Strategas Research Partners
Industry: Company
DescriptionFounded: 2006 Parent organization: Robert W. Baird & Co. Subsidiaries: Strategas Securities, LLC, Strategas Asset Management, LLC, Voyager Institutional Services, LLC
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Strategas Research Partners Employees
Employee
Years
Job
Industry
Kate Eastwood Kate Eastwood's Strategas Research Partners Experience May 2014 - July 2014
Job Summer Associate at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group June 2015 - August 2015
Strategas Research Partners May 2014 - July 2014
JPMorgan Chase June 2013 - August 2013
Skills
Research, Teamwork, Photoshop, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English, Time Management, Intermediate Spanish
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics
Upper Arlington High School 2008 — 2012
The Boston Consulting Group June 2015 - August 2015
Strategas Research Partners May 2014 - July 2014
JPMorgan Chase June 2013 - August 2013
Skills
Research, Teamwork, Photoshop, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English, Time Management, Intermediate Spanish
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics
Upper Arlington High School 2008 — 2012
Benjamin Tyler Benjamin Tyler's Strategas Research Partners Experience June 2013 - August 2013
Job Legal Intern, Civil Rights Division, Office of Special Counsel for Immigration at U.S. Department of Justice
Industry International Affairs
Experience
U.S. Department of Justice May 2015 - Present
Raices de Esperanza, Inc. June 2011 - June 2014
Clearpath Immigration January 2014 - May 2014
Strategas Research Partners June 2013 - August 2013
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
Skills
Spanish, International Relations, Research, Management, Public Policy, Politics, Public Speaking, Economics, Nonprofits, Fundraising, Policy Analysis, Government, Microsoft Office, Political Science, Strategic Communications
Education
University of Notre Dame Law School
Georgetown University 2010 — 2014
B.S.F.S., International Politics
Belen Jesuit
U.S. Department of Justice May 2015 - Present
Raices de Esperanza, Inc. June 2011 - June 2014
Clearpath Immigration January 2014 - May 2014
Strategas Research Partners June 2013 - August 2013
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
Skills
Spanish, International Relations, Research, Management, Public Policy, Politics, Public Speaking, Economics, Nonprofits, Fundraising, Policy Analysis, Government, Microsoft Office, Political Science, Strategic Communications
Education
University of Notre Dame Law School
Georgetown University 2010 — 2014
B.S.F.S., International Politics
Belen Jesuit
Claire Spardel Claire Spardel's Strategas Research Partners Experience May 2014 - August 2014
Job Assistant Financial Planner RTW Collections and Impulse at Macy's
Industry Retail
Experience
Macy's September 2015 - Present
Macy's June 2015 - September 2015
Strategas Research Partners May 2014 - August 2014
UPRR, LLC May 2013 - January 2014
Verona Inn May 2012 - August 2012
Lifeguard May 2010 - August 2012
Verona Ballet School September 2007 - June 2011
Skills
Microsoft Office, Research, Customer Service, Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Databases, Editing, Sales, Fundraising, Nonprofits, SAS Programming, Stata, Salesforce.com...
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science Majors
Verona High School 2007 — 2011
Macy's September 2015 - Present
Macy's June 2015 - September 2015
Strategas Research Partners May 2014 - August 2014
UPRR, LLC May 2013 - January 2014
Verona Inn May 2012 - August 2012
Lifeguard May 2010 - August 2012
Verona Ballet School September 2007 - June 2011
Skills
Microsoft Office, Research, Customer Service, Teaching, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Databases, Editing, Sales, Fundraising, Nonprofits, SAS Programming, Stata, Salesforce.com...
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science Majors
Verona High School 2007 — 2011
Matt Gaughan Matt Gaughan's Strategas Research Partners Experience June 2013 - Present
Job Associate, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Fulton Ryder January 2015 - Present
Strategas Research Partners June 2013 - Present
Strategas Research Partners September 2011 - Present
Skills
Microsoft Excel, PowerPoint, Sales, Microsoft Office, Salesforce.com, Bloomberg, Equities, Finance, Bloomberg Terminal, Capital Markets
Education
Fordham University 2009 — 2013
Bachelor's degree, Applied Accounting and Finance
Fairfield College Preparatory School 2005 — 2009
Fulton Ryder January 2015 - Present
Strategas Research Partners June 2013 - Present
Strategas Research Partners September 2011 - Present
Skills
Microsoft Excel, PowerPoint, Sales, Microsoft Office, Salesforce.com, Bloomberg, Equities, Finance, Bloomberg Terminal, Capital Markets
Education
Fordham University 2009 — 2013
Bachelor's degree, Applied Accounting and Finance
Fairfield College Preparatory School 2005 — 2009
Jeffrey Shew, Jr. Jeffrey Shew, Jr.'s Strategas Research Partners Experience May 2012 - January 2013
Job Commercial Analyst at Vitol
Industry Oil & Energy
Experience
Vitol Group July 2015 - Present
EquiPower Resources Corp. May 2013 - April 2015
Strategas Research Partners May 2012 - January 2013
Skills
Natural Gas, Energy, Financial Modeling, VBA, Python, Power Markets, Quantitative Finance, Derivatives, Statistics, Matlab, Bloomberg Terminal, Equities
Education
Rutgers University 2011 — 2014
MS in Mathematical Finance
The University of Connecticut 2009 — 2011
Applied Mathematics
Bryant University 2005 — 2009
BSBA, Finance, Economics
Vitol Group July 2015 - Present
EquiPower Resources Corp. May 2013 - April 2015
Strategas Research Partners May 2012 - January 2013
Skills
Natural Gas, Energy, Financial Modeling, VBA, Python, Power Markets, Quantitative Finance, Derivatives, Statistics, Matlab, Bloomberg Terminal, Equities
Education
Rutgers University 2011 — 2014
MS in Mathematical Finance
The University of Connecticut 2009 — 2011
Applied Mathematics
Bryant University 2005 — 2009
BSBA, Finance, Economics
Alex L. Drechsler Alex L. Drechsler's Strategas Research Partners Experience May 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
Intercollegiate Finance Journal December 2012 - Present
Brown Undergraduate Council of Students May 2013 - Present
Brown University Economics Department December 2013 - Present
Brown RISD Hillel 2012 - Present
Brown University Economics Department January 2013 - December 2013
Strategas Research Partners May 2013 - August 2013
Skills
Public Speaking, Teaching, Stata, Community Outreach, Fundraising, Spanish, Finance, Nonprofits, Investments, Statistics, Leadership, Economics, Microsoft Excel, Microsoft Office
Education
Brown University 2011 — 2015
Economics and Political Science (International & Comparative), Magna Cum Laude
Blind Brook High School 2007 — 2011
Goldman Sachs May 2014 - Present
Intercollegiate Finance Journal December 2012 - Present
Brown Undergraduate Council of Students May 2013 - Present
Brown University Economics Department December 2013 - Present
Brown RISD Hillel 2012 - Present
Brown University Economics Department January 2013 - December 2013
Strategas Research Partners May 2013 - August 2013
Skills
Public Speaking, Teaching, Stata, Community Outreach, Fundraising, Spanish, Finance, Nonprofits, Investments, Statistics, Leadership, Economics, Microsoft Excel, Microsoft Office
Education
Brown University 2011 — 2015
Economics and Political Science (International & Comparative), Magna Cum Laude
Blind Brook High School 2007 — 2011
Kris Garland Kris Garland's Strategas Research Partners Experience 2010 - 2011
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas January 2011 - Present
Strategas Research Partners 2010 - 2011
Morgan Stanley April 2002 - April 2010
Morgan Stanley Private Wealth Management July 2001 - April 2002
Skills
Equity Research, Portfolio Management, Capital Markets, Institutional Sales, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Series 63, Investments, Fixed Income, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance, General
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (BA), Economics
Strategas January 2011 - Present
Strategas Research Partners 2010 - 2011
Morgan Stanley April 2002 - April 2010
Morgan Stanley Private Wealth Management July 2001 - April 2002
Skills
Equity Research, Portfolio Management, Capital Markets, Institutional Sales, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Series 63, Investments, Fixed Income, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance, General
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (BA), Economics
William McGreevy William McGreevy's Strategas Research Partners Experience April 2012 - May 2013
Job Analyst at Avoric Holdings, LLC
Industry Capital Markets
Experience
Avoric Holdings, LLC June 2015 - Present
The Pizza Truck Company May 2010 - Present
Wilton Lacrosse Association May 2010 - Present
Real Pie June 2013 - May 2015
Strategas Research Partners April 2012 - May 2013
UBS Wealth Management November 2010 - April 2012
UBS Wealth Management August 2010 - October 2010
Performance Outfitters Group now After FX Customs June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Marketing, Capital Markets, Social Media Marketing, Sales, Management, Leadership, Microsoft Excel, Investments, Equities, PowerPoint, Series 7, New Business Development, Microsoft Office, Marketing Strategy, Finance, Sales Management, Bloomberg Terminal, Market Research, Digital Marketing, Financial Analysis, Social Networking, Process Improvement, Series 63, Research, Digital Media, Digital Strategy, Creative Direction, Marketing Research, Salesforce.com, Asset Management, Hedge Funds, Financial Services, Equity Research, Bloomberg, Risk Management, Portfolio Management, Trading, Asset Allocation, Project Management, Media Sales, Creative Strategy, Creative Services, Client Liaison, New Business Generation, Corporate Communications, Media Planning, Automotive Marketing, Automotive Sales, Automotive Products, Automotive Finance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Political Science with a Concentration in Business
Wilton High School 2002 — 2006
Avoric Holdings, LLC June 2015 - Present
The Pizza Truck Company May 2010 - Present
Wilton Lacrosse Association May 2010 - Present
Real Pie June 2013 - May 2015
Strategas Research Partners April 2012 - May 2013
UBS Wealth Management November 2010 - April 2012
UBS Wealth Management August 2010 - October 2010
Performance Outfitters Group now After FX Customs June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Skills
Marketing, Capital Markets, Social Media Marketing, Sales, Management, Leadership, Microsoft Excel, Investments, Equities, PowerPoint, Series 7, New Business Development, Microsoft Office, Marketing Strategy, Finance, Sales Management, Bloomberg Terminal, Market Research, Digital Marketing, Financial Analysis, Social Networking, Process Improvement, Series 63, Research, Digital Media, Digital Strategy, Creative Direction, Marketing Research, Salesforce.com, Asset Management, Hedge Funds, Financial Services, Equity Research, Bloomberg, Risk Management, Portfolio Management, Trading, Asset Allocation, Project Management, Media Sales, Creative Strategy, Creative Services, Client Liaison, New Business Generation, Corporate Communications, Media Planning, Automotive Marketing, Automotive Sales, Automotive Products, Automotive Finance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor's Degree, Political Science with a Concentration in Business
Wilton High School 2002 — 2006
Robert Aaron Long Robert Aaron Long's Strategas Research Partners Experience November 2006 - Present
Job Managing Director of Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners November 2006 - Present
Merrill Lynch November 2004 - November 2006
FTN Financial April 2004 - November 2004
Education
Trinity University 1999 — 2003
Bachelor of Arts, Economics
Strategas Research Partners November 2006 - Present
Merrill Lynch November 2004 - November 2006
FTN Financial April 2004 - November 2004
Education
Trinity University 1999 — 2003
Bachelor of Arts, Economics
Will Skebey's Strategas Research Partners Experience June 2013 - Present
Job Economic Research
Industry Financial Services
Experience
Strategas Research Partners June 2013 - Present
ITR Economics June 2011 - June 2013
The Campaign Company July 2009 - August 2009
Skills
Economics, Forecasting, Research, Writing, Business Analysis, Haver Analytics, Bloomberg Terminal, EViews, Factset Research Systems, Competitive Analysis, Econometrics, Policy Analysis, Market Analysis, Economic Development
Education
State University of New York at Buffalo
Master's Degree, Economics
State University of New York College at Oswego
Bachelor's of Arts, Economics/Political Science
Strategas Research Partners June 2013 - Present
ITR Economics June 2011 - June 2013
The Campaign Company July 2009 - August 2009
Skills
Economics, Forecasting, Research, Writing, Business Analysis, Haver Analytics, Bloomberg Terminal, EViews, Factset Research Systems, Competitive Analysis, Econometrics, Policy Analysis, Market Analysis, Economic Development
Education
State University of New York at Buffalo
Master's Degree, Economics
State University of New York College at Oswego
Bachelor's of Arts, Economics/Political Science
Emily Jones, CFA Emily Jones, CFA's Strategas Research Partners Experience November 2010 - September 2013
Job Accounting Manager & Analyst at Centerplate
Industry Hospitality
Experience
Centerplate March 2015 - Present
Pain d'Avignon July 2014 - March 2015
Strategas Research Partners November 2010 - September 2013
SunTrust Robinson Humphrey August 2008 - September 2010
Skills
Equity Research, Capital Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Investment Banking, Alternative Investments
Education
Duke University 2004 — 2008
BS, Economics
Centerplate March 2015 - Present
Pain d'Avignon July 2014 - March 2015
Strategas Research Partners November 2010 - September 2013
SunTrust Robinson Humphrey August 2008 - September 2010
Skills
Equity Research, Capital Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Investment Banking, Alternative Investments
Education
Duke University 2004 — 2008
BS, Economics
Chris Orcutt Chris Orcutt's Strategas Research Partners Experience September 2007 - Present
Job Managing Director, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners September 2007 - Present
BNY Mellon June 2006 - September 2007
Skills
Series 63, Series 7, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Capital Markets, Mutual Funds, Portfolio Management, Equity Research, Securities, Asset Allocation, Electronic Music, Swag, Equity Trading, Investments, Asset Management, Financial Modeling
Education
Bryant University
Economics
Killingly High School
Strategas Research Partners September 2007 - Present
BNY Mellon June 2006 - September 2007
Skills
Series 63, Series 7, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investment Strategies, Bloomberg, Capital Markets, Mutual Funds, Portfolio Management, Equity Research, Securities, Asset Allocation, Electronic Music, Swag, Equity Trading, Investments, Asset Management, Financial Modeling
Education
Bryant University
Economics
Killingly High School
Rob Farley, CFA Rob Farley, CFA's Strategas Research Partners Experience May 2013 - Present
Job
Industry Financial Services
Experience
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Daniel Gilroy Daniel Gilroy's Strategas Research Partners Experience June 2010 - February 2013
Job Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
Donald McGannon's Strategas Research Partners Experience May 2013 - Present
Job Director at Strategas Research Partners
Industry Investment Management
Experience
Strategas Research Partners May 2013 - Present
Needham & Company January 2000 - March 2013
MCI Corporation June 1997 - January 2000
St. Elizabeth's Medical Center May 1994 - June 1997
Skills
Direct Sales, Equities, Bloomberg, Competitive Analysis, Valuation, Investments, Business Development, Strategy, Securities, Alternative Investments, Investor Relations, Corporate Finance, Financial Analysis, Management, Capital Markets
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), English
Strategas Research Partners May 2013 - Present
Needham & Company January 2000 - March 2013
MCI Corporation June 1997 - January 2000
St. Elizabeth's Medical Center May 1994 - June 1997
Skills
Direct Sales, Equities, Bloomberg, Competitive Analysis, Valuation, Investments, Business Development, Strategy, Securities, Alternative Investments, Investor Relations, Corporate Finance, Financial Analysis, Management, Capital Markets
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), English
Justin Starrantino Justin Starrantino's Strategas Research Partners Experience October 2014 - April 2015
Job GWIM Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - August 2015
Strategas Research Partners October 2014 - April 2015
Meridian Equity Partners June 2014 - September 2014
Messina Market & Catering December 2012 - September 2014
The Suffolk County Attorney's Office June 2011 - August 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Catholic University of America 2012 — 2014
Transfer, Finance, General
St. Anthony's High School 2008 — 2012
Honorary High School Diploma
Portledge School 2006 — 2008
Bank of America Merrill Lynch May 2015 - August 2015
Strategas Research Partners October 2014 - April 2015
Meridian Equity Partners June 2014 - September 2014
Messina Market & Catering December 2012 - September 2014
The Suffolk County Attorney's Office June 2011 - August 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Catholic University of America 2012 — 2014
Transfer, Finance, General
St. Anthony's High School 2008 — 2012
Honorary High School Diploma
Portledge School 2006 — 2008
Patrick Fitzgibbon, CFA Patrick Fitzgibbon, CFA's Strategas Research Partners Experience October 2011 - July 2012
Job
Industry Investment Banking
Experience
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Jacob Clark Jacob Clark's Strategas Research Partners Experience July 2012 - August 2013
Job Student at Georgetown Law
Industry Law Practice
Experience
Elite Investments August 2013 - Present
Kirkland & Ellis LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - November 2014
Strategas Research Partners July 2012 - August 2013
Georgetown University Student Investment Fund September 2009 - May 2013
U.S. House of Representatives June 2010 - August 2010
Wells Fargo: The Trecaso Financial Group April 2009 - May 2009
Skills
Valuation, Economics, Finance, Bloomberg Terminal, Spanish, Mandarin Chinese..., Legal Research, Corporate Finance, Equities, Real Estate, Legal Writing, Westlaw, Lexis, Analysis, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Office, PowerPoint
Education
Georgetown University Law Center 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2009 — 2013
BSFS, International Political Economy; International Business Diplomacy, 3.93 GPA
London School of Economics and Political Science 2011 — 2012
General Course Program, Economics, Political Science
Universidad San Francisco de Quito 2011 — 2011
Study Abroad, Spanish
Queen's University Belfast 2008 — 2008
Study Abroad, Peace Studies
Walsh Jesuit High School
Elite Investments August 2013 - Present
Kirkland & Ellis LLP May 2015 - July 2015
U.S. Securities and Exchange Commission May 2014 - November 2014
Strategas Research Partners July 2012 - August 2013
Georgetown University Student Investment Fund September 2009 - May 2013
U.S. House of Representatives June 2010 - August 2010
Wells Fargo: The Trecaso Financial Group April 2009 - May 2009
Skills
Valuation, Economics, Finance, Bloomberg Terminal, Spanish, Mandarin Chinese..., Legal Research, Corporate Finance, Equities, Real Estate, Legal Writing, Westlaw, Lexis, Analysis, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Office, PowerPoint
Education
Georgetown University Law Center 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2009 — 2013
BSFS, International Political Economy; International Business Diplomacy, 3.93 GPA
London School of Economics and Political Science 2011 — 2012
General Course Program, Economics, Political Science
Universidad San Francisco de Quito 2011 — 2011
Study Abroad, Spanish
Queen's University Belfast 2008 — 2008
Study Abroad, Peace Studies
Walsh Jesuit High School
Katia Naamo Katia Naamo's Strategas Research Partners Experience June 2010 - August 2010
Job Managing Consultant at Navigant
Industry Financial Services
Experience
Navigant September 2015 - Present
Navigant September 2014 - Present
AIG September 2013 - September 2014
Navigant Economics September 2013 - September 2013
Navigant Economics June 2011 - August 2013
Council on Foreign Relations February 2011 - May 2011
Strategas Research Partners June 2010 - August 2010
Strategas Research Partners June 2009 - August 2009
Skills
Economics, International Relations, Public Policy, Data Analysis, Analysis, Financial Modeling, Policy Analysis, Research, Microsoft Excel, PowerPoint, Financial Analysis, Management
Education
The Catholic University of America 2007 — 2011
B.S.B.A., Economics
L'Institut Catholique de Paris
Summit High School
Navigant September 2015 - Present
Navigant September 2014 - Present
AIG September 2013 - September 2014
Navigant Economics September 2013 - September 2013
Navigant Economics June 2011 - August 2013
Council on Foreign Relations February 2011 - May 2011
Strategas Research Partners June 2010 - August 2010
Strategas Research Partners June 2009 - August 2009
Skills
Economics, International Relations, Public Policy, Data Analysis, Analysis, Financial Modeling, Policy Analysis, Research, Microsoft Excel, PowerPoint, Financial Analysis, Management
Education
The Catholic University of America 2007 — 2011
B.S.B.A., Economics
L'Institut Catholique de Paris
Summit High School
David Bendet's Strategas Research Partners Experience May 2011 - August 2011
Job Senior Data Analyst at Etsy
Industry Internet
Experience
Etsy June 2015 - Present
Etsy October 2012 - Present
The Conference Board 2012 - 2012
Strategas Research Partners May 2011 - August 2011
Bureau of Economic Analysis January 2011 - April 2011
Congressional Research Service September 2010 - December 2010
Skills
Python, SQL, Hadoop, R, Stata, Data Analysis, Web Analytics, Experimental Design, JavaScript, Forecasting
Education
The George Washington University 2010 — 2012
MA, Economics
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Economics
Etsy June 2015 - Present
Etsy October 2012 - Present
The Conference Board 2012 - 2012
Strategas Research Partners May 2011 - August 2011
Bureau of Economic Analysis January 2011 - April 2011
Congressional Research Service September 2010 - December 2010
Skills
Python, SQL, Hadoop, R, Stata, Data Analysis, Web Analytics, Experimental Design, JavaScript, Forecasting
Education
The George Washington University 2010 — 2012
MA, Economics
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Economics
Ulf Marxen Ulf Marxen's Strategas Research Partners Experience August 2014 - Present
Job Director Institutional Sales at Strategas Research Partners
Industry Capital Markets
Experience
Strategas Research Partners August 2014 - Present
Potomac Research Group January 2012 - March 2014
MF Global November 2010 - November 2011
Washington Research Group January 2004 - October 2010
Neuberger Berman March 2001 - December 2003
Skills
Equities, Institutional Equity..., DC Policy / Macro..., Leadership, Supervisory /..., New Business Development, Writing, Strong Marketing Skills, Management, Portfolio Management, Investments, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Asset Management, Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Double Major: Economics & Marketing
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Rumson Fair Haven Regional High School 1980 — 1984
Strategas Research Partners August 2014 - Present
Potomac Research Group January 2012 - March 2014
MF Global November 2010 - November 2011
Washington Research Group January 2004 - October 2010
Neuberger Berman March 2001 - December 2003
Skills
Equities, Institutional Equity..., DC Policy / Macro..., Leadership, Supervisory /..., New Business Development, Writing, Strong Marketing Skills, Management, Portfolio Management, Investments, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Asset Management, Valuation, Securities
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Double Major: Economics & Marketing
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Rumson Fair Haven Regional High School 1980 — 1984
Umberto Alicea's Strategas Research Partners Experience November 2012 - Present
Job Computer Technician at Strategas Research Partners
Industry Information Technology and Services
Experience
Strategas Research Partners November 2012 - Present
Frederick Douglass Academy II August 2010 - November 2012
Validus Preparatory Academy September 2007 - June 2010
Validus Preparatory Academy October 2006 - September 2007
M.S. 390 April 2006 - September 2007
Skills
Troubleshooting, VPN, Operating Systems, Networking, Hardware, Servers, TCP/IP, DNS, Switches, Routers, Security, Printers, Windows XP, Firewalls
Education
Pace University 2010 — 2012
Masters Degree Program, Internet Technology
Pace University 2009 — 2011
MS, Internet Technology
Monroe College 2002 — 2008
BAA, Information Technology
Monroe College 2002 — 2008
Bachelors (B.B.A) Degree Program, Information Technology
Strategas Research Partners November 2012 - Present
Frederick Douglass Academy II August 2010 - November 2012
Validus Preparatory Academy September 2007 - June 2010
Validus Preparatory Academy October 2006 - September 2007
M.S. 390 April 2006 - September 2007
Skills
Troubleshooting, VPN, Operating Systems, Networking, Hardware, Servers, TCP/IP, DNS, Switches, Routers, Security, Printers, Windows XP, Firewalls
Education
Pace University 2010 — 2012
Masters Degree Program, Internet Technology
Pace University 2009 — 2011
MS, Internet Technology
Monroe College 2002 — 2008
BAA, Information Technology
Monroe College 2002 — 2008
Bachelors (B.B.A) Degree Program, Information Technology
Shannon Powers Shannon Powers's Strategas Research Partners Experience June 2013 - November 2013
Job Vice President US Sales & Business Development at Lebo Networks
Industry Computer & Network Security
Experience
Lebo Networks December 2013 - Present
Strategas Research Partners June 2013 - November 2013
Voyager Institutional Services February 2008 - May 2013
Coldwell Banker King Thompson 2001 - 2003
Advantage Equity Services 1994 - 2000
National Real Estate Information Services 1992 - 1995
Skills
Online Advertising, Strategic Planning, Social Media, New Business Development, Management, Public Speaking, Marketing, Public Relations, Business Development, Social Media Marketing, Product Marketing, Research, Project Management, Investor Relations, Program Management, Training
Education
Indiana University of PA
Lebo Networks December 2013 - Present
Strategas Research Partners June 2013 - November 2013
Voyager Institutional Services February 2008 - May 2013
Coldwell Banker King Thompson 2001 - 2003
Advantage Equity Services 1994 - 2000
National Real Estate Information Services 1992 - 1995
Skills
Online Advertising, Strategic Planning, Social Media, New Business Development, Management, Public Speaking, Marketing, Public Relations, Business Development, Social Media Marketing, Product Marketing, Research, Project Management, Investor Relations, Program Management, Training
Education
Indiana University of PA
Robert LaPolla's Strategas Research Partners Experience December 2012 - Present
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners December 2012 - Present
Brown Brothers Harriman June 2011 - September 2012
Brown Brothers Harriman August 2008 - June 2011
The Creek Club 2003 - 2008
American Transit Insurance Company June 2007 - August 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Securities, Equity Research, FINRA, Financial Services
Education
College of the Holy Cross 2004 — 2008
BA, Economics & History
Chaminade High School
Strategas Research Partners December 2012 - Present
Brown Brothers Harriman June 2011 - September 2012
Brown Brothers Harriman August 2008 - June 2011
The Creek Club 2003 - 2008
American Transit Insurance Company June 2007 - August 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Securities, Equity Research, FINRA, Financial Services
Education
College of the Holy Cross 2004 — 2008
BA, Economics & History
Chaminade High School
Jared Ziment Jared Ziment's Strategas Research Partners Experience June 2013 - August 2013
Job High Yield Credit Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Strategas Research Partners June 2013 - August 2013
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies, Economics, Markets & Management
London School of Economics and Political Science 2012 — 2012
Summer Program - Micro Economics
West Windsor Plainsboro High School South 2007 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Strategas Research Partners June 2013 - August 2013
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies, Economics, Markets & Management
London School of Economics and Political Science 2012 — 2012
Summer Program - Micro Economics
West Windsor Plainsboro High School South 2007 — 2011
High School Diploma
Dominick Tocci's Strategas Research Partners Experience June 2013 - August 2013
Job Analyst at Crowninshield Financial Research
Industry Financial Services
Experience
Crowninshield Financial Research August 2015 - Present
Crowninshield Financial Research June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Kapsch CarrierCom AG May 2014 - June 2014
Strategas Research Partners June 2013 - August 2013
Skills
Time Management, Public Speaking, Entrepreneurship, PowerPoint, Personal Finance, Managerial Skills, Microsoft Office, Sales, Statistics, Research, Marketing Strategy, Snowboarding, Leadership, Marketing, Start-ups, Money, Organizational..., Innovation, Financial Analysis, Financial Modeling, Corporate Finance, German
Education
Babson College 2011 — 2015
B.S. in Business Management, Finance, Senior
WU (Vienna University of Economics and Business) 2014 — 2014
Poly Prep Country Day School 2003 — 2011
High School Diploma
Crowninshield Financial Research August 2015 - Present
Crowninshield Financial Research June 2015 - August 2015
Morgan Stanley Wealth Management July 2014 - August 2014
Kapsch CarrierCom AG May 2014 - June 2014
Strategas Research Partners June 2013 - August 2013
Skills
Time Management, Public Speaking, Entrepreneurship, PowerPoint, Personal Finance, Managerial Skills, Microsoft Office, Sales, Statistics, Research, Marketing Strategy, Snowboarding, Leadership, Marketing, Start-ups, Money, Organizational..., Innovation, Financial Analysis, Financial Modeling, Corporate Finance, German
Education
Babson College 2011 — 2015
B.S. in Business Management, Finance, Senior
WU (Vienna University of Economics and Business) 2014 — 2014
Poly Prep Country Day School 2003 — 2011
High School Diploma
Andrew Sinclair, CFA, CPA Andrew Sinclair, CFA, CPA's Strategas Research Partners Experience June 2008 - December 2013
Job Vice President Business Development at GRK Partners, LP
Industry Financial Services
Experience
GRK Partners, LP January 2014 - Present
Strategas Research Partners June 2008 - December 2013
Bear Stearns & Company June 2005 - March 2008
Ernst & Young May 2002 - June 2005
Skills
CFA Charterholder, CPA, Bloomberg, Investments, Series 63, Asset Managment, Economics, Financial Structuring, Macroeconomics, Accounting, Series 24, Investment Management, Asset Management, Finance, Financial Analysis, Trading, Hedge Funds, Fixed Income, Alternative Investments, Chartered Financial..., Financial Modeling, Portfolio Management, Management, Due Diligence
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor's degree, Accounting
GRK Partners, LP January 2014 - Present
Strategas Research Partners June 2008 - December 2013
Bear Stearns & Company June 2005 - March 2008
Ernst & Young May 2002 - June 2005
Skills
CFA Charterholder, CPA, Bloomberg, Investments, Series 63, Asset Managment, Economics, Financial Structuring, Macroeconomics, Accounting, Series 24, Investment Management, Asset Management, Finance, Financial Analysis, Trading, Hedge Funds, Fixed Income, Alternative Investments, Chartered Financial..., Financial Modeling, Portfolio Management, Management, Due Diligence
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor's degree, Accounting
Arman Ramnath Arman Ramnath's Strategas Research Partners Experience June 2015 - August 2015
Job Director of Seasonal Services at Students of Georgetown, Inc.
Industry Political Organization
Experience
Students of Georgetown, Inc. March 2015 - Present
Students of Georgetown, Inc. January 2014 - Present
Strategas Research Partners June 2015 - August 2015
Students of Georgetown, Inc. October 2014 - March 2015
Office of Senator Sherrod Brown September 2014 - December 2014
Ed FitzGerald Gubernatorial Campaign July 2014 - August 2014
Georgetown University September 2013 - August 2014
The Ohio State University - Athletics July 2012 - August 2013
Education
Georgetown University 2013 — 2016
Bachelor of Science (BS) in Foreign Service, International Political Economy
Universidad San Francisco de Quito 2014 — 2014
Summer Study Abroad, Ecuadorian Literature, Nature, and Culture
The Ohio State University 2012 — 2013
Bachelor of Arts (BA), Political Science, Economics, Minor in Computer & Information Science
Upper Arlington High School 2008 — 2012
Summa Cum Laude with Honors
Students of Georgetown, Inc. March 2015 - Present
Students of Georgetown, Inc. January 2014 - Present
Strategas Research Partners June 2015 - August 2015
Students of Georgetown, Inc. October 2014 - March 2015
Office of Senator Sherrod Brown September 2014 - December 2014
Ed FitzGerald Gubernatorial Campaign July 2014 - August 2014
Georgetown University September 2013 - August 2014
The Ohio State University - Athletics July 2012 - August 2013
Education
Georgetown University 2013 — 2016
Bachelor of Science (BS) in Foreign Service, International Political Economy
Universidad San Francisco de Quito 2014 — 2014
Summer Study Abroad, Ecuadorian Literature, Nature, and Culture
The Ohio State University 2012 — 2013
Bachelor of Arts (BA), Political Science, Economics, Minor in Computer & Information Science
Upper Arlington High School 2008 — 2012
Summa Cum Laude with Honors
Chris Smarte's Strategas Research Partners Experience May 2014 - July 2014
Job Human Resources Manager at Coconstruct, LLC
Industry Computer Software
Experience
Co-construct, LLC March 2015 - Present
Strategas Research Partners May 2014 - July 2014
Edelman December 2009 - August 2013
Pitney Bowes February 2009 - December 2009
RedPeg Marketing August 2008 - December 2008
Skills
Human Resources, Recruiting, Employee Relations, Employee Benefits, Training, Employee Engagement, Orientation Programs, Team Building, Microsoft Office, Annual Reviews, Leadership Development, Organizational Talent, Organizational..., Integrated Marketing, Sales, PeopleSoft, Volunteer Management, Compensation Structure..., Managerial, Situational Leadership, Mediation, Project Manager..., Terminations, SharePoint, Oracle E-Business Suite, Philanthropy
Education
George Mason University
Master of Business Administration (M.B.A.), Finance concentration
James Madison University 2004 — 2008
BBA, Marketing
Co-construct, LLC March 2015 - Present
Strategas Research Partners May 2014 - July 2014
Edelman December 2009 - August 2013
Pitney Bowes February 2009 - December 2009
RedPeg Marketing August 2008 - December 2008
Skills
Human Resources, Recruiting, Employee Relations, Employee Benefits, Training, Employee Engagement, Orientation Programs, Team Building, Microsoft Office, Annual Reviews, Leadership Development, Organizational Talent, Organizational..., Integrated Marketing, Sales, PeopleSoft, Volunteer Management, Compensation Structure..., Managerial, Situational Leadership, Mediation, Project Manager..., Terminations, SharePoint, Oracle E-Business Suite, Philanthropy
Education
George Mason University
Master of Business Administration (M.B.A.), Finance concentration
James Madison University 2004 — 2008
BBA, Marketing
Tristan Sperry Tristan Sperry's Strategas Research Partners Experience June 2014 - August 2014
Job Intern at Strategas Research Partners
Industry Financial Services
Experience
Fairfield University Men's Varsity Lacrosse 2011 - 2015
Strategas Research Partners June 2014 - August 2014
Northwestern Mutual May 2013 - May 2014
H2Pump LLC June 2012 - August 2012
Rogue Lacrosse 2011 - 2012
Skills
Retirement Planning, Strategic Financial..., Bloomberg, Microsoft Excel, Microsoft Office, Strategic Prospecting, Telephone Skills, Teamwork, Leadership, Bloomberg Terminal, Social Media
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing Double Major, 3.5
Saratoga Springs High School 2007 — 2011
Regents Diploma
Fairfield University Men's Varsity Lacrosse 2011 - 2015
Strategas Research Partners June 2014 - August 2014
Northwestern Mutual May 2013 - May 2014
H2Pump LLC June 2012 - August 2012
Rogue Lacrosse 2011 - 2012
Skills
Retirement Planning, Strategic Financial..., Bloomberg, Microsoft Excel, Microsoft Office, Strategic Prospecting, Telephone Skills, Teamwork, Leadership, Bloomberg Terminal, Social Media
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing Double Major, 3.5
Saratoga Springs High School 2007 — 2011
Regents Diploma
Pete McCulloch Pete McCulloch's Strategas Research Partners Experience November 2006 - February 2011
Job Sales at Invesco US
Industry Financial Services
Experience
Invesco US June 2014 - Present
Custom House Global Funds Services Ltd. April 2013 - November 2013
Lombard Street Research August 2012 - April 2013
Strategas Research Partners November 2006 - February 2011
CITIGROUP GLOBAL MARKETS February 2005 - November 2006
Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales
Education
Loyola University Maryland 2000 — 2004
Bachelor's Degree, Political Science and General Business
Delbarton
Invesco US June 2014 - Present
Custom House Global Funds Services Ltd. April 2013 - November 2013
Lombard Street Research August 2012 - April 2013
Strategas Research Partners November 2006 - February 2011
CITIGROUP GLOBAL MARKETS February 2005 - November 2006
Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales
Education
Loyola University Maryland 2000 — 2004
Bachelor's Degree, Political Science and General Business
Delbarton
Bryan Doremus's Strategas Research Partners Experience January 2014 - August 2014
Job S&O Analyst at Deloitte
Industry Market Research
Experience
Deloitte August 2015 - Present
Sigma Alpha Epsilon Fraternity January 2011 - Present
Witt O'Brien's January 2015 - Present
Georgetown Sustainable Oceans Alliance January 2015 - Present
Strategas Research Partners January 2014 - August 2014
Georgetown University Swim and Dive Team January 2011 - January 2014
No Labels June 2013 - August 2013
Aqua Sports May 2012 - August 2012
Country Glen Swim and Dive Club January 2011 - January 2012
Potomac Woods Swim and Dive Club 2009 - 2010
Skills
Fundraising, Global Economics, Policy Analysis, Business Strategy, Politics, Consulting, Research, Economics, Strategic Planning, Healthcare, Environmental Economics, Creative Industries, Public Policy, Marketing, Public Speaking, Nonprofits, Spanish, Social Networking, Event Planning, Social Media, Community Outreach, Social Media Marketing, Teaching, Training
Education
Georgetown University 2011 — 2015
Bachelor's Degree, Economics & Government, Senior
Thomas S. Wootton High School 2007 — 2011
Deloitte August 2015 - Present
Sigma Alpha Epsilon Fraternity January 2011 - Present
Witt O'Brien's January 2015 - Present
Georgetown Sustainable Oceans Alliance January 2015 - Present
Strategas Research Partners January 2014 - August 2014
Georgetown University Swim and Dive Team January 2011 - January 2014
No Labels June 2013 - August 2013
Aqua Sports May 2012 - August 2012
Country Glen Swim and Dive Club January 2011 - January 2012
Potomac Woods Swim and Dive Club 2009 - 2010
Skills
Fundraising, Global Economics, Policy Analysis, Business Strategy, Politics, Consulting, Research, Economics, Strategic Planning, Healthcare, Environmental Economics, Creative Industries, Public Policy, Marketing, Public Speaking, Nonprofits, Spanish, Social Networking, Event Planning, Social Media, Community Outreach, Social Media Marketing, Teaching, Training
Education
Georgetown University 2011 — 2015
Bachelor's Degree, Economics & Government, Senior
Thomas S. Wootton High School 2007 — 2011
Michael Pozzuoli's Strategas Research Partners Experience May 2013 - June 2013
Job Sales and Trading Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Major League Baseball May 2014 - August 2014
JM Family Enterprises, Inc. July 2013 - August 2013
Strategas Research Partners May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Valuation, Finance, Data Analysis, Access, Economics, Financial Reporting, Leadership
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch January 2015 - Present
Major League Baseball May 2014 - August 2014
JM Family Enterprises, Inc. July 2013 - August 2013
Strategas Research Partners May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Valuation, Finance, Data Analysis, Access, Economics, Financial Reporting, Leadership
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Amir Akhundzadeh Amir Akhundzadeh's Strategas Research Partners Experience September 2006 - January 2008
Job Senior Product Developer Portfolio Analytics at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems February 2011 - Present
Benomics Group, LLC June 2008 - February 2010
Columbia Business School October 2008 - December 2009
Oppenheimer & Co. January 2008 - March 2008
Strategas Research Partners September 2006 - January 2008
Skills
Marketing Strategy, Entrepreneurship, Investment Strategies, Business Strategy, Product Development, Business Development, Strategic Planning, Research, Economics, Market Research, Competitive Analysis, Analytics, Financial Modeling, Behavioral Science, Statistical Modeling, Management Consulting, Investment Research, Modern Portfolio Theory, Financial Analysis, Finance, New Venture Development, Incentive Programs, Incentives, Microsoft Excel, SPSS, FactSet, Consumer Behaviour, Java, VBA, Sales Management, Financial Markets, Market Microstructure, Econometrics, Expert Witness, CRM
Education
New York University 2006 — 2008
BA, Economics, Minors in: Math, Computer Science, East Asian Studies, 3.5
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese, 3.1
Bentley University 2004 — 2005
Finance and Economics, 3.8
FactSet Research Systems February 2011 - Present
Benomics Group, LLC June 2008 - February 2010
Columbia Business School October 2008 - December 2009
Oppenheimer & Co. January 2008 - March 2008
Strategas Research Partners September 2006 - January 2008
Skills
Marketing Strategy, Entrepreneurship, Investment Strategies, Business Strategy, Product Development, Business Development, Strategic Planning, Research, Economics, Market Research, Competitive Analysis, Analytics, Financial Modeling, Behavioral Science, Statistical Modeling, Management Consulting, Investment Research, Modern Portfolio Theory, Financial Analysis, Finance, New Venture Development, Incentive Programs, Incentives, Microsoft Excel, SPSS, FactSet, Consumer Behaviour, Java, VBA, Sales Management, Financial Markets, Market Microstructure, Econometrics, Expert Witness, CRM
Education
New York University 2006 — 2008
BA, Economics, Minors in: Math, Computer Science, East Asian Studies, 3.5
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese, 3.1
Bentley University 2004 — 2005
Finance and Economics, 3.8
Donald Rissmiller's Strategas Research Partners Experience September 2006 - Present
Job Economic Research at Strategas
Industry Research
Experience
Strategas Research Partners September 2006 - Present
ISI Group 2001 - 2006
Federal Reserve Bank of New York 1998 - 2001
Skills
Economic Research, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Fixed Income, Investments, Valuation, Asset Management
Education
Harvard College 1994 — 1998
AB, Economics
Delbarton School 1988 — 1994
Strategas Research Partners September 2006 - Present
ISI Group 2001 - 2006
Federal Reserve Bank of New York 1998 - 2001
Skills
Economic Research, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Fixed Income, Investments, Valuation, Asset Management
Education
Harvard College 1994 — 1998
AB, Economics
Delbarton School 1988 — 1994
Francesca Maggi Francesca Maggi's Strategas Research Partners Experience June 2010 - May 2013
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Strategas Research Partners June 2010 - May 2013
APTimum Conseil July 2011 - August 2011
PIMCO June 2011 - July 2011
Skills
French, PowerPoint, Italian, Microsoft Office, Bloomberg, Economics, German, iWork, R, Microsoft Excel, Research, Editing, Data Analysis, Leadership, Microsoft Word, Public Speaking, SPSS, Social Media
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Financial Economics, Psychology, Business Concentration
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Strategas Research Partners June 2010 - May 2013
APTimum Conseil July 2011 - August 2011
PIMCO June 2011 - July 2011
Skills
French, PowerPoint, Italian, Microsoft Office, Bloomberg, Economics, German, iWork, R, Microsoft Excel, Research, Editing, Data Analysis, Leadership, Microsoft Word, Public Speaking, SPSS, Social Media
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Financial Economics, Psychology, Business Concentration
William Civitillo's Strategas Research Partners Experience May 2012 - July 2012
Job Account Relationship Manager at Pico Quantitative Trading
Industry Financial Services
Experience
Pico Quantitative Trading August 2014 - Present
NYSE Euronext July 2013 - July 2014
Colgate Investment Office August 2011 - May 2013
Strategas Research Partners May 2012 - July 2012
Senator Mark Kirk January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Dahlman Rose & Co. May 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Stata, Microsoft Word, Bloomberg, Research, Economics, Statistics, Analysis, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Valuation, SAS, Entrepreneurship
Education
Colgate University 2009 — 2013
Bachelor’s Degree, Economics and Political Science Double Major
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Accounting, Corporate Finance, Marketing, Ethics, Strategy, Managerial Economics and Communication
Deerfield Academy 2006 — 2009
High School
Pico Quantitative Trading August 2014 - Present
NYSE Euronext July 2013 - July 2014
Colgate Investment Office August 2011 - May 2013
Strategas Research Partners May 2012 - July 2012
Senator Mark Kirk January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
Dahlman Rose & Co. May 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Stata, Microsoft Word, Bloomberg, Research, Economics, Statistics, Analysis, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Valuation, SAS, Entrepreneurship
Education
Colgate University 2009 — 2013
Bachelor’s Degree, Economics and Political Science Double Major
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program, Accounting, Corporate Finance, Marketing, Ethics, Strategy, Managerial Economics and Communication
Deerfield Academy 2006 — 2009
High School
Matt Barker Matt Barker's Strategas Research Partners Experience July 2012 - January 2014
Job Head of Sales and Business Development at Tangent Data Services
Industry Financial Services
Experience
Tangent Data Services January 2014 - Present
Strategas Research Partners July 2012 - January 2014
PCS Research Services October 2010 - June 2012
HRC Fund Associates October 2010 - June 2012
Fordham Financial Management January 2010 - July 2010
Skills
Bloomberg Terminal, Investments, Series 63, Investment Strategies, Equity Research
Education
Franklin & Marshall College 2005 — 2009
BA, Finance
Walt Whitman High School
Walt Whitman High School
Tangent Data Services January 2014 - Present
Strategas Research Partners July 2012 - January 2014
PCS Research Services October 2010 - June 2012
HRC Fund Associates October 2010 - June 2012
Fordham Financial Management January 2010 - July 2010
Skills
Bloomberg Terminal, Investments, Series 63, Investment Strategies, Equity Research
Education
Franklin & Marshall College 2005 — 2009
BA, Finance
Walt Whitman High School
Walt Whitman High School
Mitchell Gormley's Strategas Research Partners Experience June 2011 - August 2011
Job Operations Associate at Honest Buildings
Industry Investment Management
Experience
Honest Buildings October 2015 - Present
Blueprint Health LLC July 2015 - October 2015
BlackRock August 2012 - July 2015
Strategas Research Partners June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Political Science, International Business Certificate
Honest Buildings October 2015 - Present
Blueprint Health LLC July 2015 - October 2015
BlackRock August 2012 - July 2015
Strategas Research Partners June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Political Science, International Business Certificate
Larry Castellani's Strategas Research Partners Experience October 2006 - Present
Job Managing Director at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners October 2006 - Present
FactSet Research Systems, Inc. July 2001 - October 2006
Skills
Sales, Sales Management, Global Macro, Series 7, Series 63, Series 24, Financial Technology, Economics, Policy, Investment Strategies, Technical Research, Fixed Income Strategies
Education
Colgate University 1997 — 2001
Economics, Political Science
Strategas Research Partners October 2006 - Present
FactSet Research Systems, Inc. July 2001 - October 2006
Skills
Sales, Sales Management, Global Macro, Series 7, Series 63, Series 24, Financial Technology, Economics, Policy, Investment Strategies, Technical Research, Fixed Income Strategies
Education
Colgate University 1997 — 2001
Economics, Political Science
John Schoger's Strategas Research Partners Experience June 2013 - Present
Job
Industry Financial Services
Experience
Strategas Research Partners June 2013 - Present
NIRI Central Ohio June 2011 - Present
Skills
Investor Relations, Non-deal Roadshows, Entrepreneurship
Education
Miami University 1986 — 1990
BA
Strategas Research Partners June 2013 - Present
NIRI Central Ohio June 2011 - Present
Skills
Investor Relations, Non-deal Roadshows, Entrepreneurship
Education
Miami University 1986 — 1990
BA
Brendan Carmichael's Strategas Research Partners Experience 2010 - October 2013
Job Vice President at The Commerce Trust Company
Industry Financial Services
Experience
The Commerce Trust Company March 2014 - Present
Strategas Research Partners 2010 - October 2013
Strategas Research Partners 2007 - 2010
Morgan Stanley 1998 - 2006
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Equities, Bloomberg, Fixed Income, Mutual Funds, Sales, Asset Allocation, Wealth Management, Microsoft Excel, Banking, Series 24
Education
Boston College 1993 — 1997
Bachelor's degree, Finance, General
The Commerce Trust Company March 2014 - Present
Strategas Research Partners 2010 - October 2013
Strategas Research Partners 2007 - 2010
Morgan Stanley 1998 - 2006
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Equities, Bloomberg, Fixed Income, Mutual Funds, Sales, Asset Allocation, Wealth Management, Microsoft Excel, Banking, Series 24
Education
Boston College 1993 — 1997
Bachelor's degree, Finance, General
Adam Barabell's Strategas Research Partners Experience May 2011 - Present
Job Director, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners May 2011 - Present
Merriman Capital, Inc. March 2004 - May 2011
Credit Suisse First Boston April 2001 - March 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
Strategas Research Partners May 2011 - Present
Merriman Capital, Inc. March 2004 - May 2011
Credit Suisse First Boston April 2001 - March 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
John Ghize's Strategas Research Partners Experience January 2010 - Present
Job Executive Director
Industry Financial Services
Experience
Strategas Research Partners January 2010 - Present
Lazard Asset Management September 2007 - December 2009
Education
Fairfield University
BA Economics
St. John's HS
Strategas Research Partners January 2010 - Present
Lazard Asset Management September 2007 - December 2009
Education
Fairfield University
BA Economics
St. John's HS
Todd Sohn's Strategas Research Partners Experience June 2013 - Present
Job Vice President, Technical Analysis at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners June 2013 - Present
JPMorgan December 2010 - August 2012
JPMorgan Hedge Fund Services July 2009 - November 2010
JPMorgan Hedge Fund Services June 2008 - August 2008
SAC Capital May 2007 - August 2007
SAC Capital May 2006 - August 2006
Skills
Social Networking, Technical Analysis, Financial Analysis
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Finance/Communications & Media Management
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S, Finance
Strategas Research Partners June 2013 - Present
JPMorgan December 2010 - August 2012
JPMorgan Hedge Fund Services July 2009 - November 2010
JPMorgan Hedge Fund Services June 2008 - August 2008
SAC Capital May 2007 - August 2007
SAC Capital May 2006 - August 2006
Skills
Social Networking, Technical Analysis, Financial Analysis
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Finance/Communications & Media Management
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S, Finance
Ryan Grabinski's Strategas Research Partners Experience May 2013 - Present
Job Research Associate at Strategas Research Partners
Industry Investment Management
Experience
Strategas Research Partners May 2013 - Present
Rocaton Investment Advisors January 2012 - April 2013
Rocaton Investment Advisors July 2010 - December 2011
Barnum 2009 - 2009
Skills
Bloomberg, Equities, PowerPoint, Fixed Income, Asset Allocation, Excel, Word
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Strategas Research Partners May 2013 - Present
Rocaton Investment Advisors January 2012 - April 2013
Rocaton Investment Advisors July 2010 - December 2011
Barnum 2009 - 2009
Skills
Bloomberg, Equities, PowerPoint, Fixed Income, Asset Allocation, Excel, Word
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Pamela Kline's Strategas Research Partners Experience June 2008 - August 2008
Job Manager, Penn Medicine (University of Pennsylvania Health System)
Industry Hospital & Health Care
Experience
Penn Medicine, University of Pennsylvania Health System June 2014 - Present
InstaEDU October 2013 - June 2014
New York Presbyterian Hospital May 2012 - July 2013
New York Presbyterian Hospital September 2009 - April 2012
Strategas Research Partners June 2008 - August 2008
Public Health Management Corporation May 2007 - August 2007
The Children's Hospital of Philadelphia; Center for Applied Genomics July 2006 - May 2007
Skills
Healthcare Management, Healthcare, Program Management, Research, Data Analysis, Community Outreach, Educational Outreach, Project Management, Stewardship, Writing
Education
The Johns Hopkins University
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.)
Penn Medicine, University of Pennsylvania Health System June 2014 - Present
InstaEDU October 2013 - June 2014
New York Presbyterian Hospital May 2012 - July 2013
New York Presbyterian Hospital September 2009 - April 2012
Strategas Research Partners June 2008 - August 2008
Public Health Management Corporation May 2007 - August 2007
The Children's Hospital of Philadelphia; Center for Applied Genomics July 2006 - May 2007
Skills
Healthcare Management, Healthcare, Program Management, Research, Data Analysis, Community Outreach, Educational Outreach, Project Management, Stewardship, Writing
Education
The Johns Hopkins University
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.)
Kim Peyser's Strategas Research Partners Experience October 2012 - June 2013
Job Chief of Staff to CFO and Asst. Secy for Administration @ US Dept. of Commerce
Industry Government Administration
Experience
U.S. Department of Commerce May 2015 - Present
US Small Business Administration October 2014 - May 2015
US Small Business Administration October 2013 - 2014
Climate Action Campaign June 2013 - September 2013
Strategas Research Partners October 2012 - June 2013
New Leaders for New Schools July 2010 - April 2011
U.S. SMALL BUSINESS ADMINISTRATION January 2009 - July 2010
U.S. Small Business Administration January 2009 - June 2010
Presidential Transition Team November 2008 - January 2009
Obama for America August 2008 - November 2008
Skills
Policy Analysis, Public Policy, Community Outreach, Politics, Political Campaigns, Policy, Legislative Relations, Fundraising, Strategic Communications, Nonprofits, Economic Development, International Relations, Public Speaking, Strategic Planning, Program Evaluation
Education
Georgetown University 2011 — 2013
MPP, Political Strategy
Colgate University 2001 — 2005
Bachelor's, Sociology
U.S. Department of Commerce May 2015 - Present
US Small Business Administration October 2014 - May 2015
US Small Business Administration October 2013 - 2014
Climate Action Campaign June 2013 - September 2013
Strategas Research Partners October 2012 - June 2013
New Leaders for New Schools July 2010 - April 2011
U.S. SMALL BUSINESS ADMINISTRATION January 2009 - July 2010
U.S. Small Business Administration January 2009 - June 2010
Presidential Transition Team November 2008 - January 2009
Obama for America August 2008 - November 2008
Skills
Policy Analysis, Public Policy, Community Outreach, Politics, Political Campaigns, Policy, Legislative Relations, Fundraising, Strategic Communications, Nonprofits, Economic Development, International Relations, Public Speaking, Strategic Planning, Program Evaluation
Education
Georgetown University 2011 — 2013
MPP, Political Strategy
Colgate University 2001 — 2005
Bachelor's, Sociology
Christopher Trombino's Strategas Research Partners Experience May 2013 - Present
Job Vice President, Institutional Equity Trading at Strategas Research Partners
Industry Banking
Experience
Strategas Research Partners May 2013 - Present
Strategas Research Partners July 2011 - May 2013
Envestnet Asset Management May 2010 - August 2010
Skills
Hedge Funds, Mutual Funds, Capital Markets, CRM, Investment Banking, Equity Research, Sales, Market Research, Research, Marketing Strategy, Investment Strategies, Valuation, Bloomberg, Alternative Investments, Equity Trading, Financial Services, Investments
Education
Fairfield University 2008 — 2011
Finance
Saint Anthony's High School
Strategas Research Partners May 2013 - Present
Strategas Research Partners July 2011 - May 2013
Envestnet Asset Management May 2010 - August 2010
Skills
Hedge Funds, Mutual Funds, Capital Markets, CRM, Investment Banking, Equity Research, Sales, Market Research, Research, Marketing Strategy, Investment Strategies, Valuation, Bloomberg, Alternative Investments, Equity Trading, Financial Services, Investments
Education
Fairfield University 2008 — 2011
Finance
Saint Anthony's High School
Robinson Chyou's Strategas Research Partners Experience August 2014 - Present
Job Staff Accountant at Strategas Research Partners
Industry Accounting
Experience
Strategas Research Partners August 2014 - Present
Pearland Brokerage April 2013 - August 2014
Escada 2012 - 2013
Geneva Watch Group January 2008 - February 2010
City University of New York June 2007 - September 2007
Skills
Financial Analysis, General Ledger, Financial Statements, Journal Entries, Fixed Assets, Account Reconciliation, Corporate Finance, Accruals, Sales
Education
Hunter College 2003 — 2007
Accounting, Accounting
City University of New York-Hunter College 2002 — 2007
Accounting, Accounting
Strategas Research Partners August 2014 - Present
Pearland Brokerage April 2013 - August 2014
Escada 2012 - 2013
Geneva Watch Group January 2008 - February 2010
City University of New York June 2007 - September 2007
Skills
Financial Analysis, General Ledger, Financial Statements, Journal Entries, Fixed Assets, Account Reconciliation, Corporate Finance, Accruals, Sales
Education
Hunter College 2003 — 2007
Accounting, Accounting
City University of New York-Hunter College 2002 — 2007
Accounting, Accounting
Alexandra Loshin's Strategas Research Partners Experience January 2014 - Present
Job Institutional Sales Associate at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners January 2014 - Present
FactSet Research Systems July 2012 - January 2014
Rensselaer Polytechnic Institute August 2009 - May 2012
Brown Brothers Harriman May 2011 - August 2011
Options Group May 2010 - February 2011
Defran Systems December 2009 - January 2010
New York Sports Club January 2008 - August 2009
New York Sports Club September 2006 - August 2009
Skills
Series 7, Series 63, Research, Investment Banking, Financial Modeling, Data Analysis, Public Speaking, Finance, Banking Relationships, Relationship Management, Consulting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Bloomberg Terminal, Knowledge Base, Sales, Salesforce.com
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Business and Management, Psychology Minor
Ridgewood High School 2005 — 2009
NJ State High School Diploma
Strategas Research Partners January 2014 - Present
FactSet Research Systems July 2012 - January 2014
Rensselaer Polytechnic Institute August 2009 - May 2012
Brown Brothers Harriman May 2011 - August 2011
Options Group May 2010 - February 2011
Defran Systems December 2009 - January 2010
New York Sports Club January 2008 - August 2009
New York Sports Club September 2006 - August 2009
Skills
Series 7, Series 63, Research, Investment Banking, Financial Modeling, Data Analysis, Public Speaking, Finance, Banking Relationships, Relationship Management, Consulting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Bloomberg Terminal, Knowledge Base, Sales, Salesforce.com
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science, Business and Management, Psychology Minor
Ridgewood High School 2005 — 2009
NJ State High School Diploma
Benjamin Stutts's Strategas Research Partners Experience May 2014 - June 2015
Job Fixed Income and Municipal Debt Research Intern at Strategas Research Partners
Industry Public Policy
Experience
Strategas Research Partners May 2014 - June 2015
Center for the Study of the Presidency and Congress January 2013 - May 2014
Tax Foundation September 2012 - December 2012
Strategas Research Partners May 2011 - August 2011
Skills
Economics, Research, Stata, Microsoft Excel, PowerPoint, Policy Analysis, Microsoft Office, Statistics, Microsoft Word, Public Policy, Political Science, Data Analysis, Qualitative Research, Policy
Education
Georgetown University 2012 — 2013
Master of Arts (MA), Applied Economics
The Johns Hopkins University 2010 — 2012
Masters in Public Policy
Washington and Lee University 2006 — 2010
Bachelor of Arts (B.A.), Economics and Politics
Southern Methodist University
Economics
Strategas Research Partners May 2014 - June 2015
Center for the Study of the Presidency and Congress January 2013 - May 2014
Tax Foundation September 2012 - December 2012
Strategas Research Partners May 2011 - August 2011
Skills
Economics, Research, Stata, Microsoft Excel, PowerPoint, Policy Analysis, Microsoft Office, Statistics, Microsoft Word, Public Policy, Political Science, Data Analysis, Qualitative Research, Policy
Education
Georgetown University 2012 — 2013
Master of Arts (MA), Applied Economics
The Johns Hopkins University 2010 — 2012
Masters in Public Policy
Washington and Lee University 2006 — 2010
Bachelor of Arts (B.A.), Economics and Politics
Southern Methodist University
Economics
Christofer Guarino's Strategas Research Partners Experience June 2010 - Present
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners June 2010 - Present
Skills
Series 7, Series 63, Microsoft Excel, Microsoft Word, Mac, Data Entry, Research, International Trade, International Relations, Manage Client..., Asset Allocation, Trading, Investment Strategies, Hedge Funds, Investments, Portfolio Management, Fixed Income, Financial Modeling, Finance, Equities, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (B.A.)
Strategas Research Partners June 2010 - Present
Skills
Series 7, Series 63, Microsoft Excel, Microsoft Word, Mac, Data Entry, Research, International Trade, International Relations, Manage Client..., Asset Allocation, Trading, Investment Strategies, Hedge Funds, Investments, Portfolio Management, Fixed Income, Financial Modeling, Finance, Equities, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY