Silver Bridge Advisors

Industry: Asset management company

Description

Headquarters: Boston, MA Founded: 1988

Silver Bridge Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Silver Bridge Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Silver Bridge Advisors Employees

Employee
Years
Job
Industry
Jonathan Carlson Jonathan Carlson Greater Boston Area Details
Jonathan Carlson's Silver Bridge Advisors Experience September 2009 - May 2010
Job Senior Manager, Marketing Programs at Brand Networks
Industry Marketing and Advertising
Experience
Brand Networks  July 2015 - Present
Philo  June 2014 - July 2015
RAIN Group  January 2013 - June 2014
RAIN Group  June 2011 - January 2013
Handel and Haydn Society  June 2010 - June 2011
Silver Bridge Advisors   September 2009 - May 2010
Boston National Historic Parks   May 2008 - August 2008
New England Cable News  May 2008 - August 2008
NOVA - WGBH Boston   May 2007 - August 2007

Skills
Research, Event Planning, Marketing, Social Media, Online Advertising, Advertising, Project Management, Marketing Strategy, Microsoft Office, Email Marketing, Copywriting, Public Speaking, Online Marketing, Blogging, Market Research, Lead Generation, Sales, Social Media Marketing, Content Development

Education
Tufts University   2005 — 2009
B.A., English; Communications and Media Studies (minor)

Weston High

Jia Guo Jia Guo Greater New York City Area Details
Jia Guo's Silver Bridge Advisors Experience February 2012 - April 2012
Job Mutual Fund Tax at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs  April 2015 - Present
JPMorgan Chase  February 2013 - April 2015
Silver Bridge Advisors   February 2012 - April 2012
Clark University  January 2012 - April 2012
Clark University Student Managed Investment Fund   August 2011 - February 2012
Main South Community Development Corporation  January 2011 - October 2011
People’s Procuratorate of Nanshan District (PPNS)   January 2010 - March 2010

Skills
Algorithms Trading, Bloomberg, Equity Research, Financial Analysis, Stock Valuation, Asset Allocation, Performance Analysis, Portfolio Management, Strategic Planning, Microsoft Excel, Data Analysis, DCF, Teamwork

Education
Clark University   2010 — 2012
Master of Science (MS), Finance, 4.0/4.0

Shenzhen University   2006 — 2010
Bachelor's degree, Economics, 3.8/4.0

Shenzhen University   2006 — 2010
Bachelor's degree, Law

Deirdre Prescott Deirdre Prescott Greater Boston Area Details
Deirdre Prescott's Silver Bridge Advisors Experience November 2008 - December 2009
Job President, Sandy Cove Advisors, LLC
Industry Investment Management
Experience
Sandy Cove Advisors, LLC - A Multi-Family Office   February 2010 - Present
Silver Bridge Advisors   November 2008 - December 2009
Lehman Brothers  January 2006 - November 2008
BNY Mellon  April 1989 - December 2005

Skills
Wealth Management, Family Office Services, Divorce Planning, Investments, Family Business, Wealth, Strategic Financial..., Family Office, Estate Tax Planning, Due Diligence, Income Tax, Wealth Management..., ETFs, High Net Worth..., Alternative Investments, Investment Advisory, Retirement Planning, Insurance, Private Equity, Financial Advisory, Hedge Funds, Series 63, Marketing, Series 7, Mutual Funds, Estate Planning, Financial Analysis, New Business Development, Business Development, Asset Allocation, Investment Management, Private Banking, Financial Services, Investment Strategies, Asset Management, CRM, Strategy, Management, Start-ups, Trusts, Fixed Income, FINRA, Securities, Succession Planning, Loans, Mergers & Acquisitions, Bloomberg, Portfolio Management, Finance, Equities

Education
Bentley University   1993 — 1999
Master's in Finance

Providence College   1981 — 1985
B.S., Accounting

Shannon Webb Shannon Webb Greater Boston Area Details
Shannon Webb's Silver Bridge Advisors Experience 2010 - 2011
Job Trust Client Service Administrator at Ropes and Gray
Industry Financial Services
Experience
Ropes and Gray  May 2015 - Present
UBS Financial Services, Inc.   March 2012 - April 2015
Silver Bridge Advisors   2010 - 2011
Estabrook and Chamberlain Inurance Agency   2003 - 2004
TFC Financial Mangement   2002 - 2003
Atlantic Trust Company  2000 - 2002
Atlantic Trust Company  2000 - 2000
Atlantic Trust Company  1999 - 2000
Atlantic Trust Company  1997 - 1999
BNY Mellon  1996 - 1997

Education
Bridgewater State College   1992 — 1996
BS, Psychology

Andrea Saum Turner Andrea Saum Turner Boston, Massachusetts Details
Andrea Saum Turner's Silver Bridge Advisors Experience January 2010 - December 2011
Job Real Estate Specialist at Bushari Group Real Estate
Industry Real Estate
Experience
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

Anastasia Mathis Anastasia Mathis Greater Boston Area Details
Anastasia Mathis's Silver Bridge Advisors Experience July 2011 - December 2011
Job Independent Information Technology in Graphic Design Industry Consultant
Industry Marketing and Advertising
Experience
Virtual Galaxy Productions   May 2011 - September 2012
Michael Burris Catering   2012 - 2012
Silver Bridge Advisors   July 2011 - December 2011
Aquent  1997 - 2008
Ross Culbert & Lavery, Inc.   2006 - 2007
SSgA  2005 - 2005
The Boston Consulting Group  1998 - 1999

Skills
Graphic Design, Catalogs, Advertising, Email Marketing, Layout, Marketing, Adobe Creative Suite, Corporate Identity, Adobe Acrobat, Creative Direction, Web Design, Direct Mail, Project Management, Brand Development, Graphics, Content Strategy, Mac, WordPress, Management, Brochures, Art Direction, InDesign, Corporate Branding, Interaction Design, QuarkXPress, Illustrator, Typography, User Experience, Branding & Identity, Information Architecture, Photoshop, Dreamweaver

Education
Lesley University   2001 — 2003

Boston University
Project Management Certificate, Project Management

Portland Community College

Isabelle Engelsted Isabelle Engelsted Greater Boston Area Details
Isabelle Engelsted's Silver Bridge Advisors Experience June 2010 - August 2010
Job MBA Candidate
Industry Financial Services
Experience
Cambridge Center for Adult Education  January 2013 - August 2015
M&T Bank  July 2013 - April 2015
M&T Bank  July 2013 - June 2014
Floyd Advisory, LLC  September 2011 - September 2012
Silver Bridge Advisors   June 2010 - August 2010

Skills
Corporate Finance, Valuation, Data Analysis, Investments, Finance, Accounting, Financial Analysis, Business Strategy, Microsoft Office, Financial Accounting, Portfolio Management, Precision Leadership, Project Management, Risk Management, Bank Secrecy Act, Anti Money Laundering

Education
Dartmouth College   2009 — 2013
BA, Geography

Tuck School of Business - Bridge Program

Phillips Academy   2006 — 2009

Tom Manning Tom Manning Greater Boston Area Details
Tom Manning's Silver Bridge Advisors Experience December 2012 - August 2013
Job Chief Investment Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
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

Julie Colucci Julie Colucci Greater Boston Area Details
Julie Colucci's Silver Bridge Advisors Experience February 2008 - July 2010
Job Client Account Team Supervisor at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management  October 2010 - Present
Silver Bridge Advisors   February 2008 - July 2010
Silver Bridge Advisors   February 2006 - February 2008
Boston Financial Data Services  October 2005 - February 2006
Natixis Global Associates  November 2003 - September 2005
Natixis Global Advisors   September 2002 - November 2003
Fidelity Investments  September 2001 - August 2002
Enmed Inc.   September 2000 - April 2001
Consumer Credit Counseling Service  February 1994 - September 2000

Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation

Education
State University of New York College at Geneseo   1987 — 1991
BS, Elementary Education

Amy Gribaudo Amy Gribaudo West Roxbury, Massachusetts Details
Amy Gribaudo's Silver Bridge Advisors Experience June 2010 - August 2010
Job Connell School of Nursing, Undergraduate Programs Assistant at Boston College
Industry Higher Education
Experience
Boston College  September 2015 - Present
Boston College  August 2013 - August 2015
Stonehill College  June 2014 - May 2015
Stonehill College  June 2014 - August 2014
EMC  July 2011 - August 2013
Silver Bridge Advisors   June 2010 - August 2010

Skills
Microsoft Office, Fixed Income, PowerPoint, Risk Management, Bloomberg, Finance, Accounting, Research, Public Speaking, Microsoft Word, Portfolio Management, Microsoft Excel, Social Media, Investments, Nonprofits, Event Planning, Financial Analysis, Leadership, Community Outreach, Higher Education

Education
Boston College   2013 — 2015
Master's Degree

Stonehill College   2007 — 2011
Bachelor of Science

Samantha Kaminsky Samantha Kaminsky San Francisco, California Details
Samantha Kaminsky's Silver Bridge Advisors Experience 2009 - 2009
Job Sales Operations at Eventbrite
Industry Internet
Experience
Eventbrite  July 2014 - Present
JPMorgan  July 2013 - June 2014
JP Morgan  July 2010 - June 2013
Silver Bridge Advisors   2009 - 2009

Skills
Investment Banking, Financial Modeling, Equities, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Capital Markets, Valuation

Education
Middlebury College

Kofi Quansah, CAIA Kofi Quansah, CAIA Greater Boston Area Details
Kofi Quansah, CAIA's Silver Bridge Advisors Experience April 2010 - March 2011
Job Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  January 2012 - Present
Avid Technology  February 2011 - October 2011
Silver Bridge Advisors   April 2010 - March 2011
Societe Generale  December 2008 - August 2009

Education
Clark University   2009 — 2011

Tom Oppedisano Tom Oppedisano Greater Boston Area Details
Tom Oppedisano's Silver Bridge Advisors Experience July 2008 - September 2009
Job Fund Accounting Supervisor at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman  September 2013 - Present
Brown Brothers Harriman  June 2010 - September 2013
Silver Bridge Advisors   July 2008 - September 2009

Skills
Excel, Word, Bloomberg, Reconciling, PowerPoint, Bank Reconciliation, Microsoft Word, Microsoft Excel, Investments, Securities

Education
Suffolk University - Sawyer School of Management   2009 — 2011
Masters of Science in Finance

Colgate University   2004 — 2008
BA, Religious Studies

Lauren Gates Lauren Gates Greater Boston Area Details
Lauren Gates's Silver Bridge Advisors Experience January 2008 - July 2010
Job Tax Manager at CohnReznick LLP
Industry Law Practice
Experience
CohnReznick LLP  January 2013 - Present
The Flatley Company  July 2010 - November 2012
Silver Bridge Advisors   January 2008 - July 2010
WilmerHale  June 2005 - June 2010
DJ Gustafson & Co PC   August 1997 - June 2005
Ercolini & Company LLP  October 1995 - August 1997
BankBoston  August 1989 - October 1995

Skills
Tax Preparation, Tax, Income Tax, Tax Research, Microsoft Excel, Financial Analysis, Partnership Taxation, Real Estate, General Ledger, Tax Law, Bookkeeping, Microsoft Word, Trust Administration, Estate Administration, High Net Worth..., Strategic Financial..., Estate Tax Planning, Trusts, Financial Planning

Education
Suffolk University   2003 — 2004
MS, Taxation

Bentley University   1982 — 1986
BS, Accounting

Timothy Naber Timothy Naber New York, New York Details
Timothy Naber's Silver Bridge Advisors Experience December 2010 - July 2011
Job Associate at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank  April 2015 - Present
SSA & Company  February 2014 - December 2014
Lincolnshire Management  November 2011 - December 2013
Silver Bridge Advisors   December 2010 - July 2011
Riverfront Realtors   2010 - 2011

Skills
Private Equity, Investments, Entrepreneurship, Management, Financial Structuring, Valuation, Financial Modeling, Due Diligence, Investment Banking, Financial Advisory, Corporate Finance, Financial Accounting, Mergers & Acquisitions, Financial Analysis, Venture Capital, LBO, Equity Research, Asset Managment, Asset Management, Alternative Investments

Education
Boston College   2005 — 2009
Bachelor of Science (B.S.)

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