Rushmore Investment Advisors
Industry: Company
DescriptionFounded: 1996 Parent organization: Boston Private Wealth LLC
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Rushmore Investment Advisors Employees
Employee
Years
Job
Industry
Molly Iler Molly Iler's Rushmore Investment Advisors Experience February 2012 - September 2012
Job Account Manager at StudioGood
Industry Marketing and Advertising
Experience
StudioGood May 2015 - Present
Culture Farm August 2014 - May 2015
Tory Burch April 2014 - May 2015
BrandCory October 2013 - August 2014
BrandCory September 2012 - October 2013
Rushmore Investment Advisors February 2012 - September 2012
The Leukemia & Lymphoma Society August 2011 - December 2011
KU Info August 2010 - December 2011
Impact Foods June 2011 - August 2011
Student Union Actvities August 2009 - April 2011
Skills
Management, Event Planning, Fundraising, Event Management, Volunteer Management, Non-profits, Public Speaking, Social Media, Facebook, Community Outreach, Public Relations, Microsoft Office, PowerPoint, Research, Tumblr, Customer Service, Social Networking, Microsoft Excel, Microsoft Word, Marketing Communications, Recruiting, Social Media Marketing, Marketing
Education
University of Kansas 2007 — 2011
Bachelor's, English
Summit Senior High School
Summit Senior High School
StudioGood May 2015 - Present
Culture Farm August 2014 - May 2015
Tory Burch April 2014 - May 2015
BrandCory October 2013 - August 2014
BrandCory September 2012 - October 2013
Rushmore Investment Advisors February 2012 - September 2012
The Leukemia & Lymphoma Society August 2011 - December 2011
KU Info August 2010 - December 2011
Impact Foods June 2011 - August 2011
Student Union Actvities August 2009 - April 2011
Skills
Management, Event Planning, Fundraising, Event Management, Volunteer Management, Non-profits, Public Speaking, Social Media, Facebook, Community Outreach, Public Relations, Microsoft Office, PowerPoint, Research, Tumblr, Customer Service, Social Networking, Microsoft Excel, Microsoft Word, Marketing Communications, Recruiting, Social Media Marketing, Marketing
Education
University of Kansas 2007 — 2011
Bachelor's, English
Summit Senior High School
Summit Senior High School
Aaron Vann Aaron Vann's Rushmore Investment Advisors Experience 2003 - September 2013
Job Director of Quantitative Analysis at Banyan Partners
Industry Financial Services
Experience
Banyan Partners October 2013 - Present
Rushmore Investment Advisors 2003 - September 2013
Seperate Account Money Manager September 2003 - 2004
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Equity Research, Quantitative Analytics, Asset Management, Private Equity, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Business Adminstration, Concentration in Finance
Southern Methodist University - Cox School of Business 2002 — 2004
Graduate Finance Certificate, Finance
Austin College 1996 — 2001
Bachelor of Arts, Business Administration
Banyan Partners October 2013 - Present
Rushmore Investment Advisors 2003 - September 2013
Seperate Account Money Manager September 2003 - 2004
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Equity Research, Quantitative Analytics, Asset Management, Private Equity, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Business Adminstration, Concentration in Finance
Southern Methodist University - Cox School of Business 2002 — 2004
Graduate Finance Certificate, Finance
Austin College 1996 — 2001
Bachelor of Arts, Business Administration
David Boone, CFA's Rushmore Investment Advisors Experience September 2008 - November 2010
Job Quantitative Performance Associate
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Bill Brekke's Rushmore Investment Advisors Experience 1990 - 1993
Job Reporting Systems Trainer with Epic Software at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente November 2014 - Present
Arts & Analytics, Inc December 2013 - March 2014
IMS May 2011 - November 2013
Centers for Medicare & Medicaid Services September 2010 - March 2011
Maryland Department of Housing and Community Development January 2010 - May 2010
Systems4PT 2003 - 2008
Charles E Smith Realty 1993 - 2000
Rushmore Investment Advisors 1990 - 1993
Skills
SQL, Program Management, Requirements Analysis, Business Analysis, Databases, Business Intelligence, XML, Enterprise Architecture, Web Development, .NET, SDLC, Information Architecture, MS-SSIS, Acting, Software Documentation, Analysis, Testing, Data Warehousing, Cloud Computing, Microsoft SQL Server, Project Management, SharePoint, Management
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1986
msds, Decision Science
University of Florida 1973 — 1977
bsa, entomology
Kaiser Permanente November 2014 - Present
Arts & Analytics, Inc December 2013 - March 2014
IMS May 2011 - November 2013
Centers for Medicare & Medicaid Services September 2010 - March 2011
Maryland Department of Housing and Community Development January 2010 - May 2010
Systems4PT 2003 - 2008
Charles E Smith Realty 1993 - 2000
Rushmore Investment Advisors 1990 - 1993
Skills
SQL, Program Management, Requirements Analysis, Business Analysis, Databases, Business Intelligence, XML, Enterprise Architecture, Web Development, .NET, SDLC, Information Architecture, MS-SSIS, Acting, Software Documentation, Analysis, Testing, Data Warehousing, Cloud Computing, Microsoft SQL Server, Project Management, SharePoint, Management
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1986
msds, Decision Science
University of Florida 1973 — 1977
bsa, entomology
brandon stephens brandon stephens's Rushmore Investment Advisors Experience October 1999 - September 2003
Job Business Analyst Consultant at Carlisle & Gallagher
Industry Financial Services
Experience
Carlisle & Gallagher June 2010 - Present
Traeger Pellet Grills, LLC 2013 - 2013
TD Ameritrade July 2004 - August 2009
TD Ameritrade June 2004 - August 2009
Rushmore Investment Advisors October 1999 - September 2003
Fidelity Investments January 1996 - January 1999
Skills
Catastrophic Personal..., Analysis, Asset Allocation, Banking, Business Acumen, Business Analysis, Business Process..., CRM, Coaching, Consulting, Contract Negotiation, Due Diligence, Equities, Finance, Fixed Income, Insurance, Investment Management, Investment Strategies, Investments, Leadership, Management, Management Consulting, Marketing Strategy, Mutual Funds, Options, Personal Injury, Portfolio Management, Process Improvement, Program Management, Real Estate, Research, Risk Management, Sales, Strategic Planning, Team Building, Time Management, Trading, Training
Education
Abilene Christian University 1990 — 1995
Bachelor of Science, Psychology
Abilene Christian University 1990 — 1994
BBA, Human Resource Management
Abilene Christian University
BS, Psychology
Carlisle & Gallagher June 2010 - Present
Traeger Pellet Grills, LLC 2013 - 2013
TD Ameritrade July 2004 - August 2009
TD Ameritrade June 2004 - August 2009
Rushmore Investment Advisors October 1999 - September 2003
Fidelity Investments January 1996 - January 1999
Skills
Catastrophic Personal..., Analysis, Asset Allocation, Banking, Business Acumen, Business Analysis, Business Process..., CRM, Coaching, Consulting, Contract Negotiation, Due Diligence, Equities, Finance, Fixed Income, Insurance, Investment Management, Investment Strategies, Investments, Leadership, Management, Management Consulting, Marketing Strategy, Mutual Funds, Options, Personal Injury, Portfolio Management, Process Improvement, Program Management, Real Estate, Research, Risk Management, Sales, Strategic Planning, Team Building, Time Management, Trading, Training
Education
Abilene Christian University 1990 — 1995
Bachelor of Science, Psychology
Abilene Christian University 1990 — 1994
BBA, Human Resource Management
Abilene Christian University
BS, Psychology
Jonathan Shiffer Jonathan Shiffer's Rushmore Investment Advisors Experience January 2000 - October 2012
Job VP Head of Portfolio Management at Curian Capital
Industry Investment Management
Experience
Curian Capital November 2012 - Present
RIA January 2000 - October 2012
Rushmore Investment Advisors January 2000 - October 2012
First Union Securities January 1998 - August 2000
Skills
Portfolio Management, Valuation, Investments, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Corporate Finance, Risk Management, Asset Allocation, Equity Research, Financial Analysis, Fixed Income, Due Diligence, Mergers, Trading, Wealth Management, Financial Planning, Mutual Funds, Financial Reporting, Securities, Investment Strategies, Economics, Excel, Capital Markets, Industry Analysis, Business Strategy, Technical Analysis, Strategic Planning, Investment Advisory, Investment Banking, Analysis, Commodities, Budgeting, Customer Relations, Microsoft Office, Entrepreneurship, Business Analysis, Real Estate, Risk, Project Finance, Retirement Planning, Private Equity, Investment Properties, Wholesale, Asset Managment, Financial Risk, Commodity, Bonds
Education
The University of Texas at Dallas 2000 — 2002
MBA, Finance / International Management
The University of Texas at Dallas 2000 — 2002
Bachelor of Science, Business Finance
Curian Capital November 2012 - Present
RIA January 2000 - October 2012
Rushmore Investment Advisors January 2000 - October 2012
First Union Securities January 1998 - August 2000
Skills
Portfolio Management, Valuation, Investments, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Corporate Finance, Risk Management, Asset Allocation, Equity Research, Financial Analysis, Fixed Income, Due Diligence, Mergers, Trading, Wealth Management, Financial Planning, Mutual Funds, Financial Reporting, Securities, Investment Strategies, Economics, Excel, Capital Markets, Industry Analysis, Business Strategy, Technical Analysis, Strategic Planning, Investment Advisory, Investment Banking, Analysis, Commodities, Budgeting, Customer Relations, Microsoft Office, Entrepreneurship, Business Analysis, Real Estate, Risk, Project Finance, Retirement Planning, Private Equity, Investment Properties, Wholesale, Asset Managment, Financial Risk, Commodity, Bonds
Education
The University of Texas at Dallas 2000 — 2002
MBA, Finance / International Management
The University of Texas at Dallas 2000 — 2002
Bachelor of Science, Business Finance
Preston Cecil Preston Cecil's Rushmore Investment Advisors Experience June 2008 - January 2012
Job Vice President Risk Management
Industry Investment Management
Experience
Innovate Auto Finance January 2012 - Present
Brookhaven College January 2012 - Present
Rushmore Investment Advisors June 2008 - January 2012
Rushmore Investment Advisors December 2007 - June 2008
University of North Texas August 2006 - May 2008
Skills
Equities, Risk, Asset Allocation, Portfolio Management, Financial Risk, Asset Managment, Investments, Equity Research, SAS, Forecasting, Credit, Quantitative Analytics, Macroeconomics, SQL, Statistical Modeling, Predictive Analytics, Credit Scoring, R, Business Intelligence, Risk Management, Basel II, Economics, Portfolio Optimization, Fixed Income, Bloomberg, Econometrics, Financial Modeling, Time Series Analysis, Data Mining, Statistics, Analysis, Predictive Modeling, Logistic Regression, Asset Management
Education
University of North Texas 2006 — 2008
M.S, Economic Research, Probability and Statistics, Top of class
Austin College 2002 — 2006
B.A, Economics
Innovate Auto Finance January 2012 - Present
Brookhaven College January 2012 - Present
Rushmore Investment Advisors June 2008 - January 2012
Rushmore Investment Advisors December 2007 - June 2008
University of North Texas August 2006 - May 2008
Skills
Equities, Risk, Asset Allocation, Portfolio Management, Financial Risk, Asset Managment, Investments, Equity Research, SAS, Forecasting, Credit, Quantitative Analytics, Macroeconomics, SQL, Statistical Modeling, Predictive Analytics, Credit Scoring, R, Business Intelligence, Risk Management, Basel II, Economics, Portfolio Optimization, Fixed Income, Bloomberg, Econometrics, Financial Modeling, Time Series Analysis, Data Mining, Statistics, Analysis, Predictive Modeling, Logistic Regression, Asset Management
Education
University of North Texas 2006 — 2008
M.S, Economic Research, Probability and Statistics, Top of class
Austin College 2002 — 2006
B.A, Economics
Beau R. Taylor, CIMA® Beau R. Taylor, CIMA®'s Rushmore Investment Advisors Experience November 1998 - March 2000
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
Andrew Weinberg's Rushmore Investment Advisors Experience September 2006 - September 2007
Job Inverdale Capital Management
Industry Financial Services
Experience
Inverdale Capital Management September 2012 - Present
PineBridge Investments September 2007 - August 2012
Rushmore Investment Advisors September 2006 - September 2007
Jefferies and Co May 1999 - April 2006
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Equity Research, Equity Trading, Stock Picking, Series 7, Financial Markets, Trading Systems, Asset Management, Options, Securities, Capital Markets, Trading, Electronic Trading
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science (BS)
Inverdale Capital Management September 2012 - Present
PineBridge Investments September 2007 - August 2012
Rushmore Investment Advisors September 2006 - September 2007
Jefferies and Co May 1999 - April 2006
Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Equity Research, Equity Trading, Stock Picking, Series 7, Financial Markets, Trading Systems, Asset Management, Options, Securities, Capital Markets, Trading, Electronic Trading
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science (BS)
Stephen Mergler's Rushmore Investment Advisors Experience April 2011 - October 2013
Job Banyan Partners
Industry Financial Services
Experience
Rushmore Investment Advisors April 2011 - October 2013
Northstar Capital Management 2000 - April 2011
Education
University of Florida 1984 — 1991
Rushmore Investment Advisors April 2011 - October 2013
Northstar Capital Management 2000 - April 2011
Education
University of Florida 1984 — 1991
Sue Piccirillo's Rushmore Investment Advisors Experience July 1995 - February 1997
Job Senior Accounting Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 1997 - Present
Rushmore Investment Advisors July 1995 - February 1997
Dean Witter June 1994 - June 1995
Education
Bucknell University 1990 — 1994
T. Rowe Price March 1997 - Present
Rushmore Investment Advisors July 1995 - February 1997
Dean Witter June 1994 - June 1995
Education
Bucknell University 1990 — 1994
Jason McPharlin's Rushmore Investment Advisors Experience April 2011 - September 2013
Job Portfolio Manager at Banyan Partners, LLC
Industry Financial Services
Experience
Banyan Partners October 2013 - November 2013
Rushmore Investment Advisors April 2011 - September 2013
Northstar Capital December 2003 - March 2011
DIRECTV Latin America 1998 - 2003
Education
Thunderbird School of Global Management 1995 — 1996
MIM, International Finance
Nova Southeastern UniversityMBA 1994 — 1995
MBA, Business
Banyan Partners October 2013 - November 2013
Rushmore Investment Advisors April 2011 - September 2013
Northstar Capital December 2003 - March 2011
DIRECTV Latin America 1998 - 2003
Education
Thunderbird School of Global Management 1995 — 1996
MIM, International Finance
Nova Southeastern UniversityMBA 1994 — 1995
MBA, Business
Gerald Kong's Rushmore Investment Advisors Experience June 2011 - August 2011
Job Cofounder and Managing Director at Amerina International Capital Management
Industry Investment Management
Experience
Amerina International Capital Management March 2012 - Present
Rushmore Investment Advisors June 2011 - August 2011
Ford Motor Company January 2004 - April 2010
Skills
Financial Modeling, Risk Management, Portfolio Management, Financial Analysis, Value Investing, Investments, Strategy, Hedge Funds, Equities, Valuation, Equity Research, Private Equity, Venture Capital, Business Valuation
Education
The University of Texas at Dallas - School of Management 2010 — 2011
MBA, Finance
North Carolina State University 2001 — 2003
Ph.D., Mechanical Engineering
Amerina International Capital Management March 2012 - Present
Rushmore Investment Advisors June 2011 - August 2011
Ford Motor Company January 2004 - April 2010
Skills
Financial Modeling, Risk Management, Portfolio Management, Financial Analysis, Value Investing, Investments, Strategy, Hedge Funds, Equities, Valuation, Equity Research, Private Equity, Venture Capital, Business Valuation
Education
The University of Texas at Dallas - School of Management 2010 — 2011
MBA, Finance
North Carolina State University 2001 — 2003
Ph.D., Mechanical Engineering
Dawn Hight's Rushmore Investment Advisors Experience September 2008 - March 2009
Job Real Estate Professional
Industry Real Estate
Experience
M. Christopher Custom Homes 2009 - 2012
Rushmore Investment Advisors September 2008 - March 2009
Education
University of Puget Sound 1995 — 1997
Bachelor of Business Administration (BBA), BA with International Emphasis
M. Christopher Custom Homes 2009 - 2012
Rushmore Investment Advisors September 2008 - March 2009
Education
University of Puget Sound 1995 — 1997
Bachelor of Business Administration (BBA), BA with International Emphasis
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