Select Equity Group
Industry: Company
DescriptionFounded: 1990 Subsidiary: Select Equity Group, L.P., Research Division
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Select Equity Group Employees
Employee
Years
Job
Industry
Chad Clark Chad Clark's Select Equity Group Experience Partner/Portfolio ManagerHarris Associates2003 - 2009
Job Portfolio Manager at Select Equity Group
Industry Investment Management
Experience
Select Equity Group Partner/Portfolio ManagerHarris Associates2003 - 2009
Harris Associates 1995 - 2003
Education
Carnegie Mellon University 1992 — 1994
Industrial Management
Virginia Tech 1990 — 1992
Finance, General
Select Equity Group Partner/Portfolio ManagerHarris Associates2003 - 2009
Harris Associates 1995 - 2003
Education
Carnegie Mellon University 1992 — 1994
Industrial Management
Virginia Tech 1990 — 1992
Finance, General
Sze-Won Wong Sze-Won Wong's Select Equity Group Experience May 2012 - Present
Job Portfolio Administration at Select Equity Group
Industry Financial Services
Experience
Select Equity Group May 2012 - Present
SURFACExchange, LLC June 2010 - May 2012
SURFACExchange, LLC June 2010 - January 2011
Skills
Fluent in Cantonese, Photoshop, Microsoft Office, Excel, PowerPoint, Word, Outlook, Illustrator, Management, Teamwork, Data Analysis, Microsoft Excel, Microsoft Word, Customer Service, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors, Finance
Select Equity Group May 2012 - Present
SURFACExchange, LLC June 2010 - May 2012
SURFACExchange, LLC June 2010 - January 2011
Skills
Fluent in Cantonese, Photoshop, Microsoft Office, Excel, PowerPoint, Word, Outlook, Illustrator, Management, Teamwork, Data Analysis, Microsoft Excel, Microsoft Word, Customer Service, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors, Finance
Davis Thomas Davis Thomas's Select Equity Group Experience 2013 - 2014
Job Portfolio Administrator at Select Equity Group
Industry Investment Management
Experience
Select Equity Group 2013 - 2014
Johnston Asset Management 2010 - 2013
Altrinsic Global Advisors 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Equities, Foreign Exchange, FX Hedging, Forwards, Investments, Capital Markets, Asset Management, Microsoft Excel, Bloomberg, Eze Castle, FactSet, Advent Axys / Moxy, Eagle Investment Systems
Education
Pace University
Select Equity Group 2013 - 2014
Johnston Asset Management 2010 - 2013
Altrinsic Global Advisors 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Equities, Foreign Exchange, FX Hedging, Forwards, Investments, Capital Markets, Asset Management, Microsoft Excel, Bloomberg, Eze Castle, FactSet, Advent Axys / Moxy, Eagle Investment Systems
Education
Pace University
Yitian Zhang's Select Equity Group Experience September 2013 - Present
Job Associate Analyst at Select Equity Group
Industry Financial Services
Experience
Select Equity Group September 2013 - Present
BOCI June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Eshitang.com March 2010 - September 2010
Skills
Excel, PowerPoint, Outlook, Stata, R, Business Valuation, Chinese, Bloomberg Terminal, Microsoft Excel, Emerging Markets
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Commerce, Financial Services, 4.00
University of Virginia 2009 — 2012
Bachelor of Arts (BA), Economics and Statistics, 3.89
Communication University of China 2008 — 2009
Bachelor of Arts (B.A.), International Journalism, 3.67
Select Equity Group September 2013 - Present
BOCI June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Eshitang.com March 2010 - September 2010
Skills
Excel, PowerPoint, Outlook, Stata, R, Business Valuation, Chinese, Bloomberg Terminal, Microsoft Excel, Emerging Markets
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Commerce, Financial Services, 4.00
University of Virginia 2009 — 2012
Bachelor of Arts (BA), Economics and Statistics, 3.89
Communication University of China 2008 — 2009
Bachelor of Arts (B.A.), International Journalism, 3.67
Pepper Ammann Pepper Ammann's Select Equity Group Experience April 2011 - Present
Job Research at Select Equity Group
Industry Research
Experience
Select Equity Group April 2011 - Present
Tidbits Media Group December 2005 - Present
Gerson Lehrman Group July 2010 - March 2011
Gerson Lehrman Group December 2007 - July 2010
Gerson Lehrman Group February 2006 - December 2007
The Home Depot 2005 - 2006
Spherion at Dell Inc. 2005 - 2005
Searchwright 2003 - 2005
Media Plus June 2002 - May 2003
Skills
Recruiting, Business Development, Start-ups, Strategic Partnerships, Executive Search, Marketing, Due Diligence, Market Research, Research, Private Equity, Equities, Product Development, Finance, Management Consulting, Team Management, Strategic Planning, Sales, Social Networking, Management, Entrepreneurship, Executive Management, CRM, Digital Media, Investments, Social Media
Education
The University of Texas at Austin
Select Equity Group April 2011 - Present
Tidbits Media Group December 2005 - Present
Gerson Lehrman Group July 2010 - March 2011
Gerson Lehrman Group December 2007 - July 2010
Gerson Lehrman Group February 2006 - December 2007
The Home Depot 2005 - 2006
Spherion at Dell Inc. 2005 - 2005
Searchwright 2003 - 2005
Media Plus June 2002 - May 2003
Skills
Recruiting, Business Development, Start-ups, Strategic Partnerships, Executive Search, Marketing, Due Diligence, Market Research, Research, Private Equity, Equities, Product Development, Finance, Management Consulting, Team Management, Strategic Planning, Sales, Social Networking, Management, Entrepreneurship, Executive Management, CRM, Digital Media, Investments, Social Media
Education
The University of Texas at Austin
Michelle Zanetti Michelle Zanetti's Select Equity Group Experience May 2013 - Present
Job Office Manager / Research Coordinator at Select Equity Group
Industry Investment Management
Experience
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Kate Samardick Kate Samardick's Select Equity Group Experience June 2010 - August 2010
Job Sales Operations Manager (US Wholesale) at Fox Head, Inc.
Industry Apparel & Fashion
Experience
Fox Head, Inc. May 2015 - Present
DAKINE December 2013 - April 2015
Bain & Company September 2013 - July 2014
Bain & Company October 2011 - September 2013
Select Equity Group June 2010 - August 2010
FINCA Costa Rica June 2009 - August 2009
Skills
Management Consulting
Education
Stanford University 2007 — 2011
BA, International Relations
School for International Training 2009 — 2009
Study Abroad in Buenos Aires, Argentina and Rio de Janeiro, Brazil
Fox Head, Inc. May 2015 - Present
DAKINE December 2013 - April 2015
Bain & Company September 2013 - July 2014
Bain & Company October 2011 - September 2013
Select Equity Group June 2010 - August 2010
FINCA Costa Rica June 2009 - August 2009
Skills
Management Consulting
Education
Stanford University 2007 — 2011
BA, International Relations
School for International Training 2009 — 2009
Study Abroad in Buenos Aires, Argentina and Rio de Janeiro, Brazil
Chris Dudko Chris Dudko's Select Equity Group Experience 1998 - 1999
Job Analyst Consultant at Khaner Capital & Professor at Minyanville
Industry Investment Management
Experience
Khaner Capital Management 2010 - Present
Minyanville February 2013 - Present
JDA Capital Partners 2007 - 2009
Khaner Capital Management 2003 - 2006
Arrow Investments, Inc. 2002 - 2003
Anchor Capital Advisors 2000 - 2000
Select Equity Group 1998 - 1999
Boosey & Hawkes 1995 - 1998
Skills
Fundamental Research, Valuation, Portfolio Management, Equities, Equity Research, Equity Valuation, Financial Modeling, Hedging, Equity Derivatives, Bloomberg Terminal, Factset, Thomson One, Capital IQ, Trading, Research, Investment Banking, Competitive Analysis, Derivatives, Investments, Value Investing, Mutual Funds, Capital Markets, Finance
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Finance
University of North Texas 1991 — 1995
BA, Music Theory
Khaner Capital Management 2010 - Present
Minyanville February 2013 - Present
JDA Capital Partners 2007 - 2009
Khaner Capital Management 2003 - 2006
Arrow Investments, Inc. 2002 - 2003
Anchor Capital Advisors 2000 - 2000
Select Equity Group 1998 - 1999
Boosey & Hawkes 1995 - 1998
Skills
Fundamental Research, Valuation, Portfolio Management, Equities, Equity Research, Equity Valuation, Financial Modeling, Hedging, Equity Derivatives, Bloomberg Terminal, Factset, Thomson One, Capital IQ, Trading, Research, Investment Banking, Competitive Analysis, Derivatives, Investments, Value Investing, Mutual Funds, Capital Markets, Finance
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Finance
University of North Texas 1991 — 1995
BA, Music Theory
Michael Agyilirah, MBA Michael Agyilirah, MBA's Select Equity Group Experience June 2012 - September 2013
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group September 2013 - Present
Select Equity Group June 2012 - September 2013
PricewaterhouseCoopers January 2009 - June 2012
Immunomedics February 2007 - December 2009
ImClone Systems Incorporated February 2005 - January 2007
Skills
Financial Analysis, Budgeting, Financial Reporting, Internal Controls, Investments, Budgets, Investran, Form PF, Wall Street Systems, Private Equity, Valuation, Corporate Finance, Equities
Education
Seton Hall University 2007 — 2009
MBA, Business Administration, accounting, statistics, tax, and finance
West Virginia University 1999 — 2004
Bachelors, Mechanical Engineering
The Blackstone Group September 2013 - Present
Select Equity Group June 2012 - September 2013
PricewaterhouseCoopers January 2009 - June 2012
Immunomedics February 2007 - December 2009
ImClone Systems Incorporated February 2005 - January 2007
Skills
Financial Analysis, Budgeting, Financial Reporting, Internal Controls, Investments, Budgets, Investran, Form PF, Wall Street Systems, Private Equity, Valuation, Corporate Finance, Equities
Education
Seton Hall University 2007 — 2009
MBA, Business Administration, accounting, statistics, tax, and finance
West Virginia University 1999 — 2004
Bachelors, Mechanical Engineering
Elizabeth Lakomsky Elizabeth Lakomsky's Select Equity Group Experience January 2009 - March 2010
Job Partnership Development Manager at Arkadium
Industry Entertainment
Experience
Arkadium January 2015 - Present
Arkadium October 2014 - January 2015
Wikia August 2013 - October 2014
Turner Broadcasting January 2012 - August 2013
Bloomingdale's March 2010 - January 2012
Select Equity Group January 2009 - March 2010
Bloomberg November 2005 - March 2006
Swavelle Millcreek Inc. August 2004 - August 2005
Skills
Media Planning, Account Management, Digital Media, Analysis, Marketing, Media Research, Forecasting, Sales, Accounting, Advertising, Management, Retail, Product Development, Microsoft Excel, Apparel, Microsoft Office, Microsoft Word, Outlook, Social Media, Social Media Marketing, comScore, Quantcast, Salesforce.com, Project Management, JIRA, Online Advertising, Digital Marketing, Advertising Sales, Google Analytics
Education
City University of New York-Hunter College 2002 — 2007
Bachelor's, Accounting
E.R. Murrow High School 1998 — 2002
Arkadium January 2015 - Present
Arkadium October 2014 - January 2015
Wikia August 2013 - October 2014
Turner Broadcasting January 2012 - August 2013
Bloomingdale's March 2010 - January 2012
Select Equity Group January 2009 - March 2010
Bloomberg November 2005 - March 2006
Swavelle Millcreek Inc. August 2004 - August 2005
Skills
Media Planning, Account Management, Digital Media, Analysis, Marketing, Media Research, Forecasting, Sales, Accounting, Advertising, Management, Retail, Product Development, Microsoft Excel, Apparel, Microsoft Office, Microsoft Word, Outlook, Social Media, Social Media Marketing, comScore, Quantcast, Salesforce.com, Project Management, JIRA, Online Advertising, Digital Marketing, Advertising Sales, Google Analytics
Education
City University of New York-Hunter College 2002 — 2007
Bachelor's, Accounting
E.R. Murrow High School 1998 — 2002
Eric Slatken, CPA's Select Equity Group Experience December 2013 - Present
Job Fund Accountant at Select Equity Group
Industry Accounting
Experience
Select Equity Group December 2013 - Present
Skills
US GAAP, CPA, GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Assurance, Financial Accounting, Financial Statements, Auditing, Financial Reporting, Consolidation, IFRS, Corporate Tax
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (M.S.), Finance and Financial Management Services
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Select Equity Group December 2013 - Present
Skills
US GAAP, CPA, GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Assurance, Financial Accounting, Financial Statements, Auditing, Financial Reporting, Consolidation, IFRS, Corporate Tax
Education
Pace University - Lubin School of Business 2009 — 2010
Master of Science (M.S.), Finance and Financial Management Services
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Stuart Mieher Stuart Mieher's Select Equity Group Experience March 2006 - Present
Job Investment Analyst at Select Equity Group
Industry Investment Management
Experience
Select Equity Group March 2006 - Present
Frist Capital May 2004 - March 2006
Ruane, Cunniff & Goldfarb May 2002 - May 2004
Accenture March 2000 - May 2002
Monitor Company September 1990 - March 2000
The Wall Street Journal 1992 - 1993
St. Petersburg Times March 1983 - August 1988
Florida Trend 1985 - 1988
Georgia Trend 1985 - 1988
Skills
Due Diligence, Business Strategy, Equity Research, Analysis, Leadership, Strategy, Management Consulting, Business Planning, Entrepreneurship, Business Development, Financial Planning, Market Analysis, Management, Data Analysis, New Business Development, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Fulbright Scholar in Peru 1981 — 1982
Economics, Politics
Princeton University 1977 — 1981
A.B., Woodrow Wilson School of Public & International Affairs
Select Equity Group March 2006 - Present
Frist Capital May 2004 - March 2006
Ruane, Cunniff & Goldfarb May 2002 - May 2004
Accenture March 2000 - May 2002
Monitor Company September 1990 - March 2000
The Wall Street Journal 1992 - 1993
St. Petersburg Times March 1983 - August 1988
Florida Trend 1985 - 1988
Georgia Trend 1985 - 1988
Skills
Due Diligence, Business Strategy, Equity Research, Analysis, Leadership, Strategy, Management Consulting, Business Planning, Entrepreneurship, Business Development, Financial Planning, Market Analysis, Management, Data Analysis, New Business Development, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Fulbright Scholar in Peru 1981 — 1982
Economics, Politics
Princeton University 1977 — 1981
A.B., Woodrow Wilson School of Public & International Affairs
Alison (Weisser) Porterfield's Select Equity Group Experience October 2008 - August 2010
Job Executive Recruiter, WPP Talent Team
Industry Marketing and Advertising
Experience
WPP March 2011 - Present
Donatella Group August 2010 - March 2011
Select Equity Group October 2008 - August 2010
Bear Stearns August 2005 - August 2008
Bloomberg LP August 2004 - August 2005
Education
Gettysburg College 2000 — 2004
The Masters School - High School 1997 — 2000
WPP March 2011 - Present
Donatella Group August 2010 - March 2011
Select Equity Group October 2008 - August 2010
Bear Stearns August 2005 - August 2008
Bloomberg LP August 2004 - August 2005
Education
Gettysburg College 2000 — 2004
The Masters School - High School 1997 — 2000
James Blouin James Blouin's Select Equity Group Experience August 2012 - Present
Job Systems Engineer at Select Equity Group
Industry Financial Services
Experience
Select Equity Group August 2012 - Present
University of New Hampshire August 2011 - June 2012
Investment Technology Group, Inc. July 2008 - August 2011
Level 3 Communications May 2007 - July 2007
Skills
Perl, Databases, Research, Financial Modeling, Statistics, C++, SAS, Analysis, Data Analysis, SQL, Unix, Equities
Education
University of New Hampshire 2011 — 2012
MA, Economics
University of Colorado at Boulder 2004 — 2008
BS, Computer Science
Select Equity Group August 2012 - Present
University of New Hampshire August 2011 - June 2012
Investment Technology Group, Inc. July 2008 - August 2011
Level 3 Communications May 2007 - July 2007
Skills
Perl, Databases, Research, Financial Modeling, Statistics, C++, SAS, Analysis, Data Analysis, SQL, Unix, Equities
Education
University of New Hampshire 2011 — 2012
MA, Economics
University of Colorado at Boulder 2004 — 2008
BS, Computer Science
Kerry Dempsey's Select Equity Group Experience October 2011 - Present
Job Director of Consultant Relations at Select Equity Group
Industry Investment Management
Experience
Select Equity Group October 2011 - Present
Lasair Capital LLC April 2010 - October 2011
Capital Guardian Trust Company May 1997 - April 2010
Education
Boston University 1989 — 1993
Business Administration
Select Equity Group October 2011 - Present
Lasair Capital LLC April 2010 - October 2011
Capital Guardian Trust Company May 1997 - April 2010
Education
Boston University 1989 — 1993
Business Administration
Ian Goldberg Ian Goldberg's Select Equity Group Experience July 2009 - August 2009
Job CFO at Flagpole Swim
Industry Apparel & Fashion
Experience
Flagpole Swim May 2015 - Present
The Blackstone Group June 2012 - April 2015
Vishay May 2011 - July 2011
Select Equity Group July 2009 - August 2009
Education
Haverford College 2008 — 2012
BA, Major: Economics Minor: Anthropology
Poly Prep Country Day School 2001 — 2008
Flagpole Swim May 2015 - Present
The Blackstone Group June 2012 - April 2015
Vishay May 2011 - July 2011
Select Equity Group July 2009 - August 2009
Education
Haverford College 2008 — 2012
BA, Major: Economics Minor: Anthropology
Poly Prep Country Day School 2001 — 2008
Gray Videnka's Select Equity Group Experience December 2007 - December 2008
Job Director of Project Management for Goodwill Industries Manasota
Industry Nonprofit Organization Management
Experience
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
Goodwill Industries Manasota October 2011 - Present
MyUS.com October 2010 - October 2011
Cybersidewalks, LLC January 2009 - December 2010
Select Equity Group December 2007 - December 2008
Select Equity Group December 2007 - December 2008
TIAA-CREF May 2006 - December 2008
TIAA-CREF 2005 - 2008
Goodwill Industries Manasota Foundation January 2005 - January 2007
Bessemer Trust October 2004 - March 2005
Deutsche Bank September 2002 - September 2003
Skills
Management, Business Analysis, Fixed Income, Requirements Analysis, SDLC, Microsoft SQL Server, Equities, Project Management, Training, Requirements Gathering
Education
Rollins College 1995 — 1999
Bacherlor of Arts and Sciences, Economics
Rollins College 1995 — 1999
Bachelor of Arts, Economics
Community Involvment
David Ford, Jr.'s Select Equity Group Experience September 2003 - May 2005
Job CoFounder and Managing Partner, Gatemore Capital Management
Industry Investment Management
Experience
Gatemore Capital Management May 2005 - Present
Select Equity Group September 2003 - May 2005
MSD Capital 1999 - 2001
Goldman Sachs July 1997 - June 1999
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Amherst College 1993 — 1997
BA, Computer Science
The Haverford School 1980 — 1993
Gatemore Capital Management May 2005 - Present
Select Equity Group September 2003 - May 2005
MSD Capital 1999 - 2001
Goldman Sachs July 1997 - June 1999
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Amherst College 1993 — 1997
BA, Computer Science
The Haverford School 1980 — 1993
Amy Ulm's Select Equity Group Experience July 2006 - Present
Job Client Services at Select Equity
Industry Financial Services
Experience
Select Equity Group July 2006 - Present
Education
State University of New York College at Geneseo 1999 — 2003
Select Equity Group July 2006 - Present
Education
State University of New York College at Geneseo 1999 — 2003
Evan Guillemin's Select Equity Group Experience 2004 - Present
Job Principal at Select Equity Group
Industry Investment Management
Experience
Select Equity Group 2004 - Present
Mesa Laboratories, Inc. 2008 - Present
Shake Shack January 2013 - Present
Bremont Watch Company 2014 - Present
Delias Inc 1999 - 2003
dELiA*s 1996 - 2000
K-III Communications (Primedia) 1995 - 1996
New York Observer 1992 - 1993
SDC Publishing (Subsidiary of International Thomson) 1990 - 1993
Investment Dealers Digest 1987 - 1989
Skills
Equities, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Private Equity, Hedge Funds, Investments, Finance, Asset Managment, Alternative Investments
Education
Harvard Business School 1994 — 1996
MBA, Finance, Graduated with Distinction
Yale University 1983 — 1987
Bachelor of Arts (B.A.), English, Biology
Milton Academy 1979 — 1983
Select Equity Group 2004 - Present
Mesa Laboratories, Inc. 2008 - Present
Shake Shack January 2013 - Present
Bremont Watch Company 2014 - Present
Delias Inc 1999 - 2003
dELiA*s 1996 - 2000
K-III Communications (Primedia) 1995 - 1996
New York Observer 1992 - 1993
SDC Publishing (Subsidiary of International Thomson) 1990 - 1993
Investment Dealers Digest 1987 - 1989
Skills
Equities, Mergers & Acquisitions, Financial Analysis, Investment Management, Financial Modeling, Private Equity, Hedge Funds, Investments, Finance, Asset Managment, Alternative Investments
Education
Harvard Business School 1994 — 1996
MBA, Finance, Graduated with Distinction
Yale University 1983 — 1987
Bachelor of Arts (B.A.), English, Biology
Milton Academy 1979 — 1983
David Conover's Select Equity Group Experience October 2010 - Present
Job CFO at Select Equity Group
Industry Financial Services
Experience
Select Equity Group October 2010 - Present
Select Equity Group July 2009 - October 2010
Select Equity Group July 2007 - June 2009
PricewaterhouseCoopers September 2000 - June 2007
Skills
Private Equity, Alternative Investments, Financial Reporting, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Accounting
Education
Penn State 1996 — 2000
BS, Accounting
Select Equity Group October 2010 - Present
Select Equity Group July 2009 - October 2010
Select Equity Group July 2007 - June 2009
PricewaterhouseCoopers September 2000 - June 2007
Skills
Private Equity, Alternative Investments, Financial Reporting, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Accounting
Education
Penn State 1996 — 2000
BS, Accounting
James R. Hagy's Select Equity Group Experience January 2015 - Present
Job Principal, Qualitative Field Analyst, Director of QFA Team at Select Equity Group, L.L.C.
Industry Financial Services
Experience
Select Equity Group January 2015 - Present
Select Equity Group September 2007 - Present
CBM Capital November 1998 - August 2007
SmartMoney Magazine 1997 - 1998
Mutual Funds Magazine 1994 - 1997
Florida Trend Magazine 1987 - 1994
Skills
Qualitative Research, Market Research, Analysis, Competitive Analysis, Project Management, Research
Education
University of Florida 1982 — 1987
Bachelor of Science (B.S.), Journalism
Select Equity Group January 2015 - Present
Select Equity Group September 2007 - Present
CBM Capital November 1998 - August 2007
SmartMoney Magazine 1997 - 1998
Mutual Funds Magazine 1994 - 1997
Florida Trend Magazine 1987 - 1994
Skills
Qualitative Research, Market Research, Analysis, Competitive Analysis, Project Management, Research
Education
University of Florida 1982 — 1987
Bachelor of Science (B.S.), Journalism
Brian Vollmer's Select Equity Group Experience August 2006 - Present
Job Principal at Select Equity Group
Industry Investment Management
Experience
Select Equity Group August 2006 - Present
Hicks Muse Tate & Furst 2001 - 2004
Goldman Sachs 1998 - 2001
Education
Stanford University Graduate School of Business 2004 — 2006
University of Virginia 1994 — 1998
B.S., Commerce
Select Equity Group August 2006 - Present
Hicks Muse Tate & Furst 2001 - 2004
Goldman Sachs 1998 - 2001
Education
Stanford University Graduate School of Business 2004 — 2006
University of Virginia 1994 — 1998
B.S., Commerce
Oscar Mack's Select Equity Group Experience April 2009 - Present
Job Director of Application Development at Select Equity Group, L.P.
Industry Information Technology and Services
Experience
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Catherine Wooters's Select Equity Group Experience October 2009 - April 2012
Job Corporate Banking & Securities Marketing and Communications at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Select Equity Group October 2009 - April 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Skills
Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Asset Managment, Private Equity, Investments, Investor Relations, Series 63, Investment Banking, Options, Due Diligence, Investment Management, Alternative Investments, Securities, Venture Capital, Prime Brokerage, Wealth Management, Relationship Management
Education
University of Pennsylvania 2003 — 2007
BA, History
New Canaan High School 1999 — 2003
Deutsche Bank September 2012 - Present
Select Equity Group October 2009 - April 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Skills
Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Asset Managment, Private Equity, Investments, Investor Relations, Series 63, Investment Banking, Options, Due Diligence, Investment Management, Alternative Investments, Securities, Venture Capital, Prime Brokerage, Wealth Management, Relationship Management
Education
University of Pennsylvania 2003 — 2007
BA, History
New Canaan High School 1999 — 2003
Robert J. Caruso's Select Equity Group Experience 2008 - 2013
Job Chairman at The Impact Republic Company
Industry Online Media
Experience
The Impact Republic Company April 2013 - Present
The Kantian Group 2010 - Present
The Kantian Foundation 2010 - Present
Select Equity Group 2008 - 2013
Highbridge Capital Management 2002 - 2008
Robertson Stephens and Company 1998 - 2002
PwC 1991 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Venture Capital, Investment Management, Entrepreneurship, Start-ups, Asset Managment, Capital Markets, Corporate Development, Equities, Finance, Fixed Income, Management, Marketing Strategy, Mergers, Nonprofits, Portfolio Management, Private Equity, Program Management, Securities, Trading, Investment Banking, Due Diligence
Education
Saint Joseph's University 1987 — 1991
BS
The Impact Republic Company April 2013 - Present
The Kantian Group 2010 - Present
The Kantian Foundation 2010 - Present
Select Equity Group 2008 - 2013
Highbridge Capital Management 2002 - 2008
Robertson Stephens and Company 1998 - 2002
PwC 1991 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Venture Capital, Investment Management, Entrepreneurship, Start-ups, Asset Managment, Capital Markets, Corporate Development, Equities, Finance, Fixed Income, Management, Marketing Strategy, Mergers, Nonprofits, Portfolio Management, Private Equity, Program Management, Securities, Trading, Investment Banking, Due Diligence
Education
Saint Joseph's University 1987 — 1991
BS
Melonie Sclafani's Select Equity Group Experience July 2008 - Present
Job Assistant Controller at Select Equity Group
Industry Accounting
Experience
Select Equity Group July 2008 - Present
Deloitte & Touche, LLP 2005 - 2008
Skills
Financial Reporting, GAAP, Fund Accounting, Financial Statements, SEC filings, Form PF, FATCA, Regulatory Reporting, US GAAP, Hedge Funds, Internal Controls, Auditing, Financial Analysis, Finance, Asset Management, Accounting, Sarbanes-Oxley Act, Financial Accounting
Education
Sacred Heart University 2001 — 2005
Bachelors, Accounting, Business
Select Equity Group July 2008 - Present
Deloitte & Touche, LLP 2005 - 2008
Skills
Financial Reporting, GAAP, Fund Accounting, Financial Statements, SEC filings, Form PF, FATCA, Regulatory Reporting, US GAAP, Hedge Funds, Internal Controls, Auditing, Financial Analysis, Finance, Asset Management, Accounting, Sarbanes-Oxley Act, Financial Accounting
Education
Sacred Heart University 2001 — 2005
Bachelors, Accounting, Business
Teresa Baik's Select Equity Group Experience September 2012 - Present
Job Investment Analyst at Select Equity Group
Industry Financial Services
Experience
Select Equity Group September 2012 - Present
Barclays Capital July 2010 - June 2012
The Wharton School January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Academy of Business Leadership May 2007 - August 2008
Skills
Leadership, Investment Banking, Investments, Financial Modeling, Equities, Capital Markets, Hedge Funds, Financial Analysis, Valuation, Mergers & Acquisitions, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance, Management, Legal Studies
Select Equity Group September 2012 - Present
Barclays Capital July 2010 - June 2012
The Wharton School January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Academy of Business Leadership May 2007 - August 2008
Skills
Leadership, Investment Banking, Investments, Financial Modeling, Equities, Capital Markets, Hedge Funds, Financial Analysis, Valuation, Mergers & Acquisitions, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance, Management, Legal Studies
Addison Rivera's Select Equity Group Experience May 2010 - May 2011
Job Staff Accountant
Industry Accounting
Experience
The Related Group December 2011 - Present
Select Equity Group May 2010 - May 2011
Geller & Company 2009 - 2010
Northwestern Mutual Life 2002 - 2009
sony bmg 1999 - 2001
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Financial Reporting
Education
Bergen Community College 2009 — 2014
Associate's degree, Accounting
Hudson Catholic 1990 — 1994
Caldwell University
Bachelor's Degree, Accounting
The Related Group December 2011 - Present
Select Equity Group May 2010 - May 2011
Geller & Company 2009 - 2010
Northwestern Mutual Life 2002 - 2009
sony bmg 1999 - 2001
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Financial Reporting
Education
Bergen Community College 2009 — 2014
Associate's degree, Accounting
Hudson Catholic 1990 — 1994
Caldwell University
Bachelor's Degree, Accounting
Ryan O'Keefe's Select Equity Group Experience 2009 - Present
Job Financial Services
Industry Financial Services
Experience
Select Equity Group 2009 - Present
Goldman Sachs April 2008 - April 2009
AllianceBernstein December 2006 - December 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Excel, FX, Compliance, Risk Management, Financial Reporting, Word, Capital Markets, Financial Analysis, Credit, Hedge Funds, Process Improvement, Investments, Securities, Trading, Settlements, Microsoft Office, Asset Management, Reconciliation, Trading Systems, Microsoft Excel, Microsoft Word
Education
Manhattan College 2002 — 2006
BS, Finance, Economics
Select Equity Group 2009 - Present
Goldman Sachs April 2008 - April 2009
AllianceBernstein December 2006 - December 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Excel, FX, Compliance, Risk Management, Financial Reporting, Word, Capital Markets, Financial Analysis, Credit, Hedge Funds, Process Improvement, Investments, Securities, Trading, Settlements, Microsoft Office, Asset Management, Reconciliation, Trading Systems, Microsoft Excel, Microsoft Word
Education
Manhattan College 2002 — 2006
BS, Finance, Economics
Samantha Chin's Select Equity Group Experience October 2002 - Present
Job Portfolio Administrator at Select Equity Group
Industry Investment Management
Experience
Select Equity Group October 2002 - Present
American Connections September 2001 - October 2003
Skills
Bloomberg, Equities, Asset Management
Education
Hofstra University
Salisbury University
Select Equity Group October 2002 - Present
American Connections September 2001 - October 2003
Skills
Bloomberg, Equities, Asset Management
Education
Hofstra University
Salisbury University
Jason Cannon's Select Equity Group Experience June 2011 - Present
Job Finance at Select Equity Group, Inc.
Industry Accounting
Experience
Select Equity Group June 2011 - Present
Rothstein Kass November 2009 - May 2011
Rothstein Kass June 2008 - August 2008
Skills
Finance, Hedge Funds, Financial Reporting, Microsoft Excel, Fund Of Funds, Alternative Investments, US GAAP, Auditing, Equities, Financial Statements, Bloomberg, Derivatives
Education
Syracuse University 2005 — 2009
B.S, CPA Accounting
Select Equity Group June 2011 - Present
Rothstein Kass November 2009 - May 2011
Rothstein Kass June 2008 - August 2008
Skills
Finance, Hedge Funds, Financial Reporting, Microsoft Excel, Fund Of Funds, Alternative Investments, US GAAP, Auditing, Equities, Financial Statements, Bloomberg, Derivatives
Education
Syracuse University 2005 — 2009
B.S, CPA Accounting
Jackielynn Wehrfritz's Select Equity Group Experience May 2010 - Present
Job Executive Assistant
Industry Financial Services
Experience
Select Equity Group May 2010 - Present
Michael C. Fina October 2006 - November 2009
Steve Quick Jeweler October 2003 - September 2006
JP Morgan August 2001 - August 2003
Skills
PowerPoint, Excel, Outlook, Word, Problem Solving, Relationship Management, Backstop, Project Management, Microsoft Excel, Customer Service, Microsoft Word, Sales, Management, Marketing, Portfolio Management, Retail, Accounting, Analysis, CRM, Data Analysis, Finance, Financial Analysis, Market Research, Microsoft Office, Strategy, Investments
Education
Gemological Institute of America 2015 — 2019
Graduate Gemologist
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA
Punahou School 1984 — 1997
High School Diploma
Select Equity Group May 2010 - Present
Michael C. Fina October 2006 - November 2009
Steve Quick Jeweler October 2003 - September 2006
JP Morgan August 2001 - August 2003
Skills
PowerPoint, Excel, Outlook, Word, Problem Solving, Relationship Management, Backstop, Project Management, Microsoft Excel, Customer Service, Microsoft Word, Sales, Management, Marketing, Portfolio Management, Retail, Accounting, Analysis, CRM, Data Analysis, Finance, Financial Analysis, Market Research, Microsoft Office, Strategy, Investments
Education
Gemological Institute of America 2015 — 2019
Graduate Gemologist
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA
Punahou School 1984 — 1997
High School Diploma
Benjamin Gifford's Select Equity Group Experience September 2014 - Present
Job Analyst at Select Equity Group
Industry Investment Management
Experience
Select Equity Group September 2014 - Present
Morgan Stanley June 2012 - August 2014
Morgan Stanley May 2011 - August 2011
Yale Economics Department / Yale School of Management May 2010 - August 2010
Skills
Financial Modeling, Valuation, Data Analysis, Economics, Due Diligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Mergers, Bloomberg
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science
Select Equity Group September 2014 - Present
Morgan Stanley June 2012 - August 2014
Morgan Stanley May 2011 - August 2011
Yale Economics Department / Yale School of Management May 2010 - August 2010
Skills
Financial Modeling, Valuation, Data Analysis, Economics, Due Diligence, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Mergers, Bloomberg
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science
David Duffy's Select Equity Group Experience July 2006 - Present
Job Senior Trader at Select Equity Group
Industry Investment Management
Experience
Select Equity Group July 2006 - Present
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Capital Markets, Derivatives, Series 7, Investments, Securities, Asset Management, Equity Research, Investment Strategies, Portfolio Management, Investment Management, Alternative Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science
Select Equity Group July 2006 - Present
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Capital Markets, Derivatives, Series 7, Investments, Securities, Asset Management, Equity Research, Investment Strategies, Portfolio Management, Investment Management, Alternative Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science
Mallika Khandelwal's Select Equity Group Experience June 2010 - Present
Job Investment Analyst at Select Equity Group
Industry Investment Management
Experience
Select Equity Group June 2010 - Present
Pontificia Universidad Católica de Chile June 2009 - August 2009
U.S. Department of Labor June 2008 - August 2008
Cooper University Health Care June 2007 - August 2007
Skills
Spanish, Research, Microsoft Excel, Data Analysis, Stata, Financial Analysis, Financial Modeling, Economics, Finance, Equity Research, Investments
Education
Harvard University 2007 — 2011
B.A., Economics, Pre-Medical, Magna Cum Laude
Episcopal Academy 1995 — 2007
Select Equity Group June 2010 - Present
Pontificia Universidad Católica de Chile June 2009 - August 2009
U.S. Department of Labor June 2008 - August 2008
Cooper University Health Care June 2007 - August 2007
Skills
Spanish, Research, Microsoft Excel, Data Analysis, Stata, Financial Analysis, Financial Modeling, Economics, Finance, Equity Research, Investments
Education
Harvard University 2007 — 2011
B.A., Economics, Pre-Medical, Magna Cum Laude
Episcopal Academy 1995 — 2007
Carolyn Feller's Select Equity Group Experience October 2007 - September 2011
Job Director of Reporting
Industry Financial Services
Experience
Select Equity Group, L.P. September 2011 - Present
Select Equity Group October 2007 - September 2011
Muzinich & Co 2001 - 2007
Skills
Alternative Investments, Hedge Funds, Financial Reporting, Asset Management, Equities, Mutual Funds, Derivatives, Financial Analysis
Education
Siena College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Select Equity Group, L.P. September 2011 - Present
Select Equity Group October 2007 - September 2011
Muzinich & Co 2001 - 2007
Skills
Alternative Investments, Hedge Funds, Financial Reporting, Asset Management, Equities, Mutual Funds, Derivatives, Financial Analysis
Education
Siena College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY