Stratford Advisory Group
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Stratford Advisory Group Employees
Employee
Years
Job
Industry
Chance Henderson Chance Henderson's Stratford Advisory Group Experience January 2008 - June 2010
Job Associate
Industry Government Relations
Experience
US Navy 2013 - Present
Toffler Associates July 2012 - Present
Lockheed Martin July 2010 - August 2012
Stratford Advisory Group January 2008 - June 2010
Skills
Navy, Defense, Security Clearance, Foreign Policy, Intelligence Analysis, DoD, Operations Management, National Security, Military Operations, Counterterrorism, Operational Planning, Military, Intelligence, Analysis, Program Management, Security, SIGINT, Tactics, Leadership, Intelligence Community, Surveillance, Special Operations, Government Contracting, Information Assurance, Top Secret, Counterintelligence, Command, Homeland Security
Education
American Military University 2008 — 2010
Masters, International Relations and National Security Studies
The University of Texas at Austin 2007 — 2008
B.A., Middle Eastern Studies with a minor in Govt
Longwood University 1996 — 2000
B.S., Political Science with a minor in Law
US Navy 2013 - Present
Toffler Associates July 2012 - Present
Lockheed Martin July 2010 - August 2012
Stratford Advisory Group January 2008 - June 2010
Skills
Navy, Defense, Security Clearance, Foreign Policy, Intelligence Analysis, DoD, Operations Management, National Security, Military Operations, Counterterrorism, Operational Planning, Military, Intelligence, Analysis, Program Management, Security, SIGINT, Tactics, Leadership, Intelligence Community, Surveillance, Special Operations, Government Contracting, Information Assurance, Top Secret, Counterintelligence, Command, Homeland Security
Education
American Military University 2008 — 2010
Masters, International Relations and National Security Studies
The University of Texas at Austin 2007 — 2008
B.A., Middle Eastern Studies with a minor in Govt
Longwood University 1996 — 2000
B.S., Political Science with a minor in Law
Kristi Cagney Kristi Cagney's Stratford Advisory Group Experience November 2002 - January 2005
Job Associate, Marketing & Business Development
Industry Financial Services
Experience
PPM America, Inc. March 2013 - Present
PPM America, Inc. March 2012 - February 2013
PPM America, Inc. May 2011 - February 2012
Chicago Public Schools and Archdiocese of Chicago August 2008 - May 2011
FPL Associates L.P. April 2005 - August 2008
Stratford Advisory Group November 2002 - January 2005
Education
Illinois Wesleyan University 1998 — 2002
Bachelor of Arts, Business Administration
DePaul University 2006 — 2008
Master of Education, Teaching & Learning
PPM America, Inc. March 2013 - Present
PPM America, Inc. March 2012 - February 2013
PPM America, Inc. May 2011 - February 2012
Chicago Public Schools and Archdiocese of Chicago August 2008 - May 2011
FPL Associates L.P. April 2005 - August 2008
Stratford Advisory Group November 2002 - January 2005
Education
Illinois Wesleyan University 1998 — 2002
Bachelor of Arts, Business Administration
DePaul University 2006 — 2008
Master of Education, Teaching & Learning
Christine Horvath, CFE, CICA, CCEP Christine Horvath, CFE, CICA, CCEP's Stratford Advisory Group Experience 2001 - 2011
Job Controller at BroadPath Healthcare Solutions
Industry Hospital & Health Care
Experience
BroadPath Healthcare Solutions April 2015 - Present
Miraval Arizona July 2014 - April 2015
Pavilion Advisory Group Inc. 2011 - April 2014
Stratford Advisory Group 2001 - 2011
Gas City Ltd. 1998 - 2001
Delray Farms, LLC 1996 - 1998
Skills
Internal Audit, Internal Controls, Financial Audits, Risk Management, Certified Fraud Examiner, Financial Accounting, Human Resources, Budgets, Accounting, Operations Management, Investment Advisor..., Compliance, Investment Advisers Act, Due Diligence, Financial Projection, Financial Analysis, Financial Reporting, General Ledger, Auditing, Accounts Receivable, Accounts Payable, GAAP, Account Reconciliation, Treasury Management, Business Ethics, SEC regulations, Regulations, Forecasting, Cash Flow, Finance, Managerial Finance, Mergers & Acquisitions, Business Planning, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Great Plains Software, Accpac, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (MBA) with Distinction, Business Administration and Management, General
Winona State University 1991 — 1993
Bachelor's degree, Accounting and Business/Management
BroadPath Healthcare Solutions April 2015 - Present
Miraval Arizona July 2014 - April 2015
Pavilion Advisory Group Inc. 2011 - April 2014
Stratford Advisory Group 2001 - 2011
Gas City Ltd. 1998 - 2001
Delray Farms, LLC 1996 - 1998
Skills
Internal Audit, Internal Controls, Financial Audits, Risk Management, Certified Fraud Examiner, Financial Accounting, Human Resources, Budgets, Accounting, Operations Management, Investment Advisor..., Compliance, Investment Advisers Act, Due Diligence, Financial Projection, Financial Analysis, Financial Reporting, General Ledger, Auditing, Accounts Receivable, Accounts Payable, GAAP, Account Reconciliation, Treasury Management, Business Ethics, SEC regulations, Regulations, Forecasting, Cash Flow, Finance, Managerial Finance, Mergers & Acquisitions, Business Planning, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Great Plains Software, Accpac, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (MBA) with Distinction, Business Administration and Management, General
Winona State University 1991 — 1993
Bachelor's degree, Accounting and Business/Management
Michelle D. Thomas Michelle D. Thomas's Stratford Advisory Group Experience January 1999 - May 2001
Job Manager, Business Controller ABD at Sears Holdings Corporation
Industry Consumer Goods
Experience
Sears Holdings Corporation December 2012 - Present
Maron Structure Technologies February 2008 - December 2012
Deer Park, IL January 2003 - February 2008
Innovative Benefit Concepts June 2001 - October 2003
Stratford Advisory Group January 1999 - May 2001
Skills
Payroll, Employee Relations, Documentation, Human Resources, Budgeting, Treasury, Monthly Close, Monthly Reporting, Financial Managment, Financial Analysis, Budgets, Financial Reporting, Business Analysis
Education
Roosevelt University 2000 — 2002
Master's Degree, Finance
Robert Morris College 1995 — 1997
Bachelor's, Accounting/Computerized Business Systems
Proviso East High School 1983 — 1987
Diploma, General Studies
Sears Holdings Corporation December 2012 - Present
Maron Structure Technologies February 2008 - December 2012
Deer Park, IL January 2003 - February 2008
Innovative Benefit Concepts June 2001 - October 2003
Stratford Advisory Group January 1999 - May 2001
Skills
Payroll, Employee Relations, Documentation, Human Resources, Budgeting, Treasury, Monthly Close, Monthly Reporting, Financial Managment, Financial Analysis, Budgets, Financial Reporting, Business Analysis
Education
Roosevelt University 2000 — 2002
Master's Degree, Finance
Robert Morris College 1995 — 1997
Bachelor's, Accounting/Computerized Business Systems
Proviso East High School 1983 — 1987
Diploma, General Studies
Lee J. Diamandakis Lee J. Diamandakis's Stratford Advisory Group Experience 2001 - 2007
Job Business Development & Investor Relations Hedge Fund Strategies
Industry Investment Management
Experience
William Blair & Company January 2015 - Present
Mesirow Advanced Strategies, Inc. September 2007 - January 2015
Stratford Advisory Group 2001 - 2007
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
DePaul University
B.S., Finance
William Blair & Company January 2015 - Present
Mesirow Advanced Strategies, Inc. September 2007 - January 2015
Stratford Advisory Group 2001 - 2007
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
DePaul University
B.S., Finance
Sharon Lexa Galvin Gutierrez, CFA's Stratford Advisory Group Experience January 1992 - March 1995
Job Relationship Management at Commonfund
Industry Nonprofit Organization Management
Experience
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Bret Belohlav Bret Belohlav's Stratford Advisory Group Experience July 2009 - May 2011
Job Vice President at Bay Hills Capital
Industry Investment Management
Experience
Bay Hills Capital November 2014 - Present
The James Irvine Foundation May 2011 - October 2014
Stratford Advisory Group July 2009 - May 2011
Skills
Alternative Investments, Investments, Investment Management, Equities, Asset Allocation, Fixed Income, Private Equity, Hedge Funds, Equity Research, Portfolio Management, Financial Modeling, Bloomberg, Mutual Funds, Asset Management, Investment Strategies, Valuation, Institutional...
Education
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance - Honors with Minors in Philosophy and Accountancy
Bay Hills Capital November 2014 - Present
The James Irvine Foundation May 2011 - October 2014
Stratford Advisory Group July 2009 - May 2011
Skills
Alternative Investments, Investments, Investment Management, Equities, Asset Allocation, Fixed Income, Private Equity, Hedge Funds, Equity Research, Portfolio Management, Financial Modeling, Bloomberg, Mutual Funds, Asset Management, Investment Strategies, Valuation, Institutional...
Education
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance - Honors with Minors in Philosophy and Accountancy
Nate Krogman, CFA, CAIA's Stratford Advisory Group Experience May 2006 - May 2007
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting November 1998 - Present
Stratford Advisory Group May 2006 - May 2007
Skills
Asset Allocation, Investments, Pensions, Investment Strategies, Wealth Management, Defined Benefit, Portfolio Management, Asset Management, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Valuation, Due Diligence, Equities, Pension Funds, Private Equity, Financial Modeling, Mutual Funds, Retirement, Investment Advisory, 401k, Defined Contribution
Education
Augustana College 1995 — 1999
B.A. Econcomics; B.A. Finance, Economics
Aon Hewitt Investment Consulting November 1998 - Present
Stratford Advisory Group May 2006 - May 2007
Skills
Asset Allocation, Investments, Pensions, Investment Strategies, Wealth Management, Defined Benefit, Portfolio Management, Asset Management, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Valuation, Due Diligence, Equities, Pension Funds, Private Equity, Financial Modeling, Mutual Funds, Retirement, Investment Advisory, 401k, Defined Contribution
Education
Augustana College 1995 — 1999
B.A. Econcomics; B.A. Finance, Economics
Rosa Limas Rosa Limas's Stratford Advisory Group Experience January 2001 - June 2005
Job Manager, Custodial Relations at The Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
David Kudish David Kudish's Stratford Advisory Group Experience October 1982 - July 2001
Job Make it... prudently... and don't give it back.
Industry Individual & Family Services
Experience
Advocate Asset Management, LLC July 2001 - December 2011
Stratford Advisory Group October 1982 - July 2001
Hewitt Associates November 1974 - December 1982
Skills
Economic Analysis, Quantitative Analysis, Geo-political student..., Public Speaking, Economics, Quantitative Analytics, Analysis, Microsoft Excel, Public Relations, Nonprofits, Risk Management, Policy Analysis, Financial Risk, Strategy, Investments, Business Strategy, Management, Fixed Income, Leadership, Qualitative Research, Social Media, Public Policy, Microsoft Office, Strategic Planning, PowerPoint, Financial Analysis, Teaching, Entrepreneurship, Research, Microsoft Word, Alternative Investments
Education
Harvard Business School 1994 — 1996
Owner's Presidents
University of Minnesota-Twin Cities 1965 — 1967
MS, Chemical Engineering
University of Rochester 1961 — 1965
BS, Chemical Engineering
Advocate Asset Management, LLC July 2001 - December 2011
Stratford Advisory Group October 1982 - July 2001
Hewitt Associates November 1974 - December 1982
Skills
Economic Analysis, Quantitative Analysis, Geo-political student..., Public Speaking, Economics, Quantitative Analytics, Analysis, Microsoft Excel, Public Relations, Nonprofits, Risk Management, Policy Analysis, Financial Risk, Strategy, Investments, Business Strategy, Management, Fixed Income, Leadership, Qualitative Research, Social Media, Public Policy, Microsoft Office, Strategic Planning, PowerPoint, Financial Analysis, Teaching, Entrepreneurship, Research, Microsoft Word, Alternative Investments
Education
Harvard Business School 1994 — 1996
Owner's Presidents
University of Minnesota-Twin Cities 1965 — 1967
MS, Chemical Engineering
University of Rochester 1961 — 1965
BS, Chemical Engineering
Megan Toepke (Budny)'s Stratford Advisory Group Experience June 2003 - February 2005
Job
Industry Health, Wellness and Fitness
Experience
Amplified Pilates Center January 2015 - Present
Megan Toepke Training August 2011 - Present
Active Mom's Club June 2010 - Present
Pilates Center of Chicago October 2009 - Present
Boeing January 2010 - October 2011
Equinox Fitness Clubs November 2008 - May 2011
GTCR Golder Rauner September 2008 - October 2009
Huron Consulting Group February 2005 - September 2008
Stratford Advisory Group June 2003 - February 2005
InteCap, Inc. June 2002 - May 2003
Skills
Excel, Microsoft Office, ACE, Afaa, Spinning, Xtend Barre, Cpr Certified, Indo row, Personal Training, Pilates, Prenatal, Prenatal Care, Fitness, Wellness, Marketing, Financial Modeling, Training, Marketing Strategy, Finance, Yoga, Financial Analysis, Microsoft Word, Teaching, Fitness Training, Strength Training, Customer Service, Budgets, Microsoft Excel, AFAA, Project Management, Coaching, Event Planning, Public Speaking, Nutrition, Investments
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.S.
Amplified Pilates Center January 2015 - Present
Megan Toepke Training August 2011 - Present
Active Mom's Club June 2010 - Present
Pilates Center of Chicago October 2009 - Present
Boeing January 2010 - October 2011
Equinox Fitness Clubs November 2008 - May 2011
GTCR Golder Rauner September 2008 - October 2009
Huron Consulting Group February 2005 - September 2008
Stratford Advisory Group June 2003 - February 2005
InteCap, Inc. June 2002 - May 2003
Skills
Excel, Microsoft Office, ACE, Afaa, Spinning, Xtend Barre, Cpr Certified, Indo row, Personal Training, Pilates, Prenatal, Prenatal Care, Fitness, Wellness, Marketing, Financial Modeling, Training, Marketing Strategy, Finance, Yoga, Financial Analysis, Microsoft Word, Teaching, Fitness Training, Strength Training, Customer Service, Budgets, Microsoft Excel, AFAA, Project Management, Coaching, Event Planning, Public Speaking, Nutrition, Investments
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.S.
Purvi Kadakia Purvi Kadakia's Stratford Advisory Group Experience February 2001 - December 2001
Job Accomplished Program Manager | Learning advocate | Data & Analytics | Big Picture focus
Industry Management Consulting
Experience
Esha Corporation January 2014 - Present
Deloitte Touche Tohmatsu October 2006 - July 2013
American Home Mortgage May 2003 - October 2006
Providential Bancorp April 2002 - May 2003
Stratford Advisory Group February 2001 - December 2001
Capital Resource Advisors January 1997 - January 2001
Skills
Analytics, Data Analysis, Financial Analysis, Business Intelligence, Cross-functional Team..., Project Management, Process Improvement, SDLC, CRM, Business Analysis, Requirements Gathering, Product Management, SharePoint, Program Management, Management, Business Transformation, Competitive Analysis, Leadership, Training, Consulting, Web Analytics, Business Process, Business Process..., Strategy, Vendor Management, Analysis, Management Consulting
Education
Roosevelt University 2004 — 2006
Master Business Administration, Management Information Systems
University of Illinois at Chicago 1995 — 1997
B.S., Finance and Marketing
Esha Corporation January 2014 - Present
Deloitte Touche Tohmatsu October 2006 - July 2013
American Home Mortgage May 2003 - October 2006
Providential Bancorp April 2002 - May 2003
Stratford Advisory Group February 2001 - December 2001
Capital Resource Advisors January 1997 - January 2001
Skills
Analytics, Data Analysis, Financial Analysis, Business Intelligence, Cross-functional Team..., Project Management, Process Improvement, SDLC, CRM, Business Analysis, Requirements Gathering, Product Management, SharePoint, Program Management, Management, Business Transformation, Competitive Analysis, Leadership, Training, Consulting, Web Analytics, Business Process, Business Process..., Strategy, Vendor Management, Analysis, Management Consulting
Education
Roosevelt University 2004 — 2006
Master Business Administration, Management Information Systems
University of Illinois at Chicago 1995 — 1997
B.S., Finance and Marketing
Derek Casteel, CFA's Stratford Advisory Group Experience July 1999 - August 2000
Job Managing Director Institutional Investment Services at Wespath Investment Management
Industry Investment Management
Experience
Wespath Investment Management January 2011 - Present
Community Capital Management, Inc. May 2006 - October 2009
Shay Assets Management, Inc. August 2000 - May 2006
Stratford Advisory Group July 1999 - August 2000
William R. Hough & Co January 1996 - July 1999
Skills
Public Speaking, Sustainability, Media Relations, Asset Management, Institutional, Strategic Planning, Business Strategy, Fixed Income, Marketing Strategy, New Business Development, Product Development, Public Relations, Writing, Investment Advisory, Customer Relations, Impact Investing, Asset Managment
Education
Florida State University 1994 — 1996
B.S., Political Science
Wespath Investment Management January 2011 - Present
Community Capital Management, Inc. May 2006 - October 2009
Shay Assets Management, Inc. August 2000 - May 2006
Stratford Advisory Group July 1999 - August 2000
William R. Hough & Co January 1996 - July 1999
Skills
Public Speaking, Sustainability, Media Relations, Asset Management, Institutional, Strategic Planning, Business Strategy, Fixed Income, Marketing Strategy, New Business Development, Product Development, Public Relations, Writing, Investment Advisory, Customer Relations, Impact Investing, Asset Managment
Education
Florida State University 1994 — 1996
B.S., Political Science
Jordan Benson's Stratford Advisory Group Experience January 2009 - January 2012
Job Vice President at Cook M&A Advisory Services
Industry Investment Banking
Experience
Cook M&A Advisory Services January 2012 - Present
Stratford Advisory Group January 2009 - January 2012
Benson Botsford, LLC July 2006 - December 2008
Skills
Private Equity, Valuation, Business Development, M&A execution, Deal Sourcing, Marketing, Strategy, Due Diligence, Corporate Development, Financial Modeling, Venture Capital, Alternative Investments, Lead Generation, Hedge Funds, Series 7, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Communication
Cook M&A Advisory Services January 2012 - Present
Stratford Advisory Group January 2009 - January 2012
Benson Botsford, LLC July 2006 - December 2008
Skills
Private Equity, Valuation, Business Development, M&A execution, Deal Sourcing, Marketing, Strategy, Due Diligence, Corporate Development, Financial Modeling, Venture Capital, Alternative Investments, Lead Generation, Hedge Funds, Series 7, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Communication
Natalie P. Robinson's Stratford Advisory Group Experience 2000 - 2002
Job Sr. Director Operations & Finance Life Reimagined at AARP
Industry Entertainment
Experience
AARP July 2014 - Present
Public Broadcasting Service 2008 - 2014
Compass DC 2011 - 2013
Harrah's Entertainment 2006 - 2008
First Tennessee Bank 2004 - 2005
Stratford Advisory Group 2000 - 2002
Cambridge Associates 1997 - 2000
Skills
Forecasting, Analysis, Leadership, Team Leadership, Finance, Analytics, Change Management, Project Planning, Nonprofits, Strategic Planning, Cross-functional Team..., Business Process..., Competitive Analysis, Management Consulting, Training, Financial Analysis, Business Strategy, Budgets, Strategy, Financial Modeling, Process Improvement, Management, Marketing Strategy, Data Analysis, Business Planning, Project Planning and..., Accounting, Presenting to Senior...
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance
Georgetown University 1994 — 1997
BA, Economics
Lycee Rochambeau - French International School of Washington
AARP July 2014 - Present
Public Broadcasting Service 2008 - 2014
Compass DC 2011 - 2013
Harrah's Entertainment 2006 - 2008
First Tennessee Bank 2004 - 2005
Stratford Advisory Group 2000 - 2002
Cambridge Associates 1997 - 2000
Skills
Forecasting, Analysis, Leadership, Team Leadership, Finance, Analytics, Change Management, Project Planning, Nonprofits, Strategic Planning, Cross-functional Team..., Business Process..., Competitive Analysis, Management Consulting, Training, Financial Analysis, Business Strategy, Budgets, Strategy, Financial Modeling, Process Improvement, Management, Marketing Strategy, Data Analysis, Business Planning, Project Planning and..., Accounting, Presenting to Senior...
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance
Georgetown University 1994 — 1997
BA, Economics
Lycee Rochambeau - French International School of Washington
Jason Einck's Stratford Advisory Group Experience August 2002 - October 2005
Job Director of Private Equity
Industry Investment Management
Experience
Kinship Trust Company, LLC February 2007 - Present
Ennis Knupp & Associates October 2005 - January 2007
Stratford Advisory Group August 2002 - October 2005
Skills
Private Equity, Equities, Portfolio Management, Hedge Funds, Venture Capital, Alternative Investments, Asset Management, Buyouts, Investments, Due Diligence, Investment Management, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1997 — 2001
BS
Kinship Trust Company, LLC February 2007 - Present
Ennis Knupp & Associates October 2005 - January 2007
Stratford Advisory Group August 2002 - October 2005
Skills
Private Equity, Equities, Portfolio Management, Hedge Funds, Venture Capital, Alternative Investments, Asset Management, Buyouts, Investments, Due Diligence, Investment Management, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1997 — 2001
BS
Scott LaBoda's Stratford Advisory Group Experience 2003 - 2005
Job Director, Supply Planning at TOMS
Industry Retail
Experience
TOMS December 2014 - Present
Deloitte September 2010 - December 2014
Kelley School of Business August 2008 - September 2010
FTI Consulting June 2009 - August 2009
definedElement June 2005 - August 2008
Stratford Advisory Group 2003 - 2005
Skills
Management Consulting, Analytics, Consumer Products, CRM, Leadership, Supply Chain, Customer Experience, Project Management, Working Capital..., Mobile Telephony, Entrepreneurship, Marketing Strategy, Inventory Optimization, Mergers & Acquisitions, Outsourcing, Business Process, Strategy, Growth Strategies, Mobile..., Analysis, Consulting, Telecommunications, Business Transformation, Business Planning, Change Management, Market Analysis, Supply Chain Management, Business Process..., Segmentation, Competitive Analysis, Start-ups, Product Management, Business Development, Program Management, Business Strategy, Cross-functional Team..., Business Analysis, Management, Strategic Consulting
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance, Marketing
Pomona College 1999 — 2003
B.A., English, Politics
TOMS December 2014 - Present
Deloitte September 2010 - December 2014
Kelley School of Business August 2008 - September 2010
FTI Consulting June 2009 - August 2009
definedElement June 2005 - August 2008
Stratford Advisory Group 2003 - 2005
Skills
Management Consulting, Analytics, Consumer Products, CRM, Leadership, Supply Chain, Customer Experience, Project Management, Working Capital..., Mobile Telephony, Entrepreneurship, Marketing Strategy, Inventory Optimization, Mergers & Acquisitions, Outsourcing, Business Process, Strategy, Growth Strategies, Mobile..., Analysis, Consulting, Telecommunications, Business Transformation, Business Planning, Change Management, Market Analysis, Supply Chain Management, Business Process..., Segmentation, Competitive Analysis, Start-ups, Product Management, Business Development, Program Management, Business Strategy, Cross-functional Team..., Business Analysis, Management, Strategic Consulting
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance, Marketing
Pomona College 1999 — 2003
B.A., English, Politics
Clark Koertner's Stratford Advisory Group Experience 2002 - 2004
Job Principal, Marketing & Business Development
Industry Investment Management
Experience
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Erin Leighty's Stratford Advisory Group Experience September 2006 - June 2011
Job Product Manager at PIMCO
Industry Investment Management
Experience
PIMCO July 2014 - Present
PIMCO June 2013 - August 2013
Pavilion Advisory Group June 2011 - June 2012
Stratford Advisory Group September 2006 - June 2011
Ford Motor Credit Company July 2005 - August 2006
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science, Economics, Finance
PIMCO July 2014 - Present
PIMCO June 2013 - August 2013
Pavilion Advisory Group June 2011 - June 2012
Stratford Advisory Group September 2006 - June 2011
Ford Motor Credit Company July 2005 - August 2006
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science, Economics, Finance
Chris Van Dyke, CFA, CAIA's Stratford Advisory Group Experience November 2007 - April 2012
Job Institutional Advisor at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc May 2012 - Present
Stratford Advisory Group November 2007 - April 2012
CTC Consulting 2000 - 2007
Skills
Asset Allocation, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Private Equity, Alternative Investments, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Finance, Asset Management
Education
University of Oregon 1996 — 2000
BS, Economics
Arnerich Massena, Inc May 2012 - Present
Stratford Advisory Group November 2007 - April 2012
CTC Consulting 2000 - 2007
Skills
Asset Allocation, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Private Equity, Alternative Investments, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Finance, Asset Management
Education
University of Oregon 1996 — 2000
BS, Economics
Michael Willman's Stratford Advisory Group Experience March 1994 - August 1998
Job President & Financial Advisor, Blue Sky Investment Partners, Inc.
Industry Financial Services
Experience
Blue Sky Investment Partners, Inc. September 2007 - Present
Connections for the Homeless October 2009 - Present
Business Alliance for a Sustainable Evanston (BASE) October 2010 - April 2013
Leavitt Capital Management January 2000 - September 2007
Citadel Investment Group August 1999 - December 1999
Stratford Advisory Group March 1994 - August 1998
U.S. Railroad Retirement Board September 1992 - March 1994
Skills
Wealth Management..., Personal Financial..., Portfolio Management, Investments, Socially Responsible..., Asset Allocation, Alternative Investments, Hedge Funds, Private Equity, Equity Research, Asset Managment, Financial Modeling, Investment Management, Venture Capital, Investment Strategies, Fixed Income, Asset Management, Strategic Financial..., Financial Analysis, Retirement Planning, Equity Valuation, Wealth Management, Wealth, Retirement, Small Business, Financial Structuring, Finance, Financial Advisory, Equities, Mutual Funds, Bonds, Investor Relations, Pensions, Securities, Funding, Financial Services, Financial Planners, Investment Advisory, Capital Markets, Estate Planning, Real Estate, Corporate Development, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1988 — 1992
BS, Finance
Blue Sky Investment Partners, Inc. September 2007 - Present
Connections for the Homeless October 2009 - Present
Business Alliance for a Sustainable Evanston (BASE) October 2010 - April 2013
Leavitt Capital Management January 2000 - September 2007
Citadel Investment Group August 1999 - December 1999
Stratford Advisory Group March 1994 - August 1998
U.S. Railroad Retirement Board September 1992 - March 1994
Skills
Wealth Management..., Personal Financial..., Portfolio Management, Investments, Socially Responsible..., Asset Allocation, Alternative Investments, Hedge Funds, Private Equity, Equity Research, Asset Managment, Financial Modeling, Investment Management, Venture Capital, Investment Strategies, Fixed Income, Asset Management, Strategic Financial..., Financial Analysis, Retirement Planning, Equity Valuation, Wealth Management, Wealth, Retirement, Small Business, Financial Structuring, Finance, Financial Advisory, Equities, Mutual Funds, Bonds, Investor Relations, Pensions, Securities, Funding, Financial Services, Financial Planners, Investment Advisory, Capital Markets, Estate Planning, Real Estate, Corporate Development, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1988 — 1992
BS, Finance
Kathleen Abreu's Stratford Advisory Group Experience December 1990 - May 2000
Job Owner, Abreu Enterprises Inc
Industry Security and Investigations
Experience
McGladrey & Pullen LLP January 2005 - Present
Abreu Enterprises Inc August 2004 - December 2013
McGladrey & Pullen September 2000 - July 2004
Stratford Advisory Group December 1990 - May 2000
Stratford Investment Group Inc December 1990 - May 2000
Skills
Auditing, Financial Services, Policy, Private Investigations
Education
Northwestern University - Kellogg School of Management 1993 — 1996
McGladrey & Pullen LLP January 2005 - Present
Abreu Enterprises Inc August 2004 - December 2013
McGladrey & Pullen September 2000 - July 2004
Stratford Advisory Group December 1990 - May 2000
Stratford Investment Group Inc December 1990 - May 2000
Skills
Auditing, Financial Services, Policy, Private Investigations
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Candice Melcher, CPA's Stratford Advisory Group Experience 1987 - 2001
Job Partner, Chief Compliance Officer at Fiduciary Management Associates
Industry Financial Services
Experience
Fiduciary Management Associates 2005 - Present
C. Melcher, Sole Proprietor 2001 - 2005
Stratford Advisory Group 1987 - 2001
Arthur Andersen & Co. 1979 - 1983
Education
DePaul University
CFP Program, Passed CFP Exam
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S. Taxation
University of Illinois
B.S. Accounting, Honors and High Distinction
Fiduciary Management Associates 2005 - Present
C. Melcher, Sole Proprietor 2001 - 2005
Stratford Advisory Group 1987 - 2001
Arthur Andersen & Co. 1979 - 1983
Education
DePaul University
CFP Program, Passed CFP Exam
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S. Taxation
University of Illinois
B.S. Accounting, Honors and High Distinction
Michael Dore, CFA's Stratford Advisory Group Experience January 2005 - May 2009
Job Manager, Public Markets at Washington University Investment Management Company
Industry Investment Management
Experience
Washington University in St. Louis June 2012 - Present
University of Illinois Foundation May 2009 - May 2012
Stratford Advisory Group January 2005 - May 2009
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Valuation, Fixed Income, Private Equity
Education
Washington University in St. Louis - Olin Business School 2013 — 2016
Master of Business Administration (M.B.A.)
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Washington University in St. Louis June 2012 - Present
University of Illinois Foundation May 2009 - May 2012
Stratford Advisory Group January 2005 - May 2009
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Valuation, Fixed Income, Private Equity
Education
Washington University in St. Louis - Olin Business School 2013 — 2016
Master of Business Administration (M.B.A.)
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Matthew Shirilla's Stratford Advisory Group Experience February 2004 - June 2007
Job Senior Vice President and Manager at Callan Associates
Industry Investment Management
Experience
Callan Associates February 2014 - Present
Callan Associates July 2012 - February 2014
Callan Associates June 2007 - June 2012
Stratford Advisory Group February 2004 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, Investment Management
Hobart and William Smith Colleges
BA, Economics
Callan Associates February 2014 - Present
Callan Associates July 2012 - February 2014
Callan Associates June 2007 - June 2012
Stratford Advisory Group February 2004 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, Investment Management
Hobart and William Smith Colleges
BA, Economics
Geeta Kapadia, CFA's Stratford Advisory Group Experience October 1997 - March 2003
Job Senior Investment Strategist at Yale New Haven Health System
Industry Hospital & Health Care
Experience
Yale New Haven Health System December 2012 - Present
Yale New Haven Health System January 2009 - December 2012
Mercer Investment Consulting July 2005 - November 2008
Capital Metrics & Risk Solutions January 2004 - December 2004
Stratford Advisory Group October 1997 - March 2003
University of Chicago Hospitals September 1994 - September 1997
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Financial Modeling, Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Equity Research, Investment Advisory, Mutual Funds, Financial Markets, Pensions, Fund Of Funds, Pension Funds, Asset Management, Capital Markets, Corporate Finance, Emerging Markets, Finance, Financial Advisory, Financial Analysis, Investment Management, Options, Valuation
Education
The University of Chicago 1991 — 1994
AB, Mathematics
Illinois Institute of Technology 1999 — 2001
MSc, Financial Markets and Trading
Yale New Haven Health System December 2012 - Present
Yale New Haven Health System January 2009 - December 2012
Mercer Investment Consulting July 2005 - November 2008
Capital Metrics & Risk Solutions January 2004 - December 2004
Stratford Advisory Group October 1997 - March 2003
University of Chicago Hospitals September 1994 - September 1997
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Financial Modeling, Asset Managment, Investment Strategies, Alternative Investments, Fixed Income, Equity Research, Investment Advisory, Mutual Funds, Financial Markets, Pensions, Fund Of Funds, Pension Funds, Asset Management, Capital Markets, Corporate Finance, Emerging Markets, Finance, Financial Advisory, Financial Analysis, Investment Management, Options, Valuation
Education
The University of Chicago 1991 — 1994
AB, Mathematics
Illinois Institute of Technology 1999 — 2001
MSc, Financial Markets and Trading