Performance Equity Management, LLC

Description

Address: 5 Greenwich Office Park, 3rd Floor, Greenwich, CT 06831 Phone: (203) 742-2400Category: : : Place name: : Website: : Hours: : : Website: http://www.peqm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Performance Equity Management Posting publicly on the Web Write a review Reviews Be the first to review

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Performance Equity Management, LLC Employees

Employee
Years
Job
Industry
Andrew Mellinger Andrew Mellinger Greater New York City Area Details
Andrew Mellinger's Performance Equity Management, LLC Experience June 2015 - Present
Job Junior Financial Analyst at Performance Equity Management
Industry Financial Services
Experience
Performance Equity Management, LLC   June 2015 - Present
O'Keefe Investment Management   April 2014 - May 2015
Stancor Pumps   May 2012 - August 2013
Holy Cross Summer Business Program   May 2013 - June 2013

Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office

Education
College of the Holy Cross   2011 — 2015
Economics

Fairfield College Preparatory School   2007 — 2011

Richard Futia Richard Futia Fairfield, Connecticut Details
Richard Futia's Performance Equity Management, LLC Experience April 2010 - March 2012
Job Vice President Project Manager at J.P. Morgan Private Bank
Industry Venture Capital & Private Equity
Experience
J.P. Morgan Private Bank   May 2014 - Present
SteelBridge Ventures Consulting   April 2012 - April 2014
Performance Equity Management, LLC   April 2010 - March 2012
JPMorgan Chase  January 2006 - April 2010
Greenwich Associates  December 2003 - January 2006

Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Asset Management, Financial Services, Finance, Financial Analysis, Financial Modeling, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Investment Banking, Business Development, Investran, FM3, Project Management, Software Implementation, Fund Of Funds, Performance Analysis, Project Portfolio..., Process Improvement, Strategic Planning

Education
Connecticut College   1998 — 2002
Bachelor of Arts (BA), Economics

Greenwich High School   1994 — 1998

Jackie Kadre-Finnerty Jackie Kadre-Finnerty Greater New York City Area Details
Jackie Kadre-Finnerty's Performance Equity Management, LLC Experience September 2014 - Present
Job Private Markets Administrator at Performance Equity Management, LLC
Industry Investment Management
Experience
Performance Equity Management, LLC   September 2014 - Present
Mount Lucas Management  July 2010 - December 2012
Investment Technology Group, Inc.   September 2001 - June 2010
Hoenig & Co. Inc   October 1996 - August 2001

Skills
Editing, Financial Markets, Portfolio Management, International Relations, Market Research, Bloomberg, Hedge Funds, Trading, Analysis, CRM, Investments, Economics, Equity Trading, Alternative Investments, Equities

Education
Fordham University   1994 — 1996
Masters, International Political Economy And Development

Fordham University   1990 — 1994
Bachelor of Arts, Political Science and Spanish

Lizzy Peijs Lizzy Peijs Greenwich, Connecticut Details
Lizzy Peijs's Performance Equity Management, LLC Experience August 2013 - Present
Job Compliance Analyst bij Performance Equity Management, LLC
Industry Legal Services
Experience
Performance Equity Management, LLC   August 2013 - Present
Performance Equity Management, LLC   October 2012 - July 2013
The Wings Group   May 2012 - October 2012
AFI Europe NV   2011 - 2012
Linklaters  September 2010 - December 2010

Skills
Field Hockey, Compliance, Legal Compliance, Sports, Athletics, SEC filings, Coaching, Regulatory Requirements, Sports Management, File Management, Fundraising, Event Planning, Legal Assistance, Event Management, Social Media, ERISA

Education
Fordham University School of Law   2014 — 2015
Master in Laws Diploma, LL.M. Banking, Corporate, and Finance Law, Cum Laude

Leiden University   2008 — 2012
BA & LL.M., Corporate and Finance Law, 8

The University of Connecticut   2004 — 2007
B.A., Psychology, 3.8

The University of Connecticut   2004 — 2007
Bachelor of Arts (B.A.), IMJR Human Rights, Crime & Society, 3.8

Valuas College, Venlo   1997 — 2003
High school diploma, Economics and Management

Crystal Wolf Crystal Wolf Greater New York City Area Details
Crystal Wolf's Performance Equity Management, LLC Experience 2013 - 2013
Job Trading Assistant/Research Analyst Intern at Fulcrum Securities
Industry Financial Services
Experience
D'Errico Platinum Corp. / D'Errico Jewelry   November 2013 - Present
Fulcrum Securities  August 2014 - May 2015
Keller Williams Real Estate  April 2013 - January 2015
North Empire LLC   February 2012 - October 2013
Performance Equity Management, LLC   2013 - 2013
Veritas Capital  June 2012 - September 2012
Goldfarb Properties  August 2008 - September 2011
Washington Mutual Bank  January 2004 - November 2006

Skills
Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Bookkeeping, Office Management, Administrative..., Accounts Receivable, Accounts Payable, Office Administration, Fax, Banking, Real Estate Transactions, Property Management, Management, Sales, Investment Properties, Real Estate, Financial Analysis, Customer Service, Accounting, Social Networking, Finance

Education
Iona College

Westchester Community College
A.A.S, Business Administration

Matthew O'Loughlin Matthew O'Loughlin Greenwich, Connecticut Details
Matthew O'Loughlin's Performance Equity Management, LLC Experience January 2015 - Present
Job Investment Analyst at Performance Equity Management, LLC
Industry Venture Capital & Private Equity
Experience
Performance Equity Management, LLC   January 2015 - Present
The Brattle Group  September 2012 - December 2014
Lafayette College  September 2011 - May 2012
National Science Foundation  September 2010 - December 2011
National Science Foundation  September 2009 - September 2010

Skills
Private Equity, Venture Capital, Financial Modeling, Valuation, Due Diligence, Data Analysis, Analysis, VBA, Research, Quantitative Analytics, Statistics, Financial Accounting, Econometrics, Bloomberg, Microsoft Excel, Matlab, R, Stata, Time Management

Education
Lafayette College   2008 — 2012
Bachelor of Science (Honors) Summa Cum Laude, Civil Engineering, 3.94

Lafayette College   2008 — 2012
Bachelor of Arts Summa Cum Laude, Economics & Business, 3.97

Ludlowe High School   2004 — 2008

Ludlowe High School

Brian Benvenisty, CFA Brian Benvenisty, CFA Greater New York City Area Details
Brian Benvenisty, CFA's Performance Equity Management, LLC Experience September 2010 - July 2012
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  August 2015 - Present
The Blackstone Group  June 2014 - August 2014
U.S. Bankruptcy Court for the Southern District of New York   May 2013 - August 2013
Performance Equity Management, LLC   September 2010 - July 2012
CDK Group LLC   July 2008 - August 2010

Education
Columbia Business School   2012 — 2015
Master of Business Administration (MBA)

Columbia Law School   2012 — 2015
Doctor of Law (JD)

Columbia University in the City of New York   2004 — 2008
B.A., Economics and Psychology

Ndiogou Ba, MBA, CPA Ndiogou Ba, MBA, CPA Greater New York City Area Details
Ndiogou Ba, MBA, CPA's Performance Equity Management, LLC Experience February 2015 - Present
Job Private Equity Financial Associate
Industry Financial Services
Experience
Performance Equity Management, LLC   February 2015 - Present
Performance Equity Management, LLC (Private Equity)   August 2014 - January 2015
Ernst & Young  June 2011 - October 2012
United Way of Western CT  January 2009 - June 2012
General Atlantic  May 2004 - January 2010

Skills
Finance, International Finance, Economic Development, Accounting, GAAP Compliance, IFRS, Audit, Budgeting, Procurement, Import Export, Operational Efficiency, Strategy and Planning, Multicultural Competency, Negotiation, Operations, French, Nonprofits, Management, US GAAP, Auditing, Private Equity, Budgets, Analysis

Education
The University of Connecticut School of Business   2011 — 2014
MBA, Finance and International Business - May 2014

Fairfield University   2010 — 2011
Post-Baccalaureate Accounting Certificate

Universite Cheikh Anta Diop - UCAD
Bachelors, Literature & Linguistics

Kuppu Seshadhri Kuppu Seshadhri Greater Boston Area Details
Kuppu Seshadhri's Performance Equity Management, LLC Experience September 2013 - April 2014
Job Analyst at BuysideFX
Industry Financial Services
Experience
BuysideFX  May 2014 - Present
Performance Equity Management, LLC   September 2013 - April 2014
Fidelity Investments  May 2012 - May 2013
John Hancock Financial Services  September 2009 - February 2012
Mangal Keshav Securities Ltd   February 2008 - March 2009
Performance Equity Management, LLC   December 2005 - August 2007
State Street  November 2004 - June 2006
State Street Corporation  February 2004 - October 2004
SKG Inc   November 2000 - February 2004
KPMG Consulting  October 1997 - October 2000

Skills
Fixed Income, Capital Markets, Finance, Investments, Derivatives, Custom Software, Consulting

Education
The University of Akron   1994 — 1995
M. S., Chemical Engineering

Indian Institute of Technology, Kharagpur   1988 — 1993
B. Tech, Chemical Engineering

Kendriya Vidyalaya   1976 — 1988
Fort Williams

James Maurno James Maurno Greater New York City Area Details
James Maurno's Performance Equity Management, LLC Experience October 2012 - Present
Job Consultant at Performance Equity Management, LLC
Industry Investment Management
Experience
Performance Equity Management, LLC   October 2012 - Present
GM Asset Management  December 2006 - September 2012
Promark Global Advisors   September 2000 - September 2003
Promark Global Advisors   January 2000 - August 2000
General Electric Asset Management  July 1995 - January 2000
Chemical Bank  January 1990 - July 1995
Chemical Bank World Trade Corporation   October 1988 - January 1990
APPLETON & LANG, Division of Simon & Schuster   August 1987 - September 1988
NYNEX  January 1985 - July 1987

Skills
Investments, Performance Measurement, Team Building, Operations Management, Performance Attribution, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Bloomberg, Private Equity, Valuation, Financial Modeling, Financial Analysis, Risk Management, Equities, Due Diligence, Fixed Income, Investment..., Asset Management, Mutual Funds, Securities, Asset Allocation, Finance, Financial Risk, Trading, Derivatives, Strategy, Capital Markets, Management, Analysis, Financial Services

Education
Pace University - Lubin School of Business   1990 — 1994
MBA, Business Administration; Investments and Portfolio Management

Florida Southern College   1980 — 1984
B.S., Economics

Edward M. Straw Edward M. Straw New York, New York Details
Edward M. Straw's Performance Equity Management, LLC Experience 2011 - Present
Job Managing Partner, Osprey Venture Partners, LLC
Industry Financial Services
Experience
Osprey Venture Partners   2011 - Present
Performance Equity Management, LLC   2011 - Present
Odyssey Logistics & Technology  2007 - Present
MeadWestvaco  2007 - 2012
PRTM Management Consultants  2007 - 2011
The Estée Lauder Companies Inc.   2000 - 2005
Compaq Computer Corporation  1998 - 2000
Ryder Supply Chain Solutions  1996 - 1998
Defense Logistics Agency  August 1992 - October 1996

Skills
Investments, Start-ups, Entrepreneurship, Management, Portfolio Management, Mergers & Acquisitions, Private Equity, Business Strategy, Strategic Planning, Financial Analysis, Corporate Finance, Due Diligence, Finance, Executive Management, Venture Capital, Financial Modeling, Investment Banking, Valuation, Asset Management, Competitive Analysis, Real Estate, Corporate Development, Emerging Markets, Market Analysis, Market Research, Analysis

Education
The George Washington University - School of Business
Master of Business Administration (MBA)

United States Naval Academy
BS General Engineering

Emily Robertson, CRM Emily Robertson, CRM Wilton, Connecticut Details
Emily Robertson, CRM's Performance Equity Management, LLC Experience March 2011 - July 2014
Job Executive Vice President at ARMA Connecticut
Industry Insurance
Experience
Wilton Re  July 2014 - Present
ARMA Connecticut   July 2014 - Present
ARMA Connecticut   May 2012 - July 2014
Performance Equity Management, LLC   March 2011 - July 2014
Hillview Capital Advisors, LLC  December 2007 - March 2011

Skills
Due Diligence, Research, Microsoft Excel, Editing, Microsoft Office, Outlook, Process Modeling, Business Continuity..., ImageNow, Event Management, Strategic Planning, Document Management, Leadership, Project Management, SharePoint, Records Management

Education
Quinnipiac University   2014 — 2016
Master of Business Administration (M.B.A.)

Northeastern University   2002 — 2007
Bachelor of Arts (B.A.), Journalism

Amity High School   1997 — 2002

Andrew Oberson Andrew Oberson Greater New York City Area Details
Andrew Oberson's Performance Equity Management, LLC Experience October 2012 - Present
Job Financial Analyst at Performance Equity Management, LLC
Industry Financial Services
Experience
Performance Equity Management, LLC   October 2012 - Present
Performance Equity Management, LLC   July 2010 - October 2012

Skills
Financial Analysis, Asset Management, Financial Reporting, Cash Flow, Accounting, Account Reconciliation, Financial Accounting, Management, Finance, Due Diligence, Analysis

Education
The University of Connecticut School of Business   2012 — 2014
Master of Business Administration (MBA), Finance

University of Connecticut   2005 — 2010

Marc Pinsky Marc Pinsky Greater New York City Area Details
Marc Pinsky's Performance Equity Management, LLC Experience November 2004 - February 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
Sungard Investran  July 2012 - May 2013
Performance Equity Management, LLC   November 2004 - February 2012
J.P. Morgan   2000 - 2004
JPMorgan  1997 - 1999

Skills
Alternative Assets, Private Equity, Operations Management, Financial Software..., Back Office, Manage Client..., Securities, Vendor Management, Alternative Investments, Software Implementation, Relationship Management, Agile Project Management, Financial Services, Investor Relations, Venture Capital, Investments, Management, Banking, Investment Management, CRM, Strategy, Hedge Funds, Client Services, Fund Of Funds

Education
FRA Conference   2011 — 2012

Saint Joseph's College   1994 — 1997
Bachelor of Science (BS), Political Science and Government

Long Island University, C.W. Post Campus   1992 — 1994
Business Administration and Management, General

Jim Tybur Jim Tybur Greater New York City Area Details
Jim Tybur's Performance Equity Management, LLC Experience September 2010 - Present
Job Investor in Venture Capital, Buyout and Distressed Debt Funds and Directly In To Private Companies
Industry Venture Capital & Private Equity
Experience
Performance Equity Management, LLC   September 2010 - Present
Trinity Ventures  November 2004 - August 2010
VERITAS  February 2003 - October 2004
PolyServe  July 2001 - December 2002
About.com  1999 - 1999
Boston Consulting Group  1997 - 1999

Skills
Venture Capital, Business Development, Mergers & Acquisitions, Enterprise Software, Investments, Start-ups, Product Management, Strategic Partnerships

Education
Harvard Business School   1999 — 2001
MBA, Business

University of Virginia   1993 — 1997
B.S., Systems Engineering

Frantz Jean-Baptiste Jr. Frantz Jean-Baptiste Jr. Greater New York City Area Details
Frantz Jean-Baptiste Jr.'s Performance Equity Management, LLC Experience May 2014 - July 2014
Job CoFounder at SHIFT, Inc.
Industry Venture Capital & Private Equity
Experience
SHIFT, Inc.   August 2014 - Present
Performance Equity Management, LLC   May 2014 - July 2014
Performance Equity Management, LLC   April 2005 - May 2014
J.P. Morgan   January 2001 - April 2005

Skills
Private Equity, Financial Modeling, Alternative Investments, Valuation, Asset Managment, Financial Analysis, Strategic Planning, Asset Management, Hedge Funds, Start-ups, Strategy, Capital Markets, Due Diligence, Investments, Corporate Finance, Mergers & Acquisitions, Asset Allocation, Equities, Portfolio Management, Securities, Investment Management, Fixed Income, Fund Of Funds, Bloomberg, Venture Capital, Investor Relations, Equity Research, Investment Strategies

Education
University of Virginia Darden School of Business
Master of Business Administration (MBA)

Cheung Kong Graduate School of Business
Leading in an Emerging Economy

Hofstra University
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies

Keith Brocker Keith Brocker Greater New York City Area Details
Keith Brocker's Performance Equity Management, LLC Experience June 2015 - Present
Job Investment Analyst at Performance Equity Management, LLC
Industry Venture Capital & Private Equity
Experience
Performance Equity Management, LLC   June 2015 - Present
Segal Rogerscasey  March 2013 - June 2015
Brown Brothers Harriman  September 2012 - March 2013
Cruice Financial Organization   August 2011 - May 2012

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Market Research, Alternative Investments, Commercial Real Estate, Private Equity, Financial Reporting, PowerPoint, Microsoft Word

Education
Fairfield University   2008 — 2012
BS, Finance, Accounting

Betty Quigley Betty Quigley Greater New York City Area Details
Betty Quigley's Performance Equity Management, LLC Experience August 2010 - Present
Job Business Records Analyst at Performance Equity Management, LLC
Industry Financial Services
Experience
Performance Equity Management, LLC   August 2010 - Present

Education
Charter Oak State College
Bachelor of Arts (B.A.), English Language and Literature/Letters

Ann Taylor Shaw Ann Taylor Shaw Greater New York City Area Details
Ann Taylor Shaw's Performance Equity Management, LLC Experience September 2008 - July 2010
Job Undergraduate Admission Counselor
Industry Higher Education
Experience
The City University of New York (CUNY)   August 2011 - Present
Baruch College School of Public Affairs  September 2010 - June 2012
Performance Equity Management, LLC   September 2008 - July 2010

Education
Baruch College School of Public Affairs   2010 — 2012
Master's, Public Administration

University of Alabama   2000 — 2004
BA, Communication

Christopher Bach Christopher Bach Greater New York City Area Details
Christopher Bach's Performance Equity Management, LLC Experience 2014 - Present
Job Manager at Performance Equity Management, LLC
Industry Investment Management
Experience
Performance Equity Management, LLC   2014 - Present
General Motors Asset Management  2006 - 2013
General Motors Asset Management  2004 - 2006
General Motors Asset Management  2002 - 2004
HarperCollins Publishers  1998 - 2002

Skills
Portfolio Management, Equities, Capital Markets, Options, Asset Allocation, Fixed Income, Financial Reporting, Chartered Financial..., DCF Valuation, Investment Management, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Hedge Funds, Alternative Investments, Investments, Private Equity, Fund Of Funds, Valuation, Equity Research, Investment Strategies, Derivatives, Structured Products, Bonds, Asset Management

Education
Dartmouth College
AB, Engineering

New York University - Leonard N. Stern School of Business
MBA, Finance

Cindy Vozzo Cindy Vozzo Greater New York City Area Details
Cindy Vozzo's Performance Equity Management, LLC Experience May 2008 - Present
Job Financial Associate at Performance Equity Management
Industry Accounting
Experience
Performance Equity Management, LLC   May 2008 - Present

Education
Sacred Heart University

Jeffrey Chang Jeffrey Chang New York, New York Details
Jeffrey Chang's Performance Equity Management, LLC Experience March 2013 - October 2014
Job Senior Director, Private Equity at Guardian Life
Industry Investment Management
Experience
Guardian Life  November 2014 - Present
Performance Equity Management, LLC   March 2013 - October 2014
Performance Equity Management, LLC   April 2012 - February 2013
Performance Equity Management   November 2005 - April 2012
Thomson Financial  June 2002 - October 2005

Skills
Private Equity, Venture Capital, Equities, Real Estate, Investments, Portfolio Management

Education
Columbia University - Columbia Business School   2011 — 2013
MBA

New York University   1998 — 2002
BA, Economics

Danyal Farooqi Danyal Farooqi New York, New York Details
Danyal Farooqi's Performance Equity Management, LLC Experience September 2014 - Present
Job Director at Performance Equity Management
Industry Investment Management
Experience
Performance Equity Management, LLC   September 2014 - Present
TAP Advisors  February 2014 - September 2014
Lazard  June 2012 - February 2014
Bank of America  August 2011 - June 2012

Skills
Corporate Finance, Private Equity, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Due Diligence, Alternative Investments, Sourcing, Fundraising, Portfolio Management, Strategy, Investment Banking, Investments, Venture Capital, Business Development, Partnerships

Education
Instituto de Cultura y Lengua Costarricense

Moravian Academy
high school diploma

New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance and International Business

The George Washington University - School of Business
Bachelor, Business Administration

Jon Deklerk Jon Deklerk Greater New York City Area Details
Jon Deklerk's Performance Equity Management, LLC Experience April 2011 - Present
Job Chief Operating Officer at Performance Equity Management, LLC
Industry Investment Management
Experience
Performance Equity Management, LLC   April 2011 - Present
Performance Equity Management, LLC   May 2005 - April 2011
General Motors Asset Management  2001 - 2005

Skills
Venture Capital, Private Equity, Due Diligence, Capital Markets, Fund Of Funds, Asset Management, Financial Modeling, Equities, Alternative Investments, Hedge Funds, Management Consulting, Financial Analysis, Risk Management, Investments, Asset Managment, Valuation

Education
University of North Carolina at Charlotte   1989 — 1992
Entrepreneurship/Entrepreneurial Studies

University of Massachusetts, Amherst   1983 — 1987
Bachelor of Arts (BA), Political Science and History

Keiko Castaneda Keiko Castaneda Stamford, Connecticut Details
Keiko Castaneda's Performance Equity Management, LLC Experience June 2006 - February 2008
Job HR Administrator at Tauck
Industry Financial Services
Experience
Tauck  October 2014 - Present
Diageo  November 2012 - March 2013
Millward Brown  June 2012 - November 2012
US Census Bureau  February 2010 - September 2010
Performance Equity Management, LLC   June 2006 - February 2008
Morgan Stanley  December 2004 - April 2006
Hudson Valley Bank  July 2002 - June 2004

Skills
Financial Analysis, Change Management, Management, Fundraising, Employee Benefits, Microsoft Excel, Asset Managment, Training, PowerPoint, Due Diligence, Analysis, Corporate Finance, Strategic Planning, Microsoft Office, Asset Management, Human Resources, Finance

Education
Fairfield University   2014 — 2019
Master of Arts (M.A.), Marriage and Family Therapy/Counseling

Fairfield University   2009 — 2011
MBA, Business Administration and Management, General, 3.92/4.0

Pace University   1998 — 2002
BBA, Finance