Segal Rogerscasey

Industry: Company

Description

Founded: 1969 Subsidiary: Segal Rogerscasey LLC Parent organization: Segal Marco Advisors

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Segal Rogerscasey Employees

Employee
Years
Job
Industry
Evan Kerr Evan Kerr New York, New York Details
Evan Kerr's Segal Rogerscasey Experience July 1999 - June 2000
Job Managing Director Artist Capital Inc.
Industry Financial Services
Experience
Artist Capital Inc.   September 2013 - Present
Strategic Value Partners, LLC  July 2010 - September 2013
Natsource  May 2008 - June 2010
Bear Stearns Asset Management LLC   June 2000 - April 2008
Segal Rogerscasey   July 1999 - June 2000

Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Private Equity, Equities, Commodity, Series 7, Investment Management, New Business Development, Investor Relations, Structured Finance

Education
University of Colorado at Boulder   1995 — 1999
Bachelor of Business Administration (BBA), Finance, General

Catherine E. Hoffman Catherine E. Hoffman Greater New York City Area Details
Catherine E. Hoffman's Segal Rogerscasey Experience October 2011 - Present
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

Brett Hazen Brett Hazen Cleveland/Akron, Ohio Area Details
Brett Hazen's Segal Rogerscasey Experience October 2006 - August 2012
Job Sr. Investment Professional
Industry Investment Management
Experience
Self Employed  January 2014 - Present
The Bogdahn Group  September 2012 - September 2013
Segal Rogerscasey   October 2006 - August 2012
Portfolio Analytics   August 2000 - September 2006
MajorBrokerage Firms   December 1988 - July 2000

Skills
Asset Allocation, Defined Benefit, Asset Managment, Investments, Pensions, Portfolio Management, Pension Funds, 401k, Alternative Investments, Investment Strategies, Hedge Funds, Fixed Income, Equities, Financial Modeling, Investment Advisory, Capital Markets, Private Equity, Bloomberg, Derivatives, Equity Derivatives, Securities, Emerging Markets, Bonds, Due Diligence, Structured Finance, Commodity, Institutional..., Valuation, Mutual Funds, Investment Management, Retirement, Defined Contribution, Financial Analysis, Asset Management, Equity Research, FINRA, Financial Services, Risk Management, Management, Fund Of Funds, Venture Capital

Education
Northwood University
Bachelor of Business Administration (BBA)

University of Detroit Mercy
Master of Business Administration (MBA)

Faizeen Rahman Faizeen Rahman Greater New York City Area Details
Faizeen Rahman's Segal Rogerscasey Experience July 2004 - October 2007
Job Vice President, Client Relationship Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  July 2012 - Present
Hartford Investment Management  October 2007 - June 2012
Segal Rogerscasey   July 2004 - October 2007

Skills
Fixed Income, Analysis, Product Management, Performance Measurement, Competitive Analysis, Relationship Management, Marketing, Databases, Product Analysis, New Business Development, Microsoft Word, Product Development, Client Services, PowerPoint, Microsoft Excel

Education
Brandeis University   2000 — 2004
Bachelor of Arts (B.A.), Economics

Moses Brown School, Providence RI   1996 — 2000

Stella Tang Stella Tang Ithaca, New York Details
Stella Tang's Segal Rogerscasey Experience February 2012 - April 2013
Job Candidate Master of Hospitality Management at Cornell University
Industry Real Estate
Experience
Cornell University  May 2013 - Present
Segal Rogerscasey   February 2012 - April 2013
RogersCasey  January 2011 - February 2012
Deloitte  December 2007 - January 2008

Skills
Microsoft Excel, Financial Analysis, Investments, argus, Portfolio Performance..., Barra Aegis, Bloomberg, SNL, Capital IQ

Education
Cornell University   2013 — 2014
Master of Management in Hospitality (MMH), Real Estate, 3.5

Binghamton University   2010 — 2011
Master of Science (MS), Accounting and MIS

Binghamton University   2006 — 2010
Bachelor of Science (BS), Accounting

Copenhagen Business School   2008 — 2008
Study Abroad, Marketing and Negotiation

Tanya Laytin Tanya Laytin Greater New York City Area Details
Tanya Laytin's Segal Rogerscasey Experience April 2013 - Present
Job Senior Analyst at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   April 2013 - Present
Segal Rogerscasey   September 2008 - March 2013

Skills
Performance Measurement, Performance Metrics, Investment Performance, Investments, Return on Investment, Asset Allocation, Financial Analysis, Mutual Funds, Investment Strategies, Due Diligence, Management, Equities, Financial Modeling, Valuation

Education
University of Delaware   2004 — 2008
Bachelor of Science (B.S.), Finance, Economics

Kathleen Pabla Kathleen Pabla Toronto, Canada Area Details
Kathleen Pabla's Segal Rogerscasey Experience August 2012 - Present
Job Vice President, Director of Research at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   August 2012 - Present
Manulife Financial  June 2011 - August 2012
CIBC Asset Management  2002 - February 2011
Merrill Lynch Investment Managers  November 1999 - October 2001

Education
University of Alberta   1988 — 1992
BA, Political Science

David Brief David Brief Highland Park, Illinois Details
David Brief's Segal Rogerscasey Experience February 2000 - September 2002
Job Chief Investment Officer at Jewish Federation of Metropolitan Chicago
Industry Nonprofit Organization Management
Experience
Jewish Federation of Metropolitan Chicago  October 2002 - Present
Segal Rogerscasey   February 2000 - September 2002
Ennis Knupp & Associates  June 1994 - February 2000
Ibbotson Associates  March 1991 - June 1994

Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling

Education
The University of Chicago Booth School of Business   1995 — 1999
Master of Business Administration (MBA), Economics

Cornell University   1986 — 1990
Bachelor of Arts (BA), Economics

Maureen McCoy Maureen McCoy Greater New York City Area Details
Maureen McCoy's Segal Rogerscasey Experience 1998 - Present
Job Vice President, Director Human Resources
Industry Financial Services
Experience
Segal Rogerscasey   1998 - Present

Skills
Employee Benefits, Employee Relations, Recruiting, Performance Management, Talent Management, Human Resources, Financial Services, Talent Acquisition, Benefits Administration, Investments, College Recruiting, Defined Benefit, Management, Applicant Tracking..., Executive Search, Temporary Placement, Technical Recruiting, Pensions, Organizational..., Payroll

Education
Mercy College
Human Resource Management

Mercy College
BS, Public Accounting

Scott Sheely Scott Sheely Atlanta, Georgia Details
Scott Sheely's Segal Rogerscasey Experience November 2013 - August 2015
Job Investment Analyst at LCG Associates
Industry Investment Management
Experience
LCG Associates  August 2015 - Present
Segal Rogerscasey   November 2013 - August 2015
Morgan Stanley  May 2012 - August 2012
Raymond James Financial Inc.  June 2011 - August 2011
Allstate  July 2011 - July 2011

Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software

Education
University of South Carolina - The Moore School of Business   2009 — 2013
Bachelor of Science (BS), Investment Finance, Management

Rebecca L. King, CFA Rebecca L. King, CFA Greater New York City Area Details
Rebecca L. King, CFA's Segal Rogerscasey Experience October 2012 - July 2015
Job Vice President, Relationship Management at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income  July 2015 - Present
Segal Rogerscasey   October 2012 - July 2015
Axis Capital  2012 - 2012
Capital Group  2004 - 2011

Skills
Excel, Bloomberg, Access, VBA, Fixed Income, PolyPaths, Quantitative Analysis, Statistics, Factset, Risk Analysis, Market Risk, Performance Analysis, Barclays POINT, Yield Book, Morgan Markets, C++, Competitive Analysis, Zephyr Style Analysis, Barclays Point, Quantitative Analytics, Portfolio Management, Due Diligence

Education
University of California, Los Angeles   1997 — 2002
Bachelor of Science, Mathematics - Applied Science, Specialization in Computing

Tony Ferreira Tony Ferreira Greater New York City Area Details
Tony Ferreira's Segal Rogerscasey Experience September 2008 - October 2009
Job AVP at HSBC Private Bank
Industry Investment Banking
Experience
HSBC Private Bank  August 2015 - Present
Deutsche Bank  November 2010 - August 2015
MetLife  May 2010 - November 2010
Segal Rogerscasey   September 2008 - October 2009
PARS Environmental, Inc.   July 2006 - August 2008
Kobo Products, Inc.   August 2002 - July 2006

Skills
Financial Analysis, Banking, Economics, Finance, Leadership, Wealth Management, Private Banking, Financial Services, Wealth Management..., Investment Banking, Capital Markets, Bloomberg, Asset Management, Financial Risk, Investment Management, Emerging Markets, Valuation, Financial Reporting, Project Management, Due Diligence, Financial Markets, KYC, Bloomberg Terminal, Series 7, Equities, Fixed Income, Securities, Investments, Risk Management, Trading, FX Options, Mutual Funds, Bonds, Options, Portfolio Management, Structured Products

Education
Rutgers University-New Brunswick   2004 — 2008
Bachelor of Arts, Economics

Jun Shen Jun Shen Hartford, Connecticut Details
Jun Shen's Segal Rogerscasey Experience July 2012 - May 2013
Job Graduate Assistant at University of Connecticut
Industry Financial Services
Experience
University of Connecticut  August 2013 - December 2014
Segal Rogerscasey   July 2012 - May 2013
RogersCasey  June 2010 - June 2012
RogersCasey  January 2010 - May 2010
University of Bridgeport  February 2009 - December 2009
Internal Revenue Service  January 2009 - April 2009

Skills
Mutual Funds, Due Diligence, Investments, Fixed Income, Financial Analysis, Asset Managment, Microsoft Excel

Education
The University of Connecticut School of Business   2013 — 2014
Master's degree, Financial Risk Management, 3.75

University of Bridgeport   2008 — 2010
Bachelor's degree, Accounting, 3.85/4.00 (Summa Cum Laude)

East China Jiaotong University   2005 — 2008
Bachelor's degree, Accounting

David Pappalardo, CAIA, MSFP David Pappalardo, CAIA, MSFP Greater Boston Area Details
David Pappalardo, CAIA, MSFP's Segal Rogerscasey Experience 2012 - Present
Job Senior Vice President and Principal Advisor Solutions Practice Leader at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   2012 - Present
GE Asset Management  2007 - 2011
RogersCasey  2001 - 2007
Amerivest Advisory Corporation   2000 - 2001
Prudential Securities  1997 - 2000
Oppenheimer & Co.   1995 - 1997

Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning

University of Massachusetts at Lowell
Bachelor of Science, Finance

Malden Catholic High School

Vanessa Vargas Guijarro Vanessa Vargas Guijarro Greater New York City Area Details
Vanessa Vargas Guijarro's Segal Rogerscasey Experience February 2012 - Present
Job Senior Consultant at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   February 2012 - Present
RogersCasey  December 2009 - February 2012
Rogerscasey  April 2008 - December 2009
RogersCasey  April 2007 - April 2008
RogersCasey  April 2006 - April 2007
RogersCasey  June 2004 - April 2006

Skills
Negotiation, Asset Management, Fixed Income, Risk Management, Asset Managment, Finance, Hedge Funds, Strategy, Business Development, Management, Business Strategy, Start-ups, Pensions, Alternative Investments, Asset Allocation, Due Diligence, Equities, Financial Modeling, Financial Services, Investments, Management Consulting, Marketing Strategy, Portfolio Management, Private Equity, Relationship Management, Research, Valuation, Executive Management, Capital Markets, Investment Strategies, Financial Analysis, Investment Management, Mutual Funds, Corporate Finance, Analysis, Investment Banking

Education
University of Bridgeport   2006 — 2009
Master, Technology Management

University of Bridgeport   2001 — 2004
B.S. International Business and Finance, Finance and International Business

Britanico

Lyndon B. Johnson

Diane Smola Diane Smola Greater New York City Area Details
Diane Smola's Segal Rogerscasey Experience February 2012 - June 2012
Job Sr. Investment Consultant/Associate Partner at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  April 2014 - Present
Aon Hewitt  June 2012 - Present
Segal Rogerscasey   February 2012 - June 2012
Rogerscasey  April 2011 - February 2012
Rogerscasey  April 2010 - March 2011
DS Enterprises LLC   1998 - March 2010
RogersCasey  1996 - 1998
RogersCasey  1995 - 1996
The New England Guild, Inc.   1993 - 1995
Phoenix Investment Counsel   1990 - 1993

Skills
Asset Allocation, Defined Benefit, Defined Contribution, Investments, 401k, 403 b, Technical Editing, Technical writing

Education
Trinity College-Hartford   1992 — 1995
M.A., Economics

University of Hartford
B.S., Business Administration/Accounting

Jaclynn Bernson Jaclynn Bernson Greater New York City Area Details
Jaclynn Bernson's Segal Rogerscasey Experience May 2014 - Present
Job Analyst
Industry Financial Services
Experience
Segal Rogerscasey   May 2014 - Present
RAM Fund - Student Investment Fund   January 2012 - May 2012

Skills
Teamwork, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, DCF Valuation, Pivot Tables, Accounting

Education
University of Rhode Island - College of Business Administration   2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, General

Mike Paolucci Mike Paolucci Chicago, Illinois Details
Mike Paolucci's Segal Rogerscasey Experience April 2010 - April 2014
Job Senior Consultant, Principal, Mercer Investments
Industry Financial Services
Experience
Mercer Investments  April 2014 - Present
Segal Rogerscasey   April 2010 - April 2014
R.V. Kuhns & Associates   January 2008 - March 2010
Courtland Partners   December 2006 - December 2007
D.A. Hudson & Associates   October 1998 - December 2006
Gelfand Partners Asset Management   June 1996 - October 1998

Skills
Client Service Oriented, New Business Development, Investments, Investment Consulting, Asset Allocation, Taft-Hartley, Public Funds, Endowment Funds, Foundation Funds, Value Investing, Graham-Dodd, Margin Of Safety, Principal Preservation, Investment Management, Defined Benefit, Pension Funds, Defined Contribution, Investment Advisory, Pensions, Retirement, Finance, Real Estate, Financial Markets, Asset Management, Alternative Investments, Hedge Funds

Education
Cleveland State University   2000 — 2002
Master of Business Administration (M.B.A.), Finance, General

Cleveland State University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General

William (Larry) Eckman William (Larry) Eckman Greater Atlanta Area Details
William (Larry) Eckman's Segal Rogerscasey Experience February 2012 - Present
Job Senior Vice President at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   February 2012 - Present
RogersCasey  February 1996 - April 2012
SEI Investments  1992 - 1996
Waytt Company   January 1988 - January 1992

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management

Education
Florida International University   1981 — 1983
MBA, Finance

University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2

Dave O'Donovan Dave O'Donovan Chicago, Illinois Details
Dave O'Donovan's Segal Rogerscasey Experience January 1972 - December 2013
Job SVP at Segal Rogerscasey
Industry Financial Services
Experience
Retired but still 🏃   January 2014 - Present
Segal Rogerscasey   January 1972 - December 2013

Education
Loyola University Chicago
Master of Business Administration (M.B.A.), Finance

University of Notre Dame
Economics

Cindy Lau Cindy Lau New York, New York Details
Cindy Lau's Segal Rogerscasey Experience October 2011 - Present
Job Senior Research Analyst
Industry Investment Management
Experience
Segal Rogerscasey   October 2011 - Present
AllianceBernstein  June 2010 - October 2011
South Carolina Retirement System Investment Commision   November 2009 - June 2010
The Moore School of Business  August 2009 - May 2010
Kohl's Department Stores  June 2009 - August 2009
The Moore School of Business  January 2007 - August 2009

Skills
Qualitative Research, Morningstar, Paris, LatentZero Sentinel, Code Compliance, Compliance Management, Excel, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Portfolio Management, Equities, Bloomberg Terminal, Mutual Funds, Time Management, Investments, Equity Research, Analysis, Asset Management

Education
University of South Carolina - The Moore School of Business   2006 — 2010
Bachelor of Science

Victor Georgi Victor Georgi Greater New York City Area Details
Victor Georgi's Segal Rogerscasey Experience February 2009 - Present
Job Analyst at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   February 2009 - Present
The Dermot Company, Inc  October 2006 - October 2008
USTA  July 2006 - September 2006

Skills
Microsoft Excel, Microsoft Word, Microsoft Dynamics SL, Accounts Receivable, Invoicing, Project Management, Financial Analysis, Accounting, Outlook, PowerPoint, Access, Time Management, Spreadsheets, Financial Reporting, Insurance

Education
City University of New York-Baruch College   2011 — 2014
Bachelor's Degree, Business Administration and Management, General

Queensborough Community College   2008 — 2010
Associate's Degree, Business Administration

Emily Boccuzzi Emily Boccuzzi Greater New York City Area Details
Emily Boccuzzi's Segal Rogerscasey Experience April 2014 - September 2014
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

Chris Thompson Chris Thompson Greater New York City Area Details
Chris Thompson's Segal Rogerscasey Experience February 2012 - September 2013
Job U.S. Equity Manager Research at Towers Watson
Industry Financial Services
Experience
Towers Watson  September 2013 - Present
Segal Rogerscasey   February 2012 - September 2013
RogersCasey  November 2009 - February 2012
RogersCasey  April 2006 - November 2009
Managers Investment Group  1998 - 2006
AllianceBernstein  1997 - 1998
Morgan Stanley Investment Management  1995 - 1997
Dillon Read  1991 - 1995

Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory

Education
Siena College   1987 — 1991
BA, Economics

Dmitriy M. Voronkov, CFA Dmitriy M. Voronkov, CFA Greater Atlanta Area Details
Dmitriy M. Voronkov, CFA's Segal Rogerscasey Experience January 2012 - August 2013
Job General ManagerPensions at Delta Air Lines
Industry Investment Management
Experience
Delta Air Lines  September 2013 - Present
Segal Rogerscasey   January 2012 - August 2013
RogersCasey  April 2009 - January 2012
RogersCasey  June 2008 - April 2009
Delta Air Lines  January 2006 - June 2008
Delta Air Lines  2000 - 2005

Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Valuation, Investment Strategies, Bloomberg, Capital Markets, Due Diligence, Wealth Management, Investment Advisory, Financial Analysis, Mutual Funds, Financial Modeling, Financial Markets, Financial Services, Derivatives

Education
Georgia State University   2002 — 2005
Master of Science - Finance, Investments, Corporate Finance

Georgia State University   1996 — 2000
BBA, Finance

Nino Boezio Nino Boezio Toronto, Canada Area Details
Nino Boezio's Segal Rogerscasey Experience September 2012 - Present
Job Investment Consultant, Portfolio Strategist, Writer, Pension Expert
Industry Financial Services
Experience
Segal Rogerscasey   September 2012 - Present
TD Bank Group  March 2009 - September 2012
CIBC  December 2002 - March 2009
Financial Services Commission of Ontario  2002 - 2003
Deloitte & Touche LLP  1996 - 2002
Actuarial Research Foundation   1997 - 1999
Matheis Team Financial   1992 - 1996
KPMG Peat Marwick  1991 - 1992
Mercer Consulting  1985 - 1990
Transamerica Life Insurance Company  1984 - 1985

Skills
Investment Strategies, Pensions, Investments, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Insurance, Pension Funds, Mutual Funds, Financial Services, Employee Benefits, Valuation, Investment Management, Financial Advisory, Retirement, Business Development, Due Diligence, Retirement Planning, Actuarial Science, Finance, Financial Planning, Public Speaking, Strategic Financial..., Defined Benefit, Pension Administration, Financial Risk, Equities, Risk Management, Fixed Income, Investment Advisory, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Capital Markets, Strategy, Corporate Finance, Life Insurance, Fixed Annuities, Securities, Derivatives, Wealth, Hedge Funds

Education
Ambassador University   1992 — 1994
BA, Liberal Arts

York University   1980 — 1984
BA, Mathematics/ Computer Science

York Memorial Collegiate Institute   1975 — 1980
Honours

Aaron Kilberg Aaron Kilberg Greater New York City Area Details
Aaron Kilberg's Segal Rogerscasey Experience 1983 - 1986
Job Director, Business Development at Standard Life Investments
Industry Investment Management
Experience
UBS Global Asset Management  June 2011 - January 2015
Aviva Investors  2009 - 2011
Kern Capital Management LLC   2005 - 2008
Timessquare Capital Mgt Inc   2001 - 2005
Neuberger Berman  1991 - 2001
Bankers Trust  1988 - 1991
Buck Consultants  1986 - 1988
Segal Rogerscasey   1983 - 1986

Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds

Education
New York University - Leonard N. Stern School of Business   1986 — 1989
MBA

Stony Brook University   1979 — 1983
B.A.

Shehryar Khan, CFA Shehryar Khan, CFA Toronto, Canada Area Details
Shehryar Khan, CFA's Segal Rogerscasey Experience April 2014 - June 2014
Job Analyst, Manager Research at Morningstar Canada
Industry Financial Services
Experience
Morningstar Canada  June 2014 - Present
Segal Rogerscasey   April 2014 - June 2014
Segal Rogerscasey   August 2011 - March 2014
BMO Financial Group  April 2010 - August 2011
Ernst & Young  July 2008 - August 2008

Skills
Banking, Investments, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Relationship Management, Capital Markets, Asset Management, Asset Allocation, Finance, Due Diligence, Investment Advisory, Economics, Investment Banking, Hedge Funds

Education
Concordia University   2005 — 2008
Bachelor of Commerce, Finance & Economics

CFA Institute

Patrick McDermott Patrick McDermott New York, New York Details
Patrick McDermott's Segal Rogerscasey Experience March 2013 - Present
Job Senior Analyst at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   March 2013 - Present
KStone Partners LLC   March 2011 - February 2013
Thomson Reuters  May 2009 - December 2009
Thomson Reuters  May 2007 - May 2009

Education
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)

University of Pennsylvania   2002 — 2006
Bachelor of Arts, History

Hackley School   1998 — 2002

Stephen Pola Stephen Pola Atlanta, Georgia Details
Stephen Pola's Segal Rogerscasey Experience February 2011 - September 2015
Job Investment Consulting Associate at Mercer
Industry Investment Management
Experience
Mercer  September 2015 - Present
Segal Rogerscasey   February 2011 - September 2015
Coca-Cola Refreshments  May 2010 - January 2011

Skills
Investments, Asset Management, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investment Strategies, Mutual Funds, Fixed Income, Management, Investment Management, Bloomberg, Retirement Planning

Education
Auburn University, College of Business   2006 — 2010
Finance

Fares Al-Taher Fares Al-Taher Darien, Connecticut Details
Fares Al-Taher's Segal Rogerscasey Experience March 2015 - Present
Job Associate Director at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   March 2015 - Present
Segal Rogerscasey   August 2013 - March 2015
Segal Rogerscasey   March 2009 - August 2013
RogersCasey  May 2007 - March 2009
EverBank  August 2005 - May 2007

Skills
Fixed Income, Equities, Investments, Portfolio Management, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Due Diligence, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Investment Management

Education
University of Bridgeport   2006 — 2008
MBA, Business Administration and Management, General

Southern Connecticut State University   2001 — 2005
BS, Management of Information Systems

Frank Salomone Frank Salomone Greater New York City Area Details
Frank Salomone's Segal Rogerscasey Experience October 2012 - Present
Job Associate Director at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   October 2012 - Present
Iona College  January 2007 - Present
Verizon Investment Management Corp.  September 2006 - October 2012
Standard & Poor's   August 2003 - September 2006
Standard & Poor's   September 2002 - July 2003

Skills
Risk Management, Financial Analysis, Valuation, Asset Management, Hedge Funds, Investments, Fixed Income, Equities, Portfolio Management, Structured Finance, Investment Strategies, Financial Modeling, Bloomberg, Finance, Derivatives, Structured Products, Options, Capital Markets, Corporate Finance

Education
Iona College   2003 — 2005
MBA, Financial Management

Iona College   1999 — 2003
BBA, Major: Finance / Minor: Economics

Keith Brocker Keith Brocker Greater New York City Area Details
Keith Brocker's Segal Rogerscasey Experience March 2013 - June 2015
Job Investment Analyst at Performance Equity Management, LLC
Industry Venture Capital & Private Equity
Experience
Performance Equity Management, LLC  June 2015 - Present
Segal Rogerscasey   March 2013 - June 2015
Brown Brothers Harriman  September 2012 - March 2013
Cruice Financial Organization   August 2011 - May 2012

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Market Research, Alternative Investments, Commercial Real Estate, Private Equity, Financial Reporting, PowerPoint, Microsoft Word

Education
Fairfield University   2008 — 2012
BS, Finance, Accounting

Shaun Bannon Shaun Bannon Hartford, Connecticut Area Details
Shaun Bannon's Segal Rogerscasey Experience January 2013 - March 2015
Job
Industry Investment Management
Experience
Bannon & Company   March 2015 - Present
Segal Rogerscasey   January 2013 - March 2015
JPMorgan Chase  August 2011 - December 2012
United States Army  January 2008 - December 2010
Commonwealth Financial Network  May 2010 - September 2010
BOL Investment & Advisory Services   May 2008 - September 2009

Skills
Investment Management, Credit Risk, Investment Banking, Equity Research, Financial Analysis, Programming

Education
The University of Connecticut School of Business   2015 — 2017
MBA, Finance

Boston University Questrom School of Business
BSBA, Double Concentration in Finance and Entrepreneurship

Colgate University

Southington High School

Nancy Tanguay Nancy Tanguay Greater New York City Area Details
Nancy Tanguay's Segal Rogerscasey Experience April 2014 - Present
Job RFP Writer / Analyst at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   April 2014 - Present
NDT Media   2010 - Present
Anderson Wealth Management   2007 - March 2014
NDT Media   1994 - 2007

Education
Southern Connecticut State University
Bachelor of Arts (B.A.), Journalism

Meredith Katz Meredith Katz San Francisco Bay Area Details
Meredith Katz's Segal Rogerscasey Experience July 2007 - August 2007
Job Office Manager at GMR Marketing
Industry Marketing and Advertising
Experience
GMR Marketing  May 2014 - Present
Belluck & Fox, LLP   April 2009 - January 2014
Rubenstein Communications  August 2008 - April 2009
Segal Rogerscasey   July 2007 - August 2007
TracyLocke  June 2006 - August 2006

Skills
Executive Level..., Legal Assistance, Administrative Office..., Public Relations, Receptionist Duties, Marketing, Social Networking

Education
Union College   2004 — 2008
B.A., History, Africana Studies

Staples High School   2000 — 2004

Dana Harmon Dana Harmon Greenwich, Connecticut Details
Dana Harmon's Segal Rogerscasey Experience 2013 - 2014
Job Advancement Associate at YWCA Greenwich
Industry Nonprofit Organization Management
Experience
YWCA Greenwich  April 2014 - Present
Segal Rogerscasey   2013 - 2014
YWCA Greenwich  January 2011 - 2014
YWCA Greenwich  June 2009 - August 2012

Skills
Coaching, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Teaching, Research

Education
The University of Connecticut

Kevin Sheehy Kevin Sheehy Greater New York City Area Details
Kevin Sheehy's Segal Rogerscasey Experience July 2015 - Present
Job Investment Consulting Analyst at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   July 2015 - Present
Atlantic Trust  May 2014 - August 2014
Rochester Wealth Management Group, LLC  August 2013 - March 2014
Excel Sports Management  June 2013 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Business Modeling, Wealth Management, Statistics, Bloomberg, Public Speaking, Investments, Research, Financial Analysis, Business Planning, Leadership, Teamwork, Portfolio Performance..., Customer Service, Finance, Portfolio Management

Education
University of Rochester   2011 — 2015

Chaminade High School   2007 — 2011
Diploma

Craig Chaikin, CFA Craig Chaikin, CFA Greater New York City Area Details
Craig Chaikin, CFA's Segal Rogerscasey Experience May 2008 - Present
Job Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   May 2008 - Present
Fifth Third Asset Management  May 2005 - May 2008
Ameriprise Financial Services, Inc.   October 2003 - May 2005

Education
Xavier University - Williams College of Business   2005 — 2007
MBA, International Business

Miami University   1999 — 2003
Bachelor of Science, Finance

Arman Gevorgyan, CFA Arman Gevorgyan, CFA Greater Boston Area Details
Arman Gevorgyan, CFA's Segal Rogerscasey Experience February 2012 - April 2015
Job Manager Research at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates   April 2015 - Present
Segal Rogerscasey   February 2012 - April 2015
RogersCasey  September 2007 - February 2012
Citigroup  October 2005 - July 2007
RogersCasey  July 2000 - October 2005

Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management

Education
University of Bridgeport   1997 — 2000
B.S., Finance

Peter A. Sullivan, CFA Peter A. Sullivan, CFA Greater Boston Area Details
Peter A. Sullivan, CFA's Segal Rogerscasey Experience 2008 - Present
Job Senior Consultant
Industry Investment Management
Experience
Segal Rogerscasey   2008 - Present
Caris & Company  2006 - 2007
Stanford Group Company  2004 - 2006

Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Equities, Portfolio Management

Education
Bucknell University   1993 — 1997

Pingree School

Seth Hannant Seth Hannant Greater New York City Area Details
Seth Hannant's Segal Rogerscasey Experience 2012 - Present
Job Senior Associate at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   2012 - Present
RogersCasey  September 2009 - 2012

Education
University of Bridgeport   2003 — 2005
MBA, Finance

Colorado State University   1997 — 2001
BS, Construction Management

Scott Schwind Scott Schwind Greater New York City Area Details
Scott Schwind's Segal Rogerscasey Experience December 2009 - Present
Job Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   December 2009 - Present
RogersCasey  March 2007 - December 2009

Skills
Alternative Investments, Corporations, Endowments, Asset Management, Foundations, Hedge Funds, Institutional..., Investments, Asset Allocation, Capital Markets, Equities, Fixed Income, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity

Education
Fordham Gabelli School of Business

Lynchburg College
B.A., English

The Gunnery School

Thomas Kuczynko Thomas Kuczynko New York, New York Details
Thomas Kuczynko's Segal Rogerscasey Experience July 2011 - May 2015
Job Associate
Industry Investment Management
Experience
FOF Hedge Fund   May 2015 - Present
Segal Rogerscasey   July 2011 - May 2015
Prudential Financial  January 2011 - July 2011
Waddell & Reed  May 2009 - December 2010

Education
University of Connecticut   2005 — 2009
Bachelor of Arts (B.A.), Economics

University of Connecticut School of Liberal Arts & Sciences   2005 — 2009
Bachelor of Liberal Arts & Sciences, Economics

Glenn Ezard Glenn Ezard Los Angeles, California Details
Glenn Ezard's Segal Rogerscasey Experience October 2003 - Present
Job Investment Consultant, Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   October 2003 - Present
Amalgamated Bank  1993 - 2003
WR Berkley  1990 - 1993
JP Morgan  1987 - 1990

Skills
Investment Advisory, Portfolio Strategy, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Capital Markets, Investments, Investment Management, Hedge Funds, Valuation, Asset Management, Private Equity, Pensions, Asset Managment, Pension Funds, Investment Strategies, Mutual Funds, Trading, Wealth Management, Securities, Due Diligence, Bloomberg

Education
New York University   1985 — 1987
MPA

Temple University   1981 — 1985
BA

Fred DeSerio Fred DeSerio New York, New York Details
Fred DeSerio's Segal Rogerscasey Experience January 1996 - September 2002
Job Nikko Asset Management, Senior Managing Director, Head of Sales and CoHead of Business, The Americas
Industry Investment Management
Experience
Nikko Asset Management  January 2015 - Present
Invesco Ltd.  September 2002 - January 2015
Segal Rogerscasey   January 1996 - September 2002
American International Group  February 1995 - July 1996
Morgan Stanley  June 1992 - February 1995

Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity

Education
Syracuse University - Martin J. Whitman School of Management   1988 — 1992
Bachelor of Arts, Finance

Peter Gerlings, CFA, CAIA Peter Gerlings, CFA, CAIA Boston, Massachusetts Details
Peter Gerlings, CFA, CAIA's Segal Rogerscasey Experience October 2011 - Present
Job Head of Implemented Solutions at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   October 2011 - Present
K2 Advisors  May 2007 - May 2008
NEPC  April 1993 - May 2007

Skills
Investments, Advice & implementation, Database Development, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Strategies, Fixed Income, Institutional..., Investment Management, Pension Funds, Capital Markets, Databases, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Bloomberg, Pensions, Equities, Investment Advisory, Endowments, Wealth Management, Emerging Markets, Fund Of Funds, Due Diligence

Education
Boston University Graduate School of Management   1988 — 2002
MBA, Economics

University of Nebraska at Omaha   1983 — 1987
BA, French

Ross Vaillancourt Ross Vaillancourt Greater Boston Area Details
Ross Vaillancourt's Segal Rogerscasey Experience April 2013 - Present
Job Senior Associate at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   April 2013 - Present
Segal Rogerscasey   October 2007 - April 2013
State Street  April 2007 - October 2007
JPMorgan Chase & Co.   September 2006 - April 2007

Skills
Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Alternative Investments

Education
Seattle Pacific University   2002 — 2006
Bachelor's Degree, Business Administration with a concentration in Finance, 3.2 GPA

Charles Colfer Charles Colfer Greater New York City Area Details
Charles Colfer's Segal Rogerscasey Experience July 2007 - Present
Job Vice President at Segal Rogerscasey
Industry Financial Services
Experience
Segal RogersCasey   July 2007 - Present
Petercam Capital   April 2004 - April 2007

Education
Columbia University - Columbia Business School   2002 — 2003
MBA, Finance

University College Dublin   1983 — 2001
BSc, Commerce

Keith Reynolds Keith Reynolds Greater Atlanta Area Details
Keith Reynolds's Segal Rogerscasey Experience December 2012 - Present
Job Vice President & Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey   December 2012 - Present
Mercer Investment Consulting  September 2003 - November 2012
Lend Lease Real Estate Investments  June 2000 - September 2003

Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Hedge Funds, Defined Benefit, Pensions, Pension Funds, Retirement, Private Equity, Due Diligence, Financial Analysis, Institutional..., Risk Management

Education
Mercer University   1998 — 1999
Master of Business Administration (M.B.A.), Finance

Berry College   1993 — 1997
Bachelor’s Degree, Accounting

Ryen Sherman, CFA Ryen Sherman, CFA New York, New York Details
Ryen Sherman, CFA's Segal Rogerscasey Experience January 2006 - Present
Job Senior Consultant at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey   January 2006 - Present

Education
Boston University   2001 — 2005
BSBA, Finance

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