WHV Investment Management, Inc.
Industry: Company
DescriptionFounded: 1937 Parent organization: Laird Norton Financial Group, Inc. Subsidiary: Rivington Global Partners, LLC
WHV Investment Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WHV Investment Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WHV Investment Management, Inc. Employees
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. August 2011 - January 2014
Citibank (Banamex USA) 2010 - 2011
Skills
Outlook, Spanish, Microsoft Excel, PowerPoint, Financial Analysis, Equities, Equity Research, Starmine, FactSet, Emerging Markets, Investment Management
Education
Sonoma State University 2009 — 2011
B.S., Business, Finance
Mt. Tamalpais School
Tamalpais High School
WHV Investment Management, Inc. September 2013 - Present
Steelpath Advisors September 2011 - September 2013
Lincoln Financial Distributors January 2008 - September 2011
Janus Capital Group January 2006 - January 2008
JP Morgan September 2002 - January 2006
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
University of Nebraska-Lincoln 1997 — 2001
BS
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
WHV Investment Management, Inc. September 2013 - Present
SteelPath Advisors / OppenheimerFunds October 2011 - September 2013
Janus Capital Group December 2006 - September 2011
Diversified Ophthalmics, Inc. 2004 - 2006
Miami University 2002 - 2004
Skills
Series 6, Series 7, Salesforce.com, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Securities, Equities
Education
Miami University 2000 — 2004
BS, Business Management
WHV Investment Management, Inc. April 2013 - Present
Janus Capital Group September 2006 - April 2013
State Street Global Advisors January 2000 - September 2006
Skills
Mutual Funds, Investment Management, Equities, Fixed Income, Investments, Relationship Management, Asset Managment, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA, Finance and Marketing
University of Oregon 1992 — 1995
BA, History and Political Science
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. February 2009 - December 2013
Federated Investors, Inc. July 2007 - February 2009
U.S. Trust October 2004 - June 2007
WESTAM (USA), LTD., Asset Management Unit of WestLB 2001 - 2004
Gulfstream Global Investors, Ltd. 1990 - 2001
LTV Corporation/ Western Reserve Capital Management, Inc. 1987 - 1990
Teacher Retirement System of Texas 1984 - 1987
Skills
Investments, Equities, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Asset Management, Equity Research, Bloomberg, Mutual Funds, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Emerging Markets, Capital Markets
Education
Texas Christian University 1981 — 1982
Master of Arts (M.A.), Economics
Texas Christian University - M.J. Neeley School of Business 1978 — 1980
Master of Business Administration (MBA), Finance, General
Texas Christian University 1977 — 1979
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Dart NeuroScience LLC July 2012 - Present
Dart NeuroScience LLC May 2010 - July 2012
Dart NeuroScience LLC May 2010 - July 2012
Safe Life Corp. November 2009 - April 2010
ADM Associates June 2008 - August 2009
WHV Investment Management, Inc. September 2006 - March 2008
Skills
PowerPoint, Microsoft Excel, Employee Relations, Microsoft Office, Outlook, Research, Team Building, Microsoft Word, Strategic Planning, Data Analysis, Human Resources, Customer Service, Employee Benefits, Project Management, Organizational..., Leadership
Education
UC Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Sociology, Chinese Language
WHV Investment Management, Inc. June 2014 - Present
WHV Investment Management, Inc. March 2007 - Present
WHV Investment Management, Inc. August 2006 - March 2007
Morgan Stanley Investment Management January 2006 - May 2006
Skills
Advent, APX, Moxy, Factset, Bloomberg Software, Microsoft Excel, Investment Management, Global Investment..., Mutual Funds, Portfolio Performance..., Performance Attribution, Equities, Bloomberg, Portfolio Management, Microsoft Office, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Finance, Investments
Education
Roger Williams University 2002 — 2006
Bachelor's Degree, Finance
Wells Fargo October 2014 - Present
Evangelical Free Methodist Church Sold Out Summer June 2011 - Present
Student Activity and Academic Center September 2013 - May 2015
Management Leadership for Tomorrow July 2013 - May 2015
WHV Investment Management, Inc. June 2014 - August 2014
North American Mission Board May 2013 - July 2013
Deloitte April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
Emory University Goizueta Business School April 2013 - April 2013
Kids Across America Camps July 2012 - August 2012
Skills
Leadership, Sports, Teaching, Research, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Curriculum Design, Conflict Resolution, Microsoft Word, Economics, Microsoft Office, Public Speaking, Business Analysis, Customer Service, Nonprofits, CRM databases
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General; Religion
Emory University
Castle & Cooke Mortgage, LLC December 2014 - Present
WHV Investment Management, Inc. July 2013 - October 2014
OppenheimerFunds December 2012 - June 2013
Steelpath Advisors June 2012 - December 2012
Steelpath Advisors September 2011 - June 2012
Jackson National Life March 2011 - September 2011
Transamerica March 2008 - February 2011
Janus Capital Group October 2005 - March 2008
Janus March 2003 - October 2005
Janus Capital Group July 2002 - March 2003
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing, Relationship Management, Competitive Analysis, Team Leadership, Web Project Management, Direct Marketing, Integrated Marketing, Market Research, Email Marketing, CRM, Investments, Mutual Funds, RFP, SEO
Education
Regis University 2004 — 2007
Master of Business Administration (M.B.A.)
Colorado State University 1994 — 1999
B.S., Business/Marketing
OppenheimerFunds August 2015 - Present
Vanguard August 2013 - July 2015
American Valet February 2013 - May 2013
WHV Investment Management, Inc. May 2012 - August 2012
Eastlake Bar and Grill May 2011 - August 2011
Western Industrial Inc May 2011 - August 2011
Seattle Mariners April 2009 - August 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S
Seattle Preparatory School 2005 — 2009
WHV Investment Management, Inc. May 2013 - Present
Steelpath Advisors January 2011 - May 2013
Alps Advisors November 2007 - January 2011
Lincoln Financial Distributors August 2006 - November 2007
Janus Capital Group November 2002 - August 2006
Skills
401k, Alternative Investments, Asset Management, Banking, Bonds, Defined Contribution, ETFs, Equities, Finance, Financial Advisory, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, MLP, Marketing, Mutual Funds, Registered Investment..., Risk Management, Sales, Securities, Series 6, Series 63, Series 65, Series 7, Strategic Planning, Wealth Management...
Education
University of Maryland College Park
B.A.
Webster University
MBA
WHV Investment Management, Inc. March 2014 - Present
WHV Investment Management, Inc. January 2013 - March 2014
WHV Investment Management, February 2011 - January 2013
Merrill Lynch January 2010 - December 2010
AllianceBernstein August 2008 - January 2010
Public Agency Retirement Services August 2004 - July 2008
Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services
Education
UCLA 2002 — 2004
B.A., Anthropology
Artisan Partners September 2012 - Present
WHV Investment Management, Inc. September 2011 - August 2012
U.S. House of Representatives January 2011 - June 2011
Associated Builders & Contractors of Houston January 2010 - December 2010
Travents Travel and Events Planning June 2009 - December 2009
U.S. House of Representatives January 2009 - June 2009
Skills
Project Coordination, Team Management, Budget Process, Organizational..., Strategic Planning, Executive Support, Internal Communications, Streamlining Operations, Effectiveness, Fundraising, Project Planning, Community Outreach, Writing, Team Leadership, Peer Leadership, Team-oriented, Budgets, Research, Leadership, Management, Team Building, Outlook, Microsoft Excel, Process Scheduler, Customer Service, Project Management, Forecasting, Accounting, Human Resources, Time Management, Event Planning, Marketing, Recruiting, PowerPoint, Microsoft Word, Government, Training, Event Management, Microsoft Office, Social Media
Education
Texas A&M University 2004 — 2008
Bachelor of Arts (B.A.), International Politics and Diplomacy- Focus on Spanish and Latin American Relations
Universidad de Belgrano 2007 — 2007
International Studies, Economics, Politics and Economic Crisis Analysis
Sunrun April 2015 - Present
Bank of the West January 2014 - October 2014
WHV Investment Management, Inc. October 2013 - December 2013
Lending Club January 2013 - May 2013
Galiam Capital, LLC August 2012 - November 2012
Wells Fargo January 2010 - August 2012
Saints Capital September 2008 - December 2009
Citco Fund Services May 2007 - July 2008
Johnston Gremaux & Rossi LLP September 2005 - May 2007
Skills
Portfolio Management, Corporate Accounting, Financial Reporting, Cash Management, Bonds, Cash Flow, Debt, Swaps, GAAP, Bloomberg, Hedge Funds, Fixed Income, BlackRock Aladdin, PAM for Securities, SimCorp Dimensions, Change Management, Calypso, Financial Modeling, FAS 133, FAS 91, FAS 115, Financial Analysis, Corporate Finance, FAS 5, Investments, Account Reconciliation, Excel models, General Ledger, Accounting, Valuation, Derivatives, Capital Markets, Finance, Trading, FX Options, Equities, Asset Management, Securities, Analysis, Due Diligence, Financial Statements, Mutual Funds, Variance Analysis, Forecasting, Advent, APX, Dataport, REX
Education
Sonoma State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
WHV Investment Management, Inc. September 2013 - Present
Janus Capital Group January 2012 - September 2013
Janus Capital Group November 2007 - December 2011
Skills
AIF, Series 7, Series 6, Series 63, Investment Strategies, Investment Management, Relationship Management, Alternative Investments, Retirement, 401k, Mutual Funds, Asset Allocation, Securities, Wholesale, Wealth Management, Asset Management, Fixed Annuities, Financial Services
Education
University of Wisconsin-Madison 1994 — 1998
College of Letters & Science (BA)
Macquarie University 1996 — 1996
Economics
WHV Investment Management, Inc. September 2002 - Present
State Street Research February 2001 - September 2002
Skills
Investment Strategies, Asset Management, Investments, Mutual Funds, Project Management, Equities, Portfolio Management, Investment Management, Financial Analysis, Financial Modeling, Fixed Income
Education
Tufts University 1995 — 1999
BA
Shorenstein Realty Services July 2014 - Present
Deutsche Bank June 2013 - August 2013
WHV Investment Management, Inc. August 2010 - July 2012
AllianceBernstein June 2007 - July 2010
Paul Financial LLC August 2005 - April 2007
Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)
WHV Investment Management, Inc. 2013 - 2013
Federal Home Loan Bank August 2008 - October 2009
BARCLAYS GLOBAL INVESTORS February 2008 - July 2008
The Bank of New York November 2005 - February 2008
Morgan Stanley December 2004 - July 2005
TIAA-CREF 1995 - 2004
Education
Pace University 1999 — 2004
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
WHV Investment Management, Inc. 2012 - Present
Sugar Mountain Capital June 2009 - December 2011
JP Morgan April 2007 - December 2008
JP Morgan October 2005 - April 2007
Prudential Equity Group 2003 - 2005
Education
Fordham University 1999 — 2003
Business, Finance
CFA Institute
CFA
WHV Investment Management, Inc. June 2000 - January 2012
WHV Investment Management, Inc. June 2000 - January 2012
PriceWaterhouseCoopers, LLP June 1998 - April 2000
Skills
Multi-Asset Portfolio..., Equity Product..., Global Business..., Energy / Commodity..., International and..., Domestic and..., Strategic Business and..., Sector and Security..., Valuation Analysis, Regulatory / Policy..., Financial Investigations, Global Client..., Equities, Finance, Valuation, Portfolio Management, Strategy, Risk Management, Entrepreneurship, Due Diligence, Business Development, Investments, Alternative Investments, Start-ups, Fixed Income, Wealth Management, Investment Strategies, Asset Allocation
Education
University of New Haven
MBA, Finance, General
Southern Connecticut State University
Bachelor of Science (BS), Economics and Accounting
College for Financial Planning
Certified Financial Planner
Association of Certified Fraud Examiners
Certified Fraud Examiner