Private Capital Management

Industry: Company

Description

Founded: 1986 Parent organization: Legg Mason

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Private Capital Management Employees

Employee
Years
Job
Industry
Nicki (Nicki Munis) Kadel Nicki (Nicki Munis) Kadel Denver, Colorado Details
Nicki (Nicki Munis) Kadel's Private Capital Management Experience January 2008 - January 2011
Job Operations Manager for Prudent Man Investment Management, Inc.
Industry Financial Services
Experience
Prudent Man Investment Management, Inc.   August 2013 - Present
Private Capital Management   January 2008 - January 2011
Verizon Wireless  January 2006 - January 2007
Wet Seal, Inc  January 2005 - January 2006
The Buckle  January 2004 - January 2005
Wells Fargo  January 2002 - January 2004

Skills
Retail, Sales Management, Management, Sales Operations, Training, Sales, Marketing, Customer Service, Marketing Strategy, Finance, Investments, Portfolio Management, Financial Analysis, Microsoft Office

Education
Montana State University-Billings   2000 — 2005
Bachelor of Science, Business Administration; Management

Jeffrey Yun Jeffrey Yun Naples, Florida Area Details
Jeffrey Yun's Private Capital Management Experience March 2006 - March 2008
Job Managing Director
Industry Investment Management
Experience
Wasmer, Schroeder & Company, Inc.   September 2009 - Present
CGR Insurance Group   October 2008 - August 2009
Private Capital Management   March 2006 - March 2008
American Century Investments  March 1998 - February 2006
HSBC  February 1993 - March 1998
Chase  1990 - 1993

Skills
Asset Managment, Asset Allocation, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Hedge Funds, Alternative Investments, Portfolio Management

Education
St. Lawrence University   1984 — 1988

St. Lawrence University   1984 — 1988

Steve Benjamin, CFA, CAIA Steve Benjamin, CFA, CAIA Greater Boston Area Details
Steve Benjamin, CFA, CAIA's Private Capital Management Experience 2006 - 2007
Job Vice President, Market and Business Intelligence at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, A Fidelity Investments Company  2007 - Present
Private Capital Management   2006 - 2007
OFI Institutional Asset Management  2004 - 2006
MFS Investment Management  2001 - 2004
MFS Investment Management  1999 - 2001
MFS Investment Management  1998 - 2000

Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking

Education
Tufts University - The Fletcher School of Law and Diplomacy   2011 — 2012
Masters, International Relations

CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)

CFA Institute
Chartered Financial Analyst Designation (CFA)

University of Massachusetts Dartmouth   1990 — 1994
Bachelor, Marketing

Aubrey Williams Aubrey Williams Fort Myers, Florida Area Details
Aubrey Williams's Private Capital Management Experience November 2004 - December 2008
Job Investment Operations Manager at MD Solutions
Industry Investment Management
Experience
MD Solutions  December 2008 - Present
Private Capital Management   November 2004 - December 2008
Bank of New York Mellon  April 2003 - October 2004

Skills
Investments, Equities, Account Reconciliation, Bloomberg, Operations Management, Securities, Fund Accounting, Financial Statements, Financial Analysis, Financial Reporting, Mutual Funds, Alternative Investments, Python, Visual Studio, Java

Education
Florida Southwestern State College   2014 — 2014
Computer Programming, A

Florida Gulf Coast University   2006 — 2008
MBA, Business

University of Central Florida   2001 — 2003
B.S., Accounting

Florida State University - College of Business   1998 — 2000
B.S., Finance

Brian O'Connell, CFP® Brian O'Connell, CFP® Fort Myers, Florida Area Details
Brian O'Connell, CFP®'s Private Capital Management Experience February 2003 - August 2008
Job Partner at Marquis Wealth Management Group
Industry Financial Services
Experience
Marquis Wealth Management Group   August 2008 - Present
Private Capital Management   February 2003 - August 2008

Skills
Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Financial Advisory, Investment Strategies, Series 7, Finance, Alternative Investments, Investments, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Asset Management, Portfolio Management

Education
University of Florida   1996 — 2000
BSBA, Finance

University of Florida - Warrington College Of Business   1996 — 2000
Bachelor of Science, Finance

Aaron Anderson, MBA, CFP®, CLU® Aaron Anderson, MBA, CFP®, CLU® Denver, Colorado Details
Aaron Anderson, MBA, CFP®, CLU®'s Private Capital Management Experience July 2015 - Present
Job Senior Investment Advisor at Private Capital Management
Industry Investment Management
Experience
Private Capital Management   July 2015 - Present
CoBiz Wealth Management   November 2011 - July 2015
CoBiz Financial  March 2010 - November 2011
AXA Advisors  2009 - 2010
AXA Advisors  2006 - 2009

Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Insurance Planning

Education
The American College   2011 — 2012
Chartered Life Underwriter®

California Lutheran University   2010 — 2012
MBA, Financial Planning

Colorado Christian University   2003 — 2006
B.A., Communication

Joseph Farley Joseph Farley Burlington, Vermont Area Details
Joseph Farley's Private Capital Management Experience December 2002 - June 2008
Job Analyst at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC  August 2014 - Present
Stowe Aviation, LLC   March 2013 - Present
Kelvingrove Ventures   January 2013 - Present
Kelvingrove Partners   June 2008 - May 2013
Private Capital Management   December 2002 - June 2008
Morgan Stanley  January 2001 - December 2002
Donaldson, Lufkin & Jenrette   February 1998 - January 2001
UBS  August 1992 - February 1998
AT&T  October 1990 - August 1992
Executive Branch, Division of Budget, State of New York   September 1989 - May 1990

Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance

Education
State University of New York at Albany   1989 — 1992
Master of Arts (MA), Economics

State University of New York at Albany   1986 — 1989
Bachelor of Arts (BA), Economics

Elliott Sharp Elliott Sharp Tampa, Florida Details
Elliott Sharp's Private Capital Management Experience February 2008 - August 2013
Job Trading/Operations at Suncoast Equity Management, Inc.
Industry Investment Management
Experience
Suncoast Equity Management, Inc.   March 2014 - Present
Private Capital Management   February 2008 - August 2013

Skills
Investment Management, Series 7, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Axys, Ad-hoc, Microsoft Office, Investments, Series 65, Client Facing Skills, Data Analysis, Investment Advisory, Securities, Portfolio Management, Analysis, Finance, Trading, Operations Management, Equity Trading

Education
Florida Gulf Coast University   2003 — 2007
Bachelor of Science (BS), Finance

Erick Sönne, CFA Erick Sönne, CFA Naples, Florida Details
Erick Sönne, CFA's Private Capital Management Experience April 2010 - Present
Job Senior Vice President of Investments at Private Capital Management
Industry Investment Management
Experience
Private Capital Management   April 2010 - Present
Steinberg Asset Management  July 2004 - May 2010

Skills
Equities, Hedge Funds, Financial Modeling, Finance, Bloomberg, Investments, Private Equity, Risk Management, Alternative Investments, Asset Management, Securities, Valuation

Education
Georgetown University   2000 — 2004
BSFS, International Affairs, School of Foreign Service

Colegio de La Salle   1995 — 1999
High School

Amy Levitre Amy Levitre Naples, Florida Area Details
Amy Levitre's Private Capital Management Experience January 2004 - August 2013
Job Directer of Data Services at Habitat for Humanity
Industry Nonprofit Organization Management
Experience
Habitat for Humanity of Collier County  October 2013 - Present
Private Capital Management   January 2004 - August 2013

Skills
Financial Analysis, Asset Management, Equities, Bloomberg, Investments, Wealth Management, Securities, Mutual Funds, Portfolio Management, Asset Allocation

Education
University of Florida
Bachelor of Business Administration (BBA)

University of Florida - Warrington College of Business Administration
Bachelor's degree, Buisness Administration

Martin de St. Pierre Martin de St. Pierre Naples, Florida Details
Martin de St. Pierre's Private Capital Management Experience 2003 - 2004
Job Director of Development at The Salvation Army
Industry Banking
Experience
The Salvation Army  September 2015 - Present
First American Wealth Management Group   November 2013 - September 2015
Fifth Third Private Bank  July 2012 - September 2013
US Bank - The Private Client Reserve   December 2009 - July 2012
Leadership Collier   2011 - 2012
Leadership Collier   2010 - 2011
Bank of America  October 2007 - October 2009
Bank of America  May 2004 - October 2007
Private Capital Management   2003 - 2004
Northern Trust  2000 - 2003

Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing

Education
University of Richmond   1986 — 1990
BA, Pol Sci and Third World Studies

University of Florida   1991 — 1993
MALAS (Latin American Studies)

Canon Financial Institute   2002 — 2002
Certificate, Institutional Custody

Florida Banker's Association Graduate Trust School   1998 — 2000
Certificate, Trust Administration

Naples High   1982 — 1986

Joe Ramos Joe Ramos San Francisco Bay Area Details
Joe Ramos's Private Capital Management Experience 1987 - Present
Job
Industry Financial Services
Experience
Private Capital Management   1987 - Present
Montgomery Securities  1985 - 1987
Arthur Andersen  1982 - 1985

Skills
Wealth Management, Investment Advisory, Asset Protection, Insurance Consulting, Tax Planning, Qualified Retirement..., Wealth, Financial Planners, Real Estate, Investment Strategies, Investment Management, Estate Planning, Wealth Management..., Finance, Securities, Alternative Investments, Mutual Funds, Investments, Asset Management, Portfolio Management

Education
College for Financial Planning   1988 — 1990

University of California, Berkeley - Walter A. Haas School of Business
Business

Miramonte

Daniel Bocwinski, CAIA Daniel Bocwinski, CAIA Austin, Texas Area Details
Daniel Bocwinski, CAIA's Private Capital Management Experience 2004 - 2007
Job Senior Institutional Investment Analyst at Charles Schwab
Industry Investment Management
Experience
State Street  2012 - 2014
Citi  2008 - 2012
Private Capital Management   2004 - 2007
LJH Global Investments   2000 - 2003
F.N.B. Corporation   1999 - 2000

Skills
Alternative Investments, Due Diligence, Financial Services, Product Management, Manager Selection, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Investment Advisory, Financial Analysis, Investment Management, Wealth Management..., Finance, Asset Management, Investments, Emerging Markets, Bloomberg, Investment Strategies, Asset Allocation, Capital Markets, Financial Modeling, Structured Products, Bonds, Securities, Banking

Education
Thunderbird School of Global Management   2003 — 2004
Master of Business Administration (MBA) in International Management, Finance

University of Alabama   1995 — 1999
Bachelor of Science (BS) in Commerce and Business Administration, Major: Finance Minors: Economics, Spanish

Universidad de Alcalá   1996 — 1996
Study Abroad Program

Deborah Meade Deborah Meade Greater Denver Area Details
Deborah Meade's Private Capital Management Experience 2005 - 2006
Job Office Manager
Industry Marketing and Advertising
Experience
Carbon8   August 2015 - Present
Charles Schwab Investment Management  July 2013 - March 2015
Charles Schwab  March 2010 - July 2013
Fiserv ISS  April 2006 - October 2009
Fiserv Trust Company  2006 - October 2009
Private Capital Management   2005 - 2006

Skills
Financial Services, Banking, Mutual Funds, Management, Investments, Finance, Asset Management

Education
Loyola Marymount University, College of Business Administration   2000 — 2004

Colorado Academy   1996 — 2000

Dean Bachmeier Dean Bachmeier Greater Minneapolis-St. Paul Area Details
Dean Bachmeier's Private Capital Management Experience Vice President Credit AdministrationWells Fargo1998 - 1999
Job Principal at Private Capital Management
Industry Investment Management
Experience
Private Capital Management   Vice President Credit AdministrationWells Fargo1998 - 1999
Norwest Corporation  1981 - 1999

Skills
Asset Management, Investments, Asset Allocation, Strategic Partnerships, Private Equity, Alternative Investments, Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Credit, Investment Management, Financial Analysis, Portfolio Management

Education
The University of North Dakota   1975 — 1979
BA, Business

University of Minnesota - Carlson School of Management
MBA

Paul McKean Paul McKean Billings, Montana Area Details
Paul McKean's Private Capital Management Experience November 2001 - February 2008
Job Vice President at First Interstate Bank
Industry Investment Management
Experience
First Interstate Bank  February 2008 - Present
Private Capital Management   November 2001 - February 2008
Hutchens Investment Management   March 2000 - November 2001
LJH Global Investments   December 1994 - March 2000
Oxford Capital Management   May 1989 - November 1994
Offutt Securities   September 1987 - May 1989

Education
Arizona State University   1981 — 1986
Business Administration

Douglas Royce Douglas Royce Greater New York City Area Details
Douglas Royce's Private Capital Management Experience 1991 - 1993
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  February 2012 - Present
New York Life Insurance Company  May 2008 - February 2012
New Rochelle Chamber of Commerce   2008 - 2010
Onyx Capital Management   January 1998 - March 2008
First Albany  1993 - 1997
Private Capital Management   1991 - 1993

Skills
Finance, Fixed Annuities, Retirement, Investments, Strategic Financial..., Mutual Funds, Securities, Long-term Care, Financial Services, Retirement Planning, Financial Planning, Wealth Management, Series 7, Risk Management, Estate Planning, Long Term Care Insurance, Equities, Asset Management, Portfolio Management, Disability Insurance, Term Life Insurance, Insurance, Small Business, Pensions, Bonds, FINRA, Asset Allocation, 401k, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Employee Benefits, Health Insurance, Series 63, Comprehensive Planning, Business Planning, Group Insurance, Fixed Income, Trading, Financial Analysis, Leadership, Life Insurance, Public Speaking, Key Person Insurance, Buy-sell Agreements, Deferred Compensation

Education
Florida International University
Bachelor of Science (BS), Business Administration and Management, General

Florida International University
Business Administration and Management, General

Peter Montgomery Peter Montgomery Greater Atlanta Area Details
Peter Montgomery's Private Capital Management Experience January 2006 - February 2010
Job Client Service and Distribution at Artisan Partners
Industry Investment Management
Experience
Artisan Partners  March 2013 - Present
Southeastern Asset Management  March 2010 - March 2013
Private Capital Management   January 2006 - February 2010
Trusco Capital Management  1997 - 2005

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2002
MBA, Finance

Western Carolina University   1990 — 1994
BS/BA, Economics

Ian Breusch, CFA Ian Breusch, CFA Naples, Florida Area Details
Ian Breusch, CFA's Private Capital Management Experience March 2010 - October 2013
Job Vice President / Portfolio Manager at The Naples Trust Company
Industry Investment Management
Experience
The Naples Trust Company   October 2013 - Present
Private Capital Management   March 2010 - October 2013
Nationwide Financial  April 2008 - February 2010
Private Capital Management   June 2005 - April 2008

Skills
Asset Allocation, Investment Management, Mutual Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Securities, Financial Modeling, Bloomberg, Strategic Financial..., Financial Analysis, Fixed Income, Series 7, Valuation, Series 63, Retirement Planning, Fund Of Funds, Due Diligence

Education
Florida Gulf Coast University   2001 — 2005
Bachelor of Science, Business Finance

Beau Sessions Beau Sessions Chicago, Illinois Details
Beau Sessions's Private Capital Management Experience 2008 - 2011
Job Financial Advisor at McDonald Partners
Industry Financial Services
Experience
McDonald Partners   2011 - Present
Private Capital Management   2008 - 2011
Charles Schwab  2005 - 2008
McDonald Investments / Key Bank   2003 - 2004
A.G. Edwards & Sons, Inc.   1997 - 2001

Skills
Investment Strategies, Asset Allocation, Series 7, Investments, Options Strategies, Retirement Planning, 401k Rollovers, Estate Planning, Trust Services, Wealth Management, Retirement, Strategic Financial..., Banking, Investment Advisory, Financial Services, Financial Planning, Wealth, Finance, Management

Education
Bradley University

Jeffrey Pike Jeffrey Pike Naples, Florida Details
Jeffrey Pike's Private Capital Management Experience July 2004 - February 2008
Job Partner, Managing Member at Aviance Capital Partners
Industry Financial Services
Experience
Aviance Capital Partners   January 2009 - Present
Private Capital Management   July 2004 - February 2008
Times Square Capital Management   September 2000 - June 2004
Advest, Inc.   1998 - 2000

Education
University of Massachusetts, Amherst   1993 — 1997
Bachelor of Arts (BA), Economics

Newington High School

Aaron Brann Aaron Brann Greater New York City Area Details
Aaron Brann's Private Capital Management Experience July 2003 - July 2010
Job Investment Management Professional
Industry Investment Management
Experience
KBW / Stifel Financial   January 2011 - July 2014
Private Capital Management   July 2003 - July 2010
Morgan Stanley  January 2001 - June 2003
Donaldson, Lufkin & Jenrette   October 1999 - October 2000

Skills
Investments, Asset Management, Buy-side, Equities, Equity Research, Valuation, DCF Valuation, Bank Analysis, Financial Statement..., Financial Modeling, Capital Markets, SNL Financial, Bloomberg

Education
University of Notre Dame   1995 — 1999
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude

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