Portfolio Management Consultants
Industry: Company
DescriptionFounded: 1986 Parent organization: PMC International Inc.
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Portfolio Management Consultants Employees
Employee
Years
Job
Industry
Anthony Gillis Anthony Gillis's Portfolio Management Consultants Experience June 1998 - July 2000
Job Consultant and Author
Industry Management Consulting
Experience
AG Consulting September 2003 - Present
Oncology Trials Insights December 2012 - February 2014
Liesl Lighting, Inc. September 2006 - June 2008
Morgan Funding / Solution Capital August 2002 - September 2003
Fritz Companies October 2001 - April 2002
Portfolio Management Consultants June 1998 - July 2000
Vistar September 1995 - June 1998
Skills
Small Business..., Cost Reduction, Business Turnaround, Financial Reporting, Financial Modeling, Accounting, Pricing, Start-ups, Mergers & Acquisitions, Strategy, Variance Analysis, Business Planning, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
MBA
Metropolitan State University of Denver 1991 — 1995
BA, History, Business
AG Consulting September 2003 - Present
Oncology Trials Insights December 2012 - February 2014
Liesl Lighting, Inc. September 2006 - June 2008
Morgan Funding / Solution Capital August 2002 - September 2003
Fritz Companies October 2001 - April 2002
Portfolio Management Consultants June 1998 - July 2000
Vistar September 1995 - June 1998
Skills
Small Business..., Cost Reduction, Business Turnaround, Financial Reporting, Financial Modeling, Accounting, Pricing, Start-ups, Mergers & Acquisitions, Strategy, Variance Analysis, Business Planning, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
MBA
Metropolitan State University of Denver 1991 — 1995
BA, History, Business
Scott MacKillop's Portfolio Management Consultants Experience 1997 - 2000
Job Looking for my Next Great Adventure
Industry Financial Services
Experience
Adventurer and Explorer of Possibilities February 2015 - Present
Frontier Asset Management January 2007 - January 2015
US Fiduciary Services 2004 - 2006
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1997 - 2000
ADAM Investment Services 1992 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Private Equity, Alternative Investments, Executive Management, Securities, Investment Strategies, Series 7, Wealth Management, FINRA, Investment Advisory, Mutual Funds, ETFs, Retirement, Investments, Retirement Planning, New Business Development, Financial Advisory, Financial Services, Series 24, Hedge Funds, Strategy, Series 63, Marketing Strategy, Wealth Management..., Fixed Income, Equities, 401k, Series 65, Separately Managed..., Strategic Financial..., Wealth, IRAs, Defined Benefit, Financial Planners, Financial Planning
Education
Stanford University 1970 — 1972
The George Washington University Law School
Adventurer and Explorer of Possibilities February 2015 - Present
Frontier Asset Management January 2007 - January 2015
US Fiduciary Services 2004 - 2006
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1997 - 2000
ADAM Investment Services 1992 - 1997
Skills
Asset Managment, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Private Equity, Alternative Investments, Executive Management, Securities, Investment Strategies, Series 7, Wealth Management, FINRA, Investment Advisory, Mutual Funds, ETFs, Retirement, Investments, Retirement Planning, New Business Development, Financial Advisory, Financial Services, Series 24, Hedge Funds, Strategy, Series 63, Marketing Strategy, Wealth Management..., Fixed Income, Equities, 401k, Series 65, Separately Managed..., Strategic Financial..., Wealth, IRAs, Defined Benefit, Financial Planners, Financial Planning
Education
Stanford University 1970 — 1972
The George Washington University Law School
Walter Gengarelly, PMP, PMI-ACP, CSP's Portfolio Management Consultants Experience March 1999 - November 2000
Job Senior Vice President Technology at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet April 2012 - Present
Effectible Technology, LLC April 2012 - Present
Prima Capital April 2006 - April 2012
Prima Capital January 2004 - April 2006
Trivium Consulting, LLC December 2000 - December 2003
Portfolio Management Consultants March 1999 - November 2000
Portfolio Management Consultants August 1997 - March 1999
Skills
Application Architecture, Design Patterns, Agile Methodologies, Microsoft SQL Server, SQL, C#, VB.NET, Web Applications, HTML, JavaScript, jQuery, CSS, ASP.NET MVC, ASP.NET, WCF, XML, CodeSmith, TFS, Scrum, XP, TDD, ATDD, Software Development, Enterprise Software, .NET, Architectures, Databases, Web Services, Vendor Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1997
BS Business Administration, Information Systems and Accounting
The Hotchkiss School 1987 — 1991
Envestnet April 2012 - Present
Effectible Technology, LLC April 2012 - Present
Prima Capital April 2006 - April 2012
Prima Capital January 2004 - April 2006
Trivium Consulting, LLC December 2000 - December 2003
Portfolio Management Consultants March 1999 - November 2000
Portfolio Management Consultants August 1997 - March 1999
Skills
Application Architecture, Design Patterns, Agile Methodologies, Microsoft SQL Server, SQL, C#, VB.NET, Web Applications, HTML, JavaScript, jQuery, CSS, ASP.NET MVC, ASP.NET, WCF, XML, CodeSmith, TFS, Scrum, XP, TDD, ATDD, Software Development, Enterprise Software, .NET, Architectures, Databases, Web Services, Vendor Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1997
BS Business Administration, Information Systems and Accounting
The Hotchkiss School 1987 — 1991
Guy Torres Guy Torres's Portfolio Management Consultants Experience 1995 - 2000
Job Managing Director at Pacific Income Advisers
Industry Financial Services
Experience
Pacific Income Advisers 2003 - Present
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1995 - 2000
Asset Management Group 1992 - 1994
Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets
Education
University of Colorado Boulder 1995 — 1997
MBA, Business - Finance
Colorado State University 1987 — 1991
Pacific Income Advisers 2003 - Present
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1995 - 2000
Asset Management Group 1992 - 1994
Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets
Education
University of Colorado Boulder 1995 — 1997
MBA, Business - Finance
Colorado State University 1987 — 1991
Vickie Edwards Vickie Edwards's Portfolio Management Consultants Experience May 1992 - June 1995
Job VP, Director, Eastern Division Sales and Consulting at AssetMark, Inc.
Industry Financial Services
Experience
Assetmark, Inc. January 2001 - Present
AssetMark Investment Services January 2001 - October 2007
FundQuest June 2000 - January 2001
Investment Advisory Network May 1995 - June 2000
Portfolio Management Consultants May 1992 - June 1995
Skills
Investment Consulting, Customer Relations, Practice Management, Sales Management, Public Speaking, Series 7, New Business Development, Series 65, Series 24, Wealth Management, Financial Advisory, Separately Managed..., Asset Allocation, Investment Strategies, Financial Services, Investment Management, Investments
Education
The Ohio State University 1986 — 1989
BA, English, Communications
Assetmark, Inc. January 2001 - Present
AssetMark Investment Services January 2001 - October 2007
FundQuest June 2000 - January 2001
Investment Advisory Network May 1995 - June 2000
Portfolio Management Consultants May 1992 - June 1995
Skills
Investment Consulting, Customer Relations, Practice Management, Sales Management, Public Speaking, Series 7, New Business Development, Series 65, Series 24, Wealth Management, Financial Advisory, Separately Managed..., Asset Allocation, Investment Strategies, Financial Services, Investment Management, Investments
Education
The Ohio State University 1986 — 1989
BA, English, Communications
Christian Heinkel Christian Heinkel's Portfolio Management Consultants Experience 1999 - 2001
Job Insurance Agent at Cox Consulting Services, Inc.
Industry Banking
Experience
Cox Consulting Services, Inc. November 2014 - Present
Citizens National Bank of Meridian November 2010 - November 2014
Regions Bank February 2004 - March 2011
UBS Financial Services 2002 - 2003
Portfolio Management Consultants 1999 - 2001
Cornerstone Securities 1996 - 1999
Education
Mississippi State University 2004 — 2006
MBA, Business Administration
University of Colorado Denver 1996 — 1998
MS, Finance
Embry-Riddle Aeronautical University 1989 — 1993
BS, Business Administration
Cox Consulting Services, Inc. November 2014 - Present
Citizens National Bank of Meridian November 2010 - November 2014
Regions Bank February 2004 - March 2011
UBS Financial Services 2002 - 2003
Portfolio Management Consultants 1999 - 2001
Cornerstone Securities 1996 - 1999
Education
Mississippi State University 2004 — 2006
MBA, Business Administration
University of Colorado Denver 1996 — 1998
MS, Finance
Embry-Riddle Aeronautical University 1989 — 1993
BS, Business Administration
Gib Watson Gib Watson's Portfolio Management Consultants Experience January 1994 - February 1997
Job Vice Chairman at Envestnet
Industry Investment Management
Experience
Envestnet, Inc April 2012 - Present
Prima Capital Holding, Inc. November 1999 - April 2012
KPMG US February 1997 - June 1999
Portfolio Management Consultants January 1994 - February 1997
Asset Management Group February 1985 - January 1994
ConocoPhillips May 1981 - February 1985
Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Wake Forest University 1977 — 1980
Master of Arts (MA), Immunology and parasitology
Lafayette College 1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General
Envestnet, Inc April 2012 - Present
Prima Capital Holding, Inc. November 1999 - April 2012
KPMG US February 1997 - June 1999
Portfolio Management Consultants January 1994 - February 1997
Asset Management Group February 1985 - January 1994
ConocoPhillips May 1981 - February 1985
Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Wake Forest University 1977 — 1980
Master of Arts (MA), Immunology and parasitology
Lafayette College 1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General
Jason Voss, CFA's Portfolio Management Consultants Experience 1997 - 1998
Job Content Director at CFA Institute
Industry Investment Management
Experience
CFA Institute September 2011 - Present
Asoapovo Productions, Inc. February 2008 - Present
Davis Selected Advisers, L.P. September 2000 - August 2005
Davis Selected Advisers, L.P. May 1998 - September 2000
Portfolio Management Consultants 1997 - 1998
Skills
Investments, Corporate Finance, Hedge Funds, Fixed Income, Equity Analysis, Published Author, Writing, Public Speaking, Blogging, Behavioral Finance, Financial Research, Financial Modeling, Mutual Funds, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Equity Valuation, Financial Services, Analysis, Investment Management, Finance, Options, Financial Markets, Asset Allocation, Asset Management, Investment Strategies, Insight Generation, Meditation, Mindfulness Meditation
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance & Accounting
University of Colorado Boulder 1989 — 1993
BA, Economics
CFA Institute September 2011 - Present
Asoapovo Productions, Inc. February 2008 - Present
Davis Selected Advisers, L.P. September 2000 - August 2005
Davis Selected Advisers, L.P. May 1998 - September 2000
Portfolio Management Consultants 1997 - 1998
Skills
Investments, Corporate Finance, Hedge Funds, Fixed Income, Equity Analysis, Published Author, Writing, Public Speaking, Blogging, Behavioral Finance, Financial Research, Financial Modeling, Mutual Funds, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Equity Valuation, Financial Services, Analysis, Investment Management, Finance, Options, Financial Markets, Asset Allocation, Asset Management, Investment Strategies, Insight Generation, Meditation, Mindfulness Meditation
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance & Accounting
University of Colorado Boulder 1989 — 1993
BA, Economics
Geoff Selzer, CFA Geoff Selzer, CFA's Portfolio Management Consultants Experience March 1997 - December 2000
Job Taking time for new experiences and to gain perspective
Industry Financial Services
Experience
Envestnet PMC April 2012 - April 2015
Prima Capital January 2001 - April 2012
Portfolio Management Consultants March 1997 - December 2000
Skills
Separately Managed..., Unified Managed Accounts, Wealth Management, Relationship Management, Acquisition Integration, Business Development, Strategic Planning, Mutual Funds, Investments, Investment Advisory, Asset Allocation
Education
CFA Institute
CFA Charterholder
James Madison University 1991 — 1995
BBA, Finance
Envestnet PMC April 2012 - April 2015
Prima Capital January 2001 - April 2012
Portfolio Management Consultants March 1997 - December 2000
Skills
Separately Managed..., Unified Managed Accounts, Wealth Management, Relationship Management, Acquisition Integration, Business Development, Strategic Planning, Mutual Funds, Investments, Investment Advisory, Asset Allocation
Education
CFA Institute
CFA Charterholder
James Madison University 1991 — 1995
BBA, Finance
Kristine Umble's Portfolio Management Consultants Experience March 1998 - December 1999
Job Client Account Professional
Industry Computer Software
Experience
ClientTrack January 2012 - Present
Infor February 2009 - January 2011
Bloomberg March 2000 - July 2005
Portfolio Management Consultants March 1998 - December 1999
American Fronteer Financial Corp (RAF Financial) April 1995 - April 1998
Merrill Lynch April 1991 - April 1995
Skills
Account Management, Sales, Negotiation, Financial Services, Investments, Sales Operations, Training, Selling, B2B, Cold Calling, Product Management, Salesforce.com, Customer Service, SaaS, Call Centers, Strategic Planning
Education
Colorado State University 1986 — 1990
BS
ClientTrack January 2012 - Present
Infor February 2009 - January 2011
Bloomberg March 2000 - July 2005
Portfolio Management Consultants March 1998 - December 1999
American Fronteer Financial Corp (RAF Financial) April 1995 - April 1998
Merrill Lynch April 1991 - April 1995
Skills
Account Management, Sales, Negotiation, Financial Services, Investments, Sales Operations, Training, Selling, B2B, Cold Calling, Product Management, Salesforce.com, Customer Service, SaaS, Call Centers, Strategic Planning
Education
Colorado State University 1986 — 1990
BS
Robin Yacovetta's Portfolio Management Consultants Experience February 1996 - March 1998
Job Associate The Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Robert Wamsley's Portfolio Management Consultants Experience 2000 - 2001
Job Owner at See Vita
Industry Information Services
Experience
See Vita January 2014 - Present
HID Global January 2013 - December 2013
Golden Tiger LLC May 2003 - December 2012
PredictWallStreet December 2008 - March 2011
HID Global February 2005 - December 2008
Wall Street On Demand 2002 - 2003
Portfolio Management Consultants 2000 - 2001
Morningstar 1997 - 1999
Cooperative Institute for Research in Environmental Sciences 1993 - 1996
Skills
Finance, Portfolio Management, Securities, Management, Mutual Funds, Financial Modeling, Equities, Trading, Business Strategy, Risk Management, Analysis, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 1997 — 1999
MBA, Finance
University of Wisconsin-Madison 1987 — 1993
Ph.D., Physics
University of Northern Colorado 1982 — 1986
BA, Physics
See Vita January 2014 - Present
HID Global January 2013 - December 2013
Golden Tiger LLC May 2003 - December 2012
PredictWallStreet December 2008 - March 2011
HID Global February 2005 - December 2008
Wall Street On Demand 2002 - 2003
Portfolio Management Consultants 2000 - 2001
Morningstar 1997 - 1999
Cooperative Institute for Research in Environmental Sciences 1993 - 1996
Skills
Finance, Portfolio Management, Securities, Management, Mutual Funds, Financial Modeling, Equities, Trading, Business Strategy, Risk Management, Analysis, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 1997 — 1999
MBA, Finance
University of Wisconsin-Madison 1987 — 1993
Ph.D., Physics
University of Northern Colorado 1982 — 1986
BA, Physics
Jennifer McManus's Portfolio Management Consultants Experience March 1995 - May 1997
Job IT Consultant
Industry Financial Services
Experience
Janus Capital Group March 2009 - June 2009
Janus Capital Group January 2000 - February 2007
DMW Worldwide October 1998 - January 2000
KPMG Advisory May 1997 - September 1998
Portfolio Management Consultants March 1995 - May 1997
Standard & Poor's October 1994 - March 1995
Colonial Management Associates Inc. November 1993 - September 1994
John Hancock Life Insurance Company (U.S.A.) June 1993 - September 1993
Skills
Strategic Planning, Requirements Gathering, Vendor Management, Customer Relations, Process Improvement, Business Intelligence, SharePoint, Visio, Business Analysis, Requirements Analysis, Systems Analysis, Business Requirements, Functional..., Data Migration, MS Project, IT Management, Project Delivery, Process Engineering, Integration, Business Process, Asset Management, Documentation, IT Service Management, Fixed Income, Project Implementation
Education
University of Denver - Daniels College of Business 2000 — 2004
MBA, MBA
Babson College 1990 — 1994
BS, Finance & Investments
Janus Capital Group March 2009 - June 2009
Janus Capital Group January 2000 - February 2007
DMW Worldwide October 1998 - January 2000
KPMG Advisory May 1997 - September 1998
Portfolio Management Consultants March 1995 - May 1997
Standard & Poor's October 1994 - March 1995
Colonial Management Associates Inc. November 1993 - September 1994
John Hancock Life Insurance Company (U.S.A.) June 1993 - September 1993
Skills
Strategic Planning, Requirements Gathering, Vendor Management, Customer Relations, Process Improvement, Business Intelligence, SharePoint, Visio, Business Analysis, Requirements Analysis, Systems Analysis, Business Requirements, Functional..., Data Migration, MS Project, IT Management, Project Delivery, Process Engineering, Integration, Business Process, Asset Management, Documentation, IT Service Management, Fixed Income, Project Implementation
Education
University of Denver - Daniels College of Business 2000 — 2004
MBA, MBA
Babson College 1990 — 1994
BS, Finance & Investments
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY