Top Investment Managers in Greater Boston Area
Doug Rogers
Senior Vice President, Investment Strategist
Greater Boston Area
Senior Vice President, Investment Strategist
Managing Director, Sr. Investment Manager
Vice President
Performance Analyst
Fixed Income Analyst and Marketing Assistant
Lehigh University
Recommendations: 7
Strategic Asset Allocation
Investment Writing
Client Communication
Asset Allocation
Investments
Portfolio Management
Equities
Mutual Funds
d****[email protected]
Ren Whiting
Director of Web Services
Greater Boston Area
Director of Web Services
Group Planning Manager & Senior Product Manager
Principal
Business Development Analyst (Summer Internship)
Investment Manager / Analyst
Cornell University - S.C. Johnson Graduate School of Management
Trinity College-Hartford
Noble and Greenough School
Recommendations: 6
Product Management
Analytics
Product Marketing
SaaS
Business Analysis
Strategic Partnerships
Strategy
Competitive Analysis
l*****@cornell.edu
Parth Chakrabarti
Senior Director - Transactions
Greater Boston Area
Senior Director - Transactions
Global Director (Portfolio & Market Expansion)
Manager, Strategic Innovation
Investment Manager
Associate Scientist
Harvard Business School Executive Education
Harvard University
ISB (Wharton & Kellogg School of Management)
Indian Institute of Technology
Nagpur University
Recommendations: 5
Business Strategy & Innovation Management
New Business Development
Pharmaceuticals/Biotechnology
Strategic Marketing
Business Strategy
Innovation Management
Medical Devices
Pharmaceuticals
p****[email protected]
p****[email protected]
Samuel (Mooly) Dinnar
Executive, Consultant, Teacher - Strategy, Venture, and Dispute Resolution
Greater Boston Area
Executive, Consultant, Teacher - Strategy, Venture, and Dispute Resolution
Board Member
Teaching Faculty at Harvard Negotiation Institute (HNI)
Board Member
Board Member
Senior Negotiation Instructor, Mediator
Vice President, Corporate Development
Venture Consultant - Strategy, Venture, and Dispute Resolution
Vice President, Sales and Marketing, Commercial Affairs
President, Ryan International Subsidiary
Director, Engineering, Product Line Manager
Venture Capital Investment Manager
Vice President of Programs, Sales and Marketing, Head of Division - Silver Arrow
Flight Test Program Manager
Aerospace Engineering Team Member - SciCraft
Harvard Business School
Harvard Law School
Harvard Business School
Technion - Israel Institute of Technology
Technion - Israel Institute of Technology
FAA Certified
Recommendations: 3
Start-ups
Strategy
Mergers & Acquisitions
Entrepreneurship
Corporate Development
Management
Leadership
Business Development
s****[email protected]
Andy Logan
Director - Global Solutions
Greater Boston Area
Director - Global Solutions
Branding/Marketing Consultant
Strategic Planning Manager
Business Unit Manager
Vice President, Investment Manager
Management Consultant
Vice President, Merchandising
Director, Finance
Financial Analyst
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Georgetown University
Recommendations: 3
Strategic Planning
Multi-channel Retail
Financial Analysis
Entrepreneurship
Competitive Analysis
Management Consulting
Financial Modeling
Business Strategy
a****[email protected]
David Shapiro
Managing Partner
Greater Boston Area
Managing Partner
Founding Managing Partner
Managing Partner
Co-Founder and COO
Investment Manager, Private Equity
Director
Sr. Vice President Corporate Development and Business Development
GE Asset Management account
Yale University
Tuck School of Business at Dartmouth
Recommendations: 1
Venture Capital
Strategy
Corporate Development
Business Strategy
Private Equity
Business Development
Strategic Partnerships
Mergers & Acquisitions
d*****@greatpointcap.com
g****[email protected]
James Urbati
Vice President of Strategy
Greater Boston Area
Vice President of Strategy
Real Estate Investment Manager
Freelance Consultant
Founder and CEO
Director of Marketing
General Manager
Boston University
Recommendations: 1
Real Estate
Negotiation
Short Sales
Strategic Planning
Liquidation
Small Business
Residential
Business Strategy
j*****@entrestart.com
Rick Toney
Managing Principal
Greater Boston Area
Managing Principal
Managing Principal
Director Of Asset Management
Director of Asset Management
Director Of Asset Management
Senior Asset Manager
Senior Asset Manager
Asset Manager
Senior Investment Manager
Senior Tax Accountant
Assistant Cashier
Fortune Builders
University of Southern California
University of California, Los Angeles
Xavier University
University of Cincinnati
New Richmond High School
Recommendations: 1
Asset Management
Tax Credits
Portfolio Management
Investments
Credit
Affordable Housing
Asset Managment
Due Diligence
r*****@mesarealtyadvisors.com
Ana Maria Reyes Perez
Senior Portfolio Manager
Greater Boston Area
Senior Portfolio Manager
Trading Desk Coordinator
Investment Manager
Fixed Income Trader
Instituto de Estudios Bursatiles
Pontificia Universidad Javeriana
Recommendations: 0
Financial Analysis
Capital Markets
Análisis financiero
Investments
Business Strategy
Comercio
Inversiones
Mercado de capitales
a****[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]
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]
Paal Gisholt
President and CEO
Greater Boston Area
President and CEO
General Partner
Investment Manager
Business Analyst
Harvard Business School
Dartmouth College
Recommendations: 0
p****[email protected]
p****[email protected]
Celina Adams
Chief Philanthropic Officer
Greater Boston Area
Chief Philanthropic Officer
Senior Program Officer
Global Community Investment Manager
Educator
University of New Hampshire
University of New Hampshire
Recommendations: 0
Philanthropy
Nonprofits
Corporate Social Responsibility
Non-profits
Community Outreach
Strategy
Sustainability
Program Development
c*****@nhcf.org
Jonathan Poole
Senior Vice President, Strategic Planning & Portfolio Management (Interim), Shire HGT
Greater Boston Area
Senior Vice President, Strategic Planning & Portfolio Management (Interim), Shire HGT
Senior Director, Planning and Portfolio Management, Shire HGT
Director, Corporate Finance
Senior Vice President - Finance
Board Member, Audit Committee Chair
Investment Manager
Chief Financial Officer
Senior Vice President - Finance, Shire HGT
Vice President - Finance, Shire HGT
Investment Banking Associate
Chief Financial Officer
Senior Vice President Finance
Investment Banking Associate
London Business School
Durham University
Recommendations: 0
Corporate Finance
Mergers
Business Planning
Private Equity
Venture Capital
R&D
Business Development
Technical Operations
p****[email protected]
Alex Jovanovic, CFP®
Investment Manager
Greater Boston Area
Investment Manager
Vice President of the Church Board
Vice President
Leadership Team
Marketing Assistant
Suffolk University - Sawyer Business School
Callan College for Investment Managers
Tufts University
Recommendations: 0
a****[email protected]
Adam J.
Board Member
Greater Boston Area
Board Member
Investment Manager
Board Member
Partner
Board Member
Board Member
Board Member
Board Member
Senior Venture Investor - Bose Ventures, Corporate Development Manager
Board Member
Board Observer
Board Observer
Cornell University - Johnson Graduate School of Management
Bentley University
Recommendations: 0
a****[email protected]
Lester Duke
Senior Vice President
Greater Boston Area
Senior Vice President
Private Markets Investment Manager
Vice President
Vice President
Hamilton College
New York University - Leonard N. Stern School of Business
other
Recommendations: 0
Alternative Investments
Investments
Portfolio Management
Private Equity
Asset Allocation
Due Diligence
Analysis
Venture Capital
l****[email protected]
Jason Fisherman
Chairman, Board of Directors
Greater Boston Area
Chairman, Board of Directors
Member, Board of Directors
Member, Board of Directors
Advisor
Co-Founder, President and CEO
Member, Board Of Directors
Managing Director, Partner, Senior Investment Manager
Member, Board of Directors
Chief Executive Officer and Member, Board of Directors
Managing Director
University of Pennsylvania - The Wharton School
Harvard Medical School
University of Pennsylvania School of Medicine
Recommendations: 0
Corporate Development
Venture Capital
Private Equity
Mergers
Due Diligence
Start-ups
Valuation
Strategy
j****[email protected]
Carmen Panacopoulos
Sr. Relationship Manager
Greater Boston Area
Sr. Relationship Manager
Board Member
Vice President & Client Manager/ Commercial Term Lending
Vice President/Relationship manager- Commercial Real Estate Division
Board Member
Board Member
Senior Community Investment Manager
Senior Asset Manager
Simmons College
Simmons College - Simmons School of Management
Northeastern University
Massachusetts Institute of Technology
Massachusetts College of Liberal Arts
Lynn Classical High School
Recommendations: 0
Affordable Housing
Asset Managment
Portfolio Management
Investments
Real Estate Economics
Credit
Underwriting
Tax Credits
c****[email protected]
Jesse Searby
Senior Advisor - Business Development, Automation & Technology
Greater Boston Area
Senior Advisor - Business Development, Automation & Technology
Board Advisor
Senior Vice President, Strategy & Corporate Development
Board Of Directors
Investment Manager
University of Vermont
Northfield Mount Hermon
Recommendations: 0
j****[email protected]
j****[email protected]
Eric Sears
Assistant Vice President
Greater Boston Area
Assistant Vice President
Senior Pension Investment Manager
Supervisor - Performance Measurement
Senior Investment Officer
Market Risk Analyst
Boston College Carroll School of Management
Bentley University
Recommendations: 0
Asset Management
Hedge Funds
Asset Allocation
Due Diligence
Investments
Portfolio Management
Securities
Pensions
e****[email protected]
Christopher Payton
Entrepreneurial Management Teaching Fellow
Greater Boston Area
Entrepreneurial Management Teaching Fellow
Co-Founder and Managing Director
Founding Partner
Research Associate
Senior Investment Manager
Charles M. Williams Teaching Fellow
Summer Associate
Senior Analyst
Harvard Business School
University of Waterloo
University of Toronto Schools
Recommendations: 0
David Iderstein
Sales and Brand Management
Greater Boston Area
Sales and Brand Management
Consultant
Acquisitions Analyst
Analyst
Investment Manager
Babson College
Recommendations: 0
Financial Analysis
Real Estate
Strategic Planning
Investments
Financial Modeling
Asset Management
Valuation
Due Diligence
v****[email protected]
Bonnie Burgett
Co-founder
Greater Boston Area
Co-founder
Vice President
Investment Manager
Development Manager
Massachusetts Institute of Technology
Boston College
Ursuline Academy
Recommendations: 0
Real Estate
Real Estate Economics
Disposition
Asset Managment
Valuation
Due Diligence
Financial Modeling
Real Estate Development
b****[email protected]
b****[email protected]
Dongliang Yang
CEO and Co-Founder
Greater Boston Area
CEO and Co-Founder
Investment Manager
MA Student of Economics
Analyst
Intern
Research Assistant
Teaching Assistant
Research Assistant
Research Assistant
Boston University
University of Pittsburgh
University of Science and Technology of China
The Hong Kong University of Science and Technology
Recommendations: 0
Entrepreneurship
Private Equity
International Trade
VC
Recycling
Start-ups
Research
Investments
y****[email protected]
Vessel Nicolov
Investment Manager
Greater Boston Area
Investment Manager
MBA, Arizona State University
Recommendations: 0
v****[email protected]
Kiersten CFA
Financial Consultant/Volunteer
Greater Boston Area
Financial Consultant/Volunteer
Client Investment Manager
Senior Research Consultant
Vice President, Institutional Portfolio Manager
Vice President, Equity Analyst
Portfolio Manager, Analyst
Portfolio Manager, Analyst
Georgetown University
Recommendations: 0
