Top Chief Investment Officers in Greater Philadelphia Area
James CAIA
Summer Associate
Greater Philadelphia Area
Summer Associate
Financial Engineer
Executive Director
Co-Chief Investment Officer
Industry Specialist
Principal
Chief Investment Officer
Chief Investment Officer
Director of Research
Partner and Director of Research
Associate
Analyst
Yale School of Management
University of Pennsylvania
The Wharton School
Recommendations: 9
Portfolio Management
Hedge Funds
R
C#
Fixed Income
Microsoft SQL Server
Equities
Derivatives
Carl Kruelle
Executive Vice President
Greater Philadelphia Area
Executive Vice President
Chief Investment Officer
Chief Lending Officer/Chief Credit Officer
University of Delaware
University of Wisconsin-Madison
Recommendations: 4
Real Estate Private Equity
Private Equity
Hotels
Mergers & Acquisitions
Capital Markets
Financial Analysis
Valuation
Commercial Real Estate
c****[email protected]
Bill Luterman
Commissioner
Greater Philadelphia Area
Commissioner
Forbes Family Trust
LGL Partners
Chief Investment Officer
University of Vermont
William Penn Charter School
Recommendations: 3
w*****@lglpartners.com
Mike Kane
Director, Philosophy of Finance Project
Greater Philadelphia Area
Director, Philosophy of Finance Project
Senior Associate, Program for Research on Religion and Urban Civil Society
President
Chief Investment Officer
Lecturer
Adjunct Professor
Board Member
Instructor
Board Member
Board Member
Member Board Of Trustees
Board Member and Vice-President
Georgetown University
Boston College
Recommendations: 3
Venture Capital
Private Investments
Family Office
Portfolio Management
Private Equity
Start-ups
Emerging Markets
Angel Investing
m*****@fairbridgepartners.com
m*****@kestrelinv.com
m*****@kestrelasset.com
David L. Moore Jr. CFA
Director of Investments
Greater Philadelphia Area
Director of Investments
Insurance Investment Consultant
VP Treasurer & Chief Investment Officer
Director of Investment Management
VP Asset-Liability Mgmt
Loyola University Maryland
Washington and Lee University
Garden City High School, NY
Recommendations: 3
Fixed Income
Hedge Funds
Equities
Investments
Portfolio Management
Asset Allocation
Derivatives
Funding
m****[email protected]
Jonathan Heckscher
Chief Investment Officer and Director of Fixed Income
Greater Philadelphia Area
Chief Investment Officer and Director of Fixed Income
Director of Institutional Strategy
Director of Fixed Income
Rollins College
University of Warwick
Recommendations: 2
Asset Management
Fixed Income
Investment Banking
Portfolio Management
Wealth Management
j****[email protected]
Andre Boreas
CEO
Greater Philadelphia Area
CEO
Director of Product Marketing-Alternative Investments
Consultant
Chief Investment Officer
Senior Portfolio Manager
Senior Managing Consultant / Director of Research
Director of Product Operations
Associate
Drexel University
Villanova University
Recommendations: 2
Asset Allocation
Portfolio Management
Hedge Funds
Private Equity
Product Management
Marketing
Investor Relations
Alternative Investments
a****[email protected]
Scott Renninger
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Director - Finance and Operations
Chief Investment Officer
Treasurer & CFO
President & CIO
The Wharton School
University of Delaware
Recommendations: 2
Investments
Investment Management
Asset Allocation
Asset Management
Finance
Mutual Funds
Asset Managment
Investment Strategies
s****[email protected]
s****[email protected]
Stephen Gibson
Founder/Chairman
Greater Philadelphia Area
Founder/Chairman
President
Executive V.P. Financial Services Products
EVP
Manager Financial Services Marketing
Vice-President and Chairman of Investment Committee
Director Asset Management Practice
CEO
Founding Partner
Managing Director
Chief Investment Officer
Duke University - The Fuqua School of Business
Recommendations: 2
Mutual Funds
Investment Management
Institutional Investors
Fixed Annuities
Structured Products
Distribution Strategies
Variable Annuities
Investments
s****[email protected]
David Kovacs, CFA
Chief Investment Officer, Quantitative Strategies
Greater Philadelphia Area
Chief Investment Officer, Quantitative Strategies
Director of Quantitative Research
University of Notre Dame - Mendoza College of Business
University of Notre Dame
Recommendations: 0
Asset Management
Portfolio Management
Investments
Financial Modeling
Hedge Funds
Equities
Derivatives
Economics
t****[email protected]
Joshua Gross
CEO / Principal
Greater Philadelphia Area
CEO / Principal
Principal / Chief Investment Officer
VP - Sales
Radioman
Penn State University
Rutgers, The State University of New Jersey-New Brunswick
Westtown School
Recommendations: 0
Alternative Investments
Investments
j****[email protected]
Charles King
Managing Director
Greater Philadelphia Area
Managing Director
Managing Director
Portfolio Manager and Registered Representative
Managing Director - Chief Investment Officer
Senior Vice President
Managing Director
Managing Director - Chief Investment Officer
Villanova University
CFA Institute
Wittenberg University
Recommendations: 0
Investments
Portfolio Management
Asset Management
Alternative Investments
Asset Allocation
Investment Advisory
Hedge Funds
Investment Strategies
c*****@lmicglobal.com
c****[email protected]
Tony Roth
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer, Private Wealth Management
Head, Wealth Management Strategies
Head, PWM Consulting and Portfolio Advisory Groups
Harvard Law School
University of Paris I: Panthéon-Sorbonne
Brown University
Recommendations: 0
t****[email protected]
Peter Monaghan
Owner
Greater Philadelphia Area
Owner
Chief Investment Officer
University of Pennsylvania
Recommendations: 0
Real Estate Investment
Real Estate Development
Real Estate
Residential Homes
Investment Properties
Mergers & Acquisitions
Corporate Real Estate
Commercial Real Estate
p****[email protected]
Christopher McDonough
Deputy Director
Greater Philadelphia Area
Deputy Director
Director/Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Co-Chief Investment Officer
La Salle University
Recommendations: 0
c****[email protected]
Vern Meyer
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Vice President & Managing Director
Senior Vice President and Chief Invetment Advisor Wealth Management
Rensselaer Polytechnic Institute at Hartford
Trinity College-Hartford
Recommendations: 0
Retirement
Series 7
Mutual Funds
401k
Series 63
v****[email protected]
Daniel Bernstein
President & Chief Investment Officer
Greater Philadelphia Area
President & Chief Investment Officer
University of Pennsylvania
Recommendations: 0
Leases
Apartments
Investment Properties
Marketing
Property Management
Real Estate
Real Estate Development
Real Estate Economics
d****[email protected]
Ellen Cooper
Chief Risk Officer
Greater Philadelphia Area
Chief Risk Officer
Head of Global Insurance Strategy, Managing Director
Actuarial Student
Consulting Actuary
Principal
Chief Investment Officer, Executive Vice President
Temple University
Recommendations: 0
e****[email protected]
Rick Pitcairn
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Managing Director/Investment Strategy
Client Portfolio Manager
Chief Investment Officer
Rice University
University of Houston, C.T. Bauer College of Business
Deerfield Academy
Recommendations: 0
Asset Allocation
Alternative Investments
Wealth Management
Investment Advisory
Investment Strategies
Asset Managment
Hedge Funds
Investments
r****[email protected]
Joseph Manheim
Managing Director
Greater Philadelphia Area
Managing Director
President
Head of Principal Trading
Managing Owner
Summer Analyst
Internship
Chief Investment Officer
Portfolio Manager
Portfolio Manager
Analyst, Trader
St. John's College
hopewell valley
Recommendations: 0
Hedge Funds
Derivatives
Alternative Investments
Fixed Income
Capital Markets
High Yield
Credit
Trading
j****[email protected]
Thom Melcher
Senior Vice President and Chief Investment Officer
Greater Philadelphia Area
Senior Vice President and Chief Investment Officer
Director, Investment Advisory Company
Credit Analyst
Managing Director, Director of Family Wealth
Executive Vice President and Chief Investment Officer, Client Development
Executive Vice President and Managing Executive
Investment Officer
Miami University
Recommendations: 0
Strategic Financial Planning
Wealth Management
Asset Allocation
Banking
Portfolio Management
Asset Management
Mutual Funds
Asset Managment
t****[email protected]
Robert Levin
CEO
Greater Philadelphia Area
CEO
Chief Operating Officer
Managing Director & Founder
CEO
Chief Executive Officer & Founder
Chief Executive Officer & Founder
Managing Partner, Clarke Insurance
Chief Investment Officer
Director of Corporate Planning
President & Co-Founder
Harvard Business School
Recommendations: 0
Start-ups
Product Development
Strategic Partnerships
Management
Marketing
Investment Management
Investments
Business Strategy
r****[email protected]
Chip Norton
Managing Director - Fixed Income
Greater Philadelphia Area
Managing Director - Fixed Income
Mgd Dir
Chief Investment Officer
Director - Personal Wealth
Managing Director - Fixed Income Strategies
University of Vermont
University of Vermont
Recommendations: 0
c*****@wasmerschroeder.com
Douglas Veasey
Managing Partner
Greater Philadelphia Area
Managing Partner
Chief Investment Officer
Senior Vice President-Capital Markets
Vice President
Senior Vice President-Office, Industrial
Washington & Lee University
Recommendations: 0
Investment Properties
Real Estate Economics
Asset Managment
Real Estate
Real Estate Development
Disposition
Commercial Real Estate
Asset Management
d****[email protected]
Matt Sigel
Co Managing Member
Greater Philadelphia Area
Co Managing Member
Co Managing Partner
Co Managing Partner
Managing Partner
Chief Investment Officer
Penn State University
University of Delaware
Ridgefield Highe School - CT
Recommendations: 0
Investments
Disposition
Real Estate Transactions
Real Estate Economics
Commercial Real Estate
Real Estate Development
Asset Management
Property Management
m****[email protected]
Steven Mula, CFA
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
Director, Corporate Outreach
Director, Account Management Group
Vice President
Senior Research Analyst
Vice President, Portfolio Manager
Vice President, Manager of Finance
Analyst, Analytics
University of Massachusetts Boston
University of Massachusetts Boston
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Bloomberg
Analysis
Product Management
Product Development
s****[email protected]
Thomas Quinn
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Senior Vice President
Portfolio Manager / Quant Analyst
Managing Director - Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Director of Investment Strategy
Chief Investment & Research Officer
Ursinus College
Recommendations: 0
Alternative Investments
Asset Allocation
Investments
Due Diligence
Equities
Financial Modeling
Hedge Funds
Fixed Income
t****[email protected]
t****[email protected]
Chris Leavy
Chief Investment Officer, Equities
Greater Philadelphia Area
Chief Investment Officer, Equities
Value Group Leader/Portfolio Manager
Columbia University - Columbia Business School
Trinity University
Recommendations: 0
Equities
Bloomberg
Asset Allocation
Alternative Investments
Investment Management
Portfolio Management
Management
Investments
c****[email protected]
Xavier C. Allen
Wholesaler - Liquid Alternatives
Greater Philadelphia Area
Wholesaler - Liquid Alternatives
Financial Advisor | Financial Planning Specialist
Wealth Advisory Associate
Financial Advisor
Co-Founder & Chief Investment Officer
Wealth Management Summer Analyst
Drexel University
Clinton Senior High School (A Better Chance)
Recommendations: 0
x****[email protected]
Peggy Flynn, CFA
Investment Consultant
Greater Philadelphia Area
Investment Consultant
Director of Investment Research
Investment Product Director
Senior Manager
Manager, Institutional Communications
Research Analyst
Deputy Chief Investment Officer
CFA
Drexel University
Penn State University
Recommendations: 0
m****[email protected]
p****[email protected]
Adele Gorrilla
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
analyst
Investment Manager
Director of Investments
The Wharton School
Recommendations: 0
Investments
Equities
Valuation
Alternative Investments
Asset Allocation
Financial Modeling
Asset Management
Hedge Funds
Marc CFA
Senior Investment Manager
Greater Philadelphia Area
Senior Investment Manager
Chief Investment Officer
Investment Consultant
Managing Director
Head of US Private Equity
Consultant
Chief Investment Officer, Founding Shareholder
Commercial Loan Officer
Assistant Vice President
Managing Principal, FinOp and Chief Compliance Officer
Head of US Private Equity
Drexel University's LeBow College of Business
Fox School of Business at Temple University
Saint Joseph's Preparatory School
Recommendations: 0
Jonathan Chesshire
Partner, Portfolio Manager
Greater Philadelphia Area
Partner, Portfolio Manager
Research Analyst/Sales
Chief Investment Officer
Managing Director
Managing Director, Investment Manager Research
Harvard Extension School
The Wharton School
The Wharton School
Recommendations: 0
Don Smith
Principal
Greater Philadelphia Area
Principal
Co-Portfolio Manager, International and Global Growth Portfolios (2005 - 2010)
Chief Investment Officer, Global Emerging Markets Equities
Portfolio Manager: Turner Resource and Infrastructure Long / Short Fund
Equity Analyst
Athlete
Lead Portfolio Manager: Turner Emerging Markets Equity Fund
Portfolio Manager / Analyst
MIT Sloan School of Management
Syracuse University
Recommendations: 0
