Wertheim Schroder
Description
Address: 787 7th Ave, New York, NY 10019 Phone: (212) 492-6840: Hours: Category: Website: : Place name: : : : : Category: Law firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wertheim Schroder & Co., Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Wertheim Schroder Employees
Employee
Years
Job
Industry
Mike Liebowitz Mike Liebowitz's Wertheim Schroder Experience August 1993 - 1995
Job Managing Director at Stifel Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Ivan Lustig Ivan Lustig's Wertheim Schroder Experience January 1989 - December 1999
Job Managing Director, MTN CAPITAL PARTNERS, Managing Partner, Dover Madison Capital Management
Industry Investment Management
Experience
Dover Madison Capital Management October 2012 - Present
MTN CAPITAL PARTNERS LLC January 2013 - Present
Museum of the Moving Image March 2000 - Present
Cornell University October 2012 - Present
Cornell University January 2008 - Present
Duff & Phelps January 2011 - March 2012
RBS Global Banking & Markets October 2007 - May 2010
ABN AMRO April 2001 - October 2007
ING Barings 1999 - 2001
Wertheim Schroder January 1989 - December 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Capital Markets, Mergers, Financial Structuring, Due Diligence, Venture Capital, Valuation, Equities, Restructuring, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 1981 — 1982
MBA, Finance
Cornell University 1980 — 1981
M. Engineering, Operations Research
Cornell University 1976 — 1980
BS, Operations Research & Industrial Engineering
Dover Madison Capital Management October 2012 - Present
MTN CAPITAL PARTNERS LLC January 2013 - Present
Museum of the Moving Image March 2000 - Present
Cornell University October 2012 - Present
Cornell University January 2008 - Present
Duff & Phelps January 2011 - March 2012
RBS Global Banking & Markets October 2007 - May 2010
ABN AMRO April 2001 - October 2007
ING Barings 1999 - 2001
Wertheim Schroder January 1989 - December 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Capital Markets, Mergers, Financial Structuring, Due Diligence, Venture Capital, Valuation, Equities, Restructuring, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 1981 — 1982
MBA, Finance
Cornell University 1980 — 1981
M. Engineering, Operations Research
Cornell University 1976 — 1980
BS, Operations Research & Industrial Engineering
Gerard T Leen's Wertheim Schroder Experience 1989 - 1990
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
Ann Ledva Ann Ledva's Wertheim Schroder Experience November 1984 - March 1988
Job Consultant
Industry Financial Services
Experience
Worth New York March 2012 - November 2012
Ledva Solutions July 2004 - March 2012
Credit Suisse First Boston August 1991 - July 2004
NatWest Bank March 1988 - August 1991
Wertheim Schroder November 1984 - March 1988
Skills
Entrepreneurship, Team Building, Time Management, Staff Development, Small Business, Leadership Development, Public Speaking, Strategic Planning, Coaching, Executive Coaching, Business Planning, Leadership, Marketing, Marketing Strategy, Training, Talent Management, Employee Benefits, Sales, Account Management, Personal Development, Negotiation, Social Networking, Forecasting, Project Management, Budgets, Strategy, Recruiting
Education
University of Delaware 1980 — 1984
Bachelor of Science
Worth New York March 2012 - November 2012
Ledva Solutions July 2004 - March 2012
Credit Suisse First Boston August 1991 - July 2004
NatWest Bank March 1988 - August 1991
Wertheim Schroder November 1984 - March 1988
Skills
Entrepreneurship, Team Building, Time Management, Staff Development, Small Business, Leadership Development, Public Speaking, Strategic Planning, Coaching, Executive Coaching, Business Planning, Leadership, Marketing, Marketing Strategy, Training, Talent Management, Employee Benefits, Sales, Account Management, Personal Development, Negotiation, Social Networking, Forecasting, Project Management, Budgets, Strategy, Recruiting
Education
University of Delaware 1980 — 1984
Bachelor of Science
Phillip Huber, CFA Phillip Huber, CFA's Wertheim Schroder Experience 1986 - 1988
Job Managing Director at The Hutchison Company
Industry Investment Banking
Experience
The Hutchison Company June 2008 - Present
McKinnon & Company 2004 - 2008
Sterne Agee & Leach, Inc 2000 - 2004
The Carson Medlin Company 1996 - 2000
NC Office of the Commissioner of Banks 1990 - 1996
Wertheim Schroder 1986 - 1988
Metropolitan Life Insurance Company 1982 - 1986
Skills
Capital Markets, Investment Banking, Securities, Banking, Mergers, Financial Institutions, Private Equity, Equities, Valuation, Portfolio Management, Investments, Corporate Finance, Fixed Income, Financial Modeling, Due Diligence, Asset Managment, Private Placements, Financial Analysis, Hedge Funds
Education
Duke University 1978 — 1982
AB, Economics
Arrowhead High School 1974 — 1978
The Hutchison Company June 2008 - Present
McKinnon & Company 2004 - 2008
Sterne Agee & Leach, Inc 2000 - 2004
The Carson Medlin Company 1996 - 2000
NC Office of the Commissioner of Banks 1990 - 1996
Wertheim Schroder 1986 - 1988
Metropolitan Life Insurance Company 1982 - 1986
Skills
Capital Markets, Investment Banking, Securities, Banking, Mergers, Financial Institutions, Private Equity, Equities, Valuation, Portfolio Management, Investments, Corporate Finance, Fixed Income, Financial Modeling, Due Diligence, Asset Managment, Private Placements, Financial Analysis, Hedge Funds
Education
Duke University 1978 — 1982
AB, Economics
Arrowhead High School 1974 — 1978
Tim A. Somers Tim A. Somers's Wertheim Schroder Experience 1994 - 1996
Job Managing Director Fixed Income
Industry Financial Services
Experience
AMI Asset Management Corp. July 2008 - Present
Financial Management Advisors, LLC 1994 - May 2008
Wertheim Schroder 1994 - 1996
SunAmerica 1992 - 1994
Skills
Credit Analysis, High Yield Bonds, Restructuring, Financial Modeling, Convertible Bonds, Bond Markets, Municipal Bonds, Economics, Fixed Income, Covenant Compliance, Portfolio Management, Portfolio Assessment, Creditors' Rights, Structured Finance, Capital Markets, Leveraged Finance, Credit, Investments, Equities, Valuation, Bloomberg, Bonds, Hedge Funds, Trading, Securities, Asset Allocation, High Yield, Alternative Investments, Private Equity, Investment Banking, Asset Management
Education
University of California, Los Angeles 2004 — 2008
Post-Graduate Studies
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
Loyola Marymount University 1989 — 1991
BBA, Business
Wasson High School - Colorado Springs, CO
AMI Asset Management Corp. July 2008 - Present
Financial Management Advisors, LLC 1994 - May 2008
Wertheim Schroder 1994 - 1996
SunAmerica 1992 - 1994
Skills
Credit Analysis, High Yield Bonds, Restructuring, Financial Modeling, Convertible Bonds, Bond Markets, Municipal Bonds, Economics, Fixed Income, Covenant Compliance, Portfolio Management, Portfolio Assessment, Creditors' Rights, Structured Finance, Capital Markets, Leveraged Finance, Credit, Investments, Equities, Valuation, Bloomberg, Bonds, Hedge Funds, Trading, Securities, Asset Allocation, High Yield, Alternative Investments, Private Equity, Investment Banking, Asset Management
Education
University of California, Los Angeles 2004 — 2008
Post-Graduate Studies
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
Loyola Marymount University 1989 — 1991
BBA, Business
Wasson High School - Colorado Springs, CO
Steve Squier Steve Squier's Wertheim Schroder Experience 1980 - 1988
Job President at Steve Squier Web Plumbing
Industry Computer Software
Experience
Steve Squier Web Plumbing 2006 - Present
The Chicago Corporation 1991 - 2003
Wertheim Schroder 1980 - 1988
Skills
Options, Trading, Team Building, Valuation, Financial Markets, Equity Trading
Education
College of DuPage 1990 — 1994
Certificate, Programming
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
Steve Squier Web Plumbing 2006 - Present
The Chicago Corporation 1991 - 2003
Wertheim Schroder 1980 - 1988
Skills
Options, Trading, Team Building, Valuation, Financial Markets, Equity Trading
Education
College of DuPage 1990 — 1994
Certificate, Programming
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
Martha Pomerantz Martha Pomerantz's Wertheim Schroder Experience 1986 - 1990
Job Partner, Investment Portfolio Manager | Advising High Net Worth Families on Portfolio Strategy
Industry Investment Management
Experience
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill December 1995 - September 2011
Wertheim Schroder 1986 - 1990
Centel Corporation 1981 - 1984
Skills
Investments, Asset Management, Portfolio Management, Investment Strategies, Wealth Management, Investment Management, Securities, Business Development, Alternative Investments, Mergers & Acquisitions, Strategic Financial..., Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, English
Miss Porter's School Farmington, CT
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill December 1995 - September 2011
Wertheim Schroder 1986 - 1990
Centel Corporation 1981 - 1984
Skills
Investments, Asset Management, Portfolio Management, Investment Strategies, Wealth Management, Investment Management, Securities, Business Development, Alternative Investments, Mergers & Acquisitions, Strategic Financial..., Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, English
Miss Porter's School Farmington, CT
Richard Rosenstein Richard Rosenstein's Wertheim Schroder Experience 1993 - 1995
Job CFO & CAO at SFX Entertainment
Industry Entertainment
Experience
SFX Entertainment, Inc. October 2012 - Present
Baron Capital June 2007 - September 2012
Keel Capital Management 2004 - 2007
Goldman Sachs 1995 - 2004
Wertheim Schroder 1993 - 1995
Grant Thornton LLP 1990 - 1993
GE Aerospace 1986 - 1988
Skills
Financial Modeling, Management, Valuation, Mergers, Hedge Funds, Equities, Capital Markets, Financial Analysis, Investments, Asset Management, Finance, Due Diligence, Strategy, Portfolio Management, Corporate Finance
Education
Columbia Business School 1988 — 1990
MBA, Finance, General
University of Pennsylvania 1982 — 1986
Bachelor of Arts (BA), Mathematics
SFX Entertainment, Inc. October 2012 - Present
Baron Capital June 2007 - September 2012
Keel Capital Management 2004 - 2007
Goldman Sachs 1995 - 2004
Wertheim Schroder 1993 - 1995
Grant Thornton LLP 1990 - 1993
GE Aerospace 1986 - 1988
Skills
Financial Modeling, Management, Valuation, Mergers, Hedge Funds, Equities, Capital Markets, Financial Analysis, Investments, Asset Management, Finance, Due Diligence, Strategy, Portfolio Management, Corporate Finance
Education
Columbia Business School 1988 — 1990
MBA, Finance, General
University of Pennsylvania 1982 — 1986
Bachelor of Arts (BA), Mathematics
Janet Rasmussen Janet Rasmussen's Wertheim Schroder Experience March 1990 - March 1993
Job Owner, Rasmussen Energy Advisors and Partner, Al Petrie Advisors
Industry Oil & Energy
Experience
Rasmussen Energy Advisors/Al Petrie Advisors April 2002 - Present
Merrill Lynch March 2001 - March 2002
Merrill Lynch March 1993 - March 2002
Wertheim Schroder March 1990 - March 1993
Drexel Burnham Lambert June 1984 - February 1990
Skills
Mergers & Acquisitions, Valuation, Equity Research, Bloomberg, Negotiation, Equities, Capital Markets, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Hedge Funds, Energy, Investments, Research, Project Management, Financial Services, Trading, Renewable Energy, Petroleum, Venture Capital, Private Equity, Due Diligence, Options
Education
Fordham University
B.A.
New York University
M.A.
Rasmussen Energy Advisors/Al Petrie Advisors April 2002 - Present
Merrill Lynch March 2001 - March 2002
Merrill Lynch March 1993 - March 2002
Wertheim Schroder March 1990 - March 1993
Drexel Burnham Lambert June 1984 - February 1990
Skills
Mergers & Acquisitions, Valuation, Equity Research, Bloomberg, Negotiation, Equities, Capital Markets, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Hedge Funds, Energy, Investments, Research, Project Management, Financial Services, Trading, Renewable Energy, Petroleum, Venture Capital, Private Equity, Due Diligence, Options
Education
Fordham University
B.A.
New York University
M.A.
Will Potter Will Potter's Wertheim Schroder Experience May 1992 - September 1994
Job Managing Director at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management February 2009 - Present
AG Asset Management (formerly ForstmannLeff) May 2002 - January 2009
ABN AMRO (formerly ING Barings and Furman-Selz) September 1997 - May 2002
Alex. Brown September 1994 - September 1997
Wertheim Schroder May 1992 - September 1994
Safeguard Scientifics December 1988 - May 1992
Chemical Bank New York 1984 - 1986
Manufacturers Hanover Trust 1982 - 1984
Skills
Portfolio Management, Equities, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Industrial Technologies, Management, Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Master of Business Administration (MBA), Finance and Marketing
Emory University 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Scarsdale High School 1974 — 1978
Palisade Capital Management February 2009 - Present
AG Asset Management (formerly ForstmannLeff) May 2002 - January 2009
ABN AMRO (formerly ING Barings and Furman-Selz) September 1997 - May 2002
Alex. Brown September 1994 - September 1997
Wertheim Schroder May 1992 - September 1994
Safeguard Scientifics December 1988 - May 1992
Chemical Bank New York 1984 - 1986
Manufacturers Hanover Trust 1982 - 1984
Skills
Portfolio Management, Equities, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Industrial Technologies, Management, Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1988
Master of Business Administration (MBA), Finance and Marketing
Emory University 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Scarsdale High School 1974 — 1978
Stephen Weisberg's Wertheim Schroder Experience 1993 - 1995
Job Senior Manager Business Unit Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Bank of America September 2009 - June 2014
Morgan Stanley November 2006 - May 2009
Morgan Stanley October 1995 - October 2006
Wertheim, Schroder 1993 - 1995
Oscar Gruss 1987 - 1991
Skills
Business Analysis, Corporate Finance, Management, Budgets, Finance, Project Management, Leadership, Requirements Analysis, Financial Forecasting, Financial Reporting, Reporting & Analysis, Cost Allocation, Software Project..., Finance Transformation, Total Cost of Ownership, IT Cost Optimization, Allocations, Technology Finance, IT Financial Management, Master Data Management, Procure to Pay, Banking, Risk Management, SDLC, Strategy
Education
Pace University - Lubin School of Business 1991 — 1993
MBA
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA
Chiron Training Center 2009 — 2009
Beach Channel High School 1980 — 1984
High School Diploma
TIAA-CREF June 2014 - Present
Bank of America September 2009 - June 2014
Morgan Stanley November 2006 - May 2009
Morgan Stanley October 1995 - October 2006
Wertheim, Schroder 1993 - 1995
Oscar Gruss 1987 - 1991
Skills
Business Analysis, Corporate Finance, Management, Budgets, Finance, Project Management, Leadership, Requirements Analysis, Financial Forecasting, Financial Reporting, Reporting & Analysis, Cost Allocation, Software Project..., Finance Transformation, Total Cost of Ownership, IT Cost Optimization, Allocations, Technology Finance, IT Financial Management, Master Data Management, Procure to Pay, Banking, Risk Management, SDLC, Strategy
Education
Pace University - Lubin School of Business 1991 — 1993
MBA
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA
Chiron Training Center 2009 — 2009
Beach Channel High School 1980 — 1984
High School Diploma
Nancy Eichorn's Wertheim Schroder Experience 1986 - 1987
Job Relationship Management
Industry Financial Services
Experience
Analec North America October 2013 - November 2014
SpeedRoute Execution Services December 2012 - September 2013
National Stock Exchange 2012 - September 2012
CBOE Stock Exchange March 2007 - September 2012
Bear Stearns & Co., Inc. 2006 - 2007
The NASDAQ Stock Market 1999 - 2005
NASD/Nasdaq 1992 - 1999
Fidelity National Financial 1990 - 1991
Financial Relations Board 1988 - 1990
Wertheim Schroder 1986 - 1987
Skills
Stock Exchange, Market Structure, Electronic Trading, Trading Systems, Equity Trading, Market Data, Low Latency, Market Making, Equity Derivatives, Equities, ETFs, Securities, Options, Financial Markets, a, Alternative Trading..., Smart Routers, Derivatives, Investment Banking, Investments, Electronic Trading..., Fixed Income, Exchange Connectivity, FINRA, Asset Management, Proprietary Trading, Hedge Funds, Trading Strategies, Series 24
Education
Fordham University
Economics
Analec North America October 2013 - November 2014
SpeedRoute Execution Services December 2012 - September 2013
National Stock Exchange 2012 - September 2012
CBOE Stock Exchange March 2007 - September 2012
Bear Stearns & Co., Inc. 2006 - 2007
The NASDAQ Stock Market 1999 - 2005
NASD/Nasdaq 1992 - 1999
Fidelity National Financial 1990 - 1991
Financial Relations Board 1988 - 1990
Wertheim Schroder 1986 - 1987
Skills
Stock Exchange, Market Structure, Electronic Trading, Trading Systems, Equity Trading, Market Data, Low Latency, Market Making, Equity Derivatives, Equities, ETFs, Securities, Options, Financial Markets, a, Alternative Trading..., Smart Routers, Derivatives, Investment Banking, Investments, Electronic Trading..., Fixed Income, Exchange Connectivity, FINRA, Asset Management, Proprietary Trading, Hedge Funds, Trading Strategies, Series 24
Education
Fordham University
Economics
Ed Loeb's Wertheim Schroder Experience June 1986 - June 1988
Job Investments
Industry Investment Management
Experience
Harris Associates June 1989 - June 2015
Wertheim Schroder June 1986 - June 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Management, Hedge Funds, Alternative Investments, Mutual Funds, Financial Modeling, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Accounting and Finance
Princeton University 1982 — 1986
Bachelor’s Degree, Economics
Harris Associates June 1989 - June 2015
Wertheim Schroder June 1986 - June 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Management, Hedge Funds, Alternative Investments, Mutual Funds, Financial Modeling, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Accounting and Finance
Princeton University 1982 — 1986
Bachelor’s Degree, Economics
Paul Vasilopoulos's Wertheim Schroder Experience August 1994 - June 1997
Job Global Head of Communications and Cloud Investment banking at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2012 - Present
Bank Street Group November 2009 - May 2012
Deutsche Bank February 2002 - November 2009
Morgan Stanley April 2000 - January 2002
Bear, Stearns & Co. Inc. June 1997 - April 2000
Wertheim Schroder August 1994 - June 1997
AT&T Bell Labs June 1988 - August 1992
Skills
Mergers, Investment Banking, Capital Markets, Corporate Development, Private Equity, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling, Start-ups, Leveraged Finance, Investor Relations, Business Strategy, Emerging Markets, Due Diligence, Telecommunications, Equities, LBO, Structured Finance, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of California, Berkeley 1989 — 1990
MS, Electrical Engineering
Massachusetts Institute of Technology 1984 — 1988
BS, Electric Engineering
Oppenheimer & Co. Inc. May 2012 - Present
Bank Street Group November 2009 - May 2012
Deutsche Bank February 2002 - November 2009
Morgan Stanley April 2000 - January 2002
Bear, Stearns & Co. Inc. June 1997 - April 2000
Wertheim Schroder August 1994 - June 1997
AT&T Bell Labs June 1988 - August 1992
Skills
Mergers, Investment Banking, Capital Markets, Corporate Development, Private Equity, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling, Start-ups, Leveraged Finance, Investor Relations, Business Strategy, Emerging Markets, Due Diligence, Telecommunications, Equities, LBO, Structured Finance, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of California, Berkeley 1989 — 1990
MS, Electrical Engineering
Massachusetts Institute of Technology 1984 — 1988
BS, Electric Engineering
Richard Oh's Wertheim Schroder Experience 1993 - 1995
Job Partner at Rockdale Partners
Industry Investment Banking
Experience
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Ian Gewirtz's Wertheim Schroder Experience 1993 - 1993
Job Executive Recruiter at High Water Staffing
Industry Financial Services
Experience
High Water Staffing September 2015 - Present
Canda Capital March 2003 - August 2011
Loeb Partners March 1996 - March 2003
BEA Associates January 1995 - March 1996
Wertheim Schroder 1993 - 1993
Skills
Securities, Equities, Option Valuation, Capital Markets, Options, Financial Analysis, Investments, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management
Education
Cornell University 1990 — 1994
BS
High Water Staffing September 2015 - Present
Canda Capital March 2003 - August 2011
Loeb Partners March 1996 - March 2003
BEA Associates January 1995 - March 1996
Wertheim Schroder 1993 - 1993
Skills
Securities, Equities, Option Valuation, Capital Markets, Options, Financial Analysis, Investments, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management
Education
Cornell University 1990 — 1994
BS
Christopher Fillo's Wertheim Schroder Experience 1993 - 1997
Job Executive Vice President at Main Street Advisors, Inc.
Industry Investment Management
Experience
Main Street Advisors, Inc. February 1997 - Present
Schroder Wertheim July 1993 - February 1997
Wertheim Schroder 1993 - 1997
Security Pacific Bank 1988 - 1990
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
Masters of Business Administration, Finance
Cornell University 1982 — 1986
B.A., Government, Economics
Princeton High School 1978 — 1982
Main Street Advisors, Inc. February 1997 - Present
Schroder Wertheim July 1993 - February 1997
Wertheim Schroder 1993 - 1997
Security Pacific Bank 1988 - 1990
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
Masters of Business Administration, Finance
Cornell University 1982 — 1986
B.A., Government, Economics
Princeton High School 1978 — 1982
Patrick Marston's Wertheim Schroder Experience 1995 - 1996
Job Owner, Optimal Outcomes, LLC
Industry Real Estate
Experience
Optimal Outcomes, LLC Associate DirectorWestsphere Capital1996 - 1997
Wertheim Schroder 1995 - 1996
Bank of Boston 1990 - 1994
Skills
Marketing, Real Estate, New Business Development, Strategic Planning, Renovation, Contract Negotiation, Negotiation, Construction, Sales Management, Team Building, Business Development
Education
Boston University 1986 — 1990
Finance & Int'l Management
American School in London 1980 — 1986
Optimal Outcomes, LLC Associate DirectorWestsphere Capital1996 - 1997
Wertheim Schroder 1995 - 1996
Bank of Boston 1990 - 1994
Skills
Marketing, Real Estate, New Business Development, Strategic Planning, Renovation, Contract Negotiation, Negotiation, Construction, Sales Management, Team Building, Business Development
Education
Boston University 1986 — 1990
Finance & Int'l Management
American School in London 1980 — 1986
Deirdre McMullan's Wertheim Schroder Experience 1987 - 1991
Job BlackRock
Industry Investment Management
Experience
BlackRock July 2012 - Present
J.P. Morgan October 2010 - July 2012
Allianz Global Investor - Oppenheimer Capital February 1991 - August 2010
Wertheim Schroder 1987 - 1991
Skills
Asset Management, Accounting, Financial Analysis, Financial Accounting, Compliance, Research, Budgeting, Quickbooks, Excel, Outlook, PowerPoint, Microsoft Office, Word, Event Planning, Equities, Asset Managment, Process Improvement, Change Management, Microsoft Excel, Budgets, Auditing, Financial Services, Financial Modeling, Time Management, Hedge Funds, Investments, Bloomberg, QuickBooks, Microsoft Word
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Economics
Hofstra University
BlackRock July 2012 - Present
J.P. Morgan October 2010 - July 2012
Allianz Global Investor - Oppenheimer Capital February 1991 - August 2010
Wertheim Schroder 1987 - 1991
Skills
Asset Management, Accounting, Financial Analysis, Financial Accounting, Compliance, Research, Budgeting, Quickbooks, Excel, Outlook, PowerPoint, Microsoft Office, Word, Event Planning, Equities, Asset Managment, Process Improvement, Change Management, Microsoft Excel, Budgets, Auditing, Financial Services, Financial Modeling, Time Management, Hedge Funds, Investments, Bloomberg, QuickBooks, Microsoft Word
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Economics
Hofstra University
Fred Horan's Wertheim Schroder Experience 1990 - 1995
Job Cash Equities Ticonderoga Securities
Industry Financial Services
Experience
Ticonderoga Securities October 1995 - Present
Reynders Gray 1995 - 2009
Wertheim Schroder 1990 - 1995
Wagner Stott 1982 - 1995
Education
Lynchburg College 1978 — 1982
BA, Economics
Newark Academy 1971 — 1978
high school
Newark Academy 1970 — 1978
Ticonderoga Securities October 1995 - Present
Reynders Gray 1995 - 2009
Wertheim Schroder 1990 - 1995
Wagner Stott 1982 - 1995
Education
Lynchburg College 1978 — 1982
BA, Economics
Newark Academy 1971 — 1978
high school
Newark Academy 1970 — 1978
Nancy Kail's Wertheim Schroder Experience 1989 - 1995
Job Nonprofit Leadership, Management and Governance
Industry Nonprofit Organization Management
Experience
Lauder Institute of Management & International Studies at the University of Pennsylvania June 2015 - Present
Saving the Next Generation Foundation June 2014 - Present
Board of Education, Greenwich CT November 2009 - November 2013
Brown Alumni Association July 2009 - June 2011
Greenwich Alliance for Education September 2005 - June 2009
Wertheim Schroder 1989 - 1995
Skills
Public Speaking, Fundraising, Strategic Planning, Research, Non-profits, Program Management, Nonprofits, Entrepreneurship, Strategy, Management Consulting, Business Strategy, Leadership, Strategic Public..., Start-ups, Business Planning, Leadership Development, Mergers & Acquisitions, Management
Education
University of Pennsylvania - The Lauder Institute 1987 — 1989
MBA/MA, Wharton/School of Arts and Sciences, Finance/Int'l Studies w Latin America focus
Brown University 1980 — 1984
BA, International Relations
Lauder Institute of Management & International Studies at the University of Pennsylvania June 2015 - Present
Saving the Next Generation Foundation June 2014 - Present
Board of Education, Greenwich CT November 2009 - November 2013
Brown Alumni Association July 2009 - June 2011
Greenwich Alliance for Education September 2005 - June 2009
Wertheim Schroder 1989 - 1995
Skills
Public Speaking, Fundraising, Strategic Planning, Research, Non-profits, Program Management, Nonprofits, Entrepreneurship, Strategy, Management Consulting, Business Strategy, Leadership, Strategic Public..., Start-ups, Business Planning, Leadership Development, Mergers & Acquisitions, Management
Education
University of Pennsylvania - The Lauder Institute 1987 — 1989
MBA/MA, Wharton/School of Arts and Sciences, Finance/Int'l Studies w Latin America focus
Brown University 1980 — 1984
BA, International Relations
James (Jim) Ballan's Wertheim Schroder Experience August 1989 - June 1991
Job SVP, Investor Relations and Capital Markets at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Amil Schiaffino's Wertheim Schroder Experience 1988 - 1996
Job Managing Director at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Bonita Austin's Wertheim Schroder Experience May 1987 - January 1992
Job Associate Professor Strategy Asst. Department Chair Entrepreneurship & Strategy
Industry Higher Education
Experience
University of Utah August 2008 - Present
University of Utah June 2012 - June 2015
University of Utah August 2008 - June 2011
Bella Research Inc April 1996 - August 2008
Prudential Securities 1994 - 1996
Lehman Brothers January 1992 - April 1994
Wertheim Schroder May 1987 - January 1992
Kimberly-Clark 1986 - 1987
Skills
Venture Capital, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Analysis, Analytics, Professional Mentoring, Market Research, Authenticity, Entrepreneurship, Strategy, Leadership, University Teaching, Portfolio Management, Management, Forecasting, Financial Reporting, Valuation, Competitive Analysis, Corporate Finance, Business Strategy, Budgets, Finance, Business Planning, Start-ups, Economics, Managerial Finance, Business Analysis, Investments, Due Diligence, Consulting
Education
University of Alabama 1984 — 1986
MBA, Finance
Troy University 1981 — 1984
BS, Math, Economics (Business Admin)
University of Utah - David Eccles School of Business
University of Utah August 2008 - Present
University of Utah June 2012 - June 2015
University of Utah August 2008 - June 2011
Bella Research Inc April 1996 - August 2008
Prudential Securities 1994 - 1996
Lehman Brothers January 1992 - April 1994
Wertheim Schroder May 1987 - January 1992
Kimberly-Clark 1986 - 1987
Skills
Venture Capital, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Analysis, Analytics, Professional Mentoring, Market Research, Authenticity, Entrepreneurship, Strategy, Leadership, University Teaching, Portfolio Management, Management, Forecasting, Financial Reporting, Valuation, Competitive Analysis, Corporate Finance, Business Strategy, Budgets, Finance, Business Planning, Start-ups, Economics, Managerial Finance, Business Analysis, Investments, Due Diligence, Consulting
Education
University of Alabama 1984 — 1986
MBA, Finance
Troy University 1981 — 1984
BS, Math, Economics (Business Admin)
University of Utah - David Eccles School of Business
Jonathan Nathanson's Wertheim Schroder Experience 1989 - 1996
Job Senior Vice President Corporate Development at Boardwalk Pipeline Partners, LP
Industry Oil & Energy
Experience
Boardwalk Pipeline Partners, LP February 2011 - Present
Loews Corporation May 2001 - February 2011
Citigroup 1996 - 2001
Salomon Smith Barney 1996 - 2001
Wertheim Schroder 1989 - 1996
Judge Laurence H. Silberman, U.S. Court of Appeals for the D.C. Circuit 1985 - 1986
Skills
Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 1988 — 1989
M.B.A., Finance
Harvard Law School 1982 — 1985
J.D.
University of Pennsylvania 1979 — 1982
B.A., International Relations
Boardwalk Pipeline Partners, LP February 2011 - Present
Loews Corporation May 2001 - February 2011
Citigroup 1996 - 2001
Salomon Smith Barney 1996 - 2001
Wertheim Schroder 1989 - 1996
Judge Laurence H. Silberman, U.S. Court of Appeals for the D.C. Circuit 1985 - 1986
Skills
Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 1988 — 1989
M.B.A., Finance
Harvard Law School 1982 — 1985
J.D.
University of Pennsylvania 1979 — 1982
B.A., International Relations
Courtney Lisecki CFP's Wertheim Schroder Experience 1989 - 2000
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
Wertheim Schroder 1989 - 2000
Trevor Stewart Burton and Jacobsen 1988 - 1989
Education
College for Financial Planning 1994 — 1996
CFP
Muhlenberg College 1984 — 1988
BA, Business administration
Ramapo HS
Morgan Stanley May 2000 - Present
Wertheim Schroder 1989 - 2000
Trevor Stewart Burton and Jacobsen 1988 - 1989
Education
College for Financial Planning 1994 — 1996
CFP
Muhlenberg College 1984 — 1988
BA, Business administration
Ramapo HS