Top Senior Portfolio Managers in Greater New York City Area
Marc H. Merritt
Independent Review Consultant
Greater New York City Area
Independent Review Consultant
Financial Consultant
Vice President, Corporate Banking Manager, Senior Portfolio Manager
VP, Senior Relationship Manager
Vice President
First Vice President
VP, Sr. RM
VP, Finance Director (Law firm Group - Private Bank & Commercial Markets Group)
VP, Finance Director
Director of Financial Operations
VP (Middle Market Banking)
Commercial Banking Officer
Hofstra University
Babson College
Recommendations: 7
NYS, NJ Insurance Licensed
Commercial Lending
Asset Based Lending
Cash Flow Lending
Law Firm Financing
Securities Lending
Technology
Private Banking
m****[email protected]
Mark D. Ferguson
Director of Program Management
Greater New York City Area
Director of Program Management
Associate Director, BioPharma Project Management
Associate Director, Strategic Operations
Associate Director of Project Management, Operations and Externalization
Senior Portfolio Manager
Senior Program Manager
Wayne State University
Ohio University
University of Cincinnati
Recommendations: 6
Pharmaceutical Industry
Cross-functional Team...
R&D
Project Management
Process Improvement
Six Sigma
PMP
Drug Development
m****[email protected]
Gary Mellow
Regional Reputational Risk Manager, Client Selection, Global Banking & Markets, Americas
Greater New York City Area
Regional Reputational Risk Manager, Client Selection, Global Banking & Markets, Americas
Regional Head of Credit Analyst Unit, Global Banking & Markets, Americas
Team Leader/Senior Credit Analyst & Vice President U.S. Corporate Credit
Relationship Manager
Senior Portfolio Manager 2000 – 2001, Portfolio Manager 1998 – 2000, Financial Analyst 1997 –1998
Associate
Credit Analyst
Binghamton University - School of Management
Townsend Harris High School
Recommendations: 6
Credit Analysis
Credit Risk
Credit
Banking
Team Management
Finance
Financial Analysis
Financial Modeling
g****[email protected]
Anna Seddio
Property Manager
Greater New York City Area
Property Manager
NYS Licensed Salesperson
Senior Portfolio Manager
Property Manager
Owner
illustrator
Owner
Drake Business School
Recommendations: 4
Residential Homes
Spa
Salons
Lifestyle
Condos
Property
Real Estate
Property Management
a****[email protected]
a****[email protected]
Shoaib CPA
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Head of Portfolio Management for Europe & Asia & Member of Management
Senior Portfolio Manager, Strategic Investments Group
Global Head of Portfolio Management & Senior Managing Director
Florida International University
Nova Southeastern University
Recommendations: 4
Hedge Funds
Asset Managment
Portfolio Management
Alternative Investments
Asset Allocation
Asset Management
Fund Of Funds
Structured Products
f****[email protected]
Mark Hanslin
Portfolio Manager
Greater New York City Area
Portfolio Manager
Credit Investment & Portfolio Strategies
Senior Portfolio Manager
Senior Portfolio Manager
Vice President & Senior Team Leader
NYU Stern School of Business
Boston University Questrom School of Business
Recommendations: 4
Portfolio Management
Leveraged Finance
Loans
CLOs
Asset Management
Credit Analysis
Capital Markets
Trading
m****[email protected]
Alberto Mercado Godinez
Business Relationship Manager
Greater New York City Area
Business Relationship Manager
Senior Portfolio Manager, Global Change Delivery
Programme Manager Subdirector, Change Delivery Global Functions
Business Partner Consultant (via Softtek)
IT Integration Consultant Manager
IT Project Leader
Systems Manager
Systems Implementation and Support Manager
Project Leader
System Analyst
Universidad Nacional Autónoma de México
ITESM Campus Guadalajara
Recommendations: 3
Análisis de negocio
Gestión de proyectos
Oficina de gestión de...
Administración y...
Estrategia
Program Management
Project Planning
Resource Management
a****[email protected]
Patricia Grieve
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Senior Credit Officer - Vice President, Deputy Team Leader
Director
Chief Credit Officer
Vice President / Credit Risk Manager
Vice President / Credit Risk Manager
Fordham University - Graduate School of Business Administration
Fordham University
Recommendations: 3
Credit Risk
Credit Analysis
Corporate Finance
Financial Analysis
Cash Flow Forecasting
Communication Skills
Teamwork
Hedge Funds
t****[email protected]
Jeffrey Englander
SVP, Senior Research Analyst
Greater New York City Area
SVP, Senior Research Analyst
Healthcare Industry Analyst
Senior Analyst, Information Security and Infrastructure Software
Sr. Analyst Enterprise Software and Network Security
Senior Portfolio Manager
Retail Equity Strategist
Sr. Analyst, Market Surveillance
University of Maryland - Robert H. Smith School of Business
The George Washington University
Recommendations: 3
Due Diligence
Portfolio Management
Risk Management
Equities
Financial Risk
Strategic Planning
Analysis
Financial Modeling
j****[email protected]
Douglas E. Glaeser
Senior Program Project Manager
Greater New York City Area
Senior Program Project Manager
Senior Program Director (Consultant)
Senior Portfolio Manager (Consultant)
Senior Program Manager (Consultant)
Senior Program / Mission Director (Consultant)
Senior Program Manager (Consultant)
Senior Program / Project Manager (Consultant)
Senior Business Technology Consultant
University of California, Los Angeles
Recommendations: 3
Vendor Management
Project Management
SDLC
Business Analysis
PMO
Program Management
IT Strategy
Process Improvement
d****[email protected]
John T. Sullivan
Emerging Markets Foreign Exchange & Interest Rate Strategist/Commentator
Greater New York City Area
Emerging Markets Foreign Exchange & Interest Rate Strategist/Commentator
Executive Director and Partner
Principal
Senior Portfolio Manager - Fixed Income
Director, Trading and Sales
Director, Treasury and Asset-Liability Management
Vice President - Emerging Markets, Fixed-Income Proprietary Trader
Cornell University - Johnson Graduate School of Management
The University of British Columbia
上智大学
University of California, Santa Cruz
Loyola High School (Los Angeles, Calif.)
Recommendations: 3
Performance Measurement
Budgets
Emerging Markets
Fixed Income
Human Resources
Hedge Funds
Portfolio Management
Equities
j****[email protected]
Paula LaCosta
Senior Manager
Greater New York City Area
Senior Manager
Consultant
Portfolio Manager
Senior Portfolio Manager/VP
New York University - Leonard N. Stern School of Business
Seton Hall University
North Plainfield High
Recommendations: 3
p****[email protected]
michele basilici
Vice President and Senior Portfolio Manager
Greater New York City Area
Vice President and Senior Portfolio Manager
Business Development Officer
Vice President and Portfolio Manager
Assistant Vice President and Portfolio Manager
Institutional Portfolio Administrator
Assistant Portfolio Manager
Paralegal
Fairleigh Dickinson University
Fairleigh Dickinson University
Rutgers University's Douglass College
Recommendations: 2
Investment Advisory
Business Relationship Management
Compliance
New Business Development
Qualitative Research
Wealth Management
Institutional Investors
Trust Management
m****[email protected]
Brandon Campanella
Credit Analyst
Greater New York City Area
Credit Analyst
Senior Portfolio Manager/ Commercial Relationship Manager
Underwriter/Senior Processor
Closing Representative
Flagler College
Recommendations: 2
Loans
Credit
Commercial Mortgages
Banking
Credit Analysis
Underwriting
Portfolio Management
Compliance
b****[email protected]
Travis Trampe
Portfolio Manager
Greater New York City Area
Portfolio Manager
Consultant
Senior Portfolio Manager
Vice President - Portfolio Manager
Quantitative Analyst
Investment Analyst
Vice President - Portfolio Manager
Portfolio Manager
Product Development Analyst
Nebraska Wesleyan University
Recommendations: 2
Portfolio Management
ETFs
Index Funds
Asset Management
Investment Management
Trading
Equities
Mutual Funds
t****[email protected]
Dougal Beard
Senior Director, Strategy & Portfolio, Consumer Healthcare R&D
Greater New York City Area
Senior Director, Strategy & Portfolio, Consumer Healthcare R&D
Chief of Staff, Consumer Healthcare R&D
Strategic Coordinator, Consumer Healthcare R&D
Senior Portfolio Manager, Consumer Healthcare R&D
Principal Consultant, Strategy & Decision Sciences
Consultant, Strategy & Decision Sciences
University of Strathclyde
University of Aberdeen
Recommendations: 2
d****[email protected]
Chris Coward
Global Head of Research Driven Investments
Greater New York City Area
Global Head of Research Driven Investments
Research Analyst
Senior Portfolio Manager
Executive Director
Investor
Global Real Estate Strategist
Head of Latitude Investments
Portfolio Manager
Managing Director, Head of Singapore; Head of Risk - International
Partner
Columbia University - Columbia Business School
CFA Institute
Macquarie University
Recommendations: 1
Investment Management
Hedge Funds
Equities
Investments
Real Estate
Alternative Investments
Portfolio Management
Quantitative Investing
c****[email protected]
Cee Sarabi
Partner & Senior Portfolio Manager
Greater New York City Area
Partner & Senior Portfolio Manager
CIO
Analyst
Associate
University of California, Berkeley
Recommendations: 1
Structured Products
Fixed Income
Hedge Funds
Bloomberg
Derivatives
Capital Markets
Equities
Alternative Investments
c****[email protected]
Jasmine Bhangoo
Digital IT Program Manager
Greater New York City Area
Digital IT Program Manager
IT Program Manager
Senior Portfolio Manager
IT Project Manager
IT Project Manager
IT Business Analyst
CSU Stanislaus
Recommendations: 1
Business Analysis
PeopleSoft
Vendor Management
EDI
SharePoint
Visio
Process Improvement
Requirements Analysis
j****[email protected]
Jeff Bolduc
Quantitative Analyst
Greater New York City Area
Quantitative Analyst
Director of Research and Trading
Associate
Summer Analyst
Managing Director
Senior Vice President, Quantitative Research
Portfolio Manager, Alternative Strategies Group
Senior Portfolio Manager, GAA
The University of Chicago - Booth School of Business
Bates College
University of Oxford
Recommendations: 1
R
Matlab
Fixed Income
Quantitative Investment
Hedge Funds
Asset Allocation
Portfolio Management
Investments
j****[email protected]
j****[email protected]
Amanda Tepper
CEO
Greater New York City Area
CEO
Chair, CT Education Committee
Global Director, Senior Portfolio Managers
Senior Portfolio Manager, Value Equities
Associate Director of Equity Research
Equity Analyst
University of Pennsylvania - The Wharton School
Brown University
Phillips Academy, Andover, MA
Recommendations: 1
Equity Research
Equities
Hedge Funds
Investments
Alternative Investments
Asset Managment
Series 7
Fixed Income
a****[email protected]
a****[email protected]
Andrew Zumwalt-Hathaway
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
USGBC LEED® Faculty™
Co-Chair, NYC Green Codes Task Force
Board Member
Director, Sustainability Consulting
Co-Chair, Committee On The Environment (COTE)
Sustainable Design Coordinator
Parsons School of Design
Recommendations: 1
Green Building
LEED
LEED AP
Sustainability
Sustainable Design
Sustainability Consulting
Green
Energy Efficiency
a****[email protected]
Gilles Laheurte
Owner
Greater New York City Area
Owner
Senior Portfolio Manager / Officer-in-charge / Division for Africa
Columbia University in the City of New York
Recommendations: 1
Construction
Government
Economic Development
Management
International...
Rural Development
Program Management
Capacity Building
g****[email protected]
Daniel Faucetta
Principal
Greater New York City Area
Principal
Principal
Managing Director
Vice President, Senior Portfolio Manager
Vice President Investments
Associate Attorney
Brooklyn Law School
American University
Jericho high school
Recommendations: 0
Tactical Asset Allocation
Individual 401K Advisory
d****[email protected]
3****[email protected]
Mark Kopinski
Investment Analyst
Greater New York City Area
Investment Analyst
Chief Investment Officer - Global & Non-US Equities
SVP & Senior Portfolio Manager
VP & Investment Analyst
Masters Program in Urban Planning, expected 2021
Private Investor
VP & Portfolio Manager
VP & Portfolio Manager
NYU School of Professional Studies
University of Illinois
Middlebury College
Recommendations: 0
English
Photoshop
Public Speaking
Investment Strategies
Microsoft Excel
Equities
Investments
Portfolio Management
m****[email protected]
Jacqueline Bianco
Senior Vice President
Greater New York City Area
Senior Vice President
Senior Portfolio Manager, Portfolio Management Program
Corporate Stock Benefit Consultant
Futures Consulting Team
Columbia University in the City of New York
Recommendations: 0
j****[email protected]
Anna Carlucci
Consultant Services
Greater New York City Area
Consultant Services
Family Sabbatical
Vice President, Senior Portfolio Manager
Vice President/Client Service & Consultant Relations
Vice President, Investment Consultant
Senior Investment Analyst/Associate Fund Manager
Certified Financial Planner Program
Vice President, Portfolio Manager
Vice President, Senior Portfolio Manager
Iona College
Mercy College
Recommendations: 0
Asset Allocation
Portfolio Construction & Analysis
Risk Management
Fund of Funds Management
Institutional Pension Consultant
Marketing
Strategic Partnership Development
Consultative Selling
a****[email protected]
Art DeGaetano
Founder & Chief Investment Officer
Greater New York City Area
Founder & Chief Investment Officer
Senior Portfolio Manager
Managing Director / US Credit
Senior Managing Director / High Yield
Colgate University
Don Bosco Prep
Recommendations: 0
Investments
Mutual Funds
Asset Allocation
Strategy
Analysis
Credit
Hedge Funds
Alternative Investments
a*****@bramshillinvestments.com
Brian Nold
Founding Partner and Chief Investment Officer
Greater New York City Area
Founding Partner and Chief Investment Officer
Managing Director, Senior Portfolio Manager
Associate, High Yield Research
University of Virginia School of Medicine
University of Virginia
Recommendations: 0
Trading
Equities
Credit
Hedge Funds
Fixed Income
Portfolio Management
b****[email protected]
b****[email protected]
Darren Thompson
Special Advisor
Greater New York City Area
Special Advisor
President
Chief Financial Officer
Principal (Executive Director)
Senior Portfolio Manager
Head of Credit Finance and SVP
EVP of Strategy & CFO
Managing Director
Chief Financial Officer
Harvard Business School
Harvard University
Recommendations: 0
Portfolio Management
Strategy
Credit Analysis
Management
Capital Markets
Financial Analysis
Start-ups
Finance
d****[email protected]
Paulus Ingram
Real Estate Investments
Greater New York City Area
Real Estate Investments
Hedge Fund Investments
Senior Portfolio Manager Opportunity Fund & Hedge Funds
Senior Specialist Private Markets Sustainability & Governance
Head of Hedge Fund Investments
Amherst College
University of Oxford - Said Business School
VU University Amsterdam
Recommendations: 0
Alternative Investments
Hedge Funds
Investments
Portfolio Management
Corporate Finance
Asset Managment
Private Equity
Real Estate
i****[email protected]
Oner Ayan
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Portfolio Consultant
Portfolio Manager
Vice President
Consultant
New York University
Bilkent Üniversitesi / Bilkent University
Bilkent Üniversitesi / Bilkent University
Recommendations: 0
Factset
Bloomberg Terminal
Northfield Global
Equities
Fixed Income
Asset Managment
Portfolio Management
Bloomberg
o****[email protected]
o****[email protected]
Steven A. Cohen
Vice President
Greater New York City Area
Vice President
Regulatory Analyst
Vice President, East Coast Sales
Senior Portfolio Manager
Registered Options Trader
Assistant Treasurer
State University of New York at Buffalo
Recommendations: 0
Options
Financial Risk
Financial Markets
ETFs
Electronic Trading
Trading Systems
Finance
Portfolio Management
s****[email protected]
Kevin Jenks
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Senior Trader MD
Founding Partner, Portfolio Manager
Sr. Portfolio Manager
Sr. Portfolio Manager
Sr. Portfolio Manager
Fixed Income trader/ Investment Officer
Trader
Analyst
University of Massachusetts Lowell
Recommendations: 0
Fixed Income
Hedge Funds
Credit Derivatives
Structured Finance
ABS
MBS
CMBS
Trading
k****[email protected]
Andrew Stein
Vice President Asset Backed Finance
Greater New York City Area
Vice President Asset Backed Finance
Senior Managing Director, Head of Commercial Banking and Specialty Finance Eastern Region
Senior Vice President Structured Finance
Head of Commercial Banking Eastern Region
Senior Portfolio Manager
Senior Vice President Capital Markets
Director Structured Finance
Director of Commercial Banking, Specialty Finance and Middle Market
NYU Stern School of Business
Isenberg School of Management, UMass Amherst
Recommendations: 0
Trading
Origination
Deal Structuring
Structured Finance
Securitization
Investment Banking
ABS
CDO
Egidio (Ed) Robertiello, CFA
Partner
Greater New York City Area
Partner
Senior Portfolio Manager - Absolute Return Strategies
Managing Director, Hedge Funds
Managing Director
Senior Managing Director
Managing Director
VP Pension Investments
Fairleigh Dickinson University-Florham Campus
Montclair State University
Recommendations: 0
Alternative Investments
Investments
Portfolio Management
Hedge Funds
Strategic Planning
Asset Allocation
Management
Risk Management
e****[email protected]
Bernel Hall
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Senior Associate/V.P.
Associate Director
Analyst
President and Chief Executive Officer
Chief Executive Officer
Harvard Business School
North Carolina State University
Recommendations: 0
Real Estate Finance
Real Estate Investment
Real Estate Negotiation
Real Estate
Portfolio Management
Leases
Joint Ventures
Valuation
b****[email protected]
Mark Sloss
Head, Investment Management Models and Portfolios
Greater New York City Area
Head, Investment Management Models and Portfolios
Head, Sustainable Investment Implementation for Wealth Management Americas
Founder, President and Owner
Executive Director, Senior Portfolio Manager
Head of Investment Management Research
Director, Investment Content Development
Director, Institutional Manager Research
Director
Northwestern University
Recommendations: 0
Portfolio Management
Investment Research
Variable Annuities
Sustainability
Charities
Philanthropy
Impact Investing
Retirement Plan Consulting
m****[email protected]
David McMahon
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Chief of Operations
Operations Manager
Program Manager
Deputy Program Manager
Roaming trouble shooter
Consultant
Logistics Manager
Proyectokalu
proyectokalu
School of Oriental and African Studies, U. of London
Dublin Institute of Technology
St. Flannans
Recommendations: 0
International Development
Capacity Building
NGOs
Program Management
International Relations
Humanitarian Assistance
Policy Analysis
Africa
d****[email protected]
Joshua Segel
Private Equity Investment Associate
Greater New York City Area
Private Equity Investment Associate
Investment Banking Summer Analyst
Investment Banking Analyst
Senior Portfolio Manager, Private Equity
University of Michigan - Stephen M. Ross School of Business
Recommendations: 0
Investment Banking
Private Equity
Financial Modeling
Valuation
Financial Analysis
Corporate Finance
Capital Markets
Investments
j****[email protected]
Alexander Jung
Fixed Income Research and Technology
Greater New York City Area
Fixed Income Research and Technology
Head of Quantitative Equity Group
Head of Technology, and Senior Strategist of Quantitative Equity Strategies
Co-Head of Quantitative Equity Strategies, Senior Portfolio Manager
Mobile Telecommunications Software Engineer
Tufts University
Stuyvesant High School
Recommendations: 0
a****[email protected]
Matthew Mandell
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
University of Delaware
Recommendations: 0
Real Estate
Leases
Real Estate Economics
Negotiation
Real Estate Development
Asset Management
Disposition
Corporate Real Estate
m****[email protected]
Katerina Alexandraki
Portfolio Manager
Greater New York City Area
Portfolio Manager
Political & Economic Analyst
Portfolio Manager
Emerging Markets Economist/Strategist
Economist - Emerging Markets
Economist
Senior Portfolio Manager
London School of Economics and Political Science
University of Oxford
Recommendations: 0
Emerging Markets
Economics
FX Options
Currency
Fixed Income
Capital Markets
Asset Managment
Investments
k****[email protected]
k****[email protected]
Henry Tang
Director of Research / Senior Vice President
Greater New York City Area
Director of Research / Senior Vice President
Senior Quantitative Analyst
Senior Portfolio Manager / Vice President
Quantitative Analyst
Massachusetts Institute of Technology
Stuyvesant High School
Recommendations: 0
Portfolio Management
Trading Systems
Quantitative Investing
Financial Markets
Global Macro
Trend Following
Fixed Income
Foreign Currency
t****[email protected]
Shugo Ph.D.
Senior Quantitative Strategist
Greater New York City Area
Senior Quantitative Strategist
Senior Portfolio Manager
Quantitative Analyst
Head of Research and Investment Department
Quantitative Analyst
Keio University
Keio University
Keio University
Recommendations: 0
l****[email protected]
Knut Langholm
Senior Portfolio Manager, Emerging Markets Debt
Greater New York City Area
Senior Portfolio Manager, Emerging Markets Debt
Managing Director, PM Emerging Markets Debt, Core+
SVP, PM Global bonds
VP, Analyst global bonds
Treasury Manager
Analyst/PM
Columbia University - Columbia Business School
Norwegian School of Economics (NHH)
Recommendations: 0
k****[email protected]
Mauro Antognelli, CFA
SVP - Senior Investment Strategist
Greater New York City Area
SVP - Senior Investment Strategist
Chief Investment Officer - Eagle Strategies LLC
Director - Portfolio Manager
Senior Portfolio Manager - Global Asset Allocation
VP/Senior Consultant
The University of Chicago - Booth School of Business
The University of Texas at Austin
The University of Texas at Austin
Recommendations: 0
Investment Strategies
Alternative Investments
Fixed Income
Wealth Management
Mutual Funds
Asset Allocation
Private Banking
ETFs
m****[email protected]
Kurt Schansinger
Private Investor
Greater New York City Area
Private Investor
Managing Director and Senior Portfolio Manager
Senior Vice President
Managing Director and Senior Portfolio Manager
New York University Stern School of Business
Georgetown University
Stichting Nijenrode (The Netherlands School of Business)
Recommendations: 0
Equities
Investments
Financial Analysis
Mutual Funds
Business Development
Fixed Income
Portfolio Management
Bloomberg
k****[email protected]
Alexander Craig
Managing Director, Head of US Enterprise Risk
Greater New York City Area
Managing Director, Head of US Enterprise Risk
Director, Liquidity and Interest Rate Risk Management
Funding, Liquidity and Interest Rate Risk Specialist
Senior Portfolio Manager
New York University - Leonard N. Stern School of Business
Binghamton University
Recommendations: 0
Fixed Income
Portfolio Management
Capital Markets
Banking
MBS
Securitization
Liquidity Management
Liquidity Risk
a****[email protected]
Jiangtao Du
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
SVP, Senior Portfolio Manager
Head, MBS Business
Senior Portfolio Manager
Senior Strategist
Analyst, Prepayment Modeler, Portfolio Manager
Harvard University
University of Science and Technology of China
Recommendations: 0
Fixed Income
Trading
Options
Credit Derivatives
Structured Products
Interest Rate Derivatives
Hedge Funds
Capital Markets
j****[email protected]
German Shestakov
Business Analyst
Greater New York City Area
Business Analyst
Senior Portfolio Manager
Tutor
Fund Manager
Operations Manager
Project Manager
Quantitative Research Analyst
Analyst
Kean University
Recommendations: 0
Qualitative Research
Economics
Financial Markets
Analysis
Portfolio Management
Equity Trading
Foreign Exchange
Analytics
s****[email protected]
Nirjhar Jain
Managing Director
Greater New York City Area
Managing Director
Director
Associate
Senior Portfolio Manager
Managing Director
Director
Managing Partner
Sector Head - CLOs
Indian Institute of Management, Calcutta
Indian Institute of Technology, Delhi
Recommendations: 0
ABS
Trading
Factoring
Fixed Income
Hedge Funds
Financial Structuring
Commercial Lending
Structuring
n****[email protected]
Yong Lu
Senior Portfolio Manager, MD
Greater New York City Area
Senior Portfolio Manager, MD
QR
Assistant Professor
Carnegie Mellon University - Tepper School of Business
The Ohio State University
University of Science and Technology of China
Recommendations: 0
y****[email protected]
y****[email protected]
Rodolfo Martell
Associate - Capital Markets
Greater New York City Area
Associate - Capital Markets
Non Executive Director
Adviser
Principal
Managing Director
Assistant Professor of Finance
Head of Portfolio Strategy
Senior Portfolio Manager
Managing Director
The Ohio State University - The Max M. Fisher College of Business
Universidad de las Américas, A.C.
Colegio Humboldt
Recommendations: 0
Quantitative Finance
Fixed Income
Hedge Funds
Investment Management
Equity Research
m****[email protected]
Marc Halle
Managing Director, CIO Global Real Estate Securities
Greater New York City Area
Managing Director, CIO Global Real Estate Securities
Founder, Senior Portfolio Manager
Portfolio Manager, Real Estate Securities
COO / Sr VP
Tufts University
NYU Stern School of Business
Recommendations: 0
Investments
Series 7
Asset Management
Asset Managment
Valuation
Equities
Portfolio Management
Capital Markets
m****[email protected]
Andrew Silverberg
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Executive Vice President, Partner
Senior Vice President, Portfolio Manager
Research Analyst
City University of New York-Brooklyn College
Recommendations: 0
s****[email protected]
Garth Appelt
Senior Managing Director
Greater New York City Area
Senior Managing Director
President
Senior Managing Director
Senior Portfolio Manager
Executive Director
Executive Director
Executive Director
University of Virginia
Recommendations: 0
g****[email protected]
Glenn CFA
Senior Managing Director / Senior Portfolio Manager
Greater New York City Area
Senior Managing Director / Senior Portfolio Manager
Managing Director / Senior Investment Advisor
Investment Associate
Financial Analyst
University of Delaware
Ramapo High School
Recommendations: 0
Alternative Investments
Equities
Asset Allocation
Wealth Management
Investment Advisory
Portfolio Management
Investments
Asset Management
g****[email protected]
Peter Little
Director, International Strategy
Greater New York City Area
Director, International Strategy
Senior Portfolio Manager
Senior Wealth Manager
London School of Economics and Political Science
McGill University
Recommendations: 0
p****[email protected]
Frank CFA
Senior Investment Advisor
Greater New York City Area
Senior Investment Advisor
Senior Portfolio Manager
Senior Vice President - Investment Strategist, Portfolio Manager
Assistant Vice President
Portfolio Analyst
Cornell University - Johnson Graduate School of Management
State University of New York College at Brockport
Recommendations: 0
Asset Allocation
Alternative Investments
Wealth Management
Portfolio Management
Investment Strategies
Investment Management
Asset Managment
Hedge Funds
f****[email protected]
Leo Svoboda, CFA FRM
Macro Analyst
Greater New York City Area
Macro Analyst
Senior Portfolio Manager
Portfolio Manager
Investment Analyst
University of Pennsylvania - The Wharton School
Bowling Green State University
Recommendations: 0
French Proficiency
Bloomberg
Asset Allocation...
Financial Modeling
Investments
Portfolio Management
Hedge Funds
Investment Strategies
s****[email protected]
Patrick Quilty
Portfolio Strategist
Greater New York City Area
Portfolio Strategist
Director and Portfolio Manager
Co-Head Core Taxable Fixed Income
Chief Credit Officer: AIG Global Risk Solutions
Senior Portfolio Manager: Head of Credit Investment Portfolio
Portfolio Manager
Analyst
Co-Founder: Managing Director: Head of Fixed Income Credit
Florida State University - College of Business
Recommendations: 0
Risk Management
Credit Risk
Portfolio Management
Fixed Income
Hedge Funds
Derivatives
Credit
p****[email protected]
p****[email protected]
Karen Inal
Advisor to CEO
Greater New York City Area
Advisor to CEO
Senior Portfolio Manager
EVP, Head of Strategy and M&A
Managing Director
Stanford University
Recommendations: 0
Portfolio Management
Mergers & Acquisitions
Equities
Digital Media
Investment Banking
Strategy
Management
Fixed Income
k****[email protected]
Feng Pan
Senior Trader / Portfolio Manager
Greater New York City Area
Senior Trader / Portfolio Manager
Quantitative Portfolio Manager
Senior Portfolio Manager
Quantitative Portfolio Manager
Columbia University
University of Wisconsin-Madison
University of Science and Technology of China
Recommendations: 0
Quantitative Research
Statistical Arbitrage
High Frequency Trading
Quantitative Investing
Portfolio Management
Market Microstructure
Proprietary Trading
Financial Modeling
f****[email protected]
Paul Kandel
Vice President /Senior Portfolio Manager/Financial Advisor / Financial Planning Specialist
Greater New York City Area
Vice President /Senior Portfolio Manager/Financial Advisor / Financial Planning Specialist
Senior Portfolio Manager
Senior Portfolio Manager
Analyst
Assistant Vice President/Analyst
Columbia University - Columbia Business School
Haverford College
Recommendations: 0
p****[email protected]
Michael Brady
Property Manager
Greater New York City Area
Property Manager
Assistant Property Manager
Sergeant
General Manager
Senior Property Manager
Property Manager
Operations
Senior Real Estate Manager
Senior Portfolio Manager
Adelphi University
Recommendations: 0
Real Estate Development
Contract Negotiation
Lease Administration
Leases
Property
Property Management
Real Estate
Condos
m*****@rockrose.com
Wen PhD
Managing Director, Senior Portfolio Manager
Greater New York City Area
Managing Director, Senior Portfolio Manager
Quantitative Analyst
Portfolio Manager and Head of Quantitative Strategy and Trading
Senior Quantitative Analyst
Columbia University in the City of New York
Columbia University in the City of New York
Graduate School of Chinese Science Academy
Recommendations: 0
Hedge Funds
Bloomberg
Convertible Bonds
Fixed Income
Equities
Derivatives
Quantitative Finance
Portfolio Management
w****[email protected]
Daniel J Bavuso III
Senior Vice President & Senior Portfolio Manager
Greater New York City Area
Senior Vice President & Senior Portfolio Manager
Senior Vice President - Senior Portfolio Manager
Financial Advisor
Investment Representative
Georgetown University
LaSalle College High School
Recommendations: 0
Series 7
Series 63
Equities
Municipal Bonds
Taxable Fixed Income Portfolios
Asset Allocation
Fixed Income
Investments
d****[email protected]
Thomas Price
Partner, Portfolio Manager
Greater New York City Area
Partner, Portfolio Manager
VP, Senior Portfolio Manager
Consultant
Vice President Franklin Mutual Advisors
Managing Director
Founder, Managing Member
Connecticut College
University of Pennsylvania - The Wharton School
Recommendations: 0
Hedge Funds
Equities
Asset Managment
Equity Research
Alternative Investments
Portfolio Management
Private Equity
Investments
t****[email protected]
Andrew Taffet
Chief Investment Officer & Head of Asset Management
Greater New York City Area
Chief Investment Officer & Head of Asset Management
Managing Director, Senior Portfolio Manager
Portfolio Manager
Associate Director, Head of Analytics
Cornell University
Recommendations: 0
Securitization
Capital Markets
Hedge Funds
Portfolio Management
Valuation
Investments
Financial Structuring
Due Diligence
a****[email protected]
Richard Welsh, CFA
Financial Advisor
Greater New York City Area
Financial Advisor
Senior Portfolio Manager
Senior Investment Anlayst
Portfolio Manager
Portoflio Manager/Analyst
International Equity Research Associate
New York University - Leonard N. Stern School of Business
Boston University
The Lawrenceville School
Tabor Academy
Recommendations: 0
Capital Markets
Wealth Management
Investment Management
Financial Analysis
Investor Relations
Equity Valuation
Risk Management
Equity Research
r****[email protected]
Dokyoung Lee
SVP, Director of Research & Portfolio Manager, Global Multi Asset Group
Greater New York City Area
SVP, Director of Research & Portfolio Manager, Global Multi Asset Group
Senior Portfolio Manager - Blend Strategies
Senior Portfolio Manager / Senior Quantitative Analyst - Japan Value Equities
Portfolio Manager - Emerging Markets Value Equities
Quantitative Analyst
Head Of Multi-Asset, Americas
Director of Research/Senior PM - Strategic Asset Allocation
Director of Research/Senior PM - Blend Strategies
Princeton University
Recommendations: 0
Asset Allocation
Equities
Fixed Income
Alternative Investments
Portfolio Management
Quantitative Research
Product Development
Team Building
d****[email protected]
Daniel CFA
Managing Director, Portfolio Manager
Greater New York City Area
Managing Director, Portfolio Manager
Senior Portfolio Manager
Fixed Income Portfolio Manager
Institutional Portfolio Strategist
Senior Analyst
College of the Holy Cross
Recommendations: 0
Fixed Income
CMBS
MBS
ABS
LDI
Asset Allocation
Value Investing
Fundamental Analysis
d****[email protected]
Michael Kosik
Financial Advisor, Vice President-Senior Portfolio Manager
Greater New York City Area
Financial Advisor, Vice President-Senior Portfolio Manager
Vice President, Wealth Management
Wealth Management
City University of New York-Brooklyn College
South Shore High School
PS 233
Recommendations: 0
m****[email protected]
Elizabeth McNeilly, CFP®
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Chief Investment Officer
Chief Financial Officer
Senior Vice President and Team Leader
New York University - Leonard N. Stern School of Business
Rutgers University-New Brunswick
Recommendations: 0
e****[email protected]
Jim CPA
General Partner
Greater New York City Area
General Partner
Principal - Investment Advisor
Senior Portfolio Manager
Executive Vice President, Board of Director, and Portfolio Manager
Senior Auditor, Security Industry-Audit Division
State University of New York College at Buffalo
Recommendations: 0
j****[email protected]
Kevin Greiss, CFP®
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Portfolio Administrator
Trust Administrator
Northwestern University - Kellogg School of Management
Babson College
Recommendations: 0
Portfolio Management
High Net Worth...
Investment Management
Investment Strategies
Investments
Wealth Management
Financial Services
Securities
k****[email protected]
k*****@ntrs.com
Kevin Strauss
President
Greater New York City Area
President
Senior Portfolio Manager
Cornell University - Johnson Graduate School of Management
Cornell University
Recommendations: 0
Asset Management
Portfolio Management
Investments
Investment Management
Fixed Income
Asset Allocation
Asset Managment
High Net Worth Individuals
k****[email protected]
Robert Klein
President & Chief Investment Officer
Greater New York City Area
President & Chief Investment Officer
Managing Director
Senior Portfolio Manager and Managing Director
Managing Director
Stanford Law School
Yale University
Recommendations: 0
k****[email protected]
Jason Wood
EVP & Senior Portfolio Manager
Greater New York City Area
EVP & Senior Portfolio Manager
Analyst
The Wharton School
Recommendations: 0
Enterprise Software
Portfolio Management
Equities
Social Networking
Strategy
Investments
Equity Research
Capital Allocation
j****[email protected]
Jan Koelble
COO & Co-Founder
Greater New York City Area
COO & Co-Founder
Member of the Board - NY Chapter
Head Business & Product / UHNW Strategies
COO Assets & Investments Americas
Senior Portfolio Manager
Portfolio Manager
ZHAW School of Management and Law
Recommendations: 0
Fixed Income
Private Banking
Structured Products
Hedge Funds
Equities
Derivatives
Portfolio Management
Investment Banking
j*****@gmx.ch
Joe DeGregorio
Regional Property Manager
Greater New York City Area
Regional Property Manager
Vice President
Senior Portfolio Manager
City University of New York-Herbert H. Lehman College
New York University
Power Memorial Academy
Recommendations: 0
Real Estate
Facilities Management
Asset Management
Asset Managment
Corporate Real Estate
Property Management
Real Estate Economics
Leases
j****[email protected]
Hirak Biswas
Head of US Treasury Trading
Greater New York City Area
Head of US Treasury Trading
Intern
Executive Director
Senior Portfolio Manager
Manager
Fixed Income Trader
Partner, Chief Operating Officer
Partner, Head of Strategy
Founding Partner
Chief Operating Officer
NYU Stern School of Business
New York University
Recommendations: 0
Fixed Income
Trading
Derivatives
Capital Markets
Hedge Funds
Bloomberg
Equities
Investment Banking
h****[email protected]
Christopher Lutz
Senior Vice President, LMR Group
Greater New York City Area
Senior Vice President, LMR Group
Senior Portfolio Manager
Senior Vice President
Vice President
Muhlenberg College
Teaneck High School
Recommendations: 0
c****[email protected]
Beth Peterson Wahlig
Financial Advisor * Senior Portfolio Manager
Greater New York City Area
Financial Advisor * Senior Portfolio Manager
Managing Director * Senior Portfolio Manager
Vice President * Portfolio Manager * Leveraged Loans
Senior Research Analyst * High Yield Bonds
Senior Portfolio Manager and Fund-of-Funds Manager * High Yield Bonds & Leveraged Loans
Columbia University - Columbia Business School
Wheaton College - Massachusetts
Recommendations: 0
Investment Strategies
Strategic Problem Resolution
Client Relationship Building
Collaborative Contributions
Bloomberg
Fixed Income Analysis
Alternative Investments
Fixed Income
b****[email protected]
Alexandra Rizas - Delaney
Corporate/Private Flight Attendant
Greater New York City Area
Corporate/Private Flight Attendant
Owner
Senior Portfolio Manager
Senior Portfolio Manager
Finacial Advisor
Money Manager
Monmouth University
Monmouth University
Recommendations: 0
Marketing
Event Planning
Weddings
Corporate Events
Marketing Strategy
Portfolio Management
Event Management
Social Media
a****[email protected]
a*****@stellabyrdevents.com
Walter Prendergast
Senior Managing Director / Senior Portfolio Manager / CIO
Greater New York City Area
Senior Managing Director / Senior Portfolio Manager / CIO
Senior Portfolio Manager / SVP Corporate Development
President / Senior Portfolio Manager
Managing Director / Senior Portfolio Manager
VP /Portfolio Manager/Senior Investment Analyst
Corporate Development Associate
Quantitative Equity Analyst
President
Baruch College, City University of New York (CUNY)
Bernard Baruch College
Recommendations: 0
w****[email protected]
Erik Hoyos
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Southwestern University
Recommendations: 0
Portfolio Management
Financial Structuring
Insurance
Finance
Life Settlements
Investments
Life Insurance
Alternative Investments
h****[email protected]
Carl Belczynski Jr
CEO MICO Innovations, LLC
Greater New York City Area
CEO MICO Innovations, LLC
Executive VP Rockwell Medical
VP Healthcare Equity Capital Markets
Senior Portfolio Manager
Senior Portfolio Manager
Senior Research Analyst/Portfolio Manager
Senior Research Analyst, Medical Technology
University of Michigan
University of Michigan
Recommendations: 0
Portfolio Management
Venture Capital
Medical Devices
Financial Modeling
Valuation
Due Diligence
Mergers & Acquisitions
Clinical Research
d****[email protected]
John Caroli, CFP
Partner
Greater New York City Area
Partner
Senior Portfolio Manager
municpal bond trader
Tufts University
Massachusetts Institute of Technology
Recommendations: 0
Hedge Funds
Equities
Wealth Management
Derivatives
Asset Allocation
Estate Planning
Fixed Income
Financial Markets
j****[email protected]
Niall Freeman
Director, Asset Services
Greater New York City Area
Director, Asset Services
Director, Asset Services
Senior Portfolio Manager
Property Manager
Assistant Chief Engineer
Lead Engineer
Recommendations: 0
Property Management
Leases
Real Estate
Corporate Real Estate
Tenant
Asset Managment
Landlord
Investments
n****[email protected]
Nat CAP®
Financial Advisor
Greater New York City Area
Financial Advisor
Investment Advisor
Senior Portfolio Manager
Principal
Principal
Trinity College-Hartford
St. Paul's School
Recommendations: 0
n****[email protected]
Mark Ukrainskyj
Senior Portfolio Manager & Principal
Greater New York City Area
Senior Portfolio Manager & Principal
Chairman of the Board
Director
Chief Investment Officer
Portfolio Manager
Analyst
University of California, Berkeley - Walter A. Haas School of Business
The Wharton School
University of Pennsylvania
Recommendations: 0
m****[email protected]
m****[email protected]
Valerie Hammond
Senior Portfolio Manager/Senior Vice President
Greater New York City Area
Senior Portfolio Manager/Senior Vice President
Officer
Adelphi University
Holy Trinity
Recommendations: 0
Asset Allocation
v****[email protected]
Robert (Ret)
Sr. Project Manager, Empire State Building
Greater New York City Area
Sr. Project Manager, Empire State Building
Account Manager: GMAC Mortgage
Chief Executive Officer (Volunteer)
Vice President (Consultant)
Senior Portfolio Manager
Broker - Sales Associate (Part Time)
Vice President (Non-Profit Volunteer)
Director of Space Preparation
Investment Manager
LTC (Ret): US Army
Vandal 06
NYC Project Manager
Senior Vice President: Asset Services (NE Region Position Eliminated)
Asset Manager - Eastern Region
US Army Command & General Staff College
United States Military Academy at West Point
United States Military Academy Prep School
Recommendations: 0
r****[email protected]
Bob Forster
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Vice President, Senior Asset Management Officer
Portfolio Manager - Montgomery Wards
Senior Project Analyst
Senior Asset Manager
Placements Portfolio Manager
Senior Portfolio Manager - Strategic Capital Group
Senior Staff Accountant
Vice President of Asset Management
Senior Portfolio Manager - East Region
New York University
Boston College
Recommendations: 0
b****[email protected]
Joseph Veeneman
Senior Portfolio Manager, Asset Allocation Strategy & Alternative Investments
Greater New York City Area
Senior Portfolio Manager, Asset Allocation Strategy & Alternative Investments
Portfolio Manager, Fixed Income and Stable Value Investments
Summer Associate
Portfolio Manager, Global Equities & Risk Management
Senior Treasury Strategist
Corporate Finance, IBM Systems & Technology Group
University of Notre Dame
University of Notre Dame - Mendoza College of Business
Fordham University School of Law
Recommendations: 0
Portfolio Management
Financial Reporting
Asset Management
Risk Management
Equities
Fixed Income
Financial Planning
Business Strategy
j****[email protected]
Kapil Singh, CFA
Managing Member
Greater New York City Area
Managing Member
Vice President - Quantitative Risk Analytics
Quantitative Analyst/Developer
Senior Portfolio Manager
Derivatives & Hedging Pofessional
Vice President - Quantitative Analyst, Convertible Bonds
Fixed Income Analyst
Prior Experience - Senior Software Engineer: AutoDesk Inc., Intergraph Inc., Iconnex Corp.
Oregon Graduate Institute of Science and Technology
University of Central Florida
Florida Institute of Technology
Indian Institute of Technology, Kanpur
Recommendations: 0
Pricing & Risk Analytics
Hedging & Derivatives
Fixed Income Models & Analytics
Quantitative Investing
Equities
Derivatives
Portfolio Management
Fixed Income
k****[email protected]
Paul Malecki
Senior Portfolio Manager and Principal
Greater New York City Area
Senior Portfolio Manager and Principal
Vice President and Manager, Leveraged Lending Group
Vice President and Manager
Vice President and Manager
Assistant Vice President
Assistant Cashier
Credit Analyst
Fairleigh Dickinson University, MBA
St. Peter's University
Recommendations: 0
Hedge Funds
Fixed Income
Structured Finance
Alternative Investments
Credit
Leveraged Finance
High Yield
Financial Structuring
m****[email protected]
Lee Rodon
Senior Portfolio Manager
Greater New York City Area
Senior Portfolio Manager
Analyst/ Associate - Operations/ Trade Support
Fordham University - Graduate School of Business Administration
Radford University - College of Business and Economics
Recommendations: 0
Fixed Income
Capital Markets
Bloomberg
Valuation
Structured Products
Portfolio Management
Financial Markets
Asset Management
l****[email protected]
