William Blair & Company
Industry: Financial services company
DescriptionWilliam Blair & Company is American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. Assets under management: 93.4 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Founder: William M. Blair Founded: 8 January 1935 Executives: John R. Ettelson (CEO, President), Subsidiaries: William Blair International Limited,
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William Blair & Company Employees
Employee
Years
Job
Industry
Jason Moskowitz Jason Moskowitz's William Blair & Company Experience 1999 - 2002
Job Principal at Duchossois Capital Management
Industry Venture Capital & Private Equity
Experience
Duchossois Capital Management December 2013 - Present
The Duchossois Group May 2012 - Present
Merit Capital Partners July 2007 - April 2012
Pfingsten Partners 2003 - 2006
William Blair & Company 1999 - 2002
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Corporate Finance, M&A experience, Venture Capital, Investment Banking, LBO, Strategy, Capital Markets, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Master of Business Administration (MBA), Finance
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Business Economics
Duchossois Capital Management December 2013 - Present
The Duchossois Group May 2012 - Present
Merit Capital Partners July 2007 - April 2012
Pfingsten Partners 2003 - 2006
William Blair & Company 1999 - 2002
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Corporate Finance, M&A experience, Venture Capital, Investment Banking, LBO, Strategy, Capital Markets, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Master of Business Administration (MBA), Finance
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Business Economics
Arjuna Reddy's William Blair & Company Experience July 2011 - April 2014
Job Senior Director at BucketFeet
Industry Retail
Experience
BucketFeet October 2014 - Present
ChiBor Angels, LLC June 2014 - Present
William Blair & Company July 2011 - April 2014
CompuBill, Inc. April 2008 - April 2011
UBS Investment Bank September 2004 - February 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Venture Capital, Finance, Valuation, Series 63, Private Equity, Start-ups, Entrepreneurship, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, Finance and Health Enterprise Management
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
BucketFeet October 2014 - Present
ChiBor Angels, LLC June 2014 - Present
William Blair & Company July 2011 - April 2014
CompuBill, Inc. April 2008 - April 2011
UBS Investment Bank September 2004 - February 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Venture Capital, Finance, Valuation, Series 63, Private Equity, Start-ups, Entrepreneurship, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, Finance and Health Enterprise Management
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Joann Velasquez's William Blair & Company Experience June 1978 - April 1985
Job Real Estate, Business Development, Sales Coach, Mentor, Marketing and Philosophy
Industry Real Estate
Experience
Avenues Unlimited May 2005 - Present
Fairway Independent Mortgage Corporation March 2013 - December 2013
EASE REALTY August 2005 - June 2008
Metro Brokers Referral Real Estate October 1999 - May 2005
Re/Max Alliance August 1998 - October 1999
Angels In Motion September 1996 - August 1998
Melody Jaisson Image Corporation June 1985 - December 1990
William Blair & Company June 1978 - April 1985
Newhard Cook & Company June 1977 - June 1978
Skills
Negotiator, Mentoring, Promotions, Short Sales, Foreclosures, REO, First Time Home Buyers, Investors, HUD, Rentals, Real Estate, Green, SFR, Sellers, Investment Properties, Buyer Representation, Seniors, Residential, First Time Buyers, New Home Sales, Home Marketing, Distressed Property, Single Family Homes, Listings, Certified Negotiations..., Referrals, 2011 Five Star Real..., Residential Homes, Negotiation, Real Property, Real Estate Development, Investments, FHA, Loans, Condos, Real Estate Transactions, Entrepreneurship, Property, Sales, Marketing, New Homes, Mortgage Lending, Income Properties, Relocation, Buyers, ABR, Council of Residential..., 1031 Exchanges, Vacation Homes, National Association of...
Education
University of Colorado Boulder 1976 — 1977
Psychology Was Major, but no Degree
University of Colorado Boulder, Pomona High School, Arvada
High School Diploma, No Degree, Psychology
Avenues Unlimited May 2005 - Present
Fairway Independent Mortgage Corporation March 2013 - December 2013
EASE REALTY August 2005 - June 2008
Metro Brokers Referral Real Estate October 1999 - May 2005
Re/Max Alliance August 1998 - October 1999
Angels In Motion September 1996 - August 1998
Melody Jaisson Image Corporation June 1985 - December 1990
William Blair & Company June 1978 - April 1985
Newhard Cook & Company June 1977 - June 1978
Skills
Negotiator, Mentoring, Promotions, Short Sales, Foreclosures, REO, First Time Home Buyers, Investors, HUD, Rentals, Real Estate, Green, SFR, Sellers, Investment Properties, Buyer Representation, Seniors, Residential, First Time Buyers, New Home Sales, Home Marketing, Distressed Property, Single Family Homes, Listings, Certified Negotiations..., Referrals, 2011 Five Star Real..., Residential Homes, Negotiation, Real Property, Real Estate Development, Investments, FHA, Loans, Condos, Real Estate Transactions, Entrepreneurship, Property, Sales, Marketing, New Homes, Mortgage Lending, Income Properties, Relocation, Buyers, ABR, Council of Residential..., 1031 Exchanges, Vacation Homes, National Association of...
Education
University of Colorado Boulder 1976 — 1977
Psychology Was Major, but no Degree
University of Colorado Boulder, Pomona High School, Arvada
High School Diploma, No Degree, Psychology
Mark D. Wheeler, CFA's William Blair & Company Experience August 2009 - Present
Job Financial Advisor at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2009 - Present
J.P. Morgan December 1997 - August 2009
BMO Harris Bank March 1989 - December 1997
Education
Purdue University 1978 — 1982
Bachelor of Science (B.S.), Finance, General
William Blair & Company August 2009 - Present
J.P. Morgan December 1997 - August 2009
BMO Harris Bank March 1989 - December 1997
Education
Purdue University 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Erin McQuarrie's William Blair & Company Experience June 2015 - August 2015
Job MBA Candidate, Kellogg School of Management
Industry Higher Education
Experience
William Blair & Company June 2015 - August 2015
Oxy August 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Engineering, Solidworks, Research
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2005 — 2009
Bachelor's, Mechanical Engineering
William Blair & Company June 2015 - August 2015
Oxy August 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Engineering, Solidworks, Research
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2005 — 2009
Bachelor's, Mechanical Engineering
Brian Schultz Brian Schultz's William Blair & Company Experience April 2009 - Present
Job Wealth Management at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2009 - Present
BOSS SECURITIES, LLC January 1994 - January 2006
Skills
Series 7, Equities, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Series 63, Investment Advisory, Investment Strategies
Education
University at Buffalo 1981 — 1985
Bachelor's Degree, Business Management
Brighton High School Rochester New York
William Blair & Company April 2009 - Present
BOSS SECURITIES, LLC January 1994 - January 2006
Skills
Series 7, Equities, Portfolio Management, Alternative Investments, Asset Management, Fixed Income, Series 63, Investment Advisory, Investment Strategies
Education
University at Buffalo 1981 — 1985
Bachelor's Degree, Business Management
Brighton High School Rochester New York
Andrew McDonald Andrew McDonald's William Blair & Company Experience September 2013 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
Daniel Skowronski Daniel Skowronski's William Blair & Company Experience December 2009 - June 2012
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Devin Meyer Devin Meyer's William Blair & Company Experience August 2013 - Present
Job Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
U.S. Senator Mark Kirk (R-IL) November 2010 - April 2012
U.S. Senator Mark Kirk (R-IL) September 2009 - November 2010
BMO Capital Markets July 2006 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Public Policy, Politics, Analysis, Equities, Valuation, Financial Modeling, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship & Innovation
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
B.B.A., Finance
William Blair & Company August 2013 - Present
U.S. Senator Mark Kirk (R-IL) November 2010 - April 2012
U.S. Senator Mark Kirk (R-IL) September 2009 - November 2010
BMO Capital Markets July 2006 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Public Policy, Politics, Analysis, Equities, Valuation, Financial Modeling, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship & Innovation
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
B.B.A., Finance
Ross Hambrick Ross Hambrick's William Blair & Company Experience January 2014 - Present
Job Investment Analyst at William Blair
Industry Investment Management
Experience
William Blair & Company January 2014 - Present
Fifth Third Bank June 2013 - December 2013
Johnson Investment Counsel June 2010 - August 2012
Ohio National Financial Services December 2009 - December 2009
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration, Finance and Business Economics, 3.96
William Blair & Company January 2014 - Present
Fifth Third Bank June 2013 - December 2013
Johnson Investment Counsel June 2010 - August 2012
Ohio National Financial Services December 2009 - December 2009
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration, Finance and Business Economics, 3.96
Christopher Vincent, CFA Christopher Vincent, CFA's William Blair & Company Experience October 2012 - July 2013
Job Head of Fixed Income at William Blair and Company
Industry Investment Management
Experience
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
Deanna Hong's William Blair & Company Experience April 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Internet
Experience
William Blair & Company April 2014 - Present
PwC September 2013 - March 2014
Extole July 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, Leadership, Microsoft Office, Entrepreneurship, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Word, Customer Service, Accounting, Analytical Skills, Teamwork
Education
University of California, Berkeley
B.S., Business Administration, May 2013
William Blair & Company April 2014 - Present
PwC September 2013 - March 2014
Extole July 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, Leadership, Microsoft Office, Entrepreneurship, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Word, Customer Service, Accounting, Analytical Skills, Teamwork
Education
University of California, Berkeley
B.S., Business Administration, May 2013
Steve Perritt, CFA, CFP's William Blair & Company Experience April 2000 - October 2004
Job Senior Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
G. Michael Ference G. Michael Ference's William Blair & Company Experience July 2015 - Present
Job Data Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
The University of Texas at Austin, Aerospace Engineering Department May 2014 - May 2015
Skills
C++, Linux, Qt Creator, Mathematica, Microsoft Office, Microsoft Excel, GNU Octave, Data Analysis
Education
The University of Texas at Austin 2013 — 2015
Bachelor's Degree, Physics
San Francisco Conservatory of Music 2009 — 2012
Trombone Performance
The Woodlands High School 2005 — 2009
William Blair & Company July 2015 - Present
The University of Texas at Austin, Aerospace Engineering Department May 2014 - May 2015
Skills
C++, Linux, Qt Creator, Mathematica, Microsoft Office, Microsoft Excel, GNU Octave, Data Analysis
Education
The University of Texas at Austin 2013 — 2015
Bachelor's Degree, Physics
San Francisco Conservatory of Music 2009 — 2012
Trombone Performance
The Woodlands High School 2005 — 2009
Andrew Abrams Andrew Abrams's William Blair & Company Experience June 2013 - July 2013
Job Student at University of California, Berkeley
Industry Management Consulting
Experience
Aviv REIT, Inc. June 2014 - Present
William Blair & Company June 2013 - July 2013
Eagle Management Group, LLC May 2012 - June 2012
Camp Horseshoe June 2010 - August 2010
Skills
Problem Solving, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Entrepreneurship, Photoshop, Stata, R, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Economics, 3.3/4
Highland Park High School 2007 — 2011
High School
Aviv REIT, Inc. June 2014 - Present
William Blair & Company June 2013 - July 2013
Eagle Management Group, LLC May 2012 - June 2012
Camp Horseshoe June 2010 - August 2010
Skills
Problem Solving, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Entrepreneurship, Photoshop, Stata, R, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Economics, 3.3/4
Highland Park High School 2007 — 2011
High School
Evelyn Hren's William Blair & Company Experience February 2012 - October 2014
Job Business Analyst at The Newport Group
Industry Investment Management
Experience
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
Charlie Palmer Charlie Palmer's William Blair & Company Experience May 2014 - August 2014
Job Incoming Asset Management Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - August 2015
William Blair & Company May 2014 - August 2014
Epic October 2013 - February 2014
As Green As It Gets June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, PowerPoint, Financial Modeling, Financial Accounting, Stock Market Analysis, Financial Markets, Healthcare Information..., Business Analysis, HR Policies, Finance, Financial Analysis, Leadership, Data Analysis, Economics
Education
University of Wisconsin-Madison 2012 — 2016
Finance, Investment and Banking
Universitat Pompeu Fabra 2015 — 2015
Finance
The Hotchkiss School 2009 — 2012
High School
J.P. Morgan June 2015 - August 2015
William Blair & Company May 2014 - August 2014
Epic October 2013 - February 2014
As Green As It Gets June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Research, Teamwork, PowerPoint, Financial Modeling, Financial Accounting, Stock Market Analysis, Financial Markets, Healthcare Information..., Business Analysis, HR Policies, Finance, Financial Analysis, Leadership, Data Analysis, Economics
Education
University of Wisconsin-Madison 2012 — 2016
Finance, Investment and Banking
Universitat Pompeu Fabra 2015 — 2015
Finance
The Hotchkiss School 2009 — 2012
High School
David Mandell, CFA David Mandell, CFA's William Blair & Company Experience June 2010 - Present
Job Equity Research Associate at William Blair & Company I MBA Candidate at Kellogg School of Management
Industry Investment Banking
Experience
William Blair & Company June 2010 - Present
William Blair & Company June 2008 - May 2010
LaSalle Bank June 2007 - August 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investments, Financial Analysis, Due Diligence, Investment Banking, Series 7, Corporate Finance, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Accounting
William Blair & Company June 2010 - Present
William Blair & Company June 2008 - May 2010
LaSalle Bank June 2007 - August 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investments, Financial Analysis, Due Diligence, Investment Banking, Series 7, Corporate Finance, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Accounting
Luiz Ottavio Greca Luiz Ottavio Greca's William Blair & Company Experience August 2013 - Present
Job William Blair & Company LLC
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
BofA Merrill Lynch June 2012 - August 2012
Greca & Wasserman Advocacia e Consultoria Juridica January 2009 - October 2011
Hospital Pequeno Príncipe February 2006 - January 2009
Skills
Sales Management, Negotiation, Investment Banking, Corporate Finance, Finance, Banking Law, Entrepreneurship, Coaching, Capital Markets, Strategy, Strategic Planning
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Universidade Federal do Paraná 2001 — 2006
Juris Doctor, Law
Colegio Medianeira
Colegio Medianeira
William Blair & Company August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
BofA Merrill Lynch June 2012 - August 2012
Greca & Wasserman Advocacia e Consultoria Juridica January 2009 - October 2011
Hospital Pequeno Príncipe February 2006 - January 2009
Skills
Sales Management, Negotiation, Investment Banking, Corporate Finance, Finance, Banking Law, Entrepreneurship, Coaching, Capital Markets, Strategy, Strategic Planning
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Universidade Federal do Paraná 2001 — 2006
Juris Doctor, Law
Colegio Medianeira
Colegio Medianeira
Alain Nono Alain Nono's William Blair & Company Experience August 2013 - Present
Job Investment Banking Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2013 - Present
UBS Investment Bank June 2012 - August 2012
T. Rowe Price October 2008 - August 2011
Vision Technology Services November 2005 - October 2008
ACS, a Xerox Company August 2003 - November 2005
Skills
Business Analysis, Strategic Planning, Data Analysis, Financial Modeling, Financial Analysis, Project Management, Competitive Analysis, Management Consulting, Valuation, Business Strategy, Team Leadership
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
University of Maryland College Park
Master of Science, Project Management
Politecnico di Torino
Laurea, Civil Engineering
William Blair & Company August 2013 - Present
UBS Investment Bank June 2012 - August 2012
T. Rowe Price October 2008 - August 2011
Vision Technology Services November 2005 - October 2008
ACS, a Xerox Company August 2003 - November 2005
Skills
Business Analysis, Strategic Planning, Data Analysis, Financial Modeling, Financial Analysis, Project Management, Competitive Analysis, Management Consulting, Valuation, Business Strategy, Team Leadership
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
University of Maryland College Park
Master of Science, Project Management
Politecnico di Torino
Laurea, Civil Engineering
Betty Katsaros's William Blair & Company Experience 2012 - Present
Job Registered Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
Jack Stillman Jack Stillman's William Blair & Company Experience June 2015 - Present
Job Summer Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
Texas Undergraduate Computational Finance February 2014 - January 2015
WH Trading June 2014 - August 2014
College Splits February 2014 - June 2014
Glenview Park District June 2013 - August 2013
Car Outlet June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Credit, Investments, Equities, PowerPoint, Team Building, Final Cut Pro, Credit Analysis, Google Suite, Bloomberg, Eurodollars, Options Strategies, Commodity Markets, Proprietary Trading, Teamwork, Research, Microsoft Word, Leadership, Customer Service, Social Media, Data Acquisition, Municipal Bonds, DBC Finance
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2009 — 2013
William Blair & Company June 2015 - Present
Texas Undergraduate Computational Finance February 2014 - January 2015
WH Trading June 2014 - August 2014
College Splits February 2014 - June 2014
Glenview Park District June 2013 - August 2013
Car Outlet June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Credit, Investments, Equities, PowerPoint, Team Building, Final Cut Pro, Credit Analysis, Google Suite, Bloomberg, Eurodollars, Options Strategies, Commodity Markets, Proprietary Trading, Teamwork, Research, Microsoft Word, Leadership, Customer Service, Social Media, Data Acquisition, Municipal Bonds, DBC Finance
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2009 — 2013
Patrick Atwood Patrick Atwood's William Blair & Company Experience June 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2014 - Present
Kellogg Undergraduate Student Affairs Committee March 2012 - July 2014
Fluent Grp August 2013 - June 2014
Northwestern University September 2012 - June 2014
Rolling Green Country Club April 2006 - May 2014
William Blair & Company May 2013 - August 2013
Northwestern Undergraduate Pre-Medical Society November 2011 - May 2013
Copper River Capital Partners, LLC June 2012 - September 2012
Gateway Science Workshop June 2011 - June 2012
McCormick School of Engineering and Applied Sciences February 2012 - May 2012
Skills
Microsoft Excel, Matlab, Microsoft Office, Analysis, Public Speaking, AMPL, Critical Thinking, C++, Team Leadership, Dealogic, Bloomberg, Capital IQ, Adobe Creative Suite, Strategy, Negotiation, Leadership, Research
Education
Northwestern University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Engineering Sciences & Applied Mathematics
Kellogg School of Management 2012 — 2014
Undergraduate Certificate Program (CPU) in Financial Economics
William Blair & Company June 2014 - Present
Kellogg Undergraduate Student Affairs Committee March 2012 - July 2014
Fluent Grp August 2013 - June 2014
Northwestern University September 2012 - June 2014
Rolling Green Country Club April 2006 - May 2014
William Blair & Company May 2013 - August 2013
Northwestern Undergraduate Pre-Medical Society November 2011 - May 2013
Copper River Capital Partners, LLC June 2012 - September 2012
Gateway Science Workshop June 2011 - June 2012
McCormick School of Engineering and Applied Sciences February 2012 - May 2012
Skills
Microsoft Excel, Matlab, Microsoft Office, Analysis, Public Speaking, AMPL, Critical Thinking, C++, Team Leadership, Dealogic, Bloomberg, Capital IQ, Adobe Creative Suite, Strategy, Negotiation, Leadership, Research
Education
Northwestern University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Engineering Sciences & Applied Mathematics
Kellogg School of Management 2012 — 2014
Undergraduate Certificate Program (CPU) in Financial Economics
Henry Tam Henry Tam's William Blair & Company Experience 2004 - 2007
Job Strategic Partnerships at eBay
Industry Internet
Chris Draper Chris Draper's William Blair & Company Experience June 2014 - December 2014
Job Analyst at A&G Realty Partners
Industry Commercial Real Estate
Experience
A&G Realty Partners December 2014 - Present
Yhim.org May 2014 - Present
Lincoln Way North Community High School August 2010 - Present
William Blair & Company June 2014 - December 2014
William Blair & Company June 2013 - May 2014
Scottrade February 2012 - June 2013
Office Depot July 2010 - July 2012
Talon Merchant Capital January 2007 - January 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Outlook, Customer Experience, Team Building, Forecasting, Networking, Leadership, Inventory Control, Microsoft Word, Inventory, Budgets, Business Analysis, Teamwork, PowerPoint, Event Planning, Social Media, Time Management, Team Leadership, Data Entry, Windows 7, Facebook, Stocks, Coaching, Social Networking, Windows, Analysis, Finance, Stock Market, Critical Thinking, Banking, Highly detail oriented, Vlookup, Cash Management, Pivot Tables, Cashiering, Asset Allocation, Team-oriented, Training, Financial Services, Accounting, Financial Accounting, Auditing, Research, Financial Analysis
Education
Saint Xavier University 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
A&G Realty Partners December 2014 - Present
Yhim.org May 2014 - Present
Lincoln Way North Community High School August 2010 - Present
William Blair & Company June 2014 - December 2014
William Blair & Company June 2013 - May 2014
Scottrade February 2012 - June 2013
Office Depot July 2010 - July 2012
Talon Merchant Capital January 2007 - January 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Outlook, Customer Experience, Team Building, Forecasting, Networking, Leadership, Inventory Control, Microsoft Word, Inventory, Budgets, Business Analysis, Teamwork, PowerPoint, Event Planning, Social Media, Time Management, Team Leadership, Data Entry, Windows 7, Facebook, Stocks, Coaching, Social Networking, Windows, Analysis, Finance, Stock Market, Critical Thinking, Banking, Highly detail oriented, Vlookup, Cash Management, Pivot Tables, Cashiering, Asset Allocation, Team-oriented, Training, Financial Services, Accounting, Financial Accounting, Auditing, Research, Financial Analysis
Education
Saint Xavier University 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
Mary (Vehe) Salbego Mary (Vehe) Salbego's William Blair & Company Experience 1997 - 2001
Job Early Stage Corporate and Financial Strategist
Industry Venture Capital & Private Equity
Experience
Self Employed 2011 - Present
Renew Media LLC 2010 - 2011
William Blair & Company 1997 - 2001
Dillon, Read & Co. Inc. 1997 - 1997
Jones Lang LaSalle 1996 - 1996
Jones Lang LaSalle 1994 - 1996
Jones Lang LaSalle 1992 - 1994
American National Bank 1991 - 1992
Skills
Corporate Finance, Corporate Strategy..., Start-ups, Capital Raising, Mergers & Acquisitions, Research, Due Diligence, Analysis, Investment Banking, Corporate Social..., Valuation, Finance, Budgets, Cash Flow, Management, Equities, Credit, Loans, Portfolio Management, Real Estate
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Graduated with Honors, GPA: 3.8/4.0, Dean's List.
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.), Finance and Business, Graduated with Distinction, GPA: 4.6/5.0 in Finance, 4.4/5.0 overall.
Self Employed 2011 - Present
Renew Media LLC 2010 - 2011
William Blair & Company 1997 - 2001
Dillon, Read & Co. Inc. 1997 - 1997
Jones Lang LaSalle 1996 - 1996
Jones Lang LaSalle 1994 - 1996
Jones Lang LaSalle 1992 - 1994
American National Bank 1991 - 1992
Skills
Corporate Finance, Corporate Strategy..., Start-ups, Capital Raising, Mergers & Acquisitions, Research, Due Diligence, Analysis, Investment Banking, Corporate Social..., Valuation, Finance, Budgets, Cash Flow, Management, Equities, Credit, Loans, Portfolio Management, Real Estate
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Graduated with Honors, GPA: 3.8/4.0, Dean's List.
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.), Finance and Business, Graduated with Distinction, GPA: 4.6/5.0 in Finance, 4.4/5.0 overall.
Todd Buehl Todd Buehl's William Blair & Company Experience June 2001 - April 2004
Job Chief Financial Officer at ABC Supply
Industry Financial Services
Experience
ABC Supply April 2014 - Present
ABC Supply June 2012 - March 2014
Hendricks Holding Co., Inc. April 2004 - June 2012
William Blair & Company June 2001 - April 2004
William Blair & Company June 1998 - June 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance, Real Estate
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Strategy and Management, Finance
ABC Supply April 2014 - Present
ABC Supply June 2012 - March 2014
Hendricks Holding Co., Inc. April 2004 - June 2012
William Blair & Company June 2001 - April 2004
William Blair & Company June 1998 - June 2001
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance, Real Estate
Northwestern University - Kellogg School of Management 2002 — 2003
MBA, Strategy and Management, Finance
Michael Amez Michael Amez's William Blair & Company Experience April 2013 - Present
Job Vice President, William Blair Technology Investment Banking
Industry Investment Banking
Experience
William Blair & Company April 2013 - Present
UBS Investment Bank July 2011 - April 2013
A.T. Kearney July 2006 - August 2009
Skills
Business Process..., Management Consulting, Financial Modeling, Valuation, Private Equity, Banking, Finance, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Emerging Markets, Investment Banking
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Corporate Strategy
William Blair & Company April 2013 - Present
UBS Investment Bank July 2011 - April 2013
A.T. Kearney July 2006 - August 2009
Skills
Business Process..., Management Consulting, Financial Modeling, Valuation, Private Equity, Banking, Finance, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Emerging Markets, Investment Banking
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Corporate Strategy
Jonathan Good Jonathan Good's William Blair & Company Experience April 2000 - June 2005
Job Sr. Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Robert W. Baird & Co. November 2006 - Present
Gartmore July 2005 - July 2006
William Blair & Company April 2000 - June 2005
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Capital Markets, Equity Valuation, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Series 7
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
University of Pennsylvania 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General
Thomas Midura Thomas Midura's William Blair & Company Experience 2000 - 2002
Job Treasurer at Graycor
Industry Construction
Experience
Graycor June 2010 - Present
BMO Capital Markets 2004 - 2010
Banc One Capital Markets (now J.P. Morgan) 2003 - 2004
William Blair & Company 2000 - 2002
ABN AMRO Bank N.V. 1996 - 2000
Lehman Brothers 1995 - 1995
Skills
Mergers & Acquisitions, Risk Management, Strategic Planning, Business Development, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Management Strategy
University of California, Berkeley
BA
Graycor June 2010 - Present
BMO Capital Markets 2004 - 2010
Banc One Capital Markets (now J.P. Morgan) 2003 - 2004
William Blair & Company 2000 - 2002
ABN AMRO Bank N.V. 1996 - 2000
Lehman Brothers 1995 - 1995
Skills
Mergers & Acquisitions, Risk Management, Strategic Planning, Business Development, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Management Strategy
University of California, Berkeley
BA
Beth Satterfield Beth Satterfield's William Blair & Company Experience July 2015 - Present
Job Managing Director Head of Market Development at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2015 - Present
Aurora Investment Management October 2012 - June 2015
Glencoe Capital, LLC & Stockwell Capital, LLC July 2000 - September 2012
LaSalle Bank (Bank of America) February 1994 - July 2000
NBD Bank (JP Morgan Chase) June 1990 - February 1994
Skills
Deal Structuring, Organization Leadership, Capital Raising, Private Equity, Investments, Portfolio Management, Underwriting, Organizational..., Alternative Investments, Asset Management, Business Planning, Business Strategy, Credit Analysis, Communication, Due Diligence, Entrepreneurship, Equities, Executive Management, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Leadership, Leveraged Finance, Management, Mergers, Mergers, Negotiation, Organization, Risk Management, Strategy, Structured Finance, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 1995 — 1998
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance, Honors
William Blair & Company July 2015 - Present
Aurora Investment Management October 2012 - June 2015
Glencoe Capital, LLC & Stockwell Capital, LLC July 2000 - September 2012
LaSalle Bank (Bank of America) February 1994 - July 2000
NBD Bank (JP Morgan Chase) June 1990 - February 1994
Skills
Deal Structuring, Organization Leadership, Capital Raising, Private Equity, Investments, Portfolio Management, Underwriting, Organizational..., Alternative Investments, Asset Management, Business Planning, Business Strategy, Credit Analysis, Communication, Due Diligence, Entrepreneurship, Equities, Executive Management, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Leadership, Leveraged Finance, Management, Mergers, Mergers, Negotiation, Organization, Risk Management, Strategy, Structured Finance, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 1995 — 1998
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance, Honors
Anna Corley Nason Anna Corley Nason's William Blair & Company Experience November 2011 - May 2012
Job Communications Professional
Industry Public Relations and Communications
Experience
William Blair & Company November 2011 - May 2012
U.S. House of Representatives June 2011 - July 2011
The Heritage Foundation January 2011 - May 2011
Skills
Politics, Public Policy, Research, Foreign Policy, International Relations, Grassroots Organizing, Policy Analysis, Fundraising, Political Campaigns, Political Science, Stata, International Security, Foreign Affairs, International..., Nonprofits
Education
The Hebrew University 2012 — 2014
Master of Arts (M.A.), Israel Studies: Society and Politics
Texas A&M University 2006 — 2010
Bachelor of Arts (B.A.), International Studies: Politics and Diplomacy, International Affairs
William Blair & Company November 2011 - May 2012
U.S. House of Representatives June 2011 - July 2011
The Heritage Foundation January 2011 - May 2011
Skills
Politics, Public Policy, Research, Foreign Policy, International Relations, Grassroots Organizing, Policy Analysis, Fundraising, Political Campaigns, Political Science, Stata, International Security, Foreign Affairs, International..., Nonprofits
Education
The Hebrew University 2012 — 2014
Master of Arts (M.A.), Israel Studies: Society and Politics
Texas A&M University 2006 — 2010
Bachelor of Arts (B.A.), International Studies: Politics and Diplomacy, International Affairs
Elizabeth Rolewicz Elizabeth Rolewicz's William Blair & Company Experience July 2002 - January 2011
Job MultiMedia Artist at Rolegraphy
Industry Design
Experience
Self-Employed August 2012 - Present
William Blair & Company July 2002 - January 2011
Lifetouch Publishing October 2001 - June 2002
Skills
Photography, Graphic Design, Pre-press, Adobe Creative Suite, Desktop Publishing, Microsoft Office, Digital Printing, Client Presentation, Customer Service, Social Media Blogging, Online Research, Bookbinding, Web Design, 3D visualization, Digital Photography, Screen Printing, Logo Design, Camera Operating, Darkroom, Printing, Film, Film Cameras, Black & White
Education
University of Illinois at Chicago 1997 — 2001
BFA, Film/Video and Photographic Arts
Rock Valley College 1995 — 1997
Self-Employed August 2012 - Present
William Blair & Company July 2002 - January 2011
Lifetouch Publishing October 2001 - June 2002
Skills
Photography, Graphic Design, Pre-press, Adobe Creative Suite, Desktop Publishing, Microsoft Office, Digital Printing, Client Presentation, Customer Service, Social Media Blogging, Online Research, Bookbinding, Web Design, 3D visualization, Digital Photography, Screen Printing, Logo Design, Camera Operating, Darkroom, Printing, Film, Film Cameras, Black & White
Education
University of Illinois at Chicago 1997 — 2001
BFA, Film/Video and Photographic Arts
Rock Valley College 1995 — 1997
Shez Bandukwala Shez Bandukwala's William Blair & Company Experience August 1992 - October 2002
Job
Industry Investment Banking
Experience
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
Sarah Vandenberg Sarah Vandenberg's William Blair & Company Experience August 2014 - Present
Job Senior Auditor at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
The Latin School of Chicago January 2014 - Present
CBOE August 2012 - August 2014
The Scoular Company October 2011 - August 2012
St. Olaf College September 2010 - May 2011
St. Olaf Business Office September 2010 - May 2011
St. Olaf College September 2007 - May 2011
St. Olaf College September 2009 - May 2010
Skills
R, Microsoft Word, Microsoft Excel, Lotus Notes, SPSS, Regression Analysis, Market Data, Auditing, Compliance, Statistical Data..., Teaching, Data Analysis, Statistics, Leadership, PowerPoint, Teamwork, Statistical Modeling, Critical Thinking, Research
Education
St. Olaf College 2007 — 2011
BA, Mathematics Statistics
St. Olaf College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and Statistics
William Blair & Company August 2014 - Present
The Latin School of Chicago January 2014 - Present
CBOE August 2012 - August 2014
The Scoular Company October 2011 - August 2012
St. Olaf College September 2010 - May 2011
St. Olaf Business Office September 2010 - May 2011
St. Olaf College September 2007 - May 2011
St. Olaf College September 2009 - May 2010
Skills
R, Microsoft Word, Microsoft Excel, Lotus Notes, SPSS, Regression Analysis, Market Data, Auditing, Compliance, Statistical Data..., Teaching, Data Analysis, Statistics, Leadership, PowerPoint, Teamwork, Statistical Modeling, Critical Thinking, Research
Education
St. Olaf College 2007 — 2011
BA, Mathematics Statistics
St. Olaf College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics and Statistics
Teresa Devereux's William Blair & Company Experience September 2015 - Present
Job Director Barclays Wealth & Investment Mgmt
Industry Financial Services
Experience
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
Vivian Lin Thurston, CFA's William Blair & Company Experience 2015 - Present
Job International Consumer Analyst at William Blair & Company; President, Chinese Finance Association of America
Industry Investment Management
Experience
William Blair & Company 2015 - Present
Chinese Finance Association of America, NFP 2009 - Present
Calamos Investments 2013 - 2015
Mesirow Advanced Strategies 2012 - 2013
UBS Global Asset Management 2003 - 2011
UBS Global Asset Management 1999 - 2003
China Agribusiness Development Trust & Investment Corp. 1995 - 1996
China Vanke Co. Ltd. 1994 - 1995
Skills
Possess strong..., Strongly self-motivated, Communication Skills, Fluent in Chinese, Chinese, Finance, Emerging Markets, Investments, Equities
Education
University of Illinois at Urbana-Champaign - College of Business
Master of Science, Finance
University of Illinois at Urbana-Champaign
Master of Arts, Sociology
Peking University
Bachelor's degree, Sociology
William Blair & Company 2015 - Present
Chinese Finance Association of America, NFP 2009 - Present
Calamos Investments 2013 - 2015
Mesirow Advanced Strategies 2012 - 2013
UBS Global Asset Management 2003 - 2011
UBS Global Asset Management 1999 - 2003
China Agribusiness Development Trust & Investment Corp. 1995 - 1996
China Vanke Co. Ltd. 1994 - 1995
Skills
Possess strong..., Strongly self-motivated, Communication Skills, Fluent in Chinese, Chinese, Finance, Emerging Markets, Investments, Equities
Education
University of Illinois at Urbana-Champaign - College of Business
Master of Science, Finance
University of Illinois at Urbana-Champaign
Master of Arts, Sociology
Peking University
Bachelor's degree, Sociology
Daniel Iannessa Daniel Iannessa's William Blair & Company Experience June 2008 - Present
Job International Equity Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2008 - Present
William Blair & Company June 2007 - June 2008
William Blair & Company May 2005 - June 2007
Skills
Equities, Bloomberg, Series 7, Investments, Capital Markets, Portfolio Management, Series 63, Valuation, Algorithms, Direct Market Access, Asia Pacific, Emerging Markets, Latin America, Financial Analysis, Trading, Asset Management, Financial Markets, Securities
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Viator
William Blair & Company June 2008 - Present
William Blair & Company June 2007 - June 2008
William Blair & Company May 2005 - June 2007
Skills
Equities, Bloomberg, Series 7, Investments, Capital Markets, Portfolio Management, Series 63, Valuation, Algorithms, Direct Market Access, Asia Pacific, Emerging Markets, Latin America, Financial Analysis, Trading, Asset Management, Financial Markets, Securities
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Viator
Lindsay Beck Lindsay Beck's William Blair & Company Experience June 2012 - August 2012
Job Account Manager at Maker's Row
Industry Marketing and Advertising
Experience
Maker's Row October 2014 - Present
(RED) June 2014 - August 2014
Evol8tion June 2013 - August 2013
William Blair & Company June 2012 - August 2012
Shoshanna March 2010 - May 2010
Skills
Social Media, Research, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Marketing, Financial Services, Start-ups, Writing, Creative Writing
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Anthropology, American Studies
St. George's School, Newport, Rhode Island 2007 — 2009
Maker's Row October 2014 - Present
(RED) June 2014 - August 2014
Evol8tion June 2013 - August 2013
William Blair & Company June 2012 - August 2012
Shoshanna March 2010 - May 2010
Skills
Social Media, Research, Entrepreneurship, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Marketing, Financial Services, Start-ups, Writing, Creative Writing
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Anthropology, American Studies
St. George's School, Newport, Rhode Island 2007 — 2009
Patrick Nally Patrick Nally's William Blair & Company Experience 2010 - Present
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2010 - Present
PepsiCo June 2009 - August 2009
Cortec Group 2006 - 2008
Harris Williams & Co. 2004 - 2006
Skills
Certified Public...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Accounting, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
BBA, Cum Laude, Accounting
William Blair & Company 2010 - Present
PepsiCo June 2009 - August 2009
Cortec Group 2006 - 2008
Harris Williams & Co. 2004 - 2006
Skills
Certified Public...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Accounting, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
BBA, Cum Laude, Accounting
Jessica Jasko Jessica Jasko's William Blair & Company Experience January 2007 - April 2015
Job Senior Fund Compliance Associate at First Trust
Industry Financial Services
Experience
First Trust April 2015 - Present
William Blair & Company January 2007 - April 2015
William Blair & Company January 2005 - January 2007
The Northern Trust Company January 1998 - January 2005
Skills
Mutual Funds, Financial Services, Analysis, Equities, Investments, Valuation, Fund Accounting, Internal Audit, Funding, Accounting, Securities, Trade Compliance, Regulatory Compliance
Education
The University of Georgia 1994 — 1998
B.B.A. Degree, Finance
First Trust April 2015 - Present
William Blair & Company January 2007 - April 2015
William Blair & Company January 2005 - January 2007
The Northern Trust Company January 1998 - January 2005
Skills
Mutual Funds, Financial Services, Analysis, Equities, Investments, Valuation, Fund Accounting, Internal Audit, Funding, Accounting, Securities, Trade Compliance, Regulatory Compliance
Education
The University of Georgia 1994 — 1998
B.B.A. Degree, Finance
Keith O'Donnell, MBA Keith O'Donnell, MBA's William Blair & Company Experience 2003 - 2009
Job Director, Financial Planning & Analysis at CDW
Industry Information Technology and Services
Experience
CDW 2009 - Present
William Blair & Company 2003 - 2009
Piper Jaffray 2002 - 2003
Northern Trust Corporation 1997 - 2002
American National Bank & Trust Company 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Company Valuation, Due Diligence, Valuation Modeling, Negotiation, Corporate Development, Corporate Finance, Financial Analysis, Financial Modeling, Financial Plannning, Budgeting, Capital Budgeting, Strategy, Strategic Financial..., Process Improvement, Commercial Lending, Asset Based Lending, Project Management
Education
Northwestern University - Kellogg School of Management 1998 — 2002
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Arts (B.A.), Finance and Economics
CDW 2009 - Present
William Blair & Company 2003 - 2009
Piper Jaffray 2002 - 2003
Northern Trust Corporation 1997 - 2002
American National Bank & Trust Company 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Company Valuation, Due Diligence, Valuation Modeling, Negotiation, Corporate Development, Corporate Finance, Financial Analysis, Financial Modeling, Financial Plannning, Budgeting, Capital Budgeting, Strategy, Strategic Financial..., Process Improvement, Commercial Lending, Asset Based Lending, Project Management
Education
Northwestern University - Kellogg School of Management 1998 — 2002
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Arts (B.A.), Finance and Economics
Brandon Lower Brandon Lower's William Blair & Company Experience November 2008 - Present
Job Managing Director & Partner, Head of Financial Sponsors at William Blair & Company
Industry Financial Services
Experience
William Blair & Company November 2008 - Present
Skills
Investment Banking, Capital Markets, Series 7, Valuation, Private Equity, Financial Modeling, Corporate Finance, Securities, Series 63
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Accounting
Yale University 1992 — 1995
Bachelor of Arts, Political Science
Trinity College-Hartford 1991 — 1992
William Blair & Company November 2008 - Present
Skills
Investment Banking, Capital Markets, Series 7, Valuation, Private Equity, Financial Modeling, Corporate Finance, Securities, Series 63
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Accounting
Yale University 1992 — 1995
Bachelor of Arts, Political Science
Trinity College-Hartford 1991 — 1992
John LeVert's William Blair & Company Experience July 2008 - Present
Job Director, Consumer & Retail Investment Banking at William Blair
Industry Investment Banking
Experience
William Blair & Company July 2008 - Present
MD Insider November 2014 - Present
Sprig: Dine on Demand January 2014 - Present
Prologis May 2007 - August 2007
William Blair & Company July 2003 - June 2006
Skills
Leadership, Management, Finance, Marketing, Mergers, Sales, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategic Planning, Portfolio Management, Financial Analysis, Private Equity, Investments, Banking, IPO, Valuation, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA with honors, Finance, Entrepreneurship and Accounting
Vanderbilt University 1998 — 2002
BA magna cum laude, Economics and Mathematics majors; Art & Architectural History minor
Lake Forest High School 1994 — 1998
William Blair & Company July 2008 - Present
MD Insider November 2014 - Present
Sprig: Dine on Demand January 2014 - Present
Prologis May 2007 - August 2007
William Blair & Company July 2003 - June 2006
Skills
Leadership, Management, Finance, Marketing, Mergers, Sales, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategic Planning, Portfolio Management, Financial Analysis, Private Equity, Investments, Banking, IPO, Valuation, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA with honors, Finance, Entrepreneurship and Accounting
Vanderbilt University 1998 — 2002
BA magna cum laude, Economics and Mathematics majors; Art & Architectural History minor
Lake Forest High School 1994 — 1998
Chase Jacobson Chase Jacobson's William Blair & Company Experience April 2011 - Present
Job Research Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
Louie DiPalma, CFA Louie DiPalma, CFA's William Blair & Company Experience February 2010 - Present
Job SellSide Equity Research Analyst (Technology)
Industry Investment Banking
Experience
William Blair & Company February 2010 - Present
Thomas Weisel Partners March 2007 - February 2010
Braver Wealth Management August 2006 - March 2007
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA with Honors, Finance, Asset Management
Providence College 2002 — 2006
Chemistry, Computer Sciences
William Blair & Company February 2010 - Present
Thomas Weisel Partners March 2007 - February 2010
Braver Wealth Management August 2006 - March 2007
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA with Honors, Finance, Asset Management
Providence College 2002 — 2006
Chemistry, Computer Sciences
David Hayward's William Blair & Company Experience January 2001 - January 2003
Job Mortgage Loan Originator at Thompson Kane & Company, LLC.
Industry Financial Services
Experience
Thompson Kane & Co, LLC May 2012 - April 2013
Barrington Research May 2006 - February 2009
Maxim Group L.L.C April 2007 - May 2008
Blaylock & Partners L.P March 2005 - March 2006
William Blair & Company January 2001 - January 2003
Sanders Morris Harris January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Asset Managment, Wealth Management, Strategic Financial..., Trading, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Mortgage Lending
Education
Texas Christian University 1994 — 1996
Master, Business Administration
University of Texas at 1987 — 1991
Bachelor of Arts, Economics
Thompson Kane & Co, LLC May 2012 - April 2013
Barrington Research May 2006 - February 2009
Maxim Group L.L.C April 2007 - May 2008
Blaylock & Partners L.P March 2005 - March 2006
William Blair & Company January 2001 - January 2003
Sanders Morris Harris January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Asset Managment, Wealth Management, Strategic Financial..., Trading, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Mortgage Lending
Education
Texas Christian University 1994 — 1996
Master, Business Administration
University of Texas at 1987 — 1991
Bachelor of Arts, Economics
Marland Hobbs's William Blair & Company Experience June 2015 - August 2015
Job Investment Banking Associate at William Blair & Company
Industry Pharmaceuticals
Experience
William Blair & Company June 2015 - August 2015
CVS Caremark Corporation August 2013 - July 2014
CVS Caremark Corporation March 2012 - July 2013
Huron Consulting Group September 2010 - March 2012
Skills
Financial Services, Auditing, Risk Management, Mergers & Acquisitions, Valuation, Medical Devices, DCF, Product Development, Data Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
Bachelor of Science
Milton Academy
William Blair & Company June 2015 - August 2015
CVS Caremark Corporation August 2013 - July 2014
CVS Caremark Corporation March 2012 - July 2013
Huron Consulting Group September 2010 - March 2012
Skills
Financial Services, Auditing, Risk Management, Mergers & Acquisitions, Valuation, Medical Devices, DCF, Product Development, Data Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
Bachelor of Science
Milton Academy
Ajoy Reddi Ajoy Reddi's William Blair & Company Experience 2007 - 2009
Job International Equity Analyst at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Gloria Warshaw Gloria Warshaw's William Blair & Company Experience March 2003 - Present
Job Investment Communications Leader
Industry Financial Services
Experience
William Blair & Company March 2003 - Present
The Professional Association for Investment Communications Resources (PAICR) January 2010 - December 2010
Loomis Sayles & Company October 2000 - March 2003
Duff & Phelps Investment Management Company September 1993 - October 2000
Amalgamated Bank of Chicago May 1991 - September 1993
American National Bank of Chicago August 1986 - May 1991
Skills
Equities, Investments, Fixed Income, Asset Management, Mutual Funds, Marketing, Asset Managment, Investment Management, Securities, Bloomberg, Investment Strategies, Series 7
Education
Robert Morris University - Illinois 1985 — 1986
Associates, Business Communications
William Blair & Company March 2003 - Present
The Professional Association for Investment Communications Resources (PAICR) January 2010 - December 2010
Loomis Sayles & Company October 2000 - March 2003
Duff & Phelps Investment Management Company September 1993 - October 2000
Amalgamated Bank of Chicago May 1991 - September 1993
American National Bank of Chicago August 1986 - May 1991
Skills
Equities, Investments, Fixed Income, Asset Management, Mutual Funds, Marketing, Asset Managment, Investment Management, Securities, Bloomberg, Investment Strategies, Series 7
Education
Robert Morris University - Illinois 1985 — 1986
Associates, Business Communications
Kate Hui Kate Hui's William Blair & Company Experience August 2014 - Present
Job Investment Banking Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2014 - Present
William Blair & Company June 2013 - August 2013
The Cambridge Group February 2011 - August 2012
The Cambridge Group December 2008 - January 2011
The Cambridge Group July 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Chicago 2003 — 2007
B.A., Economics
Princeton University 2004 — 2004
Princeton in Beijing
William Blair & Company August 2014 - Present
William Blair & Company June 2013 - August 2013
The Cambridge Group February 2011 - August 2012
The Cambridge Group December 2008 - January 2011
The Cambridge Group July 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Chicago 2003 — 2007
B.A., Economics
Princeton University 2004 — 2004
Princeton in Beijing
Katelyn Young Katelyn Young's William Blair & Company Experience September 2014 - Present
Job Equity Research at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
PwC October 2012 - September 2014
PwC August 2010 - October 2012
Ernst & Young June 2009 - June 2010
McNeil Consumer & Specialty Pharmaceuticals June 2008 - December 2008
Skills
Capital Markets, Due Diligence, Finance, Auditing, Financial Analysis, Banking, Financial Modeling, Accounting, US GAAP, Sarbanes-Oxley Act, External Audit, PowerPoint
Education
Villanova University 2006 — 2010
Bachelor's degree, Finance, Accounting, and Economics
The University of Chicago Booth School of Business
William Blair & Company September 2014 - Present
PwC October 2012 - September 2014
PwC August 2010 - October 2012
Ernst & Young June 2009 - June 2010
McNeil Consumer & Specialty Pharmaceuticals June 2008 - December 2008
Skills
Capital Markets, Due Diligence, Finance, Auditing, Financial Analysis, Banking, Financial Modeling, Accounting, US GAAP, Sarbanes-Oxley Act, External Audit, PowerPoint
Education
Villanova University 2006 — 2010
Bachelor's degree, Finance, Accounting, and Economics
The University of Chicago Booth School of Business
Matthew Phipps's William Blair & Company Experience November 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Banking
Experience
William Blair & Company November 2014 - Present
Texas Scottish Rite Hospital for Children December 2012 - October 2014
UAB August 2008 - October 2012
University of Notre Dame August 2006 - May 2008
Skills
Electrospinning, Cell Based Assays, Stem Cells, Animal Models, Java, Matlab, XML, Cell Culture, Microscopy, Data Analysis, Research, Fluorescence Microscopy, Molecular Biology, Immunohistochemistry, Western Blotting, RT-PCR, REDCap, SPSS, Confocal Microscopy, Cell, PCR, Laboratory, Biomaterials, Biomedical Engineering
Education
University of Alabama at Birmingham 2008 — 2012
Doctor of Philosophy (Ph.D.), Physiology and Biophysics, 4.0 / 4.0
University of Alabama at Birmingham 2008 — 2012
Graduate Level Certificate, Translational and Molecular Sciences
University of Notre Dame 2004 — 2008
Bachelors of Science, Physics in Medicine
William Blair & Company November 2014 - Present
Texas Scottish Rite Hospital for Children December 2012 - October 2014
UAB August 2008 - October 2012
University of Notre Dame August 2006 - May 2008
Skills
Electrospinning, Cell Based Assays, Stem Cells, Animal Models, Java, Matlab, XML, Cell Culture, Microscopy, Data Analysis, Research, Fluorescence Microscopy, Molecular Biology, Immunohistochemistry, Western Blotting, RT-PCR, REDCap, SPSS, Confocal Microscopy, Cell, PCR, Laboratory, Biomaterials, Biomedical Engineering
Education
University of Alabama at Birmingham 2008 — 2012
Doctor of Philosophy (Ph.D.), Physiology and Biophysics, 4.0 / 4.0
University of Alabama at Birmingham 2008 — 2012
Graduate Level Certificate, Translational and Molecular Sciences
University of Notre Dame 2004 — 2008
Bachelors of Science, Physics in Medicine
Michael Truettner's William Blair & Company Experience October 2013 - August 2014
Job Investment Banking at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
William Blair & Company October 2013 - August 2014
William Blair & Company June 2010 - September 2013
KPMG September 2008 - September 2009
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Internal Controls, Valuation, Auditing, SEC filings, GAAP, Corporate Finance, Due Diligence, Business Valuation, Private Equity, CPA, Sarbanes-Oxley Act, Financial Accounting, Equity Valuation, US GAAP, Investment Banking, Bloomberg, Capital Markets, Equities, Mergers & Acquisitions
Education
Santa Clara University 2004 — 2008
BS, Finance
BTIG, LLC January 2015 - Present
William Blair & Company October 2013 - August 2014
William Blair & Company June 2010 - September 2013
KPMG September 2008 - September 2009
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Internal Controls, Valuation, Auditing, SEC filings, GAAP, Corporate Finance, Due Diligence, Business Valuation, Private Equity, CPA, Sarbanes-Oxley Act, Financial Accounting, Equity Valuation, US GAAP, Investment Banking, Bloomberg, Capital Markets, Equities, Mergers & Acquisitions
Education
Santa Clara University 2004 — 2008
BS, Finance
Sherman Williams Sherman Williams's William Blair & Company Experience August 2012 - March 2015
Job Associate at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. April 2015 - Present
William Blair & Company August 2012 - March 2015
US Navy May 2003 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Private Equity, Due Diligence, Strategy, Economics, Strategic Planning, Mergers & Acquisitions, Capital Markets, Analysis, Venture Capital, Management Consulting
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
HKUST 2012 — 2012
Study Abroad, MBA
United States Naval Academy 1999 — 2003
B.S., Political Science
Greenhill & Co. April 2015 - Present
William Blair & Company August 2012 - March 2015
US Navy May 2003 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Private Equity, Due Diligence, Strategy, Economics, Strategic Planning, Mergers & Acquisitions, Capital Markets, Analysis, Venture Capital, Management Consulting
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
HKUST 2012 — 2012
Study Abroad, MBA
United States Naval Academy 1999 — 2003
B.S., Political Science
Smaranda Gildea Smaranda Gildea's William Blair & Company Experience February 2014 - July 2014
Job Executive Assistant to CEO at Ogilvy & Mather Advertising
Industry Human Resources
Experience
Ogilvy & Mather Advertising April 2015 - Present
William Blair & Company February 2014 - July 2014
DDB Chicago December 2011 - October 2013
emitips 2011 - 2012
UCLA Extension January 2010 - September 2011
American Apparel June 2008 - May 2009
Napoleon Perdis Cosmetics 2009 - 2009
Millennium Research Group 2006 - 2007
Skills
Social Media, Entertainment, Music, Social Media Marketing, Blogging, Editing, Public Relations, Photography, Research, Event Planning, Advertising, Event Management, Marketing, Digital Marketing, Non-profits, Strategic Planning, Customer Service, Interviews, Recruiting, Human Resources, Market Research, Nonprofits
Education
University of Guelph 2002 — 2007
Bachelor of Arts (B.A.), Political Science, German Language and Literature, 3.7
UCLA Extension 2010 — 2011
Music Business
Universität Konstanz / University of Konstanz 2004 — 2005
German Language and Literature
Ogilvy & Mather Advertising April 2015 - Present
William Blair & Company February 2014 - July 2014
DDB Chicago December 2011 - October 2013
emitips 2011 - 2012
UCLA Extension January 2010 - September 2011
American Apparel June 2008 - May 2009
Napoleon Perdis Cosmetics 2009 - 2009
Millennium Research Group 2006 - 2007
Skills
Social Media, Entertainment, Music, Social Media Marketing, Blogging, Editing, Public Relations, Photography, Research, Event Planning, Advertising, Event Management, Marketing, Digital Marketing, Non-profits, Strategic Planning, Customer Service, Interviews, Recruiting, Human Resources, Market Research, Nonprofits
Education
University of Guelph 2002 — 2007
Bachelor of Arts (B.A.), Political Science, German Language and Literature, 3.7
UCLA Extension 2010 — 2011
Music Business
Universität Konstanz / University of Konstanz 2004 — 2005
German Language and Literature
Ray Canole's William Blair & Company Experience June 1999 - June 2002
Job VP of Business Development at Renaissance Pharmaceuticals
Industry Pharmaceuticals
Experience
Renaissance Pharma January 2012 - Present
Perrigo July 2002 - January 2012
William Blair & Company June 1999 - June 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, Finance
Princeton University 1995 — 1999
AB, Economics
Renaissance Pharma January 2012 - Present
Perrigo July 2002 - January 2012
William Blair & Company June 1999 - June 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, Finance
Princeton University 1995 — 1999
AB, Economics
Ron Caldwell Ron Caldwell's William Blair & Company Experience December 2011 - February 2014
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Max Ferre Max Ferre's William Blair & Company Experience
Job analyst intern at William Blair & Company
Industry Financial Services
Experience
William Blair & Company
Skills
Investments, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Valuation
Education
Pitzer College 2010 — 2014
Bachelor’s Degree, Economics
Sciences Po 2012 — 2013
La Jolla Country Day School 2006 — 2010
High School
William Blair & Company
Skills
Investments, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Valuation
Education
Pitzer College 2010 — 2014
Bachelor’s Degree, Economics
Sciences Po 2012 — 2013
La Jolla Country Day School 2006 — 2010
High School
Angelicca Telles's William Blair & Company Experience July 2009 - August 2009
Job Paralegal at National Immigrant Justice Center
Industry Research
Experience
National Immigrant Justice Center August 2015 - Present
Options for Youth June 2015 - August 2015
The Women's Union February 2014 - May 2015
Women Employed June 2014 - August 2014
The Coop Fountain August 2011 - May 2013
William Blair & Company July 2009 - August 2009
Skills
Leadership Development, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Editing, Microsoft Office, English, Women's Studies, Nonprofits, Leadership, Event Planning, Microsoft Outlook
Education
Pomona College 2011 — 2015
Bachelor's Degree, Women's Studies and History
Saint Ignatius College Prep 2007 — 2011
High School
National Immigrant Justice Center August 2015 - Present
Options for Youth June 2015 - August 2015
The Women's Union February 2014 - May 2015
Women Employed June 2014 - August 2014
The Coop Fountain August 2011 - May 2013
William Blair & Company July 2009 - August 2009
Skills
Leadership Development, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Editing, Microsoft Office, English, Women's Studies, Nonprofits, Leadership, Event Planning, Microsoft Outlook
Education
Pomona College 2011 — 2015
Bachelor's Degree, Women's Studies and History
Saint Ignatius College Prep 2007 — 2011
High School
Raju Prasad, Ph.D. Raju Prasad, Ph.D.'s William Blair & Company Experience March 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2014 - Present
U.S. Environmental Protection Agency November 2008 - February 2014
Skills
Data Analysis, Statistics, Toxicology, Research, Public Health, Science, Microsoft Excel, Bloomberg, Equity Research, Valuation, Management, Life Sciences
Education
University of North Carolina at Chapel Hill 2009 — 2013
Doctor of Philosophy (Ph.D.), Public Health
University of Delaware 2006 — 2008
Master of Science (M.S.), Physiology
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Cell Biology, Philosophy
Investment Banking Institute
Financial Modeling and Valuation
William Blair & Company March 2014 - Present
U.S. Environmental Protection Agency November 2008 - February 2014
Skills
Data Analysis, Statistics, Toxicology, Research, Public Health, Science, Microsoft Excel, Bloomberg, Equity Research, Valuation, Management, Life Sciences
Education
University of North Carolina at Chapel Hill 2009 — 2013
Doctor of Philosophy (Ph.D.), Public Health
University of Delaware 2006 — 2008
Master of Science (M.S.), Physiology
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Cell Biology, Philosophy
Investment Banking Institute
Financial Modeling and Valuation
Cliff Wang Cliff Wang's William Blair & Company Experience May 2013 - August 2013
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2015 - Present
Sumitomo Mitsui Banking Corporation May 2014 - August 2014
William Blair & Company May 2013 - August 2013
HFP Capital Markets LLC May 2012 - June 2012
The Burgiss Group January 2012 - June 2012
Bloomberg September 2011 - April 2012
Warner Music Group September 2011 - December 2011
McGraw-Hill/Gradeguru August 2011 - December 2011
Taiwan Mergers and Acquisitions and Private Equity Council May 2011 - July 2011
Harold J. Gerr, Attorney at Law March 2011 - June 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Economics, Finance
John P. Stevens High School 2006 — 2010
Moody's Investors Service July 2015 - Present
Sumitomo Mitsui Banking Corporation May 2014 - August 2014
William Blair & Company May 2013 - August 2013
HFP Capital Markets LLC May 2012 - June 2012
The Burgiss Group January 2012 - June 2012
Bloomberg September 2011 - April 2012
Warner Music Group September 2011 - December 2011
McGraw-Hill/Gradeguru August 2011 - December 2011
Taiwan Mergers and Acquisitions and Private Equity Council May 2011 - July 2011
Harold J. Gerr, Attorney at Law March 2011 - June 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Economics, Finance
John P. Stevens High School 2006 — 2010
Gene Katz Gene Katz's William Blair & Company Experience January 2010 - December 2011
Job Calamos Director of Corporate Development
Industry Financial Services
Experience
Calamos Investments, (Symbol: CLMS) January 2015 - Present
Great Point Capital 2013 - 2015
Tactical Allocation Group 2011 - 2012
William Blair & Company January 2010 - December 2011
Barclays Investment Bank 2008 - 2009
CME Group August 1997 - December 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1993 — 1997
Bachelor's degree, Economics
Calamos Investments, (Symbol: CLMS) January 2015 - Present
Great Point Capital 2013 - 2015
Tactical Allocation Group 2011 - 2012
William Blair & Company January 2010 - December 2011
Barclays Investment Bank 2008 - 2009
CME Group August 1997 - December 2007
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1993 — 1997
Bachelor's degree, Economics
Jane Blankshain Jane Blankshain's William Blair & Company Experience February 1995 - May 2000
Job Full Time Realtor Working for You!
Industry Real Estate
Experience
Baird & Warner September 2015 - Present
Remax September 2004 - September 2015
William Blair & Company February 1995 - May 2000
Skills
Sellers, Property Management, Real Estate, Condos, Home, Selling, Foreclosures, Buyer Representation, REO, Relocation, Buying, First Time Home Buyers, Short Sales, Investment Properties, New Home Sales, Investors, Single Family Homes, Listings, Land, Realty, New Homes, Real Estate Investment, Rentals, First Time Buyers, Relocations, Luxury, HUD, Distressed Property, Waterfront, Purchase, Real Estate Transactions, Leases, Brokerage, Agents, Negotiation, Real Estate Development, Townhomes, Commercial Real Estate, Investments, FHA, Residential Homes, Real Estate Financing, Move Up Buyers, Buyers, Relocation Buyers, Income Properties, Seller Representation, National Association of..., Listing Homes
Education
Trinity International University
Business, Business/Finance
Baird & Warner September 2015 - Present
Remax September 2004 - September 2015
William Blair & Company February 1995 - May 2000
Skills
Sellers, Property Management, Real Estate, Condos, Home, Selling, Foreclosures, Buyer Representation, REO, Relocation, Buying, First Time Home Buyers, Short Sales, Investment Properties, New Home Sales, Investors, Single Family Homes, Listings, Land, Realty, New Homes, Real Estate Investment, Rentals, First Time Buyers, Relocations, Luxury, HUD, Distressed Property, Waterfront, Purchase, Real Estate Transactions, Leases, Brokerage, Agents, Negotiation, Real Estate Development, Townhomes, Commercial Real Estate, Investments, FHA, Residential Homes, Real Estate Financing, Move Up Buyers, Buyers, Relocation Buyers, Income Properties, Seller Representation, National Association of..., Listing Homes
Education
Trinity International University
Business, Business/Finance
Katie Jones Katie Jones's William Blair & Company Experience August 2015 - Present
Job Recruiting Program Manager at William Blair
Industry Human Resources
Experience
William Blair & Company August 2015 - Present
Huron Consulting Group September 2012 - July 2015
PwC December 2009 - August 2012
PwC September 2008 - December 2009
PwC June 2007 - August 2007
BentleyForbes July 2006 - June 2007
Skills
Accounting, Recruiting, Career Counseling, Microsoft Excel, Management Consulting, Human Resources, Data Analysis, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics
William Blair & Company August 2015 - Present
Huron Consulting Group September 2012 - July 2015
PwC December 2009 - August 2012
PwC September 2008 - December 2009
PwC June 2007 - August 2007
BentleyForbes July 2006 - June 2007
Skills
Accounting, Recruiting, Career Counseling, Microsoft Excel, Management Consulting, Human Resources, Data Analysis, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics
Adrienne Schoendorf, CFA Adrienne Schoendorf, CFA's William Blair & Company Experience December 2012 - July 2013
Job Experienced Professional, Financial Services
Industry Financial Services
Experience
Edge Asset Management, Inc. March 2015 - Present
William Blair & Company December 2012 - July 2013
William Blair & Company March 2010 - December 2012
William Blair & Company November 2007 - March 2010
William Blair & Company June 2007 - November 2007
Skills
Series 7, Asset Management, Equities, Financial Analysis, Mutual Funds, Microsoft Office, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Finance, Investments, Portfolio Management
Education
Susquehanna University 2004 — 2007
BS/BA, Finance, Economics
Edge Asset Management, Inc. March 2015 - Present
William Blair & Company December 2012 - July 2013
William Blair & Company March 2010 - December 2012
William Blair & Company November 2007 - March 2010
William Blair & Company June 2007 - November 2007
Skills
Series 7, Asset Management, Equities, Financial Analysis, Mutual Funds, Microsoft Office, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Finance, Investments, Portfolio Management
Education
Susquehanna University 2004 — 2007
BS/BA, Finance, Economics
Paul Rozylowicz Paul Rozylowicz's William Blair & Company Experience August 2013 - Present
Job Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
United States Marine Corps 2007 - 2011
United States Marine Corps 2005 - 2007
United States Marine Corps 2003 - 2005
Skills
Microsoft Word, PowerPoint, Microsoft Office, Management, Outlook, English, Customer Service, Microsoft Excel, Management Consulting, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Data Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
United States Naval Academy 1999 — 2003
Bachelor of Science (B.S.), Economics
William Blair & Company August 2013 - Present
United States Marine Corps 2007 - 2011
United States Marine Corps 2005 - 2007
United States Marine Corps 2003 - 2005
Skills
Microsoft Word, PowerPoint, Microsoft Office, Management, Outlook, English, Customer Service, Microsoft Excel, Management Consulting, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Data Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
United States Naval Academy 1999 — 2003
Bachelor of Science (B.S.), Economics
Samuel Male's William Blair & Company Experience March 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Graycourt Capital September 2013 - December 2013
Satori Capital June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Cash Flow Analysis, Cash Flow Lending, Credit Analysis, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Management, Marketing Strategy, Bloomberg, Access, Valuation, PowerPoint, Investments, Investment Banking, Finance, Economics, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Economics with Financial Applications
Saint Xavier High School 2005 — 2009
William Blair & Company March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Graycourt Capital September 2013 - December 2013
Satori Capital June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Cash Flow Analysis, Cash Flow Lending, Credit Analysis, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Management, Marketing Strategy, Bloomberg, Access, Valuation, PowerPoint, Investments, Investment Banking, Finance, Economics, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Economics with Financial Applications
Saint Xavier High School 2005 — 2009
Dana Greene Dana Greene's William Blair & Company Experience October 2014 - Present
Job Investment Banking Assistant at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company October 2014 - Present
Loretta Stagnitto Leadership Associates October 2012 - September 2014
The Grill on the Alley March 2011 - April 2013
Skills
Social Media, Public Relations, Time Management, Social Media Marketing, Customer Service, Event Planning, Facebook, Social Networking, Event Management, Sales, PowerPoint, Team Building, QuickBooks, Microsoft Excel, Executive Calendar..., Microsoft Office, Public Speaking, Editing, Data Entry, Marketing, Expense Reports, Salesforce.com, Concur, Marketing Communications, Project Management, Research, WordPress, Organization, Vacation Rental, Rental Management, Calendaring, Microsoft Word
Education
Santa Clara University
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
University of Cambridge 2007 — 2007
William Blair & Company October 2014 - Present
Loretta Stagnitto Leadership Associates October 2012 - September 2014
The Grill on the Alley March 2011 - April 2013
Skills
Social Media, Public Relations, Time Management, Social Media Marketing, Customer Service, Event Planning, Facebook, Social Networking, Event Management, Sales, PowerPoint, Team Building, QuickBooks, Microsoft Excel, Executive Calendar..., Microsoft Office, Public Speaking, Editing, Data Entry, Marketing, Expense Reports, Salesforce.com, Concur, Marketing Communications, Project Management, Research, WordPress, Organization, Vacation Rental, Rental Management, Calendaring, Microsoft Word
Education
Santa Clara University
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
University of Cambridge 2007 — 2007
John L. Keating's William Blair & Company Experience July 2011 - June 2013
Job Sales Associate at Gloria Nilson & Co. Real Estate
Industry Real Estate
Experience
Gloria Nilson & Co. Real Estate 2015 - Present
William Blair & Company July 2011 - June 2013
Lazard Capital Markets February 2003 - April 2011
Prudential Securities September 1983 - February 2003
Skills
Series 7, 9, 10, 63, Convertible Securities, Equities, Investment Sales, Series 7, Series 63, Securities, Valuation, Financial Analysis, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Equity Research, Equity Trading
Education
Saint Leo University 1978 — 1981
B.A., Business Administration and Management, General
Christian Brothers Academy 1973 — 1977
Gloria Nilson & Co. Real Estate 2015 - Present
William Blair & Company July 2011 - June 2013
Lazard Capital Markets February 2003 - April 2011
Prudential Securities September 1983 - February 2003
Skills
Series 7, 9, 10, 63, Convertible Securities, Equities, Investment Sales, Series 7, Series 63, Securities, Valuation, Financial Analysis, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Equity Research, Equity Trading
Education
Saint Leo University 1978 — 1981
B.A., Business Administration and Management, General
Christian Brothers Academy 1973 — 1977
Aisha White's William Blair & Company Experience April 2015 - Present
Job Brand Marketing & Communications William Blair & Company
Industry Marketing and Advertising
Experience
William Blair & Company April 2015 - Present
Zacks Investment Research March 2014 - April 2015
Zacks Investment Research September 2013 - March 2014
Zacks Investment Research May 2013 - August 2013
Delaware North Companies- Sportservice at Soldier Field January 2013 - May 2013
Skills
Customer Service, Data Entry, Human Resources, Office Administration, Community Outreach, Time Management, Marketing Strategy, Microsoft Office, Public Speaking, Fundraising, Social Networking, Data Analysis, Employee Relations, Organizational..., ADP HRB, Onboarding, Employee Benefits, HR Policies, HRIS Database Management, Online Advertising, Email Marketing, Online Marketing, Online Marketing..., E-commerce, Advertising Research, Establishing Strategic..., HTML Coding, Google Analytics, Google Adwords, Lead Generation, Co-reg, Zebra Reporting, DART Sales Manager, Reporting & Analysis, Ad Hoc Reporting, Silverpop Engage, Silverpop, B2B Marketing, B2B Marketing Strategy, Omniture, DoubleClick
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Purdue University 2006 — 2008
General Education
William Blair & Company April 2015 - Present
Zacks Investment Research March 2014 - April 2015
Zacks Investment Research September 2013 - March 2014
Zacks Investment Research May 2013 - August 2013
Delaware North Companies- Sportservice at Soldier Field January 2013 - May 2013
Skills
Customer Service, Data Entry, Human Resources, Office Administration, Community Outreach, Time Management, Marketing Strategy, Microsoft Office, Public Speaking, Fundraising, Social Networking, Data Analysis, Employee Relations, Organizational..., ADP HRB, Onboarding, Employee Benefits, HR Policies, HRIS Database Management, Online Advertising, Email Marketing, Online Marketing, Online Marketing..., E-commerce, Advertising Research, Establishing Strategic..., HTML Coding, Google Analytics, Google Adwords, Lead Generation, Co-reg, Zebra Reporting, DART Sales Manager, Reporting & Analysis, Ad Hoc Reporting, Silverpop Engage, Silverpop, B2B Marketing, B2B Marketing Strategy, Omniture, DoubleClick
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Purdue University 2006 — 2008
General Education
Connor Turk's William Blair & Company Experience May 2015 - August 2015
Job Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
The Ohio State University January 2014 - Present
William Blair & Company May 2015 - August 2015
Coinarch May 2014 - April 2015
MRY June 2013 - December 2013
Spotify April 2013 - December 2013
Ohio Turnpike Commission June 2013 - August 2013
Cleveland Indians May 2012 - August 2013
Rocky River High School Business Plan Expo March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Facebook, Social Media Marketing, Microsoft CRM, Archtics, Social Networking, Teamwork, Public Speaking, Event Planning, Entrepreneurship
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
Rocky River High School 2008 — 2012
The Ohio State University January 2014 - Present
William Blair & Company May 2015 - August 2015
Coinarch May 2014 - April 2015
MRY June 2013 - December 2013
Spotify April 2013 - December 2013
Ohio Turnpike Commission June 2013 - August 2013
Cleveland Indians May 2012 - August 2013
Rocky River High School Business Plan Expo March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Facebook, Social Media Marketing, Microsoft CRM, Archtics, Social Networking, Teamwork, Public Speaking, Event Planning, Entrepreneurship
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance, General
Rocky River High School 2008 — 2012
Luke Devitt's William Blair & Company Experience August 2014 - Present
Job William Blair & Company
Industry Information Technology and Services
Experience
William Blair & Company August 2014 - Present
William Blair & Company July 2013 - July 2014
Resource One Consulting Firm May 2011 - September 2011
University of Colorado IT Service Center September 2010 - January 2011
Entertainment Merchandising Inc. August 2007 - July 2009
Self-Employed March 2008 - March 2009
Kramer Foods October 2006 - February 2007
Baskin Robbins August 2005 - July 2006
Skills
Guitar, Music, Data Mining, Customer Service, Sales, Operations Management, Social Media, Supply Chain Management, Trading Systems, PowerPoint, SQL, Financial Reporting, Music Education, Piano, Facebook, Internet Explorer, Cost Basis Reporting, Investment Banking, Municipal Bonds, Wealth Management, Options, Account Reconciliation, Cash Management, Financial Analysis, Institutional..., Mergers & Acquisitions, Music Production, Dividends, Accruals, Business Process Mapping, Tax Reporting, 1099 Preparation, Project Management, Team Leadership, Promotions, Algorithms, Microsoft Excel, Microsoft Office, VBA, WordPress, Sustainability, Photoshop, Microsoft Word
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations and Information Systems Management, 3.4
Fenwick High School 2005 — 2009
University of Minnesota-Twin Cities
William Blair & Company August 2014 - Present
William Blair & Company July 2013 - July 2014
Resource One Consulting Firm May 2011 - September 2011
University of Colorado IT Service Center September 2010 - January 2011
Entertainment Merchandising Inc. August 2007 - July 2009
Self-Employed March 2008 - March 2009
Kramer Foods October 2006 - February 2007
Baskin Robbins August 2005 - July 2006
Skills
Guitar, Music, Data Mining, Customer Service, Sales, Operations Management, Social Media, Supply Chain Management, Trading Systems, PowerPoint, SQL, Financial Reporting, Music Education, Piano, Facebook, Internet Explorer, Cost Basis Reporting, Investment Banking, Municipal Bonds, Wealth Management, Options, Account Reconciliation, Cash Management, Financial Analysis, Institutional..., Mergers & Acquisitions, Music Production, Dividends, Accruals, Business Process Mapping, Tax Reporting, 1099 Preparation, Project Management, Team Leadership, Promotions, Algorithms, Microsoft Excel, Microsoft Office, VBA, WordPress, Sustainability, Photoshop, Microsoft Word
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations and Information Systems Management, 3.4
Fenwick High School 2005 — 2009
University of Minnesota-Twin Cities
Evan Gallinson Evan Gallinson's William Blair & Company Experience 1998 - 2001
Job Managing Director at Merit Capital Partners
Industry Venture Capital & Private Equity
Experience
Merit Capital Partners January 2005 - Present
BMO Capital Markets Corp. 2002 - 2004
William Blair & Company 1998 - 2001
Price Waterhouse 1997 - 1998
Skills
Private Equity, M&A experience
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Business
Merit Capital Partners January 2005 - Present
BMO Capital Markets Corp. 2002 - 2004
William Blair & Company 1998 - 2001
Price Waterhouse 1997 - 1998
Skills
Private Equity, M&A experience
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Business
Anthony Cogan Anthony Cogan's William Blair & Company Experience August 2013 - Present
Job Private Client Advisor at William Blair
Industry Financial Services
Experience
William Blair & Company August 2013 - Present
Sg2 October 2010 - July 2013
The North Shore Baseball Academy 2006 - February 2013
Various Professional Baseball Teams 1999 - 2009
Self Employed 2007 - 2008
Eastern Horizons 2005 - 2006
Skills
Healthcare, Baseball, Hospitals, Strategy, Management, Mental Health, Athletics, Account Management, Salesforce.com, Strategic Planning, New Business Development, Marketing, Business Development, Healthcare Information..., Leadership, Data Analysis, Financial Analysis, Business Intelligence, Public Speaking
Education
Stanford University 1996 — 1999
BS, Economics
William Blair & Company August 2013 - Present
Sg2 October 2010 - July 2013
The North Shore Baseball Academy 2006 - February 2013
Various Professional Baseball Teams 1999 - 2009
Self Employed 2007 - 2008
Eastern Horizons 2005 - 2006
Skills
Healthcare, Baseball, Hospitals, Strategy, Management, Mental Health, Athletics, Account Management, Salesforce.com, Strategic Planning, New Business Development, Marketing, Business Development, Healthcare Information..., Leadership, Data Analysis, Financial Analysis, Business Intelligence, Public Speaking
Education
Stanford University 1996 — 1999
BS, Economics
Craig Snyder Craig Snyder's William Blair & Company Experience October 2014 - Present
Job Senior Regional Director NYC Metro & Mid Atlantic at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
Jeffrey Keene, CFA Jeffrey Keene, CFA's William Blair & Company Experience 2005 - 2010
Job Global Corporate Development and Mergers and Acquisitions for Walgreens Boots Alliance
Industry Venture Capital & Private Equity
Experience
Walgreens Boots Alliance 2015 - Present
Walgreens 2011 - Present
Sandbox Industries 2014 - 2015
CareMetx, LLC 2013 - 2015
Propeller Health 2012 - 2015
William Blair & Company 2005 - 2010
Zacks Investment Research 2004 - 2005
PPM America 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
Education
The University of Chicago - Booth School of Business
Master Business Administration (MBA), Finance, Economics, and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science, Accountancy
Walgreens Boots Alliance 2015 - Present
Walgreens 2011 - Present
Sandbox Industries 2014 - 2015
CareMetx, LLC 2013 - 2015
Propeller Health 2012 - 2015
William Blair & Company 2005 - 2010
Zacks Investment Research 2004 - 2005
PPM America 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
Education
The University of Chicago - Booth School of Business
Master Business Administration (MBA), Finance, Economics, and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science, Accountancy
Bob Newman Bob Newman's William Blair & Company Experience May 2001 - Present
Job Director of Equity Research (Sell Side) at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2001 - Present
William Blair & Company January 1998 - May 2001
William Blair & Company January 1994 - December 1997
William Blair & Company November 1989 - December 1993
Quaker Oats June 1987 - November 1989
Skills
CFA, CPA, Series 7, 63,...
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Master of Business Administration (MBA), Finance, Marketing & International Business, 4.0
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Science (B.S.), Accounting
William Blair & Company May 2001 - Present
William Blair & Company January 1998 - May 2001
William Blair & Company January 1994 - December 1997
William Blair & Company November 1989 - December 1993
Quaker Oats June 1987 - November 1989
Skills
CFA, CPA, Series 7, 63,...
Education
Northwestern University - Kellogg School of Management 1986 — 1987
Master of Business Administration (MBA), Finance, Marketing & International Business, 4.0
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Science (B.S.), Accounting
Paul DeNicola Paul DeNicola's William Blair & Company Experience December 2011 - Present
Job Equity Sales at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2011 - Present
TFS August 2011 - December 2011
21 Street Capital Management, LLC December 2009 - July 2011
Charles Chase Group February 2011 - May 2011
New York Rowing Association December 2009 - November 2010
WebMD June 2010 - August 2010
HonigContePorrino November 2009 - May 2010
Lockton Companies June 2008 - August 2008
Skills
Bloomberg, Microsoft Excel, Equities, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
New York University - Leonard N. Stern School of Business 2008 — 2011
BS, Finance, Marketing
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
Marketing
Don Bosco
William Blair & Company December 2011 - Present
TFS August 2011 - December 2011
21 Street Capital Management, LLC December 2009 - July 2011
Charles Chase Group February 2011 - May 2011
New York Rowing Association December 2009 - November 2010
WebMD June 2010 - August 2010
HonigContePorrino November 2009 - May 2010
Lockton Companies June 2008 - August 2008
Skills
Bloomberg, Microsoft Excel, Equities, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance, General
New York University - Leonard N. Stern School of Business 2008 — 2011
BS, Finance, Marketing
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
Marketing
Don Bosco
Doug Schmidt Doug Schmidt's William Blair & Company Experience December 1993 - March 2008
Job Senior Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird March 2008 - Present
University Club of Chicago 2013 - 2014
William Blair & Company December 1993 - March 2008
Westpac Banking Corporation 1985 - 1993
Mellon Bank 1982 - 1985
Skills
Series 7
Education
The University of Chicago 1985 — 1989
MBA, Finance, Marketing
Princeton University 1977 — 1981
AB, Economics
Robert W. Baird March 2008 - Present
University Club of Chicago 2013 - 2014
William Blair & Company December 1993 - March 2008
Westpac Banking Corporation 1985 - 1993
Mellon Bank 1982 - 1985
Skills
Series 7
Education
The University of Chicago 1985 — 1989
MBA, Finance, Marketing
Princeton University 1977 — 1981
AB, Economics
Sam Tinaglia Sam Tinaglia's William Blair & Company Experience April 1999 - Present
Job Partner at William Blair
Industry Investment Banking
Experience
William Blair & Company April 1999 - Present
Kidder, Peabody & Co. May 1988 - December 1994
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
The University of Chicago 1984 — 1988
AB
Lane Tech 1980 — 1984
HS
William Blair & Company April 1999 - Present
Kidder, Peabody & Co. May 1988 - December 1994
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
The University of Chicago 1984 — 1988
AB
Lane Tech 1980 — 1984
HS
Arjun Raghuraman's William Blair & Company Experience June 2015 - August 2015
Job Student at Swarthmore College
Industry Financial Services
Experience
Clarus Capital Investments September 2014 - Present
William Blair & Company June 2015 - August 2015
The Phoenix March 2014 - January 2015
TIAA-CREF May 2014 - September 2014
Soros Fund Management June 2013 - September 2013
Skills
Data Analysis, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Spanish, Finance, Economics, PowerPoint, Communication, Investment Banking, Financial Modeling, Risk Management, Equities, Corporate Finance, Econometrics, Valuation
Education
Swarthmore College 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics & Mathematics
The Lawrenceville School 2008 — 2012
Clarus Capital Investments September 2014 - Present
William Blair & Company June 2015 - August 2015
The Phoenix March 2014 - January 2015
TIAA-CREF May 2014 - September 2014
Soros Fund Management June 2013 - September 2013
Skills
Data Analysis, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Spanish, Finance, Economics, PowerPoint, Communication, Investment Banking, Financial Modeling, Risk Management, Equities, Corporate Finance, Econometrics, Valuation
Education
Swarthmore College 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics & Mathematics
The Lawrenceville School 2008 — 2012
Troy Barnett Troy Barnett's William Blair & Company Experience August 1997 - August 2000
Job Partner at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners November 2004 - Present
Northwestern Mutual Investment Management Company 2002 - 2004
University of Chicago Booth School of Business 2000 - 2002
William Blair & Company August 1997 - August 2000
Skills
Private Equity, Investments, Venture Capital, Financial Modeling, Restructuring, Investment management
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1992 — 1996
B.S., Economics, Finance
Adams Street Partners November 2004 - Present
Northwestern Mutual Investment Management Company 2002 - 2004
University of Chicago Booth School of Business 2000 - 2002
William Blair & Company August 1997 - August 2000
Skills
Private Equity, Investments, Venture Capital, Financial Modeling, Restructuring, Investment management
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1992 — 1996
B.S., Economics, Finance
Brent Sprunger Brent Sprunger's William Blair & Company Experience September 2012 - Present
Job Institutional Fixed Income Sales at William Blair
Industry Investment Banking
Experience
William Blair & Company September 2012 - Present
William Blair and Company December 2009 - October 2012
William Blair and Company June 2005 - December 2009
Skills
Bloomberg, Public Finance, Bonds, Fixed Income, Investment Banking, Capital Markets, Series 7, Credit
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University 2001 — 2005
B.S., Economics
William Blair & Company September 2012 - Present
William Blair and Company December 2009 - October 2012
William Blair and Company June 2005 - December 2009
Skills
Bloomberg, Public Finance, Bonds, Fixed Income, Investment Banking, Capital Markets, Series 7, Credit
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University 2001 — 2005
B.S., Economics
Brendan Shea Brendan Shea's William Blair & Company Experience January 2013 - Present
Job Equity Research Associate at William Blair & Company
Industry Capital Markets
Experience
William Blair & Company January 2013 - Present
MKM Partners April 2011 - December 2012
BlackRock July 2008 - April 2011
Skills
Valuation, Analysis, Modeling, Series 7, Series 63, Financial Modeling, Equity Research, Bloomberg, Data Analysis, Excel, Factset, Thomson One, Microsoft Excel, Hedge Funds, Equities, Equity Valuation, Fixed Income, Capital Markets
Education
Penn State University 2004 — 2008
BS, Finance
William Blair & Company January 2013 - Present
MKM Partners April 2011 - December 2012
BlackRock July 2008 - April 2011
Skills
Valuation, Analysis, Modeling, Series 7, Series 63, Financial Modeling, Equity Research, Bloomberg, Data Analysis, Excel, Factset, Thomson One, Microsoft Excel, Hedge Funds, Equities, Equity Valuation, Fixed Income, Capital Markets
Education
Penn State University 2004 — 2008
BS, Finance
Janelle De Los Santos Janelle De Los Santos's William Blair & Company Experience April 2012 - Present
Job Marketing and Project Coordinator at William Blair & Co.
Industry Investment Banking
Experience
William Blair & Company April 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
University of California, Davis
Bachelor of Science (B.S.), Business/Managerial Economics
William Blair & Company April 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint
Education
University of California, Davis
Bachelor of Science (B.S.), Business/Managerial Economics
Kyle Dicke, CPA Kyle Dicke, CPA's William Blair & Company Experience August 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2014 - Present
Northern Trust Corporation April 2013 - August 2014
Deloitte & Touche, LLP September 2011 - April 2013
The Ohio State University September 2006 - June 2011
Beta Alpha Psi January 2010 - December 2010
Deloitte & Touche, LLP June 2010 - August 2010
The Scotts Miracle-Gro Company May 2009 - September 2009
Liberty Savings Bank May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Financial Modeling, Data Analysis, Outlook, PowerPoint, Financial Analysis, Accounting, Auditing, GAAP
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master of Accounting
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration, Accounting, Finance
CFA Institute, Charlottesville, VA
Completed Level II of the CFA Program
William Blair & Company August 2014 - Present
Northern Trust Corporation April 2013 - August 2014
Deloitte & Touche, LLP September 2011 - April 2013
The Ohio State University September 2006 - June 2011
Beta Alpha Psi January 2010 - December 2010
Deloitte & Touche, LLP June 2010 - August 2010
The Scotts Miracle-Gro Company May 2009 - September 2009
Liberty Savings Bank May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Reporting, Financial Modeling, Data Analysis, Outlook, PowerPoint, Financial Analysis, Accounting, Auditing, GAAP
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master of Accounting
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration, Accounting, Finance
CFA Institute, Charlottesville, VA
Completed Level II of the CFA Program
Lisa Kozak's William Blair & Company Experience July 2015 - Present
Job Recruiting Manager at William Blair & Company
Industry Human Resources
Experience
William Blair & Company July 2015 - Present
North Highland September 2013 - June 2015
Deloitte Touche Tohmatsu September 2010 - September 2013
Accenture October 2009 - September 2010
Accenture March 2008 - October 2009
Accenture May 2007 - March 2008
Accenture April 2006 - May 2007
Vedior North America January 2005 - April 2006
Accenture September 1999 - July 2001
Accenture April 1998 - August 1999
Education
Loyola University 1995 — 1999
MBA, Finance
Ohio University 1988 — 1992
BS, Communications
William Blair & Company July 2015 - Present
North Highland September 2013 - June 2015
Deloitte Touche Tohmatsu September 2010 - September 2013
Accenture October 2009 - September 2010
Accenture March 2008 - October 2009
Accenture May 2007 - March 2008
Accenture April 2006 - May 2007
Vedior North America January 2005 - April 2006
Accenture September 1999 - July 2001
Accenture April 1998 - August 1999
Education
Loyola University 1995 — 1999
MBA, Finance
Ohio University 1988 — 1992
BS, Communications
Edouard SENECHAL's William Blair & Company Experience July 2012 - Present
Job Global Macro Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
William Blair & Company July 2012 - Present
William Blair and Company June 2011 - June 2012
Singer Partners June 2009 - June 2011
UBS June 2005 - March 2009
MSCI Barra 2000 - June 2005
Education
University of Chicago 2007 — 2009
MBA
Université Paris Dauphine
Nick Padgett, CFA's William Blair & Company Experience August 1994 - December 1997
Job Managing Director at Frontaura Capital LLC
Industry Capital Markets
Experience
Frontaura Capital LLC July 2007 - Present
Emiquon Capital LLC January 2006 - August 2007
Inforte Corp. December 1997 - October 2003
William Blair & Company August 1994 - December 1997
Andersen Consulting (now Accenture) June 1988 - September 1992
Education
Career Break 2004 — 2005
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Western Illinois University 1984 — 1988
BS, Computer Science
Frontaura Capital LLC July 2007 - Present
Emiquon Capital LLC January 2006 - August 2007
Inforte Corp. December 1997 - October 2003
William Blair & Company August 1994 - December 1997
Andersen Consulting (now Accenture) June 1988 - September 1992
Education
Career Break 2004 — 2005
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Western Illinois University 1984 — 1988
BS, Computer Science
Victoria (Witkewitz) Gallelli's William Blair & Company Experience May 2012 - Present
Job Data Administrator at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2012 - Present
First Temporary Services (William Blair & Company) August 2011 - March 2012
The Salem Group (Pepper Global) May 2010 - August 2010
CSP Information Group March 2008 - November 2009
Kaplan Financial 2007 - 2008
Osgood 4D Inc. 2005 - 2007
Ashton Zane March 2005 - July 2005
City of Blue Island May 2003 - July 2003
Skills
Salesforce.com, Copywriting, Data Entry, Market Research, Copy Editing, Adobe Creative Suite, Database Administration, PowerPoint, Project Management, Publishing, Training, Editorial, Marketing, CRM, Editorial Project..., Trade Shows, Trade Show Coordination, Marketo
Education
Saint Xavier University 2005 — 2008
MBA, Marketing
Saint Xavier University 2000 — 2004
BBA, Marketing
Oak Lawn High School
William Blair & Company May 2012 - Present
First Temporary Services (William Blair & Company) August 2011 - March 2012
The Salem Group (Pepper Global) May 2010 - August 2010
CSP Information Group March 2008 - November 2009
Kaplan Financial 2007 - 2008
Osgood 4D Inc. 2005 - 2007
Ashton Zane March 2005 - July 2005
City of Blue Island May 2003 - July 2003
Skills
Salesforce.com, Copywriting, Data Entry, Market Research, Copy Editing, Adobe Creative Suite, Database Administration, PowerPoint, Project Management, Publishing, Training, Editorial, Marketing, CRM, Editorial Project..., Trade Shows, Trade Show Coordination, Marketo
Education
Saint Xavier University 2005 — 2008
MBA, Marketing
Saint Xavier University 2000 — 2004
BBA, Marketing
Oak Lawn High School
Andy Monroe's William Blair & Company Experience 1997 - 2002
Job
Industry Investment Banking
Experience
Q Advisors LLC 2007 - Present
Cascadia Captial LLC 2003 - 2007
William Blair & Company 1997 - 2002
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Development, Finance, Mergers, Management
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance / Entrepreneurship
University of Colorado Boulder 1990 — 1994
BS, Accounting
Q Advisors LLC 2007 - Present
Cascadia Captial LLC 2003 - 2007
William Blair & Company 1997 - 2002
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Development, Finance, Mergers, Management
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance / Entrepreneurship
University of Colorado Boulder 1990 — 1994
BS, Accounting
Tim McHugh's William Blair & Company Experience 2007 - Present
Job Partner at William Blair & Company
Industry Investment Management
Experience
William Blair & Company 2007 - Present
William Blair & Company 2002 - 2007
Federal Reserve Bank of Chicago 2000 - 2002
Skills
Mergers, Alternative Investments, Sell Side, M&A experience, Securities, Corporate Development, Series 7, LBO, Investment Management, Business Valuation, Equity Valuation
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Accounting and Finance
Wabash College 1996 — 2000
Bachelor's degree, Economics
William Blair & Company 2007 - Present
William Blair & Company 2002 - 2007
Federal Reserve Bank of Chicago 2000 - 2002
Skills
Mergers, Alternative Investments, Sell Side, M&A experience, Securities, Corporate Development, Series 7, LBO, Investment Management, Business Valuation, Equity Valuation
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Accounting and Finance
Wabash College 1996 — 2000
Bachelor's degree, Economics
Manuella Frota's William Blair & Company Experience August 2012 - February 2014
Job Investment Banking Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group March 2014 - Present
William Blair & Company August 2012 - February 2014
William Blair & Company June 2011 - August 2011
The World Bank 2004 - 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Equities, Mergers & Acquisitions, Economics, LBO, Project Management, Spanish-speaking, French-speaking, Brazilian Portuguese, Capital Markets, Equity Research, French
Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting
The George Washington University
Master of Arts, International Affairs
Pontifícia Universidade Católica do Rio de Janeiro / PUC-RJ
JD, Law
Bahiense
The Blackstone Group March 2014 - Present
William Blair & Company August 2012 - February 2014
William Blair & Company June 2011 - August 2011
The World Bank 2004 - 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Equities, Mergers & Acquisitions, Economics, LBO, Project Management, Spanish-speaking, French-speaking, Brazilian Portuguese, Capital Markets, Equity Research, French
Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting
The George Washington University
Master of Arts, International Affairs
Pontifícia Universidade Católica do Rio de Janeiro / PUC-RJ
JD, Law
Bahiense
Jonathan Womack's William Blair & Company Experience November 2013 - May 2014
Job Senior Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
William Blair & Company November 2013 - May 2014
PricewaterhouseCoopers March 2006 - August 2013
Quorum Business Solutions August 1999 - March 2005
Skills
Indirect Taxation, Tax, Tax Law, VAT, Tax Advisory, ERP, Technology, Microsoft Office..., SQL, Crystal Reports, Business Objects, Auditing, Business Process..., Relationship Management, Change Management, Project Management, Software Project..., Process Improvement, Oracle PL/SQL..., Velocity, Business Analysis, Integration, Business Process, Governance, Internal Audit, Consulting
Education
Oklahoma State University 1994 — 1999
BS, Industrial Engineering and Management
JPMorgan Chase August 2014 - Present
William Blair & Company November 2013 - May 2014
PricewaterhouseCoopers March 2006 - August 2013
Quorum Business Solutions August 1999 - March 2005
Skills
Indirect Taxation, Tax, Tax Law, VAT, Tax Advisory, ERP, Technology, Microsoft Office..., SQL, Crystal Reports, Business Objects, Auditing, Business Process..., Relationship Management, Change Management, Project Management, Software Project..., Process Improvement, Oracle PL/SQL..., Velocity, Business Analysis, Integration, Business Process, Governance, Internal Audit, Consulting
Education
Oklahoma State University 1994 — 1999
BS, Industrial Engineering and Management
Joe Schauenberg's William Blair & Company Experience July 2007 - Present
Job Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2007 - Present
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Accounting
University of Iowa 1996 — 2000
BBA, Finance and Information Systems
William Blair & Company July 2007 - Present
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Accounting
University of Iowa 1996 — 2000
BBA, Finance and Information Systems
Jonathan Ho's William Blair & Company Experience January 2008 - January 2009
Job Senior Equity Research Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2009 - Present
William Blair & Company January 2008 - January 2009
William Blair and Company June 2005 - 2007
MITRE/Mitretek/Noblis 1997 - 2003
Robert H. Smith School of Business, University of Maryland 1995 - 1997
Skills
Equity Research, Equities, Financial Modeling, Valuation, Security, Equity Valuation, Computer Security, Hedge Funds, Software Development, Software Project..., Cyber-security, Investment Banking, Asset Management, Alternative Investments, Capital Markets, Investments, Financial Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Accounting and Finance
The Johns Hopkins University 1998 — 2000
MS, Information and Telecommunications Systems
University of Maryland College Park 1993 — 1997
BS, Finance and BS, Management Science & Statistics (Operations Research)
William Blair and Company January 2009 - Present
William Blair & Company January 2008 - January 2009
William Blair and Company June 2005 - 2007
MITRE/Mitretek/Noblis 1997 - 2003
Robert H. Smith School of Business, University of Maryland 1995 - 1997
Skills
Equity Research, Equities, Financial Modeling, Valuation, Security, Equity Valuation, Computer Security, Hedge Funds, Software Development, Software Project..., Cyber-security, Investment Banking, Asset Management, Alternative Investments, Capital Markets, Investments, Financial Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Accounting and Finance
The Johns Hopkins University 1998 — 2000
MS, Information and Telecommunications Systems
University of Maryland College Park 1993 — 1997
BS, Finance and BS, Management Science & Statistics (Operations Research)
Larry De Maria's William Blair & Company Experience April 2011 - Present
Job William Blair Global Industrial Infrastructure
Industry Financial Services
Experience
William Blair & Company April 2011 - Present
prudential 2000 - 2007
Education
Providence College 1993 — 1997
William Blair & Company April 2011 - Present
prudential 2000 - 2007
Education
Providence College 1993 — 1997
Monica Dallio's William Blair & Company Experience September 2014 - Present
Job HR Manager at William Blair & Company
Industry Banking
Experience
William Blair & Company September 2014 - Present
Federal Reserve Bank of Chicago August 2009 - September 2014
Fortis Investments September 2005 - July 2009
ABN AMRO Asset Management 2005 - 2009
Skills
Performance Management, Talent Management, Employee Engagement, Deferred Compensation, Personnel Management, Training, Salary, Benchmarking, Human Resources, Succession Planning, Onboarding, HRIS, Employee Benefits, Workforce Planning, Recruiting, Talent Acquisition, Employee Relations
Education
The Chicago School of Professional Psychology 2004 — 2006
Master of Arts in Industrial Organizational Psychology
University of St. Francis 2001 — 2004
Bachelor of Arts, Psychology
William Blair & Company September 2014 - Present
Federal Reserve Bank of Chicago August 2009 - September 2014
Fortis Investments September 2005 - July 2009
ABN AMRO Asset Management 2005 - 2009
Skills
Performance Management, Talent Management, Employee Engagement, Deferred Compensation, Personnel Management, Training, Salary, Benchmarking, Human Resources, Succession Planning, Onboarding, HRIS, Employee Benefits, Workforce Planning, Recruiting, Talent Acquisition, Employee Relations
Education
The Chicago School of Professional Psychology 2004 — 2006
Master of Arts in Industrial Organizational Psychology
University of St. Francis 2001 — 2004
Bachelor of Arts, Psychology
Rob Metzger's William Blair & Company Experience March 1999 - Present
Job Principal at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company March 1999 - Present
ICG Commerce March 2000 - December 2000
ABN AMRO Incorporated November 1997 - March 1999
A.T. Kearney August 1995 - November 1997
Price Waterhouse August 1990 - June 1994
FASB July 1989 - June 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1995
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Accountancy
William Blair & Company March 1999 - Present
ICG Commerce March 2000 - December 2000
ABN AMRO Incorporated November 1997 - March 1999
A.T. Kearney August 1995 - November 1997
Price Waterhouse August 1990 - June 1994
FASB July 1989 - June 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1995
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Accountancy
Judy Cohn's William Blair & Company Experience August 2013 - Present
Job Research Librarian at William Blair & Company
Industry Information Services
Experience
William Blair & Company August 2013 - Present
Navigant 2012 - August 2013
Deutsche Bank Securities April 2005 - November 2011
Kaye Scholer LLP July 2002 - November 2004
Deutsche Bank Securities March 2000 - July 2002
Skills
Capital IQ, Factiva, Investment Banking, Bloomberg, Data Analysis
Education
Pratt Institute
MLIS, Master of Library & Information Science
Indiana University
B.A, History of Art
William Blair & Company August 2013 - Present
Navigant 2012 - August 2013
Deutsche Bank Securities April 2005 - November 2011
Kaye Scholer LLP July 2002 - November 2004
Deutsche Bank Securities March 2000 - July 2002
Skills
Capital IQ, Factiva, Investment Banking, Bloomberg, Data Analysis
Education
Pratt Institute
MLIS, Master of Library & Information Science
Indiana University
B.A, History of Art
Brian Schwartz's William Blair & Company Experience June 2004 - August 2004
Job Vice President at Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners August 2012 - Present
Water Street Healthcare Partners June 2011 - August 2011
LaSalle Capital Group March 2008 - June 2010
RCP Advisors August 2005 - February 2008
William Blair & Company June 2004 - August 2004
Skills
Deal Sourcing, Due Diligence, Alternative Investments, Business Valuation, Mergers, Valuation, Private Equity, Venture Capital, Financial Modeling, LBO, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Capital, M&A experience, Portfolio Management, Corporate Development
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Huron Capital Partners August 2012 - Present
Water Street Healthcare Partners June 2011 - August 2011
LaSalle Capital Group March 2008 - June 2010
RCP Advisors August 2005 - February 2008
William Blair & Company June 2004 - August 2004
Skills
Deal Sourcing, Due Diligence, Alternative Investments, Business Valuation, Mergers, Valuation, Private Equity, Venture Capital, Financial Modeling, LBO, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Capital, M&A experience, Portfolio Management, Corporate Development
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Rick Fradin's William Blair & Company Experience 1994 - 2002
Job Chief Investment Officer at RailSplitter Capital Management
Industry Investment Management
Experience
Rail-Splitter Capital Management September 2002 - Present
William Blair & Company 1994 - 2002
Skills
Investment Management, Investment Advisory, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Investments, Investment Strategies, Asset Managment, Equities, Stock Picking
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Rail-Splitter Capital Management September 2002 - Present
William Blair & Company 1994 - 2002
Skills
Investment Management, Investment Advisory, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Investments, Investment Strategies, Asset Managment, Equities, Stock Picking
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Kimberly Ulrich's William Blair & Company Experience December 2007 - June 2013
Job Product Specialist
Industry Financial Services
Experience
William Blair & Company December 2007 - June 2013
Deutsche Asset Management July 2004 - January 2007
Scudder Investments June 1996 - July 2004
Kemper Financial Services September 1993 - May 1996
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
William Blair & Company December 2007 - June 2013
Deutsche Asset Management July 2004 - January 2007
Scudder Investments June 1996 - July 2004
Kemper Financial Services September 1993 - May 1996
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
David Chandler's William Blair & Company Experience March 1987 - July 2004
Job Managing Partner, CGP
Industry Venture Capital & Private Equity
Experience
Chicago Growth Partners July 2004 - Present
William Blair & Company March 1987 - July 2004
Morgan Stanley September 1984 - March 1987
The First Boston Corporation (Credit Suisse) July 1980 - June 1982
Skills
Management, Capital, Investments, Start-ups, Private Equity, Due Diligence, Strategic Planning, Venture Capital, Acquisition Integration, New Business Development, Corporate Development, Finance, Marketing Strategy, Mergers, Business Development, Competitive Analysis, M&A experience, Marketing, Mergers & Acquisitions, Board of Directors, Executive Management, Product Marketing, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
M.B.A.
Princeton University 1976 — 1980
B.A., History
Chicago Growth Partners July 2004 - Present
William Blair & Company March 1987 - July 2004
Morgan Stanley September 1984 - March 1987
The First Boston Corporation (Credit Suisse) July 1980 - June 1982
Skills
Management, Capital, Investments, Start-ups, Private Equity, Due Diligence, Strategic Planning, Venture Capital, Acquisition Integration, New Business Development, Corporate Development, Finance, Marketing Strategy, Mergers, Business Development, Competitive Analysis, M&A experience, Marketing, Mergers & Acquisitions, Board of Directors, Executive Management, Product Marketing, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
M.B.A.
Princeton University 1976 — 1980
B.A., History
Jonathan Gjeldum's William Blair & Company Experience 2004 - 2007
Job Owner, State Farm Insurance
Industry Insurance
Experience
State Farm Insurance 2007 - Present
William Blair & Company 2004 - 2007
Edward Jones 2003 - 2004
Skills
Property & Casualty..., Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Mutual Funds, New Business Development, Customer Service
Education
Purdue University 1999 — 2003
Bachelor's of Science
State Farm Insurance 2007 - Present
William Blair & Company 2004 - 2007
Edward Jones 2003 - 2004
Skills
Property & Casualty..., Life Insurance, Long Term Care Insurance, Disability Insurance, Series 7, Series 63, Mutual Funds, New Business Development, Customer Service
Education
Purdue University 1999 — 2003
Bachelor's of Science
Kelly Scanlon's William Blair & Company Experience 1995 - 1996
Job Marketing & Client Service Associate at Cornerstone Investment Partners, LLC
Industry Financial Services
Experience
Cornerstone Investment Partners, LLC January 2015 - Present
Wilmington Trust Investment Management 2006 - 2007
Smith Barney 2005 - 2006
INVESCO Managed Accounts 1999 - 2005
The Robinson Humphrey Company, Inc. 1996 - 1999
William Blair & Company 1995 - 1996
Skills
Marketing, Financial Services, Wealth Management
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), French Literature
Cornerstone Investment Partners, LLC January 2015 - Present
Wilmington Trust Investment Management 2006 - 2007
Smith Barney 2005 - 2006
INVESCO Managed Accounts 1999 - 2005
The Robinson Humphrey Company, Inc. 1996 - 1999
William Blair & Company 1995 - 1996
Skills
Marketing, Financial Services, Wealth Management
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), French Literature
Amy Noblin's William Blair & Company Experience November 2011 - Present
Job Research Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company November 2011 - Present
Weeden & Co. March 2010 - August 2011
Pali Capital June 2008 - February 2010
Banc of America Securities October 2000 - February 2008
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Saks Fifth Avenue 1998 - 1998
Harold's Stores, Inc. 1995 - 1997
Neiman Marcus 1993 - 1995
Education
Texas A&M University 1989 — 1993
BS
William Blair & Company November 2011 - Present
Weeden & Co. March 2010 - August 2011
Pali Capital June 2008 - February 2010
Banc of America Securities October 2000 - February 2008
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Saks Fifth Avenue 1998 - 1998
Harold's Stores, Inc. 1995 - 1997
Neiman Marcus 1993 - 1995
Education
Texas A&M University 1989 — 1993
BS
Solange Velazquez's William Blair & Company Experience August 2012 - Present
Job Investment Banking Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2012 - Present
University of Chicago Booth School of Business September 2010 - June 2012
Genworth Financial June 2008 - July 2010
Genworth Financial August 2006 - June 2008
Skills
Finance, Strategy, Investment Banking, Strategic Planning, Bloomberg, Valuation, Financial Modeling, Financial Analysis, Cross-functional Team..., Corporate Finance, Due Diligence, Mergers & Acquisitions, Risk Management
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Finance and Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
William Blair & Company August 2012 - Present
University of Chicago Booth School of Business September 2010 - June 2012
Genworth Financial June 2008 - July 2010
Genworth Financial August 2006 - June 2008
Skills
Finance, Strategy, Investment Banking, Strategic Planning, Bloomberg, Valuation, Financial Modeling, Financial Analysis, Cross-functional Team..., Corporate Finance, Due Diligence, Mergers & Acquisitions, Risk Management
Education
The University of Chicago Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Finance and Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Patrick Norwood's William Blair & Company Experience September 2010 - September 2014
Job International Equity Trader at Advisory Research
Industry Investment Management
Experience
Advisory Research September 2014 - Present
William Blair & Company September 2010 - September 2014
William Blair & Company April 2008 - September 2010
William Blair & Company June 2006 - April 2008
MPS Group October 2004 - June 2006
Skills
Equities, Trading, Strategy, Equity Trading, Portfolio Management, Bloomberg, Investments, Series 7, Series 63, Capital Markets, Asset Management, Electronic Trading, Mutual Funds, Economics, Securities, Trading Systems
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Francis High School
Advisory Research September 2014 - Present
William Blair & Company September 2010 - September 2014
William Blair & Company April 2008 - September 2010
William Blair & Company June 2006 - April 2008
MPS Group October 2004 - June 2006
Skills
Equities, Trading, Strategy, Equity Trading, Portfolio Management, Bloomberg, Investments, Series 7, Series 63, Capital Markets, Asset Management, Electronic Trading, Mutual Funds, Economics, Securities, Trading Systems
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Francis High School
Ashley DeArman's William Blair & Company Experience September 2007 - December 2008
Job Vice President at Edge Capital Partners, LLC
Industry Financial Services
Experience
Edge Capital Partners, LLC February 2012 - Present
FPG Partners March 2010 - February 2012
Fairway Partners January 2009 - March 2010
William Blair & Company September 2007 - December 2008
Precept Capital Management April 2006 - September 2007
Highland Capital Management November 2001 - April 2006
Education
Southern Methodist University 1997 — 2001
Finance, Economics
Edge Capital Partners, LLC February 2012 - Present
FPG Partners March 2010 - February 2012
Fairway Partners January 2009 - March 2010
William Blair & Company September 2007 - December 2008
Precept Capital Management April 2006 - September 2007
Highland Capital Management November 2001 - April 2006
Education
Southern Methodist University 1997 — 2001
Finance, Economics
Tony Roetlin's William Blair & Company Experience 1997 - 1999
Job Director of Finance at City of Coralville, Iowa
Industry Government Administration
Experience
City of Coralville, Iowa December 2012 - Present
AEGON Asset Management April 2007 - December 2012
Springsted Incorporated 1999 - 2006
William Blair & Company 1997 - 1999
First Chicago Capital Markets, Inc. 1994 - 1997
Skills
Asset Managment, Financial Analysis, Options, Fixed Income, Derivatives, Investments, Asset Management, Insurance, Financial Reporting, Internal Controls, Finance, Budgets, Financial Services, Securities, Financial Modeling, Management, Portfolio Management, Mutual Funds, Structured Finance, Financial Structuring
Education
The University of Chicago - Booth School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Finance and Econometrics
The University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, with an emphasis in Accounting
City of Coralville, Iowa December 2012 - Present
AEGON Asset Management April 2007 - December 2012
Springsted Incorporated 1999 - 2006
William Blair & Company 1997 - 1999
First Chicago Capital Markets, Inc. 1994 - 1997
Skills
Asset Managment, Financial Analysis, Options, Fixed Income, Derivatives, Investments, Asset Management, Insurance, Financial Reporting, Internal Controls, Finance, Budgets, Financial Services, Securities, Financial Modeling, Management, Portfolio Management, Mutual Funds, Structured Finance, Financial Structuring
Education
The University of Chicago - Booth School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Finance and Econometrics
The University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, with an emphasis in Accounting
Andrew Maddaloni's William Blair & Company Experience August 2000 - September 2003
Job Director of Research at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Janet (Del Giudice) Balakian's William Blair & Company Experience 1993 - 1995
Job Partner at Third Coast Capital
Industry Investment Management
Experience
Third Coast Capital 2005 - Present
Ridgecrest Parners 2000 - 2005
Smith Barney 1995 - 2000
William Blair & Company 1993 - 1995
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.)
University of Notre Dame
Master of Business Administration (MBA)
Saint Mary's College of Notre Dame
BBA
BBA, MA, MBA
Third Coast Capital 2005 - Present
Ridgecrest Parners 2000 - 2005
Smith Barney 1995 - 2000
William Blair & Company 1993 - 1995
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.)
University of Notre Dame
Master of Business Administration (MBA)
Saint Mary's College of Notre Dame
BBA
BBA, MA, MBA
Alaina Anderson, CFA's William Blair & Company Experience October 2013 - Present
Job Partner, International Real Estate Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2006 - October 2013
John D. and Catherine T. MacArthur Foundation 2001 - 2005
Skills
Equity Research, Industry Analysis, Financial Modeling, Valuation, Asset Allocation, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Marketing
Illinois Math and Science Academy 1990 — 1993
William Blair & Company October 2013 - Present
William Blair and Company May 2006 - October 2013
John D. and Catherine T. MacArthur Foundation 2001 - 2005
Skills
Equity Research, Industry Analysis, Financial Modeling, Valuation, Asset Allocation, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Marketing
Illinois Math and Science Academy 1990 — 1993
Donald Courtright's William Blair & Company Experience July 2014 - Present
Job Business Development & Client Service, William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
Education
St. Ambrose University
William Blair & Company July 2014 - Present
Education
St. Ambrose University
Joseph L. Robinson II's William Blair & Company Experience August 2012 - March 2015
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
William Blair & Company August 2012 - March 2015
Periphas Consulting April 2010 - January 2012
Trenton Area Soup Kitchen March 2006 - July 2010
Forsyth Street Advisors July 2007 - December 2009
Isles, Inc. August 2005 - July 2007
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Business Strategy, Investment Banking, Non-profits, Policy Analysis, Entrepreneurship, Community Outreach, Program Evaluation, Market Research, Philanthropy, Research, Strategic Planning, Public Speaking, Program Development, Volunteer Management, Finance, Strategy, Restructuring, Leadership, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Real Estate, Entrepreneurship, Finance
Princeton University 2000 — 2005
BA, Sociology
Houlihan Lokey March 2015 - Present
William Blair & Company August 2012 - March 2015
Periphas Consulting April 2010 - January 2012
Trenton Area Soup Kitchen March 2006 - July 2010
Forsyth Street Advisors July 2007 - December 2009
Isles, Inc. August 2005 - July 2007
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Business Strategy, Investment Banking, Non-profits, Policy Analysis, Entrepreneurship, Community Outreach, Program Evaluation, Market Research, Philanthropy, Research, Strategic Planning, Public Speaking, Program Development, Volunteer Management, Finance, Strategy, Restructuring, Leadership, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Real Estate, Entrepreneurship, Finance
Princeton University 2000 — 2005
BA, Sociology
Russell Johnston's William Blair & Company Experience June 2012 - September 2014
Job Associate at The Vistria Group
Industry Financial Services
Experience
The Vistria Group September 2014 - Present
William Blair & Company June 2012 - September 2014
Fisher College of Business January 2010 - June 2012
Ernst & Young January 2011 - March 2011
The Ohio State University June 2009 - August 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
B.S.B.A, Accounting, Finance
Chaminade Julienne Catholic High School 2003 — 2007
The Vistria Group September 2014 - Present
William Blair & Company June 2012 - September 2014
Fisher College of Business January 2010 - June 2012
Ernst & Young January 2011 - March 2011
The Ohio State University June 2009 - August 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
B.S.B.A, Accounting, Finance
Chaminade Julienne Catholic High School 2003 — 2007
Sophia Hui Jiang's William Blair & Company Experience May 2015 - Present
Job Technology Equity Research at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2015 - Present
SWS Research September 2013 - June 2014
PwC August 2012 - August 2013
Adkins Matchett & Toy June 2012 - August 2012
J.P. Morgan Asset Management June 2011 - August 2011
Student Investment Management Fund 2011 - 2011
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Fixed Income, Investments, Financial Analysis, Private Equity, DCF, LBO, Capital IQ, Capital Markets, International Business, FactSet
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA (Honors), Finance and Accounting
CFA Institute
William Blair & Company May 2015 - Present
SWS Research September 2013 - June 2014
PwC August 2012 - August 2013
Adkins Matchett & Toy June 2012 - August 2012
J.P. Morgan Asset Management June 2011 - August 2011
Student Investment Management Fund 2011 - 2011
Skills
Financial Modeling, Bloomberg, Valuation, Equity Research, Fixed Income, Investments, Financial Analysis, Private Equity, DCF, LBO, Capital IQ, Capital Markets, International Business, FactSet
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
The Ohio State University - The Max M. Fisher College of Business
BSBA (Honors), Finance and Accounting
CFA Institute
Gary Mascitis's William Blair & Company Experience December 2012 - November 2014
Job Convertible Bond Sales and Trading at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
Jeff Carsello's William Blair & Company Experience January 1997 - January 1999
Job Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Andrew Blodgett's William Blair & Company Experience July 2014 - Present
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
William Blair & Company July 2014 - Present
William Blair & Company August 2012 - July 2014
William Blair & Co. April 2011 - August 2012
IBM Global Business Services June 2009 - February 2011
Education
St. Francis Xavier University 2005 — 2009
BA, Political Science
William Blair & Company July 2014 - Present
William Blair & Company August 2012 - July 2014
William Blair & Co. April 2011 - August 2012
IBM Global Business Services June 2009 - February 2011
Education
St. Francis Xavier University 2005 — 2009
BA, Political Science
Janet Hilliard's William Blair & Company Experience September 2000 - July 2013
Job Worldwide Facilities, Inc.
Industry Insurance
Experience
Worldwide Facilities, Inc. April 2015 - Present
Worldwide Facilities, Inc. April 2015 - Present
William Blair & Company September 2000 - July 2013
Systemhouse 1992 - 1999
Arthur Anderson May 1988 - June 1992
Skills
Private Equity
Education
South Suburban College
Worldwide Facilities, Inc. April 2015 - Present
Worldwide Facilities, Inc. April 2015 - Present
William Blair & Company September 2000 - July 2013
Systemhouse 1992 - 1999
Arthur Anderson May 1988 - June 1992
Skills
Private Equity
Education
South Suburban College
Matthew Pfau, CFA, CPA's William Blair & Company Experience June 2015 - Present
Job Equity Research Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
William Blair & Company July 2010 - June 2015
Williams Lea May 2008 - July 2010
Arthur J. Gallagher & Co. May 2007 - May 2008
Skills
CPA, CFA
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Economics, Entrepreneurship, Finance, Operations Management, and Strategic Management
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accounting
Southern Illinois University, Carbondale 2002 — 2006
BS, Accounting
William Blair & Company June 2015 - Present
William Blair & Company July 2010 - June 2015
Williams Lea May 2008 - July 2010
Arthur J. Gallagher & Co. May 2007 - May 2008
Skills
CPA, CFA
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Economics, Entrepreneurship, Finance, Operations Management, and Strategic Management
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accounting
Southern Illinois University, Carbondale 2002 — 2006
BS, Accounting
Rick Agrimonti's William Blair & Company Experience September 2002 - Present
Job Mortgage Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2002 - Present
Skills
Alternative Investments, Bloomberg, Equities, Bonds, Series 63, Series 7, Investments, Fixed Income, Hedge Funds, Asset Management, Securities, Derivatives, Capital Markets, Trading
Education
Southern Illinois University, Carbondale 1976 — 1980
BS, Finance
William Blair & Company September 2002 - Present
Skills
Alternative Investments, Bloomberg, Equities, Bonds, Series 63, Series 7, Investments, Fixed Income, Hedge Funds, Asset Management, Securities, Derivatives, Capital Markets, Trading
Education
Southern Illinois University, Carbondale 1976 — 1980
BS, Finance
Corey Tobin's William Blair & Company Experience August 2012 - Present
Job Investment Management Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
Mac Wiener's William Blair & Company Experience 1968 - 2009
Job
Industry Investment Management
Experience
William Blair & Company 1968 - 2009
Skills
Strategic Planning, Public Speaking, Budgets, Teaching, Strategic Financial..., Business Strategy, Leadership, Financial Analysis, Leadership Development, Fundraising, Microsoft Office, Customer Service
Education
Trinity College-Hartford 1957 — 1961
Bachelor of Arts (B.A.), Political Science and Government
William Blair & Company 1968 - 2009
Skills
Strategic Planning, Public Speaking, Budgets, Teaching, Strategic Financial..., Business Strategy, Leadership, Financial Analysis, Leadership Development, Fundraising, Microsoft Office, Customer Service
Education
Trinity College-Hartford 1957 — 1961
Bachelor of Arts (B.A.), Political Science and Government
Cary Jones's William Blair & Company Experience May 2013 - July 2013
Job Student at Trinity CollegeHartford
Industry
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.