Private Capital Management
Industry: Company
DescriptionFounded: 1986 Parent organization: Legg Mason
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Private Capital Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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