Robertson Stephens & Company
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 & Company Employees
Employee
Years
Job
Industry
Mariana Kwan Mariana Kwan's Robertson Stephens & Company Experience 1991 - 1995
Job
Industry Computer Networking
Experience
Nexenta Systems, Inc. September 2014 - Present
Independent Consultant December 2013 - August 2014
Dell May 2012 - November 2013
Wyse Technology September 2006 - May 2012
Xilinx 2003 - 2006
Xilinx 2000 - 2003
Xilinx 1995 - 2000
Robertson Stephens & Company 1991 - 1995
Skills
Financial Operations, Cash Management, Earnings Release process, Inspiring Leadership, Big Picture View, Change Management, Trusted Business Partner, Experience working with..., Bank line of credit..., Mergers & Acquisitions, Financial statements..., Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Automation, Contracts Review, Cost Accounting, Royalty reporting and...
Education
San Francisco State University, College of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
OLC
Nexenta Systems, Inc. September 2014 - Present
Independent Consultant December 2013 - August 2014
Dell May 2012 - November 2013
Wyse Technology September 2006 - May 2012
Xilinx 2003 - 2006
Xilinx 2000 - 2003
Xilinx 1995 - 2000
Robertson Stephens & Company 1991 - 1995
Skills
Financial Operations, Cash Management, Earnings Release process, Inspiring Leadership, Big Picture View, Change Management, Trusted Business Partner, Experience working with..., Bank line of credit..., Mergers & Acquisitions, Financial statements..., Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Automation, Contracts Review, Cost Accounting, Royalty reporting and...
Education
San Francisco State University, College of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
OLC
Kristine White Kristine White's Robertson Stephens & Company Experience 1990 - 1995
Job Sr. Director, Strategic Alliances Global Workday Partnership at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt 2015 - Present
SAP 2012 - 2015
Oracle Corporation 2011 - 2012
Oracle Corporation 2008 - 2011
Oracle Corporation 2005 - 2008
PeopleSoft (acquired by Oracle - Feb 2005) 2001 - 2005
Commerce One 1999 - 2001
Commerce One 1997 - 1999
Versata 1995 - 1997
Robertson, Stephens & Company 1990 - 1995
Skills
SaaS, Solution Selling, Enterprise Software, Business Alliances, Sales Enablement, Professional Services, Cloud Computing, Go-to-market Strategy, Strategy, Sales, Software Industry, Salesforce.com, Partner Management, Strategic Partnerships, Business Development, Business Intelligence, Lead Generation, Program Management, Demand Generation, Sales Operations, Strategic Alliances, CRM, Channel Partners, Direct Sales, Start-ups, Selling
Education
University of California, Davis 1981 — 1985
Bachelor of Arts, Political Science/Public Services
Aon Hewitt 2015 - Present
SAP 2012 - 2015
Oracle Corporation 2011 - 2012
Oracle Corporation 2008 - 2011
Oracle Corporation 2005 - 2008
PeopleSoft (acquired by Oracle - Feb 2005) 2001 - 2005
Commerce One 1999 - 2001
Commerce One 1997 - 1999
Versata 1995 - 1997
Robertson, Stephens & Company 1990 - 1995
Skills
SaaS, Solution Selling, Enterprise Software, Business Alliances, Sales Enablement, Professional Services, Cloud Computing, Go-to-market Strategy, Strategy, Sales, Software Industry, Salesforce.com, Partner Management, Strategic Partnerships, Business Development, Business Intelligence, Lead Generation, Program Management, Demand Generation, Sales Operations, Strategic Alliances, CRM, Channel Partners, Direct Sales, Start-ups, Selling
Education
University of California, Davis 1981 — 1985
Bachelor of Arts, Political Science/Public Services
Dipanjan Deb Dipanjan Deb's Robertson Stephens & Company Experience June 1996 - July 1998
Job CEO & CoFounder
Industry Venture Capital & Private Equity
Experience
Francisco Partners September 2005 - Present
Francisco Partners August 1999 - Present
Texas Pacific Group July 1998 - August 1999
Robertson, Stephens & Company June 1996 - July 1998
McKinsey & Company June 1995 - August 1995
Education
Stanford Graduate School of Business 1994 — 1996
MBA
University of California, Berkeley 1987 — 1991
Bachelor of Science (B.S.), Electrical Engineering & Computer Sciences
Francisco Partners September 2005 - Present
Francisco Partners August 1999 - Present
Texas Pacific Group July 1998 - August 1999
Robertson, Stephens & Company June 1996 - July 1998
McKinsey & Company June 1995 - August 1995
Education
Stanford Graduate School of Business 1994 — 1996
MBA
University of California, Berkeley 1987 — 1991
Bachelor of Science (B.S.), Electrical Engineering & Computer Sciences
Jill Jensen, CIMA® Jill Jensen, CIMA®'s Robertson Stephens & Company Experience September 1995 - March 1999
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Erin Dickes Erin Dickes's Robertson Stephens & Company Experience July 1996 - December 1998
Job Investment Advisor and Principal
Industry Financial Services
Experience
Geneva Advisors, LLC October 2005 - Present
Woodlands Academy of the Sacred Heart May 2014 - Present
The Cradle January 2009 - December 2014
Hadley Capital, LLC December 1998 - September 2005
Robertson Stephens & Company July 1996 - December 1998
Bank of America (prev. Continental Bank) June 1991 - March 1995
Skills
Series 7, Series 63, Hedge Funds, Investment Advisory, Securities, Alternative Investments, Valuation, Wealth Management, Equity Research, Endowments, Philanthropy, Mutual Funds, Retirement Planning, Investment Strategies, Fundraising, Capital Markets, Financial Services, Non-profits
Education
Northwestern University - Kellogg School of Management 1995 — 1996
Masters of Business Administration, Finance
Boston College 1987 — 1991
BS, Finance
Woodlands Academy of the Sacred Heart 1983 — 1987
Geneva Advisors, LLC October 2005 - Present
Woodlands Academy of the Sacred Heart May 2014 - Present
The Cradle January 2009 - December 2014
Hadley Capital, LLC December 1998 - September 2005
Robertson Stephens & Company July 1996 - December 1998
Bank of America (prev. Continental Bank) June 1991 - March 1995
Skills
Series 7, Series 63, Hedge Funds, Investment Advisory, Securities, Alternative Investments, Valuation, Wealth Management, Equity Research, Endowments, Philanthropy, Mutual Funds, Retirement Planning, Investment Strategies, Fundraising, Capital Markets, Financial Services, Non-profits
Education
Northwestern University - Kellogg School of Management 1995 — 1996
Masters of Business Administration, Finance
Boston College 1987 — 1991
BS, Finance
Woodlands Academy of the Sacred Heart 1983 — 1987
Roksan Austin Roksan Austin's Robertson Stephens & Company Experience 1989 - 1997
Job Tax Preparation and Planning Services Along with Comprehensive Investment Advice
Industry Financial Services
Experience
San Diego Tax and Financial January 2015 - Present
ICM / Sagepoint Financial December 2011 - December 2014
Worldwide Produce 2009 - 2011
Bricoleur Capital Management 2006 - 2009
Cantor Fitzgerald 1997 - 2000
Robertson Stephens & Company 1989 - 1997
Skills
Investments, Trading, Team Building, Equities, Asset Management, Negotiation, Customer Service, Retirement Planning, Mutual Funds, Life Insurance, Relationship Development, Financial Advisory, Tax Returns, Financial Services, Retirement, Securities
Education
Golden Gate University 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
Mira Mesa College
Associates Degree, General Studies
San Diego Tax and Financial January 2015 - Present
ICM / Sagepoint Financial December 2011 - December 2014
Worldwide Produce 2009 - 2011
Bricoleur Capital Management 2006 - 2009
Cantor Fitzgerald 1997 - 2000
Robertson Stephens & Company 1989 - 1997
Skills
Investments, Trading, Team Building, Equities, Asset Management, Negotiation, Customer Service, Retirement Planning, Mutual Funds, Life Insurance, Relationship Development, Financial Advisory, Tax Returns, Financial Services, Retirement, Securities
Education
Golden Gate University 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
Mira Mesa College
Associates Degree, General Studies
Brad Pepper's Robertson Stephens & Company Experience August 1996 - December 1998
Job Sales Team Lead, Cisco Cloud Networking Group
Industry Information Technology and Services
Experience
Cisco Systems July 2015 - Present
Cisco Systems June 2013 - July 2015
Wilson Creek Winery December 2010 - June 2013
Southern Wine & Spirits April 2009 - November 2010
Merriman Curhan Ford & Co April 2004 - January 2009
Wells Fargo Securities 1999 - 2004
Robertson Stephens & Company August 1996 - December 1998
Skills
Pricing, Budgets, Marketing Strategy, Marketing, New Business Development, Account Management, Business Development, Product Development, Contract Negotiation, Negotiation, IT Sales, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Sales, Management
Education
University of Colorado at Boulder - Leeds School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Cherry Creek High School 1988 — 1991
Cisco Systems July 2015 - Present
Cisco Systems June 2013 - July 2015
Wilson Creek Winery December 2010 - June 2013
Southern Wine & Spirits April 2009 - November 2010
Merriman Curhan Ford & Co April 2004 - January 2009
Wells Fargo Securities 1999 - 2004
Robertson Stephens & Company August 1996 - December 1998
Skills
Pricing, Budgets, Marketing Strategy, Marketing, New Business Development, Account Management, Business Development, Product Development, Contract Negotiation, Negotiation, IT Sales, Solution Selling, Cloud Computing, Sales Process, Direct Sales, Sales, Management
Education
University of Colorado at Boulder - Leeds School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Cherry Creek High School 1988 — 1991
Karrie Saydah's Robertson Stephens & Company Experience 1995 - 1997
Job HR Manager at Latham & Watkins LLP
Industry Legal Services
Experience
Latham & Watkins LLP September 2006 - Present
Jet Propulsion Laboratory January 2005 - August 2006
Gemstar-TV Guide July 2003 - January 2005
Montgomery Asset Management LLC 1997 - 2002
Robertson Stephens & Company 1995 - 1997
Skills
Employee Relations, Recruiting, Leadership Development, Employment Law, Training, Performance Management, Organizational..., Change Management, Talent Management, Employee Benefits, Coaching, Talent Acquisition, Team Building, Management, Strategic Planning, Process Improvement, Project Management, Human Resources
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Science, Psychology
Latham & Watkins LLP September 2006 - Present
Jet Propulsion Laboratory January 2005 - August 2006
Gemstar-TV Guide July 2003 - January 2005
Montgomery Asset Management LLC 1997 - 2002
Robertson Stephens & Company 1995 - 1997
Skills
Employee Relations, Recruiting, Leadership Development, Employment Law, Training, Performance Management, Organizational..., Change Management, Talent Management, Employee Benefits, Coaching, Talent Acquisition, Team Building, Management, Strategic Planning, Process Improvement, Project Management, Human Resources
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Science, Psychology
Eric Upin Eric Upin's Robertson Stephens & Company Experience 1993 - 2002
Job Chief Investment Officer at Makena Capital Management
Industry Investment Management
Experience
Makena Capital Management, LLC 2009 - Present
Stanford University - Stanford Management Company 2005 - 2008
Robertson Stephens & Company 1993 - 2002
Booz Allen Hamilton 1989 - 1993
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Washington University in St. Louis 1979 — 1983
AB - Bachelor Degree, Economics & Urban Planning
Makena Capital Management, LLC 2009 - Present
Stanford University - Stanford Management Company 2005 - 2008
Robertson Stephens & Company 1993 - 2002
Booz Allen Hamilton 1989 - 1993
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Washington University in St. Louis 1979 — 1983
AB - Bachelor Degree, Economics & Urban Planning
Yancey Wade Yancey Wade's Robertson Stephens & Company Experience May 1999 - June 2002
Job Relationship Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
Joseph Pellegrini Joseph Pellegrini's Robertson Stephens & Company Experience 1992 - 1999
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Richard Caligaris's Robertson Stephens & Company Experience August 1987 - June 1990
Job International Business Leader / Launch Leader at Roche Molecular Systems
Industry Biotechnology
Experience
Roche Molecular Systems October 2012 - November 2014
Wharton Health Care Management Alumni Association April 2008 - December 2012
JW House August 2009 - October 2012
Neodyne Biosciences October 2010 - September 2012
Medical Technology Consulting October 2008 - September 2010
Scios Inc. January 2005 - September 2008
LifeScan Inc. November 2000 - December 2004
Johnson & Johnson Medical January 1998 - October 2000
Merck & Co., Inc. September 1992 - December 1997
Robertson, Stephens & Company August 1987 - June 1990
Skills
Product Launch, Commercialization, Medical Devices, Biotechnology, Business Development, Marketing Strategy, Market Research, Healthcare, Clinical Trials, Cross-functional Team..., Mergers & Acquisitions, Leadership, Strategy, Product Development, Mergers, Oncology, Business Planning, Start-ups, Pharmaceutical Industry, Marketing, Competitive Analysis, Product Management, Clinical Research, Market Development, Marketing Communications, FDA, Market Analysis, Negotiation, Product Marketing, Infectious Diseases, International Business, Pharmaceutical Sales, Management, Team Management, Marketing Management, Marketing Budget...
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Masters in Business Administration, Finance / Health Care Management
University of California, Los Angeles 1982 — 1986
BA, Economics
Los Altos High School
Roche Molecular Systems October 2012 - November 2014
Wharton Health Care Management Alumni Association April 2008 - December 2012
JW House August 2009 - October 2012
Neodyne Biosciences October 2010 - September 2012
Medical Technology Consulting October 2008 - September 2010
Scios Inc. January 2005 - September 2008
LifeScan Inc. November 2000 - December 2004
Johnson & Johnson Medical January 1998 - October 2000
Merck & Co., Inc. September 1992 - December 1997
Robertson, Stephens & Company August 1987 - June 1990
Skills
Product Launch, Commercialization, Medical Devices, Biotechnology, Business Development, Marketing Strategy, Market Research, Healthcare, Clinical Trials, Cross-functional Team..., Mergers & Acquisitions, Leadership, Strategy, Product Development, Mergers, Oncology, Business Planning, Start-ups, Pharmaceutical Industry, Marketing, Competitive Analysis, Product Management, Clinical Research, Market Development, Marketing Communications, FDA, Market Analysis, Negotiation, Product Marketing, Infectious Diseases, International Business, Pharmaceutical Sales, Management, Team Management, Marketing Management, Marketing Budget...
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Masters in Business Administration, Finance / Health Care Management
University of California, Los Angeles 1982 — 1986
BA, Economics
Los Altos High School
Steven Frambes Steven Frambes's Robertson Stephens & Company Experience September 1992 - October 1995
Job Registered Advisor to GXG Markets/Jackson Consulting Group
Industry Investment Banking
Experience
Jackson Consulting Group February 2001 - Present
Shoreline Pacific Institutional Finance February 1998 - February 2001
CBRE October 1995 - February 1998
Robertson Stephens & Company September 1992 - October 1995
Skills
Competitive Analysis, Competitive Intelligence, Investment Banking, New Business Development, Corporate Finance, Restructuring, Business Strategy, Mergers, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Valuation, Investments, Venture Capital, Hedge Funds, Portfolio Management, Strategy, Mergers & Acquisitions, Equities, Equity Research, Financial Structuring, Derivatives, Strategic Partnerships, Fixed Income, Structured Finance, Finance, Start-ups, Corporate Development, Financial Services, Equity Valuation, Management Consulting, Entrepreneurship, Joint Ventures, Emerging Markets, Options, Alternative Investments, Private Placements, LBO, M&A experience, Business Valuation, Capital, IPO, Growth Capital, Asset Management, Capital Raising, Mutual Funds, Angel Investing, Leveraged Finance, Executive Management
Education
Stanford University Graduate School of Business
BI Norwegian School of Management 2004 — 2005
MBA, Finance
Clemson University
Bachelor of Science, Financial Management
St. Stephen's 1984 — 1987
High School Diploma
Jackson Consulting Group February 2001 - Present
Shoreline Pacific Institutional Finance February 1998 - February 2001
CBRE October 1995 - February 1998
Robertson Stephens & Company September 1992 - October 1995
Skills
Competitive Analysis, Competitive Intelligence, Investment Banking, New Business Development, Corporate Finance, Restructuring, Business Strategy, Mergers, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Valuation, Investments, Venture Capital, Hedge Funds, Portfolio Management, Strategy, Mergers & Acquisitions, Equities, Equity Research, Financial Structuring, Derivatives, Strategic Partnerships, Fixed Income, Structured Finance, Finance, Start-ups, Corporate Development, Financial Services, Equity Valuation, Management Consulting, Entrepreneurship, Joint Ventures, Emerging Markets, Options, Alternative Investments, Private Placements, LBO, M&A experience, Business Valuation, Capital, IPO, Growth Capital, Asset Management, Capital Raising, Mutual Funds, Angel Investing, Leveraged Finance, Executive Management
Education
Stanford University Graduate School of Business
BI Norwegian School of Management 2004 — 2005
MBA, Finance
Clemson University
Bachelor of Science, Financial Management
St. Stephen's 1984 — 1987
High School Diploma
Carin Rollins Carin Rollins's Robertson Stephens & Company Experience 1994 - 1997
Job Hinge Bio
Industry Biotechnology
Experience
Hinge Bio 2015 - Present
CR Consulting 2007 - 2015
5AM Ventures 2002 - 2007
Bay City Capital 2000 - 2002
Booz Allen Hamilton 1999 - 2000
SmithKline Beecham Pharmaceuticals 1998 - 1998
Robertson Stephens & Company 1994 - 1997
National Cancer Institute (NCI) 1993 - 1993
Skills
Biotechnology, Life Sciences, Lifesciences, Medical Devices, Mergers, Molecular Biology, Pharmaceutical Industry, Venture Capital, Technology Transfer, Biopharmaceuticals, Drug Development, Due Diligence, Start-ups
Education
Stanford Graduate School of Business 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Biology
Hinge Bio 2015 - Present
CR Consulting 2007 - 2015
5AM Ventures 2002 - 2007
Bay City Capital 2000 - 2002
Booz Allen Hamilton 1999 - 2000
SmithKline Beecham Pharmaceuticals 1998 - 1998
Robertson Stephens & Company 1994 - 1997
National Cancer Institute (NCI) 1993 - 1993
Skills
Biotechnology, Life Sciences, Lifesciences, Medical Devices, Mergers, Molecular Biology, Pharmaceutical Industry, Venture Capital, Technology Transfer, Biopharmaceuticals, Drug Development, Due Diligence, Start-ups
Education
Stanford Graduate School of Business 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Biology
Brian Conner Brian Conner's Robertson Stephens & Company Experience 1991 - 1998
Job Vice President of Operations at Flock Software
Industry Computer Software
Experience
Flock Software August 2015 - Present
Heffernan Insurance Brokers January 2010 - August 2015
FormFactor July 2006 - January 2011
National Semiconductor June 2002 - July 2006
Bain & Company 1998 - 2002
Robertson Stephens & Company 1991 - 1998
American Ambulance June 1985 - May 1991
Skills
Coaching, Mentoring, Recruiting, Training, Organizational..., Employee Relations, Labor Relations, Generalist Duties, International HR, Compensation and..., HRIS Oversight, Development Of Employees, Workforce Planning, Insurance, Employee Benefits, Leadership, Commercial Insurance, Leadership Development, Start-ups, Executive Management, Management, HR Consulting, Benefits Administration, Human Resources, HRIS, COBRA, Personnel Management, Applicant Tracking..., Organizational..., Mergers & Acquisitions, Deferred Compensation, Succession Planning, Health Insurance, Onboarding, Strategy, Performance Management, Team Building, Strategic Planning, Change Management
Education
California State University-Fresno 1985 — 1989
B.S., Personnel & Industrial Relations
Flock Software August 2015 - Present
Heffernan Insurance Brokers January 2010 - August 2015
FormFactor July 2006 - January 2011
National Semiconductor June 2002 - July 2006
Bain & Company 1998 - 2002
Robertson Stephens & Company 1991 - 1998
American Ambulance June 1985 - May 1991
Skills
Coaching, Mentoring, Recruiting, Training, Organizational..., Employee Relations, Labor Relations, Generalist Duties, International HR, Compensation and..., HRIS Oversight, Development Of Employees, Workforce Planning, Insurance, Employee Benefits, Leadership, Commercial Insurance, Leadership Development, Start-ups, Executive Management, Management, HR Consulting, Benefits Administration, Human Resources, HRIS, COBRA, Personnel Management, Applicant Tracking..., Organizational..., Mergers & Acquisitions, Deferred Compensation, Succession Planning, Health Insurance, Onboarding, Strategy, Performance Management, Team Building, Strategic Planning, Change Management
Education
California State University-Fresno 1985 — 1989
B.S., Personnel & Industrial Relations
Karen Greve Young Karen Greve Young's Robertson Stephens & Company Experience 1995 - 1997
Job VP, Partnerships at MaRS Discovery District
Industry Nonprofit Organization Management
Experience
MaRS Discovery District June 2011 - Present
ICR Global Foundation 2008 - 2012
Junior League of London 2003 - 2008
Bain & Company 2000 - 2003
Gap Inc. 1997 - 1999
Robertson, Stephens & Company 1995 - 1997
Skills
Business Strategy, Entrepreneurship, Strategic Planning, Management Consulting, Corporate Development, Mergers, Strategy, Strategic Partnerships, Marketing Strategy, Business Modeling, Fundraising, Organizational..., Volunteer Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Harvard University 1991 — 1995
AB, Economics
MaRS Discovery District June 2011 - Present
ICR Global Foundation 2008 - 2012
Junior League of London 2003 - 2008
Bain & Company 2000 - 2003
Gap Inc. 1997 - 1999
Robertson, Stephens & Company 1995 - 1997
Skills
Business Strategy, Entrepreneurship, Strategic Planning, Management Consulting, Corporate Development, Mergers, Strategy, Strategic Partnerships, Marketing Strategy, Business Modeling, Fundraising, Organizational..., Volunteer Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Harvard University 1991 — 1995
AB, Economics
Kevin Davies Kevin Davies's Robertson Stephens & Company Experience February 2000 - August 2002
Job Managing Director, Head of Healthcare Investment Banking, RBC Capital Markets
Industry Medical Devices
Experience
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
RBC Capital Markets May 2005 - Present
Wells Fargo Securities September 2002 - May 2005
Robertson Stephens & Company February 2000 - August 2002
Morgan Stanley July 1998 - February 2000
Lehman Brothers June 1995 - July 1998
Skills
Investment Banking, Healthcare, Venture Capital, Mergers, Mergers & Acquisitions, Private Equity, Valuation, Financial Modeling, Corporate Development, Business Valuation, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Equity Valuation, Financial Analysis, IPO, LBO, M&A experience, Private Placements, Start-ups, DCF, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
University of Toronto 1985 — 1989
B.Com, Accounting and Finance
Frank Panaccio's Robertson Stephens & Company Experience June 2002 - August 2002
Job Vice President, Corporate Development at PAREXEL
Industry Pharmaceuticals
Experience
PAREXEL 2014 - Present
Boston Meridian LLC 2012 - 2014
KBT Partners 2009 - 2012
Fidelity Ventures 2004 - 2009
Jefferies Broadview 2003 - 2004
Robertson, Stephens & Company June 2002 - August 2002
Globix Corporation 1999 - 2001
ING Barings 1997 - 1999
Education
Harvard Business School 2001 — 2003
MBA
Harvard University 1993 — 1997
AB
Boston College High School 1989 — 1993
PAREXEL 2014 - Present
Boston Meridian LLC 2012 - 2014
KBT Partners 2009 - 2012
Fidelity Ventures 2004 - 2009
Jefferies Broadview 2003 - 2004
Robertson, Stephens & Company June 2002 - August 2002
Globix Corporation 1999 - 2001
ING Barings 1997 - 1999
Education
Harvard Business School 2001 — 2003
MBA
Harvard University 1993 — 1997
AB
Boston College High School 1989 — 1993
Jeff Friedsam's Robertson Stephens & Company Experience 1992 - 1994
Job Experienced product management and business development executive.
Industry Information Technology and Services
Experience
Centrify Corporation February 2014 - Present
AppSense March 2013 - November 2013
Moka5 April 2009 - January 2012
Moka5 August 2008 - April 2009
Cisco Systems, Inc. June 2006 - August 2008
Cisco Systems, Inc. November 2001 - June 2006
Idealab November 1999 - May 2001
On Command 1998 - 1999
Robertson, Stephens & Company 1992 - 1994
Skills
Competitive Analysis, Business Modeling, Product Management, Strategic Partnerships, Virtualization, Strategy Development, Business Strategy, Business Development, CRM, Channel, Channel Partners, Demand Generation, Direct Sales, Enterprise Software, Go-to-market Strategy, Leadership, Managed Services, Management, Marketing, Marketing Strategy, Mobile Devices, Product Development, Product Marketing, SaaS, Sales, Sales Enablement, Sales Process, Salesforce.com, Segmentation, Start-ups, Strategy
Education
New York University, Leonard N. Stern School of Business 1994 — 1996
MBA, Marketing and International Business
University of Michigan 1988 — 1992
BA, International Political and Economic Relations
Sycamore High School 1986 — 1988
Centrify Corporation February 2014 - Present
AppSense March 2013 - November 2013
Moka5 April 2009 - January 2012
Moka5 August 2008 - April 2009
Cisco Systems, Inc. June 2006 - August 2008
Cisco Systems, Inc. November 2001 - June 2006
Idealab November 1999 - May 2001
On Command 1998 - 1999
Robertson, Stephens & Company 1992 - 1994
Skills
Competitive Analysis, Business Modeling, Product Management, Strategic Partnerships, Virtualization, Strategy Development, Business Strategy, Business Development, CRM, Channel, Channel Partners, Demand Generation, Direct Sales, Enterprise Software, Go-to-market Strategy, Leadership, Managed Services, Management, Marketing, Marketing Strategy, Mobile Devices, Product Development, Product Marketing, SaaS, Sales, Sales Enablement, Sales Process, Salesforce.com, Segmentation, Start-ups, Strategy
Education
New York University, Leonard N. Stern School of Business 1994 — 1996
MBA, Marketing and International Business
University of Michigan 1988 — 1992
BA, International Political and Economic Relations
Sycamore High School 1986 — 1988
Carlton Linnenbach's Robertson Stephens & Company Experience 1996 - 1998
Job
Industry Investment Management
Experience
BlackRock 2009 - Present
West Pacific Capital Management, LLC 2004 - 2008
Behrman Capital 1998 - 2000
Robertson, Stephens & Company 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
University of California, Berkeley 1991 — 1996
BA
Cathedral School for Boys
Cathedral School for Boys
Lowell High School
BlackRock 2009 - Present
West Pacific Capital Management, LLC 2004 - 2008
Behrman Capital 1998 - 2000
Robertson, Stephens & Company 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
University of California, Berkeley 1991 — 1996
BA
Cathedral School for Boys
Cathedral School for Boys
Lowell High School
Peter Freudenthal's Robertson Stephens & Company Experience June 1996 - May 1999
Job Managing General Partner at Darwin Ventures, LLC
Industry Venture Capital & Private Equity
Experience
Darwin Ventures June 2002 - Present
meVC/MVC Capital [NYSE: MVC] May 1999 - June 2002
Robertson Stephens & Company June 1996 - May 1999
Brean Murray & Company December 1994 - June 1996
I.B.M. Research Center 1982 - 1985
Education
Yale University School of Medicine 1990 — 1994
Rockefeller University 1985 — 1990
Cellular Physiology & Immunology ; AIDS Research
Yale University 1981 — 1985
B.S. (double major), 1) Molecular Biophysiscs & Biochemistry 2) Molecular Genetics
Darwin Ventures June 2002 - Present
meVC/MVC Capital [NYSE: MVC] May 1999 - June 2002
Robertson Stephens & Company June 1996 - May 1999
Brean Murray & Company December 1994 - June 1996
I.B.M. Research Center 1982 - 1985
Education
Yale University School of Medicine 1990 — 1994
Rockefeller University 1985 — 1990
Cellular Physiology & Immunology ; AIDS Research
Yale University 1981 — 1985
B.S. (double major), 1) Molecular Biophysiscs & Biochemistry 2) Molecular Genetics
Clark Callander's Robertson Stephens & Company Experience 1993 - 2002
Job Global Investment Banking ★ Mergers & Acquisitions ★ Capital Markets ★ Trusted Advisor ★ Experienced Entrepreneur
Industry Financial Services
Experience
GCA Savvian 2003 - Present
Albany Road Real Estate Partners 2012 - Present
Robertson Stephens & Company 1993 - 2002
PaineWebber 1986 - 1993
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Start-ups, Investments, Private Placements, Strategy, Alternative Investments, Investment Strategies, Growth Capital, Portfolio Management, Equities, Financial Structuring, Financial Services, Financial Modeling, Asset Management, Restructuring, IPO, Mergers, M&A experience, Entrepreneurship, Capital Raising, Angel Investing, Investor Relations, LBO, Real Estate, Executive Management
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance & Management
Stanford University 1976 — 1980
BS, Geological Sciences
GCA Savvian 2003 - Present
Albany Road Real Estate Partners 2012 - Present
Robertson Stephens & Company 1993 - 2002
PaineWebber 1986 - 1993
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Start-ups, Investments, Private Placements, Strategy, Alternative Investments, Investment Strategies, Growth Capital, Portfolio Management, Equities, Financial Structuring, Financial Services, Financial Modeling, Asset Management, Restructuring, IPO, Mergers, M&A experience, Entrepreneurship, Capital Raising, Angel Investing, Investor Relations, LBO, Real Estate, Executive Management
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance & Management
Stanford University 1976 — 1980
BS, Geological Sciences
Breht Feigh's Robertson Stephens & Company Experience 1996 - 1997
Job
Industry Hospital & Health Care
Experience
Press Ganey August 2015 - Present
American Dental Partners 2013 - July 2015
American Dental Partners 2001 - 2013
American Dental Partners 1997 - 2000
Robertson Stephens & Company 1996 - 1997
ING Barings 1993 - 1996
Dean Witter Reynolds 1989 - 1992
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economic History
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Finance
National University of Singapore
Press Ganey August 2015 - Present
American Dental Partners 2013 - July 2015
American Dental Partners 2001 - 2013
American Dental Partners 1997 - 2000
Robertson Stephens & Company 1996 - 1997
ING Barings 1993 - 1996
Dean Witter Reynolds 1989 - 1992
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economic History
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Finance
National University of Singapore
Ravi Mantena's Robertson Stephens & Company Experience June 1998 - December 2002
Job
Industry Investment Management
Experience
BlackRock September 2005 - Present
UC Berkeley January 2003 - September 2005
Robertson Stephens & Company June 1998 - December 2002
T. Rowe Price April 1997 - May 1998
Robertson Stephens & Company May 1996 - May 1997
Education
California State University-Northridge 1991 — 1992
MS
SJ College of Engineering, Mysore 1986 — 1990
BS
BlackRock September 2005 - Present
UC Berkeley January 2003 - September 2005
Robertson Stephens & Company June 1998 - December 2002
T. Rowe Price April 1997 - May 1998
Robertson Stephens & Company May 1996 - May 1997
Education
California State University-Northridge 1991 — 1992
MS
SJ College of Engineering, Mysore 1986 — 1990
BS
Michelle Rhee's Robertson Stephens & Company Experience 1994 - 1996
Job Associate General Counsel at Bank of America
Industry Financial Services
Experience
Bank of America March 2004 - Present
WilmerHale 1997 - 2004
Barclays Global Investors 1996 - 1997
Robertson Stephens & Company 1994 - 1996
Education
Boston University School of Law 1988 — 1991
JD
Smith College 1984 — 1988
Bachelor of Arts (B.A.)
Bank of America March 2004 - Present
WilmerHale 1997 - 2004
Barclays Global Investors 1996 - 1997
Robertson Stephens & Company 1994 - 1996
Education
Boston University School of Law 1988 — 1991
JD
Smith College 1984 — 1988
Bachelor of Arts (B.A.)
Charlie Glavin's Robertson Stephens & Company Experience 1996 - 1997
Job CFO at ViXS Systems Inc.
Industry Semiconductors
Experience
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
Lauren Herbstman's Robertson Stephens & Company Experience June 1988 - June 1991
Job Owner, Magic Footprint
Industry Marketing and Advertising
Experience
Magic Footprint January 2004 - Present
Egon Zehnder International September 2001 - January 2003
NotifyMe Networks June 1999 - September 2000
Banc Boston Robertson Stephens August 1993 - March 1999
Robertson Stephens & Company June 1988 - June 1991
Skills
Promotional Products, Branding & Identity, Branding Consultancy, Marketing Management
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance, Entrepreneurial Studies
Stanford University 1984 — 1988
A.B., International Relations
Magic Footprint January 2004 - Present
Egon Zehnder International September 2001 - January 2003
NotifyMe Networks June 1999 - September 2000
Banc Boston Robertson Stephens August 1993 - March 1999
Robertson Stephens & Company June 1988 - June 1991
Skills
Promotional Products, Branding & Identity, Branding Consultancy, Marketing Management
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance, Entrepreneurial Studies
Stanford University 1984 — 1988
A.B., International Relations
James Hoover's Robertson Stephens & Company Experience 1984 - 1992
Job Managing Member, Dauphin Capital Partners
Industry Investment Management
Experience
American Farmland Company October 2014 - Present
Iontera July 2011 - Present
Supplemental Health Care May 2000 - Present
Dauphin Capital Partners 1998 - Present
Welsh, Carson, Anderson & Stowe 1992 - 1998
Robertson, Stephens & Company 1984 - 1992
Citibank 1977 - 1984
citibank 1977 - 1984
citibank 1977 - 1984
Skills
Capital, Healthcare, Growth Capital, Buyouts, Institutional..., Angel Investing, LBO, IPO, Financial Structuring, Finance, Executive Management, Restructuring, Strategy, Funding, Management, Private Equity, Investments, Hedge Funds, Equities, Alternative Investments, Venture Capital
Education
Indiana University - Kelley School of Business 1975 — 1977
MBA, Finance
Elizabethtown College 1972 — 1975
BS, business administration
American Farmland Company October 2014 - Present
Iontera July 2011 - Present
Supplemental Health Care May 2000 - Present
Dauphin Capital Partners 1998 - Present
Welsh, Carson, Anderson & Stowe 1992 - 1998
Robertson, Stephens & Company 1984 - 1992
Citibank 1977 - 1984
citibank 1977 - 1984
citibank 1977 - 1984
Skills
Capital, Healthcare, Growth Capital, Buyouts, Institutional..., Angel Investing, LBO, IPO, Financial Structuring, Finance, Executive Management, Restructuring, Strategy, Funding, Management, Private Equity, Investments, Hedge Funds, Equities, Alternative Investments, Venture Capital
Education
Indiana University - Kelley School of Business 1975 — 1977
MBA, Finance
Elizabethtown College 1972 — 1975
BS, business administration
Tom Hodapp's Robertson Stephens & Company Experience 1992 - 1999
Job Founder, Access Capital Management
Industry Venture Capital & Private Equity
Experience
Access Capital Management January 2000 - Present
various public and private companies 1989 - Present
Robertson, Stephens & Company 1992 - 1999
Montgomery Medical Ventures 1988 - 1992
Goldman Sachs 1982 - 1987
Goldman Sachs 1982 - 1987
Goldman Sachs 1981 - 1987
Goldman Sachs 1981 - 1987
Skills
Healthcare, Strategy, Management, Venture Capital, Private Equity, Product Development, Entrepreneurship, Start-ups, Medical Devices, Executive Management, Corporate Finance, Leadership, Valuation, Hedge Funds, Corporate Development, Capital Markets, Mergers, Investments, Strategic Planning, Healthcare Information..., Corporate Governance, Start-up Ventures, Business Strategy, Business Development, Board of Directors, Advisory Boards, C-Level Relationships, C-Level Negotiations, Mergers & Acquisitions, CFOs, CEOs, Budget Monitoring, Budget Forecasts, Investor Relations, Financial Analysis, Marketing, Deal Sourcing, Fundraising, IPO, Growth Capital, Angel Investing, Private Placements, LBO, M&A experience, Financial Modeling, Due Diligence, Strategic Partnerships, Investment Banking, Equities, Portfolio Management
Education
Trinity College-Hartford 1977 — 1981
LCDS
Access Capital Management January 2000 - Present
various public and private companies 1989 - Present
Robertson, Stephens & Company 1992 - 1999
Montgomery Medical Ventures 1988 - 1992
Goldman Sachs 1982 - 1987
Goldman Sachs 1982 - 1987
Goldman Sachs 1981 - 1987
Goldman Sachs 1981 - 1987
Skills
Healthcare, Strategy, Management, Venture Capital, Private Equity, Product Development, Entrepreneurship, Start-ups, Medical Devices, Executive Management, Corporate Finance, Leadership, Valuation, Hedge Funds, Corporate Development, Capital Markets, Mergers, Investments, Strategic Planning, Healthcare Information..., Corporate Governance, Start-up Ventures, Business Strategy, Business Development, Board of Directors, Advisory Boards, C-Level Relationships, C-Level Negotiations, Mergers & Acquisitions, CFOs, CEOs, Budget Monitoring, Budget Forecasts, Investor Relations, Financial Analysis, Marketing, Deal Sourcing, Fundraising, IPO, Growth Capital, Angel Investing, Private Placements, LBO, M&A experience, Financial Modeling, Due Diligence, Strategic Partnerships, Investment Banking, Equities, Portfolio Management
Education
Trinity College-Hartford 1977 — 1981
LCDS
Cynthia Hiponia's Robertson Stephens & Company Experience March 1996 - March 1998
Job Managing Director at The Blueshirt Group
Industry Financial Services
Experience
The Blueshirt Group Vice President Equity ResearchCitigroupMarch 1998 - April 2004
Robertson Stephens & Company March 1996 - March 1998
Recombinant Capital March 1993 - March 1995
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Equity Valuation, IPO, Investor Relations, Investment Banking, Capital Markets, Capital, Valuation, Corporate Development, Equity Capital Markets, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo
San Francisco State University
BA
The Blueshirt Group Vice President Equity ResearchCitigroupMarch 1998 - April 2004
Robertson Stephens & Company March 1996 - March 1998
Recombinant Capital March 1993 - March 1995
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Equity Valuation, IPO, Investor Relations, Investment Banking, Capital Markets, Capital, Valuation, Corporate Development, Equity Capital Markets, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo
San Francisco State University
BA
Linle Froeb's Robertson Stephens & Company Experience 1998 - 2002
Job President at LJF Events LLC
Industry Events Services
Experience
LJF Events LLC June 2002 - Present
Robertson Stephens & Company 1998 - 2002
Montgomery Securities/Banc of America Securities 1995 - 1998
Skills
Event Management, Marketing Strategy, Corporate Events, Strategic Planning, Marketing Communications, Trade Shows, Budgets, Corporate Branding and..., Content Development &..., Event Production &..., Website Design, Contract Negotiations, Vendor Selection, Graphic Design, Site Selection, Special Events Creation
Education
Smith College
Bachelor of Arts (BA), English and Art History
Visiting Student - Harvard College
LJF Events LLC June 2002 - Present
Robertson Stephens & Company 1998 - 2002
Montgomery Securities/Banc of America Securities 1995 - 1998
Skills
Event Management, Marketing Strategy, Corporate Events, Strategic Planning, Marketing Communications, Trade Shows, Budgets, Corporate Branding and..., Content Development &..., Event Production &..., Website Design, Contract Negotiations, Vendor Selection, Graphic Design, Site Selection, Special Events Creation
Education
Smith College
Bachelor of Arts (BA), English and Art History
Visiting Student - Harvard College
Chris Hannan's Robertson Stephens & Company Experience 1995 - 2002
Job Partner, Director of TradingWR Hambrecht + Co.
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Devil Mountain Investment Management March 2009 - Present
Thomson Reuters December 2009 - May 2014
Proxy Governance June 2008 - October 2009
Montgomery & Co., LLC 2005 - 2008
First Albany 2002 - 2005
Robertson, Stephens & Company 1995 - 2002
Skills
Trading, Hedge Funds, Trading Systems, Equity Trading, Equities, Capital Markets, Electronic Trading, Series 7, Derivatives, Investment Banking, Asset Management, Portfolio Management, Financial Markets, ETFs, Investments, Securities, Proprietary Trading, Compliance, Analysis, Bonds, Trading Strategies, Series 63, Series 24, Series 65, Market Data, Asset Allocation
Education
The George Washington University 1992 — 1995
MBA, Finance and Investments
University of California, Los Angeles 1986 — 1991
International Business, Economics, German Language
Monte Vista High School 1982 — 1986
WR Hambrecht + Co May 2014 - Present
Devil Mountain Investment Management March 2009 - Present
Thomson Reuters December 2009 - May 2014
Proxy Governance June 2008 - October 2009
Montgomery & Co., LLC 2005 - 2008
First Albany 2002 - 2005
Robertson, Stephens & Company 1995 - 2002
Skills
Trading, Hedge Funds, Trading Systems, Equity Trading, Equities, Capital Markets, Electronic Trading, Series 7, Derivatives, Investment Banking, Asset Management, Portfolio Management, Financial Markets, ETFs, Investments, Securities, Proprietary Trading, Compliance, Analysis, Bonds, Trading Strategies, Series 63, Series 24, Series 65, Market Data, Asset Allocation
Education
The George Washington University 1992 — 1995
MBA, Finance and Investments
University of California, Los Angeles 1986 — 1991
International Business, Economics, German Language
Monte Vista High School 1982 — 1986
Lance Wood's Robertson Stephens & Company Experience 1998 - 2002
Job Macquarie Securities San Francisco
Industry Capital Markets
Experience
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Cheryl Alexander Bierwirth's Robertson Stephens & Company Experience August 1989 - August 1992
Job NonProfit Management
Industry Nonprofit Organization Management
Experience
Hingham Historical Society September 2007 - Present
Hingham Long Range Waste Disposal and Recycling Committee March 2007 - Present
Hingham Youth Soccer September 2000 - June 2014
St. John the Evangelist Episcopal Church February 2009 - February 2012
Weymouth Evening High School September 1996 - June 2001
Lifetime Corporation December 1992 - April 1993
Robertson, Stephens & Company August 1989 - August 1992
The Resource Financial Group September 1988 - July 1989
Skills
Community Outreach, Non-profits, Fundraising, Contract Negotiation
Education
University of Massachusetts at Boston 1993 — 1995
M.Ed.
College of the Holy Cross 1984 — 1988
B.A., Economics
Hingham Historical Society September 2007 - Present
Hingham Long Range Waste Disposal and Recycling Committee March 2007 - Present
Hingham Youth Soccer September 2000 - June 2014
St. John the Evangelist Episcopal Church February 2009 - February 2012
Weymouth Evening High School September 1996 - June 2001
Lifetime Corporation December 1992 - April 1993
Robertson, Stephens & Company August 1989 - August 1992
The Resource Financial Group September 1988 - July 1989
Skills
Community Outreach, Non-profits, Fundraising, Contract Negotiation
Education
University of Massachusetts at Boston 1993 — 1995
M.Ed.
College of the Holy Cross 1984 — 1988
B.A., Economics
Tom Eddy's Robertson Stephens & Company Experience 1993 - 2000
Job Managing Director at Jarvinian Spectrum Opportunity Fund
Industry Venture Capital & Private Equity
Experience
Jarvinian Spectrum Opportunity Fund May 2014 - Present
First Marblehead Corporation May 2010 - Present
Jarvinian January 2008 - Present
Ludlow Partners 2001 - 2013
Atlas Venture 2000 - 2001
Robertson Stephens & Company 1993 - 2000
Morgan Stanley 1987 - 1993
U. S. Steel 1981 - 1986
Skills
Valuation, Strategic Planning, Investment Banking, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Private Equity, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Start-ups, Corporate Finance, Management, Portfolio Management, Finance, Financial Modeling, New Business Development, Executive Management, Capital Markets, LBO, Entrepreneurship, Trading, Financial Analysis, Equities, Asset Management
Education
Harvard Business School 1986 — 1988
MBA
Duquesne University School of Law 1982 — 1986
JD
University of Virginia 1977 — 1981
BS, Commerce
Jarvinian Spectrum Opportunity Fund May 2014 - Present
First Marblehead Corporation May 2010 - Present
Jarvinian January 2008 - Present
Ludlow Partners 2001 - 2013
Atlas Venture 2000 - 2001
Robertson Stephens & Company 1993 - 2000
Morgan Stanley 1987 - 1993
U. S. Steel 1981 - 1986
Skills
Valuation, Strategic Planning, Investment Banking, Venture Capital, Mergers, Investments, Strategy, Corporate Development, Private Equity, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Start-ups, Corporate Finance, Management, Portfolio Management, Finance, Financial Modeling, New Business Development, Executive Management, Capital Markets, LBO, Entrepreneurship, Trading, Financial Analysis, Equities, Asset Management
Education
Harvard Business School 1986 — 1988
MBA
Duquesne University School of Law 1982 — 1986
JD
University of Virginia 1977 — 1981
BS, Commerce
Cynthia Jacobsen's Robertson Stephens & Company Experience 1995 - 1996
Job at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2010 - Present
Evaluation Associates April 1998 - June 2009
State Street Global Advisors 1996 - 1998
Robertson Stephens & Company 1995 - 1996
International Executive Service Corps 1991 - 1995
Skills
Fixed Annuities, Equities, Fixed Income, Mutual Funds, Investments, Insurance, Program Management, Strategy, Asset Allocation, Financial Services, FINRA, Hedge Funds, Budgets, Finance
Education
Sacred Heart University 1992 — 1993
BA, International Business
Ithaca College 1986 — 1990
International Business
Prudential Financial June 2010 - Present
Evaluation Associates April 1998 - June 2009
State Street Global Advisors 1996 - 1998
Robertson Stephens & Company 1995 - 1996
International Executive Service Corps 1991 - 1995
Skills
Fixed Annuities, Equities, Fixed Income, Mutual Funds, Investments, Insurance, Program Management, Strategy, Asset Allocation, Financial Services, FINRA, Hedge Funds, Budgets, Finance
Education
Sacred Heart University 1992 — 1993
BA, International Business
Ithaca College 1986 — 1990
International Business
Patrick Prendergast's Robertson Stephens & Company Experience 1992 - 1997
Job Financial Sponsor Coverage/Capital Markets
Industry Financial Services
Experience
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
Joseph Kupferschmidt's Robertson Stephens & Company Experience July 1989 - April 1994
Job Senior Compliance Officer at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
Valorie Friedsam's Robertson Stephens & Company Experience April 1993 - November 1994
Job Founder at Valorie Friedsam Designs
Industry Executive Office
Experience
Valorie Friedsam Designs November 2003 - Present
Medialink May 1995 - May 2000
Bankers Trust January 1995 - May 1995
Robertson, Stephens & Company April 1993 - November 1994
Hamilton Management September 1990 - September 1992
Education
University of Arizona 1985 — 1990
BS, Communications
Valorie Friedsam Designs November 2003 - Present
Medialink May 1995 - May 2000
Bankers Trust January 1995 - May 1995
Robertson, Stephens & Company April 1993 - November 1994
Hamilton Management September 1990 - September 1992
Education
University of Arizona 1985 — 1990
BS, Communications
Alison Killilea's Robertson Stephens & Company Experience 1998 - 2002
Job Managing Director at W Capital Partners
Industry Venture Capital & Private Equity
Experience
W Capital Partners January 2007 - Present
Piper Jaffray 2002 - 2004
Robertson Stephens & Company 1998 - 2002
Skills
Private Equity, Venture Capital, LBO, Growth Capital, Mergers & Acquisitions, Valuation, M&A experience, Alternative Investments, Due Diligence, Corporate Finance, Investments, Investment Banking, Financial Modeling, Start-ups, Entrepreneurship, Equities, Business Strategy, Financial Analysis, Corporate Development, Angel Investing
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA)
Middlebury College 1994 — 1998
Bachelor of Arts (BA)
The Winsor School 1989 — 1994
W Capital Partners January 2007 - Present
Piper Jaffray 2002 - 2004
Robertson Stephens & Company 1998 - 2002
Skills
Private Equity, Venture Capital, LBO, Growth Capital, Mergers & Acquisitions, Valuation, M&A experience, Alternative Investments, Due Diligence, Corporate Finance, Investments, Investment Banking, Financial Modeling, Start-ups, Entrepreneurship, Equities, Business Strategy, Financial Analysis, Corporate Development, Angel Investing
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA)
Middlebury College 1994 — 1998
Bachelor of Arts (BA)
The Winsor School 1989 — 1994
Katrina O'Connell's Robertson Stephens & Company Experience August 1992 - August 1994
Job Chief Financial Officer, Banana Republic at Gap Inc
Industry Retail
Experience
Gap Inc March 2015 - Present
Gap Inc. June 2011 - Present
Gap Inc./Gap March 2003 - May 2011
Gap Inc September 1994 - February 2003
Robertson Stephens & Company August 1992 - August 1994
Skills
Corporate Finance, Investor Relations, Inventory Management, Corporate Strategy..., Forecasting, Merchandising, Sales, Financial Modeling, Retail, Management, Leadership, Apparel, Strategic Planning, Business Strategy, Microsoft Excel
Education
Georgetown University 1986 — 1990
Bachelors of Foreign Service, Foreigh Service
Gap Inc March 2015 - Present
Gap Inc. June 2011 - Present
Gap Inc./Gap March 2003 - May 2011
Gap Inc September 1994 - February 2003
Robertson Stephens & Company August 1992 - August 1994
Skills
Corporate Finance, Investor Relations, Inventory Management, Corporate Strategy..., Forecasting, Merchandising, Sales, Financial Modeling, Retail, Management, Leadership, Apparel, Strategic Planning, Business Strategy, Microsoft Excel
Education
Georgetown University 1986 — 1990
Bachelors of Foreign Service, Foreigh Service
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ