U.S. Trust Company of New York

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U.S. Trust Company of New York Employees

Employee
Years
Job
Industry
Aleksandr Furman Aleksandr Furman Greater New York City Area Details
Aleksandr Furman's U.S. Trust Company of New York Experience September 1994 - June 2004
Job Vice President, Global Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  May 2013 - Present
Morgan Stanley Smith Barney  March 2010 - March 2013
JPMorgan Chase  August 2008 - December 2009
JPMorgan Chase  November 2005 - August 2008
U.S. Trust Company of New York   September 1994 - June 2004

Skills
Active Directory, Windows Server 2003, Windows Server 2008, Windows 7, SQL Server 2000-2008, SCCM, App-V, DNS, LDAP, Hyper-V, VMware ESX, VMware Infrastructure, DynamicOps VRM, VDI, BMC Bladelogic, BMC Atrium Orchestrator, T-SQL, C#, VB.NET, VBScript, PowerShell, Shell Scripting, System Deployment, Disaster Recovery, Windows Server, Powershell

Education
City University of New York-Brooklyn College

Kharkov State University

Darnetta chandler johnson Darnetta chandler johnson Irvington, New Jersey Details
Darnetta chandler johnson's U.S. Trust Company of New York Experience July 1990 - August 2008
Job Business Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  May 2014 - Present
BNP Paribas  April 2011 - March 2014
BNP Paribas Fortis  January 2009 - April 2011
US Trust Company of New York  July 1990 - August 2008

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Filing, Reliable, Hardwork, Great communications..., Client Facing Skills, Flexibility, Multi Tasking, Fast Learner, Fast-paced, True Team Player, Meet Deadlines, Derivatives, FX Options, Trading, Back Office, Options

Education
Hudson County Community College   1991 — 1996

Lincoln High School   1986 — 1990
High School Diploma, General Studies

Susan K. Foster Susan K. Foster Stamford, Connecticut Details
Susan K. Foster's U.S. Trust Company of New York Experience 1995 - 1996
Job Senior Vice President Development, Keep America Beautiful
Industry Nonprofit Organization Management
Experience
Keep America Beautiful  January 2011 - March 2014
Brooklyn Law School  2009 - 2011
Danzinger & Markhoff LLP   2006 - 2007
U.S. Trust Company of New York   1995 - 1996
Winthrop, Stimson, Putnam & Roberts (now Pillsbury Winthrop Shaw Pittman)   1988 - 1995

Skills
Nonprofits, Volunteer Management, Fundraising, Community Outreach, Public Relations, Media Relations, Grant Writing, Event Planning, Event Management, Public Speaking, Community Development, Social Media, Strategic Planning, Editing, Marketing Communications

Education
Brooklyn Law School
Doctor of Law (J.D.)

The George Washington University
Bachelor of Science (B.S.)

Christine Ansbro Christine Ansbro Greater New York City Area Details
Christine Ansbro's U.S. Trust Company of New York Experience 1998 - 2002
Job Managing Director at Robeco
Industry Financial Services
Experience
Robeco Investment Management  2002 - Present
US Trust  September 1998 - August 2002
U.S. Trust Company of New York   1998 - 2002
Lazard Asset Management  1994 - 1998

Education
Clemson University   1992 — 1994
MBA

Clemson University - College of Business and Behavioral Science   1992 — 1994
MBA, Business Administration

Iona College   1988 — 1992
BBA

PAMELA SCOTT PAMELA SCOTT Greater Boston Area Details
PAMELA SCOTT's U.S. Trust Company of New York Experience 1992 - 1996
Job Business Consultant at LVCC, Inc.
Industry Management Consulting
Experience
Salem State University  November 2009 - Present
LVCC INC   August 2003 - Present
Salem State University  July 2012 - June 2015
LVCC TRAVEL   October 2008 - December 2012
DanversBancorp, Inc   November 2009 - June 2011
Beverly National Corp/Beverly National Bank   May 2006 - October 2009
State Street Corporation/Schoolhouse Capital   July 2000 - July 2003
State Street Global Advisors (SSgA)   August 1997 - July 2000
U.S. Trust Company of New York   1992 - 1996
Prudential Asset Management Company  December 1987 - June 1992

Skills
Strategic Planning, Customer Relations, Fundraising, Public Speaking, Change Management, Marketing Strategy, Product Development, Non-profits, New Business Development, Investments, Business Strategy, Customer Service, Nonprofits, Asset Management, Management Consulting, Organizational..., Start-ups, Public Relations, Program Management, Leadership Development, Entrepreneurship, Research, Financial Analysis, Team Building, Project Management, Leadership, Business Development, Management, Training, Marketing, Coaching, Strategy, CRM, Sales, Mergers & Acquisitions, Venture Capital, Business Planning, Small Business, Executive Coaching, Risk Management, Operations Management, Financial Services, Investment Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Executive Management, Real Estate, Investment Strategies

Education
The Tuck School of Business at Dartmouth   1973 — 1975
MBA, Finance

Rice University   1969 — 1973
BA, Economics

Richard Yacovone Richard Yacovone Greater New York City Area Details
Richard Yacovone's U.S. Trust Company of New York Experience 1989 - 1996
Job Manager, Customer Success Management at Advent Software
Industry Computer Software
Experience
Advent Software  March 2014 - Present
Advent Software  May 2007 - Present
CheckFree Investment Services  2002 - 2005
The Bank of New York  1996 - 2002
US Trust Company of New York  1989 - 1996

Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management

Education
Baruch College
Bachelors of Business Administration, Finance & Investments

Don Ryan Don Ryan Scranton, Pennsylvania Area Details
Don Ryan's U.S. Trust Company of New York Experience 1979 - 1981
Job Senior Vice President, Human Resources
Industry Banking
Experience
First National Community Bank  November 2011 - Present
Johnson College  April 2010 - November 2011
The Ryan Group  1997 - April 2010
Fleet Bank (Formerly National Westminster Bank)   1995 - 1997
National Westminster Bank  1980 - 1994
U.S. Trust Company of New York   1979 - 1981

Skills
Employee Relations, Recruiting, Leadership, Personnel Management, Succession Planning, Human Resources, Performance Management, Onboarding, HR Consulting, Process Improvement, Employment Law, Strategic Planning, Management, Training, Leadership Development, Talent Management, Employee Benefits

Education
Seton Hall University   1981 — 1986
MBA, Industrial Relations

Miami University   1970 — 1974
BS Education, Secondary Education

Nancy Gabel Nancy Gabel Greater New York City Area Details
Nancy Gabel's U.S. Trust Company of New York Experience 1984 - 2007
Job Managing Director at Evercore Wealth Management
Industry Law Practice
Experience
Evercore Wealth Management   January 2010 - Present
US Trust  2006 - 2007
U.S. Trust Company of New York   1984 - 2007
U. S. Trust Company   1984 - 2007
US Trust  1996 - 2006
US Trust  1984 - 1996
Fried, Frank, Harris, Shriver & Jacobson   1980 - 1982

Skills
Wealth Management, Marketing, Family Office, Charities, Wealth, High Net Worth..., Portfolio Management, Strategy, Trusts, Estate Planning

Education
New England School of Law   1976 — 1979

Margot Klingman Margot Klingman Greater New York City Area Details
Margot Klingman's U.S. Trust Company of New York Experience August 1989 - August 1993
Job Real Estate Agent at Houlihan Lawrence Real Estate, Inc.
Industry Real Estate
Experience
Kelly Associates Real Estate, Inc.   January 2011 - Present
Avatar Associates  September 1993 - January 1998
US Trust Company of New York  August 1989 - August 1993
Schafer Cullen Capital Management Corporation   November 1988 - August 1989

Education
Bucknell University   1984 — 1986

Bucknell University
BA

Paul R. Perez, CFA Paul R. Perez, CFA San Francisco Bay Area Details
Paul R. Perez, CFA's U.S. Trust Company of New York Experience 1998 - 2000
Job Partner at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors  February 2012 - Present
Springcreek Advisors LLC  2011 - 2012
Northern Trust Company  2008 - 2011
HRJ Capital  2006 - 2008
Lyon Ventures, LLC   2000 - 2005
US Trust Company of New York  1998 - 2000
The Scion Group LLC   1995 - 1998
Credit Suisse  1991 - 1995
Bankers Trust Company  1987 - 1991

Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking

Education
Stanford University Graduate School of Business   1985 — 1987
MBA

Boston College   1975 — 1976
MA, Philosophy

Loyola Marymount University   1973 — 1975
BA, Philosophy

St; John's College Seminary   1971 — 1973

Thomas Frank Thomas Frank San Francisco, California Details
Thomas Frank's U.S. Trust Company of New York Experience November 1987 - August 1994
Job Executive Vice President, Northern California Regional Manager at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company  April 2013 - Present
Abbot Downing  March 2010 - March 2013
Bessemer Trust  September 1994 - March 2010
U.S. Trust Company of New York   November 1987 - August 1994

Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...

Education
Brooklyn Law School   1989 — 1993
JD, Law

Georgetown University   1982 — 1986
BSFS, Foreign Service

Peggy Pogue Steiner Peggy Pogue Steiner Greater New York City Area Details
Peggy Pogue Steiner's U.S. Trust Company of New York Experience 1989 - 1995
Job Realtor at William Meier Real Estate
Industry Real Estate
Experience
William Meier Real Estate   February 2015 - Present
Rodan + Fields Dermatologists  2013 - Present
Daniel Gale Sotheby's International Realty  2009 - February 2015
William Pitt Sotheby's International Realty  January 2009 - July 2014
Rockefeller & Company, Inc.   April 1995 - July 1997
U.S. Trust Company of New York   1989 - 1995
U.S. Trust Company   1989 - 1995
Citibank  1989 - 1995

Skills
Sellers, Relocation, Condos, Luxury, First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Investment Properties, Listings, Short Sales, New Home Sales, Referrals, Residential Homes, Foreclosures, 1031 Exchanges, Buyers, Income Properties, Move Up Buyers, REO, Real Estate Transactions, Relocation Buyers, Seniors, ABR, Townhomes, Rentals, Waterfront, Vacation Homes, e-PRO

Education
New York University - Leonard N. Stern School of Business   1985 — 1987
MBA, Finance

Smith College   1977 — 1981
AB, English and Education

Luis F. Ruiz, MBA Luis F. Ruiz, MBA Richmond, Virginia Area Details
Luis F. Ruiz, MBA's U.S. Trust Company of New York Experience January 1997 - October 1998
Job Solutions Consultant and Business Development Leader
Industry Management Consulting
Experience
SNL Financial  November 2013 - March 2015
Conequipos Ing.   May 2009 - August 2013
Frontier Strategy Group  March 2008 - April 2009
Ironworks Consulting  November 2006 - March 2007
Infinitive  March 2006 - September 2006
BearingPoint, Inc. (formerly KPMG Consulting)   March 2003 - February 2006
Chemonics International  March 2000 - March 2003
CG/LA Infrastructure, Inc.   October 1998 - February 2000
U.S. Trust Company of New York   January 1997 - October 1998

Skills
Strategy, Management Consulting, Business Development, Business Planning, Project Management, Strategic Planning, Mergers & Acquisitions, Start-ups, Emerging Markets, Financial Modeling, Management, Due Diligence, Program Management, Entrepreneurship, Leadership, New Business Development, Market Entry, Financial Analysis, Forecasting, Executive Management, Analysis, Market Research, Contract Negotiation, International Business..., Relationship Development, Business Strategy, Business Process..., Change Management, Business Analysis, Mergers, Cash Flow Forecasting, Full SDLC, Agile Project Management, Agile Methodologies, Business Process..., Preparation of Business..., Benefit Cost Analysis, Construction Management, Account Management, Manage Client..., Client Development, Maintaining Strong..., Latin American Business, Lacrosse, CRM, Microsoft SQL Server, Consulting, Business Intelligence

Education
The College of William and Mary - The Mason School of Business   2004 — 2005
MBA, Management, Finance

The Johns Hopkins University   1992 — 1996
BA, International Studies, Economics

Cold Spring Harbor High School   1987 — 1992
High School Diploma, With Academic Honors

Dave McIntosh Dave McIntosh Greater Minneapolis-St. Paul Area Details
Dave McIntosh's U.S. Trust Company of New York Experience 1983 - 1986
Job President of McIntosh Embossing, Inc
Industry Printing
Experience
McIntosh Embossing, Inc   1991 - Present
Mc Embossing, Inc (Boston, MA)   May 1987 - September 1991
U.S. Trust Company of New York   1983 - 1986

Skills
Foil Stamping, Embossing, Finishing, Offset Printing, Variable Data Printing, Finish, Wide Format Printing, Die Cutting, Packaging, Print On Demand, Bindery, Labels, Print Management, Banners, Inkjet, Signs, Corporate Gifts, Flexo, Digital Printing, Color Management, Envelopes, Screen Printing, Direct Mail

Education
Amherst College   1979 — 1983
B.A, Economics/English

Chuck Runge Chuck Runge Miami/Fort Lauderdale Area Details
Chuck Runge's U.S. Trust Company of New York Experience 2000 - 2008
Job SVP / Region Trust Advisor at SunTrust
Industry Financial Services
Experience
SunTrust Bank  2012 - Present
Wells Fargo  2008 - 2012
US Trust  2000 - 2008
U.S. Trust Company of New York   2000 - 2008
SunTrust  1998 - 2000
Bank of America  1992 - 1998

Skills
Certified Financial..., CTFA, Client Relationship..., Estate Planning, Investment Management, New Business Development, Personal Finance, Probate, Trust Management, Ultra High Net Worth..., Wealth Management

Education
Georgia State University
Masters, MS Personal Financial Planning

Georgia State University
Bachelors, BBA, Finance

Kennesaw State University
MBA, Finance, General

Jamie Beers Jamie Beers Rochester, New York Area Details
Jamie Beers's U.S. Trust Company of New York Experience 2000 - 2006
Job Leadership Giving Officer, Alumni Relations and Development, The College at Brockport, State University of New York
Industry Fund-Raising
Experience
The College at Brockport, State University of New York  August 2012 - Present
The College at Brockport  September 2006 - August 2012
U.S. Trust Company of New York   2000 - 2006

Skills
Alumni Relations, Fundraising, Volunteer Management, Higher Education, Program Development, Event Planning, Community Outreach, Non-profits, Student Development, Grant Writing, Student Affairs, Philanthropy

Education
University of Phoenix
Master of Business Administration (MBA), Marketing

Hofstra University   1997 — 1999
BS, Psychology

University of Phoenix
MBA, Marketing

Jiae Park, CPA Jiae Park, CPA Greater New York City Area Details
Jiae Park, CPA's U.S. Trust Company of New York Experience 2005 - 2005
Job Financial Account Director at Showtime Networks Inc.
Industry Accounting
Experience
Showtime Networks Inc.  December 2014 - Present
Showtime Networks Inc.  September 2013 - December 2014
Showtime Networks  May 2011 - September 2013
Ernst & Young  September 2008 - May 2011
Ernst & Young LLP  2006 - 2006
RSM McGladrey Inc.  2005 - 2006
U.S. Trust Company of New York   2005 - 2005

Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, CPA, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis

Education
Baruch College, City University of New York (CUNY)   2007 — 2008
MS, Taxation

Baruch College, City University of New York (CUNY)   2003 — 2007
BBA, Accounting

BTHS

Ande Li Ande Li Greater New York City Area Details
Ande Li's U.S. Trust Company of New York Experience 1992 - 2007
Job Learning Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  July 2007 - June 2015
U.S. Trust   1993 - July 2007
US Trust  November 1992 - June 2007
U.S. Trust Company of New York   1992 - 2007
US Trust  July 1991 - November 1992

Skills
Program Management, Project Management, Leadership, Team Building, Financial Services, Portfolio Management, Business Analysis, Instructional Design, Banking, Risk Management, Analysis, Asset Management, Management Consulting, Training, Management, Teaching

Education
New York University   1988 — 1995
BA

Daniella Granata Daniella Granata Greater New York City Area Details
Daniella Granata's U.S. Trust Company of New York Experience August 2002 - May 2005
Job Analyst at Barclays
Industry Investment Management
Experience
Barclays  September 2008 - Present
Lehman Brothers  June 2006 - September 2008
Skadden Arps  2005 - 2006
U.S. Trust Company of New York   August 2002 - May 2005

Education
Rutgers University-New Brunswick   1996 — 2000

Eric Overgard Eric Overgard Greater New York City Area Details
Eric Overgard's U.S. Trust Company of New York Experience December 2004 - January 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  April 2010 - Present
Satuit Technologies  August 2008 - December 2009
U.S. Trust Company of New York   December 2004 - January 2008
Bank of America  2007 - 2007
US Trust  2004 - 2007

Education
University of Colorado Boulder   1987 — 1992
BA, Computer Applications in Astrophysics

John A. Lombardo, CPA John A. Lombardo, CPA Greater New York City Area Details
John A. Lombardo, CPA's U.S. Trust Company of New York Experience February 1993 - August 1995
Job Senior Consultant at The Quest Organization
Industry Accounting
Experience
The Quest Organization  August 2014 - Present
St. Francis College  September 2009 - Present
Wagner College  September 1998 - Present
Tishman Speyer  July 2006 - September 2007
Lawrence Ruben Company, Inc.   September 2001 - June 2006
Antaeus Enterprises, Inc.   October 1995 - July 2001
Katharine Gibbs School of New York   September 1997 - June 2000
U.S. Trust Company of New York   February 1993 - August 1995
Rockefeller Financial Services, Inc.   July 1989 - December 1992
Price Waterhouse  June 1988 - July 1989

Skills
CPA - New York State, Microsoft Office, CPA, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Public Speaking, Financial Accounting, Auditing, Corporate Tax, Editing, Event Planning, GAAP, Higher Education, Income Tax

Education
Wagner College   1983 — 1984
MBA, Finance

City University of New York-Baruch College   1978 — 1982
BBA, Accounting

Kathleen Walsh Kathleen Walsh Greater New York City Area Details
Kathleen Walsh's U.S. Trust Company of New York Experience June 1992 - April 2003
Job Relationship manager for endowment & foundation investors retired
Industry Investment Management
Experience
ClearBridge Investments  July 2011 - May 2013
Commonfund  June 2006 - July 2010
AIG Global Investment Group  April 2003 - June 2006
U.S. Trust Company of New York   June 1992 - April 2003
Forstmann-Leff   March 1991 - June 1992
Institutional Investor  December 1988 - March 1991
Oppedisano & Company   February 1985 - November 1988
Citibank  April 1982 - February 1985
Evaluation Associates  January 1980 - March 1982
Merrill Anderson Company   January 1979 - January 1980

Skills
Series 7, Series 63

Education
University of Connecticut   1982 — 1984
MBA, Finance

University of Connecticut   1977 — 1979
M.A., English

University of Connecticut   1973 — 1977
B.A., English

Norwalk High School

Maribeth Rahe Maribeth Rahe Cincinnati Area Details
Maribeth Rahe's U.S. Trust Company of New York Experience July 1997 - September 2002
Job President & CEO at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors  2003 - Present
US Trust Company of New York  July 1997 - September 2002
The Harris Bank of Chicago   1994 - 1997
J.P. Morgan Asset Management   1985 - 1988
Morgan Guaranty Trust of New York   1980 - 1984
The Harris Bank of Chicago   1974 - 1980

Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management

Education
Thunderbird School of Global Management   1973 — 1974
M.B.A. with honors, International Finance

The Ohio State University   1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics

Bowling Green State University   1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business

Kerry Springle Kerry Springle Greater New York City Area Details
Kerry Springle's U.S. Trust Company of New York Experience 1987 - 2008
Job Seasoned resultsproducing Financial Services Professional in operations, mutual funds, marketing & client services.
Industry Financial Services
Experience
U.S. TRUST, Bank of America Private Wealth Management   January 2005 - August 2008
us trust  September 1987 - August 2008
U.S. Trust Company of New York   1987 - 2008
U.S. Trust Company of NY   January 2004 - December 2004
U.S. Trust Company of NY   June 2002 - December 2003
U.S. Trust Company of NY   October 1994 - June 2002
U.S. Trust Company of NY   1991 - October 1994
U.S. Trust Company of NY   September 1987 - 1991
Bank of New York Mellon  1984 - February 1987

Education
Prospect Heights HS   1976 — 1980

City University of New York-Brooklyn College
B.S., Business, Management & Finance

Alicia Benoist Alicia Benoist Greater New York City Area Details
Alicia Benoist's U.S. Trust Company of New York Experience 1992 - 2004
Job Senior Director of Development at New Jersey Symphony Orchestra
Industry Performing Arts
Experience
New Jersey Symphony Orchestra  December 2013 - Present
New Jersey Symphony Orchestra  July 2012 - Present
Council of Protocol Executives   1994 - Present
American Symphony Orchestra  2009 - 2011
New York City Opera  2006 - 2009
New York City Opera, Lincoln Center   August 2006 - January 2008
Morgan Library & Museum   2005 - 2006
U.S. Trust Company of New York   1992 - 2004
House of the Redeemer/Fabbri Mansion   1983 - 1993

Skills
Tessitura, Marketing Communications, Fundraising, Philanthropy, Grant Writing, Arts Administration, Art, Annual Giving, Stewardship, Nonprofits, Event Planning, Volunteer Management, Event Management, Performing Arts, Planned Giving, Board Development, Raiser's Edge, Opera, Major Gift Development, Marketing, Community Outreach, Fundraisers, Grants, Prospect Research, Program Development, Capital Campaigns, Public Relations, Alumni Relations

Education
Goucher College   1977 — 1981

Middletown High School South   1974 — 1977
College prep

Ranney School   1964 — 1974
none, College Prep

Erika Cramer Erika Cramer San Francisco Bay Area Details
Erika Cramer's U.S. Trust Company of New York Experience May 2001 - February 2003
Job Partner, Silver Lane Advisors LLC
Industry Financial Services
Experience
Silver Lane Advisors LLC  September 2007 - Present
Alternative Access Capital LLC   August 2003 - September 2007
U.S. Trust Company of New York   May 2001 - February 2003
Berkshire Capital Securities LLC  July 1990 - March 2001

Skills
Valuation, Strategic Advisory, Mergers, Asset Management, Alternative Investments, Capital Raises, Company Acquisitions, Strategy, Mergers & Acquisitions, Finance, Investment Banking, Capital, Financial Services, Wealth Management, Investments, Asset Managment, Financial Structuring, Private Equity, Hedge Funds, Capital Raising, Divestitures, Capital Markets, Equities, Due Diligence, Financial Modeling, Fund Of Funds, LBO

Education
Pace University   1991 — 1995
MBA, Finance

West Virginia University   1986 — 1990
Bachelor of Science (B.S.), Finance, General

Jeffrey Bruce Jeffrey Bruce Greater New York City Area Details
Jeffrey Bruce's U.S. Trust Company of New York Experience 1993 - 2004
Job Deputy Regional Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  August 2013 - Present
First Republic Bank  September 2004 - August 2013
U.S. Trust Company of New York   1993 - 2004

Education
University of Pennsylvania - The Wharton School   2014 — 2014
Aresty Institute of Executive Education, Executive Development Program

Columbia University - Columbia Business School   1999 — 2001
MBA, Finance

Princeton University   1984 — 1988

Angie Maisenberger Angie Maisenberger Jacksonville, Florida Area Details
Angie Maisenberger's U.S. Trust Company of New York Experience 1996 - 2003
Job Retired from Family Wealth Management
Industry Banking
Experience
US Trust  2003 - 2007
U.S. Trust Company of New York   1996 - 2003
Chase Manhattan Bank  1983 - 1996
IBM  1978 - 1983

Skills
Alternative Investments, Portfolio Management, Private Banking, Hedge Funds, Management, Asset Management, Wealth Management, Budgets, Wealth Management..., Financial Services, Strategic Planning, Risk Management, Product Development, High Net Worth..., Asset Allocation, Investments, Asset Managment, Financial Analysis

Education
University of North Florida   2005 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing, Summa Cum Laude

Boston University   1977 — 1978
MBA, Finance

Boston University   1974 — 1977
MA, Mathematics - Computer Science

Boston University   1972 — 1974
BA, Mathematics

Byram Hills High School   1968 — 1970

Rob Bove Rob Bove Kansas City, Missouri Area Details
Rob Bove's U.S. Trust Company of New York Experience 1998 - 2005
Job Senior Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments  October 2005 - Present
U.S. Trust Company of New York   1998 - 2005
Deloitte  1994 - 1998

Skills
Investment Management, Alternative Investments, Investments, Equities, Asset Management, Portfolio Management, Bloomberg, Equity Research, Financial Modeling, Valuation, Wealth Management

Education
New York University
Master of Business Administration (MBA), Finance

Villanova University   1990 — 1994
Bachelor of Science (BS), Accounting

Ann Duncan, CFA Ann Duncan, CFA Greater Seattle Area Details
Ann Duncan, CFA's U.S. Trust Company of New York Experience 1983 - 1986
Job Senior Portfolio Manager
Industry Financial Services
Experience
US Bank, Private Client Reserve  October 2010 - November 2013
Russell Investments  2005 - 2009
Russell Investments  1998 - 2005
Russell Investments  1996 - 1998
Avatar Associates  1986 - 1995
US Trust Company of New York  1983 - 1986

Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance

Education
London Business School
MBA

Mount Holyoke College
AB, Biology

Felicia Yieh Felicia Yieh Greater New York City Area Details
Felicia Yieh's U.S. Trust Company of New York Experience 1996 - 2006
Job Senior Vice President at Rockefeller & Company, Inc.
Industry Investment Management
Experience
Rockefeller & Company, Inc.   2008 - Present
Goldman Sachs & Co.   2006 - 2008
U.S. Trust Company of New York   1996 - 2006
The Citibank Private Bank  1993 - 1996
Chemical Bank - National Private Banking   1988 - 1993
Bank of America  1985 - 1988

Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Equities, Wealth Management, Estate Planning, Investments, Private Equity, Fixed Income, Wealth Management..., High Net Worth..., Portfolio Management, Wealth, Investment Advisory

Education
Columbia University - Columbia Business School   1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing

Yale University   1977 — 1981
BA, Psychobiology

Robert Janis Robert Janis Greater New York City Area Details
Robert Janis's U.S. Trust Company of New York Experience 1985 - 1994
Job Founder at Chester Drive Capital Management
Industry Investment Management
Experience
Chester Drive Capital Management   2010 - Present
Deutsche Asset Management  2004 - 2009
Credit Suisse and Warburg Pincus Asset Management   1994 - 2004
U.S. Trust Company of New York   1985 - 1994
Chase Manhattan Bank  1984 - 1984
Bear Stearns & Company  1980 - 1983

Education
University of Pennsylvania - The Wharton School   1983 — 1985
MBA, Finance

University of Pennsylvania   1976 — 1980
BA, Economics

Virginia McPherson Virginia McPherson Greater New York City Area Details
Virginia McPherson's U.S. Trust Company of New York Experience 1979 - 2009
Job Banking Professional
Industry Banking
Experience
US Trust Company  June 2009 - Present
U S TRUST COMPANY  1984 - 2009
US Trust, Bank of America  1984 - 2009
U.S. Trust Company of New York   1979 - 2009
USTrust, Bank of America Private Wealth Management   1979 - 2009

Skills
Wealth Management, Securities

Education
Pace University - Lubin School of Business
BBA, MANAGEMENT

Jason E. Dahl, CFA Jason E. Dahl, CFA Greater New York City Area Details
Jason E. Dahl, CFA's U.S. Trust Company of New York Experience June 1990 - March 1999
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management  June 2003 - Present
New bridge Partners, LLC   March 1999 - June 2003
US Trust Company of New York  June 1990 - March 1999

Skills
Portfolio Management, Investments, Asset Allocation, Chartered Financial..., Investment Management, Asset Management

Education
Pace University - Lubin School of Business   1992 — 1995
MBA, Economics and Finance

State University of New York at New Paltz   1986 — 1990
BS, Finance and Economics

W. Panas HS   1984 — 1986
Regents Degree

Hendrick Hudson High School   1982 — 1984

Sharda Setia Sharda Setia Washington D.C. Metro Area Details
Sharda Setia's U.S. Trust Company of New York Experience March 1998 - October 2000
Job Senior Trust & Estate/Banking Officer
Industry Banking
Experience
Capital One Wealth & Asset Management   December 2012 - Present
BB&T  November 2000 - March 2009
US Trust Company of New York  March 1998 - October 2000
Chase Manhattan Bank  August 1995 - February 1998

Skills
Building Relationships, Communication, Management, Banking, Estate Settlement, Trust Services, Risk Management, Trust & Estate..., Commercial Lending

Education
Pace University   1990 — 1994
BBA, Finance

Pace University, New York, NY
Bachelor of Business Administration (BBA), Business Administration and Management, General

Thomas Brennecke Thomas Brennecke Greater Boston Area Details
Thomas Brennecke's U.S. Trust Company of New York Experience 2004 - 2008
Job Managing Member at Timber Creek Capital Management LLC
Industry Investment Management
Experience
Timber Creek Capital Management LLC   March 2008 - Present
Timber Creek Capital Management LLC   2008 - Present
U.S. Trust Company of New York   2004 - 2008
State Street Bank  2000 - 2004
State Street Bank  2000 - 2004

Skills
Asset Managment, Fixed Income, Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Wealth Management..., Securities, High Net Worth..., Estate Planning, Private Equity, Bloomberg, Equity Research, Bonds

Education
Amherst College   1969 — 1973
Bachelor of Arts (B.A.)

Anthony J. Mascioli, CFP® Anthony J. Mascioli, CFP® Greater New York City Area Details
Anthony J. Mascioli, CFP®'s U.S. Trust Company of New York Experience 1993 - 1997
Job Senior Wealth Planning Specialist
Industry Financial Services
Experience
Citi Personal Wealth Management  2012 - Present
Wells Fargo Private Bank  2004 - 2012
Lassus Wherley & Associates   2001 - 2004
AMG National Trust Bank  2000 - 2000
The Guardian Life Insurance Company of America  1997 - 2000
U.S. Trust Company of New York   1993 - 1997

Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning

Education
Pace University   2000 — 2001
Certified Financial Planning Program, Financial Planning

Hofstra University   1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking

Floral Park Memorial HS

John Viti John Viti Greater New York City Area Details
John Viti's U.S. Trust Company of New York Experience 1997 - 2002
Job Associate Counsel at New York State
Industry Legal Services
Experience
New York State  2009 - Present
Merrill Lynch  2004 - 2009
US Trust Company of New York  1997 - 2002

Education
Fordham University - Graduate School of Business Administration   1989 — 1994
MBA, Finance

Fordham Law School   1983 — 1986
JD

SUNY Albany   1979 — 1983
BA, HISTORY

Jerry Anzalone Jerry Anzalone Greater New York City Area Details
Jerry Anzalone's U.S. Trust Company of New York Experience June 1999 - April 2006
Job Vice President Loan Servicing at Apple Bank for Savings
Industry Banking
Experience
Apple Bank for Savings  August 2015 - Present
Alma Bank  April 2013 - August 2015
Sterling National Bank  May 2006 - March 2013
US Trust Company of New York  June 1999 - April 2006
Independence Community Bank  January 1998 - June 1999

Skills
Loans, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Risk Management, Finance, Retail Banking, Customer Service, Small Business Lending, Financial Risk, Cash Management, Consumer Lending, Portfolio Management, Financial Analysis, Cross Selling, Financial Reporting, Budgets, Investments

Education
Kingsborough Community College
Associate's degree, Business Administration and Management, General