Roxbury Capital Management
Industry: Company
DescriptionHeadquarters: Minnetonka, MN Founded: 1986 Parent organizations: Mar Vista Investment Partners, LLC, Hood River Capital Management LLC
Roxbury Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Roxbury Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Roxbury Capital Management Salaries. You can even request information on how much does Roxbury Capital Management pay if you want to. Learn about salaries, pros and cons of working for Roxbury Capital Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
65 Roxbury Capital Management employees in database. Find out everything there's to know about Roxbury Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Roxbury Capital Management Employees
Employee
Years
Job
Industry
Liza C. Litzow Liza C. Litzow's Roxbury Capital Management Experience 1999 - 2004
Job Director, Wealth Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
Anicia Mendez Anicia Mendez's Roxbury Capital Management Experience 2003 - 2005
Job Managing Director, Consultant Executive at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Robert Schmaltz Robert Schmaltz's Roxbury Capital Management Experience June 2013 - Present
Job Chief Operating Officer and Chief Compliance Officer at Roxbury Capital Management
Industry Information Technology and Services
Experience
Roxbury Capital Management June 2013 - Present
Roxbury Capital Management June 2009 - June 2013
Metro Machine and Engineering November 2000 - June 2009
Stratasys Inc January 1998 - October 1999
Rockwell Collins Inc. December 1996 - January 1998
Best Buy Company October 1993 - January 1998
Skills
Enterprise Software, VMware Infrastructure, Microsoft Office, Active Directory, Public Speaking, Business Continuity..., Windows Server, Microsoft Exchange, Enterprise Storage, Trading Systems, Business Strategy, Windows Desktop..., Supplier Negotiation, Department Budgeting, Enterprise Reporting..., LAN Switching, Cloud Computing
Education
Bethel University 2010 — 2012
Masters Business Administration
University of Minnesota-Twin Cities 2007 — 2008
Continuing Education
Crown College 2005 — 2007
BS, Management and Network Administration
North Dakota State University 1995 — 1998
Biomedical Engineering
Roxbury Capital Management June 2013 - Present
Roxbury Capital Management June 2009 - June 2013
Metro Machine and Engineering November 2000 - June 2009
Stratasys Inc January 1998 - October 1999
Rockwell Collins Inc. December 1996 - January 1998
Best Buy Company October 1993 - January 1998
Skills
Enterprise Software, VMware Infrastructure, Microsoft Office, Active Directory, Public Speaking, Business Continuity..., Windows Server, Microsoft Exchange, Enterprise Storage, Trading Systems, Business Strategy, Windows Desktop..., Supplier Negotiation, Department Budgeting, Enterprise Reporting..., LAN Switching, Cloud Computing
Education
Bethel University 2010 — 2012
Masters Business Administration
University of Minnesota-Twin Cities 2007 — 2008
Continuing Education
Crown College 2005 — 2007
BS, Management and Network Administration
North Dakota State University 1995 — 1998
Biomedical Engineering
Margaret Macomson Margaret Macomson's Roxbury Capital Management Experience June 2000 - October 2001
Job BSN, RN
Industry Medical Practice
Experience
Wake Forest Baptist Health June 2014 - Present
Wake Forest Baptist Health May 2013 - June 2014
McCormick & Schmick's March 2010 - July 2012
Aries Lounge February 2004 - September 2008
Harbor Capital Management, Inc. January 2002 - June 2003
Roxbury Capital Management June 2000 - October 2001
Skills
Management, Microsoft Excel, Risk Management, Research, PowerPoint, Investments, Microsoft Word, Customer Service, Public Speaking, Strategic Planning, Trading, Financial Analysis, Access, Budgets, Asset Managment, Portfolio Management, Equities, Marketing, Microsoft Office, Mutual Funds
Education
University of North Carolina at Greensboro 2012 — 2014
BSN, Nursing Science
University of California, Los Angeles 1999 — 2001
Int'l Trade, International Trade & Commerce/Concentration in Int'l Finance
University of North Carolina at Wilmington 1993 — 1998
Bachelors in Science, Finance & International Business Management
Forsyth Country Day School 1991 — 1993
High School Diploma
Wake Forest Baptist Health June 2014 - Present
Wake Forest Baptist Health May 2013 - June 2014
McCormick & Schmick's March 2010 - July 2012
Aries Lounge February 2004 - September 2008
Harbor Capital Management, Inc. January 2002 - June 2003
Roxbury Capital Management June 2000 - October 2001
Skills
Management, Microsoft Excel, Risk Management, Research, PowerPoint, Investments, Microsoft Word, Customer Service, Public Speaking, Strategic Planning, Trading, Financial Analysis, Access, Budgets, Asset Managment, Portfolio Management, Equities, Marketing, Microsoft Office, Mutual Funds
Education
University of North Carolina at Greensboro 2012 — 2014
BSN, Nursing Science
University of California, Los Angeles 1999 — 2001
Int'l Trade, International Trade & Commerce/Concentration in Int'l Finance
University of North Carolina at Wilmington 1993 — 1998
Bachelors in Science, Finance & International Business Management
Forsyth Country Day School 1991 — 1993
High School Diploma
Joyce Chou Joyce Chou's Roxbury Capital Management Experience 2004 - 2005
Job Design + Strategy
Industry Design
Experience
Microsoft 2011 - Present
T-Mobile Creation Center 2008 - July 2011
Jump Associates 2006 - 2008
Lieberman Research Worldwide 2006 - 2007
Look-Look Trend Forecasting 2005 - 2006
Roxbury Capital Management 2004 - 2005
The RAND Corporation January 2004 - June 2004
The Metropolitan Museum of Art 2000 - 2001
W Magazine 1999 - 1999
Skills
Research and strategy, Scenario Planning, Financial Analysis, Concept Ideation, Open Innovation, Research, Qualitative Research, Strategy, Workshop Facilitation, Idea Generation, Ethnography, Design Strategy, Focus Groups, User Experience, User-centered Design, Interaction Design, Design Thinking, Mobile Devices, Cross-functional Team..., Experience Design, User Experience Design, Research Design, Usability Testing, Information Architecture, User Research
Education
Columbia University in the City of New York 1997 — 2001
University of London
SOAS
Microsoft 2011 - Present
T-Mobile Creation Center 2008 - July 2011
Jump Associates 2006 - 2008
Lieberman Research Worldwide 2006 - 2007
Look-Look Trend Forecasting 2005 - 2006
Roxbury Capital Management 2004 - 2005
The RAND Corporation January 2004 - June 2004
The Metropolitan Museum of Art 2000 - 2001
W Magazine 1999 - 1999
Skills
Research and strategy, Scenario Planning, Financial Analysis, Concept Ideation, Open Innovation, Research, Qualitative Research, Strategy, Workshop Facilitation, Idea Generation, Ethnography, Design Strategy, Focus Groups, User Experience, User-centered Design, Interaction Design, Design Thinking, Mobile Devices, Cross-functional Team..., Experience Design, User Experience Design, Research Design, Usability Testing, Information Architecture, User Research
Education
Columbia University in the City of New York 1997 — 2001
University of London
SOAS
David Garza David Garza's Roxbury Capital Management Experience January 1994 - April 2001
Job Director of Portfolio Management at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
Sharon Lexa Galvin Gutierrez, CFA's Roxbury Capital Management Experience June 1987 - June 1989
Job Relationship Management at Commonfund
Industry Nonprofit Organization Management
Experience
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Shannon Eusey Shannon Eusey's Roxbury Capital Management Experience January 1994 - January 2002
Job President and CoFounder at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors March 2002 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Merage School of Business April 2013 - May 2013
Roxbury Capital Management January 1994 - January 2002
Roxbury Capital Management 1994 - 2002
Education
University of California, Los Angeles 1999 — 2002
MBA, Finance
University of California, Irvine 1988 — 1992
BA
Beacon Pointe Advisors March 2002 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Merage School of Business April 2013 - May 2013
Roxbury Capital Management January 1994 - January 2002
Roxbury Capital Management 1994 - 2002
Education
University of California, Los Angeles 1999 — 2002
MBA, Finance
University of California, Irvine 1988 — 1992
BA
Jay Pollitt Jay Pollitt's Roxbury Capital Management Experience March 1998 - Present
Job National Sales Director at Roxbury Capital Management
Industry Financial Services
Experience
Roxbury Capital Management March 1998 - Present
Caremark 1994 - 1998
MetLife August 1985 - March 1994
Skills
Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Client Service, Institutional, Customer Relations
Education
The University of Chicago - Booth School of Business 1990 — 1993
M.B.A., Finance, International Business
University of Iowa 1981 — 1985
B.B.A., Finance, Minor in Spanish
Roxbury Capital Management March 1998 - Present
Caremark 1994 - 1998
MetLife August 1985 - March 1994
Skills
Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Client Service, Institutional, Customer Relations
Education
The University of Chicago - Booth School of Business 1990 — 1993
M.B.A., Finance, International Business
University of Iowa 1981 — 1985
B.B.A., Finance, Minor in Spanish
Brooke Clements Brooke Clements's Roxbury Capital Management Experience August 2013 - Present
Job Senior Financial Accounting Manager at Roxbury Capital Management
Industry Investment Management
Experience
Roxbury Capital Management August 2013 - Present
Roxbury Capital Management May 2009 - August 2013
Roxbury Capital Management February 2007 - May 2009
Roxbury Capital Management December 2005 - February 2007
Roxbury Capital Management 2002 - 2005
Roxbury Capital Management 2001 - 2002
El Camino Resources September 1999 - September 2001
Skills
Financial Reporting, Microsoft Dynamics, Paychex, Microsoft Word, Accounts Receiveable, Accounts Payable, Mutual Funds, ADP Payroll, Great Plains Software, Security APL, COSMOS, Microsoft Excel, Outlook, Financial Accounting, Financial Analysis, Finance
Education
Rasmussen College 2014 — 2015
Certificate, Accounting
UCLA 1994 — 1999
Bachelor of Arts (B.A.), Philosophy
Roxbury Capital Management August 2013 - Present
Roxbury Capital Management May 2009 - August 2013
Roxbury Capital Management February 2007 - May 2009
Roxbury Capital Management December 2005 - February 2007
Roxbury Capital Management 2002 - 2005
Roxbury Capital Management 2001 - 2002
El Camino Resources September 1999 - September 2001
Skills
Financial Reporting, Microsoft Dynamics, Paychex, Microsoft Word, Accounts Receiveable, Accounts Payable, Mutual Funds, ADP Payroll, Great Plains Software, Security APL, COSMOS, Microsoft Excel, Outlook, Financial Accounting, Financial Analysis, Finance
Education
Rasmussen College 2014 — 2015
Certificate, Accounting
UCLA 1994 — 1999
Bachelor of Arts (B.A.), Philosophy
Howard Shen Howard Shen's Roxbury Capital Management Experience December 1999 - March 2006
Job Senior Associate, Institutional Services at Dimensional Fund Advisors
Industry Financial Services
Experience
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
Phyllis Nelson Phyllis Nelson's Roxbury Capital Management Experience 1989 - 2009
Job Certified Pilates Instructor at Reach Pilates
Industry Financial Services
Experience
Reach Pilates Training December 2009 - Present
Roxbury Capital Management 1989 - 2009
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2001
Advanced Program in Human Resources
La Jolla School of Fine Arts 1962 — 1964
Oils, Watercolor, Sculpture, Art History
Reach Pilates Training December 2009 - Present
Roxbury Capital Management 1989 - 2009
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2001
Advanced Program in Human Resources
La Jolla School of Fine Arts 1962 — 1964
Oils, Watercolor, Sculpture, Art History
Yuri Thomas Yuri Thomas's Roxbury Capital Management Experience September 2000 - April 2005
Job Director Business Development USA , Cascadia Motivation Inc.
Industry Management Consulting
Experience
Cascadia Motivation Inc. August 2013 - Present
Thomas Chance Hairdressing January 2006 - September 2012
Roxbury Capital Management September 2000 - April 2005
Skills
Entrepreneurship, Small Business, Start-ups, Personal Development, Coaching, Marketing Strategy, Social Media Marketing, Marketing, Online Marketing, Finance, Asset Based Lending, Cash Flow Lending, Deal Creation, New Business Development, Business Process..., Private Equity, Strategic Planning, Team Building, Leadership
Education
University of New Brunswick 1999 — 2000
Diploma - Technology, Management and Entrepreneurship
University of New Brunswick 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Cascadia Motivation Inc. August 2013 - Present
Thomas Chance Hairdressing January 2006 - September 2012
Roxbury Capital Management September 2000 - April 2005
Skills
Entrepreneurship, Small Business, Start-ups, Personal Development, Coaching, Marketing Strategy, Social Media Marketing, Marketing, Online Marketing, Finance, Asset Based Lending, Cash Flow Lending, Deal Creation, New Business Development, Business Process..., Private Equity, Strategic Planning, Team Building, Leadership
Education
University of New Brunswick 1999 — 2000
Diploma - Technology, Management and Entrepreneurship
University of New Brunswick 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Terese Reckley Terese Reckley's Roxbury Capital Management Experience April 1996 - December 1999
Job Consultitive Sales & Operations Management
Industry Management Consulting
Experience
Rodeo Realty, Inc. February 2013 - Present
Sonoma Coffee Café LLC December 2008 - March 2012
Lee Homes November 2006 - September 2007
Hovnanian Homes December 2005 - November 2006
RE/MAX On The Boulevard February 2004 - December 2005
Omgeo LLC (A DTCC/Thomson Reuters-Financial Company) January 2000 - April 2003
Roxbury Capital Management April 1996 - December 1999
NWQ Investment Management Company September 1990 - April 1996
Skills
Sales, Negotiation, Management, Real Estate, Business Development, Marketing Strategy, Budgets, Selling, Marketing, Strategic Planning, Entrepreneurship, Residential Homes, Team Building, Investments, Sellers, Listing Homes, Buyer Representation, First Time Home Buyers, Contract Negotiation, Investment Properties, Solution Selling, Seller Representation, Single Family Homes, Relocation, Listings
Education
Pierce College
Business Administration
Rodeo Realty, Inc. February 2013 - Present
Sonoma Coffee Café LLC December 2008 - March 2012
Lee Homes November 2006 - September 2007
Hovnanian Homes December 2005 - November 2006
RE/MAX On The Boulevard February 2004 - December 2005
Omgeo LLC (A DTCC/Thomson Reuters-Financial Company) January 2000 - April 2003
Roxbury Capital Management April 1996 - December 1999
NWQ Investment Management Company September 1990 - April 1996
Skills
Sales, Negotiation, Management, Real Estate, Business Development, Marketing Strategy, Budgets, Selling, Marketing, Strategic Planning, Entrepreneurship, Residential Homes, Team Building, Investments, Sellers, Listing Homes, Buyer Representation, First Time Home Buyers, Contract Negotiation, Investment Properties, Solution Selling, Seller Representation, Single Family Homes, Relocation, Listings
Education
Pierce College
Business Administration
Heather Mathews Heather Mathews's Roxbury Capital Management Experience June 1999 - August 1999
Job CFO at Compensia
Industry Investment Management
Experience
Compensia June 2014 - Present
Global Systematic Investors March 2011 - June 2014
University of Pennsylvania Office of Investments June 2009 - April 2011
Dimensional Fund Advisors August 2000 - September 2008
Roxbury Capital Management June 1999 - August 1999
Los Angeles Times April 1996 - July 1998
Theodore Barry & Associates June 1992 - October 1995
Education
Harvard Business School 1998 — 2000
MBA, General Management
Pomona College 1988 — 1992
BA, Math, Mathematical Economics
Compensia June 2014 - Present
Global Systematic Investors March 2011 - June 2014
University of Pennsylvania Office of Investments June 2009 - April 2011
Dimensional Fund Advisors August 2000 - September 2008
Roxbury Capital Management June 1999 - August 1999
Los Angeles Times April 1996 - July 1998
Theodore Barry & Associates June 1992 - October 1995
Education
Harvard Business School 1998 — 2000
MBA, General Management
Pomona College 1988 — 1992
BA, Math, Mathematical Economics
Daiva Navarrette's Roxbury Capital Management Experience June 1992 - November 2009
Job Honorary Consul of Lithuania | CoFounder LWAC
Industry International Affairs
Experience
Lithuanian World Arts Council July 2015 - Present
Honorary Consulate of the Republic of Lithuania August 2010 - Present
Roxbury Capital Management June 1992 - November 2009
Skills
Business Relationship..., Mutual Funds, Risk Management, Alternative Investments, Wealth Management, Portfolio Management, Trading, Equities, Business Strategy, Equity Trading, Asset Management, Investment Banking, Private Equity, Valuation, Capital Markets, Financial Analysis, International Relations, Financial Modeling, Hedge Funds, Investments, Management, Securities, Strategic Planning, Strategy, Trading Systems, Equity Research, Bloomberg
Education
University of California, Los Angeles
BA, Economics
Lithuanian World Arts Council July 2015 - Present
Honorary Consulate of the Republic of Lithuania August 2010 - Present
Roxbury Capital Management June 1992 - November 2009
Skills
Business Relationship..., Mutual Funds, Risk Management, Alternative Investments, Wealth Management, Portfolio Management, Trading, Equities, Business Strategy, Equity Trading, Asset Management, Investment Banking, Private Equity, Valuation, Capital Markets, Financial Analysis, International Relations, Financial Modeling, Hedge Funds, Investments, Management, Securities, Strategic Planning, Strategy, Trading Systems, Equity Research, Bloomberg
Education
University of California, Los Angeles
BA, Economics
Alfred Lockwood, CPA, CFA Alfred Lockwood, CPA, CFA's Roxbury Capital Management Experience 1992 - December 2009
Job Finance and Investment Professional Focused on Cash Flow, Integrity and Results
Industry Investment Management
Experience
UNT Foundation July 2015 - Present
Alfred J. Lockwood, CPA CFA May 2015 - Present
TPG Global, LLC February 2010 - May 2015
Independent Investment and Business Professional January 2010 - February 2010
Roxbury Capital Management 1992 - December 2009
Ernst & Young 1986 - 1992
Skills
Private Equity, Investments, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Strategy, Equities, Investment Management, Investor Relations, Management, Corporate Finance, Alternative Investments, Due Diligence, Finance, Investment Strategies, Financial Reporting, Risk Management, Asset Management, Accounting, Internal Controls, Financial Services, Securities, Equity Research, Asset Allocation, CRM, Asset Managment, FP&A, Business Analysis, Client Relations, Kaizen, GAAP, Financial Statements, Budgets, Bonds, Forecasting, Cash Flow, Fiduciary, Business Planning, Board of Directors, 401k, Capital Markets, Servant Leadership, Collaborative..., Mentoring, Strategic Analytics, Decision Analysis, Team Building..., Financial Advisory, Leadership
Education
California State University-Northridge 1982 — 1986
BA, Accounting
UNT Foundation July 2015 - Present
Alfred J. Lockwood, CPA CFA May 2015 - Present
TPG Global, LLC February 2010 - May 2015
Independent Investment and Business Professional January 2010 - February 2010
Roxbury Capital Management 1992 - December 2009
Ernst & Young 1986 - 1992
Skills
Private Equity, Investments, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Strategy, Equities, Investment Management, Investor Relations, Management, Corporate Finance, Alternative Investments, Due Diligence, Finance, Investment Strategies, Financial Reporting, Risk Management, Asset Management, Accounting, Internal Controls, Financial Services, Securities, Equity Research, Asset Allocation, CRM, Asset Managment, FP&A, Business Analysis, Client Relations, Kaizen, GAAP, Financial Statements, Budgets, Bonds, Forecasting, Cash Flow, Fiduciary, Business Planning, Board of Directors, 401k, Capital Markets, Servant Leadership, Collaborative..., Mentoring, Strategic Analytics, Decision Analysis, Team Building..., Financial Advisory, Leadership
Education
California State University-Northridge 1982 — 1986
BA, Accounting
Brian Beh Brian Beh's Roxbury Capital Management Experience December 1992 - November 2014
Job President and Principal at First Light Asset Management
Industry Investment Management
Experience
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
Ron Surz Ron Surz's Roxbury Capital Management Experience 1995 - 2000
Job Patented Safe Landing Glide Path for Target Date Funds. Smarter Beta Centric Core completes active managers.
Industry Financial Services
Experience
Target Date Solutions October 2009 - Present
PPCA Inc January 1992 - Present
eVestment Alliance November 2012 - November 2013
Target Date Analytics 2007 - 2009
IMCA® 1997 - 2006
Roxbury Capital Management 1995 - 2000
Glenwood 1992 - 1996
Becker Burke February 1986 - March 1992
SEI 1983 - 1986
AG Becker & Co 1974 - 1983
Skills
Investment manager due..., Target date funds, Style indexes,..., Performance Attribution, Investments, Portfolio Management, Hedge Funds, Funding, Investment Strategies, Fashion, Due Diligence, Investment Advisory, Alternative Investments, Core, Asset Allocation, Investment Management, Asset Management, Wealth Management, Financial Services, ETFs, Mutual Funds, Finance, Series 7, Pensions, Securities, Series 63, Institutional..., Retirement, Asset Managment, Risk Management, Equities, Mergers & Acquisitions, Financial Advisory, Fixed Income, Strategic Financial..., Strategic Visionary, 401k, Relationship Management, Mergers, Bonds, Retirement Planning, Separately Managed..., Financial Markets, Defined Benefit, Trading, Capital Markets, Equity Research, High Net Worth..., Financial Risk, Wealth Management...
Education
University of Chicago 1971 — 1974
MBA, Finance
University of Illinois at Chicago 1963 — 1969
MS, Applied Mathematics, Graduated grada cum laude, with honors
Target Date Solutions October 2009 - Present
PPCA Inc January 1992 - Present
eVestment Alliance November 2012 - November 2013
Target Date Analytics 2007 - 2009
IMCA® 1997 - 2006
Roxbury Capital Management 1995 - 2000
Glenwood 1992 - 1996
Becker Burke February 1986 - March 1992
SEI 1983 - 1986
AG Becker & Co 1974 - 1983
Skills
Investment manager due..., Target date funds, Style indexes,..., Performance Attribution, Investments, Portfolio Management, Hedge Funds, Funding, Investment Strategies, Fashion, Due Diligence, Investment Advisory, Alternative Investments, Core, Asset Allocation, Investment Management, Asset Management, Wealth Management, Financial Services, ETFs, Mutual Funds, Finance, Series 7, Pensions, Securities, Series 63, Institutional..., Retirement, Asset Managment, Risk Management, Equities, Mergers & Acquisitions, Financial Advisory, Fixed Income, Strategic Financial..., Strategic Visionary, 401k, Relationship Management, Mergers, Bonds, Retirement Planning, Separately Managed..., Financial Markets, Defined Benefit, Trading, Capital Markets, Equity Research, High Net Worth..., Financial Risk, Wealth Management...
Education
University of Chicago 1971 — 1974
MBA, Finance
University of Illinois at Chicago 1963 — 1969
MS, Applied Mathematics, Graduated grada cum laude, with honors
Maureen Flaherty's Roxbury Capital Management Experience August 2010 - January 2013
Job Office Manager/Compliance Designee at Hood River Capital Management LLC
Industry Financial Services
Experience
Hood River Capital Management LLC August 2010 - Present
Roxbury Capital Management August 2010 - January 2013
Skills
Series 7, Investments, Securities, Asset Management, Equities, Strategic Planning
Education
Oregon State University
Political Science
Marylhurst University
Bachelor of Arts (BA), Social Sciences
Hood River Capital Management LLC August 2010 - Present
Roxbury Capital Management August 2010 - January 2013
Skills
Series 7, Investments, Securities, Asset Management, Equities, Strategic Planning
Education
Oregon State University
Political Science
Marylhurst University
Bachelor of Arts (BA), Social Sciences
Kathleen von Schlegell's Roxbury Capital Management Experience June 2012 - Present
Job Marketing Communications Manager & Compliance Designee at Roxbury Capital Management
Industry Investment Management
Experience
Roxbury Capital Management June 2012 - Present
Roxbury Capital Management, LLC January 2010 - June 2012
Roxbury Capital Management, LLC January 2003 - January 2010
Roxbury Capital Management, LLC July 1999 - December 2002
Roxbury Capital Management, LLC January 1994 - June 1999
Roxbury Capital Management, LLC July 1991 - December 1993
Skills
Series 63, Marketing Communications, Client Services, Investment Adviser Core...
Education
San Francisco State University 1987 — 1991
B.A., Cum Laude, Communication Studies
Roxbury Capital Management June 2012 - Present
Roxbury Capital Management, LLC January 2010 - June 2012
Roxbury Capital Management, LLC January 2003 - January 2010
Roxbury Capital Management, LLC July 1999 - December 2002
Roxbury Capital Management, LLC January 1994 - June 1999
Roxbury Capital Management, LLC July 1991 - December 1993
Skills
Series 63, Marketing Communications, Client Services, Investment Adviser Core...
Education
San Francisco State University 1987 — 1991
B.A., Cum Laude, Communication Studies
Tamara Christian, CFA Tamara Christian, CFA's Roxbury Capital Management Experience 1998 - 2002
Job Partner at EdgeLine Capital Partners
Industry Investment Management
Experience
EdgeLine Capital Partners September 2012 - Present
Stone Tower Capital June 2011 - April 2012
Diamond Edge Capital Partners November 2007 - June 2011
Palisades 2004 - 2007
Prudential Equity Group 2002 - 2004
Roxbury Capital Management 1998 - 2002
Wilshire Associates 1995 - 1998
Skills
Hedge Funds, Capital, Asset Management, Alternative Investments, Institutional, Financial Services, Fixed Income, Investment Management, Capital Markets, Private Equity, Emerging Markets, Venture Capital, Fund Of Funds, Securities
Education
University of Southern California 1993 — 1995
University of California, San Diego 1991 — 1993
EdgeLine Capital Partners September 2012 - Present
Stone Tower Capital June 2011 - April 2012
Diamond Edge Capital Partners November 2007 - June 2011
Palisades 2004 - 2007
Prudential Equity Group 2002 - 2004
Roxbury Capital Management 1998 - 2002
Wilshire Associates 1995 - 1998
Skills
Hedge Funds, Capital, Asset Management, Alternative Investments, Institutional, Financial Services, Fixed Income, Investment Management, Capital Markets, Private Equity, Emerging Markets, Venture Capital, Fund Of Funds, Securities
Education
University of Southern California 1993 — 1995
University of California, San Diego 1991 — 1993
Evan Ben-Ner, CFA Evan Ben-Ner, CFA's Roxbury Capital Management Experience 1996 - 1999
Job Trading Operations Manager at Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors March 2012 - Present
Ascendiant Capital Markets, LLC June 2011 - February 2012
Bay Mutual Financial, LLC October 2003 - April 2011
Roxbury Capital Management 1996 - 1999
Skills
Securities, Equities, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Finance, FINRA, Trading, Wealth Management, Banking, Auditing, Accounting, Management, Business Strategy, Financial Advisory, Business Planning, AML, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of California, Berkeley 1988 — 1992
B.A., English
Kayne Anderson Capital Advisors March 2012 - Present
Ascendiant Capital Markets, LLC June 2011 - February 2012
Bay Mutual Financial, LLC October 2003 - April 2011
Roxbury Capital Management 1996 - 1999
Skills
Securities, Equities, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Finance, FINRA, Trading, Wealth Management, Banking, Auditing, Accounting, Management, Business Strategy, Financial Advisory, Business Planning, AML, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of California, Berkeley 1988 — 1992
B.A., English
Owen Murray, CFA Owen Murray, CFA's Roxbury Capital Management Experience 2000 - 2005
Job Partner / Dir. of Investments
Industry Investment Management
Experience
Horizon Advisors, LLC February 2005 - Present
Roxbury Capital Management 2000 - 2005
Beutel Goodman Capital Management 1998 - 2000
Skills
Portfolio Management, Equities, Asset Management, Investments, Mutual Funds, Securities, Due Diligence, Trading, Financial Advisory, Analysis, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Hedge Funds, Capital Markets, Financial Analysis, Investment Strategies, Equity Research, Investment Advisory, Private Equity, Valuation, Fixed Income, Financial Modeling
Education
University of Southern California 1993 — 1997
B.S. Business Administration, Finance, Marketing
Horizon Advisors, LLC February 2005 - Present
Roxbury Capital Management 2000 - 2005
Beutel Goodman Capital Management 1998 - 2000
Skills
Portfolio Management, Equities, Asset Management, Investments, Mutual Funds, Securities, Due Diligence, Trading, Financial Advisory, Analysis, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Hedge Funds, Capital Markets, Financial Analysis, Investment Strategies, Equity Research, Investment Advisory, Private Equity, Valuation, Fixed Income, Financial Modeling
Education
University of Southern California 1993 — 1997
B.S. Business Administration, Finance, Marketing
Jacob Zlotoff's Roxbury Capital Management Experience 1999 - 1999
Job
Industry Real Estate
Experience
Citi October 2010 - Present
Bunk1.com September 2006 - September 2010
Bunk1.com March 2000 - September 2010
Corporation for Supportive Housing January 2010 - May 2010
Alembic Community Development January 2009 - May 2009
Roxbury Capital Management 1999 - 1999
Skills
Finance, LIHTC, Real Estate Economics, Business Development, Community Development, Due Diligence, Community Development..., Web Services, Investments, Portfolio Management, Client Development, Asset Management, Strategy, Analysis, Mergers & Acquisitions, Start-ups, Financial Modeling, Strategic Planning, NMTC, Real Estate Finance, EB-5, Impact Investing
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Entrepreneurship & Innovation
Haverford College 1996 — 2000
B.A., Political Science
Citi October 2010 - Present
Bunk1.com September 2006 - September 2010
Bunk1.com March 2000 - September 2010
Corporation for Supportive Housing January 2010 - May 2010
Alembic Community Development January 2009 - May 2009
Roxbury Capital Management 1999 - 1999
Skills
Finance, LIHTC, Real Estate Economics, Business Development, Community Development, Due Diligence, Community Development..., Web Services, Investments, Portfolio Management, Client Development, Asset Management, Strategy, Analysis, Mergers & Acquisitions, Start-ups, Financial Modeling, Strategic Planning, NMTC, Real Estate Finance, EB-5, Impact Investing
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Entrepreneurship & Innovation
Haverford College 1996 — 2000
B.A., Political Science
Jean-Ray Tippo's Roxbury Capital Management Experience June 1995 - October 2001
Job Bloomberg Enterprise BuySide Solutions
Industry Financial Services
Experience
Bloomberg LP September 2006 - Present
MyVest September 2003 - September 2006
MDB Capital Group September 2002 - April 2003
Roxbury Capital Management June 1995 - October 2001
Skills
Portfolio Management, Industry Analysis, Trading, Risk Management, Technical Analysis, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Asset Management, Investment Management, Capital Markets, Derivatives, Finance, Financial Markets, Securities
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Investment Management
California State University-Northridge 1988 — 1994
BS, International Business, Finance
Bloomberg LP September 2006 - Present
MyVest September 2003 - September 2006
MDB Capital Group September 2002 - April 2003
Roxbury Capital Management June 1995 - October 2001
Skills
Portfolio Management, Industry Analysis, Trading, Risk Management, Technical Analysis, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Asset Management, Investment Management, Capital Markets, Derivatives, Finance, Financial Markets, Securities
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Investment Management
California State University-Northridge 1988 — 1994
BS, International Business, Finance
Tyler Gowen's Roxbury Capital Management Experience 1999 - 2003
Job Partnering with financial services firm to help them solve complex business problems through analytics
Industry Financial Services
Experience
SAS December 2013 - Present
HazelTree Fund Services 2012 - 2013
Linedata Services 2010 - 2012
Accuity 2008 - 2010
Bank of New York 2004 - 2008
Roxbury Capital Management 1999 - 2003
Skills
Predictive Analytics, Customer Intelligence, Big Data, Hadoop, Payment Fraud, High Performance..., Marketing Optimization, Text Mining, Portfolio Management, Equities, Management, Business Development, Start-ups, Asset Management, Investments, Finance, Hedge Funds, Banking, Analytics, Financial Services, Business Intelligence, Leadership, Asset Managment, Sales, Fixed Income, Risk Management
Education
New York Institute of Finance
Syracuse University
Bachelors Degree
SAS December 2013 - Present
HazelTree Fund Services 2012 - 2013
Linedata Services 2010 - 2012
Accuity 2008 - 2010
Bank of New York 2004 - 2008
Roxbury Capital Management 1999 - 2003
Skills
Predictive Analytics, Customer Intelligence, Big Data, Hadoop, Payment Fraud, High Performance..., Marketing Optimization, Text Mining, Portfolio Management, Equities, Management, Business Development, Start-ups, Asset Management, Investments, Finance, Hedge Funds, Banking, Analytics, Financial Services, Business Intelligence, Leadership, Asset Managment, Sales, Fixed Income, Risk Management
Education
New York Institute of Finance
Syracuse University
Bachelors Degree
David Wolinsky's Roxbury Capital Management Experience 2004 - 2006
Job Vice President at Palm Tree Advisors
Industry Venture Capital & Private Equity
Experience
Access Health Dental June 2012 - Present
Palm Tree Advisors July 2010 - Present
InfrastructureWorld July 2010 - January 2013
Jefferies & Company July 2007 - July 2010
Goldman Sachs Asset Management July 2006 - July 2007
Roxbury Capital Management 2004 - 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Financial Services, Valuation, Mergers & Acquisitions, Venture Capital, Equities, M&A experience, Corporate Finance, Capital Markets, Investments, Corporate Development, Alternative Investments, Asset Management, Financial Analysis, Business Transition
Education
Villanova University 2001 — 2006
Accounting / Business Administration, Finance, International Business, Accounting
London School of Economics and Political Science 2003 — 2003
Marketing
Access Health Dental June 2012 - Present
Palm Tree Advisors July 2010 - Present
InfrastructureWorld July 2010 - January 2013
Jefferies & Company July 2007 - July 2010
Goldman Sachs Asset Management July 2006 - July 2007
Roxbury Capital Management 2004 - 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Financial Services, Valuation, Mergers & Acquisitions, Venture Capital, Equities, M&A experience, Corporate Finance, Capital Markets, Investments, Corporate Development, Alternative Investments, Asset Management, Financial Analysis, Business Transition
Education
Villanova University 2001 — 2006
Accounting / Business Administration, Finance, International Business, Accounting
London School of Economics and Political Science 2003 — 2003
Marketing
DONALD BESSLER's Roxbury Capital Management Experience 1992 - 2001
Job CHIEF INVESTMENT OFFICER at WINDWARD CAPITAL MANAGEMENT
Industry Investment Management
Experience
Windward Capital Management 2004 - Present
First American Capital Management 2002 - 2004
Roxbury Capital Management 1992 - 2001
Price Waterhouse 1986 - 1991
Education
Lehigh University 1980 — 1986
BS, BS, BA, Finance, Accounting, Psychology
Windward Capital Management 2004 - Present
First American Capital Management 2002 - 2004
Roxbury Capital Management 1992 - 2001
Price Waterhouse 1986 - 1991
Education
Lehigh University 1980 — 1986
BS, BS, BA, Finance, Accounting, Psychology
Karen Lew's Roxbury Capital Management Experience May 1998 - November 2009
Job Director of Operations at Roxbury Capital Management
Industry Investment Management
Experience
Roxbury Capital Management May 1998 - November 2009
Roxbury Capital Management January 1992 - April 1998
Mitsubishi Global Custody January 1987 - December 1992
George D. Bjurman & Associates October 1982 - December 1987
Skills
Reconciliation, Problem Solving, Back Office, Corporate Actions, Settlements, Equities, Securities, Customer Relations
Education
University of California, Los Angeles
BA, Economics
Roxbury Capital Management May 1998 - November 2009
Roxbury Capital Management January 1992 - April 1998
Mitsubishi Global Custody January 1987 - December 1992
George D. Bjurman & Associates October 1982 - December 1987
Skills
Reconciliation, Problem Solving, Back Office, Corporate Actions, Settlements, Equities, Securities, Customer Relations
Education
University of California, Los Angeles
BA, Economics
Noel Phenicie's Roxbury Capital Management Experience February 2000 - June 2002
Job Controller at Kayne Anderson Rudnick
Industry Banking
Experience
Kayne Anderson Rudnick June 2008 - Present
Countrywide Bank November 2007 - June 2008
Countrywide Home Loans April 2003 - November 2007
Dennis M. McCoy & Sons June 2002 - February 2003
Roxbury Capital Management February 2000 - June 2002
Education
University of California, Santa Barbara 1988 — 1992
Kayne Anderson Rudnick June 2008 - Present
Countrywide Bank November 2007 - June 2008
Countrywide Home Loans April 2003 - November 2007
Dennis M. McCoy & Sons June 2002 - February 2003
Roxbury Capital Management February 2000 - June 2002
Education
University of California, Santa Barbara 1988 — 1992
Prentice Ng's Roxbury Capital Management Experience February 2002 - February 2003
Job
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
Harper Kroney's Roxbury Capital Management Experience 1997 - 2000
Job Project Manager at Tommy Chambers Interiors, Inc.
Industry Architecture & Planning
Experience
Tommy Chambers Interiors, Inc. Executive AssistantWilliam Morris Endeavor2000 - 2003
Roxbury Capital Management 1997 - 2000
Skills
Film, Film Production, Social Media, Interior Design, Microsoft Office, Entertainment, Project Management
Education
University of California, Los Angeles 2002 — 2004
M. INT. ARCH, Interior Architecture
Loyola Marymount University 1993 — 1997
BA, Business and Humanties
Tommy Chambers Interiors, Inc. Executive AssistantWilliam Morris Endeavor2000 - 2003
Roxbury Capital Management 1997 - 2000
Skills
Film, Film Production, Social Media, Interior Design, Microsoft Office, Entertainment, Project Management
Education
University of California, Los Angeles 2002 — 2004
M. INT. ARCH, Interior Architecture
Loyola Marymount University 1993 — 1997
BA, Business and Humanties
George Tharakan, CFA's Roxbury Capital Management Experience 1997 - 2001
Job Portfolio Manager
Industry Investment Management
Experience
Alamar Capital Management, LLC 2010 - Present
Santa Barbara Asset Management 2003 - 2009
Vantis Capital Management 2002 - 2003
Roxbury Capital Management 1997 - 2001
Intel Corporation 1992 - 1995
Skills
Investments, Portfolio Management, Equities, Financial Modeling, Equity Research, Hedge Funds, Valuation, Asset Management, Investment Strategies, Bloomberg, Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Securities, Fixed Income
Education
UCLA 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
MS, Computer Engineering
Indian Institute of Technology, Bombay 1986 — 1990
BTECH, EE
Alamar Capital Management, LLC 2010 - Present
Santa Barbara Asset Management 2003 - 2009
Vantis Capital Management 2002 - 2003
Roxbury Capital Management 1997 - 2001
Intel Corporation 1992 - 1995
Skills
Investments, Portfolio Management, Equities, Financial Modeling, Equity Research, Hedge Funds, Valuation, Asset Management, Investment Strategies, Bloomberg, Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Securities, Fixed Income
Education
UCLA 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
MS, Computer Engineering
Indian Institute of Technology, Bombay 1986 — 1990
BTECH, EE
John Nowaczyk's Roxbury Capital Management Experience April 2000 - October 2001
Job Student Court Reporter
Industry Legal Services
Experience
SSDC Services March 2004 - May 2013
Oakwood Capital Management November 2001 - June 2003
Ivy West Educational Services September 1999 - June 2003
Roxbury Capital Management April 2000 - October 2001
Project Angel Food January 1999 - December 1999
Lansing Area AIDS Network July 1997 - November 1998
AEON English Schools - Nagoya, Japan April 1996 - March 1997
C.E.C.T. English Studies, Athens, Greece September 1994 - June 1995
Skills
Account Management, International Business, Public Speaking, Management, Customer Service, Marketing, Training, Access, Employee Benefits, Insurance, Public Relations, Analysis, Editing, Outlook, Sales, Microsoft Word, Strategic Planning, Newsletters
Education
Michigan State University 1987 — 1992
B.A., English and American Literature, Linguistics, French
SSDC Services March 2004 - May 2013
Oakwood Capital Management November 2001 - June 2003
Ivy West Educational Services September 1999 - June 2003
Roxbury Capital Management April 2000 - October 2001
Project Angel Food January 1999 - December 1999
Lansing Area AIDS Network July 1997 - November 1998
AEON English Schools - Nagoya, Japan April 1996 - March 1997
C.E.C.T. English Studies, Athens, Greece September 1994 - June 1995
Skills
Account Management, International Business, Public Speaking, Management, Customer Service, Marketing, Training, Access, Employee Benefits, Insurance, Public Relations, Analysis, Editing, Outlook, Sales, Microsoft Word, Strategic Planning, Newsletters
Education
Michigan State University 1987 — 1992
B.A., English and American Literature, Linguistics, French
John Queen's Roxbury Capital Management Experience November 2001 - June 2009
Job Portfolio Manager at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company October 2009 - Present
Roxbury Capital Management November 2001 - June 2009
Roxbury Capital Management November 2001 - December 2007
Merrill Lynch Investment Managers December 2000 - September 2001
Hotchkis and Wiley Capital Management February 1997 - December 2000
Capital Group 1990 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Asset Managment, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Investment Advisory, Investments, Bloomberg, Securities, Investment Management
Education
Purdue University 1986 — 1989
BSIM
United States Military Academy at West Point 1983 — 1986
Capital Guardian Trust Company October 2009 - Present
Roxbury Capital Management November 2001 - June 2009
Roxbury Capital Management November 2001 - December 2007
Merrill Lynch Investment Managers December 2000 - September 2001
Hotchkis and Wiley Capital Management February 1997 - December 2000
Capital Group 1990 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Asset Managment, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Investment Advisory, Investments, Bloomberg, Securities, Investment Management
Education
Purdue University 1986 — 1989
BSIM
United States Military Academy at West Point 1983 — 1986
David Kahn's Roxbury Capital Management Experience 1994 - 2004
Job Managing Director at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Heather Hoggan's Roxbury Capital Management Experience November 2001 - November 2009
Job Administrator at LA Commons
Industry Arts and Crafts
Experience
LA Commons September 2011 - Present
Witty Eagle Productions 2000 - Present
Arroyo Arts Collective 1998 - Present
Roxbury Capital Management November 2001 - November 2009
Roxbury Capital Management January 2001 - January 2006
Merrill Lynch Investment Managers January 1998 - January 2001
MLIM 1995 - 2001
Merrill Lynch Investment Managers January 1995 - January 1998
CMB Investment Managers March 1980 - March 1995
National Mutual Funds Management January 1985 - January 1995
Skills
Finance, Web Content, Grant Administration, Grant Writing, Coordinating Events, Operations Management, Project Management, Event Management, Project Coordination, Cross-functional..., Program Coordination, Equities, Art, Management, Sculpture, Fine Art, Access
Education
Grand Canyon University 2009 — 2011
BA, Business Administration
West Los Angeles City College 1974 — 1976
AA, General Art Studies
Grand Canyon University; West Los Angeles College
BA, Process
LA Commons September 2011 - Present
Witty Eagle Productions 2000 - Present
Arroyo Arts Collective 1998 - Present
Roxbury Capital Management November 2001 - November 2009
Roxbury Capital Management January 2001 - January 2006
Merrill Lynch Investment Managers January 1998 - January 2001
MLIM 1995 - 2001
Merrill Lynch Investment Managers January 1995 - January 1998
CMB Investment Managers March 1980 - March 1995
National Mutual Funds Management January 1985 - January 1995
Skills
Finance, Web Content, Grant Administration, Grant Writing, Coordinating Events, Operations Management, Project Management, Event Management, Project Coordination, Cross-functional..., Program Coordination, Equities, Art, Management, Sculpture, Fine Art, Access
Education
Grand Canyon University 2009 — 2011
BA, Business Administration
West Los Angeles City College 1974 — 1976
AA, General Art Studies
Grand Canyon University; West Los Angeles College
BA, Process
Jon Foust's Roxbury Capital Management Experience Director of Marketing & Client ServiceRoxbury Capital2000 - Present
Job Director of Marketing & Client Service at Roxbury Capital Management
Industry Financial Services
Experience
Roxbury Capital Management Director of Marketing & Client ServiceRoxbury Capital2000 - Present
Skills
Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Allocation
Education
St. Olaf College 1984 — 1988
BA, Economics, Psychology
Roxbury Capital Management Director of Marketing & Client ServiceRoxbury Capital2000 - Present
Skills
Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Allocation
Education
St. Olaf College 1984 — 1988
BA, Economics, Psychology
Richard Graziadei's Roxbury Capital Management Experience July 1998 - July 2009
Job Lead Equity Portfolio Manager, Private Asset Management, TIAACREF Trust Company, FSB
Industry Investment Management
Experience
TIAA-CREF July 2009 - Present
Roxbury Capital Management July 1998 - July 2009
US Navy June 1995 - July 1996
US Navy October 1992 - June 1995
US Navy October 1990 - October 1992
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Georgetown University 1985 — 1989
BSFS, International Economic Theory
TIAA-CREF July 2009 - Present
Roxbury Capital Management July 1998 - July 2009
US Navy June 1995 - July 1996
US Navy October 1992 - June 1995
US Navy October 1990 - October 1992
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Georgetown University 1985 — 1989
BSFS, International Economic Theory
Heather Blomgren's Roxbury Capital Management Experience February 2007 - Present
Job Consultant Services Manager at Roxbury Capital Management
Industry Investment Management
Experience
Roxbury Capital Management February 2007 - Present
Skills
Series 6, Series 63
Education
University of Northern Colorado 1996 — 2000
Bachelor of Science (BS), Finance, General
Roxbury Capital Management February 2007 - Present
Skills
Series 6, Series 63
Education
University of Northern Colorado 1996 — 2000
Bachelor of Science (BS), Finance, General
Grace Oviatt's Roxbury Capital Management Experience July 2006 - January 2009
Job Paralegal at U.S. Attorneys Office
Industry Legal Services
Experience
Forfeiture Support Associates November 2011 - Present
Law Office of Philip Shakhnis June 2010 - November 2011
Roxbury Capital Management July 2006 - January 2009
Engemann Asset Management April 1995 - June 2006
Skills
Series 7, Securities, Due Diligence, Series 63, Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Litigation, FINRA, Mutual Funds, Asset Management, Legal Research, Risk Management, Trading, Portfolio Management, Finance
Education
University of California, Los Angeles 2010 — 2010
Paralegal Certificate
UNIVERSITY OF LA VERNE
Bachelor of Science, Business Administration
Forfeiture Support Associates November 2011 - Present
Law Office of Philip Shakhnis June 2010 - November 2011
Roxbury Capital Management July 2006 - January 2009
Engemann Asset Management April 1995 - June 2006
Skills
Series 7, Securities, Due Diligence, Series 63, Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Litigation, FINRA, Mutual Funds, Asset Management, Legal Research, Risk Management, Trading, Portfolio Management, Finance
Education
University of California, Los Angeles 2010 — 2010
Paralegal Certificate
UNIVERSITY OF LA VERNE
Bachelor of Science, Business Administration
Patrick Kenville's Roxbury Capital Management Experience December 2010 - January 2011
Job Financial Analyst at University of Maryland Medical Center
Industry Financial Services
Experience
University of Maryland Medical Center August 2012 - Present
Murphy and Nolan, Inc. December 2011 - April 2012
Roxbury Capital Management December 2010 - January 2011
Merrill Lynch May 2010 - August 2010
Rockbridge Investment Management June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Christian Brothers Academy
University of Maryland Medical Center August 2012 - Present
Murphy and Nolan, Inc. December 2011 - April 2012
Roxbury Capital Management December 2010 - January 2011
Merrill Lynch May 2010 - August 2010
Rockbridge Investment Management June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Christian Brothers Academy
Becky Krulik's Roxbury Capital Management Experience November 2012 - Present
Job Compliance Analyst at Roxbury Capital Management
Industry Financial Services
Experience
Roxbury Capital Management November 2012 - Present
Thrivent Financial for Lutherans November 2011 - November 2012
Thrivent Financial for Lutherans February 2010 - November 2011
Thrivent Financial for Lutherans March 2007 - April 2011
Thrivent Financial for Lutherans March 2007 - August 2007
Wells Fargo Investments August 2005 - March 2007
Skills
Series 63, Series 24, Series 53, Series 66
Education
Capella University 2008 — 2010
MBA, Finance
Iowa State University 2001 — 2005
BS, Finance
Roxbury Capital Management November 2012 - Present
Thrivent Financial for Lutherans November 2011 - November 2012
Thrivent Financial for Lutherans February 2010 - November 2011
Thrivent Financial for Lutherans March 2007 - April 2011
Thrivent Financial for Lutherans March 2007 - August 2007
Wells Fargo Investments August 2005 - March 2007
Skills
Series 63, Series 24, Series 53, Series 66
Education
Capella University 2008 — 2010
MBA, Finance
Iowa State University 2001 — 2005
BS, Finance
Christopher Warne's Roxbury Capital Management Experience 1998 - 1998
Job Warne Law Firm, A Professional Corporation
Industry Law Practice
Experience
Warne Law Firm, A Professional Corporation 2011 - Present
San Fernando Valley Bar Association November 2014 - Present
Wasserman, Comden & Casselman, LLP 2007 - 2011
Browne Asset Management, LLC 2003 - 2005
Raymond James Financial Services 2001 - 2003
Ocean Fund Advisors, LLC 2000 - 2000
Corporate Financial Partners 1999 - 1999
Roxbury Capital Management 1998 - 1998
Skills
Marketing, Legal Advice, Litigation, Dispute Resolution, Civil Litigation, Legal Writing, Corporate Law, Legal Research, Commercial Litigation, Copyright Law, Westlaw, Courts, Personal Injury, Employment Law, Product Liability, Class Actions, Alternative Dispute..., Wills, Trial Practice, Appeals, Construction Law, Intellectual Property, Trials, Criminal Defense, Torts, Bankruptcy, Patents, Legal Assistance, Family Law, Arbitration, Research, Licensing, Administrative Law, Trade Secrets, Trademark Infringement, Business Litigation, Corporate Governance, Criminal Law, Trusts, Mediation, Hearings, Insurance Law, Trademarks, Securities Regulation, Real Estate
Education
Vanderbilt University 1997 — 2001
BS
Harvard-Westlake 1991 — 1997
Pepperdine University School of Law 2002 — 2005
JD
Center for Entreprenurship, Technology, and the Law at Pepperdine University
Fellow
ABOTA Jack Daniels Trial Acadamy
California State Bar Real Property Section
Real Property Law Boot Camp
Warne Law Firm, A Professional Corporation 2011 - Present
San Fernando Valley Bar Association November 2014 - Present
Wasserman, Comden & Casselman, LLP 2007 - 2011
Browne Asset Management, LLC 2003 - 2005
Raymond James Financial Services 2001 - 2003
Ocean Fund Advisors, LLC 2000 - 2000
Corporate Financial Partners 1999 - 1999
Roxbury Capital Management 1998 - 1998
Skills
Marketing, Legal Advice, Litigation, Dispute Resolution, Civil Litigation, Legal Writing, Corporate Law, Legal Research, Commercial Litigation, Copyright Law, Westlaw, Courts, Personal Injury, Employment Law, Product Liability, Class Actions, Alternative Dispute..., Wills, Trial Practice, Appeals, Construction Law, Intellectual Property, Trials, Criminal Defense, Torts, Bankruptcy, Patents, Legal Assistance, Family Law, Arbitration, Research, Licensing, Administrative Law, Trade Secrets, Trademark Infringement, Business Litigation, Corporate Governance, Criminal Law, Trusts, Mediation, Hearings, Insurance Law, Trademarks, Securities Regulation, Real Estate
Education
Vanderbilt University 1997 — 2001
BS
Harvard-Westlake 1991 — 1997
Pepperdine University School of Law 2002 — 2005
JD
Center for Entreprenurship, Technology, and the Law at Pepperdine University
Fellow
ABOTA Jack Daniels Trial Acadamy
California State Bar Real Property Section
Real Property Law Boot Camp
Dimo Javadi's Roxbury Capital Management Experience 1999 - 2001
Job Sales Landsberg Orora
Industry Packaging and Containers
Experience
Amcor Landsberg November 2001 - Present
Roxbury Capital Management 1999 - 2001
Wilshire Associates 1996 - 1999
Skills
Sales, account manag, Packaging, Continuous Improvement, Folding Cartons, Negotiation, Packaging Engineering, Flexo, Operational Excellence, Process Improvement, Product Development, Food Packaging, Sales Order, Supply Chain, Sales Management, Global Sourcing, Plastics
Education
University of California, Los Angeles 1989 — 1994
Bachelor of Arts (B.A.)
Christ's College, Blackheath, London 1985 — 1989
Advanced, Advanced
Amcor Landsberg November 2001 - Present
Roxbury Capital Management 1999 - 2001
Wilshire Associates 1996 - 1999
Skills
Sales, account manag, Packaging, Continuous Improvement, Folding Cartons, Negotiation, Packaging Engineering, Flexo, Operational Excellence, Process Improvement, Product Development, Food Packaging, Sales Order, Supply Chain, Sales Management, Global Sourcing, Plastics
Education
University of California, Los Angeles 1989 — 1994
Bachelor of Arts (B.A.)
Christ's College, Blackheath, London 1985 — 1989
Advanced, Advanced
Forrest Davis's Roxbury Capital Management Experience February 2000 - October 2001
Job Business System Analyst at Capital Group
Industry Financial Services
Experience
Capital Group August 2012 - Present
Metropolitan West Capital Management, LLC May 2010 - August 2012
Capital Group April 2006 - March 2009
Capital Group October 2001 - March 2006
Roxbury Capital Management February 2000 - October 2001
Roxbury Capital Management February 2000 - October 2001
SDA Language Institutes August 1998 - August 1999
Education
Pacific Union College
Bachelor of Business Administration, Accounting
Capital Group August 2012 - Present
Metropolitan West Capital Management, LLC May 2010 - August 2012
Capital Group April 2006 - March 2009
Capital Group October 2001 - March 2006
Roxbury Capital Management February 2000 - October 2001
Roxbury Capital Management February 2000 - October 2001
SDA Language Institutes August 1998 - August 1999
Education
Pacific Union College
Bachelor of Business Administration, Accounting
Michael Dupuis's Roxbury Capital Management Experience 1999 - 2002
Job Principal at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group January 2012 - Present
Trust Company of the West May 2002 - December 2011
Roxbury Capital Management 1999 - 2002
Munn, Bernhard and Associates 1997 - 1999
Kidder Peabody & Company 1988 - 1997
Education
Ohio University
BS
The Blackstone Group January 2012 - Present
Trust Company of the West May 2002 - December 2011
Roxbury Capital Management 1999 - 2002
Munn, Bernhard and Associates 1997 - 1999
Kidder Peabody & Company 1988 - 1997
Education
Ohio University
BS
Robert Marvin's Roxbury Capital Management Experience June 2002 - February 2013
Job Partner at Hood River Capital Management
Industry Investment Management
Experience
Hood River Capital Management February 2013 - Present
Roxbury Capital Management June 2002 - February 2013
Columbia Capital Management, LLC July 1998 - June 2002
Skills
Investments
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
UC Berkeley 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Hood River Capital Management February 2013 - Present
Roxbury Capital Management June 2002 - February 2013
Columbia Capital Management, LLC July 1998 - June 2002
Skills
Investments
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
UC Berkeley 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
John Liang's Roxbury Capital Management Experience September 2000 - June 2003
Job Director at PwC
Industry Accounting
David Springer's Roxbury Capital Management Experience March 2000 - September 2003
Job Managing Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management May 2014 - Present
Lazard September 2003 - April 2014
Roxbury Capital Management March 2000 - September 2003
Education
Texas State University-San Marcos 1984 — 1989
BBA, Marketing/Finance
Babson Capital Management May 2014 - Present
Lazard September 2003 - April 2014
Roxbury Capital Management March 2000 - September 2003
Education
Texas State University-San Marcos 1984 — 1989
BBA, Marketing/Finance
David Swank's Roxbury Capital Management Experience March 2009 - April 2013
Job President, Chief Investment Officer, CoFounder at Hood River Capital Management
Industry Investment Management
Experience
Hood River Capital Management February 2013 - Present
Roxbury Capital Management March 2009 - April 2013
GMT Capital 2008 - 2009
Morgan Stanley 2004 - 2008
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Equity Research, Investment Strategies
Education
Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
Bachelor's degree, Commerce
Hood River Capital Management February 2013 - Present
Roxbury Capital Management March 2009 - April 2013
GMT Capital 2008 - 2009
Morgan Stanley 2004 - 2008
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Equity Research, Investment Strategies
Education
Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
Bachelor's degree, Commerce
Ghaith Abdulla's Roxbury Capital Management Experience April 2000 - November 2001
Job Records Clerk at Vendor Direct Solutions
Industry Legal Services
Experience
Vendor Direct Solutions May 2004 - Present
Aimco December 2001 - May 2004
Roxbury Capital Management April 2000 - November 2001
Skills
Filing
Education
West Los Angeles College 2003 — 2005
General Education
Pierce College 1991 — 1992
Computer Drafting
Vendor Direct Solutions May 2004 - Present
Aimco December 2001 - May 2004
Roxbury Capital Management April 2000 - November 2001
Skills
Filing
Education
West Los Angeles College 2003 — 2005
General Education
Pierce College 1991 — 1992
Computer Drafting
Diane Maiden's Roxbury Capital Management Experience September 1991 - June 1999
Job Vice President at NWQ Investment Management Co., LLC
Industry Investment Management
Experience
NWQ Investment Management Co., LLC 2005 - Present
NetAssetManagement, Inc. January 2000 - August 2002
Roxbury Capital Management September 1991 - June 1999
Trust Company of the West September 1981 - August 1991
Skills
Investments, Compliance, Equities, Trading, Investment Management, Mutual Funds, Portfolio Management, Asset Management, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (BA), Communications
NWQ Investment Management Co., LLC 2005 - Present
NetAssetManagement, Inc. January 2000 - August 2002
Roxbury Capital Management September 1991 - June 1999
Trust Company of the West September 1981 - August 1991
Skills
Investments, Compliance, Equities, Trading, Investment Management, Mutual Funds, Portfolio Management, Asset Management, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (BA), Communications
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY