Phoenix Investment Adviser, LLC

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Phoenix Investment Adviser, LLC Employees

Employee
Years
Job
Industry
Jeffrey Schultz Jeffrey Schultz Greater New York City Area Details
Jeffrey Schultz's Phoenix Investment Adviser, LLC Experience May 2013 - Present
Job Chief Legal Officer, Chief Compliance Officer at Phoenix Investment Adviser, LLC
Industry Investment Management
Experience
Phoenix Investment Adviser, LLC   May 2013 - Present
BNP Paribas Investment Partners  September 2010 - May 2013
K2 Advisors, L.L.C.   2009 - 2010
Bingham McCutchen LLP  2008 - 2009
Katten Muchin Rosenman LLP  2005 - 2007
Heartland Securities Corp.   2001 - 2003

Skills
Hedge Funds, Investment Advisers Act, Fund Formation, Securities Law, Contract Negotiation, Legal Advice, Corporate Law, Document Drafting, Asset Management, Fund Structuring, Securities Regulation, Securities Offerings, Alternative Investments, Private Equity, Legal Compliance, 1940 Act, Derivatives, Mutual Funds, Investment Management, Financial Services, Equities, Fund Of Funds, Securities, Corporate Governance

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2003 — 2006
Juris Doctor

University of Michigan   1997 — 2001
Bachelor of Arts

The Hebrew University of Jerusalem   2000 — 2000

Michael Donoghue Michael Donoghue New York, New York Details
Michael Donoghue's Phoenix Investment Adviser, LLC Experience May 2012 - August 2012
Job Artist Services Coordinator at Songkick.com
Industry Music
Experience
Songkick.com  June 2015 - Present
CrowdSurge  April 2015 - June 2015
CrowdSurge  July 2013 - March 2015
Holy Cross Men's Basketball   September 2012 - April 2013
Phoenix Investment Adviser, LLC   May 2012 - August 2012
NYC Department of Parks & Recreation  May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Salesforce.com, Facebook, Coaching, Analysis

Education
College of the Holy Cross   2009 — 2013
Bachelor of Arts (BA), Political Science and Government

James Sagan James Sagan Incline Village, Nevada Details
James Sagan's Phoenix Investment Adviser, LLC Experience July 2013 - September 2014
Job Principal at Fourth Green LLC
Industry Investment Management
Experience
Fourth Green LLC   January 2015 - Present
Build inc.  July 2014 - September 2014
Phoenix Investment Adviser, LLC   July 2013 - September 2014
Prim Ventures   January 2011 - 2013
Magical Elves, Inc.   July 2012 - September 2012
Electric planet productions   2011 - 2012

Skills
Return on Investment, Alternative Investments, Financial Analysis, Critical Thinking, Bloomberg, Asset Allocation, Capital Markets, Analysis

Education
Tufts University   2010 — 2014
Philosophy Major, Entrepreneurial leadership minor

incline high school

stanford

stanford

Donald Curran Donald Curran Greater New York City Area Details
Donald Curran's Phoenix Investment Adviser, LLC Experience October 2010 - April 2012
Job Senior Vice President at Eaton Partners, LLC
Industry Investment Management
Experience
Eaton Partners, LLC  March 2014 - February 2015
TIG Advisors, LLC  April 2012 - November 2013
Phoenix Investment Adviser LLC  October 2010 - April 2012
Oppenheimer Capital - Nicholas-Applegate - NFJ - Allianz Global Capital, New York   May 2002 - November 2009
INVESCO, New York,   September 1999 - December 2001
Rothschild Asset Management  April 1999 - August 1999
Cypress Asset Managment   February 1996 - March 1999
Smith Barney Capital Management   April 1989 - December 1995
SEI Corporation - New York   November 1987 - April 1989
E.F. Hutton & Co. Inc. New York   April 1985 - October 1987

Skills
Fixed Income, Investment Management, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Securities, Investment Banking, Bonds, Valuation, Wealth Management, Series 63, Series 7, Series 3

Education
Ohio Wesleyan University
Bachelor's Degree, Business/Managerial Economics

Rachel Craft Rachel Craft New York, New York Details
Rachel Craft's Phoenix Investment Adviser, LLC Experience June 2012 - Present
Job Vice President at Phoenix Investment Adviser, LLC
Industry Investment Management
Experience
Phoenix Investment Adviser, LLC   June 2012 - Present
Credit Suisse  July 2010 - November 2011
Credit Suisse  July 2007 - May 2010
Credit Suisse  July 2004 - July 2007

Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Investor Relations, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Asset Management, Derivatives, Portfolio Management, Investments, Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2004
Bachelors of Business Administration, Finance

John Mills John Mills Greater New York City Area Details
John Mills's Phoenix Investment Adviser, LLC Experience April 2014 - Present
Job Senior Vice President at Phoenix Investment Adviser, LLC
Industry Investment Management
Experience
Phoenix Investment Adviser, LLC   April 2014 - Present
Broadfin Capital, LLC   2009 - March 2014
Abingdon Capital Management   2007 - 2009
GSC Group  2004 - 2007
Mezzcappa Management   2002 - 2004
Sanford C. Bernstein & Co.   1998 - 2000
BMO Nesbitt Burns  1996 - 1998
Deutsche Bank  1993 - 1995
Paine Webber  1983 - 1994

Skills
Hedge Funds, Equities, Investments, Alternative Investments, Capital Markets, Equity Research, Securities, Asset Management, Fixed Income, Investment Banking, Investor Relations, Mutual Funds, Banking, Fundraising, Private Equity, Portfolio Management, Long/Short Equity, Credit, Trading

Education
Indiana University Bloomington   1980 — 1982
MBA, Finance

Cornell University   1971 — 1975
Bachelor’s Degree, Economics

Deerfield Academy   1967 — 1971

Susan Bowen Susan Bowen Greater New York City Area Details
Susan Bowen's Phoenix Investment Adviser, LLC Experience April 2010 - Present
Job Client Services at Phoenix Investment Adviser
Industry Financial Services
Experience
Phoenix Investment Adviser LLC  April 2010 - Present
Schultze Asset Management  September 2008 - April 2010
Ginsburg Development Companies  2005 - 2007

Education
Manhattanville College   1999 — 2003
BS, Education/Sociology

Aleksandr Kotsubey Aleksandr Kotsubey Greater New York City Area Details
Aleksandr Kotsubey's Phoenix Investment Adviser, LLC Experience July 2010 - September 2012
Job Analyst at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management  July 2014 - Present
Eos Partners  October 2012 - June 2014
Phoenix Investment Adviser, LLC   July 2010 - September 2012
Odeon Capital Group LLC  July 2009 - July 2010
RBS  2005 - 2009

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
MBA

University of Michigan - Stephen M. Ross School of Business   2002 — 2005
BBA

Pete Trinque Pete Trinque Tucson, Arizona Area Details
Pete Trinque's Phoenix Investment Adviser, LLC Experience 1986 - 1999
Job owner at RestorToNu
Industry Furniture
Experience
Restor-To-Nu   January 2002 - Present
ERC Breakfast Club   2012 - 2015
ERC Breakfast Club   2012 - 2015
ERC Breakfast Club   2012 - 2015
Riggs Investments   1999 - 2001
Dryfus   1997 - 1999
Phoenix Investment Adviser, LLC   1986 - 1999

Skills
Upholstery, Furnishings, Furniture, Flooring, Refinishing, Interior Design, Space planning, Window Treatments, Custom Furniture, Floor Plans, Rendering, Interior Architecture, SketchUp, Lighting Design, Renovation, Cabinetry, Sustainable Design, Residential Design, FF&E, Submittals, Finish, Design Research, Space Planning

Education
Pima Community College   1979 — 1982
Accounting and Business/Management courses

Pima Community College

Patricia Horton Patricia Horton Stamford, Connecticut Details
Patricia Horton's Phoenix Investment Adviser, LLC Experience October 2013 - Present
Job Operations Associate at Phoenix Investment Adviser, LLC
Industry Financial Services
Experience
Phoenix Investment Adviser, LLC   October 2013 - Present
Michael Page International  March 2012 - October 2013
Bridgehampton National Bank  October 2010 - October 2011
N/A  September 2009 - August 2010

Education
Curry College   2005 — 2009
Bachelors, Integrated Liberal Studies

Alex Duncan, CFA Alex Duncan, CFA Greater New York City Area Details
Alex Duncan, CFA's Phoenix Investment Adviser, LLC Experience December 2012 - Present
Job Senior Research Analyst at Phoenix Investment Adviser, LLC
Industry Financial Services
Experience
Phoenix Investment Adviser, LLC   December 2012 - Present
Par Four Investment Management   September 2003 - December 2012
Citigroup Alternative Investments  October 2001 - September 2003
MetLife Investments  July 1999 - September 2001

Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Analysis, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments

Education
Drew University   1995 — 1999
Bachelor of Arts (B.A.), Economics

William H. Hall high school

Aloke Agarwal Aloke Agarwal United States Details
Aloke Agarwal's Phoenix Investment Adviser, LLC Experience July 2015 - Present
Job Senior Research Analyst at Phoenix Investment Adviser, LLC
Industry
Experience
Phoenix Investment Adviser, LLC   July 2015 - Present
Nomura  April 2014 - July 2015
Verition   January 2012 - March 2014
Citadel LLC  October 2006 - August 2011

Skills
Credit, Derivatives, Fixed Income, Equities

Education
University of Pennsylvania - The Wharton School   1998 — 2001

Syosset