Top Senior Portfolio Managers in Greater Philadelphia Area
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]
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]
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]
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]
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]
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]
Jeanne Ciampa (Weirgin)
Senior Manager Video on Demand Deployment
Greater Philadelphia Area
Senior Manager Video on Demand Deployment
Senior Portfolio Manager, Video On Demand Deployment
Senior Project Manager
Senior Program Manager
Senior Project Engineer
Product Specialist
Sales Engineer
Summer Intern
SCTE-Georgia Tech Management Development Program
Half The Sky - Program for Emerging Women Leaders
Widener University
Midland Park
Recommendations: 1
VOD
Product Management
Integration
Telecommunications
Program Management
IPTV
Broadband
Digital TV
j****[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]
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]
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]
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]
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]
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]
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]
William CFA
Senior Portfolio Manager
Greater Philadelphia Area
Senior Portfolio Manager
Interim Head, Global Broker & Index Relations
Portfolio Manager
Corporate Strategy
Assistant Portfolio Manager
Equity Trader
Equity Desk Assistant
Financial Analyst
Financial Associate
Finance Office Assistant
Business Analyst
Saint Joseph's University - Erivan K. Haub School of Business
King's College
Blue Ridge High School
Recommendations: 0
w****[email protected]
Andrew Karnavas, CFP
Vice President and Senior Portfolio Manager
Greater Philadelphia Area
Vice President and Senior Portfolio Manager
Gettysburg College
Chestnut Hill Academy
Recommendations: 0
Wealth Management
Wealth Management Services
High Net Worth Individuals
Estate Planning
Investments
Portfolio Management
Private Banking
Retirement Planning
k****[email protected]
Bill Miller
Partner and Investment Specialist
Greater Philadelphia Area
Partner and Investment Specialist
CIO
Interim CIO and Senior Portfolio Manager
Senior Portfolio Manager
Trinity College-Hartford
Recommendations: 0
Portfolio Management
Asset Management
Asset Allocation
Equities
Alternative Investments
Fixed Income
Mutual Funds
Hedge Funds
b****[email protected]
Carol Moody
Board Member
Greater Philadelphia Area
Board Member
Senior Portfolio Manager,Investment Compliance and Operational Risk
Acting Chief Operating Investment Officer
SVP,Chief Risk Officer
Chief Compliance Officer
Associate
School committee
Columbia Law School
The Wharton School
Recommendations: 0
Series 7
Securities
Financial Services
Enterprise Risk Management
Financial Risk
Asset Managment
Mutual Funds
Risk Management
c****[email protected]
Lynn S. Erskine, CFA
Vice President, Senior Portfolio Manager
Greater Philadelphia Area
Vice President, Senior Portfolio Manager
Lehigh University
University of Houston-Clear Lake
Recommendations: 0
l****[email protected]
Clark Stossel
Senior Portfolio Manager, Vice President
Greater Philadelphia Area
Senior Portfolio Manager, Vice President
Investment Advisor, Vice President
Senior Wealth Manager
Assistant Vice President
West Virginia University
Recommendations: 0
Series 7
Investments
Series 66
Private Wealth Management
Wealth Management
Securities
Alternative Investments
Portfolio Management
c****[email protected]
