Willett Advisors
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Willett Advisors Employees
Willett Advisors April 2008 - Present
Gordon and Betty Moore Foundation 2001 - 2008
Montgomery Securities/ Bank of America Securities 1986 - 1998
Morgan Stanley 1984 - 1986
Education
Dartmouth College 1979 — 1984
AB, Economics
Willett Advisors March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan July 2011 - December 2012
J.P. Morgan July 2010 - August 2010
Treacy & Company January 2010 - May 2010
Carbon Capital Management August 2009 - December 2009
Monitor Group (now Monitor Deloitte) November 2009 - November 2009
Palladium Group August 2009 - August 2009
Boston Yacht Club April 2007 - August 2009
Sojourner House, Family Shelter September 2008 - May 2009
Skills
Financial Modeling, Start-ups, Research, Data Analysis, Marketing Strategy, Bloomberg, Valuation, Economics, Financial Analysis, Analysis, Corporate Finance, Marketing, Investments, Microsoft Excel, Portfolio Management, Market Research, Investment Banking, Fixed Income, Equity Research, Capital Markets, Private Equity, Strategy, Due Diligence, Derivatives, Asset Management, Equities, Business Development, Emerging Markets, Alternative Investments, Hedge Funds, Venture Capital, Bloomberg Terminal, Series 7, Securities, Relationship Management, Product Development
Education
Boston College 2007 — 2011
Bachelor's Degree
Peking University 2009 — 2009
St. John's Preparatory School 2003 — 2007
Tower School
Willett Advisors August 2014 - Present
Willett Advisors October 2013 - August 2014
Morgan Stanley June 2011 - October 2013
Hines June 2010 - June 2011
Skills
Financial Modeling, Valuation, Real Estate Economics, Alternative Investments, Capital Markets, Portfolio Management, Financial Analysis, Investment Strategies, Asset Managment, Microsoft Excel, Investment Management, Asset Management, Investments
Education
Rice University 2006 — 2010
BA, Economics
London School of Economics and Political Science, U. of London 2009 — 2010
General Course
Willett Advisors 2014 - Present
Squarespace 2013 - 2014
Animoto 2013 - 2013
Auda Private Equity LLC 2010 - 2013
Citi June 2008 - June 2010
Citi June 2007 - August 2007
Tuck School of Business at Dartmouth College August 2004 - June 2005
Skills
Mandarain..., Private Equity, Valuation, Mergers & Acquisitions, Strategy, Investment Banking, Financial Modeling, Due Diligence, Photography, Corporate Finance, Venture Capital, Business Development, Financial Analysis, Hedge Funds, Capital Markets, Investments, Management
Education
Dartmouth College
A.B, Graduated Cum Laude, Double Major in Economics and Neuroscience
Treacy & Company July 2015 - Present
Treacy & Company August 2014 - June 2015
Willett Advisors June 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - March 2012
World Wildlife Fund June 2011 - August 2011
Dartmouth College November 2010 - March 2011
Skills
Economics, Public Relations, Stata, Spanish, Research, Data Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Market Research, Bloomberg, Investments, Private Equity, Portfolio Management, Microsoft Office
Education
Dartmouth College
A.B., Government
The Branson School
Diploma
Lazard June 2015 - Present
Lazard June 2013 - Present
Willett Advisors June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Databank Financial Services Ltd June 2010 - July 2010
Skills
Investments, Investment Banking, Valuation, Leveraged Finance, Portfolio Management, Private Equity, Financial Modeling, Emerging Markets, Fundraising, Finance, Mutual Funds, Entrepreneurship, Analysis, Bloomberg, Corporate Finance, LBO
Education
Brown University 2008 — 2012
BA, Economics
Ghana International School 2001 — 2008
GCE A Level: Economics, Mathematics, History & Business Studies
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Willett Advisors March 2015 - Present
Magnitude Capital, LLC October 2011 - March 2015
E1 Asset Management March 2009 - April 2011
Morgan Stanley June 2007 - October 2008
Jones New York 2006 - 2007
Skills
PeopleSoft, Human Resources, HRIS, Recruiting, ADP Payroll, Performance Management, Kronos, Business Objects, Exit Interviews, Business Continuity..., New Hire Processes, Imac, Employee Relations, Training, Payroll, Talent Acquisition, Onboarding, Benefits Administration, Talent Management, Employee Benefits, Employment Law, Hiring, Personnel Management, Applicant Tracking...
Education
New York University 2009 — 2010
Professional Certificate of Human Capital Management, Human Resources
University of Vermont 2002 — 2006
BA, Fine Art
Parsons School of Design
Industrial Design
BlackRock September 2014 - Present
BlackRock March 2013 - August 2014
DUNBAR CAPITAL MANAGEMENT June 2012 - March 2013
WILLETT ADVISORS May 2010 - December 2011
DIVERSIFIED GLOBAL ASSET MANAGEMENT 2007 - 2010
UBS Investment Bank 2005 - 2007
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Financial Technology
Education
New York University 2012 — 2013
Certificate, Investor Relations
CFA Institute 2005 — 2009
CFA, Chartered Financial Analyst
McGill University 2001 — 2005
Bachelor of Commerce, Finance Major
Champlain
Amulet Capital Partners June 2015 - Present
Willett Advisors August 2013 - June 2015
MatlinPatterson Global Advisers February 2006 - August 2013
Palladium Equity Partners 2004 - 2006
Jefferies & Company August 2002 - August 2004
Education
University of Pennsylvania 1998 — 2002
BA, BS, International Studies and Business
Nichols School 1994 — 1998
Willett Advisors March 2012 - Present
Morgan Stanley August 2009 - February 2012
Morgan Stanley July 2004 - July 2006
Education
Columbia University School of Law 2006 — 2009
Williams College 2000 — 2004
Primary Book Club LLC May 2014 - Present
Willett Advisors August 2008 - May 2013
Lovett Miller & Co. August 2007 - August 2008
Goldman Sachs July 2003 - March 2007
Skills
Investment Banking, Fixed Income, Equities, Alternative Investments, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Financial Modeling, Investments, Private Equity, Asset Management, Securities, Valuation, Equity Research
Education
Georgetown University 1999 — 2003
B.S.B.A, Finance, Economics
St. Ignatius College Prep 1995 — 1999
Willett Advisors October 2013 - Present
Protege Partners September 2010 - October 2013
3G Capital 2008 - 2010
Citadel Alternative Asset Management 2007 - 2008
UBS Alternative Investment Group June 1999 - March 2007
Education
Cornell University 1994 — 1998
BS, Applied Economics & Business Mgmt
Willett Advisors April 2010 - December 2013
Quadrangle Group January 2007 - April 2010
Schnader Harrison Segal & Lewis LLP April 2004 - June 2005
Skills
Operational Due..., Hedge Funds, Alternative Investments, Fixed Income, Venture Capital, Endowments, Foundations, High Net Worth..., Civil Litigation, Asset Management
Education
Fordham University School of Law
Doctor of Law (JD), Law
St. Lawrence University
Bachelor of Arts (B.A.), Art History