Windhaven Investment Management
Industry: Company
DescriptionFounded: 1994 Parent organization: Schwab Holdings, Inc.
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Windhaven Investment Management Employees
Employee
Years
Job
Industry
Josh Betts, CFA Josh Betts, CFA's Windhaven Investment Management Experience 2014 - Present
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management 2014 - Present
Invesco PowerShares Capital Management 2008 - 2014
Claymore Securities (Now Guggenheim Investments) 2007 - 2008
Invesco PowerShares 2006 - 2007
College Church in Wheaton 2003 - 2005
Skills
ETFs, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Investments, Equities, Investment Advisory, Fixed Income, Wealth Management, Trading, Derivatives, Financial Markets
Education
Oregon State University 1995 — 1999
Bachelor's Degree, Psychology
Moody Bible Institute 2000 — 2003
Master's Degree, Theology/Theological Studies
Windhaven Investment Management 2014 - Present
Invesco PowerShares Capital Management 2008 - 2014
Claymore Securities (Now Guggenheim Investments) 2007 - 2008
Invesco PowerShares 2006 - 2007
College Church in Wheaton 2003 - 2005
Skills
ETFs, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Investments, Equities, Investment Advisory, Fixed Income, Wealth Management, Trading, Derivatives, Financial Markets
Education
Oregon State University 1995 — 1999
Bachelor's Degree, Psychology
Moody Bible Institute 2000 — 2003
Master's Degree, Theology/Theological Studies
Jack McManmon Jack McManmon's Windhaven Investment Management Experience December 2013 - Present
Job Senior Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Michael Yuen's Windhaven Investment Management Experience November 2014 - Present
Job Associate, Client Services at Windhaven Investment Management
Industry
Experience
Windhaven Investment Management November 2014 - Present
Zipcar June 2014 - November 2014
Brookwood School January 2012 - June 2014
Crovo Sports LLC August 2012 - December 2012
LCL Landscaping June 2009 - August 2012
London Sports Trust September 2011 - December 2011
Endicott Men's Basketball Team October 2010 - March 2011
Melrose High School Athletic Department January 2010 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Event Planning, Public Speaking, Teaching, Fundraising
Education
Endicott College 2013 — 2014
Master of Business Administration (MBA)
IPADE Business School 2014 — 2014
Doing Business in Emerging Markets
Endicott College 2009 — 2013
Bachelor of Science (BS), Sport and Fitness Administration/Management
Foundations for International Education - London, UK 2011 — 2011
Windhaven Investment Management November 2014 - Present
Zipcar June 2014 - November 2014
Brookwood School January 2012 - June 2014
Crovo Sports LLC August 2012 - December 2012
LCL Landscaping June 2009 - August 2012
London Sports Trust September 2011 - December 2011
Endicott Men's Basketball Team October 2010 - March 2011
Melrose High School Athletic Department January 2010 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Event Planning, Public Speaking, Teaching, Fundraising
Education
Endicott College 2013 — 2014
Master of Business Administration (MBA)
IPADE Business School 2014 — 2014
Doing Business in Emerging Markets
Endicott College 2009 — 2013
Bachelor of Science (BS), Sport and Fitness Administration/Management
Foundations for International Education - London, UK 2011 — 2011
Ross Revenaugh's Windhaven Investment Management Experience November 2010 - March 2013
Job Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management November 2010 - March 2013
Windward Investment Management May 2008 - November 2010
Morgan Stanley 2005 - 2007
Robertson Stephens 2000 - 2002
Skills
ETFs, Equities, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investments
Education
Harvard Business School
MBA, Finance
United States Military Academy at West Point
BS, Economics
Windhaven Investment Management November 2010 - March 2013
Windward Investment Management May 2008 - November 2010
Morgan Stanley 2005 - 2007
Robertson Stephens 2000 - 2002
Skills
ETFs, Equities, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investments
Education
Harvard Business School
MBA, Finance
United States Military Academy at West Point
BS, Economics
Angelique Richardson, CFA Angelique Richardson, CFA's Windhaven Investment Management Experience April 2009 - December 2010
Job Account Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management October 2014 - May 2015
Wellington Management December 2010 - September 2014
Windhaven Investment Management April 2009 - December 2010
Gannett Welsh & Kotler October 2007 - April 2009
Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management
Education
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Wellington Management May 2015 - Present
Wellington Management October 2014 - May 2015
Wellington Management December 2010 - September 2014
Windhaven Investment Management April 2009 - December 2010
Gannett Welsh & Kotler October 2007 - April 2009
Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management
Education
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Adam Rimmer Adam Rimmer's Windhaven Investment Management Experience July 2013 - August 2013
Job Quality Assurance Analyst
Industry Financial Services
Experience
Eze Software Group July 2014 - Present
Windhaven Investment Management July 2013 - August 2013
Essex County Greenbelt Association August 2009 - August 2012
Education
Connecticut College 2010 — 2014
Economics
Pomfret School 2009 — 2010
Pingree School 2005 — 2009
Eze Software Group July 2014 - Present
Windhaven Investment Management July 2013 - August 2013
Essex County Greenbelt Association August 2009 - August 2012
Education
Connecticut College 2010 — 2014
Economics
Pomfret School 2009 — 2010
Pingree School 2005 — 2009
Catherine Cassie Rotman, CFP® Catherine Cassie Rotman, CFP®'s Windhaven Investment Management Experience May 2010 - August 2012
Job MIT Sloan School of Management, MBA Candidate, Class of 2015
Industry Financial Services
Experience
Deloitte June 2014 - August 2014
NASA January 2013 - July 2013
CoachUp October 2012 - December 2012
The Achievement Network September 2012 - December 2012
Windhaven Investment Management May 2010 - August 2012
BNY Mellon 2008 - May 2010
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA) Candidate
Colgate University 2004 — 2008
BA
清华大学 2006 — 2006
Brooks School 2000 — 2004
H.S.
SYA Spain 2002 — 2003
Deloitte June 2014 - August 2014
NASA January 2013 - July 2013
CoachUp October 2012 - December 2012
The Achievement Network September 2012 - December 2012
Windhaven Investment Management May 2010 - August 2012
BNY Mellon 2008 - May 2010
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA) Candidate
Colgate University 2004 — 2008
BA
清华大学 2006 — 2006
Brooks School 2000 — 2004
H.S.
SYA Spain 2002 — 2003
Jeff Oberg Jeff Oberg's Windhaven Investment Management Experience November 2009 - July 2014
Job Private Investment Management
Industry Investment Management
Experience
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Erica Damon Erica Damon's Windhaven Investment Management Experience October 2010 - October 2013
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
North Highland June 2015 - Present
Windhaven Investment Management October 2010 - October 2013
Park City Freestyle Ski Team 2008 - 2013
Windhaven Investment Management October 2011 - December 2012
Windhaven Investment Management October 2010 - October 2011
The Canyons Resort Realty September 2009 - September 2010
Salt Lake Marketing Company March 2009 - June 2009
Skills
Investments, Fixed Income, Portfolio Management, Equities, Bloomberg, Asset Management, Financial Analysis, Capital Markets, Microsoft Excel, Product Development, Marketing Communications, Mutual Funds, Customer Service, Financial Modeling, Microsoft Office, Asset Allocation, Hedge Funds, Investment Management, Marketing, Wealth Management, Alternative Investments, Investment Strategies, CRM, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Colorado at Boulder
Finance, International Business
North Highland June 2015 - Present
Windhaven Investment Management October 2010 - October 2013
Park City Freestyle Ski Team 2008 - 2013
Windhaven Investment Management October 2011 - December 2012
Windhaven Investment Management October 2010 - October 2011
The Canyons Resort Realty September 2009 - September 2010
Salt Lake Marketing Company March 2009 - June 2009
Skills
Investments, Fixed Income, Portfolio Management, Equities, Bloomberg, Asset Management, Financial Analysis, Capital Markets, Microsoft Excel, Product Development, Marketing Communications, Mutual Funds, Customer Service, Financial Modeling, Microsoft Office, Asset Allocation, Hedge Funds, Investment Management, Marketing, Wealth Management, Alternative Investments, Investment Strategies, CRM, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Colorado at Boulder
Finance, International Business
Susan Farris, CFA Susan Farris, CFA's Windhaven Investment Management Experience November 2010 - June 2014
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust June 2014 - Present
Windhaven Investment Management November 2010 - June 2014
Windward Investment Management September 2007 - November 2010
Goldman Sachs December 2004 - September 2007
Goldman Sachs October 1998 - December 2004
UBS August 1995 - October 1998
Cahners Publishing June 1991 - August 1993
Cargill 1989 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Cornell University 1984 — 1988
BA, Economics, magna cum laude
Lexington high school
Atlantic Trust June 2014 - Present
Windhaven Investment Management November 2010 - June 2014
Windward Investment Management September 2007 - November 2010
Goldman Sachs December 2004 - September 2007
Goldman Sachs October 1998 - December 2004
UBS August 1995 - October 1998
Cahners Publishing June 1991 - August 1993
Cargill 1989 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Cornell University 1984 — 1988
BA, Economics, magna cum laude
Lexington high school
Marianne Brunet Marianne Brunet's Windhaven Investment Management Experience July 2014 - September 2014
Job Associate Editor at Advisor Perspectives
Industry Financial Services
Experience
Advisor Perspectives June 2013 - Present
Windhaven Investment Management July 2014 - September 2014
Securities Industry and Financial Markets Association (SIFMA) June 2013 - August 2013
Brecon Business Solutions Inc. June 2011 - May 2013
ImageTree Inc. June 2009 - May 2011
Skills
Research, Economics, Time Management, Capital Markets, Newsletters, Bloomberg, Quantitative Research, Published Author, Securitization, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Global Economics, Leadership, Financial Markets, Reporting & Analysis, Mathematical data..., PowerPoint, Microsoft Word, Statistical Data..., Stock Trading, Consulting, Editing
Education
Connecticut College 2012 — 2016
Mathematics and Economics
IES Business and International Affairs 2015 — 2015
Bachelor's Degree
Phillips Academy Andover 2011 — 2012
Kent School 2009 — 2011
Advisor Perspectives June 2013 - Present
Windhaven Investment Management July 2014 - September 2014
Securities Industry and Financial Markets Association (SIFMA) June 2013 - August 2013
Brecon Business Solutions Inc. June 2011 - May 2013
ImageTree Inc. June 2009 - May 2011
Skills
Research, Economics, Time Management, Capital Markets, Newsletters, Bloomberg, Quantitative Research, Published Author, Securitization, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Global Economics, Leadership, Financial Markets, Reporting & Analysis, Mathematical data..., PowerPoint, Microsoft Word, Statistical Data..., Stock Trading, Consulting, Editing
Education
Connecticut College 2012 — 2016
Mathematics and Economics
IES Business and International Affairs 2015 — 2015
Bachelor's Degree
Phillips Academy Andover 2011 — 2012
Kent School 2009 — 2011
Jodi Detch Jodi Detch's Windhaven Investment Management Experience April 2012 - May 2014
Job Junior FrontEnd Engineer at Boundless Learning
Industry Internet
Experience
Boundless Learning August 2015 - Present
Greenfield October 2014 - June 2015
General Assemb.ly June 2014 - August 2014
Windhaven Investment Management April 2012 - May 2014
Windhaven Investment Management November 2010 - April 2012
Windward Investment Management June 2008 - November 2010
Skills
Ruby, Ruby on Rails, JavaScript, jQuery, EmberJS, PostgreSQL, Git, Heroku, AJAX, d3.js, SVG, Amazon S3, Amazon CloudFront, HTML, CSS, AngularJS, Series 65, Asset Allocation, Marketing, Investment Strategies, ETFs, Salesforce.com, Marketing Communications, Email Marketing, Event Planning, Event Management, Manage Client..., Client Relations Skills, Financial Reporting, Account Management, Sales Presentations
Education
General Assembly
Northeastern University 2004 — 2008
BA, International Affairs, Spanish, Communications
Boundless Learning August 2015 - Present
Greenfield October 2014 - June 2015
General Assemb.ly June 2014 - August 2014
Windhaven Investment Management April 2012 - May 2014
Windhaven Investment Management November 2010 - April 2012
Windward Investment Management June 2008 - November 2010
Skills
Ruby, Ruby on Rails, JavaScript, jQuery, EmberJS, PostgreSQL, Git, Heroku, AJAX, d3.js, SVG, Amazon S3, Amazon CloudFront, HTML, CSS, AngularJS, Series 65, Asset Allocation, Marketing, Investment Strategies, ETFs, Salesforce.com, Marketing Communications, Email Marketing, Event Planning, Event Management, Manage Client..., Client Relations Skills, Financial Reporting, Account Management, Sales Presentations
Education
General Assembly
Northeastern University 2004 — 2008
BA, International Affairs, Spanish, Communications
Kristi Hillyer's Windhaven Investment Management Experience October 2003 - May 2010
Job Director of Client Service at Balentine
Industry Investment Management
Experience
Balentine January 2012 - Present
Windhaven Investment Management October 2003 - May 2010
Skills
Asset Managment, Equities, Strategy, Asset Management, Microsoft Excel, Marketing Strategy
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Economics
Balentine January 2012 - Present
Windhaven Investment Management October 2003 - May 2010
Skills
Asset Managment, Equities, Strategy, Asset Management, Microsoft Excel, Marketing Strategy
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Economics
Eric Biegeleisen, CFA's Windhaven Investment Management Experience November 2010 - December 2012
Job CoFounder & Chief Investment Officer of Broadmeadow Capital, LLC
Industry Financial Services
Experience
Broadmeadow Capital, LLC October 2014 - Present
Consultant December 2012 - October 2014
Windhaven Investment Management November 2010 - December 2012
Windward Investment Management July 2007 - November 2010
Textron Defense Systems June 2006 - July 2007
General Dynamics C4 Systems, Inc. November 2003 - May 2006
Skills
Matlab, C++, C, Java, Perl, Visual Basic, JavaScript, Microsoft Office, VBA, SQL, Bloomberg, Risk Management, Programming, Fixed Income, Financial Modeling, Asset Management, Equities, Analysis, Valuation, HTML, XML, Product Development, Portfolio Management, Derivatives, Financial Analysis, Algorithms, SQL Server, Databases, Word, Research, Modeling, PowerPoint, Data Analysis, Analytics, Quantitative Analytics, Investment Management, Quantitative Finance, Software Engineering, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Asset Managment, ETFs, Capital Markets, Series 65, Series 3, Mutual Funds, Hedge Funds, Equity Research
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
University of Southern California 2002 — 2003
MS, Electrical Engineering
Trinity College-Hartford 1998 — 2002
BS, Electrical Engineering
Broadmeadow Capital, LLC October 2014 - Present
Consultant December 2012 - October 2014
Windhaven Investment Management November 2010 - December 2012
Windward Investment Management July 2007 - November 2010
Textron Defense Systems June 2006 - July 2007
General Dynamics C4 Systems, Inc. November 2003 - May 2006
Skills
Matlab, C++, C, Java, Perl, Visual Basic, JavaScript, Microsoft Office, VBA, SQL, Bloomberg, Risk Management, Programming, Fixed Income, Financial Modeling, Asset Management, Equities, Analysis, Valuation, HTML, XML, Product Development, Portfolio Management, Derivatives, Financial Analysis, Algorithms, SQL Server, Databases, Word, Research, Modeling, PowerPoint, Data Analysis, Analytics, Quantitative Analytics, Investment Management, Quantitative Finance, Software Engineering, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Asset Managment, ETFs, Capital Markets, Series 65, Series 3, Mutual Funds, Hedge Funds, Equity Research
Education
Boston University Questrom School of Business 2004 — 2007
MBA, Finance
University of Southern California 2002 — 2003
MS, Electrical Engineering
Trinity College-Hartford 1998 — 2002
BS, Electrical Engineering
Jeremy Glenn's Windhaven Investment Management Experience February 2014 - November 2014
Job Financial services marketing professional
Industry Financial Services
Experience
Charles Schwab November 2014 - December 2014
Windhaven Investment Management February 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Windhaven Investment Management November 2010 - February 2012
Windward Investment Management January 2010 - November 2010
Skills
Series 65
Education
Emerson College 2004 — 2008
BS, Marketing Communication
Charles Schwab November 2014 - December 2014
Windhaven Investment Management February 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Windhaven Investment Management November 2010 - February 2012
Windward Investment Management January 2010 - November 2010
Skills
Series 65
Education
Emerson College 2004 — 2008
BS, Marketing Communication
Trey Hancock's Windhaven Investment Management Experience June 2011 - Present
Job Managing Director, Institutional Services at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Fatma Barkus Fatma Barkus's Windhaven Investment Management Experience January 2013 - July 2014
Job MBA Candidate Consortium Fellow and Forte Fellow at Cornell University, Johnson Graduate School of Business
Industry Financial Services
Experience
Staples June 2015 - August 2015
Windhaven Investment Management January 2013 - July 2014
Barclays Capital July 2009 - March 2012
Lehman Brothers June 2008 - August 2008
PwC June 2007 - August 2007
Skills
Marketing, Brand Management, Project Management, Strategic Planning, Entrepreneurship, Financial Analysis, Intermediate Spanish., Data Analysis, Management, Investments, Valuation, Research
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Marketing Immersion
Harvard Extension School 2012 — 2013
Strategic Management, 3.7 GPA
Bryn Mawr College 2005 — 2009
Bachelor of Arts Degree, Economics & Political Science, 3.4 G.P.A.
Staples June 2015 - August 2015
Windhaven Investment Management January 2013 - July 2014
Barclays Capital July 2009 - March 2012
Lehman Brothers June 2008 - August 2008
PwC June 2007 - August 2007
Skills
Marketing, Brand Management, Project Management, Strategic Planning, Entrepreneurship, Financial Analysis, Intermediate Spanish., Data Analysis, Management, Investments, Valuation, Research
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Marketing Immersion
Harvard Extension School 2012 — 2013
Strategic Management, 3.7 GPA
Bryn Mawr College 2005 — 2009
Bachelor of Arts Degree, Economics & Political Science, 3.4 G.P.A.
Sylvia Xu Sylvia Xu's Windhaven Investment Management Experience June 2015 - August 2015
Job Senior Admissions Fellow at Colby College
Industry Internet
Experience
Colby College September 2015 - Present
Windhaven Investment Management June 2015 - August 2015
Colby College April 2014 - May 2015
Bongarde August 2014 - September 2014
Bellevue Life Spring July 2014 - September 2014
Biking Billboards January 2014 - January 2014
Lakeside School June 2013 - August 2013
StartupSeattle June 2012 - September 2012
Skills
Event Management, Event Planning, Graphic Design, HTML, CSS, Salesforce.com, Photoshop, Start-up Environment, Social Media, SEO, Online Advertising, Social Networking, Adobe Creative Suite, Illustrator, Entrepreneurship, Editing, WordPress, Photography, Illustration, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach
Education
Colby College 2012 — 2016
Economics, Mathematics
Lakeside School 2004 — 2012
Colby College September 2015 - Present
Windhaven Investment Management June 2015 - August 2015
Colby College April 2014 - May 2015
Bongarde August 2014 - September 2014
Bellevue Life Spring July 2014 - September 2014
Biking Billboards January 2014 - January 2014
Lakeside School June 2013 - August 2013
StartupSeattle June 2012 - September 2012
Skills
Event Management, Event Planning, Graphic Design, HTML, CSS, Salesforce.com, Photoshop, Start-up Environment, Social Media, SEO, Online Advertising, Social Networking, Adobe Creative Suite, Illustrator, Entrepreneurship, Editing, WordPress, Photography, Illustration, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach
Education
Colby College 2012 — 2016
Economics, Mathematics
Lakeside School 2004 — 2012
Nicole Calabrese's Windhaven Investment Management Experience June 2015 - Present
Job Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management June 2015 - Present
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management March 2013 - March 2015
Windhaven Investment Management November 2012 - March 2013
Windhaven Investment Management February 2012 - November 2012
Windhaven Investment Management March 2010 - February 2012
Gannett Welsh & Kotler January 2008 - March 2010
BNY Mellon September 2006 - January 2008
Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Salem State College 2001 — 2006
Bachelor's Degree, Business Management
Windhaven Investment Management June 2015 - Present
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management March 2013 - March 2015
Windhaven Investment Management November 2012 - March 2013
Windhaven Investment Management February 2012 - November 2012
Windhaven Investment Management March 2010 - February 2012
Gannett Welsh & Kotler January 2008 - March 2010
BNY Mellon September 2006 - January 2008
Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Salem State College 2001 — 2006
Bachelor's Degree, Business Management
Morgan Dorsey's Windhaven Investment Management Experience March 2015 - Present
Job Specialist, Client Services at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management August 2013 - Present
The Prudential Insurance Company of America, Newark NJ May 2012 - August 2013
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (B.S.), Political Science
Hathaway Brown School 2000 — 2008
Windhaven Investment Management March 2015 - Present
Windhaven Investment Management August 2013 - Present
The Prudential Insurance Company of America, Newark NJ May 2012 - August 2013
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (B.S.), Political Science
Hathaway Brown School 2000 — 2008
R. Hilliard Ebling R. Hilliard Ebling's Windhaven Investment Management Experience January 2009 - Present
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Glenn Brown, MBA, CFP® Glenn Brown, MBA, CFP®'s Windhaven Investment Management Experience February 2013 - Present
Job Managing Director at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Windhaven Investment Management February 2013 - Present
Schwab Institutional 2011 - 2013
Bank of America Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Investment Services at Sovereign Bank October 2002 - March 2005
Charles Schwab 1995 - 2002
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Executive Management, Global Tactical Asset..., ETFs, Portfolio Performance..., Alternative Investments, Asset Managment, Product Marketing, Product Management, Institutional Sales, Investment Strategies, Registered Investment..., Custodial Services, RIA, Wealth Management, Asset Allocation, Financial Markets, Finance, Series 65, Series 9/10, Series 7, Series 63, Life & Health Insurance..., Asset Management, Investment Management, FINRA, Variable Annuities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Finance, Organization Studies
University of New Hampshire 1988 — 1992
BA, Communications
Robert Vatter's Windhaven Investment Management Experience January 2013 - Present
Job Specialist, Trading & Trade Support at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management January 2013 - Present
Boston University Physics Department January 2009 - May 2012
Chrystal Capital Partners LLP July 2011 - August 2011
Orangetown Day Camp May 2009 - August 2010
Pearl River Public Library November 2005 - August 2008
Education
Boston University - School of Management 2009 — 2012
B.S.B.A, Finance
Boston University 2008 — 2012
B.A., Economics
Passed Level I of the CFA Program
Windhaven Investment Management January 2013 - Present
Boston University Physics Department January 2009 - May 2012
Chrystal Capital Partners LLP July 2011 - August 2011
Orangetown Day Camp May 2009 - August 2010
Pearl River Public Library November 2005 - August 2008
Education
Boston University - School of Management 2009 — 2012
B.S.B.A, Finance
Boston University 2008 — 2012
B.A., Economics
Passed Level I of the CFA Program
Louis Crosier's Windhaven Investment Management Experience November 2010 - December 2012
Job
Industry Investment Management
Experience
Windhaven Investment Management November 2010 - December 2012
Windward Investment Management August 2002 - November 2010
Goldman Sachs August 1998 - July 2002
Skills
Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Investments, Investment Advisory, Asset Managment
Education
Dartmouth College 1983 — 1987
Amos Tuck School
Master of Business Administration (MBA)
Windhaven Investment Management November 2010 - December 2012
Windward Investment Management August 2002 - November 2010
Goldman Sachs August 1998 - July 2002
Skills
Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Investments, Investment Advisory, Asset Managment
Education
Dartmouth College 1983 — 1987
Amos Tuck School
Master of Business Administration (MBA)
Tansu Demirbilek's Windhaven Investment Management Experience April 2013 - Present
Job
Industry Financial Services
Experience
Windhaven Investment Management April 2013 - Present
Education
London Business School 2008 — 2009
Masters in Finance
Babson College 2004 — 2007
MBA
Ohio State University 2000 — 2002
M.Sc.
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1995 — 1999
B.Sc.
Ted Ankara College Foundation High School
Windhaven Investment Management April 2013 - Present
Education
London Business School 2008 — 2009
Masters in Finance
Babson College 2004 — 2007
MBA
Ohio State University 2000 — 2002
M.Sc.
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1995 — 1999
B.Sc.
Ted Ankara College Foundation High School
John Paul Jagusiak's Windhaven Investment Management Experience November 2010 - Present
Job Director of Trading & Trade Support at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management November 2010 - Present
Windward Investment Management January 2005 - November 2010
Skills
Investment Management, Investments, Asset Allocation, Investment Strategies, Alternative Investments, Equities, Asset Managment, Wealth Management, Portfolio Management, ETFs
Education
College of the Holy Cross 1998 — 2002
The Hackley School
Windhaven Investment Management November 2010 - Present
Windward Investment Management January 2005 - November 2010
Skills
Investment Management, Investments, Asset Allocation, Investment Strategies, Alternative Investments, Equities, Asset Managment, Wealth Management, Portfolio Management, ETFs
Education
College of the Holy Cross 1998 — 2002
The Hackley School
Charles S. Willauer's Windhaven Investment Management Experience November 2010 - July 2014
Job SVP and Client Advisor at Rockefeller & Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. August 2014 - Present
Thompson Island Outward Bound May 2013 - Present
Windhaven Investment Management November 2010 - July 2014
Windward Investment Management July 2004 - November 2010
Fleet Boston (Bank of America) May 2001 - July 2003
Truebridge Financial Marketing January 2000 - May 2001
Separation Technologies September 1997 - December 1999
Woods Hole Group, Inc. November 1993 - December 1994
EG&G Marine Instruments June 1992 - November 1993
Battelle Ocean Sciences November 1987 - September 1990
Skills
Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Alternative Investments, Investments, Series 7, Strategic Planning, Investment Strategies, Equities, Investment Management, Financial Modeling, Hedge Funds, Mutual Funds, Financial Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Northeastern University
B.S., Engineering
Rockefeller & Co., Inc. August 2014 - Present
Thompson Island Outward Bound May 2013 - Present
Windhaven Investment Management November 2010 - July 2014
Windward Investment Management July 2004 - November 2010
Fleet Boston (Bank of America) May 2001 - July 2003
Truebridge Financial Marketing January 2000 - May 2001
Separation Technologies September 1997 - December 1999
Woods Hole Group, Inc. November 1993 - December 1994
EG&G Marine Instruments June 1992 - November 1993
Battelle Ocean Sciences November 1987 - September 1990
Skills
Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Alternative Investments, Investments, Series 7, Strategic Planning, Investment Strategies, Equities, Investment Management, Financial Modeling, Hedge Funds, Mutual Funds, Financial Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Northeastern University
B.S., Engineering
Veronica Popp's Windhaven Investment Management Experience May 2010 - September 2011
Job Asset Management Compliance, Columbia Threadneedle Investments
Industry Law Practice
Experience
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Gaurav Sinha's Windhaven Investment Management Experience February 2012 - February 2014
Job Asset Allocation Strategist at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management November 2014 - Present
American Express May 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Morgan Stanley January 2011 - February 2012
The World Bank May 2009 - December 2010
Columbia University September 2009 - December 2009
Sapient July 2006 - May 2008
Skills
Investment Strategies, Asset Allocation, Equities, Global Macro, Derivatives, ETFs, Fixed Income, Options, Investments, Portfolio Management, Structured Products, Quantitative Analytics, Commodity, Private Equity, Hedging, Securities, Financial Risk
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 2002 — 2006
B. Tech., Engineering
WisdomTree Asset Management November 2014 - Present
American Express May 2014 - November 2014
Windhaven Investment Management February 2012 - February 2014
Morgan Stanley January 2011 - February 2012
The World Bank May 2009 - December 2010
Columbia University September 2009 - December 2009
Sapient July 2006 - May 2008
Skills
Investment Strategies, Asset Allocation, Equities, Global Macro, Derivatives, ETFs, Fixed Income, Options, Investments, Portfolio Management, Structured Products, Quantitative Analytics, Commodity, Private Equity, Hedging, Securities, Financial Risk
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 2002 — 2006
B. Tech., Engineering
Mark Mancini's Windhaven Investment Management Experience June 2014 - September 2015
Job Solutions Consultant at Seismic Software
Industry Investment Management
Experience
Seismic Software October 2015 - Present
Windhaven Investment Management June 2014 - September 2015
Windhaven Investment Management January 2014 - June 2014
Cambridge Associates November 2010 - January 2014
MFS Investment Management March 2010 - November 2010
Bain Capital February 2008 - March 2010
State Street August 2007 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting
Education
Endicott College 2013 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2003 — 2007
Economics & Finance
Seismic Software October 2015 - Present
Windhaven Investment Management June 2014 - September 2015
Windhaven Investment Management January 2014 - June 2014
Cambridge Associates November 2010 - January 2014
MFS Investment Management March 2010 - November 2010
Bain Capital February 2008 - March 2010
State Street August 2007 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting
Education
Endicott College 2013 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2003 — 2007
Economics & Finance
Jon Stuart, CFA's Windhaven Investment Management Experience 2014 - Present
Job Senior Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management 2014 - Present
Windhaven Investment Management 2009 - 2014
UBS Investment Bank 2005 - 2008
MindCom Corporation 1996 - 2003
IBM/Lotus 1995 - 1996
Lotus Development Corporation 1991 - 1995
L.L.Bean 1990 - 1991
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Marietta College 1987 — 1990
BA, Business Management & English
Windhaven Investment Management 2014 - Present
Windhaven Investment Management 2009 - 2014
UBS Investment Bank 2005 - 2008
MindCom Corporation 1996 - 2003
IBM/Lotus 1995 - 1996
Lotus Development Corporation 1991 - 1995
L.L.Bean 1990 - 1991
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Marietta College 1987 — 1990
BA, Business Management & English
Clay Sutton's Windhaven Investment Management Experience October 2011 - Present
Job Technology Owner, Windhaven and ThomasPartners Investment Companies
Industry Computer Software
Experience
ThomasPartners Investment Management December 2012 - Present
Windhaven Investment Management October 2011 - Present
Schwab Performance Technologies August 2010 - October 2011
Schwab Performance Technologies August 2007 - August 2010
Schwab Performance Technologies March 2007 - August 2007
Schwab Performance Technologies November 2001 - February 2007
Skills
Portfolio Management, Financial Services, Product Management, Asset Management, Quality Assurance, Wealth Management, Salesforce.com, Investments, SaaS, Analytics, Business Analysis, Strategic Financial..., XML, Agile Methodologies, Software Development, Visio, Relationship Management, Series 7, Equities
Education
Florida State University 2006 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
ThomasPartners Investment Management December 2012 - Present
Windhaven Investment Management October 2011 - Present
Schwab Performance Technologies August 2010 - October 2011
Schwab Performance Technologies August 2007 - August 2010
Schwab Performance Technologies March 2007 - August 2007
Schwab Performance Technologies November 2001 - February 2007
Skills
Portfolio Management, Financial Services, Product Management, Asset Management, Quality Assurance, Wealth Management, Salesforce.com, Investments, SaaS, Analytics, Business Analysis, Strategic Financial..., XML, Agile Methodologies, Software Development, Visio, Relationship Management, Series 7, Equities
Education
Florida State University 2006 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
David Cabot's Windhaven Investment Management Experience December 2010 - March 2013
Job CoFounder & President of Broadmeadow Capital, LLC
Industry Investment Management
Experience
Broadmeadow Capital LLC October 2014 - Present
Windhaven Investment Management December 2010 - March 2013
Windward Investment Management June 2004 - December 2010
Beacon Global Advisors June 1997 - January 2004
SUN Group Global 1994 - 1997
Compass Investments 1992 - 1994
Marine Investments SA 1988 - 1991
Skills
Investments, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Wealth Management, Risk Management, Valuation, ETFs, Financial Modeling, Series 65
Education
University of Cambridge 1982 — 1984
MA, Social and Political Sciences
Harvard University 1978 — 1982
AB, Political Science and Government
Broadmeadow Capital LLC October 2014 - Present
Windhaven Investment Management December 2010 - March 2013
Windward Investment Management June 2004 - December 2010
Beacon Global Advisors June 1997 - January 2004
SUN Group Global 1994 - 1997
Compass Investments 1992 - 1994
Marine Investments SA 1988 - 1991
Skills
Investments, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Wealth Management, Risk Management, Valuation, ETFs, Financial Modeling, Series 65
Education
University of Cambridge 1982 — 1984
MA, Social and Political Sciences
Harvard University 1978 — 1982
AB, Political Science and Government
Jonathan Loh's Windhaven Investment Management Experience February 2013 - May 2014
Job Associate Application Developer at Arrowstreet Capital
Industry Computer Software
Experience
Arrowstreet Capital June 2015 - Present
Quantopian January 2015 - April 2015
Launch Academy, Inc July 2014 - October 2014
Windhaven Investment Management February 2013 - May 2014
Windhaven Investment Management April 2011 - February 2013
Credit Pilipinas, Inc May 2009 - July 2009
Credit Pilipinas, Inc April 2006 - July 2006
Skills
Ruby on Rails, SQL, HTML, CSS, Java, JavaScript, Asset Allocation, Microsoft Excel, Analysis, Trading, Bloomberg, Account Reconciliation, Investment Management, Investments, Asset Management, ETFs, Trading Strategies, Microsoft Office, Python, C#
Education
Tufts University 2006 — 2010
Bachelor of Arts, Quantitative Economics
Arrowstreet Capital June 2015 - Present
Quantopian January 2015 - April 2015
Launch Academy, Inc July 2014 - October 2014
Windhaven Investment Management February 2013 - May 2014
Windhaven Investment Management April 2011 - February 2013
Credit Pilipinas, Inc May 2009 - July 2009
Credit Pilipinas, Inc April 2006 - July 2006
Skills
Ruby on Rails, SQL, HTML, CSS, Java, JavaScript, Asset Allocation, Microsoft Excel, Analysis, Trading, Bloomberg, Account Reconciliation, Investment Management, Investments, Asset Management, ETFs, Trading Strategies, Microsoft Office, Python, C#
Education
Tufts University 2006 — 2010
Bachelor of Arts, Quantitative Economics
Alex Mazza's Windhaven Investment Management Experience May 2015 - Present
Job Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Windhaven Investment Management May 2015 - Present
SCS Financial February 2011 - May 2015
State Street June 2007 - February 2011
Investors Bank & Trust June 2007 - July 2007
University of Massachusetts Amherst September 2006 - May 2007
Skills
ETFs, Bloomberg, Advent, Asset Allocation, Trading, Best Execution, Microsoft Excel, Due Diligence, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Private Equity, Limited Partnerships, Asset Management, Investments
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Pamela MacNeil's Windhaven Investment Management Experience October 2012 - May 2014
Job Executive Assistant to the CEO at Cambridge Savings Bank
Industry Financial Services
Experience
Cambridge Savings Bank June 2014 - Present
Windhaven Investment Management October 2012 - May 2014
State Street 2003 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Administrative..., Spreadsheets, Office Management, Lotus Notes, Access, Customer Service, Research, Office Administration, Data Entry, Administration, Analysis
Education
Norwich University
Bachelor of Science (B.S.), Education
Cambridge Savings Bank June 2014 - Present
Windhaven Investment Management October 2012 - May 2014
State Street 2003 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Administrative..., Spreadsheets, Office Management, Lotus Notes, Access, Customer Service, Research, Office Administration, Data Entry, Administration, Analysis
Education
Norwich University
Bachelor of Science (B.S.), Education
Brian Locarni's Windhaven Investment Management Experience October 2011 - Present
Job Senior Trader at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management October 2011 - Present
Edwards Angell Palmer & Dodge LLP September 2005 - October 2011
Moors & Cabot July 1997 - September 2005
Skills
Trading Desk, Trading, Moxy, ETFs, Collective Trust Funds, Equities, Mutual Funds, Fixed Income, Bloomberg Terminal, Options, Attribution, Asset Allocation, Derivatives, Investment Management
Education
Northeastern University
Bachelor of Science (BS), Economics
Windhaven Investment Management October 2011 - Present
Edwards Angell Palmer & Dodge LLP September 2005 - October 2011
Moors & Cabot July 1997 - September 2005
Skills
Trading Desk, Trading, Moxy, ETFs, Collective Trust Funds, Equities, Mutual Funds, Fixed Income, Bloomberg Terminal, Options, Attribution, Asset Allocation, Derivatives, Investment Management
Education
Northeastern University
Bachelor of Science (BS), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY