St. Germain Investment Management
Industry: Company
DescriptionFounded: 1924 Subsidiary: St. Germain Securities, Inc.
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St. Germain Investment Management Employees
Employee
Years
Job
Industry
Bob LaPre Bob LaPre's St. Germain Investment Management Experience February 1999 - May 2010
Job Director of Finance at United Way of Hampshire County
Industry Nonprofit Organization Management
Experience
United Way of Hampshire County August 2012 - Present
United Way Hampshire County August 2010 - August 2012
St. Germain Investment Management February 1999 - May 2010
Hampshire County Home Health Services, Inc. May 1988 - October 1998
United Technologies December 1981 - November 1987
Skills
Insurance, Customer Service, Sales, Marketing, Portfolio Management, Mutual Funds
Education
American International College 1973 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
United Way of Hampshire County August 2012 - Present
United Way Hampshire County August 2010 - August 2012
St. Germain Investment Management February 1999 - May 2010
Hampshire County Home Health Services, Inc. May 1988 - October 1998
United Technologies December 1981 - November 1987
Skills
Insurance, Customer Service, Sales, Marketing, Portfolio Management, Mutual Funds
Education
American International College 1973 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
Lou Bartenstein Lou Bartenstein's St. Germain Investment Management Experience January 2005 - Present
Job Vice President at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management January 2005 - Present
General Reinsurance 1984 - 2002
Equitable Life Insurance 1973 - 1984
US Army 1968 - 1971
Skills
Portfolio Management, Series 7, Mutual Funds, Investments, Asset Management, Wealth Management, Financial Services, Fixed Income, Investment Management, Asset Allocation, Strategic Planning, Bloomberg, Capital Markets, Bonds, ETFs, Investment Strategies
Education
University of Rochester 1971 — 1973
Master of Business Administration (M.B.A.), Finance, General
Boston College 1964 — 1968
Bachelor's degree, Economics
St. Germain Investment Management January 2005 - Present
General Reinsurance 1984 - 2002
Equitable Life Insurance 1973 - 1984
US Army 1968 - 1971
Skills
Portfolio Management, Series 7, Mutual Funds, Investments, Asset Management, Wealth Management, Financial Services, Fixed Income, Investment Management, Asset Allocation, Strategic Planning, Bloomberg, Capital Markets, Bonds, ETFs, Investment Strategies
Education
University of Rochester 1971 — 1973
Master of Business Administration (M.B.A.), Finance, General
Boston College 1964 — 1968
Bachelor's degree, Economics
Laurie Long Laurie Long's St. Germain Investment Management Experience November 2002 - Present
Job Senior Vice President at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management November 2002 - Present
Information Systems Group, Inc. January 2000 - November 2002
Information Systems Group Inc. January 1994 - January 2000
Skills
Portfolio Management, Series 7, Investments, Mutual Funds, Equities, Financial Services, Sales, Management, Asset Management, Insurance, Business Analysis, Back Office, Back Office Operations, Data Analysis, Network Administration, Computer Hardware, Finance, Operations Management, Project Management, Business Process..., Organizational..., Strategic Planning
Education
University of Massachusetts, Amherst
B.S.
Ithaca College
St. Germain Investment Management November 2002 - Present
Information Systems Group, Inc. January 2000 - November 2002
Information Systems Group Inc. January 1994 - January 2000
Skills
Portfolio Management, Series 7, Investments, Mutual Funds, Equities, Financial Services, Sales, Management, Asset Management, Insurance, Business Analysis, Back Office, Back Office Operations, Data Analysis, Network Administration, Computer Hardware, Finance, Operations Management, Project Management, Business Process..., Organizational..., Strategic Planning
Education
University of Massachusetts, Amherst
B.S.
Ithaca College
Kathryn Valickus Kathryn Valickus's St. Germain Investment Management Experience June 2003 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
Staples February 2014 - Present
Staples May 2013 - February 2014
MassMutual Financial Group June 2008 - June 2012
MassMutual Financial Group August 2007 - June 2008
Lincoln Financial Group June 2006 - August 2006
St. Germain Investment Management June 2003 - August 2005
Skills
Portfolio Management, Investments, Equities, Accounting, Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Outlook, Process Improvement, Financial Reporting, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics-Accounting
Staples February 2014 - Present
Staples May 2013 - February 2014
MassMutual Financial Group June 2008 - June 2012
MassMutual Financial Group August 2007 - June 2008
Lincoln Financial Group June 2006 - August 2006
St. Germain Investment Management June 2003 - August 2005
Skills
Portfolio Management, Investments, Equities, Accounting, Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Outlook, Process Improvement, Financial Reporting, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics-Accounting
Kellie (Lentes) Glaze Kellie (Lentes) Glaze's St. Germain Investment Management Experience August 2013 - Present
Job Assistant Treasurer at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management August 2013 - Present
St. Germain Investment Management August 2010 - Present
Aspen Square Management May 2007 - August 2010
Skills
Strategic Planning, Customer Service, Public Speaking, Leadership, Microsoft Excel, Process Improvement, Data Analysis, Insurance, Microsoft Office, Access, Business Analysis, Microsoft Word, Sales, Accounting, Financial Analysis, Budgets
Education
Western New England University 2014 — 2017
Master of Business Administration (MBA)
Bay Path College 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Holyoke Community College
Associate's degree, Accounting
St. Germain Investment Management August 2013 - Present
St. Germain Investment Management August 2010 - Present
Aspen Square Management May 2007 - August 2010
Skills
Strategic Planning, Customer Service, Public Speaking, Leadership, Microsoft Excel, Process Improvement, Data Analysis, Insurance, Microsoft Office, Access, Business Analysis, Microsoft Word, Sales, Accounting, Financial Analysis, Budgets
Education
Western New England University 2014 — 2017
Master of Business Administration (MBA)
Bay Path College 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Holyoke Community College
Associate's degree, Accounting
Amy Santarelli Amy Santarelli's St. Germain Investment Management Experience April 2007 - July 2014
Job Vice President, Wealth ManagementWinerLevsky Group, UBS Financial Services
Industry Investment Management
Experience
UBS Wealth Management July 2014 - Present
St. Germain Investment Management April 2007 - July 2014
John Hancock Financial Services February 1992 - November 2000
Skills
Account Management, New Business Development, Relationship Management, Strategic Planning, CRM, Sales Management, Business Development, Series 7, Salesforce.com, Marketing Strategy, Financial Services, Sales, Business Strategy, Strategic Partnerships, Insurance, Mutual Funds, Analytics, Team Building, Portfolio Management, Marketing
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (BA), Interpersonal Communication
Longmeadow High School
UBS Wealth Management July 2014 - Present
St. Germain Investment Management April 2007 - July 2014
John Hancock Financial Services February 1992 - November 2000
Skills
Account Management, New Business Development, Relationship Management, Strategic Planning, CRM, Sales Management, Business Development, Series 7, Salesforce.com, Marketing Strategy, Financial Services, Sales, Business Strategy, Strategic Partnerships, Insurance, Mutual Funds, Analytics, Team Building, Portfolio Management, Marketing
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts (BA), Interpersonal Communication
Longmeadow High School
Carlo Centeno Carlo Centeno's St. Germain Investment Management Experience August 2007 - Present
Job Vice PresidentMarketing at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management August 2007 - Present
Bay Path College September 2003 - May 2008
American International College September 2002 - May 2008
The Momentum Group August 1998 - August 2007
Martek Corporation August 1993 - May 1998
Pioneer Valley Business Digest 1994 - 1996
Skills
Marketing Strategy, Marketing Communications, Public Relations, Strategic Planning, Social Media Marketing, Social Media, Event Management, Public Speaking, Advertising, Project Management, Research, Marketing, Online Advertising, Blogging, Marketing Management, Customer Service, Editing, Networking, Lead Generation, Sales, Writing, Photography, Lightroom, Photoshop, InDesign, Leadership, Strategy, Fundraising, Email Marketing, Market Research, Management, B2B, Market Planning, Market Analysis, Corporate Branding, Online Marketing, Media Relations, Brand Development, Nonprofits, Integrated Marketing, Strategic Partnerships, Digital Marketing, Direct Marketing, Copywriting, Entrepreneurship, Corporate Communications, Strategic Communications, Press Releases, Marketing Research, Product Marketing
Education
Isenberg School of Management, UMass Amherst
MBA-Marketing, B2B, B2C, marketing & branding, research
St. Germain Investment Management August 2007 - Present
Bay Path College September 2003 - May 2008
American International College September 2002 - May 2008
The Momentum Group August 1998 - August 2007
Martek Corporation August 1993 - May 1998
Pioneer Valley Business Digest 1994 - 1996
Skills
Marketing Strategy, Marketing Communications, Public Relations, Strategic Planning, Social Media Marketing, Social Media, Event Management, Public Speaking, Advertising, Project Management, Research, Marketing, Online Advertising, Blogging, Marketing Management, Customer Service, Editing, Networking, Lead Generation, Sales, Writing, Photography, Lightroom, Photoshop, InDesign, Leadership, Strategy, Fundraising, Email Marketing, Market Research, Management, B2B, Market Planning, Market Analysis, Corporate Branding, Online Marketing, Media Relations, Brand Development, Nonprofits, Integrated Marketing, Strategic Partnerships, Digital Marketing, Direct Marketing, Copywriting, Entrepreneurship, Corporate Communications, Strategic Communications, Press Releases, Marketing Research, Product Marketing
Education
Isenberg School of Management, UMass Amherst
MBA-Marketing, B2B, B2C, marketing & branding, research
Brendon Hutchins Brendon Hutchins's St. Germain Investment Management Experience September 2003 - November 2013
Job Senior Vice President Wealth Management, CFP®
Industry Investment Management
Experience
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
UBS Financial Services December 2013 - Present
St. Germain Investment Management September 2003 - November 2013
Fleet Bank November 2001 - September 2003
Fidelity Investments January 1994 - November 2001
Education
College of the Holy Cross 1990 — 1994
College of the Holy Cross 1990 — 1994
Thaddeus Welch Thaddeus Welch's St. Germain Investment Management Experience September 2015 - Present
Job Portfolio Manager at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management September 2015 - Present
Berkshire Bank April 2014 - September 2015
Spinnaker Trust June 2010 - March 2014
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Due Diligence, Bloomberg
Education
Bowdoin College 2004 — 2008
Bachelor of Arts (BA), Economics
St. Germain Investment Management September 2015 - Present
Berkshire Bank April 2014 - September 2015
Spinnaker Trust June 2010 - March 2014
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Due Diligence, Bloomberg
Education
Bowdoin College 2004 — 2008
Bachelor of Arts (BA), Economics
Denis M. Horrigan, CFP® Denis M. Horrigan, CFP®'s St. Germain Investment Management Experience March 2006 - May 2008
Job Wealth Manager with 20 years of experience
Industry Financial Services
Experience
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology
Jason Schuck Jason Schuck's St. Germain Investment Management Experience May 2006 - Present
Job Treasurer, Vice President at St. Germain Investment Management
Industry Financial Services
Experience
St. Germain Investment Management May 2006 - Present
Babson Capital Management May 2005 - May 2006
The Hartford July 1998 - March 2005
Advest, Inc. October 1996 - January 1998
Bristol-Myers Squibb January 1996 - October 1996
Skills
Microsoft Excel, Microsoft Word, Financial Structuring, Strategic Planning, Process Improvement, Sales, Customer Service, Financial Analysis, Financial Reporting, Cash Management, Auditing, Compliance, Project Management, Leadership, Problem Analysis, Team Building, Business Efficiency, Investments, Financial Audits, Department Budgeting, Streamlining Process, Process Redesign, Cash Flow Forecasting, Account Reconciliation, Payroll Services, Risk Analysis, Securities Lending, Financial Regulation
Education
Central Connecticut State University
Bachelor of Science (BS), Finance
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
St. Germain Investment Management May 2006 - Present
Babson Capital Management May 2005 - May 2006
The Hartford July 1998 - March 2005
Advest, Inc. October 1996 - January 1998
Bristol-Myers Squibb January 1996 - October 1996
Skills
Microsoft Excel, Microsoft Word, Financial Structuring, Strategic Planning, Process Improvement, Sales, Customer Service, Financial Analysis, Financial Reporting, Cash Management, Auditing, Compliance, Project Management, Leadership, Problem Analysis, Team Building, Business Efficiency, Investments, Financial Audits, Department Budgeting, Streamlining Process, Process Redesign, Cash Flow Forecasting, Account Reconciliation, Payroll Services, Risk Analysis, Securities Lending, Financial Regulation
Education
Central Connecticut State University
Bachelor of Science (BS), Finance
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
Timothy Suffish CFA's St. Germain Investment Management Experience March 2004 - Present
Job Senior Vice President at St. Germain Investment Management
Industry Investment Management
Experience
St. Germain Investment Management March 2004 - Present
Banknorth Investment Management January 2001 - March 2004
Fidelity Investments 1997 - 2001
PwC 1994 - 1997
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Managment, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Masters in Accounting, Business, Accounting
College of the Holy Cross 1989 — 1993
BA, Mathematics
whs
St. Germain Investment Management March 2004 - Present
Banknorth Investment Management January 2001 - March 2004
Fidelity Investments 1997 - 2001
PwC 1994 - 1997
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Managment, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Masters in Accounting, Business, Accounting
College of the Holy Cross 1989 — 1993
BA, Mathematics
whs
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY