Protege Partners
Description
Address: 767 5th Ave, New York, NY 10153 Phone: (212) 784-6300Category: Website: : : : Hours: Place name: : : : Website: http://www.protegepartners.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Protege Partners Posting publicly on the Web Write a review Reviews Be the first to review
Protege Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Protege Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Protege Partners Employees
Employee
Years
Job
Industry
Teik Chai Teik Chai's Protege Partners Experience July 2014 - Present
Job Analyst at Protege Partners
Industry Investment Management
Experience
Protege Partners July 2014 - Present
EJ Sterling March 2014 - July 2014
State University of New York at Oswego August 2012 - May 2013
Ocean Capital Inc. 2013 - 2013
State University of New York at Oswego October 2011 - December 2011
Dyson December 2010 - July 2011
World Of Feng Shui August 2010 - December 2010
Top Fashion April 2009 - December 2009
Skills
Time Management, Teamwork, PowerPoint, Sales, Data Analysis, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Access, Critical Thinking, Social Networking, Market Research, Leadership, System Administration, Facebook, Online Research, Higher Education, Event Planning, Microsoft Office, Research, Data Entry, Internet Research, Microsoft PowerPoint, Good Communication..., Stocks & Futures..., Series 7, Series 63
Education
State University of New York College at Oswego 2011 — 2013
BS, Finance, Cum Laude
Protege Partners July 2014 - Present
EJ Sterling March 2014 - July 2014
State University of New York at Oswego August 2012 - May 2013
Ocean Capital Inc. 2013 - 2013
State University of New York at Oswego October 2011 - December 2011
Dyson December 2010 - July 2011
World Of Feng Shui August 2010 - December 2010
Top Fashion April 2009 - December 2009
Skills
Time Management, Teamwork, PowerPoint, Sales, Data Analysis, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Access, Critical Thinking, Social Networking, Market Research, Leadership, System Administration, Facebook, Online Research, Higher Education, Event Planning, Microsoft Office, Research, Data Entry, Internet Research, Microsoft PowerPoint, Good Communication..., Stocks & Futures..., Series 7, Series 63
Education
State University of New York College at Oswego 2011 — 2013
BS, Finance, Cum Laude
Andrea Brezing Andrea Brezing's Protege Partners Experience July 2009 - August 2011
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
Protege Partners July 2009 - August 2011
Goldman, Sachs & Co. July 2006 - July 2009
Skills
Hedge Funds, Investments, Portfolio Management, Economics, Investment Management, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Fixed Income, Financial Modeling, Investment Banking, Equity Research, Derivatives, Asset Managment, Capital Markets, Analysis, Management, Capital IQ
Education
London Business School 2013 — 2013
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Duke University 2002 — 2006
Bachelor of Arts, Public Policy, Economics
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
Protege Partners July 2009 - August 2011
Goldman, Sachs & Co. July 2006 - July 2009
Skills
Hedge Funds, Investments, Portfolio Management, Economics, Investment Management, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Fixed Income, Financial Modeling, Investment Banking, Equity Research, Derivatives, Asset Managment, Capital Markets, Analysis, Management, Capital IQ
Education
London Business School 2013 — 2013
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Duke University 2002 — 2006
Bachelor of Arts, Public Policy, Economics
Alexander Liegl Alexander Liegl's Protege Partners Experience July 2013 - August 2013
Job Student at Stanford University
Industry Financial Services
Experience
Bessel Capital Management January 2014 - Present
Stanford Management Company June 2015 - August 2015
The Blyth Fund January 2012 - June 2015
Protege Partners July 2013 - August 2013
Alcoa June 2013 - July 2013
The Opportune Time, LLC February 2013 - June 2013
Stanford Students Environmental Consulting June 2012 - June 2013
Stanford University Center for Teaching and Learning September 2012 - April 2013
AST Partners July 2012 - September 2012
BayWa August 2011 - September 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Non-profits, Economics, Fundraising, Analysis, Public Speaking, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Entrepreneurship
Education
Stanford University 2011 — 2016
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Mathematical & Computational Science; Philosphy
Bessel Capital Management January 2014 - Present
Stanford Management Company June 2015 - August 2015
The Blyth Fund January 2012 - June 2015
Protege Partners July 2013 - August 2013
Alcoa June 2013 - July 2013
The Opportune Time, LLC February 2013 - June 2013
Stanford Students Environmental Consulting June 2012 - June 2013
Stanford University Center for Teaching and Learning September 2012 - April 2013
AST Partners July 2012 - September 2012
BayWa August 2011 - September 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Non-profits, Economics, Fundraising, Analysis, Public Speaking, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Entrepreneurship
Education
Stanford University 2011 — 2016
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Mathematical & Computational Science; Philosphy
John Mackin John Mackin's Protege Partners Experience February 2012 - Present
Job Senior Managing Director at Protege Partners
Industry Financial Services
Experience
Protege Partners February 2012 - Present
Revere Capital Advisors July 2011 - January 2012
Threadneedle Investments North America, LLC August 2010 - July 2011
Arklow Capital, LLC August 2009 - August 2010
Highland Capital Management, L.P. July 2008 - August 2009
Pardus Capital Management, L.P. January 2006 - June 2008
Protégé Partners, LLC January 2004 - December 2005
Lazard Asset Management June 1997 - December 2003
Skills
CFA, Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Protege Partners February 2012 - Present
Revere Capital Advisors July 2011 - January 2012
Threadneedle Investments North America, LLC August 2010 - July 2011
Arklow Capital, LLC August 2009 - August 2010
Highland Capital Management, L.P. July 2008 - August 2009
Pardus Capital Management, L.P. January 2006 - June 2008
Protégé Partners, LLC January 2004 - December 2005
Lazard Asset Management June 1997 - December 2003
Skills
CFA, Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Jeffrey Tarrant Jeffrey Tarrant's Protege Partners Experience 2001 - Present
Job CEO at Protege Partners
Industry Investment Management
Experience
Protege Partners 2001 - Present
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
University of California, Davis
Bachelor of Science (BS), Economics
Protege Partners 2001 - Present
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
University of California, Davis
Bachelor of Science (BS), Economics
Drew S. Gieger, CFA's Protege Partners Experience September 2011 - October 2012
Job Drew S. Gieger, CFA
Industry Investment Management
Experience
BlackRock October 2012 - March 2014
Protege Partners September 2011 - October 2012
Cadogan Management LLC March 2010 - September 2011
The Transportation Group June 2008 - June 2009
Skills
Due Diligence, Financial Modeling, Fund Of Funds, Equities, Analysis, Hedge Funds, Alternative Investments, Investments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock October 2012 - March 2014
Protege Partners September 2011 - October 2012
Cadogan Management LLC March 2010 - September 2011
The Transportation Group June 2008 - June 2009
Skills
Due Diligence, Financial Modeling, Fund Of Funds, Equities, Analysis, Hedge Funds, Alternative Investments, Investments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Joseph Gill Joseph Gill's Protege Partners Experience May 2011 - March 2012
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Lynette Ashby's Protege Partners Experience April 2014 - Present
Job General Counsel & Chief Compliance Officer at Protege Partners
Industry Investment Management
Experience
Protege Partners April 2014 - Present
Protege Partners February 2008 - March 2014
TIAA-CREF August 2006 - February 2008
Deutsche Bank July 2005 - August 2006
Sidley Austin LLP September 2003 - June 2005
Skills
Hedge Funds, Fund Of Funds, Legal Writing, Fund Administration, Compliance, Legal Compliance, Policy, Operational Due..., ERISA, Investment Advisers Act, Investment Company Act, Employee Training, Anti Money Laundering, Business Strategy, Code of Ethics, Disaster Recovery, Regulatory Filings, Start-up Consulting, Regulatory Requirements, Employment Contracts, Seeding Arrangements, Disclosure Statements, Legal Documents, Team Leadership, Regulatory Documentation, Contract Negotiation, Seeding Agreements, Technology Contracts, Process Improvement, Managing Deadlines, Expense Allocation, Regulatory Submissions, Drafting Agreements, Securities Exchange Act..., Partnership Agreements, ISDA negotiations, Transparency, Development of..., Termination Agreements, Foreign Corrupt..., Private Equity, Privacy Policies, Non-compete/Nonsolicitat..., Client Communications, Trade Error Mitigation, Negotiating Leases, Financial Tracking, Singapore Branch Office...
Education
Harvard Law School
J.D.
Princeton University
B.A., Politics
Protege Partners April 2014 - Present
Protege Partners February 2008 - March 2014
TIAA-CREF August 2006 - February 2008
Deutsche Bank July 2005 - August 2006
Sidley Austin LLP September 2003 - June 2005
Skills
Hedge Funds, Fund Of Funds, Legal Writing, Fund Administration, Compliance, Legal Compliance, Policy, Operational Due..., ERISA, Investment Advisers Act, Investment Company Act, Employee Training, Anti Money Laundering, Business Strategy, Code of Ethics, Disaster Recovery, Regulatory Filings, Start-up Consulting, Regulatory Requirements, Employment Contracts, Seeding Arrangements, Disclosure Statements, Legal Documents, Team Leadership, Regulatory Documentation, Contract Negotiation, Seeding Agreements, Technology Contracts, Process Improvement, Managing Deadlines, Expense Allocation, Regulatory Submissions, Drafting Agreements, Securities Exchange Act..., Partnership Agreements, ISDA negotiations, Transparency, Development of..., Termination Agreements, Foreign Corrupt..., Private Equity, Privacy Policies, Non-compete/Nonsolicitat..., Client Communications, Trade Error Mitigation, Negotiating Leases, Financial Tracking, Singapore Branch Office...
Education
Harvard Law School
J.D.
Princeton University
B.A., Politics
Stephanie Kneeland Stephanie Kneeland's Protege Partners Experience October 2007 - February 2009
Job Administrative Professional
Industry Biotechnology
Experience
FORMA Therapeutics April 2013 - October 2013
Interpole Dance July 2011 - December 2012
Inlingua Frankfurt September 2011 - July 2012
Randstad July 2009 - July 2010
Protege Partners October 2007 - February 2009
The Renfrew Center July 2002 - May 2005
SEI June 2001 - June 2002
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Curriculum Design, Microsoft Word, Curriculum Development
Education
Bryn Mawr College
Master of Social Service, Master of Law & Social Policy
Messiah College
Bachelor of Arts (B.A.), Family Studies
FORMA Therapeutics April 2013 - October 2013
Interpole Dance July 2011 - December 2012
Inlingua Frankfurt September 2011 - July 2012
Randstad July 2009 - July 2010
Protege Partners October 2007 - February 2009
The Renfrew Center July 2002 - May 2005
SEI June 2001 - June 2002
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Curriculum Design, Microsoft Word, Curriculum Development
Education
Bryn Mawr College
Master of Social Service, Master of Law & Social Policy
Messiah College
Bachelor of Arts (B.A.), Family Studies
Elisabeth Cardiello's Protege Partners Experience May 2008 - June 2011
Job Entrepreneur
Industry Real Estate
Experience
Caffe Unimatic, Inc. June 2012 - Present
Legacy Out Loud December 2013 - Present
ELAC Management, LLC June 2011 - Present
Infrastructure Group, Inc. November 2014 - Present
Protege Partners May 2008 - June 2011
Credit Suisse July 2007 - April 2008
Credit Suisse March 2007 - May 2007
Skills
Hedge Funds, Entrepreneurship, Marketing, Start-ups, Real Estate, Financial Analysis, Equities, Investments, Asset Managment, Analysis, Emerging Markets, Bloomberg, Private Equity, Fixed Income, Valuation, Leadership, Business Strategy, Portfolio Management, Corporate Finance, Risk Management, Asset Management, Alternative Investments, Financial Modeling, Due Diligence, Venture Capital, Investor Relations, Fund Of Funds, Capital Markets, Options, Series 7, Mutual Funds, Executive Leadership
Education
Wagner College 2006 — 2007
MBA, Management
Wagner College 2002 — 2006
BS, International Business / Art
Università Cattolica del Sacro Cuore 2005 — 2005
Study Abroad Program
St. Joseph Hill Academy 1998 — 2002
New York University
Italian Language
Caffe Unimatic, Inc. June 2012 - Present
Legacy Out Loud December 2013 - Present
ELAC Management, LLC June 2011 - Present
Infrastructure Group, Inc. November 2014 - Present
Protege Partners May 2008 - June 2011
Credit Suisse July 2007 - April 2008
Credit Suisse March 2007 - May 2007
Skills
Hedge Funds, Entrepreneurship, Marketing, Start-ups, Real Estate, Financial Analysis, Equities, Investments, Asset Managment, Analysis, Emerging Markets, Bloomberg, Private Equity, Fixed Income, Valuation, Leadership, Business Strategy, Portfolio Management, Corporate Finance, Risk Management, Asset Management, Alternative Investments, Financial Modeling, Due Diligence, Venture Capital, Investor Relations, Fund Of Funds, Capital Markets, Options, Series 7, Mutual Funds, Executive Leadership
Education
Wagner College 2006 — 2007
MBA, Management
Wagner College 2002 — 2006
BS, International Business / Art
Università Cattolica del Sacro Cuore 2005 — 2005
Study Abroad Program
St. Joseph Hill Academy 1998 — 2002
New York University
Italian Language
Anna Cotten, CAIA Anna Cotten, CAIA's Protege Partners Experience October 2012 - Present
Job Investor Relations at Protege Partners
Industry Financial Services
Experience
Protege Partners October 2012 - Present
Guggenheim Partners January 2010 - September 2012
Main Street Direct December 2009 - February 2010
Vera Wang August 2009 - September 2009
Kamunting Street Capital Hedge Fund June 2008 - August 2008
Arthur Elgort Photography Studio May 2008 - August 2008
Education
Appalachian State University 2005 — 2009
MKT, Marketing, Finance, Interpersonal Communications
Appalachian State University 2005 — 2009
Bachelor of Science; of, Business Administration, Marketing; Business
Protege Partners October 2012 - Present
Guggenheim Partners January 2010 - September 2012
Main Street Direct December 2009 - February 2010
Vera Wang August 2009 - September 2009
Kamunting Street Capital Hedge Fund June 2008 - August 2008
Arthur Elgort Photography Studio May 2008 - August 2008
Education
Appalachian State University 2005 — 2009
MKT, Marketing, Finance, Interpersonal Communications
Appalachian State University 2005 — 2009
Bachelor of Science; of, Business Administration, Marketing; Business
Lindsey Raymond Lindsey Raymond's Protege Partners Experience June 2011 - August 2011
Job Software Engineer at Kensho Technologies
Industry Computer Software
Experience
Kensho Technologies March 2015 - Present
The Recurse Center October 2014 - January 2015
Kepler Group LLC September 2013 - October 2014
Cornerstone Research June 2012 - September 2013
Robert James Shiller, Arthur M. Okun Professor of Economics at Yale University May 2010 - May 2012
Protege Partners June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Yale Psychology Health January 2009 - May 2010
Skills
Economics, Economic Research, SQL, SAS, Python, Java, Econometrics, Data Analysis, Statistical Modeling, Stata, Statistics, Valuation, Bloomberg, Microsoft Excel, C++, Quantitative Analytics, Spanish, Hedge Funds, Financial Modeling, VBA, Analytics
Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Oxford University 2011 — 2011
Economics
Acton Boxborough Regional High School 2004 — 2008
BA, Economics
Kensho Technologies March 2015 - Present
The Recurse Center October 2014 - January 2015
Kepler Group LLC September 2013 - October 2014
Cornerstone Research June 2012 - September 2013
Robert James Shiller, Arthur M. Okun Professor of Economics at Yale University May 2010 - May 2012
Protege Partners June 2011 - August 2011
Financial Women's Association June 2011 - August 2011
Yale Psychology Health January 2009 - May 2010
Skills
Economics, Economic Research, SQL, SAS, Python, Java, Econometrics, Data Analysis, Statistical Modeling, Stata, Statistics, Valuation, Bloomberg, Microsoft Excel, C++, Quantitative Analytics, Spanish, Hedge Funds, Financial Modeling, VBA, Analytics
Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Oxford University 2011 — 2011
Economics
Acton Boxborough Regional High School 2004 — 2008
BA, Economics
Allyson Laurance's Protege Partners Experience June 2007 - September 2007
Job Supply Chain & Purchasing Manager at Hale and Hearty
Industry Hospitality
Experience
Hale and Hearty October 2014 - Present
Le Pain Quotidien March 2013 - September 2014
Le Pain Quotidien May 2012 - March 2013
Towers Watson September 2008 - August 2010
Memorial Hospital of South Bend May 2007 - May 2008
Protege Partners June 2007 - September 2007
Sodexo September 2004 - June 2005
Skills
English, Event Planning, Strategic Planning, Event Management, Social Media, Research, Budgets, Catering, Food, Hospitality, Management, Leadership, Menu Development, Purchasing, Human Resources, Negotiation
Education
ESC Sup de Co La Rochelle 2010 — 2012
MBA and Masters in Hospitality, International Business
University of Notre Dame 2005 — 2008
B.A., Economics
Hale and Hearty October 2014 - Present
Le Pain Quotidien March 2013 - September 2014
Le Pain Quotidien May 2012 - March 2013
Towers Watson September 2008 - August 2010
Memorial Hospital of South Bend May 2007 - May 2008
Protege Partners June 2007 - September 2007
Sodexo September 2004 - June 2005
Skills
English, Event Planning, Strategic Planning, Event Management, Social Media, Research, Budgets, Catering, Food, Hospitality, Management, Leadership, Menu Development, Purchasing, Human Resources, Negotiation
Education
ESC Sup de Co La Rochelle 2010 — 2012
MBA and Masters in Hospitality, International Business
University of Notre Dame 2005 — 2008
B.A., Economics
Michael Oliver Weinberg, CFA Michael Oliver Weinberg, CFA's Protege Partners Experience 2014 - Present
Job Chief Investment Strategist, Senior Managing Director at Protege Partners
Industry Investment Management
Experience
Protege Partners 2014 - Present
Columbia Business School 2013 - Present
MOW & AYW LLC. 2013 - 2014
Man (acquired FRM) 2003 - 2012
Credit Suisse 2000 - 2003
Soros Fund Management 1998 - 2000
Morgan Stanley (acquired Dean Witter) 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Research, Equities, Real Estate, Credit, Global Macro, Commodity Markets, Due Diligence, Infrastructure, Alternative Investments, Fund Of Funds, Hedge Funds, Endowment Funds, Family Office, Foundations, Pension Funds, SWF, Proprietary Trading, Private Equity, Venture Capital, CIOs, Risk Management, Financial Risk..., Marketing, Product Specialists, Business Development, International Investment, Management, Emerging Markets, Asia, Europe, Lecturing, Op-eds, Institutional..., Panel Moderator, Negotiation, Investments, Multi-family Investments, Chartered Financial..., MBA, Quantitative Investing, Fixed Income Strategies, Relative Value Trading, Public Relations, Seeding, Separately Managed..., Manager Selection, Thought Leadership, Leadership
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS), Economics
Protege Partners 2014 - Present
Columbia Business School 2013 - Present
MOW & AYW LLC. 2013 - 2014
Man (acquired FRM) 2003 - 2012
Credit Suisse 2000 - 2003
Soros Fund Management 1998 - 2000
Morgan Stanley (acquired Dean Witter) 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Research, Equities, Real Estate, Credit, Global Macro, Commodity Markets, Due Diligence, Infrastructure, Alternative Investments, Fund Of Funds, Hedge Funds, Endowment Funds, Family Office, Foundations, Pension Funds, SWF, Proprietary Trading, Private Equity, Venture Capital, CIOs, Risk Management, Financial Risk..., Marketing, Product Specialists, Business Development, International Investment, Management, Emerging Markets, Asia, Europe, Lecturing, Op-eds, Institutional..., Panel Moderator, Negotiation, Investments, Multi-family Investments, Chartered Financial..., MBA, Quantitative Investing, Fixed Income Strategies, Relative Value Trading, Public Relations, Seeding, Separately Managed..., Manager Selection, Thought Leadership, Leadership
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS), Economics
MJ Lupton's Protege Partners Experience September 2006 - February 2015
Job Executive Assistant at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management March 2015 - Present
OfficeNinjas August 2014 - Present
Protege Partners September 2006 - February 2015
Capital Market Risk Advisors January 2000 - June 2006
Gordian Group, LLC August 1997 - January 2000
Skills
Travel Arrangements, Executive..., Calendaring, Microsoft Office, Heavy Calendaring, Outlook, Executive Support, Office Administration, Office Management, Administrative..., Expense Management, Executive Calendar..., Calendars, Administrative..., Research, Executive Level..., Travel Planning, Administrative Office..., Investor Relations, High Level Of..., C-Level Executive..., Expense Reports, Adobe Acrobat, Meeting Scheduling, Diary Management, Photoshop, Volleyball, Non-profit Volunteer, Non-profit Leadership, Fund Of Funds
Education
Hunter College
BlueMountain Capital Management March 2015 - Present
OfficeNinjas August 2014 - Present
Protege Partners September 2006 - February 2015
Capital Market Risk Advisors January 2000 - June 2006
Gordian Group, LLC August 1997 - January 2000
Skills
Travel Arrangements, Executive..., Calendaring, Microsoft Office, Heavy Calendaring, Outlook, Executive Support, Office Administration, Office Management, Administrative..., Expense Management, Executive Calendar..., Calendars, Administrative..., Research, Executive Level..., Travel Planning, Administrative Office..., Investor Relations, High Level Of..., C-Level Executive..., Expense Reports, Adobe Acrobat, Meeting Scheduling, Diary Management, Photoshop, Volleyball, Non-profit Volunteer, Non-profit Leadership, Fund Of Funds
Education
Hunter College
Christopher Raia Christopher Raia's Protege Partners Experience March 2015 - Present
Job ASPN Sales Analyst at Protege Partners
Industry Financial Services
Experience
Protege Partners March 2015 - Present
MINDBODY, Inc. February 2014 - March 2015
Skills
Sales, Technology, Financial Technology, Hedge Funds, Alternative Investments, Fund Of Funds, SaaS, Microsoft Office, Salesforce.com, Marketing, Leadership
Education
Stony Brook University 2008 — 2013
Bachelor's Degree
Protege Partners March 2015 - Present
MINDBODY, Inc. February 2014 - March 2015
Skills
Sales, Technology, Financial Technology, Hedge Funds, Alternative Investments, Fund Of Funds, SaaS, Microsoft Office, Salesforce.com, Marketing, Leadership
Education
Stony Brook University 2008 — 2013
Bachelor's Degree
Anli Ji Anli Ji's Protege Partners Experience June 2015 - August 2015
Job Web Developer at Protege Partners
Industry Computer Software
Experience
Protege Partners June 2015 - August 2015
FM Global January 2014 - June 2014
Skills
C++, C#, Python, JavaScript, Visual Studio, Unity3D
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Science (BS), Computer Science
Nanjing Foreign Language School 2005 — 2011
High School, General Studies
Protege Partners June 2015 - August 2015
FM Global January 2014 - June 2014
Skills
C++, C#, Python, JavaScript, Visual Studio, Unity3D
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Science (BS), Computer Science
Nanjing Foreign Language School 2005 — 2011
High School, General Studies
Halsey Huth's Protege Partners Experience June 2013 - August 2013
Job Product Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - August 2015
Green Fin Apparel June 2011 - August 2014
Quality Brand Capital LLC May 2014 - July 2014
Protege Partners June 2013 - August 2013
Skills
Research, Financial Modeling, Marketing, Entrepreneurship, PowerPoint, Start-ups, Market Research, Creative Problem Solving, DCF Valuation, Marketing Strategy, Leadership, Microsoft Excel, Apparel, Photoshop, Market Analysis, Financial Analysis, Sales Presentations, Product Development, E-commerce, Retail, Online Advertising, New Business Development, Bloomberg Terminal, Illustrator, Investments, Team Management, Project Management
Education
Sewanee-The University of the South 2012 — 2016
Economics
Sewanee-The University of the South 2012 — 2016
Bachelor's degree, Economics, 3.66
St. George's School 2008 — 2012
OppenheimerFunds January 2015 - August 2015
Green Fin Apparel June 2011 - August 2014
Quality Brand Capital LLC May 2014 - July 2014
Protege Partners June 2013 - August 2013
Skills
Research, Financial Modeling, Marketing, Entrepreneurship, PowerPoint, Start-ups, Market Research, Creative Problem Solving, DCF Valuation, Marketing Strategy, Leadership, Microsoft Excel, Apparel, Photoshop, Market Analysis, Financial Analysis, Sales Presentations, Product Development, E-commerce, Retail, Online Advertising, New Business Development, Bloomberg Terminal, Illustrator, Investments, Team Management, Project Management
Education
Sewanee-The University of the South 2012 — 2016
Economics
Sewanee-The University of the South 2012 — 2016
Bachelor's degree, Economics, 3.66
St. George's School 2008 — 2012
Christopher Mayerfeld's Protege Partners Experience July 2011 - June 2013
Job JD/MBA Candidate at University of Pennsylvania
Industry Investment Management
Experience
Protege Partners July 2011 - June 2013
Education
University of Pennsylvania 2013 — 2016
JD/MBA
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Protege Partners July 2011 - June 2013
Education
University of Pennsylvania 2013 — 2016
JD/MBA
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Nicholas Liu's Protege Partners Experience December 2013 - Present
Job Senior Analyst at Protege Partners
Industry Financial Services
Experience
Protege Partners December 2013 - Present
Piper Jaffray June 2012 - November 2013
Georgetown University September 2008 - May 2012
Skills
Equity Research, Microsoft Excel, Bloomberg, Investments, Economics, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Due Diligence, Econometrics, Stata, Research, Mandarin, Development Economics
Education
The London School of Economics and Political Science (LSE)
General Course, Math and Economics
Georgetown University
Bachelor of Arts (B.A.), Economics and Mathematics
The Lawrenceville School
Protege Partners December 2013 - Present
Piper Jaffray June 2012 - November 2013
Georgetown University September 2008 - May 2012
Skills
Equity Research, Microsoft Excel, Bloomberg, Investments, Economics, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Due Diligence, Econometrics, Stata, Research, Mandarin, Development Economics
Education
The London School of Economics and Political Science (LSE)
General Course, Math and Economics
Georgetown University
Bachelor of Arts (B.A.), Economics and Mathematics
The Lawrenceville School
Lindsay Pinzino's Protege Partners Experience July 2012 - August 2013
Job Compliance and Corporate Operations Professional
Industry Financial Services
Experience
Northwood Investors LLC March 2014 - Present
Protege Partners July 2012 - August 2013
Lyster Watson & Company February 2000 - July 2012
Skills
Alternative Investments, Fund Of Funds, Investment Advisory, FINRA, Financial Regulation, Broker-Dealer, Asset Allocation, Corporate Finance, Corporate Governance, Finance, Human Resources, Insurance, SEC filings, Private Equity, Mutual Funds
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA)
Northwood Investors LLC March 2014 - Present
Protege Partners July 2012 - August 2013
Lyster Watson & Company February 2000 - July 2012
Skills
Alternative Investments, Fund Of Funds, Investment Advisory, FINRA, Financial Regulation, Broker-Dealer, Asset Allocation, Corporate Finance, Corporate Governance, Finance, Human Resources, Insurance, SEC filings, Private Equity, Mutual Funds
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA)
William Reed's Protege Partners Experience February 2006 - May 2006
Job CRE Private Equity Investments
Industry Investment Management
Experience
ParkStone Capital June 2013 - Present
Cushman & Wakefield May 2011 - May 2013
Sustainable Development Capital March 2009 - May 2011
Citigroup 2006 - March 2009
Protege Partners February 2006 - May 2006
University of Colorado August 2005 - December 2005
Stryker June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, Real Estate, Corporate Finance, Mergers & Acquisitions, Trading, CMBS, Alternative Investments, Financial Structuring, Private Equity/Venture..., Distressed Debt
Education
New York University
Master's Degree, Finance Concentration Real Estate - 3.9 GPA
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree, Finance and Accounting
Don Bosco Preparatory High School
ParkStone Capital June 2013 - Present
Cushman & Wakefield May 2011 - May 2013
Sustainable Development Capital March 2009 - May 2011
Citigroup 2006 - March 2009
Protege Partners February 2006 - May 2006
University of Colorado August 2005 - December 2005
Stryker June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, Real Estate, Corporate Finance, Mergers & Acquisitions, Trading, CMBS, Alternative Investments, Financial Structuring, Private Equity/Venture..., Distressed Debt
Education
New York University
Master's Degree, Finance Concentration Real Estate - 3.9 GPA
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree, Finance and Accounting
Don Bosco Preparatory High School
Nisha Deshmukh's Protege Partners Experience April 2014 - Present
Job Vice President, Business Development & Investor Relations at Protege Partners
Industry Investment Management
Experience
Protege Partners April 2014 - Present
Protege Partners January 2010 - April 2014
The New York City Law Department September 2007 - December 2009
Education
Emory University School of Law 2004 — 2007
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Protege Partners April 2014 - Present
Protege Partners January 2010 - April 2014
The New York City Law Department September 2007 - December 2009
Education
Emory University School of Law 2004 — 2007
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Barry Wintner's Protege Partners Experience March 2008 - August 2013
Job Managing Director at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. September 2013 - November 2014
Protege Partners March 2008 - August 2013
Asset Alliance Corporation May 2000 - February 2008
GES Exposition Services 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Capital Markets, Investments, Fixed Income, Private Equity, Portfolio Management, Bloomberg
Education
Cornell University 1992 — 1994
MBA, Finance
University of Pennsylvania 1984 — 1988
Bachelor of Arts (B.A.), Physics
Cardozo High School
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. September 2013 - November 2014
Protege Partners March 2008 - August 2013
Asset Alliance Corporation May 2000 - February 2008
GES Exposition Services 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Capital Markets, Investments, Fixed Income, Private Equity, Portfolio Management, Bloomberg
Education
Cornell University 1992 — 1994
MBA, Finance
University of Pennsylvania 1984 — 1988
Bachelor of Arts (B.A.), Physics
Cardozo High School
Trish (Bissett) Higgins's Protege Partners Experience July 2007 - July 2011
Job Partner, Chenmark Capital Management
Industry Investment Management
Experience
Chenmark Capital Management, LLC May 2015 - Present
AQR Capital Management July 2013 - May 2015
Protege Partners July 2007 - July 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2003 — 2007
BA
Chenmark Capital Management, LLC May 2015 - Present
AQR Capital Management July 2013 - May 2015
Protege Partners July 2007 - July 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2003 — 2007
BA
Michael Barron's Protege Partners Experience June 2012 - Present
Job Head of Research at Protege Partners
Industry Investment Management
Experience
Protege Partners June 2012 - Present
Revere Capital Advisors September 2010 - June 2012
Align Advisers January 2010 - September 2010
Uhuru Capital Management December 2008 - December 2009
Rocaton Investment Advisors June 2004 - November 2008
Education
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science, Finance - Minor in Economics
Protege Partners June 2012 - Present
Revere Capital Advisors September 2010 - June 2012
Align Advisers January 2010 - September 2010
Uhuru Capital Management December 2008 - December 2009
Rocaton Investment Advisors June 2004 - November 2008
Education
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science, Finance - Minor in Economics
Jarod Riley's Protege Partners Experience February 2008 - November 2012
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services July 2013 - Present
Protege Partners February 2008 - November 2012
Asset Alliance Corporation and Hedge Harbor 2002 - 2008
PricewaterhouseCoopers 1997 - 2002
Skills
Fund Of Funds, Hedge Funds, Fund Accounting, Alternative Investments, Private Equity, Fund Administration, Equities, Operational Due..., Asset Management, Bloomberg, Investor Relations, Valuation, Derivatives, Fixed Income, Investments, Due Diligence, Investment Management, SEC filings, Capital Markets, Options, Financial Modeling
Education
Pace University 1992 — 1997
Bachelor of Business Administration (BBA), Accounting, 3.3
Pace University 1992 — 1996
Master of Business Administration (MBA), Accounting, 3.3
Conifer Financial Services July 2013 - Present
Protege Partners February 2008 - November 2012
Asset Alliance Corporation and Hedge Harbor 2002 - 2008
PricewaterhouseCoopers 1997 - 2002
Skills
Fund Of Funds, Hedge Funds, Fund Accounting, Alternative Investments, Private Equity, Fund Administration, Equities, Operational Due..., Asset Management, Bloomberg, Investor Relations, Valuation, Derivatives, Fixed Income, Investments, Due Diligence, Investment Management, SEC filings, Capital Markets, Options, Financial Modeling
Education
Pace University 1992 — 1997
Bachelor of Business Administration (BBA), Accounting, 3.3
Pace University 1992 — 1996
Master of Business Administration (MBA), Accounting, 3.3
Samantha Singh's Protege Partners Experience April 2009 - Present
Job Vice President Operational Due Diligence at Protege Partners
Industry Investment Management
Experience
Protege Partners April 2009 - Present
Protege Partners April 2004 - April 2009
Sam C Spa January 2001 - May 2003
Dr. Margolin's Wellness Spa May 1995 - January 2001
Ananda April 1992 - May 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment
Education
American Academy of Dramatic Arts 1985 — 1987
Associate
Protege Partners April 2009 - Present
Protege Partners April 2004 - April 2009
Sam C Spa January 2001 - May 2003
Dr. Margolin's Wellness Spa May 1995 - January 2001
Ananda April 1992 - May 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment
Education
American Academy of Dramatic Arts 1985 — 1987
Associate
Joseph Grogan's Protege Partners Experience June 2008 - June 2011
Job Chief Compliance Officer at Claren Road
Industry Financial Services
Experience
Claren Road July 2011 - Present
Protege Partners June 2008 - June 2011
Credit Suisse October 2004 - June 2008
Education
Fordham Gabelli School of Business 2007 — 2011
MBA
Franklin & Marshall College 1999 — 2003
BA
RFH
Claren Road July 2011 - Present
Protege Partners June 2008 - June 2011
Credit Suisse October 2004 - June 2008
Education
Fordham Gabelli School of Business 2007 — 2011
MBA
Franklin & Marshall College 1999 — 2003
BA
RFH
Cory Chestman's Protege Partners Experience April 2015 - Present
Job Protege Partners
Industry Financial Services
Experience
Protege Partners April 2015 - Present
Ian Schrager Company October 2014 - March 2015
Town and Country Realty January 2013 - August 2014
Coldwell Banker May 2010 - December 2012
Zimmerman Advertising June 2008 - March 2009
Skills
Real Estate, Sellers, Investment Properties, Marketing, Sales, Negotiation, Social Media, Advertising, Customer Service, Microsoft Office, Microsoft Excel, Foreclosures, Condos, Short Sales, Listings, Residential Homes, Single Family Homes, Real Estate Transactions, Selling, First Time Home Buyers, Relocation, Investors, REO, Contract Negotiation, Luxury, New Home Sales, Referrals, Rentals, Townhomes, Property, Social Media Marketing, Investments, Real Estate License, Marketing Strategy, Home Staging, Buyers, Relocation Buyers, Leases, Online Marketing, Apartments, Land Acquisition, Luxury Lifestyle, Luxury Homes
Education
Gold Coast 2007 — 2010
Real Estate License and Mortgage License, Real Estate Sales Association and Mortgage Broker
University of Maryland College Park 2004 — 2008
BA, History, Concentration in European History
Protege Partners April 2015 - Present
Ian Schrager Company October 2014 - March 2015
Town and Country Realty January 2013 - August 2014
Coldwell Banker May 2010 - December 2012
Zimmerman Advertising June 2008 - March 2009
Skills
Real Estate, Sellers, Investment Properties, Marketing, Sales, Negotiation, Social Media, Advertising, Customer Service, Microsoft Office, Microsoft Excel, Foreclosures, Condos, Short Sales, Listings, Residential Homes, Single Family Homes, Real Estate Transactions, Selling, First Time Home Buyers, Relocation, Investors, REO, Contract Negotiation, Luxury, New Home Sales, Referrals, Rentals, Townhomes, Property, Social Media Marketing, Investments, Real Estate License, Marketing Strategy, Home Staging, Buyers, Relocation Buyers, Leases, Online Marketing, Apartments, Land Acquisition, Luxury Lifestyle, Luxury Homes
Education
Gold Coast 2007 — 2010
Real Estate License and Mortgage License, Real Estate Sales Association and Mortgage Broker
University of Maryland College Park 2004 — 2008
BA, History, Concentration in European History
Molly Pierce's Protege Partners Experience October 2011 - Present
Job Investor Relations at Protege Partners
Industry Financial Services
Experience
Protege Partners October 2011 - Present
Prespoint Capital January 2010 - August 2011
Bellman Walter January 2009 - January 2010
BNY Mellon October 2006 - October 2008
Education
Dartmouth College 2002 — 2006
BA, History
Protege Partners October 2011 - Present
Prespoint Capital January 2010 - August 2011
Bellman Walter January 2009 - January 2010
BNY Mellon October 2006 - October 2008
Education
Dartmouth College 2002 — 2006
BA, History
Lindsey Cara's Protege Partners Experience April 2014 - Present
Job Senior associate at Protege Partners
Industry Law Practice
Experience
Protege Partners April 2014 - Present
Sidley Austin LLP 2009 - April 2014
Education
Northwestern University School of Law 2006 — 2009
JD
Bucknell University 2001 — 2005
BA
Protege Partners April 2014 - Present
Sidley Austin LLP 2009 - April 2014
Education
Northwestern University School of Law 2006 — 2009
JD
Bucknell University 2001 — 2005
BA
David Vul's Protege Partners Experience October 2002 - May 2004
Job Sr. Software and Quantitative Developer
Industry Banking
Experience
Self Employed August 2013 - Present
Federal Home Loan Bank of San Francisco September 2004 - May 2013
Protege Partners October 2002 - May 2004
Merrill Lynch August 2000 - July 2002
Hewlett-Packard November 1999 - July 2000
PG&E Energy Services September 1997 - October 1999
Skills
Trading Systems, Fixed Income, Bloomberg, C#, PL/SQL, Capital Markets, Business Analysis, Java, JavaScript, .NET, Oracle, VBA, Calypso, Microsoft SQL Server, Interest Rate..., Market Data, Valuation, Reuters, Portfolio Management, R, Financial Risk..., Options, Requirements Gathering, Trading, FX Options, Risk Management, Market Risk, Hedge Funds, SQL
Education
New York Institute of Finance, New York, NY.
Certificate in Fixed Income Market
Academy of Science, USSR, Kiev
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Master's degree, Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Bachelor's degree, Computer Science
Self Employed August 2013 - Present
Federal Home Loan Bank of San Francisco September 2004 - May 2013
Protege Partners October 2002 - May 2004
Merrill Lynch August 2000 - July 2002
Hewlett-Packard November 1999 - July 2000
PG&E Energy Services September 1997 - October 1999
Skills
Trading Systems, Fixed Income, Bloomberg, C#, PL/SQL, Capital Markets, Business Analysis, Java, JavaScript, .NET, Oracle, VBA, Calypso, Microsoft SQL Server, Interest Rate..., Market Data, Valuation, Reuters, Portfolio Management, R, Financial Risk..., Options, Requirements Gathering, Trading, FX Options, Risk Management, Market Risk, Hedge Funds, SQL
Education
New York Institute of Finance, New York, NY.
Certificate in Fixed Income Market
Academy of Science, USSR, Kiev
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Master's degree, Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Bachelor's degree, Computer Science
Kevin Hite's Protege Partners Experience September 2010 - October 2013
Job Director, Hedge Fund Investments at Willett Advisors
Industry Investment Management
Experience
Willett Advisors October 2013 - Present
Protege Partners September 2010 - October 2013
3G Capital 2008 - 2010
Citadel Alternative Asset Management 2007 - 2008
UBS Alternative Investment Group June 1999 - March 2007
Education
Cornell University 1994 — 1998
BS, Applied Economics & Business Mgmt
Willett Advisors October 2013 - Present
Protege Partners September 2010 - October 2013
3G Capital 2008 - 2010
Citadel Alternative Asset Management 2007 - 2008
UBS Alternative Investment Group June 1999 - March 2007
Education
Cornell University 1994 — 1998
BS, Applied Economics & Business Mgmt