Stein Roe and Farnham
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Stein Roe and Farnham Employees
Employee
Years
Job
Industry
Stephen R. McNally Stephen R. McNally's Stein Roe and Farnham Experience July 1983 - October 1990
Job Regional Investment Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank August 2008 - September 2014
SRM Capital Management, LLC December 2002 - April 2008
Duncan Hurst Capital Management July 1994 - December 2002
Nicholas-Applegate Capital Management October 1990 - July 1994
Stein Roe and Farnham July 1983 - October 1990
Blackjack player January 1982 - January 1983
Skills
Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies, Financial Services, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Fixed Income, Series 63, Asset Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1979 — 1980
MS, Physical Chemistry/Quantum Mechanics
Trinity College-Hartford 1975 — 1979
BS, Chemistry
Pittsford-Mendon High School 1972 — 1975
College Prep, College Prep
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank August 2008 - September 2014
SRM Capital Management, LLC December 2002 - April 2008
Duncan Hurst Capital Management July 1994 - December 2002
Nicholas-Applegate Capital Management October 1990 - July 1994
Stein Roe and Farnham July 1983 - October 1990
Blackjack player January 1982 - January 1983
Skills
Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies, Financial Services, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Fixed Income, Series 63, Asset Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1979 — 1980
MS, Physical Chemistry/Quantum Mechanics
Trinity College-Hartford 1975 — 1979
BS, Chemistry
Pittsford-Mendon High School 1972 — 1975
College Prep, College Prep
Jerry Paul CFA Jerry Paul CFA's Stein Roe and Farnham Experience 1987 - 1992
Job Senior Vice President Fixed Income Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
Dennis Nicholes Dennis Nicholes's Stein Roe and Farnham Experience February 1999 - August 2002
Job Safety and Security Officer/Technology Professional at Chicago Public Schools
Industry Information Technology and Services
Experience
Chicago Public Schools September 2012 - Present
Independant Consultant (Self-employed) July 2012 - September 2012
Chicago Public Schools, Tilden High School 2004 - July 2012
Webdesigner Independant August 2002 - September 2004
Stein Roe and Farnham February 1999 - August 2002
Citibank, F.S.B. November 1978 - June 1999
Skills
HTML, Windows, Active Directory, Troubleshooting, Security, Networking, Microsoft Office, Project Management, Program Management, Network Administration, Windows Server, System Administration, Project Planning, Computer Hardware, XP, Customer Service, Web Design, Web Development, Internetworking, Software Installation, Access, Public Speaking, Servers, Windows XP
Education
International Webmasters Association - IWA 2005 — 2011
none, Web Graphics, Video, Flash and Joomla!, Passed all classes.0
Illinois Institute of Technology 1998 — 2005
Multimedia/Web Technology, Computer Science
Iowa Wesleyan College 1969 — 1971
none, Sociology
John Marshall High School 1963 — 1967
High School Diploma, College Prep
Chicago Public Schools September 2012 - Present
Independant Consultant (Self-employed) July 2012 - September 2012
Chicago Public Schools, Tilden High School 2004 - July 2012
Webdesigner Independant August 2002 - September 2004
Stein Roe and Farnham February 1999 - August 2002
Citibank, F.S.B. November 1978 - June 1999
Skills
HTML, Windows, Active Directory, Troubleshooting, Security, Networking, Microsoft Office, Project Management, Program Management, Network Administration, Windows Server, System Administration, Project Planning, Computer Hardware, XP, Customer Service, Web Design, Web Development, Internetworking, Software Installation, Access, Public Speaking, Servers, Windows XP
Education
International Webmasters Association - IWA 2005 — 2011
none, Web Graphics, Video, Flash and Joomla!, Passed all classes.0
Illinois Institute of Technology 1998 — 2005
Multimedia/Web Technology, Computer Science
Iowa Wesleyan College 1969 — 1971
none, Sociology
John Marshall High School 1963 — 1967
High School Diploma, College Prep
Yvonne Houghtaling Yvonne Houghtaling's Stein Roe and Farnham Experience September 1994 - March 1998
Job Graphic Designer/Manager at Stearman Creative LLC.
Industry Design
Experience
Vondesign.net December 2000 - Present
Proxicom, Inc. June 2000 - December 2000
thinktank 1999 - 2000
intelli.com March 1998 - July 1999
Stein Roe and Farnham September 1994 - March 1998
Sargent & Lundy July 1990 - March 1994
Skills
Illustrator, InDesign, Photoshop, Layout, Logo Design, Art Direction, Brochures, Graphic Design, Creative Direction, Marketing, Advertising, Email Marketing, Web Design, User Interface Design, Information Architecture, Graphics, Corporate Branding, Multimedia, Flyers, Adobe Creative Suite
Education
Bradley University 1986 — 1990
BS, Art/Graphic Design
Vondesign.net December 2000 - Present
Proxicom, Inc. June 2000 - December 2000
thinktank 1999 - 2000
intelli.com March 1998 - July 1999
Stein Roe and Farnham September 1994 - March 1998
Sargent & Lundy July 1990 - March 1994
Skills
Illustrator, InDesign, Photoshop, Layout, Logo Design, Art Direction, Brochures, Graphic Design, Creative Direction, Marketing, Advertising, Email Marketing, Web Design, User Interface Design, Information Architecture, Graphics, Corporate Branding, Multimedia, Flyers, Adobe Creative Suite
Education
Bradley University 1986 — 1990
BS, Art/Graphic Design
Dennis Kiley, CIMA®'s Stein Roe and Farnham Experience 1990 - 1998
Job Team Leader/Senior Internal Advisor Consultant/Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2006 - Present
State Financial Bank December 2003 - September 2005
Mid-America Bank July 2002 - December 2003
Great Lakes Bank 1998 - 2002
Stein Roe and Farnham 1990 - 1998
Education
University of Illinois at Chicago 2004 — 2007
MBA, Marketing & Accounting
Saint Xavier University
Undergrad, Business Admin.
Nuveen Investments April 2006 - Present
State Financial Bank December 2003 - September 2005
Mid-America Bank July 2002 - December 2003
Great Lakes Bank 1998 - 2002
Stein Roe and Farnham 1990 - 1998
Education
University of Illinois at Chicago 2004 — 2007
MBA, Marketing & Accounting
Saint Xavier University
Undergrad, Business Admin.
Pamela Lent, CFA's Stein Roe and Farnham Experience 1983 - 2006
Job Senior Investment Advisor at Lowenhaupt Global Advisors
Industry Investment Management
Experience
Lowenhaupt Global Advisors October 2006 - Present
Atlantic Trust Private Wealth Management 1983 - 2006
Stein Roe and Farnham 1983 - 2006
Atlantic Trust/Stein Roe Investment Counsel 1983 - 2006
Stein Roe 1983 - 2006
Skills
Asset Managment, Alternative Investments, Asset Management, Investment Strategies, Investments, Hedge Funds, Investment Advisory, Private Equity, Mutual Funds, Wealth Management..., Portfolio Management, Strategic Financial..., Wealth Management, Investment Management, Fixed Income, Equities, Securities, Asset Allocation, Estate Planning
Education
Colorado College
BA
New York University
MBA
Lowenhaupt Global Advisors October 2006 - Present
Atlantic Trust Private Wealth Management 1983 - 2006
Stein Roe and Farnham 1983 - 2006
Atlantic Trust/Stein Roe Investment Counsel 1983 - 2006
Stein Roe 1983 - 2006
Skills
Asset Managment, Alternative Investments, Asset Management, Investment Strategies, Investments, Hedge Funds, Investment Advisory, Private Equity, Mutual Funds, Wealth Management..., Portfolio Management, Strategic Financial..., Wealth Management, Investment Management, Fixed Income, Equities, Securities, Asset Allocation, Estate Planning
Education
Colorado College
BA
New York University
MBA
Bruno Bertocci's Stein Roe and Farnham Experience 1995 - 1998
Job Managing Director at UBS
Industry Investment Management
Experience
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
Lynn Auxier's Stein Roe and Farnham Experience 1982 - 1984
Job Accounting Professional
Industry Accounting
Experience
US Appraisal Group, Inc. November 2009 - July 2011
TCS Group, L.L.C. 2005 - 2008
H&R Block May 2004 - February 2005
H&R Block October 2001 - May 2004
Stein Roe and Farnham 1982 - 1984
Skills
Financial Reporting, Tax, Budgeting, Bookkeeping, Reconciliation, Quickbooks, General Ledger, Accounts Receivable, Accounts Payable, Payroll, Accounting, Cash Management, Excel, Expenses, P&L, Account Reconciliation, Outlook, PowerPoint, Invoicing, Process Improvement, Word, Tax Preparation, Microsoft Office, Investments, Accountants, Journal Entries, Reconciliations, Payroll Processing, Reconciling, Billing, Spreadsheets, Budget Preparation, Income Statement, Budgets, Financial Accounting, Variance Analysis, Cost Accounting, GAAP, Analysis, Financial Statements, Cash Flow
Education
Dominican University 1978 — 1982
BA, Accounting/Business Administration
Villanova University
Certicate, PMP
US Appraisal Group, Inc. November 2009 - July 2011
TCS Group, L.L.C. 2005 - 2008
H&R Block May 2004 - February 2005
H&R Block October 2001 - May 2004
Stein Roe and Farnham 1982 - 1984
Skills
Financial Reporting, Tax, Budgeting, Bookkeeping, Reconciliation, Quickbooks, General Ledger, Accounts Receivable, Accounts Payable, Payroll, Accounting, Cash Management, Excel, Expenses, P&L, Account Reconciliation, Outlook, PowerPoint, Invoicing, Process Improvement, Word, Tax Preparation, Microsoft Office, Investments, Accountants, Journal Entries, Reconciliations, Payroll Processing, Reconciling, Billing, Spreadsheets, Budget Preparation, Income Statement, Budgets, Financial Accounting, Variance Analysis, Cost Accounting, GAAP, Analysis, Financial Statements, Cash Flow
Education
Dominican University 1978 — 1982
BA, Accounting/Business Administration
Villanova University
Certicate, PMP
Phillip Hofmann, CFA's Stein Roe and Farnham Experience 1985 - 1991
Job Portfolio Manager / CAO
Industry Investment Management
Experience
Lafferty & Lahey Partners, LLC 2012 - Present
CEB December 2010 - 2012
JM Lafferty Associates, Inc. June 1991 - December 2010
PriceTarget Research, Inc. June 2002 - December 2009
Stein Roe and Farnham 1985 - 1991
Skills
Portfolio Management, Mergers & Acquisitions, Investments
Education
The University of Chicago
BA, Chemistry
The University of Chicago Booth School of Business
MBA, Finance
Lafferty & Lahey Partners, LLC 2012 - Present
CEB December 2010 - 2012
JM Lafferty Associates, Inc. June 1991 - December 2010
PriceTarget Research, Inc. June 2002 - December 2009
Stein Roe and Farnham 1985 - 1991
Skills
Portfolio Management, Mergers & Acquisitions, Investments
Education
The University of Chicago
BA, Chemistry
The University of Chicago Booth School of Business
MBA, Finance
Jami Loh's Stein Roe and Farnham Experience 1989 - 1991
Job MassDevelopment
Industry Government Administration
Experience
MassDevelopment 1996 - Present
AllianceBernstein 1993 - 1994
Stein Roe and Farnham 1989 - 1991
Skills
Economic Development, Public Finance, Financial Analysis, Government, Investments, Managerial Finance, Finance, Risk Management, Non-profits, Credit, Banking, Financial Reporting, Commercial Lending, Credit Analysis, Portfolio Management, Structured Finance, Nonprofits, Strategic Planning, Financial Modeling
Education
Massachusetts Institute of Technology 2004 — 2004
Real Estate Development
Boston University 2002 — 2002
Real Estate Development
Suffolk University 1995 — 2000
Master of Business Administration (MBA), Finance, General
Northeastern University 1995 — 1996
French Language and Literature
Boston College 1994 — 1994
Foreign Languages and Literatures, General
The New School 1993 — 1993
Foreign Languages and Literatures, General
Ohio State University 1983 — 1988
BA, Economics/International Relations
MassDevelopment 1996 - Present
AllianceBernstein 1993 - 1994
Stein Roe and Farnham 1989 - 1991
Skills
Economic Development, Public Finance, Financial Analysis, Government, Investments, Managerial Finance, Finance, Risk Management, Non-profits, Credit, Banking, Financial Reporting, Commercial Lending, Credit Analysis, Portfolio Management, Structured Finance, Nonprofits, Strategic Planning, Financial Modeling
Education
Massachusetts Institute of Technology 2004 — 2004
Real Estate Development
Boston University 2002 — 2002
Real Estate Development
Suffolk University 1995 — 2000
Master of Business Administration (MBA), Finance, General
Northeastern University 1995 — 1996
French Language and Literature
Boston College 1994 — 1994
Foreign Languages and Literatures, General
The New School 1993 — 1993
Foreign Languages and Literatures, General
Ohio State University 1983 — 1988
BA, Economics/International Relations
Douglas Wang's Stein Roe and Farnham Experience 1995 - 1999
Job Private Investor
Industry Investment Management
Experience
Village Capital Corporation November 2013 - Present
Judson Services, Inc January 2013 - Present
Shaker Schools Foundation January 2013 - Present
Rainey Institute March 2012 - Present
Saint Luke's Foundation 2002 - Present
Cleveland Social Venture Partners 2012 - Present
Northern Trust Bank, Ohio 2008 - October 2011
Lakepoint Investment Partners 1999 - 2008
Stein Roe and Farnham 1995 - 1999
American Asset Management 1988 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
M. S. M., Finance
Kenyon College 1974 — 1978
A. B., Mathematics
Village Capital Corporation November 2013 - Present
Judson Services, Inc January 2013 - Present
Shaker Schools Foundation January 2013 - Present
Rainey Institute March 2012 - Present
Saint Luke's Foundation 2002 - Present
Cleveland Social Venture Partners 2012 - Present
Northern Trust Bank, Ohio 2008 - October 2011
Lakepoint Investment Partners 1999 - 2008
Stein Roe and Farnham 1995 - 1999
American Asset Management 1988 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
M. S. M., Finance
Kenyon College 1974 — 1978
A. B., Mathematics
Maureen Svagera, CFA's Stein Roe and Farnham Experience 1989 - 1994
Job Fixed Income Securities
Industry Investment Management
Experience
BMO Global Asset Management 1994 - 2012
Stein Roe and Farnham 1989 - 1994
Skills
Asset Management, Asset Managment, Fixed Income, Portfolio Management, Investments, Commercial Mortgages, Residential Mortgages, Government Securities, Mutual Funds, Investment Policy, Risk Management, Trading Strategies, Pension Funds, Client Presentation, Trading, Financial Services
Education
University of Nebraska at Omaha
MBA, Finance
University of Nebraska-Lincoln 1974 — 1978
BSBA 1974, Finance
BMO Global Asset Management 1994 - 2012
Stein Roe and Farnham 1989 - 1994
Skills
Asset Management, Asset Managment, Fixed Income, Portfolio Management, Investments, Commercial Mortgages, Residential Mortgages, Government Securities, Mutual Funds, Investment Policy, Risk Management, Trading Strategies, Pension Funds, Client Presentation, Trading, Financial Services
Education
University of Nebraska at Omaha
MBA, Finance
University of Nebraska-Lincoln 1974 — 1978
BSBA 1974, Finance
dick weiss's Stein Roe and Farnham Experience August 1975 - March 1991
Job managing director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Jeff Henke's Stein Roe and Farnham Experience 1996 - 1998
Job Sales Professional
Industry Financial Services
Experience
AccuQuote 2009 - 2013
RLCA December 2002 - 2009
Fidelity Mortgage 2001 - 2002
Household International 2000 - 2001
Northern Trust 1998 - 2000
Stein Roe and Farnham 1996 - 1998
Skills
Cold Calling, Account Management, Life Insurance, Sales, Insurance, Residential Mortgages, Multi Tasking, Customer Service, Financial Analysis, Sales Process, Time Management, Leadership
Education
Carthage College 1993 — 1996
Bachelor's degree, Business Administration and Management, General
AccuQuote 2009 - 2013
RLCA December 2002 - 2009
Fidelity Mortgage 2001 - 2002
Household International 2000 - 2001
Northern Trust 1998 - 2000
Stein Roe and Farnham 1996 - 1998
Skills
Cold Calling, Account Management, Life Insurance, Sales, Insurance, Residential Mortgages, Multi Tasking, Customer Service, Financial Analysis, Sales Process, Time Management, Leadership
Education
Carthage College 1993 — 1996
Bachelor's degree, Business Administration and Management, General