Smith Barney Consulting Group
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Smith Barney Consulting Group Employees
Kanaly Trust, LTA June 2012 - January 2015
UBS Financial Services, Inc. August 2011 - June 2012
Graystone Consulting (a business of Morgan Stanley Smith Barney) May 2007 - August 2011
Davis Hamilton Jackson & Associates, L.P. April 2003 - May 2007
Smith Barney August 2000 - February 2003
Smith Barney - Consulting Group August 1998 - August 2000
Prudential Securities August 1996 - July 1998
Agricultural and Natural Resources Policy Internship Program August 1993 - December 1993
Skills
Wealth Management..., Investment Management, Asset Allocation, Financial Services, Investments, Wealth Management, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Alternative Investments, High Net Worth..., Management, Project Management, Budgeting, Public Relations, Equities, Financial Analysis, Asset Managment, Financial Planning, Finance, Event Management, Event Planning
Education
Texas A&M University 1994 — 1996
M.S., Agricultural Economics
Texas A&M University 1989 — 1994
B.S., Agricultural Economics
Kingwood High School 1985 — 1989
Johnson Sterling, Inc. June 2014 - Present
Fidelity Investments July 2004 - March 2012
Smith Barney Consulting Group April 2003 - July 2004
Merrill Lynch Trust Company June 2002 - April 2003
State of New Jersey Office of the Attorney General February 2000 - July 2001
Skills
Relationship Management, Product Development, Mutual Funds, Securities, Series 7, Series 63, Financial Services, Wealth Management, Investments, Asset Management, Equities, Investment Advisory, Alternative Investments, Fixed Income, Risk Management, Retirement Planning, Investment Management, 401k
Education
Auburn University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Mississippi College School of Law 1996 — 1999
Juris Doctorate, Law
University of Delaware 2002 — 2004
MBA, Finance and Corporate Goverenance
Urban Pathways 2012 - Present
Youth Service Opportunity Program 2009 - Present
Saint Joseph's Soup Kitchen 1994 - Present
Holy Apostles Soup Kitchen June 2009 - December 2011
Citi Smith Barney 2006 - 2008
Trilogy Advisors 2004 - 2006
Smith Barney Consulting Group 1995 - 2004
Skills
Investments, Non-profits, Banking, Budgeting, Customer Relations, Leadership, Psychotherapy, Customer Service, Volunteer Management, Nonprofits, Management, Sales, Budgets, Community Outreach, Fundraising, Finance, Microsoft Excel, Grants, Public Speaking, Program Development
Education
City University of New York-Hunter College 2014 — 2015
Master's degree, Social Work
Northeastern University 1985 — 1989
BS, Finance
Meradia Group February 2010 - Present
Smith Barney Consulting Group 1999 - 2009
Shearson Lehman Hutton 1985 - 1992
Skills
Performance Measurement, Investments, Asset Allocation, Retirement Planning, Wealth Management, Performance Attribution, Investment Advisory, Analysis, Requirements Analysis, Business Analysis, Financial Services, Mutual Funds, Management Consulting
Education
University of North Carolina at Chapel Hill 1975 — 1979
BS, Mathematics
Diamond Hill Capital Management, Inc. 2014 - Present
Smith Graham 2010 - 2014
Hedge Fund of Funds 2009 - 2009
Bear Stearns Asset Management Inc. 2006 - 2008
Forstmann-Leff Associates, LLC 2002 - 2005
UBS 1999 - 2002
Smith Barney Consulting Group 1995 - 1999
Ernst & Young 1990 - 1995
Skills
Investor Relations, Financial Services, Management, Hedge Funds, Fixed Income, New Business Development, Marketing, Business Development, Alternative Investments
Education
The Ohio State University 1988 — 1991
BSBA, Accounting
TIAA-CREF July 2014 - Present
J.P. Morgan Chase, N.A. February 2013 - July 2014
NAWBO-NOLA 2012 - 2013
Morgan Stanley 2010 - 2013
Smith Barney Consulting Group 1996 - 2010
Mutual of America 1987 - 1996
Education
Loyola University New Orleans
Tulane University - A.B. Freeman School of Business
Global Currents Investment Management, LLC April 2011 - August 2012
Global Currents Investment Management, LLC November 2008 - April 2011
Smith Barney Consulting Group April 2005 - November 2008
Smith Barney Consulting Group August 2003 - April 2005
Skills
Asset Managment, Mutual Funds, Asset Management, Equities, Wealth Management
Education
University of Delaware
Bachelor's Degree, Economics
Aber Investments Senior Financial AnalystAir Liquide AmericaApril 1999 - January 2001
GulfStar Group November 1997 - April 1999
Smith Barney, Consulting Group March 1997 - August 1997
Transworld Properties May 1996 - August 1996
Education
Jones Graduate School of Business, Rice University 1995 — 1997
MBA, Finance
The University of Texas at Austin 1990 — 1992
BSCE, Civil Engineering
Boston University 1987 — 1990
Engineering
WHV Investments, Inc. May 2014 - Present
MyVest January 2012 - October 2013
RS Investments May 2005 - August 2010
Smith Barney Consulting Group November 2002 - June 2004
Sonoma State University October 2001 - May 2003
Skills
Performance Tuning, Investments
Education
California State University-Sacramento 1997 — 2000
BA Mathematics, Minor Statistics
Archer Investment Management April 2008 - Present
Leadership Austin August 2009 - May 2010
Alpha Capital Management December 2004 - April 2008
Smith Barney Consulting Group September 2003 - November 2004
McDonald Investments / Key Bank February 1998 - September 2003
Skills
Portfolio Management, Asset Management, Non-profits, Investments, Economics, Financial Analysis, Mutual Funds, Due Diligence, Competitive Analysis, Risk Management, Equities, Certified Financial...
Education
CFP Board 2011 — 2012
Certified Financial Planner, Personal Financial Planning
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Executive MBA Program
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Management, Economics
Family Cookbook Project September 2004 - Present
Web Marketing Association September 1997 - Present
Wealth Management News Service January 2002 - January 2006
Phoenix Investment Partners December 2000 - November 2001
Smith Barney Consulting Group December 1997 - September 2000
Liberty Financial Companies January 1992 - December 1997
Skills
Online Advertising, Online Marketing, Interactive Advertising, Team Building, Web Strategy, Online Reputation..., Web Marketing, Marketing, Advertising, Content Strategy, Public Relations, Marketing Strategy, Email Marketing, Digital Marketing, Management, Web Development, Digital Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing
Education
Harvard University 1987 — 1993
Graduate Certificate, Business Administration
Northeastern University 1980 — 1985
B.S., Corporate Communication
HM Capital Management December 2014 - Present
Wittmond Hotel January 2011 - 2015
Summit Strategies December 2012 - December 2014
Summit Strategies December 2010 - December 2012
Summit Strategies April 2009 - December 2010
Saint Louis University May 2008 - May 2009
Centene Corporation September 2008 - April 2009
Smith Barney Consulting Group May 2005 - May 2008
Smith Barney Consulting Group June 2003 - May 2005
Prudential Investments January 2003 - May 2003
Skills
Investments, Asset Allocation, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Strategic Financial..., Series 7, Alternative Investments, Investment Advisory, Valuation, Fixed Income, Due Diligence, Investment Strategies, Risk Management, Mutual Funds, Investment Management, Wealth Management, Finance, Private Equity, Asset Management
Education
Saint Louis University 2008 — 2009
MBA, Finance
Saint Louis University 1999 — 2003
BSBA, Finance
Villa Duchesne / Oak Hill School 1995 — 1999
Primrose Schools November 2014 - Present
Checkers Drive In Restaurants June 2013 - November 2014
Donatos Pizza December 2006 - May 2013
Ohio Treasurer of State June 2000 - December 2006
Catalyst Studio January 2000 - December 2006
Old Course Design February 1996 - June 1999
Smith Barney Consulting Group 1992 - 1996
Skills
Franchising, Business Development, Recruiting, Team Building, Strategic Planning, Leadership, Budgets, Coaching, Marketing Strategy, Marketing, Retail, New Business Development, Start-ups, Contract Negotiation, Strategy, Income Statement, Small Business, Sales, Entrepreneurship, Operations Management, P&L Management, Training, Management, P&L, Leadership Development, Franchise Consulting
Education
The Ohio State University 1996 — 1999
MLA, Landscape Architecture
Washington and Jefferson College 1987 — 1991
Bachelor of Arts, Accounting
St. John's Jesuit High School 1983 — 1987
College Preparatory
The Blackstone Group October 2011 - Present
UBS 2002 - September 2011
Smith Barney Consulting Group 1997 - 2002
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Investment Strategies, Portfolio Management, Alternative Investments
Education
Simmons College
PNC February 2011 - Present
Morgan Stanley Smith Barney July 2007 - January 2011
Touchstone Investments September 2005 - June 2007
Smith Barney September 1998 - August 2005
Smith Barney Consulting Group May 1996 - August 1998
Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies
Education
State University of New York College at Buffalo
BS, Business Administration/Finance
CM First Group 2013 - Present
ACCOUNTING AND FINANCE CONSULTANT October 2011 - Present
Brown Bag Delivers January 2011 - Present
ADC Austin November 2007 - September 2010
Mi Tierra Title 2006 - 2007
Accounting Principals 2005 - 2006
Riverstone Wealth Management 2004 - 2005
Smith Barney Consulting Group 2002 - 2003
University of Texas School of Law 2000 - 2001
Skills
Financial Analysis, Sales Process, Strategic Financial..., Accounting, Motivation, Management, Leadership, Financial Modeling, Accounts Receivable, Strategic Planning, Mergers & Acquisitions, Finance, Forecasting, Start-ups, Risk Management, Portfolio Management, Negotiation, Due Diligence, Entrepreneurship, Strategy, Collage, Financial Reporting, Budgets, Passion for Success, Business Development, Paint, Analysis, Pricing, Auditing, Team Leadership, Human Resources, Sales, Payroll, Executive Management, Management Consulting, Internal Controls, P&L, Marketing, Enterprise Software, Business Planning
Education
The University of Texas at Austin 1999 — 2004
BA
Palladiem August 2011 - Present
Lockwood Advisors, Inc. July 2009 - August 2011
Lockwood Capital Management, Inc June 2004 - July 2009
Lockwood Advisors, Inc. October 2002 - July 2004
Lockwood Financial Services, Inc May 1996 - October 2002
Smith Barney Consulting Group August 1989 - May 1996
Chase Manhattan Bank June 1985 - June 1989
Northern Trust June 1983 - June 1985
Skills
Investment Strategies, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Risk Management, Investments, Financial Services, Financial Advisory, Asset Management, Finance, Investment Management, Financial Risk, Mutual Funds, Hedge Funds, Institutional...
Education
Loyola University of Chicago - Graduate School of Business 1981 — 1983
mba, business
Arizona State University 1978 — 1980
bs, finance
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Wells Fargo Advisors September 2004 - Present
Lockwood Financial Services, Inc. November 1998 - September 2004
Smith Barney Consulting Group October 1989 - November 1998
Education
University of Delaware 1985 — 1989
BS, Business - Administrative Management
Mendham High School 1981 — 1985
Graystone Consulting, a business of Morgan Stanley Smith Barney LLC July 2009 - June 2011
Citi Institutional Consulting January 2000 - March 2009
Smith Barney Consulting Group February 1996 - February 2000
Citicorp Investment Services January 1990 - January 1995
Skills
Financial Advisory, Series 7, Alternative Investments, Wealth Management, Series 63, Fixed Income, Securities, Series 24, Investment Advisory, Asset Allocation, Equities, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Series 65, Financial Services, Mutual Funds, Investments, Capital Markets, Sales Management, Asset Management, FINRA, Strategic Financial..., Finance, Investment Management, ETFs, Separately Managed..., High Net Worth..., Uniform Combined State..., Retirement Planning, Bonds, Retirement, Wealth Management..., 401k, Wealth, Options, Financial Markets, Trading, Fixed Annuities, Estate Planning, Series 6, Relationship Management, Bloomberg, Fund Of Funds, IRAs, Structured Products, Private Banking, Financial Planners, Pensions
Education
City University of New York
BA, MA
Morgan Stanley May 2007 - Present
Wilmington Trust Company September 2004 - September 2006
Smith Barney Consulting Group August 1994 - September 2004
Education
University of Delaware 1990 — 1994
Bachelor’s Degree, Psychology
Widener University
Master’s Degree, HR Management
Tucker Advisors July 2013 - Present
Merrill Lynch June 2012 - July 2013
Curian Capital, LLC February 2009 - November 2011
Smith Barney Consulting Group February 2004 - February 2009
Merrill Lynch November 1996 - February 2004
Various Companies September 1990 - September 1996
Skills
Portfolio Management
Education
University of Denver - Daniels College of Business 1986 — 1990
BSBA, Finance
LyondellBasell September 2014 - Present
HFRRF June 2001 - September 2014
Vista Analytics, LLC June 2000 - June 2001
Smith Barney Consulting Group June 1996 - June 2000
Moriarty & Associates, June 1994 - June 1996
Skills
institutional..., Defined benefit plan..., Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Fixed Income, Investment Advisory..., Equities, Portfolio Management, Investments, Private Equity, Investment Advisory, Mutual Funds, Derivatives, Hedging, Wealth Management, Capital Markets, Venture Capital, Institutional..., Fund Of Funds, ETFs, Finance
Education
University of Houston 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Houston Baptist University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General