WEDGE Capital Management
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WEDGE Capital Management Employees
WEDGE Capital Management July 2014 - Present
Dimensional Fund Advisors June 2013 - September 2013
River Branch Capital July 2010 - August 2012
Credit Suisse July 2007 - June 2009
Skills
Portfolio Management, Quantitative Finance, Equity Research, Analytics, R, Matlab, VBA, SQL, Financial Modeling, Valuation, Private Equity, Investment Banking, M&A analysis, Series 7, Series 63, Series 79
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
WEDGE Capital Management April 1995 - Present
Palley Needelman Asset Management August 1993 - April 1995
CMB Investment Counselors June 1989 - August 1993
Zacks Investment Research January 1985 - May 1989
Skills
Equities, Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Asset Management, Investments, Corporate Finance, Alternative Investments, Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Trading, Venture Capital, Emerging Markets, Investment Strategies
Education
TRIUM Global Executive MBA
University of Oxford - Said Business School
Postgraduate Diploma, Financial Strategy
DePaul University
Master's degree, Economics
Indiana University
Bachelor's degree, Economics
The Capitol Forum June 2012 - Present
WEDGE Capital Management July 2010 - June 2012
O'Shaugnessey Asset Management June 2009 - August 2009
Strategic Investment Group September 2004 - August 2008
Skills
Portfolio Management, Statistics, Policy Analysis, Analytics, Financial Risk, Economics, Hedging, Quantitative Analytics, Financial Modeling
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Analytic Finance, Econometrics & Statistics
Princeton University 2000 — 2004
BSE, Civil & Environmental Engineering
Wedge Capital Management November 2014 - Present
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA
Indiana University School of Law—Bloomington 1995 — 1998
JD
St. Olaf College 1991 — 1995
BA
United States Department of Defense May 2014 - Present
Fordham University August 2009 - Present
Nomura Asset Management September 2007 - October 2009
Providence Wealth Management February 2006 - August 2007
Wedge Capital Management July 2000 - January 2006
Credit Suisse First Boston April 1997 - July 1998
Skills
Investment Management, Investment Banking, Investments, Equities, Financial Modeling, Asset Managment, Valuation, Hedge Funds, Equity Research, Capital Markets, Portfolio Management, Private Equity, Fixed Income, Alternative Investments, Derivatives
Education
Fordham University 2010 — 2015
Doctor of Philosophy (Ph.D.), Financial Economics
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Colby College 1991 — 1995
BA, Economics
The London School of Economics and Political Science (LSE) 1993 — 1994
Economics and Finance
WEDGE Capital Management HR CoordinatorThe IQ Business GroupMarch 2004 - October 2005
Education
University of Pretoria/Universiteit van Pretoria 1993 — 1994
WEDGE Capital Management 1984 - 2003
Skills
Non-profits, Strategic Planning, Asset Allocation, Investments, Equities, Portfolio Management, Asset Management, Leadership, Strategy, Management, Hedge Funds, Business Strategy, Finance, Nonprofits
Education
Duke University 1971 — 1975
WEDGE Capital Management December 2009 - Present
Wachovia, A Wells Fargo Company May 2009 - December 2009
Bank of America February 2007 - February 2009
Bank of America December 2005 - December 2006
Bank of America March 2003 - December 2005
Bank of America June 2002 - February 2003
Wachovia July 1998 - June 2002
First Union 1998 - 2001
Capital One January 1997 - July 1998
Skills
Financial Modeling, Portfolio Management, Valuation, Risk Management, Bloomberg, Equities, Economics, SAS, Derivatives, Fixed Income, Credit Risk, Quantitative Analytics, Investments, Credit Analysis, Financial Markets
Education
Northern Illinois University 1995 — 1997
M.S., Operations Research
Southwest Jiaotong University 1989 — 1993
B.S., Industrial Management
Daniel Hefner Plumbing Co. January 2011 - Present
WEDGE Capital Management June 1998 - June 2008
Education
Eastern Kentucky University 1968 — 1970
Executive Secretarial
WEDGE Capital Management 2008 - Present
Wachovia Securities 2006 - 2008
Wachovia Securities 2004 - 2006
Education
Appalachian State University 2000 — 2004
BSBA, Finance/Banking & Risk Management/Insurance
Sam and Gracie Dog Walking Service, Owner January 2014 - Present
Wedge Capital Management April 2005 - January 2013
Citi October 1993 - March 2005
United Airlines October 1988 - February 1993
Continental Airlines October 1982 - September 1988
Skills
Financial Reporting, Accounting, Auditing, General Ledger, Financial Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Variance Analysis, Forecasting, Budgets, Payroll
Education
Louisiana State University 1978 — 1982
Bachelor's Degree, Accounting and Business/Management