Robertson Stephens & Co.
Industry: Investment company
DescriptionRobertson Stephens is a San Francisco-based wealth management firm. Robertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. Founded: 1971 Headquarters: San Francisco, CA Founders: Sanford Robertson, Robert Coleman, Ken Siebel
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Robertson Stephens & Co. Employees
Employee
Years
Job
Industry
Hannah Sullivan Hannah Sullivan's Robertson Stephens & Co. Experience 1992 - 1998
Job CoFounder at Emerald Bay Wealth Management
Industry Investment Management
Experience
Emerald Bay Wealth Management May 2011 - Present
Tahoe Trips & Trails, LLC April 2003 - April 2011
Fremont Ventures March 1999 - May 2001
Fox Paine May 1998 - March 1999
Robertson Stephens & Co. 1992 - 1998
Chase Manhattan Bank N.A. August 1986 - June 1990
Skills
Venture Capital, Start-ups, Business Strategy, Social Media, Strategic Planning, Private Equity, Mergers & Acquisitions, Marketing Strategy, Investments, Public Relations, Public Speaking, Alternative Investments, Entrepreneurship, Business Development, Management, Marketing, Hedge Funds, Strategic Partnerships, New Business Development, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA
Cornell University 1982 — 1986
BA, Spanish Literature
Emerald Bay Wealth Management May 2011 - Present
Tahoe Trips & Trails, LLC April 2003 - April 2011
Fremont Ventures March 1999 - May 2001
Fox Paine May 1998 - March 1999
Robertson Stephens & Co. 1992 - 1998
Chase Manhattan Bank N.A. August 1986 - June 1990
Skills
Venture Capital, Start-ups, Business Strategy, Social Media, Strategic Planning, Private Equity, Mergers & Acquisitions, Marketing Strategy, Investments, Public Relations, Public Speaking, Alternative Investments, Entrepreneurship, Business Development, Management, Marketing, Hedge Funds, Strategic Partnerships, New Business Development, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA
Cornell University 1982 — 1986
BA, Spanish Literature
David Stastny David Stastny's Robertson Stephens & Co. Experience 1991 - 1993
Job Managing Director at Centaur Partners, LLC
Industry Investment Banking
Experience
Dresner Partners April 2014 - Present
Centaur Partners, LLC 2011 - Present
Wunderlich Securities January 2011 - March 2014
Osprey & GKM Ventures March 1999 - December 2010
Oppenheimer & Co. (CIBC) 1993 - 1996
Robertson Stephens & Co. 1991 - 1993
Netwise Corporation 1990 - 1991
DataVoice Solutions Corp 1986 - 1990
Rolm Corporation 1986 - 1990
Skills
Investment Banking, Executive Management, Venture Capital, Semiconductors, Infrastructure, Enterprise Software, Energy Management, Lighting, Private Equity, Mergers & Acquisitions, Equity Research, Management, Mergers, Start-ups, Equities, Valuation, Strategic Partnerships, Entrepreneurship, Portfolio Management, Private Placements, Corporate Development, Investments, Investor Relations, IPO, Finance, Restructuring, Corporate Finance, Funding, Capital Markets, Financial Modeling, M&A experience, Equity Capital Markets, Due Diligence, Trading, Mutual Funds, Alternative Investments, Hedge Funds, Financial Advisory, Securities, Leveraged Finance, Equity Valuation
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Marketing and International Business
University of Colorado at Boulder
BS in Business Administration, International Business, Finance and Marketing
Dresner Partners April 2014 - Present
Centaur Partners, LLC 2011 - Present
Wunderlich Securities January 2011 - March 2014
Osprey & GKM Ventures March 1999 - December 2010
Oppenheimer & Co. (CIBC) 1993 - 1996
Robertson Stephens & Co. 1991 - 1993
Netwise Corporation 1990 - 1991
DataVoice Solutions Corp 1986 - 1990
Rolm Corporation 1986 - 1990
Skills
Investment Banking, Executive Management, Venture Capital, Semiconductors, Infrastructure, Enterprise Software, Energy Management, Lighting, Private Equity, Mergers & Acquisitions, Equity Research, Management, Mergers, Start-ups, Equities, Valuation, Strategic Partnerships, Entrepreneurship, Portfolio Management, Private Placements, Corporate Development, Investments, Investor Relations, IPO, Finance, Restructuring, Corporate Finance, Funding, Capital Markets, Financial Modeling, M&A experience, Equity Capital Markets, Due Diligence, Trading, Mutual Funds, Alternative Investments, Hedge Funds, Financial Advisory, Securities, Leveraged Finance, Equity Valuation
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Marketing and International Business
University of Colorado at Boulder
BS in Business Administration, International Business, Finance and Marketing
Thomas Hundt Thomas Hundt's Robertson Stephens & Co. Experience January 1999 - August 2002
Job Senior Software Engineer at Navera, Inc.
Industry Computer Software
Experience
Navera, Inc. May 2015 - Present
Workstat Software August 1997 - May 2015
Click Group, Inc. July 2009 - October 2009
Wells Fargo January 2008 - July 2009
CoValuate October 2005 - January 2008
Finaplex Inc. June 2004 - December 2004
Finaplex Inc August 2002 - January 2003
Robertson Stephens & Co January 1999 - August 2002
Sierra Research April 1998 - June 1999
Eastman Kodak, Health Imaging Division June 1998 - January 1999
Skills
Software Development, JavaScript, AJAX, HTML5, Databases, Java, Agile Methodologies, SDLC, Linux, Perl, Cloud Computing, MySQL, Java Enterprise Edition, Web Applications, SQL, Oracle, C++, Database Design, Product Management, Tomcat, Python, Web Development, Shell Scripting, Architecture, Enterprise Software, Business Analysis, Software Engineering, Architectures, PHP, Enterprise Architecture, Distributed Systems, Management, Unix, Strategy, Scrum, Consulting, Nonprofit Management, Strategic Planning, Accreditation, Business Strategy, Real Estate, IT Strategy, IT Operations, Business Process..., XML, CSS
Education
Rutgers University Graduate School New Brunswick 1987 — 1990
MS, Electrical & Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Mahwah High School 1979 — 1983
Navera, Inc. May 2015 - Present
Workstat Software August 1997 - May 2015
Click Group, Inc. July 2009 - October 2009
Wells Fargo January 2008 - July 2009
CoValuate October 2005 - January 2008
Finaplex Inc. June 2004 - December 2004
Finaplex Inc August 2002 - January 2003
Robertson Stephens & Co January 1999 - August 2002
Sierra Research April 1998 - June 1999
Eastman Kodak, Health Imaging Division June 1998 - January 1999
Skills
Software Development, JavaScript, AJAX, HTML5, Databases, Java, Agile Methodologies, SDLC, Linux, Perl, Cloud Computing, MySQL, Java Enterprise Edition, Web Applications, SQL, Oracle, C++, Database Design, Product Management, Tomcat, Python, Web Development, Shell Scripting, Architecture, Enterprise Software, Business Analysis, Software Engineering, Architectures, PHP, Enterprise Architecture, Distributed Systems, Management, Unix, Strategy, Scrum, Consulting, Nonprofit Management, Strategic Planning, Accreditation, Business Strategy, Real Estate, IT Strategy, IT Operations, Business Process..., XML, CSS
Education
Rutgers University Graduate School New Brunswick 1987 — 1990
MS, Electrical & Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Mahwah High School 1979 — 1983
Michelle Van Otten Michelle Van Otten's Robertson Stephens & Co. Experience 1997 - 2002
Job Brand Strategist MichelleVanOtten.com Personal & Business Branding | Positioning | Business Strategy | Consulting
Industry Marketing and Advertising
Experience
MichelleVanOtten.com January 2010 - Present
Ultimate Potential August 2004 - December 2010
Robertson Stephens & Co. 1997 - 2002
Skills
Public Speaking, Coaching, Strategic Planning, Entrepreneurship, Wellness, Marketing Strategy, Personal Training, Fitness, Personal Development, Strategy, Start-ups, Leadership, Email Marketing, Lead Generation, Blogging, Program Management, Sales, Training, Fundraising, Time Management, Teaching, New Business Development, Brand Development, Branding, Marketing, Social Media Marketing, Social Networking, Social Media, Online Marketing
Education
University of California, Berkeley
Art & Design
MichelleVanOtten.com January 2010 - Present
Ultimate Potential August 2004 - December 2010
Robertson Stephens & Co. 1997 - 2002
Skills
Public Speaking, Coaching, Strategic Planning, Entrepreneurship, Wellness, Marketing Strategy, Personal Training, Fitness, Personal Development, Strategy, Start-ups, Leadership, Email Marketing, Lead Generation, Blogging, Program Management, Sales, Training, Fundraising, Time Management, Teaching, New Business Development, Brand Development, Branding, Marketing, Social Media Marketing, Social Networking, Social Media, Online Marketing
Education
University of California, Berkeley
Art & Design
Jared Miles Jared Miles's Robertson Stephens & Co. Experience July 2001 - July 2002
Job Seasoned Household Manager, Event Manager, Luxury Home Construction Management, Smart Home Technology
Industry Consumer Services
Experience
Private May 2014 - Present
Mahler Enterprises May 2013 - May 2014
Self Employed March 2010 - March 2013
Vallejo Investments, Inc March 2006 - March 2010
Alpine Development Group 2005 - 2006
Robertson Stephens & Co. July 2001 - July 2002
Skills
Budgets, Project Management, Management, Event Planning, Team Building, Facilities Management, Contract Negotiation, Strategy, Process Improvement, Training, Event Management, Recruiting, Customer Service, Strategic Planning, Human Resources, Public Speaking, Process Scheduler, Social Media Marketing, Leadership Development, Social Media
Education
Northgate High School 1989 — 1993
University of Nevada-Reno
Private May 2014 - Present
Mahler Enterprises May 2013 - May 2014
Self Employed March 2010 - March 2013
Vallejo Investments, Inc March 2006 - March 2010
Alpine Development Group 2005 - 2006
Robertson Stephens & Co. July 2001 - July 2002
Skills
Budgets, Project Management, Management, Event Planning, Team Building, Facilities Management, Contract Negotiation, Strategy, Process Improvement, Training, Event Management, Recruiting, Customer Service, Strategic Planning, Human Resources, Public Speaking, Process Scheduler, Social Media Marketing, Leadership Development, Social Media
Education
Northgate High School 1989 — 1993
University of Nevada-Reno
Douglas Moore Douglas Moore's Robertson Stephens & Co. Experience 1984 - 1998
Job Real Estate and Private Equity Investing
Industry Venture Capital & Private Equity
Experience
HOPE361 May 2014 - Present
Go Green Auto Spa March 2013 - Present
Epic Equity LP August 2010 - Present
Alvernaz Partners January 2008 - Present
Alvernaz Brokers February 2007 - Present
Heartwood Capital July 2002 - September 2005
Robertson Stephens & Co. 1984 - 1998
Goldman Sachs 1981 - 1984
Skills
Real Estate Transactions, Residential Homes, Real Estate, Investors, Investment Properties, Short Sales, Negotiation, Investments, First Time Home Buyers, REO, Relocation, Foreclosures, Sellers, Single Family Homes, Home Staging, Buyer Representation, Condos, 1031 Exchanges, SFR, Real Property, Income Properties, Referrals, Townhomes, Listings, Luxury, Property Management, Seniors, Real Estate Financing, Property, ABR, New Home Sales, Real Estate Economics, Move Up Buyers, Buyers, Brokerage, Rentals, Relocation Buyers, Leases, International Real..., Real Estate Development
Education
Brigham Young University 1975 — 1977
Master of Business Administration (MBA), Finance, General
Brown Univ. and Brigham Young University 1971 — 1977
AB and MBA, Political Science and Finance
Brown University 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
HOPE361 May 2014 - Present
Go Green Auto Spa March 2013 - Present
Epic Equity LP August 2010 - Present
Alvernaz Partners January 2008 - Present
Alvernaz Brokers February 2007 - Present
Heartwood Capital July 2002 - September 2005
Robertson Stephens & Co. 1984 - 1998
Goldman Sachs 1981 - 1984
Skills
Real Estate Transactions, Residential Homes, Real Estate, Investors, Investment Properties, Short Sales, Negotiation, Investments, First Time Home Buyers, REO, Relocation, Foreclosures, Sellers, Single Family Homes, Home Staging, Buyer Representation, Condos, 1031 Exchanges, SFR, Real Property, Income Properties, Referrals, Townhomes, Listings, Luxury, Property Management, Seniors, Real Estate Financing, Property, ABR, New Home Sales, Real Estate Economics, Move Up Buyers, Buyers, Brokerage, Rentals, Relocation Buyers, Leases, International Real..., Real Estate Development
Education
Brigham Young University 1975 — 1977
Master of Business Administration (MBA), Finance, General
Brown Univ. and Brigham Young University 1971 — 1977
AB and MBA, Political Science and Finance
Brown University 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Elizabeth Montgomery, CFA's Robertson Stephens & Co. Experience August 2000 - June 2002
Job Retail and Consumer Analyst
Industry Retail
Experience
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Roberta Hurst Roberta Hurst's Robertson Stephens & Co. Experience 1993 - 1995
Job Senior Vice President at KeyBank Corp
Industry Investment Banking
Experience
KeyBank Corp February 2013 - Present
Moss Adams Capital LLC April 2011 - January 2013
UBS Wealth Management 2005 - 2007
Punk Ziegel 1999 - 2001
Morgan Stanley Dean Witter 1989 - 1999
Robertson Stephens & Co 1993 - 1995
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Strategy, Financial Analysis, Mergers & Acquisitions, Valuation, Equities, Mergers, Financial Modeling, Venture Capital, Due Diligence, Debt & Equity Financing, Capital Markets
Education
Indiana University Bloomington 1984 — 1989
National University of Singapore 1988 — 1988
Peking University 1987 — 1988
KeyBank Corp February 2013 - Present
Moss Adams Capital LLC April 2011 - January 2013
UBS Wealth Management 2005 - 2007
Punk Ziegel 1999 - 2001
Morgan Stanley Dean Witter 1989 - 1999
Robertson Stephens & Co 1993 - 1995
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Strategy, Financial Analysis, Mergers & Acquisitions, Valuation, Equities, Mergers, Financial Modeling, Venture Capital, Due Diligence, Debt & Equity Financing, Capital Markets
Education
Indiana University Bloomington 1984 — 1989
National University of Singapore 1988 — 1988
Peking University 1987 — 1988
Sarah Gragg Stascausky Sarah Gragg Stascausky's Robertson Stephens & Co. Experience January 1994 - August 2002
Job at Iron Bridge Mortgage Fund LLC
Industry Investment Management
Experience
Iron Bridge Lending LLC / Iron Bridge Mortgage Fund LLC May 2009 - Present
POSH Baby, LLC and POSH Boutique January 2007 - October 2010
Cost Plus World Market August 2002 - August 2003
Robertson Stephens & Co. January 1994 - August 2002
Education
Stanford University Graduate School of Business 1999 — 2001
University of Oregon 1990 — 1994
BS, Business & Political Science
Iron Bridge Lending LLC / Iron Bridge Mortgage Fund LLC May 2009 - Present
POSH Baby, LLC and POSH Boutique January 2007 - October 2010
Cost Plus World Market August 2002 - August 2003
Robertson Stephens & Co. January 1994 - August 2002
Education
Stanford University Graduate School of Business 1999 — 2001
University of Oregon 1990 — 1994
BS, Business & Political Science
Nathalie Brand Nathalie Brand's Robertson Stephens & Co. Experience 1995 - 1999
Job Owner at The Dig * fine home consignment
Industry Consumer Goods
Experience
The Dig * fine home consignment August 2013 - Present
Thomas Weisel Partners 2001 - 2007
Street Fusion 2001 - 2002
E*Offering March 1999 - August 2000
Robertson Stephens & Co 1995 - 1999
Skills
Skin Care, Social Media, Fitness, Direct Sales, Retail, Market Analysis, Entrepreneurship, Leadership, Sales, Equities, Skin, Acne, Marketing, Start-ups, Strategy, Competitive Analysis, Social Networking, Customer Service, Strategic Planning, Team Building, Social Media Marketing, Business Development, Management, Marketing Strategy
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
The Dig * fine home consignment August 2013 - Present
Thomas Weisel Partners 2001 - 2007
Street Fusion 2001 - 2002
E*Offering March 1999 - August 2000
Robertson Stephens & Co 1995 - 1999
Skills
Skin Care, Social Media, Fitness, Direct Sales, Retail, Market Analysis, Entrepreneurship, Leadership, Sales, Equities, Skin, Acne, Marketing, Start-ups, Strategy, Competitive Analysis, Social Networking, Customer Service, Strategic Planning, Team Building, Social Media Marketing, Business Development, Management, Marketing Strategy
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
Jeffrey Coons Jeffrey Coons's Robertson Stephens & Co. Experience July 1993 - March 1997
Job Carden Capital
Industry Investment Management
Experience
Carden Capital January 2014 - Present
Relentless Capital January 2010 - December 2013
Viewpoint Investment Partners May 1999 - December 2009
Wall Street Associates April 1997 - August 1998
Robertson Stephens & Co. July 1993 - March 1997
Goldman Sachs June 1992 - June 1993
Skills
Equity Research, Portfolio Management, Investments, Hedge Funds, Trading, Investment Strategies, Alternative Investments, Equity Valuation, Valuation, Financial Modeling, Retail, Emerging Markets, Asset Management, Equities, Fundraising, Corporate Development, Emerging Growth..., Financial Analysis, Asset Managment, Consumer Products, Economics, Investment Management..., Fundamental Analysis, Growth Investing, Strategy, Consumer, Consumer Staples, Small Cap, Long/Short Equity, Business Strategy, Product Design, Quantitative Research, Quantitative Analytics
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Pepperdine University 1989 — 1993
BA, Economics
Carden Capital January 2014 - Present
Relentless Capital January 2010 - December 2013
Viewpoint Investment Partners May 1999 - December 2009
Wall Street Associates April 1997 - August 1998
Robertson Stephens & Co. July 1993 - March 1997
Goldman Sachs June 1992 - June 1993
Skills
Equity Research, Portfolio Management, Investments, Hedge Funds, Trading, Investment Strategies, Alternative Investments, Equity Valuation, Valuation, Financial Modeling, Retail, Emerging Markets, Asset Management, Equities, Fundraising, Corporate Development, Emerging Growth..., Financial Analysis, Asset Managment, Consumer Products, Economics, Investment Management..., Fundamental Analysis, Growth Investing, Strategy, Consumer, Consumer Staples, Small Cap, Long/Short Equity, Business Strategy, Product Design, Quantitative Research, Quantitative Analytics
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Pepperdine University 1989 — 1993
BA, Economics
Patrick Lin Patrick Lin's Robertson Stephens & Co. Experience 1993 - 1999
Job Player/Coach in the game of life
Industry Investment Management
Experience
Primarius Capital 2001 - Present
Blue Line Pizza October 2011 - Present
E*Offering 1999 - 2000
Robertson Stephens & Co. 1993 - 1999
Baxter Healthcare 1986 - 1988
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
University of Southern California
Bachelor of Science, Business Administration
Cahuenga Elementary School
San Marino High School
Virgil Junior High
Primarius Capital 2001 - Present
Blue Line Pizza October 2011 - Present
E*Offering 1999 - 2000
Robertson Stephens & Co. 1993 - 1999
Baxter Healthcare 1986 - 1988
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
University of Southern California
Bachelor of Science, Business Administration
Cahuenga Elementary School
San Marino High School
Virgil Junior High
Adam Striffler Adam Striffler's Robertson Stephens & Co. Experience 2000 - 2002
Job Managing Director, Head of Sales & Product Development at Rebar Systems, LLC
Industry Financial Services
Experience
Rebar Systems, LLC 2015 - Present
REDI Technologies 2013 - 2015
Goldman Sachs 2004 - 2013
Robertson Stephens & Co. 2000 - 2002
Pioneer Investments 1998 - 2000
Skills
Electronic Trading, Equity Trading, Derivatives, Trading Systems, EMS, OMS, Smart Order Routing, Algorithms, Brokerage, Hedge Funds, Canada, Series 7, Serie 55, Series 6, Series 63, Direct Sales, Options, Financial Markets, Investment Banking, Order Management, Routing, Prime Brokerage, Equities, Fixed Income, Equity Derivatives, Middle Office, Trading Strategies, Exchange Connectivity, Trading, Bloomberg, Trading System, Proprietary Trading, Market Data, FX Options
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Business, Finance
The Ohio State University
Bachelor of Arts (BA), Economics
Rebar Systems, LLC 2015 - Present
REDI Technologies 2013 - 2015
Goldman Sachs 2004 - 2013
Robertson Stephens & Co. 2000 - 2002
Pioneer Investments 1998 - 2000
Skills
Electronic Trading, Equity Trading, Derivatives, Trading Systems, EMS, OMS, Smart Order Routing, Algorithms, Brokerage, Hedge Funds, Canada, Series 7, Serie 55, Series 6, Series 63, Direct Sales, Options, Financial Markets, Investment Banking, Order Management, Routing, Prime Brokerage, Equities, Fixed Income, Equity Derivatives, Middle Office, Trading Strategies, Exchange Connectivity, Trading, Bloomberg, Trading System, Proprietary Trading, Market Data, FX Options
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, MSF, Business, Finance
The Ohio State University
Bachelor of Arts (BA), Economics
Kerry Rosenhagen Kerry Rosenhagen's Robertson Stephens & Co. Experience 1993 - 1997
Job Principal at Chainalytics
Industry Management Consulting
Experience
Chainalytics April 2013 - Present
The Works September 2011 - Present
Electric Yacht August 2011 - April 2013
Resonance Companies, LLC October 2010 - April 2013
Innovative Timber Systems May 2010 - January 2012
Chicago 2016 2008 - 2009
Chainalytics LLC September 2002 - May 2008
i2 Technologies April 1997 - July 2002
i2 Technologies April 1997 - July 2002
Robertson Stephens & Co. 1993 - 1997
Skills
Financial Modeling, Business Analytics, Strategic Planning, Personnel Recruiting, Mergers, Planning, Analysis, Supply Chain Management, Mergers & Acquisitions, Project Planning, Product Management, Project Management, Forecasting, Logistics, Management Consulting, Supply Chain, Management, Start-ups, Executive Management, Product Marketing, Strategy, Leadership, Cross-functional Team...
Education
Massachusetts Institute of Technology 1989 — 1993
Bachelor, Electrical Engineering
Chainalytics April 2013 - Present
The Works September 2011 - Present
Electric Yacht August 2011 - April 2013
Resonance Companies, LLC October 2010 - April 2013
Innovative Timber Systems May 2010 - January 2012
Chicago 2016 2008 - 2009
Chainalytics LLC September 2002 - May 2008
i2 Technologies April 1997 - July 2002
i2 Technologies April 1997 - July 2002
Robertson Stephens & Co. 1993 - 1997
Skills
Financial Modeling, Business Analytics, Strategic Planning, Personnel Recruiting, Mergers, Planning, Analysis, Supply Chain Management, Mergers & Acquisitions, Project Planning, Product Management, Project Management, Forecasting, Logistics, Management Consulting, Supply Chain, Management, Start-ups, Executive Management, Product Marketing, Strategy, Leadership, Cross-functional Team...
Education
Massachusetts Institute of Technology 1989 — 1993
Bachelor, Electrical Engineering
linda schoff linda schoff's Robertson Stephens & Co. Experience 1995 - 2001
Job Abstract Artist at www.lindaschoff.com
Industry Fine Art
Experience
Mount Snow November 2009 - Present
www.lindaschoff.com January 2009 - Present
Cantor Fitzgerald September 2001 - February 2009
Robertson Stephens & Co 1995 - 2001
Cantor Fitzgerald 1990 - 1995
Drexel Burnham Lambert June 1989 - February 1990
Skills
Trading, Equities, Strategy, Social Media Marketing, Financial Modeling, Bloomberg, Investments, Series 7, Options, Securities, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Asset Management, Equity Trading, Microsoft Excel, Fixed Income, Training, Coaching, Finance, Valuation, Sales
Education
State University of New York College at Buffalo 1985 — 1989
bs, Economics
Mount Snow November 2009 - Present
www.lindaschoff.com January 2009 - Present
Cantor Fitzgerald September 2001 - February 2009
Robertson Stephens & Co 1995 - 2001
Cantor Fitzgerald 1990 - 1995
Drexel Burnham Lambert June 1989 - February 1990
Skills
Trading, Equities, Strategy, Social Media Marketing, Financial Modeling, Bloomberg, Investments, Series 7, Options, Securities, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Asset Management, Equity Trading, Microsoft Excel, Fixed Income, Training, Coaching, Finance, Valuation, Sales
Education
State University of New York College at Buffalo 1985 — 1989
bs, Economics
Emeric McDonald Emeric McDonald's Robertson Stephens & Co. Experience 1995 - 1997
Job Managing Director, Octane Capital
Industry Financial Services
Experience
Octane Capital April 2000 - Present
Amerindo Investment Advisors March 1997 - March 2000
Robertson Stephens & Co. 1995 - 1997
Education
University of Illinois at Urbana-Champaign
MS, Computer Science
Dartmouth College
BA, Computer Science
Robert Louis Stevenson
Octane Capital April 2000 - Present
Amerindo Investment Advisors March 1997 - March 2000
Robertson Stephens & Co. 1995 - 1997
Education
University of Illinois at Urbana-Champaign
MS, Computer Science
Dartmouth College
BA, Computer Science
Robert Louis Stevenson
Greg Sneddon's Robertson Stephens & Co. Experience September 1997 - August 1999
Job Sr. Managing Director at Consilium Partners LLC
Industry Investment Banking
Experience
Consilium Partners LLC April 2000 - Present
FleetBoston Robertson Stephens August 1999 - April 2000
Robertson Stephens & Co. September 1997 - August 1999
Bank of Boston 1994 - September 1997
KPMG Corporate Finance 1992 - 1994
Skills
Mergers & Acquisitions, Investment Banking, Finance, Capital Raising, Private Equity, Mergers, Venture Capital, Valuation, Corporate Finance, Corporate Development, Capital Markets, LBO, Private Placements, M&A experience, Recapitalizations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1988
MBA; MS in Finance
Bentley University 1979 — 1982
B.S., Computer Science
Consilium Partners LLC April 2000 - Present
FleetBoston Robertson Stephens August 1999 - April 2000
Robertson Stephens & Co. September 1997 - August 1999
Bank of Boston 1994 - September 1997
KPMG Corporate Finance 1992 - 1994
Skills
Mergers & Acquisitions, Investment Banking, Finance, Capital Raising, Private Equity, Mergers, Venture Capital, Valuation, Corporate Finance, Corporate Development, Capital Markets, LBO, Private Placements, M&A experience, Recapitalizations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1988
MBA; MS in Finance
Bentley University 1979 — 1982
B.S., Computer Science
Doug Grossman's Robertson Stephens & Co. Experience October 1998 - September 2002
Job Founder at Dingo Technologies
Industry Computer Software
Experience
Dingo Technologies September 2015 - Present
KKR November 2007 - April 2014
Finaplex October 2005 - November 2007
Robertson Stephens & Co October 1998 - September 2002
Financial Data Concepts June 1996 - November 1999
J.P. Morgan June 1993 - June 1996
Kidder Peabody January 1990 - June 1993
Education
Queens College
Bachelor's degree, Computer Science
Dingo Technologies September 2015 - Present
KKR November 2007 - April 2014
Finaplex October 2005 - November 2007
Robertson Stephens & Co October 1998 - September 2002
Financial Data Concepts June 1996 - November 1999
J.P. Morgan June 1993 - June 1996
Kidder Peabody January 1990 - June 1993
Education
Queens College
Bachelor's degree, Computer Science
Wade Hampton King, M.D., M.P.H., M.S.M. Wade Hampton King, M.D., M.P.H., M.S.M.'s Robertson Stephens & Co. Experience November 1996 - July 2002
Job Portfolio Manager, Investment Manager, Risk Manager, Equity Research Director, Senior Investment Analyst, Healthcare
Industry Investment Management
Experience
Obermeyer Wood Investment Council February 2012 - Present
NeoMend, Inc. November 2008 - July 2011
Sirius Advisors 2007 - 2008
Montgomery November 2004 - December 2006
Wells Fargo Securities August 2002 - November 2004
Robertson Stephens & Co. November 1996 - July 2002
Wade Hampton King, M.D., Inc. January 1987 - October 1996
Skills
Healthcare, Financial Advisory, Investment Research, Portfolio Manager, Investment Manager, Risk Manager, Wealth Manager, Senior Investment..., Equity Research Director
Education
Stanford University Graduate School of Business 1995 — 1996
MSM
University of California, San Francisco 1984 — 1986
University of California, San Francisco 1982 — 1984
University of North Carolina at Chapel Hill School of Medicine 1977 — 1982
MD, MPH
Princeton University 1973 — 1977
BA
Obermeyer Wood Investment Council February 2012 - Present
NeoMend, Inc. November 2008 - July 2011
Sirius Advisors 2007 - 2008
Montgomery November 2004 - December 2006
Wells Fargo Securities August 2002 - November 2004
Robertson Stephens & Co. November 1996 - July 2002
Wade Hampton King, M.D., Inc. January 1987 - October 1996
Skills
Healthcare, Financial Advisory, Investment Research, Portfolio Manager, Investment Manager, Risk Manager, Wealth Manager, Senior Investment..., Equity Research Director
Education
Stanford University Graduate School of Business 1995 — 1996
MSM
University of California, San Francisco 1984 — 1986
University of California, San Francisco 1982 — 1984
University of North Carolina at Chapel Hill School of Medicine 1977 — 1982
MD, MPH
Princeton University 1973 — 1977
BA
Chris Pelgrift's Robertson Stephens & Co. Experience October 1998 - April 2000
Job Partner at Park Ridge Advisors, LLC
Industry Financial Services
Experience
Park Ridge Advisors, LLC December 2009 - Present
Envision Schools October 2006 - November 2009
Montgomery/BofA Securities April 2000 - June 2006
Robertson Stephens & Co. October 1998 - April 2000
Plynetics Corporation September 1994 - September 1998
William Hill & Co. August 1989 - August 1994
CS First Boston, Inc. August 1987 - August 1989
CS First Boston, Inc. August 1983 - August 1985
Skills
Strategic Planning, Business Strategy, Budgeting, Fundraising, Team Building, Staff Development, Mentoring, Coaching, Problem Solving, Administration, Mergers, Microsoft Office, Financial Analysis, Financial Management, Change Management, Risk Management, Business Planning, Financial Modeling, Operations Management, Negotiation, Corporate Finance, Financial Reporting, Accounting, Forecasting, Process Improvement, Financial Planning, Organizational..., Due Diligence, Planning, Strategy Development, Non-profits, Performance Management, Philanthropy, Private Equity, Organizational..., Valuation, Management, Finance, Executive Management, Investment Banking, Capital Markets, Performance Metrics, Cash Management, Contract Management, Leadership Development, Leadership, Budgets, Mergers & Acquisitions, Strategy, Asset Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Amherst College 1979 — 1983
B.A., Economics
The Loomis Chaffee School 1975 — 1979
Diploma
Fuller Theological Seminary
M.A.T., Metaphysical Theology
Park Ridge Advisors, LLC December 2009 - Present
Envision Schools October 2006 - November 2009
Montgomery/BofA Securities April 2000 - June 2006
Robertson Stephens & Co. October 1998 - April 2000
Plynetics Corporation September 1994 - September 1998
William Hill & Co. August 1989 - August 1994
CS First Boston, Inc. August 1987 - August 1989
CS First Boston, Inc. August 1983 - August 1985
Skills
Strategic Planning, Business Strategy, Budgeting, Fundraising, Team Building, Staff Development, Mentoring, Coaching, Problem Solving, Administration, Mergers, Microsoft Office, Financial Analysis, Financial Management, Change Management, Risk Management, Business Planning, Financial Modeling, Operations Management, Negotiation, Corporate Finance, Financial Reporting, Accounting, Forecasting, Process Improvement, Financial Planning, Organizational..., Due Diligence, Planning, Strategy Development, Non-profits, Performance Management, Philanthropy, Private Equity, Organizational..., Valuation, Management, Finance, Executive Management, Investment Banking, Capital Markets, Performance Metrics, Cash Management, Contract Management, Leadership Development, Leadership, Budgets, Mergers & Acquisitions, Strategy, Asset Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Amherst College 1979 — 1983
B.A., Economics
The Loomis Chaffee School 1975 — 1979
Diploma
Fuller Theological Seminary
M.A.T., Metaphysical Theology
Robert Pellati's Robertson Stephens & Co. Experience January 1996 - January 1997
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Rob Zidar Rob Zidar's Robertson Stephens & Co. Experience March 1992 - June 1998
Job Principal at ThirdParent
Industry Financial Services
Experience
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
Vivian Wohl Vivian Wohl's Robertson Stephens & Co. Experience 1987 - 1997
Job Senior Investment Analyst, Federated Kaufmann Funds
Industry Investment Management
Experience
Federated Investors (Federated Kaufmann Fund) May 1999 - Present
Merrill Lynch August 1997 - April 1999
Robertson Stephens & Co. 1987 - 1997
Crown Advisors Ltd. 1981 - 1987
Education
Columbia Graduate School of Business
MBA, Finance and Accounting
Cornell University
BA, Economics
Federated Investors (Federated Kaufmann Fund) May 1999 - Present
Merrill Lynch August 1997 - April 1999
Robertson Stephens & Co. 1987 - 1997
Crown Advisors Ltd. 1981 - 1987
Education
Columbia Graduate School of Business
MBA, Finance and Accounting
Cornell University
BA, Economics
Ed Brandman Ed Brandman's Robertson Stephens & Co. Experience July 1998 - August 2001
Job Partner at Kohlberg Kravis Roberts & Co
Industry Venture Capital & Private Equity
Experience
KKR August 2007 - Present
PricewaterhouseCoopers July 2006 - August 2007
OMT Partners LLC October 2003 - July 2006
Renaissance Trading Technologies November 2001 - October 2003
Robertson Stephens & Co July 1998 - August 2001
JP Morgan March 1992 - July 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (BA), Political Science
KKR August 2007 - Present
PricewaterhouseCoopers July 2006 - August 2007
OMT Partners LLC October 2003 - July 2006
Renaissance Trading Technologies November 2001 - October 2003
Robertson Stephens & Co July 1998 - August 2001
JP Morgan March 1992 - July 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (BA), Political Science
Jim Considine's Robertson Stephens & Co. Experience February 1999 - December 2002
Job COO, CFO, Derivatives & Capital Markets Advisor
Industry Capital Markets
Experience
McKay Brothers, LLC 2011 - Present
Quincy Data 2011 - Present
EDACAMA LLC January 2003 - Present
Robertson Stephens & Co. February 1999 - December 2002
FleetBoston Robertson Stephens February 1999 - December 2002
JP Morgan June 1987 - January 1999
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, Capital Markets
Boston College 1983 — 1987
BS, Business Management / Computer Science
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
BS, Business Management, Computer Science
McKay Brothers, LLC 2011 - Present
Quincy Data 2011 - Present
EDACAMA LLC January 2003 - Present
Robertson Stephens & Co. February 1999 - December 2002
FleetBoston Robertson Stephens February 1999 - December 2002
JP Morgan June 1987 - January 1999
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, Capital Markets
Boston College 1983 — 1987
BS, Business Management / Computer Science
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
BS, Business Management, Computer Science
Brian Flynn's Robertson Stephens & Co. Experience 1995 - 1999
Job Investor and Serial Entrepreneur. CoFounder at FounderPartners.
Industry Venture Capital & Private Equity
Experience
FounderPartners January 2013 - Present
Relevad Corporation 2006 - Present
Esplanade Partners, LLC 2002 - Present
AdMovate, Inc. (acquired by Yahoo!) 2012 - 2013
Macromedia, Inc. (acquired by Adobe Systems) 2003 - 2006
IMsecure (acquired by Checkpoint Software) 2002 - 2003
Investment Group of Santa Barbara (IGSB) 1999 - 2002
Robertson Stephens & Co 1995 - 1999
Morgan Stanley & Co. 1990 - 1993
Skills
Entrepreneurship, Strategy, Corporate Development, Investments, Mergers, Digital Media, Software, Early Stage, Early stage investments, Mobile, Acquisitions, Mobile Devices, Venture Capital, Business Strategy, Enterprise Software, Finance, Mergers & Acquisitions, Start-ups, Corporate Finance, Angel Investing, Business Development, Competitive Analysis, Strategic Partnerships, M&A experience, Product Management, Go-to-market Strategy, SaaS, E-commerce, IPO
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1986 — 1990
BA, Philosophy
FounderPartners January 2013 - Present
Relevad Corporation 2006 - Present
Esplanade Partners, LLC 2002 - Present
AdMovate, Inc. (acquired by Yahoo!) 2012 - 2013
Macromedia, Inc. (acquired by Adobe Systems) 2003 - 2006
IMsecure (acquired by Checkpoint Software) 2002 - 2003
Investment Group of Santa Barbara (IGSB) 1999 - 2002
Robertson Stephens & Co 1995 - 1999
Morgan Stanley & Co. 1990 - 1993
Skills
Entrepreneurship, Strategy, Corporate Development, Investments, Mergers, Digital Media, Software, Early Stage, Early stage investments, Mobile, Acquisitions, Mobile Devices, Venture Capital, Business Strategy, Enterprise Software, Finance, Mergers & Acquisitions, Start-ups, Corporate Finance, Angel Investing, Business Development, Competitive Analysis, Strategic Partnerships, M&A experience, Product Management, Go-to-market Strategy, SaaS, E-commerce, IPO
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1986 — 1990
BA, Philosophy
Bob Meade's Robertson Stephens & Co. Experience January 1999 - September 2002
Job CoFounder at McKay Brothers, LLC
Industry Financial Services
Experience
McKay Brothers, LLC January 2011 - Present
Ronin Capital September 2004 - December 2011
Robertson Stephens & Co January 1999 - September 2002
JP Morgan January 1995 - January 1999
MIT September 1990 - January 1995
Education
Harvard University 1985 — 1990
PhD, Physics
Wesleyan University 1981 — 1985
BA, Physics
McKay Brothers, LLC January 2011 - Present
Ronin Capital September 2004 - December 2011
Robertson Stephens & Co January 1999 - September 2002
JP Morgan January 1995 - January 1999
MIT September 1990 - January 1995
Education
Harvard University 1985 — 1990
PhD, Physics
Wesleyan University 1981 — 1985
BA, Physics
Daryl Quijano's Robertson Stephens & Co. Experience 1995 - 1997
Job Accounting Manager at Sloat Garden Center
Industry Retail
Experience
Sloat Garden Center 1999 - Present
Brookside Capital 1997 - 1999
Robertson Stephens & Co 1995 - 1997
Education
Boston University 1988 — 1992
Sloat Garden Center 1999 - Present
Brookside Capital 1997 - 1999
Robertson Stephens & Co 1995 - 1997
Education
Boston University 1988 — 1992
Richard Vidor's Robertson Stephens & Co. Experience 1996 - 2001
Job Supervisor, Technical Services at VSGi
Industry Information Technology and Services
Experience
VSGi July 2008 - Present
SanDisk October 2007 - June 2008
Chiron Corporation September 2002 - September 2003
Robertson Stephens & Co. 1996 - 2001
Skills
Management, Video, Customer Service, Program Management, Video Conferencing, Project Management, SaaS, Unified Communications, Crestron, AV
Education
University of San Francisco
History, International Relations
VSGi July 2008 - Present
SanDisk October 2007 - June 2008
Chiron Corporation September 2002 - September 2003
Robertson Stephens & Co. 1996 - 2001
Skills
Management, Video, Customer Service, Program Management, Video Conferencing, Project Management, SaaS, Unified Communications, Crestron, AV
Education
University of San Francisco
History, International Relations
Sue Vican's Robertson Stephens & Co. Experience 1986 - 1992
Job CFO Consultant for StartUps
Industry Medical Devices
Experience
Epiphany Biosciences 2007 - 2009
Capton Inc April 2004 - 2009
Sadra Medical 2000 - 2007
EoPlex Technologies 1999 - 2003
Nellix Inc 1999 - 2003
Syneon LLC 1999 - 2003
Corazon Technologies 1998 - 1999
Cardiothoracic Systems 1994 - 1996
American Life Support Technology 1992 - 1993
Robertson Stephens & Co 1986 - 1992
Skills
Strategic Planning, Medical Devices
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
Portland State University 1970 — 1976
BA, French
Epiphany Biosciences 2007 - 2009
Capton Inc April 2004 - 2009
Sadra Medical 2000 - 2007
EoPlex Technologies 1999 - 2003
Nellix Inc 1999 - 2003
Syneon LLC 1999 - 2003
Corazon Technologies 1998 - 1999
Cardiothoracic Systems 1994 - 1996
American Life Support Technology 1992 - 1993
Robertson Stephens & Co 1986 - 1992
Skills
Strategic Planning, Medical Devices
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
Portland State University 1970 — 1976
BA, French
Lesley Wright Marino's Robertson Stephens & Co. Experience February 1997 - March 2000
Job Owner at Hot Box Barn LLC
Industry Real Estate
Experience
Hot Box Barn LLC April 2013 - Present
DLM Partners, LLC 2007 - Present
CrossFit Sine Pari January 2012 - April 2013
Circle T Partners January 2004 - December 2004
Dreyfus February 2000 - November 2003
Robertson Stephens & Co. February 1997 - March 2000
Burns McClellan 1993 - 1995
Skills
Asset Management, Financial Modeling, Equities, Valuation, Investments
Education
Cornell University 1989 — 1993
Hot Box Barn LLC April 2013 - Present
DLM Partners, LLC 2007 - Present
CrossFit Sine Pari January 2012 - April 2013
Circle T Partners January 2004 - December 2004
Dreyfus February 2000 - November 2003
Robertson Stephens & Co. February 1997 - March 2000
Burns McClellan 1993 - 1995
Skills
Asset Management, Financial Modeling, Equities, Valuation, Investments
Education
Cornell University 1989 — 1993
Jason Andris's Robertson Stephens & Co. Experience July 1996 - November 1998
Job Managing Director at Venture Investment Associates
Industry Venture Capital & Private Equity
Experience
Venture Investment Associates April 2000 - Present
Global Vacation Group January 1999 - May 2000
Robertson Stephens & Co. July 1996 - November 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Hamilton College 1992 — 1996
A.B., history
St. Paul's School 1988 — 1992
Venture Investment Associates April 2000 - Present
Global Vacation Group January 1999 - May 2000
Robertson Stephens & Co. July 1996 - November 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Hamilton College 1992 — 1996
A.B., history
St. Paul's School 1988 — 1992
Peter Rosenberg's Robertson Stephens & Co. Experience 2001 - 2002
Job Senior V.P Alternatives Marketing
Industry Financial Services
Experience
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Leslie Bauer's Robertson Stephens & Co. Experience February 1992 - March 1993
Job Administration at SR Robertson
Industry Fund-Raising
Experience
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
Ron Smolokoff's Robertson Stephens & Co. Experience 1996 - 1999
Job Director of Sales Certent (EASi's new name is Certent)
Industry Computer Software
Experience
eXelate August 2014 - December 2014
AudienceScience August 2013 - August 2014
E*TRADE Financial - Corporate Services January 2012 - July 2013
Bank of New York Mellon January 2002 - January 2012
E*TRADE FINANCIAL Corporate Services 1998 - 2001
Robertson Stephens & Co 1996 - 1999
Skills
Equities, Series 7, Series 63, Financial Services, Securities, Options, Mergers, Mutual Funds, Investments, Relationship Management, Executive Pay, Wealth Management, Capital Markets, Due Diligence, Alternative Investments, FINRA, Hedge Funds, Trading, Business Development, Integrated Marketing, Mergers & Acquisitions, Financial Markets, Fixed Income, Digital Marketing
Education
University of Pennsylvania 1982 — 1986
B.S, Business
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics, Marketing
eXelate August 2014 - December 2014
AudienceScience August 2013 - August 2014
E*TRADE Financial - Corporate Services January 2012 - July 2013
Bank of New York Mellon January 2002 - January 2012
E*TRADE FINANCIAL Corporate Services 1998 - 2001
Robertson Stephens & Co 1996 - 1999
Skills
Equities, Series 7, Series 63, Financial Services, Securities, Options, Mergers, Mutual Funds, Investments, Relationship Management, Executive Pay, Wealth Management, Capital Markets, Due Diligence, Alternative Investments, FINRA, Hedge Funds, Trading, Business Development, Integrated Marketing, Mergers & Acquisitions, Financial Markets, Fixed Income, Digital Marketing
Education
University of Pennsylvania 1982 — 1986
B.S, Business
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics, Marketing
Blake Downing's Robertson Stephens & Co. Experience October 1980 - February 1986
Job Partner and cofounder at Savoy Partners & Bayard Investments
Industry Financial Services
Experience
Savoy Partners, LLC September 2012 - Present
Bayard Investments August 2000 - Present
Downing – Bodian July 1993 - September 2000
Downing Associates March 1989 - March 1999
Downing Associates March 1986 - July 1993
Santa Clara University September 1990 - June 1992
Robertson Stephens & Co October 1980 - February 1986
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Finance, Valuation, Strategic Partnerships, Investments, Entrepreneurship, Investment Banking, Securities
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Marketing, finance & international business
Stanford University 1974 — 1975
Master's degree, Economics
Stanford University 1970 — 1972
AB, Economics, Psychology
Savoy Partners, LLC September 2012 - Present
Bayard Investments August 2000 - Present
Downing – Bodian July 1993 - September 2000
Downing Associates March 1989 - March 1999
Downing Associates March 1986 - July 1993
Santa Clara University September 1990 - June 1992
Robertson Stephens & Co October 1980 - February 1986
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Finance, Valuation, Strategic Partnerships, Investments, Entrepreneurship, Investment Banking, Securities
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Marketing, finance & international business
Stanford University 1974 — 1975
Master's degree, Economics
Stanford University 1970 — 1972
AB, Economics, Psychology
Scott Schopen's Robertson Stephens & Co. Experience 1995 - 1997
Job CEO at Performiture
Industry Internet
Experience
Performiture 2013 - Present
Specific Media 2011 - 2013
Piper Jaffray 2003 - 2010
Coremetrics 1999 - 2002
Onsale.com 1997 - 1999
Robertson Stephens & Co. 1995 - 1997
Skills
Strategic Partnerships, Start-ups, Venture Capital, Product Management, Online Advertising, Business Strategy, Financial Modeling, Entrepreneurship, Corporate Development, Mergers & Acquisitions
Education
Princeton University 1991 — 1995
A.B., Economics
Performiture 2013 - Present
Specific Media 2011 - 2013
Piper Jaffray 2003 - 2010
Coremetrics 1999 - 2002
Onsale.com 1997 - 1999
Robertson Stephens & Co. 1995 - 1997
Skills
Strategic Partnerships, Start-ups, Venture Capital, Product Management, Online Advertising, Business Strategy, Financial Modeling, Entrepreneurship, Corporate Development, Mergers & Acquisitions
Education
Princeton University 1991 — 1995
A.B., Economics
Andrew Doll's Robertson Stephens & Co. Experience 1995 - 1997
Job Investment Manager at The DMW Group Inc.
Industry Investment Management
Experience
The DMW Group Inc. January 2001 - Present
Merrill Lynch 1999 - 2000
Robertson Stephens & Co. 1995 - 1997
Skills
Valuation, Investments, Venture Capital, Asset Management, Mergers & Acquisitions, Alternative Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Corporate Development, Portfolio Management, Equity Research, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, Economics
University of California, Los Angeles 1990 — 1995
BA, Business Economics
The DMW Group Inc. January 2001 - Present
Merrill Lynch 1999 - 2000
Robertson Stephens & Co. 1995 - 1997
Skills
Valuation, Investments, Venture Capital, Asset Management, Mergers & Acquisitions, Alternative Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Corporate Development, Portfolio Management, Equity Research, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, Economics
University of California, Los Angeles 1990 — 1995
BA, Business Economics
John Seabern's Robertson Stephens & Co. Experience 1993 - 1998
Job General Partner at Ridgecrest Investments
Industry Investment Management
Experience
Ridgecrest Investments May 2009 - Present
RS Investments September 1998 - May 2009
Robertson Stephens & Co. 1993 - 1998
Skills
Hedge Funds, Alternative Investments, Venture Capital, Investments, Equities, Valuation, Mutual Funds, Securities, Mergers, Due Diligence, Start-ups, Entrepreneurship, Business Strategy, Risk Management, Strategic Planning, Research, New Business Development
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Boulder High School 1984 — 1987
Ridgecrest Investments May 2009 - Present
RS Investments September 1998 - May 2009
Robertson Stephens & Co. 1993 - 1998
Skills
Hedge Funds, Alternative Investments, Venture Capital, Investments, Equities, Valuation, Mutual Funds, Securities, Mergers, Due Diligence, Start-ups, Entrepreneurship, Business Strategy, Risk Management, Strategic Planning, Research, New Business Development
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Boulder High School 1984 — 1987
Peter Ferdinand's Robertson Stephens & Co. Experience 1993 - 2000
Job
Industry Financial Services
Experience
Terrapin Capital Management January 2009 - September 2010
American Technology Research June 2008 - December 2008
LLAD Holdings 2002 - 2008
Robertson Stephens & Co 1993 - 2000
Salomon Brothers 1986 - 1993
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Finance, Hedge Funds, Institutional Sales, Capital Markets
Education
Syracuse University 1982 — 1986
BS, Finance
Terrapin Capital Management January 2009 - September 2010
American Technology Research June 2008 - December 2008
LLAD Holdings 2002 - 2008
Robertson Stephens & Co 1993 - 2000
Salomon Brothers 1986 - 1993
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Finance, Hedge Funds, Institutional Sales, Capital Markets
Education
Syracuse University 1982 — 1986
BS, Finance
LISA GALLAGHER's Robertson Stephens & Co. Experience 1997 - 2001
Job CoOwner/COO Hawtan Leathers
Industry Executive Office
Experience
Hawtan Leathers, LLC 2003 - Present
Fusion Media Group 2010 - 2014
Digital Generation 2006 - 2013
FastChannel 2002 - 2006
Robertson Stephens & Co. 1997 - 2001
Marlin Broadcasting 1996 - 1999
Smart Routes 1997 - 1998
BancBoston Securities 1994 - 1997
BankBoston 1981 - 1994
Skills
Private Equity, Mergers, Strategy, Investment Banking, Business Development, Access, Mergers & Acquisitions, Equities, Venture Capital
Education
Simmons Graduate School of Management 1980 — 1981
MBA
Mount Holyoke College 1974 — 1978
Bachelor of Arts (BA), Economics
Dartmouth College 1976 — 1977
Economics
Stone Ridge, Convent of the Sacred Heart 1961 — 1974
High School, Stone Ridge, Convent of the Sacred Heart
Hawtan Leathers, LLC 2003 - Present
Fusion Media Group 2010 - 2014
Digital Generation 2006 - 2013
FastChannel 2002 - 2006
Robertson Stephens & Co. 1997 - 2001
Marlin Broadcasting 1996 - 1999
Smart Routes 1997 - 1998
BancBoston Securities 1994 - 1997
BankBoston 1981 - 1994
Skills
Private Equity, Mergers, Strategy, Investment Banking, Business Development, Access, Mergers & Acquisitions, Equities, Venture Capital
Education
Simmons Graduate School of Management 1980 — 1981
MBA
Mount Holyoke College 1974 — 1978
Bachelor of Arts (BA), Economics
Dartmouth College 1976 — 1977
Economics
Stone Ridge, Convent of the Sacred Heart 1961 — 1974
High School, Stone Ridge, Convent of the Sacred Heart
Laurie Dahle's Robertson Stephens & Co. Experience May 1990 - June 1992
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Jason Somer's Robertson Stephens & Co. Experience August 1997 - September 1999
Job Owner, Aethion Systems Integration, LLC
Industry Information Technology and Services
Experience
Aethion Systems Integration, LLC 1999 - Present
Robertson Stephens & Co. August 1997 - September 1999
HealthVision, Inc. 1995 - 1997
Marin TeleCommunications, Inc. (MTC) 1994 - 1995
Education
California State University-Fresno 1990 — 1994
BS, Business Administration -- Management Option
Aethion Systems Integration, LLC 1999 - Present
Robertson Stephens & Co. August 1997 - September 1999
HealthVision, Inc. 1995 - 1997
Marin TeleCommunications, Inc. (MTC) 1994 - 1995
Education
California State University-Fresno 1990 — 1994
BS, Business Administration -- Management Option
Thomas Geffert's Robertson Stephens & Co. Experience 1997 - 2002
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2010 - 2011
Nollenberger Capital Partners, Inc 2007 - 2007
Pulse Trading Inc 2005 - 2006
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens & Co 1997 - 2002
Charles Schwab 1993 - 1997
Skills
Strategic Planning, Customer Service, Research, Investments, Public Relations, Sales, Team Building, Equities, Marketing Strategy
Education
Georgetown University
B.A, Government
Morgan Stanley Wealth Management 2010 - 2011
Nollenberger Capital Partners, Inc 2007 - 2007
Pulse Trading Inc 2005 - 2006
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens & Co 1997 - 2002
Charles Schwab 1993 - 1997
Skills
Strategic Planning, Customer Service, Research, Investments, Public Relations, Sales, Team Building, Equities, Marketing Strategy
Education
Georgetown University
B.A, Government
Jennifer Pendergraft's Robertson Stephens & Co. Experience June 2001 - January 2002
Job Executive Assistant
Industry Financial Services
Experience
Crestview Partners, LLC May 2010 - Present
Falconhead Capital March 2004 - October 2009
Morgan Stanley June 2003 - March 2004
Robertson Stephens & Co. June 2001 - January 2002
Société Générale 1999 - 2000
Skills
Microsoft Office, Outlook, Research, PowerPoint, Microsoft Word
Education
Rutgers University-New Brunswick
Master of Fine Arts (MFA), Acting
Texas Woman's University
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Crestview Partners, LLC May 2010 - Present
Falconhead Capital March 2004 - October 2009
Morgan Stanley June 2003 - March 2004
Robertson Stephens & Co. June 2001 - January 2002
Société Générale 1999 - 2000
Skills
Microsoft Office, Outlook, Research, PowerPoint, Microsoft Word
Education
Rutgers University-New Brunswick
Master of Fine Arts (MFA), Acting
Texas Woman's University
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Steve DeLuca's Robertson Stephens & Co. Experience August 1995 - December 1999
Job Partner at Jadwin Partners
Industry Investment Management
Experience
Jadwin Partners April 2013 - Present
Spinner Asset Mgmt January 2000 - March 2013
Robertson Stephens & Co August 1995 - December 1999
Skills
Chartered Financial..., Private Equity, Investments, Alternative Investments, Hedge Funds, Equities, Equity Research, Investment Management, Capital Markets, Start-ups, Asset Management, Investment Banking, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Bachelor's degree, Computer Science
Jadwin Partners April 2013 - Present
Spinner Asset Mgmt January 2000 - March 2013
Robertson Stephens & Co August 1995 - December 1999
Skills
Chartered Financial..., Private Equity, Investments, Alternative Investments, Hedge Funds, Equities, Equity Research, Investment Management, Capital Markets, Start-ups, Asset Management, Investment Banking, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1995
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Bachelor's degree, Computer Science
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ