Wafra Investment Advisory Group
Industry: Company
DescriptionFounded: 1985 Parent organization: Wafra Intervest Corporation Subsidiary: Wafra Partners
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Wafra Investment Advisory Group Employees
Employee
Years
Job
Industry
Abdullah Alzabin Abdullah Alzabin's Wafra Investment Advisory Group Experience 2004 - 2005
Job Founder & CEO of Lumba, Inc.
Industry Internet
Experience
Lumba, Inc. 2012 - Present
Bain & Company 2010 - 2012
Morgan Stanley 2009 - 2009
NBK Capital 2006 - 2008
Wafra Investment Advisory Group 2004 - 2005
Skills
Start-ups, Product Management, Product Development, Mobile Games, Strategy, Strategic Partnerships, Mobile Applications, Consumer Products, Private Equity, Investment Management, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BSc, Finance, Economics, minor Middle Eastern Studies
Lumba, Inc. 2012 - Present
Bain & Company 2010 - 2012
Morgan Stanley 2009 - 2009
NBK Capital 2006 - 2008
Wafra Investment Advisory Group 2004 - 2005
Skills
Start-ups, Product Management, Product Development, Mobile Games, Strategy, Strategic Partnerships, Mobile Applications, Consumer Products, Private Equity, Investment Management, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BSc, Finance, Economics, minor Middle Eastern Studies
Matthew McCann Matthew McCann's Wafra Investment Advisory Group Experience April 2015 - Present
Job Analyst at Wafra Investment Advisory Group
Industry Real Estate
Experience
Wafra Investment Advisory Group April 2015 - Present
BNY Mellon June 2013 - April 2015
BNY Mellon June 2012 - August 2012
Skills
Economics, Investments, Asset Management, Microsoft Excel, Due Diligence, Competitive Analysis, Finance, PowerPoint, Financial Services, Management, Management Consulting, Financial Analysis, Financial Modeling, Banking, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Valuation
Education
Loyola University of Maryland
BBA, Economics
Universidad de Alcalá
Certificate, International Finance
Boston College High School
Honors
Wafra Investment Advisory Group April 2015 - Present
BNY Mellon June 2013 - April 2015
BNY Mellon June 2012 - August 2012
Skills
Economics, Investments, Asset Management, Microsoft Excel, Due Diligence, Competitive Analysis, Finance, PowerPoint, Financial Services, Management, Management Consulting, Financial Analysis, Financial Modeling, Banking, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Valuation
Education
Loyola University of Maryland
BBA, Economics
Universidad de Alcalá
Certificate, International Finance
Boston College High School
Honors
Igor Makeev, CAIA Igor Makeev, CAIA's Wafra Investment Advisory Group Experience June 2010 - Present
Job Senior Associate in Alternative Investments Division
Industry Financial Services
Experience
Wafra Investment Advisory Group June 2010 - Present
IFS (State Street Company) July 2006 - June 2010
TheMarkets.com 2005 - 2006
RBC Capital Markets 2004 - 2004
Skills
Hedge Funds, Due Diligence, Fund Of Funds, Performance Attribution, Risk Management, Reporting & Analysis, Portfolio Management, Investments, Private Equity, Financial Risk, Alternative Investments, Mutual Funds, Equity Research, Valuation, Equities, Analysis, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor's degree, Finance
Wafra Investment Advisory Group June 2010 - Present
IFS (State Street Company) July 2006 - June 2010
TheMarkets.com 2005 - 2006
RBC Capital Markets 2004 - 2004
Skills
Hedge Funds, Due Diligence, Fund Of Funds, Performance Attribution, Risk Management, Reporting & Analysis, Portfolio Management, Investments, Private Equity, Financial Risk, Alternative Investments, Mutual Funds, Equity Research, Valuation, Equities, Analysis, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor's degree, Finance
Bader Almulla Bader Almulla's Wafra Investment Advisory Group Experience September 2015 - Present
Job Equity Research Associate at Wafra Investment Advisory Group
Industry Financial Services
Experience
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Khalid Saud Al-Zaid Khalid Saud Al-Zaid's Wafra Investment Advisory Group Experience July 2012 - August 2012
Job Whole Sale Banking at Kuwait Finance House
Industry Financial Services
Experience
Kuwait finance house December 2014 - January 2015
Investment Banking Institute May 2014 - June 2014
Wafra Investment Advisory Group July 2012 - August 2012
Skills
Sustainability and Real..., Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Analysis
Education
Pace University - Lubin School of Business 2011 — 2015
Finance, General
Pace University - Lubin School of Business 2011 — 2015
Kuwait finance house December 2014 - January 2015
Investment Banking Institute May 2014 - June 2014
Wafra Investment Advisory Group July 2012 - August 2012
Skills
Sustainability and Real..., Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Analysis
Education
Pace University - Lubin School of Business 2011 — 2015
Finance, General
Pace University - Lubin School of Business 2011 — 2015
Aren Nakpil's Wafra Investment Advisory Group Experience June 2011 - August 2011
Job Investment Research at Arden Asset Management
Industry Investment Management
Experience
Arden Asset Management LLC May 2015 - Present
Morgan Stanley August 2013 - May 2015
Wafra Investment Advisory Group June 2011 - August 2011
Bank of the Philippine Islands July 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Bloomberg, Microsoft Excel, Asset Allocation, Microsoft Word, PowerPoint, Finance, Due Diligence
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance
Arden Asset Management LLC May 2015 - Present
Morgan Stanley August 2013 - May 2015
Wafra Investment Advisory Group June 2011 - August 2011
Bank of the Philippine Islands July 2010 - August 2010
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Bloomberg, Microsoft Excel, Asset Allocation, Microsoft Word, PowerPoint, Finance, Due Diligence
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance
Hussain Al-Kazemi Hussain Al-Kazemi's Wafra Investment Advisory Group Experience June 2010 - August 2010
Job | Capital Raising | Investment Analytics | Negotiation Strategy |
Industry Financial Services
Experience
Private Investor March 2009 - Present
CEDR September 2013 - December 2013
Los Angeles Superior Court May 2012 - May 2013
Wafra Investment Advisory Group June 2010 - August 2010
National Bank of Kuwait July 2002 - August 2002
Skills
Mediation, Arbitration, Valuation, Mergers & Acquisitions, Private Equity, Dispute Resolution, Securities, Courts, Negotiation, Litigation, Legal Research, Legal Writing, Entrepreneurship, International..., Due Diligence, Portfolio Management, Investments, Strategy, Corporate Governance, Contract Negotiation, Business Strategy, Forecasting, Corporate Finance, Business Development, Economics, Mergers, Business Planning, Emerging Markets, Financial Modeling, Financial Analysis, International Business, Business Valuation, Asset Management, Real Estate, Risk Management, Investment Banking, Capital Markets, Equity Research, Management Consulting, Strategic Planning, Corporate Law
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Science (M.S.) in Applied Finance, Financial Mathematics and investments
Pepperdine University School of Law - Straus Institute for Dispute Resolution 2011 — 2013
Masters of Dispute Resolution, Negotiation, Mediation, Arbitration
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
American University - Kogod School of Business 2006 — 2008
BSBA, -Accounting & Business Law, Finance & Real Estate; International Business
Case Western Reserve University 2004 — 2006
Bachelor of Science (BS), Finance
Private Investor March 2009 - Present
CEDR September 2013 - December 2013
Los Angeles Superior Court May 2012 - May 2013
Wafra Investment Advisory Group June 2010 - August 2010
National Bank of Kuwait July 2002 - August 2002
Skills
Mediation, Arbitration, Valuation, Mergers & Acquisitions, Private Equity, Dispute Resolution, Securities, Courts, Negotiation, Litigation, Legal Research, Legal Writing, Entrepreneurship, International..., Due Diligence, Portfolio Management, Investments, Strategy, Corporate Governance, Contract Negotiation, Business Strategy, Forecasting, Corporate Finance, Business Development, Economics, Mergers, Business Planning, Emerging Markets, Financial Modeling, Financial Analysis, International Business, Business Valuation, Asset Management, Real Estate, Risk Management, Investment Banking, Capital Markets, Equity Research, Management Consulting, Strategic Planning, Corporate Law
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Science (M.S.) in Applied Finance, Financial Mathematics and investments
Pepperdine University School of Law - Straus Institute for Dispute Resolution 2011 — 2013
Masters of Dispute Resolution, Negotiation, Mediation, Arbitration
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
American University - Kogod School of Business 2006 — 2008
BSBA, -Accounting & Business Law, Finance & Real Estate; International Business
Case Western Reserve University 2004 — 2006
Bachelor of Science (BS), Finance
Hamed Almousa Hamed Almousa's Wafra Investment Advisory Group Experience September 2012 - August 2013
Job MBA Candidate at UC Irvine The Paul Merage School of Business
Industry Financial Services
Experience
UC Irvine The Paul Merage School of Business MBA InternChargeAllJune 2014 - August 2014
Wafra Investment Advisory Group September 2012 - August 2013
Securities Group Company October 2011 - October 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Portfolio Management, Bloomberg, Investments, Financial Reporting, Equities, Capital Markets, Fixed Income, Asset Management, Accounting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Bentley University 2007 — 2011
Bachelor of Science (BS), Finance, General
UC Irvine The Paul Merage School of Business MBA InternChargeAllJune 2014 - August 2014
Wafra Investment Advisory Group September 2012 - August 2013
Securities Group Company October 2011 - October 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Portfolio Management, Bloomberg, Investments, Financial Reporting, Equities, Capital Markets, Fixed Income, Asset Management, Accounting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Bentley University 2007 — 2011
Bachelor of Science (BS), Finance, General
Mohamad A. Yatim's Wafra Investment Advisory Group Experience December 2006 - Present
Job Vice President, CoPortfolio Manager at Wafra Investment Advisory Group
Industry Investment Management
Experience
Wafra Investment Advisory Group December 2006 - Present
KPMG Advisory January 2006 - December 2006
Northstar Financial Companies, Inc. June 2001 - December 2003
Merrill Lynch May 2000 - August 2000
UBS Wealth Management May 1999 - August 1999
Skills
Investments, Financial Modeling, Equities, Due Diligence, Valuation, Financial Risk, Alternative Investments, Business Valuation, Emerging Markets, Corporate Finance, Real Estate, Bloomberg, Securities, Structured Products, Private Equity, Strategic Financial..., Investment Advisory, Market Risk, Mutual Funds, Investment Banking, Equity Research, Mergers, Bloomberg Terminal, Mergers & Acquisitions, Risk Management, Asset Management, Asset Managment, Asset Allocation, Derivatives, Portfolio Management, Finance, Financial Analysis, Capital Markets, Banking, Fixed Income, Investment Management, Hedge Funds, Financial Structuring, Credit, Fund Of Funds, Structured Finance, Equity Valuation, Investment Strategies, Wealth Management
Education
Villanova University 2003 — 2005
MBA, Finance
Transylvania University 1998 — 2001
Bachelors Degree, Finance and Accounting
International College 1983 — 1997
High School, Experimental Sciences
Wafra Investment Advisory Group December 2006 - Present
KPMG Advisory January 2006 - December 2006
Northstar Financial Companies, Inc. June 2001 - December 2003
Merrill Lynch May 2000 - August 2000
UBS Wealth Management May 1999 - August 1999
Skills
Investments, Financial Modeling, Equities, Due Diligence, Valuation, Financial Risk, Alternative Investments, Business Valuation, Emerging Markets, Corporate Finance, Real Estate, Bloomberg, Securities, Structured Products, Private Equity, Strategic Financial..., Investment Advisory, Market Risk, Mutual Funds, Investment Banking, Equity Research, Mergers, Bloomberg Terminal, Mergers & Acquisitions, Risk Management, Asset Management, Asset Managment, Asset Allocation, Derivatives, Portfolio Management, Finance, Financial Analysis, Capital Markets, Banking, Fixed Income, Investment Management, Hedge Funds, Financial Structuring, Credit, Fund Of Funds, Structured Finance, Equity Valuation, Investment Strategies, Wealth Management
Education
Villanova University 2003 — 2005
MBA, Finance
Transylvania University 1998 — 2001
Bachelors Degree, Finance and Accounting
International College 1983 — 1997
High School, Experimental Sciences
John DiChiaro John DiChiaro's Wafra Investment Advisory Group Experience 1988 - 2000
Job Proprietary Equity Trader
Industry Investment Management
Experience
T3 Trading Group, LLC 2009 - June 2013
Lord Abbett 2000 - 2007
Wafra Investment Advisory Group 1988 - 2000
EF Hutton & Co 1979 - 1987
Skills
Portfolio Management, Portfolio Construction, Due Diligence, Risk Management, Equities, Options, Fixed Income, Analysis, Trading, Proprietary Trading, Series 7, Bloomberg, Bloomberg Terminal, Investments, Mutual Funds, Securities, Equity Trading
Education
Manhattan College 1983 — 1985
MBA, Finance
Fordham University 1975 — 1979
BS, Finance and Management
T3 Trading Group, LLC 2009 - June 2013
Lord Abbett 2000 - 2007
Wafra Investment Advisory Group 1988 - 2000
EF Hutton & Co 1979 - 1987
Skills
Portfolio Management, Portfolio Construction, Due Diligence, Risk Management, Equities, Options, Fixed Income, Analysis, Trading, Proprietary Trading, Series 7, Bloomberg, Bloomberg Terminal, Investments, Mutual Funds, Securities, Equity Trading
Education
Manhattan College 1983 — 1985
MBA, Finance
Fordham University 1975 — 1979
BS, Finance and Management
Nora Al Ramadhan Nora Al Ramadhan's Wafra Investment Advisory Group Experience October 2012 - June 2013
Job CoFounder / General Manager at Apotheca Beauty Co.
Industry Financial Services
Experience
Apotheca Beauty Co. July 2013 - Present
StormHarbour Securities July 2013 - 2014
Wafra Investment Advisory Group October 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
Skills
Emerging Markets, Trading, Fixed Income, Structured Finance, Hedge Funds
Education
American School of Kuwait
University of Southern California
Bachelor of Science (B.S.), Business Administration/Finance
Apotheca Beauty Co. July 2013 - Present
StormHarbour Securities July 2013 - 2014
Wafra Investment Advisory Group October 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
Skills
Emerging Markets, Trading, Fixed Income, Structured Finance, Hedge Funds
Education
American School of Kuwait
University of Southern California
Bachelor of Science (B.S.), Business Administration/Finance
Jeffrey Goldman's Wafra Investment Advisory Group Experience June 2011 - June 2012
Job Assistant Vice President at Investors Bank
Industry Financial Services
Experience
Investors Bank July 2013 - Present
Guggenheim Partners June 2012 - March 2013
WAFRA Investment Advisory Group June 2011 - June 2012
Arbor Realty Trust July 2007 - January 2009
Education
New York University 2010 — 2012
M.S., Real Estate Finance
Boston University 2002 — 2006
Bachelor of Science (B.S.), Communication, General
Investors Bank July 2013 - Present
Guggenheim Partners June 2012 - March 2013
WAFRA Investment Advisory Group June 2011 - June 2012
Arbor Realty Trust July 2007 - January 2009
Education
New York University 2010 — 2012
M.S., Real Estate Finance
Boston University 2002 — 2006
Bachelor of Science (B.S.), Communication, General
Celina Kuoch Celina Kuoch's Wafra Investment Advisory Group Experience 2002 - 2007
Job Managing Partner at Nexus Hill Capital LLC
Industry Investment Management
Experience
TerraCap Management, LLC 2014 - Present
Nexus Hill Capital LLC 2014 - Present
Waterbridge Capital LLC 2012 - 2014
Ridgeway Capital Group 2010 - 2012
EB Real Estate Asia Ltd. 2009 - 2010
Urban Land Capital 2007 - 2009
Wafra Investment Advisory Group 2002 - 2007
LAZARD FRERES & CO LLC 2000 - 2001
DEUTSCHE BANK A.G. 1998 - 2000
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics
New York University - Leonard N. Stern School of Business
Master of Science
The Hong Kong University of Science and Technology
Master of Science
TerraCap Management, LLC 2014 - Present
Nexus Hill Capital LLC 2014 - Present
Waterbridge Capital LLC 2012 - 2014
Ridgeway Capital Group 2010 - 2012
EB Real Estate Asia Ltd. 2009 - 2010
Urban Land Capital 2007 - 2009
Wafra Investment Advisory Group 2002 - 2007
LAZARD FRERES & CO LLC 2000 - 2001
DEUTSCHE BANK A.G. 1998 - 2000
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics
New York University - Leonard N. Stern School of Business
Master of Science
The Hong Kong University of Science and Technology
Master of Science
Connor Stewart Connor Stewart's Wafra Investment Advisory Group Experience 2013 - Present
Job Senior Associate at Wafra Alternative Investments
Industry Investment Management
Experience
Wafra Investment Advisory Group 2013 - Present
Berkshire Capital Securities LLC 2010 - 2013
Skills
Mergers and Aquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Series 79
Education
Middlebury College 2007 — 2010
B.A., Honors, Magna cum laude, Economics, Political Science
Wafra Investment Advisory Group 2013 - Present
Berkshire Capital Securities LLC 2010 - 2013
Skills
Mergers and Aquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Series 79
Education
Middlebury College 2007 — 2010
B.A., Honors, Magna cum laude, Economics, Political Science
Nahun (Nathan) Kim's Wafra Investment Advisory Group Experience September 2015 - Present
Job Vice President at Wafra Investment Advisory Group
Industry Real Estate
Experience
Wafra Investment Advisory Group September 2015 - Present
Samsung Life Insurance Company, Inc August 2011 - August 2015
The Hampshire Companies (Private Equity Real Estate Funds) July 2006 - July 2011
CB Richard Ellis August 2005 - July 2006
HAUD (Housing, Architecture, Urban Design and Development) March 1999 - June 2003
Skills
Real Estate, Investment Properties, Investments, Commercial Real Estate, Real Estate Development, Real Estate Economics, Due Diligence, Valuation, Leases, Real Estate Transactions, Real Estate Financing, Asset Management, Tenant, Contract Negotiation, Dispositions, Acquisitions, Portfolio Management
Education
Harvard University Graduate School of Design 2003 — 2004
Master, Real Estate and Urban Development
Sungkyunkwan University 1997 — 1999
Master, Architecture
Sungkyunkwan University 1991 — 1997
Bachelor, Architecture
Wafra Investment Advisory Group September 2015 - Present
Samsung Life Insurance Company, Inc August 2011 - August 2015
The Hampshire Companies (Private Equity Real Estate Funds) July 2006 - July 2011
CB Richard Ellis August 2005 - July 2006
HAUD (Housing, Architecture, Urban Design and Development) March 1999 - June 2003
Skills
Real Estate, Investment Properties, Investments, Commercial Real Estate, Real Estate Development, Real Estate Economics, Due Diligence, Valuation, Leases, Real Estate Transactions, Real Estate Financing, Asset Management, Tenant, Contract Negotiation, Dispositions, Acquisitions, Portfolio Management
Education
Harvard University Graduate School of Design 2003 — 2004
Master, Real Estate and Urban Development
Sungkyunkwan University 1997 — 1999
Master, Architecture
Sungkyunkwan University 1991 — 1997
Bachelor, Architecture
Constance Cataldi's Wafra Investment Advisory Group Experience September 2000 - Present
Job Vice President/CoPortfolio Mgr at Wafra Investment Advisory Group
Industry Financial Services
Experience
Wafra Investment Advisory Group September 2000 - Present
Value Line Publishing June 1998 - September 2000
Skills
Equities, Securities, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance, Entrepreneurship
State University of New York College at Geneseo 1994 — 1998
BS, Management
Wafra Investment Advisory Group September 2000 - Present
Value Line Publishing June 1998 - September 2000
Skills
Equities, Securities, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance, Entrepreneurship
State University of New York College at Geneseo 1994 — 1998
BS, Management
Vaida Morgan's Wafra Investment Advisory Group Experience June 2007 - Present
Job Accountant at Wafra
Industry Accounting
Experience
Wafra Investment Advisory Group June 2007 - Present
Beyond Interactive 2005 - 2007
Rhodes Associates 1999 - 2004
Education
City University of New York-Baruch College 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Wafra Investment Advisory Group June 2007 - Present
Beyond Interactive 2005 - 2007
Rhodes Associates 1999 - 2004
Education
City University of New York-Baruch College 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Sindy Burgos's Wafra Investment Advisory Group Experience December 2005 - March 2007
Job Associate at Ramius, LLC
Industry Accounting
Experience
Ramius, LLC April 2007 - Present
Wafra Investment Advisory Group December 2005 - March 2007
Skills
Real Estate, Private Equity, Asset Management, Valuation, Hedge Funds
Education
City University of New York City College
Bachelor, Economics/Finance
University of Scranton
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ramius, LLC April 2007 - Present
Wafra Investment Advisory Group December 2005 - March 2007
Skills
Real Estate, Private Equity, Asset Management, Valuation, Hedge Funds
Education
City University of New York City College
Bachelor, Economics/Finance
University of Scranton
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jeffrey Jewett's Wafra Investment Advisory Group Experience March 1999 - April 2010
Job VP at Wafra Investment Advisory Group
Industry Investment Management
Experience
Home April 2010 - Present
Wafra Investment Advisory Group March 1999 - April 2010
General Reinsurance Co 1972 - 1999
Education
New York University - Leonard N. Stern School of Business 1972 — 1977
MBA, Finance
University of Connecticut 1970 — 1972
BS, Finance
Home April 2010 - Present
Wafra Investment Advisory Group March 1999 - April 2010
General Reinsurance Co 1972 - 1999
Education
New York University - Leonard N. Stern School of Business 1972 — 1977
MBA, Finance
University of Connecticut 1970 — 1972
BS, Finance
David Walsh's Wafra Investment Advisory Group Experience 2001 - 2003
Job Senior Vice President of Community Development Banking at JP Morgan Chase
Industry Real Estate
Experience
JP Morgan Chase January 2011 - Present
State of New York Housing Finance Agency March 2008 - December 2010
Common Ground Community May 2003 - March 2008
Wafra Investment Advisory Group 2001 - 2003
LCP Group 1994 - 2001
Skills
Economic Development, Negotiation, Real Estate Transactions, Real Estate Economics, Loans, Banking, Portfolio Management, Underwriting, Affordable Housing, Public Speaking, Non-profits, Due Diligence, Community Development, Financial Analysis, Real Estate Development, Investments, Property Management, Construction, Fundraising, Project Management, Strategic Planning, Asset Management, Contract Negotiation, Community Outreach, Real Estate, Real Estate Financing, Disposition, Financial Modeling, Leases, Commercial Real Estate
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2002 — 2003
Masters, Real Estate Finance
Western New England College 1985 — 1989
BSBA, Marketing
Loomis-Chaffee School 1984 — 1985
Duxbury High School 1980 — 1984
JP Morgan Chase January 2011 - Present
State of New York Housing Finance Agency March 2008 - December 2010
Common Ground Community May 2003 - March 2008
Wafra Investment Advisory Group 2001 - 2003
LCP Group 1994 - 2001
Skills
Economic Development, Negotiation, Real Estate Transactions, Real Estate Economics, Loans, Banking, Portfolio Management, Underwriting, Affordable Housing, Public Speaking, Non-profits, Due Diligence, Community Development, Financial Analysis, Real Estate Development, Investments, Property Management, Construction, Fundraising, Project Management, Strategic Planning, Asset Management, Contract Negotiation, Community Outreach, Real Estate, Real Estate Financing, Disposition, Financial Modeling, Leases, Commercial Real Estate
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2002 — 2003
Masters, Real Estate Finance
Western New England College 1985 — 1989
BSBA, Marketing
Loomis-Chaffee School 1984 — 1985
Duxbury High School 1980 — 1984
Lesley Lisser's Wafra Investment Advisory Group Experience 2003 - 2007
Job Director Asset Management at Invesco Real Estate
Industry Real Estate
Experience
Invesco Real Estate June 2012 - Present
Lehman Brothers November 2009 - June 2012
FirstService Williams May 2008 - February 2010
Brookfield Opportunity Fund April 2007 - May 2008
Wafra Investment Advisory Group 2003 - 2007
Emmes Asset Management January 1995 - December 2002
Guardian Life Insurance December 1988 - December 1994
Skills
Dispositions, Asset Management, Workout, Real Estate
Education
New York University 1991 — 1994
Masters, Real Estate Finance
Syracuse University
BFA, Interior Design, Architecture
Invesco Real Estate June 2012 - Present
Lehman Brothers November 2009 - June 2012
FirstService Williams May 2008 - February 2010
Brookfield Opportunity Fund April 2007 - May 2008
Wafra Investment Advisory Group 2003 - 2007
Emmes Asset Management January 1995 - December 2002
Guardian Life Insurance December 1988 - December 1994
Skills
Dispositions, Asset Management, Workout, Real Estate
Education
New York University 1991 — 1994
Masters, Real Estate Finance
Syracuse University
BFA, Interior Design, Architecture
Valsey Bartley's Wafra Investment Advisory Group Experience August 1999 - Present
Job Wafra Investment Advisory Group, Inc.
Industry Investment Management
Experience
Promar Consultants LLC August 2004 - Present
Wafra Investment Advisory Group August 1999 - Present
Advertising and Marketing Ltd. August 1990 - February 1996
Skills
Public Relations, Advertising, Investments, Fundraising, Microsoft Excel, Entertainment, Event Management, Corporate Events, Event Planning, Event Production
Education
New York University 2013 — 2015
Master's Degree, Hospitality
Pace University 1999 — 2003
Bachelors, Business Administration
Promar Consultants LLC August 2004 - Present
Wafra Investment Advisory Group August 1999 - Present
Advertising and Marketing Ltd. August 1990 - February 1996
Skills
Public Relations, Advertising, Investments, Fundraising, Microsoft Excel, Entertainment, Event Management, Corporate Events, Event Planning, Event Production
Education
New York University 2013 — 2015
Master's Degree, Hospitality
Pace University 1999 — 2003
Bachelors, Business Administration
Ronald Solenske's Wafra Investment Advisory Group Experience July 2010 - Present
Job Vice President / CoPortfolio Manager at Wafra Investment Advisory Group
Industry Investment Management
Experience
Wafra Investment Advisory Group July 2010 - Present
Wafra Investment Advisory Group August 2003 - July 2010
Emigrant Capital Markets March 2000 - August 2003
Metropolitan Life Insurance Company July 1997 - March 2000
Skills
Fixed Income, Portfolio Management, Equities, Alternative Investments, Private Equity, Bonds, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
University of Scranton 1993 — 1997
BA, Finance, Operations Management
Wafra Investment Advisory Group July 2010 - Present
Wafra Investment Advisory Group August 2003 - July 2010
Emigrant Capital Markets March 2000 - August 2003
Metropolitan Life Insurance Company July 1997 - March 2000
Skills
Fixed Income, Portfolio Management, Equities, Alternative Investments, Private Equity, Bonds, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
University of Scranton 1993 — 1997
BA, Finance, Operations Management
Sandeep Chohan's Wafra Investment Advisory Group Experience January 2013 - November 2013
Job Financial Analyst
Industry Investment Management
Experience
BNY Mellon May 2014 - Present
Wafra Investment Advisory Group January 2013 - November 2013
JMD Auto Care LTD September 2009 - December 2012
American Express September 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Leadership, Budgets, Microsoft Excel, QuickBooks, Data Analysis, Financial Accounting, Finance, Access, Analysis, Microsoft Office, Management, PowerPoint
Education
New York University 2009 — 2012
Bachelor of Science, Business and Technology Management
BNY Mellon May 2014 - Present
Wafra Investment Advisory Group January 2013 - November 2013
JMD Auto Care LTD September 2009 - December 2012
American Express September 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Leadership, Budgets, Microsoft Excel, QuickBooks, Data Analysis, Financial Accounting, Finance, Access, Analysis, Microsoft Office, Management, PowerPoint
Education
New York University 2009 — 2012
Bachelor of Science, Business and Technology Management
Gails Sharona's Wafra Investment Advisory Group Experience July 2004 - Present
Job Operations Administrator at Wafra Investment Advisory Group
Industry Financial Services
Experience
Wafra Investment Advisory Group July 2004 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Banking, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Investments, Access, Accounting, Accounts Payable, Accounts Receivable, Nonprofits, Time Management, Budgets
Education
Monroe College 1994 — 1995
Associate's degree, Word Processing
Wafra Investment Advisory Group July 2004 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Banking, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Investments, Access, Accounting, Accounts Payable, Accounts Receivable, Nonprofits, Time Management, Budgets
Education
Monroe College 1994 — 1995
Associate's degree, Word Processing
Alex Boguslavsky's Wafra Investment Advisory Group Experience September 2001 - March 2004
Job Partner at Alleon Capital Partners, LLC
Industry Financial Services
Experience
Alleon Capital Partners, LLC April 2009 - Present
MayerCap LLC September 2004 - April 2009
Wafra Investment Advisory Group September 2001 - March 2004
CIBC Oppenheimer Corp September 1998 - August 2001
Education
Ramapo College of New Jersey 1992 — 1995
Alleon Capital Partners, LLC April 2009 - Present
MayerCap LLC September 2004 - April 2009
Wafra Investment Advisory Group September 2001 - March 2004
CIBC Oppenheimer Corp September 1998 - August 2001
Education
Ramapo College of New Jersey 1992 — 1995
Frank Brigante's Wafra Investment Advisory Group Experience January 2013 - May 2013
Job
Industry Banking
Experience
The PrivateBank June 2014 - Present
Wafra Partners LLC June 2013 - August 2013
Wafra Investment Advisory Group January 2013 - May 2013
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance, General
The PrivateBank June 2014 - Present
Wafra Partners LLC June 2013 - August 2013
Wafra Investment Advisory Group January 2013 - May 2013
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance, General
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