UBP Asset Management
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UBP Asset Management Employees
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
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
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
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
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.)
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
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
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.
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
UBP Asset Management January 2008 - Present
Education
Skidmore College
B.S.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)