Philadelphia International Advisors

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Philadelphia International Advisors Employees

Employee
Years
Job
Industry
Allison Walter Allison Walter Greater New York City Area Details
Allison Walter's Philadelphia International Advisors Experience May 2009 - July 2009
Job Associate at Ipreo
Industry Financial Services
Experience
Ipreo  March 2014 - Present
Ipreo  March 2012 - February 2014
Ipreo  June 2010 - February 2012
Winter Wyman  October 2008 - October 2011
Apprise Software  August 2009 - August 2009
Philadelphia International Advisors   May 2009 - July 2009
James Lakeland   May 2008 - June 2008

Education
Bentley University   2006 — 2010
B.S., Economics-Finance and Global Perspectives

Royal Holloway University, College of London

Anna Billings Anna Billings Voorhees, New Jersey Details
Anna Billings's Philadelphia International Advisors Experience January 2002 - May 2013
Job Financial Accountant
Industry Investment Management
Experience
Philadelphia International Advisors   January 2002 - May 2013
Philadelphia International Advisors   January 2002 - May 2013
Philadelphia International Advisors   2002 - 2013
Glenmede  May 1995 - January 2002
Corestates & Mellon Bank   1992 - 1995

Skills
Advent AXYS, Solomon,..., Account Reconciliation, Finance, Auditing, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Budgets, Variance Analysis, Portfolio Management, Journal Entries, Invoicing, Fixed Assets, Expenses

Education
Rutgers, The State University of New Jersey-Camden   1990 — 1992
Bachelor's degree, Accounting

Fairleigh Dickinson University-College at Florham   1982 — 1986
Bachelor's degree, Marketing with a concentration in Finance

Jeff Pfeffer Jeff Pfeffer Chicago, Illinois Details
Jeff Pfeffer's Philadelphia International Advisors Experience June 2007 - September 2011
Job Equity Trading at Geneva Advisors
Industry Investment Management
Experience
Northern Trust  February 2013 - December 2013
Driehaus Capital Management  September 2011 - August 2012
Philadelphia International Advisors   June 2007 - September 2011

Education
Drexel University   2002 — 2007
Bachelor of Business Administration (BBA)

Christine Sasse, CFA Christine Sasse, CFA Greater New York City Area Details
Christine Sasse, CFA's Philadelphia International Advisors Experience March 2005 - March 2014
Job Director, Consultant Relations at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   March 2014 - Present
Philadelphia International Advisors   March 2005 - March 2014
RogersCasey  2002 - 2005
RogersCasey  1998 - 2002

Skills
Alternative Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Competitive Analysis, Investments, Portfolio Management, Institutional..., Analytics, Asset Management, Management, CRM, Hedge Funds, Investment Strategies, Bloomberg

Education
University of Maryland College Park   1992 — 1996
B.S., Accounting, Stern Business School

Xiwen Xiao (Quincy) Xiwen Xiao (Quincy) New York, New York Details
Xiwen Xiao (Quincy)'s Philadelphia International Advisors Experience July 2013 - August 2013
Job
Industry Investment Management
Experience
Philadelphia International Advisors   July 2013 - August 2013
Shenzhen Development Bank  May 2011 - July 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2013
Bachelors Degree, B.S. Finance

Justin Wright Justin Wright Greater New York City Area Details
Justin Wright's Philadelphia International Advisors Experience June 2001 - August 2001
Job Trading Assistant
Industry Financial Services
Experience
BlueCrest Capital Management, LLP  September 2012 - Present
Morgan Stanley  February 2011 - August 2012
Morgan Stanley  August 2009 - January 2011
Morgan Stanley  August 2008 - July 2009
Morgan Stanley  April 2007 - July 2008
Morgan Stanley  December 2005 - March 2007
The FulServ Group, LLC   June 2004 - August 2004
Philadelphia International Advisors   June 2001 - August 2001

Skills
Credit, Bonds, Derivatives, Fixed Income, Bloomberg, Excel, Valuation, FX, Debt, Loans, Prime Brokerage, Structured Products, Reconciliation

Education
The American University of Paris   2001 — 2005
B.S, Applied International Finance 2005

New York University
ADVANCED CERTIFICATE IN FINANCIAL ANALYSIS

Pace University - Lubin School of Business

Elizabeth Mathew Stevko, CFA Elizabeth Mathew Stevko, CFA Philadelphia, Pennsylvania Details
Elizabeth Mathew Stevko, CFA's Philadelphia International Advisors Experience March 2008 - July 2009
Job Regional Relationship Manager, Asia exJapan at Brandywine Global
Industry Investment Management
Experience
Brandywine Global  October 2012 - Present
Driehaus Capital Management  April 2010 - July 2012
Wanger Investment Management   September 2009 - April 2010
Philadelphia International Advisors   March 2008 - July 2009
Philadelphia International Advisors   May 2006 - April 2008
Rodney White Center for Financial Research, The Wharton School   September 2003 - May 2006

Education
University of Pennsylvania   2002 — 2006
BA, major: Economics; minors: History, Legal Studies

Shawn Parris Shawn Parris New York, New York Details
Shawn Parris's Philadelphia International Advisors Experience June 2008 - December 2012
Job Institutional Manager at Schroders
Industry Capital Markets
Experience
Schroders  June 2013 - Present
Carret Asset Management  January 2013 - April 2013
Philadelphia International Advisors   June 2008 - December 2012
BISYS  September 2006 - May 2008

Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity

Education
Drexel University - College of Business and Administration   2010 — 2012
MBA, Finance, 3.6/4.0

Drexel University - College of Business and Administration   2003 — 2008
Bsc, Finance, 3.4/4.0

Tom Angers Tom Angers Wayne, Pennsylvania Details
Tom Angers's Philadelphia International Advisors Experience 2004 - Present
Job Investment Analyst at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors   2004 - Present
The Glenmede Trust Company, N.A.   1995 - 2003

Skills
Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Investment Management, FactSet

Education
University of Pennsylvania - The Wharton School   1974 — 1978
Bachelor's Degree, Economics

Joseph Langella, Jr. Joseph Langella, Jr. Greater Philadelphia Area Details
Joseph Langella, Jr.'s Philadelphia International Advisors Experience April 2004 - April 2015
Job Director, Managed Accounts
Industry Investment Management
Experience
Logan Capital Management, Inc.   April 2015 - Present
Philadelphia International Advisors   April 2004 - April 2015
Jurika & Voyles  November 1994 - March 2004
Boston Scientific  August 1990 - October 1994
Sigma Phi Epsilon  January 1986 - July 1990
Procter & Gamble  July 1984 - December 1985

Skills
Investments, Investment Management, Equities, Sales, Asset Management, Microsoft Office, Strategic Planning, Business Development, Mutual Funds

Education
University of Connecticut   1979 — 1983
BS, Environmental Horticulture

University of Connecticut, Storrs, CT   1979 — 1983
Bachelor of Science (B.S.)

Alexis Nigoghosian Alexis Nigoghosian Greater Seattle Area Details
Alexis Nigoghosian's Philadelphia International Advisors Experience June 2012 - August 2012
Job Marketing Analyst at Edge Asset Management, Inc.
Industry Financial Services
Experience
Edge Asset Management, Inc.   January 2015 - Present
University of Denver  September 2013 - June 2014
University of Denver  January 2014 - March 2014
Single Principal Family Office   June 2013 - July 2013
Philadelphia International Advisors   June 2012 - August 2012

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Research, Customer Service, Time Management, Teamwork, Public Speaking, PowerPoint, Social Media, Finance, Analysis, Facebook

Education
University of Denver   2010 — 2014
BSBA, Finance, Economics, Management

University of Denver - Daniels College of Business   2010 — 2014
BSBA, Finance, Economics, Management

City University London   2012 — 2012
Finance and Economics

Mountain Vista High School   2006 — 2010
High School

Brian Penhale Brian Penhale King Of Prussia, Pennsylvania Details
Brian Penhale's Philadelphia International Advisors Experience January 2002 - Present
Job Managed Account Trader/Operations Manager at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors   January 2002 - Present
Glenmede Trust Company  September 1999 - January 2002
Vanguard  June 1997 - September 1999
Vanguard  February 1996 - June 1997

Skills
Asset Allocation, Due Diligence, Equities, Mutual Funds, Asset Management

Education
Villanova University   1997 — 1999
Master of Business Administration (MBA), Finance, General

Albright College   1991 — 1995
Bachelor of Science (BS), Business

Pat Croce, ITIL Pat Croce, ITIL Greater Philadelphia Area Details
Pat Croce, ITIL's Philadelphia International Advisors Experience August 2001 - October 2006
Job Director, Service Event Management
Industry Information Technology and Services
Experience
DecisionOne  October 2013 - Present
DecisionOne  May 2008 - October 2013
Philadelphia International Advisors   August 2001 - October 2006
Drexel University  August 2000 - March 2003

Skills
Creative Problem Solving, Public Speaking, Leading Change, Training, Outsourcing, Mergers, Acquisitions, New Business..., Process Simulation, Team Building, Coaching, Program Management, Process Improvement, Strategic Planning, Team Leadership, Salesforce.com, Contract Negotiation, Strategy, IT Service Management, Leadership, Customer Satisfaction, Management, Business Process..., Cross-functional Team..., Business Analysis, Team Management, Change Management, Sourcing, Project Management, Business Process, Leadership Development, Vendor Management, Continuous Improvement, CRM, Mergers & Acquisitions, ITIL, Integration, Data Center, SaaS, Professional Services, Software Documentation, Operations Management, Service Delivery

Education
Cabrini College   2006 — 2007
Bachelors, Organizational Management

West Catholic Highschool   1992 — 1995

Thomas B. West Thomas B. West Los Angeles, California Details
Thomas B. West's Philadelphia International Advisors Experience May 2010 - January 2011
Job Senior Consultant at Comcast NBCUniversal
Industry Telecommunications
Experience
Comcast  July 2014 - Present
Comcast  July 2012 - July 2014
Comcast  May 2011 - August 2011
Philadelphia International Advisors   May 2010 - January 2011
Rivermark, LLC   May 2009 - August 2009

Skills
Financial Analysis, Microsoft Office, Financial Modeling, Forecasting, Market Research, Strategy, Product Development, Financial Forecasting, Budget Process, Economics, Auditing

Education
Emory University   2008 — 2012
BA, International Economics and Environmental Studies

Germantown Friends School   1996 — 2008
High School Diploma

Gabriela Sanchez Ricaurte Gabriela Sanchez Ricaurte Greater Philadelphia Area Details
Gabriela Sanchez Ricaurte's Philadelphia International Advisors Experience May 2009 - July 2009
Job at Latin American Economic Development Association
Industry Financial Services
Experience
Latin American Economic Development Association, Inc.   January 2011 - Present
PHILADELPHIA INTERNATIONAL ADVISORS   May 2009 - July 2009
TEMPLE UNIVERSITY OFFICE of INTERNATIONAL SERVICES   August 2006 - May 2009

Skills
Marketing, Community Outreach, Public Speaking, Entrepreneurship, Valuation, Investments, Spanish, Interpersonal..., Finance

Education
TEMPLE UNIVERSITY, Fox School of Business   2006 — 2010
Bachelor, Business Administration; Finance & International Business Administration

Temple University - Fox School of Business and Management   2006 — 2010
BAA, Finance and International Business

Shawn Curry, CFA, CIPM Shawn Curry, CFA, CIPM Greater Philadelphia Area Details
Shawn Curry, CFA, CIPM's Philadelphia International Advisors Experience 2007 - May 2015
Job Senior Associate at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane  May 2015 - Present
Philadelphia International Advisors   2007 - May 2015
Philadelphia International Advisors   2005 - 2007
Vanguard  2003 - 2005
Vanguard  2001 - 2003
Vanguard  2000 - 2001

Skills
FactSet, Excel, Bloomberg, CAPS, Microsoft Office, Performance Measurement, Performance Attribution, Zephyr, Microsoft Excel, Investment Management, Mutual Funds, Equities, Portfolio Management, Asset Management, Fixed Income, Financial Services, Investments, Finance, Asset Allocation, Valuation, Financial Analysis

Education
Penn State University   1995 — 1999
Bachelor of Science, Finance

Penn State University   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Rick Herman Rick Herman Wayne, Pennsylvania Details
Rick Herman's Philadelphia International Advisors Experience January 2002 - July 2014
Job Director Portfolio Management, Vice President Investment Planning, Stillwater Capital Advisors, LLC
Industry Financial Services
Experience
Naples Global Advisors, LLC   September 2014 - August 2015
Stillwater Capital Advisors   2015 - 2015
Philadelphia International Advisors   January 2002 - July 2014
The Glenmede Trust Company (predecessor to Philadelphia International Advisors)   November 1997 - January 2002
Denver Investment Advisors  November 1991 - November 1997

Skills
Investments, Asset Managment, International investment, Financial Analysis, Equity Research, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Equities, Emerging Markets, international equities, Financial Modeling, Securities, Investment Management, Due Diligence

Education
University of Denver
Master of Business Administration (MBA)

University of Colorado at Boulder
BA, Economics

Kent Weaver Kent Weaver Greater Philadelphia Area Details
Kent Weaver's Philadelphia International Advisors Experience January 2002 - June 2015
Job Director of Client Service at Glenmede Investment Management
Industry Investment Management
Experience
Glenmede Investment Management   July 2015 - Present
Philadelphia International Advisors   January 2002 - June 2015
Glenmede Trust Company  August 2000 - December 2001

Skills
Institutional..., Client Development, Sales Management, Marketing Management, Compliance, SEC filings, Mutual Funds, Client Relations Skills, Investment Advisory, IT Management, IT Operations, Asset Management, Equities, Asset Allocation, Investment Management, Hedge Funds, Portfolio Management, Investments, Securities, Foreign Investment

Education
Carnegie Mellon University - Tepper School of Business   1994 — 1996
MSIA, Finance

Carnegie Mellon University   1992 — 1994
MS, Civil/Environmental Engineering

Lehigh University   1985 — 1989
BA, Biology

Amy Shuttleworth Amy Shuttleworth Philadelphia, Pennsylvania Details
Amy Shuttleworth's Philadelphia International Advisors Experience May 2011 - March 2015
Job Performance Measurement Associate at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors   May 2011 - March 2015
Philadelphia International Advisors, LP   2002 - March 2015
Philadelphia International Advisors, LP   2008 - 2011
Philadelphia International Advisors, LP   2007 - 2008
Philadelphia International Advisors, LP   2002 - 2007
The Glenmede Trust Company, N.A.   2000 - 2001
PaineWebber, Inc.   1998 - 2000

Skills
Bloomberg, Equities, Performance Attribution, FactSet, CAPS, Microsoft Excel, Microsoft Word, Outlook, Mutual Funds, ITG Compliance & System..., Advent AXYS, Securities, Analysis

Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Finance

Scott Decatur Scott Decatur Philadelphia, Pennsylvania Details
Scott Decatur's Philadelphia International Advisors Experience July 2012 - June 2015
Job Principal, Senior Portfolio Manager at Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill  June 2015 - Present
Philadelphia International Advisors   July 2012 - June 2015
Philadelphia International Advisors   June 2004 - July 2012
Delaware Investments  February 2002 - June 2004
GMO  August 1997 - February 2002

Education
Harvard University
Doctor of Philosophy (Ph.D.)

Massachusetts Institute of Technology
Master's degree

Massachusetts Institute of Technology
Bachelor's degree

Stephanie Yeung Stephanie Yeung San Francisco Bay Area Details
Stephanie Yeung's Philadelphia International Advisors Experience June 2010 - August 2010
Job Research Analyst at Outpoint Capital
Industry Investment Management
Experience
Outpoint Capital   April 2013 - Present
2nd Nature, LLC   September 2012 - January 2013
Wellington Management  June 2011 - August 2011
Philadelphia International Advisors   June 2010 - August 2010
BNP Paribas  January 2010 - June 2010
BNP Paribas  January 2008 - January 2010
BNP Paribas  July 2005 - January 2008
Acharne Capital Management   June 2004 - August 2004

Skills
Equities, Finance, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Emerging Markets, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Derivatives, Equity Research, Private Equity, Investments, Financial Analysis, Structured Products, Financial Markets, Due Diligence, Business Strategy

Education
The University of Chicago - Booth School of Business   2010 — 2012
MBA, Finance, Accounting and Economics

Carnegie Mellon University - Tepper School of Business   2001 — 2005
BS, Business Administration with a concentration on Finance

Gina Zhang Gina Zhang Greater New York City Area Details
Gina Zhang's Philadelphia International Advisors Experience 2010 - Present
Job Partner at Philadelphia International Advisors
Industry Alternative Dispute Resolution
Experience
Philadelphia International Advisors   2010 - Present
Ironbound Capital Management   2007 - 2010
Merrill Lynch Investment Managers  2004 - 2006
Merrill Lynch Investment Managers  2002 - 2004

Skills
CFA Charter Holder, Native Speaker of...

Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General

University of California, Berkeley
Master of Arts (M.A.), Statistics

Peking University
Bachelor's degree, Statistics

Amy Lieb, CPA, SPHR Amy Lieb, CPA, SPHR Greater Philadelphia Area Details
Amy Lieb, CPA, SPHR's Philadelphia International Advisors Experience September 2005 - Present
Job Director Finance and Human Resources at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors   September 2005 - Present
1838 Investment Advisors  May 1992 - September 2004
SEI  November 1987 - May 1992

Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management

Education
Drexel University - College of Business and Administration   1980 — 1985
BS, Accounting

Nick Fedako, CFA Nick Fedako, CFA Greater Philadelphia Area Details
Nick Fedako, CFA's Philadelphia International Advisors Experience August 2000 - Present
Job Analyst at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors   August 2000 - Present
Vanguard  August 1999 - August 2000
The Vanguard Group  1999 - 2000
Glenmede  1999 - 2000

Skills
Portfolio Management, Quantitative Research, Quantitative Analytics, Portfolio Optimization, Matlab, Northfield, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Securities, Asset Management, Equities, Mutual Funds, Investments, Asset Allocation, Investment Management, Trading

Education
Penn State University   1993 — 1997
Finance & International Business

Samantha Lowry Samantha Lowry Greater Philadelphia Area Details
Samantha Lowry's Philadelphia International Advisors Experience April 2014 - June 2015
Job Client Liaison at Friess Associates, LLC
Industry Investment Management
Experience
Philadelphia International Advisors   April 2014 - June 2015
Aberdeen Asset Management  September 2006 - April 2014

Education
Saint Joseph's University
Master of Business Administration (M.B.A.)

Temple University
Bachelor’s Degree, English