present
Thomas H. Lee Partners July 2012 - July 2014
Goldman Sachs June 2010 - July 2012
Perella Weinberg Partners November 2009 - June 2010
Goldman Sachs June 2009 - August 2009
RBS Global Banking & Markets June 2008 - August 2008
Education
The University of Texas at Austin 2006 — 2009
BBA
Trey Thompson's Perella Weinberg Partners Experience April 2007 - Present
Job Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners April 2007 - Present
University of Texas Investment Management Company January 2002 - March 2007
Skills
Hedge Funds, Portfolio Management, Management, Due Diligence, Private Equity, Alternative Investments, Outsourcing, Venture Capital, Investments, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Princeton University 1989 — 1993
AB, History
Perella Weinberg Partners April 2007 - Present
University of Texas Investment Management Company January 2002 - March 2007
Skills
Hedge Funds, Portfolio Management, Management, Due Diligence, Private Equity, Alternative Investments, Outsourcing, Venture Capital, Investments, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Princeton University 1989 — 1993
AB, History
Greg Bazarian's Perella Weinberg Partners Experience October 2011 - July 2013
Job Director US OTC Back Office at Societe Generale
Industry Investment Management
Experience
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
Bonnie Yu's Perella Weinberg Partners Experience August 2013 - Present
Job Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners August 2013 - Present
Rothstein Kass June 2010 - Present
Rothstein Kass November 2005 - June 2010
Walden VC January 2004 - October 2005
Chu and Waters, LLP January 2002 - December 2004
Skills
GAAP, Tax, Financial Reporting, Accounting, Fund Of Funds, Auditing, Partnership Taxation, Fund Accounting, Financial Accounting, Internal Controls, Hedge Funds, US GAAP, SEC filings, Financial Analysis, Bloomberg, Tax Accounting, Financial Modeling, Financial Statements, Variance Analysis, Accounts Receivable, Corporate Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Research
Education
San Francisco State University, College of Business 2000 — 2005
BS, Accounting
Perella Weinberg Partners August 2013 - Present
Rothstein Kass June 2010 - Present
Rothstein Kass November 2005 - June 2010
Walden VC January 2004 - October 2005
Chu and Waters, LLP January 2002 - December 2004
Skills
GAAP, Tax, Financial Reporting, Accounting, Fund Of Funds, Auditing, Partnership Taxation, Fund Accounting, Financial Accounting, Internal Controls, Hedge Funds, US GAAP, SEC filings, Financial Analysis, Bloomberg, Tax Accounting, Financial Modeling, Financial Statements, Variance Analysis, Accounts Receivable, Corporate Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Research
Education
San Francisco State University, College of Business 2000 — 2005
BS, Accounting
Jonathan Gol's Perella Weinberg Partners Experience June 2015 - July 2015
Job MBA Candidate, University of Chicago Booth School of Business
Industry Financial Services
Experience
Perella Weinberg Partners June 2015 - July 2015
Citi July 2013 - June 2014
Citi June 2010 - June 2013
RGE Monitor June 2009 - August 2009
Sothebys June 2008 - August 2008
Brack Capital Real Estate June 2007 - August 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Analysis, FX Options, Macroeconomics, Interest Rate Swaps, Modeling
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
B.A., Economics, Modern Middle East Studies
Perella Weinberg Partners June 2015 - July 2015
Citi July 2013 - June 2014
Citi June 2010 - June 2013
RGE Monitor June 2009 - August 2009
Sothebys June 2008 - August 2008
Brack Capital Real Estate June 2007 - August 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Analysis, FX Options, Macroeconomics, Interest Rate Swaps, Modeling
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
B.A., Economics, Modern Middle East Studies
William Glass's Perella Weinberg Partners Experience June 2009 - Present
Job Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners June 2009 - Present
AIG Financial Services Division / AIG Capital Corp 2008 - 2009
Bear Stearns 2007 - 2008
United States Congress Joint Economic Committee 2006 - 2006
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, LBO, Equities, Due Diligence, Corporate Development, Mergers, Private Equity, Hedge Funds, Finance
Education
London School of Economics and Political Science
General Course, Finance, Economics, Law
The College of William and Mary
BA, International Relations, Finance
The College of William and Mary - The Mason School of Business
BA, Finance, International Relations
Perella Weinberg Partners June 2009 - Present
AIG Financial Services Division / AIG Capital Corp 2008 - 2009
Bear Stearns 2007 - 2008
United States Congress Joint Economic Committee 2006 - 2006
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, LBO, Equities, Due Diligence, Corporate Development, Mergers, Private Equity, Hedge Funds, Finance
Education
London School of Economics and Political Science
General Course, Finance, Economics, Law
The College of William and Mary
BA, International Relations, Finance
The College of William and Mary - The Mason School of Business
BA, Finance, International Relations
Jason Forschler's Perella Weinberg Partners Experience May 2015 - Present
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Kristen Kocis's Perella Weinberg Partners Experience September 2014 - March 2015
Job Associate Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management May 2015 - Present
Perella Weinberg Partners September 2014 - March 2015
Perella Weinberg Partners October 2012 - August 2014
RBC Capital Markets September 2011 - October 2012
RBC Capital Markets June 2009 - December 2011
KBC Financial Products May 2007 - January 2009
Citigroup 2004 - 2004
Skills
Hedge Funds, Derivatives, Capital Markets, Structured Products, Valuation, Alternative Investments
Education
New York University 2004 — 2007
BA, Economics
Lazard Asset Management May 2015 - Present
Perella Weinberg Partners September 2014 - March 2015
Perella Weinberg Partners October 2012 - August 2014
RBC Capital Markets September 2011 - October 2012
RBC Capital Markets June 2009 - December 2011
KBC Financial Products May 2007 - January 2009
Citigroup 2004 - 2004
Skills
Hedge Funds, Derivatives, Capital Markets, Structured Products, Valuation, Alternative Investments
Education
New York University 2004 — 2007
BA, Economics
Robert Green, CFA's Perella Weinberg Partners Experience August 2011 - August 2014
Job Farmstead Capital Management
Industry Investment Management
Experience
Farmstead Capital Management August 2014 - Present
Perella Weinberg Partners August 2011 - August 2014
Gresham Partners September 2013 - July 2014
RBS Global Banking & Markets July 2005 - July 2008
Skills
Modern Standard Arabic, Arabic, Chartered Financial..., Debt Restructuring, Corporate Finance, Valuation, CMBS, LBO, Structured Finance, Mergers & Acquisitions, Restructuring, Emerging Markets, Hedge Funds
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics
The University of Chicago 2008 — 2011
MA, Middle Eastern Studies
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Farmstead Capital Management August 2014 - Present
Perella Weinberg Partners August 2011 - August 2014
Gresham Partners September 2013 - July 2014
RBS Global Banking & Markets July 2005 - July 2008
Skills
Modern Standard Arabic, Arabic, Chartered Financial..., Debt Restructuring, Corporate Finance, Valuation, CMBS, LBO, Structured Finance, Mergers & Acquisitions, Restructuring, Emerging Markets, Hedge Funds
Education
University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics
The University of Chicago 2008 — 2011
MA, Middle Eastern Studies
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Eli Scher's Perella Weinberg Partners Experience February 2011 - March 2012
Job Chairman and CEO at New Continuum Data Centers
Industry Investment Management
Experience
United Internet Exchange November 2014 - Present
New Continuum Holdings Corporation July 2013 - Present
Bomoda April 2012 - Present
Plastec Technologies Ltd. December 2010 - Present
Perella Weinberg Partners February 2011 - March 2012
GSME Acquisition Partners I 2009 - December 2010
Fundamental Films March 2008 - December 2010
GSME Capital Partners August 2007 - December 2010
Media Communication Group August 2007 - December 2010
Daroth Capital Advisors LLC October 2003 - February 2007
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Corporate Development, Hedge Funds, Investment Banking, Mergers & Acquisitions, Due Diligence, Alternative Investments, Investments, Equities, Corporate Finance, Emerging Markets, Capital Markets, IPO, Equity Research, M&A experience, LBO, Financial Analysis
Education
Princeton University 1998 — 2002
A.B., East Asian Studies
United Internet Exchange November 2014 - Present
New Continuum Holdings Corporation July 2013 - Present
Bomoda April 2012 - Present
Plastec Technologies Ltd. December 2010 - Present
Perella Weinberg Partners February 2011 - March 2012
GSME Acquisition Partners I 2009 - December 2010
Fundamental Films March 2008 - December 2010
GSME Capital Partners August 2007 - December 2010
Media Communication Group August 2007 - December 2010
Daroth Capital Advisors LLC October 2003 - February 2007
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Corporate Development, Hedge Funds, Investment Banking, Mergers & Acquisitions, Due Diligence, Alternative Investments, Investments, Equities, Corporate Finance, Emerging Markets, Capital Markets, IPO, Equity Research, M&A experience, LBO, Financial Analysis
Education
Princeton University 1998 — 2002
A.B., East Asian Studies
Kaysha Swientek's Perella Weinberg Partners Experience September 2008 - June 2012
Job Executive Assistant at Texas Capital Partners
Industry Real Estate
Experience
Texas Capital Partners June 2015 - Present
SACHS Construction LLC January 2013 - June 2015
Perella Weinberg Partners September 2008 - June 2012
Orcas Sewage Design 2005 - 2008
Skills
Office Management, Marketing, Social Media, Event Planning, Management, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Leadership, Team Leadership, Strategic Planning, Team Building
Education
The University of Texas at San Antonio 2003 — 2004
BA, History
Texas Capital Partners June 2015 - Present
SACHS Construction LLC January 2013 - June 2015
Perella Weinberg Partners September 2008 - June 2012
Orcas Sewage Design 2005 - 2008
Skills
Office Management, Marketing, Social Media, Event Planning, Management, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Leadership, Team Leadership, Strategic Planning, Team Building
Education
The University of Texas at San Antonio 2003 — 2004
BA, History
Brad Edson, CFA's Perella Weinberg Partners Experience April 2011 - Present
Job Associate at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners April 2011 - Present
Mount Yale Capital Group June 2006 - April 2011
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Bloomberg, Investment Management
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Perella Weinberg Partners April 2011 - Present
Mount Yale Capital Group June 2006 - April 2011
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Bloomberg, Investment Management
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Michael A. Sutherland Brown's Perella Weinberg Partners Experience April 2011 - January 2013
Job Small Business Investor / Operator
Industry Venture Capital & Private Equity
Experience
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
Wendy Wong-Tsang's Perella Weinberg Partners Experience January 2011 - September 2011
Job Compliance Officer at Caxton Associates LP
Industry Financial Services
Experience
Caxton Associates LP September 2011 - Present
Perella Weinberg Partners January 2011 - September 2011
Nomura Asset Management 2006 - January 2011
Goldman Sachs 2003 - 2006
Citigroup 2002 - 2003
Citigroup Asset Management 2000 - 2002
The MONY Group 1997 - 1999
Education
Saint Peter's University 1999 — 2002
MBA, Management Information Systems
Stony Brook University 1992 — 1996
BA, Economics
Caxton Associates LP September 2011 - Present
Perella Weinberg Partners January 2011 - September 2011
Nomura Asset Management 2006 - January 2011
Goldman Sachs 2003 - 2006
Citigroup 2002 - 2003
Citigroup Asset Management 2000 - 2002
The MONY Group 1997 - 1999
Education
Saint Peter's University 1999 — 2002
MBA, Management Information Systems
Stony Brook University 1992 — 1996
BA, Economics
Maria Vassalou's Perella Weinberg Partners Experience July 2013 - Present
Job Partner & Portfolio Manager The PWP Global Macro Fund at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners July 2013 - Present
McKinsey Investment Office (MIO) Partners, Inc February 2012 - July 2013
SAC Capital Advisors October 2008 - February 2012
Soros Fund Management July 2006 - September 2008
Citadel Investment Group 2005 - 2006
Columbia University 1995 - 2006
Skills
Fixed Income, Hedge Funds, Asset Allocation, Global Macro, Portfolio Management, Equities, Currencies, Credit, Economic policy, Strategy, Valuation, Investment Strategies, Currency, Financial Modeling, Options, Quantitative Finance, Asset Managment, Trading Systems, Private Equity, Financial Markets, Bloomberg, Derivatives, Equity Derivatives, Emerging Markets, Trading, Investments, Economic Policy, Alternative Investments, Quantitative Analytics, Investment Banking, Equity Research, Capital Markets, Investment Management, FX Options, Credit Derivatives, Portfolio Optimization, Economics, Bonds, Asset Management, Trading Strategies, Macroeconomics, Risk Management, Equity Trading, Market Risk, Electronic Trading, Commodity, Structured Products, Proprietary Trading, Financial Engineering, Fund Of Funds
Education
London Business School 1989 — 1994
PhD, Financial Economics
Perella Weinberg Partners July 2013 - Present
McKinsey Investment Office (MIO) Partners, Inc February 2012 - July 2013
SAC Capital Advisors October 2008 - February 2012
Soros Fund Management July 2006 - September 2008
Citadel Investment Group 2005 - 2006
Columbia University 1995 - 2006
Skills
Fixed Income, Hedge Funds, Asset Allocation, Global Macro, Portfolio Management, Equities, Currencies, Credit, Economic policy, Strategy, Valuation, Investment Strategies, Currency, Financial Modeling, Options, Quantitative Finance, Asset Managment, Trading Systems, Private Equity, Financial Markets, Bloomberg, Derivatives, Equity Derivatives, Emerging Markets, Trading, Investments, Economic Policy, Alternative Investments, Quantitative Analytics, Investment Banking, Equity Research, Capital Markets, Investment Management, FX Options, Credit Derivatives, Portfolio Optimization, Economics, Bonds, Asset Management, Trading Strategies, Macroeconomics, Risk Management, Equity Trading, Market Risk, Electronic Trading, Commodity, Structured Products, Proprietary Trading, Financial Engineering, Fund Of Funds
Education
London Business School 1989 — 1994
PhD, Financial Economics
Jeremiah Bates's Perella Weinberg Partners Experience February 2010 - August 2011
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Guggenheim Partners January 2014 - Present
Guggenheim Partners January 2012 - December 2013
Perella Weinberg Partners February 2010 - August 2011
Jefferies & Company June 2008 - February 2010
Bear Stearns June 2005 - June 2008
Skills
Investments, Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Leveraged Finance, Financial Analysis, M&A experience, Digital Media, Media & Entertainment, Start-ups, Portfolio Management, Hedge Funds, Valuation, Business Strategy, Debt & Equity Financing, Securities, Derivatives, Asset Managment, Excel models, Corporate Finance, Credit, Strategy, Mergers, Structured Finance, Buyouts, Fundamental Analysis, Financial Modeling, Risk Arbitrage, Shareholder Activism
Education
Penn State University 2001 — 2005
Bachelor, Economics
Clara Kim's Perella Weinberg Partners Experience 2009 - 2012
Job Managing Director, Head of Marketing & Sales
Industry Investment Management
Experience
Black River Asset Management December 2013 - Present
Perella Weinberg Partners 2009 - 2012
Atticus Capital January 2006 - August 2009
Greylock Capital Management 2003 - 2006
Marakon Associates 2001 - 2003
J.P. Morgan 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Equities, Investments, Emerging Markets, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Business Development
Education
Kellogg School of Management (MBA) - Northwestern University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing & Strategy
University of California, Berkeley 1991 — 1995
Bachelor’s Degree, High Honors
Black River Asset Management December 2013 - Present
Perella Weinberg Partners 2009 - 2012
Atticus Capital January 2006 - August 2009
Greylock Capital Management 2003 - 2006
Marakon Associates 2001 - 2003
J.P. Morgan 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Equities, Investments, Emerging Markets, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Business Development
Education
Kellogg School of Management (MBA) - Northwestern University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing & Strategy
University of California, Berkeley 1991 — 1995
Bachelor’s Degree, High Honors
Jonathan Kitchen's Perella Weinberg Partners Experience February 2008 - Present
Job Director, Counsel at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners February 2008 - Present
Skills
Asset Management, Private Equity, Hedge Funds, Risk Management, Due Diligence, Securities, Capital Markets, Alternative Investments
Education
Seton Hall University School of Law 2003 — 2006
JD
University of Vermont 1995 — 1999
BS, Business Administration/ Economics
Delbarton
Perella Weinberg Partners February 2008 - Present
Skills
Asset Management, Private Equity, Hedge Funds, Risk Management, Due Diligence, Securities, Capital Markets, Alternative Investments
Education
Seton Hall University School of Law 2003 — 2006
JD
University of Vermont 1995 — 1999
BS, Business Administration/ Economics
Delbarton
Khang Nguyen's Perella Weinberg Partners Experience July 2012 - June 2014
Job Private Equity Investing
Industry Investment Banking
Experience
Bison Capital June 2014 - Present
Perella Weinberg Partners July 2012 - June 2014
Berkeley Consulting August 2010 - May 2012
Piper Jaffray May 2011 - August 2011
Deloitte Consulting LLP June 2010 - August 2010
Institute for Law and Policy Planning February 2010 - August 2010
University of California, Berkeley June 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Valuation, Mergers, Start-ups, Mergers & Acquisitions, Market Research, Investments, Analysis, Finance, Strategy, LBO, Corporate Finance
Education
University of California, Berkeley
Industrial Engineering & Operations Research, Economics
Bison Capital June 2014 - Present
Perella Weinberg Partners July 2012 - June 2014
Berkeley Consulting August 2010 - May 2012
Piper Jaffray May 2011 - August 2011
Deloitte Consulting LLP June 2010 - August 2010
Institute for Law and Policy Planning February 2010 - August 2010
University of California, Berkeley June 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Valuation, Mergers, Start-ups, Mergers & Acquisitions, Market Research, Investments, Analysis, Finance, Strategy, LBO, Corporate Finance
Education
University of California, Berkeley
Industrial Engineering & Operations Research, Economics
Ameya Deoras's Perella Weinberg Partners Experience January 2015 - Present
Job Quantitative Developer, Perella Weinberg Partners Global Macro Fund
Industry Financial Services
Experience
Perella Weinberg Partners January 2015 - Present
The MathWorks January 2008 - December 2014
Skills
Matlab, Algorithms, Simulations, Software Engineering, Java, Programming, Software Development, Signal Processing, Mathematical Modeling, Data Analysis
Education
Massachusetts Institute of Technology 2005 — 2007
MS, Electrical Engineering & Computer Science
University of Illinois at Urbana-Champaign 2000 — 2005
BS, Electrical Engineering
ISM 1989 — 2000
Perella Weinberg Partners January 2015 - Present
The MathWorks January 2008 - December 2014
Skills
Matlab, Algorithms, Simulations, Software Engineering, Java, Programming, Software Development, Signal Processing, Mathematical Modeling, Data Analysis
Education
Massachusetts Institute of Technology 2005 — 2007
MS, Electrical Engineering & Computer Science
University of Illinois at Urbana-Champaign 2000 — 2005
BS, Electrical Engineering
ISM 1989 — 2000
Andy Germanov, CPA's Perella Weinberg Partners Experience March 2011 - July 2014
Job Associate at The Rohatyn Group
Industry Accounting
Experience
The Rohatyn Group August 2014 - Present
Perella Weinberg Partners March 2011 - July 2014
PricewaterhouseCoopers October 2008 - May 2011
PricewaterhouseCoopers January 2008 - March 2008
Marathon Oil Company June 2007 - September 2007
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor, Finance and Accounting
The Rohatyn Group August 2014 - Present
Perella Weinberg Partners March 2011 - July 2014
PricewaterhouseCoopers October 2008 - May 2011
PricewaterhouseCoopers January 2008 - March 2008
Marathon Oil Company June 2007 - September 2007
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor, Finance and Accounting
Darcey O'Halloran's Perella Weinberg Partners Experience 2015 - 2015
Job MBA Candidate at The University of Chicago Booth School of Business Class of 2016
Industry Investment Banking
Experience
Perella Weinberg Partners 2015 - 2015
Deloitte June 2014 - September 2014
Deloitte Consulting July 2010 - June 2014
Forte Foundation 2013 - 2013
Intelligence and National Security Alliance September 2009 - May 2010
Sail Newport June 2007 - August 2008
Office of US Senator Jack Reed (RI) January 2008 - May 2008
Skills
International Relations, Management, Management Consulting, Economics, Public Policy, Strategy, Program Management, Data Analysis, Strategic Communications, Government, Project Management, Research, Market Research, Strategic Planning, Spanish, Nonprofits, Analysis, Organizational...
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2006 — 2010
B.A. International Affairs, International Economics
The London School of Economics and Political Science (LSE) 2008 — 2009
General Course, International Affairs
St. George's School
The Pennfield School
The Pennfield School
Perella Weinberg Partners 2015 - 2015
Deloitte June 2014 - September 2014
Deloitte Consulting July 2010 - June 2014
Forte Foundation 2013 - 2013
Intelligence and National Security Alliance September 2009 - May 2010
Sail Newport June 2007 - August 2008
Office of US Senator Jack Reed (RI) January 2008 - May 2008
Skills
International Relations, Management, Management Consulting, Economics, Public Policy, Strategy, Program Management, Data Analysis, Strategic Communications, Government, Project Management, Research, Market Research, Strategic Planning, Spanish, Nonprofits, Analysis, Organizational...
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2006 — 2010
B.A. International Affairs, International Economics
The London School of Economics and Political Science (LSE) 2008 — 2009
General Course, International Affairs
St. George's School
The Pennfield School
The Pennfield School
Derek Zacarias's Perella Weinberg Partners Experience August 2010 - Present
Job Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2010 - Present
Robert W. Baird May 2009 - August 2009
Moreno Retamino January 2009 - April 2009
Goldman Sachs June 2008 - August 2008
HSBC Finance Corporation May 2007 - August 2007
Skills
Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Mergers, Alternative Investments, Due Diligence, DCF, Venture Capital
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science in Business Administration, Finance and International Business
Center Grove High School
Perella Weinberg Partners August 2010 - Present
Robert W. Baird May 2009 - August 2009
Moreno Retamino January 2009 - April 2009
Goldman Sachs June 2008 - August 2008
HSBC Finance Corporation May 2007 - August 2007
Skills
Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Mergers, Alternative Investments, Due Diligence, DCF, Venture Capital
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science in Business Administration, Finance and International Business
Center Grove High School
Ajay Mehra's Perella Weinberg Partners Experience June 2007 - June 2011
Job Chief Compliance Officer at Caxton Associates LP
Industry Financial Services
Experience
Caxton Associates LP June 2011 - Present
Perella Weinberg Partners June 2007 - June 2011
Credit Suisse September 2004 - December 2006
Shearman & Sterling LLP September 2000 - September 2004
U.S. Securities and Exchange Commission June 1997 - September 2000
Education
Syracuse University College of Law
Juris Doctor
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Caxton Associates LP June 2011 - Present
Perella Weinberg Partners June 2007 - June 2011
Credit Suisse September 2004 - December 2006
Shearman & Sterling LLP September 2000 - September 2004
U.S. Securities and Exchange Commission June 1997 - September 2000
Education
Syracuse University College of Law
Juris Doctor
Syracuse University - Martin J. Whitman School of Management
MBA, Finance
Melissa Montalvo's Perella Weinberg Partners Experience August 2008 - December 2010
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Young Life October 2010 - Present
Fidelity Investments December 2011 - September 2013
Fidelity Investments June 2010 - December 2011
Perella Weinberg Partners August 2008 - December 2010
Cushman & Wakefield June 2006 - August 2006
Studley January 2006 - January 2006
Skills
Fixed Income, Equities, Trading, Trading Systems, Bloomberg, Risk Management, Securities, Fund Of Funds, Structured Products, Hedge Funds, Accounting, Customer Satisfaction, Customer Service, Outbound Marketing, Personal Financial..., Interpersonal..., Portfolio Management, Mutual Funds, Derivatives
Education
Lehigh University 2004 — 2008
BS in Business and Economics, Finance and Real Estate
Fidelity Investments September 2013 - Present
Young Life October 2010 - Present
Fidelity Investments December 2011 - September 2013
Fidelity Investments June 2010 - December 2011
Perella Weinberg Partners August 2008 - December 2010
Cushman & Wakefield June 2006 - August 2006
Studley January 2006 - January 2006
Skills
Fixed Income, Equities, Trading, Trading Systems, Bloomberg, Risk Management, Securities, Fund Of Funds, Structured Products, Hedge Funds, Accounting, Customer Satisfaction, Customer Service, Outbound Marketing, Personal Financial..., Interpersonal..., Portfolio Management, Mutual Funds, Derivatives
Education
Lehigh University 2004 — 2008
BS in Business and Economics, Finance and Real Estate
Benjamin Korsunsky's Perella Weinberg Partners Experience May 2010 - July 2010
Job Project Manager & Scrum Master at Bank of America
Industry Capital Markets
Experience
Bank of America January 2014 - Present
Tradition December 2010 - December 2013
Perella Weinberg Partners May 2010 - July 2010
Citi July 2008 - May 2010
vFinance December 2005 - July 2008
Skills
Private Equity, Hedge Funds, Investran, Equitrak, Backstop, Bloomberg, Technology..., Software Project..., Technology Integration, Capital Markets, Interest Rate Swaps, Swaptions, Interest Rate..., Series 7, series 63, series 4, series 3, CFA, Equities, Options, Futures, Equity Trading, Options Strategies, Options Pricing, Equity Valuation, Database Management, Equity Derivatives, Trading Strategies, Financial Analysis, Financial Planning, Technology Planning, Fund Administration, Financial Markets, Financial Advisory, Strategic Advisory, Managed Futures, Capital Management, Fund Of Funds, Fixed Income Trading, Social Media, Technical Analysis, Financial Modeling, Marketing Strategy, Fixed Income, Bonds, CDS, Strategy, Alternative Investments, Derivatives
Education
Queens College 2000 — 2005
Bachelors of Arts, Economics, 3.52
Bank of America January 2014 - Present
Tradition December 2010 - December 2013
Perella Weinberg Partners May 2010 - July 2010
Citi July 2008 - May 2010
vFinance December 2005 - July 2008
Skills
Private Equity, Hedge Funds, Investran, Equitrak, Backstop, Bloomberg, Technology..., Software Project..., Technology Integration, Capital Markets, Interest Rate Swaps, Swaptions, Interest Rate..., Series 7, series 63, series 4, series 3, CFA, Equities, Options, Futures, Equity Trading, Options Strategies, Options Pricing, Equity Valuation, Database Management, Equity Derivatives, Trading Strategies, Financial Analysis, Financial Planning, Technology Planning, Fund Administration, Financial Markets, Financial Advisory, Strategic Advisory, Managed Futures, Capital Management, Fund Of Funds, Fixed Income Trading, Social Media, Technical Analysis, Financial Modeling, Marketing Strategy, Fixed Income, Bonds, CDS, Strategy, Alternative Investments, Derivatives
Education
Queens College 2000 — 2005
Bachelors of Arts, Economics, 3.52
Scott Levy's Perella Weinberg Partners Experience September 2010 - December 2010
Job Business Operations Lead at Teespring
Industry Internet
Experience
Teespring May 2015 - Present
Teespring September 2014 - May 2015
Apartmentlist.com January 2013 - June 2014
Sandler O'Neill October 2011 - August 2012
Gleacher & Company April 2011 - August 2011
Perella Weinberg Partners September 2010 - December 2010
Imperial Capital Bank June 2010 - August 2010
Skills
User Acquisition, SEM, Python, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, HTML, CSS, Mergers, Fixed Income, LBO, Capital IQ, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Finance, Communications
Teespring May 2015 - Present
Teespring September 2014 - May 2015
Apartmentlist.com January 2013 - June 2014
Sandler O'Neill October 2011 - August 2012
Gleacher & Company April 2011 - August 2011
Perella Weinberg Partners September 2010 - December 2010
Imperial Capital Bank June 2010 - August 2010
Skills
User Acquisition, SEM, Python, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, HTML, CSS, Mergers, Fixed Income, LBO, Capital IQ, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Finance, Communications
Kyle Adams's Perella Weinberg Partners Experience July 2014 - Present
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2014 - Present
Ephraim Orphan Project November 2011 - Present
Tampa Bay Buccaneers November 2013 - March 2014
Chicago Bears August 2011 - September 2013
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelors of Science in Management, Minors in Finance, Marketing, and a Certificate of Entrepreneurship, 3.97
Level III CFA Candidate
Perella Weinberg Partners July 2014 - Present
Ephraim Orphan Project November 2011 - Present
Tampa Bay Buccaneers November 2013 - March 2014
Chicago Bears August 2011 - September 2013
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelors of Science in Management, Minors in Finance, Marketing, and a Certificate of Entrepreneurship, 3.97
Level III CFA Candidate
Max Cabasso's Perella Weinberg Partners Experience February 2011 - May 2013
Job Commercial Real Estate at CBC Alliance
Industry Financial Services
Experience
CBC Alliance TraderOwl Creek Asset ManagementJune 2013 - November 2013
Perella Weinberg Partners February 2011 - May 2013
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equity Research, Investment Banking, Alternative Investments, Bloomberg Terminal, Valuation, Options
Education
Monmouth University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Manhattan College 2006 — 2010
B.S., Economics
Christian Brothers Academy 2004 — 2006
CBC Alliance TraderOwl Creek Asset ManagementJune 2013 - November 2013
Perella Weinberg Partners February 2011 - May 2013
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equity Research, Investment Banking, Alternative Investments, Bloomberg Terminal, Valuation, Options
Education
Monmouth University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Manhattan College 2006 — 2010
B.S., Economics
Christian Brothers Academy 2004 — 2006
Ryan Dubin's Perella Weinberg Partners Experience October 2014 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners October 2014 - Present
Deutsche Bank Securities July 2013 - September 2014
Nittany Lion Fund, LLC May 2011 - December 2012
Center for the Study of Mergers and Acquisitions, Penn State Dickinson School of Law May 2011 - December 2012
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Perella Weinberg Partners October 2014 - Present
Deutsche Bank Securities July 2013 - September 2014
Nittany Lion Fund, LLC May 2011 - December 2012
Center for the Study of Mergers and Acquisitions, Penn State Dickinson School of Law May 2011 - December 2012
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Ian Harris's Perella Weinberg Partners Experience June 2011 - August 2011
Job Investment Banking Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2015 - Present
Barclays Investment Bank June 2013 - July 2015
Natixis March 2012 - May 2013
Perella Weinberg Partners June 2011 - August 2011
Sethi International Center for Corporate Accountability May 2010 - August 2010
Working Lands Investment Partners, LLC March 2009 - July 2009
U.S. House of Representatives January 2009 - March 2009
Education
Brown University 2007 — 2012
BA, Economics; BA, International Relations (Political Economy & Development)
Université Panthéon Sorbonne (Paris I) 2011 — 2012
History
Université Vincennes-Saint-Denis (Paris VIII) 2011 — 2012
History, Film
Friends Seminary 1994 — 2007
Barclays Investment Bank August 2015 - Present
Barclays Investment Bank June 2013 - July 2015
Natixis March 2012 - May 2013
Perella Weinberg Partners June 2011 - August 2011
Sethi International Center for Corporate Accountability May 2010 - August 2010
Working Lands Investment Partners, LLC March 2009 - July 2009
U.S. House of Representatives January 2009 - March 2009
Education
Brown University 2007 — 2012
BA, Economics; BA, International Relations (Political Economy & Development)
Université Panthéon Sorbonne (Paris I) 2011 — 2012
History
Université Vincennes-Saint-Denis (Paris VIII) 2011 — 2012
History, Film
Friends Seminary 1994 — 2007
Jeffrey Mast's Perella Weinberg Partners Experience July 2015 - Present
Job Director TMT at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2015 - Present
Lazard Freres & Co. January 2015 - May 2015
Lazard August 2011 - January 2015
United States Marine Corps May 2002 - September 2009
Skills
Financial Modeling, Valuation, Military, Mergers & Acquisitions, Corporate Finance, Capital Markets, Due Diligence, Strategy, Investment Banking, Financial Analysis, Business Strategy, Finance, Equities, Risk Management, Bloomberg, Telecommunications, International Relations, Global Affairs
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Admin.
Perella Weinberg Partners July 2015 - Present
Lazard Freres & Co. January 2015 - May 2015
Lazard August 2011 - January 2015
United States Marine Corps May 2002 - September 2009
Skills
Financial Modeling, Valuation, Military, Mergers & Acquisitions, Corporate Finance, Capital Markets, Due Diligence, Strategy, Investment Banking, Financial Analysis, Business Strategy, Finance, Equities, Risk Management, Bloomberg, Telecommunications, International Relations, Global Affairs
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Admin.
Matthew Walker's Perella Weinberg Partners Experience August 2011 - March 2014
Job S2G Ventures
Industry Health, Wellness and Fitness
Experience
S2G Ventures October 2014 - Present
Perella Weinberg Partners August 2011 - March 2014
Cadwalader, Wickersham & Taft LLP July 2007 - July 2009
Skills
Entrepreneurship, Food Industry, Nutrition, Start-ups, Venture Capital, Financial Services, Mergers & Acquisitions, Financial Modeling, Investment Banking, Mergers, Restructuring, Valuation, Corporate Finance, Capital Markets, M&A experience, Emerging Markets, Corporate Governance, Due Diligence, Private Equity, Hedge Funds, LBO, Financial Analysis, Investments, Corporate Development, Business Strategy, Finance, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
New York University School of Law 2004 — 2007
Juris Doctor, Corporate Law, Securities Law
University of Michigan 2000 — 2004
Bachelor of Science, Mechanical Engineering
S2G Ventures October 2014 - Present
Perella Weinberg Partners August 2011 - March 2014
Cadwalader, Wickersham & Taft LLP July 2007 - July 2009
Skills
Entrepreneurship, Food Industry, Nutrition, Start-ups, Venture Capital, Financial Services, Mergers & Acquisitions, Financial Modeling, Investment Banking, Mergers, Restructuring, Valuation, Corporate Finance, Capital Markets, M&A experience, Emerging Markets, Corporate Governance, Due Diligence, Private Equity, Hedge Funds, LBO, Financial Analysis, Investments, Corporate Development, Business Strategy, Finance, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
New York University School of Law 2004 — 2007
Juris Doctor, Corporate Law, Securities Law
University of Michigan 2000 — 2004
Bachelor of Science, Mechanical Engineering
Shayna Kris Smith's Perella Weinberg Partners Experience June 2007 - November 2008
Job
Industry Financial Services
Experience
Bridgewater Associates October 2013 - March 2014
CRT Capital Group April 2011 - January 2012
Perella Weinberg Partners June 2007 - November 2008
TIAA-CREF May 1999 - April 2003
Young Presidents' Organization October 1991 - May 1995
Skills
Technical Writing, Project Management, Financial Analysis, Financial Reporting, Account Management, RFP Generation, Program Management, Proposal Writing, Proposal Generation, Financial Research, Project Teams, Relational Databases, Investor Relations, Marketing Strategy, Strategic Communications, Data Analysis, Web Project Management, Bloomberg, Capital IQ, ThomsonOne, Sales Logix, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Reuters, Internet Strategy, Intranet Strategy, Seminar Marketing, Professional..., Internet Portals, CRM, Brand Loyalty, Analytics, Relationship Management, Direct Marketing, Business Strategy, Marketing Communications, Market Research, Competitive Analysis, Strategic Planning, Email Marketing, Strategy, Marketing Management, Content Management, Public Relations, Strategic Thinking, Marketing Research, ISDA negotiations
Education
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), Advertising, 3.6
Bridgewater Associates October 2013 - March 2014
CRT Capital Group April 2011 - January 2012
Perella Weinberg Partners June 2007 - November 2008
TIAA-CREF May 1999 - April 2003
Young Presidents' Organization October 1991 - May 1995
Skills
Technical Writing, Project Management, Financial Analysis, Financial Reporting, Account Management, RFP Generation, Program Management, Proposal Writing, Proposal Generation, Financial Research, Project Teams, Relational Databases, Investor Relations, Marketing Strategy, Strategic Communications, Data Analysis, Web Project Management, Bloomberg, Capital IQ, ThomsonOne, Sales Logix, Access, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Reuters, Internet Strategy, Intranet Strategy, Seminar Marketing, Professional..., Internet Portals, CRM, Brand Loyalty, Analytics, Relationship Management, Direct Marketing, Business Strategy, Marketing Communications, Market Research, Competitive Analysis, Strategic Planning, Email Marketing, Strategy, Marketing Management, Content Management, Public Relations, Strategic Thinking, Marketing Research, ISDA negotiations
Education
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), Advertising, 3.6
William Bowles's Perella Weinberg Partners Experience August 2007 - February 2009
Job Vice President, Business Intelligence and Marketplace Management at HomeAway Inc.
Industry Internet
Experience
HomeAway Inc. April 2009 - Present
Perella Weinberg Partners August 2007 - February 2009
Blue Sage Capital January 2003 - June 2005
Goldman Sachs August 2000 - February 2002
Education
Stanford Graduate School of Business 2005 — 2007
Master of Business Administration (MBA), International Business
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), Economics
HomeAway Inc. April 2009 - Present
Perella Weinberg Partners August 2007 - February 2009
Blue Sage Capital January 2003 - June 2005
Goldman Sachs August 2000 - February 2002
Education
Stanford Graduate School of Business 2005 — 2007
Master of Business Administration (MBA), International Business
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Annette Narans's Perella Weinberg Partners Experience July 2012 - Present
Job Executive Assistant at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners July 2012 - Present
DaVita 2005 - 2012
Skills
Administrative..., Office Management, Outlook, Concur, Travel Arrangements, Calendaring, Onboarding, Human Resources, Employee Relations, Microsoft Excel, Confidentiality, Recruiting, PowerPoint, Customer Service, Expense Reports
Education
Oakland Community College
Associate's degree, Business / Executive Secretarial Science
Perella Weinberg Partners July 2012 - Present
DaVita 2005 - 2012
Skills
Administrative..., Office Management, Outlook, Concur, Travel Arrangements, Calendaring, Onboarding, Human Resources, Employee Relations, Microsoft Excel, Confidentiality, Recruiting, PowerPoint, Customer Service, Expense Reports
Education
Oakland Community College
Associate's degree, Business / Executive Secretarial Science
Jennifer Mekis, CPA's Perella Weinberg Partners Experience October 2009 - April 2013
Job Associate at Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group April 2013 - Present
Perella Weinberg Partners October 2009 - April 2013
Hastings Funds Management May 2007 - June 2009
Ticketmaster Entertainment November 2005 - May 2007
STA Travel February 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Asset Management, Accounting, Financial Accounting, Corporate Finance, Due Diligence
Education
Royal Melbourne Institute of Technology 1999 — 2003
Bachelor of Business, Accounting and Finance, Graduated with Distinction
Garrison Investment Group April 2013 - Present
Perella Weinberg Partners October 2009 - April 2013
Hastings Funds Management May 2007 - June 2009
Ticketmaster Entertainment November 2005 - May 2007
STA Travel February 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Asset Management, Accounting, Financial Accounting, Corporate Finance, Due Diligence
Education
Royal Melbourne Institute of Technology 1999 — 2003
Bachelor of Business, Accounting and Finance, Graduated with Distinction
Francine Loza's Perella Weinberg Partners Experience January 2014 - January 2014
Job Research Analyst at Abdul Latif Jameel Poverty Action Lab (JPAL, MIT)
Industry Higher Education
Experience
Abdul Latif Jameel Poverty Action Lab (J-PAL) June 2015 - Present
Abdul Latif Jameel Poverty Action Lab (J-PAL) April 2014 - January 2015
MIT Media Lab-Macro Connections September 2013 - September 2014
Perella Weinberg Partners January 2014 - January 2014
Heptagon Capital June 2013 - July 2013
MIT January 2013 - May 2013
UBS June 2012 - June 2012
Orascom Construction Industries (OCI) January 2012 - February 2012
Skills
Econometrics, Stata, Python, Matlab, Research, Statistical Data..., Data Analysis, Development Economics, Statistics, Statistical Modeling, LaTeX, Financial Modeling
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BSc), Economics
The British International School Cairo
International Baccalaureate
Abdul Latif Jameel Poverty Action Lab (J-PAL) June 2015 - Present
Abdul Latif Jameel Poverty Action Lab (J-PAL) April 2014 - January 2015
MIT Media Lab-Macro Connections September 2013 - September 2014
Perella Weinberg Partners January 2014 - January 2014
Heptagon Capital June 2013 - July 2013
MIT January 2013 - May 2013
UBS June 2012 - June 2012
Orascom Construction Industries (OCI) January 2012 - February 2012
Skills
Econometrics, Stata, Python, Matlab, Research, Statistical Data..., Data Analysis, Development Economics, Statistics, Statistical Modeling, LaTeX, Financial Modeling
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BSc), Economics
The British International School Cairo
International Baccalaureate
Cody Leung's Perella Weinberg Partners Experience January 2009 - Present
Job Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2009 - Present
Goldman Sachs July 2004 - January 2009
Skills
Investment Banking, Restructuring, Due Diligence, LBO, Emerging Markets, Asset Management, Venture Capital
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (BS), Economics
University of Oxford 2003 — 2003
Perella Weinberg Partners January 2009 - Present
Goldman Sachs July 2004 - January 2009
Skills
Investment Banking, Restructuring, Due Diligence, LBO, Emerging Markets, Asset Management, Venture Capital
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (BS), Economics
University of Oxford 2003 — 2003
Devan Shah's Perella Weinberg Partners Experience July 2013 - October 2014
Job Private Equity Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Perella Weinberg Partners July 2013 - October 2014
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Bachelor of Science in Economics, Finance
University of Sydney 2011 — 2011
New York University 2009 — 2010
Syosset High School 2005 — 2009
Morgan Stanley December 2014 - Present
Perella Weinberg Partners July 2013 - October 2014
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Bachelor of Science in Economics, Finance
University of Sydney 2011 — 2011
New York University 2009 — 2010
Syosset High School 2005 — 2009
Andrew Kleinman's Perella Weinberg Partners Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Perella Weinberg Partners 2013 - 2013
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Perella Weinberg Partners 2013 - 2013
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.