Tremont Capital Management
Industry: Company
DescriptionFounded: 1984 Parent organization: OppenheimerFunds Subsidiaries: Tremont Partners, Inc,
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Tremont Capital Management Employees
Employee
Years
Job
Industry
Arthur Brown Arthur Brown's Tremont Capital Management Experience June 2000 - August 2005
Job Partner, Alternative Investment Group at Marcum LLP
Industry Financial Services
Experience
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
Victoria Vodolazschi Victoria Vodolazschi's Tremont Capital Management Experience September 2001 - November 2002
Job Strategy Specialist at PivotalPath
Industry Financial Services
Experience
PivotalPath April 2014 - Present
Northern Trust Corporation November 2006 - January 2014
Asset Alliance Corporation January 2006 - November 2006
Bainbridge Partners LLP November 2002 - December 2005
Tremont Capital Management September 2001 - November 2002
JPMorgan Chase & Co. July 1999 - June 2001
Bear Stearns & Company July 1997 - July 1999
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Due Diligence, Research, Sales, Leadership, Training, Equities
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Trinity College-Hartford
Bachelor of Arts (BA), Economics
PivotalPath April 2014 - Present
Northern Trust Corporation November 2006 - January 2014
Asset Alliance Corporation January 2006 - November 2006
Bainbridge Partners LLP November 2002 - December 2005
Tremont Capital Management September 2001 - November 2002
JPMorgan Chase & Co. July 1999 - June 2001
Bear Stearns & Company July 1997 - July 1999
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Due Diligence, Research, Sales, Leadership, Training, Equities
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Judith Peterson Judith Peterson's Tremont Capital Management Experience 2002 - 2002
Job Global Strategic Marketing Leader | Business Partner and Advisor to CEOs and Executive Teams
Industry Marketing and Advertising
Experience
PE Funded Start up (Investments) May 2014 - Present
A Hellman & Friedman portfolio company (technology) February 2010 - February 2014
JMP Consulting April 2008 - January 2010
SunGard July 2003 - April 2008
Tremont Capital Management 2002 - 2002
The Cerulean Group 1994 - 2001
Consultant 1990 - 1993
EY 1989 - 1990
American Airlines 1987 - 1988
Skills
Business/Sales..., Brand Creation &..., Media, PR, and Analyst..., Digital/Social Media,..., Consulting and Project..., Change Management, Team Leadership, Strategic Planning, Budget Management, Talent Management, Analyst Relations, Public Relations, Messaging, Budgeting, Global Marketing, SEO, Brand Awareness, Competitive Analysis, Business Strategy, Team Building, Market Research, Strategic Partnerships, Program Management, Product Marketing, Account Management, Marketing Strategy, New Business Development, Thought Leadership, Management Consulting, Analytics
Education
Columbia University - Columbia Business School 2013 — 2015
Graduate School of Business, Strategic Marketing Management
University of Michigan 1982 — 1987
Bachelor in General Studies, Marketing, Psychology, and Design
PE Funded Start up (Investments) May 2014 - Present
A Hellman & Friedman portfolio company (technology) February 2010 - February 2014
JMP Consulting April 2008 - January 2010
SunGard July 2003 - April 2008
Tremont Capital Management 2002 - 2002
The Cerulean Group 1994 - 2001
Consultant 1990 - 1993
EY 1989 - 1990
American Airlines 1987 - 1988
Skills
Business/Sales..., Brand Creation &..., Media, PR, and Analyst..., Digital/Social Media,..., Consulting and Project..., Change Management, Team Leadership, Strategic Planning, Budget Management, Talent Management, Analyst Relations, Public Relations, Messaging, Budgeting, Global Marketing, SEO, Brand Awareness, Competitive Analysis, Business Strategy, Team Building, Market Research, Strategic Partnerships, Program Management, Product Marketing, Account Management, Marketing Strategy, New Business Development, Thought Leadership, Management Consulting, Analytics
Education
Columbia University - Columbia Business School 2013 — 2015
Graduate School of Business, Strategic Marketing Management
University of Michigan 1982 — 1987
Bachelor in General Studies, Marketing, Psychology, and Design
Justin Patrick Lofaro Justin Patrick Lofaro's Tremont Capital Management Experience August 2004 - August 2007
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
Francesco Puntillo Francesco Puntillo's Tremont Capital Management Experience February 2008 - January 2009
Job Director MetLife Investments Division Head of QA and SDLC
Industry Financial Services
Experience
Investments Group October 2012 - Present
Goldman Sachs July 2010 - August 2012
Bank of America March 2009 - July 2010
Tremont Capital Management February 2008 - January 2009
Seacastle Inc (Fortress Investment Group) May 2006 - March 2008
SAC Captial Advisors November 2004 - May 2006
JPMorgan July 1998 - November 2004
IBM July 1985 - July 1998
Skills
Business Process..., Asset Managment, Banking, Risk Management, Portfolio Management, Reference Data, Trading Systems, Prime Brokerage, Derivatives, Financial Risk, Investment Banking, Software Project..., Electronic Trading, Capital Markets, Market Data, Business Analysis, Financial Markets, Sybase, Trading, Securities, Asset Management, Financial Services
Education
Syracuse University 1989 — 1991
MS, Computer Science
New York University 1981 — 1985
B.A, Computer Science and Applied Mathematics
Investments Group October 2012 - Present
Goldman Sachs July 2010 - August 2012
Bank of America March 2009 - July 2010
Tremont Capital Management February 2008 - January 2009
Seacastle Inc (Fortress Investment Group) May 2006 - March 2008
SAC Captial Advisors November 2004 - May 2006
JPMorgan July 1998 - November 2004
IBM July 1985 - July 1998
Skills
Business Process..., Asset Managment, Banking, Risk Management, Portfolio Management, Reference Data, Trading Systems, Prime Brokerage, Derivatives, Financial Risk, Investment Banking, Software Project..., Electronic Trading, Capital Markets, Market Data, Business Analysis, Financial Markets, Sybase, Trading, Securities, Asset Management, Financial Services
Education
Syracuse University 1989 — 1991
MS, Computer Science
New York University 1981 — 1985
B.A, Computer Science and Applied Mathematics
Tami Pia Tami Pia's Tremont Capital Management Experience April 2007 - December 2007
Job Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2010 - Present
SS&C Fund Services June 2008 - March 2010
Tremont Capital Management April 2007 - December 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Managment, Financial Modeling, Investments, Bloomberg, Valuation, Fixed Income, Derivatives, Portfolio Management, Fund Of Funds, Investor Relations, Due Diligence, Financial Analysis, Mutual Funds, Trading, Capital Markets, Asset Management, Financial Markets, Investment Management, Risk Management
Education
University of Connecticut 2004 — 2008
BS, Finance
SS&C GlobeOp April 2010 - Present
SS&C Fund Services June 2008 - March 2010
Tremont Capital Management April 2007 - December 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Managment, Financial Modeling, Investments, Bloomberg, Valuation, Fixed Income, Derivatives, Portfolio Management, Fund Of Funds, Investor Relations, Due Diligence, Financial Analysis, Mutual Funds, Trading, Capital Markets, Asset Management, Financial Markets, Investment Management, Risk Management
Education
University of Connecticut 2004 — 2008
BS, Finance
Christine Garrett Christine Garrett's Tremont Capital Management Experience December 1995 - January 2009
Job Finance Analyst at PepsiCo Beverages Company
Industry Food & Beverages
Experience
PepsiCo Beverages Company September 2009 - Present
Tremont Capital Management December 1995 - January 2009
Lawrence Rubin Co January 1993 - December 1995
Skills
Forecasting, SAP, Financial Reporting, Budgets, Microsoft Excel, Accounting, Variance Analysis, Process Improvement, Microsoft Office, Financial Accounting, SAP R/3, Tax
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
PepsiCo Beverages Company September 2009 - Present
Tremont Capital Management December 1995 - January 2009
Lawrence Rubin Co January 1993 - December 1995
Skills
Forecasting, SAP, Financial Reporting, Budgets, Microsoft Excel, Accounting, Variance Analysis, Process Improvement, Microsoft Office, Financial Accounting, SAP R/3, Tax
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Walker Manzke Walker Manzke's Tremont Capital Management Experience 2000 - 2004
Job Director at aAg Advisory
Industry Arts and Crafts
Experience
Sleazeballs Inc. DirectoraAg Art AdvisoryApril 2013 - Present
Allan Stone Collection 2009 - April 2013
Maxam Capital Management Ltd. 2004 - 2009
HKC Securites 2004 - 2005
Tremont Capital Management 2000 - 2004
Skills
Alternative Investments, Asset Managment, Asset Allocation, Art Consulting, Hedge Funds, Equities, Private Equity, Valuation, Investments, Asset Management, Portfolio Management, Mutual Funds, Investment Strategies, Wealth Management, Due Diligence, Investment Management, Start-ups, Marketing, Strategy
Education
State University of New York College at Purchase 2013 — 2013
Certificate in Appraisal Studies, Fine Art & Automobile Appraisal
New York University 2011 — 2012
Certificate in Art Collection Management & Display
Manhattanville College 2002 — 2004
Bachelors, Management
Roger Williams University 1998 — 2000
Bachelors, Management
The Harvey School 1991 — 1998
Sleazeballs Inc. DirectoraAg Art AdvisoryApril 2013 - Present
Allan Stone Collection 2009 - April 2013
Maxam Capital Management Ltd. 2004 - 2009
HKC Securites 2004 - 2005
Tremont Capital Management 2000 - 2004
Skills
Alternative Investments, Asset Managment, Asset Allocation, Art Consulting, Hedge Funds, Equities, Private Equity, Valuation, Investments, Asset Management, Portfolio Management, Mutual Funds, Investment Strategies, Wealth Management, Due Diligence, Investment Management, Start-ups, Marketing, Strategy
Education
State University of New York College at Purchase 2013 — 2013
Certificate in Appraisal Studies, Fine Art & Automobile Appraisal
New York University 2011 — 2012
Certificate in Art Collection Management & Display
Manhattanville College 2002 — 2004
Bachelors, Management
Roger Williams University 1998 — 2000
Bachelors, Management
The Harvey School 1991 — 1998
Amy Cohen Amy Cohen's Tremont Capital Management Experience 2003 - 2008
Job Managing Director, Business Development and Strategy at BHR Capital LLC
Industry Financial Services
Experience
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
Christine Byrnes Christine Byrnes's Tremont Capital Management Experience 2004 - 2007
Job General Manager, Howling Wolf Enterprises LLC
Industry Financial Services
Experience
Howling Wolf Enterprises LLC September 2011 - Present
EF Hutton June 2012 - October 2012
Season's Cafe at the Red Barn February 2009 - March 2011
Tremont Group Holdings 2004 - 2007
Tremont Capital Management 2004 - 2007
Skills
Asset Managment, Wealth Management, Investments, Fixed Income, Start-ups, Alternative Investments, Hedge Funds, Financial Services, Equities, Marketing, Investment Management, Investment Advisory, Investment Strategies, Estate Planning, Investment Banking, Securities, Capital Markets, Funding, Leadership, Portfolio Management, Team Building, Asset Management
Education
San Diego State University-California State University 1977 — 1981
BA, Bi Lingual Education
Howling Wolf Enterprises LLC September 2011 - Present
EF Hutton June 2012 - October 2012
Season's Cafe at the Red Barn February 2009 - March 2011
Tremont Group Holdings 2004 - 2007
Tremont Capital Management 2004 - 2007
Skills
Asset Managment, Wealth Management, Investments, Fixed Income, Start-ups, Alternative Investments, Hedge Funds, Financial Services, Equities, Marketing, Investment Management, Investment Advisory, Investment Strategies, Estate Planning, Investment Banking, Securities, Capital Markets, Funding, Leadership, Portfolio Management, Team Building, Asset Management
Education
San Diego State University-California State University 1977 — 1981
BA, Bi Lingual Education
Jessica Decker's Tremont Capital Management Experience June 2004 - April 2007
Job Financial Services Associate
Industry Investment Management
Experience
Maclendon Wealth Management June 2011 - January 2012
Karr Barth Private Client Group, LLC September 2008 - May 2010
Northern Trust Global Investments April 2007 - August 2008
Tremont Capital Management June 2004 - April 2007
Skills
Investments, Alternative Investments, Trading, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Asset Managment, Investor Relations, Fund Of Funds, Due Diligence, Asset Management
Education
Boston College 2000 — 2004
B.S., Finance and Marketing
Maclendon Wealth Management June 2011 - January 2012
Karr Barth Private Client Group, LLC September 2008 - May 2010
Northern Trust Global Investments April 2007 - August 2008
Tremont Capital Management June 2004 - April 2007
Skills
Investments, Alternative Investments, Trading, Private Equity, Portfolio Management, Hedge Funds, Mutual Funds, Asset Allocation, Asset Managment, Investor Relations, Fund Of Funds, Due Diligence, Asset Management
Education
Boston College 2000 — 2004
B.S., Finance and Marketing
Jhonny Quiroga Jhonny Quiroga's Tremont Capital Management Experience 2005 - 2007
Job Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - Present
Morgan Stanley June 2007 - February 2015
Tremont Capital Management 2005 - 2007
Skills
Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Fund Of Funds, Asset Management, Due Diligence, Asset Allocation, Valuation, Financial Modeling, Financial Services, Investment Management, Securities, Private Equity, Investor Relations, Mutual Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
Northern Trust Corporation March 2015 - Present
Morgan Stanley June 2007 - February 2015
Tremont Capital Management 2005 - 2007
Skills
Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Fund Of Funds, Asset Management, Due Diligence, Asset Allocation, Valuation, Financial Modeling, Financial Services, Investment Management, Securities, Private Equity, Investor Relations, Mutual Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
Dannel Chery Dannel Chery's Tremont Capital Management Experience March 2004 - November 2005
Job Assistant Vice President, Communications Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Morgan Stanley November 2005 - August 2006
Tremont Capital Management March 2004 - November 2005
Clarfeld Financial Advisors December 2002 - March 2004
Clarfeld Financial Advisors June 2001 - November 2002
Skills
Analysis, Finance, Strategy, Management, Leadership, Fixed Income, Due Diligence, Project Management, Strategic Financial..., Portfolio Management, Team Management, Mutual Funds, Hedge Funds, Auditing, Google Analytics, MS Excel Pivot Tables, HTML, CSS
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Morgan Stanley August 2006 - Present
Morgan Stanley November 2005 - August 2006
Tremont Capital Management March 2004 - November 2005
Clarfeld Financial Advisors December 2002 - March 2004
Clarfeld Financial Advisors June 2001 - November 2002
Skills
Analysis, Finance, Strategy, Management, Leadership, Fixed Income, Due Diligence, Project Management, Strategic Financial..., Portfolio Management, Team Management, Mutual Funds, Hedge Funds, Auditing, Google Analytics, MS Excel Pivot Tables, HTML, CSS
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Michael Monxhwedey Michael Monxhwedey's Tremont Capital Management Experience January 2003 - September 2007
Job Product Manager at Symprocity Software
Industry Information Technology and Services
Experience
Symprocity Software January 2012 - Present
New Rochelle 2007 - 2013
NYGIS Group February 2008 - November 2011
Tremont Capital Management January 2003 - September 2007
Skills
Software Development, Software Assurance, Software Project..., SaaS, Cloud Computing, SDLC, Enterprise Architecture, Business Analysis, Product Development, CRM, Start-ups, Vendor Management, IT Strategy
Education
Iona College 2001 — 2004
Master of Business Administration (MBA), Information Technology
Symprocity Software January 2012 - Present
New Rochelle 2007 - 2013
NYGIS Group February 2008 - November 2011
Tremont Capital Management January 2003 - September 2007
Skills
Software Development, Software Assurance, Software Project..., SaaS, Cloud Computing, SDLC, Enterprise Architecture, Business Analysis, Product Development, CRM, Start-ups, Vendor Management, IT Strategy
Education
Iona College 2001 — 2004
Master of Business Administration (MBA), Information Technology
Moises Valencia Moises Valencia's Tremont Capital Management Experience June 2005 - December 2008
Job Windows Systems Administrator at New York University
Industry Higher Education
Experience
New York University April 2010 - Present
Tremont Capital Management June 2005 - December 2008
Skills
System Administration, Active Directory, Windows Server, Windows, Windows 7, SQL, Servers, Troubleshooting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor's degree, Political Science and Government
City University of New York-Hunter College 2005 — 2008
New York University April 2010 - Present
Tremont Capital Management June 2005 - December 2008
Skills
System Administration, Active Directory, Windows Server, Windows, Windows 7, SQL, Servers, Troubleshooting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor's degree, Political Science and Government
City University of New York-Hunter College 2005 — 2008
Tom D'Elisa Tom D'Elisa's Tremont Capital Management Experience 2002 - 2010
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley April 2012 - Present
Xerox Corporation 2010 - April 2012
Tremont Capital Management 2002 - 2010
Education
University of Maryland College Park 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD, Law
Morgan Stanley April 2012 - Present
Xerox Corporation 2010 - April 2012
Tremont Capital Management 2002 - 2010
Education
University of Maryland College Park 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD, Law
Edward Corbett Edward Corbett's Tremont Capital Management Experience July 2007 - January 2009
Job Associate Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ April 2013 - Present
S&P Capital IQ September 2011 - April 2013
Standard & Poor's July 2010 - September 2011
Standard & Poor's June 2009 - June 2010
Tremont Capital Management July 2007 - January 2009
Tremont Capital Management March 2006 - June 2007
Thomson Reuters February 2004 - September 2005
The Ayco Company, L.P. July 2003 - November 2003
Skills
Data Management, Data Analysis, Project Management, Product Management, Fixed Income, Equities, Market Data, Capital Markets, Derivatives, Business Analysis, Reference Data, Financial Markets, Requirements Gathering, Analysis, Financial Services
Education
Saint Bonaventure University 2002 — 2003
Masters of Business Administration, Finance/Accounting
Saint Bonaventure University 1998 — 2002
Bachelors Business Administration, Management Sciences
Mount Saint Michael Academy 1994 — 1998
S&P Capital IQ April 2013 - Present
S&P Capital IQ September 2011 - April 2013
Standard & Poor's July 2010 - September 2011
Standard & Poor's June 2009 - June 2010
Tremont Capital Management July 2007 - January 2009
Tremont Capital Management March 2006 - June 2007
Thomson Reuters February 2004 - September 2005
The Ayco Company, L.P. July 2003 - November 2003
Skills
Data Management, Data Analysis, Project Management, Product Management, Fixed Income, Equities, Market Data, Capital Markets, Derivatives, Business Analysis, Reference Data, Financial Markets, Requirements Gathering, Analysis, Financial Services
Education
Saint Bonaventure University 2002 — 2003
Masters of Business Administration, Finance/Accounting
Saint Bonaventure University 1998 — 2002
Bachelors Business Administration, Management Sciences
Mount Saint Michael Academy 1994 — 1998
Ileana Lopez-Balboa Ileana Lopez-Balboa's Tremont Capital Management Experience July 2002 - July 2009
Job Associate Broker at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group 2010 - Present
Tremont Capital Management July 2002 - July 2009
WealthPlace, Inc 2001 - 2002
Alpha Investment Management July 1997 - December 2000
Citibank 1994 - 1997
Desai Capital Management 1991 - 1994
Skills
Asset Managment, Investments, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Institutional..., Financial Services, Real Estate, Negotiation, Customer Service, Fixed Income, Asset Management, Business Development, Real Estate Transactions, Sellers, Strategy, Marketing, Sales, Market Analysis, Condos, Residential Homes, Valuation, Due Diligence, Relationship Management
Education
Barnard College 1983 — 1987
French, Spanish, Economics
The Corcoran Group 2010 - Present
Tremont Capital Management July 2002 - July 2009
WealthPlace, Inc 2001 - 2002
Alpha Investment Management July 1997 - December 2000
Citibank 1994 - 1997
Desai Capital Management 1991 - 1994
Skills
Asset Managment, Investments, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Institutional..., Financial Services, Real Estate, Negotiation, Customer Service, Fixed Income, Asset Management, Business Development, Real Estate Transactions, Sellers, Strategy, Marketing, Sales, Market Analysis, Condos, Residential Homes, Valuation, Due Diligence, Relationship Management
Education
Barnard College 1983 — 1987
French, Spanish, Economics
Paul DeTorres Paul DeTorres's Tremont Capital Management Experience September 2007 - July 2010
Job Senior Systems Analyst at Seven Bridges Advisors LLC
Industry Computer Software
Experience
Seven Bridges Advisors LLC July 2014 - Present
SAC Capital May 2011 - July 2014
SAC Capital November 2010 - May 2011
Centaura Solutions September 2009 - November 2010
Tremont Capital Management September 2007 - July 2010
GOLF.com May 2006 - 2007
GOLFONLINE September 2004 - June 2006
Skills
Hedge Funds, SDLC, Trading Systems, Software Development, Project Management, Web Services, Web Design, Web Applications, C#, Market Data, Agile Methodologies, Enterprise Architecture, SQL, Microsoft SQL Server, Electronic Trading, Fixed Income, Portfolio Management, Business Analysis, Equities, Management
Education
Manhattan College 1998 — 2002
BS, Computer Science and Mathematics
Iona Prep
Iona Prep
Iona Prep
Seven Bridges Advisors LLC July 2014 - Present
SAC Capital May 2011 - July 2014
SAC Capital November 2010 - May 2011
Centaura Solutions September 2009 - November 2010
Tremont Capital Management September 2007 - July 2010
GOLF.com May 2006 - 2007
GOLFONLINE September 2004 - June 2006
Skills
Hedge Funds, SDLC, Trading Systems, Software Development, Project Management, Web Services, Web Design, Web Applications, C#, Market Data, Agile Methodologies, Enterprise Architecture, SQL, Microsoft SQL Server, Electronic Trading, Fixed Income, Portfolio Management, Business Analysis, Equities, Management
Education
Manhattan College 1998 — 2002
BS, Computer Science and Mathematics
Iona Prep
Iona Prep
Iona Prep
Brandon Twine, MA, CPCC, ACC Brandon Twine, MA, CPCC, ACC's Tremont Capital Management Experience October 1999 - April 2001
Job Executive Coaching and Leadership Development Practice CoLeader at enVision Business Consulting
Industry Professional Training & Coaching
Experience
enVision Business Consulting November 2014 - Present
InterTwine April 2009 - Present
Jefferson Center for Mental Health August 2013 - May 2014
Grubb & Ellis September 2010 - May 2011
Frederick Ross Company May 2006 - November 2008
Cushman & Wakefield May 2001 - April 2006
Tremont Capital Management October 1999 - April 2001
Skills
Leadership Development, Negotiation, Career Counseling, Life Coaching, Real Estate, Strategic Planning, Executive Coaching, Coaching, Marketing Strategy, Team Building, Leadership, Marketing, Marketing Communications, Emotional Intelligence, Management, Business Development
Education
Naropa University 2011 — 2014
MA, Contemplative Counseling Psychology
Coach Training Institute (CTI) 2013 — 2014
CPCC, Certified Professional Co-Active Coach
Newfield Network 2009 — 2009
Executive and Leadership Coach Training
University of Oregon 1995 — 1997
BA, English Literature
Rutgers University-New Brunswick 1992 — 1995
transfer, English Literature
enVision Business Consulting November 2014 - Present
InterTwine April 2009 - Present
Jefferson Center for Mental Health August 2013 - May 2014
Grubb & Ellis September 2010 - May 2011
Frederick Ross Company May 2006 - November 2008
Cushman & Wakefield May 2001 - April 2006
Tremont Capital Management October 1999 - April 2001
Skills
Leadership Development, Negotiation, Career Counseling, Life Coaching, Real Estate, Strategic Planning, Executive Coaching, Coaching, Marketing Strategy, Team Building, Leadership, Marketing, Marketing Communications, Emotional Intelligence, Management, Business Development
Education
Naropa University 2011 — 2014
MA, Contemplative Counseling Psychology
Coach Training Institute (CTI) 2013 — 2014
CPCC, Certified Professional Co-Active Coach
Newfield Network 2009 — 2009
Executive and Leadership Coach Training
University of Oregon 1995 — 1997
BA, English Literature
Rutgers University-New Brunswick 1992 — 1995
transfer, English Literature
Nathan Carter's Tremont Capital Management Experience 2005 - 2008
Job
Industry Investment Management
Experience
Common Sense Investment Management 2008 - December 2013
Tremont Capital Management 2005 - 2008
LinkFoundation, Inc. 2002 - 2002
Teach For America 2000 - 2002
Intermediate School 90 1998 - 2000
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
MS, Computational Finance
Vanderbilt University 1994 — 1998
BA, Physics
Common Sense Investment Management 2008 - December 2013
Tremont Capital Management 2005 - 2008
LinkFoundation, Inc. 2002 - 2002
Teach For America 2000 - 2002
Intermediate School 90 1998 - 2000
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
MS, Computational Finance
Vanderbilt University 1994 — 1998
BA, Physics
Sean Richardson's Tremont Capital Management Experience July 2006 - August 2009
Job Investment Officer at The Mount Sinai Medical Center
Industry Financial Services
Experience
The Mount Sinai Medical Center December 2011 - Present
The Mount Sinai Medical Center September 2009 - December 2011
Tremont Capital Management July 2006 - August 2009
Education
Saint Bonaventure University
BBA, Finance and Economics
Saint Bonaventure University
MBA, Finance and Economics
The Mount Sinai Medical Center December 2011 - Present
The Mount Sinai Medical Center September 2009 - December 2011
Tremont Capital Management July 2006 - August 2009
Education
Saint Bonaventure University
BBA, Finance and Economics
Saint Bonaventure University
MBA, Finance and Economics
Victoria Vodolazschi's Tremont Capital Management Experience 2001 - 2003
Job Director of Hedge Funds Investments at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2006 - Present
Tremont Capital Management 2001 - 2003
JPMorgan Chase 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Trinity College-Hartford
BA, Economics
Northern Trust November 2006 - Present
Tremont Capital Management 2001 - 2003
JPMorgan Chase 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Trinity College-Hartford
BA, Economics
Mark Sack, CIM's Tremont Capital Management Experience April 2005 - January 2008
Job Client Advisor, VicePresident at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
Elisa Mailman's Tremont Capital Management Experience March 2002 - January 2009
Job Director of Research at
Industry Investment Management
Experience
New Legacy Capital, LLC September 2010 - Present
Broadreach Group July 2010 - September 2010
Tremont Capital Management March 2002 - January 2009
Launch Media September 1999 - July 2001
Financial Relations Board October 1998 - August 1999
Glickenhaus & Co. October 1994 - July 1998
Kidder, Peabody & Co. October 1989 - October 1994
Education
University of Maryland College Park 1985 — 1989
BA
Abington High School
New Legacy Capital, LLC September 2010 - Present
Broadreach Group July 2010 - September 2010
Tremont Capital Management March 2002 - January 2009
Launch Media September 1999 - July 2001
Financial Relations Board October 1998 - August 1999
Glickenhaus & Co. October 1994 - July 1998
Kidder, Peabody & Co. October 1989 - October 1994
Education
University of Maryland College Park 1985 — 1989
BA
Abington High School
John Silletta's Tremont Capital Management Experience 1997 - 2006
Job Account Manager at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services January 2007 - Present
Tremont Capital Management 1997 - 2006
Skills
Hedge Funds, Investments, Fund Accounting, Equities, Fund Administration, Asset Managment, Fixed Income, Derivatives, Alternative Investments, Financial Services, Mutual Funds, Fund Of Funds, Bloomberg, Securities, Asset Management
Education
Iona College 1988 — 1992
Morgan Stanley Fund Services January 2007 - Present
Tremont Capital Management 1997 - 2006
Skills
Hedge Funds, Investments, Fund Accounting, Equities, Fund Administration, Asset Managment, Fixed Income, Derivatives, Alternative Investments, Financial Services, Mutual Funds, Fund Of Funds, Bloomberg, Securities, Asset Management
Education
Iona College 1988 — 1992
Dina Croce's Tremont Capital Management Experience September 2004 - March 2007
Job Vice President, Fund of Fund Custody Department Manager BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2007 - Present
Tremont Capital Management September 2004 - March 2007
Cavalry Portfolio SPV, LLC April 2003 - April 2004
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
Bachelor of Business Administration, Economics
BNY Mellon April 2007 - Present
Tremont Capital Management September 2004 - March 2007
Cavalry Portfolio SPV, LLC April 2003 - April 2004
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
Bachelor of Business Administration, Economics
Joseph Marcello's Tremont Capital Management Experience November 2003 - February 2009
Job Vice President, Front Office Technology at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management January 2014 - Present
SAC Capital October 2010 - December 2013
Centaura Solutions September 2009 - October 2010
Tremont Capital Management November 2003 - February 2009
PepsiCo November 2002 - November 2003
Skills
C#, SQL, ASP.NET, WPF, WCF, Software Development, Multithreading, Equities, Derivatives, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Fund Of Funds, Trading Strategies, MVVM, Entity Framework, SSRS, SDLC, Enterprise Architecture, Microsoft SQL Server, Bloomberg, Software Project..., Alternative Investments, Financial Services, Investments, Market Data, Trading Systems, Solution Architecture, Business Analysis, Electronic Trading, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance and Financial Systems & Analytics
Manhattan College 1998 — 2002
BS, Computer Science & Mathematics
Point72 Asset Management January 2014 - Present
SAC Capital October 2010 - December 2013
Centaura Solutions September 2009 - October 2010
Tremont Capital Management November 2003 - February 2009
PepsiCo November 2002 - November 2003
Skills
C#, SQL, ASP.NET, WPF, WCF, Software Development, Multithreading, Equities, Derivatives, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Fund Of Funds, Trading Strategies, MVVM, Entity Framework, SSRS, SDLC, Enterprise Architecture, Microsoft SQL Server, Bloomberg, Software Project..., Alternative Investments, Financial Services, Investments, Market Data, Trading Systems, Solution Architecture, Business Analysis, Electronic Trading, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance and Financial Systems & Analytics
Manhattan College 1998 — 2002
BS, Computer Science & Mathematics
Frank Tripoli's Tremont Capital Management Experience August 2004 - March 2009
Job President of Paragon Outcomes
Industry Investment Management
Experience
Paragon Outcomes Management LLC May 2009 - Present
Tremont Capital Management August 2004 - March 2009
JPMorgan Chase 2000 - 2004
Skills
Investment Banking, Hedge Funds, Private Equity, Fund Of Funds, Equities, Investments, Asset Management, Asset Managment, Alternative Investments, Derivatives, Bloomberg, Fixed Income, Capital Markets, Structured Products, Portfolio Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Financial Markets and Accounting
University of Delaware 1996 — 2000
Bachelor's, Finance
Paragon Outcomes Management LLC May 2009 - Present
Tremont Capital Management August 2004 - March 2009
JPMorgan Chase 2000 - 2004
Skills
Investment Banking, Hedge Funds, Private Equity, Fund Of Funds, Equities, Investments, Asset Management, Asset Managment, Alternative Investments, Derivatives, Bloomberg, Fixed Income, Capital Markets, Structured Products, Portfolio Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Financial Markets and Accounting
University of Delaware 1996 — 2000
Bachelor's, Finance
Susan Oh's Tremont Capital Management Experience May 2001 - January 2004
Job Principal at Morning Calm Perspectives
Industry Investment Management
Experience
Morning Calm Perspectives February 2009 - Present
Shelterwood Financial September 2007 - January 2009
Merrill Lynch Investment Managers January 2004 - September 2006
Merrill Lynch Investment Manager (Alternative Strategies) 2004 - 2006
Tremont Capital Management May 2001 - January 2004
Citco 1998 - 2000
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Managment, Equities
Education
University at Albany, SUNY 1990 — 1994
BA, History
Stuyvesant High School
Morning Calm Perspectives February 2009 - Present
Shelterwood Financial September 2007 - January 2009
Merrill Lynch Investment Managers January 2004 - September 2006
Merrill Lynch Investment Manager (Alternative Strategies) 2004 - 2006
Tremont Capital Management May 2001 - January 2004
Citco 1998 - 2000
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Managment, Equities
Education
University at Albany, SUNY 1990 — 1994
BA, History
Stuyvesant High School
Ray Soares's Tremont Capital Management Experience August 1998 - December 2012
Job Experienced Client Services & Sales Professional
Industry Financial Services
Experience
Eye Level Learning Center of New Rochelle January 2013 - Present
Tremont Capital Management August 1998 - December 2012
Skills
Hedge Funds, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Fixed Income, Fund Of Funds, Leadership, Bloomberg, Investment Management, Securities, Management, Mutual Funds, Derivatives, Private Equity, Client Relations
Education
University at Albany, SUNY 1989 — 1993
Eye Level Learning Center of New Rochelle January 2013 - Present
Tremont Capital Management August 1998 - December 2012
Skills
Hedge Funds, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Fixed Income, Fund Of Funds, Leadership, Bloomberg, Investment Management, Securities, Management, Mutual Funds, Derivatives, Private Equity, Client Relations
Education
University at Albany, SUNY 1989 — 1993
Anthony Marcello's Tremont Capital Management Experience 2000 - 2010
Job Hedge Fund Operations
Industry Investment Management
Experience
Voya Investment Management 2011 - Present
Tremont Capital Management 2000 - 2010
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Voya Investment Management 2011 - Present
Tremont Capital Management 2000 - 2010
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Vanessa Castellina's Tremont Capital Management Experience June 2006 - August 2008
Job Juris Doctor, Brooklyn Law School
Industry Law Practice
Experience
EEOC January 2012 - Present
U.S. Department of Labor August 2011 - November 2011
United States Postal Service May 2011 - August 2011
Waterfront Commission of New York Harbor January 2011 - April 2011
NYC Taxi and Limousine Commission September 2010 - December 2010
Fidelis Care June 2010 - August 2010
Albert Einstein College of Medicine September 2008 - July 2009
Tremont Capital Management June 2006 - August 2008
Skills
Legal Research, Legal Writing, Westlaw
Education
Brooklyn Law School 2009 — 2012
J.D., Law
Fordham University 2002 — 2006
BA, History/Political Science
EEOC January 2012 - Present
U.S. Department of Labor August 2011 - November 2011
United States Postal Service May 2011 - August 2011
Waterfront Commission of New York Harbor January 2011 - April 2011
NYC Taxi and Limousine Commission September 2010 - December 2010
Fidelis Care June 2010 - August 2010
Albert Einstein College of Medicine September 2008 - July 2009
Tremont Capital Management June 2006 - August 2008
Skills
Legal Research, Legal Writing, Westlaw
Education
Brooklyn Law School 2009 — 2012
J.D., Law
Fordham University 2002 — 2006
BA, History/Political Science
Gregory Moschella's Tremont Capital Management Experience May 2008 - January 2009
Job Analyst at Interventure Capital Group
Industry Investment Management
Experience
Interventure Capital Group July 2011 - Present
Pershing December 2009 - December 2010
Tremont Capital Management May 2008 - January 2009
Tremont Capital Management February 2006 - May 2008
Morgan Stanley March 2004 - September 2005
Education
Hamilton College 1999 — 2003
BA, Psychology
Interventure Capital Group July 2011 - Present
Pershing December 2009 - December 2010
Tremont Capital Management May 2008 - January 2009
Tremont Capital Management February 2006 - May 2008
Morgan Stanley March 2004 - September 2005
Education
Hamilton College 1999 — 2003
BA, Psychology
Hilary Hall's Tremont Capital Management Experience 2006 - 2008
Job Global Strategy Lead at Cargill
Industry Food Production
Experience
Bloomberg - Multimedia 2011 - November 2014
Morgan Stanley June 2009 - August 2009
Tremont Capital Management 2006 - 2008
General Electric - MSNBC 2006 - 2006
General Electric - Corporate 2005 - 2006
General Electric - NBCU 2002 - 2004
United States Senate June 1998 - August 1998
Skills
Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Media, Digital Media, Spanish, Bloomberg, SAP, Essbase, Income Statement, GAAP, PeopleSoft, Oracle, Certified Green Belt, Six Sigma Black Belt..., Financial Services, Internal Audit, Analytics, Strategic Financial..., Leadership, Management, Process Improvement
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Texas A&M University
BBA
Bloomberg - Multimedia 2011 - November 2014
Morgan Stanley June 2009 - August 2009
Tremont Capital Management 2006 - 2008
General Electric - MSNBC 2006 - 2006
General Electric - Corporate 2005 - 2006
General Electric - NBCU 2002 - 2004
United States Senate June 1998 - August 1998
Skills
Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Media, Digital Media, Spanish, Bloomberg, SAP, Essbase, Income Statement, GAAP, PeopleSoft, Oracle, Certified Green Belt, Six Sigma Black Belt..., Financial Services, Internal Audit, Analytics, Strategic Financial..., Leadership, Management, Process Improvement
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Texas A&M University
BBA
John Matwey's Tremont Capital Management Experience November 2005 - November 2006
Job Founding Partner at Red Swan, LLC
Industry Financial Services
Experience
Red Swan, LLC January 2008 - Present
Tremont Capital Management November 2005 - November 2006
RiskMetrics Group October 2002 - October 2005
FoxyTrader 1998 - 2000
FMK Advisors 1995 - 1998
Skills
Hedge Funds, Risk Management, Financial Risk, Pension Funds, Derivatives, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Marietta College 1980 — 1984
BS, Chemistry/Biochemistry
Red Swan, LLC January 2008 - Present
Tremont Capital Management November 2005 - November 2006
RiskMetrics Group October 2002 - October 2005
FoxyTrader 1998 - 2000
FMK Advisors 1995 - 1998
Skills
Hedge Funds, Risk Management, Financial Risk, Pension Funds, Derivatives, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Marietta College 1980 — 1984
BS, Chemistry/Biochemistry
Edmund F. Hannon, CFA's Tremont Capital Management Experience 2001 - 2002
Job Partner
Industry Financial Services
Experience
Stamos Capital Partners June 2010 - Present
RBC Capital Markets August 2009 - June 2010
Merrill Lynch 2002 - July 2009
Tremont Capital Management 2001 - 2002
N.Y. Times/Sulzberger Family Office 2000 - 2001
Marubeni International Finance 1997 - 2000
Bank of Nova Scotia 1994 - 1996
Nomura Securities Investment Trust 1991 - 1994
Marusan Securities 1987 - 1991
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Investments, Asset Management, Investment Strategies, Derivatives, Private Equity, Due Diligence, Fund Of Funds, Investment Management, Trading, Risk Management, Mutual Funds, Finance, Capital Markets, Real Estate, Fund Accounting, Hedging, Securities, Bloomberg, Emerging Markets, Asset Allocation, Operational Due..., Credit, Equity Research, Global Macro, Manager Selection, Wealth Management, Investment Banking, New Business Development, Family Office, Options, Bonds, Valuation, Financial Markets, Managed Futures, Structured Products, Financial Risk, ETFs, Funding, MBS, Convertible Arbitrage, Long/Short Equity, Arbitrage, Series 7, Merger Arbitrage, Alternative Investment...
Education
Penn State University 1981 — 1985
BS, Finance
Stamos Capital Partners June 2010 - Present
RBC Capital Markets August 2009 - June 2010
Merrill Lynch 2002 - July 2009
Tremont Capital Management 2001 - 2002
N.Y. Times/Sulzberger Family Office 2000 - 2001
Marubeni International Finance 1997 - 2000
Bank of Nova Scotia 1994 - 1996
Nomura Securities Investment Trust 1991 - 1994
Marusan Securities 1987 - 1991
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Investments, Asset Management, Investment Strategies, Derivatives, Private Equity, Due Diligence, Fund Of Funds, Investment Management, Trading, Risk Management, Mutual Funds, Finance, Capital Markets, Real Estate, Fund Accounting, Hedging, Securities, Bloomberg, Emerging Markets, Asset Allocation, Operational Due..., Credit, Equity Research, Global Macro, Manager Selection, Wealth Management, Investment Banking, New Business Development, Family Office, Options, Bonds, Valuation, Financial Markets, Managed Futures, Structured Products, Financial Risk, ETFs, Funding, MBS, Convertible Arbitrage, Long/Short Equity, Arbitrage, Series 7, Merger Arbitrage, Alternative Investment...
Education
Penn State University 1981 — 1985
BS, Finance
Denise Ferrante's Tremont Capital Management Experience November 2007 - March 2009
Job Chief Operating Officer at the Ferrante Residence
Industry Human Resources
Experience
Ferrante Residence June 2011 - Present
OppenheimerFunds, Inc 2009 - 2011
Tremont Capital Management November 2007 - March 2009
Kenmar Group Inc September 2004 - October 2006
Morgan Stanley 2004 - 2004
Education
Sheridan College 1998 — 2001
Advanced Diploma, Human Resources Management/Business Administration
Ryerson University 1996 — 1998
Diploma in Arts
Ferrante Residence June 2011 - Present
OppenheimerFunds, Inc 2009 - 2011
Tremont Capital Management November 2007 - March 2009
Kenmar Group Inc September 2004 - October 2006
Morgan Stanley 2004 - 2004
Education
Sheridan College 1998 — 2001
Advanced Diploma, Human Resources Management/Business Administration
Ryerson University 1996 — 1998
Diploma in Arts
DK Singh's Tremont Capital Management Experience January 2005 - December 2008
Job Senior Infrastructure Architect
Industry Financial Services
Experience
Tremont Capital Management January 2005 - December 2008
Philip Morris International 1997 - 2000
Philip Morris International 1997 - 2000
Skills
Microsoft Exchange, VMware ESX, Active Directory, Disaster Recovery, Cloud Computing, Microsoft SQL Server
Education
Maulana Azad National Institute of Technology 1992 — 1997
EE, Electrical Engg.
Maulana Azad National Institute of Technology
BS, Electrical Engineering
Tremont Capital Management January 2005 - December 2008
Philip Morris International 1997 - 2000
Philip Morris International 1997 - 2000
Skills
Microsoft Exchange, VMware ESX, Active Directory, Disaster Recovery, Cloud Computing, Microsoft SQL Server
Education
Maulana Azad National Institute of Technology 1992 — 1997
EE, Electrical Engg.
Maulana Azad National Institute of Technology
BS, Electrical Engineering
Edgardo Forti's Tremont Capital Management Experience June 2008 - August 2008
Job Network Administrator at HKMP
Industry Accounting
Experience
HKMP, LLP March 2009 - Present
Fordham University September 2007 - January 2010
Tremont Capital Management June 2008 - August 2008
Skills
Microsoft Office, Hardware, Microsoft Exchange, Servers, Active Directory, Public Speaking, Windows Server, Software Installation, Windows XP, DNS, Windows 8, Windows Vista
Education
Fordham University 2006 — 2010
B.S, Computer Science
HKMP, LLP March 2009 - Present
Fordham University September 2007 - January 2010
Tremont Capital Management June 2008 - August 2008
Skills
Microsoft Office, Hardware, Microsoft Exchange, Servers, Active Directory, Public Speaking, Windows Server, Software Installation, Windows XP, DNS, Windows 8, Windows Vista
Education
Fordham University 2006 — 2010
B.S, Computer Science
Daniel DiNizo's Tremont Capital Management Experience July 2005 - December 2010
Job Vice President, Accounting at Titan Advisors, LLC.
Industry Investment Management
Experience
Titan Advisors, LLC. January 2011 - Present
Tremont Capital Management July 2005 - December 2010
Ernst & Young August 2002 - July 2005
Education
University at Buffalo
Titan Advisors, LLC. January 2011 - Present
Tremont Capital Management July 2005 - December 2010
Ernst & Young August 2002 - July 2005
Education
University at Buffalo
Richard Hopwood's Tremont Capital Management Experience May 2008 - July 2009
Job Finance manager
Industry Financial Services
Experience
Hopwood Family Partnership December 2010 - March 2014
Wells Fargo April 2010 - August 2010
Tremont Capital Management May 2008 - July 2009
Skills
Investments, Capital Markets, Investor Relations, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Asset Management, Risk Management, International Business, Equities, Bloomberg, Fixed Income
Education
Fairfield University 2004 — 2009
BA, International Finance
Harrison High school 2000 — 2004
Hopwood Family Partnership December 2010 - March 2014
Wells Fargo April 2010 - August 2010
Tremont Capital Management May 2008 - July 2009
Skills
Investments, Capital Markets, Investor Relations, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Asset Management, Risk Management, International Business, Equities, Bloomberg, Fixed Income
Education
Fairfield University 2004 — 2009
BA, International Finance
Harrison High school 2000 — 2004
David Corning's Tremont Capital Management Experience 2004 - 2004
Job Financial Professional Associate
Industry Insurance
Experience
The Prudential Insurance Company of America December 2013 - Present
Talmer Bank and Trust 2012 - 2013
Talmer Bank and Trust 2010 - 2012
Hunch Free Inc. December 2009 - June 2010
Tremont Capital Management 2004 - 2004
Skills
Financial Services, Retirement Planning, Small Business, Leadership, 401k Rollovers, Life Insurance, Health Insurance, College Planning, Strategic Planning, Risk Management, Finance, Sales, Marketing
Education
University of Miami 2002 — 2006
International Finance and Marketing, Finance, Marketing, Economics, Statistics, Management, 3.4
Ernest W Seaholm High School 1998 — 2002
The Prudential Insurance Company of America December 2013 - Present
Talmer Bank and Trust 2012 - 2013
Talmer Bank and Trust 2010 - 2012
Hunch Free Inc. December 2009 - June 2010
Tremont Capital Management 2004 - 2004
Skills
Financial Services, Retirement Planning, Small Business, Leadership, 401k Rollovers, Life Insurance, Health Insurance, College Planning, Strategic Planning, Risk Management, Finance, Sales, Marketing
Education
University of Miami 2002 — 2006
International Finance and Marketing, Finance, Marketing, Economics, Statistics, Management, 3.4
Ernest W Seaholm High School 1998 — 2002
Tom Sandlow's Tremont Capital Management Experience 2006 - 2007
Job Partner at EXEN Capital
Industry Investment Management
Experience
EXEN CAPITAL November 2014 - Present
Lexham Mews 2008 - 2014
Tremont Capital Management 2006 - 2007
Safra Asset Management/Alpha Investment Management 2002 - 2005
Eagle Capital Advisors 1999 - 2002
jp morgan chase 1986 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Financial Markets, Fixed Income, Portfolio Management, Equity Derivatives, Valuation, Asset Management, Investments, Derivatives, Private Equity, Capital Markets, Asset Managment, Asset Allocation, Fund Of Funds, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Chicago
AB, Economics
EXEN CAPITAL November 2014 - Present
Lexham Mews 2008 - 2014
Tremont Capital Management 2006 - 2007
Safra Asset Management/Alpha Investment Management 2002 - 2005
Eagle Capital Advisors 1999 - 2002
jp morgan chase 1986 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Financial Markets, Fixed Income, Portfolio Management, Equity Derivatives, Valuation, Asset Management, Investments, Derivatives, Private Equity, Capital Markets, Asset Managment, Asset Allocation, Fund Of Funds, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Chicago
AB, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY