Pyramis Global Advisors
Description
Address: 900 Salem St, Smithfield, RI 02917 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 343-8736: : : Place name: : Category: : : Website: Website: https://pyramis.fidelity.com/ Category: Investment service 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. 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 Pyramis Global Advisors LLC Posting publicly on the Web Write a review Reviews 1 Google review
Pyramis Global Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pyramis Global Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pyramis Global Advisors Employees
Employee
Years
Job
Industry
Danielle Palmer Danielle Palmer's Pyramis Global Advisors Experience September 2009 - October 2011
Job Administrative Assistant
Industry Financial Services
Experience
Covidien October 2011 - Present
Pyramis Global Advisors September 2009 - October 2011
Russell Reynolds Associates November 2005 - September 2009
Goodwin Procter LLP August 1998 - November 2005
Skills
Human Resources, Temporary Placement, Outlook, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Workshop Facilitation, Visio, File Management, Microsoft Word, Time Management, Research, Accounting, Talent Management, PeopleSoft, Employee Relations, Recruiting, Office Management, Onboarding, Team Building, Interviews, Talent Acquisition, Workforce Planning, Sourcing, Personnel Management
Education
Curry College 2005 — 2009
BA, Business Administration and Management, General
Covidien October 2011 - Present
Pyramis Global Advisors September 2009 - October 2011
Russell Reynolds Associates November 2005 - September 2009
Goodwin Procter LLP August 1998 - November 2005
Skills
Human Resources, Temporary Placement, Outlook, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Workshop Facilitation, Visio, File Management, Microsoft Word, Time Management, Research, Accounting, Talent Management, PeopleSoft, Employee Relations, Recruiting, Office Management, Onboarding, Team Building, Interviews, Talent Acquisition, Workforce Planning, Sourcing, Personnel Management
Education
Curry College 2005 — 2009
BA, Business Administration and Management, General
Chuck McDevitt Chuck McDevitt's Pyramis Global Advisors Experience 2010 - 2012
Job Executive Vice President at GreatWest Lifeco U.S.
Industry Financial Services
Experience
Great-West Lifeco U.S. July 2014 - Present
Fidelity Investments 2013 - July 2014
Pyramis Global Advisors 2010 - 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Geode Capital Management 2003 - 2006
Fidelity Investments 1998 - 2003
Sapient 1995 - 1996
KPMG 1990 - 1995
US Army 1986 - 1990
Education
Rensselaer Polytechnic Institute 1982 — 1986
Great-West Lifeco U.S. July 2014 - Present
Fidelity Investments 2013 - July 2014
Pyramis Global Advisors 2010 - 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2006 - 2008
Geode Capital Management 2003 - 2006
Fidelity Investments 1998 - 2003
Sapient 1995 - 1996
KPMG 1990 - 1995
US Army 1986 - 1990
Education
Rensselaer Polytechnic Institute 1982 — 1986
Emily Coutu Emily Coutu's Pyramis Global Advisors Experience June 2009 - February 2010
Job Associate College Relations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Providence CityArts for Youth 2013 - 2014
Sensata Technologies July 2010 - December 2010
March of Dimes October 2008 - May 2010
Bryant University September 2006 - May 2010
Elizabeth's Shoppe October 2003 - May 2010
Pyramis Global Advisors June 2009 - February 2010
Trinity Repertory Company February 2009 - May 2009
WaterFire Providence September 2008 - January 2009
Bryant University May 2008 - September 2008
Skills
Microsoft Excel, Event Planning, Employee Benefits, Public Relations, Marketing, Leadership, Fundraising, Management, Customer Service, Marketing Management, Teamwork, Microsoft Office, Public Speaking, Sales, Time Management, Event Management
Education
University of Rhode Island 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2006 — 2010
BSBA, Marketing/Management
Fidelity Investments January 2011 - Present
Providence CityArts for Youth 2013 - 2014
Sensata Technologies July 2010 - December 2010
March of Dimes October 2008 - May 2010
Bryant University September 2006 - May 2010
Elizabeth's Shoppe October 2003 - May 2010
Pyramis Global Advisors June 2009 - February 2010
Trinity Repertory Company February 2009 - May 2009
WaterFire Providence September 2008 - January 2009
Bryant University May 2008 - September 2008
Skills
Microsoft Excel, Event Planning, Employee Benefits, Public Relations, Marketing, Leadership, Fundraising, Management, Customer Service, Marketing Management, Teamwork, Microsoft Office, Public Speaking, Sales, Time Management, Event Management
Education
University of Rhode Island 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2006 — 2010
BSBA, Marketing/Management
Edward Paik Edward Paik's Pyramis Global Advisors Experience February 2007 - Present
Job Equity Research Analyst at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors February 2007 - Present
Skills
Equity Research, Institutional..., Financial Analysis, Research, Budgets, English, Public Speaking, Strategic Planning, Microsoft Office, Teaching, Accounting, Master Scheduling, Golf Statistics, Golf Management, Equities, Asset Management, Bloomberg, Capital Markets, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Science (BS), Mining Engineering
Washington University in St. Louis
Master of Science (MS), Engineering Management
Pyramis Global Advisors February 2007 - Present
Skills
Equity Research, Institutional..., Financial Analysis, Research, Budgets, English, Public Speaking, Strategic Planning, Microsoft Office, Teaching, Accounting, Master Scheduling, Golf Statistics, Golf Management, Equities, Asset Management, Bloomberg, Capital Markets, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Science (BS), Mining Engineering
Washington University in St. Louis
Master of Science (MS), Engineering Management
Victoria Tuite's Pyramis Global Advisors Experience May 2012 - October 2012
Job Operations Analyst at EverQuote
Industry Nanotechnology
Experience
EverQuote April 2015 - Present
Aspen Aerogels April 2013 - April 2015
Bentley University September 2010 - December 2012
Pyramis Global Advisors May 2012 - October 2012
Cabot Corporation April 2011 - August 2011
Worcester Polytechnic Institute August 2009 - May 2010
Next Generation Children's Centers November 2007 - June 2009
Skills
Problem Solving, Problem Analysis, Microsoft Technologies, SAP, Mathematical Analysis, Microsoft Excel, Visio, SharePoint, SharePoint Designer, Matlab, OBI
Education
Bentley University 2009 — 2012
Bachelors of Science, Finance & Mathematical Sciences
Worcester Polytechnic Institute 2009 — 2010
EverQuote April 2015 - Present
Aspen Aerogels April 2013 - April 2015
Bentley University September 2010 - December 2012
Pyramis Global Advisors May 2012 - October 2012
Cabot Corporation April 2011 - August 2011
Worcester Polytechnic Institute August 2009 - May 2010
Next Generation Children's Centers November 2007 - June 2009
Skills
Problem Solving, Problem Analysis, Microsoft Technologies, SAP, Mathematical Analysis, Microsoft Excel, Visio, SharePoint, SharePoint Designer, Matlab, OBI
Education
Bentley University 2009 — 2012
Bachelors of Science, Finance & Mathematical Sciences
Worcester Polytechnic Institute 2009 — 2010
Chris Kelley's Pyramis Global Advisors Experience March 2009 - October 2013
Job International Securities Trader at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors March 2015 - Present
Harvard Management Company November 2013 - January 2015
Pyramis Global Advisors March 2009 - October 2013
The Boston Company Asset Management, LLC August 2007 - January 2009
Skills
Hedge Funds, Series 7, Fixed Income, Alternative Investments, Series 63, Asset Management, Portfolio Management, Mutual Funds, Options, Derivatives, Equities, ETFs, Equity Research, Equity Trading, FINRA
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Investment Management
Bridgewater State College
Bachelor of Science, Economics
Wasatch Advisors March 2015 - Present
Harvard Management Company November 2013 - January 2015
Pyramis Global Advisors March 2009 - October 2013
The Boston Company Asset Management, LLC August 2007 - January 2009
Skills
Hedge Funds, Series 7, Fixed Income, Alternative Investments, Series 63, Asset Management, Portfolio Management, Mutual Funds, Options, Derivatives, Equities, ETFs, Equity Research, Equity Trading, FINRA
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Investment Management
Bridgewater State College
Bachelor of Science, Economics
Bill Hare Bill Hare's Pyramis Global Advisors Experience January 2007 - July 2010
Job Salesforce Administrator / Consultant at AssureClick
Industry Computer Software
Experience
AssureClick August 2015 - Present
Courion Corporation December 2014 - February 2015
Doble Engineering Company July 2014 - November 2014
Fleetmatics November 2013 - April 2014
Mimio September 2011 - November 2013
Northeastern University - College of Professional Studies May 2011 - July 2011
Bain Capital November 2010 - June 2011
Pyramis Global Advisors January 2007 - July 2010
Fidelity Investments June 1998 - December 2006
Stream International 1995 - 1998
Skills
Salesforce.com, Crystal Reports, Databases, SaaS, Customer Relations, Data Analysis, Requirements Analysis, Data Quality, Cloud Computing, CRM, Analytics, Data Migration, Disaster Recovery, Technical Support, Business Analysis, Customer Service, SharePoint, Leadership, Management, Process Improvement, Access, Training, Software Project..., SDLC, Business Intelligence, Integration, Consulting
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Saint Anselm College 1984 — 1988
BA, Political Science
St. Joseph High School 1980 — 1984
High School Diploma, college prep
AssureClick August 2015 - Present
Courion Corporation December 2014 - February 2015
Doble Engineering Company July 2014 - November 2014
Fleetmatics November 2013 - April 2014
Mimio September 2011 - November 2013
Northeastern University - College of Professional Studies May 2011 - July 2011
Bain Capital November 2010 - June 2011
Pyramis Global Advisors January 2007 - July 2010
Fidelity Investments June 1998 - December 2006
Stream International 1995 - 1998
Skills
Salesforce.com, Crystal Reports, Databases, SaaS, Customer Relations, Data Analysis, Requirements Analysis, Data Quality, Cloud Computing, CRM, Analytics, Data Migration, Disaster Recovery, Technical Support, Business Analysis, Customer Service, SharePoint, Leadership, Management, Process Improvement, Access, Training, Software Project..., SDLC, Business Intelligence, Integration, Consulting
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Saint Anselm College 1984 — 1988
BA, Political Science
St. Joseph High School 1980 — 1984
High School Diploma, college prep
Priscilla Wojcik Priscilla Wojcik's Pyramis Global Advisors Experience September 2015 - Present
Job Compliance Director at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 1992 - March 2011
Fidelity Investments 1989 - 1992
Skills
SEC, FINRA, Training, Broker/Dealer..., Internal Controls, Policies and Procedures, Risk Assessment, Financial Services, Mutual Funds, Social Media, Mobile Devices
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Pyramis Global Advisors September 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 1992 - March 2011
Fidelity Investments 1989 - 1992
Skills
SEC, FINRA, Training, Broker/Dealer..., Internal Controls, Policies and Procedures, Risk Assessment, Financial Services, Mutual Funds, Social Media, Mobile Devices
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
James Ferry James Ferry's Pyramis Global Advisors Experience 2013 - 2013
Job Analyst at Volition Capital
Industry Venture Capital & Private Equity
Experience
Volition Capital 2014 - Present
Pyramis Global Advisors 2013 - 2013
Gridiron Capital, LLC 2012 - 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Access, Facebook, Social Networking, Capital IQ, PRVit Express, Twitter
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Finance, Top Finance Student in Class
Cumberland High School 2006 — 2010
High School
Volition Capital 2014 - Present
Pyramis Global Advisors 2013 - 2013
Gridiron Capital, LLC 2012 - 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Access, Facebook, Social Networking, Capital IQ, PRVit Express, Twitter
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Finance, Top Finance Student in Class
Cumberland High School 2006 — 2010
High School
David Lachapelle David Lachapelle's Pyramis Global Advisors Experience October 2008 - February 2011
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments February 2011 - November 2012
Pyramis Global Advisors October 2008 - February 2011
Fidelity Investments August 2005 - October 2008
Skills
Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Relational Databases, Access Database, VBA, SQL, Client Relations Skills
Education
Stonehill College 2001 — 2005
Bachelor's Degree, Finance and Economics
Fidelity Investments November 2012 - Present
Fidelity Investments February 2011 - November 2012
Pyramis Global Advisors October 2008 - February 2011
Fidelity Investments August 2005 - October 2008
Skills
Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Relational Databases, Access Database, VBA, SQL, Client Relations Skills
Education
Stonehill College 2001 — 2005
Bachelor's Degree, Finance and Economics
Patrick DeMayo Patrick DeMayo's Pyramis Global Advisors Experience 2005 - 2007
Job Consultant Relations Manager at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed May 2015 - Present
HIMCO September 2008 - May 2015
Pyramis Global Advisors 2005 - 2007
Pyramis Global Advisors 1998 - 2005
Watson Wyatt Investment Consulting 1996 - 1998
Education
Villanova University
Bachelor of Science (BS), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Waddell & Reed May 2015 - Present
HIMCO September 2008 - May 2015
Pyramis Global Advisors 2005 - 2007
Pyramis Global Advisors 1998 - 2005
Watson Wyatt Investment Consulting 1996 - 1998
Education
Villanova University
Bachelor of Science (BS), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Bryan Poston Bryan Poston's Pyramis Global Advisors Experience April 2014 - Present
Job Analyst Market and Business Intelligence Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors April 2014 - Present
URI Academic Enhancement Center September 2011 - May 2014
Pyramis Global Advisors May 2013 - August 2013
URI Ram Fund September 2012 - May 2013
GTECH Corporation May 2011 - April 2013
Boy Scouts of America June 2006 - June 2011
Youth Staff Development Course July 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAP BW, Pivot Tables, Financial Analysis, SAP BPC, Financial Reporting
Education
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Passed Level 1 of the CFA Exam
Pyramis Global Advisors April 2014 - Present
URI Academic Enhancement Center September 2011 - May 2014
Pyramis Global Advisors May 2013 - August 2013
URI Ram Fund September 2012 - May 2013
GTECH Corporation May 2011 - April 2013
Boy Scouts of America June 2006 - June 2011
Youth Staff Development Course July 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAP BW, Pivot Tables, Financial Analysis, SAP BPC, Financial Reporting
Education
University of Rhode Island - College of Business Administration 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Passed Level 1 of the CFA Exam
Liz Carney Liz Carney's Pyramis Global Advisors Experience May 2008 - August 2008
Job Community Manager at AvalonBay Communities
Industry Marketing and Advertising
Experience
AvalonBay Communities March 2014 - Present
AvalonBay Communities May 2012 - March 2014
AvalonBay Communities August 2009 - May 2012
Pyramis Global Advisors May 2008 - August 2008
Skills
Social Media Marketing, Facebook, Marketing, Social Media, Sales, Training
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
AvalonBay Communities March 2014 - Present
AvalonBay Communities May 2012 - March 2014
AvalonBay Communities August 2009 - May 2012
Pyramis Global Advisors May 2008 - August 2008
Skills
Social Media Marketing, Facebook, Marketing, Social Media, Sales, Training
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Matthew Whitbread, CFA, CAIA, FRM's Pyramis Global Advisors Experience March 2006 - August 2008
Job Investment Manager at Baring Asset Management
Industry Financial Services
Experience
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Brian Clay Brian Clay's Pyramis Global Advisors Experience September 2006 - Present
Job Business Intelligence Solutions / Principle Software Engineer at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2006 - Present
Computer Sciences Corporation January 2005 - September 2006
Infor Enterprise Software Solutions January 2004 - January 2005
Covansys January 2001 - January 2004
Collaborative Structures Inc. August 1997 - January 2001
Skills
ETL, Informatica, Agile, Business Intelligence, Enterprise Architecture, OBIEE, Business Analysis, SOA, J2EE, Java, XML, Spring, SQL, JDBC, Hibernate, JSP, Visio, Ant, JUnit, Software Development, PL/SQL, Scalability, UML, Object Oriented Design, Servlets, Oracle BPEL, Data Marts, Agile Methodologies, Architecture, Databases, Oracle, Architectures, Financial Reporting, Java Enterprise Edition
Education
University of Rhode Island 1991 — 1997
BA, English
Pyramis Global Advisors September 2006 - Present
Computer Sciences Corporation January 2005 - September 2006
Infor Enterprise Software Solutions January 2004 - January 2005
Covansys January 2001 - January 2004
Collaborative Structures Inc. August 1997 - January 2001
Skills
ETL, Informatica, Agile, Business Intelligence, Enterprise Architecture, OBIEE, Business Analysis, SOA, J2EE, Java, XML, Spring, SQL, JDBC, Hibernate, JSP, Visio, Ant, JUnit, Software Development, PL/SQL, Scalability, UML, Object Oriented Design, Servlets, Oracle BPEL, Data Marts, Agile Methodologies, Architecture, Databases, Oracle, Architectures, Financial Reporting, Java Enterprise Edition
Education
University of Rhode Island 1991 — 1997
BA, English
Derek Romano Derek Romano's Pyramis Global Advisors Experience December 2014 - Present
Job Senior Account Executive, International Accounts
Industry Financial Services
Experience
Pyramis Global Advisors December 2014 - Present
Stone Coast Fund Services August 2012 - November 2014
The Baupost Group February 2009 - May 2012
Pyramis Global Advisors, Fidelity Investments June 2005 - January 2009
Pyramis Global Advisors, Fidelity Investments November 2000 - June 2005
Pyramis Global Advisors, Fidelity Investments February 1999 - October 2000
Pyramis Global Advisors, Fidelity Investments March 1997 - January 1999
Skills
Client Services, Building Relationships, Reliable, Attention To Detail, Resourceful, Energetic, Organizing, Meeting Deadlines, Account Management, Hedge Funds, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
B.A., Public Policy Economics
Pyramis Global Advisors December 2014 - Present
Stone Coast Fund Services August 2012 - November 2014
The Baupost Group February 2009 - May 2012
Pyramis Global Advisors, Fidelity Investments June 2005 - January 2009
Pyramis Global Advisors, Fidelity Investments November 2000 - June 2005
Pyramis Global Advisors, Fidelity Investments February 1999 - October 2000
Pyramis Global Advisors, Fidelity Investments March 1997 - January 1999
Skills
Client Services, Building Relationships, Reliable, Attention To Detail, Resourceful, Energetic, Organizing, Meeting Deadlines, Account Management, Hedge Funds, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
B.A., Public Policy Economics
Erick Anderson Erick Anderson's Pyramis Global Advisors Experience June 2006 - Present
Job Principal Software Engineer at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors June 2006 - Present
CSC December 2003 - June 2006
ADC May 1996 - December 2003
Skills
Agile Methodologies, SQL, Enterprise Architecture, XML, Web Services, SOA, SDLC, Architecture, Database Design, Business Analysis, Databases, Spring, Tomcat, Ant, Java, Struts, Java Enterprise Edition, SharePoint, Perl, C#, PL/SQL, Oracle, Unix, Microsoft SQL Server, Software Development, JUnit, JSP, Servlets, JDBC, Software Project..., Requirements Analysis, Data Warehousing, ETL, JavaScript, ASP.NET, Spring Framework
Education
University of New Haven
Masters, Computer and Information Science
Pyramis Global Advisors June 2006 - Present
CSC December 2003 - June 2006
ADC May 1996 - December 2003
Skills
Agile Methodologies, SQL, Enterprise Architecture, XML, Web Services, SOA, SDLC, Architecture, Database Design, Business Analysis, Databases, Spring, Tomcat, Ant, Java, Struts, Java Enterprise Edition, SharePoint, Perl, C#, PL/SQL, Oracle, Unix, Microsoft SQL Server, Software Development, JUnit, JSP, Servlets, JDBC, Software Project..., Requirements Analysis, Data Warehousing, ETL, JavaScript, ASP.NET, Spring Framework
Education
University of New Haven
Masters, Computer and Information Science
Kyle Betty Kyle Betty's Pyramis Global Advisors Experience 2003 - 2006
Job Managing Director, Investor Relations at Sankaty Advisors (Bain Capital)
Industry Investment Management
Experience
Sankaty Advisors (Bain Capital) June 2007 - Present
Pyramis Global Advisors 2003 - 2006
Loomis, Sayles & Company August 1997 - November 2003
Skills
Hedge Funds, Equities, Asset Managment, Series 7, Investments, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Series 63, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Valuation, Equity Research, Securities, Financial Analysis, Asset Management, Investor Relations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
M.B.A, Finance
Gettysburg College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Sankaty Advisors (Bain Capital) June 2007 - Present
Pyramis Global Advisors 2003 - 2006
Loomis, Sayles & Company August 1997 - November 2003
Skills
Hedge Funds, Equities, Asset Managment, Series 7, Investments, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Series 63, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Valuation, Equity Research, Securities, Financial Analysis, Asset Management, Investor Relations
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
M.B.A, Finance
Gettysburg College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Kristin Borowski's Pyramis Global Advisors Experience June 2008 - September 2012
Job Business Analyst Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments March 2014 - Present
State Street September 2012 - February 2014
Pyramis Global Advisors June 2008 - September 2012
Fidelity Investments June 2007 - June 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2006 - September 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments November 2003 - April 2005
Skills
Spinning Certified, Six Sigma Training, FINRA, Program Management, Financial Services, Mutual Funds, Training, 401k, Relationship Management, Hedge Funds, Asset Managment, Business Analysis, Process Improvement, Risk Management, Retirement, Microsoft Excel, PowerPoint, Visio, Access, Asset Management, AML, Anti Money Laundering, Financial Risk, Management, Banking
Education
Clark University 2002 — 2004
Master of Science, Communication; Marketing
Clark University 1998 — 2002
Bachelor of Arts, Sociology; Urban Development and Social Change
Fidelity Investments March 2014 - Present
State Street September 2012 - February 2014
Pyramis Global Advisors June 2008 - September 2012
Fidelity Investments June 2007 - June 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2006 - September 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments November 2003 - April 2005
Skills
Spinning Certified, Six Sigma Training, FINRA, Program Management, Financial Services, Mutual Funds, Training, 401k, Relationship Management, Hedge Funds, Asset Managment, Business Analysis, Process Improvement, Risk Management, Retirement, Microsoft Excel, PowerPoint, Visio, Access, Asset Management, AML, Anti Money Laundering, Financial Risk, Management, Banking
Education
Clark University 2002 — 2004
Master of Science, Communication; Marketing
Clark University 1998 — 2002
Bachelor of Arts, Sociology; Urban Development and Social Change
Matthew Dattilo's Pyramis Global Advisors Experience April 2010 - May 2010
Job Internal Sales Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
Fidelity Investments May 2014 - August 2014
Mountain Sky Guest Ranch April 2013 - August 2013
Nashawtuc Country Club May 2011 - August 2011
Pyramis Global Advisors April 2010 - May 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Public Relations, Public Speaking, Research
Education
Elon University 2010 — 2014
BSBA, Finance, General
State Street Global Advisors January 2015 - Present
Fidelity Investments May 2014 - August 2014
Mountain Sky Guest Ranch April 2013 - August 2013
Nashawtuc Country Club May 2011 - August 2011
Pyramis Global Advisors April 2010 - May 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Public Relations, Public Speaking, Research
Education
Elon University 2010 — 2014
BSBA, Finance, General
Vince Rivers Vince Rivers's Pyramis Global Advisors Experience March 2006 - 2013
Job Senior Portfolio Manager at J O Hambro Capital Management
Industry Investment Management
Experience
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
Peter Clements Peter Clements's Pyramis Global Advisors Experience April 2005 - September 2007
Job Senior Regional Vice President National Accounts at Columbia Management
Industry Investment Management
Experience
Columbia Management January 2014 - Present
Fidelity Investments September 2007 - September 2013
Pyramis Global Advisors April 2005 - September 2007
Fidelity Investments April 1997 - October 2005
Federated Investors, Inc. January 1991 - March 1994
Skills
Asset Allocation, Investments, Retirement Planning, Investment Strategies, Wealth Management, Fixed Income, Alternative Investments, Financial Services, Equities, Investment Advisory, Portfolio Management, Series 7, Series 63, Health Insurance, Life Insurance, AIF, CEBS, Series 6, FINRA, Relationship Management
Education
University of Massachusetts Dartmouth 1985 — 1989
Bachelor's degree, Political Science with a concentration in Business Management
MVRHS
University of Massachusetts
Bachelor of Arts (B.A.), Political Science with Business Concentration
Columbia Management January 2014 - Present
Fidelity Investments September 2007 - September 2013
Pyramis Global Advisors April 2005 - September 2007
Fidelity Investments April 1997 - October 2005
Federated Investors, Inc. January 1991 - March 1994
Skills
Asset Allocation, Investments, Retirement Planning, Investment Strategies, Wealth Management, Fixed Income, Alternative Investments, Financial Services, Equities, Investment Advisory, Portfolio Management, Series 7, Series 63, Health Insurance, Life Insurance, AIF, CEBS, Series 6, FINRA, Relationship Management
Education
University of Massachusetts Dartmouth 1985 — 1989
Bachelor's degree, Political Science with a concentration in Business Management
MVRHS
University of Massachusetts
Bachelor of Arts (B.A.), Political Science with Business Concentration
Jack Stanton Jack Stanton's Pyramis Global Advisors Experience June 2013 - August 2013
Job George Washington University Graduate
Industry International Affairs
Experience
IFC - International Finance Corporation July 2014 - February 2015
Pyramis Global Advisors June 2013 - August 2013
Zidisha Inc. September 2012 - December 2012
Town of Barnstable June 2007 - August 2012
The H. John Heinz III Center for Science, Economics and the Environment November 2011 - April 2012
Skills
International Relations, Political Science, International..., Public Speaking, Research, Politics, French, Government, Africa, Intercultural..., Communication Skills, Event Planning, Confidentiality
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Major in International Affairs, Minor in Geography
Sandwich High School 2006 — 2010
Council on International Educational Exchange - Dakar, Senegal
Exchange Student- Fall 2012, International Development
Sciences Po Paris
Exchange Student- Spring 2013
IFC - International Finance Corporation July 2014 - February 2015
Pyramis Global Advisors June 2013 - August 2013
Zidisha Inc. September 2012 - December 2012
Town of Barnstable June 2007 - August 2012
The H. John Heinz III Center for Science, Economics and the Environment November 2011 - April 2012
Skills
International Relations, Political Science, International..., Public Speaking, Research, Politics, French, Government, Africa, Intercultural..., Communication Skills, Event Planning, Confidentiality
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Major in International Affairs, Minor in Geography
Sandwich High School 2006 — 2010
Council on International Educational Exchange - Dakar, Senegal
Exchange Student- Fall 2012, International Development
Sciences Po Paris
Exchange Student- Spring 2013
Xiaoyang (Cathleen) Chen Xiaoyang (Cathleen) Chen's Pyramis Global Advisors Experience September 2013 - November 2013
Job ManagerIM Big Data Development at American Express
Industry Banking
Experience
American Express January 2015 - Present
Altair Management Consultants July 2014 - November 2014
Credit Suisse January 2014 - March 2014
Pyramis Global Advisors September 2013 - November 2013
HSBC May 2013 - July 2013
Spire Research and Consulting May 2012 - August 2012
Skills
Numerical Analysis, Vocal Music Grade 9, VBA, Data Analysis, C++, Databases, C, Python, R, SQL, Excel, XLminer, SAS, Risk Modeling, Financial Analysis, Data Mining, Machine Learning, Microsoft Excel
Education
MIT Sloan School of Management 2013 — 2014
Master's Degree, Finance
National University of Singapore 2009 — 2013
Bachelor's Degree, Double Degree in Industrial System Engineering and Business Administration, First Class Honors
University of Southern California 2012 — 2012
Bachelor's Degree
Tsinghua University 2011 — 2011
Summer Program
American Express January 2015 - Present
Altair Management Consultants July 2014 - November 2014
Credit Suisse January 2014 - March 2014
Pyramis Global Advisors September 2013 - November 2013
HSBC May 2013 - July 2013
Spire Research and Consulting May 2012 - August 2012
Skills
Numerical Analysis, Vocal Music Grade 9, VBA, Data Analysis, C++, Databases, C, Python, R, SQL, Excel, XLminer, SAS, Risk Modeling, Financial Analysis, Data Mining, Machine Learning, Microsoft Excel
Education
MIT Sloan School of Management 2013 — 2014
Master's Degree, Finance
National University of Singapore 2009 — 2013
Bachelor's Degree, Double Degree in Industrial System Engineering and Business Administration, First Class Honors
University of Southern California 2012 — 2012
Bachelor's Degree
Tsinghua University 2011 — 2011
Summer Program
Sumanth Amarchinta Sumanth Amarchinta's Pyramis Global Advisors Experience July 2009 - June 2014
Job Vice President, Portfolio Management
Industry Investment Management
Experience
NorthCoast Asset Management June 2014 - Present
Pyramis Global Advisors July 2009 - June 2014
Rochester Institute of Technology September 2007 - June 2009
Advantage Data June 2008 - December 2008
Skills
Portfolio Management, Quantitative Research, Equities, Equity Research, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Asset Managment, Fundamental Analysis, Asset Management, Mutual Funds
Education
Rochester Institute of Technology 2007 — 2009
MS, Computer Engineering
Indian Institute of Technology, Roorkee 2003 — 2007
BTech, ELECTRICAL ENGINEERING
NorthCoast Asset Management June 2014 - Present
Pyramis Global Advisors July 2009 - June 2014
Rochester Institute of Technology September 2007 - June 2009
Advantage Data June 2008 - December 2008
Skills
Portfolio Management, Quantitative Research, Equities, Equity Research, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Asset Managment, Fundamental Analysis, Asset Management, Mutual Funds
Education
Rochester Institute of Technology 2007 — 2009
MS, Computer Engineering
Indian Institute of Technology, Roorkee 2003 — 2007
BTech, ELECTRICAL ENGINEERING
Peter Syski Peter Syski's Pyramis Global Advisors Experience January 2015 - Present
Job Research Analyst at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2015 - Present
Pyramis Global Advisors April 2012 - January 2015
State Street January 2010 - January 2012
State Street September 2008 - December 2009
617 Real Estate 2008 - 2008
Ukrainian Catholic University 2007 - 2008
State Street June 2006 - June 2007
The Heights School 2005 - 2005
Skills
Equities, Bloomberg, Bloomberg Terminal, VBA, Quantitative Analytics, Hedge Funds, Asset Allocation, Matlab, Series 7, Databases, SQL, Python, Series 63, Capital Markets, Quantitative Analysis, Software Development, R, C, C++, Java, Oracle, Bloomberg API, Compustat, Worldscope, Datastream, IBES, MarketQA, Excel, Access, Perl, PHP, HTML, Unix, Shell Scripting, Series 86, Series 87, Italian, Spanish, Polish, Russian
Education
Harvard University 2004 — 2008
BA, Computer Science
The University of Dallas 2007 — 2007
Study abroad, Rome
The Heights School 1994 — 2004
Pyramis Global Advisors January 2015 - Present
Pyramis Global Advisors April 2012 - January 2015
State Street January 2010 - January 2012
State Street September 2008 - December 2009
617 Real Estate 2008 - 2008
Ukrainian Catholic University 2007 - 2008
State Street June 2006 - June 2007
The Heights School 2005 - 2005
Skills
Equities, Bloomberg, Bloomberg Terminal, VBA, Quantitative Analytics, Hedge Funds, Asset Allocation, Matlab, Series 7, Databases, SQL, Python, Series 63, Capital Markets, Quantitative Analysis, Software Development, R, C, C++, Java, Oracle, Bloomberg API, Compustat, Worldscope, Datastream, IBES, MarketQA, Excel, Access, Perl, PHP, HTML, Unix, Shell Scripting, Series 86, Series 87, Italian, Spanish, Polish, Russian
Education
Harvard University 2004 — 2008
BA, Computer Science
The University of Dallas 2007 — 2007
Study abroad, Rome
The Heights School 1994 — 2004
Brian Hoesly, CFA Brian Hoesly, CFA's Pyramis Global Advisors Experience May 2006 - Present
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Kristin Vernon Kristin Vernon's Pyramis Global Advisors Experience January 2008 - May 2013
Job Executive Assistant
Industry Financial Services
Experience
Pyramis Global Advisors January 2008 - May 2013
Putnam Investments April 2005 - January 2008
Education
Northeastern University 1996 — 2001
BS, Criminal Justice
Pyramis Global Advisors January 2008 - May 2013
Putnam Investments April 2005 - January 2008
Education
Northeastern University 1996 — 2001
BS, Criminal Justice
Kristen Albie's Pyramis Global Advisors Experience July 2014 - Present
Job Proposal Writer at Pyramis Global Advisors
Industry Marketing and Advertising
Experience
Pyramis Global Advisors July 2014 - Present
Pyramis Global Advisors July 2012 - July 2014
MSA Marketing, Inc August 2006 - June 2012
Coldwell Banker Chicora Real Estate June 2005 - August 2006
Boston University September 2001 - May 2005
WTF Creative September 2004 - December 2004
Skills
Marketing Communications, Market Research, InDesign, Marketing, Social Media, Digital Strategy, Advertising
Education
Boston University 2001 — 2005
Bachelor of Science (B.S.), Advertising
Pyramis Global Advisors July 2014 - Present
Pyramis Global Advisors July 2012 - July 2014
MSA Marketing, Inc August 2006 - June 2012
Coldwell Banker Chicora Real Estate June 2005 - August 2006
Boston University September 2001 - May 2005
WTF Creative September 2004 - December 2004
Skills
Marketing Communications, Market Research, InDesign, Marketing, Social Media, Digital Strategy, Advertising
Education
Boston University 2001 — 2005
Bachelor of Science (B.S.), Advertising
Scott Lysko Scott Lysko's Pyramis Global Advisors Experience May 2007 - January 2014
Job EMEA Equity & Derivatives Trader at GMO
Industry Financial Services
Experience
GMO 2014 - Present
Pyramis Global Advisors May 2007 - January 2014
MFS Investment Management 1994 - 2006
Skills
Global Equity Trading, Electronic Trading, Market Structure, Alternative Investments
Education
Siena College 1987 — 1991
Bachelor of Arts (BA), Finance, General
GMO 2014 - Present
Pyramis Global Advisors May 2007 - January 2014
MFS Investment Management 1994 - 2006
Skills
Global Equity Trading, Electronic Trading, Market Structure, Alternative Investments
Education
Siena College 1987 — 1991
Bachelor of Arts (BA), Finance, General
Peter Fisher Peter Fisher's Pyramis Global Advisors Experience January 2008 - December 2010
Job Partner and Leader of Financial Services Practice at Tapestry Networks
Industry Financial Services
Experience
Tapestry Networks January 2012 - Present
Abundant Venture Partners June 2011 - December 2011
Pyramis Global Advisors January 2008 - December 2010
Fidelity Investments June 2006 - December 2007
Fidelity Investments November 1998 - June 2006
Bain & Company September 1995 - December 1998
National Economic Research Associates August 1986 - May 1989
Skills
Team Management, Thought Leadership, Strategic Consulting, Corporate Development, Business Strategy, New Business Development, Product Development, Marketing Strategy, Financial Economics, Applied Research, Strategy Development, Portfolio Management, Strategy, Leadership, Management, Risk Management, Business Development, Financial Services
Education
Harvard University 1989 — 1995
Ph. D., Business Economics, Strategy, Finance
Harvard University 1989 — 1995
Master of Arts (M.A.), Business Economics
Northwestern University 1982 — 1986
B. A., Economics
Tapestry Networks January 2012 - Present
Abundant Venture Partners June 2011 - December 2011
Pyramis Global Advisors January 2008 - December 2010
Fidelity Investments June 2006 - December 2007
Fidelity Investments November 1998 - June 2006
Bain & Company September 1995 - December 1998
National Economic Research Associates August 1986 - May 1989
Skills
Team Management, Thought Leadership, Strategic Consulting, Corporate Development, Business Strategy, New Business Development, Product Development, Marketing Strategy, Financial Economics, Applied Research, Strategy Development, Portfolio Management, Strategy, Leadership, Management, Risk Management, Business Development, Financial Services
Education
Harvard University 1989 — 1995
Ph. D., Business Economics, Strategy, Finance
Harvard University 1989 — 1995
Master of Arts (M.A.), Business Economics
Northwestern University 1982 — 1986
B. A., Economics
Adam Portney Adam Portney's Pyramis Global Advisors Experience June 2008 - December 2008
Job Finance and Real Estate Consultant
Industry Financial Services
Experience
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Kristin Shofner Kristin Shofner's Pyramis Global Advisors Experience July 2013 - Present
Job Senior Vice President, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Chris Steward's Pyramis Global Advisors Experience 2006 - Present
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Alison Gardner, CAIA's Pyramis Global Advisors Experience July 2006 - September 2008
Job VP, Global Product Research and Competitive Analysis at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
Nick Colongeli's Pyramis Global Advisors Experience June 2009 - August 2009
Job Strategy and Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments July 2010 - October 2012
Fidelity Investments September 2009 - May 2010
Pyramis Global Advisors June 2009 - August 2009
Putnam Investments December 2008 - May 2009
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Risk, Financial Reporting, Business Analysis, Strategy, Finance, Financial Modeling, Process Improvement, Financial Forecasting, Essbase, Risk Analysis, Internal Audit, Auditing, Business Development, Asset Management, Strategy Alignment, Strategy Execution, New Business Development, Oracle Discoverer, Control Testing, Executive Reporting, Project Management, Management Consulting, Business Strategy, Reverse Mergers, Business Planning, Competitive Analysis, Strategic Partnerships, Strategic Thinking, Financial Planning, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
BSBA, Finance, Legal Studies, Economics
Profile High School 2002 — 2006
Fidelity Investments November 2012 - Present
Fidelity Investments July 2010 - October 2012
Fidelity Investments September 2009 - May 2010
Pyramis Global Advisors June 2009 - August 2009
Putnam Investments December 2008 - May 2009
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Risk, Financial Reporting, Business Analysis, Strategy, Finance, Financial Modeling, Process Improvement, Financial Forecasting, Essbase, Risk Analysis, Internal Audit, Auditing, Business Development, Asset Management, Strategy Alignment, Strategy Execution, New Business Development, Oracle Discoverer, Control Testing, Executive Reporting, Project Management, Management Consulting, Business Strategy, Reverse Mergers, Business Planning, Competitive Analysis, Strategic Partnerships, Strategic Thinking, Financial Planning, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
BSBA, Finance, Legal Studies, Economics
Profile High School 2002 — 2006
Jeffrey Lagarce's Pyramis Global Advisors Experience January 2015 - Present
Job President at Pyramis Global Advisors, A Fidelity Investments Company
Industry Financial Services
Experience
Pyramis Global Advisors January 2015 - Present
Fidelity Worldwide Investment July 2013 - Present
Fidelity Investments September 2009 - July 2013
OFI Institutional Asset Management January 2005 - September 2009
Skills
Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Management, Securities, Equities, Wealth Management, Risk Management, Retirement Planning, Fixed Income, Retirement, Asset Allocation
Education
Assumption College
Bachelor of Science (BS), Economics
Pyramis Global Advisors January 2015 - Present
Fidelity Worldwide Investment July 2013 - Present
Fidelity Investments September 2009 - July 2013
OFI Institutional Asset Management January 2005 - September 2009
Skills
Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Management, Securities, Equities, Wealth Management, Risk Management, Retirement Planning, Fixed Income, Retirement, Asset Allocation
Education
Assumption College
Bachelor of Science (BS), Economics
Steve Snider Steve Snider's Pyramis Global Advisors Experience November 2005 - July 2012
Job Principal, Real estate development firm; Residential Design student, Boston Architectural College
Industry Real Estate
Experience
Boston Architectural College January 2013 - Present
122 Shornecliffe LLC July 2012 - Present
Pyramis Global Advisors November 2005 - July 2012
Fidelity Investments June 1992 - November 2005
US Navy June 1982 - September 1990
Skills
Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Allocation, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Equity Research, Asset Managment, Quantitative Analytics, Quantitative Research, Analytics, Quantitative Investing, Securities, Portfolio Optimization, Quantitative Finance, Quantitative Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Massachusetts Institute of Technology 1978 — 1982
SB, Chemical Engineering, Humanities
Boston Architectural College January 2013 - Present
122 Shornecliffe LLC July 2012 - Present
Pyramis Global Advisors November 2005 - July 2012
Fidelity Investments June 1992 - November 2005
US Navy June 1982 - September 1990
Skills
Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Allocation, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Equity Research, Asset Managment, Quantitative Analytics, Quantitative Research, Analytics, Quantitative Investing, Securities, Portfolio Optimization, Quantitative Finance, Quantitative Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Massachusetts Institute of Technology 1978 — 1982
SB, Chemical Engineering, Humanities
Dana Rancourt's Pyramis Global Advisors Experience September 2011 - Present
Job Director Oversight of Institutional Products at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2011 - Present
PricewaterhouseCoopers August 2003 - September 2011
Education
Bentley University 2000 — 2004
Pyramis Global Advisors September 2011 - Present
PricewaterhouseCoopers August 2003 - September 2011
Education
Bentley University 2000 — 2004
Julie Putnam Julie Putnam's Pyramis Global Advisors Experience 2006 - 2007
Job Marketing Knowledgebase Professional
Industry Financial Services
Experience
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
Steve Small's Pyramis Global Advisors Experience June 2008 - August 2010
Job Lead Software Engineer at Cognius
Industry Computer Software
Experience
Cognius May 2013 - Present
Lautus Solutions LLC September 2012 - Present
InsightSquared May 2011 - August 2012
Akamai Technologies September 2010 - June 2011
Pyramis Global Advisors June 2008 - August 2010
Fidelity Investments 2005 - 2007
Skills
Analytics, Big Data, Distributed Applications, Web Services, Reporting Systems, New Technology..., Python, Django, NumPy, C/C++, Python C Extensions, Javascript, jQuery, Perl, Java, JavaScript, SQL, Computer Science, Cloud Computing, Scrum, Agile Methodologies, Agile Project Management, Github, Financial Systems Design, Pivotal Tracker, Ruby, Distributed Systems, Ruby on Rails, Git
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Computer Science
Sun Microsystems
Cognius May 2013 - Present
Lautus Solutions LLC September 2012 - Present
InsightSquared May 2011 - August 2012
Akamai Technologies September 2010 - June 2011
Pyramis Global Advisors June 2008 - August 2010
Fidelity Investments 2005 - 2007
Skills
Analytics, Big Data, Distributed Applications, Web Services, Reporting Systems, New Technology..., Python, Django, NumPy, C/C++, Python C Extensions, Javascript, jQuery, Perl, Java, JavaScript, SQL, Computer Science, Cloud Computing, Scrum, Agile Methodologies, Agile Project Management, Github, Financial Systems Design, Pivotal Tracker, Ruby, Distributed Systems, Ruby on Rails, Git
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Computer Science
Sun Microsystems
Alexander Senatore Alexander Senatore's Pyramis Global Advisors Experience June 2008 - August 2008
Job Senior Auditor, Officer at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
State Street November 2013 - April 2015
State Street June 2011 - November 2013
TX Investment Consulting Co. June 2010 - August 2010
NeWorld Education June 2010 - August 2010
Commonwealth of Massachusetts Attorney General's Office June 2009 - August 2009
Pyramis Global Advisors June 2008 - August 2008
Skills
Economics, Mandarin, Microsoft Office, Internal Controls
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics/Chinese
Beijing Institute of Education 2010 — 2010
Chinese
State Street April 2015 - Present
State Street November 2013 - April 2015
State Street June 2011 - November 2013
TX Investment Consulting Co. June 2010 - August 2010
NeWorld Education June 2010 - August 2010
Commonwealth of Massachusetts Attorney General's Office June 2009 - August 2009
Pyramis Global Advisors June 2008 - August 2008
Skills
Economics, Mandarin, Microsoft Office, Internal Controls
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics/Chinese
Beijing Institute of Education 2010 — 2010
Chinese
Kevin McKeon's Pyramis Global Advisors Experience September 2005 - September 2011
Job Consultant at Ridgeway Partners
Industry Investment Management
Experience
Ridgeway Partners 2015 - Present
Sheffield Haworth September 2011 - 2014
Pyramis Global Advisors September 2005 - September 2011
Heidrick & Struggles February 2001 - September 2005
DHR International 1998 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Wealth Management, Trading, Asset Allocation
Education
Boston College 1991 — 1995
BA
Ridgeway Partners 2015 - Present
Sheffield Haworth September 2011 - 2014
Pyramis Global Advisors September 2005 - September 2011
Heidrick & Struggles February 2001 - September 2005
DHR International 1998 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Wealth Management, Trading, Asset Allocation
Education
Boston College 1991 — 1995
BA
John Sleight's Pyramis Global Advisors Experience May 2012 - January 2013
Job
Industry Capital Markets
Experience
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
RBS Citizens February 2014 - Present
Jefferies & Company May 2013 - August 2013
Pyramis Global Advisors May 2012 - January 2013
Longfellow Investment Management Co. September 2010 - January 2011
Education
Providence College 2009 — 2013
BS
Westwood High School 2005 — 2009
CFA Institute
2016 Level II Candidate in the CFA Program
Pam Holding Pam Holding's Pyramis Global Advisors Experience January 2014 - Present
Job Chief Investment Officer, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Anthony Baumann Anthony Baumann's Pyramis Global Advisors Experience April 2013 - Present
Job Massachusetts Corps Member at Teach For America
Industry Education Management
Experience
Argosy Collegiate Charter School July 2014 - Present
Teach For America February 2014 - Present
Pyramis Global Advisors April 2013 - Present
Collegesoccernews.com August 2012 - Present
NCAA August 2010 - Present
Merrill Lynch May 2012 - September 2012
Skills
Elementary Education, Facebook, Soccer, Urban Education, Curriculum Development, Classroom Management, Lesson Planning, Sports Coaching, Social Media Marketing, Marketing Strategy, Research, Sports Marketing, Finance, Editing, CRM, Journalism, Sports Writing, Twitter, Salesforce.com, Collaboration, Branding & Identity, Consumer Behaviour
Education
Boston University 2014 — 2016
Master of Education (M.Ed.), Mathematics, Elementary
Providence College 2010 — 2014
Bachelor of Science, Marketing
Argosy Collegiate Charter School July 2014 - Present
Teach For America February 2014 - Present
Pyramis Global Advisors April 2013 - Present
Collegesoccernews.com August 2012 - Present
NCAA August 2010 - Present
Merrill Lynch May 2012 - September 2012
Skills
Elementary Education, Facebook, Soccer, Urban Education, Curriculum Development, Classroom Management, Lesson Planning, Sports Coaching, Social Media Marketing, Marketing Strategy, Research, Sports Marketing, Finance, Editing, CRM, Journalism, Sports Writing, Twitter, Salesforce.com, Collaboration, Branding & Identity, Consumer Behaviour
Education
Boston University 2014 — 2016
Master of Education (M.Ed.), Mathematics, Elementary
Providence College 2010 — 2014
Bachelor of Science, Marketing
Jacqueline Carrazzo Jacqueline Carrazzo's Pyramis Global Advisors Experience June 2006 - June 2012
Job Director, Web Satisfaction and Social Measurement
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Pyramis Global Advisors June 2006 - June 2012
Catalyst January 2000 - June 2006
Education
Rhode Island College 1994 — 1998
B.S., Marketing
Fidelity Investments June 2012 - Present
Pyramis Global Advisors June 2006 - June 2012
Catalyst January 2000 - June 2006
Education
Rhode Island College 1994 — 1998
B.S., Marketing
Sam Sianissian Sam Sianissian's Pyramis Global Advisors Experience August 2011 - Present
Job Consumer Equities Analyst at Pyramis Global Advisors, a Fidelity Investments Company
Industry Investment Management
Experience
Pyramis Global Advisors August 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company June 2010 - August 2010
PricewaterhouseCoopers August 2006 - August 2009
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Emerging Markets, Due Diligence, Corporate Finance, Equity Research, Investments, Strategy, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Restructuring, Venture Capital, Business Valuation, Competitive Analysis, Business Strategy, Private Equity, Investment Banking, Management Consulting, Strategic Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA, Finance, General
University of Massachusetts, Amherst 2002 — 2006
BS, Computer Science
Pyramis Global Advisors August 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company June 2010 - August 2010
PricewaterhouseCoopers August 2006 - August 2009
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Emerging Markets, Due Diligence, Corporate Finance, Equity Research, Investments, Strategy, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Restructuring, Venture Capital, Business Valuation, Competitive Analysis, Business Strategy, Private Equity, Investment Banking, Management Consulting, Strategic Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA, Finance, General
University of Massachusetts, Amherst 2002 — 2006
BS, Computer Science
Danielle Lavoie Danielle Lavoie's Pyramis Global Advisors Experience 2004 - 2009
Job Communication Analyst
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Citizens Bank August 2009 - July 2012
Pyramis Global Advisors 2004 - 2009
Fidelity Investments 1999 - 2004
Skills
Viso Basic, Microsoft Office, PowerPoint, Word, Outlook, Excel, Mac OS X, Adobe Acrobat, Adobe Software, Thompson/Reuters, Microsoft Word, Microsoft Excel, Lotus Notes
Education
Massasoit Community College 1995 — 1997
Associates, Communications
Durfee High School
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Citizens Bank August 2009 - July 2012
Pyramis Global Advisors 2004 - 2009
Fidelity Investments 1999 - 2004
Skills
Viso Basic, Microsoft Office, PowerPoint, Word, Outlook, Excel, Mac OS X, Adobe Acrobat, Adobe Software, Thompson/Reuters, Microsoft Word, Microsoft Excel, Lotus Notes
Education
Massasoit Community College 1995 — 1997
Associates, Communications
Durfee High School
Charls Hurlock's Pyramis Global Advisors Experience June 2014 - August 2014
Job Relationship Manager at Talener
Industry Information Technology and Services
Experience
Talener June 2015 - Present
St. Lawrence University August 2011 - May 2015
Pyramis Global Advisors June 2014 - August 2014
St. Lawrence University Career Services August 2012 - April 2014
Russell Reynolds Associates November 2013 - December 2013
Robert Lawrence Builders LLC May 2012 - August 2013
Skills
Cover Letters, Higher Education, Admissions, Academic Advising, Career Counseling, Student Engagement, Resume Writing, Student Leadership, Residence Life, Academia, Student Recruiting, Program Development, Curriculum Development, Student Counseling
Education
The Dexter School 2001 — 2007
St. Lawrence University 2011 — 2015
Bachelor’s Degree, History
The Hotchkiss School 2007 — 2011
Diploma
Talener June 2015 - Present
St. Lawrence University August 2011 - May 2015
Pyramis Global Advisors June 2014 - August 2014
St. Lawrence University Career Services August 2012 - April 2014
Russell Reynolds Associates November 2013 - December 2013
Robert Lawrence Builders LLC May 2012 - August 2013
Skills
Cover Letters, Higher Education, Admissions, Academic Advising, Career Counseling, Student Engagement, Resume Writing, Student Leadership, Residence Life, Academia, Student Recruiting, Program Development, Curriculum Development, Student Counseling
Education
The Dexter School 2001 — 2007
St. Lawrence University 2011 — 2015
Bachelor’s Degree, History
The Hotchkiss School 2007 — 2011
Diploma
Mark Dacey's Pyramis Global Advisors Experience June 2015 - Present
Job Senior Vice President, Head of Consultant Relations at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors June 2015 - Present
Pioneer Investments January 2013 - June 2015
State Street Global Advisors November 2009 - January 2013
State Street Global Advisors 1998 - 2009
Skills
Alternative Investments, Building Relationships, Institutional Investors, Fixed Income, Equities, Absolute Return, Relationship Marketing, Investment Management, Asset Allocation
Education
Boston College
Bachelor of Science (BS), Finance and Marketing
Framingham North High School
Pyramis Global Advisors June 2015 - Present
Pioneer Investments January 2013 - June 2015
State Street Global Advisors November 2009 - January 2013
State Street Global Advisors 1998 - 2009
Skills
Alternative Investments, Building Relationships, Institutional Investors, Fixed Income, Equities, Absolute Return, Relationship Marketing, Investment Management, Asset Allocation
Education
Boston College
Bachelor of Science (BS), Finance and Marketing
Framingham North High School
Dan Pittenger's Pyramis Global Advisors Experience July 2011 - Present
Job
Industry Financial Services
Experience
Pyramis Global Advisors July 2011 - Present
Pyramis Global Advisors (sub. of Fidelity Investments) April 2007 - August 2011
Fidelity Investments March 2001 - March 2007
Fidelity Investments January 1990 - February 2001
Education
Boston University School of Management
MBA
Union College 1984 — 1989
BS
Phillips Exeter Academy
Pyramis Global Advisors July 2011 - Present
Pyramis Global Advisors (sub. of Fidelity Investments) April 2007 - August 2011
Fidelity Investments March 2001 - March 2007
Fidelity Investments January 1990 - February 2001
Education
Boston University School of Management
MBA
Union College 1984 — 1989
BS
Phillips Exeter Academy
Ivelina Luckens's Pyramis Global Advisors Experience May 2008 - May 2011
Job VP, Market Intelligence at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments May 2011 - January 2013
Pyramis Global Advisors May 2008 - May 2011
The Asaba Group October 2005 - December 2007
Skills
Market Research, Industry Analysis, Competitive Intelligence, Asset Managment, Asset Allocation..., Project Management, Competitive Analysis, Business Strategy, Asset Management, Strategic Planning, Leadership, Consulting, Portfolio Management, Business Planning, Strategy, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
University of Economics-Varna 1997 — 2001
B.S., Management
The Tuck School of Business at Dartmouth
Executive Education
Loomis, Sayles & Company August 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments May 2011 - January 2013
Pyramis Global Advisors May 2008 - May 2011
The Asaba Group October 2005 - December 2007
Skills
Market Research, Industry Analysis, Competitive Intelligence, Asset Managment, Asset Allocation..., Project Management, Competitive Analysis, Business Strategy, Asset Management, Strategic Planning, Leadership, Consulting, Portfolio Management, Business Planning, Strategy, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
University of Economics-Varna 1997 — 2001
B.S., Management
The Tuck School of Business at Dartmouth
Executive Education
Kevin Creeden, CFA's Pyramis Global Advisors Experience February 2012 - February 2015
Job Product Manager, Fixed Income at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management February 2015 - Present
Pyramis Global Advisors February 2012 - February 2015
Pyramis Global Advisors October 2006 - January 2012
Thomson Reuters June 1996 - October 2006
Skills
Alternative Investments, Investments, Emerging Markets, Hedge Funds, Equities, Fixed Income, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Bloomberg, Investment Strategies, Securities, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA
Middlebury College 1992 — 1996
BA
RBC Global Asset Management February 2015 - Present
Pyramis Global Advisors February 2012 - February 2015
Pyramis Global Advisors October 2006 - January 2012
Thomson Reuters June 1996 - October 2006
Skills
Alternative Investments, Investments, Emerging Markets, Hedge Funds, Equities, Fixed Income, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Bloomberg, Investment Strategies, Securities, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA
Middlebury College 1992 — 1996
BA
Laura Meares's Pyramis Global Advisors Experience August 2007 - Present
Job Director, Process Excellence at Pyramis Global Advisors, Fidelity Investments
Industry Information Technology and Services
Experience
Pyramis Global Advisors August 2007 - Present
Fidelity Investments June 2000 - August 2007
Skills
Business Analysis, Financial Services, Process Improvement, SDLC, Investments
Education
University of Maine
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pyramis Global Advisors August 2007 - Present
Fidelity Investments June 2000 - August 2007
Skills
Business Analysis, Financial Services, Process Improvement, SDLC, Investments
Education
University of Maine
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lisa Khatri's Pyramis Global Advisors Experience September 2007 - September 2009
Job Financial Service Professional
Industry Financial Services
Experience
Pyramis Global Advisors September 2007 - September 2009
Fidelity Investments June 2005 - September 2007
Education
California State University-East Bay 2001 — 2004
Pyramis Global Advisors September 2007 - September 2009
Fidelity Investments June 2005 - September 2007
Education
California State University-East Bay 2001 — 2004
Eric Yi's Pyramis Global Advisors Experience 2007 - 2014
Job Head of US Trading and Boston Office Manager at JO Hambro Capital Management
Industry Investment Management
Experience
JO Hambro Capital Management 2014 - Present
Pyramis Global Advisors 2007 - 2014
BlackRock 2001 - 2007
JPMorgan Chase 1998 - 2001
Morgan Stanley 1992 - 1997
Skills
Asset Management, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Trading, Trading Systems
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering, Dean's List, Elbert C. Fisher Scholarship
JO Hambro Capital Management 2014 - Present
Pyramis Global Advisors 2007 - 2014
BlackRock 2001 - 2007
JPMorgan Chase 1998 - 2001
Morgan Stanley 1992 - 1997
Skills
Asset Management, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Trading, Trading Systems
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering, Dean's List, Elbert C. Fisher Scholarship
Ryan Salomone's Pyramis Global Advisors Experience July 2005 - Present
Job Healthcare Services Analyst at Fidelity
Industry Hospital & Health Care
Experience
Pyramis Global Advisors July 2005 - Present
Education
University of Michigan 2002 — 2005
University of Michigan - Stephen M. Ross School of Business 2002 — 2005
Pyramis Global Advisors July 2005 - Present
Education
University of Michigan 2002 — 2005
University of Michigan - Stephen M. Ross School of Business 2002 — 2005
Mike Senoski's Pyramis Global Advisors Experience LDI Investment DirectorPyramis Global Advisors / Fidelity Investments2006 - Present
Job LDI Investment Director at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors LDI Investment DirectorPyramis Global Advisors / Fidelity Investments2006 - Present
Skills
Asset Management, Asset Allocation, Investments, LDI, Fixed Income
Education
Boston College 1964 — 1968
Pyramis Global Advisors LDI Investment DirectorPyramis Global Advisors / Fidelity Investments2006 - Present
Skills
Asset Management, Asset Allocation, Investments, LDI, Fixed Income
Education
Boston College 1964 — 1968
Ethan Hugo's Pyramis Global Advisors Experience October 2005 - Present
Job Portfolio Manager at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors October 2005 - Present
Minot Capital 2003 - 2005
Babson Capital Management 1999 - 2002
Princeton University Investment Company 1995 - 1999
Education
Princeton University 1991 — 1995
Hopkins School 1985 — 1991
Pyramis Global Advisors October 2005 - Present
Minot Capital 2003 - 2005
Babson Capital Management 1999 - 2002
Princeton University Investment Company 1995 - 1999
Education
Princeton University 1991 — 1995
Hopkins School 1985 — 1991
Tom Blakey's Pyramis Global Advisors Experience November 2012 - October 2013
Job Senior Equity Analyst at Invesco US
Industry Financial Services
Experience
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Doug Payne's Pyramis Global Advisors Experience September 2008 - Present
Job Assistant Treasurer at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Martha Slitt, CFA's Pyramis Global Advisors Experience September 2005 - September 2008
Job Senior Vice President, Investment Product Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 1999 - Present
Pyramis Global Advisors September 2005 - September 2008
Education
Tufts University
Fidelity Investments 1999 - Present
Pyramis Global Advisors September 2005 - September 2008
Education
Tufts University
Alex Guadagno's Pyramis Global Advisors Experience December 2002 - Present
Job Relationship Management at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors December 2002 - Present
Education
Clark University
Master of Business Administration (MBA), Finance and New Venture Management
Pyramis Global Advisors December 2002 - Present
Education
Clark University
Master of Business Administration (MBA), Finance and New Venture Management
Brian C. Donovan's Pyramis Global Advisors Experience July 2008 - April 2014
Job Global Investments Product Leader at Mercer Investments
Industry Financial Services
Experience
Mercer Investments May 2014 - Present
Pyramis Global Advisors July 2008 - April 2014
Fidelity Worldwide Investment January 2008 - July 2008
Fidelity Family Office Services June 2004 - January 2008
Fidelity Strategic New Business Development July 1999 - May 2004
Fidelity Group Pensions International January 1995 - June 1999
Fidelity Worldwide Investment November 1993 - October 1995
Fidelity Investments June 1983 - October 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Institutional..., Strategy, Investments, Global Product..., International Business..., Alternative Investments, Pensions, Leadership, Series 7, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1994
MBA, Finance
Northeastern University 1978 — 1983
BS, Criminal Justice
Mercer Investments May 2014 - Present
Pyramis Global Advisors July 2008 - April 2014
Fidelity Worldwide Investment January 2008 - July 2008
Fidelity Family Office Services June 2004 - January 2008
Fidelity Strategic New Business Development July 1999 - May 2004
Fidelity Group Pensions International January 1995 - June 1999
Fidelity Worldwide Investment November 1993 - October 1995
Fidelity Investments June 1983 - October 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Institutional..., Strategy, Investments, Global Product..., International Business..., Alternative Investments, Pensions, Leadership, Series 7, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1994
MBA, Finance
Northeastern University 1978 — 1983
BS, Criminal Justice
Ben Treacy's Pyramis Global Advisors Experience September 2014 - Present
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2014 - Present
Pyramis Global Advisors May 2008 - August 2014
Fidelity Investments March 2000 - May 2008
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Investments, Investment Strategies, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Pyramis Global Advisors September 2014 - Present
Pyramis Global Advisors May 2008 - August 2014
Fidelity Investments March 2000 - May 2008
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Investments, Investment Strategies, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Ken Kubec's Pyramis Global Advisors Experience May 2009 - October 2013
Job Director, Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management November 2013 - Present
Pyramis Global Advisors May 2009 - October 2013
State Streeet Global Advisors January 2008 - November 2009
State Street Global Advisors June 2006 - December 2007
State Street Global Advisors October 2003 - June 2006
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Boston University 2006 — 2009
MBA
Colgate University 1998 — 2002
English
St. Ignatius 1994 — 1998
Manulife Asset Management November 2013 - Present
Pyramis Global Advisors May 2009 - October 2013
State Streeet Global Advisors January 2008 - November 2009
State Street Global Advisors June 2006 - December 2007
State Street Global Advisors October 2003 - June 2006
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Finance
Boston University 2006 — 2009
MBA
Colgate University 1998 — 2002
English
St. Ignatius 1994 — 1998
Michael Hanus, CFA's Pyramis Global Advisors Experience January 2006 - February 2008
Job Founder and Portfolio Manager at North Peak Asset Management
Industry Investment Management
Experience
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
Chris Danehy's Pyramis Global Advisors Experience October 2010 - Present
Job Senior Product Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors October 2010 - Present
Pyramis Global Advisors December 2008 - September 2010
Pyramis Global Advisors December 2005 - November 2008
Pyramis Global Advisors February 2004 - November 2005
Ronin Capital December 1999 - October 2003
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Vanderbilt University
B.A.
Pyramis Global Advisors October 2010 - Present
Pyramis Global Advisors December 2008 - September 2010
Pyramis Global Advisors December 2005 - November 2008
Pyramis Global Advisors February 2004 - November 2005
Ronin Capital December 1999 - October 2003
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Vanderbilt University
B.A.
Patrick Canney's Pyramis Global Advisors Experience January 2011 - Present
Job Vice President, Global Marketing at Pyramis Global Advisors
Industry Marketing and Advertising
Experience
Pyramis Global Advisors January 2011 - Present
Pyramis Global Advisors June 2010 - January 2011
Pyramis Global Advisors January 2008 - June 2010
Fidelity Investments June 2006 - December 2007
Informa 1995 - 2005
Education
Marist College 1989 — 1993
Pyramis Global Advisors January 2011 - Present
Pyramis Global Advisors June 2010 - January 2011
Pyramis Global Advisors January 2008 - June 2010
Fidelity Investments June 2006 - December 2007
Informa 1995 - 2005
Education
Marist College 1989 — 1993
David Etzbach's Pyramis Global Advisors Experience September 2008 - May 2010
Job Managing Director
Industry Investment Management
Experience
Steinberg Asset Management November 2010 - Present
Pyramis Global Advisors September 2008 - May 2010
Credit Suisse 2007 - 2008
Citigroup 2001 - 2007
JPMorgan Chase 1994 - 2001
Bankers Trust 1992 - 1994
Skills
Hedge Funds, Investments, Equities, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Asset Management, Series 63, Capital Markets, Fund Of Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Northwestern University 1988 — 1992
Bachelor of Arts, History
Steinberg Asset Management November 2010 - Present
Pyramis Global Advisors September 2008 - May 2010
Credit Suisse 2007 - 2008
Citigroup 2001 - 2007
JPMorgan Chase 1994 - 2001
Bankers Trust 1992 - 1994
Skills
Hedge Funds, Investments, Equities, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Asset Management, Series 63, Capital Markets, Fund Of Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Northwestern University 1988 — 1992
Bachelor of Arts, History
Vince Bakshani's Pyramis Global Advisors Experience March 1999 - May 2004
Job Managing Member at Saasiness
Industry Financial Services
Experience
Saasiness April 2015 - Present
Proposal Software (acquired by Camden Partners) February 2014 - April 2015
Manager Insights (acquired by Proposal Software) October 2012 - February 2014
Classic Car Funds (closed to new investors) April 2012 - June 2013
eVestment May 2004 - April 2012
Pyramis Global Advisors March 1999 - May 2004
Education
Bentley University 2000 — 2002
M.S., Information Age Marketing
Babson College 1992 — 1996
B.S., Entrepreneurship
Saasiness April 2015 - Present
Proposal Software (acquired by Camden Partners) February 2014 - April 2015
Manager Insights (acquired by Proposal Software) October 2012 - February 2014
Classic Car Funds (closed to new investors) April 2012 - June 2013
eVestment May 2004 - April 2012
Pyramis Global Advisors March 1999 - May 2004
Education
Bentley University 2000 — 2002
M.S., Information Age Marketing
Babson College 1992 — 1996
B.S., Entrepreneurship
Francois Pellerin's Pyramis Global Advisors Experience November 2012 - Present
Job LDI Strategist at Pyramis Global Advisors
Industry Investment Banking
Experience
Pyramis Global Advisors November 2012 - Present
UBS Global Asset Management February 2011 - October 2012
JPMorgan April 2009 - March 2011
Citi September 2007 - January 2009
Towers Perrin May 1999 - August 2007
Morneau Sobeco 1995 - 1999
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Investments, Asset Managment, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), 2005
Universite Laval 1993 — 1995
Bachelor's degree, Actuarial Sciences
CEGEP de Trois-Rivieres 1990 — 1992
College Degree, Pure and Applied Sciences
Polyvalente St-Leonard d'Aston 1985 — 1990
High School Degree
Pyramis Global Advisors November 2012 - Present
UBS Global Asset Management February 2011 - October 2012
JPMorgan April 2009 - March 2011
Citi September 2007 - January 2009
Towers Perrin May 1999 - August 2007
Morneau Sobeco 1995 - 1999
Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Investments, Asset Managment, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), 2005
Universite Laval 1993 — 1995
Bachelor's degree, Actuarial Sciences
CEGEP de Trois-Rivieres 1990 — 1992
College Degree, Pure and Applied Sciences
Polyvalente St-Leonard d'Aston 1985 — 1990
High School Degree
Eric Winterhalter's Pyramis Global Advisors Experience 2003 - 2006
Job Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Ian Baker's Pyramis Global Advisors Experience 2015 - Present
Job Head of Fundamental and Quantitative Research at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Jeff Goretti's Pyramis Global Advisors Experience 2008 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Pyramis Global Advisors 2008 - Present
Fidelity Investments February 1996 - Present
Skills
Mutual Funds, Fixed Income, Alternative Investments, Asset Management, Investments, Series 7, Portfolio Management, Hedge Funds
Education
Providence College 1990 — 1994
BA, Accounting
Pyramis Global Advisors 2008 - Present
Fidelity Investments February 1996 - Present
Skills
Mutual Funds, Fixed Income, Alternative Investments, Asset Management, Investments, Series 7, Portfolio Management, Hedge Funds
Education
Providence College 1990 — 1994
BA, Accounting
Pamela Clancy's Pyramis Global Advisors Experience January 2008 - Present
Job SVP Consultant Relations at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2008 - Present
Education
Boston College 1982 — 1986
Pyramis Global Advisors January 2008 - Present
Education
Boston College 1982 — 1986
Patrick Donovan, CFA's Pyramis Global Advisors Experience April 2008 - March 2010
Job Portfolio Manager at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group April 2010 - Present
Pyramis Global Advisors April 2008 - March 2010
Fidelity Investments February 2006 - April 2008
Bel Air Investment Advisors 2004 - 2006
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Energy, Equities, Bloomberg, Equity Research, Valuation, Alternative Investments
Education
Harvard University 1999 — 2003
AB, Economics
Milton Academy
Citadel Investment Group April 2010 - Present
Pyramis Global Advisors April 2008 - March 2010
Fidelity Investments February 2006 - April 2008
Bel Air Investment Advisors 2004 - 2006
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Energy, Equities, Bloomberg, Equity Research, Valuation, Alternative Investments
Education
Harvard University 1999 — 2003
AB, Economics
Milton Academy
Julie (Bianco) Phillips's Pyramis Global Advisors Experience August 2011 - Present
Job Account Manager at Pyramis Global Advisors
Industry Marketing and Advertising
Experience
Pyramis Global Advisors August 2011 - Present
Fidelity Communications and Advertising March 2008 - September 2011
DMW Worldwide, LLC July 2007 - March 2008
DMW Worldwide September 2003 - July 2007
DMW Worldwide September 2002 - September 2003
L.W. Robbins Associates September 2000 - September 2002
Education
Saint Anselm College 1996 — 2000
BA
Pyramis Global Advisors August 2011 - Present
Fidelity Communications and Advertising March 2008 - September 2011
DMW Worldwide, LLC July 2007 - March 2008
DMW Worldwide September 2003 - July 2007
DMW Worldwide September 2002 - September 2003
L.W. Robbins Associates September 2000 - September 2002
Education
Saint Anselm College 1996 — 2000
BA
Spencer Balboni's Pyramis Global Advisors Experience January 2013 - August 2014
Job Equity Trader at Pyramis Global Advisors
Industry Investment Management
Experience
Fidelity Investments August 2014 - Present
Pyramis Global Advisors January 2013 - August 2014
Pyramis Global Advisors May 2008 - December 2012
Fidelity Investments July 2005 - May 2008
Skills
Equities, Settlement, Alternative Investments, Mutual Funds, Trading, Securities, Foreign Exchange, Bloomberg, Hedge Funds, Fixed Income
Education
Lehigh University 2000 — 2004
Bachelor of Arts, Economics and International Relations
Noble and Greenough 1997 — 2000
Fidelity Investments August 2014 - Present
Pyramis Global Advisors January 2013 - August 2014
Pyramis Global Advisors May 2008 - December 2012
Fidelity Investments July 2005 - May 2008
Skills
Equities, Settlement, Alternative Investments, Mutual Funds, Trading, Securities, Foreign Exchange, Bloomberg, Hedge Funds, Fixed Income
Education
Lehigh University 2000 — 2004
Bachelor of Arts, Economics and International Relations
Noble and Greenough 1997 — 2000
Dominica Ribeiro's Pyramis Global Advisors Experience June 2011 - December 2013
Job Experienced institutional marketing and events executive, Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Lujean Johnson's Pyramis Global Advisors Experience December 2011 - January 2014
Job Program Manager at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable January 2014 - Present
Pyramis Global Advisors December 2011 - January 2014
Fidelity 1996 - December 2011
PFPC 1989 - 1996
Skills
SDLC, Financial Services, Investments, Mutual Funds, 401k, Business Analysis, Vendor Management, Relationship Management, Business Requirements, Retirement, Risk Management, Process Improvement, Series 7, Series 63, Project Portfolio..., Requirements Gathering, Business Process..., Series 6, Banking, PMO, Resource Management, Portfolio Management, Investment Management, Securities, Fixed Income, Asset Management, FINRA, Asset Allocation, Strategic Financial..., AML, ETFs
Education
Cardnial Cushing High 1984 — 1989
Fisher College
Bachelor's in Management, Business
Fidelity Charitable January 2014 - Present
Pyramis Global Advisors December 2011 - January 2014
Fidelity 1996 - December 2011
PFPC 1989 - 1996
Skills
SDLC, Financial Services, Investments, Mutual Funds, 401k, Business Analysis, Vendor Management, Relationship Management, Business Requirements, Retirement, Risk Management, Process Improvement, Series 7, Series 63, Project Portfolio..., Requirements Gathering, Business Process..., Series 6, Banking, PMO, Resource Management, Portfolio Management, Investment Management, Securities, Fixed Income, Asset Management, FINRA, Asset Allocation, Strategic Financial..., AML, ETFs
Education
Cardnial Cushing High 1984 — 1989
Fisher College
Bachelor's in Management, Business
Nicole Weckesser's Pyramis Global Advisors Experience March 2014 - Present
Job Account Executive, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors March 2014 - Present
State Street Global Advisors March 2010 - March 2014
State Street Global Advisors February 2007 - March 2010
Mellon Financial July 2004 - July 2005
Skills
Service Delivery, Series 63, Hold Series 7, Series 7
Education
Suffolk University - Sawyer Business School 2006 — 2010
M.B.A, Finance
Fairfield University 2000 — 2004
B.S., Finance
Pyramis Global Advisors March 2014 - Present
State Street Global Advisors March 2010 - March 2014
State Street Global Advisors February 2007 - March 2010
Mellon Financial July 2004 - July 2005
Skills
Service Delivery, Series 63, Hold Series 7, Series 7
Education
Suffolk University - Sawyer Business School 2006 — 2010
M.B.A, Finance
Fairfield University 2000 — 2004
B.S., Finance
Edward McGloine's Pyramis Global Advisors Experience 2006 - 2007
Job DB Solution Architect at ACS, a Xerox Company
Industry Financial Services
Experience
ACS, a Xerox Company January 2012 - December 2012
Mercer Outsourcing 2007 - December 2011
Pyramis Global Advisors 2006 - 2007
Fidelity Investments 2002 - 2006
Securian Financial Group 2001 - 2002
Allmerica Financial 1988 - 2001
Metropolitan Life Insurance Company April 1981 - March 1988
Skills
Investments, Mutual Funds, Pensions, Asset Managment, Financial Services, Portfolio Management, Business Analysis, Employee Benefits, Strategic Planning, Project Management, Process Improvement, Relationship Management, Vendor Management, 401k, Financial Analysis, Retirement, SDLC, Series 7, Business Development, Asset Allocation, Outsourcing, Analysis, Program Management, Business Planning, Defined Benefit
Education
State University of New York College at Plattsburgh 1975 — 1979
BA, Political Science
Chaminade High School 1971 — 1975
High School, General Studies
ACS, a Xerox Company January 2012 - December 2012
Mercer Outsourcing 2007 - December 2011
Pyramis Global Advisors 2006 - 2007
Fidelity Investments 2002 - 2006
Securian Financial Group 2001 - 2002
Allmerica Financial 1988 - 2001
Metropolitan Life Insurance Company April 1981 - March 1988
Skills
Investments, Mutual Funds, Pensions, Asset Managment, Financial Services, Portfolio Management, Business Analysis, Employee Benefits, Strategic Planning, Project Management, Process Improvement, Relationship Management, Vendor Management, 401k, Financial Analysis, Retirement, SDLC, Series 7, Business Development, Asset Allocation, Outsourcing, Analysis, Program Management, Business Planning, Defined Benefit
Education
State University of New York College at Plattsburgh 1975 — 1979
BA, Political Science
Chaminade High School 1971 — 1975
High School, General Studies
Janna Lorenzen's Pyramis Global Advisors Experience June 2012 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Pyramis Global Advisors June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2009 - August 2009
Salt River Project June 2003 - July 2008
Greater Phoenix Economic Council October 2002 - June 2003
Education
Boston University Questrom School of Business 2008 — 2010
MBA and MA in Economics
Arizona State University - W. P. Carey School of Business 1999 — 2003
MS in Economics, MS in Finance, & Certificate of International Business
Pyramis Global Advisors June 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments June 2009 - August 2009
Salt River Project June 2003 - July 2008
Greater Phoenix Economic Council October 2002 - June 2003
Education
Boston University Questrom School of Business 2008 — 2010
MBA and MA in Economics
Arizona State University - W. P. Carey School of Business 1999 — 2003
MS in Economics, MS in Finance, & Certificate of International Business
Rosemary Ledoux's Pyramis Global Advisors Experience June 2006 - July 2010
Job Director at Fidelity Investments
Industry Financial Services
Experience
BCBSRI June 2010 - Present
Pyramis Global Advisors June 2006 - July 2010
Fidelity Management & Research Co January 2000 - January 2006
Fidelity Accounting & Custody Services Co January 1990 - January 2000
Skills
Data Analysis, Business Analysis, Project Management, Agile Methodologies, Strategy, Management, Operations Management, Vendor Management, Banking, Analysis, Business Process, Fixed Income, Strategic Planning, SDLC, Project Planning, Leadership, Program Management, Integration, Analytics, Process Improvement
Education
American International College 1978 — 1982
BS, Accounting
BCBSRI June 2010 - Present
Pyramis Global Advisors June 2006 - July 2010
Fidelity Management & Research Co January 2000 - January 2006
Fidelity Accounting & Custody Services Co January 1990 - January 2000
Skills
Data Analysis, Business Analysis, Project Management, Agile Methodologies, Strategy, Management, Operations Management, Vendor Management, Banking, Analysis, Business Process, Fixed Income, Strategic Planning, SDLC, Project Planning, Leadership, Program Management, Integration, Analytics, Process Improvement
Education
American International College 1978 — 1982
BS, Accounting
Andy Donohue's Pyramis Global Advisors Experience January 2009 - January 2012
Job Vice President, Instutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Pyramis Global Advisors January 2009 - January 2012
State Street Global Advisors January 2008 - December 2008
Wellington Management June 2005 - January 2008
International Client Service January 2005 - June 2005
Deutsche Bank August 2001 - July 2003
State Street Bank and Trust August 2000 - August 2001
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, MBA
Union College 1996 — 2000
BA, Economics and Modern Languages
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Pyramis Global Advisors January 2009 - January 2012
State Street Global Advisors January 2008 - December 2008
Wellington Management June 2005 - January 2008
International Client Service January 2005 - June 2005
Deutsche Bank August 2001 - July 2003
State Street Bank and Trust August 2000 - August 2001
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, MBA
Union College 1996 — 2000
BA, Economics and Modern Languages
Patrick Mc Nelis's Pyramis Global Advisors Experience 2008 - 2010
Job Investment Management Client Service & Sales Executive/Private Investor
Industry Investment Management
Experience
Seix Investment Advisors LLC February 2012 - June 2015
Greenwich Associates September 2010 - February 2012
Pyramis Global Advisors 2008 - 2010
Principal Global Investors 2006 - 2008
Citigroup Asset Management 2002 - 2006
Skills
Strategy, Management, Leadership, Product Development, Sales Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Investments, Investment Management, Sales, Global Marketing, Global Business..., Offshore Funds, Consultants, Global Investment..., Irish music, Asset Allocation, Mutual Funds, Series 7
Education
New York University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Regis High School
Seix Investment Advisors LLC February 2012 - June 2015
Greenwich Associates September 2010 - February 2012
Pyramis Global Advisors 2008 - 2010
Principal Global Investors 2006 - 2008
Citigroup Asset Management 2002 - 2006
Skills
Strategy, Management, Leadership, Product Development, Sales Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Investments, Investment Management, Sales, Global Marketing, Global Business..., Offshore Funds, Consultants, Global Investment..., Irish music, Asset Allocation, Mutual Funds, Series 7
Education
New York University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Regis High School
Pan (Gabby) He's Pyramis Global Advisors Experience March 2015 - Present
Job Risk Analyst at Pyramis
Industry Financial Services
Experience
Pyramis Global Advisors March 2015 - Present
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
James Madison University 2008 — 2011
Bachelor of Science (B.S.)
Wuhan University 2007 — 2011
Bachelor of Engineering (B.E.)
Pyramis Global Advisors March 2015 - Present
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
James Madison University 2008 — 2011
Bachelor of Science (B.S.)
Wuhan University 2007 — 2011
Bachelor of Engineering (B.E.)
Pamela Clancy's Pyramis Global Advisors Experience January 2008 - Present
Job SVP, Consultant Relations at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2008 - Present
Russell Investment Group March 2001 - January 2008
Education
Boston College 1982 — 1986
BA, Economics
Pyramis Global Advisors January 2008 - Present
Russell Investment Group March 2001 - January 2008
Education
Boston College 1982 — 1986
BA, Economics
Nicholas Vitale's Pyramis Global Advisors Experience July 2008 - February 2014
Job Associate at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs September 2014 - Present
Pyramis Global Advisors July 2008 - February 2014
Fidelity Investments 2005 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Hedge Funds, Securities, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Syracuse University 1997 — 2001
BS, FINANCE, ENTREPRENEURSHIP AND EMERGING ENTERPRISES
Goldman Sachs September 2014 - Present
Pyramis Global Advisors July 2008 - February 2014
Fidelity Investments 2005 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Hedge Funds, Securities, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Syracuse University 1997 — 2001
BS, FINANCE, ENTREPRENEURSHIP AND EMERGING ENTERPRISES
Kevin Feder's Pyramis Global Advisors Experience May 2012 - Present
Job Analyst at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors May 2012 - Present
Fortress Investment Group May 2011 - November 2011
GoldenTree Asset Management February 2008 - July 2011
Pequot Capital 2004 - 2007
Pequot Capital Management 2004 - 2007
Credit Suisse 2002 - 2004
Deloitte 1998 - 2000
Education
University of Michigan 1994 — 1998
BA
Pyramis Global Advisors May 2012 - Present
Fortress Investment Group May 2011 - November 2011
GoldenTree Asset Management February 2008 - July 2011
Pequot Capital 2004 - 2007
Pequot Capital Management 2004 - 2007
Credit Suisse 2002 - 2004
Deloitte 1998 - 2000
Education
University of Michigan 1994 — 1998
BA
Dan Crowe's Pyramis Global Advisors Experience August 2007 - October 2010
Job Associate Portfolio Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
Jennifer Rousseau's Pyramis Global Advisors Experience March 2015 - Present
Job Senior Marketing Manager at Pyramis Global Advisors
Industry Marketing and Advertising
Experience
Pyramis Global Advisors March 2015 - Present
Pyramis Global Advisors August 2010 - Present
Pyramis Global Advisors August 2010 - July 2012
Bank of New York Mellon September 2009 - November 2010
Pyramis Global Advisors June 2008 - August 2008
Skills
Asset Management, Competitive Analysis, Marketing
Education
Manhattan College 2005 — 2009
Bachelor of Science, Marketing
Pyramis Global Advisors March 2015 - Present
Pyramis Global Advisors August 2010 - Present
Pyramis Global Advisors August 2010 - July 2012
Bank of New York Mellon September 2009 - November 2010
Pyramis Global Advisors June 2008 - August 2008
Skills
Asset Management, Competitive Analysis, Marketing
Education
Manhattan College 2005 — 2009
Bachelor of Science, Marketing
Catherine Sanborn's Pyramis Global Advisors Experience March 2010 - January 2013
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Eaglestar Security, Inc. February 2014 - December 2014
Pyramis Global Advisors March 2010 - January 2013
Ucentric Systems November 2000 - October 2001
Stratus Computer 1989 - 1997
Skills
Technical Editing, Copy Editing, Proofreading, Documentation, Technical Writing, RFP Writing
Education
University of Colorado at Denver 1985 — 1988
Bachelor's Degree, Writing Program
Red Rocks Community College 1982 — 1985
Associate's Degree, Liberal Arts
Eaglestar Security, Inc. February 2014 - December 2014
Pyramis Global Advisors March 2010 - January 2013
Ucentric Systems November 2000 - October 2001
Stratus Computer 1989 - 1997
Skills
Technical Editing, Copy Editing, Proofreading, Documentation, Technical Writing, RFP Writing
Education
University of Colorado at Denver 1985 — 1988
Bachelor's Degree, Writing Program
Red Rocks Community College 1982 — 1985
Associate's Degree, Liberal Arts
Chris Hofmann's Pyramis Global Advisors Experience June 2008 - September 2008
Job Associate at Brown University Endowment
Industry Financial Services
Experience
Brown University Endowment January 2015 - Present
AXIS Capital September 2012 - December 2014
Attalus Capital October 2011 - August 2012
Susquehanna International Group August 2010 - May 2011
Arlen Corporation May 2008 - September 2009
Pyramis Global Advisors June 2008 - September 2008
Smith Barney September 2007 - December 2007
Skills
Excel, VBA, Data Analysis, Asset Management, Trading, Options, Investments, Asset Managment, Portfolio Management, Quantitative Analytics, Hedge Funds, Equities, Due Diligence, Bloomberg, Valuation
Education
Brown University 2006 — 2010
BA, Applied Math; Economics
London School of Economics and Political Science 2008 — 2009
General Course, Finance
Brown University Endowment January 2015 - Present
AXIS Capital September 2012 - December 2014
Attalus Capital October 2011 - August 2012
Susquehanna International Group August 2010 - May 2011
Arlen Corporation May 2008 - September 2009
Pyramis Global Advisors June 2008 - September 2008
Smith Barney September 2007 - December 2007
Skills
Excel, VBA, Data Analysis, Asset Management, Trading, Options, Investments, Asset Managment, Portfolio Management, Quantitative Analytics, Hedge Funds, Equities, Due Diligence, Bloomberg, Valuation
Education
Brown University 2006 — 2010
BA, Applied Math; Economics
London School of Economics and Political Science 2008 — 2009
General Course, Finance
Kelly L Lounsbury's Pyramis Global Advisors Experience October 2006 - March 2008
Job Regulatory Reporting Laison, Compliance at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street March 2014 - Present
State Street March 2008 - Present
Pyramis Global Advisors October 2006 - March 2008
Nuance Communications September 2005 - October 2006
IPG January 2004 - September 2005
Skills
Forecasting, Financial Modeling, Accounting, Strategic Financial...
Education
Suffolk Univeristy - MBA 2008 — 2016
MBA
Suffolk University - Sawyer Business School 1996 — 1999
BS, Business Administration
Winthrop High School 1991 — 1995
State Street June 2015 - Present
State Street March 2014 - Present
State Street March 2008 - Present
Pyramis Global Advisors October 2006 - March 2008
Nuance Communications September 2005 - October 2006
IPG January 2004 - September 2005
Skills
Forecasting, Financial Modeling, Accounting, Strategic Financial...
Education
Suffolk Univeristy - MBA 2008 — 2016
MBA
Suffolk University - Sawyer Business School 1996 — 1999
BS, Business Administration
Winthrop High School 1991 — 1995
Linjiang Cai's Pyramis Global Advisors Experience June 2010 - August 2010
Job Mortgage Modeling at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
BlackRock March 2011 - September 2013
Pyramis Global Advisors June 2010 - August 2010
Skills
Quantitative Research, Statistical Modeling, Data Analysis, Residential Mortgages, MBS, C++, SQL, R, Python
Education
Massachusetts Institute of Technology 2009 — 2011
Master's Degree, Computational Mathematics
Tsinghua University 2005 — 2009
Bachelor's Degree, Industrial Engineering
Citi October 2013 - Present
BlackRock March 2011 - September 2013
Pyramis Global Advisors June 2010 - August 2010
Skills
Quantitative Research, Statistical Modeling, Data Analysis, Residential Mortgages, MBS, C++, SQL, R, Python
Education
Massachusetts Institute of Technology 2009 — 2011
Master's Degree, Computational Mathematics
Tsinghua University 2005 — 2009
Bachelor's Degree, Industrial Engineering
Greg Pusch's Pyramis Global Advisors Experience November 2007 - February 2011
Job Global Head of Risk and Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia June 2015 - Present
HarbourVest Partners February 2012 - May 2015
Pyramis Global Advisors November 2007 - February 2011
Fidelity Investments June 2006 - November 2007
Paul Hastings March 2004 - May 2006
Edwards Angell Palmer & Dodge LLP February 2002 - February 2004
Ropes & Gray LLP September 1997 - January 2002
United States Navy May 1989 - January 1994
Education
University of Pennsylvania Law School 1995 — 1997
JD, Law
United States Naval Academy 1985 — 1989
B.S., Politcal Science
Lakeside
Matthews Asia June 2015 - Present
HarbourVest Partners February 2012 - May 2015
Pyramis Global Advisors November 2007 - February 2011
Fidelity Investments June 2006 - November 2007
Paul Hastings March 2004 - May 2006
Edwards Angell Palmer & Dodge LLP February 2002 - February 2004
Ropes & Gray LLP September 1997 - January 2002
United States Navy May 1989 - January 1994
Education
University of Pennsylvania Law School 1995 — 1997
JD, Law
United States Naval Academy 1985 — 1989
B.S., Politcal Science
Lakeside
Olga Bourtseva's Pyramis Global Advisors Experience May 2011 - Present
Job Portfolio Associate at Fidelity Investments (GAA)
Industry Investment Management
Experience
Fidelity Investments; Global Asset Allocation June 2015 - Present
Pyramis Global Advisors May 2011 - Present
Pyramis Global Advisors June 2010 - August 2010
Skills
Data Analysis, Russian, Microsoft Office, Critical Thinking, Writing, Mathematics, Basic Accounting, Research, Factset, Bloomberg, Equities, Microsoft Excel, Teamwork, Risk Management, Investments, Alternative Investments, Hedge Funds, Statistics, Spanish, Emerging Markets
Education
Boston College 2014 — 2016
Master of Science in Finance
Bryant University 2007 — 2011
Bachelor of Science in International Business, Finance
Universidad Pablo de Olavide, de Sevilla 2009 — 2009
Cultural Studies
Fidelity Investments; Global Asset Allocation June 2015 - Present
Pyramis Global Advisors May 2011 - Present
Pyramis Global Advisors June 2010 - August 2010
Skills
Data Analysis, Russian, Microsoft Office, Critical Thinking, Writing, Mathematics, Basic Accounting, Research, Factset, Bloomberg, Equities, Microsoft Excel, Teamwork, Risk Management, Investments, Alternative Investments, Hedge Funds, Statistics, Spanish, Emerging Markets
Education
Boston College 2014 — 2016
Master of Science in Finance
Bryant University 2007 — 2011
Bachelor of Science in International Business, Finance
Universidad Pablo de Olavide, de Sevilla 2009 — 2009
Cultural Studies
Stephen Oler's Pyramis Global Advisors Experience September 2005 - December 2014
Job Portfolio Manager, Retired
Industry Financial Services
Experience
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Andrew Addison's Pyramis Global Advisors Experience August 2006 - October 2013
Job Editor & Publisher at THE INSTITUTIONAL VIEW
Industry Financial Services
Experience
THE INSTITUTIONAL VIEW February 2015 - Present
Pyramis Global Advisors August 2006 - October 2013
Fidelity Management & Research 2003 - 2006
Addison Investment 1980 - 2003
Shawmut Bank of Boston 1979 - 1980
Shawmut Bank of Boston 1974 - 1978
Shawmut Bank of Boston 1976 - 1977
Shawmut County Bank 1974 - 1976
Skills
Asset Management, Investments, Equities, Technical Analysis, Equity Research, Financial Markets, Trading, Hedge Funds, Portfolio Management, Fixed Income, Commodity Markets, Foreign Currency, Investment Strategies, Bonds, Asset Allocation, Investment Management, Mutual Funds, ETFs
Education
Babson College 1974 — 1978
MBA program
New England School of Law 1973 — 1974
Law
Amherst College 1969 — 1973
Bachelor of Arts (BA), English
THE INSTITUTIONAL VIEW February 2015 - Present
Pyramis Global Advisors August 2006 - October 2013
Fidelity Management & Research 2003 - 2006
Addison Investment 1980 - 2003
Shawmut Bank of Boston 1979 - 1980
Shawmut Bank of Boston 1974 - 1978
Shawmut Bank of Boston 1976 - 1977
Shawmut County Bank 1974 - 1976
Skills
Asset Management, Investments, Equities, Technical Analysis, Equity Research, Financial Markets, Trading, Hedge Funds, Portfolio Management, Fixed Income, Commodity Markets, Foreign Currency, Investment Strategies, Bonds, Asset Allocation, Investment Management, Mutual Funds, ETFs
Education
Babson College 1974 — 1978
MBA program
New England School of Law 1973 — 1974
Law
Amherst College 1969 — 1973
Bachelor of Arts (BA), English
S. Joel Mittelman CFA,CPA's Pyramis Global Advisors Experience November 2005 - September 2007
Job Portfolio Strategist at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
Kevin Sheehan's Pyramis Global Advisors Experience 2007 - 2008
Job Managing Director Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital November 2010 - Present
Pyramis Global Advisors 2007 - 2008
GE Asset Management 1997 - 2006
John Nuveen & Co, Inc. 1991 - 1997
Skills
Alternative Investments, Hedge Funds
Education
University of Arizona 1987 — 1991
BS, Finance
Iowa State University 1989 — 1990
Finance
Salpointe catholic
Salpointe catholic
Magnetar Capital November 2010 - Present
Pyramis Global Advisors 2007 - 2008
GE Asset Management 1997 - 2006
John Nuveen & Co, Inc. 1991 - 1997
Skills
Alternative Investments, Hedge Funds
Education
University of Arizona 1987 — 1991
BS, Finance
Iowa State University 1989 — 1990
Finance
Salpointe catholic
Salpointe catholic
Anthony Italiano, CFA's Pyramis Global Advisors Experience September 2011 - Present
Job Quantitative Analyst at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors September 2011 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments August 2004 - October 2007
Galaxy Scientific June 2000 - August 2004
Education
Villanova University
MBA, Finance
University of Rhode Island
BS, Business Administration; Management Science and Information Systems
Pyramis Global Advisors September 2011 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments August 2004 - October 2007
Galaxy Scientific June 2000 - August 2004
Education
Villanova University
MBA, Finance
University of Rhode Island
BS, Business Administration; Management Science and Information Systems
Daniel Shield's Pyramis Global Advisors Experience April 2011 - Present
Job Vice President, Investment Operations at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors April 2011 - Present
Geode Capital Management July 2007 - April 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments March 2003 - March 2006
Fidelity Investments May 1999 - March 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
University of Vermont 1993 — 1997
BS
Loomis Chaffee School 1991 — 1993
Pyramis Global Advisors April 2011 - Present
Geode Capital Management July 2007 - April 2011
Fidelity Investments March 2006 - July 2007
Fidelity Investments March 2003 - March 2006
Fidelity Investments May 1999 - March 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
University of Vermont 1993 — 1997
BS
Loomis Chaffee School 1991 — 1993
Tom Carrabine's Pyramis Global Advisors Experience April 2012 - October 2012
Job Director, Relationship Manager and Business Development at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
Steve Balter, CFA's Pyramis Global Advisors Experience February 2007 - Present
Job Portfolio Manager at Pyramis Global Advisors
Industry
Experience
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Gina Gallagher's Pyramis Global Advisors Experience October 2005 - July 2014
Job Regulatory Program Management
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Pyramis Global Advisors October 2005 - July 2014
Fidelity Investments June 1996 - October 2005
Skills
Financial Services, Asset Management, Risk Management
Education
Suffolk University 1996 — 1998
Master of Science (M.S.), Finance, General
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments July 2014 - Present
Pyramis Global Advisors October 2005 - July 2014
Fidelity Investments June 1996 - October 2005
Skills
Financial Services, Asset Management, Risk Management
Education
Suffolk University 1996 — 1998
Master of Science (M.S.), Finance, General
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Peter Hadden's Pyramis Global Advisors Experience November 2005 - Present
Job Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors November 2005 - Present
Putnam Investments 2000 - 2005
Skills
Equities
Education
Clark University
Pyramis Global Advisors November 2005 - Present
Putnam Investments 2000 - 2005
Skills
Equities
Education
Clark University