RogersCasey Company
Industry: Company
DescriptionFounded: 1968 Parent organization: Segal Advisors, Inc. Subsidiaries: Segal Rogerscasey Canada, Wellesley Group, Inc., Segal Rogerscasey LLC, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSegal RogerscaseyWebsiteDirections Saved (0) Saved Save 3 Google reviews Business management consultant in New York City, New York Address: 333 W 34th St, New York, NY 10001 Hours: Closed ⋅ Opens 9AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 251-5000: : Place name: Website: : : : : Category: Website: http://www.segalrc.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Segal Rogerscasey Posting publicly on the Web Write a review Reviews 3 Google reviews
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RogersCasey Employees
Employee
Years
Job
Industry
Jacob Counter Jacob Counter's RogersCasey Experience March 2005 - September 2007
Job Strategic Thought Leader With Proven Track Record
Industry Financial Services
Experience
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Invesco September 2007 - September 2012
RogersCasey March 2005 - September 2007
Mercer Investment Consulting March 2000 - March 2005
Invesco 1997 - 2000
Skills
Management, Product Marketing, Project Management, Business Development, Business Process..., RFP Generation, RFP Design, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Databases, Investment Consulting, Manage Client...
Education
Georgia Southern University 1992 — 1997
Bachelor of Business Administration
Robert Zeidman Robert Zeidman's RogersCasey Experience April 2010 - March 2012
Job SVP, Director of Outsourced Investment Solutions at PNC
Industry Financial Services
Experience
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors June 2013 - Present
Larry Thompson & Associates April 2012 - January 2013
RogersCasey April 2010 - March 2012
Zeidman Consulting LLC March 2008 - March 2010
Wilshire Associates January 1997 - January 2008
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Fund Of Funds, Due Diligence, Capital Markets, Mutual Funds, Endowment Funds, Foundations, Defined Benefit, Fixed Income Strategies, Investment Advisory, Alternative Investments
Education
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors June 2013 - Present
Larry Thompson & Associates April 2012 - January 2013
RogersCasey April 2010 - March 2012
Zeidman Consulting LLC March 2008 - March 2010
Wilshire Associates January 1997 - January 2008
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Fund Of Funds, Due Diligence, Capital Markets, Mutual Funds, Endowment Funds, Foundations, Defined Benefit, Fixed Income Strategies, Investment Advisory, Alternative Investments
Education
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Stella Tang Stella Tang's RogersCasey Experience January 2011 - February 2012
Job Candidate Master of Hospitality Management at Cornell University
Industry Real Estate
Experience
Cornell University May 2013 - Present
Segal Rogerscasey February 2012 - April 2013
RogersCasey January 2011 - February 2012
Deloitte December 2007 - January 2008
Skills
Microsoft Excel, Financial Analysis, Investments, argus, Portfolio Performance..., Barra Aegis, Bloomberg, SNL, Capital IQ
Education
Cornell University 2013 — 2014
Master of Management in Hospitality (MMH), Real Estate, 3.5
Binghamton University 2010 — 2011
Master of Science (MS), Accounting and MIS
Binghamton University 2006 — 2010
Bachelor of Science (BS), Accounting
Copenhagen Business School 2008 — 2008
Study Abroad, Marketing and Negotiation
Cornell University May 2013 - Present
Segal Rogerscasey February 2012 - April 2013
RogersCasey January 2011 - February 2012
Deloitte December 2007 - January 2008
Skills
Microsoft Excel, Financial Analysis, Investments, argus, Portfolio Performance..., Barra Aegis, Bloomberg, SNL, Capital IQ
Education
Cornell University 2013 — 2014
Master of Management in Hospitality (MMH), Real Estate, 3.5
Binghamton University 2010 — 2011
Master of Science (MS), Accounting and MIS
Binghamton University 2006 — 2010
Bachelor of Science (BS), Accounting
Copenhagen Business School 2008 — 2008
Study Abroad, Marketing and Negotiation
Jim Haymes, CFA Jim Haymes, CFA's RogersCasey Experience August 2000 - October 2005
Job Director of Institutional Relations at Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management May 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) November 2005 - May 2013
RogersCasey August 2000 - October 2005
Communities Foundation of Texas March 1996 - August 2000
NationsBank July 1992 - March 1996
Education
University of North Texas 1981 — 1985
BBA, Finance
Polen Capital Management May 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) November 2005 - May 2013
RogersCasey August 2000 - October 2005
Communities Foundation of Texas March 1996 - August 2000
NationsBank July 1992 - March 1996
Education
University of North Texas 1981 — 1985
BBA, Finance
Christine Sasse, CFA Christine Sasse, CFA's RogersCasey Experience 2002 - 2005
Job Director, Consultant Relations at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. March 2014 - Present
Philadelphia International Advisors March 2005 - March 2014
RogersCasey 2002 - 2005
RogersCasey 1998 - 2002
Skills
Alternative Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Competitive Analysis, Investments, Portfolio Management, Institutional..., Analytics, Asset Management, Management, CRM, Hedge Funds, Investment Strategies, Bloomberg
Education
University of Maryland College Park 1992 — 1996
B.S., Accounting, Stern Business School
Epoch Investment Partners, Inc. March 2014 - Present
Philadelphia International Advisors March 2005 - March 2014
RogersCasey 2002 - 2005
RogersCasey 1998 - 2002
Skills
Alternative Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Competitive Analysis, Investments, Portfolio Management, Institutional..., Analytics, Asset Management, Management, CRM, Hedge Funds, Investment Strategies, Bloomberg
Education
University of Maryland College Park 1992 — 1996
B.S., Accounting, Stern Business School
Jennifer Pittman Jennifer Pittman's RogersCasey Experience 2008 - 2010
Job Consultant Relations Associate at Investec Asset Management
Industry Financial Services
Experience
Investec Asset Management 2014 - Present
Fiera Capital - Institutional Asset Management 2013 - 2014
InterSec Research 2010 - 2013
RogersCasey 2008 - 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations: Finance / Economics
Dartmouth College 2003 — 2007
Bachelor's degree, Sociology / History
Investec Asset Management 2014 - Present
Fiera Capital - Institutional Asset Management 2013 - 2014
InterSec Research 2010 - 2013
RogersCasey 2008 - 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations: Finance / Economics
Dartmouth College 2003 — 2007
Bachelor's degree, Sociology / History
Joshua Goldberg, CFA Joshua Goldberg, CFA's RogersCasey Experience February 2009 - September 2010
Job Vice President at Threadstone Advisors
Industry Investment Banking
Experience
Threadstone Advisors November 2011 - Present
Pioneer Alternative Investments October 2010 - November 2011
RogersCasey February 2009 - September 2010
OpHedge Investment Services June 2008 - January 2009
JPMorgan Chase 2006 - 2008
Skills
Hedge Funds, Alternative Investments, Investment Banking, Mergers, Commodity, Bloomberg, Fixed Income, Equities, Valuation, Private Equity, Capital Markets, Asset Managment, Equity Research, Portfolio Management, Investments, Mergers & Acquisitions, FINRA, Venture Capital, Mutual Funds, Asset Allocation, Derivatives, Asset Management, Fund Of Funds, Bloomberg Terminal
Education
New York University 2004 — 2008
B.S., Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance
Threadstone Advisors November 2011 - Present
Pioneer Alternative Investments October 2010 - November 2011
RogersCasey February 2009 - September 2010
OpHedge Investment Services June 2008 - January 2009
JPMorgan Chase 2006 - 2008
Skills
Hedge Funds, Alternative Investments, Investment Banking, Mergers, Commodity, Bloomberg, Fixed Income, Equities, Valuation, Private Equity, Capital Markets, Asset Managment, Equity Research, Portfolio Management, Investments, Mergers & Acquisitions, FINRA, Venture Capital, Mutual Funds, Asset Allocation, Derivatives, Asset Management, Fund Of Funds, Bloomberg Terminal
Education
New York University 2004 — 2008
B.S., Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance
Jun Shen Jun Shen's RogersCasey Experience June 2010 - June 2012
Job Graduate Assistant at University of Connecticut
Industry Financial Services
Experience
University of Connecticut August 2013 - December 2014
Segal Rogerscasey July 2012 - May 2013
RogersCasey June 2010 - June 2012
RogersCasey January 2010 - May 2010
University of Bridgeport February 2009 - December 2009
Internal Revenue Service January 2009 - April 2009
Skills
Mutual Funds, Due Diligence, Investments, Fixed Income, Financial Analysis, Asset Managment, Microsoft Excel
Education
The University of Connecticut School of Business 2013 — 2014
Master's degree, Financial Risk Management, 3.75
University of Bridgeport 2008 — 2010
Bachelor's degree, Accounting, 3.85/4.00 (Summa Cum Laude)
East China Jiaotong University 2005 — 2008
Bachelor's degree, Accounting
University of Connecticut August 2013 - December 2014
Segal Rogerscasey July 2012 - May 2013
RogersCasey June 2010 - June 2012
RogersCasey January 2010 - May 2010
University of Bridgeport February 2009 - December 2009
Internal Revenue Service January 2009 - April 2009
Skills
Mutual Funds, Due Diligence, Investments, Fixed Income, Financial Analysis, Asset Managment, Microsoft Excel
Education
The University of Connecticut School of Business 2013 — 2014
Master's degree, Financial Risk Management, 3.75
University of Bridgeport 2008 — 2010
Bachelor's degree, Accounting, 3.85/4.00 (Summa Cum Laude)
East China Jiaotong University 2005 — 2008
Bachelor's degree, Accounting
John Flagel John Flagel's RogersCasey Experience March 2002 - March 2012
Job Partner at AON Hewitt Investment Consulting
Industry Investment Management
Experience
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Robert Jaeckel Robert Jaeckel's RogersCasey Experience January 1989 - June 2010
Job Project Manager at Investment Metrics
Industry Information Technology and Services
Experience
Investment Metrics June 2010 - Present
Rogerscasey January 1989 - June 2010
Education
Columbia University in the City of New York 1978 — 1982
BA, Psychology/Pre-Med
Investment Metrics June 2010 - Present
Rogerscasey January 1989 - June 2010
Education
Columbia University in the City of New York 1978 — 1982
BA, Psychology/Pre-Med
Nina Johnsrud Nina Johnsrud's RogersCasey Experience 1996 - 1997
Job Experienced Credit Officer in Commercial Lending
Industry Financial Services
Experience
GE Capital 2015 - Present
Sabbatical 2009 - 2014
GE Capital 1997 - 2009
RogersCasey 1996 - 1997
Gabelli Asset Management 1995 - 1996
A.G. Edwards & Sons, Inc. 1991 - 1994
Salomon Smith Barney 1989 - 1991
Ehrlich Bober & Co. 1988 - 1989
Salomon Smith Barney 1985 - 1988
Skills
Credit, Corporate Finance, Portfolio Management, Capital Markets, Loans, Credit Analysis, Credit Risk, Financial Structuring, Asset Based Lending, Structured Finance, Investments, Risk Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Wellesley College 1981 — 1985
BA, Mathematics, Economics
The London School of Economics and Political Science (LSE) 1983 — 1984
Junior Yr Abroad, Economics and Mathematics
GE Capital 2015 - Present
Sabbatical 2009 - 2014
GE Capital 1997 - 2009
RogersCasey 1996 - 1997
Gabelli Asset Management 1995 - 1996
A.G. Edwards & Sons, Inc. 1991 - 1994
Salomon Smith Barney 1989 - 1991
Ehrlich Bober & Co. 1988 - 1989
Salomon Smith Barney 1985 - 1988
Skills
Credit, Corporate Finance, Portfolio Management, Capital Markets, Loans, Credit Analysis, Credit Risk, Financial Structuring, Asset Based Lending, Structured Finance, Investments, Risk Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Wellesley College 1981 — 1985
BA, Mathematics, Economics
The London School of Economics and Political Science (LSE) 1983 — 1984
Junior Yr Abroad, Economics and Mathematics
Mark Wimer Mark Wimer's RogersCasey Experience June 1995 - August 1998
Job Senior Portfolio Manager at Strategic Global Advisors
Industry Investment Management
Experience
Strategic Global Advisors, LLC January 2008 - Present
Harris Investment Management January 2006 - December 2007
Deutsche Bank November 2004 - July 2005
Schwab Soundview Capital Markets February 2000 - October 2004
Ibbotson Associates August 1998 - February 2000
RogersCasey June 1995 - August 1998
Andersen Consulting June 1989 - June 1993
Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Purdue University 1985 — 1989
BS, Computer & Electrical Engineering
Strategic Global Advisors, LLC January 2008 - Present
Harris Investment Management January 2006 - December 2007
Deutsche Bank November 2004 - July 2005
Schwab Soundview Capital Markets February 2000 - October 2004
Ibbotson Associates August 1998 - February 2000
RogersCasey June 1995 - August 1998
Andersen Consulting June 1989 - June 1993
Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Purdue University 1985 — 1989
BS, Computer & Electrical Engineering
Jessica Bissell's RogersCasey Experience June 2005 - February 2007
Job Reporting Analyst at Randstad Sourceright US
Industry Staffing and Recruiting
Experience
Randstad Sourceright US August 2012 - Present
Randstad Sourceright US September 2008 - August 2012
Radiant Systems Inc. February 2007 - February 2008
RogersCasey June 2005 - February 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Outlook, Access, Microsoft Office, Strategic Financial..., Risk Management, Microsoft Word, Bloomberg, PowerPoint, Finance, Spreadsheets, Mutual Funds, Forecasting, Account Management, Leadership, Management, Process Improvement
Education
The University of Georgia 2000 — 2002
BSFCS, Consumer Economics
North Georgia College and State University 1998 — 2000
Randstad Sourceright US August 2012 - Present
Randstad Sourceright US September 2008 - August 2012
Radiant Systems Inc. February 2007 - February 2008
RogersCasey June 2005 - February 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Outlook, Access, Microsoft Office, Strategic Financial..., Risk Management, Microsoft Word, Bloomberg, PowerPoint, Finance, Spreadsheets, Mutual Funds, Forecasting, Account Management, Leadership, Management, Process Improvement
Education
The University of Georgia 2000 — 2002
BSFCS, Consumer Economics
North Georgia College and State University 1998 — 2000
Steven Benjamin, CFA Steven Benjamin, CFA's RogersCasey Experience July 2007 - January 2012
Job Associate Partner at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
John Nawrocki John Nawrocki's RogersCasey Experience September 2001 - October 2011
Job Managing Director, Investment Solutions at Rocaton Investment Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors August 2011 - Present
RogersCasey September 2001 - October 2011
Skills
Fixed Income, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
New York University 1998 — 2001
MBA, Finance and Operations Management
New York University - Leonard N. Stern School of Business 1986 — 1990
Rocaton Investment Advisors August 2011 - Present
RogersCasey September 2001 - October 2011
Skills
Fixed Income, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
New York University 1998 — 2001
MBA, Finance and Operations Management
New York University - Leonard N. Stern School of Business 1986 — 1990
David Pappalardo, CAIA, MSFP David Pappalardo, CAIA, MSFP's RogersCasey Experience 2001 - 2007
Job Senior Vice President and Principal Advisor Solutions Practice Leader at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey 2012 - Present
GE Asset Management 2007 - 2011
RogersCasey 2001 - 2007
Amerivest Advisory Corporation 2000 - 2001
Prudential Securities 1997 - 2000
Oppenheimer & Co. 1995 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning
University of Massachusetts at Lowell
Bachelor of Science, Finance
Malden Catholic High School
Segal Rogerscasey 2012 - Present
GE Asset Management 2007 - 2011
RogersCasey 2001 - 2007
Amerivest Advisory Corporation 2000 - 2001
Prudential Securities 1997 - 2000
Oppenheimer & Co. 1995 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning
University of Massachusetts at Lowell
Bachelor of Science, Finance
Malden Catholic High School
Heather Cooke's RogersCasey Experience 2006 - 2010
Job Director, Institutional Clients for Unigestion
Industry Financial Services
Experience
Unigestion December 2013 - Present
Mercer Global Investments Canada Ltd. 2010 - 2013
RogersCasey 2006 - 2010
Northern Trust Global Advisors 1996 - 2006
Diversified Fund Managment Inc. 1991 - 1996
Dean Witter Canada 1990 - 1991
Skills
Portfolio Management, Investments, Alternative Investments, Client Service, Business Development, Business Leadership, Investment Team..., Institutional, Asset Management, Investment Strategies, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Equities, Bonds, Due Diligence, Investment Advisory, Risk Management, Pension Funds, Wealth Management, Microsoft Office, Research, Pensions, Institutional..., Options, Investment Management, ALM, Finance, Capital Markets, Strategy, Bloomberg, Funding, Endowments, Equity Research, Fund Of Funds
Education
Queen's University 1987 — 1990
B.Comm, Finance
Canadian Securities Institute
Canadian Securities Course & Registered Representative
Chartered Financial Institute 1991 — 1993
Chartered Financial Analyst Designation
Unigestion December 2013 - Present
Mercer Global Investments Canada Ltd. 2010 - 2013
RogersCasey 2006 - 2010
Northern Trust Global Advisors 1996 - 2006
Diversified Fund Managment Inc. 1991 - 1996
Dean Witter Canada 1990 - 1991
Skills
Portfolio Management, Investments, Alternative Investments, Client Service, Business Development, Business Leadership, Investment Team..., Institutional, Asset Management, Investment Strategies, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Equities, Bonds, Due Diligence, Investment Advisory, Risk Management, Pension Funds, Wealth Management, Microsoft Office, Research, Pensions, Institutional..., Options, Investment Management, ALM, Finance, Capital Markets, Strategy, Bloomberg, Funding, Endowments, Equity Research, Fund Of Funds
Education
Queen's University 1987 — 1990
B.Comm, Finance
Canadian Securities Institute
Canadian Securities Course & Registered Representative
Chartered Financial Institute 1991 — 1993
Chartered Financial Analyst Designation
Vanessa Vargas Guijarro Vanessa Vargas Guijarro's RogersCasey Experience December 2009 - February 2012
Job Senior Consultant at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey February 2012 - Present
RogersCasey December 2009 - February 2012
Rogerscasey April 2008 - December 2009
RogersCasey April 2007 - April 2008
RogersCasey April 2006 - April 2007
RogersCasey June 2004 - April 2006
Skills
Negotiation, Asset Management, Fixed Income, Risk Management, Asset Managment, Finance, Hedge Funds, Strategy, Business Development, Management, Business Strategy, Start-ups, Pensions, Alternative Investments, Asset Allocation, Due Diligence, Equities, Financial Modeling, Financial Services, Investments, Management Consulting, Marketing Strategy, Portfolio Management, Private Equity, Relationship Management, Research, Valuation, Executive Management, Capital Markets, Investment Strategies, Financial Analysis, Investment Management, Mutual Funds, Corporate Finance, Analysis, Investment Banking
Education
University of Bridgeport 2006 — 2009
Master, Technology Management
University of Bridgeport 2001 — 2004
B.S. International Business and Finance, Finance and International Business
Britanico
Lyndon B. Johnson
Segal Rogerscasey February 2012 - Present
RogersCasey December 2009 - February 2012
Rogerscasey April 2008 - December 2009
RogersCasey April 2007 - April 2008
RogersCasey April 2006 - April 2007
RogersCasey June 2004 - April 2006
Skills
Negotiation, Asset Management, Fixed Income, Risk Management, Asset Managment, Finance, Hedge Funds, Strategy, Business Development, Management, Business Strategy, Start-ups, Pensions, Alternative Investments, Asset Allocation, Due Diligence, Equities, Financial Modeling, Financial Services, Investments, Management Consulting, Marketing Strategy, Portfolio Management, Private Equity, Relationship Management, Research, Valuation, Executive Management, Capital Markets, Investment Strategies, Financial Analysis, Investment Management, Mutual Funds, Corporate Finance, Analysis, Investment Banking
Education
University of Bridgeport 2006 — 2009
Master, Technology Management
University of Bridgeport 2001 — 2004
B.S. International Business and Finance, Finance and International Business
Britanico
Lyndon B. Johnson
Cynthia Hargadon Cynthia Hargadon's RogersCasey Experience 2006 - 2010
Job Partner and Senior Consultant at North Point Advisors LLC
Industry Investment Management
Experience
North Point Advisors 2010 - Present
RogersCasey 2006 - 2010
NADA Retirement Trust 1998 - 2000
Stable Value Investment Association 1996 - 1998
ICMA Retirement Corporation 1987 - 1996
Skills
Investments, Investment Advisory, Endowments, Asset Managment, Investment Policy..., Mutual Funds, Leadership, Asset Allocation, Fixed Income, Management, Asset Management, Equities, Alternative Investments, Investment Management, Investment Banking, Hedge Funds, 401k, Finance, Investment Strategies, Portfolio Management
Education
The George Washington University - School of Business
MBA, Finance
University of Virginia
BA, Economics
North Point Advisors 2010 - Present
RogersCasey 2006 - 2010
NADA Retirement Trust 1998 - 2000
Stable Value Investment Association 1996 - 1998
ICMA Retirement Corporation 1987 - 1996
Skills
Investments, Investment Advisory, Endowments, Asset Managment, Investment Policy..., Mutual Funds, Leadership, Asset Allocation, Fixed Income, Management, Asset Management, Equities, Alternative Investments, Investment Management, Investment Banking, Hedge Funds, 401k, Finance, Investment Strategies, Portfolio Management
Education
The George Washington University - School of Business
MBA, Finance
University of Virginia
BA, Economics
Diane Smola Diane Smola's RogersCasey Experience April 2011 - February 2012
Job Sr. Investment Consultant/Associate Partner at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2014 - Present
Aon Hewitt June 2012 - Present
Segal Rogerscasey February 2012 - June 2012
Rogerscasey April 2011 - February 2012
Rogerscasey April 2010 - March 2011
DS Enterprises LLC 1998 - March 2010
RogersCasey 1996 - 1998
RogersCasey 1995 - 1996
The New England Guild, Inc. 1993 - 1995
Phoenix Investment Counsel 1990 - 1993
Skills
Asset Allocation, Defined Benefit, Defined Contribution, Investments, 401k, 403 b, Technical Editing, Technical writing
Education
Trinity College-Hartford 1992 — 1995
M.A., Economics
University of Hartford
B.S., Business Administration/Accounting
Aon Hewitt April 2014 - Present
Aon Hewitt June 2012 - Present
Segal Rogerscasey February 2012 - June 2012
Rogerscasey April 2011 - February 2012
Rogerscasey April 2010 - March 2011
DS Enterprises LLC 1998 - March 2010
RogersCasey 1996 - 1998
RogersCasey 1995 - 1996
The New England Guild, Inc. 1993 - 1995
Phoenix Investment Counsel 1990 - 1993
Skills
Asset Allocation, Defined Benefit, Defined Contribution, Investments, 401k, 403 b, Technical Editing, Technical writing
Education
Trinity College-Hartford 1992 — 1995
M.A., Economics
University of Hartford
B.S., Business Administration/Accounting
Christopher Devenney Christopher Devenney's RogersCasey Experience June 2007 - February 2010
Job Sales Director at Invictus Consulting Group, LLC
Industry Financial Services
Experience
Invictus Consulting Group, LLC August 2015 - Present
Envestnet, Inc July 2014 - April 2015
Envestnet Prima September 2012 - July 2014
Envestnet Prima June 2010 - September 2012
Rogerscasey June 2007 - February 2010
Skills
Asset Managment, Investments, Equities, Mutual Funds, Asset Allocation, Due Diligence, Investment Strategies, Wealth Management, Financial Modeling, Asset Management, Investment Management, Fixed Income, Management
Education
The University of Connecticut School of Business 2003 — 2007
Finance
Invictus Consulting Group, LLC August 2015 - Present
Envestnet, Inc July 2014 - April 2015
Envestnet Prima September 2012 - July 2014
Envestnet Prima June 2010 - September 2012
Rogerscasey June 2007 - February 2010
Skills
Asset Managment, Investments, Equities, Mutual Funds, Asset Allocation, Due Diligence, Investment Strategies, Wealth Management, Financial Modeling, Asset Management, Investment Management, Fixed Income, Management
Education
The University of Connecticut School of Business 2003 — 2007
Finance
Kurt Tesh's RogersCasey Experience 1998 - 2004
Job Due Diligence Officer at Kalos Financial
Industry Financial Services
Experience
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Mathew Jensen CFA Mathew Jensen CFA's RogersCasey Experience 1991 - 1999
Job
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Wellington Management May 1999 - October 2011
RogersCasey 1991 - 1999
Skills
Strategy, Asset Allocation, Asset Management, Equities, Business Strategy, Equity Research, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Queen's University 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard Business School 2006 — 2006
Executive Education
Northeastern University 1985 — 1990
BS
Fidelity Investments May 2012 - Present
Wellington Management May 1999 - October 2011
RogersCasey 1991 - 1999
Skills
Strategy, Asset Allocation, Asset Management, Equities, Business Strategy, Equity Research, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Queen's University 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard Business School 2006 — 2006
Executive Education
Northeastern University 1985 — 1990
BS
William (Larry) Eckman William (Larry) Eckman's RogersCasey Experience February 1996 - April 2012
Job Senior Vice President at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey February 2012 - Present
RogersCasey February 1996 - April 2012
SEI Investments 1992 - 1996
Waytt Company January 1988 - January 1992
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management
Education
Florida International University 1981 — 1983
MBA, Finance
University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2
Segal Rogerscasey February 2012 - Present
RogersCasey February 1996 - April 2012
SEI Investments 1992 - 1996
Waytt Company January 1988 - January 1992
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management
Education
Florida International University 1981 — 1983
MBA, Finance
University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2
Alexander Rotolo Alexander Rotolo's RogersCasey Experience July 2007 - April 2009
Job Director, Corporate Development for Finch Paper at Atlas Holdings LLC
Industry Venture Capital & Private Equity
Experience
Atlas Holdings LLC January 2015 - Present
Atlas Holdings LLC August 2013 - January 2015
Entitle Direct Group, Inc. June 2010 - August 2013
Realization Services, Inc. April 2009 - June 2010
RogersCasey July 2007 - April 2009
Skills
Investment Management, Due Diligence, Investments, Finance, Valuation, Financial Analysis, Strategy, Private Equity, Start-ups, Analytics, PPC, Real Estate, Business Planning, Integrated Marketing, Financial Services, Investment Banking, SEO, Marketing, Management Consulting, Analysis, B2B, Market Research, Mergers, Social Media Marketing, Mergers & Acquisitions
Education
Connecticut College 2003 — 2007
B.A., Double Major, Biological Sciences, Economics
Atlas Holdings LLC January 2015 - Present
Atlas Holdings LLC August 2013 - January 2015
Entitle Direct Group, Inc. June 2010 - August 2013
Realization Services, Inc. April 2009 - June 2010
RogersCasey July 2007 - April 2009
Skills
Investment Management, Due Diligence, Investments, Finance, Valuation, Financial Analysis, Strategy, Private Equity, Start-ups, Analytics, PPC, Real Estate, Business Planning, Integrated Marketing, Financial Services, Investment Banking, SEO, Marketing, Management Consulting, Analysis, B2B, Market Research, Mergers, Social Media Marketing, Mergers & Acquisitions
Education
Connecticut College 2003 — 2007
B.A., Double Major, Biological Sciences, Economics
Nicholas Keyes, CFA, CAIA Nicholas Keyes, CFA, CAIA's RogersCasey Experience 1997 - 1999
Job Principal, Director of New Business Development
Industry Investment Management
Experience
Shenkman Capital Management, Inc December 2004 - Present
Morgan Stanley Capital International January 2004 - December 2004
DeGuardiola Advisors 2000 - November 2002
Putnam Lovell August 1999 - August 2000
Rogerscasey 1997 - 1999
Skills
New Business Development, Product Development, Portfolio Management, Financial Modeling, Banking, Asset Allocation, Investments, Hedge Funds, Asset Managment, Private Equity, Securities, Capital Markets, Fixed Income, Corporate Finance, Alternative Investments, Series 7, Institutional..., CRM, Valuation, Derivatives, Investment Strategies, Investment Management, Mergers & Acquisitions, Business Development, Mutual Funds, Financial Services, Asset Management, Bloomberg, Strategy, Business Strategy, Wealth Management, Bonds, Fixed Income Strategies
Education
Bowdoin College 1993 — 1997
BA, Biochemistry, Economics
Belmont Hill School 1989 — 1993
High School, High School
Charles River School 1983 — 1990
Shenkman Capital Management, Inc December 2004 - Present
Morgan Stanley Capital International January 2004 - December 2004
DeGuardiola Advisors 2000 - November 2002
Putnam Lovell August 1999 - August 2000
Rogerscasey 1997 - 1999
Skills
New Business Development, Product Development, Portfolio Management, Financial Modeling, Banking, Asset Allocation, Investments, Hedge Funds, Asset Managment, Private Equity, Securities, Capital Markets, Fixed Income, Corporate Finance, Alternative Investments, Series 7, Institutional..., CRM, Valuation, Derivatives, Investment Strategies, Investment Management, Mergers & Acquisitions, Business Development, Mutual Funds, Financial Services, Asset Management, Bloomberg, Strategy, Business Strategy, Wealth Management, Bonds, Fixed Income Strategies
Education
Bowdoin College 1993 — 1997
BA, Biochemistry, Economics
Belmont Hill School 1989 — 1993
High School, High School
Charles River School 1983 — 1990
Ashley Carr Ashley Carr's RogersCasey Experience June 2008 - November 2009
Job Associate, Consultant Relations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2014 - Present
Lord Abbett June 2010 - July 2014
Lord Abbett December 2009 - June 2010
RogersCasey June 2008 - November 2009
Education
Sacred Heart University
Bachelor's Degree, Business Administration and Management; Finance
Neuberger Berman July 2014 - Present
Lord Abbett June 2010 - July 2014
Lord Abbett December 2009 - June 2010
RogersCasey June 2008 - November 2009
Education
Sacred Heart University
Bachelor's Degree, Business Administration and Management; Finance
Carolyn Cross's RogersCasey Experience June 2005 - July 2010
Job Investment Analyst Vanguard
Industry Investment Management
Experience
Vanguard July 2012 - Present
RogersCasey June 2005 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Princeton University 2001 — 2005
AB, History
Vanguard July 2012 - Present
RogersCasey June 2005 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Princeton University 2001 — 2005
AB, History
Peter Antonic Peter Antonic's RogersCasey Experience April 2007 - August 2008
Job Senior Associate Business Analyst
Industry Financial Services
Experience
Investment Metrics August 2008 - Present
Audi Club of North America - Chicago 2007 - Present
Dealdrive Inc. October 2012 - November 2014
RogersCasey April 2007 - August 2008
RogersCasey November 2004 - March 2007
Skills
Product Management, CRM, Consulting, Financial Analysis, Leadership, Project Management, Analytics, Account Management, Relationship Management, Start-ups, Business Development, Product Development, Strategic Planning, Market Research, Business Analysis, Business Process...
Education
Loyola University Chicago 2001 — 2004
BBA, Finance and International Business
Investment Metrics August 2008 - Present
Audi Club of North America - Chicago 2007 - Present
Dealdrive Inc. October 2012 - November 2014
RogersCasey April 2007 - August 2008
RogersCasey November 2004 - March 2007
Skills
Product Management, CRM, Consulting, Financial Analysis, Leadership, Project Management, Analytics, Account Management, Relationship Management, Start-ups, Business Development, Product Development, Strategic Planning, Market Research, Business Analysis, Business Process...
Education
Loyola University Chicago 2001 — 2004
BBA, Finance and International Business
Jair Alberto Martinez Jair Alberto Martinez's RogersCasey Experience September 1995 - March 1997
Job Executive Director, Latin America at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation March 2006 - Present
Robert Half Finance & Accounting April 2004 - March 2006
Casey, Quirk & Associates March 1997 - October 2002
RogersCasey September 1995 - March 1997
Skills
Structured Finance, Latin American Business, Cross-functional Team..., Project Management, International Business, Due Diligence, Accounts Receivable, Rating Agency Relations, Data Analysis, Data Modeling, Financial Modeling, Strategic Consulting, Capital Markets, Alternative Investments, Private Equity, Mergers & Acquisitions, Fixed Income Strategies, Equity Capital Markets, Hedge Funds
Education
Tufts University
Bachelor's Degree, International Relations
Finacity Corporation March 2006 - Present
Robert Half Finance & Accounting April 2004 - March 2006
Casey, Quirk & Associates March 1997 - October 2002
RogersCasey September 1995 - March 1997
Skills
Structured Finance, Latin American Business, Cross-functional Team..., Project Management, International Business, Due Diligence, Accounts Receivable, Rating Agency Relations, Data Analysis, Data Modeling, Financial Modeling, Strategic Consulting, Capital Markets, Alternative Investments, Private Equity, Mergers & Acquisitions, Fixed Income Strategies, Equity Capital Markets, Hedge Funds
Education
Tufts University
Bachelor's Degree, International Relations
Kathryn Everson Kathryn Everson's RogersCasey Experience June 1994 - June 1998
Job IT Project Manager
Industry Financial Services
Experience
Capital One May 2010 - Present
Wachovia Securities, LLC January 2000 - August 2009
Stillmeadows Equestrian Center 1998 - 2000
RogersCasey June 1994 - June 1998
Skills
Process Improvement, Project Management, Cross-functional Team..., SDLC, Business Analysis, Vendor Management, PMO, Requirements Gathering
Education
Mount Holyoke College 1980 — 1984
New Canaan High School 1976 — 1980
Capital One May 2010 - Present
Wachovia Securities, LLC January 2000 - August 2009
Stillmeadows Equestrian Center 1998 - 2000
RogersCasey June 1994 - June 1998
Skills
Process Improvement, Project Management, Cross-functional Team..., SDLC, Business Analysis, Vendor Management, PMO, Requirements Gathering
Education
Mount Holyoke College 1980 — 1984
New Canaan High School 1976 — 1980
Chris Thompson Chris Thompson's RogersCasey Experience November 2009 - February 2012
Job U.S. Equity Manager Research at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Dmitriy M. Voronkov, CFA Dmitriy M. Voronkov, CFA's RogersCasey Experience April 2009 - January 2012
Job General ManagerPensions at Delta Air Lines
Industry Investment Management
Experience
Delta Air Lines September 2013 - Present
Segal Rogerscasey January 2012 - August 2013
RogersCasey April 2009 - January 2012
RogersCasey June 2008 - April 2009
Delta Air Lines January 2006 - June 2008
Delta Air Lines 2000 - 2005
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Valuation, Investment Strategies, Bloomberg, Capital Markets, Due Diligence, Wealth Management, Investment Advisory, Financial Analysis, Mutual Funds, Financial Modeling, Financial Markets, Financial Services, Derivatives
Education
Georgia State University 2002 — 2005
Master of Science - Finance, Investments, Corporate Finance
Georgia State University 1996 — 2000
BBA, Finance
Delta Air Lines September 2013 - Present
Segal Rogerscasey January 2012 - August 2013
RogersCasey April 2009 - January 2012
RogersCasey June 2008 - April 2009
Delta Air Lines January 2006 - June 2008
Delta Air Lines 2000 - 2005
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Valuation, Investment Strategies, Bloomberg, Capital Markets, Due Diligence, Wealth Management, Investment Advisory, Financial Analysis, Mutual Funds, Financial Modeling, Financial Markets, Financial Services, Derivatives
Education
Georgia State University 2002 — 2005
Master of Science - Finance, Investments, Corporate Finance
Georgia State University 1996 — 2000
BBA, Finance
Steve Case Steve Case's RogersCasey Experience 2002 - 2007
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Glenn A. Weiner, CFA Glenn A. Weiner, CFA's RogersCasey Experience June 1998 - July 2002
Job Managing Director, Consultant Relations at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Will Simmons's RogersCasey Experience July 2004 - October 2005
Job Full Stack Web Developer
Industry Internet
Experience
General Assembly January 2015 - April 2015
Golden Gate Financial Partners March 2013 - September 2014
Folger Nolan Fleming Douglas January 2007 - 2012
Folger Nolan Fleming Douglas November 2005 - December 2006
RogersCasey July 2004 - October 2005
Education
General Assembly 2015 — 2015
Brown University 2000 — 2004
B.A.
Food Craft Institute 2014 — 2014
General Assembly January 2015 - April 2015
Golden Gate Financial Partners March 2013 - September 2014
Folger Nolan Fleming Douglas January 2007 - 2012
Folger Nolan Fleming Douglas November 2005 - December 2006
RogersCasey July 2004 - October 2005
Education
General Assembly 2015 — 2015
Brown University 2000 — 2004
B.A.
Food Craft Institute 2014 — 2014
Beatrice Boeglin Beatrice Boeglin's RogersCasey Experience October 1998 - May 2002
Job Senior Executive Assistant at Citizens Bank
Industry Investment Banking
Experience
Citizens Bank April 2013 - Present
Saw Mill Capital March 2012 - January 2013
UBS Investment Bank August 2005 - February 2012
USI Holdings Corporation July 2004 - August 2005
Finn Dixon & Herling LLP January 2004 - July 2004
Emcor Group, Inc. August 2002 - January 2004
RogersCasey October 1998 - May 2002
Radio Unica March 1998 - September 1998
Caracol Television July 1995 - February 1998
Skills
Microsoft Office, Outlook, Word, Excel, PowerPoint, Scheduling, Calendars, Travel, Administration, Administrative Support, Video Conferencing, Telephone Skills, Coordination, French, Spanish, Personal Assistant, QuickBooks, Concur, Event Planning, Administrative..., Microsoft Excel, Microsoft Word, Process Scheduler, Access, Data Entry, Event Management, Management, Office Management, System Administration, Sales, Customer Service, Project Management, Project Planning, Training, Leadership, Human Resources, Employee Relations, Social Networking, Software Documentation, Analysis, Accounting, Public Relations, Banking, PeopleSoft, Invoicing, Time Management, Finance, Office Administration, Investment Banking, Program Management
Education
Marymount Manhattan College 1978 — 1982
BA, Business Administration
Lycee Francais de New York
Citizens Bank April 2013 - Present
Saw Mill Capital March 2012 - January 2013
UBS Investment Bank August 2005 - February 2012
USI Holdings Corporation July 2004 - August 2005
Finn Dixon & Herling LLP January 2004 - July 2004
Emcor Group, Inc. August 2002 - January 2004
RogersCasey October 1998 - May 2002
Radio Unica March 1998 - September 1998
Caracol Television July 1995 - February 1998
Skills
Microsoft Office, Outlook, Word, Excel, PowerPoint, Scheduling, Calendars, Travel, Administration, Administrative Support, Video Conferencing, Telephone Skills, Coordination, French, Spanish, Personal Assistant, QuickBooks, Concur, Event Planning, Administrative..., Microsoft Excel, Microsoft Word, Process Scheduler, Access, Data Entry, Event Management, Management, Office Management, System Administration, Sales, Customer Service, Project Management, Project Planning, Training, Leadership, Human Resources, Employee Relations, Social Networking, Software Documentation, Analysis, Accounting, Public Relations, Banking, PeopleSoft, Invoicing, Time Management, Finance, Office Administration, Investment Banking, Program Management
Education
Marymount Manhattan College 1978 — 1982
BA, Business Administration
Lycee Francais de New York
William Kelly William Kelly's RogersCasey Experience September 1996 - October 1998
Job Personal investor and Fundraiser
Industry Financial Services
Experience
Otto Specht June 2015 - Present
Self November 2013 - Present
HedgeServ Corporation June 2012 - October 2013
Paladyne Systems, A Broadridge Company November 2011 - June 2012
NanoHoldings LLC October 2010 - November 2011
GlobeOp Financial Services January 2002 - May 2010
AllianceBernstein October 1998 - December 2001
RogersCasey September 1996 - October 1998
Comdisco September 1984 - August 1996
IBM September 1981 - August 1984
Skills
Financial Services, Capital Markets, Team Building, Energy, Private Equity, Portfolio Management, Asset Managment, Equities, Financial Modeling, Venture Capital, Investor Relations, Hedge Funds, Valuation, Entrepreneurship, Asset Management, Finance, Start-ups, Business Development, Due Diligence, Derivatives, Financial Markets, Bonds, FX Options, Financial Risk, Fixed Income, Alternative Investments, Trading, Fund Administration, Investment Management, Options, Investments
Education
Bowdoin College 1969 — 1973
BA
MIT 1973 — 1974
Otto Specht June 2015 - Present
Self November 2013 - Present
HedgeServ Corporation June 2012 - October 2013
Paladyne Systems, A Broadridge Company November 2011 - June 2012
NanoHoldings LLC October 2010 - November 2011
GlobeOp Financial Services January 2002 - May 2010
AllianceBernstein October 1998 - December 2001
RogersCasey September 1996 - October 1998
Comdisco September 1984 - August 1996
IBM September 1981 - August 1984
Skills
Financial Services, Capital Markets, Team Building, Energy, Private Equity, Portfolio Management, Asset Managment, Equities, Financial Modeling, Venture Capital, Investor Relations, Hedge Funds, Valuation, Entrepreneurship, Asset Management, Finance, Start-ups, Business Development, Due Diligence, Derivatives, Financial Markets, Bonds, FX Options, Financial Risk, Fixed Income, Alternative Investments, Trading, Fund Administration, Investment Management, Options, Investments
Education
Bowdoin College 1969 — 1973
BA
MIT 1973 — 1974
Fares Al-Taher Fares Al-Taher's RogersCasey Experience May 2007 - March 2009
Job Associate Director at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey March 2015 - Present
Segal Rogerscasey August 2013 - March 2015
Segal Rogerscasey March 2009 - August 2013
RogersCasey May 2007 - March 2009
EverBank August 2005 - May 2007
Skills
Fixed Income, Equities, Investments, Portfolio Management, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Due Diligence, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Investment Management
Education
University of Bridgeport 2006 — 2008
MBA, Business Administration and Management, General
Southern Connecticut State University 2001 — 2005
BS, Management of Information Systems
Segal Rogerscasey March 2015 - Present
Segal Rogerscasey August 2013 - March 2015
Segal Rogerscasey March 2009 - August 2013
RogersCasey May 2007 - March 2009
EverBank August 2005 - May 2007
Skills
Fixed Income, Equities, Investments, Portfolio Management, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Due Diligence, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Investment Management
Education
University of Bridgeport 2006 — 2008
MBA, Business Administration and Management, General
Southern Connecticut State University 2001 — 2005
BS, Management of Information Systems
Courtney Twardy's RogersCasey Experience June 2010 - August 2010
Job
Industry Financial Services
Experience
Mercer Investments April 2013 - December 2014
Mercer Investments June 2011 - March 2013
RogersCasey June 2010 - August 2010
Aldrich Museum of Contemporary Art June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2011
Bachelor's Degree
Mercer Investments April 2013 - December 2014
Mercer Investments June 2011 - March 2013
RogersCasey June 2010 - August 2010
Aldrich Museum of Contemporary Art June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2011
Bachelor's Degree
Ryan McMurrer Ryan McMurrer's RogersCasey Experience April 2001 - July 2002
Job Insurance & Reinsurance Attorney
Industry Law Practice
Experience
AXIS Reinsurance Company August 2010 - Present
Brown Gavalas & Fromm, LLP June 2008 - August 2010
New York Civil Service Commission November 2007 - May 2008
Clyde & Co LLP June 2007 - August 2007
Aon Risk Services July 2002 - February 2007
RogersCasey April 2001 - July 2002
Fulcrum International Ltd June 2000 - April 2001
Skills
Aviation, Negotiation, Airlines, Reinsurance, Risk Management, M&A experience, Financial Analysis, Insurance, Mergers & Acquisitions
Education
New York Law School 2006 — 2009
Juris Doctor
Fairfield University 1996 — 2000
B.S., International Business, Minor in Finance
AXIS Reinsurance Company August 2010 - Present
Brown Gavalas & Fromm, LLP June 2008 - August 2010
New York Civil Service Commission November 2007 - May 2008
Clyde & Co LLP June 2007 - August 2007
Aon Risk Services July 2002 - February 2007
RogersCasey April 2001 - July 2002
Fulcrum International Ltd June 2000 - April 2001
Skills
Aviation, Negotiation, Airlines, Reinsurance, Risk Management, M&A experience, Financial Analysis, Insurance, Mergers & Acquisitions
Education
New York Law School 2006 — 2009
Juris Doctor
Fairfield University 1996 — 2000
B.S., International Business, Minor in Finance
Gregory T. Rogers Gregory T. Rogers's RogersCasey Experience October 1990 - January 2000
Job Founder & Managing Partner at RayLign Advisory
Industry Management Consulting
Experience
RayLign Advisory December 2004 - Present
Raylor Asset Management Group December 2004 - Present
Ackerman Institute for the Family December 2004 - Present
John A. Levin & Co. January 2000 - September 2004
RogersCasey October 1990 - January 2000
Skills
Strategic Consulting, Investment Consulting, Human Dynamics, Project/process..., Decision making
Education
NYU Stern School of Business 1993 — 1995
MBA, International Finance
Brown University 1984 — 1988
BA, Organizational Behavior & Economics
RayLign Advisory December 2004 - Present
Raylor Asset Management Group December 2004 - Present
Ackerman Institute for the Family December 2004 - Present
John A. Levin & Co. January 2000 - September 2004
RogersCasey October 1990 - January 2000
Skills
Strategic Consulting, Investment Consulting, Human Dynamics, Project/process..., Decision making
Education
NYU Stern School of Business 1993 — 1995
MBA, International Finance
Brown University 1984 — 1988
BA, Organizational Behavior & Economics
Rui Huang's RogersCasey Experience May 2010 - August 2011
Job Tax Senior at Deloitte US
Industry Accounting
Experience
Deloitte August 2015 - Present
PwC July 2013 - July 2015
PwC September 2011 - June 2013
RogersCasey May 2010 - August 2011
PwC January 2010 - April 2010
UBS Wealth Management September 2009 - December 2009
PwC January 2009 - June 2009
People's United Bank July 2008 - December 2008
Skills
Tax, Strategic Financial..., Portfolio Management, Analysis, Management, Tax Returns, Expatriate Management, Credit, Customer Service, Financial Analysis, Team Management, Financial Modeling, Valuation, Financial Reporting, Accounting, Microsoft Office, Research
Education
University of Bridgeport 2005 — 2009
B.S.
University of Bridgeport 2005 — 2009
Bachelor of Science (B.S.)
Deloitte August 2015 - Present
PwC July 2013 - July 2015
PwC September 2011 - June 2013
RogersCasey May 2010 - August 2011
PwC January 2010 - April 2010
UBS Wealth Management September 2009 - December 2009
PwC January 2009 - June 2009
People's United Bank July 2008 - December 2008
Skills
Tax, Strategic Financial..., Portfolio Management, Analysis, Management, Tax Returns, Expatriate Management, Credit, Customer Service, Financial Analysis, Team Management, Financial Modeling, Valuation, Financial Reporting, Accounting, Microsoft Office, Research
Education
University of Bridgeport 2005 — 2009
B.S.
University of Bridgeport 2005 — 2009
Bachelor of Science (B.S.)
Jonathan Doros Jonathan Doros's RogersCasey Experience June 2001 - May 2003
Job Head of Investor Relations at Solera Holdings
Industry Financial Services
Experience
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Stephen Dryer, CFA, FRM Stephen Dryer, CFA, FRM's RogersCasey Experience August 2008 - February 2010
Job Risk Manager at EACM Advisors LLC (BNY Mellon Asset Management)
Industry Financial Services
Experience
EACM Advisors LLC (BNY Mellon Asset Management) October 2015 - Present
ConceptONE, LLC December 2013 - September 2015
ConceptONE LLC January 2011 - December 2013
Risk Resources LLC February 2010 - December 2010
RogersCasey August 2008 - February 2010
RogersCasey June 2007 - August 2008
Skills
Due Diligence, Equities, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Asset Allocation, Strategy, Financial Risk, Valuation, Portfolio Management, Risk Management, Financial Risk..., Market Risk, Options, FX Options, Options Strategies, Interest Rate Swaps, Swaptions, Derivatives, Equity Derivatives, Commodity Risk...
Education
Penn State University 2003 — 2007
BS, Finance
EACM Advisors LLC (BNY Mellon Asset Management) October 2015 - Present
ConceptONE, LLC December 2013 - September 2015
ConceptONE LLC January 2011 - December 2013
Risk Resources LLC February 2010 - December 2010
RogersCasey August 2008 - February 2010
RogersCasey June 2007 - August 2008
Skills
Due Diligence, Equities, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Asset Allocation, Strategy, Financial Risk, Valuation, Portfolio Management, Risk Management, Financial Risk..., Market Risk, Options, FX Options, Options Strategies, Interest Rate Swaps, Swaptions, Derivatives, Equity Derivatives, Commodity Risk...
Education
Penn State University 2003 — 2007
BS, Finance
Jae Lee, EA's RogersCasey Experience 2003 - August 2004
Job Assistant Vice President at Cutwater Asset Management, Enrolled Agent to practice before IRS
Industry Financial Services
Experience
Cutwater Asset Management November 2009 - Present
MBIA September 2004 - November 2009
RogersCasey 2003 - August 2004
RiskMetrics Group June 1999 - January 2003
IMS Business System June 1995 - June 1999
Dual Software January 1991 - May 1995
Skills
.net, asp.net, Financial Reporting, Financial Analysis, Ruby on Rails, SharePoint, Perl, Software Development, Development Management, Agile Project Management, Tax, Tax Law, C#, C, SSRS Reports, MS SQL Server, ASP.NET, SSRS, Derivatives, Microsoft SQL Server, Fixed Income, SQL, WinForms, Investments, Business Analysis, Risk Management, Equities, Asset Management, Agile Methodologies, Financial Services, Securities, Finance, Databases, Valuation, Trading
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Computer Science
Cutwater Asset Management November 2009 - Present
MBIA September 2004 - November 2009
RogersCasey 2003 - August 2004
RiskMetrics Group June 1999 - January 2003
IMS Business System June 1995 - June 1999
Dual Software January 1991 - May 1995
Skills
.net, asp.net, Financial Reporting, Financial Analysis, Ruby on Rails, SharePoint, Perl, Software Development, Development Management, Agile Project Management, Tax, Tax Law, C#, C, SSRS Reports, MS SQL Server, ASP.NET, SSRS, Derivatives, Microsoft SQL Server, Fixed Income, SQL, WinForms, Investments, Business Analysis, Risk Management, Equities, Asset Management, Agile Methodologies, Financial Services, Securities, Finance, Databases, Valuation, Trading
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Computer Science
Michael Besenyei's RogersCasey Experience April 2007 - May 2010
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Mercer Investment Consulting June 2011 - Present
Evaluation Associates September 2010 - June 2011
Evaluation Associates May 2010 - September 2010
RogersCasey April 2007 - May 2010
Skills
Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Investment Strategies, Investment Management, Bloomberg, Investment Advisory, Hedge Funds
Education
Central Connecticut State University
BA, Economics, Minor in Management Information Systems
Berlin High School
Carrie Trost - Bertuccio Carrie Trost - Bertuccio's RogersCasey Experience 1994 - 1996
Job Chief Operating Officer at Claar Advisors, LLC
Industry Investment Management
Experience
Claar Advisors, LLC December 2012 - Present
Wyser-Pratte Management May 2007 - December 2012
Graham Investment Management, Inc. 2002 - 2007
Goldman Sachs 1999 - 2002
Emerging Markets Management 1996 - 1999
RogersCasey 1994 - 1996
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
University of Virginia 1990 — 1994
BS, Finance
Claar Advisors, LLC December 2012 - Present
Wyser-Pratte Management May 2007 - December 2012
Graham Investment Management, Inc. 2002 - 2007
Goldman Sachs 1999 - 2002
Emerging Markets Management 1996 - 1999
RogersCasey 1994 - 1996
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
University of Virginia 1990 — 1994
BS, Finance
Karen Dehmel's RogersCasey Experience 1994 - 1998
Job
Industry Computer Software
Experience
Connet & Company 2000 - 2002
Spencer Stuart 1998 - 2000
RogersCasey 1994 - 1998
Greenwich Associates 1992 - 1994
Greenwich Associates 1989 - 1992
Education
Harvard College 1984 — 1988
BA, Psycholoy, Magna Cum Laude
Connet & Company 2000 - 2002
Spencer Stuart 1998 - 2000
RogersCasey 1994 - 1998
Greenwich Associates 1992 - 1994
Greenwich Associates 1989 - 1992
Education
Harvard College 1984 — 1988
BA, Psycholoy, Magna Cum Laude
Mike Iodice's RogersCasey Experience 2001 - 2005
Job CFO
Industry Nonprofit Organization Management
Experience
Trinity Church August 2014 - Present
Nielsen Company March 2014 - August 2014
Affinion Group September 2011 - February 2014
Staples 2009 - 2011
Staples 2008 - 2008
Affinion Group December 2005 - August 2007
RogersCasey 2001 - 2005
Skills
Competitive Analysis, Financial Modeling, Finance, Financial Analysis, Forecasting, Strategy, Corporate Finance, Valuation, Analytics, Analysis, Data Analysis, Mergers, Cross-functional Team..., Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Fairfield University 1997 — 2001
Trinity Church August 2014 - Present
Nielsen Company March 2014 - August 2014
Affinion Group September 2011 - February 2014
Staples 2009 - 2011
Staples 2008 - 2008
Affinion Group December 2005 - August 2007
RogersCasey 2001 - 2005
Skills
Competitive Analysis, Financial Modeling, Finance, Financial Analysis, Forecasting, Strategy, Corporate Finance, Valuation, Analytics, Analysis, Data Analysis, Mergers, Cross-functional Team..., Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Fairfield University 1997 — 2001
Brant Behr, CFA, CAIA's RogersCasey Experience June 1997 - February 2000
Job Director at Concord Management, LLC
Industry Financial Services
Experience
Concord Management, LLC February 2003 - Present
Parker Global Strategies June 2001 - January 2003
Kenmar March 2000 - May 2001
RogersCasey June 1997 - February 2000
Education
Bowdoin College 1993 — 1997
BA, Economics
Deerfield Academy 1990 — 1993
Concord Management, LLC February 2003 - Present
Parker Global Strategies June 2001 - January 2003
Kenmar March 2000 - May 2001
RogersCasey June 1997 - February 2000
Education
Bowdoin College 1993 — 1997
BA, Economics
Deerfield Academy 1990 — 1993
Doreen Kanouse's RogersCasey Experience 1990 - 1996
Job Marketing and Retirement Communications
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
Diversified Investment Advisors 1996 - 2007
RogersCasey 1990 - 1996
Skills
Retirement Planning, Retirement, 401k, Series 7, Asset Allocation, Financial Advisory, Financial Services, Wealth Management, Marketing, Mutual Funds, Investments, Investment Advisory, FINRA
Education
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Morgan Stanley June 2007 - Present
Diversified Investment Advisors 1996 - 2007
RogersCasey 1990 - 1996
Skills
Retirement Planning, Retirement, 401k, Series 7, Asset Allocation, Financial Advisory, Financial Services, Wealth Management, Marketing, Mutual Funds, Investments, Investment Advisory, FINRA
Education
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Arman Gevorgyan, CFA's RogersCasey Experience September 2007 - February 2012
Job Manager Research at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates April 2015 - Present
Segal Rogerscasey February 2012 - April 2015
RogersCasey September 2007 - February 2012
Citigroup October 2005 - July 2007
RogersCasey July 2000 - October 2005
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management
Education
University of Bridgeport 1997 — 2000
B.S., Finance
Prime, Buchholz & Associates April 2015 - Present
Segal Rogerscasey February 2012 - April 2015
RogersCasey September 2007 - February 2012
Citigroup October 2005 - July 2007
RogersCasey July 2000 - October 2005
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management
Education
University of Bridgeport 1997 — 2000
B.S., Finance
Jeremy Hitchcock's RogersCasey Experience 1998 - 2000
Job Vice President, IT Business Sr. Analyst/Team Leader
Industry Banking
Experience
Citi March 2013 - Present
Citigroup July 2010 - March 2013
Citi April 2008 - June 2010
Citi March 2006 - March 2008
Citi March 2005 - March 2006
Citi September 2003 - March 2005
RogersCasey 1998 - 2000
Skills
Credit, Trading Systems
Education
Sacred Heart University 1994 — 1998
Computer Science
Citi March 2013 - Present
Citigroup July 2010 - March 2013
Citi April 2008 - June 2010
Citi March 2006 - March 2008
Citi March 2005 - March 2006
Citi September 2003 - March 2005
RogersCasey 1998 - 2000
Skills
Credit, Trading Systems
Education
Sacred Heart University 1994 — 1998
Computer Science
Elizabeth Henderson's RogersCasey Experience July 2000 - July 2012
Job Managing Director, Market Investment Executive Connecticut & Upstate New York at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2015 - Present
U.S. Trust August 2012 - February 2015
RogersCasey July 2000 - July 2012
Rogerscasey December 1998 - April 2000
RogersCasey March 1997 - December 1998
Bear Stearns July 1986 - March 1997
Skills
Investment consulting, Client Relationship...
Education
The Catholic University of America
JD
Trinity Episcopal High School
High School
University of Virginia
BA, History
U.S. Trust March 2015 - Present
U.S. Trust August 2012 - February 2015
RogersCasey July 2000 - July 2012
Rogerscasey December 1998 - April 2000
RogersCasey March 1997 - December 1998
Bear Stearns July 1986 - March 1997
Skills
Investment consulting, Client Relationship...
Education
The Catholic University of America
JD
Trinity Episcopal High School
High School
University of Virginia
BA, History
Peggy Tsai's RogersCasey Experience July 2001 - December 2003
Job Regional Data Governance Lead at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Morgan Stanley July 2014 - March 2015
Standard & Poor's January 2013 - July 2014
Standard & Poor's June 2010 - January 2013
Standard & Poor's August 2005 - September 2010
OppenheimerFunds December 2003 - August 2005
RogersCasey July 2001 - December 2003
Skills
Oracle SQL, Agile Project Management, Business Objects, Operations Management, Data Stewardship, Business Intelligence, SQL, Access, Credit Rating, MicroStrategy Reporting, Oracle, Project Management, Business Analysis, Bloomberg Terminal, Visio, Requirements Analysis, Business Process..., Requirements Gathering, Market Data, Business Process, SharePoint, SDLC, Fixed Income, Business Requirements, Vendor Management, Governance, Analysis, Integration, Leadership, Strategy
Education
New York University 2004 — 2009
Management and Systems
Cornell University 1997 — 2001
Bachelor’s Degree
AIG March 2015 - Present
Morgan Stanley July 2014 - March 2015
Standard & Poor's January 2013 - July 2014
Standard & Poor's June 2010 - January 2013
Standard & Poor's August 2005 - September 2010
OppenheimerFunds December 2003 - August 2005
RogersCasey July 2001 - December 2003
Skills
Oracle SQL, Agile Project Management, Business Objects, Operations Management, Data Stewardship, Business Intelligence, SQL, Access, Credit Rating, MicroStrategy Reporting, Oracle, Project Management, Business Analysis, Bloomberg Terminal, Visio, Requirements Analysis, Business Process..., Requirements Gathering, Market Data, Business Process, SharePoint, SDLC, Fixed Income, Business Requirements, Vendor Management, Governance, Analysis, Integration, Leadership, Strategy
Education
New York University 2004 — 2009
Management and Systems
Cornell University 1997 — 2001
Bachelor’s Degree
Jamil Zraikat's RogersCasey Experience September 2008 - June 2010
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group September 2010 - Present
Investment Metrics June 2010 - September 2010
RogersCasey September 2008 - June 2010
RogersCasey August 2007 - August 2008
RogersCasey July 2005 - August 2007
Fannie Mae June 2004 - August 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Market Research, Investments, Equities, Financial Modeling, Alternative Investments, Asset Management, Derivatives, Private Equity
Education
The University of Connecticut School of Business 2010 — 2015
MBA, Finance/OPIM
Bates College 2001 — 2005
Bachelor of Arts, Economics and Political Science
Amman Baccalaureate School 1988 — 2001
International Baccalaureate Diploma
Eze Software Group September 2010 - Present
Investment Metrics June 2010 - September 2010
RogersCasey September 2008 - June 2010
RogersCasey August 2007 - August 2008
RogersCasey July 2005 - August 2007
Fannie Mae June 2004 - August 2004
Skills
Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Market Research, Investments, Equities, Financial Modeling, Alternative Investments, Asset Management, Derivatives, Private Equity
Education
The University of Connecticut School of Business 2010 — 2015
MBA, Finance/OPIM
Bates College 2001 — 2005
Bachelor of Arts, Economics and Political Science
Amman Baccalaureate School 1988 — 2001
International Baccalaureate Diploma
Seth Hannant's RogersCasey Experience September 2009 - 2012
Job Senior Associate at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey 2012 - Present
RogersCasey September 2009 - 2012
Education
University of Bridgeport 2003 — 2005
MBA, Finance
Colorado State University 1997 — 2001
BS, Construction Management
Segal Rogerscasey 2012 - Present
RogersCasey September 2009 - 2012
Education
University of Bridgeport 2003 — 2005
MBA, Finance
Colorado State University 1997 — 2001
BS, Construction Management
Purnendu Kagtada's RogersCasey Experience March 2005 - March 2008
Job Software Engineer
Industry Financial Services
Experience
Investment Metrics March 2008 - Present
RogersCasey March 2005 - March 2008
RogersCasey January 2002 - March 2005
Genesys International 2000 - 2001
Indus software 1999 - 2000
Rolta India Limited 1997 - 1999
Skills
Solution Architecture, Business Intelligence, Databases, SOA, Business Analysis, Requirements Analysis, SDLC, Software Project..., Enterprise Architecture, Integration, Project Management, Software Development, Pre-sales, SQL, Agile Project Management
Education
Indian Institute of Technology, Bombay 1994 — 1996
M. Sc., Applied Geology
Swaminarayan Vidyalay
Investment Metrics March 2008 - Present
RogersCasey March 2005 - March 2008
RogersCasey January 2002 - March 2005
Genesys International 2000 - 2001
Indus software 1999 - 2000
Rolta India Limited 1997 - 1999
Skills
Solution Architecture, Business Intelligence, Databases, SOA, Business Analysis, Requirements Analysis, SDLC, Software Project..., Enterprise Architecture, Integration, Project Management, Software Development, Pre-sales, SQL, Agile Project Management
Education
Indian Institute of Technology, Bombay 1994 — 1996
M. Sc., Applied Geology
Swaminarayan Vidyalay
Jonathan Love, CFA's RogersCasey Experience July 2004 - October 2007
Job Senior Manager at PepsiCo
Industry Investment Management
Experience
PepsiCo March 2015 - Present
PepsiCo October 2007 - March 2015
RogersCasey July 2004 - October 2007
Skills
Equity Valuation, Alternative Investments, Equity Research, Private Equity, Hedge Funds, Fixed Income Analysis, Liability Analysis, Pension Funds, Bloomberg, Economics, Analysis, Portfolio Management, Investments, Asset Allocation, Due Diligence
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
Bates College 2000 — 2004
BA, Philosophy, Political Science
PepsiCo March 2015 - Present
PepsiCo October 2007 - March 2015
RogersCasey July 2004 - October 2007
Skills
Equity Valuation, Alternative Investments, Equity Research, Private Equity, Hedge Funds, Fixed Income Analysis, Liability Analysis, Pension Funds, Bloomberg, Economics, Analysis, Portfolio Management, Investments, Asset Allocation, Due Diligence
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
Bates College 2000 — 2004
BA, Philosophy, Political Science
Sabrina Bailey's RogersCasey Experience March 2005 - December 2008
Job Global Head of Defined Contribution
Industry Financial Services
Experience
Northern Trust Asset Management August 2015 - Present
Mercer May 2013 - July 2015
Towers Watson January 2009 - May 2013
RogersCasey March 2005 - December 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Retirement, Defined Benefit, 401k
Education
George Fox University 2006 — 2008
MBA, Organizational Leadership, 4.0
George Fox University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Northern Trust Asset Management August 2015 - Present
Mercer May 2013 - July 2015
Towers Watson January 2009 - May 2013
RogersCasey March 2005 - December 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Retirement, Defined Benefit, 401k
Education
George Fox University 2006 — 2008
MBA, Organizational Leadership, 4.0
George Fox University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Scott Schwind's RogersCasey Experience March 2007 - December 2009
Job Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey December 2009 - Present
RogersCasey March 2007 - December 2009
Skills
Alternative Investments, Corporations, Endowments, Asset Management, Foundations, Hedge Funds, Institutional..., Investments, Asset Allocation, Capital Markets, Equities, Fixed Income, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity
Education
Fordham Gabelli School of Business
Lynchburg College
B.A., English
The Gunnery School
Segal Rogerscasey December 2009 - Present
RogersCasey March 2007 - December 2009
Skills
Alternative Investments, Corporations, Endowments, Asset Management, Foundations, Hedge Funds, Institutional..., Investments, Asset Allocation, Capital Markets, Equities, Fixed Income, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity
Education
Fordham Gabelli School of Business
Lynchburg College
B.A., English
The Gunnery School
Carole Weed's RogersCasey Experience
Job Administrative Assistant at Rogerscasey
Industry Financial Services
Experience
Rogerscasey
Skills
Administrative..., Spreadsheets, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word
Education
Kentucky Wesleyan College
Sacred Heart University
Rogerscasey
Skills
Administrative..., Spreadsheets, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word
Education
Kentucky Wesleyan College
Sacred Heart University
Allison Haupt's RogersCasey Experience October 1995 - January 1997
Job Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Nancy (Deutsch) Moloff's RogersCasey Experience 2003 - 2006
Job .
Industry Financial Services
Experience
AllianceBernstein January 2006 - November 2008
RogersCasey 2003 - 2006
Morgan Stanley Investment Management 1995 - 1999
morgan stanley 1992 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba, finance
Brown University
BA
AllianceBernstein January 2006 - November 2008
RogersCasey 2003 - 2006
Morgan Stanley Investment Management 1995 - 1999
morgan stanley 1992 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba, finance
Brown University
BA
Stephen Wagenbach's RogersCasey Experience July 1999 - December 2003
Job Consultant Relations Managing Director Commonfund
Industry Investment Management
Experience
Commonfund April 2012 - Present
Schroder Investment Management North America Inc. January 2008 - April 2012
Investment Solutions, Inc. January 2004 - October 2007
RogersCasey July 1999 - December 2003
JPMorgan Chase September 1993 - July 1999
Education
Lafayette College 1989 — 1993
AB, Economics & Business
Commonfund April 2012 - Present
Schroder Investment Management North America Inc. January 2008 - April 2012
Investment Solutions, Inc. January 2004 - October 2007
RogersCasey July 1999 - December 2003
JPMorgan Chase September 1993 - July 1999
Education
Lafayette College 1989 — 1993
AB, Economics & Business
David S. Zucker's RogersCasey Experience October 2006 - September 2008
Job Financial Services Professional
Industry Management Consulting
Experience
Hudson Cosmetics Mfg. Company July 2009 - Present
Rogerscasey October 2006 - September 2008
Independent Consultant July 2005 - September 2006
Allianz/ Dresdner Private Equity Partners October 2000 - June 2005
DeutscheBanc Alex. Brown January 1991 - September 2000
Skills
Private Equity, Due Diligence, Asset Managment, Fund Of Funds, Venture Capital, Portfolio Management, Accounting, Alternative Investments, Investments, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Equities
Education
Quinnipiac University 1981 — 1985
BS, International Business
Hudson Cosmetics Mfg. Company July 2009 - Present
Rogerscasey October 2006 - September 2008
Independent Consultant July 2005 - September 2006
Allianz/ Dresdner Private Equity Partners October 2000 - June 2005
DeutscheBanc Alex. Brown January 1991 - September 2000
Skills
Private Equity, Due Diligence, Asset Managment, Fund Of Funds, Venture Capital, Portfolio Management, Accounting, Alternative Investments, Investments, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Equities
Education
Quinnipiac University 1981 — 1985
BS, International Business
Steele, Doug's RogersCasey Experience 1999 - 2005
Job Investment Director at MassMutual
Industry Financial Services
Experience
MassMutual July 2005 - Present
RogersCasey 1999 - 2005
Wellesley Group, Inc. 1999 - 2005
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Mutual Funds, Equities, Alternative Investments
Education
Bates College 1993 — 1997
BA, Pscyhology
MassMutual July 2005 - Present
RogersCasey 1999 - 2005
Wellesley Group, Inc. 1999 - 2005
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Mutual Funds, Equities, Alternative Investments
Education
Bates College 1993 — 1997
BA, Pscyhology
Dana Sugar's RogersCasey Experience May 2008 - August 2008
Job Senior Investment Consultant
Industry Financial Services
Experience
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Wilmington Trust October 2008 - July 2015
RogersCasey May 2008 - August 2008
Watson Wyatt June 2000 - March 2008
Morgan Stanley October 1997 - November 1999
Skills
Portfolio Management, Asset Allocation, Pension Funds, Investments, Institutional..., Asset Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Hedge Funds, Investment Advisory..., Investment Management, Pensions, Defined Benefit, Private Equity, ALM, Endowments, ETFs, Retirement Planning, Due Diligence
Education
University of Cincinnati 1993 — 1995
MBA, Business Administration
Vassar College 1989 — 1993
BA, European Culture
Anna Dunn, CFA, CAIA's RogersCasey Experience July 2007 - April 2010
Job Head of Research at Alpha Capital Management
Industry Financial Services
Experience
Alpha Capital Management, LLC June 2012 - Present
Mercer Investments May 2010 - May 2012
Rogerscasey July 2007 - April 2010
Skills
Asset Allocation, Due Diligence, Hedge Funds, Alternative Investments, Equities, Institutional..., Investment Strategies, Strategy, Investments, Investment Management, Private Equity, Equity Research, Asset Management, Bloomberg, Fixed Income
Education
Princeton University 2003 — 2007
AB, Economics
Alpha Capital Management, LLC June 2012 - Present
Mercer Investments May 2010 - May 2012
Rogerscasey July 2007 - April 2010
Skills
Asset Allocation, Due Diligence, Hedge Funds, Alternative Investments, Equities, Institutional..., Investment Strategies, Strategy, Investments, Investment Management, Private Equity, Equity Research, Asset Management, Bloomberg, Fixed Income
Education
Princeton University 2003 — 2007
AB, Economics
Joseph O'Reilly's RogersCasey Experience 2002 - 2007
Job Vice President at Mutual of America Capital Management
Industry Investment Management
Experience
Mutual of America Capital Management November 2007 - Present
RogersCasey 2002 - 2007
CRA RogersCasey 2000 - 2006
Dahab Associates 1993 - 2000
Skills
Investment Strategies, Asset Allocation, Mutual Funds, Fixed Income, Asset Management, Pensions, Equities, Investments, Portfolio Management, Endowments, Institutional, Investment Advisory, 401k, Defined Benefit, Series 7, Alternative Investments, Hedge Funds, Financial Markets, Series 63, Investment Management
Education
Brandeis University 1976 — 1981
BA, English, Economics
Watertown High School 1973 — 1976
Mutual of America Capital Management November 2007 - Present
RogersCasey 2002 - 2007
CRA RogersCasey 2000 - 2006
Dahab Associates 1993 - 2000
Skills
Investment Strategies, Asset Allocation, Mutual Funds, Fixed Income, Asset Management, Pensions, Equities, Investments, Portfolio Management, Endowments, Institutional, Investment Advisory, 401k, Defined Benefit, Series 7, Alternative Investments, Hedge Funds, Financial Markets, Series 63, Investment Management
Education
Brandeis University 1976 — 1981
BA, English, Economics
Watertown High School 1973 — 1976
Nels Fugelsang's RogersCasey Experience 1996 - 1997
Job Millburn Ridgefield Corporation
Industry Investment Management
Experience
Millburn Ridgefield Corporation 2001 - Present
Optional Knowledge 1997 - 1999
RogersCasey 1996 - 1997
Schlumberger 1993 - 1995
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Allocation, Asset Management, Wealth Management, Funding, Series 7, CIMA, Spanish-speaking, Latin American Business, European Markets, RIAs, Broker-Dealer, Family Office, Sales, Marketing, Business Development, Bonds, Relationship Management, Financial Advisory, Finance, Private Equity, Investment Strategies, Equities, Investment Management, Portfolio Management, Venture Capital, ETFs, Fund Of Funds, Securities, Investment Advisory, Mutual Funds, Bloomberg, Derivatives, Institutional...
Education
Hamilton College 1990 — 1993
Millburn Ridgefield Corporation 2001 - Present
Optional Knowledge 1997 - 1999
RogersCasey 1996 - 1997
Schlumberger 1993 - 1995
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Allocation, Asset Management, Wealth Management, Funding, Series 7, CIMA, Spanish-speaking, Latin American Business, European Markets, RIAs, Broker-Dealer, Family Office, Sales, Marketing, Business Development, Bonds, Relationship Management, Financial Advisory, Finance, Private Equity, Investment Strategies, Equities, Investment Management, Portfolio Management, Venture Capital, ETFs, Fund Of Funds, Securities, Investment Advisory, Mutual Funds, Bloomberg, Derivatives, Institutional...
Education
Hamilton College 1990 — 1993
Andrew Marquart's RogersCasey Experience October 2007 - April 2010
Job Lead Financial Officer PB HQ, BMO Private Bank at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group - Wealth Management US May 2015 - Present
BMO Financial Group - Wealth Management US September 2013 - May 2015
BMO Private Bank April 2010 - August 2013
RogersCasey October 2007 - April 2010
Education
Loyola University Chicago 2005 — 2009
B.B.A., Finance, Marketing
BMO Financial Group - Wealth Management US May 2015 - Present
BMO Financial Group - Wealth Management US September 2013 - May 2015
BMO Private Bank April 2010 - August 2013
RogersCasey October 2007 - April 2010
Education
Loyola University Chicago 2005 — 2009
B.B.A., Finance, Marketing
Nathan Churchill's RogersCasey Experience September 1998 - May 2000
Job Investment Management Professional
Industry Investment Management
Experience
Millennium Partners June 2009 - April 2010
Axiom International Investors March 2004 - August 2008
Sidoti & Company, LLC June 2000 - February 2004
RogersCasey September 1998 - May 2000
Education
University of Massachusetts, Amherst
BBA, Finance
Millennium Partners June 2009 - April 2010
Axiom International Investors March 2004 - August 2008
Sidoti & Company, LLC June 2000 - February 2004
RogersCasey September 1998 - May 2000
Education
University of Massachusetts, Amherst
BBA, Finance
Claire Shaughnessy, CFA's RogersCasey Experience October 2000 - December 2009
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Adam Farstrup's RogersCasey Experience December 2005 - May 2007
Job Head of MultiAsset Product, Americas at Schroders
Industry Investment Management
Experience
Schroders January 2014 - Present
Schroders June 2007 - May 2014
RogersCasey December 2005 - May 2007
RogersCasey June 1997 - May 2007
Skills
Investment Management, Equities, Capital Markets, Portfolio Management, Financial Markets, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Bloomberg, Asset Management, Financial Services, Fixed Income, Asset Managment, Fund Of Funds
Education
Muhlenberg College 1993 — 1997
AB, Economics
Schroders January 2014 - Present
Schroders June 2007 - May 2014
RogersCasey December 2005 - May 2007
RogersCasey June 1997 - May 2007
Skills
Investment Management, Equities, Capital Markets, Portfolio Management, Financial Markets, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Bloomberg, Asset Management, Financial Services, Fixed Income, Asset Managment, Fund Of Funds
Education
Muhlenberg College 1993 — 1997
AB, Economics
Marc Procek's RogersCasey Experience July 1998 - Present
Job Managing Director at Rogerscasey
Industry Financial Services
Experience
Rogerscasey July 1998 - Present
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management, Equities, Investments, Fixed Income
Education
College of the Holy Cross 1993 — 1997
BA, Economics/Accounting
Rogerscasey July 1998 - Present
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management, Equities, Investments, Fixed Income
Education
College of the Holy Cross 1993 — 1997
BA, Economics/Accounting
Amy Orr's RogersCasey Experience January 2008 - January 2011
Job Director, Capital Deployment at The F.B. Heron Foundation
Industry Philanthropy
Experience
The F.B. Heron Foundation August 2013 - Present
The New School September 2011 - July 2013
The New School June 2011 - June 2013
Junta de Andalucía August 2010 - June 2011
RogersCasey January 2008 - January 2011
RogersCasey October 2006 - January 2008
Skills
Investment Strategies, Research, Equities, Asset Allocation, Investments, Due Diligence, Qualitative Research, Bloomberg, Microsoft Excel, International..., International Public..., Economic Development, Trade Policy, Policy Analysis, Agricultural Economics, Agricultural Policy, Quantitative Analytics, Consulting, International Relations, Spanish
Education
New School University 2011 — 2013
Master of Science, International Affairs, Development
Portland State University - School of Business 2001 — 2006
Bachelor of Arts, Business Finance
The F.B. Heron Foundation August 2013 - Present
The New School September 2011 - July 2013
The New School June 2011 - June 2013
Junta de Andalucía August 2010 - June 2011
RogersCasey January 2008 - January 2011
RogersCasey October 2006 - January 2008
Skills
Investment Strategies, Research, Equities, Asset Allocation, Investments, Due Diligence, Qualitative Research, Bloomberg, Microsoft Excel, International..., International Public..., Economic Development, Trade Policy, Policy Analysis, Agricultural Economics, Agricultural Policy, Quantitative Analytics, Consulting, International Relations, Spanish
Education
New School University 2011 — 2013
Master of Science, International Affairs, Development
Portland State University - School of Business 2001 — 2006
Bachelor of Arts, Business Finance
Venita Olson's RogersCasey Experience 1994 - 2002
Job Adjunct Professor School of Business, Finance at College of Charleston
Industry Financial Services
Experience
College of Charleston August 2013 - Present
Retired Institutional Investment Management Professional 2009 - Present
College of Charleston August 2013 - August 2014
Working In Support of Education January 2012 - December 2012
AllianceBernstein March 2003 - December 2008
RogersCasey 1994 - 2002
Morgan Stanley 1989 - 1991
JP Morgan Investment Management 1984 - 1989
Towers Perrin 1981 - 1984
Skills
Investment Strategies, Asset Managment, Investment Management, Investments, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
Graduate studies in MBA program
Ripon College
Mathematics
University of Southern Mississippi
Bachelor of Science (BS); Master of Science (MS), Mathematics
College of Charleston August 2013 - Present
Retired Institutional Investment Management Professional 2009 - Present
College of Charleston August 2013 - August 2014
Working In Support of Education January 2012 - December 2012
AllianceBernstein March 2003 - December 2008
RogersCasey 1994 - 2002
Morgan Stanley 1989 - 1991
JP Morgan Investment Management 1984 - 1989
Towers Perrin 1981 - 1984
Skills
Investment Strategies, Asset Managment, Investment Management, Investments, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business
Graduate studies in MBA program
Ripon College
Mathematics
University of Southern Mississippi
Bachelor of Science (BS); Master of Science (MS), Mathematics
Elizabeth Coley's RogersCasey Experience June 1992 - July 1994
Job Senior Credit Analyst, Corporate Credit Research at Genworth Financial
Industry Investment Management
Experience
Genworth Financial October 2011 - Present
Allianz of America July 2005 - May 2011
Allianz of America, Inc. February 2001 - July 2005
GE Asset Management July 2000 - February 2001
GE Asset Management July 1999 - July 2000
GE Asset Management June 1995 - June 1999
The Chase Manhattan Bank August 1994 - June 1995
RogersCasey June 1992 - July 1994
Skills
Consumer Products, Food & Beverage, Consumer Services, Fixed Income, Equities, Bonds, Investment Management, Trading, Credit Analysis, Investments, Asset Managment, Financial Analysis, Financial Services, Credit, Project Management
Education
Fairfield University
MBA, Finance
Loyola University Maryland 1988 — 1992
BBA, Business Management
Genworth Financial October 2011 - Present
Allianz of America July 2005 - May 2011
Allianz of America, Inc. February 2001 - July 2005
GE Asset Management July 2000 - February 2001
GE Asset Management July 1999 - July 2000
GE Asset Management June 1995 - June 1999
The Chase Manhattan Bank August 1994 - June 1995
RogersCasey June 1992 - July 1994
Skills
Consumer Products, Food & Beverage, Consumer Services, Fixed Income, Equities, Bonds, Investment Management, Trading, Credit Analysis, Investments, Asset Managment, Financial Analysis, Financial Services, Credit, Project Management
Education
Fairfield University
MBA, Finance
Loyola University Maryland 1988 — 1992
BBA, Business Management
Allyson Pergamo's RogersCasey Experience 2001 - 2005
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
RogersCasey 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Leadership & Change Management
Fairfield University 1997 — 2001
BS, Finance
Morgan Stanley October 2005 - Present
RogersCasey 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Leadership & Change Management
Fairfield University 1997 — 2001
BS, Finance
Bill Camelio's RogersCasey Experience November 2010 - December 2014
Job Investment Strategist at Yale New Haven Health System
Industry Financial Services
Experience
Yale New Haven Health System December 2014 - Present
RogersCasey November 2010 - December 2014
RogersCasey November 2007 - November 2010
Prudential Financial September 2005 - August 2007
Prudential January 2004 - April 2005
Electric Insurance Co June 2002 - January 2004
Skills
Investments, Pensions, Due Diligence, Research, Customer Relations, Asset Allocation, Analysis, Asset Management, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northeastern University 2011 — 2013
MBA, Finance, General
Merrimack College 1997 — 2002
Bachelor, Finance
Yale New Haven Health System December 2014 - Present
RogersCasey November 2010 - December 2014
RogersCasey November 2007 - November 2010
Prudential Financial September 2005 - August 2007
Prudential January 2004 - April 2005
Electric Insurance Co June 2002 - January 2004
Skills
Investments, Pensions, Due Diligence, Research, Customer Relations, Asset Allocation, Analysis, Asset Management, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northeastern University 2011 — 2013
MBA, Finance, General
Merrimack College 1997 — 2002
Bachelor, Finance
Patrick Mulvey's RogersCasey Experience September 2007 - April 2010
Job Director of Investment Platforms at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners June 2010 - Present
RogersCasey September 2007 - April 2010
Education
Fordham University 1975 — 1979
BS, Finance
Dynasty Financial Partners June 2010 - Present
RogersCasey September 2007 - April 2010
Education
Fordham University 1975 — 1979
BS, Finance
Sandie Schulz's RogersCasey Experience 1996 - 1998
Job Executive Assistant to Katherine C. Harper, SVP & CFO at Tronox
Industry Mining & Metals
Experience
Tronox August 2013 - Present
Tronox August 2012 - August 2013
Daedalian Holdings, LLC January 2010 - August 2012
GHMC 2003 - 2009
RogersCasey 1996 - 1998
Skills
Customer Service, New Business Development, Event Planning, Office Administration, Executive...
Education
Fairfield University
Bachelor of Science (BS), Marketing
Tronox August 2013 - Present
Tronox August 2012 - August 2013
Daedalian Holdings, LLC January 2010 - August 2012
GHMC 2003 - 2009
RogersCasey 1996 - 1998
Skills
Customer Service, New Business Development, Event Planning, Office Administration, Executive...
Education
Fairfield University
Bachelor of Science (BS), Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY