The Boston Company Asset Management, LLC

Industry: Management services company

Description

Headquarters: Boston, MA Founded: 1970FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportThe Boston Company Asset ManagementWebsiteDirections Saved (0) Saved Save 1 Google review Corporate office Address: BNY Mellon Center, 1 Boston Place, Boston, MA 02108 Phone: (617) 722-7029: Place name: Website: : : : Category: Hours: : : Website: http://www.thebostoncompany.com/ Category: Corporate office 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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Boston Company Asset Management Posting publicly on the Web Write a review Reviews 1 Google review

The Boston Company Asset Management, LLC 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, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

The Boston Company Asset Management, LLC Salaries. You can even request information on how much does The Boston Company Asset Management, LLC pay if you want to. Learn about salaries, pros and cons of working for The Boston Company Asset Management, LLC 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!

119 The Boston Company Asset Management, LLC employees in database. Find out everything there's to know about The Boston Company Asset Management, LLC 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.

The Boston Company Asset Management, LLC Employees

Employee
Years
Job
Industry
Barry Landers Barry Landers Greater Boston Area Details
Barry Landers's The Boston Company Asset Management, LLC Experience May 2008 - July 2010
Job Portfolio Coordinator at Wellington Management
Industry Investment Management
Experience
Wellington Management Company, LLP  August 2010 - Present
The Boston Company Asset Management, LLC   May 2008 - July 2010
The Boston Company Asset Management, LLC   September 2006 - May 2008
The Boston Company Asset Management, LLC   May 2004 - September 2006
Mellon Financial Corporation  September 2001 - May 2004

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance

Isenberg School of Management, UMass Amherst
BBA, Finance

Benjamin Uhlarik Benjamin Uhlarik Amesbury, Massachusetts Details
Benjamin Uhlarik's The Boston Company Asset Management, LLC Experience November 2014 - Present
Job Client Service Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   November 2014 - Present
Fidelity Investments  May 2013 - October 2014
Boston Partners Financial Group, LLC  May 2012 - August 2012

Skills
Customer Service, Microsoft Excel, Analytical Skills, Equities, Sales, Finance, Economics, PowerPoint, Critical Thinking, Research

Education
University of Massachusetts, Amherst   2009 — 2013
Bachelor of Business Administration (BBA), Resource Economics, 3.3

Paul Leahy Paul Leahy Wilmington, Delaware Details
Paul Leahy's The Boston Company Asset Management, LLC Experience 2009 - 2013
Job Head of Client Services at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management  2014 - Present
The Boston Company Asset Management, LLC   2009 - 2013
The Boston Company Asset Management, LLC   2004 - 2008
The Boston Company Asset Management, LLC   2001 - 2004
The Boston Company Asset Management, LLC   2000 - 2001
The Boston Company Asset Management, LLC   1998 - 2000

Skills
Management, Alternative Investments, CRM, Business Development, Securities, Financial Services, Investment Management, Strategy, Equities, Series 7, Customer Retention, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Investments, Customer Satisfaction, Mutual Funds, Asset Allocation

Education
Middlebury College   1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government

David Daglio David Daglio Greater Boston Area Details
David Daglio's The Boston Company Asset Management, LLC Experience August 2005 - Present
Job Lead Portfolio Manager Opportunistic Value Strategies at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   August 2005 - Present
The Boston Company Asset Management, LLC   January 1998 - August 2005
Deloitte Consulting  July 1996 - January 1998
New York Universtiy - Stern School of Buisness   September 1994 - May 1996
The Dannon Company  June 1989 - August 1994

Skills
Equity Research, Portfolio Management, Investments, Valuation, Management Consulting, Investment Strategies, Macroeconomics

Education
NYU Stern School of Business   1994 — 1996
Master of Business Administration (M.B.A.)

Rensselaer Polytechnic Institute   1984 — 1988
BS, Mechanical Engineering, Minor in Microeconomics

Denise Kneeland Denise Kneeland Greater Boston Area Details
Denise Kneeland's The Boston Company Asset Management, LLC Experience 1986 - 1989
Job First VP at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon/Asset Management Operations   2009 - Present
Standish Ayer and Wood  1996 - 2003
Scudder Stevens and Clark  1989 - 1996
The Boston Company Asset Management, LLC   1986 - 1989

Skills
Mutual Funds, Financial Services, Fund Accounting, Securities, Process Improvement, Fixed Income, Asset Managment, Asset Management, Operations Management, Equities, Series 7, Series 63, Bloomberg, Investments, Asset Allocation, Hedge Funds, Disaster Recovery

Education
Simmons College - Simmons School of Management   1977 — 1978
MA, Business

Clark University   1969 — 1973
A.B., English

Chris Kelley Chris Kelley Greater Boston Area Details
Chris Kelley's The Boston Company Asset Management, LLC Experience August 2007 - January 2009
Job International Securities Trader at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors  March 2015 - Present
Harvard Management Company  November 2013 - January 2015
Pyramis Global Advisors  March 2009 - October 2013
The Boston Company Asset Management, LLC   August 2007 - January 2009

Skills
Hedge Funds, Series 7, Fixed Income, Alternative Investments, Series 63, Asset Management, Portfolio Management, Mutual Funds, Options, Derivatives, Equities, ETFs, Equity Research, Equity Trading, FINRA

Education
Boston University Graduate School of Management   2011 — 2012
Master of Science, Investment Management

Bridgewater State College
Bachelor of Science, Economics

Ra'ad Siraj Ra'ad Siraj Greater Boston Area Details
Ra'ad Siraj's The Boston Company Asset Management, LLC Experience September 2009 - June 2014
Job Managing Director and Head of Data Solutions at State Street Global Exchange (SSGX)
Industry Financial Services
Experience
State Street Global Exchange (SSGX)   September 2014 - Present
The Boston Company Asset Management, LLC   September 2009 - June 2014
The Monitor Group  February 2009 - September 2009
Sermo  November 2008 - February 2009
Endeca  May 2007 - November 2008
Eaton Vance Management  1999 - 2007
Investors Bank & Trust (now part of State Street)   1994 - 1999
Arthur D. Little, Inc.   1986 - 1994

Skills
Team Building, Entrepreneurship, Start-ups, Asset Managment, Innovation, Data, IT Strategy, Middle East, Management Consulting, Strategic Partnerships, Business Development, Leadership, CRM, Strategy, Security, Asset Management, Marketing, Project Management, Private Equity, Cloud Computing, IT Management, Software Development, Enterprise Software, Business Strategy, Professional Services, Analysis, Strategic Planning, Business Process, SaaS, Venture Capital, Product Management, Data Center, Management, Mergers & Acquisitions, Consulting, Executive Management, Networking, Business Intelligence

Education
Harvard University   1984 — 1986
S.M., Computer Science

University of California, Santa Barbara   1979 — 1983
B.S., Computer Science

Kerri Higgins Kerri Higgins Brookline, Massachusetts Details
Kerri Higgins's The Boston Company Asset Management, LLC Experience April 2013 - Present
Job Independent Consultant at Arbonne International
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   April 2013 - Present
Arbonne International  April 2012 - Present
The Boston Company Asset Management, LLC   November 2010 - Present
The Boston Company Asset Management, LLC   October 2008 - November 2010
The Boston Company Asset Management, LLC   May 2007 - October 2008

Education
Suffolk University   2007 — 2013
Bachelor of Arts (BA), Communication and Journalism

Northeastern University   2009 — 2012
Graduate Certificate, Advanced Study in Management

Warren Brown Warren Brown Greater Boston Area Details
Warren Brown's The Boston Company Asset Management, LLC Experience 1996 - 1998
Job Integration Engineer at Commonwealth of Massachusetts; IT Division
Industry Information Technology and Services
Experience
Atlantic Associates  December 2014 - Present
JPMorgan Chase  September 1998 - March 2014
The Boston Company Asset Management, LLC   1996 - 1998

Skills
Managed File Transfer, Technical Project..., Process Improvement, Software Documentation, SharePoint, Call Center, Change Management, VPN, Unix, Testing, Operating Systems, Software Configuration..., Quality Assurance, Mainframe, NDM, Vendor Management, Troubleshooting, CRM, Enterprise Software, SDLC, Call Centers, JCL, Requirements Analysis, Program Management, ITIL, EDI, TSO, Linux, Enterprise Architecture, Disaster Recovery, Integration, Information Technology, FTP, Networking, Security, Project Management, IT Strategy, SQL, Agile Methodologies, Requirements Gathering

Education
Kaplan University   2005 — 2009
Bachelors, Information Technology, 3.85

Northeastern University   1990 — 1993
Associate in Science Degree, Business/Commerce, General

Sylvia Han, CFA Sylvia Han, CFA Greater Boston Area Details
Sylvia Han, CFA's The Boston Company Asset Management, LLC Experience 2007 - 2009
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  2013 - Present
Lexington Education Foundation   2009 - 2015
Morgan Stanley  2011 - 2013
The Boston Company Asset Management, LLC   2007 - 2009
Bain Capital  2006 - 2007
Wellington Management  1990 - 2006

Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income

Education
Boston University Questrom School of Business
MBA, Business

Cornell University
BA, Economics

Charlotte Decuyper Charlotte Decuyper Greater Boston Area Details
Charlotte Decuyper's The Boston Company Asset Management, LLC Experience September 2015 - Present
Job MBA Graduate
Industry International Trade and Development
Experience
The Boston Company Asset Management, LLC   September 2015 - Present
Atos  January 2014 - July 2014
standard apparel  May 2013 - August 2013
Est Bougogne Média   May 2012 - September 2012
Est Bourgogne Media   July 2010 - August 2010

Skills
Marketing, Microsoft Office, Marketing Strategy, Marketing Communications, English, Spanish, French, Business Strategy, Event Management, Outlook, Consulting, Public Relations, Newsletter Production, Corporate Communications, Data Analysis, Statistics, Operations Management, Management, Microsoft Excel

Education
Salem State University   2014 — 2015
Master of Business Administration (MBA), International Business, GPA: 3.80/4.0

Ecole supérieure de Commerce de Montpellier / Sup de Co Montpellier   2011 — 2015
Master's degree, International Business

The Manchester Metropolitan University   2012 — 2013
Bachelor's degree, International Business, integrated marketing communication, Grade: A

Chelsea Lynne Farrell Chelsea Lynne Farrell Greater Boston Area Details
Chelsea Lynne Farrell's The Boston Company Asset Management, LLC Experience 2015 - Present
Job Product Specialist at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   2015 - Present
Congress Asset Management  June 2014 - June 2015
Standish Mellon Asset Management  June 2011 - June 2014
Standish Mellon Asset Management  December 2010 - June 2011
Standish Mellon Asset Management  August 2008 - December 2010
Raytheon Integrated Defense Systems  May 2007 - January 2008

Skills
Bloomberg, Fixed Income, Derivatives, Emerging Markets, Asset Managment, Investments, Asset Allocation, Investment Management, Financial Analysis, FX Options, Finance, Swaps, Banking, Financial Risk, Trading, Asset Management

Education
Bentley University   2006 — 2008
Bachelor of Science, Finance

Saint Anselm College   2004 — 2006

Jeremiah Holly Sr., Jeremiah Holly Sr., Greater Boston Area Details
Jeremiah Holly Sr.,'s The Boston Company Asset Management, LLC Experience 2006 - 2009
Job Relationship Manager | Investment Advisor | Client Advocate | Retention Specialist
Industry Financial Services
Experience
Financial Engines  March 2013 - June 2015
Retirement Educators, Inc   October 2011 - March 2013
The Boston Company Asset Management LLC  2006 - 2009
Rockland Trust Company  2003 - 2006
MetLife  2000 - 2002
PUTNAM INVESTMENTS, Boston, MA   1996 - 2000
State Street  1991 - 1996
State Street Bank  1987 - 1991
Lexington Insurance Company  1977 - 1987

Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management

Education
Harvard University   1987 — 1990
CSS

University of Massachusetts Boston
Bachelor's Degree

Alex Cadoret Alex Cadoret Greater Boston Area Details
Alex Cadoret's The Boston Company Asset Management, LLC Experience May 2010 - March 2013
Job Investment Management & Business Consulting
Industry Investment Management
Experience
John Hancock Investments  August 2013 - Present
Boston Whoopie   February 2013 - June 2014
The Boston Company Asset Management, LLC   May 2010 - March 2013
Purse-onality, The Boutique   March 2011 - November 2011
State Street  January 2009 - May 2010
eSecLending  February 2008 - January 2009

Skills
Asset Management, Bloomberg, Client Relations Skills, Relationship Management, Client Service, Product Marketing, Equities, Investment Management, Series 7, Series 63, Client Services, Mutual Funds, Investments, Alternative Investments, Financial Services, Sales Support, Securities Lending, Performance Reporting, International Sales, Factset, UCITS, Reporting & Analysis, Global Client Management, Marketing Communications, Fixed Income, Securities, Hedge Funds

Education
Isenberg School of Management, UMass Amherst   2014 — 2017
Master of Business Administration (M.B.A.)

Suffolk University   2005 — 2008
Bachelor of Science (BS), Finance

Courtney DeGraff Courtney DeGraff Greater Boston Area Details
Courtney DeGraff's The Boston Company Asset Management, LLC Experience May 2014 - May 2015
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

Michael Gallary Michael Gallary Greater New York City Area Details
Michael Gallary's The Boston Company Asset Management, LLC Experience 1992 - 1995
Job Managing Director Global Brand Marketing at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley  2012 - Present
Morgan Stanley  2005 - 2012
Morgan Stanley  2004 - 2005
LBI_US  2003 - 2004
Sapient  2000 - 2003
Dickerson Group   1995 - 1999
The Boston Company Asset Management, LLC   1992 - 1995

Skills
Strategy, Management, Marketing Strategy, Wealth Management, Marketing, Digital Marketing, Brand Development, Advertising, Social Media Marketing, Media Planning, Marketing Communications, Asset Management, Communications Planning

Education
The Wharton School, University of Connecticut

University of Pennsylvania - The Wharton School
Certificate - 2014

University of Connecticut - School of Fine Arts
Bachelor of Fine Arts (BFA)

Rose DeGiorgio Maravelias Rose DeGiorgio Maravelias Greater Boston Area Details
Rose DeGiorgio Maravelias's The Boston Company Asset Management, LLC Experience 2005 - April 2011
Job Senior Compliance Analyst at DDJ Capital Management
Industry Investment Management
Experience
DDJ Capital Management  July 2014 - Present
DDJ Capital Management  May 2011 - June 2014
The Boston Company Asset Management, LLC   2005 - April 2011
BNY Mellon  August 2000 - April 2011
The Boston Company Asset Management, LLC   2003 - 2005
The Boston Company Asset Management, LLC   2001 - 2003
The Boston Company Asset Management, LLC   2000 - 2001
Commonwealth of Massachusetts-- Secretary William Francis Galvin   1999 - 1999
Commonwealth of Massachusetts-- Representative Paul C. Casey   1998 - 1998

Skills
Securities, Compliance, Mutual Funds, Equities, Asset Managment, Bloomberg, Investments, Fixed Income, Due Diligence, Financial Services, Investment Company Act, Investment Advisers Act, Private Placements, Trade Compliance, Bank Debt, Asset Management, Investment Management, AML, Anti Money Laundering, Hedge Funds

Education
Simmons College - Simmons School of Management   2008 — 2011
MBA

University of New Hampshire   1996 — 2000
BA, Political Science

Bishop Fenwick High School   1992 — 1996

Joseph Ritter, CFA Joseph Ritter, CFA Greater Boston Area Details
Joseph Ritter, CFA's The Boston Company Asset Management, LLC Experience July 2011 - May 2013
Job Acadian Asset Management LLC
Industry Financial Services
Experience
Acadian Asset Management  April 2014 - Present
Acadian Asset Management  May 2013 - April 2014
The Boston Company Asset Management, LLC   July 2011 - May 2013
SSgA State Street Global Advisors   April 2009 - June 2010
IFS International Fund Services   May 2006 - April 2009
State Street  2005 - 2006
PNC Financial Services  March 2002 - January 2005

Skills
Bloomberg, Financial Modeling, Asset Managment, Valuation, Equities, Financial Analysis, Investments, Hedge Funds, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA/MSF, Asset Management

University of Pittsburgh   1998 — 2003
BA, Communications - Rhetoric

Peter Lert, Ph.D., CFA Peter Lert, Ph.D., CFA Boston, Massachusetts Details
Peter Lert, Ph.D., CFA's The Boston Company Asset Management, LLC Experience 2012 - 2012
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
Crowninshield Financial Research  2014 - Present
US Securities and Exchange Commission  2013 - 2014
The Boston Company Asset Management, LLC   2012 - 2012
Aronson Johnson Ortiz   2011 - 2012
Wells Capital Management  2006 - 2011
Evergreen Investments  2006 - 2009
Sentinel Asset Management   2004 - 2006
State Street Global Advisors  2002 - 2003
Fidelity Management Trust Company  2002 - 2002
Fidelity Management & Research Company  1992 - 2002

Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income

Education
University of California, San Diego
Ph. D., Chemistry

University of Virginia
B.S., Chemistry

Samuel Densmore Samuel Densmore Greater Boston Area Details
Samuel Densmore's The Boston Company Asset Management, LLC Experience December 2007 - Present
Job Application Development Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  September 2013 - Present
The Boston Company Asset Management, LLC   December 2007 - Present
Independence Investment   June 2004 - December 2007
Independence Investment   January 2000 - June 2004
Independence Investment   August 1998 - January 2000
BTM Capital Corporation  January 1997 - August 1998
BTM Capital Corporation  November 1994 - January 1997

Skills
.NET, WPF, WCF, WF, Windows RT, SOA, Entity Framework, Layering, MVVM, Prism, SQL Server, Scrum, Web Applications, Financial Markets, Microsoft Office, TSQL, SSIS, SSRS, C#, VSTO, Contract Negotiation, Mentoring, Object Oriented Design, Agile Methodologies, T-SQL, Disaster Recovery, Web Services, Software Development, Project Management, SharePoint, Management, SDLC, Microsoft SQL Server, Requirements Analysis

Education
Bentley College   1997 — 1999
MS, Computer Information Systems

University of Massachusetts, Amherst   1989 — 1994
BA, BDIC

Kevin Pazdziorny Kevin Pazdziorny Greater Boston Area Details
Kevin Pazdziorny's The Boston Company Asset Management, LLC Experience July 2014 - Present
Job Marketing Materials Designer at The Boston Company Asset Management, LLC
Industry Marketing and Advertising
Experience
The Boston Company Asset Management, LLC   July 2014 - Present
Grandstream Networks  November 2013 - May 2014
Curaspan Health Group  December 2011 - November 2013
Middleton Public Schools   January 2009 - December 2011
Roger Williams University  October 2009 - June 2011
Naval War College  February 2011 - May 2011
Camp Oatka   April 2005 - August 2010

Skills
Program Management, Salesforce.com, Management, Marketing, Social Media, Email Marketing, Social Media Marketing, Social Networking, Marketing Communications, Market Research, Lead Generation, Advertising, Google Adwords

Education
Roger Williams University   2008 — 2011
Bachelor of Science (BS), Marketing

Gabelli School of Business   2007 — 2011
Bachelor of Science, Marketing

University of Wollongong   2010 — 2010

Stephen Kolano, CFA Stephen Kolano, CFA Greater Boston Area Details
Stephen Kolano, CFA's The Boston Company Asset Management, LLC Experience April 2008 - May 2010
Job Head, MultiAsset Solutions, Investment Strategy & Solutions Group at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  December 2014 - Present
BNY Mellon  March 2013 - December 2014
BNY Mellon  May 2010 - March 2013
The Boston Company Asset Management, LLC   April 2008 - May 2010
The Boston Company Asset Management, LLC   August 2007 - April 2008
The Boston Company Asset Management, LLC   August 2004 - August 2007
The Boston Company Asset Management, LLC   August 2002 - August 2004
JP Morgan Chase  April 2000 - August 2001
JP Morgan Chase  June 1999 - April 2000

Skills
Asset Allocation, Capital Markets, Investments, Strategic Planning, Asset Managment, Equities, Portfolio Management, Alternative Investments, Economics, Institutional..., Investment Strategies, Risk Management, Trading, FX Options, Hedge Funds, Asset Management, Investment Management, Bloomberg, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2009
Masters, Finance

Wesleyan University   1997 — 1999
BA, Economics

College of the Holy Cross   1995 — 1997

Alysha Arpano Alysha Arpano Greater Boston Area Details
Alysha Arpano's The Boston Company Asset Management, LLC Experience April 2014 - Present
Job Senior Administrative Assistant
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   April 2014 - Present
Conservation Services Group  July 2011 - April 2014
Center for Marketing Research  January 2011 - May 2011
University of Massachusetts Dartmouth Housing Office   September 2007 - May 2011
Leominster Employee's Federal Credit Union   July 2007 - January 2011
Toys R Us  May 2006 - July 2010

Skills
Inbound Marketing, SPSS, Microsoft Excel, Customer Service, Access, Market Research, Social Media, Microsoft Office, Time Management, Energy Efficiency, Program Management, Data Analysis, Sales

Education
University of Massachusetts Dartmouth   2007 — 2011
Bachelor of Science, Marketing

William Costello, CFA William Costello, CFA Dallas/Fort Worth Area Details
William Costello, CFA's The Boston Company Asset Management, LLC Experience 1997 - 2009
Job at Westwood Holdings
Industry Investment Management
Experience
Westwood Holdings Group  July 2010 - Present
Bull Run Energy Research   January 2010 - July 2010
The Boston Company  December 1997 - January 2009
The Boston Company Asset Management, LLC   1997 - 2009
Delphi Management   December 1992 - December 1997
Investors Bank & Trust  1987 - 1992

Skills
Security Analysis, Stock Picking, Energy, Portfolio Management, Securities, Analysis, Equity Research, Equity Valuation, Equities, Bloomberg, Investment Strategies, Capital Markets, Asset Management, Valuation, Financial Modeling, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Investments, Mutual Funds

Education
Boston University Questrom School of Business   1985 — 1987
mba, finance

Marietta College   1978 — 1982
ba, economics

Waltham High School   1974 — 1978

Kevin Cronan Kevin Cronan Palm Desert, California Details
Kevin Cronan's The Boston Company Asset Management, LLC Experience July 1998 - July 2006
Job Professional
Industry Food & Beverages
Experience
Strega Prime Italian Steakhouse   February 2014 - September 2014
Darden  August 2013 - March 2014
Starbucks Corporation  August 2010 - August 2013
The CS Consulting Group   April 2010 - December 2012
Boston Company Asset Management, LLC   July 2006 - January 2009
The Boston Company Asset Management, LLC   July 1998 - July 2006
Boston Safe Deposit & Trust   October 1996 - July 1998
Hughes Medical Institute  March 1995 - August 1996

Skills
Securities, Fixed Income, Equities, Emerging Markets, Risk Management, Portfolio Management, FX Options, Investments, Financial Services, Strategic Planning, Trading, Business Analysis, Microsoft Excel, Wealth Management, Trading Systems, Asset Management, Analysis, Foreign Exchange, Banking, Management, Currency, Forecasting, Bloomberg

Education
Suffolk University - Sawyer Business School   2007 — 2011
MBA, International Business

Harvard University Graduate School of Education   2009 — 2010

University of Massachusetts Dartmouth   1990 — 1994
BA, French Literature, Finance

Université Stendhal (Grenoble III)   1992 — 1993
French, Business

Dartmouth High School

Patrick Kent Patrick Kent Greater Boston Area Details
Patrick Kent's The Boston Company Asset Management, LLC Experience March 2002 - April 2006
Job
Industry Financial Services
Experience
Wellington Management  January 2011 - Present
Alydar Capital   January 2009 - December 2010
CR Intrinsic Investors  May 2006 - December 2008
The Boston Company Asset Management, LLC   March 2002 - April 2006
Schroders Investment Management  June 1998 - March 2002

Skills
Equity Research, Financial Analysis, Financial Markets, Investment Management, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Management, Investments, Portfolio Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2004
Master of Business Administration (MBA)

Bowdoin College   1991 — 1995
Bachelor's degree, English and Philosophy

Lisa Bettencourt, JD Lisa Bettencourt, JD Greater Boston Area Details
Lisa Bettencourt, JD's The Boston Company Asset Management, LLC Experience 1989 - 1991
Job Attorney and Compliance Specialist
Industry Financial Services
Experience
Corby Capital Markets, Inc.   2008 - 2014
Various  1999 - 2008
AGC, Inc.   1999 - 2002
Computer People, Inc/Ajilon   1997 - 1999
Ernst & Young  1993 - 1997
The Boston Company Asset Management, LLC   1989 - 1991

Education
Suffolk University Law School   1991 — 1993
J.D., Law

University of Vermont School of Business Administration   1985 — 1989
B.S., Finance and Accounting

Oleg Yemelyanov Oleg Yemelyanov Greater Boston Area Details
Oleg Yemelyanov's The Boston Company Asset Management, LLC Experience November 2003 - September 2004
Job Software QA Specialist II at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon  December 2013 - Present
Linedata  February 2011 - December 2013
Strategic Planning & Implementation Associates Inc.   April 2009 - March 2011
FundQuest Incorporated   September 2008 - February 2009
Wellington Management LLP  October 2004 - April 2008
The Boston Company Asset Management LLC  November 2003 - September 2004
JP Morgan Chase  September 2002 - January 2003
JP Morgan Chase  September 2001 - September 2002
JP Morgan Chase  December 2000 - September 2001
JP Morgan Chase  November 1999 - December 2000

Skills
Software Quality..., Requirements Analysis, Product Development and..., Project Planning, Project Management, Analysis, Process Automation, Building Client..., Risk Management, Operations Productivity..., Leadership, Management, Financial Analysis, Team Building, Business Analysis, Financial Services, Securities, Derivatives, Fixed Income, Bloomberg, Assets Recovery, Training, Trading Systems, Hedge Funds, Market Data, Banking, Portfolio Management, Operational Risk..., Corporate Actions, Back Office, Relationship Management

Education
Boston University   1999 — 2001
Certificate, Microsoft Certified System Engineer (MCSE) program

Kyiv National Economics University   1990 — 1994
MBA, Finance

Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA Portland, Maine Area Details
Jessamyn Larrabee Norton, CFA's The Boston Company Asset Management, LLC Experience July 2006 - November 2007
Job
Industry Investment Management
Experience
SPINNAKER TRUST  April 2011 - Present
Fidelity Investments  November 2007 - July 2011
The Boston Company Asset Management, LLC   July 2006 - November 2007
Citi  March 2006 - June 2006
Ariel Capital Management  May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP  October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY  August 1999 - October 2000

Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management

Education
The University of Chicago Booth School of Business   2004 — 2006
MBA

Wheaton College (MA)   1995 — 1999
B.A.

Bonny Eagle   1992 — 1996

Michael Chagros Michael Chagros Greater Boston Area Details
Michael Chagros's The Boston Company Asset Management, LLC Experience December 2005 - September 2009
Job Financial Administration Billing & Invoicing at Wellington Management
Industry Investment Management
Experience
Wellington Management  June 2011 - Present
Redi2 Technologies  September 2009 - July 2011
The Boston Company Asset Management, LLC   December 2005 - September 2009
The Boston Company Asset Management, LLC   February 2001 - April 2003
Citizens Bank  May 1992 - April 2001

Education
Bryant University   1988 — 1992

Patricia Schubert Patricia Schubert San Francisco Bay Area Details
Patricia Schubert's The Boston Company Asset Management, LLC Experience 1975 - 1977
Job Owner, Tahoe home
Industry Real Estate
Experience
Tahoehome.com   May 1998 - Present
Forte  1998 - 2001
Jurika & Cadina   1979 - 1981
The Boston Company Asset Management, LLC   1975 - 1977
Harvard Medical School  1974 - 1976

Skills
Residential, Investment Properties, Home, Property Management, Residential Homes, Home Staging, Real Property, Luxury, Pensions, Income Properties, Event Management, Negotiation

Education
UC Berkeley   1970 — 1971

Boston University   1965 — 1969
BS, Education & Fine Arts

Bart Grenier Bart Grenier Boston, Massachusetts Details
Bart Grenier's The Boston Company Asset Management, LLC Experience June 2011 - Present
Job Chairman, Chief Executive Officer & Chief Investment Officer
Industry Investment Management
Experience
The Boston Company Asset Management LLC  June 2011 - Present
Deutsche Asset Management  June 2005 - May 2011
Fidelity Investments  November 1991 - June 2005

Education
Rensselaer Polytechnic Institute   1983 — 1986
MS, Management

California State Polytechnic University-Pomona   1977 — 1981
BS, Chemical Engineer

George Olepere, MBA, MSIT George Olepere, MBA, MSIT Greater Boston Area Details
George Olepere, MBA, MSIT's The Boston Company Asset Management, LLC Experience May 2007 - April 2010
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"

Brian Blongastainer, CFA Brian Blongastainer, CFA Greater Boston Area Details
Brian Blongastainer, CFA's The Boston Company Asset Management, LLC Experience March 2014 - Present
Job Equity Research Analyst at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   March 2014 - Present
The Boston Company  July 2011 - February 2014
Fidelity Investments  July 2009 - March 2011
Fidelity Investments  April 2007 - July 2009
Fidelity Investments  January 2006 - April 2007
Fidelity Investments  August 2005 - January 2006
Fidelity Investments  June 2004 - July 2005
Lexington High School, Lexington, MA   September 2000 - June 2004

Skills
Investments, Equities, Mutual Funds, Product Development, Due Diligence, Asset Management, Product Management, Research, Bloomberg, Competitive Analysis, Capital Markets, Valuation, Equity Valuation, Market Analysis, Equity Research, Customer Relations, Market Research, Asset Allocation, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2010
MBA, 3.8 GPA, Magna Cum Laude

Cambridge College   1999 — 2001
Masters, Education, Special Education

Bates College   1994 — 1998
B.A., Economics

University of Melbourne (Trinity College)   1997 — 1997
Semester abroad

Carter Hinckley Carter Hinckley Greater New York City Area Details
Carter Hinckley's The Boston Company Asset Management, LLC Experience 1977 - 1980
Job Managing Director at Blue Ridge Partners
Industry Management Consulting
Experience
Blue Ridge Partners  August 2013 - Present
Infinity Info Systems  2003 - August 2013
The Fieldstone Company   1986 - 2003
Booz Allen Hamilton  1981 - 1986
Merrill Lynch  1982 - 1985
The Boston Company Asset Management, LLC   1977 - 1980

Skills
Management, Sales, Business Strategy, Business Process, Management Consulting, Sales Process, Leadership, Sales Management, Strategy, Team Leadership, Leadership Development, Enterprise Software, SaaS, Strategic Planning, New Business Development, Business Intelligence, Change Management, Sales Operations

Education
Harvard Business School
MBA, Entrepreneurship/Entrepreneurial Studies

Harvard University
MS, Computer Science

Lake Forest College
BA, Math and Computer Science

Monique Armstrong-Smith Monique Armstrong-Smith Cohasset, Massachusetts Details
Monique Armstrong-Smith's The Boston Company Asset Management, LLC Experience 1994 - 1996
Job Director of Operations at Boston Partners Asset Management, Principal
Industry Financial Services
Experience
Riverglade Condo Association   2011 - Present
Boston Partners Asset Management  1997 - 2006
The Boston Company Asset Management, LLC   1994 - 1996
PIMCO  1991 - 1994

Skills
Fixed Income, Financial Modeling, Portfolio Management, Securities, Asset Management

Education
University of California, Los Angeles   1986 — 1990
BA in History with Minor in Business and Urban Planning

Don Marden Don Marden Greater Boston Area Details
Don Marden's The Boston Company Asset Management, LLC Experience 1990 - 1993
Job Senior Director, Global Client Service at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates LLC  July 2015 - Present
State Street Investment Analytics  2008 - 2015
BNY Mellon  2005 - 2007
Russell/Mellon Analytical Services  1999 - 2005
Mellon Trust, Investment Information Services   1993 - 1998
The Boston Company Asset Management, LLC   1990 - 1993

Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...

Education
University of Maine   1982 — 1987
Bachelor’s Degree, English Literature

Waterville Senior High School   1979 — 1982

Boston Security Analysts Society

Harvard Law School
The Program on Negotiation

rachel attwood mistler rachel attwood mistler Brunswick, Maine Details
rachel attwood mistler's The Boston Company Asset Management, LLC Experience August 1998 - August 1999
Job Producer | Production Supervisor at Freelance Film / Print
Industry Marketing and Advertising
Experience
Nomad Pictures, Inc.   March 2009 - Present
Freelance Film / Print   September 2006 - Present
Catama Productions   October 2001 - July 2008
Pierce Promotions & Event Management  November 2000 - September 2001
Lorel Advertising   October 1999 - June 2000
The Boston Company Asset Management, LLC   August 1998 - August 1999

Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Project Management, Strategic Planning, Social Media, Marketing, Training, Team Building, Budget Management, Talent Booking, Location Scouting, Production Schedules

Education
Muhlenberg College   1994 — 1998
BS, Communications & English

Waynflete School   1983 — 1994

Dan Haddad Dan Haddad Boston, Massachusetts Details
Dan Haddad's The Boston Company Asset Management, LLC Experience June 2011 - June 2013
Job Senior Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital  June 2015 - Present
Bain Capital  June 2013 - June 2015
The Boston Company Asset Management, LLC   June 2011 - June 2013
BNY Mellon  June 2010 - June 2011

Skills
Factset Research Systems, Bloomberg, Equities, Due Diligence, Investment Strategies, Hedge Funds, Investments, Fixed Income, Asset Management

Education
College of the Holy Cross   2006 — 2010
Bachelor of Arts, Economics; Environmental Studies

Denise Wyche-Kenon CPLP, PMP Denise Wyche-Kenon CPLP, PMP Tallahassee, Florida Area Details
Denise Wyche-Kenon CPLP, PMP's The Boston Company Asset Management, LLC Experience July 1989 - December 1989
Job Talented Learning and Organizational Development Strategist, Dynamic Speaker and Trainer
Industry Professional Training & Coaching
Experience
WYCHE Consulting, LLC   December 2002 - Present
DK Squared Enterprises   May 2014 - Present
Dynasty Ministries   August 2012 - Present
Fla Department of Highway Safety & Motor Vehicles   October 2012 - May 2014
Fla. Department of Financial Services   May 2008 - September 2012
Florida Sterling Council - Quality Award Process   2002 - 2008
Florida Department of Revenue -http://dor.myflorida.com/   1997 - 2008
Athletic Attic Marketing - http://www.jazzrun.com/#!business/c24vq   August 1995 - December 1996
Italian Foods Enterprise   April 1994 - July 1995
The Boston Company Asset Management, LLC   July 1989 - December 1989

Skills
Organizational..., Leadership Development, Strategic Planning, Project Planning, MBTI, Research, Management, Event Planning, Government, Leadership, Change Management, Performance Management, Team Building, Public Speaking, Coaching, Project Management, Performance Improvement, Performance Measurement, Management Consulting, Instructional Design, Training, Process Improvement, Data Analysis, Budgets, Policy, Program Management, Business Process..., System Administration, Business Analysis, Nonprofits, Analysis, Workshop Facilitation, Policy Analysis, Executive Coaching, Organizational..., Talent Management, E-Learning, Team Leadership, Public Policy, Proposal Writing, Conflict Resolution, Software Documentation, Teaching, Organizational Design, Instructor-led Training, Governance, Learning Management, Program Development, Training Delivery, Risk Management

Education
Florida Agricultural and Mechanical University
B.S., Business Administration

Certified Professional in Learning & Performance (CPLP)   2009 — 2010
Learning and Performance, Facilitating Organizational Change, Learning Design/Delivery, Talent Management, Coaching, HPI

Certified Project Management Professional (PMP)   2012 — 2012
Project Management

Certified Myers-Briggs Type Indicator Administrator, (MBTI)   2004 — 2004
Psychogical Type

Certified True Colors International Facilitator   2006 — 2006
Level 4 Personal Awareness Facilitator, Personality Theory

Florida State University
Graduate Studies - Public Administration

Brittney Holland Brittney Holland Greater Boston Area Details
Brittney Holland's The Boston Company Asset Management, LLC Experience July 2010 - April 2014
Job Assistant Portfolio Manager | Implementing Investment Models to Preserve and Grow Wealth
Industry Financial Services
Experience
BNY Mellon, Wealth Managment   April 2014 - Present
The Boston Company Asset Management, LLC   July 2010 - April 2014
Border Cafe  October 2004 - July 2010

Skills
Reporting & Analysis, Project Implementation, Qualitative Research, Time Management, Collaborative Problem..., Organization Skills, Microsoft Excel, Enjoy Challenges, Thrive in A Fast-paced..., Presentation Design, Teamwork, Analysis, Management, Customer Service

Education
Salem State University   2015 — 2017
Master of Business Administration (M.B.A.)

Assumption College   2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Brian Boyden Brian Boyden Greater Boston Area Details
Brian Boyden's The Boston Company Asset Management, LLC Experience August 1999 - June 2004
Job Equity Research Analyst at Robeco Boston Partners
Industry Investment Management
Experience
Robeco Boston Partners   May 2010 - Present
Eaton Vance  March 2006 - May 2010
Meketa Investment Group  April 2005 - March 2006
Pegasus Investments  June 2004 - December 2004
The Boston Company Asset Management, LLC   August 1999 - June 2004
Putnam Investments  February 1996 - August 1999

Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1998 — 2003
Masters of Science

Stonehill College   1994 — 1998
BA

Stonehill College   1994 — 1998
BS

Oliver Ames

Mathew DiMatteo Mathew DiMatteo Boston, Massachusetts Details
Mathew DiMatteo's The Boston Company Asset Management, LLC Experience October 2013 - Present
Job Associate, The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   October 2013 - Present
Cambridge Associates  April 2012 - October 2013
The Boston Group - Northwestern Mutual   May 2009 - April 2012

Skills
Investments, Fixed Income, Equities, Financial Modeling, Strategic Financial..., Due Diligence, Entrepreneurship, Finance, Valuation, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Private Equity, Emerging Markets, Investment Management, Mutual Funds, Bloomberg Terminal, Investment Strategies, Securities, Portfolio Management, Equity Valuation, Capital Markets, Financial Planning

Education
Bryant University
Finance

CFA Institute

Mark B. Sullivan Mark B. Sullivan Greater Boston Area Details
Mark B. Sullivan's The Boston Company Asset Management, LLC Experience 1988 - 1993
Job Relationship and Sales Executive
Industry Investment Management
Experience
The Bank of New York Mellon  September 2006 - June 2014
Financial Research Corp   September 2003 - March 2006
Charles Schwab  February 2002 - August 2003
PayPal  January 1999 - February 2002
Montgomery Asset Management  September 1993 - May 1999
The Boston Company Asset Management, LLC   1988 - 1993

Skills
New Business Development, Sales, Business Strategy, Financial Analysis, Fund Accounting, Market Research, Start-ups, Management, Business Development, Product Development, Global Custody, Strategic Partnerships, Banking, Strategy, Finance, Competitive Analysis, Asset Management, Investments, Relationship Management, Financial Services, Mutual Funds, Equities, 401k, Fixed Income

Education
Bentley University
BS, Economics-Finance

Suffolk University
Certified Financial Planning, Financial Planning and Services

Nicholas Cohn Nicholas Cohn Boston, Massachusetts Details
Nicholas Cohn's The Boston Company Asset Management, LLC Experience May 2015 - Present
Job Senior Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   May 2015 - Present
BlackRock  August 2012 - May 2015
Sonian Capital Management   March 2009 - August 2012
Fidelity Investments  July 2007 - March 2009

Education
The Johns Hopkins University

David (Dave) G. Brown David (Dave) G. Brown Boston, Massachusetts Details
David (Dave) G. Brown's The Boston Company Asset Management, LLC Experience 1988 - 1989
Job Board Member / Special Advisor / Former Chief Investment Officer/Head of General Account at TIAACREF
Industry Financial Services
Experience
Community College Educational Foundation   June 2015 - Present
CapeAbilities, Inc.   January 2015 - Present
TIAA-CREF  2005 - 2014
Various Other Boards/Advisory/Council Experiences   2005 - 2013
Prudential Financial  1989 - 2005
The Boston Company Asset Management, LLC   1988 - 1989

Skills
Asset Management, Asset Allocation, Risk Management, Corporate Governance, Strategic Leadership, Turnaround Management, Cross-functional Team..., Restructuring, Fixed Income Strategies, Private Placements, Private Equity, Alternative Investment..., Commercial Real Estate, Commercial Mortgages, Marketing Strategy, Human Resources, Project Management, Capital Markets, Investments, Insurance, Financial Services, Economics, Strategic Visionary, Board of Directors, Advisory Boards, Conference Speaking, Nonprofits

Education
Harvard Business School   1986 — 1988
Master of Business Administration (M.B.A.), General Management Curriculum with a focus on Capital Markets, Strategy, Finance and Real Estate

Boston College
Bachelor's Degree, Economics; Business Administratiion

Meghan Timbas Meghan Timbas Greater Boston Area Details
Meghan Timbas's The Boston Company Asset Management, LLC Experience October 2015 - Present
Job AVP, Relationship Management at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   October 2015 - Present
The Boston Company Asset Management, LLC   September 2013 - Present

Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, Equities, Relationship Management, Wealth Management, Claritas Investment..., Institutional..., Client Service Oriented, Business Development, Product Marketing, Marketing Communications, Securities, Customer Service, Asset Management, Retirement Planning, Client Services, Financial Services, Investments

Education
Bryant University
Bachelor of Science in Business Administration, Marketing, Communications

Louis Raffetto, CFA Louis Raffetto, CFA Greater Boston Area Details
Louis Raffetto, CFA's The Boston Company Asset Management, LLC Experience October 2010 - July 2014
Job Associate | Aerospace/Defense Research at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2014 - Present
The Boston Company Asset Management, LLC   October 2010 - July 2014
Gottex Fund Management  November 2009 - October 2010
Independence Investments  June 2003 - July 2009
NMP, LLC/Stoneacre Partners   February 2004 - December 2006
Bentley College  January 2002 - May 2003

Skills
Portfolio Management, Analysis, Equity Research, Bloomberg, Equities

Education
Bentley University   1999 — 2003
Bachelor of Science, Finance

Ocean Township High School   1995 — 1999

Megan Flaherty Megan Flaherty Greater Boston Area Details
Megan Flaherty's The Boston Company Asset Management, LLC Experience June 2014 - Present
Job Associate, RFP Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   June 2014 - Present
BHA  July 2013 - June 2014
New York Life Insurance Company  September 2012 - July 2013
Babson College  January 2009 - May 2012
SpaceClaim  April 2011 - August 2011
C.H. Consulting   January 2009 - August 2010

Skills
Microsoft Office, Market Research, Salesforce.com, Leadership, CRM, Business Development, Research, Time Management, Data Analysis, Financial Analysis, Marketing, Training, Entrepreneurship, Microsoft Excel, Analysis

Education
Babson College   2008 — 2012
Bachelor of Science (BS), Finance & Marketing

Hollis Brookline High School   2004 — 2008

Thomas Farley Thomas Farley Boston, Massachusetts Details
Thomas Farley's The Boston Company Asset Management, LLC Experience June 2011 - August 2011
Job Asset Liability Analyst at Boston Private
Industry Financial Services
Experience
Boston Private  June 2015 - Present
Boston Private Bank  June 2013 - May 2015
Blue Ocean Equity Partners   September 2012 - December 2012
The Boston Company Asset Management, LLC   June 2011 - August 2011

Skills
Social Media, Microsoft Office, Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Accounting, Research, Sales, Teamwork, Financial Analysis, Management, Access, Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2018
Master of Business Administration (M.B.A.), Corporate Finance

Bentley University   2009 — 2013
Bachelor of Science (B.S.), Finance

Jose J. Cortez Jose J. Cortez Greater Boston Area Details
Jose J. Cortez's The Boston Company Asset Management, LLC Experience February 2015 - Present
Job Senior Associate, Portfolio Implementation at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   February 2015 - Present
The Boston Company Asset Management, LLC   June 2013 - Present
Eze Software Group  January 2011 - May 2013
Eze Software Group  December 2009 - January 2011
Technology Solutions Experts, Inc.   January 2009 - August 2009
Huron Consulting Group  June 2008 - August 2008
Liberty Mutual  June 2007 - January 2008

Skills
Financial Modeling, Financial Analysis, Bloomberg, Finance, Hedge Funds, Valuation, Investments, Data Analysis, Business Analysis, Private Equity, SQL, Business Development, Trading Systems, Microsoft Excel, Electronic Trading, Visual Basic

Education
University of Massachusetts, Amherst   2004 — 2008
Bachelor's Degree

Elisabeth Thayer Elisabeth Thayer Greater Boston Area Details
Elisabeth Thayer's The Boston Company Asset Management, LLC Experience May 2004 - Present
Job Intl trader at The Boston Company
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   May 2004 - Present
The Boston Company Asset Management, LLC   April 2000 - May 2004
Mellon Financial  July 1997 - April 2000

Skills
Equities, Trading, Bloomberg, Portfolio Management, Valuation, Bonds, Analysis, Series 7, Hedge Funds, Series 63, Securities, Alternative Investments, Fixed Income, Asset Management, Investments

Education
University of Massachusetts, Amherst   1992 — 1996
bachelors, sociology

Richard Pszenny, CFA, CAIA Richard Pszenny, CFA, CAIA Greater Boston Area Details
Richard Pszenny, CFA, CAIA's The Boston Company Asset Management, LLC Experience July 2002 - May 2003
Job
Industry Investment Management
Experience
Heritage Financial Services, LLC  June 2014 - Present
NEPC  May 2012 - May 2014
Bank of America  August 2009 - May 2012
US Trust, Bank of America Private Wealth Management  September 2006 - August 2009
Liberty Mutual Insurance  August 2004 - September 2006
Liberty Mutual Insurance  May 2003 - August 2004
The Boston Company Asset Management, LLC   July 2002 - May 2003
BNY Mellon  February 2001 - July 2002

Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...

Education
University of Massachusetts at Amherst - Isenberg School of Management   1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics

Raymond Pescaro Raymond Pescaro Greater Boston Area Details
Raymond Pescaro's The Boston Company Asset Management, LLC Experience May 2014 - Present
Job Director of Vendor and Commission Management
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   May 2014 - Present
The Boston Company Asset Management, LLC (BNY/Mellon)   August 2005 - Present
Evergreen Investment Management Company, LLC (Wachovia)   1997 - 2005
Eaton Vance  1995 - 1997

Education
College of the Holy Cross   1989 — 1993
Bachelor, English

Ray Belliveau Ray Belliveau Sacramento, California Area Details
Ray Belliveau's The Boston Company Asset Management, LLC Experience 1985 - 1993
Job Business Development at IPD
Industry Real Estate
Experience
IPD  September 2011 - Present
Property & Portfolio Research  2006 - August 2011
Reis  2004 - 2006
Thomson Reuters  1997 - 2004
Thomson Reuters  January 1993 - 1997
The Boston Company Asset Management, LLC   1985 - 1993

Skills
Business Development, Investments, Market Research, Market Analysis, Real Estate, Valuation, New Business Development, Portfolio Management, Strategy, Due Diligence, Real Estate Economics, Financial Modeling, Financial Analysis, Commercial Real Estate

Education
Massachusetts College of Liberal Arts   1978 — 1982
Bachelor of Arts(B.A.), Business Administration and Management, General

Robert Conron, CFA Robert Conron, CFA Greater Boston Area Details
Robert Conron, CFA's The Boston Company Asset Management, LLC Experience 2006 - 2011
Job Product Manager, Insurance at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  2011 - Present
The Boston Company Asset Management, LLC   2006 - 2011
Investors Bank & Trust  1998 - 2006
John Hancock Life Insurance Company (U.S.A.)   1984 - 1998

Education
Boston College - Wallace E. Carroll Graduate School of Management   1986 — 1988
MSF, Investments

Boston University   1980 — 1984
BA, Economics, Mathematics

BPS

Kirk Henry Kirk Henry Greater Boston Area Details
Kirk Henry's The Boston Company Asset Management, LLC Experience 1994 - Present
Job Senior Managing Director at The Boston Company
Industry Investment Management
Experience
The Boston Company  May 1994 - Present
The Boston Company Asset Management, LLC   1994 - Present
The Boston Company Asset Management, LLC (BNY Mellon)   1994 - Present
Cseh International   October 1991 - May 1994

Skills
Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Financial Markets, Securities, ETFs, Hedge Funds, Equity Research, Trading Systems, FINRA, Financial Analysis, Derivatives, Venture Capital, Equity Trading, Asset Allocation, Corporate Finance, Electronic Trading, Credit Analysis, Capital Markets, Mutual Funds, Alternative Investments, Investment Advisory, Commodity, Investment Management, Valuation, Trading, Equity Valuation, Wealth Management, Chartered Financial..., Series 7, Series 63, Relationship Management, Strategic Financial..., Emerging Markets

Education
The University of Chicago   1981 — 1984
MBA, Finance and Accounting

Stanford University   1977 — 1981

Hamden High School   1973 — 1977
High School Degree

Brian J. Testarmata Brian J. Testarmata Greater Boston Area Details
Brian J. Testarmata's The Boston Company Asset Management, LLC Experience 1988 - 1990
Job
Industry Banking
Experience
Workers' Credit Union  December 2011 - Present
Newport Capital Corporation   1999 - Present
Fleet Bank  1997 - 1999
Coldwell Banker Real Estate  1997 - 1997
Allmerica Financial Corp  1995 - 1997
California Real Estate Funding   1992 - 1994
Hoffman  1990 - 1992
The Boston Company Asset Management, LLC   1988 - 1990

Skills
Loans, Mortgage Lending, Investments, Mergers & Acquisitions, Sales, Portfolio Management, Business Development, Finance, Investment Properties, Consumer Lending, Loan Origination, Strategic Planning, Residential Homes, Negotiation, Real Estate, Venture Capital, Strategy, Management, Executive Management, Leadership, Business Planning, Team Building

Education
Babson College - Franklin W. Olin Graduate School of Business   2007 — 2009
Master of Business Administration, Global Management / Entrepreneurship

University of Massachusetts, Amherst
BA, Political Science

Frank Goguen, CFA Frank Goguen, CFA Greater Boston Area Details
Frank Goguen, CFA's The Boston Company Asset Management, LLC Experience February 1999 - Present
Job Sr. International Research Analyst at The Boston Company
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   February 1999 - Present

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance

Boston College - Wallace E. Carroll Graduate School of Management

Param Roychoudhury, CFA Param Roychoudhury, CFA Greater Boston Area Details
Param Roychoudhury, CFA's The Boston Company Asset Management, LLC Experience 2010 - 2013
Job Special consultant at KORNITZER CAPITAL MANAGEMENT
Industry Financial Services
Experience
KORNITZER CAPITAL MANAGEMENT  November 2014 - Present
Golfgreen Investments   June 2014 - Present
Hearth, Inc.   December 2013 - Present
The Boston Company Asset Management, LLC   2010 - 2013
The Boston Company Asset Management, LLC   2000 - 2012
The Boston Company Asset Management LLC  1994 - 2000
The Boston Company Asset Management, LLC   1991 - 1994

Skills
Equities, Hedge Funds, Alternative Investments, Investments, Equity Research, Asset Management, Valuation, Capital Markets, Bloomberg, Portfolio Management, Factset, Securities, Mutual Funds, Fixed Income, Financial Modeling, Emerging Markets

Education
Tufts University   1988 — 1990
Master of Arts (M.A.), Economics

St. Xaviers College, Kolkata, India
B.Sc., Economics Honors

Kimberly (Coblyn) Paggi Kimberly (Coblyn) Paggi Greater Boston Area Details
Kimberly (Coblyn) Paggi's The Boston Company Asset Management, LLC Experience 2007 - Present
Job Marketing Specialist at The Boston Company / Owner, Business Manager at Paggi Physical Therapy & Sports Rehab
Industry Financial Services
Experience
Paggi Physical Therapy & Sports Rehabilitation   August 2014 - Present
The Boston Company Asset Management, LLC   2007 - Present
Fidelity Investments Life Insurance Company  June 2006 - August 2006
Brigham & Women's Hospital   August 2005 - May 2006
Hill, Holliday Advertising Inc.   June 2005 - August 2005

Skills
Investments, Event Management, Awarded the Claritas®..., Marketing, Equities, Asset Management, Alternative Investments, Financial Services, Investment Management, Management, PowerPoint, Social Media, Microsoft Excel, Customer Service

Education
Boston College   2004 — 2007
B.S., Economics

Queen Mary, U. of London   2005 — 2005
Semester Abroad

Union College   2003 — 2004
Economics

Joe Sinopoli Joe Sinopoli Greater Boston Area Details
Joe Sinopoli's The Boston Company Asset Management, LLC Experience April 1998 - July 2000
Job IT Project Manager/Senior Programmer at Linkage, Inc.
Industry Professional Training & Coaching
Experience
Linkage, Inc.   October 2013 - Present
Commonwealth Financial Network  October 2012 - October 2013
Linkage  September 2006 - October 2012
Judge Rotenberg Educational Center   January 2005 - September 2006
MobileToys   July 2000 - December 2004
The Boston Company Asset Management, LLC   April 1998 - July 2000

Skills
Instructional Design, E-Learning, Leadership Development, Wordpress, CSS

Education
Northeastern University
Computer Engineering Technology

Deb Keene, MBA Deb Keene, MBA Greater Boston Area Details
Deb Keene, MBA's The Boston Company Asset Management, LLC Experience December 1994 - February 1996
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group  April 2013 - June 2015
Sun Life Financial  October 2012 - April 2013
Sun Life Financial  June 2011 - October 2012
Sun Life Financial  September 2008 - June 2011
Wellington Management Company  January 2005 - July 2008
Wellington Management Company L.L.P.   July 2002 - January 2005
Brown Brothers Harriman  February 2000 - June 2002
Fidelity Investments  February 1998 - February 2000
Eastern Bank  March 1996 - February 1998
The Boston Company Asset Management, LLC   December 1994 - February 1996

Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Providence College
BS

Richmond, The American International University in London

Dylan Semple, CFA, CAIA Dylan Semple, CFA, CAIA Greater Boston Area Details
Dylan Semple, CFA, CAIA's The Boston Company Asset Management, LLC Experience December 2013 - Present
Job Product Manager at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   December 2013 - Present
The Boston Company  July 2012 - December 2013
The Boston Company  May 2011 - July 2012
The Boston Company  April 2010 - May 2011
The Boston Company  July 2008 - September 2010

Skills
Factset, Equities, Chartered Financial..., Analysis, Marketing, Competitive Analysis, Market Research, Management, Financial Services, Due Diligence, Strategy, Databases, Product Management, Financial Markets, Management Consulting, Asset Management

Education
Boston College   2004 — 2008
BA, Economics

Neal Crespi, CFA Neal Crespi, CFA Boston, Massachusetts Details
Neal Crespi, CFA's The Boston Company Asset Management, LLC Experience June 2011 - Present
Job Managing Director at The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   June 2011 - Present
The Boston Company Asset Management, LLC   January 2007 - June 2011
The Boston Company Asset Management, LLC   September 1996 - July 1999
IBM Credit Corp  1994 - 1994

Skills
Equities, Asset Management, Hedge Funds, Alternative Investments, Trading Systems, Investments, Equity Trading, ETFs, Equity Derivatives, Trading Strategies, Institutional..., Process Improvement, FX trading, Process Optimization, Business Process..., Internal Controls, Onboarding, Operations Management, Counterparty Risk, Futures, Exchange Traded..., Operational Risk, IT Operations, Change Management, Portfolio Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   1991 — 1995
Bachelor's, Accounting

Stefani Cambio Stefani Cambio Greater Boston Area Details
Stefani Cambio's The Boston Company Asset Management, LLC Experience August 2006 - September 2008
Job Business Consultant with LatentZero
Industry Financial Services
Experience
LatentZero   2008 - Present
The Boston Company Asset Management, LLC   August 2006 - September 2008
Robeco Asset Management  June 2005 - April 2006
Deutsche Asset Management  October 2003 - June 2005

Education
University of Connecticut   1999 — 2003

Dave Borah Dave Borah Greater Boston Area Details
Dave Borah's The Boston Company Asset Management, LLC Experience September 2013 - Present
Job PM, Sr Research Analyst at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   September 2013 - Present
Century Capital Management  January 2004 - August 2013
Pilgrim Baxter & Associates/Liberty Ridge Capital   2000 - 2004
Wellington Management  August 1998 - June 2000

Education
Cornell University - Johnson Graduate School of Management   1994 — 1996
MBA

Brown University   1988 — 1992
BA, History

Sean O'Neil Sean O'Neil Greater Boston Area Details
Sean O'Neil's The Boston Company Asset Management, LLC Experience 1991 - 1998
Job Managing Director at Clough Capital Partners, L.P.
Industry Financial Services
Experience
Clough Capital Partners, L.P.   March 2015 - Present
Fenwick Global Advisors   December 2009 - Present
Bank of New York Mellon  1991 - 2009
United States Navy  1976 - 2001
The Boston Company Asset Management, LLC   1991 - 1998
Trammell Crow Company  June 1984 - September 1991

Skills
Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Private Equity, Capital Markets, Securities, Investment Strategies, Emerging Markets, Investment Advisory, Wealth Management, Equity Research, Financial Services, Fund Of Funds, Investor Relations, Series 63, Venture Capital, Series 7, Bloomberg, Institutional..., Options, Trading, Financial Markets, Derivatives, Financial Advisory, Structured Products, ETFs, Hedging, Funding, Investment Banking, Equity Trading, Valuation, Private Placements, FINRA, Structured Finance, Equity Valuation, Pension Funds

Education
Harvard Business School   1982 — 1984
MBA

College of the Holy Cross
BA, Mathematics

Moses Brown School

Jennifer Cassedy Jennifer Cassedy Greater Boston Area Details
Jennifer Cassedy's The Boston Company Asset Management, LLC Experience November 1997 - Present
Job Chief Compliance Officer at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   November 1997 - Present

Skills
Securities, Hedge Funds, Alternative Investments, Asset Management, Securities Regulation, ERISA, Mutual Funds, Series 7

Education
Suffolk University Law School   1993 — 1996
JD, Law

Merrimack College   1989 — 1993
BA, Economics, Political Science

Marie Stewart Marie Stewart Dallas/Fort Worth Area Details
Marie Stewart's The Boston Company Asset Management, LLC Experience 1997 - 2006
Job CPA/ControllerInvestment Management industry
Industry Investment Management
Experience
Spring Hill Realty Partners   October 2011 - Present
Self-employed  2009 - 2012
AEGON USA Investment Management  December 2009 - June 2011
TA Associates Realty  May 2006 - August 2009
The Boston Company Asset Management, LLC   1997 - 2006

Skills
REIT, Financial Modeling, Mutual Funds, Microsoft Excel, Alternative Investments, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Corporate Finance, Bloomberg, Investments, Budgets, Due Diligence, Hedge Funds, Asset Managment, Internal Controls, Valuation, Strategic Planning, Financial Accounting, Portfolio Management, SEC filings, Strategic Financial..., Securities, Equities, Accounting, Mergers, Financial Services, US GAAP, Auditing, GAAP, Asset Management, Forecasting

Education
Bentley University   1977 — 1980
BS, Accountancy

Bill Rubin Bill Rubin Greater New York City Area Details
Bill Rubin's The Boston Company Asset Management, LLC Experience 2002 - 2008
Job Director, Senior Investment Analyst at BlackRock Inc.
Industry Investment Management
Experience
BlackRock Inc.  January 2011 - Present
Hovde Capital Advisors LLC   2009 - 2010
The Boston Company Asset Management, LLC   2002 - 2008
Keefe Managers Inc.   March 1999 - October 2001
Fidelity Investments  1993 - 1999

Skills
Equity Research

Education
Harvard Business School
Master of Business Administration (MBA)

Stanford University
Bachelor's Degree, Economics, and Political Science

Veronique Daphnis Veronique Daphnis Greater Boston Area Details
Veronique Daphnis's The Boston Company Asset Management, LLC Experience July 2015 - Present
Job The Boston Company
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   July 2015 - Present
The Boston Company Asset Management, LLC   August 2013 - July 2015
The Boston Company  June 2011 - July 2013
The Boston Company  June 2011 - August 2011
Bentley University  September 2007 - June 2011
The Boston Company  February 2011 - May 2011
The Bank of New York Mellon  June 2010 - January 2011

Skills
Microsoft Office Suite, FactSet, Asset Managment, Equities, PowerPoint, Microsoft Office, Outlook, Asset Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Access, Equity Research, Investments, Finance, Microsoft Excel, Data Analysis

Education
Bentley University   2007 — 2011
Economics-Finance

Jeffrey O'Shaughnessy Jeffrey O'Shaughnessy Hartford, Connecticut Area Details
Jeffrey O'Shaughnessy's The Boston Company Asset Management, LLC Experience 1993 - 1995
Job Senior Vice President Reinsurance Underwriting at Hartford Steam Boiler
Industry Insurance
Experience
Hartford Steam Boiler  January 2012 - Present
Hartford Steam Boiler  December 2002 - January 2012
RSA  1998 - 2002
AIG  1995 - 1998
The Boston Company Asset Management, LLC   1993 - 1995

Skills
Reinsurance, Property & Casualty..., Underwriting, Commercial Lines, Commercial Insurance, Casualty, Insurance, Legal Liability, General Insurance, Professional Liability, Liability, Claim, Brokers, D&O, Inland Marine, Excess, Employment Practices...

Education
Suffolk University Law School   1997 — 2000
J.D., Law

Boston College   1989 — 1993
B.A. History, History

Doug Frey Doug Frey Greater Boston Area Details
Doug Frey's The Boston Company Asset Management, LLC Experience 1978 - 1987
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments  2002 - 2009
MetLife  1998 - 2002
Vanguard  1990 - 1998
Fidelity Investments  1987 - 1990
The Boston Company Asset Management, LLC   1978 - 1987

Skills
Investments, Financial Services, Mutual Funds, Series 63, Equities, Fixed Income, 401k, Retirement, Financial Analysis, Hedge Funds, Strategic Financial..., Risk Management, Asset Allocation, Pensions, Business Analysis, Wealth Management, Retirement Planning

Education
University of Pennsylvania   1973 — 1978

Jessica Rochlin Jessica Rochlin Greater Boston Area Details
Jessica Rochlin's The Boston Company Asset Management, LLC Experience 2006 - November 2014
Job Client Relationship Management at GMO
Industry Financial Services
Experience
GMO  November 2014 - Present
The Boston Company Asset Management, LLC   2006 - November 2014

Education
St. Lawrence University   2002 — 2006
Bachelor of Science (B.S.), Psychology

MHS

MHS

MHS

Liam Hoare Liam Hoare Greater Boston Area Details
Liam Hoare's The Boston Company Asset Management, LLC Experience October 2013 - Present
Job Business Development Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   October 2013 - Present
MFS Investment Management  April 2012 - October 2013
The Chertoff Group  June 2011 - August 2011
MFS Investment Management  June 2010 - February 2011
MFS Investment Management  January 2010 - June 2010

Education
Merrimack College   2007 — 2012

Georgetown University   2011 — 2011
Semester in Washington

James Prentice James Prentice Greater Boston Area Details
James Prentice's The Boston Company Asset Management, LLC Experience November 2004 - May 2006
Job Financial Services Professional with Experience in Capital Markets Consulting, Business Analysis, Investment Operations
Industry Financial Services
Experience
STATE STREET CORPORATION  July 2014 - January 2015
Wipro Technologies  February 2011 - February 2014
Boston Company Asset Management, LLC   May 2006 - January 2009
The Boston Company  1991 - 2009
The Boston Company Asset Management, LLC   November 2004 - May 2006
The Boston Company Asset Management, LLC   September 2000 - November 2004
The Boston Company Asset Management, LLC   November 1995 - August 2001
The Boston Company Asset Management, LLC   June 1995 - November 1995
The Boston Company Asset Management, LLC   October 1991 - June 1995

Skills
Investments, Client Service, Fixed Income, Fund Accounting, Hedge Funds, Trading, Equities, Bloomberg, Mutual Funds, Financial Services, Management, Analysis, Asset Allocation, Settlement, Corporate Actions, Securities, Capital Markets, Derivatives, Asset Management, Client Services, Trading Systems, Financial Markets, Portfolio Management, Business Analysis, Finance, Alternative Investments, Process Improvement, Risk Management, SDLC, Middle Office

Education
University of South Florida - College of Business Administration
Accounting/Finance

Jeanne Hollett Jeanne Hollett Greater Boston Area Details
Jeanne Hollett's The Boston Company Asset Management, LLC Experience October 1998 - May 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
Property Management  2006 - Present
Boxborough Family Network   2010 - 2012
The Boston Company Asset Management, LLC   October 1998 - May 2004

Skills
Microsoft Excel, Microsoft Word, Quicken, Microsoft Office, Accounts Payable, Accounts Receivable, Invoicing, Customer Service, Office Management, Accounting

Education
Tufts University   1985 — 1989
BA Economics, Classics

University College London, U. of London
MA Museum Studies, Museum Studies

Harvard University Extension School
Certificate Museum Studies

Jennifer DiCarlo Jennifer DiCarlo Greater Boston Area Details
Jennifer DiCarlo's The Boston Company Asset Management, LLC Experience September 2001 - March 2005
Job Marketing Operations Manager at Cambridge Systematics
Industry Marketing and Advertising
Experience
Cambridge Systematics  July 2011 - Present
Cambridge Systematics  April 2009 - June 2011
Cambridge Systematics  November 2005 - March 2009
The Boston Company Asset Management, LLC   September 2001 - March 2005

Skills
Management, Project Management, Proposal Writing, Marketing, Leadership, Strategy, Strategic Planning, Program Management, Business Development, Marketing Communications, Technical Writing, Public Relations

Education
Smith College   1997 — 2001
BA

Paul Fabiano Paul Fabiano Greater Boston Area Details
Paul Fabiano's The Boston Company Asset Management, LLC Experience October 2006 - Present
Job Vice President at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   October 2006 - Present
State Street  July 2003 - October 2006
State Street  August 1997 - July 2003

Education
Roger Williams University   1993 — 1997
Business Administration

John C Dodd John C Dodd New York, New York Details
John C Dodd's The Boston Company Asset Management, LLC Experience September 1996 - October 2001
Job Principal, Head of Institutional Marketing at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies, LP   July 2010 - Present
Security Global Investors  February 2008 - July 2010
US Trust Asset Management   February 2006 - January 2008
Friess Associates, LLC   October 2001 - May 2005
The Boston Company Asset Management, LLC   September 1996 - October 2001
Fidelity Investments  March 1995 - September 1996
New England Investment Companies, LP (NEIC) -New England Investment Associates   February 1993 - April 1995
Goldman, Sachs & Co.   May 1986 - December 1990

Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Microsoft Excel, Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Marketing Strategy, Project Management, PowerPoint, Fixed Income, Risk Management

Education
Columbia Business School
(MBA), Finance

Dartmouth College
AB, English

Dan Trelles Dan Trelles Greater Boston Area Details
Dan Trelles's The Boston Company Asset Management, LLC Experience June 1998 - December 2013
Job Portfolio Operations for Transition
Industry Financial Services
Experience
State Street Global Markets  December 2013 - Present
The Boston Company Asset Management, LLC   June 1998 - December 2013

Skills
Equities, Bloomberg, Mutual Funds, Securities, Trading, Fixed Income, Asset Management, Investments, Investment Management

Education
Suffolk University   2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services

Hiram College   1991 — 1995
Bachelor's degree, Business Administration and Management, General

Shawn Hapanowicz Shawn Hapanowicz Avon, Ohio Details
Shawn Hapanowicz's The Boston Company Asset Management, LLC Experience 1994 - 2000
Job Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A.   April 2011 - Present
Wells Fargo Advisors  March 2009 - March 2011
Wells Fargo Advisors  November 2007 - February 2009
UBS  May 2003 - October 2007
UPS Capital  February 2002 - February 2003
UPS Capital  October 2000 - February 2002
The Boston Company Asset Management, LLC   1994 - 2000

Education
Loyola University Maryland
Master's degree, Finance, General

Ithaca College   1986 — 1990
Bachelor's degree, International Business

Chuck Silberstein Chuck Silberstein Greater New York City Area Details
Chuck Silberstein's The Boston Company Asset Management, LLC Experience January 2006 - December 2014
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management   January 2015 - Present
The Boston Company Asset Management, LLC   January 2006 - December 2014
Goldman Sachs  September 2000 - November 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java

Education
Columbia Business School   1998 — 2000
Master of Business Administration (MBA)

Albert Einstein College of Medicine of Yeshiva University   1991 — 1995
Doctor of Medicine (MD)

Joanna Weng Joanna Weng Greater Boston Area Details
Joanna Weng's The Boston Company Asset Management, LLC Experience June 2014 - August 2014
Job CFO at Harvard Smart Woman Securities
Industry Financial Services
Experience
Harvard Smart Woman Securities   September 2013 - Present
Harvard National Model United Nations  March 2014 - Present
Harvard China Care   January 2013 - Present
The Boston Company Asset Management, LLC   June 2014 - August 2014
RHB Banking Group   July 2013 - August 2013
Johnson & Johnson Medical China   June 2013 - July 2013
UW Health  July 2010 - December 2010

Skills
Microsoft Excel, PowerPoint, Stata, Java, Market Research, Cpr Certified, Music Theory, Organization, Bloomberg Terminal, Slide Decks, Event Planning, Financial Analysis, Business Development, Equity Research, Investment Management, Business Strategy, Healthcare Industry

Education
Harvard College   2012 — 2016
Bachelor of Arts (B.A.), Economics, Global Health and Health Policy

West High School   2008 — 2012

Rich Carney, CFA Rich Carney, CFA Greater Denver Area Details
Rich Carney, CFA's The Boston Company Asset Management, LLC Experience September 2007 - January 2009
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  March 2015 - Present
Gerlach, Way, Scarth & Associates   May 2014 - February 2015
Platte River Capital  June 2009 - November 2013
The Boston Company Asset Management, LLC   September 2007 - January 2009
Silvergate Capital Management   August 2004 - August 2007
Invesco US  January 2000 - June 2004
Fidelity Investments  January 1997 - January 2000
Lipper Analytical Services  May 1994 - January 1997

Education
Northeastern University   1998 — 2000
Master's degree, Finance, General

Rutgers University-New Brunswick   1988 — 1991
Bachelor of Arts (B.A.), Economics

William Jurik William Jurik Miami, Florida Details
William Jurik's The Boston Company Asset Management, LLC Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
The Boston Company Asset Management, LLC   2005 - 2013
Mellon Equity Associates  2000 - 2005
Mellon Bank  1994 - 2000
AkzoNobel  1989 - 1994
Aristech Chemicals   1985 - 1989

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

Education
Carnegie Mellon University - Tepper School of Business   1986 — 1989
Master of Business Administration (MBA)

Carnegie Mellon University   1981 — 1985
Bachelor of Science (BS), Chemical Engineering

Sean Favata Sean Favata Greater Boston Area Details
Sean Favata's The Boston Company Asset Management, LLC Experience October 2010 - Present
Job Portfolio Coordinator at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC   October 2010 - Present
The Boston Company Asset Management, LLC   November 2007 - October 2010
BNY Mellon  August 2004 - November 2007

Skills
Microsoft Office, Eze Castle, Bloomberg, Eagle PACE, Microsoft Excel, Microsoft Word, FactSet, Omgeo Oasys, FXall, Outlook

Education
Suffolk University   2007 — 2010
Master of Science (MS), Finance, 3.55 GPA

Southern New Hampshire University   1998 — 2001
Bachelor of Science (BS), Economics and Finance, 3.549 GPA

Similar Companies