Sandhill Investment Management
Description
Address: Key Center South Tower, Buffalo, NY 14202 Phone: (716) 852-0279Hours: : : : : Website: : Category: : Place name: Website: http://www.sandhill-im.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sandhill Investment Management Posting publicly on the Web Write a review Reviews Be the first to review
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Sandhill Investment Management Employees
Employee
Years
Job
Industry
Christopher Mainard Christopher Mainard's Sandhill Investment Management Experience 2012 - 2014
Job Investment Operations Manager
Industry Investment Management
Experience
undisclosed 2014 - Present
Sandhill Investment Management 2012 - 2014
Taylor Investment Counselors September 2006 - April 2012
Advest, Inc. May 2001 - November 2005
Advest, Inc. March 1993 - April 2001
Skills
Crystal Reports, Access, Microsoft Excel, Advent, Moxy, Axys, ODBC, Light SQL, Trading, Back Office, Account Reconciliation, Portfolio Management, Securities, Finance, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments
Education
Manchester Community College
undisclosed 2014 - Present
Sandhill Investment Management 2012 - 2014
Taylor Investment Counselors September 2006 - April 2012
Advest, Inc. May 2001 - November 2005
Advest, Inc. March 1993 - April 2001
Skills
Crystal Reports, Access, Microsoft Excel, Advent, Moxy, Axys, ODBC, Light SQL, Trading, Back Office, Account Reconciliation, Portfolio Management, Securities, Finance, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments
Education
Manchester Community College
Larry S. Stolzenburg, CPA Larry S. Stolzenburg, CPA's Sandhill Investment Management Experience June 2008 - Present
Job Partner, Head of Private Client Services at Sandhill Investment Management
Industry Investment Management
Experience
Sandhill Investment Management June 2008 - Present
Stolzenburg, Federspiel, & Pfeifer CPA January 1983 - October 2006
Skills
Securities, Investments, Financial Modeling, Asset Management, Strategic Financial...
Education
Niagara University
Bachelor of Business Administration (B.B.A.), Accounting
Sandhill Investment Management June 2008 - Present
Stolzenburg, Federspiel, & Pfeifer CPA January 1983 - October 2006
Skills
Securities, Investments, Financial Modeling, Asset Management, Strategic Financial...
Education
Niagara University
Bachelor of Business Administration (B.B.A.), Accounting
Joe Greenwald, CPA Joe Greenwald, CPA's Sandhill Investment Management Experience May 2012 - October 2012
Job Tax Advisory Group Associate at Dopkins & Company, LLP
Industry Real Estate
Experience
Dopkins & Company, LLP 2013 - Present
LoVallo Real Estate August 2010 - Present
Golden Griffin Fund LLC May 2012 - May 2013
Canisius College January 2011 - May 2013
Sandhill Investment Management May 2012 - October 2012
Aurubis AG June 2011 - February 2012
Skills
Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Investments, Account Reconciliation, Customer Service, Financial Reporting, Sales, Bloomberg Terminal, Access, Management, PowerPoint, Microsoft Word
Education
Canisius College 2008 — 2012
Accounting & Finance
Dopkins & Company, LLP 2013 - Present
LoVallo Real Estate August 2010 - Present
Golden Griffin Fund LLC May 2012 - May 2013
Canisius College January 2011 - May 2013
Sandhill Investment Management May 2012 - October 2012
Aurubis AG June 2011 - February 2012
Skills
Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Investments, Account Reconciliation, Customer Service, Financial Reporting, Sales, Bloomberg Terminal, Access, Management, PowerPoint, Microsoft Word
Education
Canisius College 2008 — 2012
Accounting & Finance
Thomas Montemage Thomas Montemage's Sandhill Investment Management Experience 2007 - 2008
Job Portfolio Manager Credit Review at M&T Bank
Industry Banking
Experience
M&T Bank July 2015 - Present
M&T Bank December 2012 - Present
Arbor Commercial Mortgage February 2011 - December 2012
Citi 2009 - 2011
University System of Maryland 2009 - 2010
Sandhill Investment Management 2007 - 2008
Skills
Portfolio Management, Investments, Financial Analysis, Credit Risk, Financial Modeling, Asset Management, Capital Markets, Credit Analysis, Financial Risk, Financial Reporting, Real Estate Finance, Middle Market, Regulatory Affairs, Risk Management
Education
St. Bonaventure University 2011 — 2012
MBA
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration/ Finance
CFA Institute
M&T Bank July 2015 - Present
M&T Bank December 2012 - Present
Arbor Commercial Mortgage February 2011 - December 2012
Citi 2009 - 2011
University System of Maryland 2009 - 2010
Sandhill Investment Management 2007 - 2008
Skills
Portfolio Management, Investments, Financial Analysis, Credit Risk, Financial Modeling, Asset Management, Capital Markets, Credit Analysis, Financial Risk, Financial Reporting, Real Estate Finance, Middle Market, Regulatory Affairs, Risk Management
Education
St. Bonaventure University 2011 — 2012
MBA
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration/ Finance
CFA Institute
Mary K. Hosler Mary K. Hosler's Sandhill Investment Management Experience April 2013 - September 2015
Job Senior Business Manager at Pioneer Camp & Retreat Center Inc.
Industry Recreational Facilities and Services
Experience
Pioneer Camp & Retreat Center Inc August 2015 - Present
Sandhill Investment Management April 2013 - September 2015
Columban Sisters & St. Columban's on the Lake April 2013 - August 2015
Evans Bank May 1986 - April 2013
Evans Bank March 2003 - June 2008
Skills
Underwriting, Consumer Lending, Retail Banking, Performance Management, Talent Management, Branch Management, Cross Selling, Change Management, Branch Banking, Employee Relations, Business Strategy, Sales, Leadership, Training, Mortgage Banking, Portfolio Management, Loan Origination, Budgets, Risk Management, Management, Commercial Banking, Wealth Management, Process Improvement, Customer Service, Finance, Lines Of Credit, Team Building, Financial Services, Business Analysis, Business Development, Banking, Strategic Planning, Loans, Credit, Investments, Strategy
Education
University of Pennsylvania
Stonier Graduate School of Banking, Banking and Finance
Dale Carnegie 2001 — 2001
Leadership Training for Managers
Center for Financial Training 1998 — 2000
Foundations of Banking Diploma, Banking, Recognized for highest GPA
Center of Financial Training 1998 — 2000
General Banking Diploma, Banking, Recognized for highest GPA
Pioneer Camp & Retreat Center Inc August 2015 - Present
Sandhill Investment Management April 2013 - September 2015
Columban Sisters & St. Columban's on the Lake April 2013 - August 2015
Evans Bank May 1986 - April 2013
Evans Bank March 2003 - June 2008
Skills
Underwriting, Consumer Lending, Retail Banking, Performance Management, Talent Management, Branch Management, Cross Selling, Change Management, Branch Banking, Employee Relations, Business Strategy, Sales, Leadership, Training, Mortgage Banking, Portfolio Management, Loan Origination, Budgets, Risk Management, Management, Commercial Banking, Wealth Management, Process Improvement, Customer Service, Finance, Lines Of Credit, Team Building, Financial Services, Business Analysis, Business Development, Banking, Strategic Planning, Loans, Credit, Investments, Strategy
Education
University of Pennsylvania
Stonier Graduate School of Banking, Banking and Finance
Dale Carnegie 2001 — 2001
Leadership Training for Managers
Center for Financial Training 1998 — 2000
Foundations of Banking Diploma, Banking, Recognized for highest GPA
Center of Financial Training 1998 — 2000
General Banking Diploma, Banking, Recognized for highest GPA
Chris Kicinski, CPA, CFP(R)'s Sandhill Investment Management Experience August 2011 - Present
Job Vice President
Industry Financial Services
Experience
Sandhill Investment Management August 2011 - Present
Lumsden & McCormick Financial Services, LLC January 2007 - July 2011
Lumsden & McCormick July 2003 - July 2011
Rich Products 2002 - 2003
Stereo Advantage 2000 - 2001
Skills
Financial Analysis, Tax, Accounting, Financial Reporting, Financial Modeling, Auditing, Finance, Strategic Financial..., Investments, Retirement Planning, Equities, Fixed Income, Investment Management, 401k, Securities, High Net Worth..., Asset Management, Investment Advisory, Mutual Funds, Financial Planning
Education
State University of New York at Buffalo 2001 — 2003
Bachelors of Science, Accounting, Finance
University of Maryland College Park 1999 — 2001
Finance, Accounting
Williamsville South High School 1995 — 1999
Sandhill Investment Management August 2011 - Present
Lumsden & McCormick Financial Services, LLC January 2007 - July 2011
Lumsden & McCormick July 2003 - July 2011
Rich Products 2002 - 2003
Stereo Advantage 2000 - 2001
Skills
Financial Analysis, Tax, Accounting, Financial Reporting, Financial Modeling, Auditing, Finance, Strategic Financial..., Investments, Retirement Planning, Equities, Fixed Income, Investment Management, 401k, Securities, High Net Worth..., Asset Management, Investment Advisory, Mutual Funds, Financial Planning
Education
State University of New York at Buffalo 2001 — 2003
Bachelors of Science, Accounting, Finance
University of Maryland College Park 1999 — 2001
Finance, Accounting
Williamsville South High School 1995 — 1999
Lisa Lake Langley's Sandhill Investment Management Experience 2012 - Present
Job Partner,Sandhill Investment Management, Head of Institutional Sales
Industry Investment Management
Experience
Sandhill Investment Management 2012 - Present
International Product & Service Group 2008 - 2011
The Money Management Institute 2007 - 2009
Alliance Trust November 2007 - July 2008
Investment Dealers Assoc of Canada July 2006 - November 2007
First Asset Advisory Services July 2000 - June 2006
Skills
Investments, Asset Management, Financial Services, Portfolio Management, Wealth Management, Financial Advisory, Business Strategy, Strategic Planning, Securities, Strategy
Education
York University - Schulich School of Business 2007 — 2008
EMBA, International Business
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Global Executive MBA 2008
Loyola College in Maryland 1981 — 1985
Bachelors of Business Administration, Finance
Sandhill Investment Management 2012 - Present
International Product & Service Group 2008 - 2011
The Money Management Institute 2007 - 2009
Alliance Trust November 2007 - July 2008
Investment Dealers Assoc of Canada July 2006 - November 2007
First Asset Advisory Services July 2000 - June 2006
Skills
Investments, Asset Management, Financial Services, Portfolio Management, Wealth Management, Financial Advisory, Business Strategy, Strategic Planning, Securities, Strategy
Education
York University - Schulich School of Business 2007 — 2008
EMBA, International Business
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Global Executive MBA 2008
Loyola College in Maryland 1981 — 1985
Bachelors of Business Administration, Finance
Charles Maloney CMFC Charles Maloney CMFC's Sandhill Investment Management Experience July 2004 - April 2009
Job Partner, AP&T
Industry Venture Capital & Private Equity
Experience
AP&T April 2009 - Present
Sandhill Investment Management July 2004 - April 2009
Banc of America Investments October 2003 - July 2004
Quick & Relly/Fleet Bank January 1998 - October 2003
Quick & Reilly January 1984 - January 1998
Skills
Leadership, Management, Financial Services, Series 7, Marketing, Sales, Sales Management, Small Business, Investments, Securities, Financial Advisory
Education
St. Lawrence University 1974 — 1977
University School 1961 — 1973
AP&T April 2009 - Present
Sandhill Investment Management July 2004 - April 2009
Banc of America Investments October 2003 - July 2004
Quick & Relly/Fleet Bank January 1998 - October 2003
Quick & Reilly January 1984 - January 1998
Skills
Leadership, Management, Financial Services, Series 7, Marketing, Sales, Sales Management, Small Business, Investments, Securities, Financial Advisory
Education
St. Lawrence University 1974 — 1977
University School 1961 — 1973
Nicholas D'Ambrosio, Esq. Nicholas D'Ambrosio, Esq.'s Sandhill Investment Management Experience November 2014 - Present
Job Chief Compliance Officer at Sandhill Investment Management
Industry Legal Services
Experience
Sandhill Investment Management November 2014 - Present
Getman & Biryla, LLP February 2011 - November 2014
US Securities and Exchange Commission May 2013 - August 2013
Skills
Westlaw, Legal Research, Legal Writing, Courts, Lexis, Litigation, Trials, Commercial Litigation, Appeals, Financial Analysis, Bankruptcy, Security Agreements, Contract Law, Debtor/creditor Law, Commercial Banking, Data Modeling, Financial Econometrics, Eviews, Securities Regulation, Investment Company Act, Securities Exchange Act..., Private Equity, Fund Of Funds, Business Development..., Secured Transactions
Education
State University of New York at Buffalo - School of Management 2012 — 2014
J.D./MBA
State University of New York at Buffalo - Law School 2010 — 2014
J.D./MBA, Banking, Corporate, Finance, and Securities Law
State University of New York at Albany 2007 — 2010
B.A., Political Science
Sandhill Investment Management November 2014 - Present
Getman & Biryla, LLP February 2011 - November 2014
US Securities and Exchange Commission May 2013 - August 2013
Skills
Westlaw, Legal Research, Legal Writing, Courts, Lexis, Litigation, Trials, Commercial Litigation, Appeals, Financial Analysis, Bankruptcy, Security Agreements, Contract Law, Debtor/creditor Law, Commercial Banking, Data Modeling, Financial Econometrics, Eviews, Securities Regulation, Investment Company Act, Securities Exchange Act..., Private Equity, Fund Of Funds, Business Development..., Secured Transactions
Education
State University of New York at Buffalo - School of Management 2012 — 2014
J.D./MBA
State University of New York at Buffalo - Law School 2010 — 2014
J.D./MBA, Banking, Corporate, Finance, and Securities Law
State University of New York at Albany 2007 — 2010
B.A., Political Science
Richard Ryskalczyk, CFA's Sandhill Investment Management Experience June 2010 - Present
Job Partner, Financial Analyst at Sandhill Investment Management
Industry Investment Management
Experience
Sandhill Investment Management June 2010 - Present
Canisius College May 2009 - May 2010
Skills
Equity Research, Financial Modeling, Equity Valuation, Investments, Financial Analysis, Corporate Finance, Fixed Income, Valuation, Capital IQ, Portfolio Management, Microsoft Excel, Economics, Financial Statement..., Options, Bloomberg Terminal, Morningstar, Financial Services, Finance, DCF, Securities
Education
Canisius College 2007 — 2010
BS, Finance & Economics
Sandhill Investment Management June 2010 - Present
Canisius College May 2009 - May 2010
Skills
Equity Research, Financial Modeling, Equity Valuation, Investments, Financial Analysis, Corporate Finance, Fixed Income, Valuation, Capital IQ, Portfolio Management, Microsoft Excel, Economics, Financial Statement..., Options, Bloomberg Terminal, Morningstar, Financial Services, Finance, DCF, Securities
Education
Canisius College 2007 — 2010
BS, Finance & Economics
Shant Goubrial Shant Goubrial's Sandhill Investment Management Experience February 2015 - Present
Job Chief Operating Officer & Partner at Sandhill Investment Management
Industry Investment Management
Experience
Sandhill Investment Management February 2015 - Present
Sandhill Investment Management March 2012 - Present
Sandhill Investment Management April 2011 - March 2012
Central Transport October 2010 - June 2011
Central Transport International, Inc May 2008 - November 2010
Central Transport International, Inc October 2005 - May 2008
Central Transport International, Inc March 2004 - October 2005
Central Transport International, Inc November 2003 - March 2004
Skills
Strategy, Freight, Supply Chain, Management, Transportation, 3PL, Logistics, Business Process..., Training, Change Management, Customer Service, Analysis, Time Management, Sales, Operations Management, Human Resources, Transportation..., Shipping, Logistics Management
Education
Walsh College 2009 — 2010
Business Management, Management & Administration
Macomb Community College
Associates, Business Administration - General Business
Sandhill Investment Management February 2015 - Present
Sandhill Investment Management March 2012 - Present
Sandhill Investment Management April 2011 - March 2012
Central Transport October 2010 - June 2011
Central Transport International, Inc May 2008 - November 2010
Central Transport International, Inc October 2005 - May 2008
Central Transport International, Inc March 2004 - October 2005
Central Transport International, Inc November 2003 - March 2004
Skills
Strategy, Freight, Supply Chain, Management, Transportation, 3PL, Logistics, Business Process..., Training, Change Management, Customer Service, Analysis, Time Management, Sales, Operations Management, Human Resources, Transportation..., Shipping, Logistics Management
Education
Walsh College 2009 — 2010
Business Management, Management & Administration
Macomb Community College
Associates, Business Administration - General Business
Alex Tarr's Sandhill Investment Management Experience June 2011 - June 2012
Job Commercial Account Executive
Industry Computer Software
Experience
Salesforce June 2015 - Present
Oracle May 2013 - June 2015
Sandhill Investment Management June 2011 - June 2012
Sun Life Financial July 2003 - September 2010
Cornerstone Financial Group August 2001 - July 2003
Skills
Salesforce.com, SaaS, PaaS, Enterprise Software, Data Integration, Equities, Investment Management, Fixed Income, Securities, Financial Markets, CRM, Capital Markets, Bloomberg, Equity Research, Business Development, Account Management, Institutional, Oracle Applications, Cloud Computing, Databases, Oracle RAC, Software, Hardware, SOA, Identity Management, WebCenter, Mobile Security, Sales, Solution Selling, Management, Sales Process
Education
Ithaca College 1997 — 2001
Salesforce June 2015 - Present
Oracle May 2013 - June 2015
Sandhill Investment Management June 2011 - June 2012
Sun Life Financial July 2003 - September 2010
Cornerstone Financial Group August 2001 - July 2003
Skills
Salesforce.com, SaaS, PaaS, Enterprise Software, Data Integration, Equities, Investment Management, Fixed Income, Securities, Financial Markets, CRM, Capital Markets, Bloomberg, Equity Research, Business Development, Account Management, Institutional, Oracle Applications, Cloud Computing, Databases, Oracle RAC, Software, Hardware, SOA, Identity Management, WebCenter, Mobile Security, Sales, Solution Selling, Management, Sales Process
Education
Ithaca College 1997 — 2001
Joseph Foy's Sandhill Investment Management Experience October 2013 - May 2014
Job MO at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Sandhill Investment Management October 2013 - May 2014
Golden Griffin Fund August 2013 - May 2014
INSTALLS inc December 2012 - October 2013
Economics & Finance Club - Canisius College August 2012 - May 2013
Northtown Lexus May 2011 - December 2012
MassMutual Financial Group June 2012 - August 2012
Canisius College September 2010 - May 2011
Tim Hortons July 2009 - September 2010
Meszaros International Center of Entrepreneurship (MICE) 2009 - 2010
Skills
Microsoft Office, Budgets, Leadership
Education
Canisius College 2010 — 2014
BS, Economics and Finance
Citi May 2014 - Present
Sandhill Investment Management October 2013 - May 2014
Golden Griffin Fund August 2013 - May 2014
INSTALLS inc December 2012 - October 2013
Economics & Finance Club - Canisius College August 2012 - May 2013
Northtown Lexus May 2011 - December 2012
MassMutual Financial Group June 2012 - August 2012
Canisius College September 2010 - May 2011
Tim Hortons July 2009 - September 2010
Meszaros International Center of Entrepreneurship (MICE) 2009 - 2010
Skills
Microsoft Office, Budgets, Leadership
Education
Canisius College 2010 — 2014
BS, Economics and Finance
Stephen Garvin's Sandhill Investment Management Experience March 2013 - Present
Job Sr. Advisor Vice President Business Development at Sandhill Investment Management
Industry Investment Management
Experience
Sandhill Investment Management March 2013 - Present
Southwest Securities January 1990 - November 2004
Skills
Business Development, CRM, Marketing, Competitive Analysis, Asset Management, Portfolio Management, Financial Modeling, Relationship Management, Finance, Entrepreneurship, Investments, Public Speaking, Strategic Financial..., Financial Planning, Mergers & Acquisitions, Securities, Customer Service
Education
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Wharton School, University of Pennsylvania 1993 — 1995
Securities Industry Institue, Securities and Ethics
Southern Methodist University - Cox School of Business 1984 — 1985
Marketing and Finance
St. Francis High School 1975 — 1979
Sandhill Investment Management March 2013 - Present
Southwest Securities January 1990 - November 2004
Skills
Business Development, CRM, Marketing, Competitive Analysis, Asset Management, Portfolio Management, Financial Modeling, Relationship Management, Finance, Entrepreneurship, Investments, Public Speaking, Strategic Financial..., Financial Planning, Mergers & Acquisitions, Securities, Customer Service
Education
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Wharton School, University of Pennsylvania 1993 — 1995
Securities Industry Institue, Securities and Ethics
Southern Methodist University - Cox School of Business 1984 — 1985
Marketing and Finance
St. Francis High School 1975 — 1979