Top Associate Portfolio Managers in Greater New York City Area

Lina-Tzvetelina Botchoukova

Michael Breier

Director of Risk Management

Greater New York City Area

Director of Risk Management

Manager of High Risk Operations

Associate Portfolio Manager

Project Manager

Dowling College, Townsend School of Business

Farmingdale State University of New York

Recommendations: 4

Financial Risk

Credit

Underwriting

Risk Management

Financial Analysis

Customer Service

Risk Assessment

Credit Cards

m****[email protected]

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

BNY Mellon

Intern

Bentley University

Universitat Pompeu Fabra

Recommendations: 1

Portfolio Management

Equities

Bloomberg

Financial Modeling

Wealth Management

Capital Markets

b****[email protected]

Sam Yoon

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

Experienced Associate

Intern

Summer Teller

Intern

Vice President

Villanova University

Recommendations: 1

Securitization

Valuation

Hedge Funds

Finance

Structured Products

Financial Modeling

Structured Finance

Jase Scott

Analyst

Greater New York City Area

Analyst

Associate

Associate Portfolio Manager

Research Analyst

Tulane University - A.B. Freeman School of Business

Louisiana State University

Recommendations: 0

Dave Bhaduri, CFA

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

VP Investments - Financial Advisor

Financial Advisor

Assoc Vice President - Financial Advisor

Registered Client Associate

Columbia Business School

Baruch College

Temple University - Fox School of Business and Management

The Johns Hopkins University

Pomperaug HS

Recommendations: 0

Excel

VBA

Microsoft Office

Word

Matlab

C++

Visual C#

Microsoft SQL Server

d****[email protected]

Adam CAIA

Director

Greater New York City Area

Director

Vice President

Investment Banking Associate

Investment Banking Summer Associate

Associate Portfolio Manager

Equity Specialist - Analytics

Intern

Columbia Business School

Lehigh University

Recommendations: 0

Bloomberg

Fixed Income

Equities

Portfolio Management

Capital Markets

Asset Managment

Investments

Alternative Investments

a****[email protected]

Kevin CFA

Portfolio Manager

Greater New York City Area

Portfolio Manager

Associate Portfolio Manager

Stetson University

Recommendations: 0

Private Equity

Equity Trading

Equity Sales

Equity Research

Valuation

Equity Valuation

Investments

Portfolio Management

k*****@stetson.edu

Julia Yu

Spring analyst, Sales-trading, Global Emerging Markets

Greater New York City Area

Spring analyst, Sales-trading, Global Emerging Markets

Summer analyst, Foreign Exchange (FX) Strategy

Summer Business Analyst, Southeast Asia Restructuring Group

Winter Economic/Finance Analyst, Securities Group

Global Macro Portfolio Manager

Global Macro & Risk

Associate Portfolio Manager

Massachusetts Institute of Technology

University of Cambridge

Recommendations: 0

Frederick Gomez, CFP®

Financial Consultant

Greater New York City Area

Financial Consultant

Investment Representative

President

Financial Advisor

Team Leader

Senior Mortgage/ABS CDO Specialist

Associate Portfolio Manager

Intern

Rutgers, The State University of New Jersey-New Brunswick

Recommendations: 0

f****[email protected]

Anshul Kamra

Vice President

Greater New York City Area

Vice President

Associate Portfolio Manager

Indian Institute of Technology, Kharagpur

Recommendations: 0

VBA

Matlab

Quantitative Finance

Bloomberg

Derivatives

Equities

k****[email protected]

John Rudge

Partner

Greater New York City Area

Partner

Investment Banking Associate

Investment Banking Analyst

Associate Portfolio Manager

Dartmouth College - The Tuck School of Business at Dartmouth

Middlebury College

Horace Greeley High School

Recommendations: 0

David Bernfeld

Sector Head

Greater New York City Area

Sector Head

Associate Portfolio Manager

Analyst

Board Member

Analyst

Columbia Business School

Haverford College

Recommendations: 0

Private Equity

Valuation

Mergers & Acquisitions

Mutual Funds

Equities

Financial Modeling

Hedge Funds

Capital Markets

d****[email protected]

Kaitlyn McCabe

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

Investment Analyst

Analyst

Summer Analyst

Summer Intern

University of Notre Dame

Carl Sandburg High School

Recommendations: 0

Investments

Capital Markets

Investment Banking

Valuation

Alternative Investments

Private Equity

Fixed Income

Investment Strategies

k****[email protected]

Chris Kwan

Gold Fund - Associate Portfolio Manager

Greater New York City Area

Gold Fund - Associate Portfolio Manager

Equity Sales - Global Mining

Managing Director, Global Mining Sales

McGill University

University of Toronto

Recommendations: 0

Mining

Gold

Equities

Bloomberg

Capital Markets

Equity Research

Hedge Funds

Valuation

Connor CFA

Co-Founder

Greater New York City Area

Co-Founder

Associate Portfolio Manager

Equity Research Analyst

Columbia University - Columbia Business School

Harvard University

Recommendations: 0

Entrepreneurship

Business Strategy

Financial Analysis

Start-ups

Team Leadership

Fashion

Chartered Financial Analyst

Mutual Funds

Charles "Chuck" Charles "Chuck" de Lardemelle

David R.

Analyst

Greater New York City Area

Analyst

Research Intern

Associate Portfolio Manager

Senior Analyst

Partner

Investment Analyst

Analyst

Summer Analyst

Stanford University

Pacific Union College

Recommendations: 0

Private Equity

Venture Capital

Hedge Funds

Market Entry

Recapitalizations

Equities

Emerging Markets

Financial Modeling

d****[email protected]

Ed Zhu

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

Portfolio Manager

Stanford University

University of Oxford

Recommendations: 0

e****[email protected]

Portfolio Manager, Founding Partner

Greater New York City Area

Portfolio Manager, Founding Partner

Associate Portfolio Manager - First Eagle Funds

Director of Research - First Eagle Funds

Securities Analyst - First Eagle Funds

Securities Analyst - SoGen Funds

EDHEC Business School

Sainte Croix de Neuilly

Recommendations: 0

Marissa Minichetti

Pharmaceutical Sales Rep

Greater New York City Area

Pharmaceutical Sales Rep

Associate Territory Manager/ Pharma Sales Rep

Associate Portfolio Manager- Team Leader

Finance Intern

Mental Health Worker

Pace University - Lubin School of Business

Recommendations: 0

Portfolio Management

Leadership

Management

Sales Operations

Analysis

Finance

Sales

Program Management

m****[email protected]

Elaine Qin

Professional Financial Analyst

Greater New York City Area

Professional Financial Analyst

MBA Finance Intern- Global Homecare F&A

Associate Portfolio Manager

Investment Intern

Cornell University - Johnson Graduate School of Management

Penn State University

Recommendations: 0

Financial Modeling

Hyperion

Portfolio Management

Finance

x*****@cornell.edu

e****[email protected]

Stacy Groll, CFA

Investment Banking Associate, Consumer Retail Group

Greater New York City Area

Investment Banking Associate, Consumer Retail Group

Equity Research Associate - Managed Care

Associate Portfolio Manager

Legal Assistant

Dartmouth College - The Tuck School of Business at Dartmouth

Colgate University

Recommendations: 0

Stephen Davis, CFA

CEO

Greater New York City Area

CEO

Associate Portfolio Manager

Principal

Sell Side Equity Analyst

Chief Financial Officer

Portfolio Manager/Equity Analyst

Strategic Management Services Associate

University at Albany, SUNY

Merchant Taylors, UK

Recommendations: 0

Commodity

Equity Research

Energy

Portfolio Management

Financial Modeling

Strategy

Equities

Valuation

s*****@nyc.rr.com

Rob Dezego

Client Finance Director

Greater New York City Area

Client Finance Director

Senior Telecom Equity Research Analyst

Vice President, Research Analyst

Senior Associate Portfolio Manager

New York University - Leonard N. Stern School of Business

Tufts University

Recommendations: 0

Mergers & Acquisitions

Equities

Capital Markets

Asset Management

Hedge Funds

Financial Modeling

Equity Research

Valuation

r****[email protected]

Joel Simkins

Managing Director- Head of Gaming, Lodging, & Leisure Investment Banking

Greater New York City Area

Managing Director- Head of Gaming, Lodging, & Leisure Investment Banking

Director- Senior Gaming, Lodging, & Leisure Analyst

Managing Director Senior Gaming & Leisure Analyst

Senior Vice President- Senior Gaming & Leisure Analyst

Senior Analyst & Associate Portfolio Manager

Associate Analyst

Hofstra University

Niskayuna High School

Recommendations: 0

Financial Analysis

Gaming Industry

Lodging

Ski Industry

Theme Parks

Investment Banking

Special Situations Investing

Fixed Income

Matthew Egge

Buy Side Equity Trader

Greater New York City Area

Buy Side Equity Trader

Associate Portfolio Manager

Commingled Funds Administrator

Investment Banking Intern

Binghamton University - School of Management

Siena College

Recommendations: 0

Hedge Funds

Mutual Funds

Banking

Asset Allocation

Portfolio Management

Fixed Income

Equity Trading

Equities

m****[email protected]

Ira Gorsky

Event Driven Strategist

Greater New York City Area

Event Driven Strategist

Associate Portfolio Manager / Senior Research Analyst

Trader & Analyst

Business Manager Equity Derivatives & Structured Products

Business Manager Equity Derivatives

State University of New York at Albany

Recommendations: 0

i****[email protected]

Coleman Younger

Junior Associate Portfolio Manager

Greater New York City Area

Junior Associate Portfolio Manager

Business Development Associate

Field Organizer

Student Employee

Intern

Caller

Boston College

American University of Kuwait

Glen Ridge High School

Recommendations: 0

Social Media

Public Speaking

Research

Nonprofits

Fundraising

Political Science

Microsoft Office

Political Campaigns

Stacy CFA

Equity Research Associate - Managed Care

Greater New York City Area

Equity Research Associate - Managed Care

Legal Assistant

Director

Investment Banking Vice President, Consumer Retail and Healthcare Group

Associate Portfolio Manager

Dartmouth College - The Tuck School of Business at Dartmouth

Colgate University

Recommendations: 0

Ardavan Mobasheri

Adjunct Professor of Economics & Finance

Greater New York City Area

Adjunct Professor of Economics & Finance

Senior Managing Director- Chief Economist and Head of AIG Global Economics

Managing Director & Senior Economist

Partner

Trader/Analyst

Associate Portfolio Manager

City University of New York Graduate Center

Queens College

Polytechnic University

Lehigh University

Rostam Abadian School

Recommendations: 0

Economics

Econometrics

Macroeconomics

Quantitative Analytics

Financial Modeling

Portfolio Management

Emerging Markets

Fixed Income

a****[email protected]

Christopher Kalata

Associate Portfolio Manager

Greater New York City Area

Associate Portfolio Manager

Summer Analyst - Global Client Management Investment Management Group

Research Analyst - Corporate Trust Intelligence Unit

Summer Reseach Analyst - Corporate Trust Strategy

Wealth Management Intern

Bentley University

Royal Holloway, University of London

Recommendations: 0

Investments

Microsoft Excel

Equity Research

Bloomberg Terminal

Financial Modeling

Fixed Income

Bloomberg

Equities