Trilogy Global Advisors, LP
Industry: Company
DescriptionFounded: 1999 Parent organization: Affiliated Managers Group
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Trilogy Global Advisors, LP Employees
Employee
Years
Job
Industry
Harry Sanchez Harry Sanchez's Trilogy Global Advisors, LP Experience 1999 - 2003
Job Chief Operating & Financial Officer at Pisces Healthcare Solutions
Industry Hospital & Health Care
Experience
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Pisces Healthcare Solutions April 2012 - Present
FBR January 2008 - March 2012
CIBC World Markets September 2004 - December 2007
Trilogy Global Advisors, LP 1999 - 2003
Skills
Strategic Planning, Mergers & Acquisitions, Project Management, Financial Analysis, Business Strategy, Budgets, Change Management, Risk Management, Business Development, Financial Reporting, Start-ups, Financial Modeling, Team Building, New Business Development, Due Diligence, Operations Management, Forecasting, Finance, Contract Negotiation, Accounting
Education
Cornell University
Bachelor's degree, Economics
Clare Shea Clare Shea's Trilogy Global Advisors, LP Experience 2005 - Present
Job Trader at Trilogy Global Advisors, LP
Industry Financial Services
Experience
Trilogy Global Advisors, LP 2005 - Present
Bank Julius Baer October 1999 - March 2003
ABN AMRO Bank N.V. June 1993 - October 1998
HSBC 1985 - 1993
Skills
Bloomberg, Options, Asset Management, Equity Trading, Trading, Electronic Trading, Hedge Funds, Equities, Series 7, Capital Markets, Investments, Equity Research, Trading Systems, Derivatives, Portfolio Management, Fixed Income, Emerging Markets, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Structured Products, Financial Markets, Securities, ETFs, Proprietary Trading, Investment Strategies, Bonds
Education
Pace University
WPHS
Trilogy Global Advisors, LP 2005 - Present
Bank Julius Baer October 1999 - March 2003
ABN AMRO Bank N.V. June 1993 - October 1998
HSBC 1985 - 1993
Skills
Bloomberg, Options, Asset Management, Equity Trading, Trading, Electronic Trading, Hedge Funds, Equities, Series 7, Capital Markets, Investments, Equity Research, Trading Systems, Derivatives, Portfolio Management, Fixed Income, Emerging Markets, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Structured Products, Financial Markets, Securities, ETFs, Proprietary Trading, Investment Strategies, Bonds
Education
Pace University
WPHS
Richard Gluck's Trilogy Global Advisors, LP Experience 2004 - 2012
Job Global Investment Strategist | Portfolio Manager | Client Advisor
Industry Investment Management
Experience
Global Investing, Strategy and Advice 2015 - Present
Itaú Private Bank 2012 - 2014
Trilogy Global Advisors, LP 2004 - 2012
Mackenzie Investments 1998 - 2003
Oppenheimer Capital 1993 - 1998
Skills
Global Macro, Portfolio Management, Bonds, Emerging Markets, Fixed Income, FX trading, Investment Strategies, FX Hedging, Fixed Income Analysis, Credit Analysis, Equities, Hedge Funds, FX Options, Options, Derivatives, Investments, Macroeconomics, Microsoft Excel, Matlab, Statistics, Bloomberg, Asset Allocation, Alternative Investments, FX Trading
Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Finance
State University of New York at Buffalo
BA, Economics
Global Investing, Strategy and Advice 2015 - Present
Itaú Private Bank 2012 - 2014
Trilogy Global Advisors, LP 2004 - 2012
Mackenzie Investments 1998 - 2003
Oppenheimer Capital 1993 - 1998
Skills
Global Macro, Portfolio Management, Bonds, Emerging Markets, Fixed Income, FX trading, Investment Strategies, FX Hedging, Fixed Income Analysis, Credit Analysis, Equities, Hedge Funds, FX Options, Options, Derivatives, Investments, Macroeconomics, Microsoft Excel, Matlab, Statistics, Bloomberg, Asset Allocation, Alternative Investments, FX Trading
Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Finance
State University of New York at Buffalo
BA, Economics
Shenlun Wang Shenlun Wang's Trilogy Global Advisors, LP Experience November 2013 - January 2014
Job Associate at Brean Capital
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Vertical Research Partners June 2014 - August 2014
Trilogy Global Advisors, LP November 2013 - January 2014
Carleton College Endowment June 2013 - September 2013
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Economy
Brean Capital, LLC June 2015 - Present
Vertical Research Partners June 2014 - August 2014
Trilogy Global Advisors, LP November 2013 - January 2014
Carleton College Endowment June 2013 - September 2013
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Economy
Miriam Carvajal Miriam Carvajal's Trilogy Global Advisors, LP Experience January 2004 - October 2005
Job Executive Assistant at CTPartners
Industry
Experience
CTPartners March 2014 - Present
Heidrick & Struggles June 2011 - January 2014
Cooney Waters October 2008 - May 2011
Katzenbach Partners October 2007 - June 2008
Thomson Reuters January 2007 - August 2007
Ivy Asset Management October 2005 - July 2006
Trilogy Global Advisors, LP January 2004 - October 2005
Dominick & Dominick Advisors LLC November 1998 - December 2003
SG Cowen Securites August 1996 - October 1998
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Office Administration, Management, Recruiting, Strategic Planning, Office Management, CRM, Outlook, Administration, Human Resources, Administrative..., Social Media
Education
Borough of Manhattan Community College
A.A.S
CTPartners March 2014 - Present
Heidrick & Struggles June 2011 - January 2014
Cooney Waters October 2008 - May 2011
Katzenbach Partners October 2007 - June 2008
Thomson Reuters January 2007 - August 2007
Ivy Asset Management October 2005 - July 2006
Trilogy Global Advisors, LP January 2004 - October 2005
Dominick & Dominick Advisors LLC November 1998 - December 2003
SG Cowen Securites August 1996 - October 1998
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Office Administration, Management, Recruiting, Strategic Planning, Office Management, CRM, Outlook, Administration, Human Resources, Administrative..., Social Media
Education
Borough of Manhattan Community College
A.A.S
Daryl Golinsky's Trilogy Global Advisors, LP Experience September 2007 - Present
Job
Industry Information Technology and Services
Experience
Trilogy Global Advisors, LP September 2007 - Present
Channel Intelligence March 2007 - August 2007
The Ginn Company March 2005 - March 2007
Connextions.net January 2001 - March 2005
Step Technology 1999 - 2000
Chrome Data Corporation 1993 - 1998
NOWSCO Well Services 1989 - 1993
Skills
SOA, System Architecture, Large Scale System..., SQL, .NET, Software Engineering, Visio, XML, HTML, Project Management, Microsoft SQL Server, Database Design, Software Development, CSS, Business Intelligence, Requirements Analysis, Web Services, C#, Software Project..., Agile Methodologies, Databases, SSRS, Architecture, Web Applications, Software Design, IT Management, SharePoint, Agile Project Management, SDLC, Scrum, Data Modeling, T-SQL, IIS, Cloud Computing, AJAX, WCF, SaaS, Unix, ETL, Technical Leadership, Visual Basic, ASP, Testing, SSIS, Quality Assurance, Data Warehousing, E-commerce, JavaScript, Performance Tuning, Visual Studio
Education
National University 1988 — 1989
MS
National University 1985 — 1987
BS
Trilogy Global Advisors, LP September 2007 - Present
Channel Intelligence March 2007 - August 2007
The Ginn Company March 2005 - March 2007
Connextions.net January 2001 - March 2005
Step Technology 1999 - 2000
Chrome Data Corporation 1993 - 1998
NOWSCO Well Services 1989 - 1993
Skills
SOA, System Architecture, Large Scale System..., SQL, .NET, Software Engineering, Visio, XML, HTML, Project Management, Microsoft SQL Server, Database Design, Software Development, CSS, Business Intelligence, Requirements Analysis, Web Services, C#, Software Project..., Agile Methodologies, Databases, SSRS, Architecture, Web Applications, Software Design, IT Management, SharePoint, Agile Project Management, SDLC, Scrum, Data Modeling, T-SQL, IIS, Cloud Computing, AJAX, WCF, SaaS, Unix, ETL, Technical Leadership, Visual Basic, ASP, Testing, SSIS, Quality Assurance, Data Warehousing, E-commerce, JavaScript, Performance Tuning, Visual Studio
Education
National University 1988 — 1989
MS
National University 1985 — 1987
BS
Rose Stern's Trilogy Global Advisors, LP Experience September 2005 - Present
Job Financial Controller at Trilogy Global Advisors LP
Industry Financial Services
Experience
Trilogy Global Advisors LP September 2005 - Present
Pricewaterhouse Coopers LLP September 2002 - January 2005
Skills
GAAP, Financial Reporting, Financial Modeling, Financial Analysis, Financial Accounting, Investment Advisory, Investment Management, Financial Audits, FinCEN, Auditing, Forecasting, Tax, CPA, Hedge Funds
Education
City University of New York-Queens College 1999 — 2002
Accounting/Economics
CPA License
Trilogy Global Advisors LP September 2005 - Present
Pricewaterhouse Coopers LLP September 2002 - January 2005
Skills
GAAP, Financial Reporting, Financial Modeling, Financial Analysis, Financial Accounting, Investment Advisory, Investment Management, Financial Audits, FinCEN, Auditing, Forecasting, Tax, CPA, Hedge Funds
Education
City University of New York-Queens College 1999 — 2002
Accounting/Economics
CPA License
Camille Whitsett's Trilogy Global Advisors, LP Experience 2002 - Present
Job Associate at Trilogy Global Advisors, LP
Industry Financial Services
Experience
Trilogy Global Advisors January 2003 - Present
Trilogy Global Advisors, LP 2002 - Present
Education
Monroe College 2009 — 2012
Bachelor's Degree, Accounting and Finance
New York University 1994 — 1997
Bachelor of Fine Arts
Monroe College
Trilogy Global Advisors January 2003 - Present
Trilogy Global Advisors, LP 2002 - Present
Education
Monroe College 2009 — 2012
Bachelor's Degree, Accounting and Finance
New York University 1994 — 1997
Bachelor of Fine Arts
Monroe College
Ernesto F. Bustamante's Trilogy Global Advisors, LP Experience May 2008 - August 2008
Job Founder, Yoga Athletica ERYT 500
Industry Health, Wellness and Fitness
Experience
Yoga Athletica September 2012 - Present
DeLince Law LLP January 2009 - April 2010
Trilogy Global Advisors LP May 2008 - August 2008
Loring Ward Group Inc. May 2006 - May 2008
Proskauer Rose LLP October 2000 - May 2006
Morgan & Finnegan, LLP June 1999 - June 2000
Skills
Meditation, Yoga, Hatha Yoga, Stress Management, Healing, Wellness, Wellness Coaching, Holistic Health, Relaxation, Mindfulness, Wellbeing, Lifestyle, Bodywork, Lifestyle Coaching, Editing, Stress, Basketball Coaching, College Basketball, Basketball, Sports Management, Athletic Administration, Paralegals, Legal Assistants
Education
Saint John's University 1996 — 2000
B.S, Sports Management / Pre-Law
Borough of Manhattan Community College 1995 — 1999
A.A.S, Office Administration
Yoga Athletica September 2012 - Present
DeLince Law LLP January 2009 - April 2010
Trilogy Global Advisors LP May 2008 - August 2008
Loring Ward Group Inc. May 2006 - May 2008
Proskauer Rose LLP October 2000 - May 2006
Morgan & Finnegan, LLP June 1999 - June 2000
Skills
Meditation, Yoga, Hatha Yoga, Stress Management, Healing, Wellness, Wellness Coaching, Holistic Health, Relaxation, Mindfulness, Wellbeing, Lifestyle, Bodywork, Lifestyle Coaching, Editing, Stress, Basketball Coaching, College Basketball, Basketball, Sports Management, Athletic Administration, Paralegals, Legal Assistants
Education
Saint John's University 1996 — 2000
B.S, Sports Management / Pre-Law
Borough of Manhattan Community College 1995 — 1999
A.A.S, Office Administration
Janelle Deegan's Trilogy Global Advisors, LP Experience October 2008 - August 2014
Job Compliance Specialist
Industry Investment Management
Experience
Muzinich & Co March 2015 - July 2015
Trilogy Global Advisors, LP October 2008 - August 2014
J.P. Morgan April 2008 - October 2008
Legg Mason Inc. – Clearbridge Advisors October 2006 - March 2008
Skills
Securities, Portfolio Management, Series 7, Derivatives, Hedge Funds, Asset Managment, Capital Markets, Asset Management, Equities, Options, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Trading
Education
James Madison University 1997 — 2001
B.A., Marketing
Muzinich & Co March 2015 - July 2015
Trilogy Global Advisors, LP October 2008 - August 2014
J.P. Morgan April 2008 - October 2008
Legg Mason Inc. – Clearbridge Advisors October 2006 - March 2008
Skills
Securities, Portfolio Management, Series 7, Derivatives, Hedge Funds, Asset Managment, Capital Markets, Asset Management, Equities, Options, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Trading
Education
James Madison University 1997 — 2001
B.A., Marketing
Zach Sacks's Trilogy Global Advisors, LP Experience June 2009 - February 2015
Job Investment Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed March 2015 - Present
Trilogy Global Advisors, LP June 2009 - February 2015
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics (Finance & Global Analysis)
Waddell & Reed March 2015 - Present
Trilogy Global Advisors, LP June 2009 - February 2015
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics (Finance & Global Analysis)
Bob Justich's Trilogy Global Advisors, LP Experience March 2015 - Present
Job Principal at Trilogy Global Advisors, LP
Industry Financial Services
Experience
Trilogy Global Advisors, LP March 2015 - Present
Robert Justich, LLC July 2012 - March 2015
Link Community School 2008 - 2014
Bear Stearns Asset Management October 2003 - January 2008
JustDialRoche January 2004 - November 2007
Times Square Capital Management June 1999 - October 2003
Credit Suisse September 1995 - June 1999
Merrill Lynch September 1988 - September 1995
Arthur Young June 1983 - August 1987
E.R. Squibb 1976 - 1982
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Capital Markets, Portfolio Management, Securities, Investments, Derivatives, Asset Allocation, Asset Management, Bonds, Investment Strategies, Financial Markets, Investment Management, Structured Finance, Emerging Markets, Investment Advisory, Series 7, Trading, Bloomberg, Investor Relations, Private Equity, Investment Banking, Mutual Funds, Wealth Management, Options
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, English Literature
St Joseph High School
HS Diploma, General Studies
Trilogy Global Advisors, LP March 2015 - Present
Robert Justich, LLC July 2012 - March 2015
Link Community School 2008 - 2014
Bear Stearns Asset Management October 2003 - January 2008
JustDialRoche January 2004 - November 2007
Times Square Capital Management June 1999 - October 2003
Credit Suisse September 1995 - June 1999
Merrill Lynch September 1988 - September 1995
Arthur Young June 1983 - August 1987
E.R. Squibb 1976 - 1982
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Capital Markets, Portfolio Management, Securities, Investments, Derivatives, Asset Allocation, Asset Management, Bonds, Investment Strategies, Financial Markets, Investment Management, Structured Finance, Emerging Markets, Investment Advisory, Series 7, Trading, Bloomberg, Investor Relations, Private Equity, Investment Banking, Mutual Funds, Wealth Management, Options
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, English Literature
St Joseph High School
HS Diploma, General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY