Windrose Advisors

Industry: Company

Description

Founded: 2009 Parent organization: Fireman Capital Partners

Windrose Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Windrose Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Windrose Advisors Salaries. You can even request information on how much does Windrose Advisors pay if you want to. Learn about salaries, pros and cons of working for Windrose Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

21 Windrose Advisors employees in database. Find out everything there's to know about Windrose Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Windrose Advisors Employees

Employee
Years
Job
Industry
Sam Perlow Sam Perlow Greater Boston Area Details
Sam Perlow's Windrose Advisors Experience June 2012 - August 2012
Job Senior Business Analyst at Connance
Industry Hospital & Health Care
Experience
Connance  April 2015 - Present
Connance  November 2014 - April 2015
C&S Wholesale Grocers  July 2013 - November 2014
Windrose Advisors   June 2012 - August 2012
Philadelphia Eagles  July 2011 - August 2011
Salem Five Bank  June 2010 - August 2010

Skills
Due Diligence, Valuation, Finance, Strategy, Economics, Investments

Education
Amherst College   2009 — 2013
Bachelor of Arts (BA), Economics

IES   2012 — 2012
Rome, Italy

Tuck School of Business at Dartmouth   2011 — 2011
Business Bridge Program

Erica Peterson Erica Peterson Houston, Texas Details
Erica Peterson's Windrose Advisors Experience July 2012 - September 2014
Job Visual Merchandising Leader & Educator at lululemon athletica
Industry Retail
Experience
lululemon athletica  June 2015 - Present
lululemon athletica  October 2014 - Present
Paint Nite  October 2012 - September 2014
Windrose Advisors   July 2012 - September 2014
Morgan Stanley Smith Barney  December 2009 - July 2012
Citigroup  September 2008 - December 2009
Deutsche Bank  2007 - 2007
Deutsche Bank  2007 - 2007

Education
Saint Lawrence University   2004 — 2008
Bachelor of Arts (B.A.), Double Major: Economics and English (Concentration: Writing)

The Buffalo Seminary   2000 — 2004
High School

Megan Black Megan Black Arlington, Virginia Details
Megan Black's Windrose Advisors Experience July 2013 - March 2014
Job Staff Accountant at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group  May 2014 - Present
Windrose Advisors   July 2013 - March 2014
Private Asset Management Firm   January 2013 - June 2013
Private Asset Management Firm   July 2012 - December 2012
Swim Atlanta Pool Management, Inc.   March 2011 - September 2011
Swim Atlanta Pool Management, Inc.   March 2011 - September 2011
The Alliance Theater   June 2010 - July 2010

Skills
Microsoft Excel, Microsoft Office, Event Planning, Spanish, Microsoft Word, Social Networking, PowerPoint, Public Speaking, Investments

Education
Northeastern University   2010 — 2014
Bachelor of Science, Business Administration, Accounting, Spanish

The Masters School   2008 — 2010

The Westminster Schools   1997 — 2008

Jennifer Kwan Jennifer Kwan Greater Boston Area Details
Jennifer Kwan's Windrose Advisors Experience October 2013 - Present
Job
Industry Investment Management
Experience
Windrose Advisors   October 2013 - Present
Spinnaker Capital LLC  September 2009 - October 2013
Federal Reserve Bank of Boston  July 2008 - December 2008
Merrill Lynch  July 2007 - December 2007
John Hancock  July 2006 - December 2006

Skills
Financial Analysis, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Equities, Banking, Mutual Funds, Internal Audit, Financial Modeling, Valuation, New Business Development, Trading, Investments, Bloomberg, Alternative Investments, Fixed Income

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (MBA)

Northeastern University   2004 — 2009
Bachelor of Science (BS), Accounting and Finance

Benjamin Daly, CFA, CAIA Benjamin Daly, CFA, CAIA Boston, Massachusetts Details
Benjamin Daly, CFA, CAIA's Windrose Advisors Experience March 2015 - Present
Job Investment Associate at Windrose Advisors
Industry Investment Management
Experience
Windrose Advisors   March 2015 - Present
Wellesley College Investment Office   June 2014 - August 2014
Natixis Global Asset Management  October 2011 - August 2013
NEPC, LLC  March 2009 - October 2011

Skills
Bloomberg, Hedge Funds, Venture Capital, Equities, Equity Research

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2015
MBA

College of the Holy Cross   2004 — 2007
Mathematics, Economics

Deerfield Academy   2000 — 2003

Obinna Nwankwo Obinna Nwankwo Greater Boston Area Details
Obinna Nwankwo's Windrose Advisors Experience October 2012 - Present
Job Vice President at Windrose Advisors
Industry Investment Management
Experience
Windrose Advisors   October 2012 - Present

Education
Boston University   2013 — 2014

Claflin University   2004 — 2007
BS.

Yuan Gao Yuan Gao Waltham, Massachusetts Details
Yuan Gao's Windrose Advisors Experience May 2014 - May 2015
Job Management Associate at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking  July 2015 - Present
Windrose Advisors   May 2014 - May 2015
Bentall Kennedy  January 2014 - May 2014
Zhejiang Province Development and Planning Research Institute   September 2012 - July 2013
Allied Victory Gold & Silver Investment Limited   August 2012 - August 2012
The Parthenon Group  May 2012 - July 2012
Deloitte  December 2011 - February 2012
China Construction Bank  August 2011 - August 2011

Skills
Microsoft Office, Economics, Corporate Finance, Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Strategic Planning, Competitive Analysis, Microsoft Excel, Market Research, Analysis, Research, Valuation, Data Analysis

Education
Brandeis University, Lemberg - International Business School   2013 — 2015
Master’s Degree, Master of Arts in International Economics and Finance, 3.89/4.0; Graduated with distinction

Zhejiang University   2009 — 2013
Bachalor, finance, GPA: 3.87/4.0; GMAT: 770 (global 1%)

University of Alberta   2011 — 2011
Summer session

University of California, Los Angeles   2010 — 2010
Summer session, Finance, General, 4.0

Xuejun High School   2006 — 2009
High School

Natalia Trujillo Natalia Trujillo Boston, Massachusetts Details
Natalia Trujillo's Windrose Advisors Experience December 2009 - Present
Job Assoc. at BV Investment Partners
Industry Financial Services
Experience
BV Investment Partners  November 2013 - Present
Windrose Advisors   December 2009 - Present
Windrose Advisors   November 2009 - September 2013

Skills
Wealth Management, Financial Advisory, Portfolio Management, Investments, Hedge Funds, Asset Management, Equities, Bloomberg, Alternative Investments, Mutual Funds, Series 7, Capital Markets, Asset Allocation, Financial Analysis, Derivatives, Financial Modeling, Risk Management, Financial Services, Microsoft Excel, Private Equity

Education
Columbia University in the City of New York
Finance, General

University of Massachusetts, Amherst
Finance, General

Molly Glassman Molly Glassman Greater Boston Area Details
Molly Glassman's Windrose Advisors Experience October 2013 - May 2015
Job Associate at Fireman Capital Partners
Industry Venture Capital & Private Equity
Experience
Fireman Capital Partners  June 2015 - Present
Windrose Advisors   October 2013 - May 2015
Kennedy Compound   June 2013 - October 2013
Oyster Harbors Club  June 2008 - July 2013

Education
Mount Ida College   2010 — 2013
Bachelor of Business Administration (BBA), Hospitality Administration/Management

Cameron Frank Cameron Frank Boston, Massachusetts Details
Cameron Frank's Windrose Advisors Experience May 2015 - Present
Job Student at Northeastern University
Industry
Experience
Windrose Advisors   May 2015 - Present
GE Aviation  January 2014 - July 2014
Wells Fargo  June 2010 - August 2010

Education
Northeastern University   2012 — 2017

Carl R. Lotin Carl R. Lotin Greater Boston Area Details
Carl R. Lotin's Windrose Advisors Experience May 2014 - May 2015
Job
Industry Investment Management
Experience
Artisan Partners  July 2015 - Present
Windrose Advisors   May 2014 - May 2015
Bentley Investment Group  October 2012 - 2015
Loop Capital Markets  June 2013 - August 2013
Eaton Vance  June 2012 - August 2012
Nike  June 2010 - August 2012
Entrepreneur  January 2008 - August 2012
Procter & Gamble  April 2012 - April 2012

Education
Bentley University
Economics-Finance

John D. O'Bryant School of Math and Science   2005 — 2011
H.S. Diploma

Angela Giuffrida Angela Giuffrida Boston, Massachusetts Details
Angela Giuffrida's Windrose Advisors Experience December 2011 - January 2014
Job Head of Market Surveillance, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street  December 2014 - Present
State Street  January 2014 - December 2014
Windrose Advisors   December 2011 - January 2014
Marsh  April 2011 - August 2011
Neon Liberty Capital Management  July 2009 - January 2010
Andiamo Partners  June 2008 - August 2008
Andin International  May 2008 - August 2008

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Salesforce Administrator, Salesforce Training, WordPress, Reporting & Analysis, Financial Modeling

Education
Northeastern University   2007 — 2012
Bachelor of Science Degree, International Business; Finance & Insurance

Università Cattolica del Sacro Cuore   2010 — 2011

Ashley Blum Ashley Blum Boston, Massachusetts Details
Ashley Blum's Windrose Advisors Experience June 2010 - May 2013
Job Associate
Industry Investment Management
Experience
Wellington Management  July 2013 - Present
Windrose Advisors   June 2010 - May 2013

Skills
Zephyr Style Advisor, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Data Analysis, Research, Financial Reporting, Accounting, Hedge Funds, Business Strategy, Microsoft Office, Project Management, Marketing, Mutual Funds, Marketing Strategy, Editing

Education
Colby College   2007 — 2010
Bachelor of Arts (BA), Mathematics

Wesleyan University   2006 — 2007

buckingham browne and nichols

Ken Polay Ken Polay Greater Boston Area Details
Ken Polay's Windrose Advisors Experience November 2009 - Present
Job Director
Industry Financial Services
Experience
Windrose Advisors   November 2009 - Present
Rinet Company, LLC  2005 - 2009
Summit Partners  1999 - 2004
The Duchesneau Group, Inc.   1992 - 1999

Education
University of Michigan - Stephen M. Ross School of Business   1984 — 1988

William Heitin William Heitin Greater Boston Area Details
William Heitin's Windrose Advisors Experience August 2009 - Present
Job Partner & Chief Investment Officer at Windrose Advisors
Industry Investment Management
Experience
Windrose Advisors   August 2009 - Present
Fitchburg State University  October 2011 - Present
First Commons Bank   2008 - Present
Town of Sharon  2003 - Present
Fireman Capital Partners LLC   April 2009 - December 2010
Garnet Street Partners LLC   June 2008 - December 2009
MIT Investment Management Company  December 2000 - May 2008
PricewaterhouseCoopers  December 1991 - December 2000
Coopers and Lybrand  1991 - 2000

Skills
Asset Managment, Mergers, Due Diligence, Financial Analysis, Start-ups, Investments, Private Equity, Strategic Planning, Portfolio Management, Accounting, Venture Capital, Financial Reporting, Budgets, Business Strategy, Hedge Funds, Financial Modeling, Risk Management, Asset Protection, Fiduciary Management

Education
Suffolk University - Sawyer Business School   1990 — 1991
MBA, Accounting

Fitchburg State University   1986 — 1990
BS, Accounting

Sharon High School   1982 — 1986
Diploma

Amanda Gallagher Amanda Gallagher Greater Boston Area Details
Amanda Gallagher's Windrose Advisors Experience August 2014 - Present
Job Associate at Windrose Advisors
Industry Financial Services
Experience
Windrose Advisors   August 2014 - Present
Bracebridge Capital, LLC  July 2010 - August 2014
Bracebridge Capital, LLC  May 2009 - July 2010
Bracebridge Capital, LLC  June 2008 - May 2009
Dana-Farber Cancer Institute  2008 - 2008
Wellington  2006 - 2007
John Hancock  2005 - 2006

Education
Northeastern University   2004 — 2009
B.S., Finance, Management

Ken Cooperman Ken Cooperman Greater Boston Area Details
Ken Cooperman's Windrose Advisors Experience March 2011 - Present
Job Director at Windrose Advisors
Industry Financial Services
Experience
Windrose Advisors   March 2011 - Present
Advisory Consulting Services   March 2009 - December 2010
Athena Capital Advisors  October 2002 - February 2009
Thinking Investments, Inc.   January 2001 - February 2002
JPMorgan Chase  September 1999 - December 2000
SunGard Financial Systems  August 1998 - September 1999
The D. E. Shaw Group   1996 - 1998
Morgan Stanley  January 1995 - February 1996
Adviser Investments  1993 - 1995
Fidelity Investments  1986 - 1993

Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients

Education
Northeastern University - Graduate School of Business Administration   2011 — 2012
Master of Business Administration (M.B.A.), Finance

Providence College
B.S., Business Management

Lindsay Egan Lindsay Egan Greater Boston Area Details
Lindsay Egan's Windrose Advisors Experience August 2011 - December 2014
Job Executive Assistant at STAG Industrial, Inc.
Industry Financial Services
Experience
STAG Industrial, Inc.   January 2015 - Present
Windrose Advisors   August 2011 - December 2014
J.McLaughlin  January 2011 - August 2011
Cynthia Rowley  June 2009 - August 2010
EF Education  October 2007 - August 2008

Skills
Management, Leadership, Social Media, PowerPoint, Event Planning, Social Networking, Marketing, Research, Microsoft Office, Event Management, Nonprofits

Education
Rollins College   2003 — 2007
BA, Art History

Kathleen Monks, CFA Kathleen Monks, CFA Greater Boston Area Details
Kathleen Monks, CFA's Windrose Advisors Experience November 2009 - October 2013
Job Senior Vice President, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust  October 2013 - Present
Windrose Advisors   November 2009 - October 2013
RINET Company, LLC  June 2003 - November 2009
Deloitte & Touche  1997 - 2003

Skills
Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Portfolio Management

Education
Syracuse University   1995 — 1997
Masters, Accounting

Syracuse University   1991 — 1995
Bachelors, Finance

Paul Pomerantz Paul Pomerantz Greater Boston Area Details
Paul Pomerantz's Windrose Advisors Experience 2009 - Present
Job Director at Windrose Advisors
Industry Financial Services
Experience
Windrose Advisors   2009 - Present
Saunders Family Office   1993 - 2009
Gray, Gray & Gray   1985 - 1993

Education
Northeastern University   1980 — 1985
BS, Accounting

Similar Companies