Sidoti & Company, LLC
Industry: Capital market company
DescriptionFounded: 1999 Subsidiary: Sidoti & Company, LLC, Investment Banking Arm
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Sidoti & Company, LLC Employees
Employee
Years
Job
Industry
Lloyd Widom, CFA Lloyd Widom, CFA's Sidoti & Company, LLC Experience May 2007 - Present
Job Director of Micro Cap Research at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC May 2007 - Present
RateFinancial November 2001 - April 2007
Credit Suisse September 1996 - October 2001
Standard & Poor's 1986 - 1987
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Governance, Equity Research, Equities, Capital Markets, Investments, Equity Valuation, Securities, Alternative Investments, Bloomberg, Asset Management, Portfolio Management
Education
Baruch College 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1977 — 1981
A.B., Government
Sidoti & Company, LLC May 2007 - Present
RateFinancial November 2001 - April 2007
Credit Suisse September 1996 - October 2001
Standard & Poor's 1986 - 1987
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Governance, Equity Research, Equities, Capital Markets, Investments, Equity Valuation, Securities, Alternative Investments, Bloomberg, Asset Management, Portfolio Management
Education
Baruch College 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1977 — 1981
A.B., Government
Sante Faustini, III Sante Faustini, III's Sidoti & Company, LLC Experience September 2009 - July 2012
Job Research, Sales & Trading at ITG
Industry Financial Services
Experience
ITG January 2014 - Present
Aldario's Restaurant & Banquet Facility August 2012 - December 2013
Sidoti & Company, LLC September 2009 - July 2012
The Connecticut Group/ AXA Advisors, LLC June 2008 - September 2009
People's Securities May 2007 - September 2007
Skills
Institutional Sales, Institutional Research, Equity Research, Institutional Investors, Hedge Funds, Mutual Funds, Equities, Equity Trading, Entrepreneurship, Investment Advisory, Finance, Economics, Restaurant Management, Restaurants, Stock Market, Stock Picking, Trading, Lacrosse, Football, Tennis, Golf
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science (BS), Major: Finance; Minor: Economics
Fairfield College Prepatory School 2000 — 2004
ITG January 2014 - Present
Aldario's Restaurant & Banquet Facility August 2012 - December 2013
Sidoti & Company, LLC September 2009 - July 2012
The Connecticut Group/ AXA Advisors, LLC June 2008 - September 2009
People's Securities May 2007 - September 2007
Skills
Institutional Sales, Institutional Research, Equity Research, Institutional Investors, Hedge Funds, Mutual Funds, Equities, Equity Trading, Entrepreneurship, Investment Advisory, Finance, Economics, Restaurant Management, Restaurants, Stock Market, Stock Picking, Trading, Lacrosse, Football, Tennis, Golf
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science (BS), Major: Finance; Minor: Economics
Fairfield College Prepatory School 2000 — 2004
Jeffrey MacCune Jeffrey MacCune's Sidoti & Company, LLC Experience June 2011 - July 2011
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
Jacob Merrin Jacob Merrin's Sidoti & Company, LLC Experience June 2014 - August 2014
Job Thesis Applicant (Psychology) 2016
Industry
Experience
Emotion, Brain, and Behavior Laboratory June 2013 - Present
Ciao Andiamo August 2015 - August 2015
iSpecimen June 2015 - July 2015
Sidoti & Company, LLC June 2014 - August 2014
Steve Grossman for Governor September 2013 - May 2014
Tufts University Social Cognition Laboratory June 2013 - August 2013
Friedman Nanotechnology Laboratory, Albert Einstein College of Medicine July 2010 - August 2010
Skills
Product Development, Bloomberg Terminal, Windows, PowerPoint, Microsoft Word, Research, Microsoft Office, Microsoft Excel, Teaching, Outlook, SPSS, Public Speaking, Social Media Marketing, English, Entrepreneurship, Business Strategy, Clinical Research, Marketing Research
Education
Tufts University 2012 — 2016
Psychology, Psychology
The University of Hong Kong 2015 — 2015
Study Abroad, Business Administration, Management and Operations; Philosophy
Emotion, Brain, and Behavior Laboratory June 2013 - Present
Ciao Andiamo August 2015 - August 2015
iSpecimen June 2015 - July 2015
Sidoti & Company, LLC June 2014 - August 2014
Steve Grossman for Governor September 2013 - May 2014
Tufts University Social Cognition Laboratory June 2013 - August 2013
Friedman Nanotechnology Laboratory, Albert Einstein College of Medicine July 2010 - August 2010
Skills
Product Development, Bloomberg Terminal, Windows, PowerPoint, Microsoft Word, Research, Microsoft Office, Microsoft Excel, Teaching, Outlook, SPSS, Public Speaking, Social Media Marketing, English, Entrepreneurship, Business Strategy, Clinical Research, Marketing Research
Education
Tufts University 2012 — 2016
Psychology, Psychology
The University of Hong Kong 2015 — 2015
Study Abroad, Business Administration, Management and Operations; Philosophy
Xu (Claire) Cheng's Sidoti & Company, LLC Experience June 2008 - August 2008
Job Investment Analyst at Blackcrane Capital, LLC
Industry Financial Services
Experience
Blackcrane Capital, LLC November 2014 - Present
Voce Capital June 2014 - September 2014
Esurance October 2012 - October 2013
Cornell University June 2009 - May 2010
Sidoti & Company, LLC June 2008 - August 2008
Baoying Fund Management Co. June 2007 - August 2007
Skills
Financial Modeling, Investments, Statistical Modeling, Financial Analysis, Valuation, Microsoft Excel, SQL, Matlab, Stata, Microsoft Office, Portfolio Management, CFA Level II Candidate, Data Analysis, Analysis, Bloomberg, Economics, Statistics, Research, Finance, Quantitative Analytics
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Economics
Georgetown University 2010 — 2012
Master of Arts (M.A.), Economics
Blackcrane Capital, LLC November 2014 - Present
Voce Capital June 2014 - September 2014
Esurance October 2012 - October 2013
Cornell University June 2009 - May 2010
Sidoti & Company, LLC June 2008 - August 2008
Baoying Fund Management Co. June 2007 - August 2007
Skills
Financial Modeling, Investments, Statistical Modeling, Financial Analysis, Valuation, Microsoft Excel, SQL, Matlab, Stata, Microsoft Office, Portfolio Management, CFA Level II Candidate, Data Analysis, Analysis, Bloomberg, Economics, Statistics, Research, Finance, Quantitative Analytics
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Economics
Georgetown University 2010 — 2012
Master of Arts (M.A.), Economics
David Fossella David Fossella's Sidoti & Company, LLC Experience 2003 - 2004
Job Natural Resources Equity Analyst at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers January 2014 - Present
Allianz Global Investors 2004 - 2013
Sidoti & Company, LLC 2003 - 2004
Skills
Equity Research Analysis, Investment Valuation
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Cohen & Steers January 2014 - Present
Allianz Global Investors 2004 - 2013
Sidoti & Company, LLC 2003 - 2004
Skills
Equity Research Analysis, Investment Valuation
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Scott Stember Scott Stember's Sidoti & Company, LLC Experience March 1999 - April 2015
Job SVP, Senior Research Analyst at CL King & Associates
Industry Financial Services
Experience
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
Kevin Allen's Sidoti & Company, LLC Experience June 2014 - Present
Job Institutional Equity Sales at Sidoti & Company
Industry Financial Services
Experience
Sidoti & Company, LLC June 2014 - Present
McCann Erickson February 2014 - June 2014
Rosicki Rosicki and Associates January 2012 - March 2014
United States Marine Corps July 2010 - July 2011
Skills
Finance, Microsoft Excel, Public Speaking, Investments, Microsoft Office, Research, Series 7, Equities, Bloomberg, Portfolio Management, Hedge Funds, Financial Modeling, Trading, Profit Maximization, Series 86, Series 66, Series 87, Financial Analysis, Asset Management, Capital Markets, Valuation, Securities, Equity Research, Mutual Funds
Education
Dowling College 2012 — 2013
Master of Business Administration (M.B.A.), Corporate Finanace, 4.0
University of Wisconsin-Madison 2008 — 2011
Bachelor of Arts (B.A.), Legal Studies, General
Chaminade High School 2004 — 2008
High School
Sidoti & Company, LLC June 2014 - Present
McCann Erickson February 2014 - June 2014
Rosicki Rosicki and Associates January 2012 - March 2014
United States Marine Corps July 2010 - July 2011
Skills
Finance, Microsoft Excel, Public Speaking, Investments, Microsoft Office, Research, Series 7, Equities, Bloomberg, Portfolio Management, Hedge Funds, Financial Modeling, Trading, Profit Maximization, Series 86, Series 66, Series 87, Financial Analysis, Asset Management, Capital Markets, Valuation, Securities, Equity Research, Mutual Funds
Education
Dowling College 2012 — 2013
Master of Business Administration (M.B.A.), Corporate Finanace, 4.0
University of Wisconsin-Madison 2008 — 2011
Bachelor of Arts (B.A.), Legal Studies, General
Chaminade High School 2004 — 2008
High School
Gunnar Hansen Gunnar Hansen's Sidoti & Company, LLC Experience January 2011 - July 2013
Job at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2013 - Present
Sidoti & Company, LLC January 2011 - July 2013
Carnegie Valet July 2010 - December 2010
Marathon Partners L.P. October 2010 - November 2010
AZ Laundry September 2007 - May 2009
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Bloomberg
Education
University of Arizona, Eller College of Management 2006 — 2010
BS in Business Administration, Finance, Economics; Mathematics (minor)
RBC Capital Markets July 2013 - Present
Sidoti & Company, LLC January 2011 - July 2013
Carnegie Valet July 2010 - December 2010
Marathon Partners L.P. October 2010 - November 2010
AZ Laundry September 2007 - May 2009
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Bloomberg
Education
University of Arizona, Eller College of Management 2006 — 2010
BS in Business Administration, Finance, Economics; Mathematics (minor)
Scott Gehnrich Scott Gehnrich's Sidoti & Company, LLC Experience October 2008 - April 2013
Job Vice President, Institutional Equity Research Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Sidoti & Company, LLC October 2008 - April 2013
Bloomberg LP December 2006 - October 2008
Opus Trading Fund, LLC June 2006 - November 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Equity Research, Equities, Valuation, Hedge Funds, Securities, Bloomberg, Capital Markets, Investments, Trading, Fixed Income
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Smeal College of Business, Economics
University of Westminster 2005 — 2005
Semester Abroad Program
Garden City High School 1998 — 2002
New York State Regents
Piper Jaffray May 2013 - Present
Sidoti & Company, LLC October 2008 - April 2013
Bloomberg LP December 2006 - October 2008
Opus Trading Fund, LLC June 2006 - November 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Equity Research, Equities, Valuation, Hedge Funds, Securities, Bloomberg, Capital Markets, Investments, Trading, Fixed Income
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Smeal College of Business, Economics
University of Westminster 2005 — 2005
Semester Abroad Program
Garden City High School 1998 — 2002
New York State Regents
Brian Nickel Brian Nickel's Sidoti & Company, LLC Experience November 2012 - May 2015
Job Associate Customer Success Manager at Box
Industry Information Technology and Services
Experience
Box May 2015 - Present
Sidoti & Company, LLC November 2012 - May 2015
Sidoti & Company, LLC October 2011 - November 2012
Columbia University July 2011 - April 2012
Skills
Bloomberg, Equities, Event Planning, Financial Modeling, Investments, Microsoft Office, PowerPoint, Public Speaking, Research, Series 7, Social Media, Trading, Valuation, Leadership, Management
Education
Columbia University in the City of New York 2007 — 2011
B.A, Sustainable Development, Political Science
Box May 2015 - Present
Sidoti & Company, LLC November 2012 - May 2015
Sidoti & Company, LLC October 2011 - November 2012
Columbia University July 2011 - April 2012
Skills
Bloomberg, Equities, Event Planning, Financial Modeling, Investments, Microsoft Office, PowerPoint, Public Speaking, Research, Series 7, Social Media, Trading, Valuation, Leadership, Management
Education
Columbia University in the City of New York 2007 — 2011
B.A, Sustainable Development, Political Science
Raymond L. Penzi Raymond L. Penzi's Sidoti & Company, LLC Experience December 2010 - July 2011
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC January 2012 - Present
Sidoti & Company, LLC December 2010 - July 2011
Merrill Lynch July 2009 - August 2009
North American Partners in Anesthesia July 2008 - August 2008
Skills
Wealth Management..., FINRA, Equities, Series 7, Series 63, Retirement Planning, Securities, Strategic Planning, Financial Analysis, Financial Advisory, Investments, Wealth, Business Planning, Life Insurance, Risk Management, Estate Planning, Trusts
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Management
Florence University of the Arts 2008 — 2008
Chaminade High School 2002 — 2006
Heritage Strategies, LLC January 2012 - Present
Sidoti & Company, LLC December 2010 - July 2011
Merrill Lynch July 2009 - August 2009
North American Partners in Anesthesia July 2008 - August 2008
Skills
Wealth Management..., FINRA, Equities, Series 7, Series 63, Retirement Planning, Securities, Strategic Planning, Financial Analysis, Financial Advisory, Investments, Wealth, Business Planning, Life Insurance, Risk Management, Estate Planning, Trusts
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Management
Florence University of the Arts 2008 — 2008
Chaminade High School 2002 — 2006
Dylan Das Dylan Das's Sidoti & Company, LLC Experience July 2013 - Present
Job Institutional Equity Sales at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC July 2013 - Present
JPMorgan June 2010 - February 2013
Arch Street Exchange August 2009 - June 2010
Alternative Asset Investment Management March 2008 - August 2009
The Richman Group 2001 - 2005
Skills
Private Equity, Corporate Finance, Emerging Markets, Fixed Income, Due Diligence, Securities, Investor Relations, Bloomberg Terminal, Electronic Trading, Equity Research, Equity Valuation, Equity Trading, ETFs, Investment Management, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Economics
Sidoti & Company, LLC July 2013 - Present
JPMorgan June 2010 - February 2013
Arch Street Exchange August 2009 - June 2010
Alternative Asset Investment Management March 2008 - August 2009
The Richman Group 2001 - 2005
Skills
Private Equity, Corporate Finance, Emerging Markets, Fixed Income, Due Diligence, Securities, Investor Relations, Bloomberg Terminal, Electronic Trading, Equity Research, Equity Valuation, Equity Trading, ETFs, Investment Management, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Economics
Doug Cooper Doug Cooper's Sidoti & Company, LLC Experience January 2015 - Present
Job Senior Equity Research Analyst at Sidoti & Company, LLC
Industry Investment Management
Experience
Sidoti & Company, LLC January 2015 - Present
UBS Investment Bank March 2012 - May 2014
Dahlman Rose & Co. April 2011 - September 2011
UBS Investment Bank July 2007 - March 2011
Prudential Financial October 2006 - June 2007
Goldman Sachs March 2004 - November 2006
Skills
Financial Modeling, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Banking, Financial Analysis, Equity Valuation, Microsoft Office, Alteryx, Technical Analysis, Excel, Factset, Equity Derivatives, Fundamental Research, Capital IQ, Thomson Reuters, Valuation, DCF Valuation, Relative Value Trading, Investment Strategies, Investments, Capital Markets, Finance, Analysis, Trading, Portfolio Management, Fixed Income, Asset Management, Corporate Finance, Derivatives, Series 7, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Penn State University
B.S., Marketing
Sidoti & Company, LLC January 2015 - Present
UBS Investment Bank March 2012 - May 2014
Dahlman Rose & Co. April 2011 - September 2011
UBS Investment Bank July 2007 - March 2011
Prudential Financial October 2006 - June 2007
Goldman Sachs March 2004 - November 2006
Skills
Financial Modeling, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Banking, Financial Analysis, Equity Valuation, Microsoft Office, Alteryx, Technical Analysis, Excel, Factset, Equity Derivatives, Fundamental Research, Capital IQ, Thomson Reuters, Valuation, DCF Valuation, Relative Value Trading, Investment Strategies, Investments, Capital Markets, Finance, Analysis, Trading, Portfolio Management, Fixed Income, Asset Management, Corporate Finance, Derivatives, Series 7, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Penn State University
B.S., Marketing
Rashid Malik, CFA's Sidoti & Company, LLC Experience 2006 - 2008
Job Private Equity, Media Development Investment Fund
Industry Financial Services
Experience
Media Development Investment Fund 2008 - Present
Sidoti & Company, LLC 2006 - 2008
AT&T January 1999 - August 2006
Skills
Private Equity, Business Strategy, Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Valuation, Investments, Analysis, Venture Capital, Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Strategy
Saint Louis University
Masters of Finance, Finance
Media Development Investment Fund 2008 - Present
Sidoti & Company, LLC 2006 - 2008
AT&T January 1999 - August 2006
Skills
Private Equity, Business Strategy, Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Valuation, Investments, Analysis, Venture Capital, Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Strategy
Saint Louis University
Masters of Finance, Finance
Michael Saloio's Sidoti & Company, LLC Experience February 2009 - July 2012
Job Business Development at Disruptive Multimedia
Industry Music
Experience
Disruptive Multimedia October 2014 - Present
Oppenheimer & Co. July 2012 - September 2014
Sidoti & Company, LLC February 2009 - July 2012
Sidoti & Company, LLC February 2008 - February 2009
Skills
Equity Research, Bloomberg, Equities, Financial Modeling, Valuation, Series 7, Equity Valuation, Capital Markets, Hedge Funds, Investments, Series 63, Financial Analysis, Alternative Investments, Investment Management, Securities, Trading
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Finance
Disruptive Multimedia October 2014 - Present
Oppenheimer & Co. July 2012 - September 2014
Sidoti & Company, LLC February 2009 - July 2012
Sidoti & Company, LLC February 2008 - February 2009
Skills
Equity Research, Bloomberg, Equities, Financial Modeling, Valuation, Series 7, Equity Valuation, Capital Markets, Hedge Funds, Investments, Series 63, Financial Analysis, Alternative Investments, Investment Management, Securities, Trading
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Finance
Wadad Cortas Wadad Cortas's Sidoti & Company, LLC Experience July 2003 - June 2007
Job Vice President at Gatemore Capital Management
Industry Investment Management
Experience
Gatemore Capital Management July 2007 - Present
Sidoti & Company, LLC July 2003 - June 2007
Rothschild July 2001 - June 2003
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Equity Research, Portfolio Management, Private Equity, Bloomberg, Equities, Valuation, Due Diligence, Financial Modeling
Education
Columbia University in the City of New York 1997 — 2001
B.A., Math, Economics
Gatemore Capital Management July 2007 - Present
Sidoti & Company, LLC July 2003 - June 2007
Rothschild July 2001 - June 2003
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Equity Research, Portfolio Management, Private Equity, Bloomberg, Equities, Valuation, Due Diligence, Financial Modeling
Education
Columbia University in the City of New York 1997 — 2001
B.A., Math, Economics
Joseph Gradante's Sidoti & Company, LLC Experience July 2011 - December 2011
Job Associate Director of Middle Markets Trading at The PrinceRidge Group
Industry Capital Markets
Experience
The PrinceRidge Group January 2013 - Present
Sidoti & Company, LLC July 2011 - December 2011
Hennessee Group LLC September 2009 - April 2011
Cantor Fitzgerald June 2009 - August 2009
Skills
Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Breaking into the..., Hedge Funds
Education
City University of New York-Hunter College 2006 — 2010
BA (triple major), Economics/ Political Science/ Urban Policy
Hunter College 2006 — 2010
Bachelor of the Arts, Political Science; Urban Policy/ Economics
Beekman Preparatory School
High School Diploma
The PrinceRidge Group January 2013 - Present
Sidoti & Company, LLC July 2011 - December 2011
Hennessee Group LLC September 2009 - April 2011
Cantor Fitzgerald June 2009 - August 2009
Skills
Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Breaking into the..., Hedge Funds
Education
City University of New York-Hunter College 2006 — 2010
BA (triple major), Economics/ Political Science/ Urban Policy
Hunter College 2006 — 2010
Bachelor of the Arts, Political Science; Urban Policy/ Economics
Beekman Preparatory School
High School Diploma
Richard Wesolowski, CFA Richard Wesolowski, CFA's Sidoti & Company, LLC Experience January 2003 - September 2013
Job Vice President, Research Analyst, KSE Value Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2013 - Present
Sidoti & Company, LLC January 2003 - September 2013
ELIAS SPORTS BUREAU January 2000 - January 2002
Skills
Financial statement..., Written and verbal..., Indentification of..., Investments, Valuation, Equities, Portfolio Management, Financial Analysis, Mutual Funds
Education
CFA Institute 2002 — 2005
CFA Charterholder, Accounting and Finance
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
College of the Holy Cross 1995 — 1999
Bachelor of Arts (BA), Economics
Iona
Neuberger Berman October 2013 - Present
Sidoti & Company, LLC January 2003 - September 2013
ELIAS SPORTS BUREAU January 2000 - January 2002
Skills
Financial statement..., Written and verbal..., Indentification of..., Investments, Valuation, Equities, Portfolio Management, Financial Analysis, Mutual Funds
Education
CFA Institute 2002 — 2005
CFA Charterholder, Accounting and Finance
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
College of the Holy Cross 1995 — 1999
Bachelor of Arts (BA), Economics
Iona
James Nie, CFA James Nie, CFA's Sidoti & Company, LLC Experience November 2013 - May 2014
Job Technology Investment Banking
Industry Financial Services
Experience
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Connor Breisacher's Sidoti & Company, LLC Experience October 2014 - Present
Job Institutional Equity Sales at Sidoti & Company
Industry Financial Services
Experience
Sidoti & Company, LLC October 2014 - Present
Reid & Rudiger, LLC October 2013 - October 2014
Education
University of Southern Maine 2011 — 2013
Bachelor of Science, Business Administration; Finance, Professional Practices
Bowling Green State University 2008 — 2011
Business Administration
Sidoti & Company, LLC October 2014 - Present
Reid & Rudiger, LLC October 2013 - October 2014
Education
University of Southern Maine 2011 — 2013
Bachelor of Science, Business Administration; Finance, Professional Practices
Bowling Green State University 2008 — 2011
Business Administration
Joseph R. Schults Joseph R. Schults's Sidoti & Company, LLC Experience 2012 - 2013
Job Fixed Income
Industry Financial Services
Experience
StormHarbour Securities 2013 - Present
Sidoti & Company, LLC 2012 - 2013
Dominion Capital 2011 - 2012
SAMUEL A RAMIREZ & CO., INC 2010 - 2011
Olympia Capital Markets Group 2008 - 2010
Putnam Investments November 2006 - December 2007
Skills
Trading, Equities, Bloomberg Terminal, Capital Markets, Corporate Finance, Structured Products, Mutual Funds, Fixed Income, Investment Banking, Portfolio Management, Investments, Lead Generation, Equity Trading, Boxing, Wealth Management, Relationship Management, MBS, Financial Services, Securities, Hedge Funds, Options, Commodity
Education
University of Massachusetts at Lowell 2006 — 2008
Manning School of Business, Bachelor's of Science
University of Tennessee-Knoxville 2003 — 2006
Finance, General
St. John's Prep
StormHarbour Securities 2013 - Present
Sidoti & Company, LLC 2012 - 2013
Dominion Capital 2011 - 2012
SAMUEL A RAMIREZ & CO., INC 2010 - 2011
Olympia Capital Markets Group 2008 - 2010
Putnam Investments November 2006 - December 2007
Skills
Trading, Equities, Bloomberg Terminal, Capital Markets, Corporate Finance, Structured Products, Mutual Funds, Fixed Income, Investment Banking, Portfolio Management, Investments, Lead Generation, Equity Trading, Boxing, Wealth Management, Relationship Management, MBS, Financial Services, Securities, Hedge Funds, Options, Commodity
Education
University of Massachusetts at Lowell 2006 — 2008
Manning School of Business, Bachelor's of Science
University of Tennessee-Knoxville 2003 — 2006
Finance, General
St. John's Prep
Robert Paun Robert Paun's Sidoti & Company, LLC Experience October 2006 - July 2014
Job Senior Director at Affinion Group, an Apollo Management portfolio company
Industry Financial Services
Experience
Affinion Group July 2014 - Present
Sidoti & Company, LLC October 2006 - July 2014
Merrill Lynch October 2003 - October 2006
Skills
Financial Modeling, Equity Research, Bloomberg, Investments, Capital Markets, Financial Analysis, Hedge Funds, Equities, Finance, Series 7
Education
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Princeton Day School
Affinion Group July 2014 - Present
Sidoti & Company, LLC October 2006 - July 2014
Merrill Lynch October 2003 - October 2006
Skills
Financial Modeling, Equity Research, Bloomberg, Investments, Capital Markets, Financial Analysis, Hedge Funds, Equities, Finance, Series 7
Education
Bucknell University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Princeton Day School
Thomas Suarez's Sidoti & Company, LLC Experience September 2014 - Present
Job Institutional Equity Sales at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC September 2014 - Present
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Sidoti & Company, LLC September 2014 - Present
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Les Sulewski Les Sulewski's Sidoti & Company, LLC Experience 2012 - Present
Job Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC 2012 - Present
Skills
Equities, Trading, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Capital Markets, Portfolio Management
Education
Marist College
Bachelor's, School of Management - Finance
Sidoti & Company, LLC 2012 - Present
Skills
Equities, Trading, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Capital Markets, Portfolio Management
Education
Marist College
Bachelor's, School of Management - Finance
Matthew Paul Matthew Paul's Sidoti & Company, LLC Experience November 2012 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Barclays Investment Bank September 2014 - March 2015
Sidoti & Company, LLC November 2012 - June 2014
CV Brokerage April 2012 - December 2012
Cassatt Trading Fund May 2010 - June 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Equities, Investments, Trading, Bloomberg, Microsoft Excel, series 86, Series 63, ETFs, Equity Research, Securities, Fixed Income, Series 7
Education
Penn State University 2005 — 2010
B.S., Economics
Stifel Financial Corp. May 2015 - Present
Barclays Investment Bank September 2014 - March 2015
Sidoti & Company, LLC November 2012 - June 2014
CV Brokerage April 2012 - December 2012
Cassatt Trading Fund May 2010 - June 2011
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Equities, Investments, Trading, Bloomberg, Microsoft Excel, series 86, Series 63, ETFs, Equity Research, Securities, Fixed Income, Series 7
Education
Penn State University 2005 — 2010
B.S., Economics
Dwain Carryl Dwain Carryl's Sidoti & Company, LLC Experience September 1999 - July 2002
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
Kyle Hughes Kyle Hughes's Sidoti & Company, LLC Experience June 2009 - August 2009
Job Associate at Eton Park
Industry Financial Services
Experience
Eton Park Capital Management, L.P. September 2014 - Present
HedgeServ Corp February 2012 - August 2014
First Investors Corporation September 2011 - February 2012
Deutsche Bank January 2010 - February 2010
Sidoti & Company, LLC June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SunGard Front Arena, Sunguard
Education
Investment Banking Institute
Financial Modeling and Valuation Training Program
Loyola University of Maryland 2007 — 2011
BA, Finance
University of Auckland 2010 — 2010
Business
Eton Park Capital Management, L.P. September 2014 - Present
HedgeServ Corp February 2012 - August 2014
First Investors Corporation September 2011 - February 2012
Deutsche Bank January 2010 - February 2010
Sidoti & Company, LLC June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SunGard Front Arena, Sunguard
Education
Investment Banking Institute
Financial Modeling and Valuation Training Program
Loyola University of Maryland 2007 — 2011
BA, Finance
University of Auckland 2010 — 2010
Business
Clint Kuboyama, CAIA Clint Kuboyama, CAIA's Sidoti & Company, LLC Experience May 2004 - 2006
Job Finance & Investment Consultant
Industry Financial Services
Experience
The Math Consulting January 2013 - Present
Simultrade LLC May 2011 - December 2012
Bank of Hawaii 2006 - 2010
Sidoti & Company, LLC May 2004 - 2006
Valueline 2000 - 2004
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Wealth Management, Valuation, Asset Allocation, Risk Management, Alternative Investments, Capital Markets, Mutual Funds, Trading, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Finance
University of Hawaii at Manoa
Bachelor's Degree, Biology/Biological Sciences, General
Boston College
Undergraduate Studies
The Math Consulting January 2013 - Present
Simultrade LLC May 2011 - December 2012
Bank of Hawaii 2006 - 2010
Sidoti & Company, LLC May 2004 - 2006
Valueline 2000 - 2004
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Wealth Management, Valuation, Asset Allocation, Risk Management, Alternative Investments, Capital Markets, Mutual Funds, Trading, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Finance
University of Hawaii at Manoa
Bachelor's Degree, Biology/Biological Sciences, General
Boston College
Undergraduate Studies
Stephen J McManus, CPA Stephen J McManus, CPA's Sidoti & Company, LLC Experience August 2013 - Present
Job Equity Research Analyst at Sidoti & Company, LLC
Industry Research
Experience
Sidoti & Company, LLC August 2013 - Present
PwC July 2012 - August 2013
Skills
Accounting, Financial Reporting, SEC filings, Financial Analysis, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Tax, Financial Statements, Microsoft Excel, Equity Research, Financial Statement..., CPA, Equity Valuation, Equities
Education
Fairfield University 2012 — 2012
Master's degree, Accounting
Fairfield University 2007 — 2011
Bachelor's degree, Accounting
Sidoti & Company, LLC August 2013 - Present
PwC July 2012 - August 2013
Skills
Accounting, Financial Reporting, SEC filings, Financial Analysis, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Tax, Financial Statements, Microsoft Excel, Equity Research, Financial Statement..., CPA, Equity Valuation, Equities
Education
Fairfield University 2012 — 2012
Master's degree, Accounting
Fairfield University 2007 — 2011
Bachelor's degree, Accounting
Dov Hellman Dov Hellman's Sidoti & Company, LLC Experience August 2009 - October 2010
Job
Industry Investment Management
Experience
Holland Capital Management LLC July 2014 - Present
JDRF November 2010 - June 2014
Sidoti & Company, LLC August 2009 - October 2010
CIBC Oppenheimer November 2008 - March 2009
W.R. Huff Asset Managment July 2006 - July 2008
Holland Capital Management June 2005 - August 2005
PwC November 2002 - April 2004
United Mizrahi Bank March 2001 - October 2002
Skills
Financial Modeling, High Yield, Valuation, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Business Strategy, Business Analysis, Business Planning, Equity Research, Credit Analysis, Start-up Ventures, Due Diligence, Equity Valuation, Private Equity, Equities, Strategy
Education
New York University 2011 — 2013
Master of Public Administration (MPA) - Executive MPA Program
University of Wisconsin-Madison 2004 — 2006
MBA, Finance - Applied Security Analysis Program (ASAP)
The Hebrew University 1997 — 2001
BA, Economics
HaRishonim
Holland Capital Management LLC July 2014 - Present
JDRF November 2010 - June 2014
Sidoti & Company, LLC August 2009 - October 2010
CIBC Oppenheimer November 2008 - March 2009
W.R. Huff Asset Managment July 2006 - July 2008
Holland Capital Management June 2005 - August 2005
PwC November 2002 - April 2004
United Mizrahi Bank March 2001 - October 2002
Skills
Financial Modeling, High Yield, Valuation, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Business Strategy, Business Analysis, Business Planning, Equity Research, Credit Analysis, Start-up Ventures, Due Diligence, Equity Valuation, Private Equity, Equities, Strategy
Education
New York University 2011 — 2013
Master of Public Administration (MPA) - Executive MPA Program
University of Wisconsin-Madison 2004 — 2006
MBA, Finance - Applied Security Analysis Program (ASAP)
The Hebrew University 1997 — 2001
BA, Economics
HaRishonim
Bill Holobowski Bill Holobowski's Sidoti & Company, LLC Experience December 2001 - Present
Job Editor at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC December 2001 - Present
Neighbors Opposed to Privatization at Earle (NOPE) 2008 - 2011
CNNfn March 2001 - November 2001
Work.com - Dow Jones February 2000 - December 2000
Dow Jones March 1993 - December 2000
The Home News & Tribune January 1992 - June 1996
WHWH-1350AM November 1991 - November 1992
WRSU 1988 - 1991
Skills
Editing, Research, Writing, Mentoring, Series 7, Microsoft Office, Social Media, Word, Copy Editing, Blogging, Journalism, Marketing, Leadership, Investments, Press Releases, Financial Analysis, Management, Financial Modeling, Newsletters, Public Speaking, Public Relations, Politics, Microsoft Word, Editorial, Storytelling, Strategy, Newspapers
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2007
MLER, Labor Relations and Management
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, Industrial Labor Relations and Journalism
H.G. Hoffman H.S. 1983 — 1987
Sidoti & Company, LLC December 2001 - Present
Neighbors Opposed to Privatization at Earle (NOPE) 2008 - 2011
CNNfn March 2001 - November 2001
Work.com - Dow Jones February 2000 - December 2000
Dow Jones March 1993 - December 2000
The Home News & Tribune January 1992 - June 1996
WHWH-1350AM November 1991 - November 1992
WRSU 1988 - 1991
Skills
Editing, Research, Writing, Mentoring, Series 7, Microsoft Office, Social Media, Word, Copy Editing, Blogging, Journalism, Marketing, Leadership, Investments, Press Releases, Financial Analysis, Management, Financial Modeling, Newsletters, Public Speaking, Public Relations, Politics, Microsoft Word, Editorial, Storytelling, Strategy, Newspapers
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2007
MLER, Labor Relations and Management
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, Industrial Labor Relations and Journalism
H.G. Hoffman H.S. 1983 — 1987
Graham Gordon's Sidoti & Company, LLC Experience October 2014 - Present
Job Compliance Associate
Industry Marketing and Advertising
Experience
Sidoti & Company, LLC October 2014 - Present
Maxim Group January 2014 - September 2014
Maxim Group LLC June 2011 - January 2014
Maxim Group December 2010 - June 2011
rock paper scissors, inc. May 2009 - April 2010
Skills
Advertising, Marketing Strategy, Event Management, Compliance, Compliance Procedures, Regulatory Submissions, Securities Regulation, Regulatory Analysis, Internal Controls, Internal Audit, Compliance Regulations, SEC filings, Government Filings, FINRA, Surveillance, Procedure Creation, Procedure Review, KYC
Education
Indiana University Bloomington 2005 — 2009
BPA, Policy Analysis
Indiana University Bloomington 2005 — 2009
Sidoti & Company, LLC October 2014 - Present
Maxim Group January 2014 - September 2014
Maxim Group LLC June 2011 - January 2014
Maxim Group December 2010 - June 2011
rock paper scissors, inc. May 2009 - April 2010
Skills
Advertising, Marketing Strategy, Event Management, Compliance, Compliance Procedures, Regulatory Submissions, Securities Regulation, Regulatory Analysis, Internal Controls, Internal Audit, Compliance Regulations, SEC filings, Government Filings, FINRA, Surveillance, Procedure Creation, Procedure Review, KYC
Education
Indiana University Bloomington 2005 — 2009
BPA, Policy Analysis
Indiana University Bloomington 2005 — 2009
Baemen Vertovez Baemen Vertovez's Sidoti & Company, LLC Experience July 2004 - July 2006
Job Manager at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
PricewaterhouseCoopers June 2010 - August 2010
JPMorgan August 2007 - July 2009
JPMorgan August 2006 - August 2007
Sidoti & Company, LLC July 2004 - July 2006
SIDOTI & COMPANY LLC July 2004 - July 2006
Skills
Fixed Income, Finance, Risk Management, Economics, Relationship Management, Consulting, Analysis, Market Research, Strategy, Accounting, Project Management, Sales, Executive Management, Workshop Facilitation, Operations Management, Swaps, Process Engineering, Customer Service, Data Migration, Market Planning
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Consulting
Williams College 2000 — 2004
BA, Economics
Williams College 2000 — 2004
Bachelor of Arts, Economics
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 2003 — 2003
Business Bridge Program
PwC August 2011 - Present
PricewaterhouseCoopers June 2010 - August 2010
JPMorgan August 2007 - July 2009
JPMorgan August 2006 - August 2007
Sidoti & Company, LLC July 2004 - July 2006
SIDOTI & COMPANY LLC July 2004 - July 2006
Skills
Fixed Income, Finance, Risk Management, Economics, Relationship Management, Consulting, Analysis, Market Research, Strategy, Accounting, Project Management, Sales, Executive Management, Workshop Facilitation, Operations Management, Swaps, Process Engineering, Customer Service, Data Migration, Market Planning
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2009 — 2011
Master, Business Administration
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Consulting
Williams College 2000 — 2004
BA, Economics
Williams College 2000 — 2004
Bachelor of Arts, Economics
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 2003 — 2003
Business Bridge Program
Matthew McSherry Matthew McSherry's Sidoti & Company, LLC Experience July 2008 - October 2014
Job Executive Gartner Invest
Industry Financial Services
Experience
Gartner November 2014 - Present
Sidoti & Company, LLC July 2008 - October 2014
Skills
Series 7, Equities, Series 63, Securities
Education
Mount St. Mary's University 2004 — 2008
BA, Business
Chaminade Highschool 2000 — 2004
Gartner November 2014 - Present
Sidoti & Company, LLC July 2008 - October 2014
Skills
Series 7, Equities, Series 63, Securities
Education
Mount St. Mary's University 2004 — 2008
BA, Business
Chaminade Highschool 2000 — 2004
James Rigos James Rigos's Sidoti & Company, LLC Experience February 2013 - March 2014
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2014 - Present
Sidoti & Company, LLC February 2013 - March 2014
Ipreo June 2012 - February 2013
Five Points Partners June 2011 - September 2011
Skills
Financial Analysis, Market Research, Team Leadership, Manage Client..., Fundamental Analysis, Bloomberg, Equity Research, Trading, Institutional..., Long/Short Equity, Financial Modeling, Capital Markets, Valuation, Presentation Skills, Investments, Equities, Client Relations
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona
International Finance
BMO Capital Markets March 2014 - Present
Sidoti & Company, LLC February 2013 - March 2014
Ipreo June 2012 - February 2013
Five Points Partners June 2011 - September 2011
Skills
Financial Analysis, Market Research, Team Leadership, Manage Client..., Fundamental Analysis, Bloomberg, Equity Research, Trading, Institutional..., Long/Short Equity, Financial Modeling, Capital Markets, Valuation, Presentation Skills, Investments, Equities, Client Relations
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona
International Finance
James Bank James Bank's Sidoti & Company, LLC Experience April 2005 - July 2010
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Cobb Hill Capital January 2013 - December 2013
Citigroup July 2010 - July 2012
Sidoti & Company, LLC April 2005 - July 2010
New Line Cinema LLC November 2001 - April 2005
Skills
Equities, Hedge Funds, Bloomberg, Financial Modeling, Valuation, Equity Research, Series 7, Investments, Portfolio Management, Securities, Series 63, Asset Management, Strategy, Investment Management, Mergers, Trading
Education
Fordham University 2001 — 2004
MBA, Finance, General
Penn State University 1990 — 1994
BA, Communications
UBS Wealth Management March 2014 - Present
Cobb Hill Capital January 2013 - December 2013
Citigroup July 2010 - July 2012
Sidoti & Company, LLC April 2005 - July 2010
New Line Cinema LLC November 2001 - April 2005
Skills
Equities, Hedge Funds, Bloomberg, Financial Modeling, Valuation, Equity Research, Series 7, Investments, Portfolio Management, Securities, Series 63, Asset Management, Strategy, Investment Management, Mergers, Trading
Education
Fordham University 2001 — 2004
MBA, Finance, General
Penn State University 1990 — 1994
BA, Communications
James Cakmak, CFA James Cakmak, CFA's Sidoti & Company, LLC Experience October 2007 - January 2012
Job Internet Equity Research Analyst
Industry Financial Services
Experience
Monness, Crespi, Hardt & Co., Inc. September 2014 - Present
Telsey Advisory Group January 2012 - September 2014
Sidoti & Company, LLC October 2007 - January 2012
Zurich Financial Services July 2003 - October 2007
Skills
Equity Research, Alternative Investments, Financial Modeling, Economics, Fundraising, Business Development, Investment Banking, Investment Selection, Valuation, Equities, Capital Markets, Investments, Trading, Securities, Equity Valuation
Education
The Johns Hopkins University
BA, Economics, German
Monness, Crespi, Hardt & Co., Inc. September 2014 - Present
Telsey Advisory Group January 2012 - September 2014
Sidoti & Company, LLC October 2007 - January 2012
Zurich Financial Services July 2003 - October 2007
Skills
Equity Research, Alternative Investments, Financial Modeling, Economics, Fundraising, Business Development, Investment Banking, Investment Selection, Valuation, Equities, Capital Markets, Investments, Trading, Securities, Equity Valuation
Education
The Johns Hopkins University
BA, Economics, German
Ben Mathias Ben Mathias's Sidoti & Company, LLC Experience October 2009 - December 2012
Job Associate, Portfolio Modeling and Analytics at Cornerstone Real Estate Advisers
Industry Commercial Real Estate
Experience
Cornerstone Real Estate Advisers June 2014 - Present
Hudson Realty Capital December 2013 - April 2014
AmCap Incorporated June 2013 - August 2013
Sidoti & Company, LLC October 2009 - December 2012
MF Global September 2008 - September 2009
Eberhart Brothers Inc. July 2005 - July 2009
Goldenberg Hehmeyer Trading Co Ltd May 2002 - May 2008
Skills
Equities, Investments, Valuation, Portfolio Management, Equity Research, Trading, Asset Management
Education
The University of Connecticut 1997 — 2001
Bachelor’s Degree, Economics
University of Maastricht 2000 — 2001
Study Abroad Program, International Business
New York University 2013 — 2014
Master’s Degree, Real Estate Finance and Investment, 3.52
Cornerstone Real Estate Advisers June 2014 - Present
Hudson Realty Capital December 2013 - April 2014
AmCap Incorporated June 2013 - August 2013
Sidoti & Company, LLC October 2009 - December 2012
MF Global September 2008 - September 2009
Eberhart Brothers Inc. July 2005 - July 2009
Goldenberg Hehmeyer Trading Co Ltd May 2002 - May 2008
Skills
Equities, Investments, Valuation, Portfolio Management, Equity Research, Trading, Asset Management
Education
The University of Connecticut 1997 — 2001
Bachelor’s Degree, Economics
University of Maastricht 2000 — 2001
Study Abroad Program, International Business
New York University 2013 — 2014
Master’s Degree, Real Estate Finance and Investment, 3.52
Dustin Cronk's Sidoti & Company, LLC Experience 2010 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Sidoti & Company, LLC 2010 - Present
ING Financial Partners 2009 - 2010
Education
State University of New York at Albany
BA, U.S. History
Sidoti & Company, LLC 2010 - Present
ING Financial Partners 2009 - 2010
Education
State University of New York at Albany
BA, U.S. History
Andrew Greenebaum's Sidoti & Company, LLC Experience July 2013 - May 2014
Job Institutional Equity Sales at Ascendiant Capital Markets, LLC
Industry Financial Services
Experience
Ascendiant Capital Markets, LLC August 2014 - Present
Sidoti & Company, LLC July 2013 - May 2014
Maihar Capital Strategies, LLC June 2012 - January 2013
BaseCamp Adventure Outfitters February 2005 - January 2013
Skills
Microsoft Excel 2007..., Bloomberg Essentials..., Microsoft Access 2007..., Financial Analysis, Equity Research, Microsoft Excel, Financial Modeling, Bloomberg, Bloomberg Terminal, Microsoft Office, Equities
Education
Tulane University 2008 — 2012
Bachelor of Science in Management, Finance
Bernards High School 2004 — 2008
Ascendiant Capital Markets, LLC August 2014 - Present
Sidoti & Company, LLC July 2013 - May 2014
Maihar Capital Strategies, LLC June 2012 - January 2013
BaseCamp Adventure Outfitters February 2005 - January 2013
Skills
Microsoft Excel 2007..., Bloomberg Essentials..., Microsoft Access 2007..., Financial Analysis, Equity Research, Microsoft Excel, Financial Modeling, Bloomberg, Bloomberg Terminal, Microsoft Office, Equities
Education
Tulane University 2008 — 2012
Bachelor of Science in Management, Finance
Bernards High School 2004 — 2008
Richard Treacy Richard Treacy's Sidoti & Company, LLC Experience July 2007 - July 2009
Job Talent Acquisition Recruiter at Pfizer
Industry Staffing and Recruiting
Experience
Pfizer February 2014 - Present
Robert Walters April 2010 - January 2014
Sidoti & Company, LLC July 2007 - July 2009
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Recruiting, Fixed Income, Credit Risk, Market Risk, Financial Risk, Valuation, Insurance, Risk Management, Corporate Finance, Emerging Markets, Trading
Education
Villanova University 2003 — 2007
The University of Queensland 2006 — 2006
Chaminade High School 1999 — 2003
Pfizer February 2014 - Present
Robert Walters April 2010 - January 2014
Sidoti & Company, LLC July 2007 - July 2009
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Recruiting, Fixed Income, Credit Risk, Market Risk, Financial Risk, Valuation, Insurance, Risk Management, Corporate Finance, Emerging Markets, Trading
Education
Villanova University 2003 — 2007
The University of Queensland 2006 — 2006
Chaminade High School 1999 — 2003
Vignesh Murali's Sidoti & Company, LLC Experience January 2014 - July 2015
Job
Industry Investment Management
Experience
Sterne Agee CRT July 2015 - Present
Sidoti & Company, LLC January 2014 - July 2015
dealReporter August 2011 - January 2014
North Capital, Inc. January 2011 - July 2011
Ripple Response August 2008 - June 2009
Skills
Equities, Financial Statement..., Financial Modeling, Valuation, Mergers & Acquisitions, Portfolio Management, Investments, Analysis, Entrepreneurship, Equity Research, Corporate Finance, Financial Analysis, Finance, Bloomberg, Asset Management, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's Degree, Finance
University of Arizona 2006 — 2009
Bachelor of Science, Business Administration; Finance and Entrepreneurship
Sterne Agee CRT July 2015 - Present
Sidoti & Company, LLC January 2014 - July 2015
dealReporter August 2011 - January 2014
North Capital, Inc. January 2011 - July 2011
Ripple Response August 2008 - June 2009
Skills
Equities, Financial Statement..., Financial Modeling, Valuation, Mergers & Acquisitions, Portfolio Management, Investments, Analysis, Entrepreneurship, Equity Research, Corporate Finance, Financial Analysis, Finance, Bloomberg, Asset Management, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's Degree, Finance
University of Arizona 2006 — 2009
Bachelor of Science, Business Administration; Finance and Entrepreneurship
Anthony Lebiedzinski Anthony Lebiedzinski's Sidoti & Company, LLC Experience June 2001 - Present
Job Equity Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC June 2001 - Present
Netfolio, Inc. November 2000 - April 2001
U.S. Securities and Exchange Commission September 1998 - November 2000
Skills
Equity Research, Financial Modeling, Industry Analysis, Investments, Valuation, Competitive Analysis, Series 63, Bloomberg, Mergers & Acquisitions, Financial Analysis, Due Diligence, Securities, Equities, Capital Markets, Portfolio Management, Series 7, Alternative Investments, Equity Valuation, Asset Management, Fixed Income
Education
Manhattan College 1993 — 1998
Bachelor's Degree, Economics and Global Business Studies
Sidoti & Company, LLC June 2001 - Present
Netfolio, Inc. November 2000 - April 2001
U.S. Securities and Exchange Commission September 1998 - November 2000
Skills
Equity Research, Financial Modeling, Industry Analysis, Investments, Valuation, Competitive Analysis, Series 63, Bloomberg, Mergers & Acquisitions, Financial Analysis, Due Diligence, Securities, Equities, Capital Markets, Portfolio Management, Series 7, Alternative Investments, Equity Valuation, Asset Management, Fixed Income
Education
Manhattan College 1993 — 1998
Bachelor's Degree, Economics and Global Business Studies
Brad Hoover Brad Hoover's Sidoti & Company, LLC Experience December 2008 - June 2012
Job Level 2 CrossFit Trainer at CrossFit East River
Industry Health, Wellness and Fitness
Experience
CrossFit East River December 2013 - Present
Sidoti & Company, LLC December 2008 - June 2012
Sidoti & Company, LLC March 2008 - November 2008
Optima Fund Management June 2007 - February 2008
LaBranche & Co. June 2006 - August 2006
Skills
Leadership, CrossFit, Coaching, Functional Movement, Olympic Lifting, Training, Fitness, Strength Training, Analysis, Equity Research, Investments, Portfolio Management, Risk Management
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
St. George's School 2000 — 2003
CrossFit East River December 2013 - Present
Sidoti & Company, LLC December 2008 - June 2012
Sidoti & Company, LLC March 2008 - November 2008
Optima Fund Management June 2007 - February 2008
LaBranche & Co. June 2006 - August 2006
Skills
Leadership, CrossFit, Coaching, Functional Movement, Olympic Lifting, Training, Fitness, Strength Training, Analysis, Equity Research, Investments, Portfolio Management, Risk Management
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
St. George's School 2000 — 2003
Christopher Testa's Sidoti & Company, LLC Experience November 2013 - September 2014
Job Equity Research Analyst at National Securities Corporation
Industry Investment Management
Experience
National Securities Corporation September 2014 - Present
Sidoti & Company, LLC November 2013 - September 2014
Boston Provident L.P. May 2012 - October 2013
Skills
Financial Analysis, Equity Research, Equity Valuation, Financial Modeling, Financial Services, Bloomberg, DCF Valuation, Investment Valuation, Bank Valuation, Equity REIT valuation, Mortgage Servicer..., mREIT valuation, SNL, Microsoft Excel, Economics, Financial Economics, Writing
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance (Investment Management), 3.48 / 4.0
Pace University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.98 / 4.0
National Securities Corporation September 2014 - Present
Sidoti & Company, LLC November 2013 - September 2014
Boston Provident L.P. May 2012 - October 2013
Skills
Financial Analysis, Equity Research, Equity Valuation, Financial Modeling, Financial Services, Bloomberg, DCF Valuation, Investment Valuation, Bank Valuation, Equity REIT valuation, Mortgage Servicer..., mREIT valuation, SNL, Microsoft Excel, Economics, Financial Economics, Writing
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.), Finance (Investment Management), 3.48 / 4.0
Pace University 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.98 / 4.0
Christopher Hurley Christopher Hurley's Sidoti & Company, LLC Experience October 2011 - December 2011
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2012 - Present
Sidoti & Company, LLC October 2011 - December 2011
SunGard Financial Systems June 2010 - August 2010
Skills
Finance, Financial Reporting, Microsoft Excel, PowerPoint, New Business Development, Market Research, Access, Series 7, Social Media, Analysis, Microsoft Word, Strategic Planning, Research, Microsoft Office, Mutual Funds, Financial Analysis, Investments, Management, Marketing, Sales
Education
Saint Michael's College 2007 — 2011
Bachelor of Science, Business Administration, Finance, and Management
Boston College High School 2004 — 2007
High School Diploma
MFS Investment Management March 2012 - Present
Sidoti & Company, LLC October 2011 - December 2011
SunGard Financial Systems June 2010 - August 2010
Skills
Finance, Financial Reporting, Microsoft Excel, PowerPoint, New Business Development, Market Research, Access, Series 7, Social Media, Analysis, Microsoft Word, Strategic Planning, Research, Microsoft Office, Mutual Funds, Financial Analysis, Investments, Management, Marketing, Sales
Education
Saint Michael's College 2007 — 2011
Bachelor of Science, Business Administration, Finance, and Management
Boston College High School 2004 — 2007
High School Diploma
Brendan Lynch, CFA Brendan Lynch, CFA's Sidoti & Company, LLC Experience August 2012 - April 2015
Job Analyst at Manatuck Hill Partners
Industry Financial Services
Experience
Manatuck Hill Partners May 2015 - Present
Sidoti & Company, LLC August 2012 - April 2015
US Peace Corps January 2012 - June 2012
Dahlman Rose & Co. March 2011 - August 2011
Merrill Lynch December 2007 - February 2011
Peace Corps August 2004 - September 2006
Skills
Equity Sales, Equity Analysis, Trading, Series 7, Equities, Capital Markets, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Finance, Bloomberg, Commodity, Equity Research, Series 63, Investments, Securities, Hedge Funds
Education
Loyola College in Maryland 1999 — 2003
BA, Political Science
Glastonbury High School
Manatuck Hill Partners May 2015 - Present
Sidoti & Company, LLC August 2012 - April 2015
US Peace Corps January 2012 - June 2012
Dahlman Rose & Co. March 2011 - August 2011
Merrill Lynch December 2007 - February 2011
Peace Corps August 2004 - September 2006
Skills
Equity Sales, Equity Analysis, Trading, Series 7, Equities, Capital Markets, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Finance, Bloomberg, Commodity, Equity Research, Series 63, Investments, Securities, Hedge Funds
Education
Loyola College in Maryland 1999 — 2003
BA, Political Science
Glastonbury High School
David Shifrin David Shifrin's Sidoti & Company, LLC Experience January 2012 - October 2013
Job Alternative Investments Valuation Group at PwC
Industry Capital Markets
Experience
PwC January 2015 - Present
HR&A January 2014 - December 2014
Becker Professional Education May 2014 - November 2014
Sidoti & Company, LLC January 2012 - October 2013
Brigantine Advisors October 2010 - January 2012
Fagenson & Co June 2010 - October 2010
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2006 - August 2006
Courtroom Television Network LLC November 2003 - April 2004
Skills
Series 7, Series 63
Education
City University of New York-Baruch College 2014 — 2014
Master's Degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance and Accounting
PwC January 2015 - Present
HR&A January 2014 - December 2014
Becker Professional Education May 2014 - November 2014
Sidoti & Company, LLC January 2012 - October 2013
Brigantine Advisors October 2010 - January 2012
Fagenson & Co June 2010 - October 2010
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2006 - August 2006
Courtroom Television Network LLC November 2003 - April 2004
Skills
Series 7, Series 63
Education
City University of New York-Baruch College 2014 — 2014
Master's Degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance and Accounting
Kieran Sullivan Kieran Sullivan's Sidoti & Company, LLC Experience June 2013 - August 2013
Job Audit Junior at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. October 2014 - Present
LeverPoint Management, LLC January 2014 - May 2014
Sidoti & Company, LLC June 2013 - August 2013
Hoops Care International August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Communication Skills, Teamwork, Customer Service
Education
Siena College 2013 — 2014
MS, Accounting
Siena College 2009 — 2013
BS, Accounting
University of Cape Coast
Grassi & Co. October 2014 - Present
LeverPoint Management, LLC January 2014 - May 2014
Sidoti & Company, LLC June 2013 - August 2013
Hoops Care International August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Communication Skills, Teamwork, Customer Service
Education
Siena College 2013 — 2014
MS, Accounting
Siena College 2009 — 2013
BS, Accounting
University of Cape Coast
Brendan O'Bryan Brendan O'Bryan's Sidoti & Company, LLC Experience June 2010 - August 2010
Job Internal Auditor at CACI International Inc
Industry Accounting
Experience
CACI International Inc September 2013 - Present
Walter Johnson Crew Club Inc. September 2011 - May 2013
Legal & General America June 2012 - January 2013
Sidoti & Company, LLC June 2010 - August 2010
Bald Head Island Limited June 2004 - August 2009
Skills
Marketing Communications, Social Networking, Budgets, Public Relations, Blogging, Event Management, Social Media Marketing, Time Management, Editing, Tutoring, Strategic Planning, Social Media, Accounting, Marketing Strategy, QuickBooks, Sports, Financial Reporting, Event Planning, Microsoft Publisher, Teamwork, Advertising, Microsoft Word, Outlook, PowerPoint, Leadership, Microsoft Office, Auditing, Data Analysis, Data Entry, Customer Service, Research, Inventory Management, Coaching
Education
Marist College 2007 — 2011
BS, Accounting
Walt Whitman High School 2003 — 2007
CACI International Inc September 2013 - Present
Walter Johnson Crew Club Inc. September 2011 - May 2013
Legal & General America June 2012 - January 2013
Sidoti & Company, LLC June 2010 - August 2010
Bald Head Island Limited June 2004 - August 2009
Skills
Marketing Communications, Social Networking, Budgets, Public Relations, Blogging, Event Management, Social Media Marketing, Time Management, Editing, Tutoring, Strategic Planning, Social Media, Accounting, Marketing Strategy, QuickBooks, Sports, Financial Reporting, Event Planning, Microsoft Publisher, Teamwork, Advertising, Microsoft Word, Outlook, PowerPoint, Leadership, Microsoft Office, Auditing, Data Analysis, Data Entry, Customer Service, Research, Inventory Management, Coaching
Education
Marist College 2007 — 2011
BS, Accounting
Walt Whitman High School 2003 — 2007
J. Lynn Orenstein J. Lynn Orenstein's Sidoti & Company, LLC Experience June 2001 - July 2015
Job Head of Corporate Access at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC July 2015 - Present
Sidoti & Company, LLC June 2001 - July 2015
Josephthal & Co, 1997 - 2001
Salomon Brothers January 1997 - June 1997
NatWest Markets 1992 - 1997
Alex.Brown & Sons 1987 - 1992
Smith Barney 1985 - 1987
Skills
Series 63, Equity Capital Markets, Investments, Securities, Financial Modeling, Equities, Financial Analysis, Investment Banking, Series 7, Capital Markets, Mutual Funds, Equity Research, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Options, Fixed Income, Investor Relations, Valuation, Trading, Financial Markets, Financial Services
Education
Molloy College 1980 — 1984
BS, Economics/Philosophy
Sacred Heart Academy 1976 — 1980
Drexel Hamilton, LLC July 2015 - Present
Sidoti & Company, LLC June 2001 - July 2015
Josephthal & Co, 1997 - 2001
Salomon Brothers January 1997 - June 1997
NatWest Markets 1992 - 1997
Alex.Brown & Sons 1987 - 1992
Smith Barney 1985 - 1987
Skills
Series 63, Equity Capital Markets, Investments, Securities, Financial Modeling, Equities, Financial Analysis, Investment Banking, Series 7, Capital Markets, Mutual Funds, Equity Research, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Options, Fixed Income, Investor Relations, Valuation, Trading, Financial Markets, Financial Services
Education
Molloy College 1980 — 1984
BS, Economics/Philosophy
Sacred Heart Academy 1976 — 1980
Zach Canter Zach Canter's Sidoti & Company, LLC Experience October 2009 - July 2011
Job Investment Banking Associate Technology Group at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank June 2013 - August 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
Deutsche Bank June 2012 - August 2012
Sidoti & Company, LLC October 2009 - July 2011
First New York Securities July 2007 - July 2009
Skills
Investment Banking, Quantitative Finance, Valuation, Hedge Funds, Equities, Emerging Markets, Bloomberg, Fixed Income, Financial Modeling, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan University 2004 — 2007
Bachelor of Arts, Government; Comparative Politics
Colgate University 2003 — 2004
Buckingham Browne & Nichols School 2001 — 2003
Deutsche Bank August 2014 - Present
Deutsche Bank June 2013 - August 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
Deutsche Bank June 2012 - August 2012
Sidoti & Company, LLC October 2009 - July 2011
First New York Securities July 2007 - July 2009
Skills
Investment Banking, Quantitative Finance, Valuation, Hedge Funds, Equities, Emerging Markets, Bloomberg, Fixed Income, Financial Modeling, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan University 2004 — 2007
Bachelor of Arts, Government; Comparative Politics
Colgate University 2003 — 2004
Buckingham Browne & Nichols School 2001 — 2003
Charles Murphy, CFA Charles Murphy, CFA's Sidoti & Company, LLC Experience June 2005 - November 2011
Job Portfolio Manager at Liberty Park Capital Management
Industry Financial Services
Experience
Liberty Park Capital Management November 2011 - Present
Sidoti & Company, LLC June 2005 - November 2011
Morgan Stanley August 2004 - June 2005
Education
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
Liberty Park Capital Management November 2011 - Present
Sidoti & Company, LLC June 2005 - November 2011
Morgan Stanley August 2004 - June 2005
Education
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
David Raymond Flickinger David Raymond Flickinger's Sidoti & Company, LLC Experience June 2009 - July 2009
Job Associate at Pillsbury Winthrop Shaw Pittman LLP
Industry Law Practice
Experience
Pillsbury Winthrop Shaw Pittman LLP October 2013 - Present
Pillsbury Winthrop Shaw Pittman LLP May 2012 - July 2012
Lagardere Unlimited June 2011 - July 2011
Strategic Resource Group January 2008 - December 2010
Sidoti & Company, LLC June 2009 - July 2009
Ricart Automotive June 2007 - July 2007
Skills
Legal Research, Research, Management, Microsoft Office, Legal Writing, Corporate Law, Intellectual Property
Education
Georgetown University Law Center 2010 — 2013
JD, Law
Cornell University 2006 — 2010
BS, Business & Applied Economics and Management
Pillsbury Winthrop Shaw Pittman LLP October 2013 - Present
Pillsbury Winthrop Shaw Pittman LLP May 2012 - July 2012
Lagardere Unlimited June 2011 - July 2011
Strategic Resource Group January 2008 - December 2010
Sidoti & Company, LLC June 2009 - July 2009
Ricart Automotive June 2007 - July 2007
Skills
Legal Research, Research, Management, Microsoft Office, Legal Writing, Corporate Law, Intellectual Property
Education
Georgetown University Law Center 2010 — 2013
JD, Law
Cornell University 2006 — 2010
BS, Business & Applied Economics and Management
Thomas Davey, MBA Thomas Davey, MBA's Sidoti & Company, LLC Experience October 2008 - December 2009
Job Asset Management & Underwriting at Siemens
Industry Financial Services
Experience
Siemens December 2014 - Present
CIT May 2013 - December 2014
CIT Group, Inc. June 2011 - May 2013
Schonfeld Securities July 2006 - June 2011
Sidoti & Company, LLC October 2008 - December 2009
Skills
Credit Analysis, Linear Programming, Options, Financial Modeling, Microsoft Excel, Optimization, Portfolio Optimization, Trading, Equity Derivatives, Credit Risk, Credit, Fundamental Analysis, Technical Analysis, ETFs, Trade Finance, Financial Markets, Factoring, Asset Based Lending, Asset Based Finance, Collateral Management, Loan Modifications, TDR, Equities, Investments, OFAC, KYC, AML, Due Diligence, Risk Management, Portfolio Management
Education
Cornell University 2002 — 2005
Bachelor of Science, Industrial and Labor Relations
Baruch College 2011 — 2014
MBA, Finance
New York University 2012 — 2012
School of Continuing and Professional Studies, Credit
Holy Trinity High School 1997 — 2001
Siemens December 2014 - Present
CIT May 2013 - December 2014
CIT Group, Inc. June 2011 - May 2013
Schonfeld Securities July 2006 - June 2011
Sidoti & Company, LLC October 2008 - December 2009
Skills
Credit Analysis, Linear Programming, Options, Financial Modeling, Microsoft Excel, Optimization, Portfolio Optimization, Trading, Equity Derivatives, Credit Risk, Credit, Fundamental Analysis, Technical Analysis, ETFs, Trade Finance, Financial Markets, Factoring, Asset Based Lending, Asset Based Finance, Collateral Management, Loan Modifications, TDR, Equities, Investments, OFAC, KYC, AML, Due Diligence, Risk Management, Portfolio Management
Education
Cornell University 2002 — 2005
Bachelor of Science, Industrial and Labor Relations
Baruch College 2011 — 2014
MBA, Finance
New York University 2012 — 2012
School of Continuing and Professional Studies, Credit
Holy Trinity High School 1997 — 2001
Glenn Williams Jr Glenn Williams Jr's Sidoti & Company, LLC Experience April 2012 - December 2013
Job Equity Research Analyst Energy at National Securities
Industry Investment Banking
Experience
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
Tom VanBuskirk, CFA Tom VanBuskirk, CFA's Sidoti & Company, LLC Experience March 2012 - May 2014
Job Capital Markets Analyst at National Association of Insurance Commissioners (NAIC)
Industry Capital Markets
Experience
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
William Roth William Roth's Sidoti & Company, LLC Experience June 2012 - August 2012
Job Assistant Account Executive at Arc Worldwide
Industry
Experience
Arc Worldwide July 2014 - August 2015
H2Bro Delivery September 2010 - May 2014
Leo Burnett July 2013 - August 2013
Sidoti & Company, LLC June 2012 - August 2012
Vector Marketing June 2010 - August 2010
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration, Major in Marketing (Major GPA: 3.26)
Deerfield Academy 2006 — 2010
Arc Worldwide July 2014 - August 2015
H2Bro Delivery September 2010 - May 2014
Leo Burnett July 2013 - August 2013
Sidoti & Company, LLC June 2012 - August 2012
Vector Marketing June 2010 - August 2010
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration, Major in Marketing (Major GPA: 3.26)
Deerfield Academy 2006 — 2010
Nathan Weinstein, CFA's Sidoti & Company, LLC Experience February 2011 - February 2014
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates February 2014 - Present
Sidoti & Company, LLC February 2011 - February 2014
NGN Capital November 2009 - April 2010
Secure Path Networks May 2009 - August 2009
Skills
Financial Modeling, Teamwork, Equities, Microsoft Excel, Financial Research, Client Services, Onboarding, Equity analysis, Stock Picking, Equity Research
Education
State University of New York at Binghamton 2005 — 2010
BA, English and Economics
The Gunnery 2002 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
PMHS 2000 — 2002
HS Diploma, General Studies
CL King & Associates February 2014 - Present
Sidoti & Company, LLC February 2011 - February 2014
NGN Capital November 2009 - April 2010
Secure Path Networks May 2009 - August 2009
Skills
Financial Modeling, Teamwork, Equities, Microsoft Excel, Financial Research, Client Services, Onboarding, Equity analysis, Stock Picking, Equity Research
Education
State University of New York at Binghamton 2005 — 2010
BA, English and Economics
The Gunnery 2002 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
PMHS 2000 — 2002
HS Diploma, General Studies
Barbara Cohen's Sidoti & Company, LLC Experience January 2009 - May 2013
Job Managing Director and Head of Institutional Sales at Summit Research Partners LLC
Industry Financial Services
Experience
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Gerard Cala Gerard Cala's Sidoti & Company, LLC Experience June 2013 - June 2014
Job Portfolio Trader
Industry Financial Services
Experience
Hapoalim Securities USA (Asset Management Group) June 2014 - Present
Sidoti & Company, LLC June 2013 - June 2014
Liquid Partners April 2011 - June 2013
DiFiglia Capital Management February 2008 - April 2011
Cantor Fitzgerald June 2005 - February 2008
Pershing LLC February 2000 - June 2005
Skills
Series 7, Trading Strategies, International Equities, Bloomberg, Fidessa, RediPlus, Reuters, ThomsonOne, Unix, Dark Pools, Options Strategies, Algorithms, Trade Operations, Equities, Derivatives, Trading, Investment Banking, ETFs, REIT, Securities, Fixed Income, Hedge Funds, Series 66, Prime Brokerage, Options, Asset Management, Mutual Funds, Trading Systems, Equity Trading, Series 63, Financial Risk
Education
University of Delaware 1995 — 1999
Bachelor of Science, Economics
Hapoalim Securities USA (Asset Management Group) June 2014 - Present
Sidoti & Company, LLC June 2013 - June 2014
Liquid Partners April 2011 - June 2013
DiFiglia Capital Management February 2008 - April 2011
Cantor Fitzgerald June 2005 - February 2008
Pershing LLC February 2000 - June 2005
Skills
Series 7, Trading Strategies, International Equities, Bloomberg, Fidessa, RediPlus, Reuters, ThomsonOne, Unix, Dark Pools, Options Strategies, Algorithms, Trade Operations, Equities, Derivatives, Trading, Investment Banking, ETFs, REIT, Securities, Fixed Income, Hedge Funds, Series 66, Prime Brokerage, Options, Asset Management, Mutual Funds, Trading Systems, Equity Trading, Series 63, Financial Risk
Education
University of Delaware 1995 — 1999
Bachelor of Science, Economics
Liz Cunningham Liz Cunningham's Sidoti & Company, LLC Experience June 2008 - August 2008
Job Marketing Brand Manager at AMN Healthcare
Industry Hospital & Health Care
Experience
AMN Healthcare June 2014 - Present
AMN Healthcare April 2013 - June 2014
The Leukemia & Lymphoma Society March 2011 - May 2013
UC Berkeley May 2009 - January 2011
The Sage Mentorship Project September 2008 - January 2011
The Daily Californian August 2008 - December 2010
Sidoti & Company, LLC June 2008 - August 2008
Skills
Social Media, Adobe Creative Suite, Marketing Communications, Event Management, Microsoft Office, Web Design, HTML emails, Event Planning, Marketing Event Planning, Marketing Strategy, Marketing, Advertising, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Fundraising, Digital Marketing, Facebook, Market Research, Public Relations, Social Media Marketing, Blogging, Management, Social Networking, Nonprofits, Research, Strategy, Digital Media, Public Speaking, Analysis, Email Marketing, Community Outreach, Recruiting, Spanish
Education
San Diego State University-California State University 2012 — 2014
MBA, Business Administration
University of California, Berkeley 2007 — 2010
B.A., Sociology
AMN Healthcare June 2014 - Present
AMN Healthcare April 2013 - June 2014
The Leukemia & Lymphoma Society March 2011 - May 2013
UC Berkeley May 2009 - January 2011
The Sage Mentorship Project September 2008 - January 2011
The Daily Californian August 2008 - December 2010
Sidoti & Company, LLC June 2008 - August 2008
Skills
Social Media, Adobe Creative Suite, Marketing Communications, Event Management, Microsoft Office, Web Design, HTML emails, Event Planning, Marketing Event Planning, Marketing Strategy, Marketing, Advertising, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Fundraising, Digital Marketing, Facebook, Market Research, Public Relations, Social Media Marketing, Blogging, Management, Social Networking, Nonprofits, Research, Strategy, Digital Media, Public Speaking, Analysis, Email Marketing, Community Outreach, Recruiting, Spanish
Education
San Diego State University-California State University 2012 — 2014
MBA, Business Administration
University of California, Berkeley 2007 — 2010
B.A., Sociology
Daniel Gajewski's Sidoti & Company, LLC Experience August 2011 - May 2014
Job Institutional Equity Sales at Piper Jaffray & Co.
Industry Financial Services
Experience
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Travis Peterson's Sidoti & Company, LLC Experience January 2011 - July 2012
Job Founder & president www.storyshelf.com
Industry Computer Software
Experience
StoryShelf.com December 2012 - Present
UC Irvine The Paul Merage School of Business October 2012 - June 2014
Sidoti & Company, LLC January 2011 - July 2012
Thomas Weisel Partners October 2007 - July 2010
CIBC Oppenheimer April 2006 - July 2006
Skills
Investment Banking, Equity Research, Bloomberg, Strategy, Equities, Hedge Funds, Investments, Financial Analysis, Series 7, Capital Markets, Securities, Equity Valuation, Series 63, Trading, Fixed Income, Marketing Strategy, Marketing Communications, Product Design, Competitive Analysis
Education
UC Irvine 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2005 — 2007
Bachelor of Science, Finance
StoryShelf.com December 2012 - Present
UC Irvine The Paul Merage School of Business October 2012 - June 2014
Sidoti & Company, LLC January 2011 - July 2012
Thomas Weisel Partners October 2007 - July 2010
CIBC Oppenheimer April 2006 - July 2006
Skills
Investment Banking, Equity Research, Bloomberg, Strategy, Equities, Hedge Funds, Investments, Financial Analysis, Series 7, Capital Markets, Securities, Equity Valuation, Series 63, Trading, Fixed Income, Marketing Strategy, Marketing Communications, Product Design, Competitive Analysis
Education
UC Irvine 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2005 — 2007
Bachelor of Science, Finance
Billy Mauro's Sidoti & Company, LLC Experience October 2011 - September 2012
Job VP Commerce at House of Nutrition
Industry Computer Software
Experience
House of Nutrition July 2015 - Present
Two Tap July 2014 - June 2015
Cortexica Vision Systems February 2014 - July 2014
Shopsy January 2013 - July 2014
AngelHack May 2012 - June 2014
Sidoti & Company, LLC October 2011 - September 2012
Provident Bank New York March 2010 - October 2011
MYD Market January 2011 - September 2011
Skills
Start-ups, Product Management, Management, Business Development, E-commerce
Education
Manhattan College 2008 — 2012
Bachelor, Computer Information Systems/Management
Bergen Catholic High School 2004 — 2007
House of Nutrition July 2015 - Present
Two Tap July 2014 - June 2015
Cortexica Vision Systems February 2014 - July 2014
Shopsy January 2013 - July 2014
AngelHack May 2012 - June 2014
Sidoti & Company, LLC October 2011 - September 2012
Provident Bank New York March 2010 - October 2011
MYD Market January 2011 - September 2011
Skills
Start-ups, Product Management, Management, Business Development, E-commerce
Education
Manhattan College 2008 — 2012
Bachelor, Computer Information Systems/Management
Bergen Catholic High School 2004 — 2007
John Zolidis John Zolidis's Sidoti & Company, LLC Experience 1999 - 2001
Job Equity Analyst, Consumer Sector
Industry Capital Markets
Experience
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
James M. Gentile's Sidoti & Company, LLC Experience September 2001 - January 2006
Job Founder, Director of Research, Greenhouse Funds LP
Industry Financial Services
Experience
Greenhouse Funds LP May 2013 - Present
Newland Capital Management, LLC May 2007 - May 2013
BB&T Capital Markets January 2006 - May 2007
Sidoti & Company, LLC September 2001 - January 2006
T. Rowe Price June 2000 - September 2001
Goldman Sachs May 1999 - August 1999
Skills
Equities, Investments, Equity Research, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Series 7
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Finance/Philosophy
Greenhouse Funds LP May 2013 - Present
Newland Capital Management, LLC May 2007 - May 2013
BB&T Capital Markets January 2006 - May 2007
Sidoti & Company, LLC September 2001 - January 2006
T. Rowe Price June 2000 - September 2001
Goldman Sachs May 1999 - August 1999
Skills
Equities, Investments, Equity Research, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Series 7
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Finance/Philosophy
Robert M. Skloff, CFA, RIA Robert M. Skloff, CFA, RIA's Sidoti & Company, LLC Experience November 2001 - June 2006
Job Portfolio Manager; Bringing Wall Street Investing to Main Street America
Industry Investment Management
Experience
Silver Pine Capital, LLC July 2009 - Present
J.L. Kaplan Associates, LLC June 2006 - June 2009
Sidoti & Company, LLC November 2001 - June 2006
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Due Diligence, Bloomberg, Equities, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investment Advisory, Investment Management, Private Equity, Securities, Series 7, Trading, Valuation, Wealth Management
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance, Financial Accounting
The George Washington University 1993 — 1995
MA, International Relations
Franklin & Marshall College 1988 — 1992
BA, Spanish/History
Silver Pine Capital, LLC July 2009 - Present
J.L. Kaplan Associates, LLC June 2006 - June 2009
Sidoti & Company, LLC November 2001 - June 2006
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Due Diligence, Bloomberg, Equities, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investment Advisory, Investment Management, Private Equity, Securities, Series 7, Trading, Valuation, Wealth Management
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance, Financial Accounting
The George Washington University 1993 — 1995
MA, International Relations
Franklin & Marshall College 1988 — 1992
BA, Spanish/History
Jeremy Campbell, CFA Jeremy Campbell, CFA's Sidoti & Company, LLC Experience October 2010 - November 2012
Job Vice President Equity Research at Barclays
Industry Financial Services
Experience
Barclays November 2012 - Present
Sidoti & Company, LLC October 2010 - November 2012
Lord Abbett June 2006 - October 2010
University at Buffalo Center for Relationship Marketing June 2004 - May 2006
Skills
Series 7, Series 66, Series 86, Series 87, Financial Modeling, Report Writing, Equity Valuation, CFA, Investments, Valuation, Equities, Equity Research
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Corporate Finance, & Economics
State University of New York at Buffalo - School of Management 2002 — 2006
B.S., Finance, Marketing
Brighton High School
Barclays November 2012 - Present
Sidoti & Company, LLC October 2010 - November 2012
Lord Abbett June 2006 - October 2010
University at Buffalo Center for Relationship Marketing June 2004 - May 2006
Skills
Series 7, Series 66, Series 86, Series 87, Financial Modeling, Report Writing, Equity Valuation, CFA, Investments, Valuation, Equities, Equity Research
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Corporate Finance, & Economics
State University of New York at Buffalo - School of Management 2002 — 2006
B.S., Finance, Marketing
Brighton High School
Samuel Kenyon's Sidoti & Company, LLC Experience January 2013 - November 2014
Job Institutional Equity Sales at OTR Global
Industry Capital Markets
Experience
Sidoti & Company, LLC January 2013 - November 2014
AXA Advisors November 2011 - August 2012
The Madison Square Garden Company June 2010 - August 2010
Realty Resource Connection January 2010 - March 2010
Chubb Insurance June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Institutional Sales, Excel, Microsoft Word, Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Union College 2007 — 2011
Bachelor of Arts, Managerial Economics
Summit High School 2003 — 2007
Sidoti & Company, LLC January 2013 - November 2014
AXA Advisors November 2011 - August 2012
The Madison Square Garden Company June 2010 - August 2010
Realty Resource Connection January 2010 - March 2010
Chubb Insurance June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Institutional Sales, Excel, Microsoft Word, Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Union College 2007 — 2011
Bachelor of Arts, Managerial Economics
Summit High School 2003 — 2007
Lisa Rudley's Sidoti & Company, LLC Experience July 1999 - February 2000
Job Director
Industry Nonprofit Organization Management
Experience
Tour de Foliage, FD Cycle Tour for the Dysautonomia Foundation August 2002 - Present
ABCs for Smarter Kids March 2013 - June 2014
Ossining SEPTO September 2011 - June 2014
Clark Dodge Asset Management January 2011 - March 2013
NAA NY Metro Chapter Westchester branch January 2007 - June 2012
Vitalize Health and Wellness, Inc August 2008 - November 2010
SECTORBASE.com March 2000 - August 2000
Sidoti & Company, LLC July 1999 - February 2000
Morgan Grenfell September 1996 - July 1999
Morgan Grenfell Capital Management, Inc June 1995 - September 1996
Skills
Investment Management, Non-profits, Research, Healthcare, Leadership, Asset Managment, Investments, Strategic Financial..., Wealth Management, Private Equity, Financial Analysis, Finance, Risk Management, Financial Services, Entrepreneurship, Strategic Planning, Microsoft Excel, Business Development, PowerPoint, Financial Reporting, Equities, Asset Management, Financial Modeling, Portfolio Management, Nonprofits
Education
Fordham University
MBA, Finance/International Business
Stockton University 1984 — 1988
BA, Finance
Tour de Foliage, FD Cycle Tour for the Dysautonomia Foundation August 2002 - Present
ABCs for Smarter Kids March 2013 - June 2014
Ossining SEPTO September 2011 - June 2014
Clark Dodge Asset Management January 2011 - March 2013
NAA NY Metro Chapter Westchester branch January 2007 - June 2012
Vitalize Health and Wellness, Inc August 2008 - November 2010
SECTORBASE.com March 2000 - August 2000
Sidoti & Company, LLC July 1999 - February 2000
Morgan Grenfell September 1996 - July 1999
Morgan Grenfell Capital Management, Inc June 1995 - September 1996
Skills
Investment Management, Non-profits, Research, Healthcare, Leadership, Asset Managment, Investments, Strategic Financial..., Wealth Management, Private Equity, Financial Analysis, Finance, Risk Management, Financial Services, Entrepreneurship, Strategic Planning, Microsoft Excel, Business Development, PowerPoint, Financial Reporting, Equities, Asset Management, Financial Modeling, Portfolio Management, Nonprofits
Education
Fordham University
MBA, Finance/International Business
Stockton University 1984 — 1988
BA, Finance
Nolan Gelman's Sidoti & Company, LLC Experience June 2014 - Present
Job Institutional Equity Sales Associate at Sidoti & Company, LLC
Industry
Experience
Sidoti & Company, LLC June 2014 - Present
Markit January 2014 - February 2014
Broadridge Financial Solutions June 2013 - August 2013
Broadridge June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint
Education
University of Delaware 2011 — 2014
Bryant University 2010 — 2011
Sidoti & Company, LLC June 2014 - Present
Markit January 2014 - February 2014
Broadridge Financial Solutions June 2013 - August 2013
Broadridge June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint
Education
University of Delaware 2011 — 2014
Bryant University 2010 — 2011
Travis Pollard Travis Pollard's Sidoti & Company, LLC Experience January 2011 - June 2013
Job Investment Banking Associate at Societe Generale
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB July 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2013 - July 2015
Sidoti & Company, LLC January 2011 - June 2013
Johnson & Johnson May 2010 - January 2011
Johnson & Johnson - Corporate Headquarters June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Financial Analysis, Investment Banking, Finance, Valuation, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Economics
City University of Hong Kong 2009 — 2009
Syracuse University Study Abroad Program
Societe Generale Corporate and Investment Banking - SGCIB July 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2013 - July 2015
Sidoti & Company, LLC January 2011 - June 2013
Johnson & Johnson May 2010 - January 2011
Johnson & Johnson - Corporate Headquarters June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Financial Analysis, Investment Banking, Finance, Valuation, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Finance, Economics
City University of Hong Kong 2009 — 2009
Syracuse University Study Abroad Program
John Ciglar John Ciglar's Sidoti & Company, LLC Experience 2005 - 2010
Job Division Director at Robert Half International
Industry Financial Services
Experience
Robert Half International - Financial Services 2012 - Present
Odeon Capital Group LLC 2010 - 2012
Sidoti & Company, LLC 2005 - 2010
Skills
Bloomberg, Microsoft Office, Valuation, Financial Modeling, Hedge Funds, Equities, Portfolio Management, Trading, DCF, Mergers, Series 7, Series 63, Mutual Funds, Fixed Income
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (B.S.), Finance
St. Francis Preparatory School 1997 — 2001
Robert Half International - Financial Services 2012 - Present
Odeon Capital Group LLC 2010 - 2012
Sidoti & Company, LLC 2005 - 2010
Skills
Bloomberg, Microsoft Office, Valuation, Financial Modeling, Hedge Funds, Equities, Portfolio Management, Trading, DCF, Mergers, Series 7, Series 63, Mutual Funds, Fixed Income
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (B.S.), Finance
St. Francis Preparatory School 1997 — 2001
Chris Theordor's Sidoti & Company, LLC Experience August 2011 - Present
Job Institutional Equity Sales at Sidoti & Company LLC
Industry Financial Services
Experience
Sidoti & Company, LLC August 2011 - Present
Skills
Series 63, Series 7, Securities, Bloomberg, Investments, Baseball, Sports, Idea Generation, Roadshows, Conference Organization
Education
Fairleigh Dickinson University 2007 — 2011
Bsc, Economics & Finance
Sidoti & Company, LLC August 2011 - Present
Skills
Series 63, Series 7, Securities, Bloomberg, Investments, Baseball, Sports, Idea Generation, Roadshows, Conference Organization
Education
Fairleigh Dickinson University 2007 — 2011
Bsc, Economics & Finance
Chaz Partosan Chaz Partosan's Sidoti & Company, LLC Experience January 2015 - September 2015
Job Institutional Sales Associate
Industry Financial Services
Experience
Sidoti & Company, LLC January 2015 - September 2015
Derby Superior Court January 2013 - May 2013
Jim Himes for Congress November 2012 - January 2013
Sacred Heart University September 2009 - 2013
Skills
PowerPoint, Social Media, Leadership, Criminal Law, Public Speaking, Political Campaigns, Microsoft Office, Microsoft Word, Higher Education, Criminal Justice, Social Networking, Student Development, Political Science, Time Management, Customer Service, Community Outreach, Microsoft Excel
Education
Sacred Heart University 2009 — 2013
Bachelor of Applied Science (BASc), Criminal Justice
Sacred Heart University 2009 — 2013
Master's degree, Criminal Justice
Charlotte School of Law
Sidoti & Company, LLC January 2015 - September 2015
Derby Superior Court January 2013 - May 2013
Jim Himes for Congress November 2012 - January 2013
Sacred Heart University September 2009 - 2013
Skills
PowerPoint, Social Media, Leadership, Criminal Law, Public Speaking, Political Campaigns, Microsoft Office, Microsoft Word, Higher Education, Criminal Justice, Social Networking, Student Development, Political Science, Time Management, Customer Service, Community Outreach, Microsoft Excel
Education
Sacred Heart University 2009 — 2013
Bachelor of Applied Science (BASc), Criminal Justice
Sacred Heart University 2009 — 2013
Master's degree, Criminal Justice
Charlotte School of Law
Gregory Hawxhurst's Sidoti & Company, LLC Experience January 2013 - June 2014
Job Inside Sales Representative at HookLogic, Inc.
Industry Research
Experience
HookLogic, Inc. March 2015 - Present
Sidoti & Company, LLC January 2013 - June 2014
Broadreach Group February 2012 - July 2012
Broadreach Group January 2012 - February 2012
Chaminade High School September 2011 - December 2011
Skills
Microsoft Excel, Data Analysis, Social Media, Microsoft Office, Customer Service, Research, Sales, PowerPoint, Public Speaking, Management, Microsoft Word, Analysis, Sales Prospecting, Bloomberg, Spanish, Software, Excel, Word, Investments, Hedge Funds, Cold Calling, Account Management, Lead Generation, New Business Development, Technology Solutions, Salesforce.com
Education
Columbia University in the City of New York 2007 — 2011
HookLogic, Inc. March 2015 - Present
Sidoti & Company, LLC January 2013 - June 2014
Broadreach Group February 2012 - July 2012
Broadreach Group January 2012 - February 2012
Chaminade High School September 2011 - December 2011
Skills
Microsoft Excel, Data Analysis, Social Media, Microsoft Office, Customer Service, Research, Sales, PowerPoint, Public Speaking, Management, Microsoft Word, Analysis, Sales Prospecting, Bloomberg, Spanish, Software, Excel, Word, Investments, Hedge Funds, Cold Calling, Account Management, Lead Generation, New Business Development, Technology Solutions, Salesforce.com
Education
Columbia University in the City of New York 2007 — 2011
Bradley Damon's Sidoti & Company, LLC Experience August 2004 - May 2011
Job DirectorGartner Invest at Gartner
Industry Financial Services
Experience
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Alice Klein Alice Klein's Sidoti & Company, LLC Experience May 2010 - June 2013
Job Portfolio Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2014 - Present
Sidoti & Company, LLC May 2010 - June 2013
Office of the Comptroller of the Currency May 2008 - May 2009
JPMorgan Chase June 2005 - May 2009
UBS May 2005 - September 2005
Skills
Series 7, Series 63, NYS Notary Public, Equities, Private Equity, Smiling, Bloomberg, Investments, Securities, Hedge Funds
Education
Baruch College 2004 — 2009
Bachelor's Degree, Finance and Investments
State University of New York at Albany 2004 — 2004
Neuberger Berman April 2014 - Present
Sidoti & Company, LLC May 2010 - June 2013
Office of the Comptroller of the Currency May 2008 - May 2009
JPMorgan Chase June 2005 - May 2009
UBS May 2005 - September 2005
Skills
Series 7, Series 63, NYS Notary Public, Equities, Private Equity, Smiling, Bloomberg, Investments, Securities, Hedge Funds
Education
Baruch College 2004 — 2009
Bachelor's Degree, Finance and Investments
State University of New York at Albany 2004 — 2004
Daniel Salogub Daniel Salogub's Sidoti & Company, LLC Experience May 2010 - December 2012
Job Regional Surveillance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Chaminade High School August 2013 - June 2014
KCSA Strategic Communications December 2012 - June 2013
Sidoti & Company, LLC May 2010 - December 2012
Manhattan College August 2007 - May 2011
Bloomberg for Mayor 2009 August 2009 - November 2009
Skills
Marketing, Social Media, Investor Relations, Equities, Public Relations, Leadership, Management, Conference Coordination
Education
Manhattan College 2007 — 2011
B.A., Major: Government Minors: Business And Theology
Chaminade High School 2003 — 2007
Morgan Stanley June 2014 - Present
Chaminade High School August 2013 - June 2014
KCSA Strategic Communications December 2012 - June 2013
Sidoti & Company, LLC May 2010 - December 2012
Manhattan College August 2007 - May 2011
Bloomberg for Mayor 2009 August 2009 - November 2009
Skills
Marketing, Social Media, Investor Relations, Equities, Public Relations, Leadership, Management, Conference Coordination
Education
Manhattan College 2007 — 2011
B.A., Major: Government Minors: Business And Theology
Chaminade High School 2003 — 2007
James Blake's Sidoti & Company, LLC Experience October 2003 - Present
Job Equity Research Sales Trader at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC October 2003 - Present
Gerard Klauer Mattison June 1999 - January 2003
Cullen and Conlin May 1997 - January 1999
Skills
Bloomberg, Equities, Securities, Series 63, Trading, Capital Markets, Investments, Series 24, Mutual Funds, Equity Research, Finance, Hedge Funds, Equity Trading, Series 7
Education
Boston College - Carroll School of Management 1994 — 1997
Bachelor of Science (BS), Finance
Boston College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Sidoti & Company, LLC October 2003 - Present
Gerard Klauer Mattison June 1999 - January 2003
Cullen and Conlin May 1997 - January 1999
Skills
Bloomberg, Equities, Securities, Series 63, Trading, Capital Markets, Investments, Series 24, Mutual Funds, Equity Research, Finance, Hedge Funds, Equity Trading, Series 7
Education
Boston College - Carroll School of Management 1994 — 1997
Bachelor of Science (BS), Finance
Boston College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Christina Brathwaite, CFA's Sidoti & Company, LLC Experience September 2012 - February 2014
Job Equity Research Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
The Buckingham Research Group March 2014 - March 2015
Sidoti & Company, LLC September 2012 - February 2014
HSBC May 2011 - August 2012
HSBC August 2010 - May 2011
Boston University August 2008 - May 2010
Boston University’s School of Management September 2009 - April 2010
Boston University’s School of Management September 2008 - May 2009
PNC Financial Services Group, Inc. June 2008 - August 2008
Boston University’s School of Management September 2007 - May 2008
Skills
Financial Modeling, Analysis, Microsoft Excel, Investments, Budgets, Finance, Management, PowerPoint, Financial Analysis, Marketing, Accounting, Bloomberg, Capital Markets, Equities, Valuation
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, concentrated in Accounting and Finance; minor in Anthropology, 3.76
Our Lady of Victory Academy 2003 — 2006
J.P. Morgan March 2015 - Present
The Buckingham Research Group March 2014 - March 2015
Sidoti & Company, LLC September 2012 - February 2014
HSBC May 2011 - August 2012
HSBC August 2010 - May 2011
Boston University August 2008 - May 2010
Boston University’s School of Management September 2009 - April 2010
Boston University’s School of Management September 2008 - May 2009
PNC Financial Services Group, Inc. June 2008 - August 2008
Boston University’s School of Management September 2007 - May 2008
Skills
Financial Modeling, Analysis, Microsoft Excel, Investments, Budgets, Finance, Management, PowerPoint, Financial Analysis, Marketing, Accounting, Bloomberg, Capital Markets, Equities, Valuation
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, concentrated in Accounting and Finance; minor in Anthropology, 3.76
Our Lady of Victory Academy 2003 — 2006
Frank Vieira Frank Vieira's Sidoti & Company, LLC Experience May 2011 - Present
Job VCP5DV, Computer Engineer
Industry Information Technology and Services
Experience
Sidoti & Company, LLC May 2011 - Present
Graf Repetti & Co September 2010 - January 2011
ZWILLING J.A. HENCKELS 1999 - 2011
Proto-Power Corp July 2007 - December 2007
PEZ Candy, Inc September 2006 - December 2006
Fair Haven Community Health Center December 2002 - December 2005
Skills
Virtualization, VMware, EMC Storage, Mobile Device Management, Citrix, A+ Certified, ASP.NET, C#, C++, Visual Basic, Unix, Social Networking, Windows Server, Linux, Mac OS X, Visual Studio, Matlab, AutoCAD, Microsoft Office, FrontPage, Soldering, Process Improvement, Project Management, Windows 7, Troubleshooting, Networking, Windows, OS X
Education
Northeastern University 2004 — 2011
Bachelor of Science, Computer Engineering, Minor in Mathematics
Wentworth Institute of Technology 2009 — 2009
Computer Science
Sidoti & Company, LLC May 2011 - Present
Graf Repetti & Co September 2010 - January 2011
ZWILLING J.A. HENCKELS 1999 - 2011
Proto-Power Corp July 2007 - December 2007
PEZ Candy, Inc September 2006 - December 2006
Fair Haven Community Health Center December 2002 - December 2005
Skills
Virtualization, VMware, EMC Storage, Mobile Device Management, Citrix, A+ Certified, ASP.NET, C#, C++, Visual Basic, Unix, Social Networking, Windows Server, Linux, Mac OS X, Visual Studio, Matlab, AutoCAD, Microsoft Office, FrontPage, Soldering, Process Improvement, Project Management, Windows 7, Troubleshooting, Networking, Windows, OS X
Education
Northeastern University 2004 — 2011
Bachelor of Science, Computer Engineering, Minor in Mathematics
Wentworth Institute of Technology 2009 — 2009
Computer Science
Douglas Meyer's Sidoti & Company, LLC Experience June 2007 - August 2007
Job Area Sales Director at DataSift
Industry Marketing and Advertising
Experience
DataSift March 2015 - Present
Marin Software January 2015 - March 2015
Marin Software June 2014 - January 2015
Marin Software October 2013 - June 2014
Yahoo January 2012 - October 2013
MediaCom March 2011 - January 2012
MediaCom April 2010 - March 2011
National Grid October 2009 - April 2010
National Grid July 2008 - October 2009
Sidoti & Company, LLC June 2007 - August 2007
Skills
Search Advertising, Mobile Search, Online Advertising, SEM, Optimization, Budgeting, PPC, Analytics, Search, Account Management, Consumer Insights, Budgets, Google Adwords, Integrated Marketing, SEO, Strategy, Advertising, Display Advertising, Business Development, Mobile Devices, Paid Media, Social Media, Sales
Education
Providence College 2004 — 2008
BS, Finance
Islip High
Islip High
DataSift March 2015 - Present
Marin Software January 2015 - March 2015
Marin Software June 2014 - January 2015
Marin Software October 2013 - June 2014
Yahoo January 2012 - October 2013
MediaCom March 2011 - January 2012
MediaCom April 2010 - March 2011
National Grid October 2009 - April 2010
National Grid July 2008 - October 2009
Sidoti & Company, LLC June 2007 - August 2007
Skills
Search Advertising, Mobile Search, Online Advertising, SEM, Optimization, Budgeting, PPC, Analytics, Search, Account Management, Consumer Insights, Budgets, Google Adwords, Integrated Marketing, SEO, Strategy, Advertising, Display Advertising, Business Development, Mobile Devices, Paid Media, Social Media, Sales
Education
Providence College 2004 — 2008
BS, Finance
Islip High
Islip High
Brian Landy, CFA's Sidoti & Company, LLC Experience May 2006 - June 2008
Job Product Specialist & Head of Business Development for Voyant Advisors
Industry Financial Services
Experience
PCS Research Services March 2011 - Present
Northern Trust July 2008 - March 2011
Sidoti & Company, LLC May 2006 - June 2008
Skills
Business Development, Equities, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
PCS Research Services March 2011 - Present
Northern Trust July 2008 - March 2011
Sidoti & Company, LLC May 2006 - June 2008
Skills
Business Development, Equities, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Jeremy Benatar, CFA Jeremy Benatar, CFA's Sidoti & Company, LLC Experience February 2014 - November 2014
Job Sr. Equity Research Associate, Software
Industry Financial Services
Experience
Raymond James & Associates November 2014 - Present
Sidoti & Company, LLC February 2014 - November 2014
Merrill Lynch - Global Wealth Investment Management June 2011 - February 2014
Pet Frontier Inc. June 2009 - April 2011
Skills
Series 7, Series 66, Bloomberg Terminal, Valuation, Securities, Wealth Management, Uniform Combined State..., Bloomberg, Finance, Portfolio Management, Investments, Financial Modeling, Financial Accounting
Education
Queens College 2006 — 2009
Bachelors, Finance & Economics
Raymond James & Associates November 2014 - Present
Sidoti & Company, LLC February 2014 - November 2014
Merrill Lynch - Global Wealth Investment Management June 2011 - February 2014
Pet Frontier Inc. June 2009 - April 2011
Skills
Series 7, Series 66, Bloomberg Terminal, Valuation, Securities, Wealth Management, Uniform Combined State..., Bloomberg, Finance, Portfolio Management, Investments, Financial Modeling, Financial Accounting
Education
Queens College 2006 — 2009
Bachelors, Finance & Economics
David Lo's Sidoti & Company, LLC Experience May 2004 - January 2005
Job Associate Director, Corporate and Business Development
Industry Biotechnology
Experience
Questcor Pharmaceuticals, Inc. October 2013 - July 2015
Allergan (formerly MAP Pharmaceuticals) September 2011 - March 2013
Tethys Bioscience December 2009 - September 2011
ThinkEquity Partners LLC February 2005 - August 2007
Sidoti & Company, LLC May 2004 - January 2005
Novartis Diagnostics (formerly Chiron Corporation) August 1993 - December 2001
Skills
Lifesciences, Infectious Diseases, Biotechnology, Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Pharmaceutical Industry, Mergers, Business Development, Business Strategy, Valuation, Portfolio Management, Market Research, Clinical Development, Business Planning, Competitive Analysis, Start-ups, Strategy, Analytics, Strategic Planning, Management, Product Development
Education
Fordham Graduate School of Business
MBA, Finance
San Jose State University
BS, Microbiology/chemistry
Questcor Pharmaceuticals, Inc. October 2013 - July 2015
Allergan (formerly MAP Pharmaceuticals) September 2011 - March 2013
Tethys Bioscience December 2009 - September 2011
ThinkEquity Partners LLC February 2005 - August 2007
Sidoti & Company, LLC May 2004 - January 2005
Novartis Diagnostics (formerly Chiron Corporation) August 1993 - December 2001
Skills
Lifesciences, Infectious Diseases, Biotechnology, Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Pharmaceutical Industry, Mergers, Business Development, Business Strategy, Valuation, Portfolio Management, Market Research, Clinical Development, Business Planning, Competitive Analysis, Start-ups, Strategy, Analytics, Strategic Planning, Management, Product Development
Education
Fordham Graduate School of Business
MBA, Finance
San Jose State University
BS, Microbiology/chemistry
Steve Altebrando's Sidoti & Company, LLC Experience June 2005 - December 2014
Job VP Equity Capital Markets at CIM Group
Industry Investment Management
Experience
The CIM Group January 2015 - Present
Sidoti & Company, LLC June 2005 - December 2014
Brokerage America 2001 - 2005
Schwab Capital Markets, L.P. (Mayer & Schweitzer Inc.) 2000 - 2001
DLJdirect, Division of Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Equities, Financial Modeling, Valuation, Investments, Equity Research, Bloomberg, Series 7, Competitive Analysis, Trading, Industry Analysis, Series 63, MBA, Gaming Industry, Casino Gaming, REIT, Leisure, Travel, Investor Relations, Mergers & Acquisitions, Leisure Industry, Corporate FP&A, Corporate Finance, Forecasting, Corporate Development, Strategic Communications, Capital Structure
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance & Business Economics
Villanova University 1995 — 1999
BS, Finance
The CIM Group January 2015 - Present
Sidoti & Company, LLC June 2005 - December 2014
Brokerage America 2001 - 2005
Schwab Capital Markets, L.P. (Mayer & Schweitzer Inc.) 2000 - 2001
DLJdirect, Division of Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Equities, Financial Modeling, Valuation, Investments, Equity Research, Bloomberg, Series 7, Competitive Analysis, Trading, Industry Analysis, Series 63, MBA, Gaming Industry, Casino Gaming, REIT, Leisure, Travel, Investor Relations, Mergers & Acquisitions, Leisure Industry, Corporate FP&A, Corporate Finance, Forecasting, Corporate Development, Strategic Communications, Capital Structure
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance & Business Economics
Villanova University 1995 — 1999
BS, Finance
Barbara Prończyk Boyer's Sidoti & Company, LLC Experience October 2011 - June 2014
Job Consultant at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC October 2011 - June 2014
TD Ameritrade Institutional June 2005 - January 2009
TD Waterhouse March 2003 - June 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Waterhouse Securities Inc 1997 - 1999
Waterhouse Securities Inc 1996 - 1997
Education
New York University School of Continuing and Professional Studies 1999 — 1999
Certificate, Multimedia
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science, Computer Science
Sidoti & Company, LLC October 2011 - June 2014
TD Ameritrade Institutional June 2005 - January 2009
TD Waterhouse March 2003 - June 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Waterhouse Securities Inc 1997 - 1999
Waterhouse Securities Inc 1996 - 1997
Education
New York University School of Continuing and Professional Studies 1999 — 1999
Certificate, Multimedia
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science, Computer Science
Christopher Ragazzo's Sidoti & Company, LLC Experience 2002 - 2005
Job Managing Director at Abbott Capital; Private Equity; Venture Capital; Buyouts; Special Situations; Real Assets
Industry Financial Services
Experience
Abbott Capital May 2005 - Present
Sidoti & Company, LLC 2002 - 2005
Skills
Financial Modeling, Investments, Valuation, Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Lehigh University 1988 — 1994
BS, MS, Materials Science & Engineering
Abbott Capital May 2005 - Present
Sidoti & Company, LLC 2002 - 2005
Skills
Financial Modeling, Investments, Valuation, Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Lehigh University 1988 — 1994
BS, MS, Materials Science & Engineering
Daniel Cillie, CFA's Sidoti & Company, LLC Experience January 2002 - January 2004
Job Director at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ September 2006 - Present
WestLB February 2005 - May 2006
Potok, Campbell & Company February 2004 - February 2005
Sidoti & Company, LLC January 2002 - January 2004
Deutsche Bank July 1995 - August 2001
NatWest Markets May 1990 - June 1995
Midlantic National Bank July 1989 - May 1990
Skills
Financial Analysis, Banking, Investment Banking, Risk Management, Business Analysis, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Cornell University 1985 — 1989
Bachelor's Degree, Economics & International Relations
Bank of Tokyo-Mitsubishi UFJ September 2006 - Present
WestLB February 2005 - May 2006
Potok, Campbell & Company February 2004 - February 2005
Sidoti & Company, LLC January 2002 - January 2004
Deutsche Bank July 1995 - August 2001
NatWest Markets May 1990 - June 1995
Midlantic National Bank July 1989 - May 1990
Skills
Financial Analysis, Banking, Investment Banking, Risk Management, Business Analysis, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Cornell University 1985 — 1989
Bachelor's Degree, Economics & International Relations
Laura Siggia's Sidoti & Company, LLC Experience March 2006 - Present
Job Equity Research Editor at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC March 2006 - Present
UBS October 2004 - March 2006
Lifetime Television 2003 - 2004
ABC Television -- All My Children April 2001 - May 2003
ABC Television-All My Children October 1998 - April 2001
USA Networks June 1996 - April 1998
Soap Opera Weekly 1994 - 1995
Skills
Equity Research
Education
New York University
BA, English
Sidoti & Company, LLC March 2006 - Present
UBS October 2004 - March 2006
Lifetime Television 2003 - 2004
ABC Television -- All My Children April 2001 - May 2003
ABC Television-All My Children October 1998 - April 2001
USA Networks June 1996 - April 1998
Soap Opera Weekly 1994 - 1995
Skills
Equity Research
Education
New York University
BA, English
Chris Walling's Sidoti & Company, LLC Experience September 2008 - December 2010
Job Oil and Gas E&P Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
Sidoti & Company, LLC September 2008 - December 2010
KPMG LLP. September 2005 - August 2008
Skills
Equity Research, Capital Markets
Education
Marist College 2001 — 2005
BA Accouting/Business Admin Finance
Cowen and Company March 2013 - Present
Dahlman Rose & Co. December 2010 - March 2013
Sidoti & Company, LLC September 2008 - December 2010
KPMG LLP. September 2005 - August 2008
Skills
Equity Research, Capital Markets
Education
Marist College 2001 — 2005
BA Accouting/Business Admin Finance
Sarah Lester, CFA's Sidoti & Company, LLC Experience October 2006 - January 2010
Job Equity Analyst at Fukoku Life International (America) Inc.
Industry Investment Management
Experience
Fukoku Life International (America) Inc. January 2012 - Present
Sembrador Capital de Riesgo SA February 2011 - July 2011
Sidoti & Company, LLC October 2006 - January 2010
Diosynth Biotechnology 2002 - 2003
Diosynth Biotechnology 1998 - 2002
Diosynth Biotechnology 1996 - 1998
Skills
Financial Modeling, Equity Research, DCF, Venture Capital, Financial Statement..., Valuation, Equities, Bloomberg, Financial Analysis, Equity Valuation, Biotechnology, Capital Markets, Securities, Portfolio Management, Investments
Education
The University of Manchester 2003 — 2004
MSc, Finance
University of North Carolina at Chapel Hill 2002 — 2003
Economics, Accounting, Finance
Virginia Polytechnic Institute and State University 1991 — 1995
BS, Chemical Engineering
Fukoku Life International (America) Inc. January 2012 - Present
Sembrador Capital de Riesgo SA February 2011 - July 2011
Sidoti & Company, LLC October 2006 - January 2010
Diosynth Biotechnology 2002 - 2003
Diosynth Biotechnology 1998 - 2002
Diosynth Biotechnology 1996 - 1998
Skills
Financial Modeling, Equity Research, DCF, Venture Capital, Financial Statement..., Valuation, Equities, Bloomberg, Financial Analysis, Equity Valuation, Biotechnology, Capital Markets, Securities, Portfolio Management, Investments
Education
The University of Manchester 2003 — 2004
MSc, Finance
University of North Carolina at Chapel Hill 2002 — 2003
Economics, Accounting, Finance
Virginia Polytechnic Institute and State University 1991 — 1995
BS, Chemical Engineering
Peter Sicher's Sidoti & Company, LLC Experience November 2010 - May 2014
Job Equity Research Analyst at Olstein Capital Management
Industry Investment Management
Experience
Olstein Capital Management July 2015 - Present
SeaMist LLC June 2014 - Present
Sidoti & Company, LLC November 2010 - May 2014
Bond Street Holdings LLC July 2009 - February 2010
Deutsche Asset Management June 2008 - August 2008
Capital One Asset Management February 2003 - April 2007
Skills
Value Investing, Financial Modeling, Competitive Analysis, Fundamental Research, Valuation, Financial Reporting, Bloomberg, Equity Research, Industry Analysis, Portfolio Management, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Economics, Equities, Investments
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Finance, Economics, and Accounting
Tulane University 1996 — 2000
Bachelor of Arts, Political Economy
The Taft School 1992 — 1996
Olstein Capital Management July 2015 - Present
SeaMist LLC June 2014 - Present
Sidoti & Company, LLC November 2010 - May 2014
Bond Street Holdings LLC July 2009 - February 2010
Deutsche Asset Management June 2008 - August 2008
Capital One Asset Management February 2003 - April 2007
Skills
Value Investing, Financial Modeling, Competitive Analysis, Fundamental Research, Valuation, Financial Reporting, Bloomberg, Equity Research, Industry Analysis, Portfolio Management, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Economics, Equities, Investments
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Finance, Economics, and Accounting
Tulane University 1996 — 2000
Bachelor of Arts, Political Economy
The Taft School 1992 — 1996
Brian Metz's Sidoti & Company, LLC Experience October 2006 - November 2009
Job Retirement Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2014 - Present
Prudential Financial May 2011 - February 2014
Jesup & Lamont January 2010 - May 2010
Sidoti & Company, LLC October 2006 - November 2009
Skills
Series 7, Mutual Funds, Equities, Series 63, Investments, FINRA, Alternative Investments, Securities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor's degree, Finance, General
Prudential Financial February 2014 - Present
Prudential Financial May 2011 - February 2014
Jesup & Lamont January 2010 - May 2010
Sidoti & Company, LLC October 2006 - November 2009
Skills
Series 7, Mutual Funds, Equities, Series 63, Investments, FINRA, Alternative Investments, Securities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor's degree, Finance, General
Matthew Galinko's Sidoti & Company, LLC Experience August 2010 - Present
Job Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC August 2010 - Present
Battle Road Research June 2007 - July 2010
Brandeis University LTS 2004 - 2007
Skills
Equity Research, Microsoft Office, Valuation, Equity Valuation, Capital Markets, Bloomberg, Financial Modeling, Equities, Alternative Investments, Securities, Financial Analysis
Education
Brandeis University 2003 — 2007
Sidoti & Company, LLC August 2010 - Present
Battle Road Research June 2007 - July 2010
Brandeis University LTS 2004 - 2007
Skills
Equity Research, Microsoft Office, Valuation, Equity Valuation, Capital Markets, Bloomberg, Financial Modeling, Equities, Alternative Investments, Securities, Financial Analysis
Education
Brandeis University 2003 — 2007
Charles Croson, CFA's Sidoti & Company, LLC Experience August 2010 - July 2013
Job Chief Investment Officer at Croson Investment Partners
Industry Financial Services
Experience
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Chris Daley's Sidoti & Company, LLC Experience July 2013 - March 2014
Job Lighting Designer at Bouyea & Associates/U12 coach BOC
Industry Design
Experience
Bouyea & Associates September 2014 - Present
Access Securities LLC March 2014 - September 2014
Sidoti & Company, LLC July 2013 - March 2014
Source Trading division of Access Securities December 2004 - June 2012
McCauley Securities Group September 2002 - December 2004
Princeton Securities Group March 2001 - September 2002
Skills
Marketing, Hedge Funds, Equity Trading, Options, Trading, Equities, Series 7, Research, Management, Sales, Electronic Trading
Education
St. Lawrence University 1989 — 1992
BA, fine arts
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.) Fine Arts, Fine and Studio Arts
New Cannan Country School 1985 — 1988
Portsmouth Abbey 1984 — 1988
Portsmouth Abbey School 1984 — 1988
Bouyea & Associates September 2014 - Present
Access Securities LLC March 2014 - September 2014
Sidoti & Company, LLC July 2013 - March 2014
Source Trading division of Access Securities December 2004 - June 2012
McCauley Securities Group September 2002 - December 2004
Princeton Securities Group March 2001 - September 2002
Skills
Marketing, Hedge Funds, Equity Trading, Options, Trading, Equities, Series 7, Research, Management, Sales, Electronic Trading
Education
St. Lawrence University 1989 — 1992
BA, fine arts
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.) Fine Arts, Fine and Studio Arts
New Cannan Country School 1985 — 1988
Portsmouth Abbey 1984 — 1988
Portsmouth Abbey School 1984 — 1988
Alice Gabriele's Sidoti & Company, LLC Experience 1999 - 2000
Job Portfolio Manager, Vice President
Industry Investment Management
Experience
Pinnacle Associates 2005 - Present
Innovative Planning Services 2001 - 2005
Sidoti & Company, LLC 1999 - 2000
Goldman Sachs 1987 - 1994
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Princeton University 1979 — 1983
A.B., Politics
Pinnacle Associates 2005 - Present
Innovative Planning Services 2001 - 2005
Sidoti & Company, LLC 1999 - 2000
Goldman Sachs 1987 - 1994
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Princeton University 1979 — 1983
A.B., Politics
christopher McGinnis's Sidoti & Company, LLC Experience October 2008 - Present
Job Special Situation Equity Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC October 2008 - Present
Ahab Capital February 2002 - December 2007
Chelsea Piers December 2000 - December 2001
Skills
Hedge Funds, Valuation, Equities, Corporate Actions, Investments
Education
New England College 1996 — 2000
BA, Literature
Sidoti & Company, LLC October 2008 - Present
Ahab Capital February 2002 - December 2007
Chelsea Piers December 2000 - December 2001
Skills
Hedge Funds, Valuation, Equities, Corporate Actions, Investments
Education
New England College 1996 — 2000
BA, Literature
David Asano's Sidoti & Company, LLC Experience September 2010 - Present
Job Chief Technology Officer at Sidoti & Company, LLC
Industry Computer Software
Experience
Sidoti & Company, LLC September 2010 - Present
Pitney Bowes - Advanced Concepts and Technology 2007 - June 2012
Pitney Bowes, Advanced Concept and Technology - Systems Lab 2005 - 2007
Pitney Bowes 2002 - 2005
Verizon 2001 - 2002
Verizon 2000 - 2001
verizon 2000 - 2001
Verzion 1998 - 2001
Verizon 1996 - 1998
Verizon 1992 - 1996
Skills
Budgets, Contract Management, Project Management, Quality Management, Software Development, Program Management, Process Improvement, Agile Methodologies, Product Development, Team Leadership, Strategy, Start-ups, Cross-functional Team..., SDLC, Leadership
Education
University of Rhode Island 1987 — 1989
PhD, Mechanical Engineering - Robotics
University of Massachusetts, Amherst 1985 — 1987
MA, Mechanical Engineering - Robotics
University of Rochester 1981 — 1985
BS, Mechanical Engineering
Sidoti & Company, LLC September 2010 - Present
Pitney Bowes - Advanced Concepts and Technology 2007 - June 2012
Pitney Bowes, Advanced Concept and Technology - Systems Lab 2005 - 2007
Pitney Bowes 2002 - 2005
Verizon 2001 - 2002
Verizon 2000 - 2001
verizon 2000 - 2001
Verzion 1998 - 2001
Verizon 1996 - 1998
Verizon 1992 - 1996
Skills
Budgets, Contract Management, Project Management, Quality Management, Software Development, Program Management, Process Improvement, Agile Methodologies, Product Development, Team Leadership, Strategy, Start-ups, Cross-functional Team..., SDLC, Leadership
Education
University of Rhode Island 1987 — 1989
PhD, Mechanical Engineering - Robotics
University of Massachusetts, Amherst 1985 — 1987
MA, Mechanical Engineering - Robotics
University of Rochester 1981 — 1985
BS, Mechanical Engineering
Michael W. Carter's Sidoti & Company, LLC Experience June 1999 - February 2000
Job VP, Director of Operations at The Millburn Corporation
Industry Financial Services
Experience
The Millburn Corporation March 2000 - Present
Sidoti & Company, LLC June 1999 - February 2000
Rothstein Kass March 1997 - June 1999
Education
Rutgers, The State University of New Jersey-Newark
B.S., Accounting
The Millburn Corporation March 2000 - Present
Sidoti & Company, LLC June 1999 - February 2000
Rothstein Kass March 1997 - June 1999
Education
Rutgers, The State University of New Jersey-Newark
B.S., Accounting
Todd Schwartzman, CFA's Sidoti & Company, LLC Experience December 2002 - June 2015
Job VP, Senior Supervisory Analyst, Research and Compliance at Ladenburg Thalmann & Co. Inc.
Industry Financial Services
Experience
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Ladenburg Thalmann & Co. Inc. June 2015 - Present
Sidoti & Company, LLC December 2002 - June 2015
Cathay Financial July 2001 - May 2002
Value Line November 1996 - July 2001
Skills
Equities, Equity Research, Series 7, Bloomberg, Securities, Series 16, CFA charter, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Management, Regulatory Compliance, Editing, Equity Valuation, Fixed Income, Investments
Education
Fordham Gabelli School of Business
MBA, Finance
Syracuse University - S.I. Newhouse School of Public Communications
BS, Public Relations
Stephen Stone, CFA's Sidoti & Company, LLC Experience December 2011 - July 2013
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
Cowen and Company December 2014 - Present
CFRA Research July 2013 - October 2014
Sidoti & Company, LLC December 2011 - July 2013
Credit Agricole CIB July 2009 - December 2011
Elon University April 2006 - May 2009
Elon University August 2005 - May 2009
Ernst & Young June 2008 - August 2008
LabCorp June 2008 - August 2008
Skills
Bloomberg, Risk Management, Valuation, Bloomberg Terminal, Analysis, Accounting, Investments, Auditing, Internal Controls, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelors of Science, Double Major in Accounting and Business Administration with a Concentration in Finance
David Arcaro's Sidoti & Company, LLC Experience September 2013 - January 2015
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Sidoti & Company, LLC September 2013 - January 2015
PHOTON Consulting March 2012 - September 2013
PHOTON Consulting July 2011 - March 2012
Battle Road Research May 2008 - July 2011
Bentley University 2008 - 2009
Skills
Bloomberg, R, Renewable Energy, Data Analysis, SPSS, Equity Research, Market Research, Financial Modeling, Equity Valuation, Solar Energy, Technology Hardware..., Healthcare Industry, Microsoft Excel, Thompson One, Corporate Finance, Quantitative Analytics, Valuation, Financial Analysis, Capital Markets, Equities, Investments
Education
Bentley University - McCallum Graduate School of Business
Master of Science, Finance, Quantitative Concentration
Tufts University
Bachelor of Arts, Economics, Psychology
Morgan Stanley January 2015 - Present
Sidoti & Company, LLC September 2013 - January 2015
PHOTON Consulting March 2012 - September 2013
PHOTON Consulting July 2011 - March 2012
Battle Road Research May 2008 - July 2011
Bentley University 2008 - 2009
Skills
Bloomberg, R, Renewable Energy, Data Analysis, SPSS, Equity Research, Market Research, Financial Modeling, Equity Valuation, Solar Energy, Technology Hardware..., Healthcare Industry, Microsoft Excel, Thompson One, Corporate Finance, Quantitative Analytics, Valuation, Financial Analysis, Capital Markets, Equities, Investments
Education
Bentley University - McCallum Graduate School of Business
Master of Science, Finance, Quantitative Concentration
Tufts University
Bachelor of Arts, Economics, Psychology
Kevin O'Gorman's Sidoti & Company, LLC Experience March 2001 - March 2004
Job SVP of Institutional Sales at Imperial Capital
Industry Financial Services
Experience
The Buckingham Research Group April 2004 - January 2015
Sidoti & Company, LLC March 2001 - March 2004
Skills
Equities, Hedge Funds, Bloomberg, Investments, Series 7, Equity Research, Capital Markets
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Marketing and Finance
The Catholic University of America 1987 — 1991
BA, Mjr: English Literature Mnr: Philosophy
The Buckingham Research Group April 2004 - January 2015
Sidoti & Company, LLC March 2001 - March 2004
Skills
Equities, Hedge Funds, Bloomberg, Investments, Series 7, Equity Research, Capital Markets
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Marketing and Finance
The Catholic University of America 1987 — 1991
BA, Mjr: English Literature Mnr: Philosophy
Aaron Syvertsen's Sidoti & Company, LLC Experience January 2011 - Present
Job Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC January 2011 - Present
Merrill Lynch August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Research
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance, General
Sidoti & Company, LLC January 2011 - Present
Merrill Lynch August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Research
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance, General
Chaitanya Chakka's Sidoti & Company, LLC Experience August 2008 - December 2008
Job Systems Architect at TRN Systems
Industry Information Technology and Services
Experience
TRN Systems, Inc September 2012 - Present
Dow Jones - Factiva March 2009 - September 2012
Chenoa Information Services December 2007 - September 2012
Sidoti & Company, LLC August 2008 - December 2008
Vertrue March 2008 - July 2008
Dhanraj Dhadda Exports November 2002 - March 2005
Sodhani Securities December 2000 - October 2002
Skills
Microsoft SQL Server, ASP.NET, .NET, C#, SQL, VB.NET, Web Services, XML, SDLC, WCF, PL/SQL, SSIS, SSRS, Requirements Analysis, JavaScript, ADO.NET, SOA, AJAX, LINQ, ASP, TFS, XSLT, ASP.NET MVC, Agile Methodologies, IIS, T-SQL
Education
Indira Gandhi National Open University 2003 — 2006
BCA, Computers
St. Xaviers High School, Nerul, Navi Mumbai 1994 — 1996
High School
TRN Systems, Inc September 2012 - Present
Dow Jones - Factiva March 2009 - September 2012
Chenoa Information Services December 2007 - September 2012
Sidoti & Company, LLC August 2008 - December 2008
Vertrue March 2008 - July 2008
Dhanraj Dhadda Exports November 2002 - March 2005
Sodhani Securities December 2000 - October 2002
Skills
Microsoft SQL Server, ASP.NET, .NET, C#, SQL, VB.NET, Web Services, XML, SDLC, WCF, PL/SQL, SSIS, SSRS, Requirements Analysis, JavaScript, ADO.NET, SOA, AJAX, LINQ, ASP, TFS, XSLT, ASP.NET MVC, Agile Methodologies, IIS, T-SQL
Education
Indira Gandhi National Open University 2003 — 2006
BCA, Computers
St. Xaviers High School, Nerul, Navi Mumbai 1994 — 1996
High School
Peter Sidoti's Sidoti & Company, LLC Experience CEOSidoti & Company, LLC1999 - 2009
Job CEO at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Michael Coady, CFA, PMP's Sidoti & Company, LLC Experience March 1999 - September 2004
Job Financial Analyst/Program Manager
Industry Financial Services
Experience
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Kevin Carey's Sidoti & Company, LLC Experience July 2010 - September 2013
Job Financial Analyst at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System June 2014 - Present
ZocDoc September 2013 - June 2014
Sidoti & Company, LLC July 2010 - September 2013
RBC Wealth Management December 2009 - June 2010
Education
Cornell University 2005 — 2009
B.S, Policy Analysis and Management
North Shore-LIJ Health System June 2014 - Present
ZocDoc September 2013 - June 2014
Sidoti & Company, LLC July 2010 - September 2013
RBC Wealth Management December 2009 - June 2010
Education
Cornell University 2005 — 2009
B.S, Policy Analysis and Management
Novid Rassouli's Sidoti & Company, LLC Experience April 2011 - May 2012
Job Vice President at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2012 - March 2013
Sidoti & Company, LLC April 2011 - May 2012
LD MICRO 2007 - 2011
William O'Neil + Co. Inc. 2006 - 2007
Education
University of California, Santa Cruz 2002 — 2006
BA, Economics
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2012 - March 2013
Sidoti & Company, LLC April 2011 - May 2012
LD MICRO 2007 - 2011
William O'Neil + Co. Inc. 2006 - 2007
Education
University of California, Santa Cruz 2002 — 2006
BA, Economics
Andrea Martens's Sidoti & Company, LLC Experience May 2005 - Present
Job Financial & Operational Principal at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC May 2005 - Present
ABN AMRO August 2000 - April 2002
Robert Fleming 1994 - 2000
Goldman Sachs JBWere 1987 - 1994
Oppenheimer & Co. 1984 - 1987
Skills
Financial Modeling, Series 7, Valuation, Hedge Funds, Investments, Equity Research, Risk Management, Investment Banking, Financial Risk..., Financial Planning, Business Ethics, Bloomberg, Portfolio Management, Asset Management, Corporate Finance, Trading
Education
Hofstra University 1979 — 1983
BBA, Accounting
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Sidoti & Company, LLC May 2005 - Present
ABN AMRO August 2000 - April 2002
Robert Fleming 1994 - 2000
Goldman Sachs JBWere 1987 - 1994
Oppenheimer & Co. 1984 - 1987
Skills
Financial Modeling, Series 7, Valuation, Hedge Funds, Investments, Equity Research, Risk Management, Investment Banking, Financial Risk..., Financial Planning, Business Ethics, Bloomberg, Portfolio Management, Asset Management, Corporate Finance, Trading
Education
Hofstra University 1979 — 1983
BBA, Accounting
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
James Federlin's Sidoti & Company, LLC Experience June 2005 - September 2009
Job Assistant VP
Industry Financial Services
Experience
Bank of America October 2014 - Present
Van Eck Global November 2011 - June 2013
Liquid Capital Securities, LLC September 2009 - November 2010
Sidoti & Company, LLC June 2005 - September 2009
Helfant Group Inc July 2002 - September 2002
Skills
Equities, Trading, Securities, Derivatives, Options, ETFs, Series 7, Bloomberg, Series 63, Hedge Funds, Equity Research, Finance, Portfolio Management, Investments, Capital Markets, Asset Management, Alternative Investments
Education
Loyola University Maryland 2001 — 2005
BBA, Finance, International Business
Assumption University
Bachelor of Business Administration degree, Double
Chaminade High School 1997 — 2001
Bank of America October 2014 - Present
Van Eck Global November 2011 - June 2013
Liquid Capital Securities, LLC September 2009 - November 2010
Sidoti & Company, LLC June 2005 - September 2009
Helfant Group Inc July 2002 - September 2002
Skills
Equities, Trading, Securities, Derivatives, Options, ETFs, Series 7, Bloomberg, Series 63, Hedge Funds, Equity Research, Finance, Portfolio Management, Investments, Capital Markets, Asset Management, Alternative Investments
Education
Loyola University Maryland 2001 — 2005
BBA, Finance, International Business
Assumption University
Bachelor of Business Administration degree, Double
Chaminade High School 1997 — 2001
Brian Hollenden, CFA's Sidoti & Company, LLC Experience January 2013 - Present
Job Equity Analyst
Industry Investment Management
Experience
Sidoti & Company, LLC January 2013 - Present
DS & BH Holdings LLC November 2012 - Present
Starboard Value January 2012 - December 2012
Ramius Capital Group November 2004 - December 2011
Van Eck Global September 2003 - November 2004
State Street October 2001 - September 2003
Skills
Investments, Equities, DCF Valuation, Business Valuation, Value Investing, Free Cash Flow, Competitive Advantage, Financial Modeling, Equity Research, Series 7, Series 86, Series 87, Series 63
Education
Columbia University - Columbia Business School 2014 — 2014
Executive Education, Value Investing
Shippensburg University of Pennsylvania 1997 — 2001
B.S.B.A., Finance, Economics
Sidoti & Company, LLC January 2013 - Present
DS & BH Holdings LLC November 2012 - Present
Starboard Value January 2012 - December 2012
Ramius Capital Group November 2004 - December 2011
Van Eck Global September 2003 - November 2004
State Street October 2001 - September 2003
Skills
Investments, Equities, DCF Valuation, Business Valuation, Value Investing, Free Cash Flow, Competitive Advantage, Financial Modeling, Equity Research, Series 7, Series 86, Series 87, Series 63
Education
Columbia University - Columbia Business School 2014 — 2014
Executive Education, Value Investing
Shippensburg University of Pennsylvania 1997 — 2001
B.S.B.A., Finance, Economics
Jeffrey Connolly, CFA's Sidoti & Company, LLC Experience October 2011 - October 2012
Job Director E&P Equity Research at Clarksons
Industry Investment Banking
Experience
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
Clarksons January 2015 - Present
Mizuho Securities USA Inc. November 2013 - December 2014
Brean Capital, LLC October 2012 - November 2013
Sidoti & Company, LLC October 2011 - October 2012
Value Line May 2010 - October 2011
Vail Resorts November 2008 - April 2009
Capital One June 2008 - November 2008
Skills
Bloomberg, Equities, Financial Modeling, Series 7, Capital Markets, Securities, Series 63, Valuation, Investments, Financial Analysis, Equity Research
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics, Asian Studies
Chaminade High School 2000 — 2004
Simon Spitalny's Sidoti & Company, LLC Experience February 2010 - March 2012
Job Vice President Institutional Equity Sales at MUFG
Industry Capital Markets
Experience
Mitsubishi UFJ Securities March 2012 - Present
Sidoti & Company, LLC February 2010 - March 2012
AllianceBernstein May 2008 - September 2009
Bear Stearns August 2007 - May 2008
American Institute of Chemical Engineers June 2006 - July 2007
Skills
Hedge Funds, Series 7, Equities, Series 63, Financial Services, Bloomberg, Financial Modeling, Fixed Income
Education
New York University 2007 — 2007
Accounting
Clark University 2002 — 2006
Bachelor of Arts, International Relations
University of London
Mitsubishi UFJ Securities March 2012 - Present
Sidoti & Company, LLC February 2010 - March 2012
AllianceBernstein May 2008 - September 2009
Bear Stearns August 2007 - May 2008
American Institute of Chemical Engineers June 2006 - July 2007
Skills
Hedge Funds, Series 7, Equities, Series 63, Financial Services, Bloomberg, Financial Modeling, Fixed Income
Education
New York University 2007 — 2007
Accounting
Clark University 2002 — 2006
Bachelor of Arts, International Relations
University of London
Alper Sungur, CFA's Sidoti & Company, LLC Experience 2005 - 2009
Job Global Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Morgan Stanley 2010 - Present
Sidoti & Company, LLC 2005 - 2009
Inflection Capital LLC 2003 - 2005
Morrow & Co 1999 - 2003
Education
University of Connecticut 1995 — 1999
Bachelor of Science, Finance/Economics
Adam Colantoni's Sidoti & Company, LLC Experience January 2013 - April 2013
Job Registered Nurse at NYU Lutheran
Industry Financial Services
Experience
NYU Lutheran May 2015 - Present
Sidoti & Company, LLC January 2013 - April 2013
IBM August 2011 - April 2012
LocateStock May 2009 - August 2009
Skills
Accounts Payable, Accounts Receivable, Accounting, Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Invoicing, Microsoft Excel, Portfolio Management, Rock, Tax, Public Speaking, Investments, Management, Microsoft Office, PowerPoint, Leadership, Social Media, Microsoft Word
Education
Wagner College 2013 — 2014
Bachelor’s Degree, Registered Nursing/Registered Nurse, Bachelor of Science, Nursing - Accelerated program, Center of Excellence
Marist College 2007 — 2011
BS - Magna Cum Laude, Business Administration - Finance
NYU Lutheran May 2015 - Present
Sidoti & Company, LLC January 2013 - April 2013
IBM August 2011 - April 2012
LocateStock May 2009 - August 2009
Skills
Accounts Payable, Accounts Receivable, Accounting, Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Invoicing, Microsoft Excel, Portfolio Management, Rock, Tax, Public Speaking, Investments, Management, Microsoft Office, PowerPoint, Leadership, Social Media, Microsoft Word
Education
Wagner College 2013 — 2014
Bachelor’s Degree, Registered Nursing/Registered Nurse, Bachelor of Science, Nursing - Accelerated program, Center of Excellence
Marist College 2007 — 2011
BS - Magna Cum Laude, Business Administration - Finance
F. Tremayne Boyce's Sidoti & Company, LLC Experience August 2001 - March 2007
Job Senior Desktop Support Analyst at POMEROY IT SOLUTIONS, LLC
Industry Information Technology and Services
Experience
POMEROY IT SOLUTIONS, LLC April 2011 - Present
POMEROY IT SOLUTIONS, LLC January 2008 - March 2011
Sidoti & Company, LLC August 2001 - March 2007
YOHALEM GILLMAN & Co October 2000 - April 2001
Skills
VMware, Software Installation, Troubleshooting, Technical Support, Windows Server, Citrix, Active Directory, Norton Ghost, Network Administration
Education
Career Vison 2000 — 2003
CCNA, A+, Net+
University of Hartford 1996 — 2000
Bachelor of Science, Computer Engineering Technology
POMEROY IT SOLUTIONS, LLC April 2011 - Present
POMEROY IT SOLUTIONS, LLC January 2008 - March 2011
Sidoti & Company, LLC August 2001 - March 2007
YOHALEM GILLMAN & Co October 2000 - April 2001
Skills
VMware, Software Installation, Troubleshooting, Technical Support, Windows Server, Citrix, Active Directory, Norton Ghost, Network Administration
Education
Career Vison 2000 — 2003
CCNA, A+, Net+
University of Hartford 1996 — 2000
Bachelor of Science, Computer Engineering Technology
Greg Brash's Sidoti & Company, LLC Experience March 2006 - June 2010
Job Analyst at Artisan Partners
Industry Financial Services
Experience
Artisan Partners July 2010 - Present
Sidoti & Company, LLC March 2006 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
Bucknell University 1995 — 1999
BA, Economics and Finance
Artisan Partners July 2010 - Present
Sidoti & Company, LLC March 2006 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
Bucknell University 1995 — 1999
BA, Economics and Finance
Mike Hosford's Sidoti & Company, LLC Experience May 2010 - February 2014
Job Research Sales at ITG
Industry Financial Services
Experience
ITG February 2014 - Present
Sidoti & Company, LLC May 2010 - February 2014
Skills
Series 7, Series 63
Education
Manhattan College 2005 — 2009
Bachelor of Science, Economics, Computer Information Systems
ITG February 2014 - Present
Sidoti & Company, LLC May 2010 - February 2014
Skills
Series 7, Series 63
Education
Manhattan College 2005 — 2009
Bachelor of Science, Economics, Computer Information Systems
Andrew Sidoti's Sidoti & Company, LLC Experience May 2009 - August 2009
Job Senior Analyst of Financial Operations at Verizon
Industry Financial Services
Experience
Verizon May 2015 - Present
Verizon November 2013 - May 2015
Harris Corporation November 2012 - November 2013
Harris Corporation September 2010 - November 2012
Sidoti & Company, LLC May 2009 - August 2009
Skills
Microsoft Excel, Finance, Macros, PeopleSoft, Program Management, Financial Analysis, Microsoft Word, Leadership, Variance Analysis, Financial Reporting, PowerPoint, Flexibility, MS Excel Pivot Tables, Vlookup, OpenSpan
Education
Saint Leo University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance
Verizon May 2015 - Present
Verizon November 2013 - May 2015
Harris Corporation November 2012 - November 2013
Harris Corporation September 2010 - November 2012
Sidoti & Company, LLC May 2009 - August 2009
Skills
Microsoft Excel, Finance, Macros, PeopleSoft, Program Management, Financial Analysis, Microsoft Word, Leadership, Variance Analysis, Financial Reporting, PowerPoint, Flexibility, MS Excel Pivot Tables, Vlookup, OpenSpan
Education
Saint Leo University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance
Dan Penaro's Sidoti & Company, LLC Experience September 2009 - May 2010
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2011 - August 2011
Sidoti & Company, LLC September 2009 - May 2010
Northwestern Mutual Financial Group October 2008 - March 2009
Skills
Microsoft Excel, Analysis, Investments
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Fordham University 2006 — 2010
BS, Finance
Chaminade High School 2006
Fordham University
Bachelor of Science, Business Administration; Finance
Brown Brothers Harriman February 2011 - August 2011
Sidoti & Company, LLC September 2009 - May 2010
Northwestern Mutual Financial Group October 2008 - March 2009
Skills
Microsoft Excel, Analysis, Investments
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Fordham University 2006 — 2010
BS, Finance
Chaminade High School 2006
Fordham University
Bachelor of Science, Business Administration; Finance
Anas Bennisse's Sidoti & Company, LLC Experience November 2013 - January 2015
Job Investment Banking Analyst, Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 2015 - Present
Sidoti & Company, LLC November 2013 - January 2015
Deutsche Bank FX July 2007 - December 2011
Skills
Investments, Financial Analysis, Equity Research, Finance, Bloomberg, Equities, Microsoft Excel, Derivatives, Portfolio Management, Financial Modeling, Trading, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, FX Options, Economics, Alternative Investments, Valuation, Mutual Funds, Corporate Finance, Options, Investment Banking, Asset Allocation
Education
Texas Christian University
Bachelor, Finance
University of North Texas
Master of Business Administration (MBA), Finance, General
Cantor Fitzgerald January 2015 - Present
Sidoti & Company, LLC November 2013 - January 2015
Deutsche Bank FX July 2007 - December 2011
Skills
Investments, Financial Analysis, Equity Research, Finance, Bloomberg, Equities, Microsoft Excel, Derivatives, Portfolio Management, Financial Modeling, Trading, Capital Markets, Financial Markets, Fixed Income, Hedge Funds, FX Options, Economics, Alternative Investments, Valuation, Mutual Funds, Corporate Finance, Options, Investment Banking, Asset Allocation
Education
Texas Christian University
Bachelor, Finance
University of North Texas
Master of Business Administration (MBA), Finance, General
Ryan Rosenthal, CFA's Sidoti & Company, LLC Experience October 2007 - November 2010
Job Senior Equity Analyst at William Harris Investors, Inc.
Industry Investment Management
Experience
William Harris Investors, Inc. April 2015 - Present
Channing Capital Management December 2010 - April 2015
Sidoti & Company, LLC October 2007 - November 2010
The Vanguard Group February 2004 - August 2005
Skills
Equities, Bloomberg, Investments, Financial Modeling, Equity Research, Valuation, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Investment Strategies, Equity Valuation, Bloomberg Terminal, Securities, Investment Advisory, Alternative Investments, Series 63, Investment Management, Mutual Funds
Education
Penn State University 2005 — 2007
MBA
State University of New York at Binghamton 1999 — 2003
B.A.
William Harris Investors, Inc. April 2015 - Present
Channing Capital Management December 2010 - April 2015
Sidoti & Company, LLC October 2007 - November 2010
The Vanguard Group February 2004 - August 2005
Skills
Equities, Bloomberg, Investments, Financial Modeling, Equity Research, Valuation, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Investment Strategies, Equity Valuation, Bloomberg Terminal, Securities, Investment Advisory, Alternative Investments, Series 63, Investment Management, Mutual Funds
Education
Penn State University 2005 — 2007
MBA
State University of New York at Binghamton 1999 — 2003
B.A.
Glenn Mattson's Sidoti & Company, LLC Experience August 2012 - July 2014
Job Vice President at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
Ladenburg Thalmann July 2014 - Present
Sidoti & Company, LLC August 2012 - July 2014
GTK Capital March 2009 - July 2012
GTK Capital, LLC May 2004 - April 2009
First Investors Corporation January 2000 - April 2004
First Investors Corporation February 1999 - December 1999
First Investors February 1998 - February 1999
Skills
Equities, Investments, Hedge Funds, Portfolio Management
Education
Manhattan College 1993 — 1998
BA
northern valley old tappan 1989 — 1993
Courtney Rains's Sidoti & Company, LLC Experience March 2006 - October 2009
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
Peter Dunphy's Sidoti & Company, LLC Experience April 2004 - Present
Job Sales Trader at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC April 2004 - Present
Skills
Series 7, Series 63, Equities, Electronic Trading, Capital Markets, Equity Trading, Series 55
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Sidoti & Company, LLC April 2004 - Present
Skills
Series 7, Series 63, Equities, Electronic Trading, Capital Markets, Equity Trading, Series 55
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Matthew Kahn, CFA's Sidoti & Company, LLC Experience June 2006 - December 2006
Job Vice President at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2014 - Present
ACQ Capital March 2013 - December 2013
Wunderlich Securities September 2012 - February 2013
TimesSquare Capital Management December 2006 - February 2011
Sidoti & Company, LLC June 2006 - December 2006
Sidoti & Company, LLC June 2005 - June 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Investments, Equity Valuation, Asset Management, Equity Research, Securities, Analysis, Accounting, Capital Markets, Hedge Funds, Chartered Financial...
Education
Villanova University 2001 — 2005
Dual Bachelor's, Finance; Accountancy
The London School of Economics and Political Science (LSE) 2003 — 2003
Regis High School
Canaccord Genuity Inc. March 2014 - Present
ACQ Capital March 2013 - December 2013
Wunderlich Securities September 2012 - February 2013
TimesSquare Capital Management December 2006 - February 2011
Sidoti & Company, LLC June 2006 - December 2006
Sidoti & Company, LLC June 2005 - June 2006
Skills
Valuation, Financial Modeling, Equities, Bloomberg, Investments, Equity Valuation, Asset Management, Equity Research, Securities, Analysis, Accounting, Capital Markets, Hedge Funds, Chartered Financial...
Education
Villanova University 2001 — 2005
Dual Bachelor's, Finance; Accountancy
The London School of Economics and Political Science (LSE) 2003 — 2003
Regis High School
Peter Carlsen's Sidoti & Company, LLC Experience 2013 - 2014
Job Associate at Meyer Bergman Americas
Industry Real Estate
Experience
Meyer Bergman Americas May 2015 - Present
SL Green Realty Corp. January 2015 - May 2015
Sidoti & Company, LLC 2013 - 2014
Ernst & Young LLP 2010 - 2013
Skills
Investments, Due Diligence, Asset Management, Valuation, Equity Research
Education
Columbia University in the City of New York 2014 — 2015
Masters of Science (M.S.)
Penn State University 2006 — 2010
B.S., Accounting
Chaminade High School 2002 — 2006
Meyer Bergman Americas May 2015 - Present
SL Green Realty Corp. January 2015 - May 2015
Sidoti & Company, LLC 2013 - 2014
Ernst & Young LLP 2010 - 2013
Skills
Investments, Due Diligence, Asset Management, Valuation, Equity Research
Education
Columbia University in the City of New York 2014 — 2015
Masters of Science (M.S.)
Penn State University 2006 — 2010
B.S., Accounting
Chaminade High School 2002 — 2006
Robert Kelly, CFA's Sidoti & Company, LLC Experience 2005 - 2014
Job Portfolio Manager/Analyst at Grisanti Capital Management
Industry Financial Services
Experience
Grisanti Capital Management May 2014 - Present
Sidoti & Company, LLC 2005 - 2014
Victory SBSF Capital Management July 2000 - June 2005
Victory SBSF Capital Management July 2000 - July 2004
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Series 63, Equity Valuation, Investments, Capital Markets, Portfolio Management, Securities
Education
Boston College 1996 — 2000
B.S., Finance
Grisanti Capital Management May 2014 - Present
Sidoti & Company, LLC 2005 - 2014
Victory SBSF Capital Management July 2000 - June 2005
Victory SBSF Capital Management July 2000 - July 2004
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Series 63, Equity Valuation, Investments, Capital Markets, Portfolio Management, Securities
Education
Boston College 1996 — 2000
B.S., Finance
John Posteraro's Sidoti & Company, LLC Experience August 2004 - October 2014
Job Senior Vice President Institutional Equity Sales at Maxim Group
Industry Financial Services
Experience
Maxim Group November 2014 - Present
Sidoti & Company, LLC August 2004 - October 2014
Skills
Equity Research, Bloomberg, Series 63, Series 7, Equities
Education
Marist College 1986 — 1990
Bachelor of Arts (BA), Finance, General
Maxim Group November 2014 - Present
Sidoti & Company, LLC August 2004 - October 2014
Skills
Equity Research, Bloomberg, Series 63, Series 7, Equities
Education
Marist College 1986 — 1990
Bachelor of Arts (BA), Finance, General
Christine LaBastille's Sidoti & Company, LLC Experience April 1999 - December 2000
Job
Industry Financial Services
Experience
C. LaBastille Consulting March 2004 - Present
Integrated Management Solutions USA LLC November 2005 - March 2012
SunGard Insitutional Brokerage, Inc. February 2002 - May 2003
Sidoti & Company, LLC April 1999 - December 2000
Invemed Associates, Inc. November 1994 - December 1998
Skills
FINRA-member Chief..., Supervisory Analyst, Research Editor, General Securities..., FINRA New Member and..., Investment Advisor...
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Stony Brook University
Bachelor of Arts (BA), Social Sciences
C. LaBastille Consulting March 2004 - Present
Integrated Management Solutions USA LLC November 2005 - March 2012
SunGard Insitutional Brokerage, Inc. February 2002 - May 2003
Sidoti & Company, LLC April 1999 - December 2000
Invemed Associates, Inc. November 1994 - December 1998
Skills
FINRA-member Chief..., Supervisory Analyst, Research Editor, General Securities..., FINRA New Member and..., Investment Advisor...
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Stony Brook University
Bachelor of Arts (BA), Social Sciences
JOSEPH BETESH's Sidoti & Company, LLC Experience 2012 - 2012
Job Student at State University of New York at Binghamton
Industry Accounting
Experience
KPMG US March 2015 - Present
Sidoti & Company, LLC 2012 - 2012
Skills
Microsoft Excel, Microsoft Office
Education
Binghamton University 2010 — 2014
Binghamton University 2010 — 2014
Master of Science (M.S.), Accounting
KPMG US March 2015 - Present
Sidoti & Company, LLC 2012 - 2012
Skills
Microsoft Excel, Microsoft Office
Education
Binghamton University 2010 — 2014
Binghamton University 2010 — 2014
Master of Science (M.S.), Accounting
Adam Brooks, CFA's Sidoti & Company, LLC Experience May 2008 - September 2013
Job Analyst at Newland Capital Management LLC
Industry Financial Services
Experience
Newland Capital Management LLC September 2013 - Present
Sidoti & Company, LLC May 2008 - September 2013
AllianceBernstein February 2007 - May 2008
Skills
Equity Research, Financial Modeling, Chartered Financial..., Investments, Equities, Analysis, Equity Valuation, Portfolio Management, Valuation, Competitive Analysis, Hedge Funds, Capital Markets, Asset Management
Education
Emory University
Bachelor of Arts
Newland Capital Management LLC September 2013 - Present
Sidoti & Company, LLC May 2008 - September 2013
AllianceBernstein February 2007 - May 2008
Skills
Equity Research, Financial Modeling, Chartered Financial..., Investments, Equities, Analysis, Equity Valuation, Portfolio Management, Valuation, Competitive Analysis, Hedge Funds, Capital Markets, Asset Management
Education
Emory University
Bachelor of Arts
Brian Palmeri's Sidoti & Company, LLC Experience November 2014 - Present
Job Undergraduate Student at Loyola University Maryland
Industry Financial Services
Experience
Sidoti & Company, LLC November 2014 - Present
Clarkson Capital Markets June 2013 - August 2013
Sidoti & Company, LLC July 2012 - August 2012
Skills
Finance, Microsoft Office, Financial Analysis, Equity Research, Fixed Income, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Investment Banking, Analysis
Education
Loyola College in Maryland 2010 — 2014
Bachelors in Finance, Finance
Chaminade High School 2006 — 2010
High School Diploma
Sidoti & Company, LLC November 2014 - Present
Clarkson Capital Markets June 2013 - August 2013
Sidoti & Company, LLC July 2012 - August 2012
Skills
Finance, Microsoft Office, Financial Analysis, Equity Research, Fixed Income, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Investment Banking, Analysis
Education
Loyola College in Maryland 2010 — 2014
Bachelors in Finance, Finance
Chaminade High School 2006 — 2010
High School Diploma
Jonathan Reali's Sidoti & Company, LLC Experience September 2014 - June 2015
Job Procida Construction Corp.
Industry Real Estate
Experience
Procida Construction Corp. June 2015 - Present
Sidoti & Company, LLC September 2014 - June 2015
UBS June 2012 - August 2012
Bob's Car Wash May 2011 - August 2012
Skills
Microsoft Excel, Sales, People Skills, Microsoft Word, Customer Service, Microsoft Office, Outlook
Education
Sacred Heart University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Procida Construction Corp. June 2015 - Present
Sidoti & Company, LLC September 2014 - June 2015
UBS June 2012 - August 2012
Bob's Car Wash May 2011 - August 2012
Skills
Microsoft Excel, Sales, People Skills, Microsoft Word, Customer Service, Microsoft Office, Outlook
Education
Sacred Heart University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Will Foley's Sidoti & Company, LLC Experience 2000 - 2006
Job Equity Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Steve Ferazani, CFA's Sidoti & Company, LLC Experience June 2006 - December 2010
Job Equity Research Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald August 2015 - Present
Odeon Capital Group LLC July 2014 - August 2015
Institutional Research Group January 2011 - June 2014
Sidoti & Company, LLC June 2006 - December 2010
Standard & Poor's September 2003 - June 2006
Skills
Series 7, 63, 86, 87
Education
Dartmouth College
Bachelor of Arts (B.A.), Government
New York University
MA, Journalism
Cantor Fitzgerald August 2015 - Present
Odeon Capital Group LLC July 2014 - August 2015
Institutional Research Group January 2011 - June 2014
Sidoti & Company, LLC June 2006 - December 2010
Standard & Poor's September 2003 - June 2006
Skills
Series 7, 63, 86, 87
Education
Dartmouth College
Bachelor of Arts (B.A.), Government
New York University
MA, Journalism
Edward Marshall's Sidoti & Company, LLC Experience September 2006 - Present
Job Senior Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC September 2006 - Present
SunAmerica Mutual Funds June 2003 - September 2006
Skills
Bloomberg, Alternative Investments, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Investments, Bloomberg Terminal, Series 7, Securities, Series 63, Series 86, Series 87
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Economics
Sidoti & Company, LLC September 2006 - Present
SunAmerica Mutual Funds June 2003 - September 2006
Skills
Bloomberg, Alternative Investments, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Investments, Bloomberg Terminal, Series 7, Securities, Series 63, Series 86, Series 87
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (B.A.), Economics
Alex Strauss's Sidoti & Company, LLC Experience May 2014 - Present
Job Institutional Equity Sales at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC May 2014 - Present
Solvay May 2013 - August 2013
Skills
Finance
Education
Penn State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Virginia 2012 — 2012
Christian Brothers Academy 2006 — 2010
Sidoti & Company, LLC May 2014 - Present
Solvay May 2013 - August 2013
Skills
Finance
Education
Penn State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Virginia 2012 — 2012
Christian Brothers Academy 2006 — 2010
Paul McEnroe's Sidoti & Company, LLC Experience
Job Sales Trader at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC
Education
Seton Hall University School of Law
JD
University of Richmond
Bachelor of Arts (BA)
Sidoti & Company, LLC
Education
Seton Hall University School of Law
JD
University of Richmond
Bachelor of Arts (BA)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial