Verdis Investment Management
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
Verdis Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Verdis Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Verdis Investment Management Employees
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
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
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
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
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
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
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
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
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
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