The Kenmar Group
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The Kenmar Group Employees
Employee
Years
Job
Industry
Joe Flaherty Joe Flaherty's The Kenmar Group Experience January 2013 - May 2013
Job
Industry Law Practice
Experience
The Kenmar Group January 2013 - May 2013
Northeast Community Bank February 2011 - August 2011
Task Management February 2010 - February 2011
PRWT Services, Inc. February 2008 - July 2009
Affiliated Computer Services June 2003 - August 2007
Skills
Business Analysis, Project Management, Management, CRM, Customer Service, Strategic Planning, Data Analysis, Process Improvement, Recruiting, Vendor Management, Team Building, Microsoft Office, Program Management, Analysis, Microsoft Excel, PowerPoint, Access, Leadership, Change Management, Performance Management, Team Leadership, Contract Negotiation, Sales, Account Management, Human Resources, Social Media, Public Speaking, Employee Relations
Education
Pace University School of Law 2010 — 2013
Juris Doctor, Cum Laude
Hartwick College 2003 — 2007
Business Administration
The Kenmar Group January 2013 - May 2013
Northeast Community Bank February 2011 - August 2011
Task Management February 2010 - February 2011
PRWT Services, Inc. February 2008 - July 2009
Affiliated Computer Services June 2003 - August 2007
Skills
Business Analysis, Project Management, Management, CRM, Customer Service, Strategic Planning, Data Analysis, Process Improvement, Recruiting, Vendor Management, Team Building, Microsoft Office, Program Management, Analysis, Microsoft Excel, PowerPoint, Access, Leadership, Change Management, Performance Management, Team Leadership, Contract Negotiation, Sales, Account Management, Human Resources, Social Media, Public Speaking, Employee Relations
Education
Pace University School of Law 2010 — 2013
Juris Doctor, Cum Laude
Hartwick College 2003 — 2007
Business Administration
Justin Patrick Lofaro Justin Patrick Lofaro's The Kenmar Group Experience August 2007 - March 2014
Job Annuity Sales, Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
iBV Management, LLC October 2014 - Present
The Kenmar Group August 2007 - March 2014
Tremont Capital Management August 2004 - August 2007
GE Capital December 2003 - August 2004
Contrarian Capital Management April 2002 - December 2003
XL Group January 2001 - January 2002
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Managed Futures, Commodity, Institutional Sales, New Business Development, Financial Services, Mutual Funds, Asset Allocation, Sales Management, Series 7, Global Macro, Bloomberg, Public Speaking, Competitive Analysis, Marketing Strategy, Family Office, Endowments, Foundations, Relationship Management, Fixed Income, Networking, Presentations, Private Banking, RIAs, Product Management, Pension Funds, Consulting, Variable Annuities, Fixed Annuities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance & Accounting
University of Miami
Aerospace, Aeronautical and Astronautical Engineering
Morgan Stanley July 2015 - Present
iBV Management, LLC October 2014 - Present
The Kenmar Group August 2007 - March 2014
Tremont Capital Management August 2004 - August 2007
GE Capital December 2003 - August 2004
Contrarian Capital Management April 2002 - December 2003
XL Group January 2001 - January 2002
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Managed Futures, Commodity, Institutional Sales, New Business Development, Financial Services, Mutual Funds, Asset Allocation, Sales Management, Series 7, Global Macro, Bloomberg, Public Speaking, Competitive Analysis, Marketing Strategy, Family Office, Endowments, Foundations, Relationship Management, Fixed Income, Networking, Presentations, Private Banking, RIAs, Product Management, Pension Funds, Consulting, Variable Annuities, Fixed Annuities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance & Accounting
University of Miami
Aerospace, Aeronautical and Astronautical Engineering
Hina Joshi, Esq. Hina Joshi, Esq.'s The Kenmar Group Experience June 2011 - May 2012
Job Legal and Compliance at Aksia
Industry Law Practice
Experience
Aksia December 2013 - Present
Constellation Investment Consulting Corp. September 2012 - November 2013
The Kenmar Group June 2011 - May 2012
Pace University School of Law January 2011 - December 2011
New York State Unified Court System June 2010 - July 2010
The College of New Jersey March 2008 - June 2008
Education
Pace University School of Law 2009 — 2012
J.D. (Cum Laude)
The College of New Jersey 2005 — 2009
BS, Finance
Aksia December 2013 - Present
Constellation Investment Consulting Corp. September 2012 - November 2013
The Kenmar Group June 2011 - May 2012
Pace University School of Law January 2011 - December 2011
New York State Unified Court System June 2010 - July 2010
The College of New Jersey March 2008 - June 2008
Education
Pace University School of Law 2009 — 2012
J.D. (Cum Laude)
The College of New Jersey 2005 — 2009
BS, Finance
Jonathon Papsin Jonathon Papsin's The Kenmar Group Experience September 2004 - February 2006
Job Broker Associate, Denver Rental Specialist
Industry Real Estate
Experience
Colorado & Company Real Estate August 2015 - Present
LIV Sotheby’s International Realty April 2015 - August 2015
Tower One Real Estate September 2013 - April 2015
Manhattan Advisers January 2013 - January 2014
KP Realty Group LLC February 2006 - March 2012
66 Main 2008 - 2008
66 Main 2008 - 2008
The Kenmar Group September 2004 - February 2006
IQ Venture Advisors June 2004 - October 2004
Education
Concordia College-New York 2000 — 2004
Bachelor of Business Administration (BBA)
New York Real Estate Institute 2004 — 2004
Licensed Real Estate Agent, Property Management Certificate, Real Estate
Armbrust Real Estate Institute 2012 — 2012
Licensed Real Estate Broker, Real Estate
Colorado & Company Real Estate August 2015 - Present
LIV Sotheby’s International Realty April 2015 - August 2015
Tower One Real Estate September 2013 - April 2015
Manhattan Advisers January 2013 - January 2014
KP Realty Group LLC February 2006 - March 2012
66 Main 2008 - 2008
66 Main 2008 - 2008
The Kenmar Group September 2004 - February 2006
IQ Venture Advisors June 2004 - October 2004
Education
Concordia College-New York 2000 — 2004
Bachelor of Business Administration (BBA)
New York Real Estate Institute 2004 — 2004
Licensed Real Estate Agent, Property Management Certificate, Real Estate
Armbrust Real Estate Institute 2012 — 2012
Licensed Real Estate Broker, Real Estate
Catherine Barone's The Kenmar Group Experience 2007 - 2013
Job Research | Investor Relations | Operations
Industry Financial Services
Experience
Hudson Bay Capital Management LP 2015 - Present
SAC Capital Advisors 2014 - 2015
The Kenmar Group 2007 - 2013
Paloma Partners Management Company 2003 - 2006
Paloma Partners Management Company 2003 - 2003
Paloma Partners Management Company 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Fund Of Funds, Investments, Asset Allocation, Investor Relations, Cash Management, Liquidity, MS Office, Red Alerts, PerTrac Enerprise 7.2, SharePoint, ProTrack International
Education
Tulane University
Bachelor of Science (BS), Finance and Management
Hudson Bay Capital Management LP 2015 - Present
SAC Capital Advisors 2014 - 2015
The Kenmar Group 2007 - 2013
Paloma Partners Management Company 2003 - 2006
Paloma Partners Management Company 2003 - 2003
Paloma Partners Management Company 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Fund Of Funds, Investments, Asset Allocation, Investor Relations, Cash Management, Liquidity, MS Office, Red Alerts, PerTrac Enerprise 7.2, SharePoint, ProTrack International
Education
Tulane University
Bachelor of Science (BS), Finance and Management
David Purich David Purich's The Kenmar Group Experience 2007 - 2010
Job Investment Accounting Manager | CPA, CFA, Wharton MBA | Accounting Closes • Financial Statements • SOX Compliance
Industry Financial Services
Experience
Independent Instructor 2011 - 2015
The Kenmar Group 2007 - 2010
The Permal Group 2004 - 2007
SS&C GlobeOp 2002 - 2004
Ernst & Young 1995 - 2000
Skills
Daily Performance..., Monthly Fund Accounting..., GAAP Financial..., 10Q/10K Public Filings, Sarbanes-Oxley Act, Fund Audits, IT Projects, Financial Reporting, Consolidated Financial..., IFRS Financial..., Financial Statement..., FASB 157 / 161..., Project Management, Staff Management, Staff Training, Accounting Checklists, Excel Templates, PowerPoint Presentations, Client Relationship..., Fund Operations, Hedge Funds, Hedge Fund of Funds, Commodity Trading..., Separately Managed..., Mutual Funds, Private Equity Funds, Private Equity Fund of..., Broker Dealers, Equities, Bonds, Futures, Forwards, CFDs (Contracts for..., Options, Repos, Reverse Repos, Internal Controls, Narratives, Control Matrix, Review Procedures, Procedures Manuals, Trade Manual, Credit Facilities, P&L Analysis, Cash Reconciliations, Position Reconciliations, Investment Pricing, Incentive Fee..., Due Diligence, Investment...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Hofstra University 1991 — 1995
BBA, Accounting
Queens College
2011 - 2014 Post-Baccalaureate Initial Certificate in Secondary Mathematics (Grades 7 - 12), Secondary Education and Teaching- Mathematics, Education GPA: 3.9; Mathematics GPA: 3.8
Independent Instructor 2011 - 2015
The Kenmar Group 2007 - 2010
The Permal Group 2004 - 2007
SS&C GlobeOp 2002 - 2004
Ernst & Young 1995 - 2000
Skills
Daily Performance..., Monthly Fund Accounting..., GAAP Financial..., 10Q/10K Public Filings, Sarbanes-Oxley Act, Fund Audits, IT Projects, Financial Reporting, Consolidated Financial..., IFRS Financial..., Financial Statement..., FASB 157 / 161..., Project Management, Staff Management, Staff Training, Accounting Checklists, Excel Templates, PowerPoint Presentations, Client Relationship..., Fund Operations, Hedge Funds, Hedge Fund of Funds, Commodity Trading..., Separately Managed..., Mutual Funds, Private Equity Funds, Private Equity Fund of..., Broker Dealers, Equities, Bonds, Futures, Forwards, CFDs (Contracts for..., Options, Repos, Reverse Repos, Internal Controls, Narratives, Control Matrix, Review Procedures, Procedures Manuals, Trade Manual, Credit Facilities, P&L Analysis, Cash Reconciliations, Position Reconciliations, Investment Pricing, Incentive Fee..., Due Diligence, Investment...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Hofstra University 1991 — 1995
BBA, Accounting
Queens College
2011 - 2014 Post-Baccalaureate Initial Certificate in Secondary Mathematics (Grades 7 - 12), Secondary Education and Teaching- Mathematics, Education GPA: 3.9; Mathematics GPA: 3.8
Stephanie M. Gambino's The Kenmar Group Experience September 2007 - October 2011
Job Marketing Project Manager at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions March 2012 - Present
The Kenmar Group September 2007 - October 2011
Rye Investment Management (division of Tremont Group Holdings, Inc.) April 2006 - September 2007
Informa Investment Solutions November 2004 - March 2006
Manulife Financial April 1999 - April 2003
Skills
Investments, CRM, Management, Portfolio Management, Investor Relations, Asset Allocation, Financial Services, Asset Management, Investment Management, Mutual Funds, Marketing Communications, Fixed Income, Separately Managed..., Equities, Alternative Investments, Product Management, Securities, Hedge Funds, Marketing Management, Business Development, Project Management, Email Marketing, Salesforce.com, Strategic Planning, RFP, Asset Managment, Social Media Marketing, Conference Coordination, New Business Development, Fund Of Funds, Market Research, Marketing, Managed Futures, Strategy, Finance, Social Media
Education
Purchase College, SUNY 1990 — 1994
BA, Art History
Informa Investment Solutions March 2012 - Present
The Kenmar Group September 2007 - October 2011
Rye Investment Management (division of Tremont Group Holdings, Inc.) April 2006 - September 2007
Informa Investment Solutions November 2004 - March 2006
Manulife Financial April 1999 - April 2003
Skills
Investments, CRM, Management, Portfolio Management, Investor Relations, Asset Allocation, Financial Services, Asset Management, Investment Management, Mutual Funds, Marketing Communications, Fixed Income, Separately Managed..., Equities, Alternative Investments, Product Management, Securities, Hedge Funds, Marketing Management, Business Development, Project Management, Email Marketing, Salesforce.com, Strategic Planning, RFP, Asset Managment, Social Media Marketing, Conference Coordination, New Business Development, Fund Of Funds, Market Research, Marketing, Managed Futures, Strategy, Finance, Social Media
Education
Purchase College, SUNY 1990 — 1994
BA, Art History
Ashleigh Hebert Ashleigh Hebert's The Kenmar Group Experience June 2012 - August 2012
Job Tax Associate at Baker & McKenzie; Tax LL.M. Candidate at NYU
Industry Law Practice
Experience
Baker & McKenzie October 2013 - Present
Herskovits PLLC July 2012 - February 2013
The Benjamin N. Cardozo School of Law- Tax Clinic August 2012 - December 2012
The Kenmar Group June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
Pennsylvania Supreme Court May 2011 - August 2011
United Nations Association of Rochester August 2009 - December 2009
Legal Aid Society of Rochester May 2009 - August 2009
Livingston County Family Court August 2007 - August 2009
Skills
Corporate Law, Tax, Legal Research, Tax Law, Policy, Legal Writing
Education
New York University School of Law 2013 — 2016
Master of Laws (LLM), Tax Law/Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Doctor of Law (J.D.), Taxation, Magna Cum Laude
Pennsylvania State University, The Dickinson School of Law 2010 — 2011
State University of New York College at Geneseo 2006 — 2010
Bachelor's degree, International Relations and Spanish, Summa Cum Laude
Universidad Nacional de Costa Rica 2008 — 2008
Spanish
Baker & McKenzie October 2013 - Present
Herskovits PLLC July 2012 - February 2013
The Benjamin N. Cardozo School of Law- Tax Clinic August 2012 - December 2012
The Kenmar Group June 2012 - August 2012
Mintz & Fraade, P.C. January 2012 - May 2012
Pennsylvania Supreme Court May 2011 - August 2011
United Nations Association of Rochester August 2009 - December 2009
Legal Aid Society of Rochester May 2009 - August 2009
Livingston County Family Court August 2007 - August 2009
Skills
Corporate Law, Tax, Legal Research, Tax Law, Policy, Legal Writing
Education
New York University School of Law 2013 — 2016
Master of Laws (LLM), Tax Law/Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Doctor of Law (J.D.), Taxation, Magna Cum Laude
Pennsylvania State University, The Dickinson School of Law 2010 — 2011
State University of New York College at Geneseo 2006 — 2010
Bachelor's degree, International Relations and Spanish, Summa Cum Laude
Universidad Nacional de Costa Rica 2008 — 2008
Spanish
Jennifer Perrotta Jennifer Perrotta's The Kenmar Group Experience May 2010 - December 2011
Job Retail Trade Spend Analyst at PepsiCo
Industry Accounting
Experience
PepsiCo October 2013 - Present
Wereldhave Management USA December 2011 - May 2013
The Kenmar Group May 2010 - December 2011
Skills
Accruals, ADP Payroll, Accounts Payable, Journal Entries, Bank Reconciliation, Microsoft Excel, Microsoft Office, Property Management
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
PepsiCo October 2013 - Present
Wereldhave Management USA December 2011 - May 2013
The Kenmar Group May 2010 - December 2011
Skills
Accruals, ADP Payroll, Accounts Payable, Journal Entries, Bank Reconciliation, Microsoft Excel, Microsoft Office, Property Management
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Lisa Roitman's The Kenmar Group Experience March 2011 - September 2013
Job General Counsel at Litespeed Partners
Industry Capital Markets
Experience
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Alison Schwab's The Kenmar Group Experience May 2011 - May 2012
Job Head of Business Development & Investor Relations, Gapstow Capital Partners
Industry Investment Management
Experience
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Gapstow Capital Partners May 2012 - Present
The Kenmar Group May 2011 - May 2012
Financial Risk Management (FRM Americas LLC) 2008 - May 2011
Private Advisors, LLC 2004 - 2008
Wachovia Securities 2002 - 2004
Alpha Investment Management 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Private Equity, Investor Relations, New Business Development
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
William & Mary 1996 — 2000
Bachelor of Arts (B.A.)
The Collegiate School 1991 — 1996
Maureen Howley, CPA's The Kenmar Group Experience July 2003 - August 2012
Job Chief Financial Officer at Andalusian Capital Partners, LP
Industry Financial Services
Experience
Andalusian Capital Partners LP January 2013 - Present
The Kenmar Group July 2003 - August 2012
Andor Capital Management 2001 - 2003
John W. Henry & Co. September 1996 - July 2001
Deloitte & Touche 1989 - 1996
Skills
Accounting, Corporate Finance, Financial Analysis, Cash Management, Budget Reconciliation, Operational Due..., Acquisition Integration, Due Diligence, Financial Reporting, Internal Controls, Human Resources, Benefits Negotiation, Strategic Financial..., Expense Management, Financial Accounting, Cash Flow, Employee Benefits, Strategic Planning, Budget Process, Operating Budgets, Department Budgeting, Employment Law, Employment Law..., Vendor Management, Vendor Relationships, SOX 404, SOX Compliancy, Working Capital..., Employee Handbooks, Benefits Design, Benefits Analysis, Financial Audits, Benefits Administration, Corporate Benefits, Profitability Tracking, Expense Allocation, Corporate Tax, Restructuring, Forecasting, Financial Forecasting, Cash Flow Forecasting, Revenue Forecasting, Revenue Modeling, Best Practices
Education
Muhlenberg College 1985 — 1989
Bachelor of Arts (B.A.), Accounting
Andalusian Capital Partners LP January 2013 - Present
The Kenmar Group July 2003 - August 2012
Andor Capital Management 2001 - 2003
John W. Henry & Co. September 1996 - July 2001
Deloitte & Touche 1989 - 1996
Skills
Accounting, Corporate Finance, Financial Analysis, Cash Management, Budget Reconciliation, Operational Due..., Acquisition Integration, Due Diligence, Financial Reporting, Internal Controls, Human Resources, Benefits Negotiation, Strategic Financial..., Expense Management, Financial Accounting, Cash Flow, Employee Benefits, Strategic Planning, Budget Process, Operating Budgets, Department Budgeting, Employment Law, Employment Law..., Vendor Management, Vendor Relationships, SOX 404, SOX Compliancy, Working Capital..., Employee Handbooks, Benefits Design, Benefits Analysis, Financial Audits, Benefits Administration, Corporate Benefits, Profitability Tracking, Expense Allocation, Corporate Tax, Restructuring, Forecasting, Financial Forecasting, Cash Flow Forecasting, Revenue Forecasting, Revenue Modeling, Best Practices
Education
Muhlenberg College 1985 — 1989
Bachelor of Arts (B.A.), Accounting
Braxton Glasgow III's The Kenmar Group Experience May 2001 - June 2012
Job Managing Partner at Glasgow Music, LLC
Industry Financial Services
Experience
Glasgow Music, LLC March 2014 - Present
The Kenmar Group May 2001 - June 2012
Chesapeake Capital Corporation May 1994 - March 2001
Signet Investment Banking Company September 1986 - December 1989
O'Brien Operating Company May 1980 - August 1986
Seidman & Seidman October 1978 - May 1980
Price Waterhouse & Co. September 1975 - August 1978
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Managed Futures, Investor Relations, Asset Managment, Commodity, Series 7, Private Equity, Investments, Asset Allocation, Investment Strategies, Operational Due..., Structured Products, Portfolio Management, Investment Advisory, Institutional Investors, Equities, Mutual Funds, Private Placements
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1975
Bachelor of Science (BS), Accounting
Glasgow Music, LLC March 2014 - Present
The Kenmar Group May 2001 - June 2012
Chesapeake Capital Corporation May 1994 - March 2001
Signet Investment Banking Company September 1986 - December 1989
O'Brien Operating Company May 1980 - August 1986
Seidman & Seidman October 1978 - May 1980
Price Waterhouse & Co. September 1975 - August 1978
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Managed Futures, Investor Relations, Asset Managment, Commodity, Series 7, Private Equity, Investments, Asset Allocation, Investment Strategies, Operational Due..., Structured Products, Portfolio Management, Investment Advisory, Institutional Investors, Equities, Mutual Funds, Private Placements
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1975
Bachelor of Science (BS), Accounting
Jennifer Moros's The Kenmar Group Experience 2007 - 2011
Job VP, Head of Asset Management Product Marketing at TIAACREF at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Independent Strategy and Marketing Consultant 2011 - May 2014
The Kenmar Group 2007 - 2011
Start Up Hedge Fund 2004 - 2005
Credit Suisse 2000 - 2004
Zweig-DiMenna Associates 1998 - 2000
Symphony Asset Management 1997 - 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Private Equity, Portfolio Management, Investor Relations, Investments, Strategy, Asset Allocation, Financial Services, Series 7, Fixed Income, FINRA, Capital Markets, Due Diligence, Venture Capital, Mutual Funds, Equity Research, Derivatives, Investment Management, Bloomberg, Investment Strategies, Financial Risk, Funding, Commodity, Securities, Options, Finance, Institutional..., Bonds, Emerging Markets, ETFs, Series 63, Start-ups, Financial Structuring, Asset Managment, Series 24
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Pennsylvania - The Wharton School
BS Economics, Marketing and Finance, cum laude
TIAA-CREF June 2014 - Present
Independent Strategy and Marketing Consultant 2011 - May 2014
The Kenmar Group 2007 - 2011
Start Up Hedge Fund 2004 - 2005
Credit Suisse 2000 - 2004
Zweig-DiMenna Associates 1998 - 2000
Symphony Asset Management 1997 - 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Private Equity, Portfolio Management, Investor Relations, Investments, Strategy, Asset Allocation, Financial Services, Series 7, Fixed Income, FINRA, Capital Markets, Due Diligence, Venture Capital, Mutual Funds, Equity Research, Derivatives, Investment Management, Bloomberg, Investment Strategies, Financial Risk, Funding, Commodity, Securities, Options, Finance, Institutional..., Bonds, Emerging Markets, ETFs, Series 63, Start-ups, Financial Structuring, Asset Managment, Series 24
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Pennsylvania - The Wharton School
BS Economics, Marketing and Finance, cum laude
Katharyn Millo's The Kenmar Group Experience July 2002 - May 2009
Job Fund Accountant at Archetype Risk Advisors
Industry Accounting
Experience
Archetype Risk Advisors December 2012 - Present
Manhattan Modern Management, Inc. January 2012 - Present
The Kenmar Group July 2002 - May 2009
John W. Henry & Company, Inc October 1993 - December 2000
Skills
Analysis, Auditing, Corporate Finance, Fund Accounting, Investments, Account Reconciliation, Accounting, Internal Audit, Cash Flow, Valuation, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Securities, Financial Reporting, Bloomberg, Fund Of Funds, Asset Allocation, Budgets, Financial Statements
Education
Sacred Heart University 2012 — 2012
Accounting
Sacred Heart University 1984 — 1988
Bachelor's degree, Finance
Archetype Risk Advisors December 2012 - Present
Manhattan Modern Management, Inc. January 2012 - Present
The Kenmar Group July 2002 - May 2009
John W. Henry & Company, Inc October 1993 - December 2000
Skills
Analysis, Auditing, Corporate Finance, Fund Accounting, Investments, Account Reconciliation, Accounting, Internal Audit, Cash Flow, Valuation, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Securities, Financial Reporting, Bloomberg, Fund Of Funds, Asset Allocation, Budgets, Financial Statements
Education
Sacred Heart University 2012 — 2012
Accounting
Sacred Heart University 1984 — 1988
Bachelor's degree, Finance
Connor Grant's The Kenmar Group Experience July 2007 - August 2010
Job Senior Manager at McLagan
Industry Management Consulting
Christopher Hannon's The Kenmar Group Experience 2005 - 2006
Job Head of US Institutional Marketing and Investor Relations at Lombard Odier Asset Management
Industry Investment Management
Experience
Lombard Odier Asset Management February 2012 - Present
GAM USA 2006 - February 2012
The Kenmar Group 2005 - 2006
Gartmore Riverview 2003 - 2005
Bear Stearns Asset Management 1998 - 2002
Hyperion Capital Management 1992 - 1998
Skills
Alternative Investments, Investor Relations, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Financial Services, Series 24, Institutional Sales, Series 63, Mutual Funds, ETFs, Institutional
Education
The University of Connecticut School of Business
MBA
University of Rhode Island
BS, Business Administration
Lombard Odier Asset Management February 2012 - Present
GAM USA 2006 - February 2012
The Kenmar Group 2005 - 2006
Gartmore Riverview 2003 - 2005
Bear Stearns Asset Management 1998 - 2002
Hyperion Capital Management 1992 - 1998
Skills
Alternative Investments, Investor Relations, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Financial Services, Series 24, Institutional Sales, Series 63, Mutual Funds, ETFs, Institutional
Education
The University of Connecticut School of Business
MBA
University of Rhode Island
BS, Business Administration
Atinder Jaggi's The Kenmar Group Experience April 2008 - Present
Job Fund Administration and Accounting at The Kenmar Olympia Group
Industry Financial Services
Experience
The Kenmar Group April 2008 - Present
Skills
Alternative Investments, Equities, Fund Of Funds, Fund Administration, Fund Accounting, Allocations, CTAs, Mutual Funds, Accounting, Portfolio Management
Education
University of Bridgeport 2007 — 2009
Master of Business Administration (MBA), Finance, General
Indian School, Kuwait
The Kenmar Group April 2008 - Present
Skills
Alternative Investments, Equities, Fund Of Funds, Fund Administration, Fund Accounting, Allocations, CTAs, Mutual Funds, Accounting, Portfolio Management
Education
University of Bridgeport 2007 — 2009
Master of Business Administration (MBA), Finance, General
Indian School, Kuwait