Shattuck Hammond Partners
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Shattuck Hammond Partners Employees
Employee
Years
Job
Industry
William B. Hanlon III William B. Hanlon III's Shattuck Hammond Partners Experience March 1993 - June 2011
Job Principal at Hammond Hanlon Camp LLC (H2C)
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners March 1993 - June 2011
Skills
Healthcare Investment..., Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, M&A experience, Corporate Finance, Business Valuation, Fixed Income, Strategic Planning, Divestitures, Structured Finance, LBO, Equities, Mergers & Acquisitions, Bonds, Asset Management, Finance, Financial Analysis, Investments, Restructuring, Equity Research, Private Placements, Business Strategy, Strategy, Corporate Development, Leveraged Finance, Financial Structuring, Private Equity
Education
Brown University 1979 — 1983
B.S., Mechanical Engineering
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners March 1993 - June 2011
Skills
Healthcare Investment..., Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, M&A experience, Corporate Finance, Business Valuation, Fixed Income, Strategic Planning, Divestitures, Structured Finance, LBO, Equities, Mergers & Acquisitions, Bonds, Asset Management, Finance, Financial Analysis, Investments, Restructuring, Equity Research, Private Placements, Business Strategy, Strategy, Corporate Development, Leveraged Finance, Financial Structuring, Private Equity
Education
Brown University 1979 — 1983
B.S., Mechanical Engineering
Emily Hashimoto Emily Hashimoto's Shattuck Hammond Partners Experience July 2008 - August 2009
Job VP Project Finance & Infrastructure Banking
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
Jenny (Millsap) Crutchlow Jenny (Millsap) Crutchlow's Shattuck Hammond Partners Experience 2003 - 2007
Job Recruiter at Solomon Page Group
Industry Staffing and Recruiting
Experience
Solomon Page Group January 2015 - Present
Diversified Search March 2010 - Present
Knighthead Capital Management, LLC March 2008 - March 2010
Apollo Capital Management 2007 - 2008
Shattuck Hammond Partners 2003 - 2007
Skills
Recruiting, Research, Human Resources, Talent Acquisition, Executive Search, Onboarding, Applicant Tracking..., Interviews, Technical Recruiting, Talent Management, Writing, Leadership, Project Management, Event Planning, Office Management, Management, Time Management
Education
Westminster Choir College
Master of Music, Vocal Performance and Pedagogy
The University of Texas at Austin
Bachelor's Degree, Plan II
The University of Texas at Austin
Bachelor of Music, Vocal Performance
Solomon Page Group January 2015 - Present
Diversified Search March 2010 - Present
Knighthead Capital Management, LLC March 2008 - March 2010
Apollo Capital Management 2007 - 2008
Shattuck Hammond Partners 2003 - 2007
Skills
Recruiting, Research, Human Resources, Talent Acquisition, Executive Search, Onboarding, Applicant Tracking..., Interviews, Technical Recruiting, Talent Management, Writing, Leadership, Project Management, Event Planning, Office Management, Management, Time Management
Education
Westminster Choir College
Master of Music, Vocal Performance and Pedagogy
The University of Texas at Austin
Bachelor's Degree, Plan II
The University of Texas at Austin
Bachelor of Music, Vocal Performance
Cecilia Montalvo Cecilia Montalvo's Shattuck Hammond Partners Experience 1999 - 2003
Job Vice President, Business Development at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente September 2013 - Present
Sutter Health May 2003 - September 2013
Shattuck Hammond Partners 1999 - 2003
Brown and Tol 1998 - 1999
HCA 1996 - 1998
Skills
Strategy, Business Development, Business Strategy, Healthcare Consulting, Healthcare, Healthcare Information..., Managed Care, EHR, Healthcare Management, Hospitals, EMR, Healthcare Industry, Medicare, Strategic Planning
Education
University of Chicago 1983 — 1985
Masters of Arts, Public Policy
Rollins College 1979 — 1983
B.A., Sociology, Psychology
Kaiser Permanente September 2013 - Present
Sutter Health May 2003 - September 2013
Shattuck Hammond Partners 1999 - 2003
Brown and Tol 1998 - 1999
HCA 1996 - 1998
Skills
Strategy, Business Development, Business Strategy, Healthcare Consulting, Healthcare, Healthcare Information..., Managed Care, EHR, Healthcare Management, Hospitals, EMR, Healthcare Industry, Medicare, Strategic Planning
Education
University of Chicago 1983 — 1985
Masters of Arts, Public Policy
Rollins College 1979 — 1983
B.A., Sociology, Psychology
Peter Hunt Peter Hunt's Shattuck Hammond Partners Experience October 2001 - January 2005
Job Managing Director at North Point Advisors
Industry Investment Banking
Experience
North Point Advisors December 2013 - Present
JMP Securities January 2005 - December 2013
Shattuck Hammond Partners October 2001 - January 2005
CornerHardware.com April 1999 - April 2001
Montgomery Securities (Bank of America) April 1994 - April 1999
Lehman Brothers February 1992 - April 1994
J.P. Morgan August 1986 - February 1992
Campus Linen Service 1982 - 1986
Skills
Investment Banking, Capital Markets, Private Placements, Equities, Valuation, Private Equity, Equity Research, Hedge Funds, Financial Modeling, Corporate Finance, Venture Capital, Fixed Income
Education
Columbia University in the City of New York 1988 — 1990
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1981 — 1986
Bachelor of Science (BS), Biology, General
North Point Advisors December 2013 - Present
JMP Securities January 2005 - December 2013
Shattuck Hammond Partners October 2001 - January 2005
CornerHardware.com April 1999 - April 2001
Montgomery Securities (Bank of America) April 1994 - April 1999
Lehman Brothers February 1992 - April 1994
J.P. Morgan August 1986 - February 1992
Campus Linen Service 1982 - 1986
Skills
Investment Banking, Capital Markets, Private Placements, Equities, Valuation, Private Equity, Equity Research, Hedge Funds, Financial Modeling, Corporate Finance, Venture Capital, Fixed Income
Education
Columbia University in the City of New York 1988 — 1990
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1981 — 1986
Bachelor of Science (BS), Biology, General
Richard Bayman Richard Bayman's Shattuck Hammond Partners Experience November 2003 - June 2011
Job Principal at Hammond Hanlon Camp LLC
Industry Financial Services
Experience
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners November 2003 - June 2011
SG Cowen August 2000 - March 2003
General Electric November 1991 - June 1998
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
The University of Connecticut 1986 — 2000
Economics
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners November 2003 - June 2011
SG Cowen August 2000 - March 2003
General Electric November 1991 - June 1998
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
The University of Connecticut 1986 — 2000
Economics
John Nero John Nero's Shattuck Hammond Partners Experience April 2007 - September 2011
Job Vice President at Hammond Hanlon Camp, LLC
Industry Investment Banking
Experience
Hammond Hanlon Camp, LLC September 2011 - Present
Shattuck Hammond Partners April 2007 - September 2011
Wells Fargo June 2006 - August 2007
Skills
Financial Modeling, Valuation, Capital Markets, Real Estate
Education
Drexel University
B.S., Finance
Hammond Hanlon Camp, LLC September 2011 - Present
Shattuck Hammond Partners April 2007 - September 2011
Wells Fargo June 2006 - August 2007
Skills
Financial Modeling, Valuation, Capital Markets, Real Estate
Education
Drexel University
B.S., Finance
Josh Altman's Shattuck Hammond Partners Experience July 2007 - September 2009
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Graham Partners June 2015 - August 2015
Stephens Inc. June 2011 - June 2014
Stephens Inc. March 2010 - June 2011
Shattuck Hammond Partners July 2007 - September 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Graham Partners June 2015 - August 2015
Stephens Inc. June 2011 - June 2014
Stephens Inc. March 2010 - June 2011
Shattuck Hammond Partners July 2007 - September 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Casey Van de Walle Casey Van de Walle's Shattuck Hammond Partners Experience September 2010 - Present
Job Investment Banking Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Shattuck Hammond Partners September 2010 - Present
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equity Research, Due Diligence, Bloomberg, Corporate Finance, Equities
Education
Princeton University 2007 — 2011
BA, Economics, Finance
Raymond James Financial Inc. July 2014 - Present
Shattuck Hammond Partners September 2010 - Present
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equity Research, Due Diligence, Bloomberg, Corporate Finance, Equities
Education
Princeton University 2007 — 2011
BA, Economics, Finance
Jim Levy's Shattuck Hammond Partners Experience February 2007 - July 2008
Job Senior Director and Divisional CFO Merchandise Availability Solutions at Checkpoint Systems
Industry Electrical/Electronic Manufacturing
Experience
Checkpoint Systems January 2015 - Present
Checkpoint Systems November 2013 - January 2015
Checkpoint Systems March 2011 - November 2013
Checkpoint Systems July 2008 - March 2011
Shattuck Hammond Partners February 2007 - July 2008
Sapient 2006 - 2007
Triage Consulting Group 2005 - 2005
Skills
Mergers, Capital Markets, Valuation, Financial Forecasting, Forecasting, M&A experience, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Auditing, Corporate Finance, Due Diligence, Budgets, Analysis, Accounting, Business Strategy, Management, Executive Management, Strategic Financial..., Investment Banking
Education
Emory University 2002 — 2005
BA, Dual Majors in Economics & International Studies with Minor in French
Checkpoint Systems January 2015 - Present
Checkpoint Systems November 2013 - January 2015
Checkpoint Systems March 2011 - November 2013
Checkpoint Systems July 2008 - March 2011
Shattuck Hammond Partners February 2007 - July 2008
Sapient 2006 - 2007
Triage Consulting Group 2005 - 2005
Skills
Mergers, Capital Markets, Valuation, Financial Forecasting, Forecasting, M&A experience, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Auditing, Corporate Finance, Due Diligence, Budgets, Analysis, Accounting, Business Strategy, Management, Executive Management, Strategic Financial..., Investment Banking
Education
Emory University 2002 — 2005
BA, Dual Majors in Economics & International Studies with Minor in French
Adina Safer Adina Safer's Shattuck Hammond Partners Experience 1995 - 1998
Job Partner and Senior Vice President, ADVI
Industry Biotechnology
Experience
ADVI Reimbursement and Health Policy Advisory Services June 2013 - Present
AccelusHealth Partners September 2010 - June 2013
UC Berkeley Center for Health Technology January 2009 - September 2011
TheraCom, A CVS/Caremark Company January 2007 - September 2010
Caremark Rx April 2006 - December 2008
Caremark March 2004 - March 2006
AdvancePCS 2002 - 2004
Consumer Health Interactive March 1999 - September 2002
Shattuck Hammond Partners 1995 - 1998
Lehman Brothers 1989 - 1991
Skills
Medical Devices, Pharmaceutical Industry, Strategy, Biotechnology, Managed Care, Healthcare Management, Healthcare Reimbursement, Medicare/Medicaid..., REMS, Personalized Medicine, Mergers & Acquisitions, Health Policy, Healthcare Information..., Business Development, Oncology, Market Access
Education
University of California, Berkeley 1992 — 1995
MBA/MPH
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA/MPH, Health Services Management
Barnard College 1985 — 1989
BA, Pre-Med and Sociology
Columbia University in the City of New York
BA, Pre-Med and Sociology
ADVI Reimbursement and Health Policy Advisory Services June 2013 - Present
AccelusHealth Partners September 2010 - June 2013
UC Berkeley Center for Health Technology January 2009 - September 2011
TheraCom, A CVS/Caremark Company January 2007 - September 2010
Caremark Rx April 2006 - December 2008
Caremark March 2004 - March 2006
AdvancePCS 2002 - 2004
Consumer Health Interactive March 1999 - September 2002
Shattuck Hammond Partners 1995 - 1998
Lehman Brothers 1989 - 1991
Skills
Medical Devices, Pharmaceutical Industry, Strategy, Biotechnology, Managed Care, Healthcare Management, Healthcare Reimbursement, Medicare/Medicaid..., REMS, Personalized Medicine, Mergers & Acquisitions, Health Policy, Healthcare Information..., Business Development, Oncology, Market Access
Education
University of California, Berkeley 1992 — 1995
MBA/MPH
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA/MPH, Health Services Management
Barnard College 1985 — 1989
BA, Pre-Med and Sociology
Columbia University in the City of New York
BA, Pre-Med and Sociology
Scott Fuller, FACHE Scott Fuller, FACHE's Shattuck Hammond Partners Experience October 1996 - May 1998
Job Vice President, Joint Ventures at Seton Healthcare Family
Industry Hospital & Health Care
Experience
Seton Healthcare Family August 2015 - Present
Seton Healthcare Family October 2013 - Present
Seton Family of Hospitals December 2009 - Present
Seton Family of Hospitals January 2006 - December 2009
Scott & White Healthcare March 2003 - October 2005
Phoenix Childrens Hospital June 1998 - February 2003
Shattuck Hammond Partners October 1996 - May 1998
Phoenix Children's Hospital May 1993 - September 1996
Skills
Financial Turnarounds, Program Development, Market Penetration, Corporate Finance, Physician Recruitment, Financial Management, Operations Management, Hospital Operations, Capital Projects, Financial Analysis, Financial Planning, Financial Modeling, Physician Network..., Physician Alignment, Physician Relations, Strategic Financial..., Joint Ventures, Strategic Planning, Financial Advisory, Operating Budgets, Capital Budgeting, Operational Turnaround, Managerial Finance, Hospitals, Healthcare, Physicians, Leadership, Healthcare Management, Finance, Mergers & Acquisitions, Turn Around Management, Process Improvement, Strategy, Nursing, Revenue Cycle, JCAHO, Healthcare Information..., Medicine
Education
Arizona State University 1992 — 1994
MHSA, Health Services Administration
Brigham Young University 1988 — 1992
BS, Bachelor of Science
Seton Healthcare Family August 2015 - Present
Seton Healthcare Family October 2013 - Present
Seton Family of Hospitals December 2009 - Present
Seton Family of Hospitals January 2006 - December 2009
Scott & White Healthcare March 2003 - October 2005
Phoenix Childrens Hospital June 1998 - February 2003
Shattuck Hammond Partners October 1996 - May 1998
Phoenix Children's Hospital May 1993 - September 1996
Skills
Financial Turnarounds, Program Development, Market Penetration, Corporate Finance, Physician Recruitment, Financial Management, Operations Management, Hospital Operations, Capital Projects, Financial Analysis, Financial Planning, Financial Modeling, Physician Network..., Physician Alignment, Physician Relations, Strategic Financial..., Joint Ventures, Strategic Planning, Financial Advisory, Operating Budgets, Capital Budgeting, Operational Turnaround, Managerial Finance, Hospitals, Healthcare, Physicians, Leadership, Healthcare Management, Finance, Mergers & Acquisitions, Turn Around Management, Process Improvement, Strategy, Nursing, Revenue Cycle, JCAHO, Healthcare Information..., Medicine
Education
Arizona State University 1992 — 1994
MHSA, Health Services Administration
Brigham Young University 1988 — 1992
BS, Bachelor of Science
Darlene DiNatale Darlene DiNatale's Shattuck Hammond Partners Experience March 2006 - January 2011
Job Executive Assistant & Office Manager at Softengine
Industry Executive Office
Experience
Softengine August 2014 - Present
Scott Public Relations September 2012 - June 2014
American Realty Advisors 2011 - 2012
Shattuck Hammond Partners March 2006 - January 2011
Aon Risk Services August 1998 - July 2005
Star Cruiser Transportation November 1994 - November 1998
Kawasaki Steel America February 1989 - November 1994
Skills
Microsoft Office, Adobe Creative Suite, QuarkXPress, Salesforce.com, Concur, Visio, Dreamweaver, Final Cut Pro, iMovie, iDVD, Social Media, Microsoft Word, Event Planning, Social Media Marketing, Microsoft Excel, Graphic Design, Management, Event Management, Film Production, Social Networking, Facebook, Project Management, Administrative..., Outlook, PowerPoint, Access, Creative Writing, Public Relations, Budgets, Marketing, Research, Editing
Education
Kingsborough Community College 1985 — 1987
Accounting
Softengine August 2014 - Present
Scott Public Relations September 2012 - June 2014
American Realty Advisors 2011 - 2012
Shattuck Hammond Partners March 2006 - January 2011
Aon Risk Services August 1998 - July 2005
Star Cruiser Transportation November 1994 - November 1998
Kawasaki Steel America February 1989 - November 1994
Skills
Microsoft Office, Adobe Creative Suite, QuarkXPress, Salesforce.com, Concur, Visio, Dreamweaver, Final Cut Pro, iMovie, iDVD, Social Media, Microsoft Word, Event Planning, Social Media Marketing, Microsoft Excel, Graphic Design, Management, Event Management, Film Production, Social Networking, Facebook, Project Management, Administrative..., Outlook, PowerPoint, Access, Creative Writing, Public Relations, Budgets, Marketing, Research, Editing
Education
Kingsborough Community College 1985 — 1987
Accounting
Stephanie Perron's Shattuck Hammond Partners Experience December 1998 - August 1999
Job Of Counsel at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP May 2005 - Present
Simpson Thacher & Bartlett September 2002 - May 2005
Shattuck Hammond Partners December 1998 - August 1999
ASPECT International Language Schools September 1996 - December 1998
Skills
Intellectual Property, Trade Secrets, Trademarks, Licensing, Legal Research, Corporate Law, Corporate Governance, Legal Writing, Privacy Law
Education
University of Pennsylvania Law School 1999 — 2002
Juris Doctor, cum laude
University of Pennsylvania 1992 — 1996
Bachelor of Arts, International Relations, cum laude
Greenberg Traurig, LLP May 2005 - Present
Simpson Thacher & Bartlett September 2002 - May 2005
Shattuck Hammond Partners December 1998 - August 1999
ASPECT International Language Schools September 1996 - December 1998
Skills
Intellectual Property, Trade Secrets, Trademarks, Licensing, Legal Research, Corporate Law, Corporate Governance, Legal Writing, Privacy Law
Education
University of Pennsylvania Law School 1999 — 2002
Juris Doctor, cum laude
University of Pennsylvania 1992 — 1996
Bachelor of Arts, International Relations, cum laude
Elaine Yao's Shattuck Hammond Partners Experience August 2003 - September 2011
Job Managing Director at Hammond Hanlon Camp LLC
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC September 2011 - Present
Shattuck Hammond Partners August 2003 - September 2011
EBRD January 1993 - January 1994
Goldman Sachs 1988 - 1991
Skills
Capital Markets, Investment Banking, Due Diligence, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Equities, Investments, M&A experience, Corporate Development, Asset Managment, Hedge Funds, Structured Finance, Venture Capital, Fixed Income, Business Valuation, Emerging Markets, Equity Research, Strategy, Derivatives, Mergers & Acquisitions, LBO, Leveraged Finance, Alternative Investments, Financial Advisory, IPO, Divestitures, Bloomberg, Restructuring, Private Placements, Investor Relations, Portfolio Management, Financial Structuring, Asset Management, Financial Services, Securities
Education
EACH 2002 — 2002
Cooking and Related Culinary Arts, General
INSEAD 1992 — 1992
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1988
BS, Finance, Political Science
Cornell University 1984 — 1986
Liberal Arts and Sciences/Liberal Studies
The Kinkaid School 1983 — 1984
High School
Hammond Hanlon Camp LLC September 2011 - Present
Shattuck Hammond Partners August 2003 - September 2011
EBRD January 1993 - January 1994
Goldman Sachs 1988 - 1991
Skills
Capital Markets, Investment Banking, Due Diligence, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Equities, Investments, M&A experience, Corporate Development, Asset Managment, Hedge Funds, Structured Finance, Venture Capital, Fixed Income, Business Valuation, Emerging Markets, Equity Research, Strategy, Derivatives, Mergers & Acquisitions, LBO, Leveraged Finance, Alternative Investments, Financial Advisory, IPO, Divestitures, Bloomberg, Restructuring, Private Placements, Investor Relations, Portfolio Management, Financial Structuring, Asset Management, Financial Services, Securities
Education
EACH 2002 — 2002
Cooking and Related Culinary Arts, General
INSEAD 1992 — 1992
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1988
BS, Finance, Political Science
Cornell University 1984 — 1986
Liberal Arts and Sciences/Liberal Studies
The Kinkaid School 1983 — 1984
High School
Sean McSherry's Shattuck Hammond Partners Experience 2004 - 2006
Job Director, Financial Planning and Analysis at Indeed
Industry Internet
Experience
Indeed.com September 2012 - Present
chartbeat.com January 2012 - July 2012
TheLadders.com April 2011 - February 2012
TheLadders.com February 2009 - March 2011
AIG Travel, Inc September 2007 - January 2009
Daiwa Securities August 2006 - September 2007
Shattuck Hammond Partners 2004 - 2006
Skills
Excel, MAS 500, FRX, Financial Modeling, Financial Analysis, Microsoft Excel, Forecasting, FRx, MAS500, Mergers, Competitive Analysis, Due Diligence, Valuation, Finance, Cross-functional Team..., Strategy, Mergers & Acquisitions
Education
Rice University 1998 — 2002
BA, Economics, Management
Regis High School
Indeed.com September 2012 - Present
chartbeat.com January 2012 - July 2012
TheLadders.com April 2011 - February 2012
TheLadders.com February 2009 - March 2011
AIG Travel, Inc September 2007 - January 2009
Daiwa Securities August 2006 - September 2007
Shattuck Hammond Partners 2004 - 2006
Skills
Excel, MAS 500, FRX, Financial Modeling, Financial Analysis, Microsoft Excel, Forecasting, FRx, MAS500, Mergers, Competitive Analysis, Due Diligence, Valuation, Finance, Cross-functional Team..., Strategy, Mergers & Acquisitions
Education
Rice University 1998 — 2002
BA, Economics, Management
Regis High School
Joseph Euphrat's Shattuck Hammond Partners Experience March 2003 - January 2005
Job Managing Director at Clean Fund LLC
Industry Investment Banking
Experience
Clean Fund LLC January 2014 - Present
Jones Lang LaSalle March 2011 - February 2013
Shattuck Hammond Partners March 2003 - January 2005
Education
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS), Finance & Marketing
Clean Fund LLC January 2014 - Present
Jones Lang LaSalle March 2011 - February 2013
Shattuck Hammond Partners March 2003 - January 2005
Education
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS), Finance & Marketing
Bill Appleyard's Shattuck Hammond Partners Experience February 2000 - May 2003
Job Corporate Counsel at Amazon
Industry Law Practice
Experience
Amazon April 2014 - Present
Ropes & Gray LLP September 2007 - March 2014
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP May 2006 - August 2006
Shattuck Hammond Partners February 2000 - May 2003
Education
Boston College Law School 2004 — 2007
JD
Georgetown University 1995 — 1999
BSBA, Finance
Amazon April 2014 - Present
Ropes & Gray LLP September 2007 - March 2014
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP May 2006 - August 2006
Shattuck Hammond Partners February 2000 - May 2003
Education
Boston College Law School 2004 — 2007
JD
Georgetown University 1995 — 1999
BSBA, Finance
Lance Roth's Shattuck Hammond Partners Experience 2005 - January 2006
Job Director at JVB Financial, LLC.
Industry Investment Banking
Experience
JVB Financial Inc., formerly known as C&CO Prince Ridge LLC September 2009 - Present
Loyola University Maryland 1997 - 2012
Rotherwood Partners June 2008 - August 2009
Cohen and Company January 2006 - March 2009
Maid Stone 2008 - 2009
Shattuck Hammond Partners 2005 - January 2006
Galen Capital Group 2004 - 2005
Merrill Lynch 2000 - 2004
Mid atlantic venture assoc. 1996 - 2003
Syndicated Research Assoc. 1998 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Advisory, Structured Finance, Mutual Funds, Strategic Planning, Loans, Finance, Management, Credit, Funding, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Fixed Income, Valuation, Venture Capital, Financial Analysis, Capital Markets, Strategy, Consulting, Hedge Funds, Asset Management, Alternative Investments, Start-ups, Securities
Education
Harvard Business School 1997 — 1997
Post Grad, Finance -Private equity
Loyola University Maryland 1989 — 1991
MSF, Finance
Drexel University 1979 — 1984
BS, Finance
Drexel University - College of Business and Administration 1979 — 1984
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Baltimore Polytechnic Institute 1976 — 1979
High School, Baltimore Polytechnic Institute
JVB Financial Inc., formerly known as C&CO Prince Ridge LLC September 2009 - Present
Loyola University Maryland 1997 - 2012
Rotherwood Partners June 2008 - August 2009
Cohen and Company January 2006 - March 2009
Maid Stone 2008 - 2009
Shattuck Hammond Partners 2005 - January 2006
Galen Capital Group 2004 - 2005
Merrill Lynch 2000 - 2004
Mid atlantic venture assoc. 1996 - 2003
Syndicated Research Assoc. 1998 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Advisory, Structured Finance, Mutual Funds, Strategic Planning, Loans, Finance, Management, Credit, Funding, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Fixed Income, Valuation, Venture Capital, Financial Analysis, Capital Markets, Strategy, Consulting, Hedge Funds, Asset Management, Alternative Investments, Start-ups, Securities
Education
Harvard Business School 1997 — 1997
Post Grad, Finance -Private equity
Loyola University Maryland 1989 — 1991
MSF, Finance
Drexel University 1979 — 1984
BS, Finance
Drexel University - College of Business and Administration 1979 — 1984
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Baltimore Polytechnic Institute 1976 — 1979
High School, Baltimore Polytechnic Institute
Steven Bressler's Shattuck Hammond Partners Experience September 2008 - August 2010
Job Vice President at Riverside Partners
Industry Venture Capital & Private Equity
Experience
Riverside Partners July 2014 - Present
Golub Capital June 2013 - August 2013
Frazier Healthcare Ventures August 2010 - July 2012
Shattuck Hammond Partners September 2008 - August 2010
Katzenbach Partners LLC August 2007 - June 2008
Skills
Private Equity, Strategy, Financial Modeling, Valuation, Venture Capital, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Competitive Analysis, Business Strategy, Market Entry, Business Valuation, M&A experience, LBO, Management Consulting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Healthcare Management
Duke University 2003 — 2007
Bachelor of Arts
Gilman School 1990 — 2003
Riverside Partners July 2014 - Present
Golub Capital June 2013 - August 2013
Frazier Healthcare Ventures August 2010 - July 2012
Shattuck Hammond Partners September 2008 - August 2010
Katzenbach Partners LLC August 2007 - June 2008
Skills
Private Equity, Strategy, Financial Modeling, Valuation, Venture Capital, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Competitive Analysis, Business Strategy, Market Entry, Business Valuation, M&A experience, LBO, Management Consulting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Healthcare Management
Duke University 2003 — 2007
Bachelor of Arts
Gilman School 1990 — 2003
Justin Karp's Shattuck Hammond Partners Experience July 2005 - July 2007
Job Senior Vice President at Golub Capital
Industry Venture Capital & Private Equity
Experience
Golub Capital July 2007 - Present
Shattuck Hammond Partners July 2005 - July 2007
Skills
Private Equity, LBO, Valuation, Financial Modeling, Investment Banking, Leveraged Finance, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Equities, Alternative Investments, Venture Capital, Mergers & Acquisitions, Portfolio Management
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and International Business
SDA Bocconi 2004 — 2004
International Business
Università Commerciale 'Luigi Bocconi' 2004 — 2004
Finance and International Business
Golub Capital July 2007 - Present
Shattuck Hammond Partners July 2005 - July 2007
Skills
Private Equity, LBO, Valuation, Financial Modeling, Investment Banking, Leveraged Finance, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Equities, Alternative Investments, Venture Capital, Mergers & Acquisitions, Portfolio Management
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and International Business
SDA Bocconi 2004 — 2004
International Business
Università Commerciale 'Luigi Bocconi' 2004 — 2004
Finance and International Business
Jenna Lynch's Shattuck Hammond Partners Experience June 2008 - August 2008
Job Associate Marketing Manager at General Mills
Industry Marketing and Advertising
Experience
General Mills February 2015 - Present
General Mills August 2014 - February 2015
General Mills June 2013 - August 2013
Cambridge Associates July 2009 - July 2012
Shattuck Hammond Partners June 2008 - August 2008
HSH Nordbank January 2008 - March 2008
Skills
Cross-functional Team..., Project Management, Business Strategy, Team Leadership, Communication Skills, Asset Managment, Market Research, Investments, Due Diligence, Capital Markets, Research, Analysis, Non-profits, Hedge Funds, Valuation, Strategy
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, History and Geography
General Mills February 2015 - Present
General Mills August 2014 - February 2015
General Mills June 2013 - August 2013
Cambridge Associates July 2009 - July 2012
Shattuck Hammond Partners June 2008 - August 2008
HSH Nordbank January 2008 - March 2008
Skills
Cross-functional Team..., Project Management, Business Strategy, Team Leadership, Communication Skills, Asset Managment, Market Research, Investments, Due Diligence, Capital Markets, Research, Analysis, Non-profits, Hedge Funds, Valuation, Strategy
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, History and Geography
E. Hunter Beebe's Shattuck Hammond Partners Experience 2001 - 2007
Job Managing Principal, Healthcare Real Estate Capital
Industry Financial Services
Experience
Healthcare Real Estate Capital, LLC May 2007 - Present
Shattuck Hammond Partners 2001 - 2007
Ernst & Young 1998 - 2001
Education
Harvard Business School (PLD)
PLD, Leadership and Management
University of Florida
Healthcare Real Estate Capital, LLC May 2007 - Present
Shattuck Hammond Partners 2001 - 2007
Ernst & Young 1998 - 2001
Education
Harvard Business School (PLD)
PLD, Leadership and Management
University of Florida
Deborah Pike's Shattuck Hammond Partners Experience May 2005 - June 2009
Job Vice President at Kaufman Hall
Industry Investment Banking
Experience
Kaufman Hall June 2009 - Present
Shattuck Hammond Partners May 2005 - June 2009
Goldman Sachs 2002 - 2005
Clever Ideas, Inc. May 1998 - August 2000
KPMG December 1995 - April 1998
Bank of America (formerly Continental Bank) June 1994 - December 1995
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Due Diligence, Corporate Finance, Business Valuation, Capital Markets, Investment Banking, Finance, Business Strategy, Mergers & Acquisitions, Process Improvement
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Analytic Finance, Economics
Illinois State University 1990 — 1994
Bachelor's, Accounting
Kaufman Hall June 2009 - Present
Shattuck Hammond Partners May 2005 - June 2009
Goldman Sachs 2002 - 2005
Clever Ideas, Inc. May 1998 - August 2000
KPMG December 1995 - April 1998
Bank of America (formerly Continental Bank) June 1994 - December 1995
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Due Diligence, Corporate Finance, Business Valuation, Capital Markets, Investment Banking, Finance, Business Strategy, Mergers & Acquisitions, Process Improvement
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Analytic Finance, Economics
Illinois State University 1990 — 1994
Bachelor's, Accounting
Jonathan D'Agostino's Shattuck Hammond Partners Experience May 2004 - September 2006
Job Chief Operating Officer at Beachside Capital
Industry Financial Services
Experience
Morgan Brothers Holdings LLC Chief Operating OfficerBeachside CapitalMarch 2009 - Present
VitalPet LLC November 2008 - Present
19th Hole Group LLC September 2005 - September 2007
Shattuck Hammond Partners May 2004 - September 2006
Education
Fordham University 1999 — 2003
BS, Finance, Legal and Ethical Studies & International Business
Morgan Brothers Holdings LLC Chief Operating OfficerBeachside CapitalMarch 2009 - Present
VitalPet LLC November 2008 - Present
19th Hole Group LLC September 2005 - September 2007
Shattuck Hammond Partners May 2004 - September 2006
Education
Fordham University 1999 — 2003
BS, Finance, Legal and Ethical Studies & International Business
Lela Wulf's Shattuck Hammond Partners Experience March 1996 - September 1999
Job Controller, Research Finance at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System August 2013 - Present
Children's Healthcare of Atlanta March 2009 - July 2013
Saint Joseph's Health System February 2007 - September 2008
Saint Joseph's Research Institute August 2004 - February 2007
CBIZ Valuation Group April 2003 - August 2004
Shattuck Hammond Partners March 1996 - September 1999
KPMG 1992 - 1994
Skills
Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Process Improvement, Healthcare, Program Management, Budgets, Business Planning, Management, Project Management, Hospitals, Clinical Research, Marketing, Financial Analysis, Healthcare Information..., Revenue Cycle, Physicians, Physician Relations, Business Development, Business Process..., Practice Management, Executive Management, Managed Care, Research, Healthcare Industry, Public Speaking, Contract Negotiation
Education
University of Denver - Daniels College of Business 1985 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1981 — 1984
BBA, Marketing
Carolinas Healthcare System August 2013 - Present
Children's Healthcare of Atlanta March 2009 - July 2013
Saint Joseph's Health System February 2007 - September 2008
Saint Joseph's Research Institute August 2004 - February 2007
CBIZ Valuation Group April 2003 - August 2004
Shattuck Hammond Partners March 1996 - September 1999
KPMG 1992 - 1994
Skills
Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Process Improvement, Healthcare, Program Management, Budgets, Business Planning, Management, Project Management, Hospitals, Clinical Research, Marketing, Financial Analysis, Healthcare Information..., Revenue Cycle, Physicians, Physician Relations, Business Development, Business Process..., Practice Management, Executive Management, Managed Care, Research, Healthcare Industry, Public Speaking, Contract Negotiation
Education
University of Denver - Daniels College of Business 1985 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1981 — 1984
BBA, Marketing
James Scibetta's Shattuck Hammond Partners Experience May 1997 - September 2001
Job CFO at Pacira Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Pacira Pharmaceuticals, Inc. August 2008 - Present
Matinas BioPharma December 2013 - Present
Nephros, Inc. December 2007 - December 2013
Labopharm January 2001 - November 2008
Genzyme November 2007 - August 2008
Bioenvision Inc November 2006 - November 2007
Merrimack Pharmaceuticals September 2001 - October 2006
Shattuck Hammond Partners May 1997 - September 2001
PaineWebber August 1988 - March 1997
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Wake Forest University 1982 — 1986
BS, Physics
Pacira Pharmaceuticals, Inc. August 2008 - Present
Matinas BioPharma December 2013 - Present
Nephros, Inc. December 2007 - December 2013
Labopharm January 2001 - November 2008
Genzyme November 2007 - August 2008
Bioenvision Inc November 2006 - November 2007
Merrimack Pharmaceuticals September 2001 - October 2006
Shattuck Hammond Partners May 1997 - September 2001
PaineWebber August 1988 - March 1997
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Wake Forest University 1982 — 1986
BS, Physics
Jeff Farhy's Shattuck Hammond Partners Experience October 2007 - March 2009
Job Relationship Manager Vice President, Healthcare at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
Timothy Barney's Shattuck Hammond Partners Experience October 2001 - February 2004
Job Managing Director at Bentley Associates
Industry Financial Services
Experience
Bentley Associates February 2004 - Present
Shattuck Hammond Partners October 2001 - February 2004
PricewaterhouseCoopers December 1999 - October 2001
Ladenburg Thalmann May 1995 - December 1999
Wade Capital Corp. May 1991 - May 1995
Dean Witter Reynolds August 1989 - May 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
Bentley Associates February 2004 - Present
Shattuck Hammond Partners October 2001 - February 2004
PricewaterhouseCoopers December 1999 - October 2001
Ladenburg Thalmann May 1995 - December 1999
Wade Capital Corp. May 1991 - May 1995
Dean Witter Reynolds August 1989 - May 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
Jonathan D'Agostino's Shattuck Hammond Partners Experience January 2004 - April 2006
Job VP of Corporate Development at OSL Holdings, Inc.
Industry Financial Services
Experience
OSL Holdings, Inc. March 2015 - Present
D&F Contemporary Arts February 2015 - Present
DEVI Fine Arts January 2009 - Present
VitalPet LLC July 2008 - Present
Calx Group LLC 2004 - Present
Beachside Capital LLC March 2009 - 2015
19th Hole Group LLC February 2005 - January 2007
Shattuck Hammond Partners January 2004 - April 2006
Skills
Business Development, Strategy, Private Equity, Investments, Mergers & Acquisitions, Finance, Strategic Planning, Valuation, Portfolio Management, Management, Equities, Mergers, Financial Modeling, Capital Budgeting, Financial Institutions, Venture Capital, Property Management, Leadership, Financial Analysis, Bonds
Education
Fordham University 1999 — 2003
BS, Finance, Legal and Ethical Studiues, International Business
OSL Holdings, Inc. March 2015 - Present
D&F Contemporary Arts February 2015 - Present
DEVI Fine Arts January 2009 - Present
VitalPet LLC July 2008 - Present
Calx Group LLC 2004 - Present
Beachside Capital LLC March 2009 - 2015
19th Hole Group LLC February 2005 - January 2007
Shattuck Hammond Partners January 2004 - April 2006
Skills
Business Development, Strategy, Private Equity, Investments, Mergers & Acquisitions, Finance, Strategic Planning, Valuation, Portfolio Management, Management, Equities, Mergers, Financial Modeling, Capital Budgeting, Financial Institutions, Venture Capital, Property Management, Leadership, Financial Analysis, Bonds
Education
Fordham University 1999 — 2003
BS, Finance, Legal and Ethical Studiues, International Business
Eric Coburn's Shattuck Hammond Partners Experience 1993 - 2008
Job Managing Director, Health Care Investment Banking Group at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan Healthcare Investment Banking 2008 - 2012
Shattuck Hammond Partners 1993 - 2008
Skills
Healthcare, Managed Care, laboratory, other outsourced..., M&A Advisory Services, Debt and Equity..., Strategic Options...
Education
The University of Chicago Booth School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Wesleyan University 1980 — 1984
Bachelor's degree, Political Science and Government
Deerfield Academy 1977 — 1980
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan Healthcare Investment Banking 2008 - 2012
Shattuck Hammond Partners 1993 - 2008
Skills
Healthcare, Managed Care, laboratory, other outsourced..., M&A Advisory Services, Debt and Equity..., Strategic Options...
Education
The University of Chicago Booth School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Wesleyan University 1980 — 1984
Bachelor's degree, Political Science and Government
Deerfield Academy 1977 — 1980
Brian Lederman's Shattuck Hammond Partners Experience June 2009 - August 2009
Job CoFounder at HiArt
Industry Investment Banking
Experience
Hi-Art August 2013 - Present
Barclays Investment Bank March 2013 - April 2013
Barclays Investment Bank July 2010 - February 2013
Shattuck Hammond Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Bloomberg, Structured Finance, Infrastructure, Financial Modeling, Valuation, Yogurt, Strategy, Capital Markets, Due Diligence, Private Equity, Fixed Income
Education
Cornell University 2006 — 2010
B.A., Economics
Campolindo High School 2002 — 2006
Hi-Art August 2013 - Present
Barclays Investment Bank March 2013 - April 2013
Barclays Investment Bank July 2010 - February 2013
Shattuck Hammond Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Bloomberg, Structured Finance, Infrastructure, Financial Modeling, Valuation, Yogurt, Strategy, Capital Markets, Due Diligence, Private Equity, Fixed Income
Education
Cornell University 2006 — 2010
B.A., Economics
Campolindo High School 2002 — 2006
Thad Olchowski's Shattuck Hammond Partners Experience June 2008 - September 2009
Job Vice President at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Michael Finnerty's Shattuck Hammond Partners Experience November 1998 - February 2005
Job Managing Director at Kaufman Hall
Industry Hospital & Health Care
Experience
Kaufman Hall & Assocaites, Inc. February 2005 - Present
Shattuck Hammond Partners November 1998 - February 2005
William Gallagher Associates 1990 - 1996
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Healthcare
Middlebury College 1983 — 1987
BS, Economics
Kaufman Hall & Assocaites, Inc. February 2005 - Present
Shattuck Hammond Partners November 1998 - February 2005
William Gallagher Associates 1990 - 1996
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Healthcare
Middlebury College 1983 — 1987
BS, Economics
Eric Potoker's Shattuck Hammond Partners Experience December 1994 - May 2000
Job Portfolio Manager at 40 North
Industry Investment Management
Experience
40 North October 2013 - Present
Karsch Capital Management February 2009 - August 2013
JL: Advisors October 2002 - December 2008
Focused Healthcare Partners June 2000 - March 2002
Shattuck Hammond Partners December 1994 - May 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA)
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), History
40 North October 2013 - Present
Karsch Capital Management February 2009 - August 2013
JL: Advisors October 2002 - December 2008
Focused Healthcare Partners June 2000 - March 2002
Shattuck Hammond Partners December 1994 - May 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA)
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), History
Brandy Pitts's Shattuck Hammond Partners Experience June 2006 - January 2008
Job Assistant at Butler Snow LLP
Industry Legal Services
Experience
Butler Snow LLP January 2008 - Present
Shattuck Hammond Partners June 2006 - January 2008
The Jones Group Inc. January 2004 - February 2006
kate spade August 2003 - December 2003
Education
Mississippi State University 1999 — 2003
Butler Snow LLP January 2008 - Present
Shattuck Hammond Partners June 2006 - January 2008
The Jones Group Inc. January 2004 - February 2006
kate spade August 2003 - December 2003
Education
Mississippi State University 1999 — 2003
Clayton Wilson's Shattuck Hammond Partners Experience July 2007 - June 2010
Job Vice President Health Care Investment Banking at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management