Windward Investment Management
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Windward Investment Management Employees
Employee
Years
Job
Industry
Ross Revenaugh Ross Revenaugh's Windward Investment Management Experience May 2008 - November 2010
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
Ari Rodenstein Ari Rodenstein's Windward Investment Management Experience June 2007 - July 2007
Job MBA Candidate at Chicago Booth School of Business
Industry Online Media
Experience
LivingSocial March 2015 - May 2015
LivingSocial June 2014 - March 2015
LivingSocial July 2013 - June 2014
LivingSocial March 2012 - July 2013
LivingSocial February 2011 - March 2012
CSC June 2009 - January 2011
Bentley Publishers June 2008 - August 2008
Windward Investment Management June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Analytics, Financial Reporting, Microsoft Excel, SAP BW, Analysis, Finance, Corporate Finance, Managerial Finance, Data Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Saint Louis University - Madrid Campus 2008 — 2008
Study Abroad, Finance
LivingSocial March 2015 - May 2015
LivingSocial June 2014 - March 2015
LivingSocial July 2013 - June 2014
LivingSocial March 2012 - July 2013
LivingSocial February 2011 - March 2012
CSC June 2009 - January 2011
Bentley Publishers June 2008 - August 2008
Windward Investment Management June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Analytics, Financial Reporting, Microsoft Excel, SAP BW, Analysis, Finance, Corporate Finance, Managerial Finance, Data Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Saint Louis University - Madrid Campus 2008 — 2008
Study Abroad, Finance
Diana Gallo's Windward Investment Management Experience August 2008 - May 2010
Job Executive Assistant at Avid Technology
Industry Investment Management
Experience
Avid Technology March 2013 - Present
Viking Skating Club September 2006 - Present
Levant Power Corporation April 2012 - March 2013
Progenika May 2010 - March 2012
Windward Investment Management August 2008 - May 2010
Mom Central, Inc. May 2007 - August 2008
Skills
Microsoft Office, Negotiation, Product Development, PowerPoint, Relationship Management, Salesforce.com, Windows, Team Building, Start-ups, Marketing
Education
Bridgewater State College 2002 — 2007
BA, English
Avid Technology March 2013 - Present
Viking Skating Club September 2006 - Present
Levant Power Corporation April 2012 - March 2013
Progenika May 2010 - March 2012
Windward Investment Management August 2008 - May 2010
Mom Central, Inc. May 2007 - August 2008
Skills
Microsoft Office, Negotiation, Product Development, PowerPoint, Relationship Management, Salesforce.com, Windows, Team Building, Start-ups, Marketing
Education
Bridgewater State College 2002 — 2007
BA, English
Susan Farris, CFA Susan Farris, CFA's Windward Investment Management Experience September 2007 - November 2010
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
Jodi Detch Jodi Detch's Windward Investment Management Experience June 2008 - November 2010
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
Eric Biegeleisen, CFA's Windward Investment Management Experience July 2007 - November 2010
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
Connor Bair-Cucchiaro's Windward Investment Management Experience June 2009 - August 2009
Job
Industry
Experience
Bay Cove Human Services (Early Intervention) June 2014 - August 2014
Massachusetts Institute of Technology (MIT) 2012 - 2013
City Year August 2010 - May 2011
Windward Investment Management June 2009 - August 2009
Pleon Yacht Club June 2008 - August 2008
Skills
Writing, Research, Leadership, Psychology, Critical Thinking, Microsoft Excel, Statistics, Editing, Microsoft Office, Analysis, SPSS
Education
Bates College 2009 — 2015
Bachelor of Arts (BA), Psychology, Minor: History (Focus: East Asia), General Education Concentration: Asian Modernity
Brooks School 2006 — 2009
Graduated Cum Laude
Bay Cove Human Services (Early Intervention) June 2014 - August 2014
Massachusetts Institute of Technology (MIT) 2012 - 2013
City Year August 2010 - May 2011
Windward Investment Management June 2009 - August 2009
Pleon Yacht Club June 2008 - August 2008
Skills
Writing, Research, Leadership, Psychology, Critical Thinking, Microsoft Excel, Statistics, Editing, Microsoft Office, Analysis, SPSS
Education
Bates College 2009 — 2015
Bachelor of Arts (BA), Psychology, Minor: History (Focus: East Asia), General Education Concentration: Asian Modernity
Brooks School 2006 — 2009
Graduated Cum Laude
Jeremy Glenn's Windward Investment Management Experience January 2010 - November 2010
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
Louis Crosier's Windward Investment Management Experience August 2002 - November 2010
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)
John Paul Jagusiak's Windward Investment Management Experience January 2005 - November 2010
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
Caitlyn Jurczak's Windward Investment Management Experience February 2008 - November 2010
Job Senior Manager, Compliance at Windhaven Investment Management, Inc.
Industry Investment Management
Experience
Windhaven Investment Management, Inc. March 2012 - Present
Windhaven Investment Management, Inc. November 2010 - March 2012
Windward Investment Management February 2008 - November 2010
Denham Capital Management LP February 2007 - January 2008
Pine Grove Associates Inc December 2004 - January 2007
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA)
Fairfield University 2000 — 2004
Windhaven Investment Management, Inc. March 2012 - Present
Windhaven Investment Management, Inc. November 2010 - March 2012
Windward Investment Management February 2008 - November 2010
Denham Capital Management LP February 2007 - January 2008
Pine Grove Associates Inc December 2004 - January 2007
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA)
Fairfield University 2000 — 2004
Charles S. Willauer's Windward Investment Management Experience July 2004 - November 2010
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
Stewart Neff's Windward Investment Management Experience January 2009 - Present
Job Vice President at Windward Investment Management
Industry Financial Services
Experience
Windward Investment Management January 2009 - Present
Eastern Yacht Club 1988 - 2009
Royal Bank of Scotland Group June 2004 - October 2007
Fleet Bank June 1982 - April 2004
FleetBoston Financial 2001 - 2004
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Private Equity, Investment Management, Wealth Management, Valuation, Hedge Funds, Derivatives, Investment Strategies, Equity Research, Venture Capital, Mutual Funds, Financial Markets, Financial Services, Investment Advisory, Financial Modeling, Investor Relations, Emerging Markets, Bloomberg, Investment Banking, Structured Finance, Hedging, Securities, Series 7, Series 63, Due Diligence, Mergers & Acquisitions, Corporate Finance, Trading, M&A experience, Financial Risk, Leveraged Finance, Corporate Development, Credit Analysis, Credit Risk, Financial Structuring, Quantitative Analytics, Securities Regulation, Relationship Management
Education
Tufts University 1976 — 1981
Windward Investment Management January 2009 - Present
Eastern Yacht Club 1988 - 2009
Royal Bank of Scotland Group June 2004 - October 2007
Fleet Bank June 1982 - April 2004
FleetBoston Financial 2001 - 2004
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Private Equity, Investment Management, Wealth Management, Valuation, Hedge Funds, Derivatives, Investment Strategies, Equity Research, Venture Capital, Mutual Funds, Financial Markets, Financial Services, Investment Advisory, Financial Modeling, Investor Relations, Emerging Markets, Bloomberg, Investment Banking, Structured Finance, Hedging, Securities, Series 7, Series 63, Due Diligence, Mergers & Acquisitions, Corporate Finance, Trading, M&A experience, Financial Risk, Leveraged Finance, Corporate Development, Credit Analysis, Credit Risk, Financial Structuring, Quantitative Analytics, Securities Regulation, Relationship Management
Education
Tufts University 1976 — 1981
David Cabot's Windward Investment Management Experience June 2004 - December 2010
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