UBP Asset Management

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UBP Asset Management Employees

Employee
Years
Job
Industry
Emily Vogel Emily Vogel Greater New York City Area Details
Emily Vogel's UBP Asset Management Experience December 2008 - June 2010
Job Marketing Account Manager at Linklaters
Industry Legal Services
Experience
Linklaters  January 2011 - Present
Victoria's Secret Fashion Show   August 2010 - December 2010
UBP Asset Management   December 2008 - June 2010
UBP Asset Management   September 2007 - December 2008

Education
McGill University   2003 — 2007
Bachelor of Commerce (BCom), Marketing

Tomas Dicpinigaitis Tomas Dicpinigaitis New York, New York Details
Tomas Dicpinigaitis's UBP Asset Management Experience January 2012 - June 2012
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2014 - Present
UBS Investment Bank  January 2013 - June 2013
UBP Asset Management   January 2012 - June 2012
Putnam Investments  December 2010 - July 2011

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Financial Analysis, Credit Analysis, Credit Risk, Morningstar, Morningstar..., Lithuanian, Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Stata, Access, Salesforce.com, Capital Markets

Education
Northeastern University   2009 — 2014
B.S. Economics and Business Administration with Concentration in Finance

London School of Economics and Political Science   2012 — 2012
Summer Program '12, Alternative Investments; Econ. of European Integration

Dan Ohayon Dan Ohayon New York, New York Details
Dan Ohayon's UBP Asset Management Experience December 2013 - May 2014
Job Vice President at AXA French Desk
Industry Financial Services
Experience
AXA Advisors  March 2014 - Present
UBP Asset Management   December 2013 - May 2014
Credit Agricole Investment Bank   September 2011 - March 2013
Credit Agricole Investment Bank   July 2010 - March 2011
Société Générale   June 2008 - August 2008

Skills
Derivatives, Investment Banking, Fixed Income, Equities, Hedge Funds, Structured Products, FX Options, Foreign Exchange, Retirement Planning, Financial Planning, Wealth Management, Wealth Preservation

Education
Laval University of Quebec   2009 — 2010
Master of Science (M.Sc), Finance

Université Panthéon Sorbonne (Paris I)   2008 — 2010
Master's Degree, Corporate Finance

Christopher Rapcewicz Christopher Rapcewicz Greater New York City Area Details
Christopher Rapcewicz's UBP Asset Management Experience March 2010 - June 2012
Job Head of Investment Risk and Operations at Helmsley Charitable Trust
Industry Financial Services
Experience
Helmsley Charitable Trust  January 2013 - Present
UBP Asset Management   March 2010 - June 2012
The Blackstone Group  September 2003 - March 2010
Measurisk  April 1999 - June 2003

Skills
Hedge Funds, Portfolio Management, Financial Modeling, Risk Management, Alternative Investments, Equities, Fund Of Funds, Market Risk, Asset Management, FX Options, Global Macro, Financial Risk, Fixed Income, Investments, Investment Management, Trading, Investment Strategies, Finance, Banking, Capital Markets, Structured Products, Bloomberg, Options

Education
Cornell University
Ph.D., Theoretical Physics

Joseph Drohan Joseph Drohan New York, New York Details
Joseph Drohan's UBP Asset Management Experience September 2005 - December 2007
Job Sr. Managing Director at KStone Partners LLC
Industry Investment Management
Experience
KStone Partners LLC   July 2008 - Present
UBP Asset Management   September 2005 - December 2007

Skills
Asset Management, Portfolio Management

Education
Long Island University-Westchester Campus   1990 — 1993
Master of Arts (M.A.)

Mercy College   1976 — 1980
Bachelor of Arts (B.A.)

Matthew Bruno Matthew Bruno Greater New York City Area Details
Matthew Bruno's UBP Asset Management Experience January 2008 - May 2013
Job Vice President at HedgeMark International LLC
Industry Financial Services
Experience
HedgeMark International LLC  August 2014 - Present
Alternative Asset Management   May 2013 - May 2014
UBP Asset Management   January 2008 - May 2013
UBP Asset Management   January 2008 - January 2010
Morgan Stanley  July 2003 - 2007
Morgan Stanley Investment Management  July 2002 - July 2003
Telecom Italia  July 2001 - August 2001

Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Bloomberg, Derivatives, Fixed Income, Portfolio Management, Asset Allocation, Fund Of Funds, Investments, Mutual Funds, Private Equity, Trading, Institutional..., Options, Capital Markets, Structured Products, Emerging Markets, Investment Management, Financial Markets, Banking, Securities, Bonds, Investment Strategies, Investor Relations, Finance, Relationship Management, Series 7, Valuation, Financial Risk, FX Options, Institutional, FX, Customer Relations, Commodities, Swaps, Hedging, Product Development, Separately Managed..., Basel III, Solvency II, Management

Education
Marquette University   1998 — 2002
BS, Finance and International Business

Marquette University, College of Business Administration   1998 — 2002
Bachelor, Science; Finance and International Business

Jennifer Avicolli Jennifer Avicolli Greater New York City Area Details
Jennifer Avicolli's UBP Asset Management Experience September 2004 - March 2008
Job General Counsel and Chief Compliance Officer at Water Island Capital, LLC
Industry Investment Management
Experience
Water Island Capital, LLC  January 2012 - Present
Cadogan Management LLC  October 2010 - November 2011
UBP Asset Management   September 2004 - March 2008
New York City Law Department  March 2003 - August 2004
Brown Gavalas and Fromm LLP   August 2000 - August 2002

Education
The University of Connecticut School of Law   1997 — 2000
J.D., Law

University of Exeter   1999 — 1999
Law

Central Connecticut State University   1991 — 1996
B.A., Political Science

Dmitry Reznikov Dmitry Reznikov Greater New York City Area Details
Dmitry Reznikov's UBP Asset Management Experience 2009 - 2011
Job Risk and investment strategy professional
Industry Investment Management
Experience
Neuberger Berman  December 2013 - Present
Cutwater Asset Management  February 2012 - September 2013
UBP Asset Management   2009 - 2011
Fortress Investment Group  2007 - 2008
Credit Suisse  2004 - 2005
DIR Consulting, Inc.   2001 - 2004
Cisco Systems  1999 - 2001
Data General  1997 - 1999

Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation

Education
University of California, Berkeley - Walter A. Haas School of Business   2005 — 2006
MS

Brandeis University
BA.

Abigail Hapil Abigail Hapil Greater New York City Area Details
Abigail Hapil's UBP Asset Management Experience January 2010 - June 2010
Job Associate Analyst at MasterCard
Industry Financial Services
Experience
MasterCard  May 2013 - Present
MasterCard  July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.)   January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.)   July 2011 - December 2011
UBP Asset Management   January 2010 - June 2010
National Naval Medical Center  June 2009 - August 2009
Vector Marketing  July 2008 - September 2008
Wild Birds Unlimited  May 2008 - August 2008

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Lotus Notes, Team Leadership, Public Speaking, Event Planning, Microsoft Word, SharePoint, Salesforce.com..., Photoshop, Database Administration, Piano Playing, Customer Service, Marketing, Analysis

Education
Northeastern University   2008 — 2013
Bachelor's Degree, Business Administration - Marketing & Finance

Denise Dlugozima Denise Dlugozima Greater New York City Area Details
Denise Dlugozima's UBP Asset Management Experience March 2010 - December 2012
Job Director Head of Client Services at Burnham Securities Inc.
Industry Financial Services
Experience
Burnham Asset Management   July 2014 - Present
Revere Capital Advisors   January 2013 - July 2014
UBP Asset Management   March 2010 - December 2012
UBP Asset Management   March 2009 - March 2010
UBP Asset Management   September 2007 - March 2008
UBP Asset Management   September 2007 - March 2008
Arden Asset Management  May 2001 - September 2007
United Media  June 1999 - May 2001
Neuberger Berman  September 1996 - June 1999
ANN INC.  May 1996 - March 1997

Skills
Marketing Communications, Business Reporting, Asset Management, Investor Relations, Customer Relations, Fund Of Funds, Alternative Investments, Marketing Strategy, Excel, PowerPoint, Team Leadership, Event Management, Strategic Planning, Budgeting, Marketing Management, Market Planning, High Net Worth..., Institutional Clients, Microsoft Excel, MS Project, Multiple project..., Marketing event planning, Emerging Managers, Research Operations, Hedge Funds, Marketing, Budgets, Institutional..., Customer Service, Business Development

Education
Niagara University   1992 — 1996
BS, Business Management

Edward R. Murrow

Erica Beaudoin Erica Beaudoin Greater New York City Area Details
Erica Beaudoin's UBP Asset Management Experience 2010 - 2012
Job Investment Team Coordinator at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors  January 2013 - Present
Fortress Investment Group  June 2012 - September 2012
UBP Asset Management   2010 - 2012
Fortress Investment Group  2007 - 2010
Kellogg Group, LLC  2004 - 2007
TAHOE Trading Company   2001 - 2004

Skills
Hedge Funds, Alternative Investments, Trading, Asset Management, Fund Of Funds, Bloomberg, Derivatives, Equities, Financial Markets, Fixed Income, Investments, Options, Securities, Valuation

Education
University at Albany   1999 — 2001
BS, Business Administration

State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General

Cathy Park Cathy Park San Francisco Bay Area Details
Cathy Park's UBP Asset Management Experience 2008 - 2011
Job Senior Product Manager at Xignite
Industry Internet
Experience
Xignite  February 2014 - Present
Xignite  2012 - February 2014
UBP Asset Management   2008 - 2011
UBP Asset Management   2006 - 2008
Highbridge Capital Management  2005 - 2005
Morgan Stanley Smith Barney  2003 - 2004

Skills
Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Fund Of Funds, Product Management, Derivatives, Equities, Cloud Applications, APIs, Capital Markets, Financial Markets, Financial Services, Investments, Management, Strategy, Finance

Education
University of California, Los Angeles   2001 — 2005
B.A.

Frank Vilardi, CPA Frank Vilardi, CPA Greater New York City Area Details
Frank Vilardi, CPA's UBP Asset Management Experience January 2012 - Present
Job Global Controller Asset Management
Industry Accounting
Experience
UBP Asset Management   January 2012 - Present
PineBridge Investments  July 2010 - June 2011
Stone Tower Capital  May 2008 - May 2009
AXA Equitable  December 2001 - April 2008
Business Technology People, Inc.   November 1999 - December 2001
Deloitte & Touche  October 1998 - November 1999
Margolin, Winer & Evens, LLP   December 1995 - October 1998
Grodsky, Caporrino & Kaufman, PC   September 1992 - December 1995

Skills
Financial Reporting, GAAP, SEC reporting, Consolidation, Asset Management, Insurance, PeopleSoft, Quickbooks, SAP, General Ledger, Financial Analysis, Accounting, Financial Modeling, Cash Flow, Budgeting, QuickBooks

Education
Long Island University, C.W. Post Campus
BS, Accounting

Victoria Kemp Victoria Kemp Greater New York City Area Details
Victoria Kemp's UBP Asset Management Experience July 2003 - April 2005
Job Event & Roadshow Marketing at Barclays
Industry Events Services
Experience
Barclays  August 2009 - Present
JPMorgan  April 2005 - January 2009
UBP Asset Management   July 2003 - April 2005
Morgan Stanley  March 2000 - November 2001
Wells Rich Greene BDDP  1995 - 1998

Skills
Equities, Corporate Events, Event Planning, Event Management

Education
University of Delaware   1990 — 1994
AS, English/Journalism

Andrey Lvovsky Andrey Lvovsky Greater New York City Area Details
Andrey Lvovsky's UBP Asset Management Experience January 2003 - March 2006
Job Portfolio Risk/Hedging at Hedge Fund
Industry Investment Management
Experience
Hedge Fund Management Firm  March 2012 - Present
Barclays Capital  November 2009 - March 2012
Plainfield Asset Management  March 2006 - August 2009
UBP Asset Management   January 2003 - March 2006
Gartner Inc  January 2001 - January 2003
Xpedior  December 1999 - September 2000

Skills
Hedging, Hedge Funds, Stress Testing, Credit Derivatives, Statistics, Risk Management, Market Risk, Risk Modeling, VAR, Visual Basic, Quantitative Analysis, Fund Of Funds, R, Risk Management Systems, Equity Derivatives, Quantitative Analytics, Portfolio Management, FX Options, Equities, Interest Rate..., Capital Markets, Options

Education
New York University - Leonard N. Stern School of Business   2002 — 2006
MBA

Lomonosov Moscow State University (MSU)   1991 — 1996
MS

Mitchell Clayton, CFA, CAIA Mitchell Clayton, CFA, CAIA New York, New York Details
Mitchell Clayton, CFA, CAIA's UBP Asset Management Experience October 2011 - May 2012
Job Alternative Investment Analysis & Operational Due Diligence
Industry Financial Services
Experience
Lazard Asset Management  August 2014 - Present
Duff & Phelps  June 2012 - June 2014
UBP Asset Management   October 2011 - May 2012
Suffolk Capital Management  2003 - 2010

Skills
Equity Research, Operational Due..., News Analysis, Report Writing, Buy-side, Chartered Financial..., REIT, BDCs, Conservation Easements, Hedge Funds, Fund Of Funds, Editing, Industrial Sector, Spanish, Equities

Education
University of Pennsylvania   1999 — 2003
B.A., Economics, magna cum laude, 3.73

Hunter College High School

Christopher Ito Christopher Ito Greater New York City Area Details
Christopher Ito's UBP Asset Management Experience January 2006 - June 2010
Job Chief Executive Officer at Fossil Free Indexes LLC
Industry Venture Capital & Private Equity
Experience
Fossil Free Indexes LLC   December 2014 - Present
Carmen Ventures LLC   June 2010 - Present
UFunded   February 2015 - June 2015
Konnect2, LLC   October 2011 - February 2015
Sycamore Studios   April 2013 - July 2014
UBP Asset Management   January 2006 - June 2010
SEI Investments  December 2004 - July 2005
Deloitte Consulting  1993 - 2004
Deloitte & Touche  1993 - 2004

Skills
Hedge Funds, Pensions, Portfolio Management, Investment Consulting, Liability Driven..., Asset Allocation, Start-ups, Crowdfunding, Marketing, Angel Investing, Alumni Relations, Brand Equity, Alternative Investments, Due Diligence, Entrepreneurship, Mutual Funds, LDI, Mergers & Acquisitions, Investment Advisory..., Management

Education
The Ohio State University   1984 — 1988
BSBA, Accounting

The Ohio State University Fisher College of Business   1984 — 1988

Meredith Mercil Meredith Mercil Greater New York City Area Details
Meredith Mercil's UBP Asset Management Experience September 2007 - May 2008
Job Partner, Associate Director | Digital Investment at Mindshare
Industry Marketing and Advertising
Experience
Mindshare  March 2013 - January 2015
PHD Media  January 2011 - February 2013
MindShare  March 2010 - January 2011
MindShare  August 2009 - March 2010
UBP Asset Management   September 2007 - May 2008
ABG Print   June 2007 - September 2007
Universal Music Group  January 2007 - May 2007

Skills
Digital Strategy, Digital Media, Media Planning, DoubleClick, comScore, Media Strategy, Marketing, Interactive Marketing, Media Buying, Social Media, Marketing Research, Digital Marketing, Online Advertising, Mobile Marketing, Mobile Advertising, Integrated Marketing

Education
Pace University - Lubin School of Business   2004 — 2008
BBA, Marketing with a Concentration in Advertising and Promotions

American Business School of Paris   2006 — 2006
International Marketing

St. Joseph Hill Academy

Brandt Carr Brandt Carr Richmond, Virginia Details
Brandt Carr's UBP Asset Management Experience June 2009 - July 2011
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co.   June 2013 - Present
Harris Williams & Co.   June 2012 - August 2012
UBP Asset Management   June 2009 - July 2011
Citi  July 2007 - June 2009
Houlihan Lokey  May 2006 - July 2007

Skills
Financial Modeling, Valuation, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Investments, Equities, Asset Managment, Fixed Income, Equity Research, LBO, Portfolio Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2013
MBA, Corporate Finance, Investment Management

Georgetown University   2001 — 2005
BA, Political Economy

London School of Economics and Political Science   2003 — 2004
General Course, Economic History

Richard Kichenama Richard Kichenama Greater New York City Area Details
Richard Kichenama's UBP Asset Management Experience September 2009 - February 2010
Job Senior Front End Engineer
Industry Computer Software
Experience
totom   August 2015 - Present
Stealth Travel   June 2015 - Present
Everyday Health Inc.  April 2014 - June 2015
JCC in Manhattan  March 2012 - April 2014
FXCM  June 2011 - December 2011
UBP Asset Management   September 2009 - February 2010
Capital Market Services  2005 - June 2009
Capital Market Services  2004 - 2005
Leap Group   2003 - 2004

Skills
Access, XP, SQL, JavaScript, Java, PHP, C#, MS Office Suite, Website Development, Web Development, Desktop Support, Product Support, Production Support, Programming, Microsoft Office, SEO, Microsoft SQL Server, HTML, Operating Systems, Dreamweaver, Databases, Troubleshooting, Project Management, Networking, CSS, Web Services, MySQL, Testing, ASP.NET, XML, WordPress, Web Design, Database Design, Database Administration, Windows, Visual Basic, System Administration, VB.NET, Windows 7, E-commerce, Computer Hardware, Training, Management, User Experience, User Interface Design, Technical Writing, Software Project..., Disaster Recovery, jQuery, CMS

Education
Hartwick College   1997 — 2001
Bachelors, Computer Science

Brooklyn Technical High School   1993 — 1997
Computer Science

Kyle Dwyer Kyle Dwyer Greater New York City Area Details
Kyle Dwyer's UBP Asset Management Experience June 2010 - February 2012
Job Vice President Client Advisory at Spruce Investment Advisors
Industry Investment Management
Experience
Spruce Investment Advisors   April 2014 - Present
Perella Weinberg Partners  March 2012 - November 2013
UBP Asset Management   June 2010 - February 2012
Taylor Investment Advisors   January 2006 - June 2010

Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Fixed Income, Investments, Asset Management, Derivatives, Capital Markets, Private Equity, Fund Of Funds, Valuation, Portfolio Management, Financial Modeling, Trading, Business Development, Competitive Analysis, Asset Managment

Education
Fairfield University   2003 — 2006
Bachelor of Science (B.S.), Finance, Marketing

King Low Heywood Thomas

King Low Heywood Thomas

Phillip Shetsen Phillip Shetsen Newark, New Jersey Details
Phillip Shetsen's UBP Asset Management Experience May 2008 - September 2010
Job Financial Professional with The Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Financial  April 2011 - Present
UBP Asset Management   May 2008 - September 2010
Lev Shetsen, L.L.C.   2007 - 2010

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2011
Bachelors of Science, Marketing and Business Management

Sarah Merion Sarah Merion Boston, Massachusetts Details
Sarah Merion's UBP Asset Management Experience July 2008 - December 2008
Job MBA Candidate at Babson College, F.W. Olin School of Business
Industry Health, Wellness and Fitness
Experience
Accenture  November 2011 - May 2015
GE Aviation  January 2011 - November 2011
BostInnovation.com   January 2010 - January 2011
Gelfand, Rennert & Feldman   July 2009 - December 2009
UBP Asset Management   July 2008 - December 2008
University of Michigan - Office of Technology Transfer  May 2007 - September 2007
University of Michigan - Transweb.org   June 2004 - August 2005

Skills
Strategic Planning, Start-ups, Entrepreneurship, Business Development, Social Networking, Marketing, Social Media, Business Strategy, Business Planning, Analysis, New Business Development, Sales, Public Speaking, Project Planning, Nonprofits, Editing, Negotiation, Research, Time Management, Contract Negotiation, Microsoft Excel, Financial Analysis, Marketing Strategy, Strategy, Management Consulting, Program Management, Analytics

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2016
Master of Business Administration (M.B.A.)

Northeastern University
Bachelor of Science (BS), Business Administration, Finance

Jim Bacher Jim Bacher Miami, Florida Details
Jim Bacher's UBP Asset Management Experience July 2011 - December 2011
Job Associate at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management  June 2013 - Present
Adirondack Research & Management   May 2012 - August 2012
UBP Asset Management   July 2011 - December 2011
The New York Racing Association  July 2010 - December 2010

Skills
Bloomberg Certified in..., Finance, Bloomberg, Equities, Private Equity, Distressed Debt, Mezzanine, Capital Calls, Due Diligence, Pitch Books, Financial Modeling, Real Estate, Distress Properties, Investments, Mutual Funds, Accounting, Equity Research, Leadership, Hedge Funds, Fund Accounting, Financial Analysis, Valuation, Training

Education
Northeastern University   2008 — 2013
B.S., Finance, Magna Cum Laude, 3.7

Colonie Central High School   2004 — 2008
Advanced Regents Diploma, 97

Alli Sawyer Alli Sawyer New York, New York Details
Alli Sawyer's UBP Asset Management Experience June 2009 - August 2009
Job MBA Candidate at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
CAIS Group  October 2012 - May 2015
Alison Brod Public Relations  November 2010 - November 2012
UBP Asset Management   June 2009 - August 2009
Renaissance Technologies LLC  May 2008 - July 2008

Skills
Investments, Hedge Funds, Wealth Management, Financial Services, Portfolio Management, Securities, Trading, Due Diligence, Business Development, Venture Capital, Alternative Investments, Private Equity, Analytics, Financial Modeling, Series 7, Series 63, Equities, Asset Management

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2010
Bachelors, Finance

The London School of Economics and Political Science (LSE)   2008 — 2008
Organizational Behavior

Oak Knoll

Joseph Chirayil Joseph Chirayil Greater New York City Area Details
Joseph Chirayil's UBP Asset Management Experience June 2008 - November 2010
Job Senior Technology Management Professional
Industry Financial Services
Experience
UBS Wealth Management  August 2015 - Present
Deutsche Bank  May 2013 - March 2015
Fi-Tek, LLC  June 2012 - April 2013
J.P. Morgan   July 2011 - June 2012
JudeSoft, Inc.   November 2010 - July 2011
UBP Asset Management   June 2008 - November 2010
Goldman Sachs  December 2000 - June 2008

Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Asset Management, Risk Management, Fund Of Funds, Governance, CRM, Trade Life Cycle, Fund Accounting, Operations, Cash Management, SOC 1, IT Governance, Financial Services, Strategy, Compliance, SSAE 16, Architecture, IT Infrastructure..., Enterprise IT..., IT Project & Program..., Java Enterprise Edition, Object Oriented Design, Application Frameworks, Director of Technology, Head of Technology, Vice President..., CTO, CIO, Senior Manager..., Trading Systems, Options, Trading, Cloud Computing, DevOps, Release Management, SDLC

Education
New York Institute of Technology
M.S., Computer Science

University of Delhi
M.Sc., Operations Research

Shelley Goldberg Shelley Goldberg New York, New York Details
Shelley Goldberg's UBP Asset Management Experience September 2007 - December 2009
Job Environmental Sustainablility Investment Manager and Advisor
Industry Financial Services
Experience
Think Beyond Plastic Accelerator and Innovation Forum   October 2014 - Present
HLM Energy   November 2013 - Present
Brevan Howard  October 2012 - September 2013
Roubini Global Economics  August 2010 - October 2012
UBP Asset Management   September 2007 - December 2009
G3 Capital Partners, LLC   November 2005 - March 2007
Principal, StoneHedge Partners, Inc.,   January 2004 - October 2005
Deloitte, LLP  January 2000 - January 2003
Rothschild Inc  January 1997 - January 1999
MG London, Inc   January 1992 - January 1997

Skills
Hedge Funds, Fund of..., Commodities, Hard Assets, Asset Managment, Portfolio Management, Private Equity, Capital Markets, Investments, Fixed Income, Emerging Markets, Valuation, Bloomberg, Financial Modeling, Financial Markets, Equity Research, Due Diligence, Investment Banking, Investor Relations, Trading, Options, Corporate Finance, FX Options, Quantitative Analytics, Financial Analysis, Commodity, Hedge Funds, Asset, Asset Allocation, Structured Finance, Risk Management, Mergers & Acquisitions, Mutual Funds, Investment Strategies, Start-ups, Strategy, Finance, Swaps, Asset Management, Commodity Markets, Equities, Derivatives, Alternative Investments, Hedging

Education
New York University Stern School of Business
M.B.A, Finance and International Business

Tufts University
BA, Political Science & Spanish

Universitad de Barcelona
Study Abroad Program, Political Economics

Will Coward Will Coward Minneapolis, Minnesota Details
Will Coward's UBP Asset Management Experience 2007 - 2009
Job Consumer Insights Analyst at Ciceron
Industry Marketing and Advertising
Experience
Ciceron  January 2015 - Present
Target  2014 - 2014
Intellectual Takeout  2013 - 2014
Carmichael Lynch  2012 - 2013
UM Worldwide  2011 - 2011
UBP Asset Management   2007 - 2009
WEB International  2005 - 2006

Skills
Marketing

Education
University of Puget Sound   2001 — 2005
Bachelor's Degree, Philosophy

Beijing Foreign Studies University   2004 — 2004
Chinese Language

National Taichung University of Education   2004 — 2004
Chinese Language

Miami Ad School

John Stimpson John Stimpson Greater New York City Area Details
John Stimpson's UBP Asset Management Experience May 2007 - July 2009
Job Managing Director at Prisma Capital Partners LP
Industry Investment Management
Experience
Prisma Capital Partners  August 2009 - Present
UBP Asset Management   May 2007 - July 2009
Deutsche Bank, Absolute Return Strategies Group   April 2006 - June 2007
The Torrey Funds   April 2004 - April 2006
UBS Financial Services  February 2002 - February 2004
Massachusetts Office of International Trade and Investment  January 1999 - December 1999
Office of the Governor  August 1994 - November 1998
Massachusets State Legislature   August 1993 - August 1994
White House  June 1992 - January 1993

Skills
Alternative Investments, Hedge Funds, Investor Relations, Fund Of Funds, Capital, Finance, Investment Banking, Investments

Education
Columbia Business School   2000 — 2002
MBA, Finance

Villanova University   1988 — 1992
BA, Political Science

The Rivers School   1984 — 1988
High School Diploma

Jay Bosse Jay Bosse Boston, Massachusetts Details
Jay Bosse's UBP Asset Management Experience October 2005 - November 2006
Job Hedge Fund Operations
Industry Investment Management
Experience
Midwood Capital Management LLC   March 2014 - Present
Start Up RIA / Proprietary Mutual Fund   January 2013 - March 2014
Amber Capital  May 2007 - December 2012
UBP Asset Management   October 2005 - November 2006
JPMorgan Hedge Fund Services  July 2004 - September 2005
BISYS Fund Services  August 2001 - April 2004
State Street  July 2000 - August 2001

Education
Pace University - Lubin School of Business   2010 — 2011
MS, Finance

Saint Anselm College   1996 — 2000
BA, Finance/Economics

Cheverus High School   1994 — 1996

Westbrook High School   1992 — 1994

John Levitt, CAIA John Levitt, CAIA Greater New York City Area Details
John Levitt, CAIA's UBP Asset Management Experience January 2008 - July 2010
Job President at Summit Investment Mgmt. Corp. and Principal at ManagementPlus Group
Industry Financial Services
Experience
Summit Investment Mgmt. Corp.   1994 - Present
ManagementPlus Group   November 2013 - Present
Clearbrook Discretionary Investment Services LLC   January 2011 - June 2012
UBP Asset Management   January 2008 - July 2010
Gregoire Capital LLC   January 2001 - December 2007
The Harvest Fund Group   April 1994 - December 2000
Spear, Leeds & Kellogg   January 1991 - March 1994
Further Information Available Upon Request   July 1975 - December 1990

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Investments, Equities, Risk Management, Fixed Income, Asset Allocation, Due Diligence, Economics, Asset Management, Derivatives, Corporate Governance, Compliance, Family Office, Regulatory Affairs, Financial Structuring, Private Equity

Education
University of Chicago   1976 — 1978
M.A.

The Johns Hopkins University   1971 — 1975
B.A.

Matt Siber Matt Siber Greater New York City Area Details
Matt Siber's UBP Asset Management Experience April 2008 - May 2009
Job President at Exclusive Broadway
Industry Events Services
Experience
Exclusive Broadway   May 2011 - Present
Exclusive Broadway   September 2009 - Present
UBP Asset Management   April 2008 - May 2009
Standard & Poor's   2007 - 2008
Standard & Poor's   2006 - 2007

Skills
Hedge Funds, Entertainment, Theatre, Alternative Investments, Entrepreneurship, Social Media Marketing, Fundraising, Due Diligence, Portfolio Management, Event Management, Asset Management, Tourism, Start-ups, Social Networking, Financial Modeling, Private Equity, Social Media, Investments, Marketing, Event Planning, Corporate Events, Marketing Strategy, Digital Marketing, Market Research, Online Marketing, Sponsorship, Trade Shows, Business Development, New Business Development, Business Strategy, Integrated Marketing, Marketing Communications, Strategic Partnerships

Education
Penn State University   2002 — 2006
BS, Finance/International Business

Bond University   2004 — 2005
International Business

Vincent Baudelot, CFA Vincent Baudelot, CFA New York, New York Details
Vincent Baudelot, CFA's UBP Asset Management Experience 2012 - Present
Job
Industry Investment Management
Experience
UBP Asset Management   2012 - Present

Skills
Quantitative Finance, Hedge Funds, VBA, French, English, Engineering, Java, Fund Of Funds, Asset Management, Bloomberg, Financial Markets, Financial Modeling, Mathematics, Risk Management, Portfolio Management, Investments, Quantitative Analysis, Matlab, Alternative Investments, Statistics, Excel, Quantitative Analytics, Asset Managment, Volatility, Fixed Income

Education
MINES ParisTech   2003 — 2006
Master’s Degree

Lycee Louis le Grand   2001 — 2003
Classes Prepa

Matthew Mlinarich Matthew Mlinarich Greater New York City Area Details
Matthew Mlinarich's UBP Asset Management Experience October 2003 - March 2005
Job
Industry Investment Management
Experience
STONEHAVEN, LLC  November 2013 - Present
FCE Group   August 2011 - November 2013
Khronos LLC  June 2010 - May 2011
Heritage Fund Management   July 2009 - June 2010
Muirfield Capital Management  March 2005 - March 2009
UBP Asset Management   October 2003 - March 2005
Ivy Asset Management  May 2000 - October 2003

Education
Cornell University

Richard Mohr Richard Mohr Greater New York City Area Details
Richard Mohr's UBP Asset Management Experience 2011 - Present
Job Alternative Investment Professional
Industry Financial Services
Experience
UBP Asset Management   2011 - Present

Skills
Alternative Investments, Hedge Funds, Portfolio Management, Financial Modeling, Equity Research, Data Analysis, Management, Equities, Investments, Quantitative Analytics, Finance, Asset Allocation, Asset Management, Private Equity, Due Diligence, Six Sigma, Project Management, Process Improvement

Education
Columbia University - Columbia Business School
MBA

Villanova University
Bachelor of Science (BS)

Vicki Crofts Vicki Crofts Greater New York City Area Details
Vicki Crofts's UBP Asset Management Experience 2005 - 2007
Job Director at Citi Private Equity
Industry Accounting
Experience
Citi Private Equity  May 2007 - Present
Union Bancaire Privee Asset Management   2005 - 2007
UBP Asset Management   2005 - 2007
Union Bancaire Privee Asset Management   2005 - 2007
Bear Stearns Merchant Banking   2000 - 2005
Bear Stearns Asset Management Inc.  2000 - 2005
Bear Stearns  1996 - 2005

Skills
Private Equity, Accounting, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Risk, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Budgets, Project Management, Risk Management, Strategic Planning, Valuation

Education
University of Northern Iowa   1984 — 1988
Bachelor of Arts (BA), Accounting

Andrew Gregorio Andrew Gregorio Greater New York City Area Details
Andrew Gregorio's UBP Asset Management Experience December 2004 - April 2009
Job Experienced Relationship Management/Client Services Professional
Industry Financial Services
Experience
TetherView   November 2014 - August 2015
Fidelity Investments  July 2011 - September 2014
Merrill Lynch  August 2010 - July 2011
UBP Asset Management   December 2004 - April 2009

Skills
Relationship Management, Alternative Investments, Financial Services, Fund Of Funds, Fixed Income, Capital Markets, Hedge Funds, Investor Relations, Client Services, Customer Relations, Securities, Equities, Asset Management, Investments, Business Development, Management, Account Management, Private Cloud, Sales Operations, Trade Operations, Bonds, Settlement, Trading, Financial Markets, Fund Administration, Private Equity, Sales Process, IT as a Service, Technology Solutions, New Business Development, Relationship Building

Education
Pace University - Lubin School of Business   1999 — 2002
Bachelor's degree, Business Management

Joshua Beardsley, Esq. Joshua Beardsley, Esq. Chicago, Illinois Details
Joshua Beardsley, Esq.'s UBP Asset Management Experience December 2009 - March 2010
Job Assistant Vice President, Portfolio Compliance at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  September 2014 - May 2015
Options Clearing Corp  March 2014 - August 2014
INTL FCStone Inc.  November 2011 - March 2014
Accenture  April 2010 - November 2011
UBP Asset Management   December 2009 - March 2010
KPMG  November 2005 - October 2009
Public Policy Forum  1999 - 2000

Skills
Derivatives, Risk Management, Management, Asset Management, Financial Analysis, Due Diligence, Operational Risk, Banking, Enterprise Risk..., Financial Services, Financial Risk, Investment Banking, Commodity, Internal Controls, AML, Securities, Accounting, Alternative Investments, Hedge Funds, Capital Markets, Investments, Project Management, Financial Markets, Anti Money Laundering

Education
New York Law School   2000 — 2003
Doctor of Law (J.D.)

University of Wisconsin-Milwaukee   1995 — 1999
Bachelor of Science, Criminal Justice/Police Science

Victoria Koyfman Victoria Koyfman Greater New York City Area Details
Victoria Koyfman's UBP Asset Management Experience September 2003 - September 2005
Job Senior Financial Associate at J.P. Morgan Alternative Asset Management, Inc.
Industry Financial Services
Experience
JP Morgan Alternative Asset Management, Inc.   October 2005 - Present
UBP Asset Management   September 2003 - September 2005
BrokerTec  March 2002 - July 2003
Goldman Sachs (Spear Leeds & Kellogg)   April 2000 - February 2002

Skills
Hedge Funds, Fixed Income, Fund Of Funds, Alternative Investments, Equities, Asset Managment, Financial Analysis, Valuation, Investments, Finance, Due Diligence, Portfolio Management, Asset Management

Education
City University of New York-Hunter College   1994 — 1999
BS, Accounting

Anna Johnson Vella Anna Johnson Vella Greater New York City Area Details
Anna Johnson Vella's UBP Asset Management Experience February 2008 - May 2010
Job Head of Investor Relations at Millennium Partners
Industry Investment Management
Experience
Millennium Partners  May 2013 - Present
Millennium Partners  May 2010 - May 2013
UBP Asset Management   February 2008 - May 2010
Galleon Group  January 2007 - February 2008
Watson Wyatt  June 1999 - December 2006

Skills
Hedge Funds

Education
Boston University   1995 — 1999

Margot Bitter Margot Bitter New York, New York Details
Margot Bitter's UBP Asset Management Experience April 2009 - July 2012
Job Creative Assistant
Industry Entertainment
Experience
Boy Toy Inc.   January 2014 - Present
Calamos   April 2013 - December 2013
UBP Asset Management   April 2009 - July 2012

Skills
Investments, Due Diligence, Microsoft Excel, Fund Of Funds, Hedge Funds, Securities Regulation, Microsoft Office, Alternative Investments, Securities

Education
New York University   2005 — 2008
BA, Music Business & Entrepreneurship

Tulane University   2004 — 2005
Liberal Arts

Michael Hanisch Michael Hanisch New York, New York Details
Michael Hanisch's UBP Asset Management Experience March 2010 - February 2014
Job Hedge Fund Investments at Aviva Investors
Industry Financial Services
Experience
Aviva Investors  February 2014 - Present
UBP Asset Management   March 2010 - February 2014
AIG Global Investment Group/ PineBridge Investments   October 2008 - March 2010
Bank of America  January 2006 - August 2008
GAM USA, Inc  October 2005 - December 2006
State Street Bank  June 2003 - August 2005

Skills
Asset Management, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fund Accounting, Equities, Investment Banking, Fixed Income, Trading, Due Diligence, Investor Relations, Accounting

Education
Franklin Pierce College   1999 — 2003
Bachelor of Science, Finance, Economics

Matt Plaveczky Matt Plaveczky Greater New York City Area Details
Matt Plaveczky's UBP Asset Management Experience September 2008 - June 2012
Job Senior Consultant at Aon Hewitt
Industry Banking
Experience
Aon Hewitt  July 2012 - Present
UBP Asset Management   September 2008 - June 2012
JPMorgan Chase  July 2007 - August 2008
Ramius Capital Group  2001 - 2007

Education
Rutgers, The State University of New Jersey-New Brunswick   1996 — 2000
Bachelor of Arts, Economics

Courtney Sturdevent Courtney Sturdevent Greater New York City Area Details
Courtney Sturdevent's UBP Asset Management Experience June 2013 - Present
Job Director, Diligence and Risk at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management   June 2013 - Present
Moody's Investors Service  December 2005 - 2012
New York Life Insurance Company  September 2001 - December 2005

Skills
Fixed Income, Hedge Funds, Credit Analysis, CPA, Asset Management, Alternative Investments, Direct Client..., Portfolio Performance..., Management, Strategy, Structured Finance, Asset Managment, Wealth Management, Emerging Markets, Financial Risk, Due Diligence, Securities, Portfolio Management, Financial Analysis, Mutual Funds, Financial Modeling, Derivatives, Bonds, Series 7, Structured Products, Securitization, Equity Research, Financial Services, Investment Banking, Valuation, Bloomberg, Equities, Investments, Asset Allocation, Private Equity, Corporate Finance, Capital Markets

Education
Duke University - Fuqua School of Business
Masters Degree of Business Administration, Finance

Daniel Simon Daniel Simon Greater New York City Area Details
Daniel Simon's UBP Asset Management Experience July 2010 - June 2011
Job Entrepreneur, technologist, sortof lawyer
Industry Financial Services
Experience
Bread  March 2014 - Present
Hudson Bay Capital Management LP  May 2013 - March 2014
US Treasury  May 2012 - July 2012
UBP Asset Management   July 2010 - June 2011
Lab49  August 2007 - June 2010
EMC  March 2003 - December 2005

Skills
C#, .NET, Agile Methodologies, Silverlight, Microsoft SQL Server, WPF, Hedge Funds, Finance, Python, Corporate Law, Banking Law, National Security, Foreign Policy, Defense Policy, WCF, Flex, Java, SQL, JavaScript, C++, Software Development, Design Patterns, Asset Management, Test Driven Development, Software Engineering

Education
Yale Law School   2011 — 2014
Juris Doctor (J.D.)

Yale School of Management   2012 — 2014
Master of Business Administration (M.B.A.)

Boston University   2005 — 2007
Bachelor's Degree, International Relations

Reed College   2001 — 2003

Leslie Jensen Leslie Jensen United States Details
Leslie Jensen's UBP Asset Management Experience May 2005 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Daruma Capital Management, LLC  January 2012 - December 2013
BNP Paribas  September 2007 - January 2009
UBP Asset Management   May 2005 - August 2007
Credit Suisse First Boston  June 2003 - September 2004
HedgeFund.net  June 2002 - August 2002

Education
Hamilton College   1999 — 2003
Bachelor of Arts, cum laude, Economics, Additional coursework in Speech Communication

The Lawrenceville School   1995 — 1999
College Preparatory School

Investment Banking Institute
Intensive 4-week financial modeling and valuation training program

Rachel Worth Rachel Worth Greater New York City Area Details
Rachel Worth's UBP Asset Management Experience July 2008 - June 2010
Job Vice President The Carlyle Group Investment Solutions
Industry Financial Services
Experience
The Carlyle Group  September 2015 - Present
Millennium Partners  June 2010 - August 2015
UBP Asset Management   July 2008 - June 2010
Mezzacappa Management  April 2005 - August 2006
BlackRock Solutions  July 2004 - April 2005

Skills
Alternative Investments, Asset Management, Bloomberg, Client Services, Hedge Funds, Marketing, Equities, Series 7, Fund Of Funds, Investments, Business Development, Portfolio Management, Fixed Income, Investor Relations, Capital Markets

Education
New York University - Leonard N. Stern School of Business   2006 — 2008
MBA, Finance, Financial Markets & Instruments

University of Pennsylvania   2000 — 2003
BA, Economics

Blair (Moreland) Rodriguez Blair (Moreland) Rodriguez Greater Detroit Area Details
Blair (Moreland) Rodriguez's UBP Asset Management Experience July 2003 - August 2005
Job Communications strategist, writer, PR Jack of all Trades
Industry Public Relations and Communications
Experience
EBR Communications LLC   May 2015 - Present
Intersect Communications   May 2015 - Present
ZAG Communications   October 2014 - Present
Bain & Company  June 2010 - February 2012
Bain & Company  July 2008 - June 2010
Oliver Wyman  October 2006 - April 2008
Alexander Gallery   August 2005 - October 2006
UBP Asset Management   July 2003 - August 2005

Skills
Social Media, Strategy, Strategic Planning, Public Relations, Microsoft Office

Education
The George Washington University   1999 — 2003
BA, Religion, Art History

Cynthia Jacques, ITIL® v3 Cynthia Jacques, ITIL® v3 Greater New York City Area Details
Cynthia Jacques, ITIL® v3's UBP Asset Management Experience November 2009 - February 2010
Job Business Analyst /Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2013 - Present
Credit Suisse  July 2012 - January 2013
FDM Group  September 2011 - July 2012
FDM Group  November 2010 - August 2011
UBP Asset Management   November 2009 - February 2010
Investor Group Services  September 2008 - May 2009
Suffolk University  September 2006 - May 2009
First Investors  December 2008 - January 2009
Hartford Financial Products  August 2007 - January 2008
Bentley University  2005 - 2006

Skills
SQL, MS Office Suite, VBA, Access, Excel, SharePoint, Microsoft CRM, Data Collection, ITIL v3 Foundations..., Salesforce, Project Management, Visio, Business Analysis, Business Requirements

Education
Suffolk University   2006 — 2009
Bachelor of Science Business Administration (BSBA)

California State University-Northridge   2008 — 2008

American College of Thessaloniki   2007 — 2007

Bentley University   2004 — 2006

Daniel V. Kelly Daniel V. Kelly Greater Boston Area Details
Daniel V. Kelly's UBP Asset Management Experience October 2009 - November 2010
Job Chief Operating Officer at NEPC
Industry Investment Management
Experience
NEPC  May 2011 - Present
LightKeeper Advisors   January 2011 - May 2011
UBP Asset Management   October 2009 - November 2010
Harvard Management Company  November 1992 - October 2009

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2002
M.B.A.

Bentley University   1985 — 1988
B.S., Finance

Archbishop Williams High School

Byron Waite Byron Waite Greater New York City Area Details
Byron Waite's UBP Asset Management Experience January 2008 - Present
Job UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management   January 2008 - Present

Education
Skidmore College
B.S.

Jennifer Kaing Jennifer Kaing Greater Boston Area Details
Jennifer Kaing's UBP Asset Management Experience January 2008 - August 2008
Job Portfolio Administrator at GW&K Investment Management | MBA/MSF Candidate at Boston College
Industry Investment Management
Experience
Strong Women, Strong Girls  December 2014 - Present
GW&K Investment Management  June 2013 - Present
One Young World  May 2014 - October 2014
BNY Mellon Wealth Management  July 2012 - May 2013
Bernstein Global Wealth Management  April 2010 - July 2012
The Baupost Group  November 2008 - September 2009
UBP Asset Management   January 2008 - August 2008
Lexington Insurance Company  January 2007 - September 2007
Wayfair  January 2006 - July 2006

Skills
Investments, Bloomberg, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Financial Analysis, Fixed Income, Wealth Management, Investment Strategies, Mutual Funds, Financial Services, Securities, Investment Management, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2019
Master of Business Administration (MBA) / Master of Finance (MSF), Asset Management

Northeastern University   2004 — 2009
Bachelor of Science in Business Administration (BSBA), Marketing, Management, and Finance & Insurance

Boston Latin Academy   1999 — 2004
High School Degree, Liberal Arts

Jennifer (Jen) Pape Jennifer (Jen) Pape Greater New York City Area Details
Jennifer (Jen) Pape's UBP Asset Management Experience March 2006 - May 2012
Job Investor Relations at Caxton Associates
Industry Financial Services
Experience
Caxton Associates  October 2013 - Present
Towers Watson  June 2012 - September 2013
UBP Asset Management   March 2006 - May 2012
Union Bancaire Privee   2006 - May 2012
UBS Global Asset Management - UBS Alternative Investment Solutions   May 2004 - February 2006
Deutsche Bank Securities  June 2003 - May 2004
UBS O'Connor  August 2001 - April 2003

Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Private Equity, Fund Of Funds, Capital Markets, Portfolio Management, Investments, Derivatives, Valuation, Asset Allocation, Bloomberg, Financial Modeling

Education
University of Chicago   2001 — 2003
Master of Business Administration (MBA), Finance and Economics

American University   1990 — 1994
Bachelor of Science Business Administration, Accounting

Ijeoma Okeke Ijeoma Okeke Greater New York City Area Details
Ijeoma Okeke's UBP Asset Management Experience March 2012 - June 2013
Job Balyasny Asset Management
Industry Financial Services
Experience
Balyasny Asset Management L.P.   August 2013 - Present
UBP Asset Management   March 2012 - June 2013
Citco Fund Services  2005 - 2012
Bank of New York Mellon  1999 - 2005

Skills
Fund Accounting, Mutual Funds, Accounting, Bloomberg, Banking, Reconciliations, Fund Administration, Client Service, Financial Analysis, Hedge Funds, Hedge Accounting, PHP, Private Equity, Fund Of Funds, Financial Services, Finance, Equities, Alternative Investments, Derivatives, Securities, Asset Management, Back Office, Swaps, Equity Derivatives, Bloomberg Terminal

Education
MBA- Long Island University   2005 — 2007
M.B.A., FINANCE

City University of New York-Baruch College   1995 — 1998
B.B.A., ACCOUNTING

Melissa Canton Gonzales Melissa Canton Gonzales New York, New York Details
Melissa Canton Gonzales's UBP Asset Management Experience August 2005 - May 2006
Job Regulatory and Governance
Industry Financial Services
Experience
MUFG in the Americas  July 2015 - Present
Sumitomo Mitsui Banking Corporation  February 2014 - July 2015
Northern Trust  August 2011 - February 2014
Sapient Global Markets  August 2007 - August 2011
DCG / Sapient Corp.   2007 - 2011
Bear Stearns Asset Management  September 2006 - December 2006
Moody's  May 2006 - December 2006
UBP Asset Management   August 2005 - May 2006

Skills
Hedge Funds, Equities, Derivatives, Business Analysis, Equity Derivatives, Fixed Income, Options, Corporate Governance, Commodity

Education
New York Law School   2004 — 2007
Juris Doctor, Law

The George Washington University   2000 — 2004
BA, Political Science

Eric Basa Eric Basa Greater New York City Area Details
Eric Basa's UBP Asset Management Experience July 2008 - June 2013
Job Independent Technology Consultant
Industry Information Technology and Services
Experience
UBP Asset Management   July 2008 - June 2013
All Covered  2007 - 2008
Dreman Value Management  2006 - 2007
Dreman Value Management  2006 - 2007
Dreman Value Management  2006 - 2007
Coldwell Banker Hunt Kennedy  2002 - 2006
Royce Brook Golf Club  2000 - 2001
Hilton at Short Hills  February 1992 - March 1996

Skills
Hedge Funds, Asset Managment, Asset Management, Team Leadership, Equities, Firewalls, Alternative Investments, Business Analysis, Microsoft Exchange, Portfolio Management, Fixed Income, Bloomberg, Options, Risk Management, Financial Markets, Capital Markets

Education
Chubb Institute (Anthem)   2001 — 2002
Network Engineering, Network and System Administration/Administrator, 3.8

Golf Academy of America-Chandler   1998 — 2000

Roselle Catholic   1988 — 1992

Peter Barcia Peter Barcia Greater New York City Area Details
Peter Barcia's UBP Asset Management Experience May 2005 - September 2009
Job Chief Investment Officer at GM Advisory Group
Industry Investment Management
Experience
GM Advisory Group  April 2015 - Present
Abbot Downing  August 2013 - March 2015
Citi  August 2010 - August 2013
UBP Asset Management   May 2005 - September 2009
Bessemer Venture Partners  January 2000 - November 2003
Deutsche Asset Management  January 1995 - December 1999
Deloitte  September 1985 - October 1995

Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling

Education
Hofstra University   1983 — 1985
MBA, Finance

Hofstra University   1979 — 1983
BBA, Accounting

Ashley Picillo Ashley Picillo Denver, Colorado Details
Ashley Picillo's UBP Asset Management Experience January 2010 - May 2010
Job Director of Business Operations at MiNDFUL
Industry Alternative Medicine
Experience
MiNDFUL  September 2014 - Present
Point Seven, LLC   June 2014 - Present
MiNDFUL Colorado   September 2014 - March 2015
Custom Made Meetings & Conferences, Inc.   May 2013 - July 2014
Teach For America  June 2011 - May 2013
Teach For America  February 2012 - April 2013
Boston Red Sox  May 2007 - December 2010
UBP Asset Management   January 2010 - May 2010
The Boston Globe  August 2009 - December 2009
John Hancock Life Insurance Company (U.S.A.)   January 2009 - December 2009

Skills
Social Media, Marketing Communications, Fundraising, Event Planning, Marketing, Social Networking, Event Management, Business Development, Social Media Marketing, Marketing Strategy, Public Relations, Data Analysis, Contract Negotiation, Grant Writing, Entrepreneurship, Strategic Partnerships, Data Analytics, business operations, Business Strategy, New Business..., Capacity Planning, Project Management, Business Analysis, Consumer Products, Brand Development

Education
Northeastern University   2008 — 2011
Bachelor of Science (B.S.), Business Administration (B.A.)

Chaminade University of Honolulu   2011 — 2012
Master of Arts (M.A.), Teaching/Education

Bryant University   2006 — 2008

Greg Mazur, CPA Greg Mazur, CPA Greater New York City Area Details
Greg Mazur, CPA's UBP Asset Management Experience January 2010 - November 2011
Job Vice President at BlackRock Kelso Capital
Industry Financial Services
Experience
BlackRock Kelso Capital  Vice PresidentBlackRock Kelso CapitalNovember 2011 - Present
UBP Asset Management   January 2010 - November 2011
Rothstein Kass  January 2006 - April 2009

Skills
Hedge Funds, Accounting, Audit, Asset Management, Fund Of Funds, Private Equity, Alternative Investments, Investments, Financial Analysis, Valuation, Excel, GAAP, Financial Reporting, Auditing, Word, Financial Accounting

Education
Penn State University   2001 — 2005
Bachelors, Accounting

Jennifer Lasry Jennifer Lasry Greater New York City Area Details
Jennifer Lasry's UBP Asset Management Experience June 2012 - Present
Job Quantitative Analyst at UBP Asset Management
Industry Banking
Experience
UBP Asset Management   June 2012 - Present
Nexar Capital   June 2009 - June 2012
GFI Group  May 2008 - January 2009

Skills
Bloomberg, Asset Managment, Financial Modeling, Investments, Risk Management, French, Microsoft Excel, Java, Hedge Funds, Portfolio Management, Alternative Investments, Valuation, Equities, Derivatives, Financial Markets

Education
   2003 — 2008

Viet Truong Viet Truong Greater New York City Area Details
Viet Truong's UBP Asset Management Experience June 2009 - October 2010
Job Computer Support Technician at Rockefeller University
Industry Information Technology and Services
Experience
Rockefeller University  September 2014 - Present
Magnetar Capital  November 2012 - September 2014
LBi  October 2010 - May 2012
UBP Asset Management   June 2009 - October 2010

Skills
Windows 7, Blackberry, Microsoft Exchange, Blackberry Enterprise..., Active Directory, Microsoft Office, Android, iPhone, Ghost Imaging, Customer Satisfaction, Inventory Management, AV Support, Hardware Support, Service with a smile, Mac OS X, Carbon Copy Cloner, Troubleshooting, Cisco VoIP, Cisco Call Manager, Citrix, Maas360, Bloomberg Terminal, Altiris, IPC Turret Phones, Polycom Video..., Mobilepass, Executive Support, Trade Floor Support, Proprietary Software..., SonicWALL, Websense, Data Recovery, Adobe Creative Suite, BMC Remedy Ticketing..., Windows 8, Printer Support (HP,..., ESET

Education
New Jersey City University   2009 — 2016
Bachelor's Degree, Computer Science

Chubb's / Anthem Institute   2008 — 2009
Vocational, Computer Networking & Security

Joseph Troy, CAIA Joseph Troy, CAIA Greater New York City Area Details
Joseph Troy, CAIA's UBP Asset Management Experience 2007 - 2010
Job Executive Director Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  December 2014 - Present
Mesirow Financial  March 2011 - October 2014
UBP Asset Management   2007 - 2010
UBS Wealth Management  2005 - 2007
Prudential Securities  2000 - 2004
Morgan Stanley  1993 - 2000

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis

Education
New York University - Leonard N. Stern School of Business   1999 — 2002
MBA, Finance & International Business

University of Maryland College Park   1988 — 1992
BS, Economics & Political Science

Mayya Molchan Mayya Molchan Greater New York City Area Details
Mayya Molchan's UBP Asset Management Experience May 2004 - December 2012
Job Senior Financial Executive
Industry Financial Services
Experience
Pirita Properties LLC   March 2013 - April 2015
Buzztarget LLC   September 2013 - October 2014
UBP Asset Management   May 2004 - December 2012
Fairfield Greenwich Group  September 2002 - January 2004
PricewaterhouseCoopers, LLP  September 2000 - September 2002

Skills
Hedge Funds, Risk Management, Alternative Investments, Fixed Income, Financial Risk, Asset Management, Bloomberg

Education
Oxford Brookes University
BA, Business Administration and Management; Accounting and Finance

Scott Glickman, CFA, CAIA Scott Glickman, CFA, CAIA Greater New York City Area Details
Scott Glickman, CFA, CAIA's UBP Asset Management Experience September 2013 - Present
Job Managing Director, Sales & Marketing at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management   September 2013 - Present
FRM Americas LLC.   June 2010 - July 2013
Advent Capital Management  March 2009 - June 2010
Ivy Asset Management  March 2001 - January 2009
J.P. Morgan   February 1997 - January 2001
Neuberger Berman  June 1992 - February 1997

Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management

Education
Boston University Questrom School of Business   1988 — 1992
BSBA, Finance

Eddy Gilbert Eddy Gilbert Greater New York City Area Details
Eddy Gilbert's UBP Asset Management Experience August 2007 - December 2010
Job Infrastructure Engineer at Hedge Fund
Industry Financial Services
Experience
Hedge Fund  July 2015 - Present
JAT Capital Management, LP  March 2011 - May 2015
UBP Asset Management   August 2007 - December 2010
HSBC Asset Management  February 2007 - August 2007

Skills
Asset Management, Bloomberg, Integration, SharePoint, Equities, Citrix, Microsoft Exchange, Blackberry Enterprise..., Operating Systems, Windows Server, Servers, DNS, DHCP, Storage Area Networks, VMware ESX, Windows Sharepoint..., Disaster Recovery

Education
State University of New York at Buffalo - School of Management   2001 — 2007
Management Information System, Business

Brian Bostwick Brian Bostwick Orlando, Florida Details
Brian Bostwick's UBP Asset Management Experience July 2010 - December 2010
Job Turnaround Manager at Molto Gourmet
Industry Management Consulting
Experience
Molto Gourmet   August 2013 - Present
Hercules Technology Growth Capital  June 2012 - December 2012
Detwiler Mitchell Fenton & Graves   July 2011 - April 2012
UBP Asset Management   July 2010 - December 2010

Skills
Turnaround Experience, Ice Cream, Venture Capital, Equity Research, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Alternative Investments, Equities, Investment Banking, Due Diligence, Capital IQ, Analysis, Microsoft Excel

Education
Northeastern University   2008 — 2013
Bachelor of Science (BS), Finance

Swinburne University of Technology   2008 — 2008

Elizabeth (McDermott) Kuhfuss Elizabeth (McDermott) Kuhfuss Greater New York City Area Details
Elizabeth (McDermott) Kuhfuss's UBP Asset Management Experience 2005 - 2012
Job Senior Management Company Accountant
Industry Financial Services
Experience
American Securities  July 2014 - Present
Legg Mason  June 2013 - March 2014
UBP Asset Management   2005 - 2012
BISYS Fund Services  August 2003 - October 2005
Rothstein Kass  August 2003 - December 2004

Skills
Financial Reporting, Fund Accounting, Financial Accounting, Fund Of Funds, Bloomberg, Private Equity, Fund Administration, Microsoft Excel, Asset Allocation, Financial Statements

Education
Lehigh University - College of Business and Economics   1999 — 2003
Bachelor of Science (B.S.), Accounting

Mark May Mark May New York, New York Details
Mark May's UBP Asset Management Experience December 2009 - Present
Job Head of Research, Portfolio Manager at UBP Asset Management
Industry Financial Services
Experience
UBP Asset Management   December 2009 - Present
Lehman Brothers  2007 - 2008
Sagamore Hill Capital Management  1999 - 2006
Paloma Partners  1999 - 1999
Santander Investment Securities Inc  1997 - 1998
Citicorp  1988 - 1997
Kidder, Peabody  1984 - 1987

Education
Northwestern University - Kellogg School of Management   1987 — 1988
Master of Business Administration (M.B.A.)