Rothschild Asset Management
Industry: Company
DescriptionFounded: 1982 Parent organization: Rothschild North America Inc.
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Rothschild Asset Management Employees
Employee
Years
Job
Industry
Yanitzie LiCausi Yanitzie LiCausi's Rothschild Asset Management Experience June 2015 - August 2015
Job Executive Assistant at New York Eye and Ear Infirmary of Mt. Sinai
Industry Hospital & Health Care
Experience
The New York Eye and Ear Infirmary of Mt. Sinai November 2010 - Present
Rothschild Asset Management June 2015 - August 2015
Rothschild Asset Management September 2010 - November 2010
Hudson Bay Capital Management LP March 2007 - June 2010
Cooper Gay Steele - North America April 2006 - March 2007
Cooper Gay Steele - North America January 2005 - April 2006
Skills
Healthcare Management, Healthcare, Executive Level Support, Executive Travel, Heavy Calendar Managment, Gatekeeping, PA Skills, Event Planning, Handle Confidential..., Multi-task & Handle..., Interact with All..., Hospitals, Nonprofits, Medical Records, EMR, HIPAA, Revenue Cycle, Medicare, Executive Development, Medical Terminology, Meditech, PA skills, Outlook, Microsoft Excel, Customer Service, Administration, PowerPoint, Data Entry, Microsoft Office, Administrative..., Office Management
Education
University of Phoenix 2014 — 2018
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Queensborough Community College 2000 — 2001
Psychology/Liberal Arts
The New York Eye and Ear Infirmary of Mt. Sinai November 2010 - Present
Rothschild Asset Management June 2015 - August 2015
Rothschild Asset Management September 2010 - November 2010
Hudson Bay Capital Management LP March 2007 - June 2010
Cooper Gay Steele - North America April 2006 - March 2007
Cooper Gay Steele - North America January 2005 - April 2006
Skills
Healthcare Management, Healthcare, Executive Level Support, Executive Travel, Heavy Calendar Managment, Gatekeeping, PA Skills, Event Planning, Handle Confidential..., Multi-task & Handle..., Interact with All..., Hospitals, Nonprofits, Medical Records, EMR, HIPAA, Revenue Cycle, Medicare, Executive Development, Medical Terminology, Meditech, PA skills, Outlook, Microsoft Excel, Customer Service, Administration, PowerPoint, Data Entry, Microsoft Office, Administrative..., Office Management
Education
University of Phoenix 2014 — 2018
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Queensborough Community College 2000 — 2001
Psychology/Liberal Arts
Craig McEldowney Craig McEldowney's Rothschild Asset Management Experience May 1998 - August 1998
Job Senior High Performance Drupal/Node Developer / Strategist
Industry Think Tanks
Experience
Crifkin Amalgamated LLC. January 2013 - Present
BuddhaBazooka January 2011 - January 2013
Handbago November 2010 - January 2012
DPCI October 2001 - February 2011
Obama for America 2008 - 2008
The Public Theater 2006 - 2006
I.M.A.G.E. Inc May 1999 - February 2001
Rothschild Asset Management May 1998 - August 1998
Database and LAN Solutions June 1995 - August 1997
Skills
Drupal, Amazon Web Services..., EC2, Amazon Cloud, High Performance..., Strategic Consulting, Infrastructure, DevOps, SQL, Varnish, Reverse Proxy, Memcached, PHP, APC, Opscode Chef, System Deployment, CMS, Subversion, jQuery, XHTML, MySQL, Web Applications, Web Development, Content Management, Programming, Open Source, LAMP, Integration, Git, MongoDB, Linux, REST, Ubuntu, JIRA, Web Content Management
Education
University of Michigan 1995 — 2000
BS/BFA, Computer Science/Music
Thomas Jefferson High School for Science & Technology 1991 — 1995
Crifkin Amalgamated LLC. January 2013 - Present
BuddhaBazooka January 2011 - January 2013
Handbago November 2010 - January 2012
DPCI October 2001 - February 2011
Obama for America 2008 - 2008
The Public Theater 2006 - 2006
I.M.A.G.E. Inc May 1999 - February 2001
Rothschild Asset Management May 1998 - August 1998
Database and LAN Solutions June 1995 - August 1997
Skills
Drupal, Amazon Web Services..., EC2, Amazon Cloud, High Performance..., Strategic Consulting, Infrastructure, DevOps, SQL, Varnish, Reverse Proxy, Memcached, PHP, APC, Opscode Chef, System Deployment, CMS, Subversion, jQuery, XHTML, MySQL, Web Applications, Web Development, Content Management, Programming, Open Source, LAMP, Integration, Git, MongoDB, Linux, REST, Ubuntu, JIRA, Web Content Management
Education
University of Michigan 1995 — 2000
BS/BFA, Computer Science/Music
Thomas Jefferson High School for Science & Technology 1991 — 1995
Emily Golenberg's Rothschild Asset Management Experience July 1997 - July 1998
Job Director at KPMG LLP
Industry Hospital & Health Care
Experience
KPMG September 2013 - Present
KPMG Advisory February 2010 - September 2013
Circle Partnership June 2009 - January 2010
Circle Partnership August 2005 - June 2009
Ogilvy & Mather July 1998 - July 2003
Rothschild Asset Management July 1997 - July 1998
Skills
Business Development, Strategy, Management Consulting, Due Diligence, Project Management, Stakeholder Management, Finance, Healthcare, Change Management, Business Transformation, Mergers & Acquisitions, Management, Business Planning, Business Process..., Program Management, Acquisition Integration, Financial Modeling, Brand Architecture, Business Strategy
Education
London Business School 2003 — 2005
MBA
The Coaches Training Institute
University of Pennsylvania
BA
KPMG September 2013 - Present
KPMG Advisory February 2010 - September 2013
Circle Partnership June 2009 - January 2010
Circle Partnership August 2005 - June 2009
Ogilvy & Mather July 1998 - July 2003
Rothschild Asset Management July 1997 - July 1998
Skills
Business Development, Strategy, Management Consulting, Due Diligence, Project Management, Stakeholder Management, Finance, Healthcare, Change Management, Business Transformation, Mergers & Acquisitions, Management, Business Planning, Business Process..., Program Management, Acquisition Integration, Financial Modeling, Brand Architecture, Business Strategy
Education
London Business School 2003 — 2005
MBA
The Coaches Training Institute
University of Pennsylvania
BA
William Grau William Grau's Rothschild Asset Management Experience April 2008 - May 2012
Job Head of Institutional Marketing at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2015 - Present
William E. Grau May 2012 - Present
Rothschild Asset Management April 2008 - May 2012
William E. Grau November 2006 - April 2008
Deutsche Asset Management April 2000 - October 2006
The Chase Manhattan Bank February 1992 - January 2000
The Grau Group September 1989 - February 1992
Prudential June 1977 - October 1989
Skills
Asset Managment, Investment Management, Marketing Strategy, Marketing, Mutual Funds, Series 7, Series 63, Asset Management, Private Banking, Investments, Business Development, Management, Product Marketing, Strategy, Advertising, Financial Services, Hedge Funds, Portfolio Management
Education
New York University 2004 — 2008
Certiticate, Arts Administration
Rutgers, The State University of New Jersey-Newark 1980 — 1985
MBA, Marketing
Seton Hall University 1974 — 1978
BA, Communications/English
Allianz Global Investors September 2015 - Present
William E. Grau May 2012 - Present
Rothschild Asset Management April 2008 - May 2012
William E. Grau November 2006 - April 2008
Deutsche Asset Management April 2000 - October 2006
The Chase Manhattan Bank February 1992 - January 2000
The Grau Group September 1989 - February 1992
Prudential June 1977 - October 1989
Skills
Asset Managment, Investment Management, Marketing Strategy, Marketing, Mutual Funds, Series 7, Series 63, Asset Management, Private Banking, Investments, Business Development, Management, Product Marketing, Strategy, Advertising, Financial Services, Hedge Funds, Portfolio Management
Education
New York University 2004 — 2008
Certiticate, Arts Administration
Rutgers, The State University of New Jersey-Newark 1980 — 1985
MBA, Marketing
Seton Hall University 1974 — 1978
BA, Communications/English
Giles Marshall, CIMA Giles Marshall, CIMA's Rothschild Asset Management Experience December 1989 - May 1998
Job Vice President, Portfolio Manager at Fiduciary Trust Company of Canada
Industry Investment Management
Experience
Fiduciary Trust Company of Canada January 2004 - Present
Laketon Investment Management August 2001 - January 2004
Schroder Investment Management May 1998 - August 2001
Rothschild Asset Management December 1989 - May 1998
Skills
Portfolio Management, Private Wealth..., Wealth Management..., Investment Strategies, Investment Management, Investments, Capital Markets, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Financial Planning, Financial Services, Securities, Fixed Income, Retirement Planning, Financial Advisory, Hedge Funds
Education
The University of Manchester 1982 — 1985
BSc., Management Sciences
Fiduciary Trust Company of Canada January 2004 - Present
Laketon Investment Management August 2001 - January 2004
Schroder Investment Management May 1998 - August 2001
Rothschild Asset Management December 1989 - May 1998
Skills
Portfolio Management, Private Wealth..., Wealth Management..., Investment Strategies, Investment Management, Investments, Capital Markets, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Financial Planning, Financial Services, Securities, Fixed Income, Retirement Planning, Financial Advisory, Hedge Funds
Education
The University of Manchester 1982 — 1985
BSc., Management Sciences
Joseph Gill Joseph Gill's Rothschild Asset Management Experience July 2015 - Present
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
Diana I. Diaz Diana I. Diaz's Rothschild Asset Management Experience January 2007 - June 2009
Job Proposal Manager at Visionary Integration Professionals (VIP)
Industry Marketing and Advertising
Experience
Visionary Integration Professionals (VIP) January 2013 - Present
Independent Contractor July 2012 - January 2013
Benjamin Enterprises, Inc. February 2012 - July 2012
SOS Security Incorporated November 2009 - February 2012
Rothschild Asset Management January 2007 - June 2009
Pzena Investment Management 2006 - 2007
Schroder Investment Management North America Inc 2004 - 2006
Skills
RFP Administration, Government Contracts, Marketing Communications, Marketing Operations, New Business Development, Government Contracting, Government Procurement, RFP/Proposal Writer, PMAPs, Microsoft Office, RFP, Budgets, Analysis, Proposal Writing, Business Development, Strategy, CRM, Marketing, Sales, Negotiation, Team Leadership, Operations Management, Contract Negotiation, Management, Leadership, Social Media, Program Management, Strategic Planning, Training, Lead Generation, Research, Project Management, Team Building, Process Improvement, Government
Education
Marist College
Bachelor of Science (BS), Organizational Leadership & Communication, Junior
Visionary Integration Professionals (VIP) January 2013 - Present
Independent Contractor July 2012 - January 2013
Benjamin Enterprises, Inc. February 2012 - July 2012
SOS Security Incorporated November 2009 - February 2012
Rothschild Asset Management January 2007 - June 2009
Pzena Investment Management 2006 - 2007
Schroder Investment Management North America Inc 2004 - 2006
Skills
RFP Administration, Government Contracts, Marketing Communications, Marketing Operations, New Business Development, Government Contracting, Government Procurement, RFP/Proposal Writer, PMAPs, Microsoft Office, RFP, Budgets, Analysis, Proposal Writing, Business Development, Strategy, CRM, Marketing, Sales, Negotiation, Team Leadership, Operations Management, Contract Negotiation, Management, Leadership, Social Media, Program Management, Strategic Planning, Training, Lead Generation, Research, Project Management, Team Building, Process Improvement, Government
Education
Marist College
Bachelor of Science (BS), Organizational Leadership & Communication, Junior
Jen Kulp's Rothschild Asset Management Experience August 2015 - Present
Job Managing Director, Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management August 2015 - Present
Brinker Capital September 1995 - Present
Brinker Capital July 2012 - July 2015
Brinker Capital January 2005 - September 2012
Brinker Capital June 2000 - December 2004
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Securities, Asset Management, Wealth Management..., Equities, Investments, Series 63, Hedge Funds, Retirement Planning, 401k, FINRA, Uniform Combined State..., Fixed Income
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), English Literature & Communications
Rothschild Asset Management August 2015 - Present
Brinker Capital September 1995 - Present
Brinker Capital July 2012 - July 2015
Brinker Capital January 2005 - September 2012
Brinker Capital June 2000 - December 2004
Skills
Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Securities, Asset Management, Wealth Management..., Equities, Investments, Series 63, Hedge Funds, Retirement Planning, 401k, FINRA, Uniform Combined State..., Fixed Income
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), English Literature & Communications
Tobi McGrory, MBA Tobi McGrory, MBA's Rothschild Asset Management Experience 2001 - 2001
Job Product, Marketing & Communications Executive
Industry Financial Services
Experience
IA Clarington Investments 2013 - Present
McGrory Consulting July 2013 - October 2013
International Financial Data Services August 2010 - October 2012
McGrory Consulting 2010 - 2010
BMO Financial Group 2006 - 2009
BMO Mutual Funds 2001 - 2006
Rothschild Asset Management 2001 - 2001
Global Strategy Financial Inc. 1993 - 2000
MD Management Ltd 1991 - 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Team Leadership, Strategic Partnerships, Business Planning, Product Management, Market Intelligence, Customer Experience, Marketing Communications, Product Development, Management, Program Development, Department Start-ups, Stakeholder Engagement, Portfolio Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Risk Management, Business Development, Executive Management, Investments, Start-ups, Relationship Management, Marketing, Team Building, CRM
Education
Dalhousie University 2003 — 2007
MBA, Financial Services
ICB 2003 — 2005
FICB - Fellow of the Institute of Canadian Bankers, Banking
Bishop's University 1988 — 1991
B.A., Political Economy
CEGEP - John Abbott College
IA Clarington Investments 2013 - Present
McGrory Consulting July 2013 - October 2013
International Financial Data Services August 2010 - October 2012
McGrory Consulting 2010 - 2010
BMO Financial Group 2006 - 2009
BMO Mutual Funds 2001 - 2006
Rothschild Asset Management 2001 - 2001
Global Strategy Financial Inc. 1993 - 2000
MD Management Ltd 1991 - 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Team Leadership, Strategic Partnerships, Business Planning, Product Management, Market Intelligence, Customer Experience, Marketing Communications, Product Development, Management, Program Development, Department Start-ups, Stakeholder Engagement, Portfolio Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Risk Management, Business Development, Executive Management, Investments, Start-ups, Relationship Management, Marketing, Team Building, CRM
Education
Dalhousie University 2003 — 2007
MBA, Financial Services
ICB 2003 — 2005
FICB - Fellow of the Institute of Canadian Bankers, Banking
Bishop's University 1988 — 1991
B.A., Political Economy
CEGEP - John Abbott College
Ben Laidler Ben Laidler's Rothschild Asset Management Experience 1994 - 2000
Job Global Equity Strategist & Head of Americas Research at HSBC
Industry Investment Banking
Experience
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
Don McLoughlin, CFA Don McLoughlin, CFA's Rothschild Asset Management Experience January 1993 - April 2006
Job Building and Managing Alpha Generating Equity Strategies with Seamless Integration to Front/Back Office Operations.
Industry Investment Management
Experience
Quantis Capital Management, LLC May 2006 - Present
Rothschild Asset Management January 1993 - April 2006
Rothschild Inc. April 1983 - January 1993
Skills
Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Options, Pension Funds, Trading Systems, VB.NET, C#, SQL Server, Equities, Investments, Investment Strategies, Derivatives, Quantitative Analysis, Asset Managment, Bonds, Risk Management, Investment Management
Education
Fordham University
BA, History/International Politics
Iona College
MBA, Finance
Quantis Capital Management, LLC May 2006 - Present
Rothschild Asset Management January 1993 - April 2006
Rothschild Inc. April 1983 - January 1993
Skills
Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Options, Pension Funds, Trading Systems, VB.NET, C#, SQL Server, Equities, Investments, Investment Strategies, Derivatives, Quantitative Analysis, Asset Managment, Bonds, Risk Management, Investment Management
Education
Fordham University
BA, History/International Politics
Iona College
MBA, Finance
Steve Deroian's Rothschild Asset Management Experience September 2015 - Present
Job Senior Vice President North American Product Specialist Risk Based Investment Solutions at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Jolanta Paz Jolanta Paz's Rothschild Asset Management Experience 2011 - 2011
Job
Industry Accounting
Experience
Rothschild Asset Management 2011 - 2011
RNK Capital 2010 - 2011
Skills
Financial Modeling, Microsoft Excel, Access, Strategic Planning, Accounts Receivable, Microsoft Word, Project Finance
Education
The College of New Jersey 2009 — 2012
Bachelor's degree
University of Menendez Pelayo 2010 — 2010
International Study Abroad Program in Sevilla, Spain
Rothschild Asset Management 2011 - 2011
RNK Capital 2010 - 2011
Skills
Financial Modeling, Microsoft Excel, Access, Strategic Planning, Accounts Receivable, Microsoft Word, Project Finance
Education
The College of New Jersey 2009 — 2012
Bachelor's degree
University of Menendez Pelayo 2010 — 2010
International Study Abroad Program in Sevilla, Spain
Kenneth Ostrowski, J.D. Kenneth Ostrowski, J.D.'s Rothschild Asset Management Experience October 1996 - June 2000
Job Kenneth W. Ostrowski, Attorney at Law
Industry Law Practice
Experience
Kenneth W. Ostrowski September 2012 - Present
Sales Consultant April 2011 - August 2012
MAI Wealth Advisors, LLC May 2007 - March 2011
MayerCap, LLC May 2005 - March 2007
Verus Investment Management, Inc. June 2000 - December 2004
Rothschild Asset Management October 1996 - June 2000
KeyCorp June 1992 - October 1996
Skills
Hedge Funds, Asset Management, Investments, Corporate Law, Estate Planning
Education
University of Detroit Mercy School of Law
JD, Law
Wayne State University
BA, Psychology
Kenneth W. Ostrowski September 2012 - Present
Sales Consultant April 2011 - August 2012
MAI Wealth Advisors, LLC May 2007 - March 2011
MayerCap, LLC May 2005 - March 2007
Verus Investment Management, Inc. June 2000 - December 2004
Rothschild Asset Management October 1996 - June 2000
KeyCorp June 1992 - October 1996
Skills
Hedge Funds, Asset Management, Investments, Corporate Law, Estate Planning
Education
University of Detroit Mercy School of Law
JD, Law
Wayne State University
BA, Psychology
Andrew Bolton Andrew Bolton's Rothschild Asset Management Experience September 1998 - September 1999
Job CFA, MBA Director Client Services & Marketing
Industry Investment Management
Experience
Letko Brosseau & Associates March 2009 - Present
Merrill Lynch Investment Managers September 2001 - March 2003
Rothschild Asset Management September 1998 - September 1999
Celfin Capital January 1995 - September 1998
Skills
Asset Managment, Investments, Capital Markets, Portfolio Management, Equities, Financial Modeling, Wealth Management, Financial Analysis, Mutual Funds, Emerging Markets, Equity Research, SIPP, Pensions
Education
London Business School 1999 — 2001
MBA, MBA
Queen's University 1989 — 1994
BA Honours, Geography
Letko Brosseau & Associates March 2009 - Present
Merrill Lynch Investment Managers September 2001 - March 2003
Rothschild Asset Management September 1998 - September 1999
Celfin Capital January 1995 - September 1998
Skills
Asset Managment, Investments, Capital Markets, Portfolio Management, Equities, Financial Modeling, Wealth Management, Financial Analysis, Mutual Funds, Emerging Markets, Equity Research, SIPP, Pensions
Education
London Business School 1999 — 2001
MBA, MBA
Queen's University 1989 — 1994
BA Honours, Geography
Donald Curran Donald Curran's Rothschild Asset Management Experience April 1999 - August 1999
Job Senior Vice President at Eaton Partners, LLC
Industry Investment Management
Experience
Eaton Partners, LLC March 2014 - February 2015
TIG Advisors, LLC April 2012 - November 2013
Phoenix Investment Adviser LLC October 2010 - April 2012
Oppenheimer Capital - Nicholas-Applegate - NFJ - Allianz Global Capital, New York May 2002 - November 2009
INVESCO, New York, September 1999 - December 2001
Rothschild Asset Management April 1999 - August 1999
Cypress Asset Managment February 1996 - March 1999
Smith Barney Capital Management April 1989 - December 1995
SEI Corporation - New York November 1987 - April 1989
E.F. Hutton & Co. Inc. New York April 1985 - October 1987
Skills
Fixed Income, Investment Management, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Securities, Investment Banking, Bonds, Valuation, Wealth Management, Series 63, Series 7, Series 3
Education
Ohio Wesleyan University
Bachelor's Degree, Business/Managerial Economics
Eaton Partners, LLC March 2014 - February 2015
TIG Advisors, LLC April 2012 - November 2013
Phoenix Investment Adviser LLC October 2010 - April 2012
Oppenheimer Capital - Nicholas-Applegate - NFJ - Allianz Global Capital, New York May 2002 - November 2009
INVESCO, New York, September 1999 - December 2001
Rothschild Asset Management April 1999 - August 1999
Cypress Asset Managment February 1996 - March 1999
Smith Barney Capital Management April 1989 - December 1995
SEI Corporation - New York November 1987 - April 1989
E.F. Hutton & Co. Inc. New York April 1985 - October 1987
Skills
Fixed Income, Investment Management, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Securities, Investment Banking, Bonds, Valuation, Wealth Management, Series 63, Series 7, Series 3
Education
Ohio Wesleyan University
Bachelor's Degree, Business/Managerial Economics
Marissa Driscoll's Rothschild Asset Management Experience June 2013 - June 2014
Job
Industry Public Relations and Communications
Experience
Rothschild Asset Management June 2013 - June 2014
George Washington University August 2012 - May 2013
The White House May 2012 - August 2012
Peace Corps September 2011 - December 2011
Congresswoman Jan Schakowsky January 2011 - May 2011
The Silverman Group May 2010 - August 2010
Fensterheim and Bean PC October 2009 - May 2010
Skills
Social Media, Press Releases, Event Planning, Public Relations, Microsoft Office, Public Speaking, Marketing, Research, PowerPoint, Facebook, Media Relations, Social Media Marketing, Volunteer Management, Nonprofits, Microsoft Excel, Blogging, Event Management, Social Networking, Publicity, Non-profits, Salesforce.com, Concur, AP Style, Editing, Politics, Creative Writing, French, Social Media Outreach, Microsoft Word, WordPress, Outlook, Photoshop, Photography, Google Docs, Teamwork, Data Entry, Journalism
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.)
New York University - Florence, Italy 2012 — 2012
Evanston Township High School 2005 — 2009
Rothschild Asset Management June 2013 - June 2014
George Washington University August 2012 - May 2013
The White House May 2012 - August 2012
Peace Corps September 2011 - December 2011
Congresswoman Jan Schakowsky January 2011 - May 2011
The Silverman Group May 2010 - August 2010
Fensterheim and Bean PC October 2009 - May 2010
Skills
Social Media, Press Releases, Event Planning, Public Relations, Microsoft Office, Public Speaking, Marketing, Research, PowerPoint, Facebook, Media Relations, Social Media Marketing, Volunteer Management, Nonprofits, Microsoft Excel, Blogging, Event Management, Social Networking, Publicity, Non-profits, Salesforce.com, Concur, AP Style, Editing, Politics, Creative Writing, French, Social Media Outreach, Microsoft Word, WordPress, Outlook, Photoshop, Photography, Google Docs, Teamwork, Data Entry, Journalism
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.)
New York University - Florence, Italy 2012 — 2012
Evanston Township High School 2005 — 2009
Augusto T. Blanco (Gus) Augusto T. Blanco (Gus)'s Rothschild Asset Management Experience November 1992 - August 2010
Job Institutional Trader
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Rothschild Asset Management November 1992 - August 2010
Prudential Bache Securities August 1986 - October 1992
IBM September 1983 - August 1985
United Brands September 1982 - June 1983
Skills
Fluent in Spainish, Equities, Bloomberg, Hedge Funds, Equity Research, Fixed Income, TCA, Portfolio Management, Trading, Quantitative Analytics, Asset Management, ETFs, Alternative Investments, Investment Strategies, Derivatives, Capital Markets, Options, Trading Systems, Mutual Funds, Financial Markets, Equity Trading, Investments, Equity Derivatives, Investment Advisory, Wealth Management, Valuation, Series 63, FINRA, Electronic Trading, Securities, Bonds, Institutional..., Financial Services, Financial Analysis, Equity Valuation, Securities Lending, Financial Statement..., Trading Strategies, Equity Capital Markets, Corporate Finance, Swaps, Options Strategies, Investment Banking, Series 7
Education
Creighton University 2012 — 2013
Masters Security Analysis and Portfolio Management, 2012
Pace University - Lubin School of Business
Bachelors Business Administration, Accounting and Finance
Wells Fargo Advisors February 2014 - Present
Rothschild Asset Management November 1992 - August 2010
Prudential Bache Securities August 1986 - October 1992
IBM September 1983 - August 1985
United Brands September 1982 - June 1983
Skills
Fluent in Spainish, Equities, Bloomberg, Hedge Funds, Equity Research, Fixed Income, TCA, Portfolio Management, Trading, Quantitative Analytics, Asset Management, ETFs, Alternative Investments, Investment Strategies, Derivatives, Capital Markets, Options, Trading Systems, Mutual Funds, Financial Markets, Equity Trading, Investments, Equity Derivatives, Investment Advisory, Wealth Management, Valuation, Series 63, FINRA, Electronic Trading, Securities, Bonds, Institutional..., Financial Services, Financial Analysis, Equity Valuation, Securities Lending, Financial Statement..., Trading Strategies, Equity Capital Markets, Corporate Finance, Swaps, Options Strategies, Investment Banking, Series 7
Education
Creighton University 2012 — 2013
Masters Security Analysis and Portfolio Management, 2012
Pace University - Lubin School of Business
Bachelors Business Administration, Accounting and Finance
Chris Huculiak's Rothschild Asset Management Experience April 2008 - November 2011
Job Marketing/Client Service
Industry Financial Services
Experience
Western Asset Management April 2015 - Present
Prudential Fixed Income November 2014 - March 2015
Lazard Asset Management 2013 - 2013
Rothschild Asset Management April 2008 - November 2011
Skills
Marketing, Sales, Bloomberg, Hedge Funds, Portfolio Management, Marketing Communications, Investment Management, Alternative Investments, Fund Of Funds, Investments, Financial Services, Asset Management, Equities, Fixed Income, Due Diligence, Private Equity, Investment Banking, Asset Allocation, Mutual Funds, Investment Strategies, Finance, Securities, Financial Markets, Client Services
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Western Asset Management April 2015 - Present
Prudential Fixed Income November 2014 - March 2015
Lazard Asset Management 2013 - 2013
Rothschild Asset Management April 2008 - November 2011
Skills
Marketing, Sales, Bloomberg, Hedge Funds, Portfolio Management, Marketing Communications, Investment Management, Alternative Investments, Fund Of Funds, Investments, Financial Services, Asset Management, Equities, Fixed Income, Due Diligence, Private Equity, Investment Banking, Asset Allocation, Mutual Funds, Investment Strategies, Finance, Securities, Financial Markets, Client Services
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Jan Barker Jan Barker's Rothschild Asset Management Experience May 1985 - February 1987
Job Writer/ Editor/ Proofreader
Industry Publishing
Experience
Freelance January 2005 - Present
Rothschild Asset Management May 1985 - February 1987
Criterion Capital Management May 1980 - May 1985
Skills
Editing, Project Management, Books, Creative Writing, Social Media, Feature Articles, Publications, Marketing Copy, Newsletters, Magazines, Writing, Media Relations, Public Relations, Storytelling, Line Editing, Rewriting, MLA style, Non-fiction, Fiction, Literature, Online Publishing, Proofreading, Freelance Writing
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Arts (B.A.), Economics
Freelance January 2005 - Present
Rothschild Asset Management May 1985 - February 1987
Criterion Capital Management May 1980 - May 1985
Skills
Editing, Project Management, Books, Creative Writing, Social Media, Feature Articles, Publications, Marketing Copy, Newsletters, Magazines, Writing, Media Relations, Public Relations, Storytelling, Line Editing, Rewriting, MLA style, Non-fiction, Fiction, Literature, Online Publishing, Proofreading, Freelance Writing
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Arts (B.A.), Economics
Peter Draper's Rothschild Asset Management Experience 1992 - 1993
Job Practice Director at Kronos
Industry Computer Software
Experience
Kronos February 2008 - Present
Kronos June 2004 - January 2008
Kronos June 2002 - May 2004
Invisic 1996 - 2001
Telstra Technologies 1993 - 1996
Rothschild Asset Management 1992 - 1993
SEMA Group Pty Ltd 1987 - 1990
Skills
Professional Services, SaaS, Enterprise Software, Business Analysis, Business Intelligence, Integration, Software Implementation, Cloud Computing, ERP, Team Leadership, Vendor Management, Proposals and Business..., Creative Problem Solving, Employee Management, Employee Learning &..., Strategic IT Consulting, Methodology development
Education
University of Bath 1983 — 1986
BSc, Economics
Kronos February 2008 - Present
Kronos June 2004 - January 2008
Kronos June 2002 - May 2004
Invisic 1996 - 2001
Telstra Technologies 1993 - 1996
Rothschild Asset Management 1992 - 1993
SEMA Group Pty Ltd 1987 - 1990
Skills
Professional Services, SaaS, Enterprise Software, Business Analysis, Business Intelligence, Integration, Software Implementation, Cloud Computing, ERP, Team Leadership, Vendor Management, Proposals and Business..., Creative Problem Solving, Employee Management, Employee Learning &..., Strategic IT Consulting, Methodology development
Education
University of Bath 1983 — 1986
BSc, Economics
Samvel Kasyan Samvel Kasyan's Rothschild Asset Management Experience 2009 - 2009
Job Energy Markets Analyst
Industry Oil & Energy
Experience
Churchill Holdings January 2015 - July 2015
SPK Capital June 2013 - June 2014
Mechel North America December 2009 - August 2012
Rothschild Asset Management 2009 - 2009
Skills
Corporate Finance, Investments, Accounting, Equities, Managerial Finance, Equity Valuation, Equity Research, Economics, Business Valuation, Financial Accounting, DCF Valuation, Bloomberg, Investment Management, Project Finance, Business Planning, Venture Capital, Asset Management, US GAAP, Private Equity, DCF, Mining, M&A experience, Management Consulting, Banking, Analysis, Internal Audit, Mergers & Acquisitions, Mergers
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Kennesaw State University - Michael J. Coles College of Business 2008 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Oglethorpe University 2007 — 2008
Business/Managerial Economics
Churchill Holdings January 2015 - July 2015
SPK Capital June 2013 - June 2014
Mechel North America December 2009 - August 2012
Rothschild Asset Management 2009 - 2009
Skills
Corporate Finance, Investments, Accounting, Equities, Managerial Finance, Equity Valuation, Equity Research, Economics, Business Valuation, Financial Accounting, DCF Valuation, Bloomberg, Investment Management, Project Finance, Business Planning, Venture Capital, Asset Management, US GAAP, Private Equity, DCF, Mining, M&A experience, Management Consulting, Banking, Analysis, Internal Audit, Mergers & Acquisitions, Mergers
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Kennesaw State University - Michael J. Coles College of Business 2008 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Oglethorpe University 2007 — 2008
Business/Managerial Economics
Mark F. Degenhart, Sr. Mark F. Degenhart, Sr.'s Rothschild Asset Management Experience April 2006 - January 2012
Job Senior Investment Advisor at Christian Brothers Investment Services
Industry Investment Management
Experience
Christian Brothers Investment Services December 2013 - Present
University of Scranton - Endowment Investment Committee April 2006 - Present
Northwestern Mutual February 2013 - June 2013
Rothschild Asset Management April 2006 - January 2012
Oppenheimer Capital January 1999 - March 2006
Palisade Capital Management August 1993 - December 1998
Cazenove February 1990 - August 1993
Argus Research October 1986 - February 1990
Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...
Education
University of Scranton 1981 — 1985
BS, Marketing
Christian Brothers Investment Services December 2013 - Present
University of Scranton - Endowment Investment Committee April 2006 - Present
Northwestern Mutual February 2013 - June 2013
Rothschild Asset Management April 2006 - January 2012
Oppenheimer Capital January 1999 - March 2006
Palisade Capital Management August 1993 - December 1998
Cazenove February 1990 - August 1993
Argus Research October 1986 - February 1990
Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...
Education
University of Scranton 1981 — 1985
BS, Marketing
Michael Tamasco Michael Tamasco's Rothschild Asset Management Experience January 2014 - Present
Job at
Industry Investment Management
Experience
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Chris Meier Chris Meier's Rothschild Asset Management Experience May 2015 - Present
Job Associate at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management May 2015 - Present
Rothschild Asset Management September 2013 - May 2015
IBM July 2011 - September 2013
IBM May 2010 - February 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Analysis, Data Analysis, Valuation, Risk Management, Portfolio Management, Leadership
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Finance
Bond University 2010 — 2010
Finance
Rothschild Asset Management May 2015 - Present
Rothschild Asset Management September 2013 - May 2015
IBM July 2011 - September 2013
IBM May 2010 - February 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Analysis, Data Analysis, Valuation, Risk Management, Portfolio Management, Leadership
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Finance
Bond University 2010 — 2010
Finance
Shakil Riaz Shakil Riaz's Rothschild Asset Management Experience April 2015 - Present
Job Head of US Alternative Portfolio Management and Global CIO at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management April 2015 - Present
Arden Asset Management July 2009 - March 2015
J.P. Morgan Chase 1976 - June 2009
Education
Duke Fuqua School of Business 1974 — 1976
MBA, Graduate Fellowship
Princeton University 1970 — 1974
Bachelor of Science, Aerospace and Mechanical Engineering, magna cum-laude
Rothschild Asset Management April 2015 - Present
Arden Asset Management July 2009 - March 2015
J.P. Morgan Chase 1976 - June 2009
Education
Duke Fuqua School of Business 1974 — 1976
MBA, Graduate Fellowship
Princeton University 1970 — 1974
Bachelor of Science, Aerospace and Mechanical Engineering, magna cum-laude
Steve Wasserman's Rothschild Asset Management Experience April 1995 - May 1998
Job Director at Guggenheim Partners
Industry Investment Management
Experience
Rothschild Asset Management Inc. August 2000 - February 2009
Mitchell Hutchins Asset Management November 1999 - August 2000
IBJ Whitehall Asset Management March 1999 - November 1999
Rothschild Asset Management April 1995 - May 1998
The Copeland Companies May 1989 - April 1995
Daiwa Capital Management July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange February 1984 - July 1986
Drexel Burnham Lambert July 1981 - February 1984
Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...
Education
Pace University 1982 — 1985
MBA
SUNY at Albany 1977 — 1981
BS
Spring Valley Senior High School 1974 — 1977
Rothschild Asset Management Inc. August 2000 - February 2009
Mitchell Hutchins Asset Management November 1999 - August 2000
IBJ Whitehall Asset Management March 1999 - November 1999
Rothschild Asset Management April 1995 - May 1998
The Copeland Companies May 1989 - April 1995
Daiwa Capital Management July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange February 1984 - July 1986
Drexel Burnham Lambert July 1981 - February 1984
Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...
Education
Pace University 1982 — 1985
MBA
SUNY at Albany 1977 — 1981
BS
Spring Valley Senior High School 1974 — 1977
Tom Rawlings Tom Rawlings's Rothschild Asset Management Experience August 2009 - Present
Job Chief Operating Officer at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management August 2009 - Present
O'Shaughnessy Asset Management August 2007 - July 2009
Bear Stearns Asset Management Inc. 2005 - January 2008
State Street Global Advisors (SSgA) 1995 - 2005
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Portfolio Management, Investments, Investment Management, Derivatives, Capital Markets, Asset Allocation, Bloomberg, Mutual Funds, Investment Strategies
Education
Boston University - School of Management 1997 — 2003
MBA, Finance
UMass Boston 1992 — 1997
Bachelor of Science, Finance
Rothschild Asset Management August 2009 - Present
O'Shaughnessy Asset Management August 2007 - July 2009
Bear Stearns Asset Management Inc. 2005 - January 2008
State Street Global Advisors (SSgA) 1995 - 2005
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Portfolio Management, Investments, Investment Management, Derivatives, Capital Markets, Asset Allocation, Bloomberg, Mutual Funds, Investment Strategies
Education
Boston University - School of Management 1997 — 2003
MBA, Finance
UMass Boston 1992 — 1997
Bachelor of Science, Finance
Christian Maguire Christian Maguire's Rothschild Asset Management Experience April 1990 - August 1998
Job Real Estate Investor at Cogent Property Solutions
Industry Financial Services
Experience
Cogent Property Solutions November 2012 - Present
Ogilvy Action Experiential Marketing January 2011 - October 2012
Life Motivations December 2009 - August 2010
Self Employed January 2008 - September 2009
BNP Paribas Financial Services September 1998 - December 2007
Rothschild Asset Management April 1990 - August 1998
Skills
Change Management, Budgets, Coaching, Sales, Strategic Partnerships, Management, Marketing, Analysis, Investments, Real Estate, Finance, Negotiation, Sellers, Real Estate Transactions
Education
University of Nottingham 1983 — 1986
BA
de Stafford College 1977 — 1983
Cogent Property Solutions November 2012 - Present
Ogilvy Action Experiential Marketing January 2011 - October 2012
Life Motivations December 2009 - August 2010
Self Employed January 2008 - September 2009
BNP Paribas Financial Services September 1998 - December 2007
Rothschild Asset Management April 1990 - August 1998
Skills
Change Management, Budgets, Coaching, Sales, Strategic Partnerships, Management, Marketing, Analysis, Investments, Real Estate, Finance, Negotiation, Sellers, Real Estate Transactions
Education
University of Nottingham 1983 — 1986
BA
de Stafford College 1977 — 1983
Kaushik Putta's Rothschild Asset Management Experience May 2012 - September 2012
Job Quantitative Analyst at Circulum Vite LLC
Industry Financial Services
Experience
Circulum Vite LLC September 2012 - Present
Rothschild Asset Management May 2012 - September 2012
Rothschild Asset Management June 2011 - August 2011
UBS July 2008 - April 2010
CNRS May 2007 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Masters, Computational Finance
Indian Institute of Technology, Guwahati 2004 — 2008
B Tech, Computer Science and Engineering
Circulum Vite LLC September 2012 - Present
Rothschild Asset Management May 2012 - September 2012
Rothschild Asset Management June 2011 - August 2011
UBS July 2008 - April 2010
CNRS May 2007 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Masters, Computational Finance
Indian Institute of Technology, Guwahati 2004 — 2008
B Tech, Computer Science and Engineering
Matt Morice Matt Morice's Rothschild Asset Management Experience December 2007 - February 2009
Job Partner at Cumberland Partners
Industry Investment Management
Experience
Cumberland Partners February 2010 - Present
Rothschild Asset Management December 2007 - February 2009
Eagle Asset Management September 2001 - November 2007
Consulting Services Group 1990 - 2001
Education
The University of Memphis 1984 — 1988
Cumberland Partners February 2010 - Present
Rothschild Asset Management December 2007 - February 2009
Eagle Asset Management September 2001 - November 2007
Consulting Services Group 1990 - 2001
Education
The University of Memphis 1984 — 1988
Roger J. Bos, CFA's Rothschild Asset Management Experience October 2004 - Present
Job SVP at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management October 2004 - Present
Standard & Poor's June 1998 - 2004
Value Line October 1995 - October 1997
Skills
Portfolio Management, Risk Management, PHP, VBA, Equities, HTML, Fixed Income, SQL, Java, Capital Markets, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Investments, Bloomberg, Financial Markets, Financial Services, Mutual Funds, Derivatives, ETFs, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MSCF, Computational Finance
University of the West Indies 1993 — 1995
M Phil, Economics
Rockhurst University 1989 — 1993
Undergrad, Financial Economics
Rothschild Asset Management October 2004 - Present
Standard & Poor's June 1998 - 2004
Value Line October 1995 - October 1997
Skills
Portfolio Management, Risk Management, PHP, VBA, Equities, HTML, Fixed Income, SQL, Java, Capital Markets, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Investments, Bloomberg, Financial Markets, Financial Services, Mutual Funds, Derivatives, ETFs, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MSCF, Computational Finance
University of the West Indies 1993 — 1995
M Phil, Economics
Rockhurst University 1989 — 1993
Undergrad, Financial Economics
Neil Bianco's Rothschild Asset Management Experience September 1983 - December 1988
Job Vice President at Hildebrandt International and Legal Services Consultant
Industry Legal Services
Experience
Hildebrandt International Managing DirectorChadbourne & Parke LLPJanuary 1988 - December 2006
Rothschild Asset Management September 1983 - December 1988
Rothschild, Inc. 1982 - 1987
Education
Pace University 1958 — 1961
Hildebrandt International Managing DirectorChadbourne & Parke LLPJanuary 1988 - December 2006
Rothschild Asset Management September 1983 - December 1988
Rothschild, Inc. 1982 - 1987
Education
Pace University 1958 — 1961
Eric Fraser, CFA's Rothschild Asset Management Experience January 2014 - Present
Job Vice President at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management January 2014 - Present
BlueCrest Capital Management July 2013 - October 2013
Goldman Sachs May 2007 - June 2013
MetLife Investments July 2005 - May 2007
Skills
Financial Modeling, Valuation, Equities, Equity Research, Equity Research Analysis, Stock Picking, Sell Side, Value Investing, Financial Analysis, Buy-side
Education
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Canaan High School 1997 — 2001
Rothschild Asset Management January 2014 - Present
BlueCrest Capital Management July 2013 - October 2013
Goldman Sachs May 2007 - June 2013
MetLife Investments July 2005 - May 2007
Skills
Financial Modeling, Valuation, Equities, Equity Research, Equity Research Analysis, Stock Picking, Sell Side, Value Investing, Financial Analysis, Buy-side
Education
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Canaan High School 1997 — 2001
Anna Niziol's Rothschild Asset Management Experience May 1999 - Present
Job Senior Vice President at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management May 1999 - Present
Skills
Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Equities, Fixed Income
Education
Ramapo College of New Jersey 1996 — 1999
Rothschild Asset Management May 1999 - Present
Skills
Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Equities, Fixed Income
Education
Ramapo College of New Jersey 1996 — 1999
Suzanne Schecter's Rothschild Asset Management Experience 1986 - 1991
Job Freelance TV Producer/Story Editor
Industry Media Production
Experience
Scripps Networks 1998 - 2003
Armstrong International 1992 - 1994
Rothschild Asset Management 1986 - 1991
Education
The University of Manchester 1984 — 1986
MBA, Business
Boston University 1980 — 1984
BSc, Business
Boston University Questrom School of Business 1980 — 1984
Scripps Networks 1998 - 2003
Armstrong International 1992 - 1994
Rothschild Asset Management 1986 - 1991
Education
The University of Manchester 1984 — 1986
MBA, Business
Boston University 1980 — 1984
BSc, Business
Boston University Questrom School of Business 1980 — 1984
Chris Kaufman's Rothschild Asset Management Experience October 2004 - Present
Job Portfolio Manager at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management October 2004 - Present
BlackRock 2000 - 2003
Retirement System Group 1995 - 2000
Education
Columbia Business School 1984 — 1985
MBA, Finance
Rothschild Asset Management October 2004 - Present
BlackRock 2000 - 2003
Retirement System Group 1995 - 2000
Education
Columbia Business School 1984 — 1985
MBA, Finance
Michael P. Burke's Rothschild Asset Management Experience November 2000 - April 2009
Job Sr. Business Analyst at Citibank
Industry Financial Services
Experience
Citi 2014 - July 2015
Citi 2014 - 2015
J.P. Morgan April 2013 - August 2014
UBS Financial January 2011 - December 2012
Moore Medical, LLC July 2009 - November 2009
Rothschild Asset Management November 2000 - April 2009
Clientsoft, Inc. February 1998 - November 2000
Rothschild Inc. November 1987 - February 1998
GIBBS & COX INC October 1986 - November 1987
Skills
Equities, Asset Managment, Programming, Project Management, Desktop Support..., Business Continuity, Infrastructure, Help Desk Support, Vendor Management, Trade Desk Support, Trade Order Management..., Asset Management, Back Office, Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Order Management, Software Development, Trading Systems, Management
Education
St. Mary's High School 1979 — 1982
HS Diploma
State University of New York Maritime College
BS, Computer Science/Math
Citi 2014 - July 2015
Citi 2014 - 2015
J.P. Morgan April 2013 - August 2014
UBS Financial January 2011 - December 2012
Moore Medical, LLC July 2009 - November 2009
Rothschild Asset Management November 2000 - April 2009
Clientsoft, Inc. February 1998 - November 2000
Rothschild Inc. November 1987 - February 1998
GIBBS & COX INC October 1986 - November 1987
Skills
Equities, Asset Managment, Programming, Project Management, Desktop Support..., Business Continuity, Infrastructure, Help Desk Support, Vendor Management, Trade Desk Support, Trade Order Management..., Asset Management, Back Office, Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Order Management, Software Development, Trading Systems, Management
Education
St. Mary's High School 1979 — 1982
HS Diploma
State University of New York Maritime College
BS, Computer Science/Math
Chase Tydings's Rothschild Asset Management Experience 1993 - 1997
Job Principal at Potomac Investments
Industry Investment Management
Experience
Potomac Investments September 2007 - Present
Rothschild Asset Management 1993 - 1997
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
The Lawrenceville School 1984 — 1988
Potomac Investments September 2007 - Present
Rothschild Asset Management 1993 - 1997
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
The Lawrenceville School 1984 — 1988
Matthew Narlinger's Rothschild Asset Management Experience Senior Vice PresidentRothschild Asset ManagementApril 2004 - Present
Job Senior Vice President Fixed Income Portfolio Manager and Trader at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management Senior Vice PresidentRothschild Asset ManagementApril 2004 - Present
Skills
Fixed Income, Municipal Bonds, Taxable Bonds, Equities, Financial Planning, Portfolio Management, Trading
Education
James Madison University 1990 — 1994
BBA, Finance
Rothschild Asset Management Senior Vice PresidentRothschild Asset ManagementApril 2004 - Present
Skills
Fixed Income, Municipal Bonds, Taxable Bonds, Equities, Financial Planning, Portfolio Management, Trading
Education
James Madison University 1990 — 1994
BBA, Finance
Bill Best's Rothschild Asset Management Experience March 1993 - June 2000
Job Managing Director, Van Eck Global
Industry Investment Management
Experience
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Deirdre Brett's Rothschild Asset Management Experience 2007 - 2007
Job Team Leader at GE Asset Management
Industry Financial Services
Experience
GE Asset Management 2010 - Present
Columbia Management Advisors 2007 - 2009
Rothschild Asset Management 2007 - 2007
U.S. Trust Company 2001 - 2006
WorldInvest, Sicav, Luxembourg 1999 - 2002
WorldInvest (US) Inc 1998 - 2001
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Mutual Funds, Portfolio Management, Equities, Investments, Wealth Management, Fixed Income, Investment Strategies, Financial Services, Investment Advisory, Derivatives, Financial Modeling, Securities, Capital Markets, Asset Management, Emerging Markets
Education
University at Albany
GE Asset Management 2010 - Present
Columbia Management Advisors 2007 - 2009
Rothschild Asset Management 2007 - 2007
U.S. Trust Company 2001 - 2006
WorldInvest, Sicav, Luxembourg 1999 - 2002
WorldInvest (US) Inc 1998 - 2001
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Mutual Funds, Portfolio Management, Equities, Investments, Wealth Management, Fixed Income, Investment Strategies, Financial Services, Investment Advisory, Derivatives, Financial Modeling, Securities, Capital Markets, Asset Management, Emerging Markets
Education
University at Albany
Michael Welch's Rothschild Asset Management Experience January 2012 - Present
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Juwan Lee's Rothschild Asset Management Experience 1996 - 1998
Job Lead Founder and CEO
Industry Internet
Experience
Huaan Asset Management (Hong Kong) Ltd June 2012 - November 2013
JP Morgan Asset Management Division 2010 - 2011
JPMorgan 2007 - 2010
Continuity Capital 2001 - 2007
SAC Capital 2003 - 2005
Osprey Capital 1998 - 2000
Rothschild Asset Management 1996 - 1998
Montgomery Asset Management 1993 - 1996
Bank of America 1988 - 1993
Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets
Education
University of California, Berkeley
Engineering
Huaan Asset Management (Hong Kong) Ltd June 2012 - November 2013
JP Morgan Asset Management Division 2010 - 2011
JPMorgan 2007 - 2010
Continuity Capital 2001 - 2007
SAC Capital 2003 - 2005
Osprey Capital 1998 - 2000
Rothschild Asset Management 1996 - 1998
Montgomery Asset Management 1993 - 1996
Bank of America 1988 - 1993
Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets
Education
University of California, Berkeley
Engineering
Deirdre Guice Minor's Rothschild Asset Management Experience January 2008 - August 2011
Job Managing Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
Doug Levine's Rothschild Asset Management Experience June 2007 - Present
Job Managing Director Portfolio Manager and Senior Analyst at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management June 2007 - Present
Kern Capital Management August 2005 - May 2007
Highbridge Capital Management May 2003 - February 2005
Citadel Investment Group November 2001 - May 2003
Morgan Stanley Dean Witter June 1999 - November 2001
Ernst & Young August 1996 - June 1999
Skills
Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Portfolio Managers
Education
Penn State University 1992 — 1996
BS, Accounting
Rothschild Asset Management June 2007 - Present
Kern Capital Management August 2005 - May 2007
Highbridge Capital Management May 2003 - February 2005
Citadel Investment Group November 2001 - May 2003
Morgan Stanley Dean Witter June 1999 - November 2001
Ernst & Young August 1996 - June 1999
Skills
Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Portfolio Managers
Education
Penn State University 1992 — 1996
BS, Accounting
Charles Moran CFA's Rothschild Asset Management Experience January 2002 - March 2012
Job Portfolio Manager
Industry Investment Management
Experience
Rothschild Asset Management January 2002 - March 2012
Value Line Asset Management 1997 - 2001
Skills
Asset Managment, Hedge Funds, Alternative Investments
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Economics and English
Rothschild Asset Management January 2002 - March 2012
Value Line Asset Management 1997 - 2001
Skills
Asset Managment, Hedge Funds, Alternative Investments
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Economics and English
Frank Austin's Rothschild Asset Management Experience August 2013 - Present
Job Analyst at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management August 2013 - Present
Brigade Capital Management January 2013 - May 2013
Exelon July 2012 - August 2012
MCP Alternative Asset Management December 2011 - January 2012
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance and Statistics
Rothschild Asset Management August 2013 - Present
Brigade Capital Management January 2013 - May 2013
Exelon July 2012 - August 2012
MCP Alternative Asset Management December 2011 - January 2012
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance and Statistics
Joe Bellantoni, CFA's Rothschild Asset Management Experience 1997 - Present
Job Managing Director Portfolio Manager & Analyst at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management 1997 - Present
Execulease Corporation 1992 - 1997
KPMG US 1983 - 1992
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Science (BS), Accounting
Rothschild Asset Management 1997 - Present
Execulease Corporation 1992 - 1997
KPMG US 1983 - 1992
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY