Schooner Investment Group LLC

Description

Address: 676 Swedesford Rd # 130, Wayne, PA 19087 Phone: (484) 580-8086Website: : : : Place name: Category: Hours: : : : 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Schooner Investment Group Posting publicly on the Web Write a review Reviews Be the first to review

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Schooner Investment Group LLC Employees

Employee
Years
Job
Industry
Sarah Wiewel Sarah Wiewel Dallas/Fort Worth Area Details
Sarah Wiewel's Schooner Investment Group LLC Experience July 2013 - Present
Job Senior Portfolio Strategist at Schooner Investment Group LLC
Industry Financial Services
Experience
Schooner Investment Group LLC   July 2013 - Present
Schooner Investment Group LLC   October 2011 - June 2013
New England Patriots  April 2011 - April 2012
Sun Life Financial  2010 - 2011
faithHighway  May 2009 - August 2009
Sendera Investment Group   May 2008 - August 2008

Skills
Investments, Mutual Funds, Investment Strategies, Investment Management, Finance, Series 6, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Risk, Series 63, Series 7, Financial Modeling, Equities

Education
Boston College
Bachelor of Arts, Honors Economics, Minor- Middle Eastern Studies

Scott Lauder Scott Lauder Greater New York City Area Details
Scott Lauder's Schooner Investment Group LLC Experience January 2009 - April 2009
Job CoOwner/Director of Operations at Athletes Warehouse LLC
Industry Health, Wellness and Fitness
Experience
Athletes Warehouse LLC   January 2014 - Present
FIS Marketing   January 2012 - January 2014
ANNUCO   January 2011 - April 2012
Stadion Money Management  May 2009 - January 2011
Schooner Investment Group LLC   January 2009 - April 2009
Allianz Life  October 2006 - September 2008
MassMutual  March 1999 - October 2006
Northstar Funds   July 1996 - November 1998
Smith Barney Mutual Funds   1994 - 1995

Skills
Annuities, Mutual Funds, Fixed Annuities, Annuity, Wholesaling, Public Speaking, Alternative Investments, Mentoring, Series 6, Series 63, Variable Annuities, Wholesale, 401k, Investment Advisory, Sales Management, Series 7, Retirement Planning, ETFs, Strategy, Selling, Separately Managed..., Asset Allocation, Equities, Investment Strategies, Retirement, Series 24, Series 65, Wealth Management, Sales

Education
St. Raymonds H.S for Boys   1985 — 1987

Elmira College
Marketing

Janielle Lucas Janielle Lucas Greater Philadelphia Area Details
Janielle Lucas's Schooner Investment Group LLC Experience July 2009 - Present
Job National Relationship Manager at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC   July 2009 - Present
SJM Promotions   January 2007 - June 2009
Titan Marketing Group  July 2007 - January 2009

Skills
Investments, Mutual Funds, Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Securities, Retirement Planning, Investment Management, Fixed Income, Asset Allocation, ETFs, Investment Advisory, Bonds, Options, Series 63, Capital Markets, Derivatives, Financial Markets, Wealth Management, Trading, Investment Strategies, Equities, Fixed Annuities, Financial Advisory, Private Equity, Asset Management, Separately Managed..., Fund Of Funds, Financial Services, Institutional..., Bloomberg, Equity Research, Structured Products, Wealth Management..., Series 65, Series 24, Series 7, High Net Worth..., Series 6, FINRA, 401k, Wealth, Strategic Financial..., IRAs, Private Banking, Retirement Plan..., Retirement, 401k Rollovers, Certified Financial...

Education
Rowan University   2002 — 2006
Bachelor's degree, Law and Psychology

Brian McCabe Brian McCabe Greater Detroit Area Details
Brian McCabe's Schooner Investment Group LLC Experience February 2009 - January 2013
Job Managing Director at AUM Strategies
Industry Financial Services
Experience
AUM Strategies   August 2014 - Present
Access Distribution Partners   February 2013 - July 2014
Schooner Investment Group LLC   February 2009 - January 2013
Munder Capital Management  May 2005 - November 2008
Woodworth Financial   June 2004 - May 2005
Michigan Financial Companies  September 2001 - June 2004
DTE Energy  November 1993 - September 2001
Ross Roy Advertising Agency   1991 - 1992
Campbell and Company  1988 - 1991
World Championship Tennis   1987 - 1988

Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning

Education
Michigan State University   1979 — 1983
James Madison College ~ International Relations

University Liggett

University Liggett

Morgan Avitabile, CFA Morgan Avitabile, CFA Greater Philadelphia Area Details
Morgan Avitabile, CFA's Schooner Investment Group LLC Experience February 2014 - Present
Job Associate, Investment Management at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC   February 2014 - Present
CFA Society of Philadelphia   July 2013 - Present
Albert M. Greenfield Home & School Association   September 2012 - August 2014
Visor Alternative Investments   May 2007 - December 2013
Schooner Investment Group LLC   2009 - 2010
BNP Paribas/CooperNeff Advisors, Inc.   March 1998 - March 2007
Orth-Rodgers and Associates   October 1996 - March 1998

Skills
Risk Management, Derivatives, Convertible Bonds, Convertible Arbitrage, High Yield Bonds, Fixed Income, Credit, Quantitative Investment..., Options, Capital Markets, Securities, Trading, Portfolio Management, Bloomberg, Hedging, Asset Management, Investments, Mutual Funds, Investment Management, Hedge Funds, Credit Derivatives, Alternative Investments, Equities, Quantitative Analytics, Structured Products, Equity Derivatives, Asset Allocation, Investment Strategies, Bonds, Alpha Generation

Education
University of Pennsylvania   1992 — 1996
BS, Engineering

Jeremy McCann Jeremy McCann Greater Philadelphia Area Details
Jeremy McCann's Schooner Investment Group LLC Experience January 2008 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
Schooner Investment Group LLC   January 2008 - Present
Sailfish Capital   2007 - 2008
Polaris Advisors  2002 - 2007

Education
McGill University   1998 — 2001
Commerce, Finance

McGill University

Caitlin Bryson Caitlin Bryson Greater Boston Area Details
Caitlin Bryson's Schooner Investment Group LLC Experience September 2014 - Present
Job Vice President, Wealth Management Distribution at Schooner Investment Group LLC
Industry Investment Management
Experience
Schooner Investment Group LLC   September 2014 - Present
Eaton Vance  August 2012 - August 2014
Turner Investment Partners  December 2010 - July 2012
Janney Montgomery Scott  July 2010 - December 2010
Janney Montgomery Scott  November 2008 - July 2010
Janney Montgomery Scott  January 2008 - November 2008

Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Securities, Separately Managed..., Asset Allocation, Series 65, Variable Annuities, Series 63, Investment Strategies, Equities, Separate Accounts, Public Speaking, Presentations, Financial Advisory, Portfolio Management, ETFs

Education
Merrimack College   2003 — 2006
Bachelor of Arts (B.A.), Communication Studies

Fordham University   2002 — 2003
Bachelor of Arts (B.A.)

Greg Levinson Greg Levinson Greater Philadelphia Area Details
Greg Levinson's Schooner Investment Group LLC Experience January 2008 - Present
Job CEO Schooner Funds
Industry Investment Management
Experience
Schooner Investment Group LLC   January 2008 - Present
Schooner Funds   January 2008 - Present
Sailfish Capital Partners  2007 - 2007
Polaris Advisors  2002 - 2006
BNP Paribas  1995 - 2002
Cooper Neff  1995 - 2002

Education
University of Pennsylvania - The Wharton School   1991 — 1995
BS, Economics - Finance

Tony Fusco Tony Fusco Greater Philadelphia Area Details
Tony Fusco's Schooner Investment Group LLC Experience January 2008 - Present
Job Portfolio Manager/Senior Trader at Schooner Investment Group LLC
Industry Financial Services
Experience
Schooner Investment Group LLC   January 2008 - Present
Polaris Advisors  January 2002 - December 2005
BNP/ Cooper Neff  1996 - 1999

Skills
Alternative Investments, Hedge Funds, Convertible Bonds, Options, Equities, Convertible Arbitrage, Derivatives, Volatility, Series 7, Trading, Portfolio Management, Investments

Education
University of Pennsylvania   1992 — 1996
Economics/Finance

University of Pennsylvania - The Wharton School   1992 — 1996
BS, Economics/Finance

Holy Spirit High School   1988 — 1992