Top Investment Directors in Greater Boston Area
Patrick Walsh
Investor, Investment Manager, Investment Director
Greater Boston Area
Investor, Investment Manager, Investment Director
Investor
Investor, Member of the Board of Directors
Investor, Member of the Board of Directors, Chairman of the Board
Investor, Board Observer, Member of the Board of Directors
Boston University Questrom School of Business
Recommendations: 8
Open Source
Digital Media
Analytics
Cloud Computing
3D graphics
Start-ups
SaaS
Product Management
p****[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]
R. Dino Davis, CFA
Institutional Portfolio Manager
Greater Boston Area
Institutional Portfolio Manager
Director, North American Business Development
Vice President - Business Development & Consultant Relations
Investment Director for Non US Equities
Head of Equity Product Strategy and Institutional Portfolio Manager
Relationship Manager
Director of Business Development
Operations Manager
Officer
Babson College
Cornell University
Frankfurt American High School
Recommendations: 3
Portfolio Management
Investments
Capital Markets
Series 7
Asset Management
Investment Management
Institutional Investments
Chartered Financial Analyst
r****[email protected]
Chris Parker, CFA
Senior Investment Director
Greater Boston Area
Senior Investment Director
Graduate
Development Associate/Officer
Tutor
Program Manager, Asian Cultural History Program
Intern
Actor
Yale University - Yale School of Management
Columbia University in the City of New York
The Key School
Recommendations: 1
Nonprofits
Theatre
Financial Modeling
Data Analysis
Valuation
Economics
Financial Analysis
Research
c****[email protected]
Trip Smith
Associate Investment Director
Greater Boston Area
Associate Investment Director
Senior Investment Associate
Investment Associate
Investments Intern
Communications Intern
Photographic Database and Video Production Intern
Colby College
Recommendations: 1
Financial Modeling
Microsoft Office
Data Analysis
Public Speaking
Research
t****[email protected]
Alexa Rachlin
Principal
Greater Boston Area
Principal
Investment Director
Marketing and Investor Relations
Associate in Private Wealth Management
Analyst
Harvard Business School
Harvard University
Recommendations: 0
a****[email protected]
a****[email protected]
Sven Harmsen
Director External Ventures
Greater Boston Area
Director External Ventures
Member of Board of Directors
Investment Director, Performance Materials
Board Observer
Company Name
BASF Venture Capital
Stanford University
Julius-Maximilians-Universität Würzburg
Julius-Maximilians-Universität Würzburg / University of Wuerzburg
Recommendations: 0
International Project Management
R&D
Global Business Development
Lifesciences
Biotechnology
Venture Capital
Start-ups
Board of Director experience
s****[email protected]
Daniel Burke
Director, Consultant Relations
Greater Boston Area
Director, Consultant Relations
Investment Director - Alternatives
Director, North American Marketing
Chief Investment Officer; Senior Vice President
Portfolio Manager and Sales Director
Litigation Attorney
Babson College - Franklin W. Olin Graduate School of Business
Boston College
Boston College Law School
Recommendations: 0
Consultant Relations
Leadership
Investment Strategies
Institutional Investments
Investment Consulting
Institutional Sales
Private Foundations
Endowment Funds
b****[email protected]
Ralph Jaeger
Managing Director
Greater Boston Area
Managing Director
Co-Head of International PE Research
Director
Investment Director
Investment Manager
Associate
Hochschule Reutlingen
Middlesex University
Universitat de Barcelona / University of Barcelona
Recommendations: 0
Alternative Investments
Private Placements
Emerging Markets
Investments
Private Equity
Management
Venture Capital
Valuation
r****[email protected]
Shane Levy
Associate Investment Director
Greater Boston Area
Associate Investment Director
Investment Associate
Investment Office Intern
Teaching Assistant
Fundraiser
Macalester College
Recommendations: 0
s****[email protected]
Tod CFA
Director, Strategy and Research
Greater Boston Area
Director, Strategy and Research
Managing Director
Managing Director
Member, Advisory Board and Investment Committee Member, Pennington Alternative Investment Management
Managing Director
Associate
Managing Director
Senior Associate
Senior Investment Director
Vice President
Associate
CFA Institute
Columbia Business School
Tufts University - Fletcher School of Law and Diplomacy
Recommendations: 0
Credit Analysis
Valuation
Team Management
Financial Modeling
Leveraged Finance
Mezzanine
Risk Management
Debt
t****[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]
Dhiraj Malkani
Partner
Greater Boston Area
Partner
Investment Director
Partner
Director, Photonics Center Business Incubator
Sr Engineer
Yale University - Yale School of Management
Boston University
VJTI, University of Mumbai
Recommendations: 0
Competitive Analysis
Financial Analysis
Analytical Skills
Start-ups
Business Strategy
Renewable Energy
Product Development
Entrepreneurship
d****[email protected]
Era Fuchik
Senior Investment Director
Greater Boston Area
Senior Investment Director
Senior Investment Performance Analyst
Client Operations Lead Analyst
Managing Director
Investment Performance Analyst
Associate Consultant
Investment Performance Sr. Associate
Assistant Manager, Client Operations Group London
Investment Performance Associate
Consultant
Sr. Investment Director
Lafayette College
Recommendations: 0
Asset Allocation
Alternative Investments
Investment Strategies
Investments
Hedge Funds
Equities
Private Equity
Fixed Income
e****[email protected]
Elisabeth Lind Jones, CFA
Senior Investment Director
Greater Boston Area
Senior Investment Director
Associate
Tufts University
Recommendations: 0
e*****@cambridgeassociates.com
e****[email protected]
Craig Anzlovar, CFA
Fixed Income Client Portfolio Manager
Greater Boston Area
Fixed Income Client Portfolio Manager
Fixed Income Institutional Portfolio Manager
Vice President, Fixed Income Investment Director
Fixed Income Investment Consultant
Lead Trust Accountant
Portfolio Administrator
Babson College
Fairfield University
Recommendations: 0
Investments
Fixed Income
Client Relations Skills
Product Management
Portfolio Management
Mutual Funds
Series 7
Series 63
c****[email protected]
John CFA
Investment Director
Greater Boston Area
Investment Director
Boston College Carroll School of Management
Wake Forest University
Recommendations: 0
Private Equity
Fund Of Funds
Buyouts
Alternative Investments
j****[email protected]
Karl Wichorek
Investment Director
Greater Boston Area
Investment Director
Associate Investment Director
Senior Investment Associate
Investment Associate
Summer Analyst
Writer / Research Analyst
Harvard University
Recommendations: 0
Microsoft Excel
Visual Basic
R
MySQL
SQL
Python
Bloomberg
Data Analysis
w****[email protected]
Jacob Weinstein, CFA
Senior Analyst, Asset Allocation Research
Greater Boston Area
Senior Analyst, Asset Allocation Research
Investment Director
Trust Officer
Senior Portfolio Administrator
The University of Chicago - Booth School of Business
Tufts University
Recommendations: 0
Equities
Alternative Investments
Investments
Bonds
Portfolio Management
Fixed Income
Asset Managment
Financial Markets
j****[email protected]
Rick J. Polsinello, CIMA
Investment Director, Fixed Income
Greater Boston Area
Investment Director, Fixed Income
Internal Specialist (SMA, WMS, ASG)
Associate Consultant
Financial Consultant
Financial Analyst
Financial Advisor
Pension Analyst
Providence College
Christian Brothers Academy (Albany, NY)
Recommendations: 0
Investments
Funding
Mutual Funds
Asset Allocation
Investment Strategies
Series 7
Finance
Bonds
r****[email protected]
Spencer Cheng
Associate
Greater Boston Area
Associate
Intern
Associate Investment Director
Summer Associate
Massachusetts Institute of Technology - Sloan School of Management
Skidmore College
Recommendations: 0
