Wedge Partners
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Wedge Partners Employees
Employee
Years
Job
Industry
Katie Cyester Katie Cyester's Wedge Partners Experience January 2003 - August 2013
Job Senior Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Wedge Partners January 2003 - August 2013
WP Asset Management June 2007 - July 2013
Wedge Securities July 2007 - April 2013
Geronimo Financial LLC and Wedge Securities LLC July 2005 - July 2007
Charles Schwab December 1999 - November 2002
Charles Schwab February 1996 - October 1999
Education
University of Nevada-Las Vegas 1988 — 1992
Hotel, Motel, and Restaurant Management
Charles Schwab August 2013 - Present
Wedge Partners January 2003 - August 2013
WP Asset Management June 2007 - July 2013
Wedge Securities July 2007 - April 2013
Geronimo Financial LLC and Wedge Securities LLC July 2005 - July 2007
Charles Schwab December 1999 - November 2002
Charles Schwab February 1996 - October 1999
Education
University of Nevada-Las Vegas 1988 — 1992
Hotel, Motel, and Restaurant Management
Brian Coyne Brian Coyne's Wedge Partners Experience June 2009 - March 2010
Job VP Investor Relations & Financial Planning at Fusion
Industry Information Services
Experience
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
David A. Matthews David A. Matthews's Wedge Partners Experience July 2013 - April 2014
Job Equity Sales Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Rosenblatt Securities March 2014 - Present
Wedge Partners July 2013 - April 2014
Skills
SPSS, Economics, Spanish, Public Speaking, Microsoft Excel, Analysis, Due Diligence, Team Leadership, Sales, Market Research, Equities, Social Media, Financial Modeling, Business Planning, Investments, Venture Capital, Valuation, Bloomberg, TMT, Securities, Equity Research, Series 7, Microsoft Office
Education
College of Charleston 2010 — 2012
B.A., Political Science; International Relations
Gettysburg College
Bachelor of Arts (B.A.), Political Science
Deutsche Bank September 2015 - Present
Rosenblatt Securities March 2014 - Present
Wedge Partners July 2013 - April 2014
Skills
SPSS, Economics, Spanish, Public Speaking, Microsoft Excel, Analysis, Due Diligence, Team Leadership, Sales, Market Research, Equities, Social Media, Financial Modeling, Business Planning, Investments, Venture Capital, Valuation, Bloomberg, TMT, Securities, Equity Research, Series 7, Microsoft Office
Education
College of Charleston 2010 — 2012
B.A., Political Science; International Relations
Gettysburg College
Bachelor of Arts (B.A.), Political Science
Chris Sexton Chris Sexton's Wedge Partners Experience July 2006 - February 2013
Job VP Institutional Trading at First Analysis Securities Corp
Industry Capital Markets
Experience
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
First Analysis Securities Corp May 2014 - Present
Cantor Fitzgerald October 2013 - April 2014
Merrill Lynch Wealth Management April 2013 - October 2013
Wedge Partners July 2006 - February 2013
Fulcrum Global Partners March 2002 - April 2003
Tucker Anthony Capital Markets (Cleary Gull) January 1998 - October 2001
ABN AMRO Chicago Corporation March 1996 - January 1998
Skills
Equities, Trading, Options, Equity Trading, Securities, Investments, Series 7, Hedge Funds, Series 63, Equity Research, FINRA, Alternative Investments, ETFs, Trading Systems, Bloomberg, Asset Management, Derivatives, Financial Markets, Institutional, Venture Capital, Private Equity, Commodity, Capital Markets, Stocks, Commodities, Series 66, Series 24, Series 55
Education
University of Iowa 1991 — 1993
Economics
Southern Illinois University, Carbondale 1990 — 1991
Ankit Doshi Ankit Doshi's Wedge Partners Experience June 2008 - August 2008
Job Credit Policy & Risk Analyst at HSBC Card Services
Industry Financial Services
Experience
HSBC Card and Retail Services 2009 - Present
HSBC Card Services September 2009 - December 2011
LanderNorth Asset Management March 2009 - April 2009
Wedge Partners June 2008 - August 2008
VALUE PLUS FINANCE LTD September 2006 - June 2007
Sify July 2005 - August 2006
Financial Technologies October 2004 - July 2005
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking and Finance
University of Mumbai 2000 — 2004
Bachelors, Computer Engineering
HSBC Card and Retail Services 2009 - Present
HSBC Card Services September 2009 - December 2011
LanderNorth Asset Management March 2009 - April 2009
Wedge Partners June 2008 - August 2008
VALUE PLUS FINANCE LTD September 2006 - June 2007
Sify July 2005 - August 2006
Financial Technologies October 2004 - July 2005
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking and Finance
University of Mumbai 2000 — 2004
Bachelors, Computer Engineering
Dana Cruz's Wedge Partners Experience June 2011 - January 2012
Job Consulting
Industry Insurance
Experience
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Brian Rauscher's Wedge Partners Experience 2011 - March 2012
Job Chief Portfolio Strategist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Robert W. Baird & Co. April 2012 - Present
Wedge Partners 2011 - March 2012
Dahlman Rose & Co. 2011 - November 2011
Fortress Investment Group 2009 - 2010
Brown Brothers Harriman April 2004 - July 2009
Morgan Stanley 1995 - 2001
Skills
Equity Research, Series 7, Valuation, Equities, Bloomberg, Investments, Portfolio Management, Hedge Funds, CFA, Investment Strategies, Series 63, Trading Strategies, Data Modeling, Client Interfacing, Quantitative Analysis, Economics
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance, General
Evan Morgan's Wedge Partners Experience August 2007 - January 2013
Job Head of Sales at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Robert G Routh, CPA's Wedge Partners Experience 2008 - 2010
Job Managing Director at FBN Securities Inc.
Industry Financial Services
Experience
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Paul Cyr's Wedge Partners Experience January 2009 - April 2013
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Wedge Partners January 2009 - April 2013
CIBC World Markets/Oppenheimer & Co June 1985 - September 2008
UBS/ O"Connor April 1983 - April 1985
Skills
Equity Research, Capital Markets, Equities, Hedge Funds, Investment Banking, Institutional..., Funding
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Stifel Financial Corp. April 2013 - Present
Wedge Partners January 2009 - April 2013
CIBC World Markets/Oppenheimer & Co June 1985 - September 2008
UBS/ O"Connor April 1983 - April 1985
Skills
Equity Research, Capital Markets, Equities, Hedge Funds, Investment Banking, Institutional..., Funding
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Timothy Rodriguez's Wedge Partners Experience May 2012 - August 2012
Job Data Services Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Edora Pool and Ice Center August 2011 - May 2013
Wedge Partners May 2012 - August 2012
South Suburban Parks & Recreation August 2007 - August 2011
Skills
FactSet Research Systems, Data Analysis, Investments, Asset Allocation, Portfolio Management, Market Research, Microsoft Office, Excel, Risk Management
Education
Colorado State University 2009 — 2013
Bachelor of Science (BS), Business Finance
Envestnet, Inc September 2013 - Present
Edora Pool and Ice Center August 2011 - May 2013
Wedge Partners May 2012 - August 2012
South Suburban Parks & Recreation August 2007 - August 2011
Skills
FactSet Research Systems, Data Analysis, Investments, Asset Allocation, Portfolio Management, Market Research, Microsoft Office, Excel, Risk Management
Education
Colorado State University 2009 — 2013
Bachelor of Science (BS), Business Finance