Prima Capital
Industry: Company
DescriptionParent organization: MMC CAPITAL INC
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Prima Capital Employees
Employee
Years
Job
Industry
Spencer Schomer, CAIA Spencer Schomer, CAIA's Prima Capital Experience July 2008 - March 2011
Job Regional Director of Advisory Services at Versus Capital Group
Industry Financial Services
Experience
Versus Capital Group March 2013 - Present
Cambiar Investors March 2011 - March 2013
Prima Capital July 2008 - March 2011
Northern Trust / Smith Barney August 2005 - May 2008
Skills
Wealth Management, Alternative Investments, Asset Management, Due Diligence, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Mutual Funds
Education
Claremont McKenna College 2001 — 2005
BA, Economics - Accounting
CAIA Association
CAIA, Alternative Investments
Versus Capital Group March 2013 - Present
Cambiar Investors March 2011 - March 2013
Prima Capital July 2008 - March 2011
Northern Trust / Smith Barney August 2005 - May 2008
Skills
Wealth Management, Alternative Investments, Asset Management, Due Diligence, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Mutual Funds
Education
Claremont McKenna College 2001 — 2005
BA, Economics - Accounting
CAIA Association
CAIA, Alternative Investments
Pat Flynn Pat Flynn's Prima Capital Experience June 2008 - April 2012
Job VP, Marketing at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Prima Capital June 2008 - April 2012
Prima Capital January 2003 - June 2008
Advest, Inc June 2000 - January 2003
Advest, Inc. June 1999 - June 2000
Skills
Investment Analysis, Adobe Creative Suite, Website Management, Media Relations, Content Creation, Due Diligence, Email Marketing, Marketing Strategy, Product Development, Product Management, Mutual Funds, Socially Responsible..., B2B Marketing, Wealth Management, Investments, Managed Accounts, Fund Of Funds, Fund Analysis, Webmaster Services, Social Media Marketing, Internal Communications, Securities, Asset Management, Content Strategy, Strategic Planning, Equities, Advertising, Portfolio Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Investment Strategies, Separately Managed..., Asset Allocation, Alternative Investments, Lead Generation
Education
University of Dayton 1995 — 1999
Business Administration, Finance, MIS
Envestnet, Inc April 2012 - Present
Prima Capital June 2008 - April 2012
Prima Capital January 2003 - June 2008
Advest, Inc June 2000 - January 2003
Advest, Inc. June 1999 - June 2000
Skills
Investment Analysis, Adobe Creative Suite, Website Management, Media Relations, Content Creation, Due Diligence, Email Marketing, Marketing Strategy, Product Development, Product Management, Mutual Funds, Socially Responsible..., B2B Marketing, Wealth Management, Investments, Managed Accounts, Fund Of Funds, Fund Analysis, Webmaster Services, Social Media Marketing, Internal Communications, Securities, Asset Management, Content Strategy, Strategic Planning, Equities, Advertising, Portfolio Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Investment Strategies, Separately Managed..., Asset Allocation, Alternative Investments, Lead Generation
Education
University of Dayton 1995 — 1999
Business Administration, Finance, MIS
David Auda David Auda's Prima Capital Experience March 2008 - July 2009
Job SoftwareTest Engineer, High School Technology Teacher
Industry Education Management
Experience
n/a - currently unemployed Technology TeacherEnglewood High SchoolAugust 2013 - May 2014
Swisslog August 2012 - November 2012
Aurora Public Schools August 2011 - May 2012
Castle Rock Construction April 2010 - September 2010
Prima Capital March 2008 - July 2009
OneWare July 2007 - November 2007
Sanmina SCI June 2004 - July 2007
Skills
Teaching, Mathematics, Curriculum Design, Public Speaking, Tutoring, Curriculum Development, Educational Leadership, Educational Technology, Classroom, Staff Development
Education
University of Phoenix, CO 2010 — 2011
Master's Degree, Education, 3.7
University of Colorado at Denver 1992 — 1996
Bachelor of Science (BS), Electrical Engineering, 3.0
n/a - currently unemployed Technology TeacherEnglewood High SchoolAugust 2013 - May 2014
Swisslog August 2012 - November 2012
Aurora Public Schools August 2011 - May 2012
Castle Rock Construction April 2010 - September 2010
Prima Capital March 2008 - July 2009
OneWare July 2007 - November 2007
Sanmina SCI June 2004 - July 2007
Skills
Teaching, Mathematics, Curriculum Design, Public Speaking, Tutoring, Curriculum Development, Educational Leadership, Educational Technology, Classroom, Staff Development
Education
University of Phoenix, CO 2010 — 2011
Master's Degree, Education, 3.7
University of Colorado at Denver 1992 — 1996
Bachelor of Science (BS), Electrical Engineering, 3.0
Nicole Argyropoulos Nicole Argyropoulos's Prima Capital Experience August 2008 - January 2009
Job Global Product Compliance Specialist at Columbia Sportswear
Industry Environmental Services
Experience
Columbia Sportswear September 2014 - Present
Duke University August 2011 - May 2014
lululemon athletica May 2013 - August 2013
Patagonia May 2012 - August 2012
Duke University Nicholas School of the Environment September 2011 - May 2012
Outhink Media August 2010 - August 2011
Blue Ocean Sciences February 2008 - August 2011
Project Kaisei January 2009 - January 2010
Prima Capital August 2008 - January 2009
Rocky Mountain Institute January 2008 - August 2008
Skills
Social Entrepreneurship, Climate Change, Blogging, Writing, Public Speaking, Non-profits, Sustainability, Sustainable Business, Social Media, Leadership, Environmental Awareness, Start-ups, Data Analysis, Corporate Social..., Analysis, Strategy, Nonprofits
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Operations
Duke University 2011 — 2014
Master in Enivronmental Management, Environmental Economics and Policy
University of Colorado at Boulder 2003 — 2007
B.A, Geography; International Development & Sustainability
Santa Barbara High School 1999 — 2003
High School Diploma, General Education
Columbia Sportswear September 2014 - Present
Duke University August 2011 - May 2014
lululemon athletica May 2013 - August 2013
Patagonia May 2012 - August 2012
Duke University Nicholas School of the Environment September 2011 - May 2012
Outhink Media August 2010 - August 2011
Blue Ocean Sciences February 2008 - August 2011
Project Kaisei January 2009 - January 2010
Prima Capital August 2008 - January 2009
Rocky Mountain Institute January 2008 - August 2008
Skills
Social Entrepreneurship, Climate Change, Blogging, Writing, Public Speaking, Non-profits, Sustainability, Sustainable Business, Social Media, Leadership, Environmental Awareness, Start-ups, Data Analysis, Corporate Social..., Analysis, Strategy, Nonprofits
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Operations
Duke University 2011 — 2014
Master in Enivronmental Management, Environmental Economics and Policy
University of Colorado at Boulder 2003 — 2007
B.A, Geography; International Development & Sustainability
Santa Barbara High School 1999 — 2003
High School Diploma, General Education
Ryan Brendle Ryan Brendle's Prima Capital Experience January 2008 - May 2008
Job Senior Data Scientist R&D at Oracle
Industry Marketing and Advertising
Experience
Oracle April 2015 - Present
Datalogix October 2013 - April 2015
Colorado Legislative Council December 2010 - October 2013
Prima Capital January 2008 - May 2008
Newmans Valve May 2006 - August 2006
The Murray Hill Company May 2005 - August 2005
Skills
Econometrics, Time Series Analysis, Machine Learning, Statistics, Python, Economics, Economic Policy, Data Analysis, R, Predictive Analytics, Data Science, NumPy, SciPy, Forecasting, Data Mining, Eviews, SQL, Hadoop, MapReduce, Hive, Pig, MongoDB, JavaScript, Shell Scripting, Linux, Unix, Java, Amazon Web Services..., Research, Economic Research, Analytics
Education
University of Colorado at Denver 2008 — 2010
M.A. Economics (Econometrics) M.S. Finance Minor Mathematics
University of Colorado at Boulder 2004 — 2008
B.A., Economics Minor Business
Cherry Creek High School 2000 — 2004
Diploma
Oracle April 2015 - Present
Datalogix October 2013 - April 2015
Colorado Legislative Council December 2010 - October 2013
Prima Capital January 2008 - May 2008
Newmans Valve May 2006 - August 2006
The Murray Hill Company May 2005 - August 2005
Skills
Econometrics, Time Series Analysis, Machine Learning, Statistics, Python, Economics, Economic Policy, Data Analysis, R, Predictive Analytics, Data Science, NumPy, SciPy, Forecasting, Data Mining, Eviews, SQL, Hadoop, MapReduce, Hive, Pig, MongoDB, JavaScript, Shell Scripting, Linux, Unix, Java, Amazon Web Services..., Research, Economic Research, Analytics
Education
University of Colorado at Denver 2008 — 2010
M.A. Economics (Econometrics) M.S. Finance Minor Mathematics
University of Colorado at Boulder 2004 — 2008
B.A., Economics Minor Business
Cherry Creek High School 2000 — 2004
Diploma
Lana Liley's Prima Capital Experience July 2008 - February 2010
Job Executive assistance, administration & Operations
Industry Financial Services
Experience
Black Knight Financial Services February 2010 - Present
Prima Capital July 2008 - February 2010
AXA Advisors May 2005 - July 2008
Minnesota National Mortgage September 2002 - December 2005
Skills
Administrative..., Travel Arrangements, Calendaring, Expense Management, Outlook, Office Management, Microsoft Excel, QuickBooks, QuickBase, Salesforce.com, Customer Service, Financial Services, Leadership, Management, Vendor Management, Mortgage Lending, Due Diligence, Banking, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Business Analysis, Loans, Portfolio Management, Team Building, Event Planning, Analytics, CRM
Education
Colorado State University 1998 — 2001
Liberal Arts, Technical Journalism - Public Relations
Black Knight Financial Services February 2010 - Present
Prima Capital July 2008 - February 2010
AXA Advisors May 2005 - July 2008
Minnesota National Mortgage September 2002 - December 2005
Skills
Administrative..., Travel Arrangements, Calendaring, Expense Management, Outlook, Office Management, Microsoft Excel, QuickBooks, QuickBase, Salesforce.com, Customer Service, Financial Services, Leadership, Management, Vendor Management, Mortgage Lending, Due Diligence, Banking, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Business Analysis, Loans, Portfolio Management, Team Building, Event Planning, Analytics, CRM
Education
Colorado State University 1998 — 2001
Liberal Arts, Technical Journalism - Public Relations
Walter Gengarelly, PMP, PMI-ACP, CSP's Prima Capital Experience April 2006 - April 2012
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
Sara Hudner Troutman Sara Hudner Troutman's Prima Capital Experience March 2008 - June 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Columbia Business School August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Liberty Mutual Insurance July 2010 - June 2012
Liberty Mutual Insurance June 2009 - August 2009
Prima Capital March 2008 - June 2008
Liberty Media June 2007 - August 2007
Education
Columbia Business School
Master of Business Administration (MBA)
Dartmouth College
BA, Economics, Religion
The University of Edinburgh
J.P. Morgan August 2014 - Present
Columbia Business School August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Liberty Mutual Insurance July 2010 - June 2012
Liberty Mutual Insurance June 2009 - August 2009
Prima Capital March 2008 - June 2008
Liberty Media June 2007 - August 2007
Education
Columbia Business School
Master of Business Administration (MBA)
Dartmouth College
BA, Economics, Religion
The University of Edinburgh
Dean Rodewald Dean Rodewald's Prima Capital Experience November 2007 - June 2009
Job Vice President at Matrix Financial Services
Industry Financial Services
Experience
Broadridge Matrix Financial Solutions July 2009 - Present
Prima Capital November 2007 - June 2009
Old Mutual Capital October 2005 - September 2007
Fiserv Corporation (Fiserv ISS) 1988 - 2005
Skills
Retirement, Wealth Management, Pensions, Financial Services, Financial Advisory, Project Management, Mutual Funds, 401k, Process Improvement, Series 7, Investments, Series 6, Retirement Planning
Education
University of Northern Colorado 1983 — 1987
BS, Business Management
Broadridge Matrix Financial Solutions July 2009 - Present
Prima Capital November 2007 - June 2009
Old Mutual Capital October 2005 - September 2007
Fiserv Corporation (Fiserv ISS) 1988 - 2005
Skills
Retirement, Wealth Management, Pensions, Financial Services, Financial Advisory, Project Management, Mutual Funds, 401k, Process Improvement, Series 7, Investments, Series 6, Retirement Planning
Education
University of Northern Colorado 1983 — 1987
BS, Business Management
Ryan Brookman's Prima Capital Experience 2008 - 2009
Job Experienced transactional advisory MBA with 10+ yrs exp in Ibanking, equity research, financial consulting
Industry Investment Management
Experience
MergerTech Advisors 2013 - 2015
ThinkEquity LLC 2011 - 2012
Sterne Agee 2010 - 2011
Prima Capital 2008 - 2009
Banc of America Securities 2007 - 2007
Citi 2002 - 2006
Skills
Financial Modeling, Equity Research, Due Diligence, Portfolio Management, Mutual Funds, Equities, Investment Management, Financial Analysis, Investment Strategies, Corporate Finance, Mobile Technology, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Institutional..., Corporate Strategy..., Equity Trading, Tactical Asset..., Asset Allocation, Quantitative Research, Information Technology, Strategic Consulting, Client Development, Client Liaison, Financial Statements, Financial Markets, Securities, IPO, Equity Capital Markets, Business Valuation, Equity Valuation, Company Valuation, Valuation Modeling, Enterprise Valuation, Strategic Negotiations, Private Placements, Cloud Computing, Big Data Analytics, Personal Finance, Shareholder Activism, Cash Flow Forecasting, Underwriting, Enterprise Storage, Mobile Devices
Education
Wake Forest University - Babcock Graduate School of Management 2006 — 2008
MBA, Finance
Indiana University Bloomington 1996 — 1999
Bachelor's, Journalism
Royal Melbourne Institute of Technology 1998 — 1998
Mass Communication/Media Studies
Acalanes High School
MergerTech Advisors 2013 - 2015
ThinkEquity LLC 2011 - 2012
Sterne Agee 2010 - 2011
Prima Capital 2008 - 2009
Banc of America Securities 2007 - 2007
Citi 2002 - 2006
Skills
Financial Modeling, Equity Research, Due Diligence, Portfolio Management, Mutual Funds, Equities, Investment Management, Financial Analysis, Investment Strategies, Corporate Finance, Mobile Technology, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Institutional..., Corporate Strategy..., Equity Trading, Tactical Asset..., Asset Allocation, Quantitative Research, Information Technology, Strategic Consulting, Client Development, Client Liaison, Financial Statements, Financial Markets, Securities, IPO, Equity Capital Markets, Business Valuation, Equity Valuation, Company Valuation, Valuation Modeling, Enterprise Valuation, Strategic Negotiations, Private Placements, Cloud Computing, Big Data Analytics, Personal Finance, Shareholder Activism, Cash Flow Forecasting, Underwriting, Enterprise Storage, Mobile Devices
Education
Wake Forest University - Babcock Graduate School of Management 2006 — 2008
MBA, Finance
Indiana University Bloomington 1996 — 1999
Bachelor's, Journalism
Royal Melbourne Institute of Technology 1998 — 1998
Mass Communication/Media Studies
Acalanes High School
Brian Pfau Brian Pfau's Prima Capital Experience January 2007 - April 2012
Job Staff Software Engineer at Syncroness
Industry Electrical/Electronic Manufacturing
Experience
Syncroness December 2012 - Present
Envestnet Prima April 2012 - Present
Prima Capital January 2007 - April 2012
Agilent Technologies May 2001 - July 2006
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Computer Science
Syncroness December 2012 - Present
Envestnet Prima April 2012 - Present
Prima Capital January 2007 - April 2012
Agilent Technologies May 2001 - July 2006
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Computer Science
Margo K. Tracey Margo K. Tracey's Prima Capital Experience April 2004 - September 2007
Job Executive Assistant at National Association of State Boards of Accountancy (NASBA)
Industry Accounting
Experience
National Association of State Boards of Accountancy (NASBA) December 2010 - Present
Prima Capital April 2004 - September 2007
Ball February 2003 - April 2004
Envestnet Asset Management February 1999 - June 2002
Mercury Medical August 1997 - January 1999
Skills
Microsoft Excel, Program Management, Customer Service, Management
Education
Golden West College 1981 — 1983
AA, Psychology, English
National Association of State Boards of Accountancy (NASBA) December 2010 - Present
Prima Capital April 2004 - September 2007
Ball February 2003 - April 2004
Envestnet Asset Management February 1999 - June 2002
Mercury Medical August 1997 - January 1999
Skills
Microsoft Excel, Program Management, Customer Service, Management
Education
Golden West College 1981 — 1983
AA, Psychology, English
Horace Hilario's Prima Capital Experience February 2012 - May 2012
Job Senior Software Developer at Travelport
Industry Information Technology and Services
Experience
Travelport December 2012 - Present
Education Sales Management June 2012 - December 2012
Prima Capital February 2012 - May 2012
El Paso Corporation February 2006 - February 2012
Skills
Microsoft SQL Server, C#, ASP.NET, SSRS, T-SQL, SSIS, Visual Studio, JavaScript, Web Services, VB.NET, PowerBuilder, Java, MongoDB, LINQ
Education
Mapua Institute of Technology
Bachelor of Science (B.S.), Electronics and Communications Engineering
Travelport December 2012 - Present
Education Sales Management June 2012 - December 2012
Prima Capital February 2012 - May 2012
El Paso Corporation February 2006 - February 2012
Skills
Microsoft SQL Server, C#, ASP.NET, SSRS, T-SQL, SSIS, Visual Studio, JavaScript, Web Services, VB.NET, PowerBuilder, Java, MongoDB, LINQ
Education
Mapua Institute of Technology
Bachelor of Science (B.S.), Electronics and Communications Engineering
Randeep Rekhi Randeep Rekhi's Prima Capital Experience March 2008 - May 2011
Job Business Development at SimKaran Inc.
Industry Wine and Spirits
Experience
SimKaran Inc January 2015 - Present
Envestnet Prima May 2011 - December 2014
Prima Capital March 2008 - May 2011
WineDelight.Com December 2005 - March 2008
SimKaran Inc. May 2004 - March 2008
Skills
Investments, Asset Managment, Mutual Funds, Financial Modeling, Asset Allocation, Alternative Investments, Valuation, Wealth Management, Equity Research, Equities, Due Diligence, Fixed Income, Strategic Planning, Business Development, SQL, Microsoft Excel, Quantitative Analytics, Investment Management, Mergers & Acquisitions, Asset Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Mathematics
SimKaran Inc January 2015 - Present
Envestnet Prima May 2011 - December 2014
Prima Capital March 2008 - May 2011
WineDelight.Com December 2005 - March 2008
SimKaran Inc. May 2004 - March 2008
Skills
Investments, Asset Managment, Mutual Funds, Financial Modeling, Asset Allocation, Alternative Investments, Valuation, Wealth Management, Equity Research, Equities, Due Diligence, Fixed Income, Strategic Planning, Business Development, SQL, Microsoft Excel, Quantitative Analytics, Investment Management, Mergers & Acquisitions, Asset Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Mathematics
Geoff Selzer, CFA Geoff Selzer, CFA's Prima Capital Experience January 2001 - April 2012
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
Craig Behnke, CFA's Prima Capital Experience September 2009 - July 2010
Job Senior Equity Analyst at USAA
Industry Investment Management
Experience
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
John McGarry's Prima Capital Experience October 2008 - April 2012
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Nathan Behan's Prima Capital Experience September 2002 - April 2012
Job Senior Vice President Investment Research at Envestnet | Prima
Industry Financial Services
Experience
Envestnet Prima April 2012 - Present
Prima Capital September 2002 - April 2012
EnvestnetPMC June 1999 - March 2003
Merrill Lynch 1992 - 1996
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Financial Modeling, Hedge Funds, Valuation, Asset Management, Alternative Investments, Equity Research, Investment Management
Education
Brandeis International Business School 1990 — 1992
Masters, International Economics and Finance
The University of Montana - School of Business Administration 1986 — 1990
B.Sc, Finance, German
Envestnet Prima April 2012 - Present
Prima Capital September 2002 - April 2012
EnvestnetPMC June 1999 - March 2003
Merrill Lynch 1992 - 1996
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Financial Modeling, Hedge Funds, Valuation, Asset Management, Alternative Investments, Equity Research, Investment Management
Education
Brandeis International Business School 1990 — 1992
Masters, International Economics and Finance
The University of Montana - School of Business Administration 1986 — 1990
B.Sc, Finance, German
Casey Frazier's Prima Capital Experience 2000 - 2003
Job Chief Investment Officer at Versus Capital
Industry Real Estate
Experience
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY