Wainwright Investment Counsel

Description

Located in: One Boston PlaceAddress: 201 Washington St, Boston, MA 02108 Phone: (617) 531-3100: : : : Category: Website: Hours: Place name: : : Website: http://www.winvcounsel.com/ Category: Investment service 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.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 Wainwright Investment Counsel, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Wainwright Investment Counsel Employees

Employee
Years
Job
Industry
Scott Lotterer Scott Lotterer Greater Denver Area Details
Scott Lotterer's Wainwright Investment Counsel Experience 2000 - 2003
Job Manager (Financial Services Advisory) at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young  May 2011 - Present
Barris Lotterer Management Consulting   2003 - June 2011
Wainwright Investment Counsel   2000 - 2003
State Street Bank  1999 - 2000

Skills
Strategy Execution, Change Management, Cost Management, Business Process..., Lean Manufacturing, Six Sigma, Supply Chain Management, Financial Modeling, Program Management, Project Management, Performance Improvement, Analysis, Management Consulting, Management, Operational Excellence, Financial Services, Strategy, Consulting, Business Strategy, Financial Analysis, Business Process..., Business Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Entrepreneurship

Isenberg School of Management, UMass Amherst   1994 — 1999
BA, Investment Finance

Brigid Connolly Brigid Connolly Greater Boston Area Details
Brigid Connolly's Wainwright Investment Counsel Experience May 2011 - August 2011
Job WMS Client Service Associate at State Street
Industry Financial Services
Experience
State Street  June 2013 - Present
Income Research & Management  May 2012 - August 2012
Wainwright Investment Counsel   May 2011 - August 2011
Massachusetts Clean Energy Center  May 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Financial Analysis, Management, Moxy, Salesforce.com, Advent, SEI CMM, Customer Service, Financial Reporting, Trade Finance, Client Development, Microsoft Word, Microsoft Office

Education
Siena College   2009 — 2013
B.S, Finance

Laura McDonough Laura McDonough Greater Boston Area Details
Laura McDonough's Wainwright Investment Counsel Experience June 2005 - August 2005
Job Senior Investment Associate at FLAG Capital Management, LLC
Industry Management Consulting
Experience
FLAG Capital Management, LLC  January 2014 - Present
FLAG Capital Management, LLC  January 2011 - Present
Grant Thornton LLP  October 2010 - January 2011
Huron Consulting Group  December 2008 - October 2010
Isenberg School of Management  September 2006 - June 2008
Truong Enterprises   July 2007 - August 2007
UMass Hockey Office   2004 - 2007
Wainwright Investment Counsel   June 2005 - August 2005

Skills
Private Equity, Portfolio Management, Venture Capital, Investment Management, Financial Services, Economics, Accounting, Fund Of Funds, Financial Advisory, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Corporate Finance, Investments, Due Diligence, Hedge Funds

Education
Isenberg School of Management, UMass Amherst   2004 — 2008
Bachelor of Business Administration, Finance

University of Wollongong   2007 — 2007

Boston Latin School   1998 — 2004

Periklis Maheras Periklis Maheras Sudbury, Massachusetts Details
Periklis Maheras's Wainwright Investment Counsel Experience May 2015 - Present
Job Operations Analyst at Wainwright Investment Counsel
Industry Higher Education
Experience
Wainwright Investment Counsel   May 2015 - Present
Meikle Capital Management   January 2014 - May 2015
Quinnipiac University  August 2013 - May 2015
Quinnipiac University  September 2012 - May 2013

Skills
PowerPoint, Research, Data Analysis, Training, Microsoft Excel, Public Speaking, Marketing, Social Media, Statistics, Sports, Bloomberg Terminal, Bloomberg, Social Networking, Time Management, Customer Service, Teamwork, Football, Basketball, Management, Leadership, •Computer: Advanced...

Education
Quinnipiac University   2013 — 2015
Master of Business Administration (M.B.A.), Finance, CFA Track

Quinnipiac University   2010 — 2014
Bachelor of Science (BS), Finance, General

Katharine (Kitty) Cushing Katharine (Kitty) Cushing New York, New York Details
Katharine (Kitty) Cushing's Wainwright Investment Counsel Experience 1999 - 2004
Job Managing Principal at 7Sisters LLC
Industry Financial Services
Experience
7Sisters LLC   September 2013 - Present
TAG Access Partners/The Alberleen Group   November 2012 - September 2013
Dara Capital US, Inc.   September 2011 - September 2012
Marwood Group  May 2011 - August 2012
Amphion Innovations plc   December 2009 - January 2010
Neuberger Berman  December 2004 - April 2009
Wainwright Investment Counsel   1999 - 2004
HC Wainwright & Co., Inc.   1997 - 1998

Skills
Private Equity, Investments, Mutual Funds, Wealth Management, Hedge Funds, Financial Services, Investment Strategies, Business Strategy, Entrepreneurship, Start-ups, Business Planning, Funding, Strategic Partnerships, Corporate Development, Finance, Investment Management, Strategy, Executive Management, Wealth Management..., Fund Of Funds, Management, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management

Education
The Masters School
The Masters School

University of Arizona
BA, Creative Writing

the

Alexander Martinez-Forte Alexander Martinez-Forte Greater Boston Area Details
Alexander Martinez-Forte's Wainwright Investment Counsel Experience May 2014 - May 2015
Job Summer Analyst
Industry Investment Management
Experience
Biogen  May 2015 - August 2015
Wainwright Investment Counsel   May 2014 - May 2015

Skills
Stock Trading, Investment Banking, Day Trading, Management, Finance, Technical Analysis, Fundamental Analysis, Banking, Investments, Business Strategy, International Business, Economics, Trading, Entrepreneurship, Marketing, Securities, Valuation, Sales, Small Business, Financial Markets

Education
Manning School of Business
Business Administration, Economics, and Applied Mathematics, Financial Markets and Probability Analysis

Harvard University
Economics, Risk Management

Korey McKinney Korey McKinney Boston, Massachusetts Details
Korey McKinney's Wainwright Investment Counsel Experience June 2012 - December 2012
Job Valuation Consultant at CFGI
Industry Financial Services
Experience
CFGI  February 2015 - Present
Edelstein & Company LLP  September 2013 - February 2015
Wainwright Investment Counsel   June 2012 - December 2012
Jeanne D' Arc Credit Union  August 2011 - May 2012
Jeanne D' Arc Credit Union  April 2011 - May 2012

Skills
Accounting, Financial Analysis, Economics, Financial Modeling, Corporate Finance, Finance, Microsoft Office, Microsoft Excel, Financial Research, LBO, Financial Statement..., Equity Analysis, DCF Valuation, M&A Modeling, Precedent Transactions, Valuation

Education
University of Massachusetts at Lowell   2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance concentration

Christopher Haynes Christopher Haynes Greater Boston Area Details
Christopher Haynes's Wainwright Investment Counsel Experience May 2009 - August 2009
Job Product Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2015 - Present
Old Mutual Asset Management  October 2013 - January 2015
Brown Brothers Harriman  June 2011 - October 2013
Brown Brothers Harriman  May 2010 - August 2010
Wainwright Investment Counsel   May 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis

Education
University of Rochester   2007 — 2011
Bachelor of Arts, Financial Economics

Buckingham Brown & Nichols High School   2003 — 2007

Steven Abbiuso Steven Abbiuso Greater Boston Area Details
Steven Abbiuso's Wainwright Investment Counsel Experience May 2002 - October 2011
Job Senior Client Service Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  December 2014 - Present
Sentinel Benefits & Financial Group  September 2013 - February 2014
New England Investment and Retirement Group, Inc.   June 2013 - August 2013
Detwiler Fenton  October 2011 - June 2013
Wainwright Investment Counsel   May 2002 - October 2011
FundQuest  November 2000 - May 2002
Cabot Money Management  November 1995 - November 2000

Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management

Education
Salem State University   1989 — 1994
Bachelor of Science, Communications

Jennifer Pelis Jennifer Pelis Greater Boston Area Details
Jennifer Pelis's Wainwright Investment Counsel Experience 1994 - 2000
Job Relationship Manager at Foster Dykema Cabot
Industry Financial Services
Experience
Foster Dykema Cabot   Wealth StategiesFleet BankDecember 2000 - August 2003
Wainwright Investment Counsel   1994 - 2000

Education
Bentley University   1989 — 1993
BS, Eco-FI

Wheeler School   1985 — 1989

Scott Ritvo Scott Ritvo Greater Boston Area Details
Scott Ritvo's Wainwright Investment Counsel Experience September 2003 - Present
Job Accounting & Benefits Manager at Wainwright Investment Counsel
Industry Investment Management
Experience
Wainwright Investment Counsel   September 2003 - Present

Skills
Corporate Benefits, 401k, Benefits Administration, Retirement, Payroll, COBRA, Plan Design, Defined Benefit, Flexible Spending..., Cafeteria Plans, Plan Administration, Ceridian, Benefit Administration, FSA, Dental, Renewals, Group Benefits, FLSA, Health Plans, Employee Benefits, Benefits, IRS, Employee Handbooks, Open Enrollment, Health Insurance

Education
Bentley College   1994 — 1996
MS, Accounting

Brandeis University   1984 — 1989
BS, Judaic Studiies

Greg Gagalis Greg Gagalis Greater Boston Area Details
Greg Gagalis's Wainwright Investment Counsel Experience June 2003 - September 2003
Job Associate Realtor
Industry Real Estate
Experience
Carey & Giampa Realtors  July 2014 - Present
Babcock Power, Inc.   May 2010 - August 2013
Babcock Power Environmental   April 2008 - May 2010
Brooke Private Equity Advisors   October 2006 - January 2008
Cambridge Associates  January 2005 - October 2006
Wainwright Investment Counsel   June 2003 - September 2003
State Street  June 2002 - December 2002

Skills
Due Diligence, Venture Capital, Energy, Private Equity, Investments, Energy Efficiency, Biomass, Power Generation, Solar Energy, Renewable Energy, Cleantech, Alternative Energy, Portfolio Management, Power Plants, Energy Management, Wind, Finance, Sustainability, Mergers & Acquisitions, Contract Negotiation, Engineering, Energy Policy, Business Strategy, Financial Modeling, Energy, industry, Real Estate, Real Estate Transactions, Commercial Real Estate

Education
Boston University - School of Management   2009 — 2013
MBA, Business Administration and Management, General

Merrimack College   2001 — 2004
Bachelor of Science (B.S.), Finance

Liesl O'Shaughnessy Liesl O'Shaughnessy Greater St. Louis Area Details
Liesl O'Shaughnessy's Wainwright Investment Counsel Experience February 2007 - August 2008
Job Investment Management Professional
Industry Investment Management
Experience
Wainwright Investment Counsel   February 2007 - August 2008

Education
Saint Louis University   2002 — 2006
Bachelors, Business Entrepreneurship, Art History

Visitation Academy   1987 — 2002

FINRA
Series 7 - 86%, General Securities Representative Examination

Brian Buckley Brian Buckley Greater Boston Area Details
Brian Buckley's Wainwright Investment Counsel Experience January 2010 - March 2012
Job Compliance Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  November 2013 - Present
Putnam Investments  April 2012 - October 2013
Wainwright Investment Counsel   January 2010 - March 2012
Wainwright Investment Counsel   June 2007 - December 2009

Education
University of Massachusetts Boston   2007 — 2009
History

Framingham State College   2005 — 2007

Hingham High School   2001 — 2005

Paul Perdigao Paul Perdigao Greater Boston Area Details
Paul Perdigao's Wainwright Investment Counsel Experience June 1997 - Present
Job Operations Manager at Wainwright Investment Counsel
Industry Financial Services
Experience
Wainwright Investment Counsel   June 1997 - Present
State Street Bank  October 1988 - June 1997

Skills
401k, Retirement, Customer Service, Process Improvement, Project Management, Series 7, Series 24, Series 63, Series 65, Financial Accounting

Education
Merrimack College   1982 — 1985
Bachelor's degree, Accounting and Finance

New England College   1981 — 1982

Hamad Akbar Hamad Akbar Houston, Texas Details
Hamad Akbar's Wainwright Investment Counsel Experience June 2011 - December 2011
Job Market Analyst at Kuwait Petroleum Corporation
Industry Oil & Energy
Experience
Kuwait Petroleum Corporation  February 2012 - Present
Wainwright Investment Counsel   June 2011 - December 2011
Wainwright Investment Counsel   June 2011 - December 2011

Skills
Analytics, Statistics, Reading, Marketing Communications, Presentations, Publications, Philosophy, Empirical Research, Marketing Strategy, Market Pricing, Equities, High Yield Bonds, Municipal Bonds, Futures Trading, Marketing Research, Due Diligence, Hedge Funds, Portfolio Management, Financial Risk, Commodity, Bloomberg Terminal, Market Research, Asset Allocation, Finance

Education
Bentley University   2007 — 2011
Bachelor of Science (B.S.), Finance, General

American School of Kuwait