West Capital Management
Industry: Company
DescriptionFounded: 1994 Parent organization: WSFS Financial Corporation
West Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at West Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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West Capital Management Employees
Employee
Years
Job
Industry
Pratyusha Gupta Pratyusha Gupta's West Capital Management Experience February 2013 - May 2013
Job Summer Analyst at Silver Lake
Industry Investment Management
Experience
Silver Lake May 2015 - July 2015
Global Platinum Securities April 2014 - April 2015
Whale Rock Capital Management June 2014 - January 2015
CB Insights May 2013 - August 2013
Learnerator Education February 2013 - June 2013
West Capital Management February 2013 - May 2013
Skills
Leadership, Public Speaking, Data Analysis, Java, Investments, Research, Business Development, Program Management, Entrepreneurship, Web Development
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Computer Science
Caeasr Rodney High School 2008 — 2012
Silver Lake May 2015 - July 2015
Global Platinum Securities April 2014 - April 2015
Whale Rock Capital Management June 2014 - January 2015
CB Insights May 2013 - August 2013
Learnerator Education February 2013 - June 2013
West Capital Management February 2013 - May 2013
Skills
Leadership, Public Speaking, Data Analysis, Java, Investments, Research, Business Development, Program Management, Entrepreneurship, Web Development
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Computer Science
Caeasr Rodney High School 2008 — 2012
Sam Greenough CFP® Sam Greenough CFP®'s West Capital Management Experience October 2013 - February 2014
Job Supervisor at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Edward McGuire Edward McGuire's West Capital Management Experience March 2015 - Present
Job Director of Operations
Industry Investment Management
Experience
West Capital Management March 2015 - Present
SEI April 2012 - Present
SEI March 2011 - March 2012
SEI February 2008 - March 2011
SEI January 2005 - February 2008
Skills
Operations Management, Training, Management, Risk Management, Mutual Funds, Program Management, Team Management, Strategy, Project Management, Trust Operations, Securities, Trading
Education
University of Pittsburgh 1999 — 2004
B.A, Politics and Philosophy
Abington Heights High School
West Capital Management March 2015 - Present
SEI April 2012 - Present
SEI March 2011 - March 2012
SEI February 2008 - March 2011
SEI January 2005 - February 2008
Skills
Operations Management, Training, Management, Risk Management, Mutual Funds, Program Management, Team Management, Strategy, Project Management, Trust Operations, Securities, Trading
Education
University of Pittsburgh 1999 — 2004
B.A, Politics and Philosophy
Abington Heights High School
Colin Roth Colin Roth's West Capital Management Experience May 2011 - April 2014
Job Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Bernstein Global Wealth Management April 2014 - Present
West Capital Management May 2011 - April 2014
West Capital Management February 2010 - May 2011
Merrill Lynch June 2007 - August 2007
Damon Topham & Company June 2006 - August 2006
Skills
Superior Client Service, Financial Services, Investment Advisory, Project Management, Business Development, Microsoft Excel, Data Analysis, Asset Managment, PowerPoint, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
Bryant University Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Finance
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
New York University SCPS
Certified Financial Planner (CFP®) Eduation, Financial Planning
Raechal Halpern Raechal Halpern's West Capital Management Experience 2012 - February 2013
Job Tenant Coordination at PREIT
Industry Real Estate
Experience
PREIT February 2013 - August 2015
West Capital Management 2012 - February 2013
Ditnes & Marcus LLC January 2010 - January 2011
Harry Waber Insurance January 2003 - January 2007
Skills
Real Estate Transactions, Investment Properties, Editing, Retirement Planning, Marketing Communications, Microsoft Office, Event Planning, Charity Work, Office Organizing, CRM databases, 401k, Networking Strategy, Microsoft Excel, Sales, Management, Tenant, Shopping Centers, System Administration, Executive..., Concur, Access, Accounting, Asset Management, Budgets, Human Resources, Invoicing, Leases, PowerPoint, Real Estate License, Outlook, Contract Negotiation
Education
Temple University
Early Childhood Education
PREIT February 2013 - August 2015
West Capital Management 2012 - February 2013
Ditnes & Marcus LLC January 2010 - January 2011
Harry Waber Insurance January 2003 - January 2007
Skills
Real Estate Transactions, Investment Properties, Editing, Retirement Planning, Marketing Communications, Microsoft Office, Event Planning, Charity Work, Office Organizing, CRM databases, 401k, Networking Strategy, Microsoft Excel, Sales, Management, Tenant, Shopping Centers, System Administration, Executive..., Concur, Access, Accounting, Asset Management, Budgets, Human Resources, Invoicing, Leases, PowerPoint, Real Estate License, Outlook, Contract Negotiation
Education
Temple University
Early Childhood Education
Max Morant Max Morant's West Capital Management Experience June 2014 - August 2014
Job Intern at Bronner
Industry
Experience
Bronner May 2015 - Present
University of Pennsylvania September 2011 - Present
West Capital Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Ipreo June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, C, Python, OCaml, Microsoft Excel, Public Speaking, Matlab, Microsoft Word, CRM, Bloomberg Terminal, Microsoft SQL Server, VBA, SQL, Teamwork, Critical Thinking, Problem Solving, Valuation, Comps, Stock Picking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering, Computer Science
OpenDoor
Inside an Investment Bank (Sponsored by Bank of America), Finance, General
Bronner May 2015 - Present
University of Pennsylvania September 2011 - Present
West Capital Management June 2014 - August 2014
Ipreo June 2013 - August 2013
Ipreo June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, C, Python, OCaml, Microsoft Excel, Public Speaking, Matlab, Microsoft Word, CRM, Bloomberg Terminal, Microsoft SQL Server, VBA, SQL, Teamwork, Critical Thinking, Problem Solving, Valuation, Comps, Stock Picking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering, Computer Science
OpenDoor
Inside an Investment Bank (Sponsored by Bank of America), Finance, General
Sarah Smith Sarah Smith's West Capital Management Experience October 2009 - August 2011
Job Associate at The Atlantic Group
Industry Financial Services
Experience
The Atlantic Group May 2014 - Present
MacAndrews & Forbes September 2013 - March 2014
Apollo Global Management LLC August 2011 - September 2013
West Capital Management October 2009 - August 2011
Stone Tower Capital LLC September 2007 - April 2009
Northwestern Mutual Financial Network October 2006 - July 2007
Citigroup, Citicorp Investment Services June 2005 - August 2005
Skills
Equities, Bloomberg, Portfolio Management, Investments, Securities, Trading, Bonds, Credit, Accounting, Banking, Financial Services, Series 63, Strategy, Hedge Funds, Finance
Education
University of Delaware 2002 — 2006
Bachelor of Science, Business Administration; Major: Finance; Minor: Economics
University of Delaware 2002 — 2006
BS, Major: Finance; Minor: Economics
The Atlantic Group May 2014 - Present
MacAndrews & Forbes September 2013 - March 2014
Apollo Global Management LLC August 2011 - September 2013
West Capital Management October 2009 - August 2011
Stone Tower Capital LLC September 2007 - April 2009
Northwestern Mutual Financial Network October 2006 - July 2007
Citigroup, Citicorp Investment Services June 2005 - August 2005
Skills
Equities, Bloomberg, Portfolio Management, Investments, Securities, Trading, Bonds, Credit, Accounting, Banking, Financial Services, Series 63, Strategy, Hedge Funds, Finance
Education
University of Delaware 2002 — 2006
Bachelor of Science, Business Administration; Major: Finance; Minor: Economics
University of Delaware 2002 — 2006
BS, Major: Finance; Minor: Economics
Elizabeth Turner's West Capital Management Experience May 2010 - August 2010
Job Analyst, Shared Services Management Office, Finance at Goldman Sachs
Industry Management Consulting
Experience
Goldman Sachs October 2014 - Present
KPMG US October 2013 - Present
KPMG US September 2011 - September 2013
Penn Epilepsy Center September 2010 - June 2011
West Capital Management May 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Management Consulting, Microsoft Excel, Microsoft Office, PowerPoint, Research, Strategy, Analysis, Business Process..., Analytics, Financial Reporting, Corporate Finance, BPMN
Education
University of Pennsylvania 2007 — 2011
BA, Biology and Economics
Methacton High School 2003 — 2007
Goldman Sachs October 2014 - Present
KPMG US October 2013 - Present
KPMG US September 2011 - September 2013
Penn Epilepsy Center September 2010 - June 2011
West Capital Management May 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Management Consulting, Microsoft Excel, Microsoft Office, PowerPoint, Research, Strategy, Analysis, Business Process..., Analytics, Financial Reporting, Corporate Finance, BPMN
Education
University of Pennsylvania 2007 — 2011
BA, Biology and Economics
Methacton High School 2003 — 2007
Wes Yamamoto, CFA's West Capital Management Experience 2015 - 2015
Job Investment Officer at Veritable, LP
Industry Financial Services
Experience
Veritable, LP September 2015 - Present
West Capital Management 2015 - 2015
Veritable, LP 2008 - 2015
Skills
Bloomberg, Alternative Investments, Equities, Portfolio Management, Fixed Income, Microsoft Excel, PowerPoint, Investments, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Financial Modeling, Investment Management, Wealth Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Interboro Senior High School 2000 — 2004
Glenolden Elementary
Glenolden Elementary
Veritable, LP September 2015 - Present
West Capital Management 2015 - 2015
Veritable, LP 2008 - 2015
Skills
Bloomberg, Alternative Investments, Equities, Portfolio Management, Fixed Income, Microsoft Excel, PowerPoint, Investments, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Financial Modeling, Investment Management, Wealth Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Interboro Senior High School 2000 — 2004
Glenolden Elementary
Glenolden Elementary
Stephanie Trees Stephanie Trees's West Capital Management Experience June 2011 - November 2012
Job Senior Strategy Analyst
Industry Management Consulting
Experience
Accenture February 2014 - April 2014
JVS Boston April 2013 - January 2014
Oracle January 2013 - January 2014
West Capital Management June 2011 - November 2012
African Refugee Development Center May 2010 - June 2010
Skills
Marketing, Business Development, Strategy, Sales Process, Competitive Analysis, Project Management, CRM
Education
University of Pennsylvania 2007 — 2010
BA (summa cum laude), History & Middle East Studies; Minor in Political Science
Accenture February 2014 - April 2014
JVS Boston April 2013 - January 2014
Oracle January 2013 - January 2014
West Capital Management June 2011 - November 2012
African Refugee Development Center May 2010 - June 2010
Skills
Marketing, Business Development, Strategy, Sales Process, Competitive Analysis, Project Management, CRM
Education
University of Pennsylvania 2007 — 2010
BA (summa cum laude), History & Middle East Studies; Minor in Political Science
Lulu Xiao's West Capital Management Experience May 2010 - March 2012
Job Senior Consultant, Interactive Experience & Mobile at IBM | Strategy, Creative & Design Practice
Industry Information Technology and Services
Experience
IBM August 2014 - Present
IBM September 2012 - August 2014
West Capital Management May 2010 - March 2012
IBM Global Business Services June 2011 - August 2011
The Daily Pennsylvanian January 2010 - May 2010
Tualatin Hills Parks and Recreation District June 2006 - August 2008
Cambridge Bilingual Kindergarten July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B. S. in Economics, Concentration in Operations and Information Management - Decision Processes
University of Pennsylvania - The College of Arts & Sciences 2008 — 2012
B.A. in International Studies, Minors in French and Mathematics
Institut d'Etudes Politiques de Lyon 2010 — 2010
Political Science, History, Sociology
Southridge High School 2004 — 2008
IBM August 2014 - Present
IBM September 2012 - August 2014
West Capital Management May 2010 - March 2012
IBM Global Business Services June 2011 - August 2011
The Daily Pennsylvanian January 2010 - May 2010
Tualatin Hills Parks and Recreation District June 2006 - August 2008
Cambridge Bilingual Kindergarten July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B. S. in Economics, Concentration in Operations and Information Management - Decision Processes
University of Pennsylvania - The College of Arts & Sciences 2008 — 2012
B.A. in International Studies, Minors in French and Mathematics
Institut d'Etudes Politiques de Lyon 2010 — 2010
Political Science, History, Sociology
Southridge High School 2004 — 2008
Sharon Li's West Capital Management Experience May 2012 - December 2012
Job Associate Business Analyst at Lanyon
Industry Computer Software
Experience
Lanyon June 2014 - Present
PURE Group of Insurance Companies July 2013 - May 2014
University of Pennsylvania May 2011 - February 2013
West Capital Management May 2012 - December 2012
Grow Marketing September 2011 - September 2011
University of Pennsylvania June 2011 - August 2011
Skills
Leadership, Social Media, Marketing, Community Outreach, Editing, Public Speaking, Event Management, Research, CRM, Program Management, Direct Marketing, Teamwork, Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS Economics, Marketing and Operations Management
Pearland High School 2005 — 2009
High School
Lanyon June 2014 - Present
PURE Group of Insurance Companies July 2013 - May 2014
University of Pennsylvania May 2011 - February 2013
West Capital Management May 2012 - December 2012
Grow Marketing September 2011 - September 2011
University of Pennsylvania June 2011 - August 2011
Skills
Leadership, Social Media, Marketing, Community Outreach, Editing, Public Speaking, Event Management, Research, CRM, Program Management, Direct Marketing, Teamwork, Analysis, Market Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS Economics, Marketing and Operations Management
Pearland High School 2005 — 2009
High School
Matthew Koziol, CFA Matthew Koziol, CFA's West Capital Management Experience July 2011 - November 2014
Job Research Associate, Consumer: Branded Apparel & Footwear at Janney Montgomery Scott LLC
Industry Capital Markets
Experience
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Seth Dean Seth Dean's West Capital Management Experience April 2008 - August 2008
Job Grip / Best Boy Grip
Industry Entertainment
Experience
Freelance Film Crew - Grip and Electric August 2014 - Present
Ipsos October 2013 - July 2014
Penn Schoen Berland November 2011 - October 2013
Transfire Mobile App August 2011 - November 2011
SIIA October 2010 - June 2011
Applied Predictive Technologies August 2009 - July 2010
West Capital Management April 2008 - August 2008
United States Marine Corps April 2002 - April 2006
Skills
HTML, Market Research, Salesforce.com, Microsoft Office, Start-ups, Project Management, Business Development, Social Media, Strategic Planning, Analysis, Product Management, SaaS, SPSS, Program Management, Analytics, Marketing, Management, Proposal Writing
Education
University of Pennsylvania 2006 — 2009
BA, International Relations
Freelance Film Crew - Grip and Electric August 2014 - Present
Ipsos October 2013 - July 2014
Penn Schoen Berland November 2011 - October 2013
Transfire Mobile App August 2011 - November 2011
SIIA October 2010 - June 2011
Applied Predictive Technologies August 2009 - July 2010
West Capital Management April 2008 - August 2008
United States Marine Corps April 2002 - April 2006
Skills
HTML, Market Research, Salesforce.com, Microsoft Office, Start-ups, Project Management, Business Development, Social Media, Strategic Planning, Analysis, Product Management, SaaS, SPSS, Program Management, Analytics, Marketing, Management, Proposal Writing
Education
University of Pennsylvania 2006 — 2009
BA, International Relations
Mendel Chen's West Capital Management Experience September 2012 - December 2012
Job Leveraged Loans Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
West Capital Management September 2012 - December 2012
Travelers June 2012 - August 2012
SAIC May 2011 - August 2011
Skills
PowerPoint, Excel, Financial Modeling, HTML, Java, Competitive Analysis, S-Plus
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrations in Finance and Statistics
Thomas Jefferson High School for Science and Technology 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
West Capital Management September 2012 - December 2012
Travelers June 2012 - August 2012
SAIC May 2011 - August 2011
Skills
PowerPoint, Excel, Financial Modeling, HTML, Java, Competitive Analysis, S-Plus
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrations in Finance and Statistics
Thomas Jefferson High School for Science and Technology 2006 — 2010
Joe Koebele's West Capital Management Experience January 2015 - Present
Job Research Analyst at West Capital Management
Industry Investment Management
Experience
West Capital Management January 2015 - Present
Daemion Counseling Center January 2015 - Present
The Vanguard Group March 2011 - January 2015
SeventySix Capital August 2010 - February 2011
Hamilton Lane April 2009 - September 2009
Wilmington Trust April 2008 - September 2008
Skills
Bloomberg, Private Equity, DCF, Microsoft Excel, Venture Capital, Trading, Fixed Income, Real Estate, Valuation, Due Diligence, PowerPoint, Bloomberg Terminal, Access, Financial Modeling, Investments, Finance, Portfolio Management, Mutual Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
BS, Finance
CFA Level III Candidate
West Capital Management January 2015 - Present
Daemion Counseling Center January 2015 - Present
The Vanguard Group March 2011 - January 2015
SeventySix Capital August 2010 - February 2011
Hamilton Lane April 2009 - September 2009
Wilmington Trust April 2008 - September 2008
Skills
Bloomberg, Private Equity, DCF, Microsoft Excel, Venture Capital, Trading, Fixed Income, Real Estate, Valuation, Due Diligence, PowerPoint, Bloomberg Terminal, Access, Financial Modeling, Investments, Finance, Portfolio Management, Mutual Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
BS, Finance
CFA Level III Candidate
Kevin Galvin, CFA's West Capital Management Experience June 2010 - December 2014
Job Director of Research and Portfolio Manager at Hopwood Financial Services
Industry Investment Management
Experience
Hopwood Financial Services January 2015 - Present
West Capital Management June 2010 - December 2014
Plainview Capital August 2008 - May 2010
Plainview Capital 2006 - August 2008
Wachovia Securities 2004 - 2006
Skills
Equities, Financial Analysis, Investment Banking, Financial Modeling, Valuation, Investments, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Due Diligence, Private Equity, Competitive Analysis, Bloomberg
Education
Georgetown University 2000 — 2004
B.S., Finance & International Business, cum laude
Georgetown University
Finance and International Business
Hopwood Financial Services January 2015 - Present
West Capital Management June 2010 - December 2014
Plainview Capital August 2008 - May 2010
Plainview Capital 2006 - August 2008
Wachovia Securities 2004 - 2006
Skills
Equities, Financial Analysis, Investment Banking, Financial Modeling, Valuation, Investments, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Due Diligence, Private Equity, Competitive Analysis, Bloomberg
Education
Georgetown University 2000 — 2004
B.S., Finance & International Business, cum laude
Georgetown University
Finance and International Business
Liam McDermott-Doviak, CFA's West Capital Management Experience February 2015 - Present
Job Research Analyst at Citi Private Bank
Industry Investment Management
Experience
West Capital Management February 2015 - Present
Citi Private Bank June 2010 - February 2015
SEI April 2007 - May 2010
Skills
Mutual Funds, Equities, Due Diligence, Business Development, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Wealth Management
Education
University of Pennsylvania 2005 — 2006
Certificate, Finance and Accounting
University of Pittsburgh 1999 — 2004
Bachelor of Science, Economics
University of Pittsburgh 1999 — 2004
Bachelor of Arts, Politics and Philosophy
CFA Institute
CFA Charterholder
The Hill School
West Capital Management February 2015 - Present
Citi Private Bank June 2010 - February 2015
SEI April 2007 - May 2010
Skills
Mutual Funds, Equities, Due Diligence, Business Development, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Wealth Management
Education
University of Pennsylvania 2005 — 2006
Certificate, Finance and Accounting
University of Pittsburgh 1999 — 2004
Bachelor of Science, Economics
University of Pittsburgh 1999 — 2004
Bachelor of Arts, Politics and Philosophy
CFA Institute
CFA Charterholder
The Hill School
Jim Toth, JD, LLM's West Capital Management Experience April 2013 - Present
Job Director of Tax and Estate Planning at West Capital Management
Industry Legal Services
Experience
West Capital Management April 2013 - Present
Merrill Lynch January 2008 - April 2013
Hudson Legal October 2006 - January 2008
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LL.M, Tax
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
J.D.
Dickinson College 1999 — 2003
BA
West Capital Management April 2013 - Present
Merrill Lynch January 2008 - April 2013
Hudson Legal October 2006 - January 2008
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LL.M, Tax
Ohio Northern University—Claude W. Pettit College of Law 2003 — 2006
J.D.
Dickinson College 1999 — 2003
BA
Anthony Sibilia, CFA's West Capital Management Experience May 2006 - February 2007
Job Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Jackie Palumbo's West Capital Management Experience July 2007 - Present
Job Operations at West Capital Management
Industry Financial Services
Experience
West Capital Management July 2007 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
West Capital Management July 2007 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Jenny Eves's West Capital Management Experience November 2007 - November 2010
Job Client Service Associate
Industry Financial Services
Experience
Aberdeen Asset Management November 2010 - February 2014
West Capital Management November 2007 - November 2010
Lockwood Financial September 2004 - November 2007
Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management
Education
Lycoming College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Aberdeen Asset Management November 2010 - February 2014
West Capital Management November 2007 - November 2010
Lockwood Financial September 2004 - November 2007
Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management
Education
Lycoming College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Tom Trainer's West Capital Management Experience December 2005 - February 2008
Job Technical Sales & Marketing Manager
Industry Mining & Metals
Experience
Sullivan Steel February 2008 - Present
West Capital Management December 2005 - February 2008
Greene, Tweed Co. June 1996 - December 2005
Skills
Supply Chain Management, Continuous Improvement, Minitab, Engineering, Six Sigma, Manufacturing, Competitive Analysis, Financial Modeling, Cross-functional Team..., Process Engineering, Semiconductors, Product Development, Lean Manufacturing, R&D
Education
CFA Program 2004 — 2007
Completed Level III of the CFA Program
Penn State University 2003 — 2005
MBA
Penn State University 1991 — 1996
BS, Mechanical Engineering
Sullivan Steel February 2008 - Present
West Capital Management December 2005 - February 2008
Greene, Tweed Co. June 1996 - December 2005
Skills
Supply Chain Management, Continuous Improvement, Minitab, Engineering, Six Sigma, Manufacturing, Competitive Analysis, Financial Modeling, Cross-functional Team..., Process Engineering, Semiconductors, Product Development, Lean Manufacturing, R&D
Education
CFA Program 2004 — 2007
Completed Level III of the CFA Program
Penn State University 2003 — 2005
MBA
Penn State University 1991 — 1996
BS, Mechanical Engineering
Timothy Macarak,CFP®'s West Capital Management Experience August 2014 - Present
Job Wealth Advisor, West Capital Mgmt.
Industry Financial Services
Experience
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
Brian Hoey's West Capital Management Experience December 2008 - May 2009
Job Associate at Private Capital Research LLC
Industry Venture Capital & Private Equity
Experience
Private Capital Research LLC February 2015 - Present
JP Morgan July 2010 - February 2015
Toro Trading LLC February 2010 - May 2010
West Capital Management December 2008 - May 2009
Skills
Equities, Investments, Private Equity, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Economics
Private Capital Research LLC February 2015 - Present
JP Morgan July 2010 - February 2015
Toro Trading LLC February 2010 - May 2010
West Capital Management December 2008 - May 2009
Skills
Equities, Investments, Private Equity, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Economics
Erik Hickman's West Capital Management Experience August 2009 - Present
Job Research Analyst at West Capital Management
Industry Financial Services
Experience
West Capital Management August 2009 - Present
Oregon Steel Mills July 2008 - August 2008
Nalls Architecture, Inc. May 2007 - August 2007
Lile International Companies June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Political Science
West Capital Management August 2009 - Present
Oregon Steel Mills July 2008 - August 2008
Nalls Architecture, Inc. May 2007 - August 2007
Lile International Companies June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Political Science
Mark Feldser, CPA's West Capital Management Experience January 2014 - Present
Job Wealth Planner at West Capital Management
Industry Financial Services
Experience
West Capital Management January 2014 - Present
BioClinica, Inc. January 2010 - January 2014
KPMG June 2005 - December 2009
Education
James Madison University 2001 — 2005
Business, Accounting
West Capital Management January 2014 - Present
BioClinica, Inc. January 2010 - January 2014
KPMG June 2005 - December 2009
Education
James Madison University 2001 — 2005
Business, Accounting
Greg Billings, CFA's West Capital Management Experience April 2014 - Present
Job Research Analyst at West Capital Management
Industry Investment Management
Experience
West Capital Management April 2014 - Present
State Street 2010 - 2014
The Silver Sandbox 2005 - 2009
Goldman Sachs Asset Management 1995 - 2005
Skills
Economics, Equities, Derivatives, Valuation, Portfolio Management, Market Data, Fixed Income, Risk Management, Alternative Investments, Securities, Business Process..., Microsoft Office, Microsoft Excel, Access, Bloomberg, Portia, InvestOne, SQL, Visual Basic, Mentoring, Foreign Exchange, Emerging Markets, MBS, ABS, Futures, Options, FX Options, Swaps, Trade Shows, Inventory Management, High Yield Bonds, Swimming, Omgeo Oasys, DTC, Chartered Financial..., Proactive self-starter, personable, Financial Understanding, Business Understanding, SWIFT messaging, Capital Markets, Capital Budgeting, Employee Management, Integrity, Loyal, Asset Management
Education
Columbia University in the City of New York
BA, Economics
West Capital Management April 2014 - Present
State Street 2010 - 2014
The Silver Sandbox 2005 - 2009
Goldman Sachs Asset Management 1995 - 2005
Skills
Economics, Equities, Derivatives, Valuation, Portfolio Management, Market Data, Fixed Income, Risk Management, Alternative Investments, Securities, Business Process..., Microsoft Office, Microsoft Excel, Access, Bloomberg, Portia, InvestOne, SQL, Visual Basic, Mentoring, Foreign Exchange, Emerging Markets, MBS, ABS, Futures, Options, FX Options, Swaps, Trade Shows, Inventory Management, High Yield Bonds, Swimming, Omgeo Oasys, DTC, Chartered Financial..., Proactive self-starter, personable, Financial Understanding, Business Understanding, SWIFT messaging, Capital Markets, Capital Budgeting, Employee Management, Integrity, Loyal, Asset Management
Education
Columbia University in the City of New York
BA, Economics
Christopher Topolewski's West Capital Management Experience
Job principal at West Capital Management
Industry Investment Management
Experience
West Capital Management
Education
Villanova University School of Law 1999 — 2002
Doctor of Law (JD)
Boston University 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
Dwight Englewood 1989 — 1995
West Capital Management
Education
Villanova University School of Law 1999 — 2002
Doctor of Law (JD)
Boston University 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
Dwight Englewood 1989 — 1995
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY