Top Chief Investment Officers in Greater New York City Area
Peter Auerbach
Founder and CEO
Greater New York City Area
Founder and CEO
Adjunct Professor
Chief Investment Officer
Director - Real Estate Acquisitions
Managing Director - Acquisitions
Lehigh University - College of Business and Economics
Recommendations: 30
Due Diligence
Valuation
Asset Managment
Financial Modeling
Investments
Asset Management
Real Estate
Real Estate Transactions
p****[email protected]
Colan McGeehan
Advisor
Greater New York City Area
Advisor
General Manager, Health + Wellness Group, Corporate Strategy
Chief Investment Officer
Council Member
SVP, Head of BD, Partnerships & Revenue
Private Equity Consultant
SVP of BD & Partnerships
DeSales University
DeSales University
DeSales University
Recommendations: 15
s****[email protected]
Steve Markoff CMA, CPA, CGMA, MBA
Instructional Specialist - Managerial & Cost Accounting
Greater New York City Area
Instructional Specialist - Managerial & Cost Accounting
Education Management Consultant, SME (Subject Matter Expert) and Speaker
Chief Investment Officer
CMA Examination Grader and Item Writer
Proprietor
Adjunct Professor of Accounting
Staff accountant and Senior Accountant
University of Rochester - William E. Simon Graduate School of Business Administration
Lehigh University - College of Business and Economics
Teaneck High School
Recommendations: 13
Accounting
Analysis
Training
Public Speaking
Cost Accounting
Teamwork
Leadership
Time Management
m****[email protected]
Alfredo Jollon, CFA
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Guest Lecturer: Global Investing
Portfolio Manager
Vice President & Portfolio Manager
Principal & Senior Research Analyst
Senior Research Analyst
Research Analyst
Columbia University in the City of New York
University of Oxford
Phillips Academy
Green Vale School
Escola Graduada de São Paulo (Graded School)
Recommendations: 12
European equity investing
Japanese equity investing
Non-Japan Asian equity investing
Emerging markets equity investing
Long/short equity investing
Long-only equity investing
All-capitalization equity investing
Generalist (non-sector-specific) equity investing
a****[email protected]
Richard C. Kang
Member, Country Classification Indexing Committee (Index Provider)
Greater New York City Area
Member, Country Classification Indexing Committee (Index Provider)
Member of Editorial Board (Indexing/ETF Industry Journal)
Co-Founder & Chief Investment Officer (ETF Issuer/Manager)
Adjunct Professor (Portfolio Management Course)
Chief Investment Officer (Index Provider)
Blogger (Blog focused on ETFs and Indexing)
Co-Founder, President and Chief Investment Officer (ETF Strategist Firm)
Chief Investment Officer (Contract, Fund of Hedge Funds)
Executive VP, Chief Investment Officer
Vice President, Portfolio Manager (Hedge Fund)
Research Analyst (Hedge Fund)
University of Waterloo
Recommendations: 12
Hedge Funds
Equities
Alternative Investments
ETFs
Emerging Markets
Portfolio Management
Financial Markets
Investments
k****[email protected]
Mark Grein
President and CEO
Greater New York City Area
President and CEO
CEO and Senior Advisor
Managing Partner and Chief Investment Officer
Executive Director
Regional Sales Director
Case Western Reserve University - Weatherhead School of Management
Oberlin College
Recommendations: 9
m****[email protected]
Caglar Somek
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Portfolio Manager of Caravel Fund International
Vice President- Investment Analyst
Investment Research Analyst, Commodities and Industrials
Vice President - Equity Research Analyst, Global Basic Materials
Financial Analyst
Brandeis International Business School
Université Paris Dauphine
Lycee Saint Joseph Istanbul, Turkey
Recommendations: 8
Equity Research
Valuation
Portfolio Management
Investments
Emerging Markets
Frontier Markets
French
Turkish
c****[email protected]
c****[email protected]
Daniel J. Barach
Founder and Chief Investment Officer
Greater New York City Area
Founder and Chief Investment Officer
Consultant
Founder and Manager of the General Partner
Portfolio Manager
Harvard Business School
Trinity College-Hartford
Tel Aviv University
Recommendations: 6
Hedge Funds
Investments
Portfolio Management
Private Equity
Equities
Investment Strategies
Emerging Markets
Management
d****[email protected]
Phil Elam, FSA, MAAA
Head of Actuarial Model Risk Management, Enterprise Risk Management
Greater New York City Area
Head of Actuarial Model Risk Management, Enterprise Risk Management
Chief Investment Officer, General Account Investment Management
Business Development & Market Analysis Leader
Fixed Annuity Business Leader
Annuity & Corporate-Wide Asset/Liability Management Head
Corporate Actuary
Annuity Actuary
Vice President, Annuity Financial Management
Investment Actuary
Recommendations: 5
Investments
Multi-Manager...
Liability-Driven...
Investment Management
Strategic Asset...
Asset Manager Selection
Fixed Income
Alternative Investments
p****[email protected]
Sean Crawford
Partner
Greater New York City Area
Partner
Lecturer
Chief Investment Officer
New York University
New York University
Recommendations: 4
s****[email protected]
Igor Tsukerman
Managing Partner and Portfolio Manager
Greater New York City Area
Managing Partner and Portfolio Manager
President & Chief Investment Officer
Rates Quantitative Analyst
Head Of Emerging Markets Quantitative Development
Head of Prop Trading Technology, US Equities and Convertibles Relative Value
Director of Technology
Director of Web Development
VP, Trading Systems Technical Lead
Trading Systems Developer
Web Developer
Software Developer
Financial Systems Analyst
The Polytechnic Institute of New York University
Cornell University
Edward R. Murrow HS
Recommendations: 4
Fixed Income
Options
Trading Systems
Trading
Portfolio Management
Bonds
Capital Markets
ETFs
Joe Yiu
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Advisory Board Member
Chief Investment Officer of ECMR
Managing Director
Associate Editor
The Wharton School
University of Pennsylvania
Northern Valley @ Demarest
Recommendations: 4
Mezzanine
Real Estate Finance
Debt
Dispositions
Structuring
preferred equity
Mortgage Lending
Private Equity
j*****@jaystreetcapital.com
j****[email protected]
Mitchell Dong
Managing Director
Greater New York City Area
Managing Director
Managing Director
Chief Investment Officer
President
President
Harvard University
Harvard Business School
Bergenfield High School
Recommendations: 3
Cleantech
Renewable Energy
Start-ups
Alternative Energy
Energy Policy
Sustainable Energy
Energy
Electricity Markets
m****[email protected]
m****[email protected]
Arnie Berman
Director of Research and Chief Operating Officer
Greater New York City Area
Director of Research and Chief Operating Officer
Portfolio Strategist and Chief Operating Officer
Chief Technology Strategist and TMT Research Coordinator
Global Capital Markets Strategist and Chief Technology Strategist
Chief Technology Strategist and Chief Investment Officer
Vice President, Institutional Sales
Vice President, Institutional Sales
Institutional Salesman
Brown University
Recommendations: 3
Information Technology Strategy
Investment Management
Portfolio Risk Management
Equity Research
Financial Modeling
TMT Research Coordinator
Marketing
Regulatory Compliance
a****[email protected]
Richard Foster
Managing Director
Greater New York City Area
Managing Director
Managing Director
President, Chairman, & CEO
Managing Director & Chief Investment Officer
President
Former Co-founder
President
Managing Director
Boston University
Stevens Institute of Technology
Hofstra University
Recommendations: 3
Real Estate
New Business Development
Strategic Planning
Entrepreneurship
Contract Negotiation
Marketing Strategy
Start-ups
Public Speaking
Michael Winters
EVP and Chief Investment Officer
Greater New York City Area
EVP and Chief Investment Officer
LIU Post
Syracuse University
Recommendations: 2
Real Estate
Shopping Centers
Due Diligence
Real Estate Economics
Disposition
Investment Properties
Leases
Finance
m****[email protected]
Jonathan Ludwig
Portfolio Manager
Greater New York City Area
Portfolio Manager
Director, Quantitative Trading
Managing Director
Principal
Trader
Sales Trader/Quantitative Analyst - QuantEx Group
Sales Trader/Quantitative Analyst, Product Manager - Global Portfolio Trading
Algorithmic Investment Manager
Chief Investment Officer
Technology Analyst
Lehigh University
Recommendations: 2
Quantitative Finance...
Statistical Arbitrage
Trading
High Frequency Trading
Arbitrage
Technical Analysis
Portfolio Management
Market Neutral
j****[email protected]
Kristina Curanovic
Executive Assistant to President; Chief Investment Officer
Greater New York City Area
Executive Assistant to President; Chief Investment Officer
Recommendations: 2
k****[email protected]
arnim holzer
Managing Director and Founder
Greater New York City Area
Managing Director and Founder
Portfolio Manager
Board Member
Chief Investment Officer
Macro Strategist and Risk manager
Director- Asset Allocation Portfolio Manager and Strategist
Senior Vice President- International Mutual Funds Group strategist
Managing Director, Marketing & Client Service
Director of Marketing & Client Service
Vice President, Cash Management Group
Assistant Vice President
Trust Officer
Fordham University
Princeton University
St. George's School
Recommendations: 2
Equities
Portfolio Management
Asset Allocation
Asset Management
Investment Strategies
Investments
Fixed Income
Global Macro
a****[email protected]
Larry Link
President / Principal Broker
Greater New York City Area
President / Principal Broker
Principal / Chief Investment Officer
Analyst
Real Estate Investment Banker
President / Partner
Indiana University Bloomington
Recommendations: 2
Photography
Start-ups
Money Management
Real Estate
Residential
Negotiation
Communication
Deal Maker
Ajay Shroff
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Regional Board Member
Head of Risk & Strategy
Engagement Manager
Harvard Business School
Princeton University
T.S. Wootton High School
Recommendations: 2
Strategy
Mergers & Acquisitions
Portfolio Management
Investments
Trading
Finance
Hedge Funds
Private Equity
Adam Shlachter
Senior Partner, Group Director
Greater New York City Area
Senior Partner, Group Director
Chief Client Officer
Head of Media Activation, North America
Co-Founder
Chief Investment Officer
Managing Partner, Digital Investment
Senior Partner, Digital Practice Lead
President, Global Innovation, PMX
SVP, Media
CMO, Advertising & Creative Services
President, VM1
Sr. Media Supervisor
Director, Brand Distribution Services - Westin Hotels & Resorts
Managing Director, Digital US
Zicklin School of Business - Baruch College (CUNY)
State University of New York at Buffalo
Recommendations: 2
Digital Strategy
Account Management
Marketing Management
Media Buying
Media Planning
Mobile Marketing
Integrated Marketing
Digital Media
Dustin Godevais
Marcus.com Data and Analytics Platform Engineer
Greater New York City Area
Marcus.com Data and Analytics Platform Engineer
Client Technology Solutions Analyst
Chief Investment Officer
Financial Management Scholar - Risk Division
Marketing & Insights Intern
Business Analyst Intern
New York University
Pomona College
St. Stephen's Episcopal School
Recommendations: 1
Stata
Java
Microsoft Access 2010
Visual Basic
French
Mandarin
SQL
HTML
d****[email protected]
d****[email protected]
Renato Grandmont
Managing Director & Chief Investment Officer, Citi Wealth Management Latin America
Greater New York City Area
Managing Director & Chief Investment Officer, Citi Wealth Management Latin America
Chief Investment Officer, Citi Private Bank Latin America
Head, New York Investment Center for CPB International
Global Chief Investment Officer - Interim, Citi Private Bank
Managing Director, Portfolio Manager
Head, Global Corporate Governance Research and Strategy Group
Chief Latin America Strategist
Investment Strategist
Economist
Harvard Business School
Université de Montréal
Concordia University
Colegio Sao Luis, Sao Paulo
Recommendations: 1
Portfolio Management
Investments
Strategy
Wealth Management
Emerging Markets
Spanish
Portuguese
Equities
r****[email protected]
Yag Patel
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Principal
Associate, Investment Banking
Chief Investment Officer/Portfolio Manager
Associate, Healthcare Group Investment Banking
Analyst
Associate, Merchant Banking
Partner
VP Corporate Development
University of Pennsylvania
Wharton School of the University of Pennsylvania
Princeton High School
Recommendations: 1
Private Equity
Venture Capital
Emerging Markets
Investments
Strategic Partnerships
Mergers & Acquisitions
Securities
Investment Banking
y****[email protected]
Jay Lown
President and Chief Investment Officer
Greater New York City Area
President and Chief Investment Officer
Executive Vice President
Partner
Portfolio Manager
MD
Fellow - Mortgage Banking Specialist
MD
VP
Associate
Collection Manager
D'Amore-McKim School of Business at Northeastern University
Lehigh University - College of Business and Economics
Christian Brothers Academy
Recommendations: 1
Capital Markets
Securitization
Fixed Income
MBS
Structured Finance
Hedge Funds
Asset Managment
ABS
l*****@comcast.net
Nicholas Pastushan
Chief Investment Officer / Chief Credit Officer
Greater New York City Area
Chief Investment Officer / Chief Credit Officer
VP- Portfolio and Director of Industry Research
Rochester Institute of Technology
Recommendations: 1
Security Analysis
Portfolio Management
Corporate Finance
Securities
Credit
Risk Management
Structured Finance
Investments
n****[email protected]
Edward Strafaci
Grand Canyon University-Colangelo School of Business
Greater New York City Area
Grand Canyon University-Colangelo School of Business
Principal
Bridge Professor of Practice - College of Business Administration.
Professor~School of Arts and Sciences
Adjunct Professor - Economics Department
Professor - School of Business
Contributor ~ "The Thoughtful Arbitrageur"
Executive
Co-Founder, Chairman and Chief Executive Officer
Parish Council Member
Chairman
Executive Vice President, Managing Director and Chief Investment Officer
Board Member
Partner
Trader
Saint John's University
Saint John's University
Xaverian H.S.
Saint Bernadette R.C.School
Recommendations: 1
Portfolio Management
Security Analysis
Risk Arbitrage
Arbitrage
Convertible Bonds
Options Strategies
Fixed Income Trading
Regression
Kenneth Nehlsen
Treasurer- Futures division
Greater New York City Area
Treasurer- Futures division
Chief Investment Officer and Treasurer
Chief Investment Officer and Treasurer Continue..
Chief Investment Officer
Proprietary Trader
Chief Financial Officer and Treasurer
Supervisor
Manager
University of Chicago, Graduate School of Business
Northern Illinois University
Recommendations: 1
Derivatives
Equities
Securities
Capital Markets
Fixed Income
Investments
Portfolio Management
FX Options
k****[email protected]
Charlotte Bashforth
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
VP, Head of Global Corporate Finance
COO & CFO
Global Senior Director, Head of North American Business Risk
Global Director of Business Development North America and Latin America
White Spirits Finance Director, Schieffelin & Somerset Co. (A Diageo Joint-Venture)
Pricing Consultant, Schieffelin & Somerset Co. (A Diageo Joint-Venture)
Investment Banker, Mergers & Acquisitions
Senior Business Analyst
Financial Analyst
Columbia University - Columbia Business School
Cornell University
St Marks
Recommendations: 1
Strategic Partnerships
Business Strategy
Mergers
Acquisitions
Acquisition Integration
Financial Modeling
Corporate Finance
Strategic Financial Planning
c****[email protected]
Scott Murphy
Member, Board of Directors
Greater New York City Area
Member, Board of Directors
Member, Board of Directors
Member, Board of Directors
Member, Board of Directors
Member
Member, Board of Directors
Managing Director and Chief Investment Officer
Member, Board of Directors
Board Member
Member, Board of Director
Harvard
Hickman High School
Hickman High School
Recommendations: 1
Venture Capital
Investments
Entrepreneurship
Strategic Planning
Strategic Partnerships
Start-ups
Corporate Development
Business Development
Catherine Wood
Managing Director
Greater New York City Area
Managing Director
Assistant Economist
Chief Investment Officer
University of Southern California
Recommendations: 0
Management
Portfolio Management
Equities
Asset Management
Investments
Hedge Funds
Alternative Investments
Mutual Funds
c****[email protected]
a*****@ark-invest.com
Gil Mendez
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Portfolio Manager
Head Trader & Partner
Associate
Columbia University in the City of New York
Willamette University
Recommendations: 0
Risk Management
Strategic Planning
Trading
Market Analysis
Financial Advisory
Entrepreneurship
Portfolio Management
Macroeconomics
g****[email protected]
Tyler Jenks
President and CIO
Greater New York City Area
President and CIO
Chief Investment Officer
Recommendations: 0
Investments
Mutual Funds
Capital Markets
Investment Strategies
Infrastructure
Financial Advisory
Trading
Financial Markets
d****[email protected]
t****[email protected]
Ashvin Chhabra
President
Greater New York City Area
President
Chief Investment Officer, Head of Investment Management & Guidance, Merrill Lynch Wealth Management
Chief Investment Officer
Managing Director, Wealth Management
Head of Quantitative Research
Yale University
The University of Georgia
St. Stephen's College, Delhi
Recommendations: 0
Equities
Asset Allocation
Alternative Investments
Investment Management
Hedge Funds
Quantitative Analytics
Fixed Income
Wealth Management
a****[email protected]
John Hathaway
Senior Managing Director
Greater New York City Area
Senior Managing Director
Chief Investment Officer
Partner
Equity Analyst
Harvard University
University of Virginia Darden School of Business
Recommendations: 0
j*****@tocqueville.com
Mark Kopinski
Investment Analyst
Greater New York City Area
Investment Analyst
Chief Investment Officer - Global & Non-US Equities
SVP & Senior Portfolio Manager
VP & Investment Analyst
Masters Program in Urban Planning, expected 2021
Private Investor
VP & Portfolio Manager
VP & Portfolio Manager
NYU School of Professional Studies
University of Illinois
Middlebury College
Recommendations: 0
English
Photoshop
Public Speaking
Investment Strategies
Microsoft Excel
Equities
Investments
Portfolio Management
m****[email protected]
Edward Leventhal
Private Investor
Greater New York City Area
Private Investor
Founder & Chief Investment Officer
Managing Director
NYU Stern School of Business
The Wharton School
Recommendations: 0
e****[email protected]
s****[email protected]
Tariq Fancy
Principal
Greater New York City Area
Principal
Senior Investment Professional
Intern
Investment Banking Analyst
Board Member, Chief Restructuring Officer
Chief Investment Officer, Sustainable Investing
Founder & CEO
Brown University
University of Oxford
INSEAD
Recommendations: 0
Private Equity
Financial Modeling
Valuation
Investment Banking
Emerging Markets
Hedge Funds
Turnaround Experience
Distressed Debt
t****[email protected]
Andy Giglia
Executive Director
Greater New York City Area
Executive Director
Head of Risk Trading, Gas & Power
Director, Head of Physical Natural Gas Market Risk
Principal, Chief Investment Officer
Senior Vice President
President MxEnergy Services, Inc. and VP of Business Development
Managing Director, East Natural Gas
Vice President, North East Basis Trader
Vice President
Assistant Vice President
Associate
Hobart and William Smith Colleges
Recommendations: 0
Commodity Markets
Hedging
Commodity
Portfolio Optimization
Derivatives
Asset Allocation
Trading
Strategy
a****[email protected]
Alexander Veytsman
Chief Investment Officer & Portfolio Manager
Greater New York City Area
Chief Investment Officer & Portfolio Manager
Senior Equity Analyst
Equity Analyst
Portfolio Manager / Equity Analyst
Investment Banking
Yale School of Management
Harvard University
Recommendations: 0
v****[email protected]
Art DeGaetano
Founder & Chief Investment Officer
Greater New York City Area
Founder & Chief Investment Officer
Senior Portfolio Manager
Managing Director / US Credit
Senior Managing Director / High Yield
Colgate University
Don Bosco Prep
Recommendations: 0
Investments
Mutual Funds
Asset Allocation
Strategy
Analysis
Credit
Hedge Funds
Alternative Investments
a*****@bramshillinvestments.com
Brian Nold
Founding Partner and Chief Investment Officer
Greater New York City Area
Founding Partner and Chief Investment Officer
Managing Director, Senior Portfolio Manager
Associate, High Yield Research
University of Virginia School of Medicine
University of Virginia
Recommendations: 0
Trading
Equities
Credit
Hedge Funds
Fixed Income
Portfolio Management
b****[email protected]
b****[email protected]
Suzi Cohen
Managing Director
Greater New York City Area
Managing Director
Vice President
Chief Investment Officer
Principal
Brown University
Stanford University Graduate School of Business
Recommendations: 0
s****[email protected]
Tawan Davis
Chief Executive Officer
Greater New York City Area
Chief Executive Officer
Chief Investment Officer & President of Peebles Capital Partners
Adjunct Professor of Finance, Shack Institute of Real Estate
Vice President of Real Estate Transactions
Real Estate Private Equity Investor & Asset Manager
Harvard Business School
Oxford University
Georgetown University
Recommendations: 0
Private Equity
Investments
Corporate Finance
Real Estate Development
Real Estate Private Equity
Business Valuation
Valuation
Asset Managment
t****[email protected]
Paolo Torti
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Managing Director
Exec Director
Director
AVP
University of Pennsylvania - The Wharton School
Dartmouth College
Recommendations: 0
p****[email protected]
Clifford Friedman
Managing Director and Member of Management Committee
Greater New York City Area
Managing Director and Member of Management Committee
Founder and Chief Investment Officer
Operating Partner
General Partner, Founder, Managing Partner
Senior Vice President
Adelphi University
NYU Polytechnic University
NYU Polytechnic University
Recommendations: 0
Private Equity
Asset Management
Hedge Funds
Equities
Mergers & Acquisitions
Venture Capital
Valuation
Investments
p****[email protected]
John Nitti
Executive Vice President
Greater New York City Area
Executive Vice President
Media Director
Account Executive -Teen People
Chief Investment Officer - Worldwide ZenithOptimedia
President, Activation
Chief Investment Officer - Zenith
Wagner College
Recommendations: 0
Media Buying
Media Planning
Interactive Marketing
Digital Strategy
Integrated Marketing
Digital Media
Digital Marketing
Mobile Marketing
j****[email protected]
Neil Shahrestani, MD
Chief Investment Officer, Co-Founder
Greater New York City Area
Chief Investment Officer, Co-Founder
Recommendations: 0
Investment Banking
Valuation
LBO
Financial Modeling
Bloomberg
Equity Research
Hedge Funds
Private Equity
n****[email protected]
Len Potter
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Chairman Of The Board
Director
Managing Director & Co-Head - Private Equity
Director
President and Chief Investment Officer
Director
Director
Non Executive Director
Director
Fordham University School of Law
Brandeis University
Recommendations: 0
Private Equity
Investments
Venture Capital
Due Diligence
Valuation
Mergers & Acquisitions
Financial Modeling
Hedge Funds
l*****@lenpotter.com
l****[email protected]
Tim Donohue
Vice President
Greater New York City Area
Vice President
Chief Investment Officer
Chief Investment Officer
Oil Trader
General Manager
Project Engineer
Recommendations: 0
Peter Sotoloff
Managing Director & Head of Originations
Greater New York City Area
Managing Director & Head of Originations
Associate
Chief Investment Officer & Managing Partner
Partner & Head of Acquisitions
Analyst
University of Pennsylvania - The Wharton School
Recommendations: 0
Principal Investing
CMBS
Special Situations
Mezzanine
High Yield
LBO
CDO
Investment Banking
p****[email protected]
Avy Hirshman
Managing Partner and Chief Investment Officer
Greater New York City Area
Managing Partner and Chief Investment Officer
Northeastern University
Recommendations: 0
Portfolio Management
Emerging Markets
Asset Management
Asset Allocation
Hedge Funds
Investments
Equities
Fixed Income
a****[email protected]
a****[email protected]
Neil Abraham
Chief Investment Officer, EVP
Greater New York City Area
Chief Investment Officer, EVP
Associate Principal
Portfolio Manager
Senior Research Analyst
Vice President
University of Chicago
Stanford University
Recommendations: 0
n****[email protected]
Edward McBride
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Head Trader and co-manager, Global Arbitrage & Trading Division
University of Pennsylvania - The Wharton School
Delran High School
Recommendations: 0
Capital Markets
Fixed Income
Equities
Derivatives
Trading Systems
Hedge Funds
Electronic Trading
Structured Products
e****[email protected]
Ryan Sheftel
Director, Portfolio Manager
Greater New York City Area
Director, Portfolio Manager
Principal & Chief Investment Officer
Partner
Vice President, Mortgage Option Trader
Global Head of Rates Quantitative Automated Trading
Analyst, Mortgage Trading
University of Pennsylvania
Recommendations: 0
Electronic Trading
Fixed Income
Trading Systems
Derivatives
Hedge Funds
Bloomberg
FX Options
Market Making
r****[email protected]
r*****@sheftel.net
George Bitar
Managing Partner
Greater New York City Area
Managing Partner
Co-Head
Chief Investment Officer
Head of North America, Global Private Equity
Director, High Yield and Restructuring group
Assistant Vice President
Columbia Business School
Boston University
Recommendations: 0
g****[email protected]
Donna LoCascio
Managing Director
Greater New York City Area
Managing Director
Chief Investment Officer
Senior Vice President
Senior Vice President, Municipal Research
Senior Vice President, Municipal Research
Vice President, Municipal Research
Assistant Vice President, Municipal Research
Assistant Vice President
Recommendations: 0
Municipalities
Investments
Fixed Income
Bonds
Capital Markets
Investment Banking
Securities
Series 7
d****[email protected]
Cynthia Hargadon
Partner and Senior Consultant
Greater New York City Area
Partner and Senior Consultant
Managing Director, Head of Consulting
Director of Investments
President
Sr. Vice President, Chief Investment Officer
The George Washington University - School of Business
University of Virginia
Recommendations: 0
Investments
Investment Advisory
Endowments
Asset Managment
Investment Policy Development
Mutual Funds
Leadership
Asset Allocation
c****[email protected]
Clark Cheng
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Head of Alternative Investment Research, Managing Director
Senior Analyst
Senior Analyst
Analyst
Duke University - The Fuqua School of Business
University of California, Los Angeles
California State University-Los Angeles
Recommendations: 0
Hedge Funds
Capital Markets
Alternative Investments
Portfolio Management
Valuation
Private Equity
Financial Modeling
Investments
c****[email protected]
Peter Hort
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Attorney
Administrative Law Judge
Board of Directors
Candidate
Fordham University School of Law
The George Washington University
Recommendations: 0
Venture Capital
Due Diligence
Commercial Litigation
Corporate Law
Investments
Estate Planning
Legal Research
Asset Management
p****[email protected]
Richard Gardiner
Head of Arbitrage & Credit
Greater New York City Area
Head of Arbitrage & Credit
Chief Investment Officer
Convertible Bonds
Convertible Bonds
Senior Advisor
Chief Investment Officer
Chief Investment Officer
Harvard Business School
Yale University
Recommendations: 0
D Shuman
Managing Partner
Greater New York City Area
Managing Partner
Investment Advisor and Trustee
Investment Advisor and Trustee
Chief Investment Officer
Director of Investments
Yale University - Yale School of Management
Bowdoin College
Recommendations: 0
d****[email protected]
Daniel Arbess
Partner, Founder/CIO Xerion Hedge Funds
Greater New York City Area
Partner, Founder/CIO Xerion Hedge Funds
Associate, Partner, Global Head Privatization practice group
Principal
Founder/CEO/Chief Investment Officer
Corporate Advisory Board
Finance Committee
CEO
Board Member
Founder, CIO
Harvard Law School
York University - Osgoode Hall Law School
Recommendations: 0
Investments
Mergers
Financial Analysis
Corporate Finance
Finance
Due Diligence
Portfolio Management
Private Equity
d****[email protected]
Michael Danov
President & Chief Investment Officer
Greater New York City Area
President & Chief Investment Officer
Senior Vice President
Vice President
Analyst
City University of New York-College of Staten Island
Recommendations: 0
Mining
Investment Banking
Capital Markets
Investor Relations
Equities
Investments
IPO
Project Finance
m****[email protected]
Fady Rizk
Managing Director - Chief Investment Officer
Greater New York City Area
Managing Director - Chief Investment Officer
Partner
Founder & President
Managing Director - Head of International Sales (Equities & Fixed Income)
Chairman of the Board
Founding Partner
Founder and Portfolio Manager
Syracuse University - Martin J. Whitman School of Management
Recommendations: 0
Alternative Investments
Hedge Funds
Equities
Fixed Income
Derivatives
Options
Asset Managment
Capital Markets
f****[email protected]
f*****@norfolkmkts.com
Nazar Alobaidat
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Director - FX Risk Management
Manager - Capital Markets Group
VP - Derivative Solutions Group - Investment Banking Division
Managing Director, Chief Investment Officer - AIG Property Casualty US, Canada and Bermuda
Vice President - Asset Management Group
University of Florida
University of Florida
Recommendations: 0
Financial Risk
Risk Management
FX Options
Derivatives
Financial Analysis
Enterprise Risk Management
ALM
Investment Banking
n****[email protected]
n****[email protected]
XJ Teo
Associate
Greater New York City Area
Associate
Investment Grade Credit Trader
Chief Investment Officer, Whipkey Large-cap Fund
Summer Analyst: Sales and Trading
Finance Lab Intern
Summer Analyst: International equities sales desk
Co-Founder
Summer Analyst: Management Consulting
Summer Analyst: Alt Channels & E-Banking
Villanova University
Kolej Universiti HELP
Recommendations: 0
Bloomberg
Excel
VBA
Financial Modeling
Financial Analysis
Microsoft Excel
SPSS
Research
t****[email protected]
Scott Balkan
Co-Founder and Chief Investment Officer
Greater New York City Area
Co-Founder and Chief Investment Officer
Portfolio Manager - Head of Credit
-
Managing Director
Vice President
Partner
Princeton University
Recommendations: 0
r****[email protected]
Zhuo Yang
Research Analyst
Greater New York City Area
Research Analyst
Investment Research Associate
Partner, Chief Investment Officer
Partner, Portfolio Manage
High Frequency Trader
Harvard University
Harvard College
Recommendations: 0
Python
Java
C#
C++
Ocaml
SQL
Matlab
R
z****[email protected]
Adam Geiger
President
Greater New York City Area
President
Chief Investment Officer
Vice President
Registered Representative
University at Albany, SUNY
The Johns Hopkins University
Recommendations: 0
Asset Allocation
Asset Management
Portfolio Management
Investments
Due Diligence
Trading
Hedge Funds
Fixed Income
a****[email protected]
Jeanmarie Grisi
Chief Investment Officer, Pension Investments
Greater New York City Area
Chief Investment Officer, Pension Investments
Treasurer
US CIO
Director, LAMCO
St. John's University, The Peter J. Tobin College of Business
Recommendations: 0
g*****@alcatel-lucent.com
j****[email protected]
Jonathan Goldberg
Vice President
Greater New York City Area
Vice President
Chief Investment Officer
Managing Director
Columbia University in the City of New York
Fulbright Scholarship
University of Cambridge
Recommendations: 0
Non-profits
Communication
Finance
Business Planning
Program Evaluation
Fundraising
Interior Design
Community Outreach
j****[email protected]
j*****@columbia.edu
Jim Hedden
Chief Investment Officer/ Chief Development Officer
Greater New York City Area
Chief Investment Officer/ Chief Development Officer
Ramapo College of New Jersey
Recommendations: 0
Real Estate Economics
Asset Managment
Real Estate Financing
Portfolio Management
Underwriting
Brokerage
CMBS
Real Estate
j****[email protected]
Paul Shepherd
State Sales Director
Greater New York City Area
State Sales Director
Country Manager for Australia
Managing Director, Accuenmedia ANZ
Chief Investment Officer & President of Platforms
Global VP, Platforms & Capabilities
National Performance Manager
MD-APAC & India
Account Director
President, Programmatic
Recommendations: 0
Sales
Advertising
Yahoo Search Marketing
SEO
Mobile Devices
Digital Strategy
Display Advertising
Affiliate Marketing
p****[email protected]
Alexis Summit
Valuation Analyst
Greater New York City Area
Valuation Analyst
Associate
Chief Investment Officer
Managing Director
Summer Analyst
Intern
Member
Intern
Campus Liason
Tutor
Intern
Intern
Fordham University
St. Paul's
Recommendations: 0
Excel
Microsoft Office
PowerPoint
Word
Outlook
Customer Service
Access
Administration
s****[email protected]
Lorraine CFA
Investment Committee Member
Greater New York City Area
Investment Committee Member
Trustee
Chief Investment Officer
New York University - Leonard N. Stern School of Business
University of Chicago
Recommendations: 0
l****[email protected]
Arnold Shapiro
MD, Chief Investment Officer
Greater New York City Area
MD, Chief Investment Officer
Recommendations: 0
a****[email protected]
Paul Vittone
Managing Director, Head of Private Equity Investments
Greater New York City Area
Managing Director, Head of Private Equity Investments
Chief Investment Officer
Attorney
Carnegie Mellon University - Tepper School of Business
University of Pittsburgh School of Law
The Wharton School
Recommendations: 0
Venture Capital
Private Equity
Investments
Wealth Management
Growth Capital
Buyouts
Alternative Investments
Due Diligence
p****[email protected]
Roger Sayler
Managing Director/ COO
Greater New York City Area
Managing Director/ COO
Managing Director
Chief Investment Officer
Investment Committee
Trustee and Chair of Investment Committee
Dartmouth College
University of Chicago
Recommendations: 0
Asset Managment
Alternative Investments
Investment Management
Valuation
Asset Allocation
Fixed Income
Mutual Funds
Asset Management
r****[email protected]
Jason Klein
SVP & Chief Investment Officer
Greater New York City Area
SVP & Chief Investment Officer
Chief Investment Officer
The Wharton School
University of Pennsylvania Law School
Wesleyan University
Recommendations: 0
Alternative Investments
Investments
Asset Management
Hedge Funds
Equities
Private Equity
Portfolio Management
Due Diligence
j*****@alumni.upenn.edu
Thomas McLaughlin
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Corporate Development
Global Wealth Management
Investment Banking Analyst (Lev Fin)
Investment Banking Summer Analyst (Lev Fin)
Chief Executive Officer
Restructuring & Turnarounds
Lehigh University - College of Business and Economics
Recommendations: 0
t****[email protected]
John Liang
President
Greater New York City Area
President
Managing Director; Head of U.S.
Senior Director, Real Estate
Chief Investment Officer, Principal
Senior Asset Manager
University of Pennsylvania - The Wharton School
University of Arkansas at Fayetteville
Recommendations: 0
Real Estate Development
Real Estate Investment
Real Estate Finance
Asset Management
Real Estate
Real Estate Transactions
Capital Markets
Investment Properties
Clinton Stevenson
Director
Greater New York City Area
Director
Investment Director
Chief Investment Officer
Manager
Financial Analyst
Stanford University Graduate School of Business
Stanford University Doctoral Program in Economics
Coe College
Recommendations: 0
Non-profits
Investments
Philanthropy
Grants
Equities
Organizational Development
Private Equity
Portfolio Management
c****[email protected]
Suzanne Brenner
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Recommendations: 0
Alternative Investments
Investment Management
Asset Managment
Equities
Investments
Portfolio Management
Due Diligence
Bloomberg
s****[email protected]
Brendan Ahern
Sales Associate
Greater New York City Area
Sales Associate
Director
Chief Investment Officer
Sales Associate
University of San Francisco
College of the Holy Cross
Golden Gate University
Recommendations: 0
ETFs
Hedge Funds
Mutual Funds
Equities
Alternative Investments
Series 7
Investment Strategies
Fixed Income
b****[email protected]
b****[email protected]
Allerton (Tony) Smith
Senior Director, Capital Markets Research Group - Global Financials
Greater New York City Area
Senior Director, Capital Markets Research Group - Global Financials
Board of Directors and Chief Investment Officer
Managing Director and Director of High Grade Corporate Bond Research
Managing Director & Director of High Grade Corporate Bond Research
Managing Director, Director of High Grade Corporate Bond Research
Senior Bank Analyst - for US and Global Banks
Senior Banking Sector Analyst
Fordham University - Graduate School of Business Administration
Kenyon College
South Kent School
Recommendations: 0
Fixed Income Securities Analysis
Bank Analysis
Insurance Company Analysis
Non-Bank Financial Company Analysis
Capital Markets
Fixed Income Research
Bonds
Hedge Funds
a****[email protected]
L. CFA
Senior Advisor and Board Member
Greater New York City Area
Senior Advisor and Board Member
Chief Investment Officer, ERISA Plans, Prudential Insurance Company (Retired)
Managing Director
AVP, Asset Allocation
Captain
The University of Chicago Booth School of Business
The Johns Hopkins University
Recommendations: 0
l****[email protected]
Zarina Kosinovsky
Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation
Greater New York City Area
Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation
Director of Investments I Senior Investment Strategist
Insitutional Investment Consultant
Director of Retirement Plan Investments | Chief Investment Officer
Management Level Investment Analyst
Associate, Investment Banking / Structured Products
THE UNIVERSITY OF CHICAGO - BOOTH SCHOOL OF BUSINESS
INSEAD
UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN
Recommendations: 0
CIO
Portfolio Management
Asset Management
Investment Management
Investments
Investment Research
Investment Manager...
Manager Due Diligence
z****[email protected]
Mauro Antognelli, CFA
SVP - Senior Investment Strategist
Greater New York City Area
SVP - Senior Investment Strategist
Chief Investment Officer - Eagle Strategies LLC
Director - Portfolio Manager
Senior Portfolio Manager - Global Asset Allocation
VP/Senior Consultant
The University of Chicago - Booth School of Business
The University of Texas at Austin
The University of Texas at Austin
Recommendations: 0
Investment Strategies
Alternative Investments
Fixed Income
Wealth Management
Mutual Funds
Asset Allocation
Private Banking
ETFs
m****[email protected]
Lou Rossi
CEO
Greater New York City Area
CEO
Media
Chief Commercial Officer
EVP, Executive Group Director
Director, Media and Sponsorships
VP, Group Account Director
President
AMD
Chief Investment Officer
State University of New York College at Oneonta
Recommendations: 0
Media Planning
Integrated Marketing
Digital Strategy
Digital Media
Online Advertising
Advertising
Analytics
E-commerce
l****[email protected]
Kelsey Deshler
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Global Head of Manager Research
Research Head and Portfolio Manager, Asset Management
Investment Analyst, Absolute Return Strategies
Hedge Fund Research Analyst
University of Minnesota
New York University - Leonard N. Stern School of Business
Recommendations: 0
Alternative Investments
Hedge Funds
Asset Managment
Valuation
Investment Management
Bloomberg
Asset Allocation
Asset Management
k****[email protected]
Ronny Apfel
Managing Director, Global Equity Derivatives
Greater New York City Area
Managing Director, Global Equity Derivatives
CFO and COO
Chief Financial Officer
Chief Investment Officer
Partner
New York University
Recommendations: 0
Leadership
Management
Strategic Planning
Hospitality
Investments
Equity Derivatives
Investment Properties
Project Management
r*****@thalheim.com
r*****@verticality.com
Armel Romeo Kouassi, FRM
Member of the Board
Greater New York City Area
Member of the Board
Asset Liability Director & Mortgages Strategist
VP Fixed Income/Mortgage Portfolio Mgnt/ ALM Strategy
Founding Partner - Chief Investment Officer
Co-Founder & Partner
Associate Exotic Trading
Portfolio/Credit Risk Manager
Financial Auditor
Senior Risk Management Consultant
Quantitative Analyst
University of Pennsylvania - The Wharton School
ESCP Europe
ENSEA Advanced School of Statistics and Economy
NYU Shack Institute of Real Estate
Recommendations: 0
Financial Modeling
Valuation
Investment Banking
Corporate Finance
Derivatives
Fixed Income
Equities
Private Equity
a****[email protected]
Eileen Aptman
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Recommendations: 0
e****[email protected]
Christian Martin
Founder + Chief Investment Officer
Greater New York City Area
Founder + Chief Investment Officer
Executive Director
Chairman & CEO
Managing Director
Principal
The Catholic University of America
Recommendations: 0
Swaps
Electronic Trading
Derivatives
Technical Analysis
Credit Derivatives
Trading
Interest Rate Swaps
Equity Derivatives
c****[email protected]
Gregg Seibert
Vice President - Investment Banking
Greater New York City Area
Vice President - Investment Banking
Vice President
Senior Vice President
Executive Vice President, Chief Investment Officer
Chief Operating Officer & Co-Founder
Senior Vice President
University of Missouri-Columbia
University of Missouri-Columbia
Recommendations: 0
g****[email protected]
John III
JAForlines Family Office
Greater New York City Area
JAForlines Family Office
Chief Investment Officer
Professor-Executive in Residence, Department of Economics
Founder, Chairman & Chief Investment Officer
Duke University School of Law
Duke University
Recommendations: 0
Private Equity
Investments
Portfolio Management
Tactical Asset...
Asset Management
Funding
Investment Management
Finance
a****[email protected]
j****[email protected]
Viju Joseph
Chief Risk Officer
Greater New York City Area
Chief Risk Officer
Macro Proprietary Trader, Executive Director
Derivatives Consultant
Chief Risk Officer
Head of Global Equity Risk, Capital, Funding & Balance Sheet, Institutional Equity Division
Advisor & Board Member
CEO
President & Chief Investment Officer
Board of Trustees, Investment Committee Member
University of Maryland
Indian Institute of Technology, Bombay
Recommendations: 0
Derivatives
Alternative Investments
Financial Risk
Equities
Hedge Funds
Capital Markets
Asset Management
Investments
v****[email protected]
Jiangtao Du
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
SVP, Senior Portfolio Manager
Head, MBS Business
Senior Portfolio Manager
Senior Strategist
Analyst, Prepayment Modeler, Portfolio Manager
Harvard University
University of Science and Technology of China
Recommendations: 0
Fixed Income
Trading
Options
Credit Derivatives
Structured Products
Interest Rate Derivatives
Hedge Funds
Capital Markets
j****[email protected]
