Phoenix Investment Adviser, LLC
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Phoenix Investment Adviser, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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