The Boston Security Analysts Society

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The Boston Security Analysts Society Employees

Employee
Years
Job
Industry
Keith Roux Keith Roux Boston, Massachusetts Details
Keith Roux's The Boston Security Analysts Society Experience June 2012 - April 2013
Job Vice President Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Management  June 2014 - Present
Kellogg School of Management  June 2013 - June 2014
Century Capital Management  January 2011 - May 2013
One Village at a Time  October 2009 - May 2013
The Boston Security Analysts Society   June 2012 - April 2013
Silverwood Partners  December 2009 - January 2011
Silverwood Partners  February 2008 - December 2009
Meketa Investment Group  May 2007 - January 2008

Skills
Private Equity, Financial Modeling, Financial Services, Financial Analysis, LBO, Investment Banking, Acquisitions, Mergers & Acquisitions, Growth Capital, Due Diligence, Investments, Venture Capital, Portfolio Management

Education
Northwestern University - Kellogg School of Management   2013 — 2014
Master of Business Administration, Finance and Management & Organizations

Bentley University
B.S. Summa Cum Laude, Economics and Finance

Royal Melbourne Institute of Technology
Program Abroad, Economics

Xaverian Brothers High School

Stephanie Field Stephanie Field Greater Boston Area Details
Stephanie Field's The Boston Security Analysts Society Experience July 2013 - Present
Job Managing Director, Learning and Operations at The Boston Security Analysts Society
Industry Financial Services
Experience
The Boston Security Analysts Society   July 2013 - Present
The Boston Security Analysts Society   2007 - June 2013
The Boston Security Analysts Society   1998 - 2007
Real Estate Finance Association   July 1996 - July 1998
Guild Associates   August 1994 - July 1996

Skills
Strategy, Strategic Planning, Nonprofits, Program Management

Education
Bryant University   1990 — 1994
Bachelor of Business Administration (BBA), Marketing

Brian Basiliere CFA, CAIA Brian Basiliere CFA, CAIA Greater Boston Area Details
Brian Basiliere CFA, CAIA's The Boston Security Analysts Society Experience August 2014 - Present
Job Senior Investment Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates   December 2014 - Present
The Boston Security Analysts Society   August 2014 - Present
The Boston Security Analysts Society   August 2014 - Present
Prime, Buchholz & Associates   2012 - Present
Prime, Buchholz & Associates   January 2014 - Present
Prime, Buchholz & Associates   January 2013 - December 2013
Morgan Stanley  2007 - 2012

Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments

Education
Bryant University   2003 — 2007
BSBA/BS, Finanace/Applied Economics

Bond University   2006 — 2006

Brian Eddy, MBA, CFA, CFP® Brian Eddy, MBA, CFA, CFP® Greater Boston Area Details
Brian Eddy, MBA, CFA, CFP®'s The Boston Security Analysts Society Experience August 2015 - Present
Job CoChair: Private Wealth SubCommittee at The Boston Security Analysts Society
Industry Financial Services
Experience
The Boston Security Analysts Society   August 2015 - Present
Eddy Company, LLC   May 2014 - Present
Essex County Estate Planning Council   May 2013 - Present
Gordon College  August 2013 - May 2015
Cape Ann Savings Bank  June 2008 - May 2014
U.S. Trust Company   March 2001 - March 2006
CDC Ixis Asset Management  January 2000 - March 2001

Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory

Education
Boston University Questrom School of Business   2005 — 2007
MBA, Finance

Gordon College   1995 — 1999
BS

Damon Barglow CFA, CFP® Damon Barglow CFA, CFP® Greater Boston Area Details
Damon Barglow CFA, CFP®'s The Boston Security Analysts Society Experience 2007 - 2012
Job Senior Portfolio Manager at Rockland Trust with expertise in asset allocation, investments and relationship management
Industry Investment Management
Experience
Rockland Trust  September 2012 - Present
Eastern Wealth Management   February 2003 - March 2012
The Boston Security Analysts Society   2007 - 2012
Middleton & Company   October 1998 - January 2003
Vector Securities  1997 - 1998
Shorebank Corporation  1993 - 1996

Skills
Healthcare stock..., Industrial stock..., Portfolio Management, Socially Responsible..., Hedge Funds, Asset Allocation, Investment Advisory, Equities, Wealth Management..., Investments, Equity Research, Investment Management, Risk Management, Certified Financial..., Alternative Investments, Investment Strategies, Fixed Income, Securities, Wealth Management, Asset Management, Financial Risk

Education
Northwestern University - Kellogg School of Management   1992 — 1995
Masters in Management, Finance

Ron D'Vari Ron D'Vari New York, New York Details
Ron D'Vari's The Boston Security Analysts Society Experience September 2001 - December 2004
Job Chair of Education Committee at PRMIA Professional Risk Managers' International Association
Industry Investment Management
Experience
PRMIA - Professional Risk Managers' International Association  August 2015 - Present
NewOak Asset Management   July 2008 - Present
NewOak Capital  August 2008 - Present
Tufts University, The Fletcher School   October 2012 - Present
EdgeMAC  February 2008 - January 2009
BlackRock  January 2005 - July 2008
BlackRock (Previously State Street Research and Management acquired by BlackRock in 2005)   July 1994 - February 2005
Brandeis University School of International Business   September 1997 - January 2005
The Boston Security Analysts Society   September 2001 - December 2004
Harvard University Extension School  September 2001 - June 2003

Skills
Financial Economics, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Portfolio Optimization, Asset Liabiltity..., Credit Portfolio..., Fixed Income, Credit Analysis, Credit Risk, Structured Finance, Residential Mortgages, Commercial Mortgages, Credit Derivatives, Derivatives, Complex Securities, Project Finance, Asset Based Lending, Due Diligence, Valuation, Securities Litigation, Commercial Litigation, Complex Litigation, Governance, Policy, IT Strategy, Program Management, Asset, Finance, Capital Markets, Trading, Private Equity, Asset Managment, Mergers & Acquisitions, Securities, Investments, Restructuring, Equities, Hedge Funds, Financial Advisory, Emerging Markets, Investment Banking, Bonds, Credit, Banking, Structured Products, Financial Markets, Investment Strategies, Financial Structuring

Education
UCLA Anderson School of Management   1991 — 1993
MBA, Finance

University of California, Los Angeles   1982 — 1985
Ph.D., Engineering and Applied Science

University of California, Los Angeles   1976 — 1982
B.S., M.S., Engineering Degree, Engineering and Applied Science

University of Southern California   1975 — 1976
Mehcanical Engineering

Sharif University of Technology   1974 — 1975
Mechanical Engineering

Amy Pepe Amy Pepe Greater Boston Area Details
Amy Pepe's The Boston Security Analysts Society Experience June 2013 - Present
Job Membership Outreach Manager at The Boston Security Analysts Society
Industry Nonprofit Organization Management
Experience
The Boston Security Analysts Society   June 2013 - Present

Skills
Strategic Planning, Community Outreach, Volunteer Management, Committees, Program Development, Event Management, Project Management

Education
Bridgewater State College   2005 — 2008
BS

University of Denver   2001 — 2003

Moe Dewar, CMP Moe Dewar, CMP Boston, Massachusetts Details
Moe Dewar, CMP's The Boston Security Analysts Society Experience July 2014 - Present
Job Events Manager at Boston Security Analysts Society
Industry Events Services
Experience
The Boston Security Analysts Society   July 2014 - Present
Brooklyn Boulders Somerville  June 2013 - July 2014
Linden Ponds  January 2012 - January 2013
Linden Ponds  December 2008 - October 2011
Rafanelli Events  September 2008 - December 2008

Skills
Event Management, Scheduling, Event Planning, Outlook, Social Media, Social Media Marketing, PowerPoint, Marketing, Fundraising, Microsoft Office, Microsoft Excel, Public Relations, Customer Service, Microsoft Word, Facebook, Marketing Communications, Budgets, Corporate Events, Advertising, Editing, Sales, Salesforce.com, Management, Community Outreach, Time Management, Leadership, Program Development, CRM, Customer Satisfaction, Social Networking, Project Planning, Team Building

Education
University of Massachusetts, Amherst   2004 — 2008
Bachelor of Arts

Norwell High School   2000 — 2004

Victor Soto, Jr., CFA, FRM, CAIA Victor Soto, Jr., CFA, FRM, CAIA Dallas, Texas Details
Victor Soto, Jr., CFA, FRM, CAIA's The Boston Security Analysts Society Experience September 2008 - March 2011
Job Portfolio Manager at 1st Global
Industry Investment Management
Experience
1st Global  July 2013 - Present
First Command Financial Services  November 2011 - June 2013
MetLife  September 2008 - November 2011
The Boston Security Analysts Society   September 2008 - March 2011
Brandeis University  January 2008 - July 2008
Bryant University  May 2003 - July 2008
Brown University  June 2004 - July 2007
Stonehill College  September 2003 - July 2007
Stalla CFA Review (acquired by Kaplan Schweser)   June 2004 - March 2007
Bentley University  January 2004 - June 2004

Skills
VBA Programming, Due Diligence, Alternative Investments, Fixed Income, Quantitative Analytics, Desktop Application..., Bloomberg, Technical Content..., Non-Gaussian Risk..., FactSet, Callan Database, PerTrac, Series 7, Series 66, Series 6, Morningstar Direct..., Portfolio Management

Education
Bryant University   2001 — 2003
MBA, Finance

Bryant University   1996 — 2000
BS, Finance

Dan Clare Dan Clare Greater Boston Area Details
Dan Clare's The Boston Security Analysts Society Experience 2006 - 2007
Job Application Architect at Federal Home Loan Bank of Boston
Industry Financial Services
Experience
Federal Home Loan Bank of Boston  August 2008 - Present
ITG  2007 - 2008
The Boston Security Analysts Society   2006 - 2007
The Boston Security Analysts Society   2006 - 2007
The Boston Security Analysts Society   2006 - 2007
Upstream Technologies  2005 - 2007
Isis Financial Systems   2004 - 2005
HTI Voice Solutions  2003 - 2004
TELCO SYSTEMS  2000 - 2002
Computer Associates, Inc  1998 - 2000

Skills
Fixed Income, Agile Methodologies, SDLC, .NET, C#, Software Development, SQL, Java, Software Project..., Architecture, Visio, Sybase, Business Analysis, Process Improvement, ASP.NET, XML, Web Services, Vendor Management, Unix, SharePoint, UML, Scrum, SOA, Requirements Analysis, Oracle, Microsoft SQL Server, Linux, Integration, ITIL, IT Strategy, IT Management, Enterprise Architecture, ETL, Design Patterns, Databases, Cloud Computing, Agile Project Management, ALM

Education
Lafayette Elementary School

Lafayette Elementary School

Suffolk University - Sawyer School of Management   2011 — 2015
Master of Science (M.S.), Accounting and Finance, 3.5

Northeastern University   1998 — 2000
Lecturer, College of Engineering

Boston University   1992 — 1997
Master of Science (M.S.), Electrical Engineering

Northeastern University   1995 — 1996
Certificate, State-of-the-Art Program

Boston College   1983 — 1987
Bachelor of Arts (B.A.), Mathematics