Weiss, Peck & Greer
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Weiss, Peck & Greer Employees
Employee
Years
Job
Industry
Tom Dalpiaz Tom Dalpiaz's Weiss, Peck & Greer Experience 1986 - 2002
Job Managing Director at Granite Springs Asset Management, LLC
Industry Investment Management
Experience
Granite Springs Asset Management, LLC September 2013 - Present
Advisors Asset Management May 2006 - August 2013
Neuberger Berman 2004 - 2006
Sage Capital Management 2002 - 2004
Weiss, Peck & Greer 1986 - 2002
Merrill Lynch 1984 - 1986
Skills
Portfolio Management, Bonds, Bloomberg, Investments, Series 7, Credit Analysis, Public Speaking, Fixed Income, Investment Writing, Product Specialist, Client Relationship..., Credit
Education
Hofstra University
MBA, Finance
Hofstra University
Bachelor of Arts (B.A.), History
Granite Springs Asset Management, LLC September 2013 - Present
Advisors Asset Management May 2006 - August 2013
Neuberger Berman 2004 - 2006
Sage Capital Management 2002 - 2004
Weiss, Peck & Greer 1986 - 2002
Merrill Lynch 1984 - 1986
Skills
Portfolio Management, Bonds, Bloomberg, Investments, Series 7, Credit Analysis, Public Speaking, Fixed Income, Investment Writing, Product Specialist, Client Relationship..., Credit
Education
Hofstra University
MBA, Finance
Hofstra University
Bachelor of Arts (B.A.), History
David Wisneski David Wisneski's Weiss, Peck & Greer Experience 1998 - 2000
Job Professional Realtor at Baird & Warner
Industry Real Estate
Experience
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Gerard T Leen Gerard T Leen's Weiss, Peck & Greer Experience 1996 - 1998
Job
Industry Financial Services
Experience
55 Melrose Terrace Condo Association January 2015 - Present
Koi Syracuse LLC January 2012 - Present
GTL Properties LLC January 2006 - Present
Seix Investment Advisors LLC May 1998 - August 2014
Weiss, Peck & Greer 1996 - 1998
Morgen Grenfell Capital Management 1990 - 1996
Wertheim Schroder 1989 - 1990
Atalanta/Sosnoff Capital Management July 1987 - 1989
Skills
Fixed Income, Derivatives, Investments, Securities, Bonds, Bloomberg Terminal, Investment Properties, Finance, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Financial Services, Capital Markets, Investment Management, Retirement Planning, Retirement, Financial Advisory, Equities, Financial Planning, Financial Markets, Microsoft Excel, Management, Real Estate, Trading, Bloomberg, Banking, Microsoft Office, Accounting
Education
Adelphi University 1987 — 1991
MBA, Business Management/Finance
Adelphi University 1984 — 1987
BBA, Business Management/Finance
55 Melrose Terrace Condo Association January 2015 - Present
Koi Syracuse LLC January 2012 - Present
GTL Properties LLC January 2006 - Present
Seix Investment Advisors LLC May 1998 - August 2014
Weiss, Peck & Greer 1996 - 1998
Morgen Grenfell Capital Management 1990 - 1996
Wertheim Schroder 1989 - 1990
Atalanta/Sosnoff Capital Management July 1987 - 1989
Skills
Fixed Income, Derivatives, Investments, Securities, Bonds, Bloomberg Terminal, Investment Properties, Finance, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Financial Services, Capital Markets, Investment Management, Retirement Planning, Retirement, Financial Advisory, Equities, Financial Planning, Financial Markets, Microsoft Excel, Management, Real Estate, Trading, Bloomberg, Banking, Microsoft Office, Accounting
Education
Adelphi University 1987 — 1991
MBA, Business Management/Finance
Adelphi University 1984 — 1987
BBA, Business Management/Finance
Kimberly Purvis Kimberly Purvis's Weiss, Peck & Greer Experience June 1998 - October 2001
Job Managing Director | Certified Fraud Examiner (CFE)
Industry Financial Services
Experience
Cross Current Research, LLC March 2010 - Present
Deerfield Investment Management February 2003 - December 2004
Duquesne Capital Management 2001 - 2002
Weiss Peck & Greer June 1998 - October 2001
Skills
Financial Modeling, Strategic Planning, Equity Research, Forensic Accounting, Balance Sheet Analysis, Identification of Cash..., Earnings Shortfalls, Financial Analysis, Trend Analysis, Bankruptcy, Cash Flow Forecasting, Cash Flow Reporting, Valuation, Health Care Sector, Equity Research Analysis, SEC filings, Options Expertise, Profitability Tracking, Economic Forecasting, Stock Research, Stock Market Analysis, Stock Trading, Data Extraction, Predictive Modeling, Predictive Analytics, Option Hedge Development, Bloomberg Software, Prediction of Earnings..., Asset Managment, Portfolio Management, Hedge Funds, Certified Fraud Examiner, Investment Banking, Due Diligence, Mutual Funds, Asset Management, Capital Markets, Finance, Securities, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance with Minor in Accounting
University of Michigan School of Public Health
Master of Health Services Administration and Policy
University of Michigan
Bachelor of Science (B.S.), Natural Resources
Cross Current Research, LLC March 2010 - Present
Deerfield Investment Management February 2003 - December 2004
Duquesne Capital Management 2001 - 2002
Weiss Peck & Greer June 1998 - October 2001
Skills
Financial Modeling, Strategic Planning, Equity Research, Forensic Accounting, Balance Sheet Analysis, Identification of Cash..., Earnings Shortfalls, Financial Analysis, Trend Analysis, Bankruptcy, Cash Flow Forecasting, Cash Flow Reporting, Valuation, Health Care Sector, Equity Research Analysis, SEC filings, Options Expertise, Profitability Tracking, Economic Forecasting, Stock Research, Stock Market Analysis, Stock Trading, Data Extraction, Predictive Modeling, Predictive Analytics, Option Hedge Development, Bloomberg Software, Prediction of Earnings..., Asset Managment, Portfolio Management, Hedge Funds, Certified Fraud Examiner, Investment Banking, Due Diligence, Mutual Funds, Asset Management, Capital Markets, Finance, Securities, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance with Minor in Accounting
University of Michigan School of Public Health
Master of Health Services Administration and Policy
University of Michigan
Bachelor of Science (B.S.), Natural Resources
Ted Stolberg Ted Stolberg's Weiss, Peck & Greer Experience 1981 - 1993
Job Founder at Stolberg Equity Partners LLC
Industry Philanthropy
Experience
Beanstalk Foundation February 2008 - Present
Stolberg Equity Partners LLC 1994 - Present
Children's Seedling Fund 1997 - 2007
Weiss, Peck & Greer 1981 - 1993
First Boston Corporation 1972 - 1980
Education
Indiana University Graduate School of Business 1971 — 1973
Master of Business Administration (MBA), Finance
Baldwin-Wallace College 1967 — 1971
Bachelor's degree, Business Management
Beanstalk Foundation February 2008 - Present
Stolberg Equity Partners LLC 1994 - Present
Children's Seedling Fund 1997 - 2007
Weiss, Peck & Greer 1981 - 1993
First Boston Corporation 1972 - 1980
Education
Indiana University Graduate School of Business 1971 — 1973
Master of Business Administration (MBA), Finance
Baldwin-Wallace College 1967 — 1971
Bachelor's degree, Business Management
Gary Scheier Gary Scheier's Weiss, Peck & Greer Experience July 1991 - April 1997
Job CEO at QuietAgent Inc.
Industry Computer Software
Experience
QuietAgent September 2002 - Present
Telecom Wireless Solutions April 1997 - August 2002
Weiss, Peck & Greer July 1991 - April 1997
Skills
Venture Capital, Strategic Planning, Team Building, Operations Management, Negotiation
Education
Northwestern University 1976 — 1977
MA, Education
University at Buffalo 1968 — 1972
BA, Economics
QuietAgent September 2002 - Present
Telecom Wireless Solutions April 1997 - August 2002
Weiss, Peck & Greer July 1991 - April 1997
Skills
Venture Capital, Strategic Planning, Team Building, Operations Management, Negotiation
Education
Northwestern University 1976 — 1977
MA, Education
University at Buffalo 1968 — 1972
BA, Economics
James Lyman James Lyman's Weiss, Peck & Greer Experience 1995 - 2006
Job Managing Director Director of Muncipal Fixed Income Research at Neuberger Berman LLC
Industry Investment Management
Experience
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
Alan Swersky, CPA's Weiss, Peck & Greer Experience June 1998 - July 2001
Job Head of Finance at Schroders Investment Management North America Inc.
Industry Investment Management
Experience
Schroders Investment Management North America Inc. September 2014 - Present
Schroders NFC Commodities November 2012 - August 2014
Baruch College August 2012 - December 2012
Duff & Phelps, LLC January 2010 - May 2012
Olympia Capital Management, Inc July 2001 - January 2010
Weiss Peck & Greer June 1998 - July 2001
Goldstein Golub and Kessler 1996 - 1998
Skills
Operational Due..., Hedge Funds, Due Diligence, Alternative Investments, Fund Of Funds, Accounting, Hedge Accounting, Marketing Strategy, Networking, Business Development, Separately Managed..., Unified Managed Accounts, Teaching, Commodity, Asset Management, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance/Marketing
Muhlenberg College 1989 — 1993
BA, Accounting
Middletown HS South
Schroders Investment Management North America Inc. September 2014 - Present
Schroders NFC Commodities November 2012 - August 2014
Baruch College August 2012 - December 2012
Duff & Phelps, LLC January 2010 - May 2012
Olympia Capital Management, Inc July 2001 - January 2010
Weiss Peck & Greer June 1998 - July 2001
Goldstein Golub and Kessler 1996 - 1998
Skills
Operational Due..., Hedge Funds, Due Diligence, Alternative Investments, Fund Of Funds, Accounting, Hedge Accounting, Marketing Strategy, Networking, Business Development, Separately Managed..., Unified Managed Accounts, Teaching, Commodity, Asset Management, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance/Marketing
Muhlenberg College 1989 — 1993
BA, Accounting
Middletown HS South
David Byrket David Byrket's Weiss, Peck & Greer Experience June 1996 - February 2003
Job Managing Director at System Two Advisors
Industry Financial Services
Experience
System Two Advisors July 2011 - Present
BlackRock February 2003 - February 2010
Weiss, Peck & Greer June 1996 - February 2003
General Electric April 1995 - June 1996
General Electric February 1991 - April 1995
General Electric February 1989 - February 1991
General Electric June 1987 - February 1989
General Electric June 1985 - June 1987
Education
Duke University 1981 — 1985
Bachelor of Arts (B.A.), Psychology/Economics
System Two Advisors July 2011 - Present
BlackRock February 2003 - February 2010
Weiss, Peck & Greer June 1996 - February 2003
General Electric April 1995 - June 1996
General Electric February 1991 - April 1995
General Electric February 1989 - February 1991
General Electric June 1987 - February 1989
General Electric June 1985 - June 1987
Education
Duke University 1981 — 1985
Bachelor of Arts (B.A.), Psychology/Economics
Louis Nieves Louis Nieves's Weiss, Peck & Greer Experience November 1997 - June 1999
Job Residential Coordinator at Andrus Children's Center
Industry Financial Services
Experience
Andrus Children's Center October 2012 - Present
Andrus Children's Center June 2009 - October 2012
DTCC September 2007 - March 2009
Pequot Capital November 2006 - July 2007
Julia Dyckman Andrus Memorial April 2003 - December 2006
Parerto Partners December 2003 - November 2004
Salomon Smith Barney February 2000 - October 2001
Weiss, Peck & Greer November 1997 - June 1999
Weiss, Peck & Greer 1997 - 1999
Prudential Securities August 1991 - January 1996
Skills
Crisis Intervention, Equities, Settlement, Derivatives, Trading, Corporate Actions, Securities, Bonds, Back Office, Credit, Mutual Funds, Fixed Income, Prime Brokerage, Swaps, Access, Hedge Funds, Portfolio Management, Financial Reporting, Capital Markets
Education
New York Institute of Technology 2007 — 2009
MBA, Business Administration
Nyack College 1994 — 1998
BS, Management
Andrus Children's Center October 2012 - Present
Andrus Children's Center June 2009 - October 2012
DTCC September 2007 - March 2009
Pequot Capital November 2006 - July 2007
Julia Dyckman Andrus Memorial April 2003 - December 2006
Parerto Partners December 2003 - November 2004
Salomon Smith Barney February 2000 - October 2001
Weiss, Peck & Greer November 1997 - June 1999
Weiss, Peck & Greer 1997 - 1999
Prudential Securities August 1991 - January 1996
Skills
Crisis Intervention, Equities, Settlement, Derivatives, Trading, Corporate Actions, Securities, Bonds, Back Office, Credit, Mutual Funds, Fixed Income, Prime Brokerage, Swaps, Access, Hedge Funds, Portfolio Management, Financial Reporting, Capital Markets
Education
New York Institute of Technology 2007 — 2009
MBA, Business Administration
Nyack College 1994 — 1998
BS, Management
Nick Vicari Nick Vicari's Weiss, Peck & Greer Experience 1999 - 2000
Job Director of Technology
Industry Information Technology and Services
Experience
P. Schoenfeld Asset Management August 2007 - Present
Blue Ridge Capital February 2002 - August 2007
ABP Investments 2000 - 2002
Weiss, Peck & Greer 1999 - 2000
Soros Fund Management 1998 - 1999
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Disaster Recovery
Education
Rutgers University-New Brunswick 2005 — 2007
P. Schoenfeld Asset Management August 2007 - Present
Blue Ridge Capital February 2002 - August 2007
ABP Investments 2000 - 2002
Weiss, Peck & Greer 1999 - 2000
Soros Fund Management 1998 - 1999
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Disaster Recovery
Education
Rutgers University-New Brunswick 2005 — 2007
Tim Connelly's Weiss, Peck & Greer Experience 1993 - 2004
Job Account Manager, Ion Trading, Agency Trading and Processing Division
Industry Financial Services
Experience
ION Trading January 2015 - Present
Mixit, Inc. May 2007 - December 2014
Weiss, Peck & Greer 1993 - 2004
Kemper Clearing 1990 - 1993
Skills
Electronic Trading, Trading Systems, Options, Operations Management, Project Management, Product Management, Superior Client Service, Relationship Management, FIX, Back Office, Market Data, Securities, Risk Management, Hedge Funds, Trading, Settlement, Middle Office, Equities, Equities Technology, Financial Markets, Equity Derivatives, Commodity, Equity Trading, Series 7, Capital Markets, FX trading, Derivatives, FX Options, Series 63, ETFs, Fixed Income, FINRA, Proprietary Trading, Series 24, Prime Brokerage, Financial Services, Bloomberg, Trading Strategies, Alternative Investments, Market Making, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
Bachelor's degree, Economics
ION Trading January 2015 - Present
Mixit, Inc. May 2007 - December 2014
Weiss, Peck & Greer 1993 - 2004
Kemper Clearing 1990 - 1993
Skills
Electronic Trading, Trading Systems, Options, Operations Management, Project Management, Product Management, Superior Client Service, Relationship Management, FIX, Back Office, Market Data, Securities, Risk Management, Hedge Funds, Trading, Settlement, Middle Office, Equities, Equities Technology, Financial Markets, Equity Derivatives, Commodity, Equity Trading, Series 7, Capital Markets, FX trading, Derivatives, FX Options, Series 63, ETFs, Fixed Income, FINRA, Proprietary Trading, Series 24, Prime Brokerage, Financial Services, Bloomberg, Trading Strategies, Alternative Investments, Market Making, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
Bachelor's degree, Economics
Steve Pomerantz, Ph. D. Steve Pomerantz, Ph. D.'s Weiss, Peck & Greer Experience 1992 - 2000
Job Securities Litigation Expert
Industry Financial Services
Experience
Steve Pomerantz LLC January 2000 - Present
Weiss Peck & Greer 1992 - 2000
Nomura Securities 1990 - 1992
Citibank 1988 - 1990
Morgan Stanley 1987 - 1988
Bank of America 1986 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Statistics, Asset Managment, Expert Witness, Capital Markets, Investments, Asset Allocation, Securities, Valuation, Equities, Fund Of Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Markets, Quantitative Finance, Structured Products, Financial Analysis, Economics, Pensions, Finance, 401k, Retirement Planning, Investment Management, Options, ETFs, Bonds, Bloomberg, Private Equity, ALM, FINRA, Pension Funds, Defined Benefit, Equity Research, Credit Derivatives, Series 24, Equity Trading, Trading, Financial Services, Investment Banking, Prime Brokerage, Series 7
Education
University of California, Berkeley 1981 — 1986
PhD, Mathematics
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (BA), Mathematics
Steve Pomerantz LLC January 2000 - Present
Weiss Peck & Greer 1992 - 2000
Nomura Securities 1990 - 1992
Citibank 1988 - 1990
Morgan Stanley 1987 - 1988
Bank of America 1986 - 1986
Skills
Hedge Funds, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Statistics, Asset Managment, Expert Witness, Capital Markets, Investments, Asset Allocation, Securities, Valuation, Equities, Fund Of Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Markets, Quantitative Finance, Structured Products, Financial Analysis, Economics, Pensions, Finance, 401k, Retirement Planning, Investment Management, Options, ETFs, Bonds, Bloomberg, Private Equity, ALM, FINRA, Pension Funds, Defined Benefit, Equity Research, Credit Derivatives, Series 24, Equity Trading, Trading, Financial Services, Investment Banking, Prime Brokerage, Series 7
Education
University of California, Berkeley 1981 — 1986
PhD, Mathematics
City University of New York-Queens College 1977 — 1981
Bachelor of Arts (BA), Mathematics
Mathew Lazarus's Weiss, Peck & Greer Experience September 1999 - June 2003
Job Trader
Industry Financial Services
Experience
Red Hook Asset Management LLC January 2015 - Present
Lorem Ipsum Partners March 2014 - July 2014
First Eagle Investment Management December 2011 - January 2013
Conus Partners June 2003 - November 2011
Weiss, Peck & Greer September 1999 - June 2003
CIBC Oppenheimer August 1998 - September 1999
Skills
Budgets, Trading, Hedge Funds, Prime Brokerage, Operations Management, Accounting, Investments, Project Management, Microsoft Excel, Photoshop, C++, Fixed Income, Options, Team Building, Bloomberg, FINRA, Alternative Investments, Equities, Project Planning, Series 63, Asset Management, Securities, Asset Allocation, ETFs
Education
Tulane University - A.B. Freeman School of Business 1994 — 1998
Bachelor of Science, Finance
Mountain Lakes High School 1990 — 1994
Red Hook Asset Management LLC January 2015 - Present
Lorem Ipsum Partners March 2014 - July 2014
First Eagle Investment Management December 2011 - January 2013
Conus Partners June 2003 - November 2011
Weiss, Peck & Greer September 1999 - June 2003
CIBC Oppenheimer August 1998 - September 1999
Skills
Budgets, Trading, Hedge Funds, Prime Brokerage, Operations Management, Accounting, Investments, Project Management, Microsoft Excel, Photoshop, C++, Fixed Income, Options, Team Building, Bloomberg, FINRA, Alternative Investments, Equities, Project Planning, Series 63, Asset Management, Securities, Asset Allocation, ETFs
Education
Tulane University - A.B. Freeman School of Business 1994 — 1998
Bachelor of Science, Finance
Mountain Lakes High School 1990 — 1994
Tony Wilkins, CFA Tony Wilkins, CFA's Weiss, Peck & Greer Experience January 1993 - April 1996
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
A. John Moreno A. John Moreno's Weiss, Peck & Greer Experience January 1989 - 1994
Job Cyber Security DLP Operations
Industry Information Technology and Services
Experience
BNP Paribas - for Axelon Consulting December 2014 - Present
Johnson & Johnson for Pyramid Consulting January 2013 - May 2014
Oriental Tradiing Co. - consulting for Aureus Group September 2010 - November 2011
Panasonic North America June 2007 - November 2008
GAF Materials Corporation April 1998 - March 2007
Lenze Corporation December 1994 - 1998
WEISS PECK & GREER January 1989 - 1994
LYCEE FRANCAIS DE NEW YORK 1987 - 1989
Skills
Security, Information Security..., Disaster Recovery, Information Security, Network Security, Business Continuity, Networking, Enterprise Software, Servers, PCI DSS, Computer Security, IT Operations, Identity Management, Software Documentation, Unix, Information Technology, Management, SDLC, Leadership, Consulting, Compliance, Vendor Management, Databases, Outsourcing, Infrastructure, Project Management, Change Management, IT Management, PMP, COBIT, Qualys, IT Strategy, Vulnerability Management, Business Process, Enterprise Architecture, IT Service Management, Vulnerability Scanning, Sarbanes-Oxley Act, Governance, McAfee, Email DLP
Education
New York University
Information Systems, Application, and UNIX security, CISSP and CISA training
Vaughn College of Aeronautics and Technology
Computer Science
BNP Paribas - for Axelon Consulting December 2014 - Present
Johnson & Johnson for Pyramid Consulting January 2013 - May 2014
Oriental Tradiing Co. - consulting for Aureus Group September 2010 - November 2011
Panasonic North America June 2007 - November 2008
GAF Materials Corporation April 1998 - March 2007
Lenze Corporation December 1994 - 1998
WEISS PECK & GREER January 1989 - 1994
LYCEE FRANCAIS DE NEW YORK 1987 - 1989
Skills
Security, Information Security..., Disaster Recovery, Information Security, Network Security, Business Continuity, Networking, Enterprise Software, Servers, PCI DSS, Computer Security, IT Operations, Identity Management, Software Documentation, Unix, Information Technology, Management, SDLC, Leadership, Consulting, Compliance, Vendor Management, Databases, Outsourcing, Infrastructure, Project Management, Change Management, IT Management, PMP, COBIT, Qualys, IT Strategy, Vulnerability Management, Business Process, Enterprise Architecture, IT Service Management, Vulnerability Scanning, Sarbanes-Oxley Act, Governance, McAfee, Email DLP
Education
New York University
Information Systems, Application, and UNIX security, CISSP and CISA training
Vaughn College of Aeronautics and Technology
Computer Science
Michael Sakraida Michael Sakraida's Weiss, Peck & Greer Experience 1986 - 1997
Job Founder of FAN (Financial Advisor Network) & Consultant
Industry Financial Services
Experience
Financial Advisor Connection July 2014 - Present
Financial Advisor Network (FAN) February 2008 - Present
Coastal Associates, LLC May 2007 - Present
AssetMark Investment Services June 2005 - April 2007
MetLife 1998 - 1999
Portfolio Managment Consultants 1997 - 1998
Weiss, Peck & Greer 1986 - 1997
Drexel Burnham Lambert 1986 - 1986
Dreyfus 1981 - 1985
Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning
Education
State University of New York College at Oneonta 1978 — 1981
BA, Business/Economics & American History
Financial Advisor Connection July 2014 - Present
Financial Advisor Network (FAN) February 2008 - Present
Coastal Associates, LLC May 2007 - Present
AssetMark Investment Services June 2005 - April 2007
MetLife 1998 - 1999
Portfolio Managment Consultants 1997 - 1998
Weiss, Peck & Greer 1986 - 1997
Drexel Burnham Lambert 1986 - 1986
Dreyfus 1981 - 1985
Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning
Education
State University of New York College at Oneonta 1978 — 1981
BA, Business/Economics & American History
Ellie Hirschhorn's Weiss, Peck & Greer Experience 1988 - 1989
Job Chief Digital Officer | Chief Operating Officer | General Manager | Digital | Media | Internet
Industry Internet
Experience
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Dovid Gross's Weiss, Peck & Greer Experience November 2001 - February 2002
Job IT with Confidence | Project Manager | Program Management | IT Infrastructure Architect
Industry Information Technology and Services
Experience
Orange Business Services February 2009 - Present
Client projects @ Equant/Orange Business Services July 2005 - July 2015
Volunteer activities August 2005 - May 2015
Orange Business Services January 2007 - June 2014
Equant / Orange Business Services March 2005 - June 2009
DomBus March 1998 - April 2006
Doctors Without Borders/Medecins Sans Frontieres October 2003 - January 2006
Fujitsu February 2004 - July 2005
Weiss Peck & Greer November 2001 - February 2002
IT Planners 2000 - 2001
Skills
Project Management, Change Management, Microsoft Exchange, Integration, Management, Requirements Analysis, Program Management, Microsoft Excel, Personnel Management, Project Planning, Vendor Management, IT Management, IT Strategy, Customer Engagement, Security, Budgets, Disaster Recovery, CRM, ITIL, Cloud Computing, Business Analysis, Lotus Notes, Strategic Planning, System Administration, Data Center, SharePoint, Cisco Technologies, IT Service Management, Training, Telecommunications, Network Design, Enterprise Software, Wireless, Enterprise Architecture, Service Delivery, System Deployment, Managed Services, IEEE 802.11, 802.11n, Aruba Wireless, Data Privacy, Medical Records, Patient Privacy, HIPAA, EMS, Ambulance, Virtualization, VMware, Professional Services
Education
Brooklyn College (City University of New York) 1987 — 1995
Yeshiva Darchei Noam 1986 — 1988
New York Institute of Technology 1985 — 1986
Rabbinical Seminary of America 1983 — 1986
High School Dpiloma
Orange Business Services February 2009 - Present
Client projects @ Equant/Orange Business Services July 2005 - July 2015
Volunteer activities August 2005 - May 2015
Orange Business Services January 2007 - June 2014
Equant / Orange Business Services March 2005 - June 2009
DomBus March 1998 - April 2006
Doctors Without Borders/Medecins Sans Frontieres October 2003 - January 2006
Fujitsu February 2004 - July 2005
Weiss Peck & Greer November 2001 - February 2002
IT Planners 2000 - 2001
Skills
Project Management, Change Management, Microsoft Exchange, Integration, Management, Requirements Analysis, Program Management, Microsoft Excel, Personnel Management, Project Planning, Vendor Management, IT Management, IT Strategy, Customer Engagement, Security, Budgets, Disaster Recovery, CRM, ITIL, Cloud Computing, Business Analysis, Lotus Notes, Strategic Planning, System Administration, Data Center, SharePoint, Cisco Technologies, IT Service Management, Training, Telecommunications, Network Design, Enterprise Software, Wireless, Enterprise Architecture, Service Delivery, System Deployment, Managed Services, IEEE 802.11, 802.11n, Aruba Wireless, Data Privacy, Medical Records, Patient Privacy, HIPAA, EMS, Ambulance, Virtualization, VMware, Professional Services
Education
Brooklyn College (City University of New York) 1987 — 1995
Yeshiva Darchei Noam 1986 — 1988
New York Institute of Technology 1985 — 1986
Rabbinical Seminary of America 1983 — 1986
High School Dpiloma
Daniel Glickman's Weiss, Peck & Greer Experience May 1997 - July 1998
Job
Industry Investment Management
Experience
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
Elizabeth Tymczyszyn's Weiss, Peck & Greer Experience 1991 - 1993
Job PeopleSoft Technical Group at NYU Medical Center
Industry Information Technology and Services
Experience
NYU Medical Center August 2010 - Present
Appalachian Mountain Club 1999 - Present
Time Inc. March 1997 - August 2010
Oracle Corporation 1996 - 1997
Kenny Services Inc. 1994 - 1996
WFS Services 1993 - 1994
Weiss Peck & Greer 1991 - 1993
Chemical Bank 1989 - 1991
Citibank 1982 - 1989
Skills
Oracle, PeopleSoft, rdbms, solaris, unix, aix, Oracle Administration, PeopleTools, RDBMS, ERP, CRM, Unix, Solaris, Software Development, AIX, Integration, Databases, SDLC, Business Analysis, Financials, Business Intelligence
Education
New York University
BS, Computer Applications and Business
University of California, Irvine
NYU Medical Center August 2010 - Present
Appalachian Mountain Club 1999 - Present
Time Inc. March 1997 - August 2010
Oracle Corporation 1996 - 1997
Kenny Services Inc. 1994 - 1996
WFS Services 1993 - 1994
Weiss Peck & Greer 1991 - 1993
Chemical Bank 1989 - 1991
Citibank 1982 - 1989
Skills
Oracle, PeopleSoft, rdbms, solaris, unix, aix, Oracle Administration, PeopleTools, RDBMS, ERP, CRM, Unix, Solaris, Software Development, AIX, Integration, Databases, SDLC, Business Analysis, Financials, Business Intelligence
Education
New York University
BS, Computer Applications and Business
University of California, Irvine
John Savage's Weiss, Peck & Greer Experience 1981 - 1990
Job Managing Director at GrowthPoint Technology Partners LLC
Industry Investment Banking
Experience
GrowthPoint Technology Partners, LLC 2006 - Present
YMCA of Silicon Valley 2000 - Present
TheatreWorks 2006 - 2008
Alliant Partners/SVB Alliant June 1998 - September 2005
FileNet Corporation 1982 - 2005
Mattson Technology 1992 - 2001
Glenwood Capital Management 1990 - 1998
Weiss, Peck & Greer 1981 - 1990
Skills
Venture Capital, Mergers, Private Equity, Financial Modeling, Mergers & Acquisitions, Management, Corporate Development, Due Diligence, Start-ups, Entrepreneurship, Strategy, Acquisition Integration, Valuation, Corporate Finance, Strategic Partnerships, Strategic Planning
Education
Harvard Business School 1970 — 1972
MBA
Georgia Institute of Technology 1966 — 1970
BChE, Chemical Engineering
GrowthPoint Technology Partners, LLC 2006 - Present
YMCA of Silicon Valley 2000 - Present
TheatreWorks 2006 - 2008
Alliant Partners/SVB Alliant June 1998 - September 2005
FileNet Corporation 1982 - 2005
Mattson Technology 1992 - 2001
Glenwood Capital Management 1990 - 1998
Weiss, Peck & Greer 1981 - 1990
Skills
Venture Capital, Mergers, Private Equity, Financial Modeling, Mergers & Acquisitions, Management, Corporate Development, Due Diligence, Start-ups, Entrepreneurship, Strategy, Acquisition Integration, Valuation, Corporate Finance, Strategic Partnerships, Strategic Planning
Education
Harvard Business School 1970 — 1972
MBA
Georgia Institute of Technology 1966 — 1970
BChE, Chemical Engineering
Peyton Muldoon's Weiss, Peck & Greer Experience 1993 - 1996
Job Licensed SalespersonSotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty September 2011 - Present
Horizon Asset Management 2004 - 2008
Vantis Capital 2002 - 2003
Brown Brothers Harriman 1998 - 2001
Weiss Peck & Greer 1993 - 1996
Skills
Real Estate, Investments, Marketing, Negotiation
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Trinity College-Hartford 1988 — 1991
Sotheby's International Realty September 2011 - Present
Horizon Asset Management 2004 - 2008
Vantis Capital 2002 - 2003
Brown Brothers Harriman 1998 - 2001
Weiss Peck & Greer 1993 - 1996
Skills
Real Estate, Investments, Marketing, Negotiation
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Trinity College-Hartford 1988 — 1991
Pete Spartin's Weiss, Peck & Greer Experience 1999 - 2002
Job Investment Professional
Industry Investment Management
Experience
Resolute Capital (acq by Torray & Co) 2007 - 2011
Petri Holdings 2000 - 2011
ABN AMRO 2005 - 2007
John A. Levin & Co. 2002 - 2005
Weiss, Peck & Greer 1999 - 2002
Fiduciary Trust Company 1995 - 1998
ASB Capital Management 1985 - 1994
Skills
Asset Managment, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Management
Education
The Johns Hopkins University
Master's Degree, Carey School of Business
McDaniel College
Resolute Capital (acq by Torray & Co) 2007 - 2011
Petri Holdings 2000 - 2011
ABN AMRO 2005 - 2007
John A. Levin & Co. 2002 - 2005
Weiss, Peck & Greer 1999 - 2002
Fiduciary Trust Company 1995 - 1998
ASB Capital Management 1985 - 1994
Skills
Asset Managment, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Management
Education
The Johns Hopkins University
Master's Degree, Carey School of Business
McDaniel College
Donald Reid's Weiss, Peck & Greer Experience September 1991 - September 1996
Job Investment Management Consultant
Industry Investment Management
Experience
Ziegler Lotsoff Capital Management June 2011 - December 2013
Lotsoff Capital Management October 1997 - June 2011
Weiss Peck & Greer September 1991 - September 1996
University of South Alabama August 1990 - December 1991
The University of Georgia March 1986 - June 1990
University of Kentucky 1982 - 1986
Skills
Alternative Investments, Investments, Asset Allocation, Financial Modeling, Securities, Valuation, Investment Strategies, Portfolio Management, Finance, Asset Management, Equity Research, Investment Management, Investment Advisory
Education
University of Kentucky 1978 — 1981
Ph.D., Economics
The University of Georgia 1976 — 1978
M.S., Economics
Auburn University 1970 — 1974
B.S,, Agricultural Business and Economics
Ziegler Lotsoff Capital Management June 2011 - December 2013
Lotsoff Capital Management October 1997 - June 2011
Weiss Peck & Greer September 1991 - September 1996
University of South Alabama August 1990 - December 1991
The University of Georgia March 1986 - June 1990
University of Kentucky 1982 - 1986
Skills
Alternative Investments, Investments, Asset Allocation, Financial Modeling, Securities, Valuation, Investment Strategies, Portfolio Management, Finance, Asset Management, Equity Research, Investment Management, Investment Advisory
Education
University of Kentucky 1978 — 1981
Ph.D., Economics
The University of Georgia 1976 — 1978
M.S., Economics
Auburn University 1970 — 1974
B.S,, Agricultural Business and Economics
Arlen Oransky's Weiss, Peck & Greer Experience January 1990 - January 1997
Job Senior Vice President, Chief Membership & Programs Officer at The Money Management Institute
Industry Financial Services
Experience
The Money Management Institute 2003 - Present
Phoenix Investment Partners 2001 - 2002
The Gresham Company, LLC 2000 - 2001
TIAA-CREF January 1997 - January 2000
Weiss Peck & Greer January 1990 - January 1997
Education
Loyola College in Maryland
MA
Stony Brook University
Bachelor's degree
The Money Management Institute 2003 - Present
Phoenix Investment Partners 2001 - 2002
The Gresham Company, LLC 2000 - 2001
TIAA-CREF January 1997 - January 2000
Weiss Peck & Greer January 1990 - January 1997
Education
Loyola College in Maryland
MA
Stony Brook University
Bachelor's degree
Doug Melancon, M.D.'s Weiss, Peck & Greer Experience February 2000 - August 2001
Job Managing Director at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2004 - Present
Merlin Biomed August 2001 - January 2004
Weiss, Peck & Greer February 2000 - August 2001
Education
University of Pennsylvania School of Medicine 1990 — 1994
University of Illinois at Urbana-Champaign 1988 — 1990
MBA
University of Illinois at Urbana-Champaign 1985 — 1988
B.S., Bioengineering
Bishop McNamara 1981 — 1985
Advent Capital Management February 2004 - Present
Merlin Biomed August 2001 - January 2004
Weiss, Peck & Greer February 2000 - August 2001
Education
University of Pennsylvania School of Medicine 1990 — 1994
University of Illinois at Urbana-Champaign 1988 — 1990
MBA
University of Illinois at Urbana-Champaign 1985 — 1988
B.S., Bioengineering
Bishop McNamara 1981 — 1985
John Rogers's Weiss, Peck & Greer Experience 2000 - 2002
Job CFO/CCO at Palestra Capital Management LLC
Industry Investment Management
Experience
Palestra Capital Management LLC November 2011 - Present
Greenheart Capital Management, LLC January 2010 - January 2012
Casedy Consulting, LLC February 2009 - January 2010
Obrem Capital Management, LLC June 2007 - February 2009
Stadia Capital LLC June 2002 - April 2007
Weiss Peck & Greer 2000 - 2002
Ernst & Young March 1997 - May 2000
Alliance Capital Management May 1991 - March 1997
Skills
Alternative Investments, Portfolio Management, Investments, Mergers & Acquisitions, Investor Relations, Mutual Funds, Trading, Auditing, Emerging Markets, Fund Of Funds, Accounting, Start-ups, Financial Markets, Trading Systems, Tax, Crisis Management, Fund Administration, Hedge Funds
Education
State University of New York College at Oneonta 1984 — 1988
BS, Economics
Palestra Capital Management LLC November 2011 - Present
Greenheart Capital Management, LLC January 2010 - January 2012
Casedy Consulting, LLC February 2009 - January 2010
Obrem Capital Management, LLC June 2007 - February 2009
Stadia Capital LLC June 2002 - April 2007
Weiss Peck & Greer 2000 - 2002
Ernst & Young March 1997 - May 2000
Alliance Capital Management May 1991 - March 1997
Skills
Alternative Investments, Portfolio Management, Investments, Mergers & Acquisitions, Investor Relations, Mutual Funds, Trading, Auditing, Emerging Markets, Fund Of Funds, Accounting, Start-ups, Financial Markets, Trading Systems, Tax, Crisis Management, Fund Administration, Hedge Funds
Education
State University of New York College at Oneonta 1984 — 1988
BS, Economics
Max Lazard's Weiss, Peck & Greer Experience March 1992 - October 1993
Job Vice President at Wells Fargo FixedIncome Strategies
Industry Financial Services
Experience
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
Wells Fargo Fixed-Income Strategies September 2009 - Present
Evergreen Investments September 2001 - September 2009
Offitbank November 1993 - September 2001
Weiss Peck & Greer March 1992 - October 1993
Value Line June 1984 - December 1991
Skills
Portfolio Management, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Asset Managment, Equities
Education
Pace University 1980 — 1986
David Brosgol's Weiss, Peck & Greer Experience 2000 - 2005
Job General Counsel at Solus Alternative Asset Management
Industry Financial Services
Experience
Solus Alternative Asset Management April 2010 - Present
Trafelet & Company, LLC 2006 - April 2010
Weiss, Peck & Greer 2000 - 2005
Hogan & Hartson 1999 - 2000
Skills
Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Venture Capital, Capital Markets, Corporate Law, Equities, Securities Regulation, Securities, Investments, Fixed Income
Education
University of Virginia School of Law 1992 — 1995
JD
University of Essex 1990 — 1992
MA, Philosophy
Trinity College-Hartford 1986 — 1990
BA, Economics
Solus Alternative Asset Management April 2010 - Present
Trafelet & Company, LLC 2006 - April 2010
Weiss, Peck & Greer 2000 - 2005
Hogan & Hartson 1999 - 2000
Skills
Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Venture Capital, Capital Markets, Corporate Law, Equities, Securities Regulation, Securities, Investments, Fixed Income
Education
University of Virginia School of Law 1992 — 1995
JD
University of Essex 1990 — 1992
MA, Philosophy
Trinity College-Hartford 1986 — 1990
BA, Economics
Marlena Kaplan's Weiss, Peck & Greer Experience 1997 - 2005
Job Managing Director at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group April 2013 - Present
Cantor Fitzgerald December 2011 - April 2013
Cadogan Management November 2007 - December 2011
Baruch College 2006 - 2008
Onex May 2006 - November 2007
Moon Capital October 2005 - May 2006
Robeco Investment Management December 1997 - October 2005
Weiss, Peck & Greer 1997 - 2005
Morgan Stanley 2000 - 2000
First Chicago Trust Company April 1996 - December 1997
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Executive MBA
Hofstra University 1990 — 1994
BBA, Accounting & International Business
The Blackstone Group April 2013 - Present
Cantor Fitzgerald December 2011 - April 2013
Cadogan Management November 2007 - December 2011
Baruch College 2006 - 2008
Onex May 2006 - November 2007
Moon Capital October 2005 - May 2006
Robeco Investment Management December 1997 - October 2005
Weiss, Peck & Greer 1997 - 2005
Morgan Stanley 2000 - 2000
First Chicago Trust Company April 1996 - December 1997
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Executive MBA
Hofstra University 1990 — 1994
BBA, Accounting & International Business
Scott Brandewiede's Weiss, Peck & Greer Experience 1998 - 2003
Job Managing Director at Macquarie Group Limited
Industry Investment Banking
Experience
Macquarie Group Limited 2006 - Present
Pioneer Alternative Investments 2003 - 2005
Weiss, Peck & Greer 1998 - 2003
Salomon Brothers 1995 - 1998
Education
Randolph-Macon College 1986 — 1990
Bachelor of Arts, May 1990
Chartered Alternative Investment Analyst Association
Member Chartered Alternative Investment Analyst
Financial Industry Regulatory Authority, Inc.
Macquarie Group Limited 2006 - Present
Pioneer Alternative Investments 2003 - 2005
Weiss, Peck & Greer 1998 - 2003
Salomon Brothers 1995 - 1998
Education
Randolph-Macon College 1986 — 1990
Bachelor of Arts, May 1990
Chartered Alternative Investment Analyst Association
Member Chartered Alternative Investment Analyst
Financial Industry Regulatory Authority, Inc.
Albert Li, CISSP, PMP's Weiss, Peck & Greer Experience 1993 - 1994
Job Consultant
Industry Financial Services
Experience
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Kristian Lind's Weiss, Peck & Greer Experience 2002 - 2004
Job Senior Vice President, Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management February 2005 - April 2009
Weiss, Peck & Greer 2002 - 2004
Skills
Fixed Income Trading, Series 7, Mutual Funds, Bloomberg, Trading, Portfolio Management, Asset Management, Fixed Income, Investments, Bonds, Money Market, Municipal, Series 63, Series 53
Education
Purdue University 1997 — 2001
Neuberger Berman May 2009 - Present
Lehman Brothers Asset Management February 2005 - April 2009
Weiss, Peck & Greer 2002 - 2004
Skills
Fixed Income Trading, Series 7, Mutual Funds, Bloomberg, Trading, Portfolio Management, Asset Management, Fixed Income, Investments, Bonds, Money Market, Municipal, Series 63, Series 53
Education
Purdue University 1997 — 2001
John Wightkin's Weiss, Peck & Greer Experience August 1996 - August 1998
Job Director of Equity Research Applications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Joe Frazzitta's Weiss, Peck & Greer Experience 1975 - 1989
Job COO at Cougar Capital LLC
Industry Investment Management
Experience
COUGAR CAPITAL LLC January 2013 - Present
ORDER EXECUTION SERVICES August 2003 - September 2006
HERZOG HEINE GEDULD March 1996 - April 2003
GAMCO March 1991 - April 1996
WEISS PECK & GREER 1975 - 1989
LEWCO 1974 - 1981
Skills
Private Equity
Education
LIU Brooklyn 1968 — 1971
BS, ACCOUNTING
COUGAR CAPITAL LLC January 2013 - Present
ORDER EXECUTION SERVICES August 2003 - September 2006
HERZOG HEINE GEDULD March 1996 - April 2003
GAMCO March 1991 - April 1996
WEISS PECK & GREER 1975 - 1989
LEWCO 1974 - 1981
Skills
Private Equity
Education
LIU Brooklyn 1968 — 1971
BS, ACCOUNTING
Ray Porette's Weiss, Peck & Greer Experience 1989 - 1997
Job Vice President Bus OpsCOOnBoardingData at BlackRock
Industry Financial Services
Experience
BlackRock July 1998 - Present
BlackRock July 1998 - Present
Weiss, Peck & Greer 1989 - 1997
Weiss, Peck & Greer 1989 - 1996
Skills
Investments, Portfolio Management, Management, Risk Management, Financial Analysis, Banking, Equities, Finance, Financial Services, Leadership, Asset Management, Proposal Writing, Internal Audit, Operations Management, Alternative Investments
Education
Iona College 1982 — 1986
Bachelor’s Degree, Finance, General
Iona College 1982 — 1986
Bachelor's of Business Administration, Finance, General
BlackRock July 1998 - Present
BlackRock July 1998 - Present
Weiss, Peck & Greer 1989 - 1997
Weiss, Peck & Greer 1989 - 1996
Skills
Investments, Portfolio Management, Management, Risk Management, Financial Analysis, Banking, Equities, Finance, Financial Services, Leadership, Asset Management, Proposal Writing, Internal Audit, Operations Management, Alternative Investments
Education
Iona College 1982 — 1986
Bachelor’s Degree, Finance, General
Iona College 1982 — 1986
Bachelor's of Business Administration, Finance, General
Amy Corvillion's Weiss, Peck & Greer Experience May 1980 - March 1998
Job Owner, All About You Salon
Industry Individual & Family Services
Experience
All About You Salon April 2003 - Present
All About You Salon April 2003 - Present
Weiss, Peck & Greer May 1980 - March 1998
Skills
Hair Cutting, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Cosmetology, PowerPoint, Teaching, Fundraising, Hair Extensions, Waxing, Hair Care, Customer Service, Successful Business...
Education
Cosmetology & Spa Institute 1998 — 1999
Cosmetology
Robert Morris College 1979 — 1980
Administrative Assistant
All About You Salon April 2003 - Present
All About You Salon April 2003 - Present
Weiss, Peck & Greer May 1980 - March 1998
Skills
Hair Cutting, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Cosmetology, PowerPoint, Teaching, Fundraising, Hair Extensions, Waxing, Hair Care, Customer Service, Successful Business...
Education
Cosmetology & Spa Institute 1998 — 1999
Cosmetology
Robert Morris College 1979 — 1980
Administrative Assistant
Tricia Karr's Weiss, Peck & Greer Experience 1994 - 1999
Job
Industry Financial Services
Experience
Millennium Partners February 2013 - Present
Black Capital LLC December 2010 - February 2013
Ivy Asset Management January 2000 - September 2010
Weiss, Peck & Greer 1994 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Asset Allocation, Mutual Funds, Investment Management, Securities, Investor Relations
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Marketing & Communications
Villanova University 1988 — 1992
BS, Accounting
Millennium Partners February 2013 - Present
Black Capital LLC December 2010 - February 2013
Ivy Asset Management January 2000 - September 2010
Weiss, Peck & Greer 1994 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Asset Allocation, Mutual Funds, Investment Management, Securities, Investor Relations
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Marketing & Communications
Villanova University 1988 — 1992
BS, Accounting
Ronald Hoffner's Weiss, Peck & Greer Experience 1989 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Opus Capital 2005 - 2007
Weiss, Peck & Greer 1989 - 2004
Goldman Sachs 1981 - 1989
J. Aron & Company 1979 - 1981
Citibank 1976 - 1979
Education
City University of New York-Herbert H. Lehman College 1967 — 1972
ba
Opus Capital 2005 - 2007
Weiss, Peck & Greer 1989 - 2004
Goldman Sachs 1981 - 1989
J. Aron & Company 1979 - 1981
Citibank 1976 - 1979
Education
City University of New York-Herbert H. Lehman College 1967 — 1972
ba
Doreen Zanotelli's Weiss, Peck & Greer Experience 1991 - 1995
Job Managing Editor,Securities at Wolters Kluwer Law & Business
Industry Legal Services
Experience
Wolters Kluwer Law & Business July 2012 - Present
Wolters Kluwer November 2007 - July 2012
Wolters Kluwer November 2005 - November 2007
Gardner Carton & Douglas 1999 - 2001
Katten Muchin Rosenman LLP 1995 - 1997
Weiss, Peck & Greer 1991 - 1995
Weiss, Peck & Greer 1991 - 1995
US Securities and Exchange Commission 1989 - 1991
Skills
Publishing, Online Publishing, Content Management, Copy Editing, Publications, Proofreading, Editorial, Journals, Content Development, Editing, Fact-checking, Journalism, Web Content, Ebooks, Books, Text Editing, Content Strategy, Securities
Education
Fordham University School of Law 1983 — 1986
J.D., Law
University at Albany, SUNY 1979 — 1983
B.A., Communications
Wolters Kluwer Law & Business July 2012 - Present
Wolters Kluwer November 2007 - July 2012
Wolters Kluwer November 2005 - November 2007
Gardner Carton & Douglas 1999 - 2001
Katten Muchin Rosenman LLP 1995 - 1997
Weiss, Peck & Greer 1991 - 1995
Weiss, Peck & Greer 1991 - 1995
US Securities and Exchange Commission 1989 - 1991
Skills
Publishing, Online Publishing, Content Management, Copy Editing, Publications, Proofreading, Editorial, Journals, Content Development, Editing, Fact-checking, Journalism, Web Content, Ebooks, Books, Text Editing, Content Strategy, Securities
Education
Fordham University School of Law 1983 — 1986
J.D., Law
University at Albany, SUNY 1979 — 1983
B.A., Communications
Michael Sottile's Weiss, Peck & Greer Experience October 1999 - April 2000
Job Managing Director, Private Wealth Management Technology, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2000 - Present
Weiss, Peck & Greer October 1999 - April 2000
Prudential Investments August 1986 - October 1999
Skills
Alternative Investments, Asset Management, Private Equity, Investments, Financial Services, Valuation, Investment Management, Wealth Management, Hedge Funds, Middle Office, Market Data, Fixed Income, Equities, Trading Systems, Derivatives, Electronic Trading, Risk Management, Securities, Capital Markets, Investment Banking, Trading, SDLC, Portfolio Management, Bloomberg
Education
Seton Hall University 1982 — 1986
BA, Accounting
Goldman Sachs May 2000 - Present
Weiss, Peck & Greer October 1999 - April 2000
Prudential Investments August 1986 - October 1999
Skills
Alternative Investments, Asset Management, Private Equity, Investments, Financial Services, Valuation, Investment Management, Wealth Management, Hedge Funds, Middle Office, Market Data, Fixed Income, Equities, Trading Systems, Derivatives, Electronic Trading, Risk Management, Securities, Capital Markets, Investment Banking, Trading, SDLC, Portfolio Management, Bloomberg
Education
Seton Hall University 1982 — 1986
BA, Accounting
Randy Klein's Weiss, Peck & Greer Experience January 2002 - December 2004
Job COO Institutional Investor Networks
Industry Investment Management
Experience
Institutional Investor December 2014 - Present
GM Asset Management October 2010 - November 2014
Ivy Asset Management LLC January 2006 - September 2010
Smith Barney Alternative Investments December 2004 - December 2005
Weiss, Peck & Greer January 2002 - December 2004
Kings County District Attorneys Office October 1996 - December 2001
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Due Diligence, Asset Managment, Equities, Securities, Investment Management, Fixed Income, Investments, Series 7, Capital Markets, Corporate Governance, Mutual Funds, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investor Relations, Emerging Markets
Education
Brooklyn Law School 1993 — 1996
JD, Law
Penn State University 1989 — 1993
BS, Marketing/Speech Communication
Institutional Investor December 2014 - Present
GM Asset Management October 2010 - November 2014
Ivy Asset Management LLC January 2006 - September 2010
Smith Barney Alternative Investments December 2004 - December 2005
Weiss, Peck & Greer January 2002 - December 2004
Kings County District Attorneys Office October 1996 - December 2001
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Due Diligence, Asset Managment, Equities, Securities, Investment Management, Fixed Income, Investments, Series 7, Capital Markets, Corporate Governance, Mutual Funds, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investor Relations, Emerging Markets
Education
Brooklyn Law School 1993 — 1996
JD, Law
Penn State University 1989 — 1993
BS, Marketing/Speech Communication
Linda Zappala's Weiss, Peck & Greer Experience 1987 - 1991
Job Deputy Town Clerk at Town of Chester
Industry Government Administration
Experience
Town of Chester 2007 - Present
Weiss Peck & Greer 1987 - 1991
Ehrlich Bober 1979 - 1990
Education
Kingsborough Community College
Business/Corporate Communications
Town of Chester 2007 - Present
Weiss Peck & Greer 1987 - 1991
Ehrlich Bober 1979 - 1990
Education
Kingsborough Community College
Business/Corporate Communications
Philip Quirk's Weiss, Peck & Greer Experience January 2000 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
Harvey L. Katz's Weiss, Peck & Greer Experience 1990 - 1994
Job Retired Securities Analyst | Entreprenuer | Private Company Owner/CEO
Industry Investment Management
Experience
Other Experience 1997 - 2007
Bear Stearns & Co 1996 - 2000
Blackford Securities 1995 - 1996
Weiss, Peck & Greer 1990 - 1994
Salomon Brothers 1986 - 1990
Woolcott & Co.(Louis Nicoud & Associates) 1985 - 1986
DiGate Companies 1973 - 1984
Dowling & Company (Hermes Investments) 1971 - 1973
Other Experience 1968 - 1971
Skills
Security Analysis, Small Business..., Financial Analysis, Operations Management, Strategic Financial..., Special Situations
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Concentration in Finance
University of Pennsylvania 1962 — 1966
B.A., Economics
Other Experience 1997 - 2007
Bear Stearns & Co 1996 - 2000
Blackford Securities 1995 - 1996
Weiss, Peck & Greer 1990 - 1994
Salomon Brothers 1986 - 1990
Woolcott & Co.(Louis Nicoud & Associates) 1985 - 1986
DiGate Companies 1973 - 1984
Dowling & Company (Hermes Investments) 1971 - 1973
Other Experience 1968 - 1971
Skills
Security Analysis, Small Business..., Financial Analysis, Operations Management, Strategic Financial..., Special Situations
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Concentration in Finance
University of Pennsylvania 1962 — 1966
B.A., Economics
Steven Pires's Weiss, Peck & Greer Experience 1999 - 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
Penny Morlan's Weiss, Peck & Greer Experience September 1992 - October 1993
Job Assistant Controller at Austin Materials
Industry Accounting
Experience
Ramming Companies October 2013 - Present
Working with various companies February 2013 - September 2013
HumanConcepts, a Saba Company May 2011 - June 2012
Syar Industries February 2002 - November 2010
Think New Ideas January 1997 - June 2001
Weiss, Peck & Greer September 1992 - October 1993
Rx Plus October 1991 - August 1992
Helen Grace Chocolates July 1989 - June 1991
Taylor & Turner April 1986 - June 1989
Skills
Financial Reporting, Strategic Planning, Management, QuickBooks, Budgets, Accounting, Financial Statements, Finance, Leadership, Variance Analysis, Auditing, Mergers & Acquisitions, Process Improvement, Change Management
Education
University of San Francisco 1984 — 1989
MBA
San Francisco State University 1975 — 1977
BA cum laude
Ramming Companies October 2013 - Present
Working with various companies February 2013 - September 2013
HumanConcepts, a Saba Company May 2011 - June 2012
Syar Industries February 2002 - November 2010
Think New Ideas January 1997 - June 2001
Weiss, Peck & Greer September 1992 - October 1993
Rx Plus October 1991 - August 1992
Helen Grace Chocolates July 1989 - June 1991
Taylor & Turner April 1986 - June 1989
Skills
Financial Reporting, Strategic Planning, Management, QuickBooks, Budgets, Accounting, Financial Statements, Finance, Leadership, Variance Analysis, Auditing, Mergers & Acquisitions, Process Improvement, Change Management
Education
University of San Francisco 1984 — 1989
MBA
San Francisco State University 1975 — 1977
BA cum laude
Charles Schaffran's Weiss, Peck & Greer Experience September 1984 - March 1994
Job Founder and CEO at Syzygy Family Office
Industry Financial Services
Experience
Syzygy Family Office February 2005 - Present
Alliance Capital Management March 1994 - September 2003
Weiss, Peck & Greer September 1984 - March 1994
Schulte Roth & Zabel LLP January 1977 - August 1984
Willkie Farr & Gallagher LLP June 1975 - December 1976
Skills
Series 7, 8, 24, and 63..., Portfolio Management, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Investments, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Private Equity, Venture Capital
Education
Northwestern University School of Law 1972 — 1975
Doctor of Law (J.D.)
University of Rochester 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Syzygy Family Office February 2005 - Present
Alliance Capital Management March 1994 - September 2003
Weiss, Peck & Greer September 1984 - March 1994
Schulte Roth & Zabel LLP January 1977 - August 1984
Willkie Farr & Gallagher LLP June 1975 - December 1976
Skills
Series 7, 8, 24, and 63..., Portfolio Management, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Investments, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Private Equity, Venture Capital
Education
Northwestern University School of Law 1972 — 1975
Doctor of Law (J.D.)
University of Rochester 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Daniel Hoverman's Weiss, Peck & Greer Experience October 2001 - May 2003
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History