Source Capital Group

Description

Address: 150 Spear St # 950, San Francisco, CA 94105 Phone: (415) 986-0165Category: : Hours: : : : Place name: : Website: : Website: http://source-cap.com/ Category: Company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Source Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Source Capital Group Employees

Employee
Years
Job
Industry
Jeffrey Silverman Jeffrey Silverman Scottsdale, Arizona Details
Jeffrey Silverman's Source Capital Group Experience 2003 - 2010
Job Regional Director at Willis Consulting, Inc.
Industry Staffing and Recruiting
Experience
Willis Consulting, Inc.   August 2013 - Present
Bella Monte Recovery Center   2013 - Present
Wilson - Davis & Co. Inc.   July 2012 - July 2013
BMA Securities   July 2010 - July 2012
Source Capital Group   2003 - 2010

Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 79, FINRA, Venture Capital, Capital Markets, Investment Banking, Investments, Portfolio Management, Equities, Securities, Uniform Combined State..., Loans, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Trading, Private Equity, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Equity Research, Fixed Income, Asset Management, Private Placements, Financial Services, Valuation, Retirement Planning

Education
Arizona State University   1985 — 1989
BS, Finance

Chaparral High School   1981 — 1985

Kira Bergmann Kira Bergmann Greater Boston Area Details
Kira Bergmann's Source Capital Group Experience December 2012 - July 2013
Job Allocation Analyst at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc.   June 2015 - Present
UMass Football Operations   March 2012 - Present
Michael Zbar and Peter Leung CPA, LLC   June 2014 - August 2014
Enterprise Rent-A-Car  May 2014 - August 2014
Henry Kaufmann Campgrounds  June 2010 - August 2013
Source Capital Group   December 2012 - July 2013
Gary and Company Catering   April 2011 - August 2012
Youth for Hospice- United Hospice of Rockland   January 2009 - June 2011

Skills
Event Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Research, Social Networking, Social Media, Fundraising, Customer Service, Prezi, Oral & Written..., Organization Skills, Mac OS X, Windows 7, Conjoint Analysis, Qualtrics Survey..., OS X, Communication

Education
University of Massachusetts at Amherst - Isenberg School of Management   2011 — 2015
Bachelor of Business Administration (BBA), Marketing, 3.78

Clarkstown High School North   2007 — 2011
International Baccalaureate Diploma

John Mooney John Mooney San Francisco Bay Area Details
John Mooney's Source Capital Group Experience February 2014 - December 2014
Job Director, Capital Markets
Industry Investment Banking
Experience
DME Securities   February 2015 - Present
Source Capital Group   February 2014 - December 2014
UBS Securities  January 2010 - May 2012
Goldman Sachs  August 1987 - February 2008
United States Marine Corps  1972 - 1978

Skills
Start-ups, Investments, Business Strategy, Derivatives, Financial Modeling, Entrepreneurship, Strategy, New Business Development, Financial Analysis, Hedge Funds, Fixed Income, Financial Services, Management, Equity Derivatives, Banking, Finance, Corporate Finance, Business Development, Management Consulting, Alternative Investments, Trading Systems, Bonds, Wealth Management, Business Planning, Structured Products, Financial Markets, Marketing Strategy, Investment Management, Series 7, Credit Derivatives, Proprietary Trading, Interest Rate..., Series 63, Relationship Management, Cloud Computing, Business Intelligence, Change Management, Trading, Structured Finance, Investment Banking, Asset Management, Private Equity, Capital Markets, Valuation

Education
Stanford Graduate School of Business   1985 — 1987
MBA

University of Southern California
MS, Information Technology

United States Naval Academy
BS, Electrical Engineering

Philip Postma Philip Postma Pompano Beach, Florida Details
Philip Postma's Source Capital Group Experience April 2009 - November 2010
Job Self Employed at Self Employed
Industry Investment Management
Experience
Self Employed  March 2013 - Present
Scott Snow (Financial Advisors) LLC   February 2012 - March 2013
Wisconsin Athletic Assocation   2007 - 2011
Source Capital Group   April 2009 - November 2010

Education
Grand Valley State University   2008 — 2011
Bachelors of Business Administration, Finance Economics

Dieter Lichtenstein Dieter Lichtenstein Stamford, Connecticut Details
Dieter Lichtenstein's Source Capital Group Experience September 2014 - January 2015
Job Associate at Valcour Capital Management
Industry Investment Management
Experience
Valcour Capital Management   May 2015 - Present
Hudson Partners   March 2015 - April 2015
Source Capital Group   September 2014 - January 2015
First Atlantic Federal Credit Union  June 2014 - August 2014
Elevation LLC  May 2014 - August 2014
Bridgeport Downtown Special Services District   September 2013 - April 2014
New Jersey Department of Community Affairs  June 2013 - August 2013
Vector Marketing  December 2012 - January 2013
The Hoop Group  May 2012 - August 2012

Skills
PowerPoint, Google Docs, Microsoft Excel, Teamwork, Social Media, Microsoft Word, QuickBooks, Outlook, Authorize.net, FileMaker, Research, Financial Analysis, Investments

Education
Fairfield University   2011 — 2015
Bachelor of Science (BS), Finance and Marketing

Christian Brothers Academy   2007 — 2011
High School

Christopher Bade Christopher Bade Phoenix, Arizona Details
Christopher Bade's Source Capital Group Experience February 2014 - Present
Job Associate at Mica CreekSagamore Capital Partners, LLC
Industry Financial Services
Experience
Mica Creek-Sagamore Capital Partners, LLC   September 2014 - Present
Source Capital Group   February 2014 - Present
Arizona State University Men's Rowing   May 2011 - May 2013
Merrill Lynch  June 2012 - August 2012
BADE COMPANIES   August 2007 - September 2011

Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Customer Service, Business Development, Social Media, Social Media Marketing, HTML, Windows, Financial Analysis, Photoshop, Statistical Data..., Sales, Cold Calling, Construction, Project Bidding, Leadership, Contract Negotiation, Budgets, Marketing, Team Building, Finance, CRM, Team Leadership, Investments, Time Management

Education
Arizona State University, W. P. Carey School of Business   2008 — 2013
Bachelor of Science (B.S.), Economics, Finance

Centennial High School   2004 — 2007

Jeff Evanello,CLU,ChFC,RICP Jeff Evanello,CLU,ChFC,RICP Phoenix, Arizona Area Details
Jeff Evanello,CLU,ChFC,RICP's Source Capital Group Experience August 2008 - August 2010
Job Senior Director, Business Development for Cambridge Investment Research at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   November 2014 - Present
Cambridge Investment Research  October 2011 - October 2014
Waddell & Reed  August 2010 - October 2011
Evanello Enterprises, LLC   May 2008 - October 2011
Source Capital Group   August 2008 - August 2010
ProPlayer Fantasy Sports, LLC   June 2009 - August 2009
The Vanguard Group  November 1998 - March 2008
Vanguard  1998 - 2008
The Vanguard Group  November 1998 - May 2003
Joseph Charles & Associates   January 1998 - November 1998

Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance

Education
The American College   2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass

Rutgers, The State University of New Jersey-New Brunswick   1982 — 1986
Bachelor of Arts, Economics

The American College   1991 — 1994
CLU, ChFC, Finance

Kenneth Gruneisen Kenneth Gruneisen Pompano Beach, Florida Details
Kenneth Gruneisen's Source Capital Group Experience September 1994 - Present
Job Owner, Gruneisen Growth Corp
Industry Financial Services
Experience
Source Capital Group   September 1994 - Present
Gruneisen Growth Corp   January 2003 - Present
The Barefoot Elves, Inc.   October 2006 - Present
Lighthouse Point Chamber of Commerce   2006 - 2008

Skills
Tactical Asset..., Exceeding Expectations, Investments, Financial Services, Asset Managment, Executive Management, Portfolio Management, Risk Management, Strategic Financial..., Strategic Planning, Business Development, New Business Development, Not Displaying, Recommendations &, Endorsements

Education
Broward College   1985 — 1987

Nicholas Leone Nicholas Leone Greater New York City Area Details
Nicholas Leone's Source Capital Group Experience 1997 - 2003
Job Owner, Global Fund Group, LLC
Industry Investment Management
Experience
Global Fund Group, LLC   2007 - Present
LPL  2005 - 2007
AIG Advisor Group  2003 - 2005
Source Capital Group   1997 - 2003
United Nations  1997 - 1997
Deutsche Asset Management  1994 - 1997
Merrill Lynch  1992 - 1994

Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics

Education
Harvard Business School   2004 — 2004
Financial Management

Pepperdine University School of Law   1991 — 1991
Strauss Institute

Fuller Theological Seminary   1989 — 1991
MA, Theology & Intercultural Studies

Gordon College   1984 — 1989
BS, Business Administration & Exercise Physiology

McGill University   1986 — 1987
Physical Education

Tabor

Brian Schleifer Brian Schleifer Charleston, South Carolina Area Details
Brian Schleifer's Source Capital Group Experience April 2008 - Present
Job President & CEO at DentalSmart
Industry Financial Services
Experience
DentalSmart   August 2010 - Present
Source Capital Group   April 2008 - Present
ClubStore   April 2006 - Present
Westport Supply Company   1989 - 2005
Skyline Mills   January 1980 - April 1989

Education
Clemson University   1973 — 1977
BT, Textile Technology

Bethesda-Chevy Chase HS

Peter Antinozzi Peter Antinozzi Greater New York City Area Details
Peter Antinozzi's Source Capital Group Experience July 2004 - May 2005
Job Assistant Vice President
Industry Capital Markets
Experience
Wells Fargo  June 2011 - Present
Royal Bank of Scotland Group  September 2009 - July 2011
Morgan Stanley  March 2009 - July 2009
Gerald Metals Inc  May 2007 - October 2008
UBS Investment Bank  June 2005 - May 2007
Source Capital Group   July 2004 - May 2005

Skills
Bloomberg, FX Options, Equity Derivatives, Swaps, Middle Office, Derivatives, Equities, Series 7, Capital Markets, Fixed Income

Education
Hobart and William Smith Colleges   2000 — 2004
Bachelors of Arts degree

H.Kurt Bratches H.Kurt Bratches Greater New York City Area Details
H.Kurt Bratches's Source Capital Group Experience July 1998 - April 2005
Job Consultant/Builder at AllthingsHome
Industry Construction
Experience
AllthingsHome   July 2006 - Present
Source Capital Group   July 1998 - April 2005

Skills
Renovation, Residential Homes, Construction, Contractors, Carpentry, Property Management, Interior Design, Plumbing, Electricians, Home Staging, Bathrooms, Painting, Home Improvement, Investments

Education
Arizona State University
B.A.

Brian Schleifer Brian Schleifer Charleston, South Carolina Details
Brian Schleifer's Source Capital Group Experience March 2008 - December 2012
Job President & CEO at DentalSmart
Industry Medical Practice
Experience
DentalSmartUS   August 2010 - Present
Source Capital Group   March 2008 - December 2012

Skills
Corporate Development, Executive Management, Venture Capital, Private Equity, Mergers, Investment Banking, Start-ups, Financial Modeling, Strategic Planning, Microsoft Office, Entrepreneurship, Due Diligence, Private Placements, Mergers & Acquisitions, Restructuring, Real Estate, Valuation, Portfolio Management, Healthcare, Sales, Leadership, Team Building, Business Development, Customer Service, Public Speaking, Marketing, Management

Education
Clemson University   1973 — 1977
Bachelor of Technology (B.Tech.), Industrial Engineering

Bethesda-Chevy Chase HS

Frederick Baker Frederick Baker Greater New York City Area Details
Frederick Baker's Source Capital Group Experience April 2013 - Present
Job Director, Fixed Income at Source Capital Group
Industry Financial Services
Experience
Compass Point Partners   April 2013 - Present
Source Capital Group   April 2013 - Present
BondDesk Group LLC  June 2012 - January 2013
Bonds.com, Inc.   September 2008 - December 2011
Comerica Securities, Inc.   July 2006 - September 2008
HIG Capital  December 2005 - July 2006
ABN AMRO  November 2001 - November 2005
Everest Capital  May 2000 - September 2001
Evaluation Associates  1993 - 1995

Skills
Equities, Treasury, Options, Fund Of Funds, Corporates, Team-oriented, Municipal Bonds, CMOS, Fixed Income, Bonds, Hedge Funds, Emerging Markets, Series 24, Series 7, FINRA, Trading, Bloomberg, Mutual Funds, Securities, Investment Advisory, Series 63, Alternative Investments, Asset Management, Capital Markets, Investment Management, Electronic Trading, Investments, Wealth Management, Finance, Portfolio Management

Education
University of Miami - School of Business   1998 — 2000
MBA, Finance, Statistics

Bard College   1988 — 1992
BA, Political Science, Economics

American School in Japan   1983 — 1988
H.S., General Studies

George Boyan, JD, CFA George Boyan, JD, CFA New York, New York Details
George Boyan, JD, CFA's Source Capital Group Experience July 2008 - April 2010
Job Portfolio Manager
Industry Banking
Experience
Bank Leumi USA  January 2014 - Present
SPAG Funds   April 2010 - January 2014
Source Capital Group   July 2008 - April 2010
Goldman Sachs  June 2007 - June 2008
MetLife  March 2004 - June 2007

Skills
Capital Markets, Investments, MBS, CMO, Agency MBS, ABS, Asset Management, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Alternative Investments, Structured Finance, Securitization, Investment Banking, Derivatives, Private Equity, Securities, Financial Structuring, Structured Products, Equities, Corporate Finance, Due Diligence, Venture Capital, REIT, Asset Managment, Bonds, Bloomberg, Valuation, Trading, Options, Mutual Funds, Asset Allocation, Financial Modeling, Credit, Commodity, Swaps, Series 7, Management

Education
Rutgers University School of Law - Newark   2004 — 2009
JD, Law

Rutgers, The State University of New Jersey-New Brunswick   2000 — 2004
BS, Finance & Political Science

Alan Abrahamson Alan Abrahamson Palm Beach Gardens, Florida Details
Alan Abrahamson's Source Capital Group Experience March 2008 - October 2012
Job Director at Every Watt Matters
Industry Renewables & Environment
Experience
Every Watt Matters  February 2013 - Present
Source Capital Group   March 2008 - October 2012
C & S Distributors   March 2001 - November 2008

Skills
Financial Modeling, Marketing, Customer Service, Financial Analysis, Marketing Strategy, Entrepreneurship, Lighting, Small Business, Distribution Strategies, Sales Management, Business Development, New Business Development, Investments, Retirement Planning, Strategic Planning, Valuation, Microsoft Office, Start-ups, Team Building, Alternative Investments, Microsoft Excel

Education
Syracuse University   1970 — 1972
MBA, Finance

William Knight III William Knight III Greater New York City Area Details
William Knight III's Source Capital Group Experience December 2001 - March 2007
Job Branch Manager & Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital  March 2007 - Present
Source Capital Group   December 2001 - March 2007
Merit Capital Associates   June 2000 - December 2001
First Security Investments   September 1998 - June 2000
La Jolla Capital Corporation   March 1994 - July 1998
Burnett Grey and Company   April 1993 - March 1994
Serious Solutions Inc.   July 1990 - February 1993
Robert Todd Financial   March 1989 - June 1990
Investors Center   December 1988 - March 1989

Skills
Securities, Retirement Planning, Portfolio Management, Finance, FINRA, Mutual Funds, Series 24, Series 7, Series 63, Strategic Financial..., Alternative Investments, Series 65, Wealth Management, Asset Allocation, Financial Analysis, Variable Annuities, ETFs, 401k Rollovers, Life Insurance, Trading, Bond Markets, Management, Financial Advisory, Uniform Combined State...

Education
Albert Einstein College of Medicine   1983 — 1987
Health Psychology

University of Illinois at Urbana-Champaign   1979 — 1983
BA, Biology and Psychology

David Gwynn David Gwynn Eugene, Oregon Area Details
David Gwynn's Source Capital Group Experience 1997 - 2005
Job Digital Marketing Solutions Strategist
Industry Marketing and Advertising
Experience
Oregonian Media Group  October 2013 - Present
Executive Leaders in Digital Media Business Development, Sales & Marketing   2013 - Present
Dex Media  2011 - 2013
Colonial Life  2008 - 2011
Aon  2007 - 2007
Wells Fargo  2005 - 2007
Source Capital Group   1997 - 2005
Gwynn Financial Services, Inc.   1991 - 2005
GE Capital  1986 - 1991

Skills
Executive Management, Operational Planning, Sales Management, Cross Selling, Cross-functional Team..., Senior Executives, Project Execution, Management Consulting, Strategic Planning, Strategic Communications, Public Relations, Public Speaking, Social Networking, Social Media Marketing, New Business Development, Professional Services, Innovation Development, Salesforce.com, Critical Thinking, Market Research, Marketing Strategy, Market Analysis, Marketing Communications, International Business, Sales Presentations, Consultancy, Digital Marketing, Mobile Trends, Mobile Consulting, Paid Search Campaigns, Digital Strategy, Start-ups, Entrepreneurship, Marketing, Business Planning, New Media, Sales, Corporate Finance, CRM, Social Media, B2B, Strategic Partnerships, Digital Trends, YouTube, Social Media ROI, Social Marketing..., International Business..., International Business..., Strategic Financial..., Email Marketing

Education
University of Oregon   1978 — 1982
Bachelor of Arts (Robert D. Clark Honors College), Geology, Economics

Michael Mallone Michael Mallone Stratford, Connecticut Details
Michael Mallone's Source Capital Group Experience January 2009 - December 2011
Job Cost Accountant
Industry Consumer Goods
Experience
Nuovo Pasta Productions Ltd   January 2012 - Present
Source Capital Group   January 2009 - December 2011
West Rock Advisors, Inc.   August 2004 - January 2009

Skills
Strategic Planning, Forecasting, Pricing, Inventory Analysis, Operating Budgets, Financial Reporting

Education
Assumption College   1995 — 1999
Bachelor of Arts (B.A.), Economics

Trumbull High School

JOHN J. KALAMARIDES, JR JOHN J. KALAMARIDES, JR Greater New York City Area Details
JOHN J. KALAMARIDES, JR's Source Capital Group Experience March 2009 - Present
Job VICE PRESIDENTWEALTH MANAGEMENT at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   March 2009 - Present
Smith Barney  April 1984 - March 2009

Skills
Investments, Wealth Management, Mortgage Lending, Alternative Investments, Retirement Planning, Retirement, Variable Annuities, Long-term Care, Series 7, Strategic Financial..., Public Speaking, Life Insurance, Series 63, Asset Allocation, Mutual Funds

Education
Syracuse University
A.B., American History

Wm Nottingham   1959 — 1961

Christopher Provan Christopher Provan Greater New York City Area Details
Christopher Provan's Source Capital Group Experience December 2002 - October 2004
Job Rule breaker, forward thinker, enthusiastic leader, brand ambassador, erstwhile racer, PR writer.
Industry Public Relations and Communications
Experience
Storm King Media   November 2006 - Present
Trade Manage Racing & ZSA Motorsport   February 2010 - April 2013
Fred Mackerodt, Inc.   October 2004 - November 2006
Source Capital Group   December 2002 - October 2004
Harmonic Research, Inc   June 1999 - December 2002

Skills
Journalism, Sustainability, Corporate Social..., Public Relations, Corporate Communications, Social Media Marketing, Writing, Marketing Communications, Social Media, B2B, Brand Development, Executive Management, MS Office Suite, Adobe Creative Suite, SharePoint, Strategic Planning, Copywriting, Marketing Strategy, Microsoft Office, Broadcast, Email Marketing, New Media, Start-ups, Advertising, Digital Media, Video, Management, Editing, Strategic Communications, Social Networking, Event Management, Marketing, Press Releases, Blogging, Entrepreneurship, Media Relations, Strategic Partnerships

Education
Bryant University   1995 — 1999

Bryan Mills Bryan Mills Greater New York City Area Details
Bryan Mills's Source Capital Group Experience 2000 - 2006
Job Financial Consultant & Registered Principal with Investors Capital
Industry Financial Services
Experience
Investors Capital  2007 - Present
Source Capital Group   2000 - 2006

Skills
Innovator, Collaborator, Wealth Management, Asset Allocation, Financial Services, Series 7, Retirement, Financial Analysis, Estate Planning, Variable Annuities, ETFs, Financial Technology, Due Diligence, Long-term Care, 401k, Term Life Insurance, Financial Planners, Life Insurance, Banking, Relationship Management, Trading, Finance, Financial Modeling, Health Insurance, Journalism, IRAs, Disability Insurance, Wealth, Marketing

Education
New York University
Business & Psych

Eliot Rosenthal Eliot Rosenthal Greater New York City Area Details
Eliot Rosenthal's Source Capital Group Experience December 1999 - December 2004
Job Private Investigation for Real Estate,
Industry Security and Investigations
Experience
Paradigm Investigations, LLC   January 2010 - Present
TenanTracers, LLC   January 2005 - November 2009
Source Capital Group   December 1999 - December 2004

Skills
Skip Tracing, Background Checks, Due Diligence, Real Estate, Real Estate Investment, Real Estate Transactions, Investment Properties, Property Management, Investigations, Residential Buildings, Residential, Real Estate Finance, Corporate Real Estate, Apartments, Asset Management, Facilities Management, Purchase, Landlord, Leases, Real Estate Development, Cash Flow, Landlords, Asset Managment, Commercial Real Estate, Sales, Private Investigations, Property

Education
Lynn University   1986 — 1990
Business Major

Rumsey hall   1977 — 1982

State University of New York - System
Business, Finance

Cody Newton Cody Newton Greater New York City Area Details
Cody Newton's Source Capital Group Experience October 2014 - Present
Job Investment Banking Analyst at Source Capital Group
Industry Real Estate
Experience
Source Capital Group   October 2014 - Present
Cohen Real Estate   June 2014 - September 2014
Rockwood Real Estate Advisors / Auction.com   May 2013 - August 2013
Source Capital Group   May 2011 - July 2011
New Canaan Racquet Club   December 2006 - December 2009

Skills
Microsoft Excel, PowerPoint, Valuation, Teamwork, Microsoft Office, Microsoft Word, Investments, Social Media, Customer Service, Photoshop, Research, Public Speaking, HTML, Windows, Public Equity Offerings, Equities, Investment Banking

Education
Lehigh University   2011 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs

Hobart and William Smith Colleges   2010 — 2011
Economics

New Canaan High School   2006 — 2010

David Sudderth David Sudderth Commerce, Texas Details
David Sudderth's Source Capital Group Experience November 2013 - June 2014
Job Football Player at Texas A&MCommerce University
Industry Marketing and Advertising
Experience
AT&T  June 2014 - Present
Source Capital Group   November 2013 - June 2014
Commerce Chevrolet Buick   May 2012 - October 2013
The City of Sulphur Springs   January 2012 - May 2012
Texas A&M-Commerce University   August 2007 - May 2012
Sudderth Construction   May 2011 - August 2011

Skills
Marketing Management, Marketing Research, Team Leadership, Hard Worker

Education
Texas A&M University-Commerce   2007 — 2012
Bachelor of Business Administration, Marketing

Bruce Ryan Bruce Ryan Westport, Connecticut Details
Bruce Ryan's Source Capital Group Experience December 2001 - Present
Job Vice chairman at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   December 2001 - Present

Skills
Private Equity, Due Diligence, Capital Markets, Asset Management, Hedge Funds, Equities, Venture Capital, Alternative Investments, Mergers & Acquisitions, Investments

Education
Northeastern University
Bachelor's degree, Finance, General

Karen E. Purdie Karen E. Purdie San Diego, California Details
Karen E. Purdie's Source Capital Group Experience 2001 - 2002
Job Theia Management
Industry Investment Management
Experience
Theia Management   October 2014 - Present
Penserra Securities LLC  June 2013 - August 2013
Kaufman Bros.  April 2011 - September 2011
Zealous ATS   November 2007 - April 2008
NYPPEX   2006 - 2007
Pali Capital  May 2005 - November 2005
HBack Builders   August 2002 - November 2004
Source Capital Group   2001 - 2002
International Specialty Boutiques   June 1996 - June 1999
Grupo Financiero Interacciones  November 1994 - June 1996

Skills
Fixed Income, Private Equity, Capital Markets, Emerging Markets, Alternative Investments, Investor Relations, Investment Strategies, Financial Markets, Secondary Market, Financial Structuring, High Yield, Portfolio Management, Microsoft/Bloomberg ..., Credit, Finance, Distressed Assets

Education
University of California, Los Angeles
Bachelor's Degree, Political Science

Peter Todd Peter Todd Greater New York City Area Details
Peter Todd's Source Capital Group Experience February 2010 - October 2013
Job Senior Vice President / Brown Thayer Shedd, Inc.
Industry Insurance
Experience
Source Capital Group   February 2010 - October 2013
Keefe, Bruyette & Woods   April 2007 - January 2010
Liability Solutions   April 2004 - June 2006
Dresdner Kleinwort Wasserstein  February 2001 - July 2003
Chase Manhattan Corporation  May 1994 - December 2000
Citibank  November 1987 - June 1992
PaineWebber  August 1984 - November 1987
A.G.Becker Paribas   1983 - 1984

Skills
Capital Markets, Hedge Funds, ABS, Syndications, CDS, Fixed Income, Alternative Investments, Asset Managment, Private Placements, Investment Banking, Equities, Derivatives, Private Equity, Structured Finance, Series 7, Portfolio Management, Structured Products, Asset Management, Money Market, Funding, Securities, Investments

Education
Williams College   1979 — 1983
Bachelor of Arts, Economics & Political Science

Deerfield Academy   1975 — 1979
HS Diploma

David Trigg David Trigg Greater Nashville Area Details
David Trigg's Source Capital Group Experience October 2011 - July 2013
Job Helping Businesses Improve the Bottom Line
Industry Financial Services
Experience
TenK Strategic Business Solutions   2013 - Present
Source Capital Group   October 2011 - July 2013

Skills
Investments

Education
Tennessee Technological University   1978 — 1980
Bachelor of Science (BS), Speech Communication

Forida College   1974 — 1977
Associate of Arts (AA), Speech Communication and Rhetoric

Pine Tree High School, Longview, TX   1971 — 1974

Robert Debbs Robert Debbs Palm Beach, Florida Details
Robert Debbs's Source Capital Group Experience January 2003 - December 2004
Job Senior VicePresidentWealth Managment
Industry Investment Management
Experience
Merrill Lynch  March 2015 - Present
UBS Financial Services Inc.  February 2005 - March 2015
Source Capital Group   January 2003 - December 2004
Integro Services Inc   September 1994 - February 2002
Blair Television  May 1989 - December 1992
La Casona, LaGranja Spain   June 1989 - December 1989
ABC Sports  January 1989 - May 1989
Bicycle Expedition, Heniker NH   June 1986 - May 1989
New York Stock Exchange  June 1982 - September 1983

Skills
Start-ups, Leadership, Advertising, Sales, Finance, Wealth Management, Estate Planning, Investments, Equities, Alternative Investments, Series 7, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Equity Research, Financial Services, Fixed Income, Investment Banking, Mutual Funds, Private Equity

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
MBA

Saint Michael's College   1983 — 1987
BA

Christian Brothers Academy, Lincroft   1979 — 1983
HS

Sea Girt, Elementary   1976 — 1979

St. Cassians, Upper Montclair   1973 — 1976

North East Elementary   1970 — 1973

Andrew Wyman Andrew Wyman Greater New York City Area Details
Andrew Wyman's Source Capital Group Experience June 2012 - Present
Job Branch Manager, Senior Vice President Investments at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   June 2012 - Present
Morristown Capital Associates   June 2012 - Present
Gilford Securities  November 2005 - July 2012
Morgan Stanley  December 1998 - November 2005
Bloomberg  August 1997 - December 1998

Skills
Investments, Options, Financial Risk, Finance, Insurance, Series 7, Bonds, Mutual Funds

Education
Gettysburg College   1993 — 1997
Bachelor's Degree, Management

Wardlaw Hartridge   1989 — 1993
High School

Gary Domoracki Gary Domoracki Greater Boston Area Details
Gary Domoracki's Source Capital Group Experience December 2011 - November 2014
Job Managing Director and Regional Manager for New England at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Family Office Essentials: How to Avoid Family Wealth Destruction   2015 - Present
Barclays Wealth and Investment Management  November 2014 - Present
National Association of Corporate Directors  February 2014 - Present
Source Capital Group   December 2011 - November 2014
Ten Mountain Capital   2012 - 2014
Fireman Capital Advisors   August 2009 - June 2011
Deutsche Bank  October 2006 - August 2009
Credit Suisse Private Bank  November 2004 - October 2006
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston   July 1998 - November 2004
City of Haverhill  1994 - 1996

Skills
Wealth Management, Investments, Private Equity, Mergers & Acquisitions, Start-ups, Hedge Funds, Finance, Entrepreneurship, Strategy, Asset Management, Investment Advisory, Financial Advisory, Estate Planning, Alternative Investments, Portfolio Management, Management, Financial Services, Equities, Restructuring, Investment Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
MBA

Boston University School of Law   1986 — 1989
JD

Middlebury College   1983 — 1986
B.A., Political Science

Brooks School   1978 — 1982

Ryan Hanavan Ryan Hanavan Washington, District Of Columbia Details
Ryan Hanavan's Source Capital Group Experience August 2015 - Present
Job Investment Banking Analyst at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   August 2015 - Present
Source Capital Group   June 2014 - August 2014
Norwalk River Rowing   May 2014 - August 2014
The Golf Performance Center   June 2013 - August 2013
Rob Merkle 4th District Congressional Campaign   May 2010 - May 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Project Management, Leadership

Education
The George Washington University   2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government

David Raybould David Raybould Bowling Green, Kentucky Details
David Raybould's Source Capital Group Experience January 2012 - August 2012
Job Site/Project Management
Industry Automotive
Experience
Bluegrass Supply Chain Services  July 2014 - Present
Urban Sustainable   April 2013 - Present
Self-Employed  June 2008 - January 2013
Source Capital Group   January 2012 - August 2012
PNC  January 2009 - June 2011
New York Life  October 2006 - January 2009
The Hartford  April 2005 - September 2006
Motorists Insurance Group  October 2003 - April 2005
Progressive Insurance  July 2000 - October 2003

Skills
New Business Development, Business Networking, Sales Management, Strategic Prospecting, Training, Strategic Partnerships, Operational Risk..., Business Analysis, Equity Research, Business Valuation, Operations Management, Business Strategy, Business Process..., Customer Service, Marketing Strategy, Mortgage Lending, Public Speaking, Sales, Strategic Planning

Education
Georgetown College   1996 — 2000
Bachelor of Arts (BA), History/Philosophy, 3.8

Thames Valley University   1998 — 1999
None, International Studies, 3.5

Nicholas Dean Nicholas Dean New York, New York Details
Nicholas Dean's Source Capital Group Experience February 2010 - December 2011
Job Branch Manager at ICM Capital Markets LTD
Industry Financial Services
Experience
ICM Capital Markets LTD   May 2012 - Present
Halcyon Cabot Partners, Ltd  January 2012 - June 2012
Source Capital Group   February 2010 - December 2011
Mercer Capital  July 2009 - March 2010
E1 Asset Management  October 2003 - July 2009
Forham Financial Management Inc   January 2002 - September 2003
Raymond James  December 2000 - December 2001
Sands Brothers & Co Ltd   June 1999 - October 2000

Education
Purchase College, SUNY   1995 — 1996
BS, Mathematics

Purchase College, SUNY   1991 — 1995
BA, Economics

Juan de Choudens Juan de Choudens Greater New York City Area Details
Juan de Choudens's Source Capital Group Experience 2009 - October 2011
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A   October 2011 - Present
Norwalk Hospital Foundation   June 2007 - December 2013
Source Capital Group   2009 - October 2011
Citi Private Bank  January 2006 - December 2008
Four-Site LLC   1998 - 2008
Citigroup  1996 - 2008
Citigroup Private Bank  January 2000 - December 2005
Citigroup Global Asset Management   1997 - 1999
PerkinElmer  1995 - 1995

Education
University of Connecticut   1991 — 1995
BS, Finance

Kate Roohe Kate Roohe Greater New York City Area Details
Kate Roohe's Source Capital Group Experience June 2012 - Present
Job Senior Vice President Investments at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   June 2012 - Present
Gilford Securities  June 2006 - July 2012

Skills
Series 7, Series 63, FINRA, Strategic Financial..., Investments, Equities, Fixed Income, Trading, Investment Banking, Investment Advisory, Financial Planning

Education
Loyola University New Orleans   1974 — 1977
Psychology, Political Science

Robert Ryder Robert Ryder Greater New York City Area Details
Robert Ryder's Source Capital Group Experience March 1999 - June 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC.  2010 - Present
Thomas Crown Racing   May 2008 - March 2012
Indy Health and Fitness   November 2004 - July 2010
Investors Capital Corp.  June 2007 - January 2009
Source Capital Group   March 1999 - June 2007

Skills
Investments, Finance, Retirement, Securities, Asset Allocation, Strategic Planning, Equities, Marketing Strategy, Retirement Planning

Education
Bentley University   1992 — 1994
BSA, Finance

University of New Hampshire   1990 — 1992
BSA, Economics

Barry Benedek Barry Benedek Greater New York City Area Details
Barry Benedek's Source Capital Group Experience January 1987 - Present
Job Source Capital Group
Industry Financial Services
Experience
Source Capital Group   January 1987 - Present
Haas Securities   January 1986 - January 1987

Education
University of Pennsylvania

David Rewcastle David Rewcastle Greater New York City Area Details
David Rewcastle's Source Capital Group Experience March 2011 - September 2013
Job Senior Energy & Utilities Analyst at Energy Research Consulting
Industry Financial Services
Experience
Energy Research Consulting   September 2013 - Present
Source Capital Group   March 2011 - September 2013
NYenergyforum   2004 - 2012
Divine Capital Markets  November 2009 - May 2011
CapStone Investments  April 2009 - August 2009
Argus Research  2005 - 2009
Fagenson & Co   February 2004 - September 2004
WesternGeco  1988 - 1995

Skills
Equity Research, Valuation, Trading, Equities, Financial Analysis, Financial Modeling, Investment Banking, Hedge Funds, Portfolio Management, Investments, Capital Markets, Bloomberg, Series 63, Alternative Investments, FINRA, Series 7, Securities, Bonds, Energy, Private Equity, Structured Products, Asset Management, Due Diligence, Fixed Income, Options, Equity Valuation, Series 24

Education
New York University - Leonard N. Stern School of Business   1997 — 2001
Masters Arts/Business Admin., Finance/Near East Studies - Energy

Damascus University   1992 — 1993
Arabic / History

The American University in Cairo   1991 — 1992
Arabic/Pol Sci Mid East

The University of Calgary   1987 — 1991
Bachelor of Arts (BA), Economics (petroleum)/Pol Sci - Mid/East

Paul Borowiec Paul Borowiec Greater New York City Area Details
Paul Borowiec's Source Capital Group Experience June 2009 - January 2015
Job Founder & Chief Investment Officer at Norfield Capital LLC
Industry Financial Services
Experience
Norfield Capital LLC   January 2015 - Present
Source Capital Group   June 2009 - January 2015
StoneWater Capital LLC   May 2005 - June 2008
Neuberger Berman  May 2003 - May 2005
American Skandia  2000 - 2003

Skills
Hedge Funds, Portfolio Management, Due Diligence, Investments, Asset Allocation, Financial Services, Management, Analysis, Alternative Investments, Equities, Series 7, Series 63, Asset Management, Investment Strategies, Securities, Mutual Funds, Valuation

Education
Fairfield University   1996 — 2000
BS, International Business

R. Scott Green R. Scott Green Greater Denver Area Details
R. Scott Green's Source Capital Group Experience September 2006 - March 2011
Job Sr. Trading Specialist
Industry Financial Services
Experience
Charles Schwab  June 2011 - Present
DPR Realty, LLC  August 2010 - June 2011
Source Capital Group   September 2006 - March 2011
Optima Realty, LLC   November 2008 - July 2010
Montalbano Homes  2005 - 2008

Education
Arizona State University - W. P. Carey School of Business   1985 — 2003
B.S., Finance

Eric Wagoner Eric Wagoner Greater New York City Area Details
Eric Wagoner's Source Capital Group Experience October 1995 - Present
Job Head of High Yield Sales at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   October 1995 - Present

Skills
Hedge Funds, Financial Markets, Equities, Capital Markets, Alternative Investments, Portfolio Management, Securities, Mergers & Acquisitions, Series 7, Risk Management, Investments, Series 24, Sales, Bonds, Fixed Income, Asset Managment, Wealth Management, Series 63, Structured Finance, Investment Banking, High Yield, Equity Research, Mutual Funds, Financial Services, Asset Management, Valuation, Private Equity, Corporate Finance, Financial Modeling, Derivatives, Trading, FINRA

Education
University of North Carolina at Chapel Hill
BS Psychology

Wake Forest University - Babcock Graduate School of Management
MBA Finance

Charles Pope Charles Pope Greater New York City Area Details
Charles Pope's Source Capital Group Experience 2005 - Present
Job Managing Director at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   2005 - Present

Skills
Asset Management, Private Equity, Strategic Planning, Start-ups, Mergers & Acquisitions, Investments, Due Diligence, Entrepreneurship, Business Development, Strategy, Equities, Insurance

Education
Princeton University
A.B., American History

Chase Uhlein Chase Uhlein Greater New York City Area Details
Chase Uhlein's Source Capital Group Experience September 2012 - November 2012
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase  December 2012 - Present
Source Capital Group   September 2012 - November 2012
Kerburn Rose  July 2012 - September 2012
Irving Levin Associates, Inc.   June 2011 - August 2011
Grenadier Capital LLC   May 2010 - August 2010
Eagle Hill School  May 2009 - August 2009

Skills
Financial Modeling, Valuation, Economics, Microsoft Excel, PowerPoint, Investment Banking, Stata, Research, Financial Analysis, Due Diligence

Education
New York School of Finance   2012 — 2012

Hamilton College   2008 — 2012
Bachelor of Arts (B.A.), Economics

St. George's School   2004 — 2008

New Canaan High School   2003 — 2004

Peter Marcus Peter Marcus Wardsboro, Vermont Details
Peter Marcus's Source Capital Group Experience 2012 - Present
Job Managing Director at Source Capital Group
Industry Financial Services
Experience
Source Capital Group   2012 - Present
PJM Financial   2009 - 2012
PETER J. MARCUS, Investment Securities   1971 - 2009

Education
Harvard Law School
J.D.

Princeton University
A.B.

William Hanavan William Hanavan United States Details
William Hanavan's Source Capital Group Experience October 2011 - Present
Job Managing DirectorInvestment Banking at Source Capital Group
Industry
Experience
Source Capital Group   October 2011 - Present
Source Capital Group   October 2011 - Present

Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA)

University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA)