Top Portfolio Managers in Greater Boston Area
Polly Tandon
Sr. User Experience Manager
Greater Boston Area
Sr. User Experience Manager
Portfolio Manager Digital Video Cameras and Connected Software / Interaction Design Manager
Manager, Product Design Group (APPS)
Technical Project Lead
Technical Project Lead
Director Web Site Development
Web Designer
Instructional Technology Specialist
Scientific Illustrator
Graduate Assistant
University of Kansas
University of Arkansas
Recommendations: 36
User Interface Design
User Experience
Information Architecture
Visual Design
Project Management
Web Design
Usability
Business Analysis
k****[email protected]
Sue Fehser
Senior Technical Recruiter
Greater Boston Area
Senior Technical Recruiter
Co-Founder / Sr Recruiter
Senior Tech Recruiter
Sr. Recruiter
Attorney
Attorney
Associate Portfolio Manager
Cornell Law School
Boston College
Ridgewood High School
Recommendations: 28
Ruby on Rails
Recruiting
Technical Recruiting
Web Development
User Experience
jQuery
PHP
XML
s*****@riverviewrecruiting.com
Kenneth Graves
Company Name
Skyhook
Greater Boston Area
Company Name
Skyhook
CTO & Data Scientist
Consultant
Investment Banking Specialist
Executive Portfolio Manager
Babson College - Franklin W. Olin Graduate School of Business
University of California, Santa Cruz
Modesto Junior College
Recommendations: 12
R
Data Analysis
Data Science
Machine Learning
Financial Modeling
Financial Analysis
Finance
Quantitative Analytics
Peter Chiappinelli, CFA CAIA
Portfolio Strategist, GMO Asset Allocation
Greater Boston Area
Portfolio Strategist, GMO Asset Allocation
Class of 1987 Class Agent
Past President and Founder
Alternatives Investments Committee
SVP, Institutional Portfolio Manager
Managing Director, Investment Strategy & Research
Director, Institutional Marketing
Sr. Brand Manager
Sr. Product Manager
University of Pennsylvania - The Wharton School
Université de Bourgogne
Carleton College
John Jay HS
Recommendations: 10
Hedge Funds
Asset Allocation
Investment Strategies
Portfolio Management
Investments
Investment Management
Mutual Funds
Alternative Investments
c****[email protected]
Akshay Kumar Sharma
Vice President
Greater Boston Area
Vice President
Practice Director / Chief Architect - Capital markets division
Sr Practice Manager - Business Technology Services
Architect cum Portfolio Manager
Enterprise Applicaiton Integration (EAI) Architect
Management Trainee - Software
Software Engineer
Trainer
Software Engineer
Nagpur University
MPS
Recommendations: 9
Solution Architecture
Global Delivery
Key Account Development
Enterprise Architecture
P&L Responsibility
Business Development
Pre-sales
SOA
a****[email protected]
George Ph.D.
Senior Product Portfolio Manager
Greater Boston Area
Senior Product Portfolio Manager
Global Product Manager
X-Ray Advanced Imaging & Clinical Applications Engineer
Senior Research Scientist
Senior Applications Engineer
Applications Scientist
Postdoctoral Research
Research Assistant
Ohio University
Ohio University
Recommendations: 8
Matlab
Labview
Fortran
Imaging
Mathematica
Image Processing
Digital Imaging
Physics
g****[email protected]
Jude Pearson
Car Girl Auto Broker
Greater Boston Area
Car Girl Auto Broker
Elite Audi Brand Specialist
Elite Audi Brand Specialist
Audi Brand Specialist
Group Fitness Instructor
General Manager
Portfolio Manager
Client Advisor
Client Advisor
Recommendations: 8
Customer Service
Public Speaking
Sales Management
Sales
Microsoft Office
Internet Technologies
Sales Process
Marketing
j****[email protected]
Trish Leonard
Senior Vice President Director of Operations
Greater Boston Area
Senior Vice President Director of Operations
Property Management Consultant - Broker
Regional Director Of Property Management
Portfolio Manager
Property Manager
Realtor
Recommendations: 7
Affordable Housing
HUD
LIHTC
Property Management
Real Estate
Tax Credits
Apartments
Asset Managment
t****[email protected]
Mark Hardmon
Director of Program Management
Greater Boston Area
Director of Program Management
Portfolio Manager
Manager, Project Management
Sr. Director, Program Management
Director of Project Management
Technical Product Manager/Program Manager
Production Manager
Manufacturing Engineer
Southern New Hampshire University
Northeastern University
Recommendations: 7
Product Development
Program Management
Cross-functional Team Leadership
Strategic Planning
Business Process
Portfolio Management
Planning
Manufacturing
m****[email protected]
Leo J Barrett Jr
Vice President, Commercial Lending
Greater Boston Area
Vice President, Commercial Lending
Senior Commercial Loan Officer
Managing Director, Portfolio Manager
Managing Director
Underwriter
Corrections Officer
Bentley University
Malden Catholic High School
Lynnfield
Recommendations: 7
Portfolio Management
Underwriting
Loans
Commercial Lending
Mortgage Lending
Insurance
Credit
Finance
l****[email protected]
l****[email protected]
Edward M. Wadman CPM®
Portfolio Manager
Greater Boston Area
Portfolio Manager
Property Manager
Property Management Services
General Manager
General Manager
Property Manager
Condominium Property Manager
Condominium Portfolio Property Manager
University of Massachusetts at Amherst - Isenberg School of Management
Recommendations: 7
Condos
Property Management
e****[email protected]
Karl Farmer, CFA
Portfolio Manager
Greater Boston Area
Portfolio Manager
Senior Portfolio Manager
Portfolio Manager
Equity Analyst
Corporate Development Program Associate
Equity Analyst
Actuarial Analyst
University of Pennsylvania - The Wharton School
Texas A&M University
Recommendations: 7
Chartered Financial Analyst (CFA)
Asset Management
Investments
Fundamental Research
Investment Advisory
Equities
Series 7
Portfolio Management
k****[email protected]
Patrick Gregory, CFA
Portfolio Manager - Equities
Greater Boston Area
Portfolio Manager - Equities
Director, Hughey Center for Financial Services
Director, Graduate Programs in Finance
Analyst
Analyst/Intern
Recommendations: 6
Asset Allocation
Portfolio Management
Valuation
Investment Strategies
Risk Management
Research
Morningstar
Equity Valuation
p****[email protected]
William Aina Anibaba
Utilization Management
Greater Boston Area
Utilization Management
Manager - MPE Unit
Professional Relations
Utilization Management
Financial Advisor
MBA 2009
Portfolio Manager
Medical Officer
House Officer
Hult International Business School
University of Ibadan
Recommendations: 5
Analysis
Insurance
Financial Modeling
Financial Analysis
Business Strategy
Data Analysis
Budgets
Finance
a****[email protected]
Maria Arabatzis
Portfolio Manager and Social Investment Coordinator
Greater Boston Area
Portfolio Manager and Social Investment Coordinator
Portfolio Manager and Social Investment Coordinator
Alumni Panelist
Student Consultant
Co-Founder of Green Run 5k Road Race
Financial Planning and Analysis Intern
Admissions Tour Guide, Clark Diarist, and Senior Interviewer
Varsity Women's Basketball Manager
Corporate Finance Intern
Clark University Graduate School of Management
Clark University
Thornton Academy
Recommendations: 5
Research
Microsoft Excel
Data Analysis
PowerPoint
Public Speaking
Microsoft Office
Organization
Organization & prioritization skills
m****[email protected]
John Harmon, PMP
Global IT Program Manager
Greater Boston Area
Global IT Program Manager
Workday Program Manager
Project Portfolio Manager
Senior Project Manager
Director
Managing Principal
Project Manager
Project Manager
Special Projects Coordinator
Special Projects Coordinator
Duke University
Weston High School
Recommendations: 4
Program Management
Project Portfolio...
Project Planning
Vendor Management
Requirements Analysis
Quality Assurance
Budget Management
SOA
j****[email protected]
Christopher Larson
Portfolio Manager
Greater Boston Area
Portfolio Manager
Director, Decision Support
Senior Financial Analyst - Corporate Financial Planning & Analysis
Associate Director, Portfolio Analysis
Research Scientist
Senior Manager, Portfolio Analysis
Director, Portfolio Analysis
R&D Finance Manager
University of Rochester - Simon Business School
Stanford University
Hobart College
Recommendations: 4
Forecasting
Competitive Analysis
Cross-functional Team Leadership
R&D
Pharmaceutical Industry
Financial Analysis
Project Management
Medical Devices
c****[email protected]
Mollye (Wolahan) Lockwood
Vice President Real Estate & Community Development
Greater Boston Area
Vice President Real Estate & Community Development
Deputy Director
Principal
Director of Community Development
Portfolio Manager
Asset Manager
Director, Product & Service Development
Manager, Performance Reporting & Analysis
Assistant Vice President
Senior Financial Analyst
Massachusetts Institute of Technology
Bowdoin College
Recommendations: 4
Affordable Housing
Redevelopment
Real Estate Development
Economic Development
Community Development
Zoning
Tax Credits
Budgets
m****[email protected]
Jordan Cohen
Real Estate Consultant, Underwriting and Originations
Greater Boston Area
Real Estate Consultant, Underwriting and Originations
Senior Consultant
Capital Markets, Private Banking and Portfolio Management
Acquisitions and Portfolio Manager
Hedge Fund Analyst and Assistant Editor
Summer Intern
Tufts University
Bexley High School
Recommendations: 3
Private Equity
Due Diligence
Investments
Asset Management
Real Estate
Mergers & Acquisitions
Portfolio Management
Capital Markets
j****[email protected]
Cate Adams
Vice President, Commercial Lending
Greater Boston Area
Vice President, Commercial Lending
Vice President, Commercial Relationship Manager, Commercial Enterprise Banking
Vice President, Portfolio Manager
Sales and Onsite Trainer
Marketing Coordinator
Bridgewater State College
Hingham High School
Recommendations: 3
Credit
Banking
Commercial Banking
Small Business Lending
Commercial Lending
Finance
Credit Risk
Credit Cards
c****[email protected]
Mathieu Fourcade
Senior Product Portfolio Manager
Greater Boston Area
Senior Product Portfolio Manager
Product Marketing Manager
Founder
Technical Support Engineer
Pre-Sales Engineer Intern
Grenoble Institute of Technology
Recommendations: 3
HTML
CSS
JavaScript
jQuery
AJAX
PHP
SQL
MySQL
m*****@mfourcade.com
Brian CISSP
Associate Director, Technology & Business Solutions
Greater Boston Area
Associate Director, Technology & Business Solutions
Senior Manager - Information Technology
Owner/President
Associate Director
Portfolio Manager - Business Technology
Customer Relationship Manager – Corporate IT
Project Manager – Corporate IT
Architect/Developer/Systems Engineer – R&D IT
Senior Systems Consultant
Account Manager
Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Rochester Institute of Technology
Recommendations: 3
Project Portfolio Management
Program Management
Project Management
Information Security
Business Continuity Planning
IT Risk Management
Information Governance
Security Clearance
b****[email protected]
b*****@jalet.org
Ross Gimbel
Area Facility Manager
Greater Boston Area
Area Facility Manager
Owner/Operations Manager
Facility Portfolio Manager
Associate Project Supervisor
Video Replay Coordinator
Field Supervisor
Tufts University
Recommendations: 3
r****[email protected]
Lee Sterne, CFA
ETF Strategist
Greater Boston Area
ETF Strategist
Managing Director
Head of US Fixed Income Index and iShares
Senior Portfolio Manager
Portfolio Manager
Senior Fixed Income Trader
Vice President
Vice President
Colgate University
Recommendations: 3
Fixed Income
Portfolio Management
Credit Portfolio...
ETFs
Fixed Income Trading
Trading
SEC compliance
ERISA
l*****@yahoo.com
Cindy Brandi
Vice President, Portfolio Manager
Greater Boston Area
Vice President, Portfolio Manager
Vice President, Senior Technical Project Manager
Operations Manager, Lockbox Department
Northeastern University
University of Massachusetts Boston
Recommendations: 3
Project Portfolio Management
Program Management
Vendor Management
PMP
Testing
Integration
Resource Management
MS Project
c****[email protected]
Meghan Liddy
Vice President
Greater Boston Area
Vice President
Senior Vice President, Business Banking Officer
Vice President/Regional Commercial Lending Manager
AVP, Commercial Lending
AVP, Portfolio Manager
University of Massachusetts Lowell
University of Massachusetts, Amherst
Recommendations: 3
Loans
Credit
Commercial Lending
Portfolio Management
Business Development
New Business Development
Leadership
Management
m****[email protected]
Chris Cagliuso
Development Officer
Greater Boston Area
Development Officer
MBA Candidate
Senior Development Associate
Development Manager, Steinhhardt School Education, Culture, and Human Development
Assistant Portfolio Manager
Associate I, Associate II, Account Manager
New York University - Leonard N. Stern School of Business
Hamilton College
Phillips Exeter Academy
Methuen High School
Recommendations: 3
Bloomberg
Excel
Process Improvement
Writing
Microsoft Excel
Mutual Funds
Accounting
Economics
c****[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]
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]
Geraldine Alias
Portfolio Manager
Greater Boston Area
Portfolio Manager
Board Observer
Principal
Principal
Board of Directors
Board of Directors
Board Observer
Board Observer
Board Observer
Vice President
Summer Associate
Associate
Business Analyst
Harvard Business School
Princeton University
Recommendations: 2
Venture Capital
Private Equity
Start-ups
Entrepreneurship
Strategy
Corporate Development
Enterprise Software
Mergers & Acquisitions
g****[email protected]
Catherine Ryan, CFA
Executive Vice President of Administration
Greater Boston Area
Executive Vice President of Administration
Fiduciary
VP/PM
Portfolio Manager
Systems Analyst/Programmer
Boston College - Wallace E. Carroll Graduate School of Management
State University of New York College at Plattsburgh
University of Liverpool
Recommendations: 2
Portfolio Management
Equities
Investments
Asset Allocation
Financial Analysis
Mutual Funds
Alternative Investments
Strategic Financial Planning
James O'Leary
Associate Director, Cell Culture Operations
Greater Boston Area
Associate Director, Cell Culture Operations
Manager, Media & Buffer Operations
Senior Reliability Engineer
Project Portfolio Manager
Process Engineer / Team Lead
Manufacturing Supervisor
Manufacturing Associate
Hochschule Reutlingen
La Salle University
Villanova University
Recommendations: 2
SAP
Cross-functional Team Leadership
GMP
LIMS
Documentum
Six Sigma
Operations Management
Maximo
j****[email protected]
Drew Dimmick
Business Development Manager - PaaS and 3rd Platform
Greater Boston Area
Business Development Manager - PaaS and 3rd Platform
Group Product Manager, PaaS
EB Cloud Solution Portfolio Manager
Senior Product Manager
Senior Solution Architect
Senior Consultant
Product Manager
Product Manager
Systems Engineer
University of Arizona
Northfield Mount Hermon
Recommendations: 2
Cloud Computing
Product Management
Storage
HP
Networking
SaaS
Managed Services
ITIL
d*****@dimmick.net
Ceceilia Allwein
Portfolio Manager - Cards
Greater Boston Area
Portfolio Manager - Cards
Engagement Manager - Financial Services
Consultant - Brand Strategy
Institutional Advancement Manager
Community Manager
New England Conservatory of Music
Middlebury College
Recommendations: 2
Fundraising
Development...
Public Speaking
Music Theory
Copywriting
Contemporary Music
Arts Administration
Digital Strategy
c****[email protected]
c****[email protected]
Robert III
Senior Vice President; Portfolio Manager
Greater Boston Area
Senior Vice President; Portfolio Manager
Financial Analyst II
Investment Representative
Boston College - Wallace E. Carroll Graduate School of Management
Boston College Carroll School of Management
Stonehill College
Recommendations: 2
Asset Allocation
Data Analysis
Entrepreneurship
Finance
Financial Risk
Investment Management
Investments
Management
b****[email protected]
Alec Murray
Equity Client Portfolio Manager
Greater Boston Area
Equity Client Portfolio Manager
Partner
Principal
Chief Operating Officer
Consultant
Managing Director
Associate Director of Equity Research, Analyst
Research Associate
The Tuck School of Business at Dartmouth
Colby College
Recommendations: 2
Executive Coaching
Executive Assessment
Business Strategy
Leadership Development
Consulting
Organizational Effectiveness
Mergers
Management Consulting
a****[email protected]
Gregory Bissett
Consultant
Greater Boston Area
Consultant
Financial Analyst - Future Leaders Program
Portfolio Manager
Technology Leadership Development Program Intern
Student Consultant
Leasing and Financing Intern
Student Consultant
Business Development Intern
Chief Financial Officer
Babson College
Gretchen Whitney High School
Recommendations: 2
g****[email protected]
Matthew Marshall
Portfolio Manager - Wine Division
Greater Boston Area
Portfolio Manager - Wine Division
Business Solutions Account Executive
Senior Account Executive (Large Business Specialist)
Assistant Athletic Traininer
Keene State College
Manchester Central High School
Biomet 3i Phase 3 Sales Training
Recommendations: 2
Sales
B2B
Account Management
Management
Sales Management
Solution Selling
Wine Tasting
Marketing Strategy
m****[email protected]
James Lineberger
District Sales Manager
Greater Boston Area
District Sales Manager
Mid-Market Account Manager
Business Development Associate
Analyst Intern - Pyramis Global Advisors
Portfolio Manager
Intern
Providence College
Bryant University
Recommendations: 2
Teamwork
Sales
Finance
Financial Analysis
Investments
Leadership
Data Analysis
Business Development
j****[email protected]
Michael Robert, PMP
Senior Program Development Associate / Senior Project Director
Greater Boston Area
Senior Program Development Associate / Senior Project Director
Senior Product Owner
Program Manager, Steam Turbine Products R&D
Department Manager, Unmanned Systems Maintenace, Repair and Overhaul
Program Portfolio Manager
Integrated Product Development Team Leader
Acting Program Manager
Field Operations Leader
Business Development Engineer
Systems Integration and Testing Manager
Pharmaceutical Facilities / Safety Leader and Robotic Workcell Development Team Leader
Pharmaceutical Program Development Engineer
Project Engineer, High Pressure Waterjet Lances
Project Engineer, Custom Automated Products
Mechanical Engineer
Captain, United States Army Ordnance Corps, 69TH ORDNANCE COMPANY
Isenberg School of Management, UMass Amherst
Worcester Polytechnic Institute
Defense Language Institute
Recommendations: 2
MS Project
Project Management
Italian
Testing
Integration
Project Planning
Manufacturing
Program Management
m****[email protected]
Kimberly Botz, MBA
Senior Acquisitions Analyst
Greater Boston Area
Senior Acquisitions Analyst
Senior Underwriting and Credit Risk Analyst
Area Financial Services Manager
Acquisition Analyst
Regional Credit Officer
Regional Marketing and Sales Analyst
Portfolio Manager
SEIT – Management Program Trainee
Advanced Teller
Quinnipiac University - School of Business
University of New Hampshire
Recommendations: 2
k*****@hotmail.com
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]
Shiva K.
Associate Editor
Greater Boston Area
Associate Editor
Postdoctoral Research Fellow
Mgr- External Collaborations and Research Alliances
Senior Director, Program and Alliance Management
Associate Director, Strategic Sourcing -R&D and Global Medical
Manager, Novartis Knowledge Center
Research Project and Portfolio Manager
Research Fellow-FTE
Director, Program and Alliance Management
University of Massachusetts, Amherst
Center for Cellular and Molecular Biology
Osmania University
Recommendations: 1
Market Research
Lifesciences
Molecular Biology
Biotechnology
Biochemistry
Cell Biology
Oncology
Genetics
s****[email protected]
s****[email protected]
Marc Wood
IT Project Manager
Greater Boston Area
IT Project Manager
Senior Director IT
IT Project Manager
VP & Senior Director, Information Technology at Liberty Mutual
IT Director
IT Consultant
IT Application Portfolio Manager
Ithaca College
Miami Dade College
Recommendations: 1
SDLC
Vendor Management
Business Analysis
PMP
PMO
IT Strategy
Project Portfolio Management
Requirements Gathering
m****[email protected]
Katrina Chaves
Junior Portfolio Manager
Greater Boston Area
Junior Portfolio Manager
Portfolio Administrator
Investment Specialist
Economics Research Assistant
Wealth Management Intern
Marketing Intern
Stonehill College
Recommendations: 1
k****[email protected]
Mike Malouf CFA
Analyst
Greater Boston Area
Analyst
Partner
Portfolio Manager
Analyst/PM
Analyst
Arizona State University
Recommendations: 1
Investment Management
Money Management
Financial Analysis
Financial Modeling
Financial Reporting
Corporate Finance
Valuation
Securities
m****[email protected]
H Krishnan
Portfolio Manager
Greater Boston Area
Portfolio Manager
Fund Manager
Portfolio Manager
Executive Director
Options Modeling
Columbia University in the City of New York
Brown University
Columbia University in the City of New York
Recommendations: 1
global macro
tactical asset allocation
portfolio management
managed futures
hedge funds
options strategies
Equities
Tactical Asset Allocation
h*****@liquidity.com
Jon Barnes
VP, Commercial Lender
Greater Boston Area
VP, Commercial Lender
AVP, Senior Commercial Credit Analyst
Commercial Credit Analyst / Portfolio Manager
Processing Manager
Loan Processor
New England School for Financial Studies
Advanced School of Commercial Lending
The School of Commercial Lending
New England College of Finance
Eastern Nazarene College
Recommendations: 1
Banking
Loans
Commercial Lending
Financial Analysis
Commercial Mortgages
Real Estate
Credit Risk
Credit Analysis
j****[email protected]
Amy Medugno
Regional Portfolio Manager
Greater Boston Area
Regional Portfolio Manager
Regional Operations Associate
Regional Financial Analyst
Property Manager
Property Manager
Endicott College
Merrimack College
Recommendations: 1
Budgets
Financial Analysis
Management
Training
Market
Operational Efficiency
Property Management
Apartments
a****[email protected]
a****[email protected]
Paul Antico
Founder & Chief Executive Officer
Greater Boston Area
Founder & Chief Executive Officer
Principal
Portfolio Manager
Massachusetts Institute of Technology
Baldwin Senior High School
Recommendations: 1
Portfolio Management
Public Speaking
Equity Research
Investments
Valuation
Asset Management
Teaching
Equity Valuation
t*****@alum.mit.edu
a****[email protected]
Timothy Woolston
Sr. Vice President/Investment Manager
Greater Boston Area
Sr. Vice President/Investment Manager
Managing Director
Chief Investment Officer/Director of Research/Sr. Portfolio Manager
Vice President/Sr. Portfolio Manager
Principal/Senior Vice President/Portfolio Manager
Vice President - Research
Investment Broker
Financial Consultant
The University of Connecticut School of Business
Le Moyne College
Recommendations: 1
Equities
Fixed Income
Portfolio Management
Investments
Asset Allocation
Client Facing Skills
Financial Markets
Strategy
t****[email protected]
Tony Brennan
Strategic Sales Director
Greater Boston Area
Strategic Sales Director
Sales Director
Director of Business Development
Account Executive
Senior Account Executive
Regional Sales Director
Portfolio Manager
University of Massachusetts
Salve Regina University
Deerfield Academy
Recommendations: 1
Leadership
Sales
New Business Development
Time Management
Customer Service
Account Management
Team Building
Marketing
t*****@hotmail.com
Jennifer DWS
Portfolio Manager, Partner
Greater Boston Area
Portfolio Manager, Partner
Portfolio Manager/Investment Analyst, Partner
Director
Vice President
Diploma Student
Wine & Spirit Education Trust
Trinity College-Hartford
Recommendations: 1
Megan Dart
Real Estate Agent
Greater Boston Area
Real Estate Agent
Attorney
Paralegal
Law Student
Portfolio Manager
Suffolk University Law School
Boston University
Notre Dame Academy
Recommendations: 1
Litigation
Estate Planning
Bankruptcy
Wills
Real Estate
Due Diligence
Civil Litigation
Trusts
m****[email protected]
David CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Managing Director/Senior Portfolio Manager
Senior Portfolio Manager
Suffolk University - Sawyer School of Management
University of Massachusetts, Amherst
Recommendations: 1
Investments
Wealth Management
Portfolio Management
Investment Management
Fixed Income
Asset Management
Investment Strategies
Separately Managed Accounts
d****[email protected]
Chris Oosterhuis
Portfolio Manager
Greater Boston Area
Portfolio Manager
Portfolio Manager
Student
Student
Associate
Analyst
Columbia Engineering
Recommendations: 0
Investments
Capital Markets
Portfolio Management
Fixed Income Analysis
Foreign Exchange
Options
Quantitative Finance
Hedge Funds
c****[email protected]
Kate Jackson
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Portfolio Manager
Research Associate
Stanford University Graduate School of Business
Harvard University
Recommendations: 0
Equities
Portfolio Management
Financial Modeling
Hedge Funds
Equity Research
Valuation
Investments
Asset Managment
k****[email protected]
Pierre-Edouard Planche
Product Portfolio Manager
Greater Boston Area
Product Portfolio Manager
Product Portfolio Management - Intern
Product Portfolio Management - Intern
Brand Development, Management and Marketing
Market Research Intern
Bates College
International School of Boston
Beaver Country Day School
Charles University in Prague
Recommendations: 0
Product Management
Product Requirement Definition
Brand Development
Project Management
Business Development
Business Strategy
Market Research
Competitive Analysis
p****[email protected]
Robert Sinnott
Senior Research Scientist, Portfolio Manager
Greater Boston Area
Senior Research Scientist, Portfolio Manager
Research Scientist
Harvard University
Deerfield Academy
A.B/A.M Statistics - Harvard University
Recommendations: 0
R
Matlab
Python
C
Statistics
Data Analysis
Research
Financial Modeling
r****[email protected]
Bihua Chen
CEO and Portfolio Manager
Greater Boston Area
CEO and Portfolio Manager
The Wharton School
Graduate School of Biomedical Science, Cornell Medical College
Fudan University
Recommendations: 0
healthcare, biotech, fund management
b****[email protected]
Jessica Blume-Jensen
Academic Account Manager
Greater Boston Area
Academic Account Manager
Institutional Account Manager, North East
Senior Pharmaceutical Territory Manager
Hospital Account Manager
Field Sales Trainer- North East US
Senior Retina Portfolio Manager
Medical Sales Representative
Major Account Executive
Regional Account Specialist
Providence College
Recommendations: 0
j****[email protected]
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 Mirshekari
Portfolio Manager
Greater Boston Area
Portfolio Manager
University of Notre Dame
Recommendations: 0
j****[email protected]
j****[email protected]
Annie M. Spagnolo
Portfolio Manager, Officer, Restaurant Finance
Greater Boston Area
Portfolio Manager, Officer, Restaurant Finance
Commercial Banking Associate
Student Intern
Buying Intern, G.H. Bass & Co. Accessories
Marketing Intern
Sales Representative
Sales Associate
Babson College
Parsons School of Design
Recommendations: 0
PowerPoint
Public Speaking
Financial Analysis
Microsoft Office
Blogging
Social Media
Microsoft Excel
Leadership
b****[email protected]
Ryan Diplock
Interest Rate Derivatives Trader
Greater Boston Area
Interest Rate Derivatives Trader
Portfolio Manager - Financials Sector
Student
Global Markets Summer Analyst
Tax and Wealth Planning Intern
Director
Investment Research Intern
Wealth Management Intern
Summer Analyst
Externship
Social Media Intern
Babson College
Amherst Regional High School
Recommendations: 0
Entrepreneurship
Financial Analysis
Public Speaking
Social Media Marketing
Microsoft Excel
Valuation
Capital IQ
Bloomberg Terminal
r****[email protected]
Philip Hakim
Summer Associate
Greater Boston Area
Summer Associate
Director of Business Development
Portfolio Manager
Analyst
Analyst
Harvard Business School
University of California, Berkeley
Institut d'Etudes politiques de Paris
Recommendations: 0
Investment Banking
Financial Modeling
Valuation
Business Strategy
Business Analysis
Entrepreneurship
Start-ups
Team Management
p****[email protected]
Jennifer Josefiak
Finance Manager
Greater Boston Area
Finance Manager
Commercial Portfolio Manager
Aircraft Loan Analyst
Aircraft Lending Assistant
Personal Banker II
Chicopee High School
Chicopee High School
Recommendations: 0
Loans
Credit Analysis
Customer Service
Loan Modifications
Asset Based Lending
Aircraft Finance
Delinquency Management
Loan Documents
j****[email protected]
Thanh Tran, CFA
Investment Officer & Quantitative Portfolio Manager
Greater Boston Area
Investment Officer & Quantitative Portfolio Manager
Sr. Portfolio Manager & Quantitative Researcher
Associate
The University of Chicago - Booth School of Business
Haverford College
Recommendations: 0
Equities
Portfolio Management
Asset Management
Financial Modeling
Investments
Mutual Funds
Trading
Financial Risk
t****[email protected]
Heidi Yates
Commercial Loan Officer
Greater Boston Area
Commercial Loan Officer
Portfolio Manager, AVP
Senior Commercial Credit Analyst
Performance Analyst
Credit Analyst
University of Massachusetts, Amherst
Cornell University
Recommendations: 0
Loans
Credit
Underwriting
Credit Analysis
Finance
Credit Risk
Portfolio Management
Financial Analysis
h****[email protected]
h****[email protected]
David Delory
Vice President - Portfolio Manager
Greater Boston Area
Vice President - Portfolio Manager
Vice President - Asset Based Finance
Capital Markets Associate
Portfolio Manager - Asset Based Finance
Workout Officer
Credit Analyst
Boston College
Sovereign Bank Credit Training Program
Framingham State University
Recommendations: 0
d****[email protected]
Reza Olfati-Saber
Global Head of AI and Deep Analytics (AVP), Digital & Data Science (DDS), R&D
Greater Boston Area
Global Head of AI and Deep Analytics (AVP), Digital & Data Science (DDS), R&D
Managing Director
Chief Scientist, Advanced Technology Tax Lab
Chief Data Scientist and Founder
Sr. Research Scientist III, Informatics
Portfolio Manager and Chief Quant, Co-Founder
Assistant Professor of Engineering
Postdoctoral Scholar
Intern
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Sharif University of Technology
Recommendations: 0
Mathematical Modeling
Machine Learning
Numerical Analysis
Algorithms
Matlab
LaTeX
Signal Processing
Mathematica
o****[email protected]
Greg Pappas, CFA
Portfolio Manager
Greater Boston Area
Portfolio Manager
St Lawrence University
Recommendations: 0
g****[email protected]
Chuck Myers
Portfolio Manager
Greater Boston Area
Portfolio Manager
CEO
Equity Research Analyst
The Wharton School
University of Pennsylvania
The Wharton School
Recommendations: 0
c****[email protected]
Stephanie Elder
Integrated Protection Portfolio Manager
Greater Boston Area
Integrated Protection Portfolio Manager
Deputy Program Manager - Special Operations Forces - Survival Support and Equipment Systems
Assistant Project Manager - TCCC and Tactical Medical Systems
Project Officer
President
Worcester Polytechnic Institute
Worcester Polytechnic Institute
Recommendations: 0
DoD
Defense
Army
Security Clearance
Military
Program Management
Strategic Planning
Government Contracting
s****[email protected]
Chris Rimpel
Assistant Dean for Graduate Programs, Carroll School of Management
Greater Boston Area
Assistant Dean for Graduate Programs, Carroll School of Management
Sr. Associate
Wealth Management Division
Senior Consultant
Senior Manager, Finance Department
Institutional Equity Sales Trader
Assistant Portfolio Manager
Northwestern University - Kellogg School of Management
Bucknell University
CAMBRIDGE UNIVERSITY (Institute
Buckingham Browne & Nichols
Fenn School
Recommendations: 0
Financial Modeling
Financial Analysis
Due Diligence
Portfolio Management
Mergers
Finance
Strategy
Risk Management
c****[email protected]
Raymond Mui
Founding Partner
Greater Boston Area
Founding Partner
Member Board of Overseers
Senior Vice President / Senior Portfolio Manager
New York University - Leonard N. Stern School of Business
Boston University Questrom School of Business
California State University-Fullerton
University of Michigan
University Liggett School
Recommendations: 0
Alternative Investments
Hedge Funds
Equities
Investment Management
Asset Allocation
Portfolio Management
Investment Strategies
Asset Managment
r****[email protected]
Rick McDonald
Family Wealth Management | Portfolio Manager | Founder & President of U.S. Advisory
Greater Boston Area
Family Wealth Management | Portfolio Manager | Founder & President of U.S. Advisory
Family Wealth Advisor | Sustainable Lifestyle Management | Family Business Advisor
Wealth Management Advisor | IRA Distribution Management Specialist | Founder
President & CIO
Portfolio Manager
Founder
Associate
Boston College
Boston College
Recommendations: 0
Wealth Management
Investments
Retirement Planning
Investment Advisory
Strategic Financial Planning
Asset Managment
Alternative Investments
Estate Planning
r****[email protected]
r*****@usadvisory.com
Gaurav Kapoor
Portfolio Manager
Greater Boston Area
Portfolio Manager
Director, Global TMT
Global TMT
Sr. Equity Analyst, Global Technology
Equity Research, Technology
Harvard Business School
Indian Institute of Technology
The Hong Kong University of Science and Technology
Recommendations: 0
Equity Research
Equities
Equity Valuation
Hedge Funds
Portfolio Management
Competitive Analysis
Valuation
Industry Analysis
k****[email protected]
Tim Coskren
Sr. Property Manager
Greater Boston Area
Sr. Property Manager
Assistant Portfolio Manager
Assistant Property Manager
Associate Broker
Boston College - Wallace E. Carroll Graduate School of Management
College of the Holy Cross
St. Sebastian's
Recommendations: 0
Real Estate
Corporate Real Estate
Property Management
Leases
Disposition
Real Estate Economics
Lease Administration
Tenant
t****[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]
Peter Lacaillade
Associate
Greater Boston Area
Associate
Director, Private Equity
Managing Director, Private Investments
Portfolio Manager, Private Equity
Dartmouth College - The Tuck School of Business at Dartmouth
Georgetown University
Noble and Greenough School
Recommendations: 0
Private Equity
Valuation
Financial Modeling
Due Diligence
Investments
Hedge Funds
Alternative Investments
Equities
p****[email protected]
Melissa Hackel, MBA
Sr. Director of Finance
Greater Boston Area
Sr. Director of Finance
Director of Finance
Assoc Director - Sr. Manager
Finance Manager
Finance Manager
Finance Manager
Finance Manager
Portfolio Manager
Duke University - The Fuqua School of Business
Bates College
Recommendations: 0
Financial Analysis
Strategic Planning
Business Planning
Cross-functional Team...
Forecasting
Analysis
Budgeting
Financial Reporting
m****[email protected]
Christine Abramo, CFA
Sr. Portfolio Manager
Greater Boston Area
Sr. Portfolio Manager
Stonehill College
Recommendations: 0
Wealth Management
Estate Planning
Investment Management
Portfolio Management
Investments
Wealth Management Services
Family Office
Wealth
c****[email protected]
Thomas Swaney
Head of U.S. Fixed Income, Alternatives
Greater Boston Area
Head of U.S. Fixed Income, Alternatives
Portfolio Manager, Member - Strategic Investment & Operating Committee
PM & Head of Corporate Bond Portfolio Management (OFI Global Asset Management)
Senior Analyst, Fixed Income (Miller, Anderson & Sherrerd)
Indiana University - Kelley School of Business
The Pennsylvania State University
University of Alabama
Recommendations: 0
Fixed Income
Portfolio Management
Equities
Hedge Funds
Investments
Bonds
Investment Management
Private Equity
t****[email protected]
t****[email protected]
John P. Nuzzo
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
Vice President, Senior Portfolio Manager
Management Associate
Assistant Vice President / Relationship Manager
Collateral Asset Based Examiner
Collateral Analyst
Boston College Carroll Graduate School of Management
Boston College
Recommendations: 0
Asset Based Lending
Financial Modeling
Financial Analysis
Credit Analysis
Commercial Lending
Corporate Finance
Portfolio Management
Loans
n****[email protected]
Andrew Mole
SVP-Emerging Technologies/Cloud Services
Greater Boston Area
SVP-Emerging Technologies/Cloud Services
SVP-Technology Strategy & Design (Cloud/Network/Commercial & Shared)
VP-Strategic Hosting Services Infrastructure Manager (Private Cloud)
SVP-Sr. Systems/Software QC Mgr.
SVP-Global Risk, Investment & Treasury Technology Portfolio Manager
University of Rhode Island
University of Rhode Island
Recommendations: 0
Process Improvement
Outsourcing
Strategy
Vendor Management
Change Management
Data Center
IT Strategy
Project Portfolio Management
r****[email protected]
a****[email protected]
Rayna Lesser Hannaway, CFA
Portfolio Manager
Greater Boston Area
Portfolio Manager
Analyst
Analyst
Analyst
Barnard College
Horace Mann School
Recommendations: 0
Asset Management
Equities
Equity Research
Financial Modeling
Investments
Mutual Funds
Valuation
Portfolio Management
r****[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]
Sharon Peyer
Entrepreneur in Residence
Greater Boston Area
Entrepreneur in Residence
Co-founder, VP Business Development
Director, Business Development
Founder & COO
Principal
Founder, Managing Partner
Analyst/Assistant Portfolio Manager
Analyst, Investment Banking
Harvard Business School
Georgetown University
Recommendations: 0
Business Development
Start-ups
Digital Strategy
Mobile Applications
Mobile Devices
Strategic Partnerships
Digital Media
Management
s****[email protected]
Bruce Herring
Group Chief Investment Officer, Global Asset Allocation
Greater Boston Area
Group Chief Investment Officer, Global Asset Allocation
Group Chief Investment Officer, Equity Division
Portfolio Manager
Director of Research (Tokyo & U.S.)
Research Analyst
President, Strategic Advisers, Inc.
Babson College
Recommendations: 0
b****[email protected]
Mike Andre
Property Manager
Greater Boston Area
Property Manager
Assistant Portfolio Manager
Tenant Coordinator
REALTOR
Management Trainee
Merrimack College
Recommendations: 0
Real Estate
Property Management
Leases
Commercial Real Estate
Customer Service
Asset Managment
Sales
Residential Homes
m****[email protected]
Gildas CAIA
Managing Director, Chief Investment Officer
Greater Boston Area
Managing Director, Chief Investment Officer
Deputy Chief Investment Officer
Portfolio Manager
Director Portfolio Management & Investment Analytics
Financial Analyst
Partner, Chief Investment Officer
Director, Deputy Chief Investment Officer
Northeastern University - Graduate School of Business Administration
Reims Management School
Recommendations: 0
Portfolio Management
Asset Allocation
Risk Management
Excel
Investments
Fixed Income
Equities
Microsoft Excel
g****[email protected]
Jack Serhant
Portfolio Manager - Principal
Greater Boston Area
Portfolio Manager - Principal
Assistant Portfolio Manager - Associate
Austin College
Recommendations: 0
Asset Management
Customer Service
Equities
Investments
Microsoft Excel
Mutual Funds
Portfolio Management
Public Speaking
j****[email protected]
j****[email protected]
Danielle Prentis
First Vice President - Senior Portfolio Manager
Greater Boston Area
First Vice President - Senior Portfolio Manager
Vice President - Portfolio Manager
Vice President, Portfolio Manager
Assistant Vice President - Sr. Credit Analyst
Assistant Vice President - Sr. Treasury Analyst
Sr. Treasury Analyst
Simmons College - Simmons School of Management
University of Massachusetts Boston
Simmons College
Cathedral High School
Recommendations: 0
Financial Analysis
Banking
Loans
Private Equity
Finance
Portfolio Management
Treasury
Credit Analysis
d****[email protected]
d****[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]
Anoop Sukhlecha
Tecfidera Decision Support Lead, Global Commercial Strategy
Greater Boston Area
Tecfidera Decision Support Lead, Global Commercial Strategy
Senior Manager, Marketing Analytics and Business Insights
Associate Consultant - Sales and Marketing
Portfolio Manager (Venture Capital)
Management Development Program
Harvard Business School
Kellogg School of Management
Indian Institute of Management, Lucknow
Arizona State University, W. P. Carey School of Business
Sardar Patel University
Recommendations: 0
Due Diligence
Venture Capital
Private Equity
Healthcare
Business Development
Strategy
Valuation
Analytics
a****[email protected]
Andrey Grinshpun
Ph.D. Student
Greater Boston Area
Ph.D. Student
Quantitative Researcher, Portfolio Manager
Massachusetts Institute of Technology
Carnegie Mellon University
Recommendations: 0
Data Analysis
Research
Python
Algorithms
LaTeX
Statistics
a****[email protected]
Michelle Pirro
Assistant Portfolio Manager
Greater Boston Area
Assistant Portfolio Manager
Sales Associate
Portfolio Accountant
Equity Research Intern
Marketing Intern
Customer Service Intern
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bond University
University of New Hampshire
Recommendations: 0
m****[email protected]
Chris Anzivino
Campus Ambassador
Greater Boston Area
Campus Ambassador
Finance Training Program Intern
Portfolio Manager
Head of Compliance
Building Manager
Securities Analyst
Future Leaders Intern Program - Field Finance & Analytics Intern
Bryant University
Recommendations: 0
Time Management
Microsoft Excel
Leadership
PowerPoint
Teamwork
Project Management
Sales
Research
c****[email protected]
Scott Peterson, CFA
Senior Portfolio Manager
Greater Boston Area
Senior Portfolio Manager
Executive Director
Senior Vice President
Vice President
Boston University Questrom School of Business
Tufts University
Recommendations: 0
Wealth Management
Asset Management
Estate Planning
Private Banking
Risk Management
Capital Markets
Portfolio Management
s****[email protected]
