Weston Capital Management
Description
Located in: Esperante Corporate CenterAddress: 222 Lakeview Ave # 1550, West Palm Beach, FL 33401 Phone: (561) 868-6755: : : : : : Category: Place name: Website: Hours: Website: https://www.pbcap.com/ourportfolio/weston-capital-management/ Category: Financial Planner 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. 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 Weston Capital Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Weston Capital Management Employees
Employee
Years
Job
Industry
Rachel Lanham Rachel Lanham's Weston Capital Management Experience July 2012 - September 2012
Job Start Up & Development Stage Management Consulting
Industry Financial Services
Experience
Execorp Consulting Group, LLC August 2012 - Present
Weston Capital Management July 2012 - September 2012
Alliance Advisory Partners, LLC August 2010 - August 2012
Gerova Financial Group (NYSE: GFC) December 2009 - August 2012
Cascade Technologies Corp. (CSDT.OB) August 2011 - May 2012
Austin Community College January 2003 - June 2009
Skills
Corporate Management, Due Diligence, Project Planning, Board Relations, SEC reporting, Distressed Debt, Life Settlements, Securities, Virtual Management, Corporate Communications, Accounting, Valuations, SOX Compliancy, Regulatory Filings, Management, Valuation, Corporate Governance, International Business, Investor Relations, Start-ups, SEC filings, Management Consulting, Financial Analysis, Executive Management, Portfolio Management, Hedge Funds, Investments, Private Equity, Finance, Mergers & Acquisitions, Project Management
Education
Texas State University-San Marcos 2001 — 2005
Information Technology, Mass Communications
Execorp Consulting Group, LLC August 2012 - Present
Weston Capital Management July 2012 - September 2012
Alliance Advisory Partners, LLC August 2010 - August 2012
Gerova Financial Group (NYSE: GFC) December 2009 - August 2012
Cascade Technologies Corp. (CSDT.OB) August 2011 - May 2012
Austin Community College January 2003 - June 2009
Skills
Corporate Management, Due Diligence, Project Planning, Board Relations, SEC reporting, Distressed Debt, Life Settlements, Securities, Virtual Management, Corporate Communications, Accounting, Valuations, SOX Compliancy, Regulatory Filings, Management, Valuation, Corporate Governance, International Business, Investor Relations, Start-ups, SEC filings, Management Consulting, Financial Analysis, Executive Management, Portfolio Management, Hedge Funds, Investments, Private Equity, Finance, Mergers & Acquisitions, Project Management
Education
Texas State University-San Marcos 2001 — 2005
Information Technology, Mass Communications
Michelle Margo Michelle Margo's Weston Capital Management Experience September 2007 - November 2008
Job Marketing Consultant
Industry Management Consulting
Experience
Earth Animal Ventures April 2012 - June 2014
The Riedel & Cody Fund, Inc. March 2010 - March 2012
St. Ann Academy January 2008 - January 2012
Diocese of Bridgeport January 2010 - November 2010
Weston Capital Management September 2007 - November 2008
Tradex Capital Markets June 2000 - January 2005
John W. Henry & Company June 1994 - June 2000
Skills
Hedge Fund Marketing, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing Strategy, Social Media, Marketing, Event Management, Fundraising, Non-profits, Event Planning, Volunteer Management, Project Management, Leadership, Management, Strategy, Business Planning, Press Releases, Leadership Development, Nonprofits, Product Marketing, Public Relations, Hedge Funds, Newsletters, Corporate Branding, Media Relations, Entrepreneurship
Education
Salve Regina University 1985 — 1989
BA, English
Earth Animal Ventures April 2012 - June 2014
The Riedel & Cody Fund, Inc. March 2010 - March 2012
St. Ann Academy January 2008 - January 2012
Diocese of Bridgeport January 2010 - November 2010
Weston Capital Management September 2007 - November 2008
Tradex Capital Markets June 2000 - January 2005
John W. Henry & Company June 1994 - June 2000
Skills
Hedge Fund Marketing, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing Strategy, Social Media, Marketing, Event Management, Fundraising, Non-profits, Event Planning, Volunteer Management, Project Management, Leadership, Management, Strategy, Business Planning, Press Releases, Leadership Development, Nonprofits, Product Marketing, Public Relations, Hedge Funds, Newsletters, Corporate Branding, Media Relations, Entrepreneurship
Education
Salve Regina University 1985 — 1989
BA, English
Piper Nunez Piper Nunez's Weston Capital Management Experience May 2009 - August 2009
Job Student at University of Notre Dame
Industry Retail
Experience
University of Notre Dame October 2011 - Present
J Crew May 2011 - Present
University of Notre Dame August 2010 - December 2011
La Vie Counseling Center May 2011 - August 2011
Camp Keystone May 2011 - August 2011
Riverside School January 2011 - May 2011
Conejo Valley Therapeutic Recreation Center June 2010 - August 2010
Karpel Family May 2010 - August 2010
Weston Capital Management May 2009 - August 2009
Education
University of Notre Dame 2008 — 2012
BA, Psychology and Sociology
University of Notre Dame October 2011 - Present
J Crew May 2011 - Present
University of Notre Dame August 2010 - December 2011
La Vie Counseling Center May 2011 - August 2011
Camp Keystone May 2011 - August 2011
Riverside School January 2011 - May 2011
Conejo Valley Therapeutic Recreation Center June 2010 - August 2010
Karpel Family May 2010 - August 2010
Weston Capital Management May 2009 - August 2009
Education
University of Notre Dame 2008 — 2012
BA, Psychology and Sociology
Monica McCabe Monica McCabe's Weston Capital Management Experience May 2006 - June 2009
Job Office Manager at Ace Mentor Program of America, Inc.
Industry Nonprofit Organization Management
Experience
Ace Mentor Program of America, Inc. April 2011 - Present
Weston Capital Management May 2006 - June 2009
Schinto Dental October 2000 - May 2006
Education
Norwalk Community College 2004 — 2006
Associates, Liberal Arts & Sciences
Ace Mentor Program of America, Inc. April 2011 - Present
Weston Capital Management May 2006 - June 2009
Schinto Dental October 2000 - May 2006
Education
Norwalk Community College 2004 — 2006
Associates, Liberal Arts & Sciences
Keith Hochstin's Weston Capital Management Experience April 2008 - April 2010
Job Vice President Strategic Client Development at MetTel
Industry Telecommunications
Experience
MetTel,Metropolitan Telecommunications April 2010 - Present
MetTel/ Metropolitan Telecommunications April 2010 - Present
Weston Capital Management April 2008 - April 2010
LaBranche Financial Services April 2002 - April 2008
Hochstin & Company LLC June 1992 - April 2002
Keith W. Hochstin Inc. June 1980 - April 1992
Skills
Brokerage, Equities, Trading, Series 7, Electronic Trading, Equity Trading, New Business Development, Sales, Trading Systems, Securities, Business Development, Series 63, Options, Investments, Mutual Funds
Education
Northeastern University
Bachelor of Science, Communications
MetTel,Metropolitan Telecommunications April 2010 - Present
MetTel/ Metropolitan Telecommunications April 2010 - Present
Weston Capital Management April 2008 - April 2010
LaBranche Financial Services April 2002 - April 2008
Hochstin & Company LLC June 1992 - April 2002
Keith W. Hochstin Inc. June 1980 - April 1992
Skills
Brokerage, Equities, Trading, Series 7, Electronic Trading, Equity Trading, New Business Development, Sales, Trading Systems, Securities, Business Development, Series 63, Options, Investments, Mutual Funds
Education
Northeastern University
Bachelor of Science, Communications
Nigol Koulajian Nigol Koulajian's Weston Capital Management Experience March 1996 - August 1998
Job Founder of Quest Partners LLC
Industry Financial Services
Experience
Quest Partners LLC May 2001 - Present
Enterprise Asset Management / Avalon Asset Management August 1998 - May 2001
Weston Capital Management March 1996 - August 1998
Education
Columbia Business School 1992 — 1994
MBA, Finance
University of Notre Dame 1984 — 1988
Bachelor of Science (BS), Electrical Engineering
Quest Partners LLC May 2001 - Present
Enterprise Asset Management / Avalon Asset Management August 1998 - May 2001
Weston Capital Management March 1996 - August 1998
Education
Columbia Business School 1992 — 1994
MBA, Finance
University of Notre Dame 1984 — 1988
Bachelor of Science (BS), Electrical Engineering
Chase Hochstin Chase Hochstin's Weston Capital Management Experience 2006 - 2007
Job Pricing Analyst Mobility at MetTel
Industry Telecommunications
Experience
MetTel May 2012 - Present
Batali & Bastianich Hospitality Group August 2009 - July 2012
Diageo June 2008 - December 2008
Weston Capital Management 2006 - 2007
Skills
Microsoft Office, Wine, Viticulture, Social Media, Wineries, Microsoft Excel, Restaurants, Sales, Management, Leadership, Social Networking, Telecommunications, Public Relations, Marketing, Marketing Strategy, PowerPoint, Salesforce.com
Education
University of Colorado Boulder 2004 — 2008
BA, Communication
MetTel May 2012 - Present
Batali & Bastianich Hospitality Group August 2009 - July 2012
Diageo June 2008 - December 2008
Weston Capital Management 2006 - 2007
Skills
Microsoft Office, Wine, Viticulture, Social Media, Wineries, Microsoft Excel, Restaurants, Sales, Management, Leadership, Social Networking, Telecommunications, Public Relations, Marketing, Marketing Strategy, PowerPoint, Salesforce.com
Education
University of Colorado Boulder 2004 — 2008
BA, Communication
Adrienne Cerulo Adrienne Cerulo's Weston Capital Management Experience 2007 - 2010
Job Accountant at Rising Sun Solar + Electric
Industry Accounting
Experience
Rising Sun Solar + Electric July 2015 - Present
Longroad Asset Management February 2010 - December 2014
Weston Capital Management 2007 - 2010
UBS Investment Bank 2004 - 2007
LifeCare 2003 - 2004
Skills
Hedge Funds, Financial Reporting, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Internal Controls, General Ledger, Private Equity, Due Diligence, Financial Accounting, Fund Of Funds, Finance, CPA, Accounting, GAAP, Corporate Finance, Mutual Funds
Education
The University of Connecticut School of Business 2005 — 2006
MBA, Finance
The University of Connecticut School of Business 2003 — 2004
MS, Accounting
The University of Connecticut School of Business 2000 — 2003
BS in Accounting, Accounting
Rising Sun Solar + Electric July 2015 - Present
Longroad Asset Management February 2010 - December 2014
Weston Capital Management 2007 - 2010
UBS Investment Bank 2004 - 2007
LifeCare 2003 - 2004
Skills
Hedge Funds, Financial Reporting, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Internal Controls, General Ledger, Private Equity, Due Diligence, Financial Accounting, Fund Of Funds, Finance, CPA, Accounting, GAAP, Corporate Finance, Mutual Funds
Education
The University of Connecticut School of Business 2005 — 2006
MBA, Finance
The University of Connecticut School of Business 2003 — 2004
MS, Accounting
The University of Connecticut School of Business 2000 — 2003
BS in Accounting, Accounting
Monica Chandia McCabe Monica Chandia McCabe's Weston Capital Management Experience Dental AssistantSchinto DentalSeptember 2001 - May 2006
Job Office Administrator/Assistant to H/R at Weston Capital Management
Industry Events Services
Experience
Weston Capital Management Dental AssistantSchinto DentalSeptember 2001 - May 2006
Education
Norwalk Community College 2004 — 2006
Weston Capital Management Dental AssistantSchinto DentalSeptember 2001 - May 2006
Education
Norwalk Community College 2004 — 2006
Satyan Shah's Weston Capital Management Experience August 2007 - January 2009
Job Hedge Fund Due Diligence Analyst/Independent Investor in Emerging Companies
Industry Financial Services
Experience
BNP Paribas June 2010 - July 2013
Weston Capital Management August 2007 - January 2009
Alternative Institutional Partners May 2005 - January 2007
Northern Trust Global Advisors May 2002 - April 2005
Goldman, Sachs & Co January 2000 - May 2002
Goldman Sachs Asset Management 2000 - 2002
GE Capital Financial Management Rotational July 1998 - April 2000
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Due Diligence, Emerging Markets, Strategy, Mutual Funds, Finance, Fund Of Funds, Start-ups, Hedging, Prime Brokerage, CRM, Management, Institutional..., Derivatives, Alternative Investments, Asset Managment, Investment Banking, Trading, Fixed Income, Private Equity, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics and Biology
BNP Paribas June 2010 - July 2013
Weston Capital Management August 2007 - January 2009
Alternative Institutional Partners May 2005 - January 2007
Northern Trust Global Advisors May 2002 - April 2005
Goldman, Sachs & Co January 2000 - May 2002
Goldman Sachs Asset Management 2000 - 2002
GE Capital Financial Management Rotational July 1998 - April 2000
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Due Diligence, Emerging Markets, Strategy, Mutual Funds, Finance, Fund Of Funds, Start-ups, Hedging, Prime Brokerage, CRM, Management, Institutional..., Derivatives, Alternative Investments, Asset Managment, Investment Banking, Trading, Fixed Income, Private Equity, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics and Biology
Theo Giovanopoulos's Weston Capital Management Experience August 2010 - Present
Job Director of Information Technology at Parkwest Advisors
Industry Design
Experience
Parkwest Advisors January 2014 - Present
Weston Capital Management August 2010 - Present
Downwind Magazine July 2009 - June 2010
Centrecourt Asset Management January 2007 - June 2010
MTV Networks June 2004 - August 2004
Skills
Web Design, Project Management, Asset Managment, Asset Management, Photoshop, Social Media Marketing, Event Planning, Management, Editing, Information Technology, Social Media
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Elecronic Media Arts and Communications, Minor in Information Technology
Parkwest Advisors January 2014 - Present
Weston Capital Management August 2010 - Present
Downwind Magazine July 2009 - June 2010
Centrecourt Asset Management January 2007 - June 2010
MTV Networks June 2004 - August 2004
Skills
Web Design, Project Management, Asset Managment, Asset Management, Photoshop, Social Media Marketing, Event Planning, Management, Editing, Information Technology, Social Media
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Elecronic Media Arts and Communications, Minor in Information Technology
Steven Hallac's Weston Capital Management Experience June 2003 - January 2004
Job Investment Management Professional
Industry Investment Management
Experience
J&W Seligman August 2007 - May 2009
BLX 2004 - 2007
Weston Capital Management June 2003 - January 2004
Lazard Asset Management 2000 - 2002
Education
Indiana University Bloomington 1999 — 2003
J&W Seligman August 2007 - May 2009
BLX 2004 - 2007
Weston Capital Management June 2003 - January 2004
Lazard Asset Management 2000 - 2002
Education
Indiana University Bloomington 1999 — 2003
Jennifer Trevino's Weston Capital Management Experience July 2008 - January 2012
Job 4th Grade Teacher
Industry Museums and Institutions
Experience
Meridian School June 2015 - Present
Brooklyn Friends School June 2014 - June 2015
Brooklyn Friends School August 2013 - June 2014
Museum of Art and Design January 2013 - May 2013
Brooklyn Friends School November 2012 - January 2013
The Ella Baker School September 2012 - November 2012
School Professionals March 2012 - October 2012
Weston Capital Management July 2008 - January 2012
Lake Highlands Freshman Center August 2007 - June 2008
Nasher Sculpture Center June 2006 - May 2007
Skills
Teaching, Art Education, Museums, Research, Microsoft Office, Curriculum Design, Social Media, Curriculum Development, Museum Education, PowerPoint, Classroom Management, Classroom, Microsoft Word, English, Fine Art, Instagram, Customer Service, Art, Microsoft Excel, Outlook, Teamwork, Front Office, Administrative..., Fine Art Photography, Responsive Classroom, Google Docs, Watercolor, Lesson Planning, Parent-Teacher..., Google Forms, Blogging
Education
Bank Street College of Education 2012 — 2013
Master of Science (M.S.), Museum Education: Childhood Certification, 1-6
University of North Texas 2003 — 2006
Bachelor of Fine Arts (BFA), Art Teacher Education, EC-12
Meridian School June 2015 - Present
Brooklyn Friends School June 2014 - June 2015
Brooklyn Friends School August 2013 - June 2014
Museum of Art and Design January 2013 - May 2013
Brooklyn Friends School November 2012 - January 2013
The Ella Baker School September 2012 - November 2012
School Professionals March 2012 - October 2012
Weston Capital Management July 2008 - January 2012
Lake Highlands Freshman Center August 2007 - June 2008
Nasher Sculpture Center June 2006 - May 2007
Skills
Teaching, Art Education, Museums, Research, Microsoft Office, Curriculum Design, Social Media, Curriculum Development, Museum Education, PowerPoint, Classroom Management, Classroom, Microsoft Word, English, Fine Art, Instagram, Customer Service, Art, Microsoft Excel, Outlook, Teamwork, Front Office, Administrative..., Fine Art Photography, Responsive Classroom, Google Docs, Watercolor, Lesson Planning, Parent-Teacher..., Google Forms, Blogging
Education
Bank Street College of Education 2012 — 2013
Master of Science (M.S.), Museum Education: Childhood Certification, 1-6
University of North Texas 2003 — 2006
Bachelor of Fine Arts (BFA), Art Teacher Education, EC-12
Kevin Ryan, CFA's Weston Capital Management Experience February 2006 - September 2008
Job Vice President at Cliffwater LLC
Industry Research
Experience
Cliffwater LLC November 2014 - Present
Analytical Research US, LLC January 2013 - November 2014
Barry Vogel & Associates July 2010 - January 2013
Agnos Partners January 2009 - August 2009
Weston Capital Management February 2006 - September 2008
OppenheimerFunds March 1997 - November 2003
Skills
Hedge Funds, Asset Allocation, Due Diligence, Equity Research, Client Service, Series 7, Fund Of Funds, Valuation, Investment Strategies, Equities, Alternative Investments, Investments, Financial Modeling, Chartered Financial..., Financial Services, Financial Markets, Investment Management, Mutual Funds, Portfolio Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Cliffwater LLC November 2014 - Present
Analytical Research US, LLC January 2013 - November 2014
Barry Vogel & Associates July 2010 - January 2013
Agnos Partners January 2009 - August 2009
Weston Capital Management February 2006 - September 2008
OppenheimerFunds March 1997 - November 2003
Skills
Hedge Funds, Asset Allocation, Due Diligence, Equity Research, Client Service, Series 7, Fund Of Funds, Valuation, Investment Strategies, Equities, Alternative Investments, Investments, Financial Modeling, Chartered Financial..., Financial Services, Financial Markets, Investment Management, Mutual Funds, Portfolio Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Branko Belusic's Weston Capital Management Experience 2004 - October 2011
Job Chief Financial Officer The Alpha Cooperative, LLC
Industry Financial Services
Experience
The Alpha Cooperative LLC November 2011 - Present
ClearVest LLC March 2013 - Present
The Alliance of Alternative Asset Professionals (TAAAPs) September 2013 - Present
Weston Capital Management 2004 - October 2011
Independent Consultant 2001 - 2004
BlueStone Capital 1997 - 2001
Enterprise Investors 1991 - 1997
CS First Boston 1989 - 1991
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Accounting
The Alpha Cooperative LLC November 2011 - Present
ClearVest LLC March 2013 - Present
The Alliance of Alternative Asset Professionals (TAAAPs) September 2013 - Present
Weston Capital Management 2004 - October 2011
Independent Consultant 2001 - 2004
BlueStone Capital 1997 - 2001
Enterprise Investors 1991 - 1997
CS First Boston 1989 - 1991
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
Accounting
Gary Veerman's Weston Capital Management Experience June 2004 - May 2005
Job Managing Director at Blackrock
Industry Investment Management
Experience
BlackRock February 2014 - Present
Legal & General Investment Management America December 2012 - December 2013
Legal & General Investment Management America December 2010 - December 2012
Rocaton Investment Advisors May 2005 - December 2010
Weston Capital Management June 2004 - May 2005
Rocaton Investment Advisors May 2002 - June 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Portfolio Management, Fund Of Funds, Bloomberg, Pensions, Investments, Investment Management, Equities, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
M.S. (Honors), Global Financial Analysis
West Virginia University 1996 — 2000
BSBA (Magna Cum Laude), Finance
BlackRock February 2014 - Present
Legal & General Investment Management America December 2012 - December 2013
Legal & General Investment Management America December 2010 - December 2012
Rocaton Investment Advisors May 2005 - December 2010
Weston Capital Management June 2004 - May 2005
Rocaton Investment Advisors May 2002 - June 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Portfolio Management, Fund Of Funds, Bloomberg, Pensions, Investments, Investment Management, Equities, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
M.S. (Honors), Global Financial Analysis
West Virginia University 1996 — 2000
BSBA (Magna Cum Laude), Finance
Bruce Terry's Weston Capital Management Experience June 1999 - December 2005
Job Marketing and Investor Relations
Industry Financial Services
Experience
Brevan Howard US LLC June 2006 - September 2015
Marathon Capital Growth Partners 1995 - 2006
Weston Capital Management June 1999 - December 2005
Chang Crowell 1988 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investment Strategies, Investments, Investor Relations, Investment Management, Trading, Financial Services, Asset Management, Derivatives, Management, Market Risk, Bloomberg, Equities, Private Equity
Education
University of Rochester 1977 — 1981
BS, Economics
Northfield Mount Hermon School 1976 — 1977
Thornton Academy 1972 — 1976
Brevan Howard US LLC June 2006 - September 2015
Marathon Capital Growth Partners 1995 - 2006
Weston Capital Management June 1999 - December 2005
Chang Crowell 1988 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investment Strategies, Investments, Investor Relations, Investment Management, Trading, Financial Services, Asset Management, Derivatives, Management, Market Risk, Bloomberg, Equities, Private Equity
Education
University of Rochester 1977 — 1981
BS, Economics
Northfield Mount Hermon School 1976 — 1977
Thornton Academy 1972 — 1976
Christopher Kelley's Weston Capital Management Experience December 2002 - December 2008
Job Michigan Money Management, LLC.
Industry Financial Services
Experience
Harvest Fund Management (HFM) March 2010 - March 2014
Weston Capital Management December 2002 - December 2008
WESTON CAPITAL MANAGEMENT, LLC January 2004 - January 2008
CITIGROUP ALTERNATIVE INVESTMENTS, INC January 2002 - January 2004
Citibank (Banamex USA) December 2001 - December 2002
VALUE ASSET MANAGEMENT, INC January 1995 - January 2001
OLYMPUS PRIVATE PLACEMENT FUND, L.P January 1988 - January 1994
GENERAL ELECTRIC CAPITAL CORPORATION January 1984 - January 1988
BANK OF BOSTON January 1979 - January 1982
Skills
Change Management, Risk Management, New Business Development, Management Consulting, Venture Capital, Entrepreneurship, Asset Managment, Financial Analysis, Marketing Strategy, Due Diligence, Banking, Negotiation, Public Speaking, Business Development, Project Management, Portfolio Management, Asset Management, Business Strategy, Strategic Planning
Education
Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business Administration and Management, General
THE AMOS TUCK SCHOOL OF BUSINESS ADMINISTRATIONDartmouth College
M.B.A
University of Massachusetts, Amherst 1975 — 1979
Bachelor's degree, English Language and Literature, General
UNIVERSITY OF MASSACHUSETTS
B.A, English
Harvest Fund Management (HFM) March 2010 - March 2014
Weston Capital Management December 2002 - December 2008
WESTON CAPITAL MANAGEMENT, LLC January 2004 - January 2008
CITIGROUP ALTERNATIVE INVESTMENTS, INC January 2002 - January 2004
Citibank (Banamex USA) December 2001 - December 2002
VALUE ASSET MANAGEMENT, INC January 1995 - January 2001
OLYMPUS PRIVATE PLACEMENT FUND, L.P January 1988 - January 1994
GENERAL ELECTRIC CAPITAL CORPORATION January 1984 - January 1988
BANK OF BOSTON January 1979 - January 1982
Skills
Change Management, Risk Management, New Business Development, Management Consulting, Venture Capital, Entrepreneurship, Asset Managment, Financial Analysis, Marketing Strategy, Due Diligence, Banking, Negotiation, Public Speaking, Business Development, Project Management, Portfolio Management, Asset Management, Business Strategy, Strategic Planning
Education
Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business Administration and Management, General
THE AMOS TUCK SCHOOL OF BUSINESS ADMINISTRATIONDartmouth College
M.B.A
University of Massachusetts, Amherst 1975 — 1979
Bachelor's degree, English Language and Literature, General
UNIVERSITY OF MASSACHUSETTS
B.A, English
Carol Schwefel's Weston Capital Management Experience January 1998 - January 2000
Job Sr VP at Citi Global Wealth Management
Industry Marketing and Advertising
Experience
Citi Global Wealth Management January 2002 - Present
Citigroup Private Bank January 2002 - December 2006
PlanSponsor January 2000 - January 2001
Weston Capital Management January 1998 - January 2000
BARRA ROGERS CASEY January 1992 - January 1996
EVALUATION ASSOCIATES, INC January 1980 - January 1989
Education
Ecole des Beaux Arts
certifie, Design
The University of Connecticut 1er
BS
Université de Rouen
1er, French language, culture, history
Citi Global Wealth Management January 2002 - Present
Citigroup Private Bank January 2002 - December 2006
PlanSponsor January 2000 - January 2001
Weston Capital Management January 1998 - January 2000
BARRA ROGERS CASEY January 1992 - January 1996
EVALUATION ASSOCIATES, INC January 1980 - January 1989
Education
Ecole des Beaux Arts
certifie, Design
The University of Connecticut 1er
BS
Université de Rouen
1er, French language, culture, history
Colin Conway's Weston Capital Management Experience June 2010 - June 2012
Job Director at Vert Capital Corp
Industry Venture Capital & Private Equity
Experience
Vert Capital Corp October 2013 - Present
Sattvic Partners June 2012 - Present
Weston Capital Management June 2010 - June 2012
INTL FCStone Inc. December 2009 - November 2010
Marcus & Millichap January 2005 - January 2007
Skills
Private Equity, Venture Capital, Hedge Funds, Trading, Ice Hockey
Education
Northwestern University 2007 — 2007
Florida Atlantic University 2004 — 2006
Vert Capital Corp October 2013 - Present
Sattvic Partners June 2012 - Present
Weston Capital Management June 2010 - June 2012
INTL FCStone Inc. December 2009 - November 2010
Marcus & Millichap January 2005 - January 2007
Skills
Private Equity, Venture Capital, Hedge Funds, Trading, Ice Hockey
Education
Northwestern University 2007 — 2007
Florida Atlantic University 2004 — 2006
Alicia Kahler's Weston Capital Management Experience January 2012 - January 2013
Job Project Manager at Carnegie Hudson Resources
Industry Executive Office
Experience
Carnegie Hudson Resources April 2013 - Present
Weston Capital Management January 2012 - January 2013
Ener1, inc. August 2009 - December 2011
Satellite Asset Management March 2005 - December 2006
Goldman Sachs Asset Management February 2002 - March 2005
Neuberger Berman June 1996 - March 2002
Skills
Strategic Planning, Management, Talent Acquisition, Equities, Mergers & Acquisitions, Microsoft Office, Internal Communications, Event Planning, Mergers
Education
Scottsdale Culinary Institute 2007 — 2008
Certificate, Le Cordon Bleu Culinary Arts Program
Stony Brook University 1993 — 1995
Bachelor of Arts, Psychology
Carnegie Hudson Resources April 2013 - Present
Weston Capital Management January 2012 - January 2013
Ener1, inc. August 2009 - December 2011
Satellite Asset Management March 2005 - December 2006
Goldman Sachs Asset Management February 2002 - March 2005
Neuberger Berman June 1996 - March 2002
Skills
Strategic Planning, Management, Talent Acquisition, Equities, Mergers & Acquisitions, Microsoft Office, Internal Communications, Event Planning, Mergers
Education
Scottsdale Culinary Institute 2007 — 2008
Certificate, Le Cordon Bleu Culinary Arts Program
Stony Brook University 1993 — 1995
Bachelor of Arts, Psychology