Silvercrest Asset Management
Industry: Company
DescriptionFounded: 2002 Parent organization: Silvercrest Asset Management Group Inc Subsidiaries: Jamison, Eaton & Wood, Inc., Silvercrest Investors LP, Sam Alternative Solutions, Inc.
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Silvercrest Asset Management Employees
Employee
Years
Job
Industry
Connor Grealy Connor Grealy's Silvercrest Asset Management Experience June 2013 - August 2013
Job Analyst at Acadia Realty Trust
Industry Real Estate
Experience
Acadia Realty Trust June 2014 - Present
Silvercrest Asset Management June 2013 - August 2013
Clearview Capital June 2012 - August 2012
Skills
Economics
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Acadia Realty Trust June 2014 - Present
Silvercrest Asset Management June 2013 - August 2013
Clearview Capital June 2012 - August 2012
Skills
Economics
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
M. Madeline Roberts M. Madeline Roberts's Silvercrest Asset Management Experience May 2009 - August 2009
Job Associate Attorney at Bowles Liberman & Newman LLP
Industry Legal Services
Experience
Credit Suisse June 2015 - 2015
Kirkland & Ellis Corporate Lab January 2013 - December 2013
Kent, Beatty & Gordon, LLP June 2013 - August 2013
Kennedy & Hughes, PLLC June 2012 - August 2012
The Primary Source 2007 - 2011
Office of House Representative and Minority Leader Bradley Jones May 2010 - August 2010
Silvercrest Asset Management May 2009 - August 2009
Senator Bob Corker’s 2006-US Senatorial Campaign 2006 - 2006
Skills
Research, Westlaw, LexisNexis, Bloomberg, EDGAR, Public Policy, Public Speaking, Securities, Politics, Policy Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Corporate Finance, Regulatory Compliance, PowerPoint, Editing, Microsoft Word, Spanish, Community Outreach, Nonprofits, Corporate Law, Tax Law, Market Analysis, Project Finance, International..., International Relations, Political Campaigns, Political Communication, Stock Market Analysis, Art History, Wealth Management..., Estate Tax Planning, Curatorial Projects, Museums, Non-profit..., Corporate Governance, Corporate Tax, Real Estate, Real Estate Transactions, International Law, International Business..., Real Estate Private..., Private Equity, Business Analysis, ISDA, Securities Regulation, SEC, Legal Research
Education
University of Chicago Law School 2011 — 2014
Juris Doctor (J.D.), Law
Tufts University 2007 — 2011
Bachelor's Degree, B.A. Political Science & Art History, Summa cum laude (GPA: 4.0/4 in both majors, respectively)
Credit Suisse June 2015 - 2015
Kirkland & Ellis Corporate Lab January 2013 - December 2013
Kent, Beatty & Gordon, LLP June 2013 - August 2013
Kennedy & Hughes, PLLC June 2012 - August 2012
The Primary Source 2007 - 2011
Office of House Representative and Minority Leader Bradley Jones May 2010 - August 2010
Silvercrest Asset Management May 2009 - August 2009
Senator Bob Corker’s 2006-US Senatorial Campaign 2006 - 2006
Skills
Research, Westlaw, LexisNexis, Bloomberg, EDGAR, Public Policy, Public Speaking, Securities, Politics, Policy Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Corporate Finance, Regulatory Compliance, PowerPoint, Editing, Microsoft Word, Spanish, Community Outreach, Nonprofits, Corporate Law, Tax Law, Market Analysis, Project Finance, International..., International Relations, Political Campaigns, Political Communication, Stock Market Analysis, Art History, Wealth Management..., Estate Tax Planning, Curatorial Projects, Museums, Non-profit..., Corporate Governance, Corporate Tax, Real Estate, Real Estate Transactions, International Law, International Business..., Real Estate Private..., Private Equity, Business Analysis, ISDA, Securities Regulation, SEC, Legal Research
Education
University of Chicago Law School 2011 — 2014
Juris Doctor (J.D.), Law
Tufts University 2007 — 2011
Bachelor's Degree, B.A. Political Science & Art History, Summa cum laude (GPA: 4.0/4 in both majors, respectively)
Carter Clarke Carter Clarke's Silvercrest Asset Management Experience February 2015 - June 2015
Job Student at HampdenSydney College
Industry Investment Management
Experience
Silvercrest Asset Management February 2015 - June 2015
Silvercrest Asset Management December 2013 - January 2014
Silvercrest Asset Management June 2013 - August 2013
Skills
Economics, Mathematics, History, Rhetoric, Spanish, Dedication to work, Finance
Education
Hampden-Sydney College 2010 — 2014
Bachelor's degree, Economics
University of Virginia 2012 — 2012
Silvercrest Asset Management February 2015 - June 2015
Silvercrest Asset Management December 2013 - January 2014
Silvercrest Asset Management June 2013 - August 2013
Skills
Economics, Mathematics, History, Rhetoric, Spanish, Dedication to work, Finance
Education
Hampden-Sydney College 2010 — 2014
Bachelor's degree, Economics
University of Virginia 2012 — 2012
Jason Norinsky Jason Norinsky's Silvercrest Asset Management Experience July 2012 - May 2013
Job Corporate Associate at Weil, Gotshal & Manges LLP
Industry Financial Services
Experience
Harlem Arts Festival February 2015 - Present
Weil, Gotshal & Manges LLP September 2014 - Present
PwC September 2013 - September 2014
Silvercrest Asset Management July 2012 - May 2013
US Securities and Exchange Commission January 2012 - May 2012
Skills
Legal Writing, Valuation, Legal Research, Portfolio Assessment, Securities Regulation, Business Strategy, Analysis, Investments, Courts, Private Equity, Portfolio Management, Due Diligence, Financial Research, Data Analytics, Logical Data Modeling, Leadership, Corporate Law, Equities
Education
University of Virginia School of Law 2010 — 2013
J.D., Banking, Corporate, Finance, and Securities Law
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.); Minor in Global Change
Harlem Arts Festival February 2015 - Present
Weil, Gotshal & Manges LLP September 2014 - Present
PwC September 2013 - September 2014
Silvercrest Asset Management July 2012 - May 2013
US Securities and Exchange Commission January 2012 - May 2012
Skills
Legal Writing, Valuation, Legal Research, Portfolio Assessment, Securities Regulation, Business Strategy, Analysis, Investments, Courts, Private Equity, Portfolio Management, Due Diligence, Financial Research, Data Analytics, Logical Data Modeling, Leadership, Corporate Law, Equities
Education
University of Virginia School of Law 2010 — 2013
J.D., Banking, Corporate, Finance, and Securities Law
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.); Minor in Global Change
Frasier Esty Frasier Esty's Silvercrest Asset Management Experience June 2013 - August 2013
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust December 2014 - Present
U.S. Trust September 2013 - November 2014
Silvercrest Asset Management June 2013 - August 2013
Hamlin Capital Management June 2012 - July 2012
Essex Financial Services July 2011 - August 2011
Hamlin Capital Management June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), History and Political Science
Bessemer Trust December 2014 - Present
U.S. Trust September 2013 - November 2014
Silvercrest Asset Management June 2013 - August 2013
Hamlin Capital Management June 2012 - July 2012
Essex Financial Services July 2011 - August 2011
Hamlin Capital Management June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), History and Political Science
Andre Peters, CPA Andre Peters, CPA's Silvercrest Asset Management Experience January 2012 - March 2012
Job Associate Director at Financial Services Company
Industry Financial Services
Experience
Financial Services Company March 2012 - March 2013
Silvercrest Asset Management January 2012 - March 2012
Deutsche Bank October 2010 - September 2011
GlobeOp Financial Services June 2008 - August 2010
Global Strategies Investment Management August 2005 - June 2008
GlobeOp Financial Services May 2002 - August 2005
PwC September 1998 - April 2002
BNY Mellon March 1997 - September 1998
Skills
Equities, Financial Analysis, Hedge Funds, Financial Reporting, Capital Markets, Accounting, Microsoft Excel, Auditing, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, General Ledger, Wealth Management
Education
University of Maryland University College 2010 — 2013
Master of Science (MS), Finance and Financial Management Services
Baruch College-Zicklin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Financial Services Company March 2012 - March 2013
Silvercrest Asset Management January 2012 - March 2012
Deutsche Bank October 2010 - September 2011
GlobeOp Financial Services June 2008 - August 2010
Global Strategies Investment Management August 2005 - June 2008
GlobeOp Financial Services May 2002 - August 2005
PwC September 1998 - April 2002
BNY Mellon March 1997 - September 1998
Skills
Equities, Financial Analysis, Hedge Funds, Financial Reporting, Capital Markets, Accounting, Microsoft Excel, Auditing, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, General Ledger, Wealth Management
Education
University of Maryland University College 2010 — 2013
Master of Science (MS), Finance and Financial Management Services
Baruch College-Zicklin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Christopher M. Turner Christopher M. Turner's Silvercrest Asset Management Experience April 2002 - October 2009
Job Managing Director at The Leo Group, LLC
Industry Financial Services
Experience
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
Christina Bradley Christina Bradley's Silvercrest Asset Management Experience April 2014 - May 2014
Job Administrative Assistant
Industry Financial Services
Experience
Goldman Sachs August 2014 - August 2015
Silvercrest Asset Management April 2014 - May 2014
Swanke Hayden Connell Architects October 2013 - March 2014
Och-Ziff Capital Management September 2013 - October 2013
Lubiam June 2013 - September 2013
Mega Vision, Inc. March 2012 - November 2012
Ross Stores-Buying Office March 2011 - October 2011
Solomon Page Group February 2011 - February 2011
Bluefly October 2010 - December 2010
Skills
Temporary Staffing, Outlook, Management, Microsoft Excel, Sales, Human Resources, Customer Service, Microsoft Office, Microsoft Word
Education
Fashion Institute of Technology 2006 — 2008
Bachelor's Degree, Textile Design
Fashion Institute of Technology 2003 — 2006
Associate's Degree, Communications Design
Goldman Sachs August 2014 - August 2015
Silvercrest Asset Management April 2014 - May 2014
Swanke Hayden Connell Architects October 2013 - March 2014
Och-Ziff Capital Management September 2013 - October 2013
Lubiam June 2013 - September 2013
Mega Vision, Inc. March 2012 - November 2012
Ross Stores-Buying Office March 2011 - October 2011
Solomon Page Group February 2011 - February 2011
Bluefly October 2010 - December 2010
Skills
Temporary Staffing, Outlook, Management, Microsoft Excel, Sales, Human Resources, Customer Service, Microsoft Office, Microsoft Word
Education
Fashion Institute of Technology 2006 — 2008
Bachelor's Degree, Textile Design
Fashion Institute of Technology 2003 — 2006
Associate's Degree, Communications Design
Scott A. Salisbury Scott A. Salisbury's Silvercrest Asset Management Experience 2004 - 2006
Job Senior Vice President Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Dave Murdock Dave Murdock's Silvercrest Asset Management Experience May 2013 - May 2014
Job Vice President at Brownson, Rehmus & Foxworth, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Brownson, Rehmus & Foxworth, Inc. February 2015 - Present
Silvercrest Asset Management May 2013 - May 2014
Northern Trust September 2005 - February 2013
Ernst & Young January 2002 - October 2005
AXA Advisors July 1992 - January 2002
Skills
Wealth Management, Portfolio Management, Investment Management, Private Equity, Asset Allocation, Hedge Funds, Alternative Investments, Venture Capital, Strategy, Personal Financial..., Angel Investing, Start-up Ventures, Income Tax Planning and..., Estate Tax Planning, Macroeconomic Strategy, Investments, Asset Management, Strategic Financial..., Morningstar, Investment Advisory, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Kansas 1988 — 1992
BS, Business/Finance
Janice Bennett Janice Bennett's Silvercrest Asset Management Experience November 2011 - December 2012
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
Brendan J. Thrapp's Silvercrest Asset Management Experience June 2010 - August 2011
Job Commercial Leasing at EXR Group
Industry Real Estate
Experience
EXR Group September 2015 - Present
Mason Capital Management LLC August 2014 - April 2015
Pzena Investment Management July 2012 - July 2014
Silvercrest Asset Management June 2010 - August 2011
Skills
Finance, Research, Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Portfolio Management, Market Research, Financial Modeling, Investments, Financial Analysis, Valuation, Bloomberg, Alternative Investments
Education
Penn State University 2008 — 2012
B.A., B.S., Marketing and Economics, Graduated
The Institute at Palazzo Rucellai (Florence, Italy) 2011 — 2011
International Busniess, International Business
EXR Group September 2015 - Present
Mason Capital Management LLC August 2014 - April 2015
Pzena Investment Management July 2012 - July 2014
Silvercrest Asset Management June 2010 - August 2011
Skills
Finance, Research, Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Portfolio Management, Market Research, Financial Modeling, Investments, Financial Analysis, Valuation, Bloomberg, Alternative Investments
Education
Penn State University 2008 — 2012
B.A., B.S., Marketing and Economics, Graduated
The Institute at Palazzo Rucellai (Florence, Italy) 2011 — 2011
International Busniess, International Business
T. Guyon McKnight T. Guyon McKnight's Silvercrest Asset Management Experience 2015 - Present
Job Assistant Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2015 - Present
Skills
Investments, Financial Modeling, Series 7, Fixed Income, Asset Allocation, Portfolio Management, Finance, Financial Advisory, Investment Management, Financial Services, Securities, Series 63, Financial Analysis, Management, Trading, Leadership, Investment Strategies, Public Speaking, Bloomberg, Interpersonal..., Mutual Funds
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
MBA, Finance
University of Virginia 2003 — 2007
BA, Economics
Silvercrest Asset Management 2015 - Present
Skills
Investments, Financial Modeling, Series 7, Fixed Income, Asset Allocation, Portfolio Management, Finance, Financial Advisory, Investment Management, Financial Services, Securities, Series 63, Financial Analysis, Management, Trading, Leadership, Investment Strategies, Public Speaking, Bloomberg, Interpersonal..., Mutual Funds
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
MBA, Finance
University of Virginia 2003 — 2007
BA, Economics
Alex Waldorf, CFA Alex Waldorf, CFA's Silvercrest Asset Management Experience 2013 - Present
Job Vice President, Equity Analyst at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management 2013 - Present
Ascend Capital 2010 - 2013
Citigroup 2007 - 2009
Citigroup May 2006 - August 2006
Education
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance and International Business
Silvercrest Asset Management 2013 - Present
Ascend Capital 2010 - 2013
Citigroup 2007 - 2009
Citigroup May 2006 - August 2006
Education
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance and International Business
John Sherman John Sherman's Silvercrest Asset Management Experience May 2009 - October 2009
Job Contractor at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation December 2014 - March 2015
UBS April 2014 - September 2014
Deutsche Asset & Wealth Management October 2011 - February 2014
Beryl Consulting Group January 2010 - October 2011
Silvercrest Asset Management May 2009 - October 2009
Bayerische Landesbank May 2006 - February 2009
Deutsche Postbank February 2005 - March 2006
Derivative Solutions (sold to FactSet) May 2004 - February 2005
Assured Guaranty February 2003 - April 2004
Mizuho Bank July 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Derivatives, Due Diligence, Hedge Funds, Asset Allocation, Credit Analysis, Valuation, Asset Management, Investments, Bloomberg, Financial Reporting, Structured Products, Surveillance, Bonds, Trading, Project Management, Structured Finance, Business Analysis, Regulatory Reporting, POINT, Vendor Management, Securities Modeling, Credit Ratings, Stress & UAT Testing, Data Validation, Writing Business..., Developing and..., Fixed Income Benchmarks
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Lehigh University 1980 — 1984
B.S., Finance
The Depository Trust & Clearing Corporation December 2014 - March 2015
UBS April 2014 - September 2014
Deutsche Asset & Wealth Management October 2011 - February 2014
Beryl Consulting Group January 2010 - October 2011
Silvercrest Asset Management May 2009 - October 2009
Bayerische Landesbank May 2006 - February 2009
Deutsche Postbank February 2005 - March 2006
Derivative Solutions (sold to FactSet) May 2004 - February 2005
Assured Guaranty February 2003 - April 2004
Mizuho Bank July 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Derivatives, Due Diligence, Hedge Funds, Asset Allocation, Credit Analysis, Valuation, Asset Management, Investments, Bloomberg, Financial Reporting, Structured Products, Surveillance, Bonds, Trading, Project Management, Structured Finance, Business Analysis, Regulatory Reporting, POINT, Vendor Management, Securities Modeling, Credit Ratings, Stress & UAT Testing, Data Validation, Writing Business..., Developing and..., Fixed Income Benchmarks
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance & International Business
Lehigh University 1980 — 1984
B.S., Finance
Liliana Capatori, CFA, CPA Liliana Capatori, CFA, CPA's Silvercrest Asset Management Experience 2013 - Present
Job Wealth Management
Industry Financial Services
Experience
Silvercrest Asset Management 2013 - Present
Private 2012 - 2013
Acacia Wealth Advisors 2010 - 2011
ING 2005 - 2009
ING 2001 - 2004
Wells Fargo Van Kasper 2000 - 2001
Ernst & Young 1997 - 1999
Ernst & Young 1994 - 1997
Ernst & Young 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management..., Investment Strategies, Capital Markets, Finance, Investment Research, Technical Writing, Tax Advisory, Emerging Markets, Tax Research & Tax..., Portfolio Assessment, Modeling Portfolios, Investment Selection
Education
Clark University
BA, Economics and Business Management
University of Southern California
MBT, Master of Business Taxation
University of Southern California
MACC, Master of Accounting
Silvercrest Asset Management 2013 - Present
Private 2012 - 2013
Acacia Wealth Advisors 2010 - 2011
ING 2005 - 2009
ING 2001 - 2004
Wells Fargo Van Kasper 2000 - 2001
Ernst & Young 1997 - 1999
Ernst & Young 1994 - 1997
Ernst & Young 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management..., Investment Strategies, Capital Markets, Finance, Investment Research, Technical Writing, Tax Advisory, Emerging Markets, Tax Research & Tax..., Portfolio Assessment, Modeling Portfolios, Investment Selection
Education
Clark University
BA, Economics and Business Management
University of Southern California
MBT, Master of Business Taxation
University of Southern California
MACC, Master of Accounting
Alexandria Heldreth Alexandria Heldreth's Silvercrest Asset Management Experience January 2015 - January 2015
Job Secretary at Cloverdale Elementary
Industry Restaurants
Experience
Cloverdale Elementary June 2015 - Present
Carrabba's Italian Grill June 2014 - Present
Silvercrest Asset Management January 2015 - January 2015
Penelope July 2013 - December 2014
Town Center Tap House September 2013 - May 2014
Hamlin Capital Management January 2014 - January 2014
Fink's Jewelers February 2012 - June 2013
Education
Hollins University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Hollins University 2011 — 2015
Minor, Business Administration and Management, General
Virginia Western Community College 2009 — 2011
n/a, Engineering
Cloverdale Elementary June 2015 - Present
Carrabba's Italian Grill June 2014 - Present
Silvercrest Asset Management January 2015 - January 2015
Penelope July 2013 - December 2014
Town Center Tap House September 2013 - May 2014
Hamlin Capital Management January 2014 - January 2014
Fink's Jewelers February 2012 - June 2013
Education
Hollins University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Hollins University 2011 — 2015
Minor, Business Administration and Management, General
Virginia Western Community College 2009 — 2011
n/a, Engineering
Lucy Lee Lucy Lee's Silvercrest Asset Management Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Silvercrest Asset Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Comparative Literature
Brisbane Girls Grammar School 2005 — 2009
Diploma
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Silvercrest Asset Management June 2012 - August 2012
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Comparative Literature
Brisbane Girls Grammar School 2005 — 2009
Diploma
Kendall Stevenson's Silvercrest Asset Management Experience June 2013 - August 2013
Job Summer Intern at Discovery Capital Management Corporation
Industry
Experience
Kappa Kappa Gamma November 2014 - Present
Snappy Gator May 2013 - Present
Discovery Capital Management Corporation May 2015 - August 2015
Youth Life Foundation of Richmond September 2013 - December 2013
Silvercrest Asset Management June 2013 - August 2013
Connecticut Challenge June 2012 - July 2013
NewLax May 2011 - August 2012
Discovery Capital Management Corporation May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
University of Richmond 2012 — 2016
Bachelor of Science (BS), Business Administration with a concentration in Finance & Marketing, Sophomore
Copenhagen Business School
The London School of Economics and Political Science (LSE)
Summer School, Business Analysis and Valuation
Fairfield Ludlowe High School 2008 — 2012
Kappa Kappa Gamma November 2014 - Present
Snappy Gator May 2013 - Present
Discovery Capital Management Corporation May 2015 - August 2015
Youth Life Foundation of Richmond September 2013 - December 2013
Silvercrest Asset Management June 2013 - August 2013
Connecticut Challenge June 2012 - July 2013
NewLax May 2011 - August 2012
Discovery Capital Management Corporation May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
University of Richmond 2012 — 2016
Bachelor of Science (BS), Business Administration with a concentration in Finance & Marketing, Sophomore
Copenhagen Business School
The London School of Economics and Political Science (LSE)
Summer School, Business Analysis and Valuation
Fairfield Ludlowe High School 2008 — 2012
Sarai Bravo Sarai Bravo's Silvercrest Asset Management Experience November 2011 - January 2012
Job Account Manager, Latin America at eMarketer
Industry Market Research
Experience
eMarketer June 2015 - Present
eMarketer February 2015 - June 2015
eMarketer June 2013 - February 2015
OutSource Bookkeeping June 2012 - May 2013
Silvercrest Asset Management November 2011 - January 2012
Skills
Social Media, Social Media Marketing, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Outlook, Research, QuickBooks, Photoshop, Digital Photography, Darkroom, Microsoft Excel, Microsoft Exchange, Salesforce.com, Salesforce.com..., Salesforce Training, Invoicing, Account Reconciliation, Competitive Intelligence, Digital Marketing
Education
Brooklyn College 2011 — 2015
Double Majoring in Political Science and Puerto Rican & Latino Studies
Millennium High School 2008 — 2011
eMarketer June 2015 - Present
eMarketer February 2015 - June 2015
eMarketer June 2013 - February 2015
OutSource Bookkeeping June 2012 - May 2013
Silvercrest Asset Management November 2011 - January 2012
Skills
Social Media, Social Media Marketing, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Outlook, Research, QuickBooks, Photoshop, Digital Photography, Darkroom, Microsoft Excel, Microsoft Exchange, Salesforce.com, Salesforce.com..., Salesforce Training, Invoicing, Account Reconciliation, Competitive Intelligence, Digital Marketing
Education
Brooklyn College 2011 — 2015
Double Majoring in Political Science and Puerto Rican & Latino Studies
Millennium High School 2008 — 2011
Jacob Wainwright's Silvercrest Asset Management Experience June 2015 - August 2015
Job Wealth Management Intern at Silvercrest
Industry Financial Services
Experience
Silvercrest Asset Management June 2015 - August 2015
IMG September 2014 - May 2015
Burlingame Corp. May 2013 - August 2014
Skills
Management, Analysis, Team Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Time Management, Public Speaking, Customer Service, Event Planning, Recruiting, Problem Solving, Social Media Marketing, Communication, Marketing Communications, Social Networking
Education
University of Delaware 2012 — 2016
Bachelor's Degree, Finance; Economics
University of Delaware - Lerner College of Business and Economics
Silvercrest Asset Management June 2015 - August 2015
IMG September 2014 - May 2015
Burlingame Corp. May 2013 - August 2014
Skills
Management, Analysis, Team Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Time Management, Public Speaking, Customer Service, Event Planning, Recruiting, Problem Solving, Social Media Marketing, Communication, Marketing Communications, Social Networking
Education
University of Delaware 2012 — 2016
Bachelor's Degree, Finance; Economics
University of Delaware - Lerner College of Business and Economics
Olivia Pera's Silvercrest Asset Management Experience May 2014 - Present
Job Assistant to CFO and General Counsel at Silvercrest Asset Management Group LLC
Industry Apparel & Fashion
Experience
Silvercrest Asset Management May 2014 - Present
Tory Burch 2012 - 2012
McGill University 2009 - 2011
Harry Winston 2010 - 2010
Osit Impresa S.p.A - Subdued Clothing 2010 - 2010
Skills
Foreign Languages, Marketing, Public Relations, Multilingual, Fashion, Dual Citizenship, Trendwatching, Photo-Shoot Coordination, Brand Credit..., Press Clipping Collation, Editorial Indexing, Collection presentations, Sample Management, Product Marketing, Marketing Communications, Brand Positioning..., Presentation Development, Presentation Design, Style Sheets, Color Styling, Sales Process, Retail Displays, Selling Skills, Creative Campaign..., Fashion Writing, Fashion Blogging, Style Consulting, Personal Style, Expense Management, Microsoft Excel, PowerPoint, Writing, Photoshop, Multi Tasking, Highly detail oriented, Motivated self-starter, Interpersonal..., Organization, Prioritisation, Sales
Education
McGill University 2009 — 2013
Bachelor of Arts (BA), Psychology
Lycee Stendhal Milan 1996 — 2009
Silvercrest Asset Management May 2014 - Present
Tory Burch 2012 - 2012
McGill University 2009 - 2011
Harry Winston 2010 - 2010
Osit Impresa S.p.A - Subdued Clothing 2010 - 2010
Skills
Foreign Languages, Marketing, Public Relations, Multilingual, Fashion, Dual Citizenship, Trendwatching, Photo-Shoot Coordination, Brand Credit..., Press Clipping Collation, Editorial Indexing, Collection presentations, Sample Management, Product Marketing, Marketing Communications, Brand Positioning..., Presentation Development, Presentation Design, Style Sheets, Color Styling, Sales Process, Retail Displays, Selling Skills, Creative Campaign..., Fashion Writing, Fashion Blogging, Style Consulting, Personal Style, Expense Management, Microsoft Excel, PowerPoint, Writing, Photoshop, Multi Tasking, Highly detail oriented, Motivated self-starter, Interpersonal..., Organization, Prioritisation, Sales
Education
McGill University 2009 — 2013
Bachelor of Arts (BA), Psychology
Lycee Stendhal Milan 1996 — 2009
Margaux Charmey Margaux Charmey's Silvercrest Asset Management Experience September 2015 - Present
Job Intern at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management September 2015 - Present
Global Sage June 2015 - July 2015
Berger Hirschberg Strategies January 2015 - May 2015
Maison Rabih Kayrouz May 2014 - July 2014
Isabelle de Borchgrave July 2012 - July 2012
Naandi Foundation February 2012 - February 2012
Talati & Panthaki Associated TPA February 2012 - February 2012
Alford Lake Camp June 2011 - August 2011
International Herald Tribune March 2011 - March 2011
Alain Jouan Architecture March 2011 - March 2011
Skills
French, English, Political Science, Microsoft Office, Microsoft Excel, Social Media, Research, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Spanish, Teaching
Education
Barnard College 2013 — 2017
Bachelor’s Degree, Political Science and Government
Harvard Business School 2015 — 2015
Core: Credential of Readiness, Business Analytics, Economics for Managers, Financial Accounting
Columbia University in the City of New York 2013 — 2017
Bachelor’s Degree, Political Science and Government
Ecole Alsacienne 1999 — 2013
High School, Social Sciences and Economics, Magna Cum Laude, French Baccalaureate
Silvercrest Asset Management September 2015 - Present
Global Sage June 2015 - July 2015
Berger Hirschberg Strategies January 2015 - May 2015
Maison Rabih Kayrouz May 2014 - July 2014
Isabelle de Borchgrave July 2012 - July 2012
Naandi Foundation February 2012 - February 2012
Talati & Panthaki Associated TPA February 2012 - February 2012
Alford Lake Camp June 2011 - August 2011
International Herald Tribune March 2011 - March 2011
Alain Jouan Architecture March 2011 - March 2011
Skills
French, English, Political Science, Microsoft Office, Microsoft Excel, Social Media, Research, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Spanish, Teaching
Education
Barnard College 2013 — 2017
Bachelor’s Degree, Political Science and Government
Harvard Business School 2015 — 2015
Core: Credential of Readiness, Business Analytics, Economics for Managers, Financial Accounting
Columbia University in the City of New York 2013 — 2017
Bachelor’s Degree, Political Science and Government
Ecole Alsacienne 1999 — 2013
High School, Social Sciences and Economics, Magna Cum Laude, French Baccalaureate
Jessica B. Goldberg's Silvercrest Asset Management Experience June 2011 - August 2011
Job Associate Analyst at Conversant, Inc.
Industry Market Research
Experience
Conversant, Inc. September 2014 - Present
Nielsen July 2013 - June 2014
Nielsen June 2012 - August 2012
Silvercrest Asset Management June 2011 - August 2011
CreditSights June 2010 - August 2010
Skills
SQL, Analytics, Tableau, R programming, Microsoft Excel, Marketing, Market Research, Data Analysis, PowerPoint, Public Speaking, Research, SPSS, Social Media, Statistics, Event Planning, Customer Insight, Creative Problem Solving, Writing, Italian, Quantitative Research, Leadership, Event Management, Facebook, Editing, Analysis, Nielsen, Nielsen Data, Qualtrics, Consumer Behaviour, Critical Thinking, Microsoft Office, Microsoft Word, Strategy, Marketing Strategy, Digital Marketing, Marketing Research
Education
Washington University in St. Louis 2009 — 2013
BA, International Area Studies, Marketing
Boston University 2012 — 2012
Padua Italian Studies Program, Italian Language Immersion and International Affairs
Conversant, Inc. September 2014 - Present
Nielsen July 2013 - June 2014
Nielsen June 2012 - August 2012
Silvercrest Asset Management June 2011 - August 2011
CreditSights June 2010 - August 2010
Skills
SQL, Analytics, Tableau, R programming, Microsoft Excel, Marketing, Market Research, Data Analysis, PowerPoint, Public Speaking, Research, SPSS, Social Media, Statistics, Event Planning, Customer Insight, Creative Problem Solving, Writing, Italian, Quantitative Research, Leadership, Event Management, Facebook, Editing, Analysis, Nielsen, Nielsen Data, Qualtrics, Consumer Behaviour, Critical Thinking, Microsoft Office, Microsoft Word, Strategy, Marketing Strategy, Digital Marketing, Marketing Research
Education
Washington University in St. Louis 2009 — 2013
BA, International Area Studies, Marketing
Boston University 2012 — 2012
Padua Italian Studies Program, Italian Language Immersion and International Affairs
Annie Morrison Annie Morrison's Silvercrest Asset Management Experience August 2015 - Present
Job Portfolio Assistant at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management August 2015 - Present
Silvercrest Asset Management October 2011 - August 2015
Majestic Research June 2010 - August 2010
Majestic Research June 2009 - August 2009
Skills
Alternative Investments, Research
Education
Amherst College 2007 — 2011
Bachelor's Degree, Art History
Roland Park Country School 2001 — 2007
High School Diploma
Silvercrest Asset Management August 2015 - Present
Silvercrest Asset Management October 2011 - August 2015
Majestic Research June 2010 - August 2010
Majestic Research June 2009 - August 2009
Skills
Alternative Investments, Research
Education
Amherst College 2007 — 2011
Bachelor's Degree, Art History
Roland Park Country School 2001 — 2007
High School Diploma
Russell J. Bell CPA CA Russell J. Bell CPA CA's Silvercrest Asset Management Experience April 2005 - October 2011
Job Director of Fund Accounting & Administration at QuadC Management, Inc.
Industry Financial Services
Experience
Quad-C Management, Inc. September 2013 - Present
Silvercrest Asset Management April 2005 - October 2011
Heritage Financial Management October 1991 - March 2005
Heytesbury Inc October 1989 - September 1991
Canal Capital Corporation July 1985 - September 1989
Price Waterhouse January 1981 - July 1985
Skills
Private Equity..., Hedge Fund Accounting &..., Wealth Management, Finance, Financial Modeling, Valuation, Accounting, Management, Financial Analysis, Portfolio Management, Financial Reporting, Equities, Auditing
Education
Edith Cowan University 1978 — 1981
Bachelor of Business, Accounting
Quad-C Management, Inc. September 2013 - Present
Silvercrest Asset Management April 2005 - October 2011
Heritage Financial Management October 1991 - March 2005
Heytesbury Inc October 1989 - September 1991
Canal Capital Corporation July 1985 - September 1989
Price Waterhouse January 1981 - July 1985
Skills
Private Equity..., Hedge Fund Accounting &..., Wealth Management, Finance, Financial Modeling, Valuation, Accounting, Management, Financial Analysis, Portfolio Management, Financial Reporting, Equities, Auditing
Education
Edith Cowan University 1978 — 1981
Bachelor of Business, Accounting
Nat Kluttz Nat Kluttz's Silvercrest Asset Management Experience March 2012 - Present
Job Vice President at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management March 2012 - Present
Wells Fargo Advisors December 2009 - March 2012
Citi Smith Barney May 2008 - August 2008
Richard Burr for Senate Campaign Committee May 2004 - November 2004
Skills
Wealth Mangement, Portfolio Management, Asset Allocation, Client Service, Investment Strategies, Alternative Investments, Value Investing, Wealth Management...
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts, Economics; Second Major American History
National Outdoor Leadership School (NOLS) 2004 — 2004
Silvercrest Asset Management March 2012 - Present
Wells Fargo Advisors December 2009 - March 2012
Citi Smith Barney May 2008 - August 2008
Richard Burr for Senate Campaign Committee May 2004 - November 2004
Skills
Wealth Mangement, Portfolio Management, Asset Allocation, Client Service, Investment Strategies, Alternative Investments, Value Investing, Wealth Management...
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts, Economics; Second Major American History
National Outdoor Leadership School (NOLS) 2004 — 2004
David Westbrook David Westbrook's Silvercrest Asset Management Experience November 2007 - February 2010
Job Chief Financial Officer at Rockefeller & Company
Industry Investment Management
Experience
Rockefeller & Co., Inc. January 2011 - Present
Advent International July 2010 - October 2010
Silvercrest Asset Management November 2007 - February 2010
Deloitte January 1990 - November 2007
Skills
Cash Management, Accounting, IFRS, US GAAP, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Audit, Financial Analysis, Consolidation, SOX, Corporate Finance, Valuation, SEC reporting, Private Equity, External Audit, IPO, Auditing, Analysis, SEC filings, Finance, Big 4, Mergers & Acquisitions, Sarbanes-Oxley Act, CPA, Investments, Financial Modeling, Financial Services, Tax, Asset Management, Due Diligence, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Capital Markets, Alternative Investments, Business Valuation, Fund Accounting, Management, Leadership, Risk Management
Education
University of KwaZulu-Natal 1986 — 1989
Bachelor of Commerce and Postgraduate Diploma in Accounting, Tax and Auditing
Rockefeller & Co., Inc. January 2011 - Present
Advent International July 2010 - October 2010
Silvercrest Asset Management November 2007 - February 2010
Deloitte January 1990 - November 2007
Skills
Cash Management, Accounting, IFRS, US GAAP, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Audit, Financial Analysis, Consolidation, SOX, Corporate Finance, Valuation, SEC reporting, Private Equity, External Audit, IPO, Auditing, Analysis, SEC filings, Finance, Big 4, Mergers & Acquisitions, Sarbanes-Oxley Act, CPA, Investments, Financial Modeling, Financial Services, Tax, Asset Management, Due Diligence, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Capital Markets, Alternative Investments, Business Valuation, Fund Accounting, Management, Leadership, Risk Management
Education
University of KwaZulu-Natal 1986 — 1989
Bachelor of Commerce and Postgraduate Diploma in Accounting, Tax and Auditing
Justin Kanter Justin Kanter's Silvercrest Asset Management Experience June 2009 - August 2009
Job Associate at WilmerHale
Industry Law Practice
Experience
WilmerHale September 2014 - Present
WilmerHale May 2013 - July 2013
Partially Evacuated Solar Still September 2011 - September 2012
U.S. District Court May 2012 - August 2012
Deborah Silberstein for Massachusetts State Senate May 2010 - August 2010
Silvercrest Asset Management June 2009 - August 2009
Skills
Public Speaking, Corporate Finance, Financial Analysis, Financial Reporting, Corporate Law, Corporate Governance, Venture Financing, Mergers & Acquisitions, Start-up Consulting, Microsoft Excel, Legal Research
Education
Tufts University - The Fletcher School of Law and Diplomacy 2015 — 2016
Master of Laws (LLM), International Law and Legal Studies
University of Virginia 2010 — 2014
Doctor of Law (JD), Law
Tufts University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government; History
Phillips Academy Andover 2003 — 2007
WilmerHale September 2014 - Present
WilmerHale May 2013 - July 2013
Partially Evacuated Solar Still September 2011 - September 2012
U.S. District Court May 2012 - August 2012
Deborah Silberstein for Massachusetts State Senate May 2010 - August 2010
Silvercrest Asset Management June 2009 - August 2009
Skills
Public Speaking, Corporate Finance, Financial Analysis, Financial Reporting, Corporate Law, Corporate Governance, Venture Financing, Mergers & Acquisitions, Start-up Consulting, Microsoft Excel, Legal Research
Education
Tufts University - The Fletcher School of Law and Diplomacy 2015 — 2016
Master of Laws (LLM), International Law and Legal Studies
University of Virginia 2010 — 2014
Doctor of Law (JD), Law
Tufts University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government; History
Phillips Academy Andover 2003 — 2007
James Rosser Powell James Rosser Powell's Silvercrest Asset Management Experience 2012 - 2012
Job Director of Implementation Babyscripts
Industry Hospital & Health Care
Experience
Babyscripts July 2013 - Present
Silvercrest Asset Management 2012 - 2012
Womble Carlyle Sandridge & Rice LLP July 2010 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Data Analysis, PowerPoint, Healthcare, Financial Analysis, Microsoft Office, Financial Modeling, Fundraising, Microsoft Word, Marketing, HTML5, Jade, Email Marketing, HTML Emails, Sales
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), History
University of Cape Town 2012 — 2012
History
Babyscripts July 2013 - Present
Silvercrest Asset Management 2012 - 2012
Womble Carlyle Sandridge & Rice LLP July 2010 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Data Analysis, PowerPoint, Healthcare, Financial Analysis, Microsoft Office, Financial Modeling, Fundraising, Microsoft Word, Marketing, HTML5, Jade, Email Marketing, HTML Emails, Sales
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), History
University of Cape Town 2012 — 2012
History
Henry Pynchon's Silvercrest Asset Management Experience May 2008 - May 2009
Job Senior Manager at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street Technology Zhejiang January 2014 - June 2015
State Street Technology Zhejiang June 2012 - January 2014
State Street December 2010 - June 2012
State Street January 2010 - November 2010
Silvercrest Asset Management May 2008 - May 2009
Providence College February 2008 - May 2009
Marathon Capital May 2008 - October 2008
Winchester Investments September 2006 - December 2006
Skills
Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Private Equity, Due Diligence, Hedge Funds, Research, Microsoft Word, Networking, Valuation, Management, Public Speaking, Marketing, Investments, Sales, Financial Analysis, Social Media
Education
Providence College 2007 — 2009
Masters, Business Administration
Providence College 2003 — 2007
B.A., English
State Street June 2015 - Present
State Street Technology Zhejiang January 2014 - June 2015
State Street Technology Zhejiang June 2012 - January 2014
State Street December 2010 - June 2012
State Street January 2010 - November 2010
Silvercrest Asset Management May 2008 - May 2009
Providence College February 2008 - May 2009
Marathon Capital May 2008 - October 2008
Winchester Investments September 2006 - December 2006
Skills
Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Private Equity, Due Diligence, Hedge Funds, Research, Microsoft Word, Networking, Valuation, Management, Public Speaking, Marketing, Investments, Sales, Financial Analysis, Social Media
Education
Providence College 2007 — 2009
Masters, Business Administration
Providence College 2003 — 2007
B.A., English
Richard Hough's Silvercrest Asset Management Experience December 2013 - Present
Job
Industry Investment Management
Experience
Silvercrest Asset Management December 2013 - Present
Silvercrest Asset Management January 2012 - Present
Education
Princeton University 1988 — 1992
AB
Deerfield Academy 1986 — 1988
Silvercrest Asset Management December 2013 - Present
Silvercrest Asset Management January 2012 - Present
Education
Princeton University 1988 — 1992
AB
Deerfield Academy 1986 — 1988
Nicole Zhao's Silvercrest Asset Management Experience September 2012 - Present
Job VP at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management September 2012 - Present
Gresham Investment LLC April 2008 - February 2012
New York Banking Department May 2006 - September 2007
City University of New York September 2003 - May 2007
Skills
Financial Analysis, Performance Attribution, Statistical Modeling, Valuation, Stata, SPSS, Corporate Finance, Equities, VBA, Fixed Income, Portfolio Management, Research, Finance, Investments, Quantitative Research, Analysis, Matlab, Hedge Funds, Econometric Modeling, Financial Economics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA, Finance
City University of New York 2003 — 2007
Ph.D, Financial Economics
Silvercrest Asset Management September 2012 - Present
Gresham Investment LLC April 2008 - February 2012
New York Banking Department May 2006 - September 2007
City University of New York September 2003 - May 2007
Skills
Financial Analysis, Performance Attribution, Statistical Modeling, Valuation, Stata, SPSS, Corporate Finance, Equities, VBA, Fixed Income, Portfolio Management, Research, Finance, Investments, Quantitative Research, Analysis, Matlab, Hedge Funds, Econometric Modeling, Financial Economics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA, Finance
City University of New York 2003 — 2007
Ph.D, Financial Economics
Matthew Arpano's Silvercrest Asset Management Experience PrincipalMorgan Stanley1992 - 2006
Job Managing Director Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management PrincipalMorgan Stanley1992 - 2006
Education
University of Miami - School of Business 1990 — 1992
MBA, Finance
University of Rhode Island 1986 — 1990
BA, Economics,
Dennis Yarmouth Regional High School 1982 — 1986
Silvercrest Asset Management PrincipalMorgan Stanley1992 - 2006
Education
University of Miami - School of Business 1990 — 1992
MBA, Finance
University of Rhode Island 1986 — 1990
BA, Economics,
Dennis Yarmouth Regional High School 1982 — 1986
Scott Gerard's Silvercrest Asset Management Experience November 2009 - Present
Job Chief Financial Officer and Managing Director at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management November 2009 - Present
Brand Connections December 2008 - November 2009
Guideline July 2002 - May 2008
The Abacus Group 1999 - 2002
Citibank 1996 - 1999
Wexford Capital 1995 - 1996
KPMG 1992 - 1995
McGladrey & Pullen 1990 - 1992
Skills
SEC, IPO, Pre-IPO, Finance, Mergers, Tax, Financial Analysis, Treasury, Mergers & Acquisitions, Sarbanes-Oxley, Strategy, Investments, Risk Management, Auditing, Financial Reporting, Business Strategy, Alternative Investments, Securities, Financial Modeling
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Clarkstown North H.S. 1982 — 1986
Silvercrest Asset Management November 2009 - Present
Brand Connections December 2008 - November 2009
Guideline July 2002 - May 2008
The Abacus Group 1999 - 2002
Citibank 1996 - 1999
Wexford Capital 1995 - 1996
KPMG 1992 - 1995
McGladrey & Pullen 1990 - 1992
Skills
SEC, IPO, Pre-IPO, Finance, Mergers, Tax, Financial Analysis, Treasury, Mergers & Acquisitions, Sarbanes-Oxley, Strategy, Investments, Risk Management, Auditing, Financial Reporting, Business Strategy, Alternative Investments, Securities, Financial Modeling
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Clarkstown North H.S. 1982 — 1986
Brian Gemino, CFP®, MBA's Silvercrest Asset Management Experience May 2010 - Present
Job Vice President,Junior Portfolio Manager at Silvercrest Asset Management Group, LLC.
Industry Financial Services
Experience
Silvercrest Asset Management May 2010 - Present
College of William and Mary 2008 - May 2010
JNK Securities May 2009 - July 2009
Henley & Company, LLC. June 2006 - 2009
Artemis Records May 2005 - August 2005
Susan Blond, Inc. May 2001 - August 2001
Skills
Social Media, Valuation, Social Media Marketing, Public Relations, Event Planning, Marketing, Microsoft Office, Business Development, Event Management, Microsoft Excel, Strategic Planning, Financial Modeling, Research, Online Advertising, Advertising, Budgets, Bloomberg, Non-profits, PowerPoint, Marketing Strategy, Investments, Alternative Investments, Mutual Funds, Financial Analysis, Nonprofits
Education
The College of William and Mary - The Mason School of Business 2008 — 2010
Masters of Business Admistration, Finance, General
Penn State University 2002 — 2006
Bachelor's degree, 1) English 2) Communications
Silvercrest Asset Management May 2010 - Present
College of William and Mary 2008 - May 2010
JNK Securities May 2009 - July 2009
Henley & Company, LLC. June 2006 - 2009
Artemis Records May 2005 - August 2005
Susan Blond, Inc. May 2001 - August 2001
Skills
Social Media, Valuation, Social Media Marketing, Public Relations, Event Planning, Marketing, Microsoft Office, Business Development, Event Management, Microsoft Excel, Strategic Planning, Financial Modeling, Research, Online Advertising, Advertising, Budgets, Bloomberg, Non-profits, PowerPoint, Marketing Strategy, Investments, Alternative Investments, Mutual Funds, Financial Analysis, Nonprofits
Education
The College of William and Mary - The Mason School of Business 2008 — 2010
Masters of Business Admistration, Finance, General
Penn State University 2002 — 2006
Bachelor's degree, 1) English 2) Communications
Elinor Ouyang, CFA, FRM's Silvercrest Asset Management Experience March 2013 - Present
Job VP at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management March 2013 - Present
Silvercrest Asset Management February 2011 - March 2013
Silvercrest Asset Management October 2008 - February 2011
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equities, Financial Modeling, Valuation, Fund Of Funds, Asset Managment, Investments, Portfolio Management, Quantitative Finance
Education
Temple University - Fox School of Business and Management 2006 — 2008
M.S., Financial Engineering
Fudan University 2002 — 2006
B.S., Applied Mathematics
Silvercrest Asset Management March 2013 - Present
Silvercrest Asset Management February 2011 - March 2013
Silvercrest Asset Management October 2008 - February 2011
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equities, Financial Modeling, Valuation, Fund Of Funds, Asset Managment, Investments, Portfolio Management, Quantitative Finance
Education
Temple University - Fox School of Business and Management 2006 — 2008
M.S., Financial Engineering
Fudan University 2002 — 2006
B.S., Applied Mathematics
Adam Egelberg's Silvercrest Asset Management Experience 2002 - 2007
Job Value Investor/Portfolio Manager
Industry Investment Management
Experience
Glenville Capital Management July 2007 - Present
Silvercrest Asset Management 2002 - 2007
Second Curve Capital 2001 - 2002
Donaldson, Lufkin and Jenrette 1997 - 2001
Con Edison 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Fixed Income, Private Equity, Financial Modeling, Financial Analysis, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BEME, Mechanical Engineering
Glenville Capital Management July 2007 - Present
Silvercrest Asset Management 2002 - 2007
Second Curve Capital 2001 - 2002
Donaldson, Lufkin and Jenrette 1997 - 2001
Con Edison 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Fixed Income, Private Equity, Financial Modeling, Financial Analysis, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BEME, Mechanical Engineering
Burnett Hansen's Silvercrest Asset Management Experience 2007 - Present
Job Senior Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Ernest Cruikshank, III's Silvercrest Asset Management Experience July 2015 - Present
Job Managing Director, Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management July 2015 - Present
Jamison Eaton & Wood, Inc. November 1988 - June 2015
Salomon Brothers May 1975 - November 1987
Salomon Brothers 1975 - 1987
Skills
Portfolio Management, Fixed Income, Equities, Credit, Asset Management, Capital Markets, Trading, Securities
Education
Princeton University 1962 — 1966
AB, French, Art History
St. Andrew's School, DE 1958 — 1962
Silvercrest Asset Management July 2015 - Present
Jamison Eaton & Wood, Inc. November 1988 - June 2015
Salomon Brothers May 1975 - November 1987
Salomon Brothers 1975 - 1987
Skills
Portfolio Management, Fixed Income, Equities, Credit, Asset Management, Capital Markets, Trading, Securities
Education
Princeton University 1962 — 1966
AB, French, Art History
St. Andrew's School, DE 1958 — 1962
Cameron Burns's Silvercrest Asset Management Experience 2006 - 2009
Job Executive Vice President & Principal at Bradley, Foster & Sargent, Inc.
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Bradley, Foster & Sargent, Inc. 2011 - Present
The Johnson Company 2009 - 2010
Silvercrest Asset Management 2006 - 2009
Morgan Stanley 1990 - 2006
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Asset Management, Valuation, Wealth Management, Asset Allocation, Equity Research, Equities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Williams College 1981 — 1985
1985
Milton Academy
Milton Academy
Richard Hanlon, CFA's Silvercrest Asset Management Experience March 2002 - May 2007
Job Equity Portfolio Manager, long only mutual funds, long/short hedge funds. Small cap and Mid cap value expertise.
Industry Investment Management
Experience
Deutsche Bank July 2013 - Present
Glenville Capital Management April 2007 - April 2013
Silvercrest Asset Management March 2002 - May 2007
Credit Suisse 2000 - 2002
DLJ Asset Management 1994 - 2001
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Investments, Asset Management, Fixed Income, Capital Markets, Wealth Management..., Fund Of Funds, Equity Research, Mutual Funds, Asset Managment, Private Equity, Financial Modeling, Asset Allocation, Wealth Management, ETFs, Equity Derivatives, Equity Valuation
Education
University at Albany, SUNY 1983 — 1987
B.A., Economics
Deutsche Bank July 2013 - Present
Glenville Capital Management April 2007 - April 2013
Silvercrest Asset Management March 2002 - May 2007
Credit Suisse 2000 - 2002
DLJ Asset Management 1994 - 2001
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Investments, Asset Management, Fixed Income, Capital Markets, Wealth Management..., Fund Of Funds, Equity Research, Mutual Funds, Asset Managment, Private Equity, Financial Modeling, Asset Allocation, Wealth Management, ETFs, Equity Derivatives, Equity Valuation
Education
University at Albany, SUNY 1983 — 1987
B.A., Economics
Janine Schonmann's Silvercrest Asset Management Experience 2006 - Present
Job Assistant Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2006 - Present
Silvercrest Asset Management Group LLC 2006 - Present
Neville, Rodie & Shaw 2002 - 2006
Bourgeon Capital Management LLC April 1999 - November 2001
Warburg Pincus Asset Management 1997 - 1999
Mabon Securities Corporation February 1991 - August 1995
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelors, Business Administration
Silvercrest Asset Management 2006 - Present
Silvercrest Asset Management Group LLC 2006 - Present
Neville, Rodie & Shaw 2002 - 2006
Bourgeon Capital Management LLC April 1999 - November 2001
Warburg Pincus Asset Management 1997 - 1999
Mabon Securities Corporation February 1991 - August 1995
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelors, Business Administration
Palmer Garson's Silvercrest Asset Management Experience March 2014 - Present
Job Managing Director at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management March 2014 - Present
Cary Street Partners October 2007 - March 2014
Jefferson Capital Partners August 1989 - September 2007
Skills
Mergers & Acquisitions, Alternative Investments, Asset Management, Corporate Development, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Securities, Strategic Planning, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1993
MBA, General Management
Duke University 1975 — 1979
BA, Management Science
Silvercrest Asset Management March 2014 - Present
Cary Street Partners October 2007 - March 2014
Jefferson Capital Partners August 1989 - September 2007
Skills
Mergers & Acquisitions, Alternative Investments, Asset Management, Corporate Development, Due Diligence, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Securities, Strategic Planning, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1993
MBA, General Management
Duke University 1975 — 1979
BA, Management Science
Hugh Morton's Silvercrest Asset Management Experience May 2008 - May 2010
Job Consultant at Bain & Company
Industry Financial Services
Experience
Bain & Company September 2015 - Present
JP Morgan June 2010 - June 2013
Silvercrest Asset Management May 2008 - May 2010
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Virginia
Bain & Company September 2015 - Present
JP Morgan June 2010 - June 2013
Silvercrest Asset Management May 2008 - May 2010
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Virginia
Van Martin's Silvercrest Asset Management Experience June 2014 - Present
Job Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Thomas Tidgwell's Silvercrest Asset Management Experience July 2010 - December 2014
Job Associate Corporate Development / M&A at AT&T
Industry Telecommunications
Experience
AT&T January 2015 - Present
Silvercrest Asset Management July 2010 - December 2014
Merrill Lynch July 2008 - March 2009
Education
NYU Stern School of Business 2012 — 2014
MBA, Corporate Finance & Accounting
Hamilton College 2004 — 2008
BA, Economics
Pomperaug High School 1999 — 2003
AT&T January 2015 - Present
Silvercrest Asset Management July 2010 - December 2014
Merrill Lynch July 2008 - March 2009
Education
NYU Stern School of Business 2012 — 2014
MBA, Corporate Finance & Accounting
Hamilton College 2004 — 2008
BA, Economics
Pomperaug High School 1999 — 2003
Nancy Higgins's Silvercrest Asset Management Experience Director of Portfolio ManagementMarathon Capital Group LLCApril 2000 - October 2008
Job Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management Director of Portfolio ManagementMarathon Capital Group LLCApril 2000 - October 2008
Donaldson, Lufkin & Jenrette May 1994 - April 2000
Education
Bates College 1977 — 1981
BA, English, French & Secondary Education
Silvercrest Asset Management Director of Portfolio ManagementMarathon Capital Group LLCApril 2000 - October 2008
Donaldson, Lufkin & Jenrette May 1994 - April 2000
Education
Bates College 1977 — 1981
BA, English, French & Secondary Education
Case Carpenter's Silvercrest Asset Management Experience 2009 - 2009
Job Investment Professional at Second Alpha
Industry Venture Capital & Private Equity
Experience
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce
john (Buck) stevenson's Silvercrest Asset Management Experience
Job managing director at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management
Education
Rutgers University-New Brunswick
Silvercrest Asset Management
Education
Rutgers University-New Brunswick
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY