Rochdale Investment Management

Industry: Company

Description

Founded: 1975 Subsidiary: City National Rochdale Asia Ltd. Parent organization: City National Bank

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Rochdale Investment Management Employees

Employee
Years
Job
Industry
Creighton Taylor, CFA Creighton Taylor, CFA Greater Los Angeles Area Details
Creighton Taylor, CFA's Rochdale Investment Management Experience November 2009 - June 2012
Job Founder at iClair, Inc.
Industry Internet
Experience
iClair, Inc.   July 2014 - Present
Sunsweet Growers Inc.  June 2013 - August 2013
StudyHippo.Com   February 2013 - May 2013
Management Leadership for Tomorrow  January 2011 - August 2012
Rochdale Investment Management   November 2009 - June 2012
OBN Holdings, Inc.   May 2009 - November 2009
Western Asset Management  June 2008 - May 2009
Qualico Capital Corporation   June 2007 - August 2007

Skills
Investments, Strategy, SQL, Management, Mobile Applications, Entrepreneurship, Leadership, Swift, Start-ups

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Emory University   2004 — 2008
BBA, Finance, International Business, Music

Silpa Sarma Silpa Sarma San Francisco Bay Area Details
Silpa Sarma's Rochdale Investment Management Experience January 2007 - April 2009
Job Customer Support Business Group Finance
Industry Semiconductors
Experience
Lam Research  May 2014 - Present
Maxim Integrated Products  June 2011 - April 2014
M&T Bank  June 2010 - August 2010
Rochdale Investment Management   January 2007 - April 2009
The Vanguard Group  August 2005 - December 2006

Skills
Finance, Investments, Equities, Forecasting, Internal Audit, Budgets, Financial Services, Pricing, Six Sigma, Mutual Funds, Program Management, Equity Research, Risk Management, Cross-functional Team..., Corporate Finance, Financial Modeling, Financial Analysis, Business Strategy, Competitive Analysis, Valuation

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
Master of Business Administration (MBA)

University of Pennsylvania   2001 — 2005
BA, Economics, Mathematics

Geoffrey Pazzanese Geoffrey Pazzanese New York, New York Details
Geoffrey Pazzanese's Rochdale Investment Management Experience February 2001 - August 2007
Job VP, Senior Portfolio Manager at Federated Investors
Industry Investment Management
Experience
Federated Investors  August 2007 - Present
Rochdale Investment Management   February 2001 - August 2007
AXIS Spa   April 1992 - June 1998

Skills
Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Investment Management, Securities, Equity Research, Capital Markets, ETFs, Fixed Income, Investments

Education
Thunderbird School of Global Management   1998 — 1999
MIM

University of Wisconsin-Madison   1986 — 1991
Bachelor in Science, Physics and Italian

Aleh Vaitsiuk Aleh Vaitsiuk Mountain View, California Details
Aleh Vaitsiuk's Rochdale Investment Management Experience December 2010 - July 2012
Job Production System Engineer at Intermedia
Industry Computer Networking
Experience
Intermedia  October 2013 - Present
Fond of Social protection   September 2012 - Present
TAOS  February 2013 - August 2013
Synopsys  February 2013 - May 2013
Rochdale Investment Management   December 2010 - July 2012
Olympic Casino   March 2008 - June 2010
Fond of Social protection   December 2004 - March 2008

Skills
Cacti, Backup Exec, DNS, VMware ESX, Security, Nagios, DHCP, Firewalls

Education
Belaruski Dziarzhauny Universitet   1997 — 2003
Master, Applied Mathematics and Computer Science

Danny Schuster Danny Schuster New York, New York Details
Danny Schuster's Rochdale Investment Management Experience June 2010 - August 2010
Job Equity Research Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  July 2012 - Present
Indiana University Funding Board   January 2010 - December 2011
Credit Suisse  June 2011 - August 2011
Theta Chi Fraternity  January 2010 - December 2010
Rochdale Investment Management   June 2010 - August 2010
Centra Financial Group  June 2009 - August 2009

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Economics, PowerPoint, Public Speaking, Finance, Research, Fundraising, Valuation, Microsoft Word, Accounting, Financial Reporting

Education
Indiana University - Kelley School of Business   2008 — 2012
BS, Finance

Indiana University Bloomington   2008 — 2012
BA, Economics

Brighton High School   2004 — 2008

Sara Shank Sara Shank Greater Boston Area Details
Sara Shank's Rochdale Investment Management Experience 2000 - 2001
Job Head of Portfolio Management at Beacon Capital Partners
Industry Real Estate
Experience
Beacon Capital Partners  July 2003 - Present
Rochdale Investment Management   2000 - 2001
William Wilson and Associates   1997 - 2000

Skills
Asset Managment, Real Estate Development, Real Estate, Real Estate Private..., Due Diligence, Real Estate Transactions, Valuation, Disposition, Acquisitions, Investments, Real Estate Economics, Property Management, Commercial Real Estate, Financial Modeling, Private Equity, Investment Properties, Financial Analysis, Portfolio Management, Real Estate Financing, Investor Relations, Asset Management, Dispositions, Financial Structuring, Leases, Mergers, Strategy, Management

Education
The Tuck School of Business at Dartmouth   2001 — 2003
MBA, MBA

University of Virginia   1993 — 1996
BA, Economics

Angeli Granat Angeli Granat New York, New York Details
Angeli Granat's Rochdale Investment Management Experience October 2006 - June 2008
Job Senior Compliance Officer at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  June 2014 - Present
Fitch Ratings  February 2013 - May 2014
Starr & Company, LLC   June 2008 - June 2010
Rochdale Investment Management   October 2006 - June 2008

Education
Rutgers University
Bachelor of Arts (B.A.), History

Gregory Vasilyev Gregory Vasilyev Greater New York City Area Details
Gregory Vasilyev's Rochdale Investment Management Experience January 2006 - May 2012
Job Consultant, Enterprise Architecture and IT Security
Industry Information Technology and Services
Experience
Guardian Life  December 2014 - Present
Consultant  September 2014 - Present
City National Rochdale  May 2012 - August 2014
Rochdale Investment Management   January 2006 - May 2012
Rochdale Securities  January 1999 - December 2005
Rochdale Securities  September 1997 - December 1998

Skills
Amazon Web Services..., Microsoft Azure Cloud, IBM SoftLayer, Servers, Data Center, Networking, Microsoft Exchange, Cisco Technologies, Virtualization, Management, Microsoft Office 365, Google Apps, Enterprise Architecture, Information Technology, Network Security, IT Strategy Planning..., Network and System..., Datacenter Design and..., IT Service Management, Mission Critical, Disaster Recovery and..., Contract/Vendor..., Cisco Unified Call..., Cisco ASA and PIX..., Vmware vSphere,..., Kaspersky Open Space..., FC SAN, Symantec Endpoint..., iSCSI, Various trading and..., TCP/IP, Websense Security, Brocade Fibre Switches, Red Hat, CentOS, Suse,..., Apple Mac OS X, Microsoft Windows 3.1 -..., Microsoft Terminal,..., Microsoft C#.NET,..., Adobe PhotoShop,..., MCSE 2003 Certified, Barracuda Spam Firewall, DLP: Cloud-based and..., Citrix XenApp and..., Sonicwall NextGen..., NAS, 10G Ethernet

Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'   1991 — 1997
Master of Science (MS)

Alison Bressaw Alison Bressaw Greater Boston Area Details
Alison Bressaw's Rochdale Investment Management Experience June 2007 - August 2007
Job Asset Manager (Investment Analysis) at Boston Capital
Industry Banking
Experience
Boston Capital  June 2015 - Present
State Street Bank  March 2014 - June 2015
State Street Bank  June 2012 - March 2014
State Street Bank  February 2011 - June 2012
Investor Group Services (IGS)   October 2010 - February 2011
Merrill Lynch  June 2009 - September 2009
Rochdale Investment Management   June 2007 - August 2007

Skills
Bloomberg, Outlook, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Crystal Ball, Morningstar, Peachtree, Financial Modeling, Financial Analysis, Fixed Income, Access, Data Analysis, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Reporting, Equity Research, Finance, Private Equity, Quantitative Analytics, Thompson One, Market Research, Bonds, Mutual Funds, Accounting, Asset Managment, Microsoft Office, Account Reconciliation, Due Diligence, Financial Accounting, Accounts Payable, Financial Statement..., Financial Risk, Analysis, Corporate Finance

Education
Bentley University   2007 — 2010
Bachelor of Science (B.S.), Corporate Finance & Accounting

Fudan University   2009 — 2009
Chinese Language & Culture

Donna Krivinskas Donna Krivinskas San Francisco Bay Area Details
Donna Krivinskas's Rochdale Investment Management Experience September 2010 - 2013
Job Business Tech + Media Strategist, Startup Founder
Industry Information Technology and Services
Experience
VINS MEDIA   March 2014 - Present
Tastey   January 2014 - Present
Rochdale Investment Management   September 2010 - 2013
RVK   March 2009 - August 2010
Longbow Research  June 2008 - August 2008
McDonald Investments  May 2006 - August 2006
Morgan Stanley  May 2005 - August 2005

Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation

Education
Cornell University
B.A., Economics

William O'Donnell CFA, CPA William O'Donnell CFA, CPA Greater New York City Area Details
William O'Donnell CFA, CPA's Rochdale Investment Management Experience July 2011 - July 2012
Job Director Finance, at City National Rochdale LLC
Industry Investment Management
Experience
City National Rochdale Wealth Management   July 2012 - April 2015
Rochdale Investment Management   July 2011 - July 2012
WOD Consulting   October 2009 - June 2011
Clay Finlay LLC   September 1990 - September 2009
Clay Finlay (HK) Ltd.   April 2007 - August 2009
Clay Finlay (Europe) Ltd   April 2004 - August 2009
Clay Finlay Pension Plan   March 2003 - August 2009
Deloitte  September 1986 - September 1990

Skills
Finance, Investments, Mutual Funds, Investment Management, Securities, Tax, Equities, Hedge Funds, Broker-Dealer, Financial Analysis, Financial Services

Education
Fairfield University
Bachelor of Science (BS), Accounting and Finance

Fairfield University

Thomas Ehrlein Thomas Ehrlein Greater New York City Area Details
Thomas Ehrlein's Rochdale Investment Management Experience August 2005 - February 2013
Job Director, Portfolio and Alternative Analytics Group
Industry Investment Management
Experience
City National Rochdale  January 2013 - Present
Rochdale Investment Management   August 2005 - February 2013
Rochdale Investment Management   August 2005 - December 2007
FactSet Research Systems  September 2001 - August 2004

Skills
Asset Allocation, Quantitative Research, Portfolio Management, Analysis, Finance, Strategy, ETFs, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Asset Managment, Investment Banking, Asset Management, Bloomberg, Equities

Education
Hofstra University   2004 — 2006
MBA, Finance

University of Scranton   1997 — 2001
Bachelor, Finance

Gregg Giaquinto Gregg Giaquinto Greater New York City Area Details
Gregg Giaquinto's Rochdale Investment Management Experience COO & General CounselETG, LLCJanuary 1997 - January 2007
Job Managing Director, City National Rochdale
Industry Investment Management
Experience
Rochdale Investment Management   COO & General CounselETG, LLCJanuary 1997 - January 2007

Skills
Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Equities, Investments, Fixed Income, Securities, Portfolio Management, Capital Markets, Financial Modeling, Series 7, Risk Management, finacial services, BD and RIA Compliance, Financial Services, Operations Management, General Corporate..., Chief compliance officer, Legal Compliance, Wealth Management

Education
Brooklyn Law School
JD

James W. Herrington CFA CAIA James W. Herrington CFA CAIA Greater Pittsburgh Area Details
James W. Herrington CFA CAIA's Rochdale Investment Management Experience August 1999 - April 2002
Job Private and Public Equity Investment Officer at WVIMB
Industry Investment Management
Experience
West Virginia Investment Management Board   October 2008 - Present
Herrington Investment Solutions, Inc.   April 2002 - Present
Rochdale Investment Management   August 1999 - April 2002
Tokai Bank  August 1994 - August 1999
Carter Organization   March 1993 - August 1994
Value Line  September 1992 - March 1993
Schlumberger  May 1991 - September 1991

Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions

Education
Georgia Institute of Technology - Georgia Tech College of Management   1990 — 1992

Emory University   1984 — 1988
BA, Economics and Political Science

Shady Side Academy

Andrew Miranda, CPA Andrew Miranda, CPA Greater New York City Area Details
Andrew Miranda, CPA's Rochdale Investment Management Experience 1998 - 2007
Job Chief Financial Officer at Titan Advisors
Industry Financial Services
Experience
Titan Advisors  October 2007 - Present
Rochdale Securities  1998 - 2007
Rochdale Investment Management   1998 - 2007
Isreal Bonds   1996 - 1998

Education
Fairleigh Dickinson University   1982 — 1986
Bachelor of Science, Accounting

Kevan Woodworth Kevan Woodworth Greater New York City Area Details
Kevan Woodworth's Rochdale Investment Management Experience June 2011 - August 2011
Job Chief Operations Officer at US Pump Corp
Industry
Experience
US Pump Corp   September 2012 - Present
Stepinac High School   September 2009 - August 2012
Rochdale Investment Management   June 2011 - August 2011

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Windows, English, Research, Photoshop, Public Speaking, Teaching, Budgets, HTML, Strategic Planning, Negotiation, Editing, Teamwork

Education
Pace University   2004 — 2009
Bachelor's degree, History

Atanas Mihov Atanas Mihov Charlotte, North Carolina Details
Atanas Mihov's Rochdale Investment Management Experience September 2007 - December 2007
Job Financial Economist at Federal Reserve Bank of Richmond
Industry Financial Services
Experience
Federal Reserve Bank of Richmond  August 2014 - Present
University of Florida  August 2009 - August 2014
TCF Bank  August 2008 - July 2009
Mercedes Benz USA  January 2008 - May 2008
Merrill Lynch  January 2008 - May 2008
Rochdale Investment Management   September 2007 - December 2007
Ramapo College of New Jersey  October 2006 - December 2007
New Europe Corporate Advisory   May 2007 - August 2007

Education
University of Florida - Warrington College Of Business   2009 — 2014
PhD, Finance

Ramapo College of New Jersey   2004 — 2008
BS, Finance

Steve Dombrower, CFA Steve Dombrower, CFA Greater New York City Area Details
Steve Dombrower, CFA's Rochdale Investment Management Experience December 1995 - September 1999
Job Vice President at OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds  September 1999 - Present
Rochdale Investment Management   December 1995 - September 1999
Oppenheimer Capital / Quest for Value Funds   August 1994 - November 1995
Dreyfus Service Corporation  October 1992 - August 1994

Skills
Mutual Funds, Separately Managed..., Product Development, Asset Management, Investments, Wholesaling, 529 Plans, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 24, Financial Services, Investment Management, Portfolio Management, Equities, Asset Managment, Fixed Income

Education
Adelphi University   1992 — 1994
MBA, Corporate Finance & Investments

University at Albany, SUNY   1986 — 1990
B.S., Business Administration / Finance

Tripp Taylor, CFA Tripp Taylor, CFA San Francisco Bay Area Details
Tripp Taylor, CFA's Rochdale Investment Management Experience March 1997 - February 2003
Job Managing Director Wealth Management, Neuberger Berman, LLC
Industry Financial Services
Experience
Neuberger Berman  February 2003 - Present
Rochdale Investment Management   March 1997 - February 2003

Skills
Hedge Funds, Equities, Asset Allocation, Alternative Investments, Equity Research, Mutual Funds, Fixed Income, Series 7, Asset Management, Wealth Management, Financial Advisory, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies

Education
Thunderbird School of Global Management   1995 — 1996
MBA, Finance

The University of Texas at Austin   1986 — 1990
Bachelor of Business Administration (B.B.A.), International Marketing

Kevin Sun Kevin Sun New York, New York Details
Kevin Sun's Rochdale Investment Management Experience July 2011 - August 2011
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore  June 2015 - Present
Harvard Management Company  September 2014 - November 2014
Evercore  June 2014 - August 2014
BNY Mellon (The Boston Company)   June 2013 - August 2013
Rochdale Investment Management   July 2011 - August 2011

Skills
Stata, R, Bloomberg, PHP, HTML, C, JavaScript, SQL, VBA, Matlab, SAS

Education
Harvard University   2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude

Beijing Language and Culture University   2012 — 2012
Mandarin Chinese

Bridgewater-Raritan Regional High School   2007 — 2011
High School, Valedictorian

Andy Cochran Andy Cochran Greater New York City Area Details
Andy Cochran's Rochdale Investment Management Experience June 2007 - August 2007
Job Executive Image Consultant
Industry Apparel & Fashion
Experience
Tom James Company  October 2010 - July 2015
E&J Gallo Winery  June 2009 - September 2010
The Royal Palm Tavern   October 2006 - June 2009
Rochdale Investment Management   June 2007 - August 2007
Condor Capital Investment Management   2004 - 2005

Skills
Apparel, Wardrobe, Merchandising, Fashion, Sales Management, Sales, Fit

Education
Cornell University   2005 — 2009
B.S., Dyson School of Applied Econonics and Mgmt.

Patrick Duffy, AICP Patrick Duffy, AICP Greater New York City Area Details
Patrick Duffy, AICP's Rochdale Investment Management Experience July 2005 - February 2006
Job
Industry Apparel & Fashion
Experience
Manufacture New York  October 2013 - Present
Independent, ACF, Tennaxia   January 2012 - August 2014
Energy & Resource Solutions  January 2010 - November 2011
The Louis Berger Group  February 2006 - November 2008
Rochdale Investment Management   July 2005 - February 2006
Association of Bay Area Governments  September 2000 - December 2003
Triangle J Council of Governments  May 1998 - January 1999

Skills
Strategic Planning, Strategy, Policy Analysis, Project Management, Energy Efficiency, Environmental Awareness, Program Management, Regional Planning Policy, Public Speaking, Analysis, Sustainable Business, Economic Development, Policy, Environmental Impact..., Energy..., Coaching, Sustainable Fashion, Cost Benefit, Business Development, Market Analysis, Benefit Cost Analysis, Statistics, Marketing & Outreach, Report Writing & Editing, Stakeholder Engagement..., Database Development &..., Salesforce, Pollution Prevention..., Management, Research

Education
University of North Carolina at Chapel Hill   1996 — 1998
Master of Regional Planning (MRP)

University of California, Berkeley
BA

Keith Knobelauch Keith Knobelauch New York, New York Details
Keith Knobelauch's Rochdale Investment Management Experience June 2012 - August 2012
Job Investment Banking Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital  July 2014 - Present
Deloitte Transactions & Business Analytics (DTBA)   October 2013 - June 2014
Training The Street  May 2013 - September 2013
Deloitte Transactions & Business Analytics (DTBA)   January 2013 - April 2013
Rochdale Investment Management   June 2012 - August 2012
GE Capital  2011 - 2011
Murdock Capital Partners   2006 - 2009

Education
Fordham University - Graduate School of Business Administration   2011 — 2013
Master of Business Administration (MBA), Public Accounting & Finance, 3.98

San Francisco State University   2003 — 2005
B.S., International Business

David Coiro David Coiro Greater New York City Area Details
David Coiro's Rochdale Investment Management Experience 1983 - September 2013
Job SENIOR PORTFOLIO MANAGER at CITY NATIONAL ROCHDALE
Industry Financial Services
Experience
City National Rochdale  September 1983 - Present
Rochdale Investment Management   1983 - September 2013
R W CORBY & CO   1980 - 1983

Skills
Portfolio Management, Asset Management, Investments, Management, Equities, Asset Allocation, Mutual Funds, Alternative Investments, Securities, Hedge Funds

Education
Georgetown University   1971 — 1973
foreign service Graduate school

Boston College   1964 — 1968
bs, econ

Carla Sison Carla Sison New York, New York Details
Carla Sison's Rochdale Investment Management Experience 1998 - 2002
Job VP, Global Research Intelligence at Coleman Research Group
Industry Research
Experience
Coleman Research Group  May 2008 - Present
HealthCare Research and Consulting   May 2003 - May 2008
Rochdale Investment Management   1998 - 2002
Cavel Group of Companies   1991 - 1992

Skills
Market Research, Management, Hedge Funds, Business Strategy, Strategic Planning, Strategy, Analysis, Equities, Financial Modeling, Research

Education
St. John's University
Master of Business Administration (MBA), Finance and Financial Management Services

Shabnam Boettle Shabnam Boettle Greater New York City Area Details
Shabnam Boettle's Rochdale Investment Management Experience March 1999 - April 2002
Job Equity Research and Strategic Marketing Executive
Industry Financial Services
Experience
Research, Marketing and Business Development   March 2012 - Present
Coleman Research Group  May 2008 - March 2012
HealthCare Research and Consulting   June 2002 - May 2008
Rochdale Investment Management   March 1999 - April 2002
Aaron Diamond AIDS Research Center  June 1996 - May 1997
National Institutes of Health  June 1991 - June 1996

Skills
Business Management, New Business Development, Business Strategy, Product Development, Product Marketing, Investment Products, Investment Research, Cross-functional Team..., Team Leadership, Investments, Equity Research, Financial Modeling, Market Research, Due Diligence, Expert Networks, Strategy, Financial Analysis, Competitive Analysis, Capital Markets, Start-ups, Business Planning, Entrepreneurship, Investment Management, Asset Management, Equities, Financial Services, Investment Banking, Finance, Business Development, Marketing, Relationship Management, Competitive Intelligence, Team Management, Consulting, Strategic Consulting, Executive Management, Hedge Funds, Product Launch, Management

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

American University   1992 — 1995
MS, Developmental Biology

American University   1987 — 1991
BS, Biology

Elizabeth (Betsy) Rosalen Elizabeth (Betsy) Rosalen Staten Island, New York Details
Elizabeth (Betsy) Rosalen's Rochdale Investment Management Experience April 2004 - October 2009
Job Office Professional, Designer, and Educator
Industry Philanthropy
Experience
ABCO Facility Maintenance  May 2014 - Present
DansApps   January 2010 - Present
The Wallace Foundation  October 2013 - April 2014
NEST+m  September 2012 - August 2013
NEST+M  September 2011 - August 2012
Rochdale Investment Management   April 2004 - October 2009
NYARA - New York Adventure Racing Association   May 2002 - May 2004
Rochdale Investment Management   August 2000 - April 2004
Grey Group  March 2000 - June 2000
Sirmos   February 1998 - February 2000

Skills
Illustrator, Photoshop, PowerPoint, Graphic Design, Microsoft Office, Microsoft Excel, Icon Design, Microsoft Word, HTML, User Experience Design, User Interface Design, Corporate Training, Training, Teaching, Instructional Design, Curriculum Design, Assessment, Lesson Planning, Teaching Writing, Teaching Reading, Singapore Math, Science Education, Special Education, IEP Writing, Learning Disabilities, Elementary Education, Adobe Creative Suite, Marketing, Photography, Art, Editing, Publishing, Dreamweaver, Nonprofits, Mac, Creative Writing, Blogging, IEP, Technology Needs...

Education
Touro College   2009 — 2011
MS in Childhood Education, General Education and Special Education Grades 1-6, 3.9 GPA

Baruch College   2007 — 2007
None, Mathematics

City University of New York Graduate Center   2007 — 2007
None, Art History, Criticism and Conservation, 4.0 GPA

The Cooper Union for the Advancement of Science and Art   1989 — 1994
BFA, Fine/Studio Arts, General, 2.9 GPA

Greg Slater, CFA, CFP ® Greg Slater, CFA, CFP ® Greater New York City Area Details
Greg Slater, CFA, CFP ®'s Rochdale Investment Management Experience 2004 - 2006
Job Portfolio Manager at Altium Wealth Management, LLC
Industry Investment Management
Experience
Altium Wealth Management, LLC  February 2014 - Present
Opus Advisory Group  2010 - January 2014
Collins Stewart  October 2008 - April 2010
Rodman and Renshaw  2007 - 2008
Rochdale Investment Management   2004 - 2006
Prudential Securities  2000 - 2004

Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement

Education
Fairfield University   1996 — 2000
BS, Finance, Accounting, Economics

Archbishop Stepinac HS   1993 — 1996

Jessica Davies, CFA Jessica Davies, CFA San Francisco Bay Area Details
Jessica Davies, CFA's Rochdale Investment Management Experience October 2002 - October 2008
Job UX Designer | Business Strategist | Health Care SME
Industry Internet
Experience
General Assembly  June 2015 - August 2015
Victory Healthcare  November 2013 - September 2014
Consilium Global Research   January 2009 - October 2013
WWE  October 2012 - April 2013
Rochdale Investment Management   October 2002 - October 2008
Goldman Sachs  March 2001 - March 2002
ING Barings LLC  May 2000 - March 2001
Columbia Cornell Care LLC New York, NY   September 1999 - May 2000
Ernst & Young LLP  April 1998 - September 1999
Deloitte & Touche LLP  July 1996 - April 1998

Skills
User Research, Competitive Analysis, Interviews, Design, Storytelling, Storyboarding, Wireframes, Doodling, Copywriting, Writing, User Flows, Research, Problem Solving, Psychology, Rapid Prototyping, Stakeholder Engagement, Interaction Design, Cognitive Psychology, Market Analysis, Valuation, Equity Research, Investments, Financial Modeling, Equities, Financial Analysis, Social Media, Asset Management, Bloomberg, Microsoft Office, Asset Managment, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Excel, Word, Paper Prototyping, Team Building, Strategy, Start-ups, Hedge Funds, Analysis, Due Diligence, Mergers & Acquisitions, Management, Fixed Income

Education
Harvard School of Public Health   1994 — 1996
MS, Health Policy & Management

University of California, Berkeley   1991 — 1994
BA, psychology

Natalie Beato, Esq. Natalie Beato, Esq. Greater New York City Area Details
Natalie Beato, Esq.'s Rochdale Investment Management Experience June 2008 - August 2008
Job
Industry Law Practice
Experience
Brown Brothers Harriman  June 2015 - Present
Citi  January 2014 - June 2015
Jaffe & Koumordas, LLP and Country-Wide Insurance Company   January 2013 - May 2013
Neil A. Weinrib & Associates   June 2012 - August 2012
Kings County District Attorneys Office  August 2011 - November 2011
Neil A. Weinrib & Associates   June 2011 - August 2011
Rochdale Investment Management   June 2008 - August 2008

Skills
Legal Research, Research, Immigration Law, Motions, Litigation, Legal Writing, Trials, Intellectual Property, Transactional Law, Microsoft Office, Hearings, Criminal Law, Lexis, Courts, Civil Litigation, LexisNexis, Corporate Law, Westlaw

Education
Hofstra University School of Law   2010 — 2013
JD, Law

Colgate University   2005 — 2009
BA, Political Science, Economics

Horace Mann School   2001 — 2005

Monique Kosse Monique Kosse New York, New York Details
Monique Kosse's Rochdale Investment Management Experience December 2005 - November 2007
Job Managing Partner at Access Capital Advisors
Industry Capital Markets
Experience
Access Capital Advisors   July 2015 - Present
MK Consulting  November 2014 - Present
Bertner Advisors, LLC   September 2013 - November 2014
Palisade Capital Management  November 2007 - September 2013
Rochdale Investment Management   December 2005 - November 2007
Fiduciary Trust Company  December 2001 - November 2005
Deutsche Asset Management  December 2000 - December 2001
Deutsche Asset Management  May 1998 - December 2000
Corn Refiners Association  August 1992 - June 1997
Chemical Manufacturers Association  August 1989 - August 1992

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)

St. Olaf College   1985 — 1989
Bachelor's degree, Chemistry and German

Joseph Ori Joseph Ori San Francisco Bay Area Details
Joseph Ori's Rochdale Investment Management Experience November 2003 - December 2005
Job President
Industry Real Estate
Experience
Paramount Capital Corporation   July 2011 - Present
NRC Realty & Capital Advisors, LLC   January 2010 - June 2011
Rhodes Companies, LLC   January 2008 - November 2009
Lynch Investments, LLC   January 2006 - December 2007
Rochdale Investment Management   November 2003 - December 2005

Skills
Start-ups, Investment Properties, Residential Homes, Structured Finance, Mergers & Acquisitions, Corporate Finance, Management, Finance, Business Development, Real Estate, Mergers, Portfolio Management, Strategy, Financial Analysis, Negotiation, Disposition, Alternative Investments, Investments, Capital Markets, Private Placements, Asset Managment, Property Management, Private Equity, Real Estate Economics, Brokerage, Marketing, Investment Strategies, Underwriting, Real Estate Transactions, Financial Modeling, Equities, Commercial Real Estate, Entrepreneurship, Loans, Contract Negotiation, Valuation, Due Diligence, Acquisitions, Real Estate Financing

Education
Harvard Business School   2000 — 2000
Executive Program, Financial Management

DePaul University - Charles H. Kellstadt Graduate School of Business   1981 — 1983
MBA, Finance

Southern Illinois University, Carbondale   1973 — 1978
Bachelor of Science, Accounting

Santa Clara University   2014 — 2014
NA, Finance and Real Estate, NA

Kimberly Vervoort Kimberly Vervoort Greater New York City Area Details
Kimberly Vervoort's Rochdale Investment Management Experience June 2011 - May 2012
Job Space Planning Analyst at Victoria's Secret Beauty
Industry Retail
Experience
Victoria's Secret Beauty  June 2013 - Present
Victoria's Secret Beauty  June 2012 - May 2013
Rochdale Investment Management   June 2011 - May 2012
J&L Marketing, Inc.   June 2011 - March 2012
Victoria's Secret  May 2010 - January 2011

Skills
Data Analysis, Microsoft Office, Microsoft Excel, MicroStrategy Reporting, PowerPoint, Retail, Analysis, Outlook

Education
Fordham University   2009 — 2013
B.S., Business Administration with a Dual Concentration in Finance and Marketing and a Minor in Economics

Fordham University London Centre at Heythrop College   2011 — 2011

Waldwick High School

Victor Tuminelli Victor Tuminelli Huntington Station, New York Details
Victor Tuminelli's Rochdale Investment Management Experience June 2012 - August 2012
Job Acquisition Analyst
Industry Real Estate
Experience
Knight Properties LLC   July 2014 - Present
Hart Agency  May 2015 - Present
P&Gs Bar and Grill   August 2011 - May 2014
Rochdale Investment Management   June 2012 - August 2012

Skills
Real Estate, Leadership, Microsoft Excel, Sales, Research, Microsoft Office, SPSS, Access

Education
SUNY New Paltz   2010 — 2014
Bachelor's degree, Finance, General, Senior

Paul Weinberger, CFA Paul Weinberger, CFA Phoenix, Arizona Area Details
Paul Weinberger, CFA's Rochdale Investment Management Experience 1996 - 2002
Job VP, Treasury & Settlements Manager Senior Loan Group at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  May 2014 - Present
ING Investment Management  November 2004 - April 2014
Fisher Investments  2002 - 2003
Rochdale Investment Management   1996 - 2002
JPMorgan Chase  1994 - 1996
Deutsche Bank  1988 - 1994

Skills
Investments, Investment Management, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Series 63, Investment Banking, Bloomberg, Asset Management, Hedge Funds, Securities, Bonds, Equity Research, Investment Strategies, Trading

Education
Fordham Gabelli School of Business   1990 — 1995
MBA, Finance

Union College   1984 — 1988
BA, Economics

Sara Grillo, CFA Sara Grillo, CFA Greater New York City Area Details
Sara Grillo, CFA's Rochdale Investment Management Experience 2004 - 2007
Job Financial Consultant *Helping My Clients Make Empowering Decisions*
Industry Investment Management
Experience
Empire Wealth Strategies  2015 - 2015
Grillo Investment Management   2010 - 2014
Pace University  2011 - 2012
City University of New York  2010 - 2012
Touro College  2011 - 2011
Marymount University  2010 - 2010
Conrad Capital Mangement   2009 - 2010
Grand Central Capital, LLC   2008 - 2008
Lehman Brothers  2007 - 2008
Rochdale Investment Management   2004 - 2007

Education
Harvard University
BA, English

New York University - Leonard N. Stern School of Business
MBA, Economics/Finance

Michael Mulvihill, CFA Michael Mulvihill, CFA New York, New York Details
Michael Mulvihill, CFA's Rochdale Investment Management Experience September 2001 - October 2002
Job Equity Product Specialist at Jacobs Levy Equity Management
Industry Investment Management
Experience
Jacobs Levy Equity Management  July 2015 - Present
Ashmore  July 2013 - May 2015
Artio Global  October 2010 - August 2012
AXA Rosenberg  June 2005 - September 2010
MSCI Barra  October 2002 - June 2005
Rochdale Investment Management   September 2001 - October 2002

Skills
Portfolio Management, Investment Management, Asset Management, Investment Strategies, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, Mutual Funds, Series 7 & 63, Product Management, Asset Allocation, Market Research, Investments, Bloomberg, Securities, Series 7, Derivatives, Capital Markets, Equity Research, Financial Markets, Financial Services, Trading Systems

Education
The University of Chicago
BA, Political Science

University of Iowa
MS, Political Science

Alex Marinier Alex Marinier New York, New York Details
Alex Marinier's Rochdale Investment Management Experience June 2012 - August 2012
Job Analyst at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group  June 2014 - Present
Angelo, Gordon & Co.   June 2013 - August 2013
Rochdale Investment Management   June 2012 - August 2012
The Setai Fifth Avenue - A Capella Managed Hotel  February 2011 - April 2011
Exact Capital   June 2010 - August 2010

Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Finance, Hedge Funds, Valuation, Real Estate, Public Speaking

Education
Cornell University
Bachelor's Degree, Real Estate Minor

Rye Country Day School

Daniel L. Miller, CIMA® Daniel L. Miller, CIMA® Greater Philadelphia Area Details
Daniel L. Miller, CIMA®'s Rochdale Investment Management Experience July 2005 - January 2006
Job Vice President, External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO  December 2007 - Present
Allianz Global Investors/PIMCO   December 2007 - March 2010
ADP  2006 - 2007
Rochdale Investment Management   July 2005 - January 2006
OppenheimerFunds  February 2001 - July 2005
Glenn Michael Financial   December 1998 - February 2001

Skills
Series 7, Series 63, Series 65, Life and Health Licenses, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investment Management, Fixed Income, Equities, Hedge Funds, Asset Managment, Asset Allocation, CIMA, Investment Advisory, ETFs, Bonds, Finance, Wealth, Fund Of Funds, Wealth Management...

Education
Hofstra University   1995 — 1998
Bachelor of Arts (BA), Interdisciplinary Studies

Danielle Remis Hackel Danielle Remis Hackel Boston, Massachusetts Details
Danielle Remis Hackel's Rochdale Investment Management Experience January 2000 - January 2001
Job Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  October 2013 - Present
State Street Global Advisors  January 2012 - Present
State Street Corporation  January 2011 - September 2012
State Street Global Advisors  January 2001 - February 2011
Rochdale Investment Management   January 2000 - January 2001
ING FURMAN SELZ ASSET MANAGEMENT  January 1999 - January 2000
DEUTSCHE MORGAN GRENFELL  January 1994 - January 1997
KIDDER, PEABODY, & CO., INC   January 1991 - January 1993

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

BARNARD COLLEGE, COLUMBIA UNIVERSITY
BA, Political Science

Tunde Cousins Tunde Cousins Greater New York City Area Details
Tunde Cousins's Rochdale Investment Management Experience August 2009 - December 2011
Job
Industry Financial Services
Experience
BNY Mellon Wealth Management  May 2015 - Present
Glass, Lewis & Co.   January 2012 - December 2014
Rochdale Investment Management   August 2009 - December 2011
Investment Banking Institute  July 2009 - August 2009
American Stock Transfer & Trust Co LLC  April 2009 - August 2009
Corinthian Media  January 2007 - April 2009

Skills
Customer Relations, Mergers, Financial Analysis, Analysis, Financial Modeling, Valuation, Research, Capital Markets, Microsoft Excel, PowerPoint, Asset Managment, Strategic Planning, Mergers & Acquisitions, Asset Management, Leadership, Customer Service, Entrepreneurship, Public Speaking, Trading, Portfolio Management, Economics, Bloomberg, Hedge Funds, Alternative Investments

Education
Brown University   2001 — 2005
Bachelors, Economics

Saint Ann's

Toi Pritchett-Jones Toi Pritchett-Jones Yonkers, New York Details
Toi Pritchett-Jones's Rochdale Investment Management Experience August 2004 - March 2011
Job Executive Administrative Assistant/Executive Receptionist
Industry Investment Management
Experience
Rochdale Investment Management   August 2004 - March 2011
Malcolm S. Taub, LLP   June 2003 - January 2004
Partners International  October 2002 - February 2003
Tyco International  August 2000 - August 2002
Law Office of Alan J. Mergel   February 1999 - August 2000

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Visio, Outlook, Data Entry, Switchboard, Mailroom Operations, Travel Arrangements, Confidentiality, Citrix, Citrix Metaframe, Calendars, Leadership, Invoicing, Research, Fax, PowerPoint, Office Equipment, Management

Education
Borough of Manhattan Community College
Associate's degree

DEWITT CLINTON HIGH SCHOOL

Patrick Kane Patrick Kane Greater New York City Area Details
Patrick Kane's Rochdale Investment Management Experience January 2000 - September 2000
Job Founding Partner at Wakefield Funds
Industry Financial Services
Experience
Wakefield Funds   June 2011 - Present
Oppenheimer & Co.   December 2001 - June 2011
Dunbar Capital   October 2000 - December 2001
Rochdale Investment Management   January 2000 - September 2000
Brandywine Asset Management  1991 - 1999

Skills
Equities, Portfolio Management, Asset Managment, Managed Futures, Fund Of Funds, Asset Management, Hedge Funds, Alternative Investments, Investments, Investment Advisory, Investment Strategies, Asset Allocation, Fixed Income, Bloomberg, Trading, Series 7, Investment Management, Series 63, Securities, Mutual Funds, Financial Advisory, Options, ETFs

Education
University of Scranton   1985 — 1989
B.S., Accounting

Patricia Barba Patricia Barba Cleveland, Ohio Details
Patricia Barba's Rochdale Investment Management Experience December 2006 - October 2007
Job Registered Nurse, Cardiovascular
Industry Hospital & Health Care
Experience
Cleveland Clinic  September 2015 - Present
Kepler Capital Markets  September 2010 - August 2011
Exane BNP Paribas  October 2007 - August 2010
Rochdale Investment Management   December 2006 - October 2007
UBS  April 2004 - November 2006
J.P. Morgan   February 2003 - April 2004
UBS  April 2001 - January 2003
Goldman Sachs  November 1999 - March 2001

Skills
Hedge Funds, Equities

Education
Concordia College-New York   2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Boston University   1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General

Greenwich High School   1985 — 1989

Christine Elbert Christine Elbert Greater New York City Area Details
Christine Elbert's Rochdale Investment Management Experience 1997 - 2008
Job Global Strategy and Marketing Professional
Industry International Trade and Development
Experience
Global Development Solutions, LLC   2010 - Present
Sahara Soul Travel   2005 - Present
Rochdale Investment Management   1997 - 2008
Jumbotronic International SA   July 1994 - October 1995
MBA Enterprise Corps  1994 - 1995
Citibank, N.A.   June 1993 - August 1993
Office of Thrift Supervision, U.S. Treasury Department   1989 - 1992
General Motors Austria, GmBH   1988 - 1988

Skills
Marketing, Strategic Planning, Business Development, Marketing Strategy, Product Management, Market Research, Competitive Analysis, Product Development, SME development, Media Relations, Financial Analysis, International..., Financial Modeling, Asset Management, Alternative Investments, Strategic Partnerships, Strategy, Marketing Communications, Investments, Portfolio Management, Valuation, Social Media, Marketing Management, International Business, Training, Management, Finance, Risk Management, Mutual Funds, Economics, Value Chain Analysis, Economic Development, Climate Change, Sustainable Development, Communication, Relationship Management, Wealth Management, Emerging Markets, Policy Analysis, Investment Management, Investment Strategies, Hedge Funds, Investment Advisory, Asset Allocation, Market Analysis, Business Planning, Business Strategy, Analysis

Education
Northwestern University - Kellogg School of Management   1992 — 1994
MBA

American University   1985 — 1989
BSBA

American University Center in Vienna   1988 — 1988

North Ridgeville High School

David Kessler David Kessler Greater New York City Area Details
David Kessler's Rochdale Investment Management Experience May 2000 - May 2006
Job Research Analyst at Robotti & Company Advisors
Industry Investment Management
Experience
Robotti & Company Advisors, LLC   November 2009 - Present
Aquamarine Capital Management LLC   February 2009 - November 2009
Ruane, Cunniff & Goldfarb   May 2007 - August 2007
Rochdale Investment Management   May 2000 - May 2006
Morgan Stanley  February 1998 - April 2000

Skills
Value Investing, Special Situations, Fundamental Research, Investments, Hedge Funds, Equities, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Equity Research, Fixed Income, Research, Securities

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Accounting and Finance

University of Maryland - Robert H. Smith School of Business   1992 — 1997
BS, Finance and Marketing

Brad Blazar Brad Blazar Houston, Texas Area Details
Brad Blazar's Rochdale Investment Management Experience 2005 - 2006
Job Managing Director National Sales manager
Industry Financial Services
Experience
Triton Pacific Capital Partners  2014 - Present
Wilkinson Capital / Arque Capital, Ltd.   October 2011 - August 2013
Hartman Real Estate   2008 - 2011
Bluerock Real Estate, LLC   2006 - 2007
Rochdale Investment Management   2005 - 2006
ING Investment Management  1998 - 2001

Skills
Series 7, Investments, Alternative Investments, Series 63, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Retirement Planning, Financial Advisory, Fixed Annuities, Asset Managment, Wealth Management, Selling, FINRA, Series 65, Series 6, Private Placements, Financial Services, IRAs, Retirement, Investment Management, Series 24, 401k, ETFs, Relationship Management, Wealth Management..., Variable Annuities, Wealth, 401k Rollovers, Uniform Combined State..., Hedge Funds, Separately Managed..., Strategic Financial..., Equities, Estate Planning, Life Insurance, Fixed Income, Bonds, Financial Planners, Private Equity, Institutional..., Insurance, Funding, Trading, Sales, Financial Planning, Asset Management

Education
The University of Texas at Austin
Architecture

Texas State University
BBA, Finance

University of Miami
Architecture

CAIA Candidate

Grosse Pointe

Kristian Kruger, CFA Kristian Kruger, CFA San Francisco, California Details
Kristian Kruger, CFA's Rochdale Investment Management Experience 2008 - 2011
Job Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  2014 - Present
Stifel Financial Corp.  2012 - 2013
Rochdale Investment Management   2008 - 2011
Mellon Capital Management  2007 - 2008
Bank of Copenhagen   2005 - 2007
Øresundsbro Konsortiet   2003 - 2005
Aarhus School of Business   2002 - 2003

Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds

Education
CFA Institute
CFA, CFA Charterholder

Copenhagen Business School   2003 — 2005
Master of Science, Finance

Aarhus School of Business   2000 — 2003
BS, Economics and Business Administration

FINRA
Series 7, Series 66

Cinzia Coppola Cinzia Coppola New York, New York Details
Cinzia Coppola's Rochdale Investment Management Experience April 2011 - March 2012
Job Client Administration Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners  March 2012 - Present
Rochdale Investment Management   April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company   September 2009 - April 2011
National Life Group  January 2008 - May 2009

Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys

Education
Saint Michael's College   2005 — 2009
B.S, Business Administration; International Business, and Italian

Harwood Union High School   2001 — 2005

Lara Hoong-San Chen Lara Hoong-San Chen Greater New York City Area Details
Lara Hoong-San Chen's Rochdale Investment Management Experience 2001 - 2001
Job Inventory and Replenishment Planning Manager at Diesel
Industry Apparel & Fashion
Experience
Diesel  January 2013 - Present
Giorgio Armani  2012 - 2013
Garan  2009 - 2011
Aeropostale  2008 - 2009
Ermenegildo Zegna  2006 - 2008
Theory  2002 - 2006
Rochdale Investment Management   2001 - 2001
Getasia   1999 - 2000
Lehman Brothers  1997 - 1999

Skills
Retail, Cross-functional Team..., Apparel, Management, Strategy, Merchandising, Trend Analysis, Sales, Project Planning, Merchandise Planning

Education
Columbia University in the City of New York   1993 — 1997
Bachelor of Arts (BA), Biology, Political Science

Jakarta International School

Lane Bucklan Lane Bucklan Greater New York City Area Details
Lane Bucklan's Rochdale Investment Management Experience 2000 - 2003
Job Chief Administrative Officer, General Counsel and Chief Compliance Officer at Iridian Asset Management LLC
Industry Financial Services
Experience
Iridian Asset Management LLC   March 2003 - Present
Rochdale Securities Corporation   January 2000 - March 2003
Rochdale Investment Management   2000 - 2003
Development Corporation for Israel  1994 - 1997

Skills
Hedge Funds, Investment Advisory, Asset Management, Compliance, Alternative Investments

Education
New York University School of Law   1992 — 1993
LL.M., Corporate Law

Western New England College School of Law   1989 — 1992
J.D., Law

Hofstra University   1986 — 1989
B.A., Political Science

Felix Shamis Felix Shamis Greater New York City Area Details
Felix Shamis's Rochdale Investment Management Experience 2000 - 2001
Job VP, Regulatory Capital Management Office at JP Morgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  2005 - Present
NYHTC  2001 - 2005
Rochdale Investment Management   2000 - 2001

Skills
Team Building, Derivatives, Quantitative Finance, Credit Derivatives, Management, Trading Systems, Business Analysis, Interest Rate..., Risk Management, Financial Risk, SQL, SDLC, Structured Products, Information Security, Fixed Income

Education
Carnegie Mellon University   2005 — 2006

The Graduate Center, City University of New York   1994 — 1996
BA, Actuarial Science / Finance

#79

Ben Younessian, CPA, CGMA Ben Younessian, CPA, CGMA New York, New York Details
Ben Younessian, CPA, CGMA's Rochdale Investment Management Experience June 2004 - June 2012
Job Controller at City National Rochdale
Industry Financial Services
Experience
City National Rochdale  July 2012 - Present
Rochdale Investment Management   June 2004 - June 2012
Sterling Financial  1998 - 2002

Skills
Hedge Funds, Bloomberg, Financial Analysis, Microsoft Excel, Alternative Investments, Financial Modeling, Asset Allocation, Asset Management, Equities, Mutual Funds, Financial Reporting, Capital Markets, Wealth Management, Portfolio Management, SEC filings, Asset Managment, Investments, Investment Management, Valuation

Education
City University of New York-Queens College   1983 — 1987
Bachelor's degree, Accounting and Finance

Audrey Kaplan Audrey Kaplan Greater New York City Area Details
Audrey Kaplan's Rochdale Investment Management Experience 2004 - 2007
Job Head of International Equity Team at Federated Investors, Inc.
Industry Financial Services
Experience
Federated Investors, Inc.   March 2012 - Present
Federated Investors, Inc.   August 2007 - Present
Rochdale Investment Management   2004 - 2007
Salomon Brothers International   1989 - 1997

Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Investments, Derivatives, Mutual Funds, Strategy, Finance, Emerging Markets, Quantitative Analytics

Education
London Business School   1999 — 2000
MSc, Masters in Finance

Rensselaer Polytechnic Institute
Bachelor of Applied Science (B.A.Sc.), Computer & Systems Engineering

James Battaglia James Battaglia Greater New York City Area Details
James Battaglia's Rochdale Investment Management Experience August 1996 - February 1999
Job Equity Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  September 2004 - Present
Citigroup Asset Management  February 1999 - September 2004
Rochdale Investment Management   August 1996 - February 1999
Brown Brothers Harriman  July 1994 - August 1996

Education
Pace University - Lubin School of Business   1994 — 1996
MS, Investment Management

Le Moyne College   1992 — 1994
BS, Business, Finance

Ross Rosengart Ross Rosengart Greater New York City Area Details
Ross Rosengart's Rochdale Investment Management Experience June 2007 - August 2007
Job Chief Marketing Officer/Senior VP of Energy Derivatives
Industry Financial Services
Experience
Eclipse International, Inc.   January 2013 - Present
Energex OTC Brokers Inc.   July 2009 - December 2012
Area International Trading Corp   July 2008 - February 2010
The Corporate Marketplace   January 2008 - May 2008
Rochdale Investment Management   June 2007 - August 2007
Enterprise Rent-A-Car  June 2006 - August 2006
K&R Computer Repair   May 2005 - August 2006

Skills
Commodities, Derivatives, Options, Natural Gas, Brokerage, Commodity, Series 7, Trading, Asset Management, Analysis, Banking, Bloomberg, Energy, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Hedging, Investments, Management, Proprietary Trading, Swaps, Risk Management

Education
University of Rhode Island   2004 — 2008
BS, Business: Marketing

University of Rhode Island - College of Business Administration   2004 — 2008
bachelor of science, Marketing/Finance

American University of Rome   2007 — 2007
undergraduate, marketing, management

West Essex Regional High School   2000 — 2004

Dean Tran Dean Tran Greater New York City Area Details
Dean Tran's Rochdale Investment Management Experience May 2006 - February 2010
Job Natural Gas Scheduler National Grid
Industry Oil & Energy
Experience
National Grid  November 2011 - Present
Energy Trade Management   February 2010 - October 2011
Rochdale Investment Management   May 2006 - February 2010
JP Morgan Private Bank  2004 - 2006
Merrill Lynch Investment Managers  2003 - 2004

Skills
Energy Markets, Trading

Education
Baylor University - Hankamer School of Business   1994 — 1998
BBA, Information Systems and Marketing

David Balkcom, CFA David Balkcom, CFA Greater New York City Area Details
David Balkcom, CFA's Rochdale Investment Management Experience August 2005 - February 2008
Job Partner at Prepared Find Digital Marketing
Industry Marketing and Advertising
Experience
Prepared Find Digital Marketing   August 2009 - Present
Threadneedle Asset Management   February 2008 - August 2009
Rochdale Investment Management   August 2005 - February 2008
Citigroup  1998 - 2005

Skills
Portfolio Management, Financial Modeling, Mutual Funds, Asset Managment, Marketing, Strategy, Financial Services, Fixed Income

Education
Northwestern University   1992 — 1993
MS, Integrated Marketing Communications

Southern Illinois University, Carbondale   1987 — 1991
BS, Advertising

Mark Zabala Mark Zabala Greater New York City Area Details
Mark Zabala's Rochdale Investment Management Experience June 2010 - June 2012
Job Manager, Portfolio Analytics at City National Rochdale
Industry Financial Services
Experience
City National Rochdale Investment Management  June 2012 - Present
Rochdale Investment Management   June 2010 - June 2012
Samson Capital Advisors  June 2006 - June 2008
MetLife  May 2004 - May 2006
J.P. Morgan   January 2003 - April 2004
Morgan Stanley  January 2002 - January 2003

Education
Fordham University - Graduate School of Business Administration   2008 — 2010
MBA, Finance, GPA 4.0

Fordham University   2004 — 2006
MA, Economics, GPA 3.7

State University of New York at Binghamton   1997 — 2001
B.S., Financial Economics, GPA 3.3

Christopher Lennon Christopher Lennon Cleveland/Akron, Ohio Area Details
Christopher Lennon's Rochdale Investment Management Experience 1996 - 2002
Job Principal at The Townsend Group
Industry Real Estate
Experience
The Townsend Group  March 2007 - Present
Morgan Stanley Capital International  2002 - 2007
Rochdale Investment Management   1996 - 2002

Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Investments, Alternative Investments, Due Diligence, Equities, Private Equity, Capital Markets

Education
University of Pennsylvania   1991 — 1995
BS, Engineering

University of Pennsylvania - The Wharton School   1991 — 1995
BS, Finance

Ella Zamkovsky Ella Zamkovsky Greater New York City Area Details
Ella Zamkovsky's Rochdale Investment Management Experience October 2009 - Present
Job Associate Retirement Benefit Examiner at Teacher's Retirement System of New York City
Industry Financial Services
Experience
Teacher's Retirement System of New York City   October 2010 - Present
Rochdale Investment Management   October 2009 - Present
Steinberg Asset Management  February 2006 - January 2009
Shields & Co   1994 - 2004

Education
Moscow State Forest University (MSFU)   1974 — 1979
bachelor, computer science

Bruce Cort Bruce Cort Washington D.C. Metro Area Details
Bruce Cort's Rochdale Investment Management Experience January 2007 - Present
Job Presdient at Cort & Associates, Inc.
Industry Financial Services
Experience
Rochdale Investment Management   January 2007 - Present
Cort & Associates, Inc.   April 1987 - Present

Education
The Johns Hopkins University   1978 — 1982
M.A.S., Marketing/Marketing Management, General

Salisbury University   1967 — 1971
B.A., History/Political Science/Spanish

Anjela Dawoodi Anjela Dawoodi Greater New York City Area Details
Anjela Dawoodi's Rochdale Investment Management Experience January 2010 - Present
Job Portfolio Strategy Assistant & Design at Rochdale Investment Management
Industry Accounting
Experience
Rochdale Investment Management   January 2010 - Present
Rochdale Investment Management   November 2008 - December 2009
Al Berrios & Co   August 2008 - January 2009
Rochdale Investment Management   August 2008 - November 2008

Education
University of Michigan   2004 — 2008
BA, Political Science, Communication Studies

Jun Boykin Jun Boykin Greater New York City Area Details
Jun Boykin's Rochdale Investment Management Experience 2000 - 2005
Job Senior Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management  February 2012 - Present
Emerging Managers Group   October 2011 - January 2012
Oppenheimer Asset Management  2005 - September 2011
Rochdale Investment Management   2000 - 2005
Berger & Associates LLC   1997 - 2000
Donaldson, Lufkin & Jenrette   1995 - 1997

Education
Pepperdine University
Bachelors of Science, Business Adminstration

Barbara Hawkesworth Barbara Hawkesworth Greater New York City Area Details
Barbara Hawkesworth's Rochdale Investment Management Experience April 2005 - January 2013
Job Managing Counsel
Industry Financial Services
Experience
Pershing, a BNY Mellon company  June 2015 - Present
JPMorgan Chase  August 2013 - September 2014
Rochdale Investment Management   April 2005 - January 2013

Skills
Hedge Funds, Asset Managment, Legal, Compliance, Investment Advisers Act, FINRA, Legal Compliance, General Corporate..., Alternative Investments, Offshore Services, Broker-Dealer, Mutual Funds, AML, Trading, Financial Risk, SEC, Asset Management, Portfolio Management, Investments, Capital Markets, Equities, Fixed Income, Securities, Anti Money Laundering

Education
New York Law School   1996 — 1999
Doctor of Law (JD)

Charles Curran, CFA Charles Curran, CFA Greater New York City Area Details
Charles Curran, CFA's Rochdale Investment Management Experience March 2004 - February 2011
Job Associate Portfolio Manager at Federated Investors
Industry Financial Services
Experience
Federated Investors  July 2011 - Present
Rochdale Investment Management   March 2004 - February 2011
Malcolm Pirnie  1997 - 2001

Education
Fordham Gabelli School of Business   2001 — 2003
MBA, Finance

Union College   1991 — 1995
BSME, Mechanical Engineering

Jean Lu Jean Lu Greater Philadelphia Area Details
Jean Lu's Rochdale Investment Management Experience 2000 - 2001
Job Principal/ Senior Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  2002 - Present
Rochdale Investment Management   2000 - 2001
Hartford Investment Management  1997 - 2000
Moody's Investors Service  1996 - 1997

Education
Harvard University   1994 — 1996
Master's degree, Public Policy Analysis

Stanford University   1990 — 1994
Bachelor's degree, Economics, Communication and Media Studies

Stephen Franchini Stephen Franchini Seattle, Washington Details
Stephen Franchini's Rochdale Investment Management Experience March 2011 - December 2011
Job Russell Investments Market Research Analyst
Industry Financial Services
Experience
Simplicity Consulting  January 2015 - Present
Fordham University  January 2012 - December 2014
Pace University  August 2013 - December 2013
The Center for Inclusive Banking in Africa   January 2012 - June 2012
Rochdale Investment Management   March 2011 - December 2011

Skills
SAS, Economics, Quantitative Analytics, Research, Bloomberg Terminal, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Econometrics, Equities

Education
Fordham University   2009 — 2010
Master of Arts, Economics

Fordham University   2008 — 2009
Master of Arts, International Political Economy and Development

RICHARD BARTON RICHARD BARTON Greater New York City Area Details
RICHARD BARTON's Rochdale Investment Management Experience April 2011 - Present
Job COMPLIANCE ATTORNEY
Industry Financial Services
Experience
ROCHDALE INVESTMENT MANAGEMENT   April 2011 - Present
MONTCLAIR STATE UNIVERSITY  2009 - Present
CHECKSPRING FINANCIAL SERVICES, INC   April 2010 - April 2011
CHELSEA FINANCIAL SERVICES, INC   January 2009 - April 2010
SUNAMERICA ASSET MANAGEMENT CORP   May 2005 - September 2008
CITIGROUP GLOBAL MARKETS, INC  May 2004 - May 2005
HALL & HALL, LLP   June 2003 - May 2004
GUSRAE KAPLAN & BRUNO, PLLC   December 2000 - June 2003

Skills
AML, Financial Risk, Asset Managment, Risk Assessment, Investments, Mergers & Acquisitions, Banking, Financial Services, Program Management, Mutual Funds, Policy, Asset Management, Mergers, Legal Writing, Marketing

Education
Benjamin N. Cardozo School of Law   1996 — 1999
Juris Doctor

St. John's University   1985 — 1989
Bachelor of Arts, Political Science; Business Administration

Amadi Nze Amadi Nze Dallas, Texas Details
Amadi Nze's Rochdale Investment Management Experience January 2011 - June 2011
Job Business Development Officer at Milliman Financial Risk Management
Industry Financial Services
Experience
Milliman  July 2015 - Present
Morgan Stanley Wealth Management  March 2014 - April 2015
Morgan Stanley  May 2011 - March 2014
Rochdale Investment Management   January 2011 - June 2011

Skills
Series 63, Series 7, Bloomberg, Investments, Equities, Capital Markets, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Variable Annuities, Financial Services, Retirement Planning, Fixed Income

Education
The George Washington University   2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business

McDonogh   1990 — 2002

Kathleen Scully Kathleen Scully Greater New York City Area Details
Kathleen Scully's Rochdale Investment Management Experience October 2007 - May 2010
Job Senior Associate at Kinetic Partners | A Division of Duff & Phelps
Industry Legal Services
Experience
Kinetic Partners A Division of Duff & Phelps   August 2015 - Present
Citi  November 2014 - July 2015
Credit Suisse  January 2014 - November 2014
News Corporation  March 2013 - December 2013
Star Management  May 2010 - March 2013
Rochdale Investment Management   October 2007 - May 2010

Skills
Portfolio Management, Hedge Funds, PowerPoint, Alternative Investments, Social Media, Marketing Communications, Legal Research, Legal Writing, Operations Management, Legal Compliance, SharePoint, Microsoft Office

Education
New York Law School   2011 — 2015
JD

Penn State University   2003 — 2007
Psychology

Victor Rubino Victor Rubino Greater New York City Area Details
Victor Rubino's Rochdale Investment Management Experience September 2008 - August 2010
Job Associate at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan   November 2013 - Present
Credit Suisse  August 2010 - September 2013
Rochdale Investment Management   September 2008 - August 2010

Skills
Investments, Financial Analysis, Wealth Management, Portfolio Management, Fixed Income, Equities, Alternative Investments, ETFs, Financial Modeling, Trading, Series 7, Series 55, Series 63, Series 65, Asset Allocation, Hedge Funds, Private Banking, Electronic Trading, Financial Advisory, Securities

Education
Fordham University - Graduate School of Business Administration   2012 — 2014
MBA, Finance

Lynn University   2004 — 2007
BA, International Business

John Cabot University   2006 — 2006
Study Abroad, Business Administration

Mark Skrapits Mark Skrapits New York, New York Details
Mark Skrapits's Rochdale Investment Management Experience June 2011 - August 2011
Job Director of Operations at PetFlow
Industry Consumer Goods
Experience
PetFlow  March 2015 - Present
PetFlow  November 2014 - March 2015
PetFlow  September 2013 - October 2014
PetFlow  October 2012 - September 2013
Rochdale Investment Management   June 2011 - August 2011
Rochdale Investment Management   June 2010 - August 2010

Skills
Reporting & Analysis, SQL, Forecasting, Data Analysis, Analysis, Financial Analysis, Analytics, Project Planning, Outsourcing Management, Fraud Detection, Operations Management, Warehouse Management, Purchasing Processes

Education
Fairfield University   2008 — 2012
Bachelor of Science, Finance & Accounting

Regis High School   2004 — 2008

Natasha Bakhtyeyeva Natasha Bakhtyeyeva Greater New York City Area Details
Natasha Bakhtyeyeva's Rochdale Investment Management Experience July 2004 - March 2006
Job Tax Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  October 2008 - Present
Goldman Sachs  January 2008 - August 2008
Eisner LLP  January 2007 - May 2007
Rochdale Investment Management   July 2004 - March 2006
Keltic Financial Services  August 2003 - July 2004

Skills
Tax Accounting, International Tax, Tax, Hedge Funds, SEC filings, Tax Research, Partnership Taxation, Tax Returns, Tax Law, Corporate Tax, Financial Reporting, Accounting, Tax Advisory, Income Tax, Financial Analysis, Big 4

Education
Pace University - Lubin School of Business   2006 — 2008
MBA, Tax

Baruch College, City University of New York (CUNY)   2000 — 2003
BBA, Accounting

Jason Buttorf, CFA Jason Buttorf, CFA San Francisco Bay Area Details
Jason Buttorf, CFA's Rochdale Investment Management Experience January 2008 - April 2011
Job CoFounder UDesign
Industry Computer Software
Experience
UDesign LLC   April 2012 - Present
Rochdale Investment Management   January 2008 - April 2011
Rochdale Investment Management   October 2005 - December 2007
Pillar Financial Advisors  August 2004 - August 2005
Plante & Moran, PLLC   May 2003 - August 2003

Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Investment Management, Investments, Investment Strategies, Bloomberg, Mutual Funds, Valuation, Private Equity, Financial Modeling, Strategic Financial..., Equity Research

Education
Boston College   2000 — 2004
B.A. in Management, Finance, Corporate Reporting and Analysis

Gary Farber Gary Farber Greater New York City Area Details
Gary Farber's Rochdale Investment Management Experience June 2004 - February 2006
Job Analyst at CL King & Associates
Industry Financial Services
Experience
CL King & Associates  March 2008 - Present
Janin Capital   February 2006 - December 2007
Rochdale Investment Management   June 2004 - February 2006

Skills
Finance, Equity Research, Valuation

Education
Anderson Graduate School of Management at UCLA,   1990 — 1992
MBA, Finance

Franklin & Marshall College   1982 — 1986
BA, Accounting

Gloria Fontanetta Gloria Fontanetta New York, New York Details
Gloria Fontanetta's Rochdale Investment Management Experience June 2006 - January 2008
Job Senior Marketing Manager at TravelClick
Industry Marketing and Advertising
Experience
TravelClick  April 2014 - Present
City National Rochdale (formerly Rochdale Investment Management)   January 2008 - March 2014
Rochdale Investment Management   June 2006 - January 2008
CBS Outdoor  November 2004 - June 2006

Skills
Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Management, Integrated Marketing, Online Advertising, Google Analytics, Event Planning, CRM, Sales Support, Brand Development, Business Development, Content Development, Writing, Collateral Development, Competitive Analysis, Strategy, Lead Generation, Corporate Communications, Corporate Branding, PowerPoint, Photoshop, Brand Management, Marketing Management, Copywriting, Social Media, Social Media Marketing, Google Adwords

Education
Lafayette College   2000 — 2004
Bachelor of Arts (B.A.)

Lafayette College   2000 — 2004

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