Summit Rock Advisors
Summit Rock Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Rock Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Summit Rock Advisors Salaries. You can even request information on how much does Summit Rock Advisors pay if you want to. Learn about salaries, pros and cons of working for Summit Rock Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
30 Summit Rock Advisors employees in database. Find out everything there's to know about Summit Rock Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Summit Rock Advisors Employees
Employee
Years
Job
Industry
Jenn Wilcox Thomas Jenn Wilcox Thomas's Summit Rock Advisors Experience July 2010 - May 2013
Job Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC August 2015 - Present
Google June 2014 - September 2014
Summit Rock Advisors July 2010 - May 2013
Goldman Sachs July 2008 - June 2010
Swayam Shikshan Prayog May 2007 - August 2007
Skills
Investment Banking, Equities, Private Equity, Financial Modeling, Hedge Funds, Investments, Stata, Economics, Valuation, Fixed Income, Charity, Due Diligence, PowerPoint, Bloomberg, Endowments, Microsoft Excel, Trading
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Pomona College 2004 — 2008
BA, Economics
University of Oxford 2006 — 2006
Semester Abroad, Development Economics
Edina High School 2001 — 2004
Hall Capital Partners LLC August 2015 - Present
Google June 2014 - September 2014
Summit Rock Advisors July 2010 - May 2013
Goldman Sachs July 2008 - June 2010
Swayam Shikshan Prayog May 2007 - August 2007
Skills
Investment Banking, Equities, Private Equity, Financial Modeling, Hedge Funds, Investments, Stata, Economics, Valuation, Fixed Income, Charity, Due Diligence, PowerPoint, Bloomberg, Endowments, Microsoft Excel, Trading
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Pomona College 2004 — 2008
BA, Economics
University of Oxford 2006 — 2006
Semester Abroad, Development Economics
Edina High School 2001 — 2004
Jessica Farkas Jessica Farkas's Summit Rock Advisors Experience May 2011 - Present
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors May 2011 - Present
Bernstein Global Wealth Management June 2006 - May 2011
Skills
Hedge Funds, Alternative Investments, Asset Management, Strategic Planning, Series 7, Financial Modeling, Private Equity
Education
University of Michigan 2002 — 2006
BA, Economics, Applied Statistics
Summit Rock Advisors May 2011 - Present
Bernstein Global Wealth Management June 2006 - May 2011
Skills
Hedge Funds, Alternative Investments, Asset Management, Strategic Planning, Series 7, Financial Modeling, Private Equity
Education
University of Michigan 2002 — 2006
BA, Economics, Applied Statistics
Stephanie Gamble-Lombardo Stephanie Gamble-Lombardo's Summit Rock Advisors Experience February 2008 - December 2012
Job Executive Assistant at Calysto Communications
Industry Marketing and Advertising
Experience
Calysto Communications November 2013 - Present
Summit Rock Advisors February 2008 - December 2012
Citigroup Inc. September 2005 - February 2008
McKinsey & Company February 2005 - August 2005
Goldman Sachs February 1998 - December 2004
Skills
Executive..., Management, Marketing, Microsoft Office, Event Planning, Social Networking, Project Management, Customer Service, Time Management, Leadership, Office Management
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2004
Bachelor of Arts (BA), Criminology
Laguardia Community College 1993 — 1996
Calysto Communications November 2013 - Present
Summit Rock Advisors February 2008 - December 2012
Citigroup Inc. September 2005 - February 2008
McKinsey & Company February 2005 - August 2005
Goldman Sachs February 1998 - December 2004
Skills
Executive..., Management, Marketing, Microsoft Office, Event Planning, Social Networking, Project Management, Customer Service, Time Management, Leadership, Office Management
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2004
Bachelor of Arts (BA), Criminology
Laguardia Community College 1993 — 1996
Christian Capasso Christian Capasso's Summit Rock Advisors Experience May 2013 - Present
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors May 2013 - Present
UBS August 2009 - May 2013
SlantShack Jerky, LLC December 2009 - June 2012
UBS Private Wealth Management June 2007 - August 2009
Skills
Financial Modeling, Valuation, Equities, Private Equity, Investment Management, Investment Banking, Corporate Finance
Education
Columbia Business School 2012 — 2014
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Summit Rock Advisors May 2013 - Present
UBS August 2009 - May 2013
SlantShack Jerky, LLC December 2009 - June 2012
UBS Private Wealth Management June 2007 - August 2009
Skills
Financial Modeling, Valuation, Equities, Private Equity, Investment Management, Investment Banking, Corporate Finance
Education
Columbia Business School 2012 — 2014
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Robert S. Ellis Robert S. Ellis's Summit Rock Advisors Experience May 2014 - Present
Job Senior Associate at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors May 2014 - Present
The Carlyle Group February 2012 - May 2014
Ernst & Young September 2006 - February 2012
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, CPA
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
Summit Rock Advisors May 2014 - Present
The Carlyle Group February 2012 - May 2014
Ernst & Young September 2006 - February 2012
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, CPA
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
Cynthia Perry's Summit Rock Advisors Experience 2012 - Present
Job Advisory Team at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors 2012 - Present
Lumine Yoga by Cynthia Perry 2010 - Present
Maverick Capital 2009 - 2010
ICAP 2007 - 2009
Och-Ziff Capital Management 2004 - 2007
NBC Olympics 2002 - 2004
Education
Columbia University in the City of New York 2006 — 2007
Germanic Language Studies
University of Massachusetts Dartmouth 1996 — 2000
Spanish, Foreign Literature
Brown University
Political Science
Summit Rock Advisors 2012 - Present
Lumine Yoga by Cynthia Perry 2010 - Present
Maverick Capital 2009 - 2010
ICAP 2007 - 2009
Och-Ziff Capital Management 2004 - 2007
NBC Olympics 2002 - 2004
Education
Columbia University in the City of New York 2006 — 2007
Germanic Language Studies
University of Massachusetts Dartmouth 1996 — 2000
Spanish, Foreign Literature
Brown University
Political Science
Erica Beaudoin Erica Beaudoin's Summit Rock Advisors Experience January 2013 - Present
Job Investment Team Coordinator at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors January 2013 - Present
Fortress Investment Group June 2012 - September 2012
UBP Asset Management 2010 - 2012
Fortress Investment Group 2007 - 2010
Kellogg Group, LLC 2004 - 2007
TAHOE Trading Company 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Trading, Asset Management, Fund Of Funds, Bloomberg, Derivatives, Equities, Financial Markets, Fixed Income, Investments, Options, Securities, Valuation
Education
University at Albany 1999 — 2001
BS, Business Administration
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Summit Rock Advisors January 2013 - Present
Fortress Investment Group June 2012 - September 2012
UBP Asset Management 2010 - 2012
Fortress Investment Group 2007 - 2010
Kellogg Group, LLC 2004 - 2007
TAHOE Trading Company 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Trading, Asset Management, Fund Of Funds, Bloomberg, Derivatives, Equities, Financial Markets, Fixed Income, Investments, Options, Securities, Valuation
Education
University at Albany 1999 — 2001
BS, Business Administration
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Henry Hund Henry Hund's Summit Rock Advisors Experience 2010 - 2012
Job Director of Marketing and Growth at RJMetrics
Industry Information Technology and Services
Experience
RJMetrics 2014 - Present
Lorious 2013 - 2014
Wharton Small Business Development Center September 2012 - 2014
Summit Rock Advisors 2010 - 2012
Morgan Stanley 2008 - 2010
Department of Homeland Security 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Microsoft Excel, Valuation, Due Diligence, HTML, Hedge Funds, Ruby on Rails, Sales & Marketing..., SQL, Email Strategy, Salesforce.com, Pardot, Lead Generation, Outbound Marketing, Email Marketing, Mandrill, MailChimp, R, Git, Beer Brewing, Bourbon Tasting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Marketing
Penn State University 2004 — 2008
BS, Information Sciences & Technology, Finance, 3.95
RJMetrics 2014 - Present
Lorious 2013 - 2014
Wharton Small Business Development Center September 2012 - 2014
Summit Rock Advisors 2010 - 2012
Morgan Stanley 2008 - 2010
Department of Homeland Security 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Microsoft Excel, Valuation, Due Diligence, HTML, Hedge Funds, Ruby on Rails, Sales & Marketing..., SQL, Email Strategy, Salesforce.com, Pardot, Lead Generation, Outbound Marketing, Email Marketing, Mandrill, MailChimp, R, Git, Beer Brewing, Bourbon Tasting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Marketing
Penn State University 2004 — 2008
BS, Information Sciences & Technology, Finance, 3.95
Miles Doherty, CPA Miles Doherty, CPA's Summit Rock Advisors Experience 2007 - 2011
Job Experienced COO | CFO | CCO | CPA | Investment Management, RIA
Industry Investment Management
Experience
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Sarah Anne Brown's Summit Rock Advisors Experience May 2015 - Present
Job Receptionist at Summit Rock Advisors
Industry Individual & Family Services
Experience
Summit Rock Advisors May 2015 - Present
High Country Community Health January 2015 - May 2015
US Buildings June 2014 - May 2015
Chili's May 2012 - May 2015
Lavender Fields Skin Care & Laser Spa January 2012 - August 2012
Gladiola Girls February 2011 - August 2012
High Country Proactive Health January 2009 - July 2009
Banana Republic January 2009 - July 2009
Nutri Doc August 2008 - June 2009
Skills
Social Media, Microsoft Office, Customer Service, Blogging, Microsoft Excel, Writing, Online Research, Facebook
Education
Appalachian State University 2012 — 2015
Bachelor's Degree, Social Work
The King's College 2009 — 2010
Bachelor of Arts, Communication and Media Studies
Summit Rock Advisors May 2015 - Present
High Country Community Health January 2015 - May 2015
US Buildings June 2014 - May 2015
Chili's May 2012 - May 2015
Lavender Fields Skin Care & Laser Spa January 2012 - August 2012
Gladiola Girls February 2011 - August 2012
High Country Proactive Health January 2009 - July 2009
Banana Republic January 2009 - July 2009
Nutri Doc August 2008 - June 2009
Skills
Social Media, Microsoft Office, Customer Service, Blogging, Microsoft Excel, Writing, Online Research, Facebook
Education
Appalachian State University 2012 — 2015
Bachelor's Degree, Social Work
The King's College 2009 — 2010
Bachelor of Arts, Communication and Media Studies
Kyle O'Brien, CFA Kyle O'Brien, CFA's Summit Rock Advisors Experience October 2013 - Present
Job Associate at Summit Rock Advisors
Industry Computer Software
Experience
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Adrienne Israel Adrienne Israel's Summit Rock Advisors Experience October 2012 - October 2013
Job Associate Director of Finance at Acumen
Industry Accounting
Experience
Acumen March 2014 - Present
Acumen November 2013 - February 2014
Summit Rock Advisors October 2012 - October 2013
Kohlberg Kravis Roberts & Co. November 2008 - October 2012
Ernst & Young January 2007 - November 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Marketing Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2006
Master of Accounting
University of Florida - Warrington College of Business Administration 2002 — 2005
Bachelor of Science in Accounting
Acumen March 2014 - Present
Acumen November 2013 - February 2014
Summit Rock Advisors October 2012 - October 2013
Kohlberg Kravis Roberts & Co. November 2008 - October 2012
Ernst & Young January 2007 - November 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Marketing Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2006
Master of Accounting
University of Florida - Warrington College of Business Administration 2002 — 2005
Bachelor of Science in Accounting
Tom Schroeder Tom Schroeder's Summit Rock Advisors Experience February 2013 - Present
Job Vice President at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors February 2013 - Present
Summit Rock Advisors November 2010 - February 2013
The Blackstone Group January 2010 - November 2010
The Blackstone Group December 2007 - December 2009
Altair Management Partners November 2005 - December 2007
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (B.A.), Economics
Franklin Regional High School 1997 — 2001
Summit Rock Advisors February 2013 - Present
Summit Rock Advisors November 2010 - February 2013
The Blackstone Group January 2010 - November 2010
The Blackstone Group December 2007 - December 2009
Altair Management Partners November 2005 - December 2007
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (B.A.), Economics
Franklin Regional High School 1997 — 2001
Stephen Kratsios Stephen Kratsios's Summit Rock Advisors Experience October 2015 - Present
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors October 2015 - Present
Cambridge Associates July 2013 - September 2015
Cambridge Associates June 2010 - June 2013
Cambridge Associates January 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Enterprise Rent-A-Car June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Asset Allocation, Analysis, Mutual Funds, Strategy, Microsoft Office, Due Diligence, Alternative Investments, Microsoft Excel, Bloomberg Terminal, Account Reconciliation, Performance Benchmarking, Project Management, Product Management, client reporting, Financial Analysis, Financial Modeling, Performance Reporting, OCIO, Process Improvement, Net Worth, Asset Management, Investment Performance, Operations Management
Education
James Madison University 2004 — 2008
BBA, Finance, Management
Summit Rock Advisors October 2015 - Present
Cambridge Associates July 2013 - September 2015
Cambridge Associates June 2010 - June 2013
Cambridge Associates January 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Enterprise Rent-A-Car June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Asset Allocation, Analysis, Mutual Funds, Strategy, Microsoft Office, Due Diligence, Alternative Investments, Microsoft Excel, Bloomberg Terminal, Account Reconciliation, Performance Benchmarking, Project Management, Product Management, client reporting, Financial Analysis, Financial Modeling, Performance Reporting, OCIO, Process Improvement, Net Worth, Asset Management, Investment Performance, Operations Management
Education
James Madison University 2004 — 2008
BBA, Finance, Management
Ellen Wilhelm's Summit Rock Advisors Experience June 2012 - July 2013
Job Operations and Business Development Associate at Clearfield Capital Management
Industry Accounting
Experience
Clearfield Capital Management April 2015 - Present
Moore Capital Management May 2014 - April 2015
Petrarca Capital August 2013 - April 2014
Summit Rock Advisors June 2012 - July 2013
Deloitte September 2009 - May 2012
Education
The University of Texas at Austin 2004 — 2009
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Master of Professional Accounting
Clearfield Capital Management April 2015 - Present
Moore Capital Management May 2014 - April 2015
Petrarca Capital August 2013 - April 2014
Summit Rock Advisors June 2012 - July 2013
Deloitte September 2009 - May 2012
Education
The University of Texas at Austin 2004 — 2009
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Master of Professional Accounting
Caroline (Park) O'Mahony's Summit Rock Advisors Experience 2011 - 2013
Job Senior Director of Product Marketing at Addepar
Industry Computer Software
Experience
Addepar June 2013 - Present
Summit Rock Advisors 2011 - 2013
Värde Partners 2008 - 2011
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Alternative Investments, Fixed Income, Distressed Debt, Real Estate, Structured Products, Valuation, Hedge Funds, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Value Investing, Asset Allocation, Principal Investing, Credit Analysis, Corporate Finance, Investment Management, CMBS, Investments, Private Equity, Asset Management, Fund Of Funds, Financial Analysis, Investment Advisory, Equities
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgrad, Accounting & Finance
Princeton University 1999 — 2003
BA, Ecology & Evolutionary Biology
Lakeside High School
Lakeside High School
Addepar June 2013 - Present
Summit Rock Advisors 2011 - 2013
Värde Partners 2008 - 2011
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Alternative Investments, Fixed Income, Distressed Debt, Real Estate, Structured Products, Valuation, Hedge Funds, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Value Investing, Asset Allocation, Principal Investing, Credit Analysis, Corporate Finance, Investment Management, CMBS, Investments, Private Equity, Asset Management, Fund Of Funds, Financial Analysis, Investment Advisory, Equities
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgrad, Accounting & Finance
Princeton University 1999 — 2003
BA, Ecology & Evolutionary Biology
Lakeside High School
Lakeside High School
Kathryn Lavelle's Summit Rock Advisors Experience February 2014 - Present
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors February 2014 - Present
Summit Rock Advisors January 2010 - February 2014
Citi July 2006 - January 2010
Skills
Visio, Financial Modeling, Equities, Hedge Funds, Bloomberg, Private Equity, Derivatives, Management, Asset Management, Fixed Income, Capital Markets
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
BS, Business Management
National College of Ireland 2005 — 2005
Sayville High School 1998 — 2002
Summit Rock Advisors February 2014 - Present
Summit Rock Advisors January 2010 - February 2014
Citi July 2006 - January 2010
Skills
Visio, Financial Modeling, Equities, Hedge Funds, Bloomberg, Private Equity, Derivatives, Management, Asset Management, Fixed Income, Capital Markets
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
BS, Business Management
National College of Ireland 2005 — 2005
Sayville High School 1998 — 2002
Emily Farnesi's Summit Rock Advisors Experience January 2015 - Present
Job Vice President at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors January 2015 - Present
Summit Rock Advisors November 2012 - December 2014
Moelis & Company November 2010 - November 2012
AMG, Advanced Metallurgical Group N.V. March 2009 - November 2010
AMG, Advanced Metallurgical Group August 2007 - March 2009
KPMG, LLP June 2006 - August 2007
KPMG, LLP September 2004 - June 2006
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Management
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics
Villa Maria Academy
Summit Rock Advisors January 2015 - Present
Summit Rock Advisors November 2012 - December 2014
Moelis & Company November 2010 - November 2012
AMG, Advanced Metallurgical Group N.V. March 2009 - November 2010
AMG, Advanced Metallurgical Group August 2007 - March 2009
KPMG, LLP June 2006 - August 2007
KPMG, LLP September 2004 - June 2006
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Management
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics
Villa Maria Academy
Nicholas H. Anderson, CFA's Summit Rock Advisors Experience February 2013 - Present
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Jess McCormick's Summit Rock Advisors Experience May 2011 - Present
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors May 2011 - Present
Barclays Wealth July 2009 - April 2011
UBS Investment Bank July 2007 - December 2008
Skills
Financial Modeling, Hedge Funds, Equities, Investment Banking, Private Equity, Capital Markets
Education
Kenyon College 2003 — 2007
BA, International Studies, Mathematics
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge Program
The Taft School 1999 — 2003
Summit Rock Advisors May 2011 - Present
Barclays Wealth July 2009 - April 2011
UBS Investment Bank July 2007 - December 2008
Skills
Financial Modeling, Hedge Funds, Equities, Investment Banking, Private Equity, Capital Markets
Education
Kenyon College 2003 — 2007
BA, International Studies, Mathematics
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge Program
The Taft School 1999 — 2003
Kevin Jornlin, CFA's Summit Rock Advisors Experience September 2014 - Present
Job Senior Associate at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors September 2014 - Present
The Archstone Partnerships July 2006 - August 2014
Morgan Stanley Investment Management June 2005 - August 2005
Skills
Hedge Funds, Investments, Asset Management, Bloomberg, Alternative Investments, Equities, Investment Management
Education
University of Richmond 2002 — 2006
Bachelor of Science (BS), Finance, Accounting
Summit Rock Advisors September 2014 - Present
The Archstone Partnerships July 2006 - August 2014
Morgan Stanley Investment Management June 2005 - August 2005
Skills
Hedge Funds, Investments, Asset Management, Bloomberg, Alternative Investments, Equities, Investment Management
Education
University of Richmond 2002 — 2006
Bachelor of Science (BS), Finance, Accounting
Jesse Bayard, CPA's Summit Rock Advisors Experience July 2012 - Present
Job Associate at Summit Rock Advisors
Industry Investment Management
Erin Harkless, CFA's Summit Rock Advisors Experience August 2008 - July 2010
Job
Industry Investment Management
Experience
Cambridge Associates January 2015 - Present
Cambridge Associates August 2012 - December 2014
Princeton University Investment Company June 2011 - August 2011
Summit Rock Advisors August 2008 - July 2010
Goldman Sachs Asset Management July 2005 - July 2008
Skills
Investments, Portfolio Management, Strategy, Equities, Hedge Funds, Finance
Education
Harvard Business School 2010 — 2012
MBA
Washington University in St. Louis 2001 — 2005
BSBA
Imperial College London 2004 — 2004
International Business Study Abroad Program
Cambridge Associates January 2015 - Present
Cambridge Associates August 2012 - December 2014
Princeton University Investment Company June 2011 - August 2011
Summit Rock Advisors August 2008 - July 2010
Goldman Sachs Asset Management July 2005 - July 2008
Skills
Investments, Portfolio Management, Strategy, Equities, Hedge Funds, Finance
Education
Harvard Business School 2010 — 2012
MBA
Washington University in St. Louis 2001 — 2005
BSBA
Imperial College London 2004 — 2004
International Business Study Abroad Program
Mary Pappas's Summit Rock Advisors Experience January 2012 - June 2012
Job Office Manager at SML
Industry Executive Office
Experience
SML December 2014 - Present
Freelance April 2014 - November 2014
New York Methodist Hospital October 2012 - March 2014
Summit Rock Advisors January 2012 - June 2012
Rodini Zoe & Co. September 2008 - December 2011
Dell 2003 - 2008
Finance & Technology 1996 - 2002
HP- Compaq Computer Corp. 1986 - 1992
Education
City University of New York
SML December 2014 - Present
Freelance April 2014 - November 2014
New York Methodist Hospital October 2012 - March 2014
Summit Rock Advisors January 2012 - June 2012
Rodini Zoe & Co. September 2008 - December 2011
Dell 2003 - 2008
Finance & Technology 1996 - 2002
HP- Compaq Computer Corp. 1986 - 1992
Education
City University of New York
Jonathan Tucker's Summit Rock Advisors Experience August 2015 - Present
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Summit Rock Advisors August 2015 - Present
Bessemer Trust January 2015 - July 2015
Bessemer Trust October 2012 - December 2014
Bessemer Trust 2011 - September 2012
Bessemer Trust 2003 - 2010
Bear Stearns 1999 - 2002
Skills
Asset Allocation, Hedge Funds, Equities, Alternative Investments, Asset Management, Investments, Portfolio Management, Investment Strategies
Education
Hamilton College 1995 — 1999
BA, Economics
Tenafly High School 1991 — 1995
Anna Bitton's Summit Rock Advisors Experience September 2012 - Present
Job Associate at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors September 2012 - Present
Riverstone Holdings LLC June 2011 - September 2012
Morgan Stanley May 2008 - June 2011
Education
Bentley University
B.S., Finance
Summit Rock Advisors September 2012 - Present
Riverstone Holdings LLC June 2011 - September 2012
Morgan Stanley May 2008 - June 2011
Education
Bentley University
B.S., Finance
Kim Dowdy's Summit Rock Advisors Experience December 2013 - Present
Job Executive Assistant at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors December 2013 - Present
Education
North Carolina Central University 1988 — 1993
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Summit Rock Advisors December 2013 - Present
Education
North Carolina Central University 1988 — 1993
Bachelor of Arts (B.A.), Criminal Justice/Police Science