The Boston Company Asset Management
Industry: Management services company
DescriptionHeadquarters: Boston, MA Founded: 1970
The Boston Company Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Boston Company Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Boston Company Asset Management Employees
Employee
Years
Job
Industry
Cameron Eck Cameron Eck's The Boston Company Asset Management Experience June 2013 - August 2013
Job Internal Sales Director at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement June 2015 - Present
EMPOWER Retirement November 2014 - June 2015
Putnam Investments July 2014 - June 2015
The Boston Company Asset Management June 2013 - August 2013
The Omerta Group March 2013 - April 2013
Skills
401k, Microsoft Excel, Customer Service, Visio, Teamwork, Bloomberg Terminal, Microsoft Office, Financial Analysis, Sales
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Major: Finance; Minor: Accounting
Thayer Academy
EMPOWER Retirement June 2015 - Present
EMPOWER Retirement November 2014 - June 2015
Putnam Investments July 2014 - June 2015
The Boston Company Asset Management June 2013 - August 2013
The Omerta Group March 2013 - April 2013
Skills
401k, Microsoft Excel, Customer Service, Visio, Teamwork, Bloomberg Terminal, Microsoft Office, Financial Analysis, Sales
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Major: Finance; Minor: Accounting
Thayer Academy
Thomas Karthaus, CFA's The Boston Company Asset Management Experience December 2010 - Present
Job Equity Research Analyst, Opportunistic Value Team at The Boston Company
Industry Investment Management
Experience
The Boston Company Asset Management December 2010 - Present
Watermill Group August 2007 - December 2010
Fisher Scientific International June 2006 - August 2006
The Blackstone Group December 2000 - July 2005
Education
Harvard Business School 2005 — 2007
MBA
Fordham University 1997 — 2000
BS, Finance, Business Economics
The Boston Company Asset Management December 2010 - Present
Watermill Group August 2007 - December 2010
Fisher Scientific International June 2006 - August 2006
The Blackstone Group December 2000 - July 2005
Education
Harvard Business School 2005 — 2007
MBA
Fordham University 1997 — 2000
BS, Finance, Business Economics
Gerald Moore Gerald Moore's The Boston Company Asset Management Experience 1995 - 1997
Job President, CEO at Nido Surgical
Industry Medical Devices
Experience
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Ann Marie Foran, CFA's The Boston Company Asset Management Experience 2007 - 2013
Job Investment Strategist at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2014 - Present
The Boston Company Asset Management 2007 - 2013
Putnam Investments 2002 - 2005
UAM Investment Services 1997 - 2001
NatWest Investment Management / BRS Capital Management 1987 - 1996
Skills
Portfolio Management, Equities, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Strategy, Capital Markets, Equity Research, Asset Management
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Natixis Global Asset Management April 2014 - Present
The Boston Company Asset Management 2007 - 2013
Putnam Investments 2002 - 2005
UAM Investment Services 1997 - 2001
NatWest Investment Management / BRS Capital Management 1987 - 1996
Skills
Portfolio Management, Equities, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Strategy, Capital Markets, Equity Research, Asset Management
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Keith Howell, CFA's The Boston Company Asset Management Experience June 2006 - Present
Job Equity Research Analyst at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management June 2006 - Present
Skills
Equity Research, Equity Valuation, Hedge Funds, Bloomberg, Valuation, Emerging Markets, Equity Capital Markets, Teamwork, Equities, Communication
Education
Harvard College 2002 — 2006
AB, Economics
William S. Hart High School 1998 — 2002
The Boston Company Asset Management June 2006 - Present
Skills
Equity Research, Equity Valuation, Hedge Funds, Bloomberg, Valuation, Emerging Markets, Equity Capital Markets, Teamwork, Equities, Communication
Education
Harvard College 2002 — 2006
AB, Economics
William S. Hart High School 1998 — 2002
Ben Strain's The Boston Company Asset Management Experience 2001 - 2009
Job Associate Director, Investor Relations at Biogen Idec
Industry Financial Services
Experience
Biogen Idec 2011 - Present
Under Armour 2009 - 2011
The Boston Company Asset Management 2001 - 2009
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Valuation, Strategic Planning, Speech Writing, Investor Relations, Strategic Communications
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
Masters of Business Administration, MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Bachelor of Science, Economics
Biogen Idec 2011 - Present
Under Armour 2009 - 2011
The Boston Company Asset Management 2001 - 2009
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Valuation, Strategic Planning, Speech Writing, Investor Relations, Strategic Communications
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
Masters of Business Administration, MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Bachelor of Science, Economics
Al Diamond's The Boston Company Asset Management Experience 2005 - Present
Job Director and Sr Equity Trader at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management 2005 - Present
High Rock Capital LLC 1997 - 2005
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Trading, Hedge Funds, Investments, Options, Securities, Trading, Trading Systems
Education
Boston College 1984 — 1988
Finance
The Boston Company Asset Management 2005 - Present
High Rock Capital LLC 1997 - 2005
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Trading, Hedge Funds, Investments, Options, Securities, Trading, Trading Systems
Education
Boston College 1984 — 1988
Finance
Christina Hyland Christina Hyland's The Boston Company Asset Management Experience February 2004 - January 2009
Job Financial services professional with experience in investment management, operations and system conversions.
Industry Financial Services
Experience
American Personnel October 2009 - January 2015
The Boston Company Asset Management February 2004 - January 2009
The Boston Company Asset Management January 2000 - January 2004
Fleet Bank November 1997 - December 1999
MassHousing January 1991 - October 1997
Skills
Bloomberg, Microsoft Excel, Equities, Securities, Financial Analysis, Financial Modeling, Public Speaking, Investments, Financial Services, Portfolio Management, Analysis, Asset Management, Fixed Income, Finance, Strategy, Banking, Start-ups, Due Diligence, Business Planning, Management, Customer Service, Social Media
Education
Suffolk University - Sawyer School of Management
American Personnel October 2009 - January 2015
The Boston Company Asset Management February 2004 - January 2009
The Boston Company Asset Management January 2000 - January 2004
Fleet Bank November 1997 - December 1999
MassHousing January 1991 - October 1997
Skills
Bloomberg, Microsoft Excel, Equities, Securities, Financial Analysis, Financial Modeling, Public Speaking, Investments, Financial Services, Portfolio Management, Analysis, Asset Management, Fixed Income, Finance, Strategy, Banking, Start-ups, Due Diligence, Business Planning, Management, Customer Service, Social Media
Education
Suffolk University - Sawyer School of Management
Courtney DeGraff Courtney DeGraff's The Boston Company Asset Management Experience December 2011 - May 2014
Job Product/Project Management
Industry Financial Services
Experience
State Street June 2015 - Present
Eaton Place Townhomes Condo Association January 2006 - Present
The Boston Company Asset Management, LLC May 2014 - May 2015
The Boston Company Asset Management December 2011 - May 2014
The Boston Company Asset Management (BNY Mellon) January 2011 - November 2011
The Boston Company Asset Management (BNY Mellon) March 2009 - December 2010
Mayfair Wine & Spiritis June 2007 - February 2009
Founders Asset Management (BNY Mellon) May 2002 - January 2009
Wine Shop at Home July 2008 - December 2008
Founders Asset Management (BNY Mellon) August 2001 - May 2002
Skills
Business Analysis, Business Strategy, Project Coordination, Investments, Asset Management, Bloomberg, Excel, Adobe Creative Suite, Visio, Wine Education, Microsoft Office, Lotus Notes, Asset Managment, Microsoft Excel, Marketing Communications, Marketing Strategy, Social Media Marketing, Wine, Management, Strategy, Marketing, Analysis, Project Management, Strategic Planning
Education
Simmons College - Simmons School of Management 2011 — 2013
Master of Science (M.S.), Communication Management
Metropolitan State University of Denver 2002 — 2007
BA, Psychology
State Street June 2015 - Present
Eaton Place Townhomes Condo Association January 2006 - Present
The Boston Company Asset Management, LLC May 2014 - May 2015
The Boston Company Asset Management December 2011 - May 2014
The Boston Company Asset Management (BNY Mellon) January 2011 - November 2011
The Boston Company Asset Management (BNY Mellon) March 2009 - December 2010
Mayfair Wine & Spiritis June 2007 - February 2009
Founders Asset Management (BNY Mellon) May 2002 - January 2009
Wine Shop at Home July 2008 - December 2008
Founders Asset Management (BNY Mellon) August 2001 - May 2002
Skills
Business Analysis, Business Strategy, Project Coordination, Investments, Asset Management, Bloomberg, Excel, Adobe Creative Suite, Visio, Wine Education, Microsoft Office, Lotus Notes, Asset Managment, Microsoft Excel, Marketing Communications, Marketing Strategy, Social Media Marketing, Wine, Management, Strategy, Marketing, Analysis, Project Management, Strategic Planning
Education
Simmons College - Simmons School of Management 2011 — 2013
Master of Science (M.S.), Communication Management
Metropolitan State University of Denver 2002 — 2007
BA, Psychology
Ifeanyi Obukwelu's The Boston Company Asset Management Experience June 2009 - August 2009
Job Investment Professional at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group 2014 - Present
The Blackstone Group 2013 - 2014
Barclays Capital 2011 - 2013
Harvard College Fund 2011 - 2011
Barclays Capital June 2010 - August 2010
Barclays Capital January 2010 - January 2010
The Boston Company Asset Management June 2009 - August 2009
Credit Suisse June 2008 - June 2008
Skills
Financial Modeling, Financial Technology, Microsoft Excel, SNL Financial, FactSet, Investment Banking, Banking, Financial Services, Mergers & Acquisitions, Analysis, Valuation, Investments, Bloomberg, Corporate Finance, Capital Markets
Education
Harvard University 2007 — 2011
A.B.
Boston College High School 2004 — 2007
HS Diploma
Partners Group 2014 - Present
The Blackstone Group 2013 - 2014
Barclays Capital 2011 - 2013
Harvard College Fund 2011 - 2011
Barclays Capital June 2010 - August 2010
Barclays Capital January 2010 - January 2010
The Boston Company Asset Management June 2009 - August 2009
Credit Suisse June 2008 - June 2008
Skills
Financial Modeling, Financial Technology, Microsoft Excel, SNL Financial, FactSet, Investment Banking, Banking, Financial Services, Mergers & Acquisitions, Analysis, Valuation, Investments, Bloomberg, Corporate Finance, Capital Markets
Education
Harvard University 2007 — 2011
A.B.
Boston College High School 2004 — 2007
HS Diploma
John J Ryle, CFA John J Ryle, CFA's The Boston Company Asset Management Experience February 2004 - July 2013
Job Senior Development Engineer at Highfields Capital
Industry Financial Services
Experience
Highfields Capital August 2013 - Present
The Boston Company Asset Management February 2004 - July 2013
One Beacon Insurance 2002 - 2004
Independent Database Consulting January 1999 - 2002
Eze Castle Software 1999 - 1999
National Mentor 1997 - 1999
Harvard University 1996 - 1997
Harvard University 1993 - 1996
Skills
T-SQL, Statistical Data..., Microsoft SQL Server, C#, Business Intelligence, SSRS, Data Warehousing, Databases, SSIS, Financial Databases, SSAS, R Statistical..., Python, pandas, NumPy, SciPy, .NET, PostgreSQL, Amazon Web Services..., Predictive Analytics, Big Data Analytics, XML, Web Mining, Financial Statements, ETL, Derivatives Valuations, Equities, SQL, R, Machine Learning, Random Forests, Supervised Learning, Decision Trees, Support Vector Machines, Data Science, Regression Models
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics, GPA 4.0 (through August 2015)
University of Massachusetts Boston 1989 — 1993
Bachelor of Science (BS), Management/Finance
Highfields Capital August 2013 - Present
The Boston Company Asset Management February 2004 - July 2013
One Beacon Insurance 2002 - 2004
Independent Database Consulting January 1999 - 2002
Eze Castle Software 1999 - 1999
National Mentor 1997 - 1999
Harvard University 1996 - 1997
Harvard University 1993 - 1996
Skills
T-SQL, Statistical Data..., Microsoft SQL Server, C#, Business Intelligence, SSRS, Data Warehousing, Databases, SSIS, Financial Databases, SSAS, R Statistical..., Python, pandas, NumPy, SciPy, .NET, PostgreSQL, Amazon Web Services..., Predictive Analytics, Big Data Analytics, XML, Web Mining, Financial Statements, ETL, Derivatives Valuations, Equities, SQL, R, Machine Learning, Random Forests, Supervised Learning, Decision Trees, Support Vector Machines, Data Science, Regression Models
Education
Northwestern University 2014 — 2016
Master’s Degree, Predictive Analytics, GPA 4.0 (through August 2015)
University of Massachusetts Boston 1989 — 1993
Bachelor of Science (BS), Management/Finance
Maura Fitzpatrick Maura Fitzpatrick's The Boston Company Asset Management Experience August 2005 - January 2009
Job Marketing at modernEmarkets & Bumblebean
Industry Marketing and Advertising
Experience
modernEmarkets & Bumblebean April 2012 - Present
The Office of Senator John Kerry February 2009 - January 2013
(add)ventures March 2012 - August 2012
The Boston Company Asset Management August 2005 - January 2009
Ventry Associates, LLP October 2003 - August 2005
Skills
Digital Marketing, Social Media, Fundraising, Media Relations, New Business Development, Marketing, E-commerce, Account Management, Strategic Communications, Digital Communication..., Crisis Communications, Public Relations, Social Media Marketing, Marketing Communications, Event Planning, Public Affairs, Politics, Political Campaigns, Public Speaking, Event Management, Social Networking, Management, Marketing Strategy, Google Analytics, Marketing Analytics, Data Analytics
Education
IE Business School (Instituto de Empresa) 2011 — 2012
Master's degree, Management in Digital Marketing
Boston University 2010 — 2010
Graduate Course, Communications
Boston College 1999 — 2003
Bachelor's degree, Communications: Advertising, Public Relations
Cathedral High School 1996 — 1999
modernEmarkets & Bumblebean April 2012 - Present
The Office of Senator John Kerry February 2009 - January 2013
(add)ventures March 2012 - August 2012
The Boston Company Asset Management August 2005 - January 2009
Ventry Associates, LLP October 2003 - August 2005
Skills
Digital Marketing, Social Media, Fundraising, Media Relations, New Business Development, Marketing, E-commerce, Account Management, Strategic Communications, Digital Communication..., Crisis Communications, Public Relations, Social Media Marketing, Marketing Communications, Event Planning, Public Affairs, Politics, Political Campaigns, Public Speaking, Event Management, Social Networking, Management, Marketing Strategy, Google Analytics, Marketing Analytics, Data Analytics
Education
IE Business School (Instituto de Empresa) 2011 — 2012
Master's degree, Management in Digital Marketing
Boston University 2010 — 2010
Graduate Course, Communications
Boston College 1999 — 2003
Bachelor's degree, Communications: Advertising, Public Relations
Cathedral High School 1996 — 1999
Amy Rocco-Orlando Amy Rocco-Orlando's The Boston Company Asset Management Experience January 2005 - April 2005
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase April 2007 - December 2008
Standard & Poor's April 2005 - April 2007
The Boston Company Asset Management January 2005 - April 2005
Bank Trust Group January 2001 - January 2005
MFS Investment Management January 1998 - January 2005
Bank Trust August 2000 - January 2001
MFS August 1999 - August 2000
MFS July 1998 - August 1999
Skills
Analysis, Sales, Relationship Management, Marketing, Customer Service, Project Management, Investments, Management, Portfolio Management, CRM, Financial Services, Finance, Strategic Planning, Mutual Funds, Leadership, Salesforce.com, Asset Management, Sales Management, Equities, Consulting
Education
Merrimack College 1992 — 1996
Bachelor of Arts Degree, Psychology
JPMorgan Chase April 2007 - December 2008
Standard & Poor's April 2005 - April 2007
The Boston Company Asset Management January 2005 - April 2005
Bank Trust Group January 2001 - January 2005
MFS Investment Management January 1998 - January 2005
Bank Trust August 2000 - January 2001
MFS August 1999 - August 2000
MFS July 1998 - August 1999
Skills
Analysis, Sales, Relationship Management, Marketing, Customer Service, Project Management, Investments, Management, Portfolio Management, CRM, Financial Services, Finance, Strategic Planning, Mutual Funds, Leadership, Salesforce.com, Asset Management, Sales Management, Equities, Consulting
Education
Merrimack College 1992 — 1996
Bachelor of Arts Degree, Psychology
Mark Bogar Mark Bogar's The Boston Company Asset Management Experience August 2007 - Present
Job Analyst/Portfolio Manager at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management August 2007 - Present
Putnam Investments September 2004 - March 2007
Putnam Investments June 2002 - March 2006
Putnam Investments August 1998 - June 2002
Putnam Investments September 1995 - August 1997
State Street Bank June 1993 - November 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Master of Management, Finance and Marketing
Penn State University 1987 — 1991
B.S., Finance
The Boston Company Asset Management August 2007 - Present
Putnam Investments September 2004 - March 2007
Putnam Investments June 2002 - March 2006
Putnam Investments August 1998 - June 2002
Putnam Investments September 1995 - August 1997
State Street Bank June 1993 - November 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Master of Management, Finance and Marketing
Penn State University 1987 — 1991
B.S., Finance
Ken Frey's The Boston Company Asset Management Experience 1996 - 1999
Job SVP and Portfolio Manager at Maple Capital Management
Industry Investment Management
Experience
Maple Capital Management May 2013 - August 2015
Standard & Poor's April 2010 - May 2013
Dwight Asset Management 2006 - August 2009
Nationwide Insurance March 2005 - June 2006
State Street Research June 1999 - February 2005
The Boston Company Asset Management 1996 - 1999
New England Mutual Life 1988 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Cornell University 1979 — 1982
MPS, Communications
Heidelberg University 1975 — 1979
BA, English
Maple Capital Management May 2013 - August 2015
Standard & Poor's April 2010 - May 2013
Dwight Asset Management 2006 - August 2009
Nationwide Insurance March 2005 - June 2006
State Street Research June 1999 - February 2005
The Boston Company Asset Management 1996 - 1999
New England Mutual Life 1988 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Cornell University 1979 — 1982
MPS, Communications
Heidelberg University 1975 — 1979
BA, English
George Olepere, MBA, MSIT George Olepere, MBA, MSIT's The Boston Company Asset Management Experience May 2010 - Present
Job IT Service Desk Manager, Technical Project Manager
Industry Information Technology and Services
Experience
The Boston Company Asset Management May 2010 - Present
The Boston Company Asset Management, LLC May 2007 - April 2010
Eze Castle Integration September 2006 - May 2007
Sapphire Technologies October 2003 - September 2006
Skills
Bloomberg, Active Directory, XP, Outlook, Citrix, Troubleshooting, SQL, Access, Visio, Servers, Windows XP, Microsoft Exchange, SharePoint, Hardware, Windows Server, Technical Support, Software Installation
Education
University of Massachusetts Boston 2010 — 2011
MBA, Business Administration
University of Massachusetts Boston 2008 — 2010
Masters, Information Technology
New Horizons Training Center 2006 — 2006
Certificate, Citrix Presentation Server 4.0
Daniel Webster College 1999 — 2004
Bachelor of Science, Computer Information Systems
Nairobi School aka "Patch"
Nairobi School aka "Patch"
The Boston Company Asset Management May 2010 - Present
The Boston Company Asset Management, LLC May 2007 - April 2010
Eze Castle Integration September 2006 - May 2007
Sapphire Technologies October 2003 - September 2006
Skills
Bloomberg, Active Directory, XP, Outlook, Citrix, Troubleshooting, SQL, Access, Visio, Servers, Windows XP, Microsoft Exchange, SharePoint, Hardware, Windows Server, Technical Support, Software Installation
Education
University of Massachusetts Boston 2010 — 2011
MBA, Business Administration
University of Massachusetts Boston 2008 — 2010
Masters, Information Technology
New Horizons Training Center 2006 — 2006
Certificate, Citrix Presentation Server 4.0
Daniel Webster College 1999 — 2004
Bachelor of Science, Computer Information Systems
Nairobi School aka "Patch"
Nairobi School aka "Patch"
Jennifer Giroux Jennifer Giroux's The Boston Company Asset Management Experience July 1998 - July 2000
Job Freelance Consultant | Creative Services + Marketing
Industry Marketing and Advertising
Experience
Jennifer Giroux April 2015 - Present
ALLDAYEVERYDAY February 2013 - April 2015
ALLDAYEVERYDAY April 2012 - February 2013
Syrup October 2010 - January 2012
Syrup August 2008 - October 2010
Syrup November 2006 - August 2008
Green Team Advertising September 2004 - November 2006
DIGO (formerly Dimassimo) July 2003 - September 2004
Munn Rabot July 2000 - July 2003
The Boston Company Asset Management July 1998 - July 2000
Skills
Integrated Campaign..., Advertising, Marketing Strategy, Client Engagement, New Business Development, Digital Marketing, Creative Problem Solving, Brand Architecture, Integrated Marketing, Project Management, Project Planning, Superior Client Service, Marketing, Social Media, Digital Strategy, Customer Engagement, Digital Media, Television, Creative Direction, Content Strategy, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Cat Herding, Brand Development, Interactive Marketing
Education
University of Massachusetts, Amherst 1994 — 1998
BA, Communications
Jennifer Giroux April 2015 - Present
ALLDAYEVERYDAY February 2013 - April 2015
ALLDAYEVERYDAY April 2012 - February 2013
Syrup October 2010 - January 2012
Syrup August 2008 - October 2010
Syrup November 2006 - August 2008
Green Team Advertising September 2004 - November 2006
DIGO (formerly Dimassimo) July 2003 - September 2004
Munn Rabot July 2000 - July 2003
The Boston Company Asset Management July 1998 - July 2000
Skills
Integrated Campaign..., Advertising, Marketing Strategy, Client Engagement, New Business Development, Digital Marketing, Creative Problem Solving, Brand Architecture, Integrated Marketing, Project Management, Project Planning, Superior Client Service, Marketing, Social Media, Digital Strategy, Customer Engagement, Digital Media, Television, Creative Direction, Content Strategy, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Cat Herding, Brand Development, Interactive Marketing
Education
University of Massachusetts, Amherst 1994 — 1998
BA, Communications
Jennifer Muzerall's The Boston Company Asset Management Experience May 2006 - December 2009
Job Senior ETF Analyst Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Cerulli Associates March 2014 - Present
Natixis Global Asset Management September 2012 - March 2014
Standish Mellon Asset Management January 2010 - September 2012
The Boston Company Asset Management May 2006 - December 2009
Fidelity Investments May 2005 - May 2006
Wells Fargo Financial June 2004 - May 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct
Education
Suffolk University - Sawyer Business School 2008 — 2011
MBA, Business Administration/Finance
Bryant College 2000 — 2004
Bachelor of Science, Business Administration
Jonathan Piskorowski, CFA's The Boston Company Asset Management Experience June 2006 - Present
Job Equity Analyst at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management June 2006 - Present
Skills
Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Equity Research, Financial Analysis, Equities, Alternative Investments, Asset Managment, Investments, Mergers
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
Dartmouth College 1996 — 2000
BA
The Boston Company Asset Management June 2006 - Present
Skills
Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Equity Research, Financial Analysis, Equities, Alternative Investments, Asset Managment, Investments, Mergers
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
Dartmouth College 1996 — 2000
BA
Stephen Pavidis's The Boston Company Asset Management Experience 2002 - 2007
Job Senior Project Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
The Boston Company Asset Management 2002 - 2007
The Boston Company 2001 - 2002
Skills
Asset Managment, Corporate Actions, Project Management, Project Delivery, Project Coordination, Problem Solving, Problem Analysis, Organization, Quality Center, Data Quality, Project Status Reporting, Stakeholder Management, User Acceptance Testing
Education
Suffolk University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing and Management Science
Boston College High School 1991 — 1995
Brown Brothers Harriman 2007 - Present
The Boston Company Asset Management 2002 - 2007
The Boston Company 2001 - 2002
Skills
Asset Managment, Corporate Actions, Project Management, Project Delivery, Project Coordination, Problem Solving, Problem Analysis, Organization, Quality Center, Data Quality, Project Status Reporting, Stakeholder Management, User Acceptance Testing
Education
Suffolk University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina - The Moore School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing and Management Science
Boston College High School 1991 — 1995
Krisanne Padovani's The Boston Company Asset Management Experience 2006 - Present
Job Compliance Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management 2006 - Present
The Boston Company 2006 - Present
Fidelity Investments June 2003 - February 2006
Education
Northeastern University 1997 — 2002
Business, Management
The Boston Company Asset Management 2006 - Present
The Boston Company 2006 - Present
Fidelity Investments June 2003 - February 2006
Education
Northeastern University 1997 — 2002
Business, Management
Laura Chabot's The Boston Company Asset Management Experience September 2000 - March 2004
Job Senior Institutional Sales Associate at MFS Institutional Advisors
Industry Financial Services
Experience
MFS Institutional Advisors August 2007 - Present
Wellington Management March 2004 - August 2007
The Boston Company Asset Management September 2000 - March 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
BA, English, Political Science
MFS Institutional Advisors August 2007 - Present
Wellington Management March 2004 - August 2007
The Boston Company Asset Management September 2000 - March 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
BA, English, Political Science
Amy Burns's The Boston Company Asset Management Experience March 2000 - December 2003
Job Manager, RFP Team, Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management March 2007 - Present
Eaton Vance Management January 2004 - March 2007
The Boston Company Asset Management March 2000 - December 2003
Skills
RFP, Mutual Funds, Hedge Funds, Client Services, Alternative Investments
Education
Bridgewater State University
BA, English
Acadian Asset Management March 2007 - Present
Eaton Vance Management January 2004 - March 2007
The Boston Company Asset Management March 2000 - December 2003
Skills
RFP, Mutual Funds, Hedge Funds, Client Services, Alternative Investments
Education
Bridgewater State University
BA, English
Anil Govada's The Boston Company Asset Management Experience September 2007 - Present
Job Sr.Systems Analyst at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management September 2007 - Present
Deutsche Bank 2005 - 2007
Education
Nagpur University 1988 — 1992
The Boston Company Asset Management September 2007 - Present
Deutsche Bank 2005 - 2007
Education
Nagpur University 1988 — 1992
Kevin D'Ambra's The Boston Company Asset Management Experience 2006 - January 2009
Job Sr. Systems Analyst at The Boston Company
Industry Financial Services
Experience
The Boston Company 2006 - Present
The Boston Company Asset Management 2006 - January 2009
Education
Providence College
The Boston Company 2006 - Present
The Boston Company Asset Management 2006 - January 2009
Education
Providence College
Dan McCormack's The Boston Company Asset Management Experience July 2000 - Present
Job Executive Vice President, Global Head of Distribution at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management July 2000 - Present
John Hancock Advisors 1992 - 2000
Skills
Asset Managment, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Equities, Investments, Asset Management, Private Equity, Mutual Funds, Financial Services, CFDs, New Business Development, Portfolio Management, Fixed Income, Series 7, Securities, Wealth Management, Series 63, Investment Management
Education
Boston College High School 1981 — 1984
Boston University
Financial Planning
University of Massachusetts Boston
BA, Economics
University of New Hampshire
The Boston Company Asset Management July 2000 - Present
John Hancock Advisors 1992 - 2000
Skills
Asset Managment, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Equities, Investments, Asset Management, Private Equity, Mutual Funds, Financial Services, CFDs, New Business Development, Portfolio Management, Fixed Income, Series 7, Securities, Wealth Management, Series 63, Investment Management
Education
Boston College High School 1981 — 1984
Boston University
Financial Planning
University of Massachusetts Boston
BA, Economics
University of New Hampshire
Peter Blackstone's The Boston Company Asset Management Experience October 2003 - October 2007
Job Research Analyst/Portfolio Manager at Ironwood Investment Management
Industry Investment Management
Experience
Ironwood Investment Management October 2007 - Present
The Boston Company Asset Management October 2003 - October 2007
Brown Brothers Harriman October 2000 - October 2003
Skills
Equities, Equity Research, Asset Managment, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Asset Management, Asset Allocation, Investments, Alternative Investments
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Trinity College-Hartford 1996 — 2000
BA, Economics
The Loomis Chaffee School 1994 — 1996
Ironwood Investment Management October 2007 - Present
The Boston Company Asset Management October 2003 - October 2007
Brown Brothers Harriman October 2000 - October 2003
Skills
Equities, Equity Research, Asset Managment, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Asset Management, Asset Allocation, Investments, Alternative Investments
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
Trinity College-Hartford 1996 — 2000
BA, Economics
The Loomis Chaffee School 1994 — 1996
Kostas Giannacopoulos's The Boston Company Asset Management Experience January 2006 - Present
Job Jr Equity Trader
Industry Financial Services
Experience
The Boston Company Asset Management January 2006 - Present
Education
Bridgewater State University 1994 — 1998
The Boston Company Asset Management January 2006 - Present
Education
Bridgewater State University 1994 — 1998
Alain Chinca, CFA's The Boston Company Asset Management Experience September 2005 - March 2014
Job Managing Director at Cabot Research LLC
Industry Investment Management
Experience
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Peter McIsaac, CFA, CAIA's The Boston Company Asset Management Experience March 2007 - June 2011
Job Investment Research Generalist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2014 - Present
Capital Cities, LLC August 2011 - August 2014
The Boston Company Asset Management March 2007 - June 2011
BNY Mellon Financial Corporation September 2004 - February 2007
Skills
Investments, Equities, Portfolio Management, Bloomberg, Emerging Markets, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities, Trading
Education
Bridgewater State College 2000 — 2004
Bachelor of Science (B.S.), Finance
Charles Schwab September 2014 - Present
Capital Cities, LLC August 2011 - August 2014
The Boston Company Asset Management March 2007 - June 2011
BNY Mellon Financial Corporation September 2004 - February 2007
Skills
Investments, Equities, Portfolio Management, Bloomberg, Emerging Markets, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities, Trading
Education
Bridgewater State College 2000 — 2004
Bachelor of Science (B.S.), Finance
Barry Mills's The Boston Company Asset Management Experience July 2005 - Present
Job Director at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management July 2005 - Present
The Boston Company 1999 - Present
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Equities, Equity Research, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Hobart and William Smith Colleges 1982 — 1986
Stevenson
The Boston Company Asset Management July 2005 - Present
The Boston Company 1999 - Present
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Equities, Equity Research, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Valuation
Education
Hobart and William Smith Colleges 1982 — 1986
Stevenson
Thadine Brown's The Boston Company Asset Management Experience March 2006 - June 2010
Job Senior Executive Assistant to CEO & CIO at The Boston Company Asset Management
Industry Financial Services
Experience
The Boston Company Asset June 2010 - Present
The Boston Company Asset Management March 2006 - June 2010
Human Services Research Institute October 2005 - March 2006
Community Newspaper Company November 2002 - March 2005
Education
Emmanuel College 2006 — 2008
Master's degree, Masters of Science in Management
Emmanuel College 2006 — 2007
Graduate Certification in Management and Leadership, Business Administration and Management, General
Long Island University 1997 — 2001
Bachelor of Arts (B.A.), Marketing
University of the Virgin Islands 1999 — 1999
Bachelor of Arts (B.A.), Marketing, Exchange Student (September 1999 - December 1999)
The Boston Company Asset June 2010 - Present
The Boston Company Asset Management March 2006 - June 2010
Human Services Research Institute October 2005 - March 2006
Community Newspaper Company November 2002 - March 2005
Education
Emmanuel College 2006 — 2008
Master's degree, Masters of Science in Management
Emmanuel College 2006 — 2007
Graduate Certification in Management and Leadership, Business Administration and Management, General
Long Island University 1997 — 2001
Bachelor of Arts (B.A.), Marketing
University of the Virgin Islands 1999 — 1999
Bachelor of Arts (B.A.), Marketing, Exchange Student (September 1999 - December 1999)
Eric Pearlman's The Boston Company Asset Management Experience 2003 - 2004
Job Investment Management Professional
Industry Financial Services
Experience
Wellington Management February 2008 - December 2008
Standish Mellon Asset Management September 2004 - January 2008
The Boston Company Asset Management 2003 - 2004
Education
Boston University Questrom School of Business 2002 — 2007
MBA, Finance
Syracuse University 1994 — 1998
Wellington Management February 2008 - December 2008
Standish Mellon Asset Management September 2004 - January 2008
The Boston Company Asset Management 2003 - 2004
Education
Boston University Questrom School of Business 2002 — 2007
MBA, Finance
Syracuse University 1994 — 1998
Peter Lopez's The Boston Company Asset Management Experience 1998 - 2003
Job Large Cap Value & Small Cap Core Portfolio Manager ♦ In Depth Fundamental Equity Research ♦ CFA ♦ CPA
Industry Investment Management
Experience
Lombardia Capital Partners 2015 - Present
Palisades Investment Partners, LLC 2003 - January 2015
The Boston Company Asset Management 1998 - 2003
Deliotte & Touche Tohmatsu International 1996 - 1998
Skills
Portfolio Management, Equity Research, Value Investing, Equities, Asset Management, Alternative Investments, Investment Management, Financial Modeling, Investment Strategies, Valuation, Mutual Funds, Capital Markets, Strategy, Large Cap Investing, Small Cap Investing, Core Investing, Bottom-up Stock..., Finance
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Lombardia Capital Partners 2015 - Present
Palisades Investment Partners, LLC 2003 - January 2015
The Boston Company Asset Management 1998 - 2003
Deliotte & Touche Tohmatsu International 1996 - 1998
Skills
Portfolio Management, Equity Research, Value Investing, Equities, Asset Management, Alternative Investments, Investment Management, Financial Modeling, Investment Strategies, Valuation, Mutual Funds, Capital Markets, Strategy, Large Cap Investing, Small Cap Investing, Core Investing, Bottom-up Stock..., Finance
Education
University of California, Los Angeles
Bachelor's Degree, Economics
Al Diamond's The Boston Company Asset Management Experience June 2005 - Present
Job Sr Equity Trader, Director at The Boston Company Asset Management
Industry Financial Services
Experience
The Boston Company Asset Management June 2005 - Present
High Rock Capital LLC November 1997 - May 2005
Education
Boston College 1984 — 1988
BS, Finance
The Boston Company Asset Management June 2005 - Present
High Rock Capital LLC November 1997 - May 2005
Education
Boston College 1984 — 1988
BS, Finance
Matthew D. Griffin, CFA's The Boston Company Asset Management Experience November 2006 - Present
Job Managing Director at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management November 2006 - Present
Skills
Hedge Funds, Asset Management, Equities, Portfolio Management, Investments, Alternative Investments, Financial Modeling, Valuation, Capital Markets, Equity Research
Education
Duke University 1986 — 1990
BA, Economics
The Boston Company Asset Management November 2006 - Present
Skills
Hedge Funds, Asset Management, Equities, Portfolio Management, Investments, Alternative Investments, Financial Modeling, Valuation, Capital Markets, Equity Research
Education
Duke University 1986 — 1990
BA, Economics
Tom St. Jean's The Boston Company Asset Management Experience 1998 - 2003
Job Senior Operations and Client Services Professional
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Fidelity Investments 2015 - Present
BNY Mellon Asset Servicing 2005 - 2014
The Boston Company Asset Management 1998 - 2003
Mellon Financial 1995 - 1998
Mellon Financial 1988 - 1995
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Corporate Actions, Portfolio Management, Hedge Funds, Alternative Investments, Relationship Management, Asset Managment, Investments, Risk Management, Derivatives, Transfer Agency, Process Improvement, settlement, DTC, Global Custody, Vendor Management, Back Office, NSCC, Asset Management, Settlement
Education
Clark University
Master of Business Administration, Finance
College of the Holy Cross 1983 — 1987
Bachelor of Arts, Economics
Sam Singer, CFA, CPA's The Boston Company Asset Management Experience January 1993 - January 1996
Job Small Cap Equity Research Analyst at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Thomas Connelley, CFA's The Boston Company Asset Management Experience 1994 - 2001
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2003 - Present
Standish Mellon Asset Management 2001 - 2003
The Boston Company Asset Management 1994 - 2001
Skills
Fixed Income, Portfolio Management, Asset Management, Bonds, Trading, ETFs, Structured Products, Credit, Securities Lending, MBS, ABS, Money Market
Education
Bryant University 1987 — 1990
BS, Finance
State Street Global Advisors May 2003 - Present
Standish Mellon Asset Management 2001 - 2003
The Boston Company Asset Management 1994 - 2001
Skills
Fixed Income, Portfolio Management, Asset Management, Bonds, Trading, ETFs, Structured Products, Credit, Securities Lending, MBS, ABS, Money Market
Education
Bryant University 1987 — 1990
BS, Finance
Antonio Garcia-Meitin Jr's The Boston Company Asset Management Experience 1996 - 1998
Job Director Business Unit Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Fidelity Investments 2012 - 2013
Independent Consultant 2009 - 2012
BNY Mellon Asset Servicing 2006 - 2009
Mellon Institutional Asset Management 2000 - 2006
Mellon Institutional Asset Management 1998 - 2000
The Boston Company Asset Management 1996 - 1998
Massachusetts Industrial Finance Agency 1994 - 1996
Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Bentley University
BS Accountancy
TIAA-CREF 2013 - Present
Fidelity Investments 2012 - 2013
Independent Consultant 2009 - 2012
BNY Mellon Asset Servicing 2006 - 2009
Mellon Institutional Asset Management 2000 - 2006
Mellon Institutional Asset Management 1998 - 2000
The Boston Company Asset Management 1996 - 1998
Massachusetts Industrial Finance Agency 1994 - 1996
Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Bentley University
BS Accountancy
Matt Fontaine, CFA's The Boston Company Asset Management Experience June 1994 - April 2001
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2011 - Present
Stage Harbor Capital July 2006 - December 2010
Sirios Capital Management April 2001 - July 2006
The Boston Company Asset Management June 1994 - April 2001
MFS Investment Management December 1986 - June 1994
Skills
Equities, High Yield, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Portfolio Management, Credit, Investments, Bonds, Investment Banking, Fixed Income, Asset Allocation, Private Equity, Trading, Alternative Investments, Financial Markets, Securities, Equity Research, Valuation, Investment Management, Emerging Markets, Fund Of Funds, Equity Valuation, Mutual Funds, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
MBA
Hobart and William Smith Colleges 1982 — 1986
BA, History
Standish Mellon Asset Management January 2011 - Present
Stage Harbor Capital July 2006 - December 2010
Sirios Capital Management April 2001 - July 2006
The Boston Company Asset Management June 1994 - April 2001
MFS Investment Management December 1986 - June 1994
Skills
Equities, High Yield, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Portfolio Management, Credit, Investments, Bonds, Investment Banking, Fixed Income, Asset Allocation, Private Equity, Trading, Alternative Investments, Financial Markets, Securities, Equity Research, Valuation, Investment Management, Emerging Markets, Fund Of Funds, Equity Valuation, Mutual Funds, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
MBA
Hobart and William Smith Colleges 1982 — 1986
BA, History
Todd Wakefield, CFA's The Boston Company Asset Management Experience August 1998 - Present
Job Portfolio Manager/Analyst at The Boston Company
Industry Investment Management
Experience
The Boston Company Asset Management August 1998 - Present
Education
Rochester Institute of Technology 1990 — 1994
MBA, Finance, General
State University of New York College at Oswego 1984 — 1988
BS, Applied Math/Economics
The Boston Company Asset Management August 1998 - Present
Education
Rochester Institute of Technology 1990 — 1994
MBA, Finance, General
State University of New York College at Oswego 1984 — 1988
BS, Applied Math/Economics
Andrew Catalan's The Boston Company Asset Management Experience 1999 - 2001
Job Standish Mellon Asset Management and Sr. Portfolio Manager
Industry Investment Management
Experience
Standish Mellon Asset Management October 2001 - Present
Standish Mellon Asset Management 2001 - 2010
The Boston Company Asset Management 1999 - 2001
Skills
Fixed Income, Investments, Portfolio Management, Credit, High Yield, Bloomberg, Alternative Investments, LDI, Financial Modeling, Investment Management, Asset Allocation, Asset Management, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
M.S. Finance, Finance
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Bentley University 1981 — 1985
B.S., Finance
Bentley University 1981 — 1985
Xavier H.S. 1977 — 1981
Standish Mellon Asset Management October 2001 - Present
Standish Mellon Asset Management 2001 - 2010
The Boston Company Asset Management 1999 - 2001
Skills
Fixed Income, Investments, Portfolio Management, Credit, High Yield, Bloomberg, Alternative Investments, LDI, Financial Modeling, Investment Management, Asset Allocation, Asset Management, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
M.S. Finance, Finance
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Bentley University 1981 — 1985
B.S., Finance
Bentley University 1981 — 1985
Xavier H.S. 1977 — 1981
Dan Crowe's The Boston Company Asset Management Experience August 2002 - December 2005
Job Associate Portfolio Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
Richard Newman, CFA's The Boston Company Asset Management Experience 2003 - 2005
Job Assistant Vice President, Relationship Management at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2005 - Present
The Boston Company Asset Management 2003 - 2005
State Street 1999 - 2003
Skills
Fixed Income, Asset Managment, Equities, Insurance, Relationship Management, Investments, Agency MBS, Scenario Analysis, ALM, Barclays Point, Bloomberg
Education
Bryant University 1995 — 1999
BS, Finance
Pinkerton Academy 1991 — 1995
Wellington Management August 2005 - Present
The Boston Company Asset Management 2003 - 2005
State Street 1999 - 2003
Skills
Fixed Income, Asset Managment, Equities, Insurance, Relationship Management, Investments, Agency MBS, Scenario Analysis, ALM, Barclays Point, Bloomberg
Education
Bryant University 1995 — 1999
BS, Finance
Pinkerton Academy 1991 — 1995
Lawrence Peruzzi's The Boston Company Asset Management Experience 2003 - 2008
Job MD Int'l Trading at Cabrera Capital Markets
Industry Financial Services
Experience
Cabrera Capital Markets September 2008 - Present
The Boston Company June 2002 - May 2008
The Boston Company Asset Management 2003 - 2008
Standish 1995 - 2003
Education
Framingham State University 1979 — 1983
BA, Economics
Cabrera Capital Markets September 2008 - Present
The Boston Company June 2002 - May 2008
The Boston Company Asset Management 2003 - 2008
Standish 1995 - 2003
Education
Framingham State University 1979 — 1983
BA, Economics
John Jares, CFA's The Boston Company Asset Management Experience November 2001 - January 2009
Job Investment Management Professional
Industry Investment Management
Experience
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
Jason Josephiac, CFA's The Boston Company Asset Management Experience February 2010 - June 2013
Job Pension Investments at United Technologies
Industry Investment Management
Experience
United Technologies July 2013 - Present
The Boston Company Asset Management February 2010 - June 2013
The Boston Company Asset Management June 2008 - February 2010
BNY Mellon September 2007 - May 2008
TowerGroup May 2007 - August 2007
Morgan Stanley Wealth Management September 2006 - December 2006
Delta Equity June 2005 - January 2006
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Asset Managment, Investments, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Pensions, Fixed Income, Private Equity, Bloomberg Terminal, Asset Management, Portfolio Management, Equity Research, Bloomberg
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies, 3.75/4.0
RMIT University 2006 — 2006
Study Abroad Program
United Technologies July 2013 - Present
The Boston Company Asset Management February 2010 - June 2013
The Boston Company Asset Management June 2008 - February 2010
BNY Mellon September 2007 - May 2008
TowerGroup May 2007 - August 2007
Morgan Stanley Wealth Management September 2006 - December 2006
Delta Equity June 2005 - January 2006
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Asset Managment, Investments, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Pensions, Fixed Income, Private Equity, Bloomberg Terminal, Asset Management, Portfolio Management, Equity Research, Bloomberg
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies, 3.75/4.0
RMIT University 2006 — 2006
Study Abroad Program
Marisa Selvakumar's The Boston Company Asset Management Experience March 2006 - Present
Job Portfolio Coordinator at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management March 2006 - Present
The Boston Company February 2001 - March 2006
Park Hill Insurance Agency September 1997 - February 2001
Skills
Equities, Bloomberg, Portfolio Management, Asset Management, Investments, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA
University of Massachusetts Lowell 1998 — 2000
BS, Accounting, Finance
The Boston Company Asset Management March 2006 - Present
The Boston Company February 2001 - March 2006
Park Hill Insurance Agency September 1997 - February 2001
Skills
Equities, Bloomberg, Portfolio Management, Asset Management, Investments, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA
University of Massachusetts Lowell 1998 — 2000
BS, Accounting, Finance
Zach McMahon's The Boston Company Asset Management Experience November 2011 - April 2012
Job Investment Guideline Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Amanda Giglio's The Boston Company Asset Management Experience June 2009 - April 2010
Job Program Manager
Industry Financial Services
Experience
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
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Accretive Health
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