Top Investment Analysts in Greater Philadelphia Area

Chichi E. Ahia

Executive Director/ Principal

Greater Philadelphia Area

Executive Director/ Principal

Chairman of the Board of Directors

Executive Director

Managing Director

Director

Senior Real Estate Investment Analyst

Team Leader

Residential & Commercial Sales

Rider University

Schlichter Kratz Institute of Real Estate

Recommendations: 4

Commercial Real Estate

Real Estate Investment

Investment Properties

Corporate Real Estate

Commercial Leasing

Real Estate Economics

Commercial Investments

Leadership

Raven Vi

Analyst

Greater Philadelphia Area

Analyst

Investment Analyst Intern

Student President

Financial Analyst Intern

Reinsurance Services Co-op

Tax Preparer

Tutoring Volunteer

Drexel University

Hanoi-Amsterdam High School for the Gifted

Recommendations: 2

Excel

Microsoft Office

Access

PowerPoint

Microsoft Word

Financial Analysis

Research

Event Planning

n****[email protected]

Nathan CFA

Portfolio Manager

Greater Philadelphia Area

Portfolio Manager

Investment Advisory Council

Investment Manager

Investment Analyst

Drexel University's LeBow College of Business

University of Florida

Recommendations: 1

n****[email protected]

Kent Gough

Land Acquisition Manager

Greater Philadelphia Area

Land Acquisition Manager

Investment Analyst

Land Analyst

Asst. Project Manager

Property Manager

Drexel University

Eastern University

Recommendations: 1

Real Estate Development

Project Planning

Financial Analysis

Real Estate

Residential Homes

Strategic Planning

Investment Properties

Budgets

k****[email protected]

Jamie Dranoff, CFA

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Equity Research Associate- Insurance

Consumer Discretionary Data Credit Analyst

Security Analyst Assistant

Quantitative Analyst Assistant

Institutional Sales Assistant

Drexel University - College of Business and Administration

CFA Institute of Philadelphia

Central Bucks East

Recommendations: 0

Fixed Income

Analysis

Bloomberg

Mutual Funds

Financial Modeling

Equities

Portfolio Management

Investments

j*****@drexel.edu

Shuyang Bai

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Associate Director

Analyst

Investment Banking Summer Analyst

University of Pennsylvania - The Wharton School

University of Pennsylvania - The Lauder Institute

Northwestern University

Simon A. Sanchez HS, Guam

Recommendations: 0

Investments

Mergers & Acquisitions

Valuation

Private Equity

Financial Modeling

Investment Banking

Hedge Funds

Corporate Finance

Samantha Choa

Investment Analyst, Investment R&D

Greater Philadelphia Area

Investment Analyst, Investment R&D

Investment Analyst, ETF Thought Leadership

MBA Leadership Development Program

Summer Strategy Associate

Vice President, Private Equity and M&A Services

Underwriter, Department of Financial Institutions

Northwestern University - Kellogg School of Management

Wellesley College

Stuyvesant High School

Recommendations: 0

Investments

Mutual Funds

Capital Markets

Program Management

Strategy

Mergers & Acquisitions

Private Equity

Venture Capital

Josh Kaplan

Managing Director - Hedged Strategies

Greater Philadelphia Area

Managing Director - Hedged Strategies

CIO/Director of Investments

CIO

Portfolio Manager

Senior Investment Analyst

Emory University

Recommendations: 0

Alternative Investments

Asset Allocation

Asset Management

Asset Managment

Capital Markets

Due Diligence

Equities

Financial Analysis

k****[email protected]

Shohom Basuthakur

Fund Investment Analyst

Greater Philadelphia Area

Fund Investment Analyst

Analyst

Summer Analyst

The Wharton School, University of Pennsylvania

Kennedy-Kenrick Catholic High School

Recommendations: 0

Research

Time Management

Microsoft Office

Analytical Skills

Dedication to work

Valuation

Data Analysis

Investments

Ashleigh Newlin

Vice President - Software Practice Manager

Greater Philadelphia Area

Vice President - Software Practice Manager

Assistant Vice President, Global Transaction Services Finance

Division Controller

Various Roles

Investment Analyst

Intern

Princeton University

Recommendations: 0

Financial Reporting

Mathematical Modeling

Performance Analysis

Product Management

Strategic Planning

Business Strategy

ESOP

Analysis

David Zilkha

Principal Investor

Greater Philadelphia Area

Principal Investor

Vice President

Director, Producer, Editor, Distributor

Investment Analyst

Lead Program Manager and Deal Manager

Columbia University - Columbia Business School

University of Southern California

University of Oxford

Recommendations: 0

Family Office Investing

Portfolio Management

Equity Research

Strategic Investing

Strategic Consulting

Angel Investing

Private Equity

Venture Capital

Robert Battista, CFA

Head of Product & Research

Greater Philadelphia Area

Head of Product & Research

Manager, Investment Analyst Group

Senior Analyst

Senior Investment Analyst

Investment Analyst

Business Development/Portfolio Design Analyst

Penn State University

Elon University

Recommendations: 0

Mutual Funds

Alternative Investments

xiaoying shen

Actuarial Intern

Greater Philadelphia Area

Actuarial Intern

Actuarial Research Assistant

Investment Analyst Intern

Part time Assistant

University of Connecticut

Towson University

Recommendations: 0

Microsoft Word

Microsoft Excel

Microsoft Office

Visual Basic

SAS

Research

Actuarial Science

x****[email protected]

Erica Lisses

Equity Investment Risk Analyst

Greater Philadelphia Area

Equity Investment Risk Analyst

Investment Analyst

Investment Professional

Penn State University

Recommendations: 0

Investment Analysis

Microsoft Access

Microsoft Excel

Leadership

Time Management

Data Analysis

Teamwork

Risk Management

e****[email protected]

Ryann Hall

Investment Strategy Senior Analyst

Greater Philadelphia Area

Investment Strategy Senior Analyst

Consumer Insights and Analysis - Analyst

Rotational Leadership Development Program

Investment Analyst, Portfolio Management

Annuities Product Management Consultant

Actuarial Intern

Mathematics Tutor

Lifeguard

Providence College

Bishop Shanahan High School

Recommendations: 0

Portfolio Management

Analysis

Management

Analytics

Strategy

Asset Allocation

Data Analysis

Financial Analysis

Daniel CFA

Vice President, Marketing

Greater Philadelphia Area

Vice President, Marketing

Vice President, Finance

Director, Investments

Senior Analyst

Director, Project Local

Investment Analyst

University of Pennsylvania - The Wharton School

University of Tennessee-Knoxville

Cocke County High School

Recommendations: 0

Corporate Finance

Valuation

Management

Private Equity

Due Diligence

Financial Modeling

Asset Management

Investments

Brett Gomes

Director of Acquisitions

Greater Philadelphia Area

Director of Acquisitions

Investment Analyst

Investment Brokerage Intern

University of Pennsylvania - The Wharton School

Punahou School

Recommendations: 0

Due Diligence

Valuation

Real Estate

Property Management

Real Estate Development

Management

Asset Management

Microsoft Word

b****[email protected]

Caitlin O'Connor

Senior Analyst - Product

Greater Philadelphia Area

Senior Analyst - Product

Fund Investment Analyst

Campus Marketing Representative

Teaching Assistant

Office of Policy & Analysis Intern

Sales Associate

Bucknell University

Recommendations: 0

Spanish

PowerPoint

Microsoft Excel

Financial Analysis

Financial Modeling

Editing

Research

Data Analysis

Elizabeth Muirhead, CFA

Senior Investment Analyst

Greater Philadelphia Area

Senior Investment Analyst

Millersville University of Pennsylvania

Great Valley High School

Recommendations: 0

Mutual Funds

Financial Analysis

Project Management

Securities

Accounting

Pricing

Investments

Portfolio Management

e****[email protected]

Michael Wigrizer

Director of Research

Greater Philadelphia Area

Director of Research

Senior Portfolio Analyst

Investment Analyst

Intern

Penn State University

Recommendations: 0

Anthony Bartocci

Portfolio Manager

Greater Philadelphia Area

Portfolio Manager

Financial Associate

Investment Analyst

Account Officer

Investment Analyst

Investment Officer

University of Delaware

Recommendations: 0

Portfolio Management

Equities

Financial Modeling

Commodity

Valuation

b****[email protected]

Stephen Wellman

Chief Operating Officer

Greater Philadelphia Area

Chief Operating Officer

Chief Operating Officer & Chief Compliance Officer

Senior Consultant (Philadelphia Office)

Senior Investment Analyst

Drexel University's LeBow College of Business

Recommendations: 0

Hedge Funds

Mutual Funds

Alternative Investments

Equities

Investment Management

Investments

Private Equity

Series 7

Carolyn Cross

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Associate Director, Beta Research

University of Pennsylvania - The Wharton School

Princeton University

Recommendations: 0

c*****@wharton.upenn.edu

Kelli Tuttle

Account Representative

Greater Philadelphia Area

Account Representative

Career Advisor

Career Coordinator

Account Executive

Investment Analyst & Client Liaison

University of Delaware

Dale Carnegie Sales Program

Recommendations: 0

Temporary Placement

Cold Calling

Staffing Services

Recruiting

Sales

Temporary Staffing

Building Relationships

Staff Augmentation

k****[email protected]

John Brennan

Credit Risk Manager

Greater Philadelphia Area

Credit Risk Manager

Investment Analyst

Senior Underwriter

AVP

Associate

Senior Logistics Analyst

The George Washington University - School of Business

University of Virginia

Recommendations: 0

Alan M. Rhode, CFP®

Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner

Greater Philadelphia Area

Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner

Financial Analyst & CERTIFIED FINANCIAL PLANNER™ Practitioner

Financial Planner & CERTIFIED FINANCIAL PLANNER™ Practitioner

Financial Advisor Associate

Chief Executive Officer

Investment Advisor Representative

Investment Analyst Intern

The American College

Penn State University

Recommendations: 0

Leslie Theodosopoulos (Hoynak)

Joseph Thayres, MBA

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Commercial Credit Analyst

Finance Intern

Philadelphia University

Recommendations: 0

Commercial Real Estate Analysis

Argus Modeling

Financial Analysis

Financial Modeling

Microsoft Excel

Commercial Real Estate

Microsoft Word

Credit Analysis

t****[email protected]

Lianna Peto, CIMA

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Sr. Investment Analyst

Product Management Associate

University of Scranton

Richmond, The American International University in London

Recommendations: 0

Mutual Funds

Investments

Asset Allocation

Risk Management

Investment Management

Morningstar

Retirement

Portfolio Optimization

l****[email protected]

Senior Sales Analyst - Insurance General Accounts

Greater Philadelphia Area

Senior Sales Analyst - Insurance General Accounts

Investment Analyst

Financial Analyst

AFP Rotational Program

Penn State University

Recommendations: 0

Financial Analysis

Financial Reporting

Financial Services

Data Analysis

Financial Modeling

Mutual Funds

Investments

Corporate Finance

l****[email protected]

Helene McCole

Credit Analyst

Greater Philadelphia Area

Credit Analyst

Senior Investment Analyst

Closing Coordinator/Investment Analyst

Senior Closing Analyst

Office Administrator

Department Supervisor/Loan Processor

Commercial Loan Processor/Secretary

Mortgage Bankers Association, Washington, DC

Mortgage Bankers Associates

School of Mortgage Banking

Little Flower Catholic High School for Girls

Recommendations: 0

Valuation

Real Estate Economics

Due Diligence

Risk Management

Microsoft Excel

Investment Properties

Financial Reporting

Customer Satisfaction

h****[email protected]

Afzal Somani

Global Equity Analyst

Greater Philadelphia Area

Global Equity Analyst

Investment Analyst Intern

Research Intern

University of Virginia

Recommendations: 0

Microsoft Office

Microsoft Excel

PowerPoint

Research

Microsoft Word

Social Media

Public Speaking

Visio

Don Marchesiello, CFP®

Managing Director

Greater Philadelphia Area

Managing Director

Director

First Vice President

Senior Investment Analyst

Second Vice President

Analyst

Investment Auditor

Wagner College

University of Pittsburgh

Recommendations: 0

Asset Allocation

Wealth Management

Portfolio Management

Managing Accounts

Portfolio Optimization

Strategic Financial Planning

Investments

Due Diligence

Robyn M. Randa, CFA

Investment Consultant

Greater Philadelphia Area

Investment Consultant

Senior Investment Analyst, Institutional Advisory Services

Senior Investment Analyst

Investment Analyst

Cash Management Analyst

Temple University

Penn State University

Recommendations: 0

Portfolio Management

Investments

Capital Markets

Equities

Financial Services

Cash Management

Asset Allocation

Asset Management

Taylor W Grant

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Licensed Personal Banker II

Financial Advisor

Wealth Management Intern Coordinator

Wealth Management Intern

Bentley University

London School of Economics

Recommendations: 0

Series 7

Series 66

Pennsylvania Life, Health & Accident

Invesment Analysis

Retirement Planning

Trading

Asset Allocation

Mutual Funds

t****[email protected]

Man-Hyung Hahn, CPA, MBA

Associate Investment Analyst

Greater Philadelphia Area

Associate Investment Analyst

Senior Corporate Accountant

Financial Reporting Senior Accountant

Auditor

Financial Advisor Intern

Drexel University - College of Business and Administration

Temple University - Fox School of Business and Management

Recommendations: 0

Financial Planning

Personal Finance

Opportunistic...

Tax

Investment Research

Trading

Due Diligence

Financial Reporting

Matt CFA

Associate Consultant

Greater Philadelphia Area

Associate Consultant

Financial Advisor

Senior Investment Analyst

Director-Investment Research, Senior Investment Consultant

The Wharton School, University of Pennsylvania

Recommendations: 0

Sean Rieder

Analyst

Greater Philadelphia Area

Analyst

High Yield Fixed Income Analyst

Analyst

Investment Analyst

Accounts Manager

Project Manager

Penn State University

Recommendations: 0

Russ Emery

Director of Global Investment Product Development and Management

Greater Philadelphia Area

Director of Global Investment Product Development and Management

Senior Treasury Manager

Senior Investment Analyst

Manager Corporate Finance Group

Chief Compliance Officer

New York Institute of Technology

Recommendations: 0

Mutual Funds

Investments

Investment Management

Alternative Investments

Due Diligence

Hedge Funds

Equities

Securities

Ryan Madsen, CFA

Product Manager, Model Portfolios

Greater Philadelphia Area

Product Manager, Model Portfolios

Investment Analyst

Financial Analyst

Financial Associate

Investment Analyst

Georgetown University

The Chinese University of Hong Kong

Recommendations: 0

Finance

Mutual Funds

Investments

Financial Modeling

Jordan A. Rosenblatt

Brokerage Manager/Insurance Broker

Greater Philadelphia Area

Brokerage Manager/Insurance Broker

Junior Plan Analyst

Investment Analyst

Research Assistant

Drexel University LeBow College of Business

Recommendations: 0

Life Insurance

Key Person Insurance

Insurance

Estate Planning

Buy-Sell

Underwriting

Long Term Care Insurance

Relationship Management

Megan Cashdollar

Global Broker Relations Team, Investment Analyst

Greater Philadelphia Area

Global Broker Relations Team, Investment Analyst

Talent Programs Supervisor, HR, Talent Strategies Team

Project Administrator, HR, Talent Strategies Team

Services Associate/Project Administrator, Executive Programs, HR, Leadership Development

The University of Connecticut

Northwestern University

Recommendations: 0

Strategic Thinking

Reporting & Analysis

Performance Measurement

Relationship Management

Influence Others

Project Management

Data Analysis

Process Improvement

m*****@cashdollar.us

Brittany Flaherty, CFA

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Project Administrator

Fund Financial Associate

Agency Insurance Rep

Financial Advisory Intern

Indiana University of Pennsylvania

North Penn

Recommendations: 0

b****[email protected]

Dan Wachtel

Financial Advisor/Portfolio Manager

Greater Philadelphia Area

Financial Advisor/Portfolio Manager

Managing Partner/Co-Founder

Financial Advisor

Investment Analyst

Investment Banking Analyst

Financial Analyst

Intern

University of Pennsylvania - The Wharton School

William Paterson University of New Jersey- Christos M. Cotsakos College of Business

Saint Augustine Prep

Recommendations: 0

Investments

Equities

Portfolio Management

Asset Allocation

Finance

Private Equity

Hedge Funds

Mutual Funds

Eric Salzer, CFA

Investment Analyst - Vanguard Institutional Advisory Services

Greater Philadelphia Area

Investment Analyst - Vanguard Institutional Advisory Services

Research Associate - Municipal Credit Research

Fund Financial Analyst - Fixed Income Security Pricing and Derivatives

Institutional Risk Management Internship

Client Relationship Associate

Technical Support Specialist

Computer Consultant

Teacher's Assistant

Bucknell University

Dwight-Englewood School

Recommendations: 0

e****[email protected]

Jayme Anne Goldberg

Co-founder

Greater Philadelphia Area

Co-founder

Chief Strategy Officer

Investment Analyst

Columbia University - Columbia Business School

Penn State University

Recommendations: 0

Financial Analysis

Strategic Planning

Capital Markets

Marketing

Public Speaking

Business Strategy

New Business Development

Social Media

James Caraluzzi

Analyst

Greater Philadelphia Area

Analyst

Investment Analyst

IFS Operations Associate

Assistant Trainer

Finance Intern

Rutgers, The State University of New Jersey - Rutgers Business School

Freehold Township High School

Recommendations: 0

Bloomberg Terminal

Financial Modeling

Financial Analysis

Alternative Investments

Portfolio Management

Hedge Funds

Asset Managment

Valuation

Johan Detter

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Research Associate

Teaching Assistant, Corporate Finance

Summer Analyst

2016 Level III CFA Candidate

Trinity College

University of Sydney

St. Petri Skola

Recommendations: 0

Financial Modeling

Private Equity

Valuation

Investment Management

Equity Valuation

Portfolio Management

Equity Research

Investments

David DeVita, CFA, CFP

Client Advisor

Greater Philadelphia Area

Client Advisor

Investment Analyst

Investment Manager

Financial Planner

Internship

Susquehanna University

Columbia Business School

Recommendations: 0

Asset Allocation

Investments

Equities

Investment Strategies

Mutual Funds

Fixed Income

Due Diligence

Value Investing

Andrew Mariniello

Partner

Greater Philadelphia Area

Partner

Associate

Summer Associate

Summer Law Clerk

Investment Analyst, Real Estate Investments

Coordinator Stadium Tours

University of Pennsylvania Law School

Georgetown University

Recommendations: 0

Venture Capital

Private Equity

Capital Markets

Corporate Law

Mergers & Acquisitions

Depositions

Securities

Legal Research

Dan Williams, CFA, CFP®

Investment Analyst

Greater Philadelphia Area

Investment Analyst

Executive Action Response Associate

Correspondence Associate

Client Services Rep

Staff Accountant

The American College

Lafayette College

Conestoga High School

Recommendations: 0

Joseph Muzaurieta

Research Editor

Greater Philadelphia Area

Research Editor

Judicial Intern

Law Clerk for Convenient Care Association (CCA)

Law Clerk for Associate General Counsel

Investment Analyst

General Manager

Store Sales Manager

Assistant Trader / Analyst Intern

Temple University - James E. Beasley School of Law

Rutgers University - Rutgers Business School

Recommendations: 0

Legal Writing

Legal Research

Financial Analysis

Investments

Team Leadership

Business Analysis

Sales

Valuation