Verdis Investment Management

Description

Address: One Tower Bridge, 100 Front St #1150, Conshohocken, PA 19428 Phone: (610) 397-1600: : : Hours: Category: Website: Place name: : : : Website: http://www.verdisinvestment.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Verdis Investment Management Posting publicly on the Web Write a review Reviews Be the first to review

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Verdis Investment Management Employees

Employee
Years
Job
Industry
Oyinkansola Ayobiojo Oyinkansola Ayobiojo Philadelphia, Pennsylvania Details
Oyinkansola Ayobiojo's Verdis Investment Management Experience March 2015 - Present
Job Associate at Verdis Investment Management
Industry Investment Management
Experience
Verdis Investment Management   March 2015 - Present
Verdis Investment Management   July 2014 - March 2015
Verdis Investment Management   July 2012 - July 2014
The Wharton School  September 2008 - May 2012
Goldman Sachs  June 2011 - August 2011
Goldman Sachs  June 2010 - August 2010
Girl Scouts of Eastern Massachusetts  July 2009 - August 2009
City Year  June 2008 - August 2008

Skills
Investments, Portfolio Management, Private Equity, Due Diligence, Strategy, Management, Analysis, Alternative Investments, Capital Markets, Financial Modeling, Teamwork, Valuation, Data Analysis, Research, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint

Education
University of Pennsylvania   2008 — 2012
Bachelors in Science, B.S. in Economics, Concentrating in Marketing and Operation Information Management (OPIM), Cum Laude

Boston Latin School   2002 — 2008
4.2/4.0

Matt Fallon Matt Fallon Greater Seattle Area Details
Matt Fallon's Verdis Investment Management Experience January 2012 - November 2013
Job Wholesaler at Symetra
Industry Financial Services
Experience
Symetra  March 2015 - Present
Verdis Investment Management   January 2012 - November 2013
Lincoln Financial Distributors  April 2008 - December 2011
Transamerica  February 2005 - April 2008

Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63

Education
New York University   1998 — 2002
BA, English

Calvert Hall   1994 — 1998
HS, High School Certificate of Competence Program

Laura Kirkpatrick Laura Kirkpatrick Greater Philadelphia Area Details
Laura Kirkpatrick's Verdis Investment Management Experience January 2009 - February 2011
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  April 2012 - Present
Verdis Investment Management   January 2009 - February 2011
DuPont Capital Management  April 2007 - January 2009
Delaware Investments  February 2005 - April 2007
Brandywine Global Investment Management  November 1996 - February 2005
Morgan Stanley Investment Management  September 1994 - November 1996
JP Morgan Securities  July 1993 - September 1994
Meridian Bank  September 1986 - August 1991

Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA, Finance

Dickinson College   1982 — 1986
BA, Economics, German

Alexandra Boffa-Taylor Alexandra Boffa-Taylor Philadelphia, Pennsylvania Details
Alexandra Boffa-Taylor's Verdis Investment Management Experience January 2015 - Present
Job Associate, Investor Relations at Verdis Investment Management
Industry Financial Services
Experience
Verdis Investment Management   January 2015 - Present
Broadridge Financial Solutions  August 2012 - December 2014
Cake, LLC   2007 - July 2012
Stockton Real Estate Advisors  May 2011 - July 2011
Philadelphia Management  February 2010 - March 2011

Skills
Financial Analysis, Research, Credit, Retail Banking, Salesforce.com, Series 7, Series 63, Banking, Microsoft Office

Education
Temple University - Fox School of Business and Management   2007 — 2011
BA, Finance, Real Estate

Liz Baldwin Liz Baldwin Boston, Massachusetts Details
Liz Baldwin's Verdis Investment Management Experience May 2006 - July 2013
Job
Industry Investment Management
Experience
Partners HealthCare, Investment Office   July 2013 - Present
Verdis Investment Management   May 2006 - July 2013
Brown University Investment Office   July 2002 - April 2006

Skills
Investment Management, Asset Allocation, Due Diligence, Portfolio Management, Hedge Funds, Endowments, Qualitative Research, Quantitative Analytics, Fund Of Funds, Investor Relations, High Net Worth..., Equity Capital Markets, Alternative Investments, Asset Management

Education
University of Pennsylvania - The Wharton School   2006 — 2008
MBA

Dartmouth College   1998 — 2002
AB

Nick Filippo Nick Filippo Greater Philadelphia Area Details
Nick Filippo's Verdis Investment Management Experience 2006 - 2008
Job VP Sales and Marketing at Tower Bridge Advisors
Industry Financial Services
Experience
Tower Bridge Advisors   March 2012 - Present
Cipperman Compliance Services, LLC  March 2009 - March 2012
Verdis Investment Management   2006 - 2008
Preferred Client Group   January 2003 - May 2006
SEI Investments  1993 - 2002
PaineWebber  June 1990 - December 1992
IBM  1981 - 1989

Skills
Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment

Education
Northwestern University - Kellogg School of Management   1988 — 1990
MBA, Finance

The University of Chicago   1977 — 1981
B.A., Mathematics

Brooks Blake Brooks Blake Boston, Massachusetts Details
Brooks Blake's Verdis Investment Management Experience May 2011 - February 2015
Job Investment Director, Partner Investments
Industry Investment Management
Experience
Bain Capital  March 2015 - Present
Verdis Investment Management   May 2011 - February 2015
Xander Advisors   April 2009 - February 2011
The JBG Companies  February 2003 - March 2009
JER Partners  July 2002 - February 2003
Winslow Partners   July 1998 - October 2000
Morgan Stanley  August 1996 - July 1998

Skills
Due Diligence, Asset Managment, Private Equity, Alternative Investments, Finance, Real Estate, Portfolio Management, Asset Management, Restructuring, Real Estate Development, Investments, Capital Markets, Mergers & Acquisitions, Budgets, Emerging Markets, Mutual Funds, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Start-ups, Strategy, Mergers

Education
Harvard Business School   2000 — 2002

University of North Carolina at Chapel Hill   1992 — 1996
BA, Economics and Political Science

Kent School   1988 — 1992

Henry Delicata Henry Delicata Boston, Massachusetts Details
Henry Delicata's Verdis Investment Management Experience June 2007 - April 2010
Job Senior Advisor at JTP Capital
Industry Investment Management
Experience
Park Street Capital  January 2014 - Present
JTP Capital   January 2014 - Present
Park Street Capital  July 2010 - Present
Verdis Investment Management   June 2007 - April 2010
Vanderbilt University  October 1987 - June 2007

Skills
Private Equity, Investments, Investment Management

Education
Suffolk University - Sawyer Business School   1976 — 1978
MPA, Public Administration

Bentley University   1968 — 1973
BS Accounting, Accounting Finance

Harvard University
Certificate, Mediation

Jason Jerista, CAIA Jason Jerista, CAIA Greater Philadelphia Area Details
Jason Jerista, CAIA's Verdis Investment Management Experience July 2011 - December 2014
Job Investor Relations at LLR Partners
Industry Investment Management
Experience
LLR Partners  January 2015 - Present
Verdis Investment Management   July 2011 - December 2014
Lincoln Financial Group  July 2009 - July 2011
Lincoln Financial Group  August 2006 - July 2009
Bloomfield Capital Holdings   July 2004 - August 2006
Vanguard  May 2003 - May 2004

Skills
Investor Relations, Fundraising, Business Development, Alternative Investments, Private Equity, Integrated Marketing, Natural Resources, Commercial Real Estate, Investment Management, Presentations, Marketing Communications, Growth Capital, Middle Market, Venture Capital

Education
New York University   2010 — 2010
Certificate, Financial Planning

University of Pennsylvania - The Wharton School   2009 — 2010
Certificate, Marketing

Temple University - Fox School of Business and Management   2002 — 2006
Bachelor of Business Administration (BBA), International Business Administration and Legal Studies

Conestoga Valley High School   1998 — 2002
High School, Accounting

Selin Amado Selin Amado Greater Boston Area Details
Selin Amado's Verdis Investment Management Experience January 2014 - July 2015
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Verdis Investment Management   January 2014 - July 2015
Verdis Investment Management   December 2011 - December 2013
Verdis Investment Management   June 2010 - November 2011

Skills
Valuation, Private Equity, Fixed Income, Hedge Funds, Asset Management, Due Diligence, Alternative Investments, Investments, Financial Modeling, Asset Allocation, Equities

Education
Harvard Business School   2015 — 2017
Master of Business Administration (M.B.A.)

University of Pennsylvania   2006 — 2010
BA, Economics