Segal Advisors
Industry: Company
DescriptionFounded: 1969 Subsidiary: Segal Rogerscasey LLC Parent organization: Segal Marco AdvisorsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSegal RogerscaseyWebsiteDirections Saved (0) Saved Save 3 Google reviews Business management consultant in New York City, New York Address: 333 W 34th St, New York, NY 10001 Hours: Closed ⋅ Opens 9AM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 251-5000Category: : Website: : : Place name: : : : Website: http://www.segalrc.com/ Category: Business management consultant 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for ThursdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Segal Rogerscasey Posting publicly on the Web Write a review Reviews 3 Google reviews
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Segal Advisors Employees
Employee
Years
Job
Industry
Catherine E. Hoffman Catherine E. Hoffman's Segal Advisors Experience September 2007 - September 2011
Job Senior Investment Consulting Associate / Client Relationship Manager
Industry Financial Services
Experience
Segal Rogerscasey October 2011 - Present
Segal Advisors September 2007 - September 2011
J&J Marine Yacht Sales January 2007 - August 2007
Yale University Careers December 2003 - June 2006
Skills
Asset Allocation, Investments, Pensions, Alternative Investments, Hedge Funds, Fixed Income, Investment Advisory, Equities, Asset Managment, Portfolio Management, Capital Markets, Private Equity, Mutual Funds, Investment Management, Investment Strategies, Financial Advisory, Wealth Management, Asset Management, Banking
Education
University of Connecticut 2013 — 2016
Master of Business Administration (M.B.A.)
EMLYON Business School 2015 — 2015
Exchange program, International Business
Providence College 2003 — 2007
B.A., History/Italian
Segal Rogerscasey October 2011 - Present
Segal Advisors September 2007 - September 2011
J&J Marine Yacht Sales January 2007 - August 2007
Yale University Careers December 2003 - June 2006
Skills
Asset Allocation, Investments, Pensions, Alternative Investments, Hedge Funds, Fixed Income, Investment Advisory, Equities, Asset Managment, Portfolio Management, Capital Markets, Private Equity, Mutual Funds, Investment Management, Investment Strategies, Financial Advisory, Wealth Management, Asset Management, Banking
Education
University of Connecticut 2013 — 2016
Master of Business Administration (M.B.A.)
EMLYON Business School 2015 — 2015
Exchange program, International Business
Providence College 2003 — 2007
B.A., History/Italian
Tommy Isaacs Tommy Isaacs's Segal Advisors Experience July 2010 - August 2010
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Julius Templin Julius Templin's Segal Advisors Experience April 2007 - Present
Job Investment Analyst at Segal Advisors
Industry Financial Services
Experience
Segal Advisors April 2007 - Present
People Finder Plus November 2006 - March 2007
HEB ISD October 2004 - August 2006
Casino Supply November 2005 - January 2006
Skills
Graphic Design, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Teaching, Photoshop, Illustrator, Analysis, Research, Social Networking, Google Analytics, WordPress
Education
Westwood College-Ft Worth 2004 — 2005
Associate of Arts & Science, Graphic Design & Multimedia
The University of Texas at Arlington 1998 — 2001
Bachelors of Art, Psychology
Segal Advisors April 2007 - Present
People Finder Plus November 2006 - March 2007
HEB ISD October 2004 - August 2006
Casino Supply November 2005 - January 2006
Skills
Graphic Design, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Teaching, Photoshop, Illustrator, Analysis, Research, Social Networking, Google Analytics, WordPress
Education
Westwood College-Ft Worth 2004 — 2005
Associate of Arts & Science, Graphic Design & Multimedia
The University of Texas at Arlington 1998 — 2001
Bachelors of Art, Psychology
Gino Reina Gino Reina's Segal Advisors Experience June 1997 - June 2011
Job Portfolio Manager
Industry Investment Management
Experience
SECOR Asset Management January 2011 - Present
Segal Advisors June 1997 - June 2011
Segal Advisors 1996 - 2008
Skills
Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Asset Allocation, Asset Managment, Electronic Trading, Equities, Financial Advisory, Hedge Funds, Fixed Income, Investment Management, Investments, Portfolio Management, Pension Funds, Strategy
Education
Hofstra University 1993 — 1996
BBA, Finance
SECOR Asset Management January 2011 - Present
Segal Advisors June 1997 - June 2011
Segal Advisors 1996 - 2008
Skills
Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Asset Allocation, Asset Managment, Electronic Trading, Equities, Financial Advisory, Hedge Funds, Fixed Income, Investment Management, Investments, Portfolio Management, Pension Funds, Strategy
Education
Hofstra University 1993 — 1996
BBA, Finance
Theresa Puccio, CTP, FRM Theresa Puccio, CTP, FRM's Segal Advisors Experience March 1997 - October 1998
Job Treasurer at New York City Housing Authority (NYCHA)
Industry Financial Services
Experience
New York City Housing Authority (NYCHA) October 2013 - Present
Worldwide Mixed Martial Arts Sports, Inc. September 2011 - September 2013
Veeco Instruments 2010 - 2011
AIG Credit Corp. October 1998 - March 2010
Segal Advisors March 1997 - October 1998
Parsons Brinkerhoff, Inc. October 1994 - March 1997
Estee Lauder September 1993 - October 1994
Medi-Source Inc. September 1991 - September 1993
Education
New York University - Leonard N. Stern School of Business 2010 — 2011
Financial Risk Management
Hofstra University Frank G. Zarb School of Business 1991 — 1994
MBA, Finance
Hofstra University 1987 — 1991
BBA, International Business
Wall Street Training with Hamilton Lin, CFA
Financial Modeling, Valuation, M&A structuring, Financial Statement Analysis
New York City Housing Authority (NYCHA) October 2013 - Present
Worldwide Mixed Martial Arts Sports, Inc. September 2011 - September 2013
Veeco Instruments 2010 - 2011
AIG Credit Corp. October 1998 - March 2010
Segal Advisors March 1997 - October 1998
Parsons Brinkerhoff, Inc. October 1994 - March 1997
Estee Lauder September 1993 - October 1994
Medi-Source Inc. September 1991 - September 1993
Education
New York University - Leonard N. Stern School of Business 2010 — 2011
Financial Risk Management
Hofstra University Frank G. Zarb School of Business 1991 — 1994
MBA, Finance
Hofstra University 1987 — 1991
BBA, International Business
Wall Street Training with Hamilton Lin, CFA
Financial Modeling, Valuation, M&A structuring, Financial Statement Analysis
Wesley Chisholm's Segal Advisors Experience May 2010 - July 2010
Job Senior Sales Executive at Nasdaq
Industry Financial Services
Experience
Nasdaq January 2015 - Present
NASDAQ OMX October 2013 - January 2015
NASDAQ OMX December 2011 - September 2013
Segal Advisors May 2010 - July 2010
Skills
Private Equity, Sales, Hedge Funds, Investment Banking, Trading, Financial Analysis, Investor Relations, Financial Modeling, Corporate Finance, Investment Management, Securities, Portfolio Management, Mutual Funds, Financial Services, Finance
Education
Clemson University 2007 — 2011
B.S. Degree, Financial Management/Accounting
Clemson University - College of Business and Behavioral Science 2007 — 2011
BS, Financial Management
Florence University of the Arts 2009 — 2009
Nasdaq January 2015 - Present
NASDAQ OMX October 2013 - January 2015
NASDAQ OMX December 2011 - September 2013
Segal Advisors May 2010 - July 2010
Skills
Private Equity, Sales, Hedge Funds, Investment Banking, Trading, Financial Analysis, Investor Relations, Financial Modeling, Corporate Finance, Investment Management, Securities, Portfolio Management, Mutual Funds, Financial Services, Finance
Education
Clemson University 2007 — 2011
B.S. Degree, Financial Management/Accounting
Clemson University - College of Business and Behavioral Science 2007 — 2011
BS, Financial Management
Florence University of the Arts 2009 — 2009
Taylor Benson Taylor Benson's Segal Advisors Experience June 2008 - June 2011
Job Consultant Relations and Client Servicing at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management June 2011 - Present
Segal Advisors June 2008 - June 2011
Legg Mason July 2007 - June 2008
Segal Advisors May 2004 - June 2007
Skills
Fixed Income, Alternative Investments
Education
Providence College 1999 — 2003
Finance and Mathematics
Galliard Capital Management June 2011 - Present
Segal Advisors June 2008 - June 2011
Legg Mason July 2007 - June 2008
Segal Advisors May 2004 - June 2007
Skills
Fixed Income, Alternative Investments
Education
Providence College 1999 — 2003
Finance and Mathematics
Emily Boccuzzi Emily Boccuzzi's Segal Advisors Experience June 2007 - September 2011
Job Director, Consulting at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors September 2014 - Present
Segal Rogerscasey April 2014 - September 2014
Segal Rogerscasey October 2011 - March 2014
Segal Advisors June 2007 - September 2011
Education
Providence College 2003 — 2007
Bachelor, Finance, with a minor in French
Rocaton Investment Advisors September 2014 - Present
Segal Rogerscasey April 2014 - September 2014
Segal Rogerscasey October 2011 - March 2014
Segal Advisors June 2007 - September 2011
Education
Providence College 2003 — 2007
Bachelor, Finance, with a minor in French
Diane Improta Diane Improta's Segal Advisors Experience February 1996 - November 1998
Job Managing Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors June 2014 - Present
Hewitt EnnisKnupp, Inc. November 1998 - June 2014
Segal Advisors February 1996 - November 1998
Evaluation Associates 1986 - 1996
Skills
Defined Benefit, Defined Contribution, Pensions, 403 b, 401k, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Investments, Retirement Plan..., Pension Funds, Pension Administration, Asset Management, Equities, Alternative Investments
Education
Lynchburg College 1981 — 1985
BA
Wilton High School 1978 — 1981
Rocaton Investment Advisors June 2014 - Present
Hewitt EnnisKnupp, Inc. November 1998 - June 2014
Segal Advisors February 1996 - November 1998
Evaluation Associates 1986 - 1996
Skills
Defined Benefit, Defined Contribution, Pensions, 403 b, 401k, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Investments, Retirement Plan..., Pension Funds, Pension Administration, Asset Management, Equities, Alternative Investments
Education
Lynchburg College 1981 — 1985
BA
Wilton High School 1978 — 1981
Leigh Troy Leigh Troy's Segal Advisors Experience June 2007 - April 2011
Job Sales Associate at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers September 2013 - Present
AXA Investment Managers April 2011 - September 2013
Segal Advisors June 2007 - April 2011
Education
Providence College 2003 — 2007
Bachelors, Finance
AXA Investment Managers September 2013 - Present
AXA Investment Managers April 2011 - September 2013
Segal Advisors June 2007 - April 2011
Education
Providence College 2003 — 2007
Bachelors, Finance
Louis Capece Louis Capece's Segal Advisors Experience April 2003 - September 2004
Job Data Warehouse DeveloperArchitect // AWS Redshift Specialist
Industry Information Services
Experience
AdTheorent February 2013 - September 2014
UBS Investment Bank December 2004 - March 2013
Segal Advisors April 2003 - September 2004
Mellon Investor Services 1998 - 2003
Global Computer Supplies 1994 - 2003
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, SDLC, CRM, Integration, Data Mining, SSIS, SSRS, Solution Architecture, Data Analysis, Enterprise Software, Analysis Services, Access, Visio, .NET, Cloud Computing, MySQL, Analysis, Business Analysis, Software Project..., Management, SharePoint, PHP, Requirements Analysis, Database Design, Web Applications, Financial Modeling, Visual Studio, Vendor Management, Web Development, Requirements Gathering, Scrum, Programming, Agile Methodologies, Amazon Web Services..., Amazon AWS Redshift, PostgreSQL, ETL, Big Data, Geospatial Data, Geocoding, DynamoDB, Wordpress, ASP.NET, TQM, cPanel, Data Flow
Education
Dowling College 1994 — 1995
Master of Business Administration (M.B.A.), Business Administration with Total Quality Management Core (TQM)
Dowling College 1992 — 1995
Bachelor's Degree, Social Sciences
Learning Tree 2000 — 2005
Certificate, VB. Net, Crystal reports, MCSE Core
AdTheorent February 2013 - September 2014
UBS Investment Bank December 2004 - March 2013
Segal Advisors April 2003 - September 2004
Mellon Investor Services 1998 - 2003
Global Computer Supplies 1994 - 2003
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, SDLC, CRM, Integration, Data Mining, SSIS, SSRS, Solution Architecture, Data Analysis, Enterprise Software, Analysis Services, Access, Visio, .NET, Cloud Computing, MySQL, Analysis, Business Analysis, Software Project..., Management, SharePoint, PHP, Requirements Analysis, Database Design, Web Applications, Financial Modeling, Visual Studio, Vendor Management, Web Development, Requirements Gathering, Scrum, Programming, Agile Methodologies, Amazon Web Services..., Amazon AWS Redshift, PostgreSQL, ETL, Big Data, Geospatial Data, Geocoding, DynamoDB, Wordpress, ASP.NET, TQM, cPanel, Data Flow
Education
Dowling College 1994 — 1995
Master of Business Administration (M.B.A.), Business Administration with Total Quality Management Core (TQM)
Dowling College 1992 — 1995
Bachelor's Degree, Social Sciences
Learning Tree 2000 — 2005
Certificate, VB. Net, Crystal reports, MCSE Core
Drew Brodie's Segal Advisors Experience 2005 - 2008
Job Human Resource Manager
Industry Human Resources
Experience
Whittier Health Network May 2008 - Present
Segal Advisors 2005 - 2008
Skills
Progressive Discipline, Legal Compliance, New Hire Orientations, Benefits Administration, Leave Administration, Employee Relations
Education
Bridgewater State University 1998 — 2002
Whittier Health Network May 2008 - Present
Segal Advisors 2005 - 2008
Skills
Progressive Discipline, Legal Compliance, New Hire Orientations, Benefits Administration, Leave Administration, Employee Relations
Education
Bridgewater State University 1998 — 2002
Kamran Makhdumi Kamran Makhdumi's Segal Advisors Experience 1994 - 1999
Job Investment Analytics Professional, CFA
Industry Financial Services
Experience
In Transition November 2014 - Present
State Street 2012 - 2014
State Street 2008 - 2012
State Street 2002 - 2008
Deutsche Bank 1999 - 2002
Segal Advisors 1994 - 1999
Skills
Fixed Income, Microsoft Excel, Derivatives, Securities, Asset Allocation, Equities, Relationship Management, Performance Measurement, Asset Management, Portfolio Management, Alternative Investments, Performance Attribution, Mutual Funds, Investments, Bloomberg, Financial Modeling, Hedge Funds, Asset Managment, Financial Analysis, Valuation, Financial Services, Risk Management, Capital Markets
Education
Columbia University in the City of New York 1990 — 1994
Bachelor of Science (BS), Industrial Engineering
In Transition November 2014 - Present
State Street 2012 - 2014
State Street 2008 - 2012
State Street 2002 - 2008
Deutsche Bank 1999 - 2002
Segal Advisors 1994 - 1999
Skills
Fixed Income, Microsoft Excel, Derivatives, Securities, Asset Allocation, Equities, Relationship Management, Performance Measurement, Asset Management, Portfolio Management, Alternative Investments, Performance Attribution, Mutual Funds, Investments, Bloomberg, Financial Modeling, Hedge Funds, Asset Managment, Financial Analysis, Valuation, Financial Services, Risk Management, Capital Markets
Education
Columbia University in the City of New York 1990 — 1994
Bachelor of Science (BS), Industrial Engineering
Christopher Toye, CFA, CAIA, FRM's Segal Advisors Experience 2003 - 2005
Job Vice President Manager Due Diligence Fixed Income at PNC
Industry Investment Management
Experience
PNC 2015 - Present
Newport Capital Group 2014 - 2014
Prudential Financial 2007 - 2014
Portfolio Evaluations, Inc. 2005 - 2007
Segal Advisors 2003 - 2005
Skills
Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Emerging Markets, Bonds, Portfolio Management, Due Diligence, Economics, Retirement Planning, Alternative Investments, Financial Risk, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Masters of Business Administration, Corporate Finance, Global Business
Fairfield University 1993 — 1997
SPFHS 1989 — 1993
PNC 2015 - Present
Newport Capital Group 2014 - 2014
Prudential Financial 2007 - 2014
Portfolio Evaluations, Inc. 2005 - 2007
Segal Advisors 2003 - 2005
Skills
Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Emerging Markets, Bonds, Portfolio Management, Due Diligence, Economics, Retirement Planning, Alternative Investments, Financial Risk, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Masters of Business Administration, Corporate Finance, Global Business
Fairfield University 1993 — 1997
SPFHS 1989 — 1993
Yali Elkin's Segal Advisors Experience 1997 - 2001
Job Executive Vice President, Finance at CardCash.com
Industry Information Technology and Services
Experience
CardCash.com August 2015 - Present
Lucerna, LLC November 2009 - Present
LiveDial, LLC June 2013 - December 2014
Amber Court Assisted Living August 2010 - December 2012
Miracle Alloys November 2009 - May 2010
Health Systems Solutions February 2008 - November 2009
FTI consulting 2007 - 2008
IDT Telecom 2001 - July 2007
Segal Advisors 1997 - 2001
Skills
Financial Modeling, Corporate Finance, Strategy Development, Financial Planning, Due Diligence, Corporate Development, Executive Management, Operations Management, Strategic Planning, Strategic Partnerships, Joint Ventures, Strategic Consulting, Financial Analysis, Business Analysis, Competitive Analysis, Pricing, Pricing Strategy, Pivot Tables, Data Analysis, Strategic Financial..., Valuation, Mergers, Restructuring, Business Strategy, Business Valuation, Real Estate Finance, M&A due diligence, M&A experience, Market Research, Marketing, Consulting, Management Consulting, Capital Budgeting, Forecasting, New Business Development, New Business..., Growth Management, Portfolio Management, Financial Reporting, Enterprise Valuation, DCF Valuation, NPV, ROI Management, MS Excel Pivot Tables, Microsoft Excel, Strategy, Mergers & Acquisitions, Private Equity, Business Development, Turnaround Experience
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA
University of Pennsylvania 1995 — 1997
BA
CardCash.com August 2015 - Present
Lucerna, LLC November 2009 - Present
LiveDial, LLC June 2013 - December 2014
Amber Court Assisted Living August 2010 - December 2012
Miracle Alloys November 2009 - May 2010
Health Systems Solutions February 2008 - November 2009
FTI consulting 2007 - 2008
IDT Telecom 2001 - July 2007
Segal Advisors 1997 - 2001
Skills
Financial Modeling, Corporate Finance, Strategy Development, Financial Planning, Due Diligence, Corporate Development, Executive Management, Operations Management, Strategic Planning, Strategic Partnerships, Joint Ventures, Strategic Consulting, Financial Analysis, Business Analysis, Competitive Analysis, Pricing, Pricing Strategy, Pivot Tables, Data Analysis, Strategic Financial..., Valuation, Mergers, Restructuring, Business Strategy, Business Valuation, Real Estate Finance, M&A due diligence, M&A experience, Market Research, Marketing, Consulting, Management Consulting, Capital Budgeting, Forecasting, New Business Development, New Business..., Growth Management, Portfolio Management, Financial Reporting, Enterprise Valuation, DCF Valuation, NPV, ROI Management, MS Excel Pivot Tables, Microsoft Excel, Strategy, Mergers & Acquisitions, Private Equity, Business Development, Turnaround Experience
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA
University of Pennsylvania 1995 — 1997
BA
Chris Tehranian's Segal Advisors Experience September 2002 - July 2004
Job Principal / Head of Infrastructure Research
Industry Financial Services
Experience
Meketa Investment Group August 2007 - Present
Gulf Power August 2005 - August 2007
Franklin Templeton Investments July 2004 - August 2005
Segal Advisors September 2002 - July 2004
Skills
Asset Managment, Financial Modeling, Portfolio Management, Investments, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Valuation, Alternative Investments, Project Finance, Asset Allocation, Strategic Partnerships, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2002
MSF, Finance
University of Florida - Warrington College Of Business 1997 — 2001
BS, Finance, International Economics
Meketa Investment Group August 2007 - Present
Gulf Power August 2005 - August 2007
Franklin Templeton Investments July 2004 - August 2005
Segal Advisors September 2002 - July 2004
Skills
Asset Managment, Financial Modeling, Portfolio Management, Investments, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Valuation, Alternative Investments, Project Finance, Asset Allocation, Strategic Partnerships, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2002
MSF, Finance
University of Florida - Warrington College Of Business 1997 — 2001
BS, Finance, International Economics
Elizabeth Montreuil's Segal Advisors Experience November 2009 - October 2010
Job Business Analyst for FX &Commodities at J.P. Morgan
Industry Financial Services
Experience
JPMorgan June 2013 - Present
J.P. Morgan Asset Management October 2010 - Present
Segal Advisors November 2009 - October 2010
Gain Capital 2009 - 2009
New York City Economic Development Corporation September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, Fixed Income, Investments, Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Foreign Exchange...
Education
State University of New York at Stony Brook 2004 — 2008
Bachelor of Arts (B.A.), Economics
JPMorgan June 2013 - Present
J.P. Morgan Asset Management October 2010 - Present
Segal Advisors November 2009 - October 2010
Gain Capital 2009 - 2009
New York City Economic Development Corporation September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, Fixed Income, Investments, Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Foreign Exchange...
Education
State University of New York at Stony Brook 2004 — 2008
Bachelor of Arts (B.A.), Economics
Sean Nolan, CFA, CAIA's Segal Advisors Experience June 2001 - December 2004
Job Deputy Director Private Markets at Korea Investment Corporation
Industry Financial Services
Experience
Korea Investment Corporation June 2011 - Present
The Hennessee Group June 2008 - June 2011
FIS Group January 2005 - October 2006
Segal Advisors June 2001 - December 2004
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Portfolio Management, Equity Research, Capital Markets, Asset Managment, Investment Management, Investments, Derivatives, Emerging Markets, Investment Strategies, Asset Management, Bloomberg
Education
Union College 1996 — 2000
BS, Economics
The Northwood School
Korea Investment Corporation June 2011 - Present
The Hennessee Group June 2008 - June 2011
FIS Group January 2005 - October 2006
Segal Advisors June 2001 - December 2004
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Portfolio Management, Equity Research, Capital Markets, Asset Managment, Investment Management, Investments, Derivatives, Emerging Markets, Investment Strategies, Asset Management, Bloomberg
Education
Union College 1996 — 2000
BS, Economics
The Northwood School
Brian Stromer's Segal Advisors Experience February 2012 - Present
Job Performance Analyst at Segal Advisors
Industry Investment Management
Experience
Segal Advisors February 2012 - Present
Thomson Reuters July 1999 - December 2008
Education
University at Buffalo 1995 — 1999
BS - Business Administration, Business Administration and Management, General
Segal Advisors February 2012 - Present
Thomson Reuters July 1999 - December 2008
Education
University at Buffalo 1995 — 1999
BS - Business Administration, Business Administration and Management, General
Piyush Mantora's Segal Advisors Experience 1993 - 1997
Job Director, Financial Analysis & Business Development
Industry Medical Devices
Experience
ConvaTec October 2005 - March 2014
Towers Watson 2001 - 2005
Towers Watson 1999 - 2001
Towers Watson 1997 - 1999
Segal Advisors 1993 - 1997
Skills
Variance Analysis, Financial Analysis, Forecasting, Essbase, Budget, Finance, Valuation, Microsoft Office, Hyperion Enterprise, Sarbanes-Oxley Act, Business Development, Budgets, Product Development, Cross-functional Team..., Divestitures, Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Business Process, Management, Financial Modeling, Aquisition, Analytics
Education
New York University 1990 — 1992
MBA, Finance
Indian Institute of Technology, Bombay 1985 — 1989
Bachelor of Technology, Chemical Engineering
ConvaTec October 2005 - March 2014
Towers Watson 2001 - 2005
Towers Watson 1999 - 2001
Towers Watson 1997 - 1999
Segal Advisors 1993 - 1997
Skills
Variance Analysis, Financial Analysis, Forecasting, Essbase, Budget, Finance, Valuation, Microsoft Office, Hyperion Enterprise, Sarbanes-Oxley Act, Business Development, Budgets, Product Development, Cross-functional Team..., Divestitures, Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Business Process, Management, Financial Modeling, Aquisition, Analytics
Education
New York University 1990 — 1992
MBA, Finance
Indian Institute of Technology, Bombay 1985 — 1989
Bachelor of Technology, Chemical Engineering
Mark Kepner's Segal Advisors Experience September 1989 - August 1991
Job Equity Sales and Trading Professional
Industry Financial Services
Experience
Themis Trading LLC May 2014 - Present
Instinet Corporation April 1994 - November 2013
Bear Stearns Asset Management July 1992 - April 1994
Segal Advisors September 1989 - August 1991
Skills
Electronic Trading, Equities, Series 7, Trading Systems, Bloomberg, Equity Trading, Financial Markets, Fixed Income, Options, Derivatives, Hedge Funds, Equity Derivatives, Market Data, Trading, Prime Brokerage, Bonds, Corporate Actions
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Connecticut 1985 — 1989
BS, Finance
Themis Trading LLC May 2014 - Present
Instinet Corporation April 1994 - November 2013
Bear Stearns Asset Management July 1992 - April 1994
Segal Advisors September 1989 - August 1991
Skills
Electronic Trading, Equities, Series 7, Trading Systems, Bloomberg, Equity Trading, Financial Markets, Fixed Income, Options, Derivatives, Hedge Funds, Equity Derivatives, Market Data, Trading, Prime Brokerage, Bonds, Corporate Actions
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Connecticut 1985 — 1989
BS, Finance
Tom Pavlik's Segal Advisors Experience 2008 - 2008
Job VP, Attribution and Portfolio Analysis, Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Guggenheim Partners 2012 - Present
StatPro 2008 - 2012
Segal Advisors 2008 - 2008
Fidelity Investments 2005 - 2008
MFS Investment Management 1999 - 2002
MFS Investment Management 1994 - 1999
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Derivatives, Mutual Funds, Securities, Capital Markets
Education
Boston College
Bachelor of Arts, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY