UBS Global Asset Management
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UBS Global Asset Management Employees
Employee
Years
Job
Industry
T. Michael Murphy T. Michael Murphy's UBS Global Asset Management Experience January 2012 - August 2013
Job Vice President at T. Rowe Price
Industry Investment Management
Experience
UBS Global Asset Management January 2012 - August 2013
UBS Global Asset Management 2006 - 2011
UBS Global Asset Management 2001 - 2005
UBS Global Asset Management 1999 - 2001
PNC Financial Services Group 1998 - 1999
Van Kampen Investments 1996 - 1998
SEI Investments 1993 - 1996
Skills
Alternative Investments, Mutual Funds, Sales Management, Public Speaking, Business Strategy, Investment Management, Team Building, Competitive Analysis, Compensation Structures, Miller Heiman Sales..., National Account..., Territory Optimization, Critical Thinking, Separately Managed..., Unified Managed Accounts, ETFs, Hedge Funds, Business Development, Banking, Financial Advisory, Mergers & Acquisitions, Asset Allocation, Fixed Income, Equities, Series 24, Series 7, Series 63, Fusion, Key Account..., Team Leadership, Options, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Services, Relationship Management, FINRA, Investment Strategies, Fund Of Funds, Investments, Finance, Series 65
Education
Georgetown University 1990 — 1993
Bachelor of Arts (BA), Psychology
Syracuse University 1989 — 1990
Cardinal Newman High School - West Palm Beach, FL 1985 — 1989
UBS Global Asset Management January 2012 - August 2013
UBS Global Asset Management 2006 - 2011
UBS Global Asset Management 2001 - 2005
UBS Global Asset Management 1999 - 2001
PNC Financial Services Group 1998 - 1999
Van Kampen Investments 1996 - 1998
SEI Investments 1993 - 1996
Skills
Alternative Investments, Mutual Funds, Sales Management, Public Speaking, Business Strategy, Investment Management, Team Building, Competitive Analysis, Compensation Structures, Miller Heiman Sales..., National Account..., Territory Optimization, Critical Thinking, Separately Managed..., Unified Managed Accounts, ETFs, Hedge Funds, Business Development, Banking, Financial Advisory, Mergers & Acquisitions, Asset Allocation, Fixed Income, Equities, Series 24, Series 7, Series 63, Fusion, Key Account..., Team Leadership, Options, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Services, Relationship Management, FINRA, Investment Strategies, Fund Of Funds, Investments, Finance, Series 65
Education
Georgetown University 1990 — 1993
Bachelor of Arts (BA), Psychology
Syracuse University 1989 — 1990
Cardinal Newman High School - West Palm Beach, FL 1985 — 1989
Grant Bughman Grant Bughman's UBS Global Asset Management Experience May 2008 - Present
Job Senior Equity Strategist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management May 2008 - Present
UBS Global Asset Management March 2005 - May 2008
AIG SunAmerica July 2002 - March 2005
AXA Advisors May 2000 - July 2002
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Asset Managment, Investments, Equities, Separately Managed..., Portfolio Management, Bloomberg, FINRA, Public Speaking, Sales, Client Presentation, Technical Writing, Marketing Communications, Competitive Analysis, Asset Management
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Global Asset Management May 2008 - Present
UBS Global Asset Management March 2005 - May 2008
AIG SunAmerica July 2002 - March 2005
AXA Advisors May 2000 - July 2002
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Asset Managment, Investments, Equities, Separately Managed..., Portfolio Management, Bloomberg, FINRA, Public Speaking, Sales, Client Presentation, Technical Writing, Marketing Communications, Competitive Analysis, Asset Management
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Brielle Buchberg Brielle Buchberg's UBS Global Asset Management Experience August 2006 - April 2011
Job Owner at Luxury Garage Sale
Industry Luxury Goods & Jewelry
Experience
Luxury Garage Sale 2010 - Present
UBS Global Asset Management August 2006 - April 2011
Skills
Project Planning, Microsoft Excel, Social Media, Event Management, Social Media Marketing, Marketing Strategy, Luxury Goods, Budgets, Marketing Communications, Public Relations, Retail, Marketing
Education
Indiana University Bloomington 2001 — 2005
BS, Communications and Business
Luxury Garage Sale 2010 - Present
UBS Global Asset Management August 2006 - April 2011
Skills
Project Planning, Microsoft Excel, Social Media, Event Management, Social Media Marketing, Marketing Strategy, Luxury Goods, Budgets, Marketing Communications, Public Relations, Retail, Marketing
Education
Indiana University Bloomington 2001 — 2005
BS, Communications and Business
Mike Skurka, CFA's UBS Global Asset Management Experience May 2007 - May 2014
Job
Industry Investment Management
Experience
Virtus Investment Partners May 2014 - Present
UBS Global Asset Management May 2007 - May 2014
HFR Asset Management January 2005 - May 2007
Credit Suisse August 2001 - January 2005
Credit Suisse June 1997 - June 2000
CRA International June 1995 - June 1997
Skills
Investments, Alternative Investments, Hedge Funds, New Business Development, Fund Of Funds, Product Management, Program Management, Series 7, Series 63, Investment Management, Valuation, Derivatives, Equities, Due Diligence, Fixed Income, Finance, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Management Strategy
Indiana University - Kelley School of Business 1991 — 1995
B.S., Finance, International Business
Virtus Investment Partners May 2014 - Present
UBS Global Asset Management May 2007 - May 2014
HFR Asset Management January 2005 - May 2007
Credit Suisse August 2001 - January 2005
Credit Suisse June 1997 - June 2000
CRA International June 1995 - June 1997
Skills
Investments, Alternative Investments, Hedge Funds, New Business Development, Fund Of Funds, Product Management, Program Management, Series 7, Series 63, Investment Management, Valuation, Derivatives, Equities, Due Diligence, Fixed Income, Finance, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Management Strategy
Indiana University - Kelley School of Business 1991 — 1995
B.S., Finance, International Business
Dinah A. Koehler, ScD Dinah A. Koehler, ScD's UBS Global Asset Management Experience February 2015 - Present
Job Director, Sustainable Equities at UBS Global Asset Management
Industry Management Consulting
Experience
UBS Global Asset Management February 2015 - Present
Village of Larchmont Committee on the Environment September 2014 - Present
Deloitte November 2010 - January 2015
Proprietary Advisory July 2009 - December 2010
The Conference Board July 2008 - July 2009
US Environmental Protection Agency December 2004 - June 2008
Wharton Business School August 2003 - December 2004
Baxter September 1997 - August 1998
Tetra Pak June 1993 - June 1995
Skills
Life Cycle Assessment, Environmental Management, Risk Assessment, Sustainability, Environmental Impact..., Environmental Science, Sustainability Reporting
Education
Harvard University School of Public Health 1998 — 2003
Science Doctorate, Environmental Science & Risk Management
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
Master in Law & Diplomacy, International Environmental Policy, Trade & the Environment
Wellesley College 1987 — 1991
BA, International Relations
University of Chicago Laboratory Schools 1975 — 1987
High School Diploma
UBS Global Asset Management February 2015 - Present
Village of Larchmont Committee on the Environment September 2014 - Present
Deloitte November 2010 - January 2015
Proprietary Advisory July 2009 - December 2010
The Conference Board July 2008 - July 2009
US Environmental Protection Agency December 2004 - June 2008
Wharton Business School August 2003 - December 2004
Baxter September 1997 - August 1998
Tetra Pak June 1993 - June 1995
Skills
Life Cycle Assessment, Environmental Management, Risk Assessment, Sustainability, Environmental Impact..., Environmental Science, Sustainability Reporting
Education
Harvard University School of Public Health 1998 — 2003
Science Doctorate, Environmental Science & Risk Management
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
Master in Law & Diplomacy, International Environmental Policy, Trade & the Environment
Wellesley College 1987 — 1991
BA, International Relations
University of Chicago Laboratory Schools 1975 — 1987
High School Diploma
Lingyi Qu Lingyi Qu's UBS Global Asset Management Experience November 2014 - September 2015
Job Front Office Risk Analyst, Global Arbitrage & Trading at RBC Capital Markets
Industry Investment Management
Experience
RBC September 2015 - Present
UBS Global Asset Management November 2014 - September 2015
Finnerty Economic Consulting May 2014 - October 2014
Yiheng Capital June 2012 - March 2014
Nielsen June 2012 - August 2012
Zoomlion Specialty Vehicle Company July 2011 - August 2011
Skills
Quantitative Finance, Bloomberg, Financial Risk, Mandarin, Financial Modeling, Valuation, Quantitative Analytics, VBA, Portfolio Management, Finance, Stata, Corporate Finance, Economics, Equities, Fixed Income, Financial Analysis, Capital Markets, Financial Markets, Investments, C++, Matlab, Microsoft SQL Server, Microsoft Office, SAS programming
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Science (M.S.), Quantitative Finance
Peking University 2009 — 2013
Bachelor of Arts (B.A.), Finance
The Chinese University of Hong Kong 2011 — 2011
International Asian Studies Programme, Finance
RBC September 2015 - Present
UBS Global Asset Management November 2014 - September 2015
Finnerty Economic Consulting May 2014 - October 2014
Yiheng Capital June 2012 - March 2014
Nielsen June 2012 - August 2012
Zoomlion Specialty Vehicle Company July 2011 - August 2011
Skills
Quantitative Finance, Bloomberg, Financial Risk, Mandarin, Financial Modeling, Valuation, Quantitative Analytics, VBA, Portfolio Management, Finance, Stata, Corporate Finance, Economics, Equities, Fixed Income, Financial Analysis, Capital Markets, Financial Markets, Investments, C++, Matlab, Microsoft SQL Server, Microsoft Office, SAS programming
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Science (M.S.), Quantitative Finance
Peking University 2009 — 2013
Bachelor of Arts (B.A.), Finance
The Chinese University of Hong Kong 2011 — 2011
International Asian Studies Programme, Finance
Jordan Cutler, CPA Jordan Cutler, CPA's UBS Global Asset Management Experience June 2011 - August 2011
Job State and Local Tax Senior Associate
Industry Accounting
Experience
Grant Thornton LLP November 2012 - Present
UBS Global Asset Management June 2011 - August 2011
UBS FINANCIAL SERVICES June 2010 - August 2010
VECTOR MARKETING CORPORATION June 2009 - August 2009
Skills
Mutual Funds, Asset Allocation, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Auditing, US GAAP, Financial Reporting, Financial Modeling, Due Diligence, PowerPoint, Financial Accounting, Finance, Tax
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting
Lake Forest College 2009 — 2011
B.A. in Finance
Grant Thornton LLP November 2012 - Present
UBS Global Asset Management June 2011 - August 2011
UBS FINANCIAL SERVICES June 2010 - August 2010
VECTOR MARKETING CORPORATION June 2009 - August 2009
Skills
Mutual Funds, Asset Allocation, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, Auditing, US GAAP, Financial Reporting, Financial Modeling, Due Diligence, PowerPoint, Financial Accounting, Finance, Tax
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Accounting
Lake Forest College 2009 — 2011
B.A. in Finance
Tara Hill-Davis's UBS Global Asset Management Experience June 2012 - October 2012
Job Executive Assistant at Northern Trust
Industry Banking
Experience
Northern Trust October 2012 - Present
UBS Global Asset Management June 2012 - October 2012
Nokia March 2012 - June 2012
Morgan Stanley April 2000 - January 2012
ABN AMRO Bank N.V. 1997 - 2000
ABN AMRO Bank N.V. 1995 - 1996
Skills
Invoicing, Budgets, Expense Management, Calendars, Lotus Notes, Outlook, Travel Arrangements, Administrative..., Time Management, Management, CRM, Leadership, Microsoft Excel, Microsoft Office, Payroll, PeopleSoft, PowerPoint, Project Management, Process Scheduler, Recruiting, SAP, Spreadsheets, Office Management, Human Resources
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
University of Phoenix 2007 — 2010
Bachelor of Science degree, Business Management
University of Phoenix
Certification, Human Resource Management
Northern Trust October 2012 - Present
UBS Global Asset Management June 2012 - October 2012
Nokia March 2012 - June 2012
Morgan Stanley April 2000 - January 2012
ABN AMRO Bank N.V. 1997 - 2000
ABN AMRO Bank N.V. 1995 - 1996
Skills
Invoicing, Budgets, Expense Management, Calendars, Lotus Notes, Outlook, Travel Arrangements, Administrative..., Time Management, Management, CRM, Leadership, Microsoft Excel, Microsoft Office, Payroll, PeopleSoft, PowerPoint, Project Management, Process Scheduler, Recruiting, SAP, Spreadsheets, Office Management, Human Resources
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
University of Phoenix 2007 — 2010
Bachelor of Science degree, Business Management
University of Phoenix
Certification, Human Resource Management
Brad Schall, CFP®, CPA's UBS Global Asset Management Experience October 2006 - July 2008
Job Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. July 2008 - Present
UBS Global Asset Management October 2006 - July 2008
Blue & Co., LLC August 2005 - October 2006
Heritage Christian School August 2002 - May 2005
Skills
Investments, Strategic Financial...
Education
INDIANA UNIVERSITY
Masters of Professional Accountancy (MPA), Accounting
Huntington College 1997 — 2002
Bachelor of Science, Business Education
Ronald Blue & Co. July 2008 - Present
UBS Global Asset Management October 2006 - July 2008
Blue & Co., LLC August 2005 - October 2006
Heritage Christian School August 2002 - May 2005
Skills
Investments, Strategic Financial...
Education
INDIANA UNIVERSITY
Masters of Professional Accountancy (MPA), Accounting
Huntington College 1997 — 2002
Bachelor of Science, Business Education
Jeremy Westrick Jeremy Westrick's UBS Global Asset Management Experience September 2010 - April 2011
Job Finance/Accounting at Felician Services, Inc.
Industry Nonprofit Organization Management
Experience
Felician Services, Inc. September 2013 - Present
Deloitte April 2011 - April 2013
UBS Global Asset Management September 2010 - April 2011
Deloitte August 2006 - September 2010
Deloitte October 2002 - August 2006
Skills
Nonprofits, CPA, Financial Accounting, US GAAP, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Corporate Tax, Tax Accounting, Tax, Income Tax, Internal Controls, Tax Research, Finance, Partnership Taxation, Tax Advisory, Financial Planning, Account Reconciliation, Research, Big 4, Budgets, Risk Management, Project Management, Hedge Funds, Tax Preparation, Tax Returns
Education
Garrett-Evangelical Theological Seminary 2012 — 2015
Master of Divinity (MDiv), Theology
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy, Taxation
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting, Finance
Felician Services, Inc. September 2013 - Present
Deloitte April 2011 - April 2013
UBS Global Asset Management September 2010 - April 2011
Deloitte August 2006 - September 2010
Deloitte October 2002 - August 2006
Skills
Nonprofits, CPA, Financial Accounting, US GAAP, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Corporate Tax, Tax Accounting, Tax, Income Tax, Internal Controls, Tax Research, Finance, Partnership Taxation, Tax Advisory, Financial Planning, Account Reconciliation, Research, Big 4, Budgets, Risk Management, Project Management, Hedge Funds, Tax Preparation, Tax Returns
Education
Garrett-Evangelical Theological Seminary 2012 — 2015
Master of Divinity (MDiv), Theology
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy, Taxation
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting, Finance
Nima Sepasy's UBS Global Asset Management Experience April 2004 - March 2005
Job CEO, Hatchlabs
Industry Design
Experience
Citi December 2014 - Present
Hatchlabs August 2013 - Present
Forge DC June 2009 - October 2013
SML Strategic Media April 2006 - June 2009
Greycore Capital April 2005 - April 2006
UBS Global Asset Management April 2004 - March 2005
Access International October 1995 - May 2004
Skills
Innovation Management, Management Consulting, Business Development, Sales Management, Account Management, Marketing Strategy, Business Strategy, Strategic Planning, Integrated Marketing, Digital Strategy, Project Management, Advertising, Online Advertising, Strategy, Marketing, Digital Marketing, Start-ups, Digital Media, Strategic Partnerships, Entrepreneurship
Education
George Mason University
Bachelor of Science (B.S.), Finance
Citi December 2014 - Present
Hatchlabs August 2013 - Present
Forge DC June 2009 - October 2013
SML Strategic Media April 2006 - June 2009
Greycore Capital April 2005 - April 2006
UBS Global Asset Management April 2004 - March 2005
Access International October 1995 - May 2004
Skills
Innovation Management, Management Consulting, Business Development, Sales Management, Account Management, Marketing Strategy, Business Strategy, Strategic Planning, Integrated Marketing, Digital Strategy, Project Management, Advertising, Online Advertising, Strategy, Marketing, Digital Marketing, Start-ups, Digital Media, Strategic Partnerships, Entrepreneurship
Education
George Mason University
Bachelor of Science (B.S.), Finance
Andrew Regen Andrew Regen's UBS Global Asset Management Experience July 2015 - Present
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2015 - Present
Legal & General Investment Management America May 2013 - July 2015
Deutsche Bank April 2010 - May 2013
HedgeServ December 2007 - April 2010
Goldman Sachs January 2006 - December 2007
CGI July 2004 - January 2006
Skills
Credit Derivatives, Derivatives, Bloomberg, Business Analysis, Quantitative Analytics, Modeling and Simulation, Risk Management, Project Management, Java, SQL, VBA, SDLC, SAS, Software Development, Capital Markets, Financial Technology, Valuation Modeling, Sophis, Front Arena
Education
Zicklin School of Business, Baruch College
MS, Quantitative Methods and Modeling
James Madison University
BS, Information and Knowledge Management
UBS Global Asset Management July 2015 - Present
Legal & General Investment Management America May 2013 - July 2015
Deutsche Bank April 2010 - May 2013
HedgeServ December 2007 - April 2010
Goldman Sachs January 2006 - December 2007
CGI July 2004 - January 2006
Skills
Credit Derivatives, Derivatives, Bloomberg, Business Analysis, Quantitative Analytics, Modeling and Simulation, Risk Management, Project Management, Java, SQL, VBA, SDLC, SAS, Software Development, Capital Markets, Financial Technology, Valuation Modeling, Sophis, Front Arena
Education
Zicklin School of Business, Baruch College
MS, Quantitative Methods and Modeling
James Madison University
BS, Information and Knowledge Management
Michael Kiernan Michael Kiernan's UBS Global Asset Management Experience December 1987 - February 1997
Job Managing Director at EJ Lance Executive Search
Industry Research
Experience
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
Stephen Sabo's UBS Global Asset Management Experience August 2010 - January 2011
Job Financial Services Representative, Investment Advisor Representative at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group An Office of MetLife November 2011 - Present
UBS Global Asset Management August 2010 - January 2011
Hofstra University 2007 - 2011
Skills
Estate Planning, Securities, Investments, Insurance, Life Insurance, Retirement Planning, Disability Insurance, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Alternative Investments, Investment Advisory, Buy-sell Agreements, Irrevocable Life..., Revocable Trusts
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Hoftra University Honors College 2007 — 2011
Bachelor's degree, Finance, General
Barnum Financial Group An Office of MetLife November 2011 - Present
UBS Global Asset Management August 2010 - January 2011
Hofstra University 2007 - 2011
Skills
Estate Planning, Securities, Investments, Insurance, Life Insurance, Retirement Planning, Disability Insurance, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Alternative Investments, Investment Advisory, Buy-sell Agreements, Irrevocable Life..., Revocable Trusts
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Hoftra University Honors College 2007 — 2011
Bachelor's degree, Finance, General
Gerard Fancovic, CFA Gerard Fancovic, CFA's UBS Global Asset Management Experience 2005 - 2011
Job Executive Director, Consultant Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management May 2013 - Present
Chicago Area 2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income 2011 - 2012
UBS Global Asset Management 2005 - 2011
MFS Investment Management 2000 - 2005
Scudder Kemper Investments 1988 - 1999
Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management
Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
JP Morgan Asset Management May 2013 - Present
Chicago Area 2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income 2011 - 2012
UBS Global Asset Management 2005 - 2011
MFS Investment Management 2000 - 2005
Scudder Kemper Investments 1988 - 1999
Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management
Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting
Joe Gieger Joe Gieger's UBS Global Asset Management Experience 1996 - 1999
Job Managing Director at GAM
Industry Investment Management
Experience
GAM September 2005 - Present
Lombard Odier Inc. 1999 - 2005
UBS Global Asset Management 1996 - 1999
Neuberger Berman January 1995 - December 1995
Schaenen Wood & Associates 1988 - 1995
IBM 1976 - 1988
Skills
Hedge Funds, Alternative Investments, Management Consulting, Institutional Sales, Fund Of Funds, Equities, Pensions, Strategic Planning, Derivatives, Bloomberg, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Financial Analysis, Investments, Institutional..., Mutual Funds, Fixed Income, Investment Advisory, ETFs, Bonds
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
GAM September 2005 - Present
Lombard Odier Inc. 1999 - 2005
UBS Global Asset Management 1996 - 1999
Neuberger Berman January 1995 - December 1995
Schaenen Wood & Associates 1988 - 1995
IBM 1976 - 1988
Skills
Hedge Funds, Alternative Investments, Management Consulting, Institutional Sales, Fund Of Funds, Equities, Pensions, Strategic Planning, Derivatives, Bloomberg, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Financial Analysis, Investments, Institutional..., Mutual Funds, Fixed Income, Investment Advisory, ETFs, Bonds
Education
Fairleigh Dickinson University 1973 — 1976
MBA, Finance
Neil Kenagy CFA Neil Kenagy CFA's UBS Global Asset Management Experience 1996 - 2000
Job Principal at Colchester Investment Counsel LLC
Industry Investment Management
Experience
Colchester Investment Counsel LLC 2000 - Present
UBS Global Asset Management 1996 - 2000
Dillon Read 1992 - 1996
Education
Kenyon College 1977 — 1981
Bachelor of Arts (B.A.), History
Colchester Investment Counsel LLC 2000 - Present
UBS Global Asset Management 1996 - 2000
Dillon Read 1992 - 1996
Education
Kenyon College 1977 — 1981
Bachelor of Arts (B.A.), History
Khadine Clifford Khadine Clifford's UBS Global Asset Management Experience July 2005 - July 2009
Job Operations & Logistics Manager, EarthFIT LLC
Industry Health, Wellness and Fitness
Experience
EarthFIT LLC August 2009 - Present
Habersham Community Steering Committee January 2013 - December 2014
Habersham Merchant Council January 2011 - December 2013
UBS Global Asset Management July 2005 - July 2009
UBS Investment Bank July 2004 - July 2005
Merrill Lynch June 2003 - August 2003
Goldman Sachs June 2001 - August 2001
Skills
Strength & Conditioning, Editing, Presentation Development, CRM, Budgets, Investment Banking, Hedge Funds, Investments, Strategic Planning, Marketing, Customer Service, Financial Analysis, Finance, Management, Training, Leadership, Logistics
Education
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
St. Stephen's College, Trinidad 1992 — 1999
Ordinary (CXC) and Advanced Level high school diploma, Business
EarthFIT LLC August 2009 - Present
Habersham Community Steering Committee January 2013 - December 2014
Habersham Merchant Council January 2011 - December 2013
UBS Global Asset Management July 2005 - July 2009
UBS Investment Bank July 2004 - July 2005
Merrill Lynch June 2003 - August 2003
Goldman Sachs June 2001 - August 2001
Skills
Strength & Conditioning, Editing, Presentation Development, CRM, Budgets, Investment Banking, Hedge Funds, Investments, Strategic Planning, Marketing, Customer Service, Financial Analysis, Finance, Management, Training, Leadership, Logistics
Education
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
St. Stephen's College, Trinidad 1992 — 1999
Ordinary (CXC) and Advanced Level high school diploma, Business
Michael Byrne, CCIM Michael Byrne, CCIM's UBS Global Asset Management Experience May 2013 - Present
Job Associate Director, Portfolio Management at UBS Global Asset Management
Industry Commercial Real Estate
Experience
UBS Global Asset Management May 2013 - Present
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut September 2012 - March 2014
West Hartford Public Library February 2012 - January 2014
UBS Global Asset Management February 2011 - May 2013
UBS Global Asset Management September 2007 - February 2011
Phoenix Investment Partners June 2005 - September 2007
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Equities, Asset Management, Due Diligence, Financial Analysis, Financial Services, Private Equity, Finance, Securities, Mutual Funds, Fixed Income, Management
Education
Certified Commercial Investment Member (CCIM)
CCIM Designation, Commercial Real Estate
University of Hartford 2009 — 2011
MBA, Finance
La Salle University - School of Business Administration 2001 — 2005
B.S., Finance and Marketing
UBS Global Asset Management May 2013 - Present
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut September 2012 - March 2014
West Hartford Public Library February 2012 - January 2014
UBS Global Asset Management February 2011 - May 2013
UBS Global Asset Management September 2007 - February 2011
Phoenix Investment Partners June 2005 - September 2007
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Equities, Asset Management, Due Diligence, Financial Analysis, Financial Services, Private Equity, Finance, Securities, Mutual Funds, Fixed Income, Management
Education
Certified Commercial Investment Member (CCIM)
CCIM Designation, Commercial Real Estate
University of Hartford 2009 — 2011
MBA, Finance
La Salle University - School of Business Administration 2001 — 2005
B.S., Finance and Marketing
David Goldsmith David Goldsmith's UBS Global Asset Management Experience 1999 - 2001
Job Seeking employment as a lobbyist, public affairs, or chamber executive.
Industry Management Consulting
Experience
Seeking an encore career. January 2008 - Present
UBS Global Asset Management 1999 - 2001
PIMCO Advisors January 1996 - January 2000
Key Corp January 1994 - December 1995
Pilgrim January 1994 - December 1995
Skills
Strategic Planning, Public Speaking, Organizational..., Business Strategy, Change Management, Management Consulting, Writing, Mergers, Problem Solving, Research, Social Media, Sales Management, Executive Coaching, Market Research, Sales Process, Market Analysis, Strategic Thinking, Solution Selling, Leadership, Proposal Writing, Change Leadership, Strategic Partnerships, Organizational..., Marketing Strategy, Business Management, Entrepreneurship, Management, Sales Operations, Mergers & Acquisitions, Competitive Analysis, Marketing, Business Development, Team Building, Cross-functional Team..., Executive Management, Team Leadership, Start-ups, Program Management, Leadership Development, Sales, Strategy, Coaching, Project Management
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
Taking MBA classes, Business Administration and Management, General, 3.13
Saint Cloud State University
University of Wisconsin
Masters of Science, Educational /Counseling, 3.6
Seeking an encore career. January 2008 - Present
UBS Global Asset Management 1999 - 2001
PIMCO Advisors January 1996 - January 2000
Key Corp January 1994 - December 1995
Pilgrim January 1994 - December 1995
Skills
Strategic Planning, Public Speaking, Organizational..., Business Strategy, Change Management, Management Consulting, Writing, Mergers, Problem Solving, Research, Social Media, Sales Management, Executive Coaching, Market Research, Sales Process, Market Analysis, Strategic Thinking, Solution Selling, Leadership, Proposal Writing, Change Leadership, Strategic Partnerships, Organizational..., Marketing Strategy, Business Management, Entrepreneurship, Management, Sales Operations, Mergers & Acquisitions, Competitive Analysis, Marketing, Business Development, Team Building, Cross-functional Team..., Executive Management, Team Leadership, Start-ups, Program Management, Leadership Development, Sales, Strategy, Coaching, Project Management
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
Taking MBA classes, Business Administration and Management, General, 3.13
Saint Cloud State University
University of Wisconsin
Masters of Science, Educational /Counseling, 3.6
Charles Freund Charles Freund's UBS Global Asset Management Experience September 2006 - Present
Job Managing Director, Equities Global Product & Capability Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2006 - Present
UBS Global Asset Management 2002 - 2006
UBS Brinson 2000 - 2002
SBC Brinson/UBS Brinson 1995 - 2000
Brinson Partners, Inc. 1990 - 1995
Merck & Co., Inc. 1989 - 1990
Merck & Co., Inc. 1985 - 1989
The Equitable 1983 - 1985
Segal Advisors, Inc. 1978 - 1983
Education
Fordham Gabelli School of Business 1979 — 1983
MBA, Finance
Vassar College 1974 — 1978
BA, English
UBS Global Asset Management September 2006 - Present
UBS Global Asset Management 2002 - 2006
UBS Brinson 2000 - 2002
SBC Brinson/UBS Brinson 1995 - 2000
Brinson Partners, Inc. 1990 - 1995
Merck & Co., Inc. 1989 - 1990
Merck & Co., Inc. 1985 - 1989
The Equitable 1983 - 1985
Segal Advisors, Inc. 1978 - 1983
Education
Fordham Gabelli School of Business 1979 — 1983
MBA, Finance
Vassar College 1974 — 1978
BA, English
Bob Oliver Bob Oliver's UBS Global Asset Management Experience February 2006 - October 2008
Job Regional Controller / Manager of Client Reporting at UBS Global Asset Management
Industry Financial Services
Experience
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
Tom Galvin Tom Galvin's UBS Global Asset Management Experience July 2006 - September 2007
Job Managing Director City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2012 - Present
Galvin Asset Management January 2008 - February 2012
UBS Global Asset Management July 2006 - September 2007
ForstmannLeff Associates February 1991 - June 2006
Shearson Lehman Brothers, Tucker Anthony and Smith Barney 1983 - 1987
Skills
Portfolio Management, Equities, Market Research, Investments, Asset Management, Hedge Funds, Financial Services, Alternative Investments, Asset Managment, Analysis, Equity Research, Risk Management, ETFs, Fund Of Funds, Investment Management, Fundamental Analysis, Valuation, Stock Picking, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Fixed Income, Management, Investment Banking, Asset Allocation, Series 7, Equity Valuation, Accounting, Leadership, Investment Strategies, Securities, Derivatives, Trading, Series 63, Investment Advisory, Equity Trading, Options, Product Development, Wealth Management, Private Equity
Education
Fordham Gabelli School of Business 1981 — 1983
MBA
Queen's College 1974 — 1979
BA
City National Rochdale February 2012 - Present
Galvin Asset Management January 2008 - February 2012
UBS Global Asset Management July 2006 - September 2007
ForstmannLeff Associates February 1991 - June 2006
Shearson Lehman Brothers, Tucker Anthony and Smith Barney 1983 - 1987
Skills
Portfolio Management, Equities, Market Research, Investments, Asset Management, Hedge Funds, Financial Services, Alternative Investments, Asset Managment, Analysis, Equity Research, Risk Management, ETFs, Fund Of Funds, Investment Management, Fundamental Analysis, Valuation, Stock Picking, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Fixed Income, Management, Investment Banking, Asset Allocation, Series 7, Equity Valuation, Accounting, Leadership, Investment Strategies, Securities, Derivatives, Trading, Series 63, Investment Advisory, Equity Trading, Options, Product Development, Wealth Management, Private Equity
Education
Fordham Gabelli School of Business 1981 — 1983
MBA
Queen's College 1974 — 1979
BA
Jennifer Nepo Jennifer Nepo's UBS Global Asset Management Experience January 2000 - January 2001
Job Freelance Medical Writer
Industry Pharmaceuticals
Experience
Jennifer Nepo Medical Writing Services 2011 - Present
UBS Global Asset Management January 2000 - January 2001
Memorial Sloan-Kettering Cancer Center January 1997 - January 2000
Skills
Medical Writing, CME, Oncology, Medical Education, Pharmacology, Lifesciences, Pharmaceutical Industry, Publication Planning, Abstracts, Biotechnology, Medical Communications, Clinical Research, Clinical Trials, Diabetes, Healthcare, Immunology, Life Sciences
Education
Harvard University 1993 — 1996
Master of Science (M.S.), Biochemistry and Molecular Biology
Tufts University 1989 — 1993
Bachelor of Science (B.S.), Biology
Jennifer Nepo Medical Writing Services 2011 - Present
UBS Global Asset Management January 2000 - January 2001
Memorial Sloan-Kettering Cancer Center January 1997 - January 2000
Skills
Medical Writing, CME, Oncology, Medical Education, Pharmacology, Lifesciences, Pharmaceutical Industry, Publication Planning, Abstracts, Biotechnology, Medical Communications, Clinical Research, Clinical Trials, Diabetes, Healthcare, Immunology, Life Sciences
Education
Harvard University 1993 — 1996
Master of Science (M.S.), Biochemistry and Molecular Biology
Tufts University 1989 — 1993
Bachelor of Science (B.S.), Biology
Chamila Blanco Chamila Blanco's UBS Global Asset Management Experience April 2008 - April 2009
Job Senior Associate Client Service at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners May 2013 - Present
Taylor Woods Capital 2011 - 2013
UBS Global Asset Management April 2008 - April 2009
Skills
Bloomberg, Manage Client..., Marketing, Client Liason, Microsoft Office, CRM databases, Cross-functional..., Investment Management, Fixed Income, Lexis, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg Terminal, Derivatives
Education
Fordham University - Graduate School of Business Administration 2014 — 2017
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Epoch Investment Partners May 2013 - Present
Taylor Woods Capital 2011 - 2013
UBS Global Asset Management April 2008 - April 2009
Skills
Bloomberg, Manage Client..., Marketing, Client Liason, Microsoft Office, CRM databases, Cross-functional..., Investment Management, Fixed Income, Lexis, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg Terminal, Derivatives
Education
Fordham University - Graduate School of Business Administration 2014 — 2017
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Greg Blackwell Greg Blackwell's UBS Global Asset Management Experience 1998 - 2000
Job Performance Coach Senior Consultant
Industry Financial Services
Experience
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Kyle Strozier's UBS Global Asset Management Experience February 2013 - Present
Job Fund Controller at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2013 - Present
Citco Fund Services December 2009 - February 2013
Citco Fund Services October 2007 - December 2009
State Street June 2006 - October 2007
Skills
Excels in deadline..., Exceptional analytical,..., Proficient in Excel,..., Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Equities, Deadline Oriented, Fund Accounting, Hedge Funds, Mutual Funds, Fund Administration, Trading, Finance, Financial Analysis, Investments
Education
Johnson and Wales University 2003 — 2006
Bachelor of Science, Financial Services Management
UBS Global Asset Management February 2013 - Present
Citco Fund Services December 2009 - February 2013
Citco Fund Services October 2007 - December 2009
State Street June 2006 - October 2007
Skills
Excels in deadline..., Exceptional analytical,..., Proficient in Excel,..., Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Equities, Deadline Oriented, Fund Accounting, Hedge Funds, Mutual Funds, Fund Administration, Trading, Finance, Financial Analysis, Investments
Education
Johnson and Wales University 2003 — 2006
Bachelor of Science, Financial Services Management
Nicole D'Souza Nicole D'Souza's UBS Global Asset Management Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
J.P. Morgan Asset Management July 2013 - Present
Legg Mason September 2012 - December 2012
UBS Global Asset Management June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
Sarah Hall Productions January 2011 - May 2011
Education
Fordham University 2009 — 2013
Finance
Christopher Carlson Christopher Carlson's UBS Global Asset Management Experience January 2000 - December 2004
Job Chief Operating Officer at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management October 2005 - Present
UBS Global Asset Management January 2000 - December 2004
Skills
Asset Managment, Asset Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Derivatives, Strategic Planning, Investments, Equities, Capital Markets
Education
Kellogg Graduate School of Management 1986 — 1989
MM, Finance
Indiana University Bloomington 1979 — 1983
Finance
Northern Trust Asset Management October 2005 - Present
UBS Global Asset Management January 2000 - December 2004
Skills
Asset Managment, Asset Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Derivatives, Strategic Planning, Investments, Equities, Capital Markets
Education
Kellogg Graduate School of Management 1986 — 1989
MM, Finance
Indiana University Bloomington 1979 — 1983
Finance
Benjamin Boyer Benjamin Boyer's UBS Global Asset Management Experience November 2011 - Present
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management November 2011 - Present
UBS Global Asset Management October 2007 - November 2011
UBS Global Asset Management February 2006 - September 2007
UBS Global Asset Management September 2004 - February 2006
Skills
New Business Development, Public Speaking, Business Relationship..., Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Wealth Management, Series 63, Separately Managed..., Investment Strategies, Fixed Income, Investment Advisory
Education
Fordham University 1997 — 2001
Bachelor of Science, Finance & Marketing
Gonzaga College High School 1994 — 1997
Browne Academy
UBS Global Asset Management November 2011 - Present
UBS Global Asset Management October 2007 - November 2011
UBS Global Asset Management February 2006 - September 2007
UBS Global Asset Management September 2004 - February 2006
Skills
New Business Development, Public Speaking, Business Relationship..., Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Wealth Management, Series 63, Separately Managed..., Investment Strategies, Fixed Income, Investment Advisory
Education
Fordham University 1997 — 2001
Bachelor of Science, Finance & Marketing
Gonzaga College High School 1994 — 1997
Browne Academy
Andrew Ludwig's UBS Global Asset Management Experience September 2010 - January 2011
Job
Industry Financial Services
Experience
Sincere & Co., LLC January 2011 - Present
UBS Global Asset Management September 2010 - January 2011
Simplex Investments 2008 - 2010
Brinks Gilson and Lione May 2007 - August 2007
MF Global June 2005 - August 2006
Skills
Mutual Funds, Equities, Hedge Funds, Financial Analysis, Trading, Asset Management
Education
Indiana University Bloomington 2004 — 2008
BS, Legal Studies, Finance
Sincere & Co., LLC January 2011 - Present
UBS Global Asset Management September 2010 - January 2011
Simplex Investments 2008 - 2010
Brinks Gilson and Lione May 2007 - August 2007
MF Global June 2005 - August 2006
Skills
Mutual Funds, Equities, Hedge Funds, Financial Analysis, Trading, Asset Management
Education
Indiana University Bloomington 2004 — 2008
BS, Legal Studies, Finance
Sunil Cheriat Sunil Cheriat's UBS Global Asset Management Experience July 2012 - November 2012
Job Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM March 2014 - Present
AIG June 2013 - March 2014
Bloomberg LP November 2012 - June 2013
UBS Global Asset Management July 2012 - November 2012
Citi December 2011 - July 2012
AIG November 2010 - November 2011
Chartis May 2010 - October 2010
Citi January 2009 - April 2010
General Motors January 2008 - December 2008
Mahindra Satyam December 2004 - January 2008
Skills
Cognos, Cognos 10.x, Cognos 8.x, Cognos Powerplay..., Cognos Report Studio, Cognos Framework Manager, Cognos ReportNet, Oracle 9i, SQL, PL/SQL, HTML, JavaScript, Java, HP Quality Center, JIRA, Oracle, DB2, Datastage, Bloomberg Terminal, Requirements Analysis, Data Modeling, Databases, ETL, Quality Center
Education
Kannur University 2000 — 2004
B Tech, Information Technology
IBM March 2014 - Present
AIG June 2013 - March 2014
Bloomberg LP November 2012 - June 2013
UBS Global Asset Management July 2012 - November 2012
Citi December 2011 - July 2012
AIG November 2010 - November 2011
Chartis May 2010 - October 2010
Citi January 2009 - April 2010
General Motors January 2008 - December 2008
Mahindra Satyam December 2004 - January 2008
Skills
Cognos, Cognos 10.x, Cognos 8.x, Cognos Powerplay..., Cognos Report Studio, Cognos Framework Manager, Cognos ReportNet, Oracle 9i, SQL, PL/SQL, HTML, JavaScript, Java, HP Quality Center, JIRA, Oracle, DB2, Datastage, Bloomberg Terminal, Requirements Analysis, Data Modeling, Databases, ETL, Quality Center
Education
Kannur University 2000 — 2004
B Tech, Information Technology
Martin Dufresne Martin Dufresne's UBS Global Asset Management Experience January 2000 - February 2003
Job Senior Vice President & General Manager Quebec Institutional markets at Fiera Capital Corp.
Industry Financial Services
Experience
Fiera Capital Corp. October 2010 - Present
Fiera Capital - Institutional Asset Management March 2003 - October 2010
UBS Global Asset Management January 2000 - February 2003
Desjardins Securities July 1995 - January 2000
Education
Université de Sherbrooke 1994 — 1995
Master, M.Sc. Finance
HEC Montréal 1990 — 1993
Bachelor, Economics & Finance
Fiera Capital Corp. October 2010 - Present
Fiera Capital - Institutional Asset Management March 2003 - October 2010
UBS Global Asset Management January 2000 - February 2003
Desjardins Securities July 1995 - January 2000
Education
Université de Sherbrooke 1994 — 1995
Master, M.Sc. Finance
HEC Montréal 1990 — 1993
Bachelor, Economics & Finance
C. Zack Hyde C. Zack Hyde's UBS Global Asset Management Experience July 2007 - August 2007
Job Policy and Communications Associate at Connecticut Office of Policy and Management
Industry Government Relations
Experience
Connecticut Office of Policy and Management December 2014 - Present
Office of Governor Dannel P. Malloy November 2012 - December 2014
Office of Governor Dannel P. Malloy January 2011 - November 2012
Dan Malloy for Governor June 2010 - November 2010
Capitol Strategies Group September 2009 - June 2010
Larson For Congress May 2009 - November 2009
UBS Global Asset Management July 2007 - August 2007
New York State Supreme Court June 2007 - July 2007
Skills
Databases, Politics, Public Policy, Fundraising, Legislative Relations, Research, Event Planning, Public Speaking, Political Campaigns, Social Media, Microsoft Excel, Community Outreach, Microsoft Office, Government, Legal Research, Volunteer Management, Strategic Communications, Policy Analysis, Strategic Planning
Education
The University of Connecticut School of Law 2014 — 2018
Doctor of Law (JD)
Lafayette College 2004 — 2008
A.B., Government & Law, and English
Kingswood Oxford School 1997 — 2004
Connecticut Office of Policy and Management December 2014 - Present
Office of Governor Dannel P. Malloy November 2012 - December 2014
Office of Governor Dannel P. Malloy January 2011 - November 2012
Dan Malloy for Governor June 2010 - November 2010
Capitol Strategies Group September 2009 - June 2010
Larson For Congress May 2009 - November 2009
UBS Global Asset Management July 2007 - August 2007
New York State Supreme Court June 2007 - July 2007
Skills
Databases, Politics, Public Policy, Fundraising, Legislative Relations, Research, Event Planning, Public Speaking, Political Campaigns, Social Media, Microsoft Excel, Community Outreach, Microsoft Office, Government, Legal Research, Volunteer Management, Strategic Communications, Policy Analysis, Strategic Planning
Education
The University of Connecticut School of Law 2014 — 2018
Doctor of Law (JD)
Lafayette College 2004 — 2008
A.B., Government & Law, and English
Kingswood Oxford School 1997 — 2004
Tomas Hricko Tomas Hricko's UBS Global Asset Management Experience 2001 - 2010
Job COO at Achievement Asset Management LLC
Industry Investment Management
Experience
Achievement Asset Management LLC October 2014 - Present
PEAK6 Investments April 2012 - September 2014
Adveq Management AG February 2010 - March 2012
UBS Global Asset Management 2001 - 2010
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Fund Of Funds, Investments, Due Diligence, Asset Management, Structured Products, Market Risk, Asset Allocation, Financial Markets
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1997 — 2001
Doctor of Philosophy (Ph.D.), Financial Engineering, Science Economique
Universität Basel 1992 — 1997
Master’s Degree, Economics
Gymnasium Münchenstein
Maturität Typus E - Economics
Achievement Asset Management LLC October 2014 - Present
PEAK6 Investments April 2012 - September 2014
Adveq Management AG February 2010 - March 2012
UBS Global Asset Management 2001 - 2010
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Fund Of Funds, Investments, Due Diligence, Asset Management, Structured Products, Market Risk, Asset Allocation, Financial Markets
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1997 — 2001
Doctor of Philosophy (Ph.D.), Financial Engineering, Science Economique
Universität Basel 1992 — 1997
Master’s Degree, Economics
Gymnasium Münchenstein
Maturität Typus E - Economics
Stephen Zsigray's UBS Global Asset Management Experience May 2007 - June 2008
Job Trader at Ashford Investment Management
Industry Financial Services
Experience
Ashford Investment Management August 2014 - Present
UBS Investment Bank August 2013 - August 2014
Kelley School of Business August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Deloitte Consulting July 2008 - July 2011
UBS Global Asset Management May 2007 - June 2008
Kennedy Capital Management October 2006 - April 2007
Skills
Capital Markets, Valuation, Modeling, Financial Analysis, Business Analytics, Microsoft Excel, VBA, Financial Modeling, Finance, Analysis, Management, Trading, Options, Portfolio Management
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance and Business Analytics
Saint Louis University 2004 — 2008
BS, Finance
Jesuit College Preparatory School of Dallas 2000 — 2004
Ashford Investment Management August 2014 - Present
UBS Investment Bank August 2013 - August 2014
Kelley School of Business August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Deloitte Consulting July 2008 - July 2011
UBS Global Asset Management May 2007 - June 2008
Kennedy Capital Management October 2006 - April 2007
Skills
Capital Markets, Valuation, Modeling, Financial Analysis, Business Analytics, Microsoft Excel, VBA, Financial Modeling, Finance, Analysis, Management, Trading, Options, Portfolio Management
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance and Business Analytics
Saint Louis University 2004 — 2008
BS, Finance
Jesuit College Preparatory School of Dallas 2000 — 2004
Gregory Brushett's UBS Global Asset Management Experience March 2015 - Present
Job Internal Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management May 2013 - Present
Bayesian Efficient Asset Managemet June 2012 - May 2013
Blackstone Valley, LLC August 2011 - June 2012
Ferzan Robbins & Associates May 2011 - September 2011
Skills
Registered Commodity..., Series 3, Microsoft Office, Microsoft Excel, Equities, Mutual Funds, Microsoft Word, Financial Analysis, Trading, Options, Investments, Bloomberg
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Iona College, Hagan School of Business 2008 — 2012
Bachelor of Business Administration, Finance
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management May 2013 - Present
Bayesian Efficient Asset Managemet June 2012 - May 2013
Blackstone Valley, LLC August 2011 - June 2012
Ferzan Robbins & Associates May 2011 - September 2011
Skills
Registered Commodity..., Series 3, Microsoft Office, Microsoft Excel, Equities, Mutual Funds, Microsoft Word, Financial Analysis, Trading, Options, Investments, Bloomberg
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Iona College, Hagan School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Erin Sharkey, CA, CPA, Ed.S. Erin Sharkey, CA, CPA, Ed.S.'s UBS Global Asset Management Experience June 2011 - May 2012
Job School Psychologist
Industry Education Management
Experience
Bgf Performance Systems Llc August 2015 - Present
Riverside School District 96 August 2015 - Present
Chicago Public Schools August 2013 - June 2015
UBS Global Asset Management June 2011 - May 2012
UBS Global Asset Management March 2010 - May 2011
UBS Global Asset Management April 2008 - May 2010
UBS Global Asset Management May 2006 - April 2008
Ernst & Young June 2004 - April 2006
Ernst & Young September 2002 - June 2004
Western Asset Management 2001 - 2001
Skills
Audit, UK GAAP, IFRS, Accounting, Asset Management, Financial Services, Finance, Management, Auditing, Asset Managment, Strategic Financial..., Equities, Forecasting, Assurance, US GAAP, Analysis, Internal Controls, Financial Analysis, Financial Modeling, Financial Planning
Education
National Louis University 2012 — 2015
Educational Specialist (Ed.S.), School Psychology
Indiana University - Kelley School of Business 1998 — 2001
BSc, Economics & Public Policy; International Studies; Spanish
Universidad Complutense de Madrid 2001 — 2002
Spanish, Advanced Spanish Certificate
Bgf Performance Systems Llc August 2015 - Present
Riverside School District 96 August 2015 - Present
Chicago Public Schools August 2013 - June 2015
UBS Global Asset Management June 2011 - May 2012
UBS Global Asset Management March 2010 - May 2011
UBS Global Asset Management April 2008 - May 2010
UBS Global Asset Management May 2006 - April 2008
Ernst & Young June 2004 - April 2006
Ernst & Young September 2002 - June 2004
Western Asset Management 2001 - 2001
Skills
Audit, UK GAAP, IFRS, Accounting, Asset Management, Financial Services, Finance, Management, Auditing, Asset Managment, Strategic Financial..., Equities, Forecasting, Assurance, US GAAP, Analysis, Internal Controls, Financial Analysis, Financial Modeling, Financial Planning
Education
National Louis University 2012 — 2015
Educational Specialist (Ed.S.), School Psychology
Indiana University - Kelley School of Business 1998 — 2001
BSc, Economics & Public Policy; International Studies; Spanish
Universidad Complutense de Madrid 2001 — 2002
Spanish, Advanced Spanish Certificate
Luis Larco's UBS Global Asset Management Experience June 2013 - August 2013
Job Software Engineer at Google
Industry Computer Software
Experience
Google July 2015 - Present
GE Healthcare May 2014 - June 2015
Medical Imaging Research Center (MIRC) November 2011 - June 2015
Illinois Institute of Technology August 2013 - December 2014
UBS Global Asset Management June 2013 - August 2013
IIT Boeing Scholars Academy May 2012 - August 2012
Chicago Public Schools May 2012 - August 2012
Zeppla, Inc. May 2011 - January 2012
Skills
Musician, Computer Science, Mathematics, Engineering, Audio Engineering, Programmer, Matlab, Logic Pro, Java, PHP, MySQL, Jazz, Mathematica, Data Mining, Algorithms, Machine Learning, Leadership, Research, C#, Oracle PL/SQL..., Agile Project Management, Microsoft SQL Server, Microsoft Servers, HTML 5, JavaScript, Programming, Communication, C++, R, jQuery, LaTeX, Eclipse, C, HTML5
Education
Illinois Institute of Technology 2011 — 2014
Bachelor of Science, Electrical and Computer Engineering, Applied Mathematics
Miami Dade College 2009 — 2011
Associate of Arts (AA), Computer Engineering
Dr. Michael M. Krop Senior High School 2006 — 2009
Florida International University 2008 — 2008
Dual Enrollment, Psychology/International Relations
Google July 2015 - Present
GE Healthcare May 2014 - June 2015
Medical Imaging Research Center (MIRC) November 2011 - June 2015
Illinois Institute of Technology August 2013 - December 2014
UBS Global Asset Management June 2013 - August 2013
IIT Boeing Scholars Academy May 2012 - August 2012
Chicago Public Schools May 2012 - August 2012
Zeppla, Inc. May 2011 - January 2012
Skills
Musician, Computer Science, Mathematics, Engineering, Audio Engineering, Programmer, Matlab, Logic Pro, Java, PHP, MySQL, Jazz, Mathematica, Data Mining, Algorithms, Machine Learning, Leadership, Research, C#, Oracle PL/SQL..., Agile Project Management, Microsoft SQL Server, Microsoft Servers, HTML 5, JavaScript, Programming, Communication, C++, R, jQuery, LaTeX, Eclipse, C, HTML5
Education
Illinois Institute of Technology 2011 — 2014
Bachelor of Science, Electrical and Computer Engineering, Applied Mathematics
Miami Dade College 2009 — 2011
Associate of Arts (AA), Computer Engineering
Dr. Michael M. Krop Senior High School 2006 — 2009
Florida International University 2008 — 2008
Dual Enrollment, Psychology/International Relations
Noel Jeon's UBS Global Asset Management Experience 2004 - 2005
Job Principal at BV Investment Partners
Industry Venture Capital & Private Equity
Experience
BV Investment Partners 2014 - Present
Hale Capital Partners 2012 - 2014
Soros Fund Management 2011 - 2011
TA Associates 2007 - 2010
UBS Investment Bank 2005 - 2007
UBS Global Asset Management 2004 - 2005
Education
Harvard Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2005
BS, Finance, Accounting
BV Investment Partners 2014 - Present
Hale Capital Partners 2012 - 2014
Soros Fund Management 2011 - 2011
TA Associates 2007 - 2010
UBS Investment Bank 2005 - 2007
UBS Global Asset Management 2004 - 2005
Education
Harvard Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2005
BS, Finance, Accounting
Robert Dickman-Lopez Robert Dickman-Lopez's UBS Global Asset Management Experience October 2013 - Present
Job Trade Support Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management October 2013 - Present
Northern Trust Corporation July 2011 - October 2013
Northern Trust Corporation April 2009 - July 2011
Northern Trust Corporation January 2008 - April 2009
Skills
Fixed Income, Middle Office, Back Office, Account Reconciliation, Bank Reconciliation, Equities, International..., ETFs, Bonds, Portfolio Management, Investments, Asset Management
Education
Hawaii Pacific University 2003 — 2006
Bachelor’s Degree, Communication
UBS Global Asset Management October 2013 - Present
Northern Trust Corporation July 2011 - October 2013
Northern Trust Corporation April 2009 - July 2011
Northern Trust Corporation January 2008 - April 2009
Skills
Fixed Income, Middle Office, Back Office, Account Reconciliation, Bank Reconciliation, Equities, International..., ETFs, Bonds, Portfolio Management, Investments, Asset Management
Education
Hawaii Pacific University 2003 — 2006
Bachelor’s Degree, Communication
Cynthia Lo Bessette Cynthia Lo Bessette's UBS Global Asset Management Experience 2001 - 2004
Job SVP, Deputy General Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
Mark Spiegel Mark Spiegel's UBS Global Asset Management Experience April 2009 - Present
Job WEALTH ADVISOR Senior Vice President at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management April 2009 - Present
CONEXX April 1992 - Present
Morgan Stanley March 1984 - February 2009
Parsons Corporation November 1977 - December 1983
Education
Georgia State University 1981 — 1983
MBA
The University of Georgia 1972 — 1976
BS, Environmental Sciences
UBS Global Asset Management April 2009 - Present
CONEXX April 1992 - Present
Morgan Stanley March 1984 - February 2009
Parsons Corporation November 1977 - December 1983
Education
Georgia State University 1981 — 1983
MBA
The University of Georgia 1972 — 1976
BS, Environmental Sciences
Jason Nardis Jason Nardis's UBS Global Asset Management Experience December 2009 - November 2010
Job Founder at BlueOak Capital Advisors LLC
Industry Investment Management
Experience
BlueOak Capital Advisors LLC March 2013 - Present
Family Management Corp October 2010 - February 2013
UBS Global Asset Management December 2009 - November 2010
Kisco Management May 2005 - April 2010
UBS May 2003 - April 2005
Skills
Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Investments, Asset Management, Trading, Fixed Income, Investment Strategies, Asset Allocation
Education
Iona College 1999 — 2003
BBA, Finance
BlueOak Capital Advisors LLC March 2013 - Present
Family Management Corp October 2010 - February 2013
UBS Global Asset Management December 2009 - November 2010
Kisco Management May 2005 - April 2010
UBS May 2003 - April 2005
Skills
Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Investments, Asset Management, Trading, Fixed Income, Investment Strategies, Asset Allocation
Education
Iona College 1999 — 2003
BBA, Finance
SAMANTHA GRACI SAMANTHA GRACI's UBS Global Asset Management Experience January 2008 - November 2009
Job Executive Administrative Assistant
Industry Newspapers
Experience
Palm Beach Daily News 2014 - Present
STS Component Solutions November 2011 - February 2013
UBS Global Asset Management January 2008 - November 2009
UBS Investment Bank April 2004 - January 2008
Skills
Public Relations, Editing
Education
Indian River Community College 2011 — 2014
Business Administration and Management AA, Accounting and Finance/Communication and Social Media, A++
Palm Beach Daily News 2014 - Present
STS Component Solutions November 2011 - February 2013
UBS Global Asset Management January 2008 - November 2009
UBS Investment Bank April 2004 - January 2008
Skills
Public Relations, Editing
Education
Indian River Community College 2011 — 2014
Business Administration and Management AA, Accounting and Finance/Communication and Social Media, A++
Daniel Elstein Daniel Elstein's UBS Global Asset Management Experience June 2013 - August 2013
Job Senior Financial Analyst at Discover Financial Services
Industry Banking
Experience
Discover Financial Services July 2014 - Present
UBS Global Asset Management June 2013 - August 2013
Thompson Street Capital Partners January 2013 - April 2013
UC Berkeley August 2011 - May 2012
Higher Circle June 2011 - August 2011
Stanford University March 2011 - June 2011
Philosophy Talk 2007 - 2011
Skills
Data Analysis, Financial Modeling, Statistics, Analysis, Competitive Analysis, Teaching, Finance, Corporate Finance, Financial Analysis, Investments, Leadership, Management, Science, Business Strategy, Project Management, Strategy, Public Speaking
Education
Washington University in St. Louis 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2005 — 2011
PhD, Philosophy
Haverford College
BA (Honors), Philosophy
Discover Financial Services July 2014 - Present
UBS Global Asset Management June 2013 - August 2013
Thompson Street Capital Partners January 2013 - April 2013
UC Berkeley August 2011 - May 2012
Higher Circle June 2011 - August 2011
Stanford University March 2011 - June 2011
Philosophy Talk 2007 - 2011
Skills
Data Analysis, Financial Modeling, Statistics, Analysis, Competitive Analysis, Teaching, Finance, Corporate Finance, Financial Analysis, Investments, Leadership, Management, Science, Business Strategy, Project Management, Strategy, Public Speaking
Education
Washington University in St. Louis 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2005 — 2011
PhD, Philosophy
Haverford College
BA (Honors), Philosophy
Derek K Niziankiewicz's UBS Global Asset Management Experience March 2015 - Present
Job Analyst at UBS Asset Management
Industry Real Estate
Experience
UBS Global Asset Management March 2015 - Present
The Bozzuto Group October 2012 - March 2015
U.S. Department of State June 2011 - August 2011
Southern Pulse Latin American Risk Analysis June 2010 - November 2010
Skills
Property Management, Real Estate, Microsoft Office, Microsoft Excel, Team Leadership, Investment Properties, MRI Software, Research, Financial Modeling, Valuation, Argus Modeling, Financial Analysis, Financial Reporting, Yardi Property...
Education
The University of Connecticut
MBA Program, 3.86 GPA
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Graduated Cum Laude, 3.60 GPA
Kingswood-Oxford School 2004 — 2008
Graduated Cum Laude
UBS Global Asset Management March 2015 - Present
The Bozzuto Group October 2012 - March 2015
U.S. Department of State June 2011 - August 2011
Southern Pulse Latin American Risk Analysis June 2010 - November 2010
Skills
Property Management, Real Estate, Microsoft Office, Microsoft Excel, Team Leadership, Investment Properties, MRI Software, Research, Financial Modeling, Valuation, Argus Modeling, Financial Analysis, Financial Reporting, Yardi Property...
Education
The University of Connecticut
MBA Program, 3.86 GPA
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Graduated Cum Laude, 3.60 GPA
Kingswood-Oxford School 2004 — 2008
Graduated Cum Laude
Reade Maier Reade Maier's UBS Global Asset Management Experience January 2012 - May 2012
Job Assistant Account Executive for the New Business Team at mcgarrybowen
Industry Marketing and Advertising
Experience
mcgarrybowen December 2014 - Present
Stone Harbor Investment Partners July 2013 - May 2014
Red Bull June 2012 - May 2014
Microsoft October 2012 - March 2013
Horizon Media June 2012 - September 2012
UBS Global Asset Management January 2012 - May 2012
eBay June 2011 - August 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Facebook, Marketing
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Marketing
mcgarrybowen December 2014 - Present
Stone Harbor Investment Partners July 2013 - May 2014
Red Bull June 2012 - May 2014
Microsoft October 2012 - March 2013
Horizon Media June 2012 - September 2012
UBS Global Asset Management January 2012 - May 2012
eBay June 2011 - August 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Facebook, Marketing
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Marketing
John DiLoreto's UBS Global Asset Management Experience July 2014 - September 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
UBS Global Asset Management July 2014 - September 2014
Villanova Undergraduate Student Managed Funds August 2013 - May 2014
Warner Music Group June 2013 - August 2013
KPMG UK July 2012 - August 2012
Insight Catastrophe Group June 2011 - August 2011
Weekapaug Fire District June 2008 - August 2010
Skills
Risk Analysis, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Valuation, Data Analysis, Microsoft Word, PowerPoint, Access, Financial Modeling, Corporate Finance, SAP, Salesforce.com, SharePoint, Google Docs, Bloomberg, Finance, Leadership, Equity Trading, Teamwork, Equities, SQL, Microsoft SQL Server, VBA, Data Mining, QlikView, Microsoft Office
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
London School of Economics and Political Science 2012 — 2012
Economics
John Cabot University 2011 — 2011
Humanities
The Lawrenceville School 2007 — 2010
High School Diploma, Liberal Studies
J.P. Morgan September 2014 - Present
UBS Global Asset Management July 2014 - September 2014
Villanova Undergraduate Student Managed Funds August 2013 - May 2014
Warner Music Group June 2013 - August 2013
KPMG UK July 2012 - August 2012
Insight Catastrophe Group June 2011 - August 2011
Weekapaug Fire District June 2008 - August 2010
Skills
Risk Analysis, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Valuation, Data Analysis, Microsoft Word, PowerPoint, Access, Financial Modeling, Corporate Finance, SAP, Salesforce.com, SharePoint, Google Docs, Bloomberg, Finance, Leadership, Equity Trading, Teamwork, Equities, SQL, Microsoft SQL Server, VBA, Data Mining, QlikView, Microsoft Office
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
London School of Economics and Political Science 2012 — 2012
Economics
John Cabot University 2011 — 2011
Humanities
The Lawrenceville School 2007 — 2010
High School Diploma, Liberal Studies
Dylan Curley Dylan Curley's UBS Global Asset Management Experience 2004 - 2008
Job Managing Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2008 - Present
UBS Global Asset Management 2004 - 2008
Skills
Account Management, Sales Management, Business Strategy, Product Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Iljc tjuu jppku pilli
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
JP Morgan Chase July 2008 - Present
UBS Global Asset Management 2004 - 2008
Skills
Account Management, Sales Management, Business Strategy, Product Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA), Iljc tjuu jppku pilli
Lehigh University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Blair Swedeen Blair Swedeen's UBS Global Asset Management Experience October 1998 - September 2001
Job Head of Mobile Partnerships & Insights, North America at Facebook
Industry Internet
Experience
Facebook July 2015 - Present
Facebook July 2014 - July 2015
Momentum Accelerator 2014 - May 2015
Placecast January 2008 - June 2014
Partenza Consulting July 2006 - January 2008
BizTravelPortal.com October 2006 - December 2007
NAVTEQ (Acquired by Nokia) August 2003 - September 2006
Cisco June 2002 - August 2002
UBS Global Asset Management October 1998 - September 2001
Skills
Mobile Advertising, Start-ups, Business Development, Product Marketing, Location Based Services, Go-to-market Strategy, Mobile Payments, Mobile Marketing, Mobile Commerce, Strategy, Mobile Internet, New Business Development, Digital Media, Market Research, Strategic Partnerships, Entrepreneurship, Mobile Devices, Mobile Applications, Product Management, Business Strategy, Cross-functional Team..., Online Advertising, Product Development, Wireless, Executive Management, Corporate Development, SaaS
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Marketing, Strategy, Entrepreneurship, Economics
Indiana University - Kelley School of Business 1993 — 1997
BS Business, Finance, Economics
Facebook July 2015 - Present
Facebook July 2014 - July 2015
Momentum Accelerator 2014 - May 2015
Placecast January 2008 - June 2014
Partenza Consulting July 2006 - January 2008
BizTravelPortal.com October 2006 - December 2007
NAVTEQ (Acquired by Nokia) August 2003 - September 2006
Cisco June 2002 - August 2002
UBS Global Asset Management October 1998 - September 2001
Skills
Mobile Advertising, Start-ups, Business Development, Product Marketing, Location Based Services, Go-to-market Strategy, Mobile Payments, Mobile Marketing, Mobile Commerce, Strategy, Mobile Internet, New Business Development, Digital Media, Market Research, Strategic Partnerships, Entrepreneurship, Mobile Devices, Mobile Applications, Product Management, Business Strategy, Cross-functional Team..., Online Advertising, Product Development, Wireless, Executive Management, Corporate Development, SaaS
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Marketing, Strategy, Entrepreneurship, Economics
Indiana University - Kelley School of Business 1993 — 1997
BS Business, Finance, Economics
Michael Yannotti Michael Yannotti's UBS Global Asset Management Experience 2005 - 2006
Job Systems Engineer at Gotham Technology Group
Industry Computer Software
Experience
Gotham Technology Group March 2015 - Present
MY Technology Services July 1997 - March 2015
Stamford Hospital August 2014 - February 2015
McKinsey & Company May 2014 - July 2014
Related Companies August 2013 - March 2014
Snap-on Tools September 2008 - April 2012
UBS Investment Bank 2006 - 2008
UBS Global Asset Management 2005 - 2006
UBS Investment Bank 2004 - 2005
UBS Investment Bank 2001 - 2004
Skills
Citrix, Netscaler, Citrix XenApp, Citrix XenDesktop, Solutions Architect, System Architecture, Wyse, Thin/Zero Computing, Business Management, VMware, VMware ESX, IT Solutions, Technology Solutions, Customer Service, Software Installation, Vendor Management, IT Service Management, Troubleshooting, Integration, Technical Support, Inventory Management, Customer Relations, Purchasing, Problem Solving, Inventory Control, Vendor Relations, Call Center, Windows Server, Management, Call Centers, Budgets, Servers, Disaster Recovery, Security, System Deployment
Education
Katharine Gibbs School 1996 — 1997
Information Technology Certificate, Computer/Information Technology Administration and Management, A
Gotham Technology Group March 2015 - Present
MY Technology Services July 1997 - March 2015
Stamford Hospital August 2014 - February 2015
McKinsey & Company May 2014 - July 2014
Related Companies August 2013 - March 2014
Snap-on Tools September 2008 - April 2012
UBS Investment Bank 2006 - 2008
UBS Global Asset Management 2005 - 2006
UBS Investment Bank 2004 - 2005
UBS Investment Bank 2001 - 2004
Skills
Citrix, Netscaler, Citrix XenApp, Citrix XenDesktop, Solutions Architect, System Architecture, Wyse, Thin/Zero Computing, Business Management, VMware, VMware ESX, IT Solutions, Technology Solutions, Customer Service, Software Installation, Vendor Management, IT Service Management, Troubleshooting, Integration, Technical Support, Inventory Management, Customer Relations, Purchasing, Problem Solving, Inventory Control, Vendor Relations, Call Center, Windows Server, Management, Call Centers, Budgets, Servers, Disaster Recovery, Security, System Deployment
Education
Katharine Gibbs School 1996 — 1997
Information Technology Certificate, Computer/Information Technology Administration and Management, A
Danielle Flynn Danielle Flynn's UBS Global Asset Management Experience July 2008 - May 2009
Job STEM/ Project Lead the Way Teacher at El Segundo Unified School District
Industry Financial Services
Experience
El Segundo Unified School District August 2014 - Present
Alliance College-Ready Public Schools August 2010 - June 2014
Teach For America January 2010 - June 2012
UBS Global Asset Management July 2008 - May 2009
Skills
Public Speaking, Teaching, Education, Finance, Business Analysis, Staff Development, Curriculum Design, Curriculum Development, Data Analysis, Educational Leadership, Educational Technology, Lesson Planning, Tutoring, Classroom, Community Outreach
Education
Loyola Marymount University 2010 — 2012
Master of Arts (MA), Urban Education and Leadership, 4.0
University of Southern California 2004 — 2008
BS, Business
HKUST Business School 2007 — 2007
BS, Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
El Segundo Unified School District August 2014 - Present
Alliance College-Ready Public Schools August 2010 - June 2014
Teach For America January 2010 - June 2012
UBS Global Asset Management July 2008 - May 2009
Skills
Public Speaking, Teaching, Education, Finance, Business Analysis, Staff Development, Curriculum Design, Curriculum Development, Data Analysis, Educational Leadership, Educational Technology, Lesson Planning, Tutoring, Classroom, Community Outreach
Education
Loyola Marymount University 2010 — 2012
Master of Arts (MA), Urban Education and Leadership, 4.0
University of Southern California 2004 — 2008
BS, Business
HKUST Business School 2007 — 2007
BS, Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
Mark Plimley, MBA Mark Plimley, MBA's UBS Global Asset Management Experience October 2007 - November 2010
Job Senior Front & Middle Office Professional
Industry Investment Management
Experience
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Jennifer Young-Ghiorso's UBS Global Asset Management Experience February 2004 - January 2006
Job Legal Services Professional Mass Tort
Industry Legal Services
Experience
Medical Records Express, LLC March 2015 - Present
Medpro Solution March 2007 - December 2008
UBS Global Asset Management February 2004 - January 2006
Morgan Stanley August 1998 - February 2004
Skills
Financial Analysis, Mutual Funds, Hospitals, Finance, Financial Reporting, Investments, Healthcare, Microsoft Office, 401k, Strategic Financial..., Marketing, QuickBooks, Strategic Planning, Business Development, Budgets, Contract Negotiation, Leadership, Analysis, Account Management, Human Resources, Nonprofits, Insurance, Management, Financial Planning, Training, Customer Service, Process Improvement
Education
Florida State University 1993 — 1997
BA
Medical Records Express, LLC March 2015 - Present
Medpro Solution March 2007 - December 2008
UBS Global Asset Management February 2004 - January 2006
Morgan Stanley August 1998 - February 2004
Skills
Financial Analysis, Mutual Funds, Hospitals, Finance, Financial Reporting, Investments, Healthcare, Microsoft Office, 401k, Strategic Financial..., Marketing, QuickBooks, Strategic Planning, Business Development, Budgets, Contract Negotiation, Leadership, Analysis, Account Management, Human Resources, Nonprofits, Insurance, Management, Financial Planning, Training, Customer Service, Process Improvement
Education
Florida State University 1993 — 1997
BA
Craig Curtin's UBS Global Asset Management Experience July 2007 - June 2009
Job Market Risk Suite IT at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2010 - Present
Rotella Capital Management June 2009 - September 2009
UBS - Global Asset Management July 2007 - June 2009
ABN / LaSalle Bank January 2007 - April 2007
UBS January 1995 - September 2006
AT&T/Bell Labs August 1989 - January 1995
Rockwell Telecommunications May 1984 - August 1989
Airfone Inc May 1982 - May 1984
Skills
Electronic Trading, Trading Systems, Market Data, FX Options, Trading, Options, Web Services, Derivatives, Portfolio Management, Market Risk, Equity Derivatives, Risk Management, Telecommunications, Quantitative Finance, Fixed Income, Business Intelligence, Distributed Systems, Interest Rate..., XML, Hedge Funds, Low Latency, Asset Managment, Sybase, Equity Trading, Equities, Investment Banking, Financial Markets, Bloomberg, Exchange Connectivity, Commodity, Credit Derivatives, Trading System, Asset Management, FX trading, Capital Markets, High Frequency Trading, Trading Strategies, Technical Analysis, Structured Products, VBA
Education
Illinois Institute of Technology 1988 — 1992
MSCS, Computer Science
Milwaukee School of Engineering 1978 — 1983
BSEE, Electrical Engineering
Bank of America Merrill Lynch May 2010 - Present
Rotella Capital Management June 2009 - September 2009
UBS - Global Asset Management July 2007 - June 2009
ABN / LaSalle Bank January 2007 - April 2007
UBS January 1995 - September 2006
AT&T/Bell Labs August 1989 - January 1995
Rockwell Telecommunications May 1984 - August 1989
Airfone Inc May 1982 - May 1984
Skills
Electronic Trading, Trading Systems, Market Data, FX Options, Trading, Options, Web Services, Derivatives, Portfolio Management, Market Risk, Equity Derivatives, Risk Management, Telecommunications, Quantitative Finance, Fixed Income, Business Intelligence, Distributed Systems, Interest Rate..., XML, Hedge Funds, Low Latency, Asset Managment, Sybase, Equity Trading, Equities, Investment Banking, Financial Markets, Bloomberg, Exchange Connectivity, Commodity, Credit Derivatives, Trading System, Asset Management, FX trading, Capital Markets, High Frequency Trading, Trading Strategies, Technical Analysis, Structured Products, VBA
Education
Illinois Institute of Technology 1988 — 1992
MSCS, Computer Science
Milwaukee School of Engineering 1978 — 1983
BSEE, Electrical Engineering
Seth Weinstein, CFA's UBS Global Asset Management Experience 1997 - 1999
Job Director, Business Development at HFR Asset Management
Industry Investment Management
Experience
HFR Asset Management 2012 - Present
Man Investments 2008 - 2011
Fischer Francis Trees and Watts 2004 - 2008
UBS Global Assset Management 1999 - 2004
UBS Global Asset Management 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Portfolio Management, Investments, Equities, Fund Of Funds, Business Development, CRM, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Managment, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Finance and Marketing
University of Michigan 1991 — 1995
BA, Political Science
West Windsor Plainsboro High School 1987 — 1991
HFR Asset Management 2012 - Present
Man Investments 2008 - 2011
Fischer Francis Trees and Watts 2004 - 2008
UBS Global Assset Management 1999 - 2004
UBS Global Asset Management 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Portfolio Management, Investments, Equities, Fund Of Funds, Business Development, CRM, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Managment, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Finance and Marketing
University of Michigan 1991 — 1995
BA, Political Science
West Windsor Plainsboro High School 1987 — 1991
Stephen Derkash's UBS Global Asset Management Experience July 2007 - Present
Job
Industry Investment Management
Experience
UBS Global Asset Management July 2007 - Present
Nicholas Applegate Capital Mgmt March 2006 - June 2007
Globalvest Management October 2003 - January 2005
ABN AMRO Bank (Brazil) July 1997 - June 2000
Lehman Brothers June 1995 - June 1997
Skills
Emerging Markets, Equities, Portfolio Management, Investment Banking, Finance, Hedge Funds, Investments
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA / MA
Georgetown University 1990 — 1994
BA
UBS Global Asset Management July 2007 - Present
Nicholas Applegate Capital Mgmt March 2006 - June 2007
Globalvest Management October 2003 - January 2005
ABN AMRO Bank (Brazil) July 1997 - June 2000
Lehman Brothers June 1995 - June 1997
Skills
Emerging Markets, Equities, Portfolio Management, Investment Banking, Finance, Hedge Funds, Investments
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA / MA
Georgetown University 1990 — 1994
BA
David Howey, CFA, CPA's UBS Global Asset Management Experience September 2004 - May 2011
Job Senior Credit Analyst
Industry Oil & Energy
Experience
BP May 2011 - Present
UBS Global Asset Management September 2004 - May 2011
Denali Capital May 2001 - September 2004
Bank of America - Global Corporate and Investment Bank February 2000 - May 2001
National City Bank June 1994 - February 2000
Skills
Credit Analysis, Financial Modeling, Capital Markets, Valuation, Accounting, Financial Statement..., Syndications, Leveraged Finance, Fixed Income, Investment Management, Sovereign, Energy, Credit Risk, Credit Derivatives, commercial lending, Banking, Counterparty Risk, Bonds, Asset Managment, Investments, Portfolio Management, Emerging Markets, Loans, Trading, Hedging, Credit, Corporate Finance, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business
MBA
University of Indianapolis
BS
BP May 2011 - Present
UBS Global Asset Management September 2004 - May 2011
Denali Capital May 2001 - September 2004
Bank of America - Global Corporate and Investment Bank February 2000 - May 2001
National City Bank June 1994 - February 2000
Skills
Credit Analysis, Financial Modeling, Capital Markets, Valuation, Accounting, Financial Statement..., Syndications, Leveraged Finance, Fixed Income, Investment Management, Sovereign, Energy, Credit Risk, Credit Derivatives, commercial lending, Banking, Counterparty Risk, Bonds, Asset Managment, Investments, Portfolio Management, Emerging Markets, Loans, Trading, Hedging, Credit, Corporate Finance, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business
MBA
University of Indianapolis
BS
Will Valentine's UBS Global Asset Management Experience October 2000 - August 2002
Job
Industry Internet
Tarun Puri's UBS Global Asset Management Experience March 2014 - Present
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management March 2014 - Present
Skills
Emerging Markets, Financial Modeling, Portfolio Management, Fixed Income, Valuation, Derivatives, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Risk Management, Strategy, Equities
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Analytic Finance
Purdue University 2002 — 2004
MSME, Mechanical Engineering
Indian Institute of Technology, Delhi 1997 — 2001
B. Tech, Mechanical Engineering
UBS Global Asset Management March 2014 - Present
Skills
Emerging Markets, Financial Modeling, Portfolio Management, Fixed Income, Valuation, Derivatives, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Risk Management, Strategy, Equities
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Analytic Finance
Purdue University 2002 — 2004
MSME, Mechanical Engineering
Indian Institute of Technology, Delhi 1997 — 2001
B. Tech, Mechanical Engineering
Deirdre Curry's UBS Global Asset Management Experience 1996 - 1997
Job Vice President at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox August 2010 - Present
BlackRock October 2000 - April 2009
Lazard Asset Management 1997 - 2000
UBS Global Asset Management 1996 - 1997
Salomon Brothers Asset Management 1994 - 1996
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Managment, Equities, Alternative Investments
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Dodge & Cox August 2010 - Present
BlackRock October 2000 - April 2009
Lazard Asset Management 1997 - 2000
UBS Global Asset Management 1996 - 1997
Salomon Brothers Asset Management 1994 - 1996
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Managment, Equities, Alternative Investments
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Scott Warden's UBS Global Asset Management Experience December 2007 - June 2008
Job Finance with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Merrill Lynch October 2013 - Present
Warden Advisor Services November 2012 - September 2013
New York Life Insurance Company November 2010 - October 2012
Warden Advisor Services 2008 - 2010
UBS Global Asset Management December 2007 - June 2008
Merrill Lynch February 2007 - November 2007
Waddell & Reed Financial Services September 2003 - January 2007
Skills
Financial Modeling, Financial Statement..., Valuation Methodologies, Company Valuation, Discounted Cash Flow..., Precedent Transactions..., Comparable Public..., Cash Flow Modeling, Modeled Leveraged..., Pitching Ideas, Debt & Equity Financing, Sell-Side M&A, Investments, Series 7, Series 63, Retirement Planning, Portfolio Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Uniform Combined State..., Mergers & Acquisitions, Alternative Investments, Securities, Wealth Management..., Fixed Income, Investment Strategies, Finance, Bonds, Management, Investment Banking, Financial Markets, Financial Analysis, Equities, Due Diligence, Financial Advisory, Financial Services, Risk Management, Financial Planning, Banking, ETFs, Capital Markets
Education
CAIA Association 2015 — 2015
Fundamentals of Alternative Investment Certification Program
Investment Banking Institute 2012 — 2012
Investment Banking, Private Equity and Hedge Funds
Lafayette College 1998 — 2002
Bachelor of Arts (BA), Business & Economics; emphasis on Finance
Central Bucks West H.S. 1995 — 1998
Engineering
Paul Becker's UBS Global Asset Management Experience September 2006 - March 2009
Job Manager of Service Management at Guardian Life
Industry Financial Services
Experience
Guardian Life Via Starpoint Solutions September 2013 - Present
IT Consulting June 2013 - September 2013
Milrose Consultants, Inc. March 2010 - June 2013
UBS - Global Asset Management September 2006 - March 2009
Mercer Delta Consulting 1998 - 2006
Skills
Project Management, Strategic Planning, IT Strategy, Change Management, Team Leadership, Vendor Management, Team Building, Executive Management, Management Consulting, Business Continuity, Program Management, Business Analysis, Management, Budgets, Strategy, Mergers & Acquisitions, Networking, System Administration, Training, Leadership, Financial Analysis, Virtualization, Information Technology, Software Development, Infrastructure, Process Improvement, Entrepreneurship, IT Management, Servers, Business Process..., Cross-functional Team...
Education
Fordham University 1991 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Guardian Life Via Starpoint Solutions September 2013 - Present
IT Consulting June 2013 - September 2013
Milrose Consultants, Inc. March 2010 - June 2013
UBS - Global Asset Management September 2006 - March 2009
Mercer Delta Consulting 1998 - 2006
Skills
Project Management, Strategic Planning, IT Strategy, Change Management, Team Leadership, Vendor Management, Team Building, Executive Management, Management Consulting, Business Continuity, Program Management, Business Analysis, Management, Budgets, Strategy, Mergers & Acquisitions, Networking, System Administration, Training, Leadership, Financial Analysis, Virtualization, Information Technology, Software Development, Infrastructure, Process Improvement, Entrepreneurship, IT Management, Servers, Business Process..., Cross-functional Team...
Education
Fordham University 1991 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Nicholas Griparich's UBS Global Asset Management Experience July 2004 - Present
Job Executive Director, Client Relationship Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management July 2004 - Present
Education
Iona College 1979 — 1983
UBS Global Asset Management July 2004 - Present
Education
Iona College 1979 — 1983
Frank Conte's UBS Global Asset Management Experience January 2003 - Present
Job Executive Director at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management January 2003 - Present
UBS Investment Bank 1998 - 2009
UBS Investment Bank 2000 - 2003
Skills
Hedge Funds, Trading, Investments, Fixed Income, Derivatives, Alternative Investments, Fund Of Funds, Capital Markets, Equities, Asset Management, Investment Banking, Structured Products, Equity Derivatives, Middle Office, Mutual Funds
Education
Johnson and Wales University 1994 — 1998
BS, Accounting
UBS Global Asset Management January 2003 - Present
UBS Investment Bank 1998 - 2009
UBS Investment Bank 2000 - 2003
Skills
Hedge Funds, Trading, Investments, Fixed Income, Derivatives, Alternative Investments, Fund Of Funds, Capital Markets, Equities, Asset Management, Investment Banking, Structured Products, Equity Derivatives, Middle Office, Mutual Funds
Education
Johnson and Wales University 1994 — 1998
BS, Accounting
Leesa (Young) Merrill's UBS Global Asset Management Experience April 2004 - Present
Job Compliance Officer at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2004 - Present
National Futures Association 2001 - 2004
Skills
Hedge Funds, Equities, Securities, Fixed Income, Asset Management
Education
Illinois Wesleyan University 1997 — 2001
UBS Global Asset Management April 2004 - Present
National Futures Association 2001 - 2004
Skills
Hedge Funds, Equities, Securities, Fixed Income, Asset Management
Education
Illinois Wesleyan University 1997 — 2001
Eric Mark's UBS Global Asset Management Experience June 2005 - January 2007
Job Senior Analyst at BTG Pactual
Industry Investment Management
Experience
BTG Pactual September 2012 - Present
Vertis Communications January 2012 - September 2012
Moore Capital / James Caird Asset Management March 2008 - February 2011
Avenue Capital Group January 2007 - March 2008
UBS Global Asset Management June 2005 - January 2007
Goldman Sachs Asset Management January 2002 - June 2005
Morgan Stanley June 1997 - June 2001
U.S. Department of State January 1993 - June 1995
Skills
Distressed Debt, High Yield, Event-Driven Credit and..., Energy, Telecommunications, Special Situations, Hedge Funds, Equities, Debt Restructuring, Distressed M&A, Structured Finance, Capital Markets, Bonds, Credit, Investment Banking, Alternative Investments, Asset Management, Mergers & Acquisitions, Emerging Markets, Valuation, Banking, Leveraged Finance, Private Equity, Fixed Income, Securities, Investments, Credit Analysis, Financial Modeling, Portfolio Management, Equity Research, Buy-side, Restructuring, Financial Structuring, Financial Markets, LBO
Education
The University of Chicago 1995 — 1997
MBA, Finance, Statistics, International Business
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Statistics, International Business
Indiana University Bloomington 1991 — 1992
M.A., Economics (PhD-level coursework), Statistics, Arabic
Indiana University Bloomington 1986 — 1990
B.A., Economics, French literature
BTG Pactual September 2012 - Present
Vertis Communications January 2012 - September 2012
Moore Capital / James Caird Asset Management March 2008 - February 2011
Avenue Capital Group January 2007 - March 2008
UBS Global Asset Management June 2005 - January 2007
Goldman Sachs Asset Management January 2002 - June 2005
Morgan Stanley June 1997 - June 2001
U.S. Department of State January 1993 - June 1995
Skills
Distressed Debt, High Yield, Event-Driven Credit and..., Energy, Telecommunications, Special Situations, Hedge Funds, Equities, Debt Restructuring, Distressed M&A, Structured Finance, Capital Markets, Bonds, Credit, Investment Banking, Alternative Investments, Asset Management, Mergers & Acquisitions, Emerging Markets, Valuation, Banking, Leveraged Finance, Private Equity, Fixed Income, Securities, Investments, Credit Analysis, Financial Modeling, Portfolio Management, Equity Research, Buy-side, Restructuring, Financial Structuring, Financial Markets, LBO
Education
The University of Chicago 1995 — 1997
MBA, Finance, Statistics, International Business
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Statistics, International Business
Indiana University Bloomington 1991 — 1992
M.A., Economics (PhD-level coursework), Statistics, Arabic
Indiana University Bloomington 1986 — 1990
B.A., Economics, French literature
Manas Satapathy, CFA's UBS Global Asset Management Experience 2007 - 2009
Job Vice President at Schlumberger
Industry Management Consulting
Experience
Schlumberger June 2012 - Present
McKinsey & Company 2009 - 2012
UBS Global Asset Management 2007 - 2009
Lehman Brothers 2006 - 2007
ABN AMRO Bank N.V. 2004 - 2006
Boeing 2003 - 2004
NAVISTAR 2000 - 2003
Caterpillar Inc. 1997 - 2000
Skills
Financial Modeling, Emerging Markets, Valuation, Structured Finance, Derivatives, Hedging, Fixed Income, Portfolio Management, Corporate Finance, Investment Management, Equities, Mergers, Strategy, Risk Management, Business Strategy, Management, Finance, Management Consulting
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance & Accounting
Purdue University 1995 — 1997
MSME, Mechanical Engineering
Indian Institute of Technology, Kharagpur 1991 — 1995
BSME, Mechanical Engineering
Schlumberger June 2012 - Present
McKinsey & Company 2009 - 2012
UBS Global Asset Management 2007 - 2009
Lehman Brothers 2006 - 2007
ABN AMRO Bank N.V. 2004 - 2006
Boeing 2003 - 2004
NAVISTAR 2000 - 2003
Caterpillar Inc. 1997 - 2000
Skills
Financial Modeling, Emerging Markets, Valuation, Structured Finance, Derivatives, Hedging, Fixed Income, Portfolio Management, Corporate Finance, Investment Management, Equities, Mergers, Strategy, Risk Management, Business Strategy, Management, Finance, Management Consulting
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance & Accounting
Purdue University 1995 — 1997
MSME, Mechanical Engineering
Indian Institute of Technology, Kharagpur 1991 — 1995
BSME, Mechanical Engineering
Jennifer Wiley's UBS Global Asset Management Experience AssociateSteffens & RasmussenOctober 1998 - August 2001
Job Associate General Counsel at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management AssociateSteffens & RasmussenOctober 1998 - August 2001
Education
Hamline University School of Law 1995 — 1998
JD
Hobart and William Smith Colleges 1990 — 1994
William Smith College 1990 — 1994
BA, Political Science, Sociology
UBS Global Asset Management AssociateSteffens & RasmussenOctober 1998 - August 2001
Education
Hamline University School of Law 1995 — 1998
JD
Hobart and William Smith Colleges 1990 — 1994
William Smith College 1990 — 1994
BA, Political Science, Sociology
Peter Formidoni's UBS Global Asset Management Experience January 2013 - Present
Job National Sales Desk Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management January 2013 - Present
UBS Global Asset Management November 2010 - December 2012
Lazard Asset Management November 2007 - January 2009
UBS Wealth Management October 2005 - December 2007
UBS Wealth Management January 2005 - October 2005
UBS Wealth Management January 2002 - January 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Sales, Investments, Series 24, Series 66
Education
Gettysburg College
UBS Global Asset Management January 2013 - Present
UBS Global Asset Management November 2010 - December 2012
Lazard Asset Management November 2007 - January 2009
UBS Wealth Management October 2005 - December 2007
UBS Wealth Management January 2005 - October 2005
UBS Wealth Management January 2002 - January 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Sales, Investments, Series 24, Series 66
Education
Gettysburg College
John Linsenmeyer, CIMA®'s UBS Global Asset Management Experience July 2004 - February 2008
Job PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors February 2008 - Present
UBS Global Asset Management July 2004 - February 2008
UBS February 2003 - July 2004
PaineWebber July 2001 - January 2003
PaineWebber July 2000 - April 2001
Skills
Alternative Investments, Asset Allocation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Global Management
Villanova University 1996 — 2000
Finance
PNC Capital Advisors February 2008 - Present
UBS Global Asset Management July 2004 - February 2008
UBS February 2003 - July 2004
PaineWebber July 2001 - January 2003
PaineWebber July 2000 - April 2001
Skills
Alternative Investments, Asset Allocation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Global Management
Villanova University 1996 — 2000
Finance
Manli Chen's UBS Global Asset Management Experience January 2001 - September 2001
Job Senior Data Integration Manager at BBK Worldwide
Industry Marketing and Advertising
Experience
BBK Worldwide September 2011 - Present
BBK Worldwide July 2009 - August 2011
BBK Worldwide March 2008 - June 2009
Rensselaer Polytechnic Institute August 2004 - May 2008
APCOA Parking (UK) Ltd January 2002 - September 2002
UBS Global Asset Management January 2001 - September 2001
Simmons College March 2000 - July 2001
SHANGHAI AUTOMATION INSTRUMENT CO September 1998 - November 1999
Guangzhou International Travel Agency September 1994 - November 1999
PANYU LOTUS HILL INTERNATIONAL GOLF RESORT, Guangdong, China August 1997 - August 1998
Skills
Market Research, Marketing, Management, Marketing Strategy, Business Development, Data Analysis, Analysis, Advertising, Project Management, Entrepreneurship, Public Relations, Research, Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Project Planning, Strategy, Analytics, Marketing Communications, Cross-functional Team..., Business Strategy, Market Analysis
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2008
Doctorate, Management--Innovation Management/NPD/Consumer Behavior, GPA: 3.9 / 4.0
Simmons College - Simmons School of Management 2002 — 2003
MBA, Management/International Marketing, GPA: 3.6 / 4.0
Simmons College 2000 — 2001
Bachelor, Marketing, GPA: 3.8 / 4.0
Guangdong University of Foreign Studies 1994 — 1997
Associate Degree, Finance and Applied English, Overall Academic Ranking: A (top 3% in department)
BBK Worldwide September 2011 - Present
BBK Worldwide July 2009 - August 2011
BBK Worldwide March 2008 - June 2009
Rensselaer Polytechnic Institute August 2004 - May 2008
APCOA Parking (UK) Ltd January 2002 - September 2002
UBS Global Asset Management January 2001 - September 2001
Simmons College March 2000 - July 2001
SHANGHAI AUTOMATION INSTRUMENT CO September 1998 - November 1999
Guangzhou International Travel Agency September 1994 - November 1999
PANYU LOTUS HILL INTERNATIONAL GOLF RESORT, Guangdong, China August 1997 - August 1998
Skills
Market Research, Marketing, Management, Marketing Strategy, Business Development, Data Analysis, Analysis, Advertising, Project Management, Entrepreneurship, Public Relations, Research, Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Project Planning, Strategy, Analytics, Marketing Communications, Cross-functional Team..., Business Strategy, Market Analysis
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2008
Doctorate, Management--Innovation Management/NPD/Consumer Behavior, GPA: 3.9 / 4.0
Simmons College - Simmons School of Management 2002 — 2003
MBA, Management/International Marketing, GPA: 3.6 / 4.0
Simmons College 2000 — 2001
Bachelor, Marketing, GPA: 3.8 / 4.0
Guangdong University of Foreign Studies 1994 — 1997
Associate Degree, Finance and Applied English, Overall Academic Ranking: A (top 3% in department)
Dave Pamedis's UBS Global Asset Management Experience April 2012 - Present
Job Infrastructure Service Lead at UBS Global Asset Management
Industry Investment Banking
Experience
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
Lisa Jettmar's UBS Global Asset Management Experience April 2002 - Present
Job Wholesale Marketing
Industry Marketing and Advertising
Experience
UBS Global Asset Management April 2002 - Present
UBS Global AM 2002 - March 2009
Gabelli Asset Management January 1993 - April 2002
Education
Fordham University 1997 — 2000
MBA, Finance and Marketing
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
UBS Global Asset Management April 2002 - Present
UBS Global AM 2002 - March 2009
Gabelli Asset Management January 1993 - April 2002
Education
Fordham University 1997 — 2000
MBA, Finance and Marketing
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Razvan Samareanu's UBS Global Asset Management Experience August 2012 - November 2012
Job Sr. Project Manager at Scotiabank
Industry Financial Services
Experience
Scotiabank June 2015 - Present
BMO Financial Group October 2014 - April 2015
Scotiabank September 2013 - September 2014
BMO (Tramore Group consultant) November 2012 - June 2013
UBS Global Asset Management August 2012 - November 2012
CIBC Wealth Management Technology November 2011 - May 2012
BNP Paribas Fortis January 2010 - July 2011
General Motors Corp. 2002 - 2009
Education
Indiana University - Kelley School of Business 2004 — 2007
MBA
Universitatea „Politehnica” din Timișoara 1990 — 1995
Engineering
Scotiabank June 2015 - Present
BMO Financial Group October 2014 - April 2015
Scotiabank September 2013 - September 2014
BMO (Tramore Group consultant) November 2012 - June 2013
UBS Global Asset Management August 2012 - November 2012
CIBC Wealth Management Technology November 2011 - May 2012
BNP Paribas Fortis January 2010 - July 2011
General Motors Corp. 2002 - 2009
Education
Indiana University - Kelley School of Business 2004 — 2007
MBA
Universitatea „Politehnica” din Timișoara 1990 — 1995
Engineering
James M. Jarosz, CPA's UBS Global Asset Management Experience May 2012 - Present
Job Fund Flow Coordination Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management May 2012 - Present
UBS Global Asset Management September 2008 - May 2012
ABN AMRO/LaSalle Bank/Bank of America 2001 - September 2008
ABN AMRO 1999 - 2001
Federal Reserve Bank of Chicago 1996 - 1999
Transamerica 1992 - 1996
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Financial Analysis, Asset Management, Equities
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Florida State University - College of Business 1983 — 1986
BS Finance, Finance
UBS Global Asset Management May 2012 - Present
UBS Global Asset Management September 2008 - May 2012
ABN AMRO/LaSalle Bank/Bank of America 2001 - September 2008
ABN AMRO 1999 - 2001
Federal Reserve Bank of Chicago 1996 - 1999
Transamerica 1992 - 1996
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Financial Analysis, Asset Management, Equities
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Florida State University - College of Business 1983 — 1986
BS Finance, Finance
Arun Burla, CFA's UBS Global Asset Management Experience September 2010 - Present
Job Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management September 2010 - Present
UBS Global Asset Management June 2008 - September 2010
Illinois Institute of Technology 2008 - 2009
Futures First Info Services August 2006 - August 2007
Sapient June 2005 - July 2006
Skills
Market Risk, Fixed Income Products, VAR, Stress Testing, Risk Analysis, Derivatives, Interest Rate..., Interest Rate Risk..., Asset Managment, ALM, Fixed Income, VBA, Quantitative Analytics, Equity Derivatives, Bloomberg, Asset Management, Credit Derivatives, Quantitative Finance, Hedge Funds, Financial Markets, Options, Equities, Portfolio Management, Risk Management, Capital Markets
Education
Illinois Institute of Technology 2007 — 2009
Masters of Science, Financial Engineering
Indian Institute of Technology, Delhi
Bachelor of Technology (BTech), Engineering Physics
UBS Global Asset Management September 2010 - Present
UBS Global Asset Management June 2008 - September 2010
Illinois Institute of Technology 2008 - 2009
Futures First Info Services August 2006 - August 2007
Sapient June 2005 - July 2006
Skills
Market Risk, Fixed Income Products, VAR, Stress Testing, Risk Analysis, Derivatives, Interest Rate..., Interest Rate Risk..., Asset Managment, ALM, Fixed Income, VBA, Quantitative Analytics, Equity Derivatives, Bloomberg, Asset Management, Credit Derivatives, Quantitative Finance, Hedge Funds, Financial Markets, Options, Equities, Portfolio Management, Risk Management, Capital Markets
Education
Illinois Institute of Technology 2007 — 2009
Masters of Science, Financial Engineering
Indian Institute of Technology, Delhi
Bachelor of Technology (BTech), Engineering Physics
Drew Carrington, CFA, CAIA's UBS Global Asset Management Experience March 2005 - May 2013
Job Senior Vice President, Head of Institutional DC at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2013 - Present
DC Squared Retirement Consulting June 2013 - September 2013
UBS Global Asset Management March 2005 - May 2013
Mercer Investment Consulting 2000 - 2005
Arthur Andersen Institutional Investment Consulting 1995 - 2000
Watson Wyatt 1989 - 1995
Skills
Defined Contribution, 401k, Retirement, Investment Management, Institutional..., Defined Benefit, Asset Allocation, Investments, Pensions, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, ETFs, Equities, Investment Strategies, Retirement Planning, Investment Advisory, Hedge Funds, Options, Asset Managment, Institutional Investors, Endowments, Series 7, Series 63
Education
Harvard University 1983 — 1988
BA, History
The Webb School 1977 — 1983
Summa Cum Laude
Franklin Templeton Investments September 2013 - Present
DC Squared Retirement Consulting June 2013 - September 2013
UBS Global Asset Management March 2005 - May 2013
Mercer Investment Consulting 2000 - 2005
Arthur Andersen Institutional Investment Consulting 1995 - 2000
Watson Wyatt 1989 - 1995
Skills
Defined Contribution, 401k, Retirement, Investment Management, Institutional..., Defined Benefit, Asset Allocation, Investments, Pensions, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, ETFs, Equities, Investment Strategies, Retirement Planning, Investment Advisory, Hedge Funds, Options, Asset Managment, Institutional Investors, Endowments, Series 7, Series 63
Education
Harvard University 1983 — 1988
BA, History
The Webb School 1977 — 1983
Summa Cum Laude
Angela LoCicero's UBS Global Asset Management Experience January 2015 - Present
Job Trade Support Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management January 2015 - Present
Rotella Capital Management June 2014 - November 2014
Northern Trust Corporation June 2014 - June 2014
Nico Trading December 2006 - January 2014
Robert J Griffin, Tim Falconio, Laurence Maloney, Bennett J Weiss November 1996 - December 2006
Skills
Options, Trading Systems, Fixed Income, Commodity Markets, Trading, Sales, Commodity, Derivatives, MS Office, Proprietary Trading, Finance, Equities, Electronic Trading, Back Office, Financial Analysis, Financial Markets, Microsoft Office, Management, FX Options
Education
Hope College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
UBS Global Asset Management January 2015 - Present
Rotella Capital Management June 2014 - November 2014
Northern Trust Corporation June 2014 - June 2014
Nico Trading December 2006 - January 2014
Robert J Griffin, Tim Falconio, Laurence Maloney, Bennett J Weiss November 1996 - December 2006
Skills
Options, Trading Systems, Fixed Income, Commodity Markets, Trading, Sales, Commodity, Derivatives, MS Office, Proprietary Trading, Finance, Equities, Electronic Trading, Back Office, Financial Analysis, Financial Markets, Microsoft Office, Management, FX Options
Education
Hope College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Bob Gyenge's UBS Global Asset Management Experience March 2006 - August 2007
Job Financial Advisor at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management March 2006 - August 2007
RSG Consulting Services January 2002 - February 2006
JPMorgan Chase June 2000 - December 2001
Chase Bank June 1996 - June 2000
Chemical Bank December 1990 - June 1996
Manufacturers Hanover Trust Company June 1985 - December 1990
Manufacturers Hanover Trust Company August 1981 - May 1985
Manufacturers Hanover Trust Co. June 1976 - July 1981
Skills
Fixed Income, Investments, Portfolio Management, Loans, Finance, Hedge Funds, Asset Management, Alternative Investments, Credit, Commercial Banking, Bonds, Financial Analysis, Investment Banking, Risk Management, Corporate Finance
Education
Hamilton College 1971 — 1975
B.A., History/English
UBS Global Asset Management March 2006 - August 2007
RSG Consulting Services January 2002 - February 2006
JPMorgan Chase June 2000 - December 2001
Chase Bank June 1996 - June 2000
Chemical Bank December 1990 - June 1996
Manufacturers Hanover Trust Company June 1985 - December 1990
Manufacturers Hanover Trust Company August 1981 - May 1985
Manufacturers Hanover Trust Co. June 1976 - July 1981
Skills
Fixed Income, Investments, Portfolio Management, Loans, Finance, Hedge Funds, Asset Management, Alternative Investments, Credit, Commercial Banking, Bonds, Financial Analysis, Investment Banking, Risk Management, Corporate Finance
Education
Hamilton College 1971 — 1975
B.A., History/English
Bob Apter's UBS Global Asset Management Experience September 2003 - May 2013
Job portfolio manager at UBS
Industry Pharmaceuticals
Experience
UBS September 1990 - June 2013
UBS Global Asset Management September 2003 - May 2013
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Series 7, Wealth Management, Series 63, Bonds, Asset Allocation, Investment Strategies, Securities, Commodity, FX Options, Equity Derivatives, Financial Markets, Valuation, Equity Trading, Investment Banking, Mutual Funds, ETFs, Financial Modeling, Quantitative Finance, Strategic Financial..., Electronic Trading, Risk Management, Technical Analysis, Financial Analysis, Portfolio Optimization, Private Equity, Quantitative Analytics, Market Risk, Structured Products, Market Making, Currency, Market Data, Proprietary Trading, Swaps, Volatility, Hedging, FINRA, Trading Strategies, Fund Of Funds, VBA, Series 24, CDS, Equity Valuation, Global Macro, Bloomberg Terminal, Investment Advisory
Education
Illinois Institute of Technology 1985 — 1989
UBS September 1990 - June 2013
UBS Global Asset Management September 2003 - May 2013
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Series 7, Wealth Management, Series 63, Bonds, Asset Allocation, Investment Strategies, Securities, Commodity, FX Options, Equity Derivatives, Financial Markets, Valuation, Equity Trading, Investment Banking, Mutual Funds, ETFs, Financial Modeling, Quantitative Finance, Strategic Financial..., Electronic Trading, Risk Management, Technical Analysis, Financial Analysis, Portfolio Optimization, Private Equity, Quantitative Analytics, Market Risk, Structured Products, Market Making, Currency, Market Data, Proprietary Trading, Swaps, Volatility, Hedging, FINRA, Trading Strategies, Fund Of Funds, VBA, Series 24, CDS, Equity Valuation, Global Macro, Bloomberg Terminal, Investment Advisory
Education
Illinois Institute of Technology 1985 — 1989
Harold Singleton III, CFA's UBS Global Asset Management Experience June 2003 - December 2006
Job Independent Director at The Vantagepoint Funds Board of Directors
Industry Investment Management
Experience
The Vantagepoint Funds Board of Directors October 2013 - Present
NexTier Capital Solutions, LLC January 2013 - June 2013
PineBridge Investments December 2010 - May 2012
PineBridge Investments June 2009 - December 2010
PineBridge Investments January 2007 - December 2010
UBS Global Asset Management June 2003 - December 2006
Metropolitan West Capital Management, LLC September 2000 - June 2003
Brinson Partners (now UBS Global Asset Management) December 1996 - September 2000
Fifth Third Bank September 1995 - November 1996
Zaske, Sarafa and Associates April 1993 - May 1995
Skills
Equities, Asset Managment, Alternative Investments, Sales Management, General Management, Fixed Income, Presentations, Hedge Funds, Investments, Structured Finance, Emerging Markets, Asset Management, Mutual Funds, Portfolio Management, Investment Management, Financial Services, Strategy, Fund Of Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Illinois Institute of Technology 1979 — 1983
Bachelor of Science (B.S.), Chemical Engineering
The Vantagepoint Funds Board of Directors October 2013 - Present
NexTier Capital Solutions, LLC January 2013 - June 2013
PineBridge Investments December 2010 - May 2012
PineBridge Investments June 2009 - December 2010
PineBridge Investments January 2007 - December 2010
UBS Global Asset Management June 2003 - December 2006
Metropolitan West Capital Management, LLC September 2000 - June 2003
Brinson Partners (now UBS Global Asset Management) December 1996 - September 2000
Fifth Third Bank September 1995 - November 1996
Zaske, Sarafa and Associates April 1993 - May 1995
Skills
Equities, Asset Managment, Alternative Investments, Sales Management, General Management, Fixed Income, Presentations, Hedge Funds, Investments, Structured Finance, Emerging Markets, Asset Management, Mutual Funds, Portfolio Management, Investment Management, Financial Services, Strategy, Fund Of Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Illinois Institute of Technology 1979 — 1983
Bachelor of Science (B.S.), Chemical Engineering
Jeff Mlynarczyk's UBS Global Asset Management Experience August 2005 - Present
Job Software Development in Alternative and Quantitative Investments at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2005 - Present
UBS Investment Bank September 1988 - August 2005
SPSS January 1981 - September 1988
Skills
Trading Systems, Equities, Electronic Trading, Derivatives, Fixed Income, Equity Derivatives
Education
Northwestern University - Kellogg School of Management 1984 — 1988
Master of Mangement
Illinois Institute of Technology 1977 — 1981
B.S., Computer Science
UBS Global Asset Management August 2005 - Present
UBS Investment Bank September 1988 - August 2005
SPSS January 1981 - September 1988
Skills
Trading Systems, Equities, Electronic Trading, Derivatives, Fixed Income, Equity Derivatives
Education
Northwestern University - Kellogg School of Management 1984 — 1988
Master of Mangement
Illinois Institute of Technology 1977 — 1981
B.S., Computer Science
William Hughes's UBS Global Asset Management Experience January 2011 - Present
Job Global Head of Real Estate Research & Strategy at UBS Global Asset Management
Industry Investment Management
Experience
National Council of Real Estate Investment Fiduciaries (NCREIF) 2013 - Present
UBS Global Asset Management January 2011 - Present
UBS Realty Investors LLC June 2005 - Present
Skills
Asset Management, Investments, Real Estate Economics, Valuation, Real Estate, Portfolio Management, Real Estate Development, Due Diligence, Investment Properties, Disposition, Alternative Investments, Financial Modeling, Real Estate Transactions, Real Estate Private..., Commercial Real Estate, Investment Management, Private Equity, Capital Markets, Real Estate Financing, Corporate Real Estate
Education
University of Georgia - Terry College of Business 1988 — 1990
PhD, Real Estate
University of Georgia - Terry College of Business 1986 — 1988
MBA
Georgia Institute of Technology 1982 — 1986
BIE
National Council of Real Estate Investment Fiduciaries (NCREIF) 2013 - Present
UBS Global Asset Management January 2011 - Present
UBS Realty Investors LLC June 2005 - Present
Skills
Asset Management, Investments, Real Estate Economics, Valuation, Real Estate, Portfolio Management, Real Estate Development, Due Diligence, Investment Properties, Disposition, Alternative Investments, Financial Modeling, Real Estate Transactions, Real Estate Private..., Commercial Real Estate, Investment Management, Private Equity, Capital Markets, Real Estate Financing, Corporate Real Estate
Education
University of Georgia - Terry College of Business 1988 — 1990
PhD, Real Estate
University of Georgia - Terry College of Business 1986 — 1988
MBA
Georgia Institute of Technology 1982 — 1986
BIE
Kevin Granelli's UBS Global Asset Management Experience June 2014 - Present
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2014 - Present
Guggenheim Investments May 2010 - June 2014
Deutsche Asset Management June 1999 - April 2010
Deutsche Asset Management 1999 - April 2010
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Marketing
St. Peter's College 1987 — 1991
Bachelor of Science (BS), Marketing
St.Peter's Prep 1983 — 1987
UBS Global Asset Management June 2014 - Present
Guggenheim Investments May 2010 - June 2014
Deutsche Asset Management June 1999 - April 2010
Deutsche Asset Management 1999 - April 2010
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Marketing
St. Peter's College 1987 — 1991
Bachelor of Science (BS), Marketing
St.Peter's Prep 1983 — 1987
Franklin Dickson's UBS Global Asset Management Experience June 2015 - Present
Job Associate Director Fund Treasury at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
Jeff Hoernemann, CFA's UBS Global Asset Management Experience January 2006 - May 2010
Job Senior Equity Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments November 2014 - Present
Scout Investments February 2011 - October 2014
Feltl and Company July 2010 - February 2011
UBS Global Asset Management January 2006 - May 2010
Dougherty & Company August 2005 - January 2006
Wells Fargo May 2005 - August 2005
Foss Swim School 2000 - 2005
Mayer Lutheran High School August 2002 - June 2003
Winsted Holy Trinity High School September 2000 - June 2002
Skills
Investments, Research, Healthcare, Portfolio Management, Financial Analysis, Management, Mutual Funds, Equity Research, Valuation, Investment Management, Insurance, Series 7, Equities, Finance, Financial Modeling, Asset Allocation, Securities, Financial Services, Asset Management, Competitive Analysis, Analysis, Wealth Management, Due Diligence, Investment Strategies, Alternative Investments, Strategy, Hedge Funds
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Finance
Hamline University 1996 — 2000
BA, Education
Mayer Lutheran High School 1992 — 1996
American Century Investments November 2014 - Present
Scout Investments February 2011 - October 2014
Feltl and Company July 2010 - February 2011
UBS Global Asset Management January 2006 - May 2010
Dougherty & Company August 2005 - January 2006
Wells Fargo May 2005 - August 2005
Foss Swim School 2000 - 2005
Mayer Lutheran High School August 2002 - June 2003
Winsted Holy Trinity High School September 2000 - June 2002
Skills
Investments, Research, Healthcare, Portfolio Management, Financial Analysis, Management, Mutual Funds, Equity Research, Valuation, Investment Management, Insurance, Series 7, Equities, Finance, Financial Modeling, Asset Allocation, Securities, Financial Services, Asset Management, Competitive Analysis, Analysis, Wealth Management, Due Diligence, Investment Strategies, Alternative Investments, Strategy, Hedge Funds
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Finance
Hamline University 1996 — 2000
BA, Education
Mayer Lutheran High School 1992 — 1996
Bill Schmid, CFA's UBS Global Asset Management Experience December 2014 - Present
Job Municipal Fixed Income Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management December 2014 - Present
NYC Municipal Water Finance Authority June 2014 - November 2014
NYC Municipal Water Finance Authority November 2011 - June 2014
Fairfax County Government, Department of Management and Budget October 2010 - November 2011
The Finance Project July 2007 - August 2009
Education
Georgetown University 2008 — 2010
Masters, Public Policy
University of Richmond 2002 — 2006
History
UBS Global Asset Management December 2014 - Present
NYC Municipal Water Finance Authority June 2014 - November 2014
NYC Municipal Water Finance Authority November 2011 - June 2014
Fairfax County Government, Department of Management and Budget October 2010 - November 2011
The Finance Project July 2007 - August 2009
Education
Georgetown University 2008 — 2010
Masters, Public Policy
University of Richmond 2002 — 2006
History
Nicholas Grube's UBS Global Asset Management Experience June 2010 - Present
Job Executive Director, Market Risk at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
Jacqueline Giaimo's UBS Global Asset Management Experience August 2007 - April 2009
Job Executive Director at J.P. Morgan Global Private Banking
Industry Financial Services
Experience
J.P. Morgan Global Private Bank July 2011 - Present
JP Morgan Global Private Bank April 2009 - September 2011
UBS Global Asset Management August 2007 - April 2009
UBS Financial Services Inc 2000 - 2007
JPMorgan Chase September 1992 - August 2000
Skills
Hedge Funds, Wealth Management, Banking, Alternative Investments, Financial Services, Equities, Marketing, Fixed Income, High Net Worth..., Asset Management, Mutual Funds, Series 7, Asset Allocation, Securities
Education
Fordham University 1987 — 1991
BS, Marketing
J.P. Morgan Global Private Bank July 2011 - Present
JP Morgan Global Private Bank April 2009 - September 2011
UBS Global Asset Management August 2007 - April 2009
UBS Financial Services Inc 2000 - 2007
JPMorgan Chase September 1992 - August 2000
Skills
Hedge Funds, Wealth Management, Banking, Alternative Investments, Financial Services, Equities, Marketing, Fixed Income, High Net Worth..., Asset Management, Mutual Funds, Series 7, Asset Allocation, Securities
Education
Fordham University 1987 — 1991
BS, Marketing
Andrea Muller's UBS Global Asset Management Experience January 2004 - December 2004
Job Global Head Institutional Business at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Principal Global Investors January 2015 - August 2015
Principal Global Investors March 2010 - December 2014
American Chamber of Commerce Singapore April 2007 - April 2011
Fitch Ratings Asia Pacific January 2005 - May 2008
UBS Global Asset Management January 2004 - December 2004
UBS Investment Bank February 2000 - December 2003
UBS Investment Bank April 1997 - July 1999
Shearman & Sterling October 1985 - March 1997
Skills
Asset Management, Financial Services
Education
Georgetown University Law Center 1982 — 1985
JD, Law, NY Bar, Paris Bar
Georgetown University 1977 — 1981
BSFS, International Relations
Principal Global Investors August 2015 - Present
Principal Global Investors January 2015 - August 2015
Principal Global Investors March 2010 - December 2014
American Chamber of Commerce Singapore April 2007 - April 2011
Fitch Ratings Asia Pacific January 2005 - May 2008
UBS Global Asset Management January 2004 - December 2004
UBS Investment Bank February 2000 - December 2003
UBS Investment Bank April 1997 - July 1999
Shearman & Sterling October 1985 - March 1997
Skills
Asset Management, Financial Services
Education
Georgetown University Law Center 1982 — 1985
JD, Law, NY Bar, Paris Bar
Georgetown University 1977 — 1981
BSFS, International Relations
Laura Lawson, CFA's UBS Global Asset Management Experience April 2007 - April 2012
Job Senior Client Portfolio Manager Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
James Craft's UBS Global Asset Management Experience January 2008 - June 2010
Job Portfolio Manager at Allstate
Industry Investment Management
Experience
Allstate June 2010 - Present
UBS Global Asset Management January 2008 - June 2010
Allstate Investments 2001 - 2007
Skills
Investments, Fixed Income, Alternative Investments, Financial Modeling, Portfolio Management, Asset Allocation, Asset Managment, Hedge Funds, Asset Management, Bonds, Equities, Valuation, Derivatives
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Decision Sciences
Illinois State University 1983 — 1987
BS, Mathematics
Allstate June 2010 - Present
UBS Global Asset Management January 2008 - June 2010
Allstate Investments 2001 - 2007
Skills
Investments, Fixed Income, Alternative Investments, Financial Modeling, Portfolio Management, Asset Allocation, Asset Managment, Hedge Funds, Asset Management, Bonds, Equities, Valuation, Derivatives
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Decision Sciences
Illinois State University 1983 — 1987
BS, Mathematics
Margaret Salvemini's UBS Global Asset Management Experience 2001 - 2002
Job Specialist, Quality Assurance at Prudential
Industry Computer Software
Experience
Prudential July 2015 - Present
Hertz August 2013 - July 2015
Prudential Financial April 2010 - August 2013
FolioDynamix September 2009 - April 2010
Linedata Services (formerly Global Investment Systems) 2002 - September 2009
UBS Global Asset Management 2001 - 2002
Brown Brothers Harriman March 2000 - January 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Management, Quality Assurance, Process Improvement, Software Project..., Mutual Funds, Visio, Financial Services
Education
University of Phoenix 2004 — 2006
Masters, MIS/Management
Fairleigh Dickinson University 1995 — 1999
Bachelor of Science, Marketing
Prudential July 2015 - Present
Hertz August 2013 - July 2015
Prudential Financial April 2010 - August 2013
FolioDynamix September 2009 - April 2010
Linedata Services (formerly Global Investment Systems) 2002 - September 2009
UBS Global Asset Management 2001 - 2002
Brown Brothers Harriman March 2000 - January 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Management, Quality Assurance, Process Improvement, Software Project..., Mutual Funds, Visio, Financial Services
Education
University of Phoenix 2004 — 2006
Masters, MIS/Management
Fairleigh Dickinson University 1995 — 1999
Bachelor of Science, Marketing
Jonathan Sherman's UBS Global Asset Management Experience 2002 - 2005
Job Managing Director Client Portfolio Manager, US Equities at JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JPMorgan Asset Management March 2005 - Present
UBS Global Asset Management 2002 - 2005
Merrill Lynch 1998 - 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Syracuse University 1989 — 1993
Bachelor of Arts (BA)
J.P. Morgan August 2012 - Present
JPMorgan Asset Management March 2005 - Present
UBS Global Asset Management 2002 - 2005
Merrill Lynch 1998 - 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Syracuse University 1989 — 1993
Bachelor of Arts (BA)
Bruno Bertocci's UBS Global Asset Management Experience 1998 - Present
Job Managing Director at UBS
Industry Investment Management
Experience
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
Peter Jadrosich's UBS Global Asset Management Experience April 1997 - April 1999
Job Retired Asset Manager now Private Investor with focus on equities, bonds, real estate and venture capital.
Industry Investment Management
Experience
APG Asset Management April 2000 - February 2013
ABN AMRO Bank N.V. April 1999 - April 2000
UBS Global Asset Management April 1997 - April 1999
PaineWebber 1982 - 1997
Moody's Investors Service 1974 - 1982
Skills
Fixed Income, Economics, Investments, Asset Management, Leveraged Finance, Bloomberg, Financial Risk, Asset Managment, Credit Risk, Portfolio Management, Banking, Financial Markets, Asset Allocation, Investment Management, Hedge Funds, Bonds, Credit Derivatives, Finance, Derivatives, Valuation, Angel Investing, Equities, Quantitative Finance, Capital Markets, Structured Products, Market Risk, Financial Structuring, High Yield, Global Macro, Financial Modeling, Emerging Markets, Equity Valuation, Private Equity, Structured Finance, Equity Research, Investment Banking, Research, Alternative Investments, Utility Industry, Management, Trading, Securities
Education
Indiana University Bloomington 1968 — 1970
Master of Business Administration (MBA), Finance, General
APG Asset Management April 2000 - February 2013
ABN AMRO Bank N.V. April 1999 - April 2000
UBS Global Asset Management April 1997 - April 1999
PaineWebber 1982 - 1997
Moody's Investors Service 1974 - 1982
Skills
Fixed Income, Economics, Investments, Asset Management, Leveraged Finance, Bloomberg, Financial Risk, Asset Managment, Credit Risk, Portfolio Management, Banking, Financial Markets, Asset Allocation, Investment Management, Hedge Funds, Bonds, Credit Derivatives, Finance, Derivatives, Valuation, Angel Investing, Equities, Quantitative Finance, Capital Markets, Structured Products, Market Risk, Financial Structuring, High Yield, Global Macro, Financial Modeling, Emerging Markets, Equity Valuation, Private Equity, Structured Finance, Equity Research, Investment Banking, Research, Alternative Investments, Utility Industry, Management, Trading, Securities
Education
Indiana University Bloomington 1968 — 1970
Master of Business Administration (MBA), Finance, General
Timothy Dull's UBS Global Asset Management Experience December 1986 - September 2000
Job Senior Portfolio Manager at Compass Capital Management, LLC
Industry Financial Services
Experience
Compass Capital Management, LLC May 2013 - Present
Dull Investments, LLC October 2000 - Present
UBS Global Asset Management December 1986 - September 2000
BP (formerly Amoco) September 1980 - December 1986
Skills
Equities, Investments, Portfolio Management, Equity Research, Emerging Markets, Finance, Financial Advisory, Asset Management, Asset Allocation, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Private Equity, Investment Strategies, Mutual Funds, Hedge Funds, Corporate Finance, Fixed Income, Strategic Financial..., Investor Relations, Financial Planning
Education
The University of Chicago 1982 — 1986
MBA, Finance
Iowa State University 1974 — 1979
BS, Chemical Engineering
Compass Capital Management, LLC May 2013 - Present
Dull Investments, LLC October 2000 - Present
UBS Global Asset Management December 1986 - September 2000
BP (formerly Amoco) September 1980 - December 1986
Skills
Equities, Investments, Portfolio Management, Equity Research, Emerging Markets, Finance, Financial Advisory, Asset Management, Asset Allocation, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Private Equity, Investment Strategies, Mutual Funds, Hedge Funds, Corporate Finance, Fixed Income, Strategic Financial..., Investor Relations, Financial Planning
Education
The University of Chicago 1982 — 1986
MBA, Finance
Iowa State University 1974 — 1979
BS, Chemical Engineering
Claudia Kosakowski's UBS Global Asset Management Experience October 1993 - May 2000
Job Risk Management Reporting Manager at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Citi May 2000 - March 2014
UBS Global Asset Management October 1993 - May 2000
Ernst & Young October 1991 - October 1993
Skills
Financial Analysis, Finance, Auditing, Mutual Funds, Business Analysis, Forecasting, Financial Reporting, Due Diligence, Management Reporter
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Financial Management
Fordham University 1987 — 1991
BS, Accounting
Citi April 2014 - Present
Citi May 2000 - March 2014
UBS Global Asset Management October 1993 - May 2000
Ernst & Young October 1991 - October 1993
Skills
Financial Analysis, Finance, Auditing, Mutual Funds, Business Analysis, Forecasting, Financial Reporting, Due Diligence, Management Reporter
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Financial Management
Fordham University 1987 — 1991
BS, Accounting
Payal Maniar's UBS Global Asset Management Experience 2009 - 2010
Job Technology Lead at Infosys
Industry Computer Software
Experience
Infosys August 2014 - Present
Infosys Technologies Ltd September 2012 - Present
UBS Global Asset Management 2009 - 2010
Infosys April 2009 - October 2009
Indicus Software 2006 - 2006
Skills
Informatica, .NET, PL/SQL, Oracle, Requirements Analysis, SQL, Microsoft SQL Server, Web Services, C#, Core Java
Education
Gujarat University 2001 — 2006
Msc(CA & IT), Computer Science
K.S School of Buisness Management, Ahmedabad 2001 — 2006
M.Sc in Computer Application and Information Technologies, Computer Science
Infosys August 2014 - Present
Infosys Technologies Ltd September 2012 - Present
UBS Global Asset Management 2009 - 2010
Infosys April 2009 - October 2009
Indicus Software 2006 - 2006
Skills
Informatica, .NET, PL/SQL, Oracle, Requirements Analysis, SQL, Microsoft SQL Server, Web Services, C#, Core Java
Education
Gujarat University 2001 — 2006
Msc(CA & IT), Computer Science
K.S School of Buisness Management, Ahmedabad 2001 — 2006
M.Sc in Computer Application and Information Technologies, Computer Science
Kelly Buchholz's UBS Global Asset Management Experience January 2014 - Present
Job Paralegal at UBS Global Asset Management
Industry Legal Services
Experience
UBS Global Asset Management January 2014 - Present
DLA Piper January 2007 - January 2014
Goldberg Weisman Cairo August 2004 - January 2007
ANESI, OZMON, RODIN, NOVAK, & KOHEN, LTD. February 2004 - August 2004
Early, Collison, Tousey, Regan, Wlodek & Morrow September 2003 - February 2004
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Microsoft Office, Elite, Elite Webview, eRoom, Meticulous eye for..., Analytical Skills, Multi Tasking, Priority Management, Organized self-starter, Dependable Team Player, Team Leadership, Document Review, Microsoft Word, PACER, Personal Injury..., Microsoft Excel, Legal Documents, Document Drafting, Research, Customer Service, LexisNexis, Training
Education
Illinois Wesleyan University 1998 — 2002
BA, Political Science
Harper College 2002 — 2003
Paralegal Certificate, Paralegal Studies
UBS Global Asset Management January 2014 - Present
DLA Piper January 2007 - January 2014
Goldberg Weisman Cairo August 2004 - January 2007
ANESI, OZMON, RODIN, NOVAK, & KOHEN, LTD. February 2004 - August 2004
Early, Collison, Tousey, Regan, Wlodek & Morrow September 2003 - February 2004
Skills
Legal Research, Legal Writing, Westlaw, Legal Assistance, Microsoft Office, Elite, Elite Webview, eRoom, Meticulous eye for..., Analytical Skills, Multi Tasking, Priority Management, Organized self-starter, Dependable Team Player, Team Leadership, Document Review, Microsoft Word, PACER, Personal Injury..., Microsoft Excel, Legal Documents, Document Drafting, Research, Customer Service, LexisNexis, Training
Education
Illinois Wesleyan University 1998 — 2002
BA, Political Science
Harper College 2002 — 2003
Paralegal Certificate, Paralegal Studies
Vanessa Laws's UBS Global Asset Management Experience August 2009 - April 2010
Job Senior Compliance Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Colin Zilins's UBS Global Asset Management Experience 1996 - 2000
Job AM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
James Muratha's UBS Global Asset Management Experience January 2007 - January 2010
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
STANLIB February 2010 - Present
UBS Global Asset Management January 2007 - January 2010
Skills
Management, Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Fixed Income, Valuation, Financial Analysis, Investment Banking, Financial Modeling, Emerging Markets, Bloomberg, Risk Management, Corporate Finance, Negotiation
Education
Kenyatta University
Bachelor's Degree, Bachelor of Commerce-Accounting
University of New Brunswick
Master of Business Administration (M.B.A.), MBA Finance
STANLIB February 2010 - Present
UBS Global Asset Management January 2007 - January 2010
Skills
Management, Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Fixed Income, Valuation, Financial Analysis, Investment Banking, Financial Modeling, Emerging Markets, Bloomberg, Risk Management, Corporate Finance, Negotiation
Education
Kenyatta University
Bachelor's Degree, Bachelor of Commerce-Accounting
University of New Brunswick
Master of Business Administration (M.B.A.), MBA Finance
Shawn Lytle's UBS Global Asset Management Experience April 2010 - May 2015
Job President, Delaware Investments / Macquarie
Industry Investment Management
Experience
Delaware Investments June 2015 - Present
UBS Global Asset Management April 2010 - May 2015
UBS Global Asset Management January 2008 - September 2010
UBS Global Asset Management December 2005 - December 2007
UBS Global Asset Management November 2002 - December 2007
JPMorgan June 1992 - October 2002
Skills
Investment Strategies, Asset Managment, Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Portfolio Management, Wealth Management, Private Banking, Fixed Income, Asset Allocation, Equities, Investments, Private Equity, ETFs, Equity Research, Mutual Funds, Bloomberg, Investment Banking
Education
Georgetown University - The McDonough School of Business 1988 — 1992
Bachelors, Marketing
Amity senior high school 1984 — 1988
Delaware Investments June 2015 - Present
UBS Global Asset Management April 2010 - May 2015
UBS Global Asset Management January 2008 - September 2010
UBS Global Asset Management December 2005 - December 2007
UBS Global Asset Management November 2002 - December 2007
JPMorgan June 1992 - October 2002
Skills
Investment Strategies, Asset Managment, Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Portfolio Management, Wealth Management, Private Banking, Fixed Income, Asset Allocation, Equities, Investments, Private Equity, ETFs, Equity Research, Mutual Funds, Bloomberg, Investment Banking
Education
Georgetown University - The McDonough School of Business 1988 — 1992
Bachelors, Marketing
Amity senior high school 1984 — 1988
Nicole Morales-Trelles's UBS Global Asset Management Experience March 2003 - December 2004
Job Business Development at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Citi Global Consumer Banking, Office of the Chief of Staff to the Co-President of Citi September 2012 - September 2013
Citi Global Retail Banking Operations, Citigroup September 2011 - September 2012
Citi Retail Banking Operations, Citibank February 2011 - September 2011
Citi Transformation Managment Office, Citigroup October 2010 - February 2011
Citi Realty Services June 2009 - October 2010
Citigroup Realty Services June 2005 - June 2009
UBS Global Asset Management March 2003 - December 2004
Brinson Advisors Inc. (Formerly Mitchell Hutchins Asset Management) January 2002 - March 2003
Mitchell Hutchins Asset Management March 2001 - January 2002
Skills
Portfolio Management, PeopleSoft, Microsoft Excel, Access, Business Analysis, Management, Risk Management, SharePoint, Team Building, Program Management, Procurement, Financial Risk, PowerPoint, Financial Modeling, Financial Analysis, Databases, Business Development, Administrative..., Strategic Planning, Vendor Management
Education
LaGuardia Community College
Associates, Business Administration
BlackRock September 2013 - Present
Citi Global Consumer Banking, Office of the Chief of Staff to the Co-President of Citi September 2012 - September 2013
Citi Global Retail Banking Operations, Citigroup September 2011 - September 2012
Citi Retail Banking Operations, Citibank February 2011 - September 2011
Citi Transformation Managment Office, Citigroup October 2010 - February 2011
Citi Realty Services June 2009 - October 2010
Citigroup Realty Services June 2005 - June 2009
UBS Global Asset Management March 2003 - December 2004
Brinson Advisors Inc. (Formerly Mitchell Hutchins Asset Management) January 2002 - March 2003
Mitchell Hutchins Asset Management March 2001 - January 2002
Skills
Portfolio Management, PeopleSoft, Microsoft Excel, Access, Business Analysis, Management, Risk Management, SharePoint, Team Building, Program Management, Procurement, Financial Risk, PowerPoint, Financial Modeling, Financial Analysis, Databases, Business Development, Administrative..., Strategic Planning, Vendor Management
Education
LaGuardia Community College
Associates, Business Administration
Deirdre Guice Minor's UBS Global Asset Management Experience March 2015 - Present
Job Managing Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
UBS Global Asset Management March 2015 - Present
UBS Global Asset Management August 2011 - March 2015
Rothschild Asset Management January 2008 - August 2011
Oppenheimer Capital (now Allianz Global Investors Capital) May 1997 - December 2007
Gartmore February 1996 - February 1997
Dreyfus Investment Advisors February 1995 - December 1995
Illinois State Treasurer's Office 1994 - 1995
Education
Florida Agricultural and Mechanical University 1988 — 1993
Bachelors, Business Administration
Kenwood
Cecilia Wang, CPA CA's UBS Global Asset Management Experience January 2007 - November 2009
Job Director, Stress Testing Financial Performance and Analysis at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group February 2015 - Present
Home Trust Company September 2010 - February 2015
UBS Global Asset Management January 2007 - November 2009
Skills
Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Banking, Securities, Asset Management, Fund Administration
Education
Ivey Business School at Western University 1996 — 1998
HBA, Finance, General
National University of Singapore
National University of Singapore
National University of Singapore
National University of Singapore
National University of Singapore
BMO Financial Group February 2015 - Present
Home Trust Company September 2010 - February 2015
UBS Global Asset Management January 2007 - November 2009
Skills
Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Banking, Securities, Asset Management, Fund Administration
Education
Ivey Business School at Western University 1996 — 1998
HBA, Finance, General
National University of Singapore
National University of Singapore
National University of Singapore
National University of Singapore
National University of Singapore
Kevin Reardon's UBS Global Asset Management Experience 2000 - 2001
Job Managing Director and Principal at Next Tier HD
Industry Real Estate
Experience
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Robert Philipps's UBS Global Asset Management Experience 1993 - 1997
Job FirstKey Lending
Industry Real Estate
Experience
Benefit Street Partners April 2015 - Present
FirstKey Lending June 2014 - April 2015
Margules Properties Inc. 2009 - 2010
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2001 - 2006
JP Morgan Chase 2000 - 2001
Deutsche Bank Securities 1997 - 1999
UBS Global Asset Management 1993 - 1997
Skills
Asset Managment, Debt, Due Diligence, Real Estate Financing, Valuation, CMBS, Real Estate, Underwriting, Credit Analysis, Private Equity, Structured Finance, Asset Management, Securitization
Education
Ithaca College
BS, Finance & Accounting
Benefit Street Partners April 2015 - Present
FirstKey Lending June 2014 - April 2015
Margules Properties Inc. 2009 - 2010
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2001 - 2006
JP Morgan Chase 2000 - 2001
Deutsche Bank Securities 1997 - 1999
UBS Global Asset Management 1993 - 1997
Skills
Asset Managment, Debt, Due Diligence, Real Estate Financing, Valuation, CMBS, Real Estate, Underwriting, Credit Analysis, Private Equity, Structured Finance, Asset Management, Securitization
Education
Ithaca College
BS, Finance & Accounting
Kristina Thompson's UBS Global Asset Management Experience January 2015 - Present
Job Institutional Business Development at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management January 2015 - Present
UBS Global Asset Management October 2010 - January 2015
Macquarie Group February 2010 - October 2010
Investec May 2010 - June 2010
Corporate Executive Board 2008 - 2010
Skills
Financial Services, Relationship Management, Business Development, CRM, Marketing, Business Relationship..., Account Management, Lead Generation, Start-ups, Sales Operations, Investments, Business Strategy, Competitive Analysis, Customer Retention, Cross-functional Team..., Finance, Sales Process, Banking, Contract Negotiation, Sales Management, Management, Marketing Communications, Leadership, Sales, Public Relations, Strategic Planning, Management Consulting, Financial Analysis, Asset Management, Mutual Funds, Risk Management, Wealth Management, Hedge Funds, Asset Allocation, Financial Markets, Executive Management, Private Equity, Social Media Marketing, Negotiation, Equities, Alternative Investments
Education
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
UBS Global Asset Management January 2015 - Present
UBS Global Asset Management October 2010 - January 2015
Macquarie Group February 2010 - October 2010
Investec May 2010 - June 2010
Corporate Executive Board 2008 - 2010
Skills
Financial Services, Relationship Management, Business Development, CRM, Marketing, Business Relationship..., Account Management, Lead Generation, Start-ups, Sales Operations, Investments, Business Strategy, Competitive Analysis, Customer Retention, Cross-functional Team..., Finance, Sales Process, Banking, Contract Negotiation, Sales Management, Management, Marketing Communications, Leadership, Sales, Public Relations, Strategic Planning, Management Consulting, Financial Analysis, Asset Management, Mutual Funds, Risk Management, Wealth Management, Hedge Funds, Asset Allocation, Financial Markets, Executive Management, Private Equity, Social Media Marketing, Negotiation, Equities, Alternative Investments
Education
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Patrick Layton's UBS Global Asset Management Experience October 2009 - May 2010
Job Associate Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Tom Cameron's UBS Global Asset Management Experience March 2005 - Present
Job Executive Director UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management March 2005 - Present
UBS Global Asset Management January 2001 - March 2005
Grant Street Group (MuniAuction) February 2000 - January 2001
Fidelity Investments November 1993 - February 2000
Connecticut Health and Educational Facilities Authority 1989 - 1993
Aldin Associates Limited Partnership 1985 - 1989
Skills
Fixed Income, Municipal Bonds, Cash Management, Offshore Investments, Global Investment..., Fixed Income Strategies, Sales Management, Institutional Sales, Wealth Management..., Series 7, Series 24, Series 63
Education
Franklin Pierce College 1981 — 1985
BS, Marketing
UBS Global Asset Management March 2005 - Present
UBS Global Asset Management January 2001 - March 2005
Grant Street Group (MuniAuction) February 2000 - January 2001
Fidelity Investments November 1993 - February 2000
Connecticut Health and Educational Facilities Authority 1989 - 1993
Aldin Associates Limited Partnership 1985 - 1989
Skills
Fixed Income, Municipal Bonds, Cash Management, Offshore Investments, Global Investment..., Fixed Income Strategies, Sales Management, Institutional Sales, Wealth Management..., Series 7, Series 24, Series 63
Education
Franklin Pierce College 1981 — 1985
BS, Marketing
Cherrell Williams's UBS Global Asset Management Experience June 2007 - May 2008
Job Executive Assistant at College of Physicians and Surgeons of Ontario
Industry Medical Practice
Experience
College of Physicians and Surgeons of Ontario June 2014 - Present
Trillium Gift of Life Network July 2008 - May 2014
UBS Global Asset Management June 2007 - May 2008
First Associates Investments April 2005 - September 2005
Franklin Templeton Investments (FTI) 2000 - 2004
Yorktown Family Services 1998 - 2000
Oolagen Community Services 1993 - 1998
Skills
Research, Management, Hospitals, Data Entry, Strategic Planning, Outlook, Recruiting, Software Documentation
Education
Humber College
Seneca College of Applied Arts and Technology
Accounting Diploma, Microcomputer Business Application Certificate
College of Physicians and Surgeons of Ontario June 2014 - Present
Trillium Gift of Life Network July 2008 - May 2014
UBS Global Asset Management June 2007 - May 2008
First Associates Investments April 2005 - September 2005
Franklin Templeton Investments (FTI) 2000 - 2004
Yorktown Family Services 1998 - 2000
Oolagen Community Services 1993 - 1998
Skills
Research, Management, Hospitals, Data Entry, Strategic Planning, Outlook, Recruiting, Software Documentation
Education
Humber College
Seneca College of Applied Arts and Technology
Accounting Diploma, Microcomputer Business Application Certificate
Daniel Laumann's UBS Global Asset Management Experience July 2015 - Present
Job Director Global Trade Agreement Coordinator at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management December 2014 - July 2015
McDermott Will & Emery March 2001 - August 2014
Education
Roosevelt University 2000 — 2001
Certificate, Paralegal Studies
Keller Graduate School of Management of DeVry University 1993 — 1997
M.B.A., Finance
Illinois State University 1987 — 1991
B.S., Economics
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management December 2014 - July 2015
McDermott Will & Emery March 2001 - August 2014
Education
Roosevelt University 2000 — 2001
Certificate, Paralegal Studies
Keller Graduate School of Management of DeVry University 1993 — 1997
M.B.A., Finance
Illinois State University 1987 — 1991
B.S., Economics
Denny Mosson's UBS Global Asset Management Experience February 1983 - October 2013
Job Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
UBS Global Asset Management February 1983 - October 2013
Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Derivatives, Investment Strategies, Valuation, Financial Modeling
Education
Grand Valley State University
Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2013 - Present
UBS Global Asset Management February 1983 - October 2013
Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Derivatives, Investment Strategies, Valuation, Financial Modeling
Education
Grand Valley State University
Business Administration and Management, General
Nancy Osborn's UBS Global Asset Management Experience 2006 - Present
Job Mutual Fund Treasury at UBS
Industry Financial Services
Experience
UBS Global Asset Management 2006 - Present
Brown Brothers Harriman 1996 - 2006
Skills
Asset Management, Financial Reporting, Fund Administration, Alternative Investments, Treasury, Securities, Mutual Funds, Equities, Hedge Funds, Fixed Income, Derivatives, Fund Accounting
Education
Hofstra University
Bachelor of Business Administration (BBA)
UBS Global Asset Management 2006 - Present
Brown Brothers Harriman 1996 - 2006
Skills
Asset Management, Financial Reporting, Fund Administration, Alternative Investments, Treasury, Securities, Mutual Funds, Equities, Hedge Funds, Fixed Income, Derivatives, Fund Accounting
Education
Hofstra University
Bachelor of Business Administration (BBA)
Edwin Lo's UBS Global Asset Management Experience June 2013 - December 2013
Job Sales Support Specialist at CIBC
Industry Financial Services
Experience
CIBC July 2014 - Present
UBS Global Asset Management June 2013 - December 2013
UBS Global Asset Management June 2012 - August 2012
Knight Frank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration
CIBC July 2014 - Present
UBS Global Asset Management June 2013 - December 2013
UBS Global Asset Management June 2012 - August 2012
Knight Frank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honours Business Administration
Steve Baek's UBS Global Asset Management Experience December 2009 - March 2012
Job Portfolio Manager at Value System Advisors LLC.
Industry Investment Management
Experience
Value System Advisors LLC. April 2012 - Present
UBS Global Asset Management December 2009 - March 2012
Deloitte June 2006 - January 2008
Education
Korea Advanced Institute of Science and Technology 2008 — 2010
Master of Business Administration (MBA), Financial Engineering
New York University 2003 — 2006
B.A, Economics
Value System Advisors LLC. April 2012 - Present
UBS Global Asset Management December 2009 - March 2012
Deloitte June 2006 - January 2008
Education
Korea Advanced Institute of Science and Technology 2008 — 2010
Master of Business Administration (MBA), Financial Engineering
New York University 2003 — 2006
B.A, Economics
Nancy Lukin's UBS Global Asset Management Experience September 2011 - Present
Job Executive Assistant,Global Investment Solutions at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2011 - Present
UBS Global Asset Management July 2000 - July 2008
Reliance National Insurance April 1995 - June 2000
Skills
Financial Services, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Customer Service, Derivatives, Microsoft Office, Microsoft Excel, Microsoft Word, Management
Education
Fox College Inc 1993 — 1994
UBS Global Asset Management September 2011 - Present
UBS Global Asset Management July 2000 - July 2008
Reliance National Insurance April 1995 - June 2000
Skills
Financial Services, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Customer Service, Derivatives, Microsoft Office, Microsoft Excel, Microsoft Word, Management
Education
Fox College Inc 1993 — 1994
Mauricio Vilches's UBS Global Asset Management Experience June 2006 - Present
Job Compliance Officer at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management June 2006 - Present
Skills
Securities, Asset Management, AML, Mutual Funds, Fixed Income, Investment Management, Due Diligence, Hedge Funds, Banking
Education
Fordham University 1998 — 2001
Bachelor of Arts (BA), Political Science and Government
UBS Global Asset Management June 2006 - Present
Skills
Securities, Asset Management, AML, Mutual Funds, Fixed Income, Investment Management, Due Diligence, Hedge Funds, Banking
Education
Fordham University 1998 — 2001
Bachelor of Arts (BA), Political Science and Government