Top Portfolio Managers in Greater Philadelphia Area
Melanie Rosen
Programme Manager - North America
Greater Philadelphia Area
Programme Manager - North America
Owner
Program Director, EPMO
Portfolio Manager, Enterprise Optimization
Program Control
PMO Lead of Global Technology
Senior Manager, Project Management / PMO, Blue Bell
Project Manager
Project/Program Manager
Enterprise Project Manager, PMP, MCT, MCTS
Project Manager
Assistant Director of Training/ Project Manager/Program Control Officer
Assistant Manager
University of Maryland College Park
University of Miami
Seneca Valley High School
Recommendations: 25
Portfolio Management
Project Management
Project Portfolio Management
Vendor Management
Program Management
Business Operations
MS Project
PMP
m****[email protected]
m****[email protected]
Bala Kalmady
Manager, Strategy & Operations
Greater Philadelphia Area
Manager, Strategy & Operations
Business Improvement Specialist
Portfolio Manager
Program Manager
Project Manager
Development Manager
Lead Analyst
Principal Consultant
Principal Consultant
Senior Consultant
Oracle Consultant
Systems Analyst
Villanova University
National Institute of Technology Tiruchirappalli
Boiler Plant Higher Secondary School
R.S.K. School
Recommendations: 22
SDLC
Cross-functional Team Leadership
Business Analysis
Business Intelligence
Business Process Improvement
Business Process
Project Management
PMP
b****[email protected]
Stephen Winterstein
Managing Director of Research & Chief Municipal Strategist
Greater Philadelphia Area
Managing Director of Research & Chief Municipal Strategist
Managing Director, Municipal Fixed Income
Portfolio Manager
Registered Representative
Registered Representative
Lehigh University
Millersville University of Pennsylvania
Conestoga Valley High School
Recommendations: 13
Municipal Fixed Income
Municipal Bond Management
Municipal Bond Strategy
Fixed Income Perfornance Attribution
Municipal Fixed Income Team Leadership
Fixed Income Research
Fixed Income Strategy
Separately Managed Accounts
s****[email protected]
VERONICA ANN ROBINSON
Portfolio Management Associate II
Greater Philadelphia Area
Portfolio Management Associate II
Portfolio Manager Associate
Commercial Loan Administrator
Executive Assistant to the President/CEO and C-Level Executives
Peirce College
Recommendations: 11
Banking
Portfolio Management
Commercial Lending
Small Business Lending
Lines Of Credit
Underwriting
Commercial Mortgages
Credit Analysis
v****[email protected]
Jennifer Wisniewski, PMP
Director, Systems Engineering Retail and Carrier Ethernet Portfolio Lead
Greater Philadelphia Area
Director, Systems Engineering Retail and Carrier Ethernet Portfolio Lead
President
Director, PMO
AVP, PMO Portfolio Manager
Director Worldwide PMO
Project Management Consultant
SAP ERP 6.0 Upgrade Program Manager
Project Manager
Project Manager
Project Associate
Systems Analyst
Application Developer
INFRASTRUCTURE SUPPORT
University of Pennsylvania
Drexel University
Recommendations: 10
SDLC
Project Management
RFP
PMI
VMO
SAP R/3
Mercury
Agile
j****[email protected]
Stan Lisovoy, PMP, CSM
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Program Manager
Sr. Project Manager, Consultant
Project Manager, Consultant
Project Manager
Project Manager / Senior Programmer Analyst / Programmer Analyst
Kyiv Polytechnic University
Recommendations: 9
Project Management
Vendor Management
Project Planning
SDLC
Management
Project Portfolio Management
PMP
Resource Management
s****[email protected]
Isabelle Noblanc
Portfolio Manager (Business Management Consultant)
Greater Philadelphia Area
Portfolio Manager (Business Management Consultant)
Vice President Corporate Development
Product Assurance Manager
Vice President and General Manager, Railsim
Program Manager
Vice President Strategy and Transformation & COO
Cornell University
State University of New York at Buffalo
ISAE-SUPAERO
Recommendations: 8
Strategic Planning
Marketing Strategy
Business Strategy
Business Analysis
Business Planning
Operations Management
Engineering
Product Marketing
i****[email protected]
i****[email protected]
Justin Bodamer
Manager, Implementation and Support
Greater Philadelphia Area
Manager, Implementation and Support
Product Support Manager
Client Portfolio Manager
Territory Manager
Account Executive
Owner/Operator
Recommendations: 8
Consultative Selling
Account Management
Customer Service
Cold Calling
New Business Development
Sales
Negotiation
Team Building
j****[email protected]
Xavier Gomes
SQE
Greater Philadelphia Area
SQE
Automation Test Engineer (Remote)
Software Engineer QA
Senior Portfolio Manager
Asst. Manager, Outsourcing
United International University
London Metropolitan University
Notre Dame College
Recommendations: 7
PHP
MySQL
Entrepreneurship
Magento
CakePHP
Web 2.0
Joomla
Drupal
x****[email protected]
Dina Mancini
Project Manager
Greater Philadelphia Area
Project Manager
Interior Design and Construction | Owner's Representative | Project Mangement
Project Manager
Training Chairperson
Project Manager
Project Manager
VP, Portfolio Manager
Studio Manager
Assistant VP | Corporate Real Estate
Drexel University
Recommendations: 6
Interior Design
Scheduling
Construction
Program Management
Documentation
Renovation
Budgeting
Customer Relations
c****[email protected]
d****[email protected]
Amy Cutler, MBA
IT Architecture Procedure & Portfolio Manager
Greater Philadelphia Area
IT Architecture Procedure & Portfolio Manager
Professional Cyclist
Social Media Manager
IT Project Management / Business Analyst
Account Manager
Marketing Coordinator / Kitchen Designer
Fine Visual Artist
Marketing Research Manager
Kaplan University
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 6
Social Media Marketing
Social Media
Content Strategy
Blogging
Social Networking
Digital Marketing
Project Management
Management
a****[email protected]
Gandhi Kalyanasundaram, PMP
Associate Director
Greater Philadelphia Area
Associate Director
Business Development Manager
Portfolio Manager
Account Manager
Senior Manager, Delivery
Program Manager
Program Test Manager
Project Manager
Project Manager
Recommendations: 5
Global Delivery
Software Project Management
Project Governance
PMO
Project Delivery
Program Management
Business Analysis
Project Portfolio Management
g****[email protected]
Richard Catts
Managing Director - Portfolio Specialist
Greater Philadelphia Area
Managing Director - Portfolio Specialist
Senior Portfolio Manager - Portfolio Specialist
Managed Solutions Director
Managed Account Director
Vice President
Regional Director
Portfolio Manager
Adjunct Faculty
Senior Credit Analyst
CAIA
CFA Institute
Temple University
University of Delaware
Recommendations: 5
Behavioral Finance
Alternative Investments
Separately Managed...
Asset Allocation
Series 7
Mutual Funds
r****[email protected]
Michael Jankovic
Enterprise Account Executive
Greater Philadelphia Area
Enterprise Account Executive
Named Account Executive
Portfolio Manager
Mortgage Consultant
Sr. Loan Officer
East Stroudsburg University of Pennsylvania
Recommendations: 4
New Business Development
Compliance
Selling
Strategic Planning
Contract Negotiations
Contract Negotiation
Cloud Computing
Marketing Strategy
m****[email protected]
Denny Brandt
Product Director
Greater Philadelphia Area
Product Director
Senior Mobile Product Manager
API Product Manager - Mobile Team
IT Portfolio Manager
Senior IT Project Manager
Drexel University
University of Delaware
Recommendations: 4
Product Management
Mobile Devices
SDLC
Agile Methodologies
Software Project Management
Vendor Management
Business Analysis
Requirements Analysis
d****[email protected]
Darren Wallis
Chairman of the Board
Greater Philadelphia Area
Chairman of the Board
Board Member
Managing Partner
Board Member
Partner & Portfolio Manager
Managing Partner
Partner
Board Member
Chairman of the Board
Senior Director of Corporate Development and Corporate Finance, M&A
Duke University School of Law
University of Notre Dame
Recommendations: 4
Mergers & Acquisitions
Venture Capital
Private Equity
Corporate Finance
Corporate Development
Investments
Finance
Management
d****[email protected]
Eileen Fazio McBride
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Manager/Team Leader/Senior Commercial Loan Document Processor
Executive Assistant - Commercial Loan Department
Mercer County Community College
Recommendations: 4
Commercial Lending
Loans
Credit
Banking
Leadership
Finance
Portfolio Management
Commercial Mortgages
e****[email protected]
Jessica Taylor
Director, DiLella Center for Real Estate
Greater Philadelphia Area
Director, DiLella Center for Real Estate
Commercial Lender
Comm'l Real Estate Relationship Manager
Portfolio Manager
Analyst
Saint Joseph's University - Erivan K. Haub School of Business
DeSales University
Recommendations: 3
Jamie Lyn Angelo, AHM
Community Manager
Greater Philadelphia Area
Community Manager
Portfolio Manager
Assistant Community Manager
Property Manager
Insurance Agent
Dentist's Advantage Underwriting Department
Insurance Agent
Insurance Agent
Leasing Consultant
Quadel Consulting
Montgomery County Community College
Hatboro Horsham
Kutztown University of Pennsylvania
Recommendations: 3
Insurance
Property & Casualty Insurance
Life Insurance
Customer Service
Underwriting
Professional Liability
Sales
Microsoft Office
j****[email protected]
Deborah Finkelstein, MBA
CFO
Greater Philadelphia Area
CFO
Consultant
Manager of Accounting and Annual Maintenance Renewals
Vice President Education
Finance /Project Manager
Accounting Manager
Business Manager
Vice President
Portfolio Manager
Assistant Vice President, Treasury Management Sales
Relationship Manager
Penn State University
Temple University
Recommendations: 3
Financial Analysis
Finance
Accounting
Accounts Payable
Cash Management
Salesforce.com
QuickBooks
Management
d****[email protected]
Valentina Crosson MBA PMP
Technical Delivery Manager
Greater Philadelphia Area
Technical Delivery Manager
Project Manager
Project Manager
Project Manager
Project Manager
Project Manager
Project Manager
Portfolio Manager
Project Manager
Senior Project Manager
Senior Project Manager
Senior Project Manager
Senior Project Manager
Project Management Consultant
Senior Project Manager
Senior Project Manager
Senior Project Manager
Senior Project Manager
Senior Project Manager
Manager Technology Services
Director of Systems Information Services & Research
ERP Systems Analyst
West Chester University of Pennsylvania
Project Management Institute
Temple University - Fox School of Business and Management
The Chubb Institute
Recommendations: 3
Program Management
Change Management
PMP
Project Management
Business Process Re-engineering
SDLC
PMO
System Migration
v****[email protected]
Catherine Bray
Technical Project Manager
Greater Philadelphia Area
Technical Project Manager
Project Manager
Services Portfolio Manager
Business Analyst
Program Manager
Operations Manager Federal Services
Field Manager
Operations Manager
Boston College
Recommendations: 3
Program Management
Business Analysis
CRM
Management
IT Strategy
Strategy
Business Process
Project Management
c****[email protected]
c****[email protected]
Michael Barron
Managing Director
Greater Philadelphia Area
Managing Director
Partner
Senior Director
Director & Portfolio Manager
CEO
Villanova University
MIT
The Hill School
Recommendations: 3
Alternative Investments
Asset Management
Portfolio Management
Investments
Equities
Real Estate Investment
Sales Management
Hedge Funds
j****[email protected]
Brian Hackford
Owner
Greater Philadelphia Area
Owner
Manager
Portfolio Manager
University of Pittsburgh
Antioch New England Graduate School, Antioch University
Recommendations: 2
Retail
Inventory Management
Strategic Planning
Selling Skills
Customer Service
Merchandising
Marketing Strategy
Sales Management
b*****@keswickcycle.com
Tom Fazzio
Portfolio Manager, Global Macro
Greater Philadelphia Area
Portfolio Manager, Global Macro
Vice President: Global Macro & Relative Value Strategies
Founder
Summer Associate, Mergers & Acquisitions
Financial Analyst Intern
Massachusetts Institute of Technology - Sloan School of Management
Columbia Engineering
Columbia University in the City of New York
Recommendations: 2
t****[email protected]
Daphne McRae, MBA & CSM
IT Senior Manager, Enterprise Release Management
Greater Philadelphia Area
IT Senior Manager, Enterprise Release Management
IT Portfolio Manager
Sr. IT Project Manager
Senior IT Project Manager
Senior Infrastructure Project Manager
Project Manager
SQM Consultant
Hampton University
University of Delaware
Recommendations: 2
Vendor Management
Project Portfolio Management
SDLC
Business Analysis
IT Strategy
PMO
Process Improvement
Project Management
d****[email protected]
Valerie Bruno
Senior Account Manager
Greater Philadelphia Area
Senior Account Manager
Customer Sales Manager
Business Development Manager
Marketing Specialist
Portfolio Manager
Trust Officer
New York University - Leonard N. Stern School of Business
Recommendations: 2
Salesforce.com
Lead Generation
Account Management
New Business Development
SaaS
B2B
Business Development
Sales Management
v****[email protected]
Randy Hubschmidt
President
Greater Philadelphia Area
President
Acting CFO
Sr. Accountant / Outsourced CFO
Managing Partner
Vice President
Portfolio Manager
Loan Officer
Drexel University
Rutgers University-New Brunswick
Recommendations: 2
Due Diligence
Alternative Investments
Private Equity
Venture Capital
Financial Analysis
Financial Modeling
Investments
Real Estate
r****[email protected]
Andre Boreas
CEO
Greater Philadelphia Area
CEO
Director of Product Marketing-Alternative Investments
Consultant
Chief Investment Officer
Senior Portfolio Manager
Senior Managing Consultant / Director of Research
Director of Product Operations
Associate
Drexel University
Villanova University
Recommendations: 2
Asset Allocation
Portfolio Management
Hedge Funds
Private Equity
Product Management
Marketing
Investor Relations
Alternative Investments
a****[email protected]
Robyn Buist
Director of Communications - Secure Supply Chain
Greater Philadelphia Area
Director of Communications - Secure Supply Chain
Portfolio Manager for Corporate Marketing
Communications Manager, Integrated Business Services
Communications & Change Management
IS Communication Manager
Manager
manager
Recommendations: 2
Communication Training
Cross-functional Team Leadership
Internal Communications
Change Management
Pharmaceutical Industry
Strategic Communications
Integrated Marketing
Strategic Planning
r****[email protected]
Colleen Fink
Managed Output Analyst
Greater Philadelphia Area
Managed Output Analyst
Senior Portfolio Manager
Elementary Education Teacher
5th and 6th Grade English Teacher
Elementary Education Teacher
Rowan University
St. Joseph's College (IN)
The Immaculata High School
Recommendations: 2
Word
Excel
Customer Relations
Customer Service
PowerPoint
Microsoft Office
Teaching
Staff Development
c****[email protected]
Lynn Ricker (Buscarini)
Principal & Founder
Greater Philadelphia Area
Principal & Founder
Executive Director
Engagement Manager
Associate Portfolio Manager
Technical Operations Engineer
Merck Management Development Program
Engineer
Lehigh University
Rutgers, The State University of New Jersey-Newark
Recommendations: 2
Cross-functional Team...
Segmentation
Biotechnology
Pharmaceutical Industry
Competitive Intelligence
Supply Chain Management
Market Research
Product Development
Ted Topakas
Senior Manager, Financial Planning & Analysis
Greater Philadelphia Area
Senior Manager, Financial Planning & Analysis
Market Manager, Natural Gas
National Director Of Business Development, Gas Distribution
Manager, Sales & Marketing
Portfolio Manager, Capital
Director, Gas & Underground Operations
Senior Financial Analyst
Market Director, Natural Gas
Fox School of Business at Temple University
Boston University Questrom School of Business
Recommendations: 2
Energy
New Business Development
Strategic Planning
Budgeting
Business Planning
Project Planning
Budgets
Negotiation
t****[email protected]
Thomas Lapworth
Investment, Finance, Real Estate, Banking Consultant
Greater Philadelphia Area
Investment, Finance, Real Estate, Banking Consultant
Senior Manager
Portfolio Manager, Asset Manager
Consultant
Cleveland State University
The Ohio State University
Recommendations: 2
Specialized RE Services, Asset Management, Loan Workouts, Portfolio Analysis
Real Estate Investment
Distressed Debt Investments, Real Estate Loans
Portfolio Management
Asset Managment
Investments
Valuation
Investment Properties
t****[email protected]
Glenn Surowiec
Managing Member and Portfolio Manager
Greater Philadelphia Area
Managing Member and Portfolio Manager
Portfolio Manager
Manager
Credit Analyst
SMU - Cox School of Business
Gettysburg College
Cherry Hill East High School
Recommendations: 1
Restructuring
Structuring
Credit
Risk
Financial Analysis
Financial Modeling
Valuation
Mergers
g*****@gdsinvestments.com
Robin Clifford
Private Equity Portfolio Manager
Greater Philadelphia Area
Private Equity Portfolio Manager
Investment Professional Alternatives
Accountant,International Accounting
Various- Special Leads ,Tax Consultant ,Investigations
Rutgers, The State University of New Jersey-Newark
Georgian Court University
Recommendations: 1
Portfolio Management
Public Policy
Emerging Markets
Economics
Policy Analysis
Management
Private Equity
Alternative Investments
r****[email protected]
Bob Trybula, MBA
District Operations Manager
Greater Philadelphia Area
District Operations Manager
District Sales Manager
New Business Development
Portfolio Manager
Account Manager
Athlete
Lindenwood University
University of Michigan
Archbishop Moeller High School
Recommendations: 1
New Business Development
CRM
Sales
Sales Management
Sales Operations
Management
Leadership
Strategic Planning
b****[email protected]
Tom Welsh
Vice President & Senior Portfolio Manager
Greater Philadelphia Area
Vice President & Senior Portfolio Manager
Senior Vice President
Managing Director/President
Senior Manager
Wharton Graduate, University of Pennsylvania
University of Southern California
Recommendations: 1
Alternative Investments
CRM
Asset Managment
Portfolio Management
Investments
Hedge Funds
Fixed Income
Equities
t****[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]
Mirek Niemynski
Director of Acquisitions
Greater Philadelphia Area
Director of Acquisitions
Asset Management/Acquisitions Officer
Vice President/Senior Acquisitions Officer-Equity Dept
Portfolio Manager
Controller-Corporate Facilities/Asset Manager-REO Properties
New York University
University of Pennsylvania - The Wharton School
La Salle University
Recommendations: 1
Asset Managment
Disposition
Lease Negotiations
Financial Analysis
Multi-family Investment Properties
Joint Ventures
Real Estate Due Diligence
Commercial Real Estate Analysis
m****[email protected]
m****[email protected]
Jelena Batula
AVP, Senior Portfolio Manager
Greater Philadelphia Area
AVP, Senior Portfolio Manager
Commercial Real Estate Lending
CRE Portfolio Manager
Accounting tutor
Quality control Specialist
RMA
Wesley College
Goldey Beacom College
Recommendations: 1
Banking
Microsoft Excel
Process Improvement
Accounting
Mortgage Lending
Credit Risk
Real Estate
Financial Risk
j****[email protected]
Denis Chaves
Portfolio Manager, Quantitative Equity Group
Greater Philadelphia Area
Portfolio Manager, Quantitative Equity Group
Senior Quantitative Strategist, Quantitative Equity Group
Vice President
Senior Researcher
Risk Analyst
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
IMPA
Recommendations: 1
Quantitative Finance
Statistics
Economics
Financial Modeling
Portfolio Management
Research
R
Hedge Funds
c****[email protected]
d****[email protected]
Carlton Chin, CFA
Portfolio Strategy & Research
Greater Philadelphia Area
Portfolio Strategy & Research
Quantitative Research & Consultant
Portfolio Manager & Head of Research
Head of Research, PM
Investment Consultant & Actuary
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Sheepshead Bay HS
Recommendations: 1
Alternative Investments
Managed Futures
Proprietary Trading
Trading Systems
FX trading
Portfolio Optimization
Asset Allocation
Hedge Funds
Vincent Bringenberg
Owner
Greater Philadelphia Area
Owner
Portfolio Manager
Estate Coordinator
.Sales Associate Annuities & Mutual Funds
Penn State University
Recommendations: 1
Start-ups
Business Development
Banking
Team Building
Business Process Improvement
Management
v****[email protected]
Edward Oprindick
Director
Greater Philadelphia Area
Director
Portfolio Manager - Partner
Executive Vice President - Managing Director
Senior Vice President
Vice President
Saint Joseph's University
Wilkes University
Recommendations: 0
Portfolio Management
Acquiring
Product Development
Fundraising
Asset Management
Investments
Financial Analysis
Valuation
e****[email protected]
Lauren Harold
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Property Manager
Leasing Specialist
Leasing Agent/Property Manager
Shippensburg University of Pennsylvania
Recommendations: 0
Customer Service
Leases
Selling
Residential Homes
Direct Sales
Real Estate
Marketing Strategy
Advertising
l****[email protected]
Jeremy Anagnos
Senior Portfolio Manager
Greater Philadelphia Area
Senior Portfolio Manager
Managing Director
Director
Jr. Portfolio Manager
Boston College - Carroll School of Management
Recommendations: 0
Equity Research
Investors
Real Estate Economics
Investments
Portfolio Management
Capital Markets
Due Diligence
Financial Modeling
j****[email protected]
Matthew Kolen, MBA
AVP of Finance
Greater Philadelphia Area
AVP of Finance
Director of Servicing
Senior Consultant
Director of Finance
REO Manager
REO Portfolio Manager
La Salle University
Villanova University
Bishop McDevitt
St James
Recommendations: 0
Project Planning
Lean Operations
Mergers
Finance
Business Intelligence
Business Development
Internal Audit
CO-PA
m****[email protected]
Derek Nemeth
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Managing Partner
Director, Head of Global Statistical Arbitrage
Senior Vice President, Active Portfolio Strategies
Marketing Intern
University of Pennsylvania - The Wharton School
University of Pennsylvania
Downingtown High School
Recommendations: 0
Portfolio Management
Hedge Funds
Equities
Alternative Investments
Private Equity
Craft Beer
Family Office
Capital Markets
d****[email protected]
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]
Justin Carreon, CFA
Director, Client Portfolio Manager
Greater Philadelphia Area
Director, Client Portfolio Manager
Recommendations: 0
j****[email protected]
Charles King
Managing Director
Greater Philadelphia Area
Managing Director
Managing Director
Portfolio Manager and Registered Representative
Managing Director - Chief Investment Officer
Senior Vice President
Managing Director
Managing Director - Chief Investment Officer
Villanova University
CFA Institute
Wittenberg University
Recommendations: 0
Investments
Portfolio Management
Asset Management
Alternative Investments
Asset Allocation
Investment Advisory
Hedge Funds
Investment Strategies
c*****@lmicglobal.com
c****[email protected]
Gregg Reilly, CFA
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Vice President, Senior Equity Trader
Market Maker on the NYSE
Head Trading Assistant on the AMEX
Trading Assistant on the COMEX
Baruch College, Zicklin School of Business (CUNY)
Baruch College
Recommendations: 0
g****[email protected]
Allison Lindemann
VP, Portfolio Manager
Greater Philadelphia Area
VP, Portfolio Manager
VP, Prepaid Product Manager
VP, Product Manager for Citi Prepaid Services
VP, Product Manager for Global Payments
Financial Advisor
AVP, Market Manager
Banking Officer
Temple University - Fox School of Business and Management
University of Florida
Recommendations: 0
Banking
Payments
Financial Services
Retail Banking
Financial Risk
Business Development
Private Banking
Cash Management
a****[email protected]
Gavin McLaughlin, CFA, CFP
Senior Vice President, Investment Strategist
Greater Philadelphia Area
Senior Vice President, Investment Strategist
Board member
Senior Portfolio Manager
Portfolio Manager
Villanova University (MBA)
Loyola University (Maryland)
Saint Joseph's Preparatory High School
Certifed Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Recommendations: 0
Portfolios
Investments
Portfolio Management
Asset Management
Asset Allocation
Investment Strategies
Wealth Management
Asset Managment
e****[email protected]
Caroline R. Benjamin, CFA
SVP / Senior Investment Officer
Greater Philadelphia Area
SVP / Senior Investment Officer
Senior Portfolio Manager
VP / Senior Portfolio Manager
SVP / Partner / Portfolio Manager
VP / Portfolio Manager / Equity Analyst
Pace University - Lubin School of Business
Recommendations: 0
Bloomberg
Investment Management
Financial Analysis
Capital Markets
Alternative Investments
Securities
Asset Allocation
Separately Managed Accounts
c****[email protected]
Kevin Cybularz
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Manager of Valley Forge Services
Finance Manager/Project Manager/Sales Manager
Board Member
Financial Manager
Senior Property Accountant
Staff Accountant
Staff Accountant
TEMPLE UNIVERSITY, Fox School of Business
Montgomery County Community College
Schlicher Kratz Institute of Real Estate
Kennedy Kenrick
Temple University
Recommendations: 0
k****[email protected]
Jonathan Liggett
Managing Member
Greater Philadelphia Area
Managing Member
Portfolio Manager
Analyst
University of North Carolina at Chapel Hill
Giles County High School
Recommendations: 0
Hedge Funds
Alternative Investments
Emerging Markets
Equities
Equity Research
Private Investment
Fund Of Funds
Fixed Income
Craig Ph.D.
Senior Director, Business Development & Sales
Greater Philadelphia Area
Senior Director, Business Development & Sales
Portfolio Manager
Business Development Director
VP Business Development & Sales, Head of Exclusive Synthesis and API Portfolio - US
Global Head of API Portfolio Sales, Senior Vice President
Durham University
University of Aberdeen
Recommendations: 0
Project Management
Account Management
Management
Pharmaceutical Industry
Chemistry
GMP
New Business Development
Commercialization
c****[email protected]
Maria Avery Russ
Portfolio management
Greater Philadelphia Area
Portfolio management
Portfolio Manager
BCC Mt. Laurel, NJ
Brazil
Recommendations: 0
Real Estate
Contract Negotiation
Property Management
Leases
Real Estate Development
Negotiation
Commercial Real Estate
New Business Development
m****[email protected]
Kim CSM
Scrum Master
Greater Philadelphia Area
Scrum Master
Scrum Master /Technical Team Lead II
Systems Administrator/Test Lab Manager - Consultant
Technology Analyst
Scrum Master III
Scrum Master
Scrum Master/ IT Project Portfolio Manager
University of Maryland Baltimore County
Recommendations: 0
Salesforce.com
Release Management
Vendor Management
Program Management
Problem Management
Strategic Planning
Project Delivery
Agile Project Management
k****[email protected]
Mark Schlegel, CFA
Chief Operating Officer
Greater Philadelphia Area
Chief Operating Officer
Director of Sales & Marketing
Co-founder, VP of Business Development
Co-Founder and President
Institutional Investment Consultant
Equity Analyst
Chief Financial Officer and Salesperson
Vice President, Equity Marketing Strategist
Portfolio Manager and Economic Market Analyst
University of Richmond - Robins School of Business
Conestoga High School
Recommendations: 0
Alternative Investments
Management
Mutual Funds
Securities
Portfolio Management
Hedge Funds
Strategy
Asset Management
m*****@moxyvote.com
Gail Reganato
Director, Portfolio and Program Management
Greater Philadelphia Area
Director, Portfolio and Program Management
VP Product Management
Portfolio Manager, National Medical Services
Director, US Quality Algorithms/Health Informatics
Penn State University
Ursinus College
Recommendations: 0
g****[email protected]
Anthony Cambeiro
Founder, President & Portfolio Manager
Greater Philadelphia Area
Founder, President & Portfolio Manager
Advisory Board Member
General Partner & Co-Director Investments
University of Pennsylvania - The Wharton School
Recommendations: 0
a****[email protected]
Sean Simko
Managing Director, Head of Fixed Income Portfolio Management
Greater Philadelphia Area
Managing Director, Head of Fixed Income Portfolio Management
Vice President, Portfolio Manager
Portfolio Manager
Trader
Penn State University
Slippery Rock University of Pennsylvania
Recommendations: 0
Fixed Income
Asset Allocation
Portfolio Management
Alternative Investments
Asset Managment
Investment Strategies
Hedge Funds
Mutual Funds
s****[email protected]
Catherine Ulozas
CIO/Vice President
Greater Philadelphia Area
CIO/Vice President
Adjunct Professor
board advisory member
board advisory member
Senior Portfolio Manager
Portfolio Manager
Portfolio Manager
investments
vice president
portfolio manager
The George Washington University - School of Business
Drew University
Recommendations: 0
c****[email protected]
Patrick Vogelei
Credit Manager
Greater Philadelphia Area
Credit Manager
Supervisor, Enterprise Risk Management
Supervisor, Operational Accounting
Credit Analyst, Staff Accountant, Senior Finance / Operations Analyst
Intern, Credit Analyst, Senior Portfolio Manager
West Chester University of Pennsylvania
King's College
Recommendations: 0
Banking
Credit Risk
Energy
Commodities
Financial Analysis
Accounting
Risk Management
Process Improvement
p****[email protected]
Andrew Chaiken
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Vice President
Vice President
Vice President - Pricing & Valuation
Senior Associate
University of Delaware - Lerner College of Business and Economics
St. Josephs Prep
Recommendations: 0
Mutual Funds
Equities
ETFs
Bloomberg
Fixed Income
Securities
Investments
Bonds
a****[email protected]
James Gowen, CFA
Portfolio Manager / Research Team Leader
Greater Philadelphia Area
Portfolio Manager / Research Team Leader
Vice President
Portfolio Management Team
Vice President
Macalester College
Saint George's School
Recommendations: 0
Equities
Asset Management
Research
Portfolio Management
Investment Advisory
Asset Allocation
Chartered Financial...
Investment Management
j*****@friess.com
Titi Vecchione
Marketing Portfolio Manager
Greater Philadelphia Area
Marketing Portfolio Manager
Avon, Unit Leader & Trainer (President's Club)
Marketing
Marketing Consultant
Account Executive
Marketing/Production
direct mail marketing
Consultant
Marketing Production Coordinator
Production Manager
Direct Mail Manager
Executive Assistant
Upper Darby
Recommendations: 0
Marketing
Direct Mail Campaigns
Digital Printing
Adobe Creative Suite
Print Management
Direct Mail
Email Marketing
Leadership
t****[email protected]
Anthony Bartocci
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Financial Associate
Investment Analyst
Account Officer
Investment Analyst
Investment Officer
University of Delaware
University of Delaware
Recommendations: 0
Portfolio Management
Equities
Financial Modeling
Commodity
Valuation
b****[email protected]
Jinni Executive
VP - Program Management and CTO
Greater Philadelphia Area
VP - Program Management and CTO
VP - PMO
Senior Director - PMO
Director - PMO
Senior Engineering Program Manager - Software Development/Project Management/Technology
Director/IT Portfolio Manager
Phoenix University
West Chester University
Beijing University of Science and Technology
Recommendations: 0
j****[email protected]
Jim McGrath
Vice President, Distributed Power Group
Greater Philadelphia Area
Vice President, Distributed Power Group
Director of Product Management
Vice President of Sales
Sr. Product Portfolio Manager
Software Engineering Group Leader
Senior Director of Sales
Director of Sales
Business Development Director
National Account Manager
Stuart School of Business at Illinois Institute of Technology
Illinois Institute of Technology
Recommendations: 0
Product Management
Business Development
Sales
Negotiation
Marketing
Solar Energy
Wireless
Renewable Energy
j****[email protected]
Nick Boccella
Senior Analyst
Greater Philadelphia Area
Senior Analyst
Analyst/Accountant
Residential Real Estate Portfolio Manager
Withdrawal Specialist
Drexel University
Recommendations: 0
Accounting
Cash Flow Forecasting
Investments
Analysis
Acquisitions
Project Management
n*****@longviewlp.com
n****[email protected]
Matthew John DiGiulio
Broker
Greater Philadelphia Area
Broker
Client Portfolio Manager
Penn State University
Recommendations: 0
Brokerage
Real Estate Transactions
Commercial Real Estate
Investment Sales
Real Estate Development
Leases
Tenant
Tenant Representation
m****[email protected]
Ashish Patki
Global Product Portfolio Manager
Greater Philadelphia Area
Global Product Portfolio Manager
Global Product Portfolio Manager
Global Product Manager
Energy Business Planner
Energy Analyst
Research and Teaching Assistant
Senior Executive (Product Management, and Sales)
Senior Engineer (Proposals, and Business Development)
Tulane University - A.B. Freeman School of Business
University of Pune
Recommendations: 0
Energy
Oil
Gas
Chemicals
Biofuels
Petroleum
Solar Energy
Engineering
p****[email protected]
Matthew A. Cutler, CFP®
Financial Advisor - Portfolio Manager
Greater Philadelphia Area
Financial Advisor - Portfolio Manager
Fairleigh Dickinson University
Stevens Institute of Technology
Recommendations: 0
c****[email protected]
Darshil Patel
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Assistant Manager
Sales and Trading Intern
Drexel University
Drexel University
Temple University - Fox School of Business and Management
Recommendations: 0
Bloomberg Terminal
Portfolio Management
Financial Analysis
Financial Market...
Java
C++
Equity Trading
FX trading
d****[email protected]
Joe Comly
Owner
Greater Philadelphia Area
Owner
Sales Representative
Operations Supervisor
Board Member & Treasurer
Senior Director Strategy & Innovation
Portfolio Manager - Multichannel Transformation US & Canada
Project Leader
Business Navigation Manager
Business Navigator
Goods Flow Manager
Assistant Goods Flow Manager
Villanova University
Shippensburg University of Pennsylvania
Recommendations: 0
Cross-functional Team Leadership
Operations Management
Retail
Leadership
Supply Chain
Forecasting
Project Management
Management
j****[email protected]
Claire Brisset
Sales Director and Client Portfolio Manager
Greater Philadelphia Area
Sales Director and Client Portfolio Manager
California State University
Golden Gate University
Université Paris-Sorbonne
Recommendations: 0
i*****@nettprofilegroup.com
Malina Robbins
Assistant Vice President, Commercial Real Estate Lending
Greater Philadelphia Area
Assistant Vice President, Commercial Real Estate Lending
Relationship Manager, Commercial Real Estate Lending
Commercial Real Estate Portfolio Manager
Mortgage Officer
Internship, Real Estate Development
UBC Campus Representative
University of Pennsylvania - The Wharton School
The University of British Columbia
British Columbia Institute of Technology
Recommendations: 0
Steve Schwarz
Owner, Sr Consultant
Greater Philadelphia Area
Owner, Sr Consultant
Senior Manager, IT Portfolio Management
Senior Portfolio Manager
Owner
Business Systems Leader
Director, Consulting (Enterprise Arch, PMO, Bus Applications)
University of Baltimore
University of Dayton
Recommendations: 0
Risk Management
IT Project & Program Management
Change Management
Vendor Management
Portfolio Management
Business Strategy
IT Strategy
Process Improvement
s****[email protected]
Devin M. Haley
Real Estate Services and Acquisitions - Business Owner
Greater Philadelphia Area
Real Estate Services and Acquisitions - Business Owner
Corporate Finance Matrix Reporting
Funds Recovery Research Analyst
Tax Compliance Research Analyst
Reserve Funding Analyst
Portfolio Manager
DeVry University - Ft Washington, PA
Recommendations: 0
Real Estate
Investment Properties
Commercial Real Estate
Investors
Management
Loans
Short Sales
Investments
d****[email protected]
d****[email protected]
Ken Michlitsch
Vice President
Greater Philadelphia Area
Vice President
Principal
Co-Founder & CEO
Portfolio Manager
Director, Product Strategy and Intellectual Property
Patent Agent
Patent Agent, Technical Advisor
Engineer, Student Researcher
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Recommendations: 0
Emerging Markets
Due Diligence
Valuation
Hedge Funds
Consulting
Medical Devices
Finance
Intellectual Property
k****[email protected]
Joseph Manheim
Managing Director
Greater Philadelphia Area
Managing Director
President
Head of Principal Trading
Managing Owner
Summer Analyst
Internship
Chief Investment Officer
Portfolio Manager
Portfolio Manager
Analyst, Trader
St. John's College
hopewell valley
Recommendations: 0
Hedge Funds
Derivatives
Alternative Investments
Fixed Income
Capital Markets
High Yield
Credit
Trading
j****[email protected]
Rick Pitcairn
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Managing Director/Investment Strategy
Client Portfolio Manager
Chief Investment Officer
Rice University
University of Houston, C.T. Bauer College of Business
Deerfield Academy
Recommendations: 0
Asset Allocation
Alternative Investments
Wealth Management
Investment Advisory
Investment Strategies
Asset Managment
Hedge Funds
Investments
r****[email protected]
Tony Tedesco
Consulting Services Portfolio Manager
Greater Philadelphia Area
Consulting Services Portfolio Manager
Professional Services Delivery Manager
VP
Regional Professional Services Manager
District Manager, Professional Services
Spring Garden College
Recommendations: 0
Pre-sales
Cross-functional Team Leadership
Enterprise Architecture
Data Center
IT Strategy
Virtualization
Disaster Recovery
PMP
t****[email protected]
Casey Fritz
Middle Market Portfolio Manager
Greater Philadelphia Area
Middle Market Portfolio Manager
Relationship Manager
Corporate Relationship Manager
Assistant Commercial Credit Manager
Commercial Credit Analyst
Management Trainee
Penn State University - Capital College
Penn State University
Recommendations: 0
Commercial Lending
Credit
Small Business Lending
Commercial Banking
Loans
Credit Analysis
Banking
Consumer Lending
c****[email protected]
Patrick Cassidy, CFA
Director of Investment Implementation Oversight
Greater Philadelphia Area
Director of Investment Implementation Oversight
Managing Director of Investments
VP & Sr. Portfolio Manager
Investment Advisor
VP & Portfolio Manager, Investment Advisor
Registered Representative/Business Development/Financial Advisory Services
Trading Floor Manager, Floor broker
Floor broker
Temple University - Fox School of Business and Management
Drexel University
CFA
Recommendations: 0
p****[email protected]
Jessica Strine
Director - Head of Research - Sector Portfolio Manager
Greater Philadelphia Area
Director - Head of Research - Sector Portfolio Manager
Equity Analyst - Sector Fund Portfolio Manager
Managing Partner & CEO
Equity Research
Senior Director, Investment Stewardship
The Wharton School
Dartmouth College
Recommendations: 0
Equity Research
Portfolio Management
Investments
Equities
Energy
j****[email protected]
Jeffrey Beachell
Partner
Greater Philadelphia Area
Partner
Senior Portfolio Manager & Manager, Operations
Portfolio Manager, Fixed Income Portfolio Manager, & IT Director
Drexel University's LeBow College of Business
University of Oxford
Recommendations: 0
j****[email protected]
Pat Blizzard
Client Portfolio Manager
Greater Philadelphia Area
Client Portfolio Manager
Business Consultant to Financial Advisors
Trust Company Select Service Rep.
Mutual Fund Accounting Supervisor
Field Radio Operator
Penn State University
Bishop McDevitt Highschool
Recommendations: 0
b****[email protected]
Allison (Lucik) Bauer
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Senior Underwriting Officer
Relationship Manager - AVP
Assistant Vice President Account Manager
Loan Review Specialist
Credit Analyst
Bloomsburg University of Pennsylvania
Recommendations: 0
Commercial Banking
Commercial Lending
Small Business Lending
Credit
Credit Analysis
Portfolio Management
Banking
Loans
a****[email protected]
Alexander CFA
Math/Physics Tutor
Greater Philadelphia Area
Math/Physics Tutor
Cellist
Researcher
Portfolio Manager
Researcher, Physics and Engineering Departments
New York University - Leonard N. Stern School of Business
Swarthmore College
Recommendations: 0
Matlab
Portfolio Management
Equities
Economics
Valuation
Physics
Investments
Bloomberg
a****[email protected]
Deborah Tustin
Consultant
Greater Philadelphia Area
Consultant
Vice President - Horsham Council
Financial Advisor ► Financial Analysis ■ Investment Planning ■ Retirement Planning ■ 401K ■ IRAs
Senior Vice President
Vice President
Chief Financial Officer/Treasurer
Vice President - Investment Portfolio Manager
Vice President Institutional Sales
Vice President - Account Manager- Institutional Accounts
University of Pennsylvania - The Wharton School
Recommendations: 0
Investments
Portfolio Management
Leadership
Retirement Planning
Finance
Management
Strategic Planning
Asset Allocation
d****[email protected]
Renzo Cerabino, JD, MBA, CFP, CLU, CDFA
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Wealth Advisor
Financial Advisors
Vice President / Wealth Manager
Vice President / Financial Planner
M&A and Securities Attorney
Villanova University
Villanova University School of Law
Cornell University
Xaverian High School
Recommendations: 0
r****[email protected]
Safa Muhtaseb, CFA
Managing Director/Portfolio Manager
Greater Philadelphia Area
Managing Director/Portfolio Manager
Managing Director / Portfolio Manager
Portfolio Manager
Executive Director / Senior Portfolio Manager
Director of International Equities
Investment Officer
Haslam College of Business at the University of Tennessee
Old Dominion University
New English School Kuwait
Recommendations: 0
Equities
Portfolio Management
Valuation
Series 63
Private Equity
Investments
Financial Analysis
Alternative Investments
s****[email protected]
Alcides Quintana
Accounting/Risk Control
Greater Philadelphia Area
Accounting/Risk Control
Short Sale Portfolio Manager
Reinsurance Analyst
Legal Assistant/Accounting Clerk
Saint Joseph's University
Saint Joseph's University
Recommendations: 0
Microsoft Excel
Financial Analysis
Microsoft Office
Microsoft Word
Customer Service
PowerPoint
Accounting
Insurance
q****[email protected]
Eric Workman
Software Engineer
Greater Philadelphia Area
Software Engineer
Interest Rate Options Trader
Assistant Trader
Interest Rate Derivatives Trader
Trader
Trader / Portfolio Manager
Washington University in St. Louis
Recommendations: 0
Options
Fixed Income
Interest Rate Derivatives
Swaps
Swaptions
Risk
Trading
Derivatives
e****[email protected]
e****[email protected]
Steven Mula, CFA
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
Director, Corporate Outreach
Director, Account Management Group
Vice President
Senior Research Analyst
Vice President, Portfolio Manager
Vice President, Manager of Finance
Analyst, Analytics
University of Massachusetts Boston
University of Massachusetts Boston
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Bloomberg
Analysis
Product Management
Product Development
s****[email protected]
