WHV Investments, Inc.
Industry: Company
DescriptionFounded: 1937 Parent organization: Laird Norton Financial Group, Inc. Subsidiary: Rivington Global Partners, LLC
WHV Investments, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WHV Investments, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WHV Investments, Inc. Employees
Employee
Years
Job
Industry
Jonathan Fetherolf Jonathan Fetherolf's WHV Investments, Inc. Experience June 2014 - Present
Job Director of Marketing at WHV Investments, Inc.
Industry Marketing and Advertising
Experience
WHV Investments, Inc. June 2014 - Present
Transamerica April 2013 - June 2014
Epsilon October 2009 - April 2013
DiMella Shaffer May 2009 - October 2009
KlingStubbins February 2008 - January 2009
KlingStubbins November 2005 - February 2008
JT Clark Agency October 2003 - November 2005
Skills
Graphic Design, Branding & Identity, Marketing Research, Layout, Marketing, Adobe Creative Suite, Advertising, Marketing Communications, InDesign, Event Planning, Illustrator, Social Media, Photoshop, Social Media Marketing, Online Advertising
Education
Lake Forest College 2002 — 2005
BA, Communication and Media Studies
Bentley University 2000 — 2002
N/A, Business
WHV Investments, Inc. June 2014 - Present
Transamerica April 2013 - June 2014
Epsilon October 2009 - April 2013
DiMella Shaffer May 2009 - October 2009
KlingStubbins February 2008 - January 2009
KlingStubbins November 2005 - February 2008
JT Clark Agency October 2003 - November 2005
Skills
Graphic Design, Branding & Identity, Marketing Research, Layout, Marketing, Adobe Creative Suite, Advertising, Marketing Communications, InDesign, Event Planning, Illustrator, Social Media, Photoshop, Social Media Marketing, Online Advertising
Education
Lake Forest College 2002 — 2005
BA, Communication and Media Studies
Bentley University 2000 — 2002
N/A, Business
Nick Arnold Nick Arnold's WHV Investments, Inc. Experience November 2013 - December 2014
Job Attorney & Edtech Enthusiast
Industry Law Practice
Experience
Attorney January 2012 - Present
Alpha Public Schools June 2015 - August 2015
Education Pioneers June 2015 - August 2015
WHV Investments, Inc. November 2013 - December 2014
Waterman Entertainment January 2009 - December 2011
Spoken World LLC January 2009 - December 2011
Skills
Contract Negotiation, Business Strategy, Business Development, Strategic Partnerships, Entertainment, Operations Management, Licensing, Public Speaking, Educational Technology, Copyright Law, Academic Tutoring, Project Management, Website Development, Film Production, Fundraising, Game Development, Incorporation, Document Drafting, HTML, CSS Javascript, iOS development, Education, Trademarks, Intellectual Property..., Business Planning, Gamification, Edutainment, Start-ups, Digital Media, Joint Ventures, Blogging, Regulatory Requirements, Asset Management, Pitch Development, Children's Entertainment, Youth Mentoring, Client Relations
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Law
University of Michigan 2001 — 2005
Bachelors, Political Science
Attorney January 2012 - Present
Alpha Public Schools June 2015 - August 2015
Education Pioneers June 2015 - August 2015
WHV Investments, Inc. November 2013 - December 2014
Waterman Entertainment January 2009 - December 2011
Spoken World LLC January 2009 - December 2011
Skills
Contract Negotiation, Business Strategy, Business Development, Strategic Partnerships, Entertainment, Operations Management, Licensing, Public Speaking, Educational Technology, Copyright Law, Academic Tutoring, Project Management, Website Development, Film Production, Fundraising, Game Development, Incorporation, Document Drafting, HTML, CSS Javascript, iOS development, Education, Trademarks, Intellectual Property..., Business Planning, Gamification, Edutainment, Start-ups, Digital Media, Joint Ventures, Blogging, Regulatory Requirements, Asset Management, Pitch Development, Children's Entertainment, Youth Mentoring, Client Relations
Education
Boston University School of Law 2005 — 2008
Juris Doctor, Law
University of Michigan 2001 — 2005
Bachelors, Political Science
Gazelle B. Summe Gazelle B. Summe's WHV Investments, Inc. Experience August 2012 - June 2013
Job Vice President, Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust August 2015 - Present
Dodge & Cox June 2013 - May 2015
WHV Investments, Inc. August 2012 - June 2013
WHV Investments, Inc. 2008 - August 2012
American International Group, AIG WorldSource July 2006 - May 2008
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
MBA, Finance
California Polytechnic State University 2002 — 2006
BS, International Business
Bessemer Trust August 2015 - Present
Dodge & Cox June 2013 - May 2015
WHV Investments, Inc. August 2012 - June 2013
WHV Investments, Inc. 2008 - August 2012
American International Group, AIG WorldSource July 2006 - May 2008
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
MBA, Finance
California Polytechnic State University 2002 — 2006
BS, International Business
Livier Sandoval Livier Sandoval's WHV Investments, Inc. Experience May 2014 - Present
Job Senior Operations Analyst at WHV Investments, Inc.
Industry Investment Management
Experience
WHV Investments, Inc. May 2014 - Present
MyVest January 2012 - October 2013
RS Investments May 2005 - August 2010
Smith Barney Consulting Group November 2002 - June 2004
Sonoma State University October 2001 - May 2003
Skills
Performance Tuning, Investments
Education
California State University-Sacramento 1997 — 2000
BA Mathematics, Minor Statistics
WHV Investments, Inc. May 2014 - Present
MyVest January 2012 - October 2013
RS Investments May 2005 - August 2010
Smith Barney Consulting Group November 2002 - June 2004
Sonoma State University October 2001 - May 2003
Skills
Performance Tuning, Investments
Education
California State University-Sacramento 1997 — 2000
BA Mathematics, Minor Statistics
Brett Epler's WHV Investments, Inc. Experience October 2014 - Present
Job Senior Analyst, Securities Operations at WHV Investments, Inc.
Industry Investment Management
Experience
WHV Investments, Inc. October 2014 - Present
Boston Trust & Investment Management Company September 2012 - October 2014
Progressive Asset Management Group/FWG October 2011 - September 2012
America's Growth Capital August 2010 - September 2010
Wellesley Public Schools Business Office June 2008 - July 2010
Skills
Microsoft Excel, Data Analysis, Economics, Financial Analysis, Econometrics, Asset Management, Finance
Education
Bates College 2007 — 2011
B.A., Economics with concentrations in Mathematics and Chinese culture
The University of Edinburgh 2009 — 2010
Semester abroad, Global Economics
Wellesley High School 2004 — 2007
WHV Investments, Inc. October 2014 - Present
Boston Trust & Investment Management Company September 2012 - October 2014
Progressive Asset Management Group/FWG October 2011 - September 2012
America's Growth Capital August 2010 - September 2010
Wellesley Public Schools Business Office June 2008 - July 2010
Skills
Microsoft Excel, Data Analysis, Economics, Financial Analysis, Econometrics, Asset Management, Finance
Education
Bates College 2007 — 2011
B.A., Economics with concentrations in Mathematics and Chinese culture
The University of Edinburgh 2009 — 2010
Semester abroad, Global Economics
Wellesley High School 2004 — 2007
Cassidy Burke Cassidy Burke's WHV Investments, Inc. Experience January 2014 - December 2014
Job Marketing Associate at WHV Investments
Industry Investment Management
Experience
WHV Investments November 2013 - Present
Colorado Christian University May 2014 - Present
WHV Investments, Inc. January 2014 - December 2014
The Edge July 2010 - September 2014
WHV Investments, Inc. November 2013 - January 2014
Janus Capital Group May 2012 - May 2013
Bonacquisti Urban Winery December 2011 - May 2012
MT2, LLC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Recruiting, PowerPoint, Microsoft Excel, Public Speaking, Social Media Marketing, Nonprofits, Marketing, Leadership, Time Management, Sales, Project Management, Research, Training, Event Planning, Management, Team Building, Coaching, Strategic Planning, Communication
Education
University of Virginia 2013 — 2013
Study Abroad Program, Summer-Semester at Sea
Colorado Christian University 2009 — 2013
Double Major in Business Administration and Accounting, Double Emphasis in Marketing and Biblical Studies
WHV Investments November 2013 - Present
Colorado Christian University May 2014 - Present
WHV Investments, Inc. January 2014 - December 2014
The Edge July 2010 - September 2014
WHV Investments, Inc. November 2013 - January 2014
Janus Capital Group May 2012 - May 2013
Bonacquisti Urban Winery December 2011 - May 2012
MT2, LLC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Recruiting, PowerPoint, Microsoft Excel, Public Speaking, Social Media Marketing, Nonprofits, Marketing, Leadership, Time Management, Sales, Project Management, Research, Training, Event Planning, Management, Team Building, Coaching, Strategic Planning, Communication
Education
University of Virginia 2013 — 2013
Study Abroad Program, Summer-Semester at Sea
Colorado Christian University 2009 — 2013
Double Major in Business Administration and Accounting, Double Emphasis in Marketing and Biblical Studies
Royce Suba's WHV Investments, Inc. Experience 2007 - 2011
Job Vice President of Compliance at Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
Jackie Gee Jackie Gee's WHV Investments, Inc. Experience October 2007 - September 2013
Job Portfolio Accountant at WHV Investment Management
Industry Financial Services
Experience
WHV Investments, Inc. October 2007 - September 2013
WHV Investments, Inc. August 2006 - October 2007
William Meyer Properties, Inc. August 2004 - July 2006
Williams-Sonoma, Inc. November 2005 - February 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft CRM, Bloomberg Software, Security APL, Separately Managed..., Unified Managed Accounts, Financial Modeling, Bloomberg
Education
San Francisco State University 2000 — 2005
Bachelor of Science (B.S.), Marketing
WHV Investments, Inc. October 2007 - September 2013
WHV Investments, Inc. August 2006 - October 2007
William Meyer Properties, Inc. August 2004 - July 2006
Williams-Sonoma, Inc. November 2005 - February 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft CRM, Bloomberg Software, Security APL, Separately Managed..., Unified Managed Accounts, Financial Modeling, Bloomberg
Education
San Francisco State University 2000 — 2005
Bachelor of Science (B.S.), Marketing
Jarrett Yingling Jarrett Yingling's WHV Investments, Inc. Experience August 2014 - Present
Job Client Relations Associate at WHV Investments, Inc
Industry Investment Management
Experience
WHV Investments, Inc. August 2014 - Present
NEPC June 2012 - July 2014
NEPC January 2012 - June 2012
NEPC September 2010 - December 2011
Skills
Analysis, Financial Analysis, Management, Portfolio Management, Investments, Due Diligence, Hedge Funds, Leadership, Research, Valuation, Finance, Data Analysis, Alternative Investments, Risk Management, Economics, Microsoft Excel, Market Research, Equities, Accounting, Budgets, Mutual Funds
Education
Florida Gulf Coast University 2005 — 2010
Bachelor's, Finance, Economics
WHV Investments, Inc. August 2014 - Present
NEPC June 2012 - July 2014
NEPC January 2012 - June 2012
NEPC September 2010 - December 2011
Skills
Analysis, Financial Analysis, Management, Portfolio Management, Investments, Due Diligence, Hedge Funds, Leadership, Research, Valuation, Finance, Data Analysis, Alternative Investments, Risk Management, Economics, Microsoft Excel, Market Research, Equities, Accounting, Budgets, Mutual Funds
Education
Florida Gulf Coast University 2005 — 2010
Bachelor's, Finance, Economics
Christina Saber's WHV Investments, Inc. Experience 2013 - Present
Job Senior Counsel / Corporate Secretary
Industry Investment Management
Experience
WHV Investments, Inc. 2013 - Present
HSBC Securities 2011 - 2012
Société Générale 2010 - 2011
Swiss Re 2005 - 2008
Schulte Roth & Zabel LLP 2003 - 2005
Mayer Brown 1998 - 2003
Coudert Brothers 1997 - 1998
Education
Université Panthéon Assas (Paris II)
DEA, Droit Commercial
Fordham University School of Law
JD
University of Wisconsin-Madison
BA, Political Science
University of Paris I: Panthéon-Sorbonne
WHV Investments, Inc. 2013 - Present
HSBC Securities 2011 - 2012
Société Générale 2010 - 2011
Swiss Re 2005 - 2008
Schulte Roth & Zabel LLP 2003 - 2005
Mayer Brown 1998 - 2003
Coudert Brothers 1997 - 1998
Education
Université Panthéon Assas (Paris II)
DEA, Droit Commercial
Fordham University School of Law
JD
University of Wisconsin-Madison
BA, Political Science
University of Paris I: Panthéon-Sorbonne
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY