Systematic Financial Management

Description

Address: 300 Frank W Burr Blvd # 7, Teaneck, NJ 07666 Phone: (201) 928-1982: : : Place name: Website: : Category: : : Hours: Website: http://www.sfmlp.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Systematic Financial Management LP Posting publicly on the Web Write a review Reviews Be the first to review

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Systematic Financial Management Employees

Employee
Years
Job
Industry
Portia Amato Portia Amato Greater New York City Area Details
Portia Amato's Systematic Financial Management Experience May 1997 - February 2001
Job Compliance Officer, DRA Advisors, LLC
Industry Investment Management
Experience
DRA Advisors LLC  April 2015 - Present
Epoch Investment Partners  January 2014 - Present
Epoch Investment Partners, Inc.   February 2010 - Present
Jacobs Levy Equity Management  August 2006 - December 2009
Rockefeller Company   September 2005 - March 2006
US Trust, Affiliate of Charles Schwab and Company   October 2003 - September 2005
New York Life Investment Management LLC  October 2001 - October 2003
Fred Alger Management  February 2001 - October 2001
Systematic Financial Management   May 1997 - February 2001

Skills
Portfolio Management, Equities, Trading, Investment Management, Fixed Income, Middle Office, Asset Management, Mutual Funds, Securities, Alternative Investments, Investments, Settlement, Financial Services, Corporate Actions, Bloomberg, Legal Compliance

Education
Dover Business College   1997 — 1997
Diploma, Computer Information Specialist

Saint Peter's University   1995 — 1997
B.S.B.A

Karl Goldmann Karl Goldmann Hoboken, New Jersey Details
Karl Goldmann's Systematic Financial Management Experience June 2008 - January 2011
Job Product & Sales Analyst at Schroders
Industry Financial Services
Experience
Schroders  April 2014 - Present
Morgan Stanley  September 2013 - October 2013
ElderServe Health  October 2012 - February 2013
Systematic Financial Management   June 2008 - January 2011
Dreyfus Corporation  March 2007 - May 2008
UBS  December 1999 - March 2007
AXA Equitable  March 1998 - December 1999

Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing

Education
Rutgers University School of Business   2002 — 2005
Master of Business Administration, Finance

Kean University   1995 — 1997
Bachelor of Science, Finance

John Decker, CFA John Decker, CFA Greenwood, South Carolina Details
John Decker, CFA's Systematic Financial Management Experience 2005 - 2007
Job Portfolio Manager, Principal
Industry Investment Management
Experience
Greenwood Capital   2011 - Present
Bloomberg  2008 - 2010
Systematic Financial Management   2005 - 2007
Thomson Horstmann & Bryant  2001 - 2005
Chase Asset Management  1999 - 2001
SunTrust Bank  1997 - 1999

Education
Clemson University   1992 — 1996
BS, Finance, Accounting

Cristian Louro Cristian Louro Greater New York City Area Details
Cristian Louro's Systematic Financial Management Experience May 2014 - Present
Job Systematic Financial Management
Industry Financial Services
Experience
Systematic Financial Management   May 2014 - Present
Maidenform  August 2012 - May 2014
Proyecto Science   2012 - 2012

Skills
InDesign, Illustrator, Fashion, Social Media, Social Networking, Creative Direction, Art, Social Media Marketing, Marketing, Public Relations, Marketing Strategy, Event Management, Fashion Design, Sketching, Apparel, Styling, Mac, Visual Merchandising, Pattern Grading, PDM, Flex PLM

Education
New Jersey City University   2007 — 2011
Bachelor of Arts (B.A.), Mathematics

Natalie Strauss Natalie Strauss Everett, Washington Details
Natalie Strauss's Systematic Financial Management Experience June 2003 - July 2008
Job Recordkeeping Account Processor
Industry Financial Services
Experience
Guidant Financial  September 2014 - Present
TechConFed LLC   December 2009 - May 2012
Systematic Financial Management   June 2003 - July 2008

Skills
Outlook, Account Reconciliation, Human Resources, Microsoft Word, PowerPoint, Photoshop, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Portrait Photography, Administrative..., Axys, E-Verify, Salesforce.com, NetDocuments

Education
Southern New Hampshire University   2014 — 2018
Master's Degree, Forensic Accounting

William Paterson University of New Jersey   2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies

Bergen Community College   2002 — 2004
n/a, Animation

Hofstra University   2000 — 2002
n/a, Theatre/Theater

Kimberly B. Urquhart Kimberly B. Urquhart Greater New York City Area Details
Kimberly B. Urquhart's Systematic Financial Management Experience January 2010 - May 2012
Job CPA Candidate
Industry Accounting
Experience
Financial Industry Regulatory Authority (FINRA)   September 2014 - Present
Rothstein Kass  October 2012 - June 2014
Systematic Financial Management   January 2010 - May 2012
PNC Financial Services Group  February 2007 - January 2010
Systematic Financial Management   July 2009 - December 2009

Skills
Accounting, Auditing, Excel, Assurance, Financial Statements, Private Equity, US GAAP, External Audit, Financial Audits, Financial Reporting, Hedge Funds, Retail Banking

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2012
B.S., Accounting

Jonathan Seidman Jonathan Seidman New York, New York Details
Jonathan Seidman's Systematic Financial Management Experience March 2001 - April 2007
Job Principal, The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  December 2014 - Present
Morgan Stanley Alternative Investment Partners  May 2012 - December 2014
Allianz Global Investors  April 2007 - April 2012
Systematic Financial Management   March 2001 - April 2007

Education
University of Florida - Warrington College Of Business   1992 — 1996
BS, Finance, General

Elizabeth Howell, CFA Elizabeth Howell, CFA New York, New York Details
Elizabeth Howell, CFA's Systematic Financial Management Experience December 2013 - Present
Job Equity Analyst at Systematic Financial Management
Industry Capital Markets
Experience
Systematic Financial Management   December 2013 - Present
Raymond James  June 2012 - December 2013
Raymond James  July 2010 - June 2012
Raymond James  February 2008 - July 2010
Harvard University's World Teach - China   August 2006 - July 2007
Boyer & Associates  May 2006 - August 2006
The Independence Foundation   May 2003 - August 2005
The Children's Hospital of Philadelphia  May 2004 - August 2004

Skills
Valuation, Financial Modeling, Financial Analysis, Equity Research, Start-ups, Equities, Finance

Education
University of Pennsylvania   2002 — 2006
Bachelor of Arts (BA), Markets and Finance: Health Care

Episcopal Academy

Mark McKee, CFA Mark McKee, CFA Greater New York City Area Details
Mark McKee, CFA's Systematic Financial Management Experience 2010 - 2011
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management  2013 - Present
Systematic Financial Management   2010 - 2011
Wellington Management Company  2005 - 2010
Fidelity Investments  2003 - 2005

Education
Stonehill College   1999 — 2003
Bachelor of Science, Business Administration; Finance

Todd Bitzer Todd Bitzer Greater Atlanta Area Details
Todd Bitzer's Systematic Financial Management Experience June 2001 - December 2008
Job Senior Investment Director at Legal & General Investment Management America
Industry Financial Services
Experience
Legal & General Investment Management America  August 2013 - Present
Morgan Stanley - AIP   February 2012 - July 2013
Janus Capital Group  December 2008 - December 2011
Systematic Financial Management   June 2001 - December 2008

Education
The University of Georgia   1984 — 1988
BBA, Marketing, Finance

Wheeler High School

Marc Tracey Marc Tracey Verona, New Jersey Details
Marc Tracey's Systematic Financial Management Experience November 2002 - May 2009
Job Director of Communications at ADP, Founder of Bessie Boot Books
Industry Entertainment
Experience
ADP  March 2015 - Present
BessieBoot.com   November 2014 - Present
AT&T  July 2012 - February 2015
Production Resource Group  March 2010 - June 2012
Merck  February 2010 - March 2010
Freelance Graphic Designer  May 2009 - February 2010
Systematic Financial Management   November 2002 - May 2009
Ernst & Young  September 2000 - November 2002

Skills
Graphic Design, Creative Direction, Social Media, Editing, Marketing, Corporate Branding, Brochures, Graphics, Layout, Corporate Communications, Marketing Communications, Public Relations, Video Production, Photography, Internal & External..., Press Releases

Education
Marist College   1993 — 1997
BA, Communications/Art

Fairleigh Dickinson University   2012 — 2014
Master's degree, Corporate Communication

John F Holman, MBA, JD John F Holman, MBA, JD Reno, Nevada Area Details
John F Holman, MBA, JD's Systematic Financial Management Experience June 1996 - June 2000
Job Circle of Safety Advisors, LLC, 7759718300, 7 1/2% FDIC Insured Market Linked CD's, Reverse Mortgages, Financial Plan
Industry Financial Services
Experience
Circle of Safety Advisors   October 2012 - Present
HGI  December 2011 - September 2012
Remax Professionals inc.  October 2011 - January 2012
Baceline Investments, LLC   November 2009 - October 2011
British American Natural Gas   June 2003 - September 2009
KELLER WILLIAMS  2006 - 2007
Morgan Stanley  February 2005 - October 2005
Ashfield & Company   July 2000 - January 2005
Systematic Financial Management   June 1996 - June 2000
McKinley Capital Management  February 1994 - May 1996

Skills
Investments, Private Equity, Finance, Real Estate, Financial Services, Marketing, Strategy, Sales Management, Due Diligence, Series 7, Financial Advisory, Financial Modeling, Portfolio Management, Asset Managment, Contract Negotiation, Management, Strategic Financial..., Consulting, Mortgage Lending, Start-ups, Wealth, Asset Management, Sales, Strategic Planning, Valuation, Insurance, Management Consulting, Banking, Business Development, Business Planning, Mergers & Acquisitions, Investment Management, Fixed Annuities, Negotiation, Training, Mutual Funds, Financial Analysis, Securities, Market Research, Competitive Analysis, Recruiting, Executive Management, Investment Advisory, Investment Strategies, Retirement Planning, Commercial Real Estate, Budgets, Small Business, Alternative Investments, Wealth Management

Education
University of Pennsylvania - The Wharton School   2001 — 2002
CIMA, Certified Investment Management Analyst

College for Financial Planning   1981 — 1988
CFP, Financial Planning

Arizona State University College of Law   1972 — 1975
JD, Law

Arizona State University   1969 — 1971
MBA, Marketing

Arizona State University   1964 — 1969
BS, Mechanical Engineering & Marketing

Mike DeBernardis Mike DeBernardis Greater New York City Area Details
Mike DeBernardis's Systematic Financial Management Experience September 1998 - May 2005
Job Analyst / Porftolio Manager
Industry Investment Management
Experience
Lazard Asset Management  May 2005 - Present
Systematic Financial Management   September 1998 - May 2005
Salomon Smith Barney  August 1996 - September 1998

Skills
Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Equity Research, Valuation, Capital Markets, Investments, Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Banking, Investment Strategies, Emerging Markets, Securities, Corporate Finance, Trading

Education
New York University - Leonard N. Stern School of Business   1999 — 2003
Master of Business Administration (MBA), Finance, General

University of Rhode Island   1992 — 1996
Bachelor of Science (BS), Finance, General

Chris Marlin Chris Marlin Greater New York City Area Details
Chris Marlin's Systematic Financial Management Experience 1998 - 2000
Job Client Service Associate at Seix Advisors LLC
Industry Investment Management
Experience
Seix Investment Advisors LLC  April 2007 - Present
Dreman Value Management  September 2003 - October 2006
Fox Asset Management  April 2001 - September 2004
Systematic Financial Management   1998 - 2000

Education
Siena College   1985 — 1989
BA, Political Science

Brian Kostka Brian Kostka Greater New York City Area Details
Brian Kostka's Systematic Financial Management Experience 2007 - Present
Job Partner / Assistant Portfolio Manager at SFMLP
Industry Investment Management
Experience
Systematic Financial Management   2007 - Present
Bank of New York Mellon  2006 - 2007
UBS Investment Bank  2004 - 2006
Gartmore  2001 - 2004
PwC  1999 - 2000

Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds

Education
Boston College   1995 — 1999
Finance/Economics, Finance, Economics

Boston College
Bachelor's degree, Finance, Economics

Robert Maroldi, CIPM Robert Maroldi, CIPM Greater New York City Area Details
Robert Maroldi, CIPM's Systematic Financial Management Experience July 2011 - May 2015
Job Director, Portfolio Analytics at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors  May 2015 - Present
Systematic Financial Management   July 2011 - May 2015
BlackRock  July 2003 - June 2011
MetLife  July 2003 - July 2004
CIGNA Healthcare  January 2000 - July 2003

Skills
Financial Analysis, Financial Modeling, Asset Managment, Portfolio Management, Investments, Risk Management, Insurance, Finance, Equities, Process Improvement, Microsoft Excel, Forecasting, Data Analysis, Analytics, Budgets, Accounting, Financial Reporting

Education
Centenary College   2004 — 2006
MBA, Business

New Jersey City University   1998 — 2000
BS, Marketing

Lisa Milos Lisa Milos Greater New York City Area Details
Lisa Milos's Systematic Financial Management Experience September 1998 - August 2004
Job Clien Service Associate at Seix Advisors
Industry Investment Management
Experience
Seix Investment Advisors LLC  September 2004 - Present
Systematic Financial Management   September 1998 - August 2004
Chancellor Capital Management, LLC (Invesco, NY)   1988 - 1998

Skills
Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Investments, Derivatives, Alternative Investments, Securities, Bonds, Financial Markets, Capital Markets, Wealth Management, Trading, Investment Advisory

Education
Fairleigh Dickinson University   1991 — 1995
MBA, Finance

Kenyon College   1981 — 1985
BA, Economics

Yanique Mundy Yanique Mundy Jacksonville, Florida Area Details
Yanique Mundy's Systematic Financial Management Experience January 2010 - Present
Job Marketing Associate at Systematic Financial Management
Industry Investment Management
Experience
Systematic Financial Management   January 2010 - Present

Skills
Marketing, Management, Social Media, Business Development, Event Planning

Education
University of North Florida   2004 — 2009
Bachelor of Business Administration (BBA), Marketing

University of North Florida   2004 — 2009
Bachelor of Business Administration (BBA), Management

Scott Tyndale Scott Tyndale Greater Atlanta Area Details
Scott Tyndale's Systematic Financial Management Experience September 2011 - Present
Job Marketing and Client Service at Systematic Financial Management
Industry Investment Management
Experience
Systematic Financial Management   September 2011 - Present
A.S.A.P. Advisor Services Inc.   August 2008 - August 2011

Skills
Asset Management, Business Analysis, Business Development, Investments

Education
Clemson University   1997 — 1999
BS, Marketing