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
Perella Weinberg Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Perella Weinberg Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Perella Weinberg Partners Salaries. You can even request information on how much does Perella Weinberg Partners pay if you want to. Learn about salaries, pros and cons of working for Perella Weinberg Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
345 Perella Weinberg Partners employees in database. Find out everything there's to know about Perella Weinberg Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Perella Weinberg Partners Employees
Employee
Years
Job
Industry
David Ferguson David Ferguson's Perella Weinberg Partners Experience February 2012 - Present
Job Partner at Perella Weinberg Partners
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Jonathan Rodriguez Jonathan Rodriguez's Perella Weinberg Partners Experience August 2010 - July 2012
Job Analyst at Calixto Global Investors, LP
Industry Investment Management
Experience
Calixto Global Investors, LP January 2014 - Present
Irving Place Capital July 2012 - January 2014
Perella Weinberg Partners August 2010 - July 2012
Perella Weinberg Partners June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelors of Science in Economics, Finance and Accounting
Calixto Global Investors, LP January 2014 - Present
Irving Place Capital July 2012 - January 2014
Perella Weinberg Partners August 2010 - July 2012
Perella Weinberg Partners June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelors of Science in Economics, Finance and Accounting
Kris Corbett Kris Corbett's Perella Weinberg Partners Experience April 2009 - Present
Job Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners April 2009 - Present
King Street Capital Management August 2005 - April 2009
Ziff Brothers Investments April 2002 - August 2005
PricewaterhouseCoopers January 1999 - April 2002
Skills
CPA, Chartered Financial..., Management, Financial Reporting, Financial Accounting, P&L Analysis, Budgeting & Forecasting, Financial Analysis, Auditing
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor's degree, Accounting
Perella Weinberg Partners April 2009 - Present
King Street Capital Management August 2005 - April 2009
Ziff Brothers Investments April 2002 - August 2005
PricewaterhouseCoopers January 1999 - April 2002
Skills
CPA, Chartered Financial..., Management, Financial Reporting, Financial Accounting, P&L Analysis, Budgeting & Forecasting, Financial Analysis, Auditing
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor's degree, Accounting
Mason Harris Mason Harris's Perella Weinberg Partners Experience September 2014 - Present
Job Investment Analyst at Perella Weinberg Partners
Industry Research
Experience
Perella Weinberg Partners September 2014 - Present
University Corporation for Atmospheric Research June 2011 - October 2013
Raymond James & Associates, Inc May 2010 - June 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Valuation, Data Analysis, Financial Reporting, Public Speaking, Investments, Asset Management, Bloomberg, Leadership, Microsoft Office, Project Management, Accounting, Analysis, Corporate Finance, Market Research, Management
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Perella Weinberg Partners September 2014 - Present
University Corporation for Atmospheric Research June 2011 - October 2013
Raymond James & Associates, Inc May 2010 - June 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Valuation, Data Analysis, Financial Reporting, Public Speaking, Investments, Asset Management, Bloomberg, Leadership, Microsoft Office, Project Management, Accounting, Analysis, Corporate Finance, Market Research, Management
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Finance
Pierre-Adrien Villenave Pierre-Adrien Villenave's Perella Weinberg Partners Experience May 2014 - July 2014
Job Summer Intern at Equinox Partners, L.P.
Industry Research
Experience
Equinox Partners, L.P. June 2015 - Present
Perella Weinberg Partners May 2014 - July 2014
Professor McMurphy April 2013 - September 2013
Crédit Mutuel Arkéa June 2013 - July 2013
The Wharton School January 2013 - May 2013
Skills
Google Adwords..., E-commerce SEO, FACS analysis, Microsoft Office, Recherche, PowerPoint, Microsoft Excel, Parler en public, Analyse de données, Réseaux sociaux, Microsoft Word, Marketing, Planification...
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Sainte-Marie Lyon 2008 — 2011
French Baccalaureate, 17
Equinox Partners, L.P. June 2015 - Present
Perella Weinberg Partners May 2014 - July 2014
Professor McMurphy April 2013 - September 2013
Crédit Mutuel Arkéa June 2013 - July 2013
The Wharton School January 2013 - May 2013
Skills
Google Adwords..., E-commerce SEO, FACS analysis, Microsoft Office, Recherche, PowerPoint, Microsoft Excel, Parler en public, Analyse de données, Réseaux sociaux, Microsoft Word, Marketing, Planification...
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Sainte-Marie Lyon 2008 — 2011
French Baccalaureate, 17
Steven Demeraski's Perella Weinberg Partners Experience May 2014 - Present
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Chenjia Xu Chenjia Xu's Perella Weinberg Partners Experience July 2013 - Present
Job at
Industry Investment Banking
Experience
Perella Weinberg Partners July 2013 - Present
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Perella Weinberg Partners July 2013 - Present
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Graeme Stahl Graeme Stahl'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
Aon Benfield June 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Aon Benfield June 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
Benjamin Funk Benjamin Funk's Perella Weinberg Partners Experience August 2009 - September 2012
Job Senior Associate at Vestar Capital Partners
Industry Financial Services
Experience
Vestar Capital Partners August 2012 - Present
Perella Weinberg Partners August 2009 - September 2012
Lehman Brothers June 2008 - August 2008
International Creative Management (ICM) January 2007 - December 2007
Education
University of Southern California 2005 — 2009
B.S., Business Administration
Thammasat University
General Business
Vestar Capital Partners August 2012 - Present
Perella Weinberg Partners August 2009 - September 2012
Lehman Brothers June 2008 - August 2008
International Creative Management (ICM) January 2007 - December 2007
Education
University of Southern California 2005 — 2009
B.S., Business Administration
Thammasat University
General Business
Tanner Wardlaw Tanner Wardlaw's Perella Weinberg Partners Experience June 2011 - September 2011
Job Cost Controller at Technip
Industry Financial Services
Experience
Technip January 2012 - Present
Perella Weinberg Partners June 2011 - September 2011
Technip May 2010 - August 2010
Skills
Financial Analysis, Asset Management, Investments, Finance, Financial Modeling, Microsoft Office, PowerPoint, Equities, Corporate Finance, Microsoft Excel, Teamwork
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Business Administration (BBA)
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Technip January 2012 - Present
Perella Weinberg Partners June 2011 - September 2011
Technip May 2010 - August 2010
Skills
Financial Analysis, Asset Management, Investments, Finance, Financial Modeling, Microsoft Office, PowerPoint, Equities, Corporate Finance, Microsoft Excel, Teamwork
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Business Administration (BBA)
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Jac Charles Jac Charles's Perella Weinberg Partners Experience December 2010 - May 2011
Job Financial Analyst
Industry Oil & Energy
Experience
RockPile Energy Services May 2014 - Present
Goldman Sachs April 2013 - March 2014
Goldman Sachs June 2011 - April 2013
Perella Weinberg Partners December 2010 - May 2011
RMB Capital Management May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Hedge Funds, Data Analysis
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
RockPile Energy Services May 2014 - Present
Goldman Sachs April 2013 - March 2014
Goldman Sachs June 2011 - April 2013
Perella Weinberg Partners December 2010 - May 2011
RMB Capital Management May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Bloomberg, Investments, Hedge Funds, Data Analysis
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
Patrick Callahan Patrick Callahan's Perella Weinberg Partners Experience January 2014 - Present
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2014 - Present
Perella Weinberg Partners October 2013 - December 2013
Mantucket Capital February 2013 - June 2013
IPS Strategic Capital September 2012 - May 2013
IPS Strategic Capital June 2012 - August 2012
Scottrade June 2011 - May 2012
University of Denver Rugby Football Club September 2009 - May 2012
Callahan Farms January 2000 - January 2010
Skills
Exchange Traded..., Index Options, Interest Rate..., Financial Modeling, Structured Products, Futures Trading, Marketing Strategy, Derivatives, Due Diligence, Analysis, Marketing, Bloomberg, Investment Banking, Investments, Finance, Portfolio Management, Investment Strategies, Valuation, Bloomberg Terminal, Hedge Funds, Equities, Capital IQ, DCF, Equity Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, DCB GPA 3.81
University of Denver - Daniels College of Business 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Finance, Economics, DCB GPA 3.85
Perella Weinberg Partners January 2014 - Present
Perella Weinberg Partners October 2013 - December 2013
Mantucket Capital February 2013 - June 2013
IPS Strategic Capital September 2012 - May 2013
IPS Strategic Capital June 2012 - August 2012
Scottrade June 2011 - May 2012
University of Denver Rugby Football Club September 2009 - May 2012
Callahan Farms January 2000 - January 2010
Skills
Exchange Traded..., Index Options, Interest Rate..., Financial Modeling, Structured Products, Futures Trading, Marketing Strategy, Derivatives, Due Diligence, Analysis, Marketing, Bloomberg, Investment Banking, Investments, Finance, Portfolio Management, Investment Strategies, Valuation, Bloomberg Terminal, Hedge Funds, Equities, Capital IQ, DCF, Equity Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, DCB GPA 3.81
University of Denver - Daniels College of Business 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Finance, Economics, DCB GPA 3.85
Anthony Lauria Anthony Lauria's Perella Weinberg Partners Experience June 2008 - August 2008
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2014 - Present
Duff & Phelps March 2011 - January 2014
Perella Weinberg Partners June 2008 - August 2008
Skills
Financial Modeling, Mergers & Acquisitions, Data Analysis, Analysis, Litigation, Commercial Litigation, Financial Analysis
Education
University of Florida 2008 — 2009
Economics
Duff & Phelps February 2014 - Present
Duff & Phelps March 2011 - January 2014
Perella Weinberg Partners June 2008 - August 2008
Skills
Financial Modeling, Mergers & Acquisitions, Data Analysis, Analysis, Litigation, Commercial Litigation, Financial Analysis
Education
University of Florida 2008 — 2009
Economics
Edward Ruff Edward Ruff's Perella Weinberg Partners Experience June 2014 - August 2014
Job Equity Capital Markets Associate at Citi
Industry Investment Banking
Experience
Citi August 2014 - Present
Perella Weinberg Partners June 2014 - August 2014
Citi July 2012 - June 2014
Citi June 2011 - August 2011
KPMG July 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Due Diligence, Business Valuation, Accounting, DCF, Private Equity, Internal Controls, GAAP
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
M.A.S, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Accountancy
Citi August 2014 - Present
Perella Weinberg Partners June 2014 - August 2014
Citi July 2012 - June 2014
Citi June 2011 - August 2011
KPMG July 2006 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Due Diligence, Business Valuation, Accounting, DCF, Private Equity, Internal Controls, GAAP
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
M.A.S, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
B.S., Accountancy
Robert Haddad'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
The Blackstone Group June 2014 - August 2014
Fidelity Investments January 2014 - April 2014
Transwestern Capital Management June 2013 - September 2013
Tegean Capital Management May 2013 - May 2013
Skills
C++, R, Microsoft Excel, Equity Research, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Applied Mathematics, 3.97
University of Notre Dame, London Undergraduate Program
Union County Magnet High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
The Blackstone Group June 2014 - August 2014
Fidelity Investments January 2014 - April 2014
Transwestern Capital Management June 2013 - September 2013
Tegean Capital Management May 2013 - May 2013
Skills
C++, R, Microsoft Excel, Equity Research, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Applied Mathematics, 3.97
University of Notre Dame, London Undergraduate Program
Union County Magnet High School 2007 — 2011
Kelsey Whatley Kelsey Whatley's Perella Weinberg Partners Experience October 2014 - Present
Job Client Service Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners October 2014 - Present
kelseywhatley@gmail.com January 2013 - October 2014
The Select Group May 2012 - January 2013
Morgan Creek Capital Management May 2011 - August 2011
Carson Dellosa Publishing LLC May 2010 - August 2010
Carson Dellosa Publishing, LLC May 2009 - August 2009
Skills
Recruiting, Human Resources, Technical Recruiting, Staffing Services, Onboarding, Applicant Tracking..., Strategy, Management, Employee Training, Staff Augmentation, Microsoft Office, Screening Resumes, PowerPoint, Benefits Negotiation, Talent Acquisition, Software Documentation, Networking, Operational Strategy, Supply Management, Conflict Resolution, SaaS, Microsoft Excel, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, Finance
WHU Otto Beisheim School of Management 2010 — 2011
Perella Weinberg Partners October 2014 - Present
kelseywhatley@gmail.com January 2013 - October 2014
The Select Group May 2012 - January 2013
Morgan Creek Capital Management May 2011 - August 2011
Carson Dellosa Publishing LLC May 2010 - August 2010
Carson Dellosa Publishing, LLC May 2009 - August 2009
Skills
Recruiting, Human Resources, Technical Recruiting, Staffing Services, Onboarding, Applicant Tracking..., Strategy, Management, Employee Training, Staff Augmentation, Microsoft Office, Screening Resumes, PowerPoint, Benefits Negotiation, Talent Acquisition, Software Documentation, Networking, Operational Strategy, Supply Management, Conflict Resolution, SaaS, Microsoft Excel, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, Finance
WHU Otto Beisheim School of Management 2010 — 2011
Lawrence Goldsmith Lawrence Goldsmith's Perella Weinberg Partners Experience January 2007 - December 2009
Job Vice President, Pension and Investments The Walt Disney Company
Industry Investment Management
Experience
The Walt Disney Company 2012 - Present
The Recording Arts Foundation 2009 - 2011
TEACHERS RETIREMENT SYSTEM OF TEXAS January 2010 - May 2010
Perella Weinberg Partners January 2007 - December 2009
UNIVERSITY OF TEXAS INVESTMENT MANAGEMENT COMPANY (UTIMCO) May 2003 - November 2006
Commonfund September 1999 - April 2003
FLUOR CORPORATION January 1994 - January 1999
Toyota Motor Sales January 1989 - June 1994
Skills
Asset Management, Portfolio Management, Asset Allocation, Equities, Derivatives, Fixed Income, Endowments, Hedge Funds, Alternative Investments, Investments, Financial Modeling, Corporate Finance, Trading, Investment Management, Due Diligence, Risk Management, Asset Managment, Mutual Funds
Education
THE WHARTON SCHOOL, University of Pennsylvania 1987 — 1989
M.B.A, Finance and Management
University of Pennsylvania - The Wharton School 1987 — 1989
M.B.A., Finance, Management
University of Pennsylvania - The Wharton School 1981 — 1985
B.S, Finance and Economics
The Walt Disney Company 2012 - Present
The Recording Arts Foundation 2009 - 2011
TEACHERS RETIREMENT SYSTEM OF TEXAS January 2010 - May 2010
Perella Weinberg Partners January 2007 - December 2009
UNIVERSITY OF TEXAS INVESTMENT MANAGEMENT COMPANY (UTIMCO) May 2003 - November 2006
Commonfund September 1999 - April 2003
FLUOR CORPORATION January 1994 - January 1999
Toyota Motor Sales January 1989 - June 1994
Skills
Asset Management, Portfolio Management, Asset Allocation, Equities, Derivatives, Fixed Income, Endowments, Hedge Funds, Alternative Investments, Investments, Financial Modeling, Corporate Finance, Trading, Investment Management, Due Diligence, Risk Management, Asset Managment, Mutual Funds
Education
THE WHARTON SCHOOL, University of Pennsylvania 1987 — 1989
M.B.A, Finance and Management
University of Pennsylvania - The Wharton School 1987 — 1989
M.B.A., Finance, Management
University of Pennsylvania - The Wharton School 1981 — 1985
B.S, Finance and Economics
Brian Stengel's Perella Weinberg Partners Experience July 2015 - Present
Job Partner at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Waller Capital Partners January 2009 - April 2015
Morgan Stanley 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Virginia
Bachelor of Arts (BA)
Perella Weinberg Partners July 2015 - Present
Waller Capital Partners January 2009 - April 2015
Morgan Stanley 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Virginia
Bachelor of Arts (BA)
Tania (Koroleva) Nelson, CPA Tania (Koroleva) Nelson, CPA's Perella Weinberg Partners Experience November 2014 - April 2015
Job Portfolio Analyst at Warburg Pincus LLC
Industry Accounting
Experience
Warburg Pincus LLC April 2015 - Present
Perella Weinberg Partners November 2014 - April 2015
ABS Capital Partners March 2011 - October 2014
PricewaterhouseCoopers August 2007 - March 2011
PricewaterhouseCoopers June 2006 - August 2006
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance & Accounting
Warburg Pincus LLC April 2015 - Present
Perella Weinberg Partners November 2014 - April 2015
ABS Capital Partners March 2011 - October 2014
PricewaterhouseCoopers August 2007 - March 2011
PricewaterhouseCoopers June 2006 - August 2006
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance & Accounting
Tiffany LeBrun's Perella Weinberg Partners Experience December 2013 - September 2014
Job Human Resources and Administration
Industry Defense & Space
Experience
Raytheon September 2014 - Present
Perella Weinberg Partners December 2013 - September 2014
Harris Corporation July 2010 - April 2012
Harris Corporation July 2010 - January 2011
Harris Corporation November 2008 - July 2010
Harris Corporation March 2007 - April 2008
Skills
Microsoft Office, PeopleSoft, Authoria, Human Resources, Employee Relations, Recruiting, Administrative..., Software Documentation, SharePoint, Performance Management, Spreadsheets, Adobe Acrobat, Office Management, Outlook, System Administration, Administration, Office Administration, Onboarding
Education
University of Louisville 1999 — 2004
Bachelors of Arts, English, 3.47
Raytheon September 2014 - Present
Perella Weinberg Partners December 2013 - September 2014
Harris Corporation July 2010 - April 2012
Harris Corporation July 2010 - January 2011
Harris Corporation November 2008 - July 2010
Harris Corporation March 2007 - April 2008
Skills
Microsoft Office, PeopleSoft, Authoria, Human Resources, Employee Relations, Recruiting, Administrative..., Software Documentation, SharePoint, Performance Management, Spreadsheets, Adobe Acrobat, Office Management, Outlook, System Administration, Administration, Office Administration, Onboarding
Education
University of Louisville 1999 — 2004
Bachelors of Arts, English, 3.47
Aaron Smidt's Perella Weinberg Partners Experience 2006 - 2014
Job Financial and Strategic Advisor
Industry Financial Services
Experience
Self-Employed 2015 - Present
Perella Weinberg Partners 2006 - 2014
Virgin USA 2003 - 2006
Citi 2001 - 2003
Skills
Valuation, Corporate Development, Start-ups, Venture Capital, Growth Capital, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics, Finance and Real Estate
Self-Employed 2015 - Present
Perella Weinberg Partners 2006 - 2014
Virgin USA 2003 - 2006
Citi 2001 - 2003
Skills
Valuation, Corporate Development, Start-ups, Venture Capital, Growth Capital, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics, Finance and Real Estate
Lily Sullivan's Perella Weinberg Partners Experience January 2013 - September 2013
Job Investment Analyst at Towers Watson
Industry Investment Management
Experience
Towers Watson September 2013 - Present
Perella Weinberg Partners January 2013 - September 2013
Perella Weinberg Partners September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
UBS Wealth Management September 2011 - January 2012
Level 3 Communications June 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Due Diligence, Investments, Alternative Investments, Real Assets, Institutional..., Tactical Asset..., Manager Selection, Peer Group Analysis, Performance Attribution, Zephyr Style Advisor, Commentaries, Investment..., Endowment Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Niwot High School 2004 — 2008
Towers Watson September 2013 - Present
Perella Weinberg Partners January 2013 - September 2013
Perella Weinberg Partners September 2012 - December 2012
Goldman Sachs June 2012 - August 2012
UBS Wealth Management September 2011 - January 2012
Level 3 Communications June 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Due Diligence, Investments, Alternative Investments, Real Assets, Institutional..., Tactical Asset..., Manager Selection, Peer Group Analysis, Performance Attribution, Zephyr Style Advisor, Commentaries, Investment..., Endowment Funds
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Niwot High School 2004 — 2008
Evan Meyer's Perella Weinberg Partners Experience July 2012 - July 2014
Job Analyst at Freshford Capital
Industry Investment Management
Experience
Freshford Capital August 2014 - Present
Perella Weinberg Partners July 2012 - July 2014
Gleacher & Company June 2011 - August 2011
Pascal Metrics June 2010 - August 2010
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance and Legal Studies
Ashwaubenon High School 2004 — 2008
Freshford Capital August 2014 - Present
Perella Weinberg Partners July 2012 - July 2014
Gleacher & Company June 2011 - August 2011
Pascal Metrics June 2010 - August 2010
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance and Legal Studies
Ashwaubenon High School 2004 — 2008
Taylor Tripucka's Perella Weinberg Partners Experience October 2014 - Present
Job Analyst at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners October 2014 - Present
Ernst & Young September 2012 - October 2014
O'Connor Davies, LLP June 2011 - August 2011
Skills
CPA, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, External Audit, Financial Analysis, Internal Controls, Accounting, Auditing, Financial Accounting, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Finance
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Accountancy
Perella Weinberg Partners October 2014 - Present
Ernst & Young September 2012 - October 2014
O'Connor Davies, LLP June 2011 - August 2011
Skills
CPA, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, External Audit, Financial Analysis, Internal Controls, Accounting, Auditing, Financial Accounting, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Finance
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Accountancy
Rachelle Meredith's Perella Weinberg Partners Experience July 2007 - August 2009
Job Director of Development and Strategic Priorities at USC Annenberg Innovation Lab
Industry Education Management
Experience
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
Joanne Wu's Perella Weinberg Partners Experience July 2012 - January 2015
Job Product Management Associate at 1stdibs.com
Industry Internet
Experience
1stdibs.com January 2015 - Present
Perella Weinberg Partners July 2012 - January 2015
Financo, Inc. June 2011 - August 2011
Levy Affiliated Holdings June 2010 - July 2010
Linguistic Data Consortium February 2010 - May 2010
Yageo July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Bloomberg, Capital IQ, FactSet, Fairness Opinions, Due Diligence, Finance, Data Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science, Finance, Operation & Information Management
West Ranch High School 2004 — 2008
1stdibs.com January 2015 - Present
Perella Weinberg Partners July 2012 - January 2015
Financo, Inc. June 2011 - August 2011
Levy Affiliated Holdings June 2010 - July 2010
Linguistic Data Consortium February 2010 - May 2010
Yageo July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Bloomberg, Capital IQ, FactSet, Fairness Opinions, Due Diligence, Finance, Data Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science, Finance, Operation & Information Management
West Ranch High School 2004 — 2008
Sumo Gupta's Perella Weinberg Partners Experience August 2010 - July 2012
Job Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management July 2014 - Present
Audax Group August 2012 - July 2014
Perella Weinberg Partners August 2010 - July 2012
Microsoft May 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Concentrations in Finance, Operations and Information Management
University of Pennsylvania 2006 — 2010
B.S. Engineering, Systems Science & Engineering; Minor in Mathematics
Highbridge Capital Management July 2014 - Present
Audax Group August 2012 - July 2014
Perella Weinberg Partners August 2010 - July 2012
Microsoft May 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Concentrations in Finance, Operations and Information Management
University of Pennsylvania 2006 — 2010
B.S. Engineering, Systems Science & Engineering; Minor in Mathematics
Shari Dreisiger's Perella Weinberg Partners Experience August 2014 - Present
Job HR Generalist at Perella Weinberg Partners
Industry Human Resources
Experience
Perella Weinberg Partners August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers March 2007 - September 2008
Mediacom August 2006 - March 2007
Linder and Associates 2001 - 2002
Skills
Human Resources, Talent Management, Performance Management, Employee Engagement, Diversity & Inclusion, Leadership Development, HRIS, Employee Relations, Compensation & Benefit
Education
University of Maryland College Park 2002 — 2006
Bachelors of Arts, Communication
Perella Weinberg Partners August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers March 2007 - September 2008
Mediacom August 2006 - March 2007
Linder and Associates 2001 - 2002
Skills
Human Resources, Talent Management, Performance Management, Employee Engagement, Diversity & Inclusion, Leadership Development, HRIS, Employee Relations, Compensation & Benefit
Education
University of Maryland College Park 2002 — 2006
Bachelors of Arts, Communication
Bradford J. Stephan, CFA's Perella Weinberg Partners Experience October 2011 - May 2012
Job Senior Investment Advisor to NonProfit and Healthcare Organizations
Industry Investment Management
Experience
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
Kyle Sugarman's Perella Weinberg Partners Experience January 2008 - Present
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2008 - Present
Cantor Fitzgerald 2005 - 2007
Goldman Sachs 2000 - 2005
Education
University of Maryland College Park
BA, Communications - RTVF
Perella Weinberg Partners January 2008 - Present
Cantor Fitzgerald 2005 - 2007
Goldman Sachs 2000 - 2005
Education
University of Maryland College Park
BA, Communications - RTVF
Lynn Perkins's Perella Weinberg Partners Experience May 2006 - September 2010
Job Chief Financial Officer at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management February 2013 - Present
Credit Suisse April 2011 - February 2013
Perella Weinberg Partners May 2006 - September 2010
Morgan Stanley 1986 - 2006
Skills
Hedge Funds, Investment Banking, Bonds, Structured Products, Financial Structuring, Risk Management, Mutual Funds, Financial Advisory, Securities Regulation, Corporate Development, Credit, Restructuring, Wealth Management, Credit Risk, Finance, Investment Advisory, Structured Finance, Financial Services, Alternative Investments, Strategy, Funding, Asset Management, Investments, Management
Education
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting, Minor in Economics
First Eagle Investment Management February 2013 - Present
Credit Suisse April 2011 - February 2013
Perella Weinberg Partners May 2006 - September 2010
Morgan Stanley 1986 - 2006
Skills
Hedge Funds, Investment Banking, Bonds, Structured Products, Financial Structuring, Risk Management, Mutual Funds, Financial Advisory, Securities Regulation, Corporate Development, Credit, Restructuring, Wealth Management, Credit Risk, Finance, Investment Advisory, Structured Finance, Financial Services, Alternative Investments, Strategy, Funding, Asset Management, Investments, Management
Education
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting, Minor in Economics
Siobhan Doherty's Perella Weinberg Partners Experience February 2007 - October 2011
Job
Industry Construction
Experience
Perella Weinberg Partners February 2007 - October 2011
Emigrant Bank November 2006 - February 2007
Carat USA 2004 - 2006
Skills
Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Construction, Event Planning, Contract Management, Leadership, Project Planning, Purchase Orders, Purchase Management, Expense Reports, Expense Budget..., Space Planning, Business Travel, Travel Management, Data Analysis, Reporting & Analysis, Report Writing, Budget Management, Vendor Management, Process Implementation, Employee Training, Meeting Planning, Meeting Scheduling, Transcription, Corporate Branding, Employee Handbooks, Operations Management, New Hire Training, New Hire Orientations, Salesforce.com, Executive Calendar..., CRM Databases, Business Correspondence, Written Correspondence, Executive Correspondence
Education
University of Hawaii at Hilo 1994 — 1998
BA, Marine Science
Perella Weinberg Partners February 2007 - October 2011
Emigrant Bank November 2006 - February 2007
Carat USA 2004 - 2006
Skills
Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Construction, Event Planning, Contract Management, Leadership, Project Planning, Purchase Orders, Purchase Management, Expense Reports, Expense Budget..., Space Planning, Business Travel, Travel Management, Data Analysis, Reporting & Analysis, Report Writing, Budget Management, Vendor Management, Process Implementation, Employee Training, Meeting Planning, Meeting Scheduling, Transcription, Corporate Branding, Employee Handbooks, Operations Management, New Hire Training, New Hire Orientations, Salesforce.com, Executive Calendar..., CRM Databases, Business Correspondence, Written Correspondence, Executive Correspondence
Education
University of Hawaii at Hilo 1994 — 1998
BA, Marine Science
Rajdeep Saha's Perella Weinberg Partners Experience February 2013 - November 2014
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Perella Weinberg Partners February 2013 - November 2014
SmartIMS March 2012 - January 2013
GFT USA, Inc October 2011 - March 2012
G2 Systems LLC (Acquired by GFT USA in Oct 2011) January 2010 - October 2011
Yale University January 2008 - December 2009
Skills
Perl, SQL, Software Development, Derivatives, Equities, Fixed Income, C#, Geneva RSL, RDL, SSRS,..., Security Master,..., Bloomberg, Hedge Funds, Fortran, Mathematica
Education
University of Rochester 2001 — 2008
Doctor of Philosophy (Ph.D.), Physics
J.P. Morgan December 2014 - Present
Perella Weinberg Partners February 2013 - November 2014
SmartIMS March 2012 - January 2013
GFT USA, Inc October 2011 - March 2012
G2 Systems LLC (Acquired by GFT USA in Oct 2011) January 2010 - October 2011
Yale University January 2008 - December 2009
Skills
Perl, SQL, Software Development, Derivatives, Equities, Fixed Income, C#, Geneva RSL, RDL, SSRS,..., Security Master,..., Bloomberg, Hedge Funds, Fortran, Mathematica
Education
University of Rochester 2001 — 2008
Doctor of Philosophy (Ph.D.), Physics
Anthony Giuliano's Perella Weinberg Partners Experience August 2014 - Present
Job at
Industry Investment Banking
Experience
Perella Weinberg Partners August 2014 - Present
Nomura Securities September 2010 - May 2014
Barclays September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Equities, Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Private Equity, Investments, Derivatives, Banking, Credit Analysis, Emerging Markets, Credit Risk, Hedge Funds, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Urban Studies/Affairs
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Finance and Real Estate
Perella Weinberg Partners August 2014 - Present
Nomura Securities September 2010 - May 2014
Barclays September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Equities, Portfolio Management, Bloomberg, Fixed Income, Financial Analysis, Private Equity, Investments, Derivatives, Banking, Credit Analysis, Emerging Markets, Credit Risk, Hedge Funds, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), Urban Studies/Affairs
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Finance and Real Estate
Henry Tanyu's Perella Weinberg Partners Experience Senior ManagerBest Friends Pet Care, Inc1993 - 2003
Job Operation Manager at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners Senior ManagerBest Friends Pet Care, Inc1993 - 2003
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Bloomberg
Education
University of San Carlos 1977 — 1980
Bachelor of Science, Major in Accounting
Perella Weinberg Partners Senior ManagerBest Friends Pet Care, Inc1993 - 2003
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Bloomberg
Education
University of San Carlos 1977 — 1980
Bachelor of Science, Major in Accounting
Ahsen Khan's Perella Weinberg Partners Experience October 2011 - October 2013
Job Analyst at Sage Rock Capital
Industry Financial Services
Experience
Sage Rock Capital October 2013 - Present
Perella Weinberg Partners October 2011 - October 2013
Merrill Lynch June 2010 - September 2011
Skills
Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance
Sage Rock Capital October 2013 - Present
Perella Weinberg Partners October 2011 - October 2013
Merrill Lynch June 2010 - September 2011
Skills
Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance
Lee Finley's Perella Weinberg Partners Experience April 2010 - July 2010
Job Merchandise Control Analyst
Industry Retail
Experience
Ross Stores, Inc. September 2012 - Present
Ross Stores June 2011 - September 2012
Bessemer Trust September 2010 - May 2011
Perella Weinberg Partners April 2010 - July 2010
Ivy Asset Management (subsidiary of Bank of New York Mellon), New York, NY July 2008 - August 2008
Mullins Wealth Advisors, LLC January 2008 - February 2008
Skills
Finance, Analysis, Strategy, Accounting, Microsoft Excel, Portfolio Management, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Economics
John Cabot University - study abroad program 2007 — 2007
Bachelor of Science, Economics
Ross Stores, Inc. September 2012 - Present
Ross Stores June 2011 - September 2012
Bessemer Trust September 2010 - May 2011
Perella Weinberg Partners April 2010 - July 2010
Ivy Asset Management (subsidiary of Bank of New York Mellon), New York, NY July 2008 - August 2008
Mullins Wealth Advisors, LLC January 2008 - February 2008
Skills
Finance, Analysis, Strategy, Accounting, Microsoft Excel, Portfolio Management, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Economics
John Cabot University - study abroad program 2007 — 2007
Bachelor of Science, Economics
Faiz Munshi, CFA's Perella Weinberg Partners Experience July 2014 - Present
Job Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Yale School of Management June 2012 - May 2014
Perella Weinberg Partners June 2013 - August 2013
Morgan Stanley Wealth Management March 2010 - June 2012
Morgan Stanley June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Asset Managment, Portfolio Management, Security Analysis, Financial Modeling, Asset Allocation, Risk Management, Financial Statement..., Asset Management, Equities, Mergers & Acquisitions, Bloomberg, Hedge Funds
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Perella Weinberg Partners July 2014 - Present
Yale School of Management June 2012 - May 2014
Perella Weinberg Partners June 2013 - August 2013
Morgan Stanley Wealth Management March 2010 - June 2012
Morgan Stanley June 2006 - March 2010
Morgan Stanley June 2005 - June 2006
Skills
Asset Managment, Portfolio Management, Security Analysis, Financial Modeling, Asset Allocation, Risk Management, Financial Statement..., Asset Management, Equities, Mergers & Acquisitions, Bloomberg, Hedge Funds
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Nick Hartnett, CFA's Perella Weinberg Partners Experience December 2014 - Present
Job Associate at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners December 2014 - Present
Perella Weinberg Partners November 2011 - December 2014
Quish & Co January 2011 - December 2011
IPS Strategic Capital November 2010 - February 2011
Bay State Breakers Jr. A Hockey August 2006 - March 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, HFR, Investment Strategies, Mutual Funds, Asset Allocation, Alternative Investments, Bloomberg, Investments, Hedge Funds, Asset Management, Due Diligence
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
B.S. Degree, Business Administration; an emphasis in Finance & Minor in Economics
Fenwick High School 2002 — 2006
High School Diploma, High School Diploma, A
Perella Weinberg Partners December 2014 - Present
Perella Weinberg Partners November 2011 - December 2014
Quish & Co January 2011 - December 2011
IPS Strategic Capital November 2010 - February 2011
Bay State Breakers Jr. A Hockey August 2006 - March 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, HFR, Investment Strategies, Mutual Funds, Asset Allocation, Alternative Investments, Bloomberg, Investments, Hedge Funds, Asset Management, Due Diligence
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
B.S. Degree, Business Administration; an emphasis in Finance & Minor in Economics
Fenwick High School 2002 — 2006
High School Diploma, High School Diploma, A
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.