Private Advisors, LLC
Industry: Capital market company
DescriptionFounded: 1997 Parent organization: MainStay Investments Subsidiaries: Cuyahoga Capital Partners, Private Advisors UK LLP
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Private Advisors, LLC Employees
Employee
Years
Job
Industry
Gavin Raphael Gavin Raphael's Private Advisors, LLC Experience July 2010 - March 2014
Job
Industry Investment Banking
Experience
University of Richmond - Robins School of Business July 2015 - Present
Light & Raphael July 2014 - Present
Private Advisors, LLC July 2010 - March 2014
Cary Street Partners May 2008 - June 2010
Wachovia Securities December 2004 - May 2008
Wachovia Securities May 2002 - November 2004
Wachovia Securities November 2000 - April 2002
Wachovia Securities July 1998 - October 2000
Renaissance Worldwide, Inc. May 1997 - June 1998
Philip Morris 1991 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Investment Management, Investor Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Strategic Management
University of Vermont 1987 — 1991
B.S., Business Administration
University of Richmond - Robins School of Business July 2015 - Present
Light & Raphael July 2014 - Present
Private Advisors, LLC July 2010 - March 2014
Cary Street Partners May 2008 - June 2010
Wachovia Securities December 2004 - May 2008
Wachovia Securities May 2002 - November 2004
Wachovia Securities November 2000 - April 2002
Wachovia Securities July 1998 - October 2000
Renaissance Worldwide, Inc. May 1997 - June 1998
Philip Morris 1991 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Investment Management, Investor Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Strategic Management
University of Vermont 1987 — 1991
B.S., Business Administration
Caarn Heir Caarn Heir's Private Advisors, LLC Experience May 2013 - August 2013
Job Contract Buyer at RollsRoyce
Industry Airlines/Aviation
Experience
Rolls-Royce August 2014 - Present
Private Advisors, LLC May 2013 - August 2013
Develop Indy July 2012 - August 2012
Junior Achievement May 2011 - August 2011
Education
University of Richmond 2010 — 2014
Bachelor of Science, Business Administration; Finance and International Business
Tsinghua University
International Business, Finance, Junior
Park Tudor 2006 — 2010
Rolls-Royce August 2014 - Present
Private Advisors, LLC May 2013 - August 2013
Develop Indy July 2012 - August 2012
Junior Achievement May 2011 - August 2011
Education
University of Richmond 2010 — 2014
Bachelor of Science, Business Administration; Finance and International Business
Tsinghua University
International Business, Finance, Junior
Park Tudor 2006 — 2010
Brendan Toone Brendan Toone's Private Advisors, LLC Experience February 2012 - Present
Job Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC February 2012 - Present
MetLife April 2007 - February 2012
Skills
Series 7, Investment Strategies, Investments, Securities, Retirement Planning, Wealth Management, Asset Allocation, Financial Services, Financial Analysis, Portfolio Management, Private Equity, Strategic Financial..., Investment Management, Hedge Funds, Alternative Investments, Mutual Funds
Education
Randolph-Macon College 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
CFA Institute
Private Advisors, LLC February 2012 - Present
MetLife April 2007 - February 2012
Skills
Series 7, Investment Strategies, Investments, Securities, Retirement Planning, Wealth Management, Asset Allocation, Financial Services, Financial Analysis, Portfolio Management, Private Equity, Strategic Financial..., Investment Management, Hedge Funds, Alternative Investments, Mutual Funds
Education
Randolph-Macon College 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
CFA Institute
Catherine Lukaszewicz Catherine Lukaszewicz's Private Advisors, LLC Experience August 2013 - Present
Job Controller at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC August 2013 - Present
Chesapeake Capital Corporation August 2007 - August 2013
The Miller Group (Miller Manufacturing) May 1997 - August 2007
Opton, Inc. November 1993 - May 1997
U. S. Air Force December 1989 - May 1993
Skills
Accounting, Finance, Financial Analysis, Internal Controls, Forecasting, Budgets, Financial Reporting, CPA, Financial Accounting, Cost Accounting, Microsoft Excel, Risk Management, Auditing, Financial Statements, Human Resources, Enterprise Systems..., Microsoft Dynamics SL, Syteline ERP, Peachtree, ADP Payroll, Sage MAS500, SAP Analysis for Office, Prophix, Cognos Impromptu, Management Reporter for..., FRx, System Implementations
Education
Le Moyne College 1985 — 1989
Bachelors, Accounting
Private Advisors, LLC August 2013 - Present
Chesapeake Capital Corporation August 2007 - August 2013
The Miller Group (Miller Manufacturing) May 1997 - August 2007
Opton, Inc. November 1993 - May 1997
U. S. Air Force December 1989 - May 1993
Skills
Accounting, Finance, Financial Analysis, Internal Controls, Forecasting, Budgets, Financial Reporting, CPA, Financial Accounting, Cost Accounting, Microsoft Excel, Risk Management, Auditing, Financial Statements, Human Resources, Enterprise Systems..., Microsoft Dynamics SL, Syteline ERP, Peachtree, ADP Payroll, Sage MAS500, SAP Analysis for Office, Prophix, Cognos Impromptu, Management Reporter for..., FRx, System Implementations
Education
Le Moyne College 1985 — 1989
Bachelors, Accounting
Stacy Fredericks, CMBS Stacy Fredericks, CMBS's Private Advisors, LLC Experience December 2012 - Present
Job Executive Assistant at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC December 2012 - Present
Heritage Wealth Advisors January 2010 - November 2012
Credit Suisse December 1995 - February 2009
Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Receptionist Duties, QuickBooks, CMBS
Education
University of Bridgeport
Accounting
Private Advisors, LLC December 2012 - Present
Heritage Wealth Advisors January 2010 - November 2012
Credit Suisse December 1995 - February 2009
Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Receptionist Duties, QuickBooks, CMBS
Education
University of Bridgeport
Accounting
Chang won Lee Chang won Lee's Private Advisors, LLC Experience May 2012 - August 2012
Job Equity Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Private Advisors, LLC May 2012 - August 2012
Beautyman Alvstad January 2012 - May 2012
Neater Pet Brands January 2012 - May 2012
Revolution Prep May 2011 - September 2011
Skills
Microsoft Office, Customer Service, JMP, Maple, Teaching, Mentoring, Public Speaking, Market Research, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor’s Degree, Finance & East Asian Studies, Summa Cum Laude
Doshisha University 2012 — 2012
Japanese Studies
CFA Program
Passed Level I of the CFA Program on July 2014, Passed Level II on July 2015.
Fidelity Investments July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Private Advisors, LLC May 2012 - August 2012
Beautyman Alvstad January 2012 - May 2012
Neater Pet Brands January 2012 - May 2012
Revolution Prep May 2011 - September 2011
Skills
Microsoft Office, Customer Service, JMP, Maple, Teaching, Mentoring, Public Speaking, Market Research, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor’s Degree, Finance & East Asian Studies, Summa Cum Laude
Doshisha University 2012 — 2012
Japanese Studies
CFA Program
Passed Level I of the CFA Program on July 2014, Passed Level II on July 2015.
Berkeley Robins Berkeley Robins's Private Advisors, LLC Experience July 2014 - Present
Job Associate at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC July 2014 - Present
Capital Center, LLC August 2012 - July 2014
Capital Center, LLC February 2012 - July 2012
Asheville Greenworks September 2011 - January 2012
Skills
Non-profits, Microsoft Office, DonorPerfect, Microsoft Word, Economics, Customer Service, Community Outreach, International..., Data Analysis, Facebook, Outlook, Economic Development
Education
Sewanee-The University of the South 2007 — 2011
BA, International Development
National Outdoor Leadership School 2008 — 2008
Collegiate School 1993 — 2007
Private Advisors, LLC July 2014 - Present
Capital Center, LLC August 2012 - July 2014
Capital Center, LLC February 2012 - July 2012
Asheville Greenworks September 2011 - January 2012
Skills
Non-profits, Microsoft Office, DonorPerfect, Microsoft Word, Economics, Customer Service, Community Outreach, International..., Data Analysis, Facebook, Outlook, Economic Development
Education
Sewanee-The University of the South 2007 — 2011
BA, International Development
National Outdoor Leadership School 2008 — 2008
Collegiate School 1993 — 2007
Peter Lee, CFA, FRM Peter Lee, CFA, FRM's Private Advisors, LLC Experience March 2014 - Present
Job Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC March 2014 - Present
Arden Asset Management September 2004 - February 2014
Morgan Stanley - MSCI June 2003 - September 2004
The Wharton School Finance Department July 2002 - May 2003
BNP Paribas - High Yield Research May 2000 - September 2001
Skills
CFA, Hedge Funds, Fixed Income, Valuation, Emerging Markets, Hedging, Structured Products, Due Diligence, Investments, Commodity, Global Macro, Alternative Investments, Fund Of Funds, Chartered Financial..., Bloomberg, Equities, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science, Economics - Dual Concentrations in Finance and Legal Studies
Stuyvesant High School 1995 — 1999
Private Advisors, LLC March 2014 - Present
Arden Asset Management September 2004 - February 2014
Morgan Stanley - MSCI June 2003 - September 2004
The Wharton School Finance Department July 2002 - May 2003
BNP Paribas - High Yield Research May 2000 - September 2001
Skills
CFA, Hedge Funds, Fixed Income, Valuation, Emerging Markets, Hedging, Structured Products, Due Diligence, Investments, Commodity, Global Macro, Alternative Investments, Fund Of Funds, Chartered Financial..., Bloomberg, Equities, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science, Economics - Dual Concentrations in Finance and Legal Studies
Stuyvesant High School 1995 — 1999
Bryan Horner Bryan Horner's Private Advisors, LLC Experience July 2008 - April 2014
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
Kamal Gilliam Kamal Gilliam's Private Advisors, LLC Experience
Job worker at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC
Skills
Social Media, Administrative..., Analysis
Education
San Diego State University-California State University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), African-American/Black Studies
Private Advisors, LLC
Skills
Social Media, Administrative..., Analysis
Education
San Diego State University-California State University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), African-American/Black Studies
Ben Schaefer Ben Schaefer's Private Advisors, LLC Experience August 2010 - Present
Job Manager Relations Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC August 2010 - Present
ActionLink April 2009 - December 2010
Circuit City Stores, Inc. March 2006 - January 2009
Enterprise Rent-A-Car March 2004 - March 2006
Guitar Center December 2003 - March 2004
Skills
Customer Service, Public Speaking, Microsoft Excel, Retail, Budgets, Microsoft Office, Strategic Planning, Data Analysis, Financial Analysis
Education
Albion College 1999 — 2003
B.S. English, Lit, Music Performance & Theory
Grosse Pointe South High School 1996 — 1999
Private Advisors, LLC August 2010 - Present
ActionLink April 2009 - December 2010
Circuit City Stores, Inc. March 2006 - January 2009
Enterprise Rent-A-Car March 2004 - March 2006
Guitar Center December 2003 - March 2004
Skills
Customer Service, Public Speaking, Microsoft Excel, Retail, Budgets, Microsoft Office, Strategic Planning, Data Analysis, Financial Analysis
Education
Albion College 1999 — 2003
B.S. English, Lit, Music Performance & Theory
Grosse Pointe South High School 1996 — 1999
Gordon Hargraves Gordon Hargraves's Private Advisors, LLC Experience November 2011 - Present
Job Partner at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC November 2011 - Present
Rho Fund Investors June 1999 - October 2011
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Portfolio Management, Alternative Investments
Education
The University of Chicago 1991 — 1993
MBA
Babson College 1982 — 1987
BS
Private Advisors, LLC November 2011 - Present
Rho Fund Investors June 1999 - October 2011
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Portfolio Management, Alternative Investments
Education
The University of Chicago 1991 — 1993
MBA
Babson College 1982 — 1987
BS
Lauren (Lauren Napolitano) Shockey, PMP's Private Advisors, LLC Experience March 2010 - August 2011
Job Associate Director, Career Services at University of Richmond
Industry Higher Education
Experience
University of Richmond May 2015 - Present
Genworth Financial February 2013 - May 2015
Genworth Financial August 2011 - February 2013
Private Advisors, LLC March 2010 - August 2011
Wachovia Securities, LLC June 2008 - March 2009
Skills
Investments, Analysis, Strategic Financial..., Financial Analysis, Financial Reporting, Risk Management, Valuation, Finance, Due Diligence, Communications Strategy, Business Strategy, Financial Planning, Strategic Analysis, Project Management, Change Management, Process Improvement, Business Analysis, Operations Management, Critical Thinking, Problem Solving, Teamwork, Time Management, Priority Management
Education
University of Richmond 2009 — 2012
Master of Business Administration (M.B.A.)
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration, Finance & Marketing Concentrations, Magna cum laude
University of Virginia 2013 — 2014
Graduate Certificate in Project Management
University of Richmond May 2015 - Present
Genworth Financial February 2013 - May 2015
Genworth Financial August 2011 - February 2013
Private Advisors, LLC March 2010 - August 2011
Wachovia Securities, LLC June 2008 - March 2009
Skills
Investments, Analysis, Strategic Financial..., Financial Analysis, Financial Reporting, Risk Management, Valuation, Finance, Due Diligence, Communications Strategy, Business Strategy, Financial Planning, Strategic Analysis, Project Management, Change Management, Process Improvement, Business Analysis, Operations Management, Critical Thinking, Problem Solving, Teamwork, Time Management, Priority Management
Education
University of Richmond 2009 — 2012
Master of Business Administration (M.B.A.)
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration, Finance & Marketing Concentrations, Magna cum laude
University of Virginia 2013 — 2014
Graduate Certificate in Project Management
ibrahim hakki ibrahim hakki's Private Advisors, LLC Experience Team Leader of Agricultural Training and Extension ProjectGAP, Southestern Anatolia Development ProjectApril 2011 - Present
Job Team Leader of Agricultural Training and Extension Project at GAP, Southestern Anatolia Development Project
Industry Food & Beverages
Experience
Private Advisors, LLC Team Leader of Agricultural Training and Extension ProjectGAP, Southestern Anatolia Development ProjectApril 2011 - Present
Ministry of Agriculture o Turkey January 1990 - January 2003
Skills
Leadership, Strategic Planning, Training, Policy, Project Planning, International..., Management Consulting, Business Planning, Capacity Building, Program Management, Project Management, Sustainable Development, Research, International Relations, Management
Education
Atatürk Üniversitesi 1972 — 1978
MSc., Agriculture
Private Advisors, LLC Team Leader of Agricultural Training and Extension ProjectGAP, Southestern Anatolia Development ProjectApril 2011 - Present
Ministry of Agriculture o Turkey January 1990 - January 2003
Skills
Leadership, Strategic Planning, Training, Policy, Project Planning, International..., Management Consulting, Business Planning, Capacity Building, Program Management, Project Management, Sustainable Development, Research, International Relations, Management
Education
Atatürk Üniversitesi 1972 — 1978
MSc., Agriculture
Louise Woltz Smith's Private Advisors, LLC Experience January 2015 - Present
Job Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC January 2015 - Present
Private Advisors, LLC January 2011 - December 2014
Private Advisors, LLC September 2008 - December 2010
Harris Williams & Co. July 2006 - July 2008
Education
Salem Academy
University of North Carolina at Chapel Hill
B.S. Business Administration, Business Administration; Spanish
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Private Advisors, LLC January 2015 - Present
Private Advisors, LLC January 2011 - December 2014
Private Advisors, LLC September 2008 - December 2010
Harris Williams & Co. July 2006 - July 2008
Education
Salem Academy
University of North Carolina at Chapel Hill
B.S. Business Administration, Business Administration; Spanish
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Jessica Hermes, MBA's Private Advisors, LLC Experience January 2015 - Present
Job Senior Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC January 2015 - Present
Nerium International July 2014 - Present
Private Advisors, LLC January 2013 - January 2015
Private Advisors, LLC June 2010 - January 2013
WattShifters, LLC. June 2009 - September 2009
LaborQuick, Inc. June 2004 - November 2008
Skills
New Business Development, Team Building, Customer Service, Strategic Planning, Mergers, Budgets, Marketing, Contract Negotiation, Event Planning, Public Speaking, Financial Analysis, Microsoft Office, Marketing Strategy, PowerPoint, Asset Managment, Accounting, Negotiation, Microsoft Excel, Program Management, Event Management, Leadership
Education
East Carolina University - College of Business 2007 — 2009
MBA
East Carolina University - College of Business 2002 — 2006
BSBA, Business Management- Small Business and Entrepreneurship Concentration
Private Advisors, LLC January 2015 - Present
Nerium International July 2014 - Present
Private Advisors, LLC January 2013 - January 2015
Private Advisors, LLC June 2010 - January 2013
WattShifters, LLC. June 2009 - September 2009
LaborQuick, Inc. June 2004 - November 2008
Skills
New Business Development, Team Building, Customer Service, Strategic Planning, Mergers, Budgets, Marketing, Contract Negotiation, Event Planning, Public Speaking, Financial Analysis, Microsoft Office, Marketing Strategy, PowerPoint, Asset Managment, Accounting, Negotiation, Microsoft Excel, Program Management, Event Management, Leadership
Education
East Carolina University - College of Business 2007 — 2009
MBA
East Carolina University - College of Business 2002 — 2006
BSBA, Business Management- Small Business and Entrepreneurship Concentration
Tripp Taliaferro Tripp Taliaferro's Private Advisors, LLC Experience September 2005 - Present
Job Partner at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC September 2005 - Present
Quad-C Management, Inc. 2004 - 2005
Wachovia Capital Partners 2002 - 2004
First Union Securities 2001 - 2002
Skills
Private Equity, Hedge Funds, Valuation, Investments, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, LBO, Asset Managment, Mergers, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Buyouts, Investment Management, Venture Capital, Capital Markets, Capital Raising, Mezzanine, Leveraged Finance, High Yield, Restructuring, Asset Management
Education
UNC Chapel Hill 1997 — 2001
BSBA, Business Administration
Universiteit Maastricht 2000 — 2000
Study Abroad Program for International Business, International Business
Private Advisors, LLC September 2005 - Present
Quad-C Management, Inc. 2004 - 2005
Wachovia Capital Partners 2002 - 2004
First Union Securities 2001 - 2002
Skills
Private Equity, Hedge Funds, Valuation, Investments, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, LBO, Asset Managment, Mergers, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Buyouts, Investment Management, Venture Capital, Capital Markets, Capital Raising, Mezzanine, Leveraged Finance, High Yield, Restructuring, Asset Management
Education
UNC Chapel Hill 1997 — 2001
BSBA, Business Administration
Universiteit Maastricht 2000 — 2000
Study Abroad Program for International Business, International Business
Barrett Miles Barrett Miles's Private Advisors, LLC Experience January 2012 - Present
Job Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC January 2012 - Present
Lokalty July 2011 - September 2011
Skills
Private Equity, Alternative Investments, Valuation, Financial Modeling, Financial Analysis, Leveraged Buyouts, Due Diligence, Fund Of Funds, Hedge Funds, LBO, Investment Strategies, Equity Trading, Bloomberg Terminal, Market Research, PowerPoint, Microsoft Excel, Natural Resources
Education
University of Richmond 2007 — 2011
BS and BA, Business Administration and Leadership Studies
The University of Queensland 2009 — 2009
Study Abroad
Private Advisors, LLC January 2012 - Present
Lokalty July 2011 - September 2011
Skills
Private Equity, Alternative Investments, Valuation, Financial Modeling, Financial Analysis, Leveraged Buyouts, Due Diligence, Fund Of Funds, Hedge Funds, LBO, Investment Strategies, Equity Trading, Bloomberg Terminal, Market Research, PowerPoint, Microsoft Excel, Natural Resources
Education
University of Richmond 2007 — 2011
BS and BA, Business Administration and Leadership Studies
The University of Queensland 2009 — 2009
Study Abroad
June Thalman-Bruckner June Thalman-Bruckner's Private Advisors, LLC Experience September 1996 - 2014
Job Owner of The Bluegrass Kitchen, Vegetarian/Vegan Mobile delivery service
Industry Food & Beverages
Experience
Private Advisors, LLC September 1996 - 2014
Walnut St. Lodge Cafe August 1995 - November 1997
Skills
Public Speaking, Merchandising, Marketing Communications, Inventory Management, Marketing Strategy, Team Building, Personal Chef Services, Food, Marketing, Public Relations
Education
Penn State University 2009 — 2017
Bachelor's degree, TBA, Psychology
Pennsylvania Institute of Culinary Arts 1993 — 1995
Specialized, Culinary
Private Advisors, LLC September 1996 - 2014
Walnut St. Lodge Cafe August 1995 - November 1997
Skills
Public Speaking, Merchandising, Marketing Communications, Inventory Management, Marketing Strategy, Team Building, Personal Chef Services, Food, Marketing, Public Relations
Education
Penn State University 2009 — 2017
Bachelor's degree, TBA, Psychology
Pennsylvania Institute of Culinary Arts 1993 — 1995
Specialized, Culinary
Jamie Hammock Jamie Hammock's Private Advisors, LLC Experience May 2006 - Present
Job Vice President IT Infrastructure & Business Continuity at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC May 2006 - Present
Private Advisors, LLC May 2006 - Present
SyCom Technologies November 2004 - August 2006
SyCom Technologies March 2001 - October 2003
SyCom Technologies August 2000 - February 2001
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Exchange, Microsoft Certified..., CompTIA A+ Certification, CompTIA Network+..., Microsoft Office..., Spiceworks, Symantec Endpoint..., Symantec Backup, PGP, Veeam, VMware Infrastructure, Windows Server, Windows & Mac operating..., Cisco Technologies, EMC SAN Administration, Polycom Video..., Mobile Devices, Visio, Networking, Help Desk Support, Management, Vendor Management, Project Management
Education
Radford University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Information Systems
Private Advisors, LLC May 2006 - Present
Private Advisors, LLC May 2006 - Present
SyCom Technologies November 2004 - August 2006
SyCom Technologies March 2001 - October 2003
SyCom Technologies August 2000 - February 2001
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Exchange, Microsoft Certified..., CompTIA A+ Certification, CompTIA Network+..., Microsoft Office..., Spiceworks, Symantec Endpoint..., Symantec Backup, PGP, Veeam, VMware Infrastructure, Windows Server, Windows & Mac operating..., Cisco Technologies, EMC SAN Administration, Polycom Video..., Mobile Devices, Visio, Networking, Help Desk Support, Management, Vendor Management, Project Management
Education
Radford University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Information Systems
Stephens Johnson Stephens Johnson's Private Advisors, LLC Experience November 2008 - January 2010
Job Director, Investor Relations at Tenex Capital Management
Industry Financial Services
Experience
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Tenex Capital Management April 2015 - Present
First Reserve Corporation September 2012 - March 2015
Lazard Freres & Co. June 2010 - July 2012
Private Advisors LLC November 2008 - January 2010
Lehman Brothers September 2008 - September 2008
TUDOR INVESTMENT CORPORATION June 2007 - August 2007
Skills
Private Equity, Fund Of Funds, Asset Management, Corporate Finance, Corporate Development
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, History
Ben Fass Ben Fass's Private Advisors, LLC Experience July 2012 - Present
Job Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC July 2012 - Present
The SEEP Network May 2010 - July 2010
Skills
Due Diligence, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Washington and Lee University 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2010 — 2010
Private Advisors, LLC July 2012 - Present
The SEEP Network May 2010 - July 2010
Skills
Due Diligence, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Washington and Lee University 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2010 — 2010
Catey White Catey White's Private Advisors, LLC Experience February 2008 - Present
Job Senior Associate, Operational Due Diligence
Industry Investment Management
Experience
Private Advisors, LLC February 2008 - Present
Pequot Capital June 2006 - December 2007
Standard Pacific Capital September 2003 - September 2005
Skills
Hedge Funds, Alternative Investments, Due Diligence
Education
Tufts University 1997 — 2001
BA, Child Development & Clinical Psychology
Private Advisors, LLC February 2008 - Present
Pequot Capital June 2006 - December 2007
Standard Pacific Capital September 2003 - September 2005
Skills
Hedge Funds, Alternative Investments, Due Diligence
Education
Tufts University 1997 — 2001
BA, Child Development & Clinical Psychology
Alec Douglas Alec Douglas's Private Advisors, LLC Experience July 2015 - Present
Job Associate at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC July 2015 - Present
RBC Wealth Management May 2014 - September 2014
Glyn's Marine May 2012 - August 2013
Maryland Flag Belts November 2011 - November 2012
Wells Fargo Advisors March 2011 - April 2011
Barrington Yacht Club July 2008 - April 2011
Skills
Bloomberg Terminal, Analysis, Financial Analysis, Management, Selling, Purchasing, Microsoft Word, Investments, Sales, Finance
Education
University of Richmond 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
St. Mary's College of Maryland 2011 — 2012
Economics
Barrington High School 2007 — 2011
Private Advisors, LLC July 2015 - Present
RBC Wealth Management May 2014 - September 2014
Glyn's Marine May 2012 - August 2013
Maryland Flag Belts November 2011 - November 2012
Wells Fargo Advisors March 2011 - April 2011
Barrington Yacht Club July 2008 - April 2011
Skills
Bloomberg Terminal, Analysis, Financial Analysis, Management, Selling, Purchasing, Microsoft Word, Investments, Sales, Finance
Education
University of Richmond 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
St. Mary's College of Maryland 2011 — 2012
Economics
Barrington High School 2007 — 2011
Laura Baird's Private Advisors, LLC Experience May 2007 - Present
Job Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC May 2007 - Present
Franklin Portfolio Associates 2004 - 2006
Prudential Securities 1998 - 2002
FactSet 1996 - 1998
Education
University of Richmond 1992 — 1996
B.A., Economics
Private Advisors, LLC May 2007 - Present
Franklin Portfolio Associates 2004 - 2006
Prudential Securities 1998 - 2002
FactSet 1996 - 1998
Education
University of Richmond 1992 — 1996
B.A., Economics
Tim Berry's Private Advisors, LLC Experience July 2001 - Present
Job Head of Hedge Fund Investments at Private Advisors
Industry Investment Management
Experience
Private Advisors LLC July 2001 - Present
Chesapeake Capital Corporation 1998 - 2001
Education
Duke University 1994 — 1997
Masters, Environmental Management
University of Virginia 1988 — 1992
Private Advisors LLC July 2001 - Present
Chesapeake Capital Corporation 1998 - 2001
Education
Duke University 1994 — 1997
Masters, Environmental Management
University of Virginia 1988 — 1992
Devan Marshall's Private Advisors, LLC Experience July 2013 - Present
Job Managing Director at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC July 2013 - Present
BlackRock 2001 - June 2013
Education
Penn State University 1997 — 2001
Private Advisors, LLC July 2013 - Present
BlackRock 2001 - June 2013
Education
Penn State University 1997 — 2001
Tom Bretthauer's Private Advisors, LLC Experience IT SpecialistUS EPAAugust 1997 - Present
Job IT Specialist at US EPA
Industry Government Relations
Experience
Private Advisors, LLC IT SpecialistUS EPAAugust 1997 - Present
U.S. Peace Corps 1987 - 1990
Education
Indiana University Bloomington 1976 — 1980
Private Advisors, LLC IT SpecialistUS EPAAugust 1997 - Present
U.S. Peace Corps 1987 - 1990
Education
Indiana University Bloomington 1976 — 1980
Sarah St. Jean's Private Advisors, LLC Experience March 2008 - Present
Job Director, Communications
Industry Investment Management
Experience
Private Advisors, LLC March 2008 - Present
T. Rowe Price October 2000 - March 2008
Towson University 2000 - 2000
Parsons Brinckerhoff 1995 - 2000
Education
Towson University 1997 — 2000
MS, Professional Writing
McDaniel College 1989 — 1993
BA, Communications
Private Advisors, LLC March 2008 - Present
T. Rowe Price October 2000 - March 2008
Towson University 2000 - 2000
Parsons Brinckerhoff 1995 - 2000
Education
Towson University 1997 — 2000
MS, Professional Writing
McDaniel College 1989 — 1993
BA, Communications
Selena Burnam's Private Advisors, LLC Experience November 2007 - Present
Job Executive Assistant at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC November 2007 - Present
Wachovia Securities, LLC 2007 - 2007
Education
University of Maryland University College
Psychology
Private Advisors, LLC November 2007 - Present
Wachovia Securities, LLC 2007 - 2007
Education
University of Maryland University College
Psychology
Alison Schwab's Private Advisors, LLC Experience 2004 - 2008
Job Head of Business Development & Investor Relations, Gapstow Capital Partners
Industry Investment Management
Experience
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Elizabeth Lentz's Private Advisors, LLC Experience January 2008 - October 2012
Job Consultant
Industry Accounting
Experience
Private Advisors, LLC January 2008 - October 2012
Fidelity Investments March 2004 - August 2005
Arthur Murray Dance Studio September 2001 - January 2003
Skills
Ballroom Dance, Hedge Funds, Fund Of Funds, Financial Analysis, Accounting, Latin Dance, Financial Reporting, General Ledger
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
Private Advisors, LLC January 2008 - October 2012
Fidelity Investments March 2004 - August 2005
Arthur Murray Dance Studio September 2001 - January 2003
Skills
Ballroom Dance, Hedge Funds, Fund Of Funds, Financial Analysis, Accounting, Latin Dance, Financial Reporting, General Ledger
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
Saso Bozinovski's Private Advisors, LLC Experience Private advizitorKOBIL/BITOLAJuly 2006 - Present
Job biznis at Private Advisors, LLC
Industry Banking
Experience
Private Advisors, LLC Private advizitorKOBIL/BITOLAJuly 2006 - Present
Education
Univerzitet 'Sv. Kliment Ohridski' vo Bitola 1980 — 1985
Ekonomik
Private Advisors, LLC Private advizitorKOBIL/BITOLAJuly 2006 - Present
Education
Univerzitet 'Sv. Kliment Ohridski' vo Bitola 1980 — 1985
Ekonomik
Adam Assiraj's Private Advisors, LLC Experience January 2015 - Present
Job Experienced Finance and Accounting Executive in the Asset Management Industry.
Industry Financial Services
Experience
Private Advisors, LLC January 2015 - Present
Santander Investment July 2009 - December 2014
Entrust Capital August 2008 - July 2009
PricewaterhouseCoopers January 2007 - January 2008
Ernst & Young 2004 - 2007
Skills
Alternative Investments, Capital Markets, Corporate Finance, Portfolio Management, Derivatives, Due Diligence, Financial Reporting, Operational Due..., Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Private Equity, Equities, Bloomberg, Asset Management
Education
Pace University 2001 — 2004
BA, Accounting
Private Advisors, LLC January 2015 - Present
Santander Investment July 2009 - December 2014
Entrust Capital August 2008 - July 2009
PricewaterhouseCoopers January 2007 - January 2008
Ernst & Young 2004 - 2007
Skills
Alternative Investments, Capital Markets, Corporate Finance, Portfolio Management, Derivatives, Due Diligence, Financial Reporting, Operational Due..., Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Private Equity, Equities, Bloomberg, Asset Management
Education
Pace University 2001 — 2004
BA, Accounting
Kathy Russell's Private Advisors, LLC Experience November 2011 - January 2014
Job Executive Assistant to the Gen Mgr at Boar's Head
Industry Hospitality
Experience
Boar's Head September 2014 - Present
Private Advisors, LLC November 2011 - January 2014
Universal Leaf Tobacco Company February 1996 - June 2011
James River Corporation November 1978 - February 1996
Education
James Madison University 1973 — 1977
Bachelor’s Degree, Fashion Merchandising, Minor in Bus Admin
Robt. E. Lee High School
Boar's Head September 2014 - Present
Private Advisors, LLC November 2011 - January 2014
Universal Leaf Tobacco Company February 1996 - June 2011
James River Corporation November 1978 - February 1996
Education
James Madison University 1973 — 1977
Bachelor’s Degree, Fashion Merchandising, Minor in Bus Admin
Robt. E. Lee High School
Jeremy Kokemor, CFA's Private Advisors, LLC Experience March 2014 - Present
Job Managing Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC March 2014 - Present
T. Rowe Price August 2010 - February 2014
T. Rowe Price June 2009 - August 2009
Thompson, Siegel & Walmsley July 2006 - July 2008
Ewing Bemiss & Co July 2004 - July 2006
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Virginia 2000 — 2004
Bachelor of Arts (B.A.), Economics and History
Private Advisors, LLC March 2014 - Present
T. Rowe Price August 2010 - February 2014
T. Rowe Price June 2009 - August 2009
Thompson, Siegel & Walmsley July 2006 - July 2008
Ewing Bemiss & Co July 2004 - July 2006
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Virginia 2000 — 2004
Bachelor of Arts (B.A.), Economics and History
Edward Fuller's Private Advisors, LLC Experience February 2013 - Present
Job Senior Associate at Private Advisors, LLC
Industry Medical Practice
Experience
Private Advisors, LLC February 2013 - Present
Fuller Dentistry October 2010 - January 2013
Skills
Analysis, Operations, Insurance, Excel, Customer Relations, Business Development, Microsoft Excel, Customer Service, Strategic Planning, Financial Analysis, Leadership, Marketing
Education
CFA Institute
Roanoke College 2003 — 2008
BS, Physics, Business Administration
Private Advisors, LLC February 2013 - Present
Fuller Dentistry October 2010 - January 2013
Skills
Analysis, Operations, Insurance, Excel, Customer Relations, Business Development, Microsoft Excel, Customer Service, Strategic Planning, Financial Analysis, Leadership, Marketing
Education
CFA Institute
Roanoke College 2003 — 2008
BS, Physics, Business Administration
Joseph Malancharuvil's Private Advisors, LLC Experience 1982 - Present
Job Psychologist at Private Advisors, LLC
Industry Consumer Services
Experience
Private Advisors, LLC 1982 - Present
Skills
Public Speaking, Psychotherapy, Psychology, Strategic Planning, Microsoft Office, Clinical Research, Social Media, Leadership, Mental Health, Management, Customer Service, Healthcare, Research, Event Planning, Group Therapy, Leadership Development, Coaching, Fundraising, Psychological Assessment, Program Development
Education
Loyola University of Chicago 1978 — 1982
Doctor of Philosophy (Ph.D.), Clinical Psychology, Award for the most outstanding student of the year, First Class First Rank Honor
Loyola University Chicago 1976 — 1982
Doctor of Philosophy (Ph.D.), Clinical Psychology
Private Advisors, LLC 1982 - Present
Skills
Public Speaking, Psychotherapy, Psychology, Strategic Planning, Microsoft Office, Clinical Research, Social Media, Leadership, Mental Health, Management, Customer Service, Healthcare, Research, Event Planning, Group Therapy, Leadership Development, Coaching, Fundraising, Psychological Assessment, Program Development
Education
Loyola University of Chicago 1978 — 1982
Doctor of Philosophy (Ph.D.), Clinical Psychology, Award for the most outstanding student of the year, First Class First Rank Honor
Loyola University Chicago 1976 — 1982
Doctor of Philosophy (Ph.D.), Clinical Psychology
Stephen Simpkin's Private Advisors, LLC Experience July 2012 - July 2014
Job Senior Advisor for Clean Power Capital
Industry Financial Services
Experience
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
Peter Fink's Private Advisors, LLC Experience November 2007 - March 2012
Job Senior Vice President at Kensington Capital Partners Limited
Industry Investment Management
Experience
Kensington Capital Partners Limited October 2013 - Present
Kensington Capital Partners Limited: Smart Alternatives October 2013 - Present
FLAG Capital Mangement October 2011 - July 2013
Private Advisors, LLC November 2007 - March 2012
Russell Investment Group September 2005 - March 2007
Russell Investments 2001 - 2005
Citibank 1985 - 2001
Skills
Investor Relations, Relationship Management, Private Equity, Institutional..., Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Management, Business Development, Venture Capital, Fund Of Funds, Investments, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
University of Tennessee-Knoxville
University of Toronto
B. Comm, Economics, Finance
Kensington Capital Partners Limited October 2013 - Present
Kensington Capital Partners Limited: Smart Alternatives October 2013 - Present
FLAG Capital Mangement October 2011 - July 2013
Private Advisors, LLC November 2007 - March 2012
Russell Investment Group September 2005 - March 2007
Russell Investments 2001 - 2005
Citibank 1985 - 2001
Skills
Investor Relations, Relationship Management, Private Equity, Institutional..., Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Management, Business Development, Venture Capital, Fund Of Funds, Investments, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
University of Tennessee-Knoxville
University of Toronto
B. Comm, Economics, Finance
Rafael Astruc's Private Advisors, LLC Experience 1997 - 2010
Job Investment Management Professional
Industry Investment Management
Experience
Garrison Investment Group, LLC January 2011 - Present
Private Advisors, LLC 1997 - 2010
Matrix Capital Markets Group 1991 - 1996
Skills
Fund Of Funds, Private Equity, Alternative Investments, Hedge Funds, Investments, Equity Derivatives, Asset Management, Options, Financial Advisory, IPO, Start-ups, Investment Management, Negotiation, Fundamental Analysis, Quantitative Finance, Entrepreneurship, Funding, Clean Technology, Valuation, Asset Allocation, Emerging Markets, Venture Capital, Investment Strategies, Financial Structuring
Education
George Mason University 1988 — 1990
BS, Economics
Garrison Investment Group, LLC January 2011 - Present
Private Advisors, LLC 1997 - 2010
Matrix Capital Markets Group 1991 - 1996
Skills
Fund Of Funds, Private Equity, Alternative Investments, Hedge Funds, Investments, Equity Derivatives, Asset Management, Options, Financial Advisory, IPO, Start-ups, Investment Management, Negotiation, Fundamental Analysis, Quantitative Finance, Entrepreneurship, Funding, Clean Technology, Valuation, Asset Allocation, Emerging Markets, Venture Capital, Investment Strategies, Financial Structuring
Education
George Mason University 1988 — 1990
BS, Economics
Elizabeth Llewellyn's Private Advisors, LLC Experience October 2006 - August 2008
Job Partner at Gregg and Bailey, PC.
Industry Accounting
Experience
Gregg and Bailey, PC. August 2008 - Present
Private Advisors, LLC October 2006 - August 2008
Witt Mares October 1994 - October 2006
Virginia Historical Society 2003 - 2004
PBGH, LLP 1989 - 1993
Skills
Financial Reporting, Tax, GAAP, Income Tax, Tax Preparation, Financial Analysis, Corporate Tax, QuickBooks, General Ledger
Education
Bridgewater College 1985 — 1989
Bachelor of Science, Business with a concentration in accounting and minor in economics
Fort Defiance High School 1983 — 1985
High School Diploma
Riverheads High School 1980 — 1983
Gregg and Bailey, PC. August 2008 - Present
Private Advisors, LLC October 2006 - August 2008
Witt Mares October 1994 - October 2006
Virginia Historical Society 2003 - 2004
PBGH, LLP 1989 - 1993
Skills
Financial Reporting, Tax, GAAP, Income Tax, Tax Preparation, Financial Analysis, Corporate Tax, QuickBooks, General Ledger
Education
Bridgewater College 1985 — 1989
Bachelor of Science, Business with a concentration in accounting and minor in economics
Fort Defiance High School 1983 — 1985
High School Diploma
Riverheads High School 1980 — 1983
Alba Baltodano's Private Advisors, LLC Experience August 2009 - June 2012
Job Indivior Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Indivior Pharmaceuticals, Inc. June 2015 - Present
HCA June 2012 - 2015
Private Advisors, LLC August 2009 - June 2012
Philip Morris USA September 1987 - February 2009
Philip Morris USA 1987 - 2009
Skills
Budgets, Marketing Strategy, Event Planning, Marketing, Strategic Planning, Market Research, Brand Management, Event Management, PowerPoint
Education
Strayer University 2004 — 2008
MBA, Marketing
Strayer University 2004 — 2008
Master of Business Administration, Human Resource Management
Pace University 1998 — 2002
Bachelors, Business Administration
Indivior Pharmaceuticals, Inc. June 2015 - Present
HCA June 2012 - 2015
Private Advisors, LLC August 2009 - June 2012
Philip Morris USA September 1987 - February 2009
Philip Morris USA 1987 - 2009
Skills
Budgets, Marketing Strategy, Event Planning, Marketing, Strategic Planning, Market Research, Brand Management, Event Management, PowerPoint
Education
Strayer University 2004 — 2008
MBA, Marketing
Strayer University 2004 — 2008
Master of Business Administration, Human Resource Management
Pace University 1998 — 2002
Bachelors, Business Administration
Darin Suhs's Private Advisors, LLC Experience August 2002 - Present
Job Executive Director
Industry Hospital & Health Care
Experience
private September 2007 - Present
Private Advisors, LLC August 2002 - Present
LSG Sky Chefs May 1988 - July 2003
Skills
Customer Service, Airports, Healthcare, Healthcare Management, Event Planning
Education
Johnson & Wales University 1984 — 1988
BS, Hospitality management
Johnson and Wales University 1984 — 1988
BS, Hospitality Management
private September 2007 - Present
Private Advisors, LLC August 2002 - Present
LSG Sky Chefs May 1988 - July 2003
Skills
Customer Service, Airports, Healthcare, Healthcare Management, Event Planning
Education
Johnson & Wales University 1984 — 1988
BS, Hospitality management
Johnson and Wales University 1984 — 1988
BS, Hospitality Management
Jen Farnsworth's Private Advisors, LLC Experience September 2013 - Present
Job VP, Human Resources and Administration at Private Advisors, LLC
Industry Program Development
Experience
Private Advisors, LLC September 2013 - Present
Dahlia Photography July 2012 - September 2013
PrecisionIR Group April 2011 - July 2012
ChildFund International July 2009 - April 2011
Virginia Home for Boys and Girls 2005 - 2009
Overnite Transportation 1995 - 2005
Skills
Human Resources, Organizational..., Employee Relations, Recruiting, Deferred Compensation, Benefits Administration, Employee Benefits, Onboarding, Strategic Planning, Talent Management, Training, Budgets, HRIS, Performance Management, Talent Acquisition, New Hire Orientations, Customer Service, Interviews, Management, Leadership Development, Succession Planning, Hiring, Applicant Tracking...
Education
Longwood University 1990 — 1992
B.S., Sociology
Virginia Tech 1988 — 1990
Private Advisors, LLC September 2013 - Present
Dahlia Photography July 2012 - September 2013
PrecisionIR Group April 2011 - July 2012
ChildFund International July 2009 - April 2011
Virginia Home for Boys and Girls 2005 - 2009
Overnite Transportation 1995 - 2005
Skills
Human Resources, Organizational..., Employee Relations, Recruiting, Deferred Compensation, Benefits Administration, Employee Benefits, Onboarding, Strategic Planning, Talent Management, Training, Budgets, HRIS, Performance Management, Talent Acquisition, New Hire Orientations, Customer Service, Interviews, Management, Leadership Development, Succession Planning, Hiring, Applicant Tracking...
Education
Longwood University 1990 — 1992
B.S., Sociology
Virginia Tech 1988 — 1990
Claudia Maffei's Private Advisors, LLC Experience
Job Ghost Writer
Industry Entertainment
Experience
Private Advisors, LLC
Skills
Writing
Education
University of Arizona
Bachelor's degree, Elementary Education and Teaching
Private Advisors, LLC
Skills
Writing
Education
University of Arizona
Bachelor's degree, Elementary Education and Teaching
Aaron Kroll's Private Advisors, LLC Experience March 2014 - June 2014
Job CoManager, Vice President of Investor Relations at Solstice Holdings LLC
Industry Investment Banking
Experience
Solstice Holdings LLC August 2015 - Present
Lingerfelt CommonWealth Partners June 2014 - June 2015
Private Advisors, LLC March 2014 - June 2014
Paragon Capital Group May 2012 - March 2014
The University of Akron 2011 - April 2013
EGI Financial May 2011 - December 2012
Community Legal Aid - Akron September 2011 - June 2012
Virginia Tech IT Security Office June 2007 - May 2010
Used Book Buddy August 2008 - May 2009
Wades Foods April 2003 - August 2006
Skills
Microsoft Office, HTML, Adobe Creative Suite, CSS, Photoshop, Web Design, Technology Development, Mergers & Acquisitions, Investments, Analysis, Private Equity, Leadership
Education
The University of Akron 2010 — 2013
Masters of Business Administration, Finance, Summa Cum Laude
University of Akron School of Law 2010 — 2013
Juris Doctor
Cornell University 2011 — 2011
Certificate, Executive Leadership
Virginia Tech 2006 — 2010
BS, Business Management, Cum Laude
Solstice Holdings LLC August 2015 - Present
Lingerfelt CommonWealth Partners June 2014 - June 2015
Private Advisors, LLC March 2014 - June 2014
Paragon Capital Group May 2012 - March 2014
The University of Akron 2011 - April 2013
EGI Financial May 2011 - December 2012
Community Legal Aid - Akron September 2011 - June 2012
Virginia Tech IT Security Office June 2007 - May 2010
Used Book Buddy August 2008 - May 2009
Wades Foods April 2003 - August 2006
Skills
Microsoft Office, HTML, Adobe Creative Suite, CSS, Photoshop, Web Design, Technology Development, Mergers & Acquisitions, Investments, Analysis, Private Equity, Leadership
Education
The University of Akron 2010 — 2013
Masters of Business Administration, Finance, Summa Cum Laude
University of Akron School of Law 2010 — 2013
Juris Doctor
Cornell University 2011 — 2011
Certificate, Executive Leadership
Virginia Tech 2006 — 2010
BS, Business Management, Cum Laude
Gregory Ciaverelli's Private Advisors, LLC Experience April 2009 - Present
Job Managing Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC April 2009 - Present
International Asset Management "IAM" May 2007 - April 2009
Citigroup Inc. September 2005 - May 2007
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Private Advisors, LLC April 2009 - Present
International Asset Management "IAM" May 2007 - April 2009
Citigroup Inc. September 2005 - May 2007
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Jeffrey Mihalek's Private Advisors, LLC Experience October 2012 - June 2013
Job Director of Accounting at RMS Investment Group, LLC
Industry Investment Management
Experience
RMS Investment Group, LLC June 2013 - Present
Private Advisors, LLC October 2012 - June 2013
Cuyahoga Capital Partners LLC January 2011 - September 2012
Key Principal Partners November 2006 - December 2010
Skills
Private Equity, Investments, Accounting, Tax, Mutual Funds, Finance
Education
DePaul University 1999 — 2000
Master of Science (M.S.), Accountancy
The University of Chicago 1994 — 1998
Bachelor of Arts (B.A.), Psychology
RMS Investment Group, LLC June 2013 - Present
Private Advisors, LLC October 2012 - June 2013
Cuyahoga Capital Partners LLC January 2011 - September 2012
Key Principal Partners November 2006 - December 2010
Skills
Private Equity, Investments, Accounting, Tax, Mutual Funds, Finance
Education
DePaul University 1999 — 2000
Master of Science (M.S.), Accountancy
The University of Chicago 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Courtney (Westbrook) Oates's Private Advisors, LLC Experience February 2012 - Present
Job Treasury Associate at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC February 2012 - Present
Ricoh Production Print Solutions February 2011 - December 2011
Ricoh Production Print Solutions April 2007 - January 2011
Skills
Treasury, Investments, Asset Management, Portfolio Management, Valuation, Hedge Funds, Risk Management
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Arts (BA), English
Private Advisors, LLC February 2012 - Present
Ricoh Production Print Solutions February 2011 - December 2011
Ricoh Production Print Solutions April 2007 - January 2011
Skills
Treasury, Investments, Asset Management, Portfolio Management, Valuation, Hedge Funds, Risk Management
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Arts (BA), English
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial