Tucker Anthony Sutro
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Tucker Anthony Sutro Employees
Employee
Years
Job
Industry
Ann Marie Etergino, CIMA® Ann Marie Etergino, CIMA®'s Tucker Anthony Sutro Experience 1984 - 2001
Job Managing Director Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2001 - Present
Center for Fiduciary Management (CFFM) 1989 - Present
Tucker Anthony Sutro 1984 - 2001
Education
Wharton School, University of Pennsylvania
Certified Investment Management Analyst
Lafayette College
International Affairs and French, Bachelor's Degree
RBC Wealth Management 2001 - Present
Center for Fiduciary Management (CFFM) 1989 - Present
Tucker Anthony Sutro 1984 - 2001
Education
Wharton School, University of Pennsylvania
Certified Investment Management Analyst
Lafayette College
International Affairs and French, Bachelor's Degree
Erik Tiltmann Erik Tiltmann's Tucker Anthony Sutro Experience September 1996 - May 2001
Job Founding Partner at Third Road Partners LLC
Industry Financial Services
Experience
Third Road Partners LLC October 2012 - Present
Daybreak Capital January 2010 - Present
New York Institute of Finance March 2009 - Present
Ascend Global Investments, LLC June 2011 - August 2012
Charity Folks October 2007 - June 2008
Private Equity Investors, Inc. May 2006 - August 2006
GMG Capital Partners March 2002 - July 2005
Seedco November 2001 - February 2002
Tucker Anthony Sutro September 1996 - May 2001
Skills
Venture Capital, Bloomberg, Start-ups, Private Equity, Valuation, Corporate Finance, Financial Modeling, Leadership Development, Investments, Entrepreneurship, Business Development, Fixed Income, Marketing Strategy, Financial Services, Entrepreneurial Finance, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance and Management
Winchester College 1991 — 1992
High School
Horace Mann School 1987 — 1991
High School
Third Road Partners LLC October 2012 - Present
Daybreak Capital January 2010 - Present
New York Institute of Finance March 2009 - Present
Ascend Global Investments, LLC June 2011 - August 2012
Charity Folks October 2007 - June 2008
Private Equity Investors, Inc. May 2006 - August 2006
GMG Capital Partners March 2002 - July 2005
Seedco November 2001 - February 2002
Tucker Anthony Sutro September 1996 - May 2001
Skills
Venture Capital, Bloomberg, Start-ups, Private Equity, Valuation, Corporate Finance, Financial Modeling, Leadership Development, Investments, Entrepreneurship, Business Development, Fixed Income, Marketing Strategy, Financial Services, Entrepreneurial Finance, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance and Management
Winchester College 1991 — 1992
High School
Horace Mann School 1987 — 1991
High School
James Matelski James Matelski's Tucker Anthony Sutro Experience November 1997 - February 2001
Job Manger, IT Infrastructure at DCI Cheese Company
Industry Food Production
Experience
DCI Cheese Company November 2010 - Present
Milwaukee Journal Sentinel July 2004 - August 2010
US Bank February 2001 - July 2004
Tucker Anthony Sutro November 1997 - February 2001
Deluxe Electronic Payment Systems August 1990 - November 1997
Skills
Active Directory, Data Center, Citrix, VMware, Security, Virtualization, SharePoint, Troubleshooting, Project Management, Vendor Management, IT Strategy, Servers, SDLC, Windows 7, Integration, Networking, Network Administration, Software Documentation, Windows Server, XP, Management, System Administration, Business Analysis, Team Leadership
Education
University of Wisconsin-Milwaukee 2011 — 2015
MS-MBA, Master of Science Information Technology - Masters of Business Administration, 3.989
Doane College 1986 — 1990
BA, Musc
DCI Cheese Company November 2010 - Present
Milwaukee Journal Sentinel July 2004 - August 2010
US Bank February 2001 - July 2004
Tucker Anthony Sutro November 1997 - February 2001
Deluxe Electronic Payment Systems August 1990 - November 1997
Skills
Active Directory, Data Center, Citrix, VMware, Security, Virtualization, SharePoint, Troubleshooting, Project Management, Vendor Management, IT Strategy, Servers, SDLC, Windows 7, Integration, Networking, Network Administration, Software Documentation, Windows Server, XP, Management, System Administration, Business Analysis, Team Leadership
Education
University of Wisconsin-Milwaukee 2011 — 2015
MS-MBA, Master of Science Information Technology - Masters of Business Administration, 3.989
Doane College 1986 — 1990
BA, Musc
Sean McCarthy Sean McCarthy's Tucker Anthony Sutro Experience January 2000 - October 2001
Job Managing Director, Technology Investment Banking at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2001 - Present
Tucker Anthony Sutro January 2000 - October 2001
Skills
Syndications, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equity Capital Markets, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Equities, LBO, Investments, Banking
Education
Boston University - School of Management 1996 — 1998
MBA, Finance
Lehigh University 1989 — 1993
BA, Economics
RBC Capital Markets October 2001 - Present
Tucker Anthony Sutro January 2000 - October 2001
Skills
Syndications, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equity Capital Markets, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Equities, LBO, Investments, Banking
Education
Boston University - School of Management 1996 — 1998
MBA, Finance
Lehigh University 1989 — 1993
BA, Economics
Chris Barnes Chris Barnes's Tucker Anthony Sutro Experience April 1998 - October 2001
Job Vice President, Business Development at Newalta
Industry Oil & Energy
Experience
Newalta August 2014 - Present
Sarowdin Partners LLC May 2004 - August 2014
Gallagher Enterprises LLC December 2001 - April 2004
Tucker Anthony Sutro April 1998 - October 2001
Tucker Anthony Sutro Capital Markets 1998 - 2001
Cleary Gull Reiland & McDevitt August 1994 - April 1998
Lehman Brothers May 1988 - March 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Northwestern University - Kellogg School of Management 1992 — 1994
mba
Texas A&M University 1981 — 1985
B.S., Petroleum Engineering
Newalta August 2014 - Present
Sarowdin Partners LLC May 2004 - August 2014
Gallagher Enterprises LLC December 2001 - April 2004
Tucker Anthony Sutro April 1998 - October 2001
Tucker Anthony Sutro Capital Markets 1998 - 2001
Cleary Gull Reiland & McDevitt August 1994 - April 1998
Lehman Brothers May 1988 - March 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Northwestern University - Kellogg School of Management 1992 — 1994
mba
Texas A&M University 1981 — 1985
B.S., Petroleum Engineering
Amy Weasler Amy Weasler's Tucker Anthony Sutro Experience October 1996 - May 2001
Job VP at AOB Med Spa
Industry Health, Wellness and Fitness
Experience
AOB Med Spa January 2015 - Present
AOB Med Spa May 2014 - December 2014
Smashburger February 2010 - December 2013
Kona Village June 2002 - July 2005
Geronimo Partners June 2003 - June 2004
Tucker Anthony Sutro October 1996 - May 2001
GS2 Securities December 1994 - June 1996
Electronic Data Systems July 1990 - April 1993
Skills
Franchise Sales, Local Marketing, P&L Management, New Store Development, Brand Development, Lead Generation, Franchising, Strategy, Online Marketing, Training, Contract Negotiation, Hospitality Industry, Start-ups, Sales Growth, Series 7, Series 63, Series 65, Capital Markets, Institutional Sales, Equity Research, Equity Trading, Conference Planning, Meeting Planning, New Business Development, Sales, Marketing Strategy, Management, Team Building, Marketing, Strategic Planning
Education
Marquette University 1986 — 1990
B.S., Finance, Economics
AOB Med Spa January 2015 - Present
AOB Med Spa May 2014 - December 2014
Smashburger February 2010 - December 2013
Kona Village June 2002 - July 2005
Geronimo Partners June 2003 - June 2004
Tucker Anthony Sutro October 1996 - May 2001
GS2 Securities December 1994 - June 1996
Electronic Data Systems July 1990 - April 1993
Skills
Franchise Sales, Local Marketing, P&L Management, New Store Development, Brand Development, Lead Generation, Franchising, Strategy, Online Marketing, Training, Contract Negotiation, Hospitality Industry, Start-ups, Sales Growth, Series 7, Series 63, Series 65, Capital Markets, Institutional Sales, Equity Research, Equity Trading, Conference Planning, Meeting Planning, New Business Development, Sales, Marketing Strategy, Management, Team Building, Marketing, Strategic Planning
Education
Marquette University 1986 — 1990
B.S., Finance, Economics
Scott Baltazar's Tucker Anthony Sutro Experience November 2000 - September 2001
Job Founder "Curb Defender, LLC" Entrepreneur
Industry Building Materials
Experience
Curb Defender LLC May 2014 - Present
First Fax,LLC January 2004 - January 2011
Pesot Renewable Energy, LLC January 2001 - January 2004
Tucker Anthony Sutro November 2000 - September 2001
Wexford Clearing Services October 1998 - November 2000
Prudential Securities April 1995 - October 1998
Skills
Investments, Retirement Planning, Strategic Financial..., Project Management, Entrepreneurship, Small Business, Brand Development
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Finance and Financial Management Services
Curb Defender LLC May 2014 - Present
First Fax,LLC January 2004 - January 2011
Pesot Renewable Energy, LLC January 2001 - January 2004
Tucker Anthony Sutro November 2000 - September 2001
Wexford Clearing Services October 1998 - November 2000
Prudential Securities April 1995 - October 1998
Skills
Investments, Retirement Planning, Strategic Financial..., Project Management, Entrepreneurship, Small Business, Brand Development
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Finance and Financial Management Services
Anthony Moretti's Tucker Anthony Sutro Experience January 1998 - October 2000
Job Investment Banker
Industry Investment Banking
Experience
BMO Capital Markets March 2005 - June 2008
RBC Capital Markets November 2000 - February 2005
Tucker Anthony Sutro January 1998 - October 2000
Skills
Mergers & Acquisitions, Financial Structuring, Equities, Finance, Strategy, Mergers, Financial Modeling, Management Consulting, Private Equity, Digital Media, Investment Banking, Corporate Development, Venture Capital, Corporate Finance, Start-ups, Business Strategy, Strategic Planning, M&A experience, Valuation, Business Development
Education
Brown University
Bachelor of Arts, Business Economics
Cranston East High School
BMO Capital Markets March 2005 - June 2008
RBC Capital Markets November 2000 - February 2005
Tucker Anthony Sutro January 1998 - October 2000
Skills
Mergers & Acquisitions, Financial Structuring, Equities, Finance, Strategy, Mergers, Financial Modeling, Management Consulting, Private Equity, Digital Media, Investment Banking, Corporate Development, Venture Capital, Corporate Finance, Start-ups, Business Strategy, Strategic Planning, M&A experience, Valuation, Business Development
Education
Brown University
Bachelor of Arts, Business Economics
Cranston East High School
Susan Armstrong Navas's Tucker Anthony Sutro Experience December 1999 - June 2001
Job Executive Assistant to SVP & General Manager Enterprise Storage Solutions, SanDisk
Industry Computer Networking
Experience
Sandisk-(Pliant acquired by SanDsk) March 2010 - Present
Azul Systems January 2006 - March 2010
Certus Software Inc. 2005 - 2006
Allegis Capital December 2001 - October 2004
Tucker Anthony Sutro December 1999 - June 2001
MPM Capital December 1997 - December 1999
Skills
Enterprise Software, Product Marketing, Salesforce.com, Start-ups, Sales, Executive Calendar..., Training, Board Administration, Mergers & Acquisitions, Business Development, Product Management
Education
Endicott College
Sandisk-(Pliant acquired by SanDsk) March 2010 - Present
Azul Systems January 2006 - March 2010
Certus Software Inc. 2005 - 2006
Allegis Capital December 2001 - October 2004
Tucker Anthony Sutro December 1999 - June 2001
MPM Capital December 1997 - December 1999
Skills
Enterprise Software, Product Marketing, Salesforce.com, Start-ups, Sales, Executive Calendar..., Training, Board Administration, Mergers & Acquisitions, Business Development, Product Management
Education
Endicott College
Ken Klipper's Tucker Anthony Sutro Experience 2000 - 2002
Job Chief Financial Officer for Salem Five Cents Savings Bank
Industry Banking
Experience
Salem Five Cents Savings Bank May 2014 - Present
First Marblehead September 2008 - May 2014
Union Federal Savings Bank November 2006 - May 2014
First Marblehead 2005 - September 2008
JP Morgan/BrownCo 2003 - 2005
Tucker Anthony Sutro 2000 - 2002
Fidelity Investments 1995 - 2000
KPMG 1981 - 1992
Skills
SEC filings, Internal Controls, Risk Management, Managerial Finance, Financial Services, Strategic Financial..., Corporate Finance, Revenue Recognition, Finance, Banking, Auditing, Valuation, Financial Audits, Internal Audit, Financial Accounting, Fixed Income, Forecasting, Strategy, Financial Analysis, Financial Planning, Management, Mergers
Education
University of Richmond - Robins School of Business 1977 — 1981
Bachelor of Science (B.S.), Accounting
Salem Five Cents Savings Bank May 2014 - Present
First Marblehead September 2008 - May 2014
Union Federal Savings Bank November 2006 - May 2014
First Marblehead 2005 - September 2008
JP Morgan/BrownCo 2003 - 2005
Tucker Anthony Sutro 2000 - 2002
Fidelity Investments 1995 - 2000
KPMG 1981 - 1992
Skills
SEC filings, Internal Controls, Risk Management, Managerial Finance, Financial Services, Strategic Financial..., Corporate Finance, Revenue Recognition, Finance, Banking, Auditing, Valuation, Financial Audits, Internal Audit, Financial Accounting, Fixed Income, Forecasting, Strategy, Financial Analysis, Financial Planning, Management, Mergers
Education
University of Richmond - Robins School of Business 1977 — 1981
Bachelor of Science (B.S.), Accounting
Walt Geiger's Tucker Anthony Sutro Experience 1997 - 1999
Job Director of Investment Management at Richardson Capital Management
Industry Financial Services
Experience
Richardson Capital Management 2010 - Present
Red Granite Advisors 2007 - 2009
Northwestern Mutual 1999 - 2007
Tucker Anthony Sutro 1997 - 1999
Robert W. Baird & Co. 1996 - 1997
Jockey International 1991 - 1993
Skills
Investments, Financial Analysis, Equity Research, Portfolio Management, Chartered Financial..., Valuation, Equity Valuation, Alternative Investments, Fixed Income Strategies, Investment Management
Education
University of Wisconsin-Madison 1995 — 1996
MS - Finance, Investment and Banking
Marquette University 1985 — 1989
BS, Business Administration
Bradenton Acedemy
Richardson Capital Management 2010 - Present
Red Granite Advisors 2007 - 2009
Northwestern Mutual 1999 - 2007
Tucker Anthony Sutro 1997 - 1999
Robert W. Baird & Co. 1996 - 1997
Jockey International 1991 - 1993
Skills
Investments, Financial Analysis, Equity Research, Portfolio Management, Chartered Financial..., Valuation, Equity Valuation, Alternative Investments, Fixed Income Strategies, Investment Management
Education
University of Wisconsin-Madison 1995 — 1996
MS - Finance, Investment and Banking
Marquette University 1985 — 1989
BS, Business Administration
Bradenton Acedemy
Herbert Maher, CFA's Tucker Anthony Sutro Experience August 1990 - June 1995
Job Experienced investment professional
Industry Financial Services
Experience
Topside Marine Services, LLC March 2012 - Present
North Atlantic Marine Services LLC September 2009 - September 2011
State Street May 2007 - July 2008
H.C. Wainwright March 1998 - June 2002
Advest, Inc. June 1995 - March 1998
Tucker Anthony Sutro August 1990 - June 1995
Cowen & Co. June 1983 - August 1990
Skills
Investment Banking, Due Diligence, Management, Derivatives, Trading, Marketing, Business Planning, Research, Valuation, Bloomberg, Private Equity, Asset Management, Alternative Investments, Equities, Strategy, Capital Markets, Financial Modeling, Portfolio Management, Asset Managment, Investments, Equity Research
Education
American University - Kogod School of Business 1969 — 1971
MBA, Finance
Syracuse University 1962 — 1966
BA, American Studies
Topside Marine Services, LLC March 2012 - Present
North Atlantic Marine Services LLC September 2009 - September 2011
State Street May 2007 - July 2008
H.C. Wainwright March 1998 - June 2002
Advest, Inc. June 1995 - March 1998
Tucker Anthony Sutro August 1990 - June 1995
Cowen & Co. June 1983 - August 1990
Skills
Investment Banking, Due Diligence, Management, Derivatives, Trading, Marketing, Business Planning, Research, Valuation, Bloomberg, Private Equity, Asset Management, Alternative Investments, Equities, Strategy, Capital Markets, Financial Modeling, Portfolio Management, Asset Managment, Investments, Equity Research
Education
American University - Kogod School of Business 1969 — 1971
MBA, Finance
Syracuse University 1962 — 1966
BA, American Studies
Christopher J. Murphy's Tucker Anthony Sutro Experience July 1998 - June 2000
Job All Covered Inc., / Konica Minolta Systems Engineer
Industry Information Technology and Services
Experience
All Covered IT Services from Konica Minolta March 2004 - Present
Audax Group June 2000 - December 2003
Tucker Anthony Sutro July 1998 - June 2000
Skills
Information Technology, Disaster Recovery, Cloud Computing, VMware, Data Center, Backup Exec, Microsoft Exchange, Virtualization, Active Directory, Servers, Windows Server, VMware ESX, System Administration, Systems Engineering, Network Architecture, Network Engineering, Sonicwall, Network Administration, SaaS, Blackberry Enterprise..., Integration, Technology Needs..., Technical Training, IT Service Management, IT Strategy, Telecommunications..., Telecommunications..., LAN-WAN, MCSE 2003, A+ Certified..., MCTS, VSP, VMware VTSP 5, Network Installation, Installation Design, Technical Project..., Technical Project..., Technology Solutions, Database Administration, Requirements Management, Requirements Analysis, CSC, Remote Monitoring, Network Hardware, Hardware Architecture, Software Installation
Education
Clark University 1998 — 1999
Certification, Microsoft Technology Certification Program
Lesley University 1993 — 1995
Bachelor of Science in Management, Business Management
Northeastern University 1986 — 1987
Business Administration
All Covered IT Services from Konica Minolta March 2004 - Present
Audax Group June 2000 - December 2003
Tucker Anthony Sutro July 1998 - June 2000
Skills
Information Technology, Disaster Recovery, Cloud Computing, VMware, Data Center, Backup Exec, Microsoft Exchange, Virtualization, Active Directory, Servers, Windows Server, VMware ESX, System Administration, Systems Engineering, Network Architecture, Network Engineering, Sonicwall, Network Administration, SaaS, Blackberry Enterprise..., Integration, Technology Needs..., Technical Training, IT Service Management, IT Strategy, Telecommunications..., Telecommunications..., LAN-WAN, MCSE 2003, A+ Certified..., MCTS, VSP, VMware VTSP 5, Network Installation, Installation Design, Technical Project..., Technical Project..., Technology Solutions, Database Administration, Requirements Management, Requirements Analysis, CSC, Remote Monitoring, Network Hardware, Hardware Architecture, Software Installation
Education
Clark University 1998 — 1999
Certification, Microsoft Technology Certification Program
Lesley University 1993 — 1995
Bachelor of Science in Management, Business Management
Northeastern University 1986 — 1987
Business Administration
Patrick Cusatis's Tucker Anthony Sutro Experience March 2000 - December 2001
Job Professor at Penn State University
Industry Financial Services
Experience
Penn State University PrincipalMunicipal Capital Investment GroupAugust 2002 - Present
Tucker Anthony Sutro March 2000 - December 2001
First Union Capital Markets March 1997 - March 2000
Lehman Brothers July 1992 - March 1997
Education
Penn State University 1984 — 1992
Ph.D., Finance
Penn State University PrincipalMunicipal Capital Investment GroupAugust 2002 - Present
Tucker Anthony Sutro March 2000 - December 2001
First Union Capital Markets March 1997 - March 2000
Lehman Brothers July 1992 - March 1997
Education
Penn State University 1984 — 1992
Ph.D., Finance
Paul Collings's Tucker Anthony Sutro Experience January 1999 - December 2001
Job President at Municipal Asset Management, Inc.
Industry Financial Services
Experience
Municipal Asset Management, Inc. 2002 - Present
Tucker Anthony Sutro January 1999 - December 2001
Cargill June 1989 - August 1998
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Miami University 1982 — 1986
BS, Economics, Finance
Municipal Asset Management, Inc. 2002 - Present
Tucker Anthony Sutro January 1999 - December 2001
Cargill June 1989 - August 1998
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Miami University 1982 — 1986
BS, Economics, Finance
Luke Rasnake's Tucker Anthony Sutro Experience August 1998 - August 1999
Job Sr VP Fixed Income Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 1999 - Present
Gibraltar Securities January 1999 - August 2000
Tucker Anthony-Sutro August 1998 - August 1999
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (BS), Labor and Industrial Relations with Finance and Psycology Concentrations
RBC Capital Markets August 1999 - Present
Gibraltar Securities January 1999 - August 2000
Tucker Anthony-Sutro August 1998 - August 1999
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (BS), Labor and Industrial Relations with Finance and Psycology Concentrations