WaterStreet Investment Consultants
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WaterStreet Investment Consultants Employees
Employee
Years
Job
Industry
Ann Stoker Ann Stoker's WaterStreet Investment Consultants Experience May 2011 - August 2011
Job Operations & Marketing Manager at Tim Howard Management
Industry Publishing
Experience
Tim Howard Management August 2015 - September 2015
Tim Howard Management June 2015 - August 2015
Skidmore College August 2014 - December 2014
Mrs. London's Bakery and Cafe June 2014 - August 2014
Skidmore College January 2014 - May 2014
Saratoga Film Forum February 2013 - May 2013
Texas Monthly May 2012 - August 2012
Waterstreet Investment Consultants May 2011 - August 2011
Skills
Editing, Editorial, Microsoft Office, Proofreading, Blogging, Facebook, Social Media, Public Relations, Social Networking, Writing, Publications, Literature, History, Art History, Academic Writing, Research, Public Speaking, Microsoft Excel
Education
Skidmore College 2012 — 2015
Bachelor of Arts (B.A.), English Literature, History
Dickinson College 2011 — 2012
Bachelor of Arts (B.A.), English Language and Literature
Saint Stephen's Episcopal School 2009 — 2011
Pomfret School 2007 — 2009
Tim Howard Management August 2015 - September 2015
Tim Howard Management June 2015 - August 2015
Skidmore College August 2014 - December 2014
Mrs. London's Bakery and Cafe June 2014 - August 2014
Skidmore College January 2014 - May 2014
Saratoga Film Forum February 2013 - May 2013
Texas Monthly May 2012 - August 2012
Waterstreet Investment Consultants May 2011 - August 2011
Skills
Editing, Editorial, Microsoft Office, Proofreading, Blogging, Facebook, Social Media, Public Relations, Social Networking, Writing, Publications, Literature, History, Art History, Academic Writing, Research, Public Speaking, Microsoft Excel
Education
Skidmore College 2012 — 2015
Bachelor of Arts (B.A.), English Literature, History
Dickinson College 2011 — 2012
Bachelor of Arts (B.A.), English Language and Literature
Saint Stephen's Episcopal School 2009 — 2011
Pomfret School 2007 — 2009
Sara Seely Sara Seely's WaterStreet Investment Consultants Experience September 2004 - August 2008
Job Equistar Wealth Management
Industry Investment Management
Experience
Equistar Wealth Management April 2013 - Present
CFA Society of Austin June 2006 - June 2013
Durbin Bennett Peterson - Private Wealth Management, LLP September 2008 - April 2013
WaterStreet Investment Consultants September 2004 - August 2008
Smith Barney January 2001 - September 2004
Texaco 1999 - 2001
Skills
Investment Management, Personal Financial..., Capital Markets, Investment Strategies, Investments, Asset Management, Private Equity, Portfolio Management, Alternative Investments, Investment Advisory, Fixed Income, Mutual Funds, Hedge Funds, Strategic Financial..., Chartered Financial..., Financial Planning
Education
Texas Tech University 1995 — 1999
BA with Honors, Finance
CFA Institute
Equistar Wealth Management April 2013 - Present
CFA Society of Austin June 2006 - June 2013
Durbin Bennett Peterson - Private Wealth Management, LLP September 2008 - April 2013
WaterStreet Investment Consultants September 2004 - August 2008
Smith Barney January 2001 - September 2004
Texaco 1999 - 2001
Skills
Investment Management, Personal Financial..., Capital Markets, Investment Strategies, Investments, Asset Management, Private Equity, Portfolio Management, Alternative Investments, Investment Advisory, Fixed Income, Mutual Funds, Hedge Funds, Strategic Financial..., Chartered Financial..., Financial Planning
Education
Texas Tech University 1995 — 1999
BA with Honors, Finance
CFA Institute
Chad Potter, CFA Chad Potter, CFA's WaterStreet Investment Consultants Experience April 2006 - June 2006
Job Client Portfolio Manager / Research Analyst at OFI SteelPath
Industry Financial Services
Experience
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
Anar Shah's WaterStreet Investment Consultants Experience October 2006 - March 2008
Job Vice President/ Alternative Investment Sales at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
Citi Private Bank August 2012 - Present
Citi Private Bank June 2010 - August 2012
WaterStreet Investment Consultants October 2006 - March 2008
Citigroup August 2004 - February 2006
Morgan Stanely 2000 - 2004
Invesco Ltd. November 1997 - July 2000
Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities
Education
Louisiana State University 1992 — 1997
Finance, Business
Jevon Gibb's WaterStreet Investment Consultants Experience August 2008 - October 2008
Job Project Management, Finance, Law
Industry Financial Services
Experience
NO/LA Angel Network September 2014 - Present
Paisley Ventures, LLC October 2014 - March 2015
U.S. Navy JAG Corps May 2012 - May 2014
U.S. Navy JAG Corps January 2011 - December 2011
U.S. Navy JAG Corps May 2009 - January 2011
Waterstreet Investment Consultants August 2008 - October 2008
Eastern European Advancement May 2007 - August 2007
Strategic Forecasting August 2006 - March 2007
Jordan’s Language School August 2003 - April 2004
Y3k Web Designs June 1997 - August 2003
Skills
Litigation, Motions, Criminal Law, Administrative Law, International Law, Legal Assistance, Government, Military Law, Data Analysis, Policy Analysis, International Relations, Chinese Foreign Policy, Emerging Markets, Financial Analysis, Education, Management, Public Speaking, Strategy
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas School of Law 2005 — 2008
JD, International Security and Law
The University of Texas at Austin 2000 — 2003
Bachelor of Arts (BA), Political Science and Government
NO/LA Angel Network September 2014 - Present
Paisley Ventures, LLC October 2014 - March 2015
U.S. Navy JAG Corps May 2012 - May 2014
U.S. Navy JAG Corps January 2011 - December 2011
U.S. Navy JAG Corps May 2009 - January 2011
Waterstreet Investment Consultants August 2008 - October 2008
Eastern European Advancement May 2007 - August 2007
Strategic Forecasting August 2006 - March 2007
Jordan’s Language School August 2003 - April 2004
Y3k Web Designs June 1997 - August 2003
Skills
Litigation, Motions, Criminal Law, Administrative Law, International Law, Legal Assistance, Government, Military Law, Data Analysis, Policy Analysis, International Relations, Chinese Foreign Policy, Emerging Markets, Financial Analysis, Education, Management, Public Speaking, Strategy
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas School of Law 2005 — 2008
JD, International Security and Law
The University of Texas at Austin 2000 — 2003
Bachelor of Arts (BA), Political Science and Government
Brian Witzsche, CFA, CAIA's WaterStreet Investment Consultants Experience January 2007 - June 2008
Job Mt. Vernon Investments
Industry Investment Management
Experience
Mt. Vernon Investments LP June 2014 - Present
Tolleson Wealth Management January 2012 - June 2014
Tolleson Wealth Management January 2010 - December 2011
Tolleson Wealth Management June 2008 - December 2009
Waterstreet Investment Consultants January 2007 - June 2008
Eklektikos Capital Management January 2007 - June 2008
Skills
Bloomberg, PerTrac, Microsoft Office, Zephyr Style Advisor, Alternative Investments, Hedge Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Fund Of Funds, Asset Allocation, Due Diligence, Strategic Financial..., Investment Management, Investment Strategies, Equities, Valuation, Portfolio Management, Private Equity
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Business Administration, Finance and Accounting
Mt. Vernon Investments LP June 2014 - Present
Tolleson Wealth Management January 2012 - June 2014
Tolleson Wealth Management January 2010 - December 2011
Tolleson Wealth Management June 2008 - December 2009
Waterstreet Investment Consultants January 2007 - June 2008
Eklektikos Capital Management January 2007 - June 2008
Skills
Bloomberg, PerTrac, Microsoft Office, Zephyr Style Advisor, Alternative Investments, Hedge Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Fund Of Funds, Asset Allocation, Due Diligence, Strategic Financial..., Investment Management, Investment Strategies, Equities, Valuation, Portfolio Management, Private Equity
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Business Administration, Finance and Accounting
Brooke Somers (Davidson)'s WaterStreet Investment Consultants Experience September 2004 - August 2009
Job Stay at home parent
Industry Investment Management
Experience
Home August 2009 - Present
WaterStreet Investment Consultants September 2004 - August 2009
Smith Barney August 2003 - September 2004
CapTrust June 1999 - June 2003
Education
University of North Carolina at Chapel Hill 1995 — 1999
Asheville High 1991 — 1995
Home August 2009 - Present
WaterStreet Investment Consultants September 2004 - August 2009
Smith Barney August 2003 - September 2004
CapTrust June 1999 - June 2003
Education
University of North Carolina at Chapel Hill 1995 — 1999
Asheville High 1991 — 1995
James Stoker's WaterStreet Investment Consultants Experience September 2004 - January 2012
Job Institutional Consulting Director at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting May 2010 - Present
WaterStreet Investment Consultants September 2004 - January 2012
Eklektikos Capital Management, LP August 2005 - May 2010
WaterStreet Investment Consultants, LLC 2004 - May 2010
Smith Barney Citigroup May 1985 - September 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory
Education
University of Arkansas at Fayetteville 1975 — 1978
BS, Business Administration
New Mexico Military Institute 1974 — 1975
AA, Engineering
Graystone Consulting May 2010 - Present
WaterStreet Investment Consultants September 2004 - January 2012
Eklektikos Capital Management, LP August 2005 - May 2010
WaterStreet Investment Consultants, LLC 2004 - May 2010
Smith Barney Citigroup May 1985 - September 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory
Education
University of Arkansas at Fayetteville 1975 — 1978
BS, Business Administration
New Mexico Military Institute 1974 — 1975
AA, Engineering
Mitchell Herr's WaterStreet Investment Consultants Experience February 2007 - Present
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2010 - Present
Waterstreet Investment Consultants February 2007 - Present
Education
St. Edward's University 2006 — 2008
MBA, Corporate Finance
St. Edward's University 2002 — 2006
BBA, Finance and Marketing
J.P. Morgan January 2010 - Present
Waterstreet Investment Consultants February 2007 - Present
Education
St. Edward's University 2006 — 2008
MBA, Corporate Finance
St. Edward's University 2002 — 2006
BBA, Finance and Marketing
Bret Biggart's WaterStreet Investment Consultants Experience 2008 - 2010
Job Managing Director at Freedom Solar Power
Industry Renewables & Environment
Experience
Freedom Solar 2011 - Present
Waterstreet Investment Consultants 2008 - 2010
Saracen Energy 2006 - 2007
Genesis Park 2005 - 2005
Pacific Corporate Group 2001 - 2004
Education
Rice University - Jesse H. Jones Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Austin High School 1990 — 1994
Freedom Solar 2011 - Present
Waterstreet Investment Consultants 2008 - 2010
Saracen Energy 2006 - 2007
Genesis Park 2005 - 2005
Pacific Corporate Group 2001 - 2004
Education
Rice University - Jesse H. Jones Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Austin High School 1990 — 1994