The Boston Company Asset Management, LLC
Industry: Management services company
DescriptionHeadquarters: 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
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The Boston Company Asset Management, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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