Silver Bridge
Industry: Suspension bridge in Mason County, West Virginia
DescriptionThe Silver Bridge was an eyebar-chain suspension bridge built in 1928 and named for the color of its aluminum paint. The bridge carried U.S. Route 35 over the Ohio River, connecting Point Pleasant, West Virginia, and Gallipolis, Ohio. Total length: 2,235′ Opened: May 30, 1928 Bridge type: Suspension bridge Design life: 39 years Location: Point Pleasant, Kanauga, Ohio Did you know: Unlike the standard chain-link suspension bridges being built across the country at that time, the Silver Bridge was created with an eyebar design, with the cables anchored to stiff metal rods. study.com
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Silver Bridge Employees
JLens Investor Network 2012 - Present
Silver Bridge 2011 - 2013
Harvard Community Partners 2007 - 2011
Extend Fertility Inc. 2004 - 2007
Merrill Lynch, Private Wealth Mgmt 2003 - 2004
Walden Asset Management, SRI Small Cap Fund June 2002 - August 2002
J.P. Morgan, Private Client Group 1999 - 2001
J.P. Morgan, Investment Banking 1997 - 1999
Skills
Impact Investing, Strategic Financial..., Social Enterprise, Nonprofits, Investment Strategies, Wealth Management, Portfolio Management, Business Planning, Financial Services, Finance, Venture Capital, Private Equity, Investments, Strategic Planning, Economic Development, Fundraising, Entrepreneurship, Business Strategy, Strategy, Public Speaking, Mutual Funds
Education
Harvard Business School 2001 — 2003
MBA
Tufts University 1993 — 1997
1997, Economics
CERTIFIED FINANCIAL PLANNER
Passed exam in 2010
Silver Bridge May 2006 - August 2013
WilmerHale February 2001 - May 2006
Digital Goods - SoftLock.com August 1999 - April 2001
Stream International April 1998 - August 1999
Skills
Windows Server 2000-2008, Vmware ESXi, MSI Packaging, VBScript, C# 2.0, AutoIt, Batch Files, Microsoft SQL Server, SharePoint, iPhone Support, Blackberry OS, Android, VMware View, RSA SecurID, Terminal Server, Microsoft Office 2003, Sonicwall, Cisco IOS, VoIP, WiFi, Computer Hardware, iPad, Computer Repair, Trend Micro, WSUS, Autonomy iManage, eForms, Project Management, Department Budgeting, Staff Management, Department Coordination, unidesk, Netbrain, Spiceworks, IT Security Policies, Surveillance, Floor Security..., Inventory Management, Asset Managment, Secure Remote Access, Microsoft Operating..., IT Operations, Symantec Backup, NAS, SAN, Dell PowerEdge Servers, Adtran, Cisco IP Phones, Hands-on Training, Technical Documentation
Education
New England Institute of Technology
Beacon Pointe Wealth Advisors September 2015 - Present
Banyan Partners August 2013 - January 2015
Silver Bridge August 2010 - August 2013
Bostonian Group October 2006 - August 2010
Mathers Financial Group, Inc August 1999 - September 2006
Bradley Advisory Group, Inc August 1995 - August 1999
Skills
Leadership, Personal Financial..., Wealth Management, Business Development, Estate Planning, Client Services, High Net Worth..., Management, Financial Planning, Account Management, Asset Allocation, Investments, Asset Management, Estate Tax Planning, Finance, Financial Advisory, Investment Management, Wealth Management..., Relationship Management, Equities, Financial Analysis, Due Diligence, Financial Services, Strategic Planning, Investment Advisory
Education
Ulster University 1984 — 1988
BA (Honors) Business Studies, Marketing
St. Patrick's College, Maynooth 1993 — 1994
Diploma Philosophy, Philosophy
University of San Francisco 1989 — 1989
Business, Export Marketing Certificate at McLaren College of Business
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Bushari Group Real Estate February 2015 - Present
Legg Mason Investment Counsel January 2014 - March 2014
Silver Bridge January 2012 - August 2013
Silver Bridge Advisors January 2010 - December 2011
Silver Bridge Advisors July 2007 - December 2009
Deutsche Bank Trust Company June 2005 - June 2007
Skills
Wealth Management, Portfolio Management, Financial Services, Strategic Financial..., Marketing Strategy, Marketing Communications, Trust Management, Estate Planning, Analysis, Investment Advisory, Strategic Planning, Business Strategy, Private Banking, Marketing, Strategy, Mergers & Acquisitions, Wealth, Financial Advisory, Start-ups, Wealth Management..., CRM
Education
Lafayette College 2001 — 2005
Bachelor of Arts, Mathematics
New Canaan High School
Institute of Certified Bankers 2007 — 2008
Certified Trust and Financial Advisor (CTFA), American Bankers Association National and Graduate Trust Schools
Morgan Stanley Wealth Management May 2015 - Present
Boston Private Wealth August 2013 - May 2015
Silver Bridge April 1993 - July 2013
Boston Safe Deposit and Trust 1988 - 1993
Excalibur Ventures September 1986 - 1988
Skills
Financial Analysis, Investments, Wealth Management, Asset Allocation, Event Planning, Portfolio Management, Strategic Financial..., Equities, Asset Managment, Corporate Finance, Mergers, Due Diligence
Education
Rochester Institute of Technology 1983 — 1985
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
CFA Institute 1990 — 1991
Chartered Financial Analyst
Goulston & Storrs October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge January 2001 - August 2013
Skills
Financial Services, Financial Reporting, Accounting
Education
Northeastern University 2007 — 2009
BS, Business Management
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge July 2010 - July 2013
H&S Financial Advisors LLC April 2007 - July 2010
Skills
Analysis, Research, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Strategy, Financial Advisory, Risk Management, Strategic Financial..., Entrepreneurship, Finance, Retirement Planning, Management, Wealth Management..., Investment Advisory, Wealth, Wealth Management, Financial Planning
Education
University of San Diego 2003 — 2006
Bachelors, Business with emphasis in Finance
Los Gatos High School 1999 — 2003
Bank of America September 2014 - Present
State Street Bank November 2013 - September 2014
Silver Bridge April 2008 - August 2013
Bank of America May 2006 - April 2008
Bank of America August 2004 - May 2006
Bank of America March 1999 - August 2004
Bank of America May 1997 - March 1999
Skills
Financial Analysis, Regulatory Filings, Communication, Public Speaking, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Advent (APX, Moxy), CAPS, SEI, First Rate, PACE, Bloomberg, Lipper, Indata, Advisor, Portview, Advisor Decide, Westlaw, Lexis Nexis
Education
Massachusetts School of Law 2010 — 2013
Juris Doctor, Contracts, Compliance, Taxation
Bentley University 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Boston University 1990 — 1992
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Moscow State Lenin Pedagogical Institute 1980 — 1984
Bachelor of Arts (B.A.), English and French
Boston Private Wealth LLC August 2013 - Present
Silver Bridge March 2012 - August 2013
US Bank November 2011 - March 2012
Skills
Bloomberg
Education
Bentley University 2007 — 2011
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Boston Private Wealth LLC August 2013 - Present
Silver Bridge July 2007 - August 2013
Bank of America 2006 - 2007
US Navy 1999 - 2003
Skills
Portfolio Management, Asset Allocation, Equities, Financial Modeling, Analysis, Investments, Strategy, Bloomberg, Mutual Funds, Wealth Management
Education
University of Rhode Island - College of Business Administration
MBA, Finance
Case Western Reserve University 1992 — 1997
BS, Chemical Engineering
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
Bank of the West, an affiliate of BNP Paribas April 2015 - Present
SPI Partners, LLC January 2013 - March 2015
Silver Bridge January 2006 - December 2012
Atlantic Trust 2002 - 2005
FleetBoston Financial 2001 - 2002
Chase Manahattan Bank 1993 - 2000
Mellon Bank Corporation, The Boston Company 1990 - 1993
KPMG 1984 - 1990
Boston College 1984 - 1990
Skills
Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions, Marketing Strategy, Asset Managment, Investments, Start-ups, Financial Services, Private Banking, Asset Allocation, Hedge Funds, Private Equity, Asset Management, Strategic Financial..., Wealth Management..., Estate Planning, Succession Planning, Strategy, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Management, High Net Worth..., Wealth, Equities, Finance, Financial Planning, Investment Strategies
Education
Boston College
BA, Economics and Philosophy
Boston University School of Law
LL.M., Taxation
University of Miami School of Law
JD
Castle Horizon, LLC August 2014 - Present
Banyan Partners August 2013 - July 2014
Silver Bridge December 2006 - July 2013
Atlantic Trust December 2001 - December 2006
State Street Corporation 2000 - 2001
State Street 1999 - 2000
Silver Platter Information Inc. 1997 - 1999
BGS Systems, Inc. 1994 - 1997
MITRE Corporation 1991 - 1994
Skills
Software Development, Enterprise Architecture, Agile Project Management, Databases, Microsoft SQL Server, C#, Java, C++, Unix, XML, Software Engineering, Project Management, Strategic Planning, Enterprise Software, Object Oriented Design, Distributed Systems, ASP.NET, JavaScript, Integration, Web Services, Financial Services, Business Process..., TCP/IP, Disaster Recovery, Business Analysis, Architectures, Strategy, Security, Agile Methodologies, CRM, Analysis, SQL
Education
Northeastern University 1992 — 1994
Master's Degree, Computer Science
Northeastern University 1986 — 1991
Bachelor's Degree, Physics, Math (Minor)
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Rice Heard & Bigelow September 2013 - Present
Silver Bridge November 2007 - August 2013
Bank of New York Mellon July 2006 - October 2007
Skills
Asset Allocation, Valuation, Bloomberg, Mutual Funds, Investments
Education
Suffolk University 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2001 — 2005
Bachelors, Finance
Standard Life Investments September 2013 - Present
Silver Bridge January 2012 - August 2013
Advent International October 2009 - January 2012
Babson Capital 2005 - November 2009
Babson Capital Management March 2005 - October 2007
Oppenheimer & Co. February 2004 - March 2005
Education
Fitchburg State University 2006 — 2008
Masters, Business Administration
Endicott College 1999 — 2002
Bachelors, Communications
FINRA Class
Debbi's Dance etc September 2010 - Present
Mandara Spa October 2014 - July 2015
Antidote Spa November 2009 - August 2013
Silver Bridge June 2007 - July 2008
State Street 2002 - 2007
Skills
Fixed Income, Coaching, Microsoft Office, Equities, Wealth Management, Account Reconciliation, Microsoft Excel, Financial Services, Public Speaking, Investments, Social Media, Forecasting, Asset Allocation, Business Analysis, Process Improvement, Strategic Financial..., Financial Analysis, Time Management, Management, Financial Planning, Portfolio Management
Education
Roger Williams University 2000 — 2002
Bachelor of Arts (BA), Business Administration, Management and Operations
Roger Williams University Mario J. Gabelli School of Business 1998 — 2001
Bachelor's degree, Business Administration and Management, General
Ropes Wealth Advisors LLC January 2015 - Present
Banyan Partners August 2013 - December 2014
Silver Bridge July 2010 - August 2013
Silver Bridge 2006 - July 2010
State Street Bank March 2005 - December 2006
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Investment Strategies
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
B.S., Business Administration
NRHS
Silver Bridge November 2011 - February 2013
Cynthia L. Adams Harrison Performance Consulting 1992 - 2011
Skills
Leadership, Succession Planning, Talent Management, Strategic Planning, Family Office, Business Strategy, Mergers & Acquisitions, Marketing Strategy, Start-ups, Asset Allocation, Family Business, Strategic Financial..., Wealth Management, Executive Coaching, High Net Worth..., Organizational..., Management, Leadership Development, Athletics, Team Building, Wealth, Training, Entrepreneurship, Strategy, Executive Management, Small Business, Estate Planning, Financial Services, Financial Advisory, Executive Development, Public Speaking, Management Consulting
Education
Boston University 1987 — 1992
MSW, ED. D., Clinical Social Work and Developmental Studies with a specialization in Sport Psychology
Arizona State University
Bachelor of Science (B.S.), Political Science and Psychology
Ropes Wealth Advisors LLC January 2015 - Present
Ropes & Gray LLP April 2014 - December 2014
Banyan Partners August 2013 - April 2014
Silver Bridge May 2007 - July 2013
Atlantic Trust May 2001 - May 2007
JP Morgan Chase 1998 - 2001
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Bloomberg, Mutual Funds, Economics, Investment Management, Asset Management, Wealth Management, Equities, Trading, Financial Analysis, Strategic Financial..., Financial Services, Private Equity, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA/MSF, Economics
Boston College 1994 — 1998
BA, English
Boston Latin School
Bond Brothers August 2013 - Present
Silver Bridge February 2012 - July 2013
ScooterBug July 2008 - February 2012
Ravid Designs January 2007 - December 2010
The Mishra Group January 2008 - May 2008
CBS Outernet October 2007 - January 2008
CBS Outernet 2007 - 2008
Skills
Advertising, Email Marketing, Marketing, Online Advertising, SEO
Education
Suffolk University 2002 — 2006
B.S.B.A, Marketing
Suffolk University - Sawyer Business School 2002 — 2006
BSBA, Marketing
Silver Bridge September 2010 - March 2013
Bostonian Wealth May 2010 - September 2010
The Bostonian Group 2007 - 2010
Skills
Wealth Management, Strategic Financial..., Insurance, High Net Worth..., Investments, Financial Services, PowerPoint, Mutual Funds, Microsoft Excel, Asset Management, Asset Allocation, Financial Analysis, Strategic Planning, Microsoft Office
Education
Framingham State University 1996 — 2000
B.A., Studio Art/Art History
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992