Top Investment Analysts in Greater Boston Area
Cathy Bazdanes
Managing Director
Greater Boston Area
Managing Director
Managing Director
Director Business Solutions Middle Market
Division Manager Contract Finance & Accounting Division
Financial Consultant
Account Executive
Chief Financial Officer
Vice President / Director of Operations
Sr. Investment Analyst
Recommendations: 10
Recruiting
Finance
Banking
Accounting
Temporary Placement
Asset Management
Talent Acquisition
Executive Search
c****[email protected]
Khai Nguyen
Director
Greater Boston Area
Director
Principal Advisor
Founder
Senior Investment Analyst
Vice President, Fund Due Diligence
Private Equity Associate
Analyst
California State University-Long Beach
Student Managed Investment Fund (SMIF), CSULB
Recommendations: 8
Asset Management
Financial Modeling
Portfolio Management
Value Investing
Special Situations
Risk Analysis
Due Diligence
Equity Valuation
k****[email protected]
r****[email protected]
Subhadra England
Assistant Director, Career Development Office at Boston University College of Engineering
Greater Boston Area
Assistant Director, Career Development Office at Boston University College of Engineering
New England Advisory Board Member
Founder/Recruiter/Career Coach
Interview Coach, MBA Career Center
Senior Investment Analyst
Northeastern University
Recommendations: 7
Blogging
Social Media
Public Speaking
Non-profits
Fundraising
Editing
Project Management
Human Resources
s****[email protected]
s****[email protected]
William Wilcoxson
Chief Operating Officer
Greater Boston Area
Chief Operating Officer
Managing Director
General Partner
General Partner
Director of Acquisitions
Senior Associate
Investment Analyst
Financial Management Program
Northwestern University - Kellogg School of Management
St. Lawrence University
Recommendations: 6
Strategy
Venture Capital
Business Modeling
Start-ups
Business Strategy
Business Development
Mergers & Acquisitions
Competitive Analysis
w*****@axiomventures.com
Svetlana Knorr, CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Financial Advisor
Customer Service Representative/ Teller II
Southern New Hampshire University
Northern New England Center for Financial Training
Northern New England Center for Financial Training
Keene State College
Modern University for the Humanities
Recommendations: 6
Investments
Banking
Financial Analysis
Mutual Funds
Asset Managment
Risk Management
Portfolio Management
Microsoft Excel
s****[email protected]
Serhat Steve Ozcicek
Investment Analyst & COO
Greater Boston Area
Investment Analyst & COO
License Management Services
Language Transcriber
Risk Analyst Co-op
Financial Analyst Co-op
Administrative Assistant Co-op
Assistant to Study Abroad Director
Northeastern University
Northeastern University
Recommendations: 5
Competitive Analysis
Risk Management
Project Management
Analysis
Management Consulting
Program Management
Financial Analysis
Data Analysis
s****[email protected]
Theresa Beach
Director of Marketing & Business Development
Greater Boston Area
Director of Marketing & Business Development
New Product Planning - Leukemia & Lymphoma
Senior Strategic Analyst
Head Of Strategic Planning
Partner - Management Consulting
Life Science & Healthcare Senior Investment Analyst
Researcher
Director New Product Planning - Global Business Oncology & Immuno-oncology
Senior Global Franchise Controller - Oncology, Neurology & Immunology
Scientist
Project Manager/ Business Development
Babson College
University of Massachusetts
Recommendations: 5
Biotechnology
Strategy
Start-ups
Business Development
Cross-functional Team Leadership
Lifesciences
Product Development
Strategic Planning
Nam Nguyen
Junior Investment Analyst
Greater Boston Area
Junior Investment Analyst
Investment Banking Analyst Intern
Investment Analyst Intern
Graduate Research Assistant
Finance Intern/Analyst
Brandeis University, Lemberg - International Business School
National Economics University
Vietnam National University
Recommendations: 4
Problem Solving
Analysis
Financial Analysis
Financial Advisory
Financial Reporting
Financial Accounting
Oracle
Microsoft Excel
n****[email protected]
Daniel Kim
Senior Business Analyst (Product Consultant)
Greater Boston Area
Senior Business Analyst (Product Consultant)
Business Analyst - Officer
Global Services Operations Manager - Senior Associate
Asset Manager Services - Client Service Associate
Investment Analyst and Co-Portfolio Manager
Financial Services Representative
Member Service Representative
Customer Service Representative
California State University-Long Beach - College of Business Administration
Recommendations: 4
Portfolio Management
Financial Reporting
Trading
Compliance
Client Service
Excel
Business Analysis
Business Strategy
d****[email protected]
d****[email protected]
Matthew CAIA
Investment Director
Greater Boston Area
Investment Director
Director of Product Management
Consultant
Investment Analyst
Investment Associate
Babson College
Boston University Graduate School of Management
Recommendations: 3
Investments
Institutional Investments
Portfolio Management
Alternative Investments
Fixed Income
Private Equity
Capital Markets
Due Diligence
m****[email protected]
Christina Tamer
Program Officer, Venture Development and Investments
Greater Boston Area
Program Officer, Venture Development and Investments
Investment Analyst
Marketing & Research Manager
Boston Program Manager
Marketing Intern
Intern
College of Management Tutor
Receptionist
Intern
Front Desk Attendant
General Assembly
University of Massachusetts Boston
Bishop Fenwick High School
Merrimack College
University of Massachusetts Boston
Recommendations: 3
Market Research
Social Media
Data Analysis
Public Speaking
Marketing
Facebook
Business Strategy
Leadership
c****[email protected]
Konstantin A. Danilov, CFA
Associate
Greater Boston Area
Associate
AIRA Journal Editorial Committee
Investment Advisory Group Member
Senior Investment Analyst
AVP, Research Analyst
Trader
Massachusetts Institute of Technology - Sloan School of Management
HEC School of Management / HEC Paris
University of Massachusetts, Amherst
Chartered Financial Analyst (CFA) Institute
Chartered Alternative Investment Analyst (CAIA) Association
Recommendations: 3
k****[email protected]
Jonathan-Newell Roberts, MBA
Principal Consultant
Greater Boston Area
Principal Consultant
Senior Consultant
Consultant
Student Consultant
Researcher: Organizational Behavior
Marketing Consultant
Marketing Analyst
Public Investment Analyst
Americas Derivatives Equity Control Analyst
Bryant University
Northeastern University
Recommendations: 2
Research
Equities
Access
Excel
PowerPoint
Public Speaking
Human Capital Management
SPSS
j****[email protected]
Anabelle Desangles Skalleberg
Senior Associate
Greater Boston Area
Senior Associate
Assistant Vice President - Private Equity Investment Analyst
Head of MIS & Planning - Cards Business
Portfolio Manager - Cards Business
Financial Analyst - Internship
Financial Analyst - Internship
Consultant - Babson Consulting Alliance Program
Corporate Finance Consultant
Babson College - Franklin W. Olin Graduate School of Business
Pontificia Universidad Católica Madre y Maestra
Recommendations: 2
Financial Modeling
Financial Analysis
Corporate Presentations
Forecasting
Financial Planning
Business Valuation
Corporate Finance
Mergers
a****[email protected]
Benjamin CAIA
Managing Director/Investment Solutions Executive
Greater Boston Area
Managing Director/Investment Solutions Executive
Managing Director, Investment Oversight Executive
Senior Vice President, Senior Investment Analyst
Investment Analyst
Financial Advisor
Intern
Boston University
Connecticut College
St. Johns Preparatory School
Recommendations: 2
Quantitative Analysis
Due Diligence
Risk Management
Alternative Investments
Process Improvement
Investment Modeling
Asset Allocation
Investment Strategies
b****[email protected]
b****[email protected]
Stacey Middlebrook
Asset Manager
Greater Boston Area
Asset Manager
Asset Management Analyst
Asset Management and Investment Analyst
Summer Intern
Massachusetts Institute of Technology
Lehigh University
Syracuse University
Phillips Andover Academy
Recommendations: 2
Asset Management
Yardi
Argus
Asset Managment
Real Estate
s****[email protected]
Mike Guido
Investment Banking, Technology & Services
Greater Boston Area
Investment Banking, Technology & Services
Investment Analyst, Internet & Technology Portfolio
Enterprise Sales & Operating Roles
The University of Chicago Booth School of Business
Miami University
Recommendations: 1
Mergers & Acquisitions
Public Equity Offerings
Private Equity
Hedge Funds
Leveraged Finance
Corporate Finance
Valuation
Investments
g****[email protected]
Katie Wong
Investment Analyst Co-op
Greater Boston Area
Investment Analyst Co-op
Resident Assistant
Municipal Investment Banking Analyst Co-op
Client Services Co-op
Intern
Freshman Finance Discovery Program
Corps Member
Northeastern University
Bishop Guertin High School
Recommendations: 1
Microsoft Office
PowerPoint
Financial Analysis
Finance
Accounting
Leadership
Microsoft Excel
Public Speaking
k****[email protected]
k****[email protected]
Coleman CFA
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Senior Investment Officer
SVP Investor Relations and IRO
Senior Vice President Investor Strategy and Investor Relations Officer (2015 - Present)
Director of Investor Relations
Senior Analyst/Sr. Portfolio Manager
VP and Investor Relations Officer
Texas A&M University - Mays Business School
Washington University in St. Louis - Olin Business School
Recommendations: 1
Investor Relations
Financial Analysis
Equities
Healthcare
Financial Modeling
Asset Management
Portfolio Management
Securities
c****[email protected]
c****[email protected]
Patrick Parisi
Director, Investment Advisory Services
Greater Boston Area
Director, Investment Advisory Services
Trustee
Consultant
Director of Manager Research
Senior Analyst
Analyst
Investment Analyst
University of New Hampshire
Salem High School
Recommendations: 1
Investment Advisory Services
Manager Selection
Asset Allocation
Asset Managment
Hedge Funds
Alternative Investments
Investments
Private Equity
p****[email protected]
Katerina Barka-Papalucas
Investment Analyst
Greater Boston Area
Investment Analyst
Research Assistant
Intern
Intern
Assistant Manager
Marketing Manager
Intern
Boston College - Wallace E. Carroll Graduate School of Management
Harvard University
Aristoteleion Panepistimion Thessalonikis
Recommendations: 1
Investments
Wealth Management
Asset Management
High Net Worth Individuals
Asset Managment
Emerging Markets
equity strategy
Lisi Sesnovich
Chief Financial and Operations Officer
Greater Boston Area
Chief Financial and Operations Officer
Financial/Compliance Consultant
Director of Finance and Operations, Econometric Advisors (formerly known as Torto Wheaton Research)
Entrepreneur / COO
Investment Analyst
Certified Public Accountant
Northeastern University
Bowdoin College
Recommendations: 1
Operations Management
Leadership
Entrepreneurship
Financial Expertise
Budgets
Accounting
Forecasting
Cross-functional...
l****[email protected]
Brian Basiliere CFA, CAIA
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Member - Mentorship Program
Member - Alternatives & Real Assets Committee
Member - Fixed Income Asset Class Committee
Investment Analyst
Member - Flexible Capital Investment Committee
Senior Associate
Associate
Bryant University
Bond University
Recommendations: 1
Series 7
Series 63
Series 65
Mutual Funds
Bloomberg
Asset Allocation
Fixed Income
Alternative Investments
b****[email protected]
Peter S. Loukas
Director of Structured Finance
Greater Boston Area
Director of Structured Finance
Analyst
Senior Research Associate, Real Assets
Research Associate, Real Assets
Research Associate
Investment Analyst Intern
Market Data Analyst Intern
Fordham University
Belmont Hill
St. Stephen's School Rome, Italy
Recommendations: 1
Financial Analysis
Investments
Alternative Investments
Investment Strategies
Technical Analysis
Portfolio Management
Economics
Asset Allocation
l****[email protected]
Matias Cuadra
Research Analyst
Greater Boston Area
Research Analyst
Capital Markets Adviser
Co-Portfolio Manager
Equity Analyst
Investment Analyst
Massachusetts Institute of Technology - Sloan School of Management
Harvard University, John F. Kennedy School of Government
Pontificia Universidad Católica de Chile
Recommendations: 0
Capital Markets
Investment Valuation
Macroeconomics
Portfolio Management
Quantitative Research
Fixed Income Analysis
R
Asset Management
m****[email protected]
Max Levy
Investment Analyst
Greater Boston Area
Investment Analyst
Analyst
Investment Banking Summer Analyst
Investment Banking Summer Analyst | Sonnenblick Goldman
University of Pennsylvania
Maimonides School
Recommendations: 0
m****[email protected]
Michelle Levesque
Financial Analyst - Global Brand Business Planning
Greater Boston Area
Financial Analyst - Global Brand Business Planning
Associate Investment Analyst
CHFA Dean's Office Assistant
Athletic Tutor
Lead Investment Analyst
Corporate Analyst Intern
Screening and Processing
Fine Arts Center, Audience and Services Office Assistant
Assistant Manager
Waitress/Hostess
Commonwealth Honors College, Isenberg School of Management
University of Massachusetts
University of Massachusetts at Amherst - Isenberg School of Management
Mashpee High School
Recommendations: 0
PowerPoint
Microsoft Office
Photoshop
Microsoft Excel
Research
Social Media
Public Speaking
Teamwork
m****[email protected]
Katherine Matarazzo, CFA
Associate, Valuation & Strategic Analysis
Greater Boston Area
Associate, Valuation & Strategic Analysis
Intern
Senior Investment Analyst
Boston College - Wallace E. Carroll Graduate School of Management
University of New South Wales
Boston College - Carroll School of Management
Recommendations: 0
m****[email protected]
Matt Gallagher
Boston Consulting Group (BCG)
Greater Boston Area
Boston Consulting Group (BCG)
Summer Consultant
Investment Analyst
Cambridge Associates
Tuck School of Business at Dartmouth
Tufts University
Recommendations: 0
m****[email protected]
Andrew Tibma
Associate Investment Analyst
Greater Boston Area
Associate Investment Analyst
Assistant Project Manager
Real Estate Agent
Assistant Loan Officer
University of Massachusetts at Amherst - Isenberg School of Management
University of Arizona, Eller College of Management
Boston University
Boston University
Boston University
Recommendations: 0
a****[email protected]
Claire Woolston
Vice President
Greater Boston Area
Vice President
Senior Consultant, Private Markets
Investment Analyst, Non-Marketable Assets
Summer Associate, Endowment Strategies Program
Senior Consulting Associates
Harvard Business School
Yale University
Recommendations: 0
Asset Allocation
Investments
Alternative Investments
Hedge Funds
Investment Strategies
Investment Management
Venture Capital
Due Diligence
c****[email protected]
Dale Murawski
Sales Manager
Greater Boston Area
Sales Manager
Senior Investment Analyst
Independent Consultant
Vice President
Investment Analyst - US Investments
Vice President - Investment Strategy Consultant
Investment Analyst
Analyst
Analyst
Bryant University
Recommendations: 0
Investments
Trading
Investment Strategies
Series 7
Series 63
Asset Management
Mutual Funds
Bloomberg
d****[email protected]
Dan Ricciardi
Lecturer, Center for Interdisciplinary Studies
Greater Boston Area
Lecturer, Center for Interdisciplinary Studies
Interim Chief Investment Officer
Investment Analyst
Lecturer, JD Power Center for Liberal Arts in the World
Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
College of the Holy Cross
Recommendations: 0
Investments
Alternative Investments
Bloomberg
Asset Management
Equities
Private Equity
Mutual Funds
Hedge Funds
d****[email protected]
d****[email protected]
Asher Watson
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Investment Analyst
Performance Analyst
Portfolio Administrator
Analyst, Student Managed Portfolio
Intern, AJ Wright Financial Control
Intern, Marketing and Sales
Quinnipiac University - School of Business
Recommendations: 0
a****[email protected]
Deepti Tammareddi
Senior Actuarial Analyst
Greater Boston Area
Senior Actuarial Analyst
Senior Actuarial Analyst
Investment Analyst
Financial Services Graduate
Institute of Actuaries Australia
Macquarie University
The Berlin School of Economics and Law
Recommendations: 0
Financial Modeling
Investments
Valuation
Investment Strategies
Asset Allocation
Actuarial Science
Financial Services
VBA
d****[email protected]
John Gardner, CFA
Financial Advisor
Greater Boston Area
Financial Advisor
Financial Advisor
Investment Advisor
Senior Investment Analyst
Chief Investment Manager
Instructor
Lecturer
Fixed Income Portfolio Manager
Suffolk University - Sawyer Business School
Recommendations: 0
Asset Allocation
Fixed Income
j****[email protected]
Laura Viola, CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Intern/Office Manager
Assistant to the Executive Director of the Dubai Initiative
Tufts University
Recommendations: 0
Capital IQ
Excel
Microsoft Excel
Valuation
Equities
Financial Modeling
Investments
Financial Analysis
l****[email protected]
v*****@greenwoodcap.com
Amanda Savini
Internal Sales Consultant
Greater Boston Area
Internal Sales Consultant
Investment Analyst
Senior Proposal Specialist
Proposal Specialist
Marketing, Purchasing Asst
Public Relations Intern/Coordinator
Simmons College
Simmons College
Recommendations: 0
Investments
Mutual Funds
401k
Series 63
Proposal Writing
Series 6
a****[email protected]
Morris Chen
Systems Consultant
Greater Boston Area
Systems Consultant
Financial Applications Specialist
Client Sales & Support Specialist
Sr. Data Analyst
Business Development
Investment Analyst
UC Berkeley
Moody's Analytics
UC Irvine
Recommendations: 0
Markit EDM
VBA
SQL
SSRS
SSIS
Microsoft Excel
Fixed Income
Financial Modeling
m****[email protected]
Jaspaul (Paul) Singh
Managing Member, Founder, Portfolio Manager
Greater Boston Area
Managing Member, Founder, Portfolio Manager
Term Member
Senior Investment Analyst
Investment Analyst
Corporate Development
Investment Banking
Harvard Business School
University of Cambridge
University of Pennsylvania
Recommendations: 0
Investments
Investment Banking
Portfolio Management
Business Development
Private Equity
Mergers & Acquisitions
Management
Strategy
j****[email protected]
Kellen West, CFA
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Fixed Income Investment Analyst
Investment Analyst
Investment Division Rotation Program - Analyst
Boston University - School of Management
Recommendations: 0
Bloomberg
Investments
Financial Modeling
Valuation
Fixed Income Analysis
Fixed Income
Capital IQ
Financial Analysis
k****[email protected]
Harsha Mulchandani
Summer Research Intern
Greater Boston Area
Summer Research Intern
Investment Analyst
Associate
Research Intern
Summer Analyst
Product and Operations Summer Associate
Summer Senior Associate
Summer Research Intern
Senior Associate
Harvard Business School
Indian Institute of Technology, Kanpur
Recommendations: 0
h****[email protected]
Jesse Downing
Investment Analyst
Greater Boston Area
Investment Analyst
Principal
Harvard University
Recommendations: 0
Financial Modeling
Security selection
Mining
Shipping
Royalties
Insurance
Accounting
Financials
j****[email protected]
Steve Beal
Product Analyst
Greater Boston Area
Product Analyst
Investment Analyst
Undergraduate Advisor
Software Development Intern
Data Acquisition Coordinator
Dartmouth College
Recommendations: 0
Programming
Software Development
Python
Computer Science
Java
Statistics
Data Analysis
Algorithms
s****[email protected]
Derek Beane, CFA
Director - Investment Product Specialist
Greater Boston Area
Director - Investment Product Specialist
Director, Sr. Investment Analyst
Research Analyst
Boston College - Wallace E. Carroll Graduate School of Management
Clemson University
Recommendations: 0
Series 63
Series 7
MBA
Asset Allocation
Mutual Funds
Financial Analysis
Alternative Investments
Investment Management
d****[email protected]
Charlie Ko
Portfolio Manager and Senior Research Analyst
Greater Boston Area
Portfolio Manager and Senior Research Analyst
Director, Senior Portfolio Manager
Portfolio Manager
Quantitative Analyst
Consultant, Business Insurance Group
Investment Analyst
Application Engineer
Technical Support Engineer
Yale University - Yale School of Management
Massachusetts Institute of Technology
Recommendations: 0
Equities
Financial Modeling
Valuation
Portfolio Management
Investment Management
Risk Management
Start-ups
Mergers & Acquisitions
c*****@alum.mit.edu
Kevin Jung
Associate
Greater Boston Area
Associate
Investment Analyst Intern
Investment Banking Fall Analyst
Financial Analyst Intern
Brand Ambassador
Summer Analyst
The University of Texas at Austin
Plano West Senior High
Recommendations: 0
Finance
Microsoft Excel
Valuation
Microsoft Office
Marketing
PowerPoint
Mandarin
Financial Modeling
k****[email protected]
Brian Blair
VP, Regional Sales Representative - DCIO
Greater Boston Area
VP, Regional Sales Representative - DCIO
Vice President, External Wholesaler
Investment Analyst
Vice President, Advisory Services Group
Advisor Services Representative
University of Oregon
Justin Siena High School
Recommendations: 0
Mutual Funds
Series 7
Series 63
Alternative Investments
Asset Allocation
Investments
Asset Management
Separately Managed Accounts
b****[email protected]
b****[email protected]
AJ Libunao
Investment Analyst
Greater Boston Area
Investment Analyst
Finance Assistant
Operations Intern
Customer Service
Facilities Assistant
Occidental College
Edison High School
Recommendations: 0
Microsoft Excel
Economics
Microsoft Office
Operations
Customer Service
Teamwork
Presentations
Social Networking
a****[email protected]
Stacie Yomtov
Investment Analyst
Greater Boston Area
Investment Analyst
Investment Analyst
Marketing Assistant
Commercial Real Estate Intern
The University of Connecticut
Recommendations: 0
Argus
CoStar
QuarkXPress
Excel
Access
Photoshop
HCCP
s****[email protected]
David CFA
Investment Director
Greater Boston Area
Investment Director
Senior Investment Analyst
Senior Financial Analyst
Economic Development Specialist
Georgetown University - The McDonough School of Business
James Madison University
Recommendations: 0
Financial Modeling
Quantitative Analysis
Portfolio Management
Board Presentations
Asset Allocation
Valuation
Fixed Income
Investment Management
d****[email protected]
Sung-jin Y.
Investment Analyst
Greater Boston Area
Investment Analyst
Engagement Manager
Associate
Expert Associate Partner, Digital Analytics
Advanced Analytics Specialist
Senior Data Analyst
Data Analyst
University of Cambridge
Yonsei University
Recommendations: 0
s****[email protected]
Dave Nelson
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Massachusetts Institute of Technology - Sloan School of Management
University of Michigan
Recommendations: 0
Financial Modeling
Financial Analysis
Qualifying Prospects
Financial Markets
Corporations
Entrepreneurship
Venture Capital
Start-ups
d****[email protected]
Mark Tortorella
Cofounder
Greater Boston Area
Cofounder
Senior Associate
Advisor
Investment Analyst
Consultant
Harvard Business School
Harvard University
Recommendations: 0
m****[email protected]
m*****@sigmaprime.com
Neal Vachhani
Optical Networking Engineer
Greater Boston Area
Optical Networking Engineer
Head Of Operations
Advisor
Investor
Executive Advisor
Investment Analyst
VP Product Platforms & Customer Success
Technology-enabled Operations Implementation Leader
MIT
Rutgers University
Recommendations: 0
Acquisition Integration
Management Consulting
Mergers & Acquisitions
Corporate Development
Strategy
Market Entry
Financial Modeling
Venture Capital
n****[email protected]
n****[email protected]
Sasha Said
Investment Analyst
Greater Boston Area
Investment Analyst
Public Equity Analyst
Private Equity Analyst
Brown University
Middlebury College
Deerfield Academy
Recommendations: 0
s****[email protected]
s****[email protected]
Nareg Khoshafian
iOS Developer
Greater Boston Area
iOS Developer
Mobile Product Manager
Mobile Product Lead
Intern - 3D Printing Equity Research
Consultant
Product Manager
Investment Analyst Intern
Financial Consultant Intern
Volunteer
Co-Founder & COO
Free Code Camp
University of Massachusetts, Amherst
Recommendations: 0
Economics
Financial Analysis
Financial Modeling
Data Analysis
Research
Stata
PowerPoint
Econometrics
n****[email protected]
Bala Cumaresan
Director of Research
Greater Boston Area
Director of Research
Quantitative Investment Analyst
Chief Executive Officer
Chief Investment Officer
University of Connecticut
Bharathiar University
Recommendations: 0
b****[email protected]
Marcelle CFA
Vice President, Investment Management Services
Greater Boston Area
Vice President, Investment Management Services
VP, Investment Strategist
Senior Managing Director, Co-Head of Asset Allocation
Director, Sr. Investment Analyst
Managing Director, Asset Allocation, Portfolio Solutions Group
Investment Analyst
Bentley University - McCallum Graduate School of Business
Recommendations: 0
m****[email protected]
Alicia Paul
Investment Analyst
Greater Boston Area
Investment Analyst
Retirement Investment Specialist
University of Massachusetts
Recommendations: 0
a****[email protected]
Benjamin Ramic
Investment Analyst
Greater Boston Area
Investment Analyst
Human Resources Consultant
Student Associate
Intern
Marketing and Sales Intern
Babson College
Université Paris Sorbonne (Paris IV) / Sorbonne University
Recommendations: 0
Marketing
Social Media
Facebook
Product Development
Sales
Marketing Strategy
Management
Leadership Development
b****[email protected]
David Wonn CFA
Managing Director, Investment Strategy Innovation
Greater Boston Area
Managing Director, Investment Strategy Innovation
Managing Director, Institutional Investment Strategist
Vice President
Client Portfolio Manager
Senior Vice President - Institutional Portfolio Manager
Vice President
Senior Investment Officer
Director of Research and Investment Consultant
Investment Analyst
Systems Programmer / Internal Audit
University of Pittsburgh
Duquesne University
South Hills Catholic
Recommendations: 0
Asset Allocation
Valuation
Private Equity
Emerging Markets
Corporate Finance
Bonds
Investment Banking
Investment Management
d****[email protected]
d*****@tiaa-cref.org
Marybeth CFA
Associate
Greater Boston Area
Associate
Senior Investment Analyst
Associate
Consultant
Harvard Business School
Lehigh University
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Financial Analysis
Microsoft Word
Financial Modeling
Valuation
Research
m****[email protected]
Orhan Gazelle
Investment Analyst
Greater Boston Area
Investment Analyst
Data Analyst - Supply Chain Finance
Data Analyst - Product Management
Summer Analyst - Merger Arbitrage
Biostatistics Research Assistant
United States Coast Guard Licensed Launch Driver
Thayer School of Engineering at Dartmouth
Trinity College-Hartford
Milton Academy
Recommendations: 0
Matlab
Microsoft Office
Analysis
Fortran 95
SAS programming
Minitab
Risk Solver Platform
MySQL
o****[email protected]
o****[email protected]
Brandon Colon
Assistant Vice President, Investment Analyst
Greater Boston Area
Assistant Vice President, Investment Analyst
Operations Analyst
Operations Analyst
Research Associate
Summer Intern, Venture Banking
Bates College
Recommendations: 0
c****[email protected]
Liliana Diaconu
Investment Analyst
Greater Boston Area
Investment Analyst
MBA Blog contributor
Associate Economist
Project Analyst
Communications Officer
Research Intern
Brandeis International Business School
Academy of Economic Studies
Recommendations: 0
Business Analysis
Multicultural Relations
Client Communications
Public Relations
Project Management
Management Consulting
Operations Management
Marketing Management
d****[email protected]
Brian Boyden
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Institutional Product Manager / Portfolio Strategist
Investment Analyst
Research Analyst
Assistant Portfolio Manager / Quantitative Analyst
Technical Coordinator
Bentley College - Elkin B. McCallum Graduate School of Business
Stonehill College
Stonehill College
Oliver Ames
Recommendations: 0
Equities
Investments
Equity Research
Trading
Portfolio Management
Bloomberg
Hedge Funds
Investment Management
b****[email protected]
Nicholas Warren
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Managing Director
Investment Analyst
IT Professional
The University of Chicago Booth School of Business
Northwestern University
Recommendations: 0
Alternative Investments
Hedge Funds
Asset Allocation
Equity Research
Investment Management
Value Investing
Private Equity
Equities
n****[email protected]
Valbona Schwab
Investment Analyst Intern
Greater Boston Area
Investment Analyst Intern
Equity Analyst Intern
Senior Associate
Portfolio Manager, Alternatives Assets
Managing Director
Trustee and Investment Committee Chair
Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
University of Maine
American University in Bulgaria
Recommendations: 0
Investments
Portfolio Management
Hedge Funds
Alternative Investments
Financial Modeling
Investment Management
Due Diligence
Valuation
v****[email protected]
v****[email protected]
Yang Tang
Associate
Greater Boston Area
Associate
Investment Analyst
Analyst, Real Estate Investing
Summer Analyst
Summer Analyst
University of Pennsylvania - The Wharton School
Columbia University in the City of New York
Stuyvesant High School
Recommendations: 0
Financial Modeling
Real Estate Private Equity
Real Estate
Valuation
Finance
b****[email protected]
Anthony Zonfrelli
Investment Analyst
Greater Boston Area
Investment Analyst
PR Director and Contributing Writer
Pre-Construction / Estimating Intern
Talent Acquisition Intern
File Room and Mail Room Assistant
Laborer
Sacristan
Certified Umpire
Harvard University
Tabor Academy
Recommendations: 0
Public Speaking
Microsoft Excel
Social Media
Stand-up Comedy
Writing
Data Analysis
Team Leadership
Teamwork
a****[email protected]
James Mayo-Smith
Appraiser
Greater Boston Area
Appraiser
Investment Analyst
Assistant Vice President
Massachusetts Institute of Technology
Colorado College
Recommendations: 0
Real Estate Development
Real Estate
Market Research
Feasibility Studies
Emerging Markets
Investment Properties
Valuation
Investor Relations
j****[email protected]
Steve Small
Desktop Support Technician
Greater Boston Area
Desktop Support Technician
VP, Engineering
Technical Intern
Senior Investment Analyst
Software Engineer
Developer
College of the Holy Cross
Sun Microsystems
Recommendations: 0
Analytics
Big Data
Distributed Applications
Web Services
Reporting Systems
New Technology Evaluation
Python
Django
s****[email protected]
Sara Malconian
Assistant Director of Strategic Sourcing and Procurement
Greater Boston Area
Assistant Director of Strategic Sourcing and Procurement
VP, Director of Procurement
Vice President and Director of Global Strategic Sourcing
Strategic Sourcing Initiative Project Manager, Strategic Development Office
Principal and Portfolio Manager
Account Executive, Business and Entrepreneurial Services
Director of Acquisitions and Sales
Investment Analyst - Private Placement Bond Department
Columbia University - Columbia Business School
Bates College
Recommendations: 0
Procurement
Global Sourcing
Vendor Management
Risk Management
Strategic Sourcing
Management
Change Management
Sourcing
s****[email protected]
Lawrence Li
Investment Analyst
Greater Boston Area
Investment Analyst
Vice President
Associate
Special Projects Assistant to the CFO
Company Name
The Boston Consulting Group
Georgia Institute of Technology
Athens Academy
Recommendations: 0
Management Consulting
Financial Modeling
Financial Analysis
Business Strategy
Due Diligence
Strategy
Valuation
Venture Capital
l****[email protected]
Jonathan Kluberg
Summer Intern
Greater Boston Area
Summer Intern
Investment Analyst
Founder
Research Associate
Massachusetts Institute of Technology
Ecole polytechnique
Recommendations: 0
Operations Research
Algorithms
Matlab
Mathematical Modeling
Optimization
Java
Machine Learning
Quantitative Finance
j****[email protected]
k****[email protected]
Mete Tuzcu
Manager, Business Analytics
Greater Boston Area
Manager, Business Analytics
Senior Associate, Analytics
Manager, Analytics and Reporting
Senior Analyst
Information Analyst Intern
Research Analyst, Global Economics Team
Foreign Investment Analyst
Microenterprise Industry Researcher
Intern
Brandeis University, Lemberg - International Business School
Denison University
Robert Koleji
Recommendations: 0
m****[email protected]
Peter Norberg
Investment Analyst Intern
Greater Boston Area
Investment Analyst Intern
Business Development Representative
Cashier
Corporate Account Executive
Inside Sales Consultant
Intern
Inside Sales Representative
Providence College
Recommendations: 0
Time Management
Teamwork
Customer Service
Team Building
Strategic Planning
Management
Project Management
Customer Satisfaction
p****[email protected]
Christopher CFA
Head of Global Public Markets & Executive Managing Director
Greater Boston Area
Head of Global Public Markets & Executive Managing Director
Senior Vice President & Managing Director, Global Investment Grade Fixed Income (Head of Credit)
Vice President & Manager, Global Investment Grade Fixed Income Credit (Head of Credit)
Assistant Vice President & Managing Director
Senior Investment Officer
Investment Officer
Senior Investment Analyst
Northeastern University
University of Massachusetts Lowell
Recommendations: 0
Financial Analysis
Portfolio Management
Investments
Insurance
Fixed Income
Credit
Finance
Financial Modeling
c****[email protected]
Matthew K.
Originations & Portfolio Management: Whole Loan & Mezzanine Debt Program
Greater Boston Area
Originations & Portfolio Management: Whole Loan & Mezzanine Debt Program
Summer Associate, Equity Acquisitions
MBA Candidate
Junior Associate
Senior Investment Analyst
Investment Analyst
Real Estate Summer Analyst
Real Estate Operations
Kellogg School of Management
Cornell University
Newton North High School
Recommendations: 0
Real Estate
Real Estate Development
Real Estate Investment
Real Estate Finance
Real Estate Financing
Real Estate Transactions
Real Estate Negotiation
Portfolio Management
m****[email protected]
Sean Speer, CFA
Senior Manager Research Analyst
Greater Boston Area
Senior Manager Research Analyst
Senior Investment Analyst
Investment Analyst
Investment Advisor Representative
Operations Manager
Babson College
Recommendations: 0
Alternative Investments
Asset Allocation
Mutual Funds
Asset Managment
Equities
Investments
Fixed Income
Asset Management
s****[email protected]
Matthew Isaacs
Investment Analyst
Greater Boston Area
Investment Analyst
Senior Investment Associate
Summer Associate
Marketing Intern
Bates College
Lexington High School
Recommendations: 0
Excel
Microsoft Office
Word
Microsoft Excel
Microsoft Word
Marketing
Management
Economics
m****[email protected]
Sean CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Associate
High Yield Research Associate
Sales & Trading Summer Analyst
Private Banking Summer Analyst
Boston College
London School of Economics and Political Science
Recommendations: 0
f****[email protected]
Chang Lee
Investment Analyst
Greater Boston Area
Investment Analyst
Equity Research Analyst
Equity Research Summer Associate
Business Development Intern
Asset Management Intern
Communications Consultant
Branch Manager
University of Pennsylvania - The Wharton School
University of Pennsylvania
Doshisha University
Recommendations: 0
c****[email protected]
Ryan Sloss, MBA
Defined Benefit Analyst
Greater Boston Area
Defined Benefit Analyst
Investment Analyst
Analyst (Internship)
Bryant University
Bryant University
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Research
Financial Analysis
r****[email protected]
Brendan Cue
Investment Analyst
Greater Boston Area
Investment Analyst
Foreign Affairs Analyst
Assistant Director of Fundraising
Legislative Intern
University of St. Andrews
Lexington High School
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Word
C++
Public Speaking
Social Media
b****[email protected]
Jacqueline Levasseur Demetroulakos, PMP
Manager, Project Management - Application Development
Greater Boston Area
Manager, Project Management - Application Development
Program Portfolio Manager - Professional Services Organization
Manager - Project Management Office
Senior Business Consultant - Project Management Office
Relationship Manager/Systems Analyst
Senior Program Manager
Senior Process Improvement Analyst
Senior Business Analyst
Business/Product Analyst
Investment Analyst
Assistant Vice President & Investment Officer
Investment Analyst
Internal Auditor
Head teller (part time while in college)
Rivier College
University of St. Thomas
Southern New Hampshire University
Recommendations: 0
j****[email protected]
Jake Lynch
Director of Business Analysis
Greater Boston Area
Director of Business Analysis
Business Operations Analyst IV
Business Operations Analyst III
MBA Marketing Intern
Investment Writer
Contributing Analyst
Investment Analyst
University of Virginia
Dartmouth College
Bowdoin College
Recommendations: 0
j****[email protected]
Jake Navarro
Stakeholder Engagement Manager
Greater Boston Area
Stakeholder Engagement Manager
Senior Media Relations Representative
Senior Consultant
Associate Investment Analyst
Boston University Questrom School of Business
Middlebury College
Recommendations: 0
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Joshua A. Liebow, CFA
Managing Director
Greater Boston Area
Managing Director
Director
Senior Investment Analyst - Hancock Capital Management
Investment Analyst - Bond and Corporate Finance Group
Babson College
Recommendations: 0
Series 7
CFA
Investments
Valuation
Financial Modeling
Asset Allocation
Equity Research
Chartered Financial...
j****[email protected]
John Strehle
Intelligence Officer
Greater Boston Area
Intelligence Officer
Investment Analyst - Technology, Consumer, and Media Sectors
Investment Analyst - Distressed Securities
Managing Partner
Co-Founder
University of Washington - Michael G. Foster School of Business
Hamilton College
Weston HS
Recommendations: 0
Social Media
Market Research
Business Development
Marketing Strategy
Online Advertising
Research
Strategic Planning
Advertising
j****[email protected]
Colin Naples
Analyst & Engagement Consultant
Greater Boston Area
Analyst & Engagement Consultant
Advisor
Sr. Business Development Manager
Associate Business Development Manager
Investment Analyst
Department of Pharmacology- Research Associate
Weatherhead School of Management at Case Western Reserve University
The College of Wooster
Recommendations: 0
Marketing Research
Project Management
Project Scope Development
Database Modeling
Database Administration
Research Design
Research Implementation
Research Projects
c****[email protected]
Scott CAIA
Portfolio Manager Assistant
Greater Boston Area
Portfolio Manager Assistant
Municipal Credit Analyst
Senior Vice President, Senior Investment Analyst
Attribution Analyst
Hartwick College
Recommendations: 0
Investments
Due Diligence
Mutual Funds
Portfolio Management
Investment Strategies
Alternative Investments
Chartered Financial Analyst
Asset Managment
s****[email protected]
John Schwartz
President
Greater Boston Area
President
Summer Associate
Investment Analyst Intern
Dean's Ambassador
Research Assistant
Vice President of Finance
Vice President of Operations
Sector Leader - Utilities
Analyst - Utilities Sector
Instructor
University of New Hampshire
Recommendations: 0
Public Speaking
Microsoft Excel
Teamwork
Time Management
PowerPoint
Economics
Management
Analysis
j****[email protected]
David CFP®
Investment Analyst
Greater Boston Area
Investment Analyst
Adjunct Faculty-classroom and virtual teaching; undergraduate and graduate studies
Southern New Hampshire University
University of New Hampshire Peter T. Paul College of Business and Economics
Recommendations: 0
Asset Allocation
Asset Management
Portfolio Management
Retirement Planning
Private Wealth Management
Personal Finance
Mutual Funds
Alternative Investments
d****[email protected]
Daniel Vildoso
Sr. Fund Research Analyst
Greater Boston Area
Sr. Fund Research Analyst
Investment Analyst
Financial Analyst & Senior Administrator
Associate
Assistant Financial Manager
Suffolk University - Sawyer Business School
Universidad Adolfo Ibáñez
Universidad Adolfo Ibáñez
Recommendations: 0
Asset Allocation
Investment Strategies
Investments
Securities
Insurance
Analysis
Financial Modeling
Portfolio Management
d****[email protected]
Brian Pabian
Investment Analyst
Greater Boston Area
Investment Analyst
Associate Investment Analyst
Fund Manager
Securian's Advisor Internship Program
Marketing Intern
Trinity University
Recommendations: 0
Strong research,...
Experience analyzing...
Experience in managing...
Ability to think...
Proven communication,...
Experience at...
Strong attention to...
Ability to effectively...
b****[email protected]
Tamsa Sabat
Research Analyst
Greater Boston Area
Research Analyst
Research Analyst Intern
Graduate Teaching Assistant
Analyst
Investment Analyst
Credit Analyst Intern
Brandeis International Business School
SIES College of Management Studies, University of Mumbai
Recommendations: 0
Financial Analysis
Financial Modeling
Equities
Payments
Equity Valuation
Valuation
Fixed Income
Derivatives
t****[email protected]
Stacey Spurr
Director Asset Management
Greater Boston Area
Director Asset Management
Asset Management and Investment Analyst
Asset Manager
Summer Intern
Asset Management Analyst
Asset Manager
Massachusetts Institute of Technology
Lehigh University
Syracuse University
Recommendations: 0
s****[email protected]
s****[email protected]
Rick Morgan
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Senior Research Analyst
Equity Analyst
Financial Analyst, Mergers & Acquisitions
Middlebury College
Deerfield Academy
Recommendations: 0
r****[email protected]
