Utendahl Capital Management
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Utendahl Capital Management Employees
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Maroon Capital Group June 2015 - Present
Bivium Capital Partners, LLC October 2014 - Present
St. Claire Consultants October 2013 - Present
Episcopal Church Foundation August 2013 - Present
Museum of the African Diaspora September 2010 - Present
Williams Capital Management October 2001 - September 2013
Inwood House January 1999 - January 2006
Toigo Foundation September 1997 - October 2000
Utendahl Capital Management July 1994 - August 2000
National Association of Securities Professionals September 1996 - December 1999
Skills
Asset Management, Issues Management, Strategic Planning, Operations, Strategic Communications, Human Resource..., Mergers, Acquisition Analysis, Marketing Strategy, Public Relations, Governance, Mergers & Acquisitions, Asset Managment, Portfolio Management, Risk Management, Financial Services, Business Valuation, Personnel Management, Integrated Marketing, Leadership, Investments, Policy, Marketing, Strategy, Fixed Income, Corporate Communications, Investment Advisory, Mutual Funds, Corporate Finance, Management, Media Relations, Equities, Capital Markets, Hedge Funds, Asset Allocation
Education
University of Chicago 1983 — 1987
Master's degree, Public Policy and Business
University of California, San Diego
Bachelor's degree, General Biology/Cultural Anthropology
Lime Brokerage LLC (A Wedbush Company) November 2008 - Present
Utendahl Capital Management December 2006 - September 2008
The Reserve Funds January 2006 - December 2006
Fulcrum Global Partners January 2004 - December 2005
Schwab Soundview Capital Markets December 2002 - December 2003
J.H. Whitney & Co. May 2000 - December 2002
Tullett Prebon January 1993 - May 2000
Dennis N. Yeulys, CPAs September 1991 - September 1992
Skills
Asset Managment, Financial Services, Corporate Finance, Trading, Private Equity, Asset Management, Options, FINRA, Internal Controls, Investments, Finance, Financial Analysis
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Finance
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Accounting & Finance (Double Major)
NYC Department of Buildings August 2007 - Present
Utendahl Capital Management 2006 - 2007
Centro Panamericano de Idiomas December 2003 - December 2006
Skills
Strategic Communications, Crisis Communications, Community Outreach, Public Relations, Media Relations, Social Media, Event Planning, Editing, Lighting, Event Management, Fundraising, Internal Communications, Press Releases, Social Networking, Community Development, Government, Non-profits, Public Policy, Policy, Management, Research, Strategic Planning, Publicity, Nonprofits, Public Speaking
Education
University of Wisconsin-Madison 1994 — 1998
BA, Anthropology
University College London, U. of London 1996 — 1997
Cambridge University
Cambridge TEFL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Whitehall Financial Advisors LLC October 2002 - Present
BNP Paribas March 2000 - December 2001
Utendahl Capital Management 1999 - 2000
Bear Stearns January 1993 - May 1998
Donaldson, Lufkin & Jenrette February 1989 - January 1993
L.F. Rothschild October 1982 - February 1989
Standard & Poor's January 1977 - October 1982
Skills
Fixed Income, Hedge Funds, Portfolio Management, Bonds, Asset Managment, High Yield, Capital Markets, Investments, ABS, Trading, Fixed Income Analysis, Series 7 and Series 63, Social Media, Capital Markets Advisory, Series 63, Capital Markets Analysis, Equities, Equity Derivatives, Credit Derivatives, Alternative Investments, Securitization, Emerging Markets, Investment Banking, Bloomberg, Options, Securities, Derivatives, Financial Markets, CDS, Asset Management, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Risk Management, Valuation, Equity Research, Financial Structuring, Structured Products, Electronic Trading, Structured Finance, Due Diligence, FINRA, Investment Management, Equity Trading
Education
Pace University
MBA, Finance
St Francis College
BA, Finance
Susquehanna International Group, LLP (SIG) April 2014 - Present
Susquehanna International Group September 2009 - 2014
Utendahl Capital Management June 2002 - July 2009
Duff & Phelps January 1996 - December 1997
Nuveen Investments June 1993 - December 1995
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1987
1987, Economics
Interactive Data May 2015 - Present
NYC Department of Information Technology & Telecommunications May 2014 - March 2015
Bloomberg LP 2012 - 2014
Bloomberg LP 2010 - 2012
Argonaut Global Capital LLC 2009 - 2010
Utendahl Capital Management 2008 - 2008
AMCO Saft India Ltd. June 2005 - December 2006
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA)
Vishveshwarya Institute of Engineering & Technology 2001 — 2005
Bachelor of Engineering (BEng)
UBS Financial Services (Cayman) Ltd March 2008 - September 2014
JP Morgan Fund Services Ltd January 2005 - December 2007
Utendahl Capital Management January 2001 - January 2005
First Union Capital Markets Group 1994 - 1996
First Union Capital Markets Group 1994 - 1996
First Union Capital Markets Group 1994 - 1996
Skills
Fund Administration, Alternative Investments, Fund Accounting, Fund Of Funds, Hedge Funds, Mutual Funds, Equities
Education
Embry-Riddle Aeronautical University
Bachelor's degree, Business Administration, Management and Operations
Safe Horizon 2008 - Present
Utendahl Capital Management December 2007 - January 2008
Hudso hotel Group November 2007 - December 2007
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Bookkeeping, Microsoft Excel, Journal Entries, Finance, Financial Reporting, Auditing, General Ledger, Nonprofits
Education
Hunter College 2002 — 2005
Accounting