Top Investment Officers in Greater Boston Area
James Barrows
Associate Director of Community Relations
Greater Boston Area
Associate Director of Community Relations
Investor Relations Manager
Manager, Communications and Research
Associate Investment Officer
Deputy Director
Research Director
Assistant Property Manager
Assistant Director
Amherst College
Massasoit Community College
Recommendations: 6
Community Outreach
Community Development
Nonprofits
Press Releases
Higher Education
Public Speaking
Marketing Communications
Editing
j****[email protected]
Kiki Johnston
Managing Director, MassChallenge Boston
Greater Boston Area
Managing Director, MassChallenge Boston
Investment Officer
American University
Recommendations: 6
Business Development
Marketing
Digital Marketing
Board of Director experience
Strategic Partnerships
Fundraising
Event Planning
International Development
k****[email protected]
k*****@fullcirclefund.org
Shari Crawford
Jr. Investment Officer
Greater Boston Area
Jr. Investment Officer
Client Support Manager
Client Account Coordinator
Lead Teller
Bank Services Representative
University of New Hampshire - Whittemore School of Business and Economics
Newbury College
Recommendations: 4
Environmental Services
Due Diligence
Account Management
Project Management
CRM
Proposal Writing
Sales
Team Leadership
s****[email protected]
Gregory Winn
Vice President - Treasury
Greater Boston Area
Vice President - Treasury
Vice President - Global Financial Planning & Analysis
Senior Vice President - Treasurer and Chief Investment Officer
Vice President & Treasurer
Senior Vice President & Treasurer
AVP Asset Based Lending
Commercial loan Officer
Sales Administrator
Harvard Business School
Duke University
Phillips Academy
Recommendations: 3
Insurance
Investments
Corporate Finance
Treasury Management
Capital Markets
Financial Analysis
Financial Planning
Mergers
g****[email protected]
Rafi Menachem, CMFS
Emerging Markets Standards Advisory Council Member
Greater Boston Area
Emerging Markets Standards Advisory Council Member
Asia Investment Officer
Middle Office Operations & Risk Officer
Business Analyst
Monitoring & Evaluation Intern
Management Intern
Boston University Graduate School of Management
The George Washington University - School of Business
Recommendations: 3
Financial Modeling
Emerging Markets
Strategy
Private Equity
Due Diligence
Entrepreneurship
Corporate Finance
Project Planning
r****[email protected]
r****[email protected]
Michael CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Vice President, Relationship Manager, Financial Reserves Management
Vice President, Product Engineer
Principal
Senior Vice President, Head of Insurance Investment Management Group
New York University - Leonard N. Stern School of Business
Lehigh University
Recommendations: 2
Investments
Fixed Income
Asset Management
Portfolio Management
Equities
Financial Services
Alternative Investments
Hedge Funds
m****[email protected]
Todd Merkle
Managing Principal
Greater Boston Area
Managing Principal
Chief Investment Officer
Vice President
Vice President
Associate
Analyst
Cornell University
Danvers High School (Danvers, MA)
Recommendations: 2
Financial Modeling
Asset Management
Real Estate
Investments
Real Estate Economics
Real Estate Development
Valuation
Due Diligence
t****[email protected]
t****[email protected]
Coleman CFA
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Senior Investment Officer
SVP Investor Relations and IRO
Senior Vice President Investor Strategy and Investor Relations Officer (2015 - Present)
Director of Investor Relations
Senior Analyst/Sr. Portfolio Manager
VP and Investor Relations Officer
Texas A&M University - Mays Business School
Washington University in St. Louis - Olin Business School
Recommendations: 1
Investor Relations
Financial Analysis
Equities
Healthcare
Financial Modeling
Asset Management
Portfolio Management
Securities
c****[email protected]
c****[email protected]
David CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Managing Director/Senior Portfolio Manager
Senior Portfolio Manager
Suffolk University - Sawyer School of Management
University of Massachusetts, Amherst
Recommendations: 1
Investments
Wealth Management
Portfolio Management
Investment Management
Fixed Income
Asset Management
Investment Strategies
Separately Managed Accounts
d****[email protected]
Maria Garrahan
Global Asset Allocation Analyst
Greater Boston Area
Global Asset Allocation Analyst
Director of Research, Senior Investment Officer
Investment Officer, Strategy Group
Teaching Assistant
Quantitative Researcher - Investor Behavior Research Team
Research Assistant to Ken Froot
Northeastern University
Eastern Connecticut State University
Chelmsford High School
Recommendations: 0
Research
Econometrics
SQL
Stata
Event Planning
Statistics
Matlab
PowerPoint
g****[email protected]
m****[email protected]
Thanh Tran, CFA
Investment Officer & Quantitative Portfolio Manager
Greater Boston Area
Investment Officer & Quantitative Portfolio Manager
Sr. Portfolio Manager & Quantitative Researcher
Associate
The University of Chicago - Booth School of Business
Haverford College
Recommendations: 0
Equities
Portfolio Management
Asset Management
Financial Modeling
Investments
Mutual Funds
Trading
Financial Risk
t****[email protected]
Sally Dungan
Trustee
Greater Boston Area
Trustee
Chief Investment Officer
Pomona College
Recommendations: 0
Hedge Funds
Asset Management
Private Equity
Fixed Income
Emerging Markets
Alternative Investments
Asset Managment
Investments
s****[email protected]
Olawale Wale-Falope
Partner
Greater Boston Area
Partner
Assistant Chief Investment Officer
Hult International Business School
Recommendations: 0
o****[email protected]
Jeffrey Mortimer
Director of Investment Strategy - BNY Mellon Wealth Management
Greater Boston Area
Director of Investment Strategy - BNY Mellon Wealth Management
Vice President, Partner
Chief Investment Officer
University of Chicago
Babson College
Recommendations: 0
m****[email protected]
Dan Ricciardi
Lecturer, Center for Interdisciplinary Studies
Greater Boston Area
Lecturer, Center for Interdisciplinary Studies
Interim Chief Investment Officer
Investment Analyst
Lecturer, JD Power Center for Liberal Arts in the World
Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
College of the Holy Cross
Recommendations: 0
Investments
Alternative Investments
Bloomberg
Asset Management
Equities
Private Equity
Mutual Funds
Hedge Funds
d****[email protected]
d****[email protected]
Adam Portnoy
President & CEO
Greater Boston Area
President & CEO
Senior Investment Officer
Vice President
President & CEO
Analyst / Asscoiate
Occidental College
Recommendations: 0
Emerging Markets
Project Finance
Private Equity
Due Diligence
Investments
Valuation
Financial Modeling
Investment Management
a****[email protected]
Frederick Goff
Founder & CEO
Greater Boston Area
Founder & CEO
CEO/CIO
Chief Investment Officer
Managing Director - Head of EM Trading and Derivatives
Vice President, Emerging Market Trader
Massachusetts Institute of Technology
Carnegie Mellon University - H. John Heinz III College
Carnegie Mellon University - Tepper School of Business
Recommendations: 0
Global Talent Acquisition
Start-ups
Entrepreneurship
Online Advertising
Strategy
Web Analytics
Career Development
Emerging Markets
f****[email protected]
Gildas CAIA
Managing Director, Chief Investment Officer
Greater Boston Area
Managing Director, Chief Investment Officer
Deputy Chief Investment Officer
Portfolio Manager
Director Portfolio Management & Investment Analytics
Financial Analyst
Partner, Chief Investment Officer
Director, Deputy Chief Investment Officer
Northeastern University - Graduate School of Business Administration
Reims Management School
Recommendations: 0
Portfolio Management
Asset Allocation
Risk Management
Excel
Investments
Fixed Income
Equities
Microsoft Excel
g****[email protected]
Helen Frame Peters
Advisory Board
Greater Boston Area
Advisory Board
Trustee; Member of Audit Committee
Overseer
Professor of Finance
Board Member, Chair of the Finance Committee
Board Member and Chair of the Risk Committee
StreetTracks Series Trust: Chair, Audit Committee
Board of Directors
Board of Directors
Adjunct Professor of Finance
Dean, Carroll School of Management
Managing Director, Global Bond Group
Chief Investment Officer
Chief Investment Officer
Managing Director
President
Vice President and Group Manager
Assistant Vice President, Investment Department
Manager and Economist, Research Department
Director of Economic Research
Peking University
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania
Cushing Academy
Ipswich
Boston College
Recommendations: 0
Investments
Risk Management
Corporate Governance
Security Analysis
Corporate Finance
h****[email protected]
David CFA
Managing Director of Global Fixed Income
Greater Boston Area
Managing Director of Global Fixed Income
CEO & Chief Investment Officer
Vice President and Portfolio Manager – Global Credit Strategies
Vice President and Research Analyst
Chief Investment Officer
Active Fixed Income CIO
Boston University Questrom School of Business
University of Rhode Island
Recommendations: 0
Fixed Income
Portfolio Management
Mutual Funds
Investments
Bonds
High Yield
Credit
Asset Allocation
d****[email protected]
Philip Rotner
Banking Officer
Greater Boston Area
Banking Officer
Chief Investment Officer
Vice President
Managing Director
The University of Chicago Booth School of Business
Amherst College
Doshisha University
Recommendations: 0
Private Equity
Venture Capital
Asset Managment
Financial Modeling
Investments
Valuation
Due Diligence
Portfolio Management
p****[email protected]
p****[email protected]
Chris Conkey
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Fixed Income CIO
Global Chief Investment Officer
Equity Group CIO
Head of Public Markets, Global Chief Investment Officer
President, CEO and Global Chief Investment Officer
President and CIO
Recommendations: 0
c****[email protected]
Collette Chilton
Investment Committee Member
Greater Boston Area
Investment Committee Member
Board Member
Board Member
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Board Member
Member Board of Directors
Investment Committee Member
Board Member
The Tuck School of Business at Dartmouth
University of California, Berkeley
Redwood High School
Recommendations: 0
Investments
Hedge Funds
Private Equity
Asset Managment
Venture Capital
c****[email protected]
Lisa Vazquez
Assistant Portfolio Manager, Private Equity
Greater Boston Area
Assistant Portfolio Manager, Private Equity
Investment Officer, Private Equity
Equity Institutional Sales
Interest Rate Derivatives Sales
Investment Banking Intern
Williams College
Series 7, Series 63, Series 3 (expired)
Recommendations: 0
Hedge Funds
Equities
Capital Markets
Emerging Markets
Investment Banking
Fixed Income
Interest Rate Derivatives
Private Equity
e****[email protected]
John Dragat
Senior Vice President, Development
Greater Boston Area
Senior Vice President, Development
Principal
Chief Investment Officer
Senior Vice President & Principal
SVP & Principal
Director of Retail Development
Boston University Questrom School of Business
Wilbraham & Monson Academy
Recommendations: 0
Real Estate Development
Investments
Construction
Economic Development
Real Estate Economics
Due Diligence
Real Estate
Mixed-use
j****[email protected]
Kathleen Browne
Director, Alternative Investments
Greater Boston Area
Director, Alternative Investments
Associate
Associate
Law Clerk
Associate
Chief Investment Officer
Managing Director
Massachusetts Institute of Technology - Sloan School of Management
Boston College Law School
Union College
Recommendations: 0
Due Diligence
Valuation
Private Equity
Alternative Investments
Hedge Funds
Venture Capital
Financial Modeling
Investments
k****[email protected]
Sam Wardwell
Investment Strategist
Greater Boston Area
Investment Strategist
Managing Director
Vice President
Senior Product Manager
staff member
Investment Officer
Williams College
Recommendations: 0
Fixed Income
Product Management
Equities
Investments
Alternative Investments
Mutual Funds
Financial Analysis
Asset Allocation
s****[email protected]
Stanley Mavromates
Americas, Chief Investment Officer
Greater Boston Area
Americas, Chief Investment Officer
Chief Investment Officer
Deputy Chief Investment Officer
Investment Officer
Bentley College - Elkin B. McCallum Graduate School of Business
Northeastern University
Recommendations: 0
Alternative Investments
Asset Allocation
Hedge Funds
Fund Of Funds
Endowments
Investment Strategies
Fixed Income
Investment Management
s****[email protected]
Bill McCullen
Consultant
Greater Boston Area
Consultant
Product Manager
Director
Consultant
Research Analyst
Chief Investment Officer
Independent Consultant
Director of Product Management
Director of Product Management
Director of Product Management and Strategic Planning
Massachusetts Institute of Technology - Sloan School of Management
Worcester Polytechnic Institute
Worcester Polytechnic Institute
Recommendations: 0
b****[email protected]
b*****@launch-capital.com
Tim Cohen
Director of Research - High Yield Division
Greater Boston Area
Director of Research - High Yield Division
Research Analyst
Portfolio Manager
Global Head of Equity Research
Co-Head of Equity
Chief Investment Officer
The Wharton School
University of Vermont
Recommendations: 0
t****[email protected]
Christopher Knisley
President
Greater Boston Area
President
Chief Investment Officer
Managing Director/Partner
Vice President/Partner
Asset Manager
Vanderbilt University - Owen Graduate School of Management
Vanderbilt University
Deerfield Academy
Recommendations: 0
Asset Managment
Finance
Family Office
Investments
Disposition
Equities
Asset
Commercial Real Estate
k****[email protected]
Steve Vazquez
CLO Analyst
Greater Boston Area
CLO Analyst
Investment Officer, Fixed Income
Structured Products Consultant
Insurance-Linked Securities
Fixed Income Sales & Trading
Technology
Harvard University
NYU Stern School of Business
Recommendations: 0
Asset Management
Structured Credit
Portfolio Management
CLO
Fixed Income
Trading
Securities
Alternative Investments
s****[email protected]
Avtar Vasu
Associate
Greater Boston Area
Associate
Civil Engineer
Senior Managing Director
Founding Partner
Vice President
Interim CIO
Chief Investment Officer
Co Portfolio Manager
Managing Director
Executive Managing Director, Head of Global Private Investments
The University of Chicago - Booth School of Business
State University of New York College at Buffalo
Delhi College of Engineering
Recommendations: 0
Hedge Funds
Capital Markets
Asset Managment
Investment Management Industry
Derivatives
Private Equity
Valuation
Alternative Investments
m****[email protected]
Bala Cumaresan
Director of Research
Greater Boston Area
Director of Research
Quantitative Investment Analyst
Chief Executive Officer
Chief Investment Officer
University of Connecticut
Bharathiar University
Recommendations: 0
b****[email protected]
Eric Jansen
Founder
Greater Boston Area
Founder
Founder, President & Chief Investment Officer
Financial Advisor / Managing Partner
505th ASA Co.
Purdue University
The American College
Framingham State University
Recommendations: 0
e****[email protected]
Will Braman
Senior Equity Analyst
Greater Boston Area
Senior Equity Analyst
Principal
Chief Investment Officer
Chief Investment Officer
Equity & Credit Analyst
Portfolio Manager / Senior Analyst
Chief Investment Officer
Head of Investment Team - North America
CEO - Americas
Bucknell University
Eaglebrook School
Recommendations: 0
Equities
Mutual Funds
Risk Management
Executive Management
UCITS
Fund Of Funds
Alternative Investments
Hedge Funds
w****[email protected]
Matthew Gottesdiener
Investment Professional
Greater Boston Area
Investment Professional
Associate Broker
Chief Executive Officer
Franchise Manager
Chief Investment Officer
Senior Vice President, Acquisitions & Corporate
Yale University
Milton Academy
Recommendations: 0
Securities
Economics
Bloomberg
Real Estate
Commercial Real Estate
Valuation
Fixed Income
Financial Modeling
m****[email protected]
Matt Nelson
Associate
Greater Boston Area
Associate
Head of Investor Relations
Senior Investment Officer
Senior Consultant - Private Equity
Managing Director, Investor Relations
Head of North American Investor Relations
Vice President - Fund Development
University of Virginia School of Law
Williams College
Recommendations: 0
Private Equity
Venture Capital
Fundraising
Marketing
Fund Investing
Investor Relations
m****[email protected]
David Wonn CFA
Managing Director, Investment Strategy Innovation
Greater Boston Area
Managing Director, Investment Strategy Innovation
Managing Director, Institutional Investment Strategist
Vice President
Client Portfolio Manager
Senior Vice President - Institutional Portfolio Manager
Vice President
Senior Investment Officer
Director of Research and Investment Consultant
Investment Analyst
Systems Programmer / Internal Audit
University of Pittsburgh
Duquesne University
South Hills Catholic
Recommendations: 0
Asset Allocation
Valuation
Private Equity
Emerging Markets
Corporate Finance
Bonds
Investment Banking
Investment Management
d****[email protected]
d*****@tiaa-cref.org
Paul AAMS®
Senior Vice President - Investment Officer
Greater Boston Area
Senior Vice President - Investment Officer
Vice President - Investments, AAMS®
VP
Account Executive
University of Massachusetts Boston
Boston Latin School
University of Massachusetts, Amherst
Recommendations: 0
Investments
Strategic Planning
Risk Management
Securities
Asset Allocation
Estate Investment...
Deferred Compensation...
Concentrated Stock...
p****[email protected]
Scott Zerneri
Research Analyst
Greater Boston Area
Research Analyst
Client Service Associate
Assistant Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
University of Massachusetts at Amherst - Isenberg School of Management
Central Catholic High School
Recommendations: 0
Bloomberg
Mutual Funds
Asset Managment
Asset Allocation
Fixed Income
Investments
Portfolio Management
Alternative Investments
s****[email protected]
Gary CFA
Finance Instructor
Greater Boston Area
Finance Instructor
Intern
Managing Partner, Chief Investment Officer
Managing Director, Portfolio Manager
Equity Research Associate
Portfolio Manager/Senior Equity Analyst
Massachusetts Institute of Technology
Stuyvesant High School
Recommendations: 0
Value Investing
Industry Analysis
Factset
Equity Research
Investments
Equities
Portfolio Management
Equity Valuation
g****[email protected]
Quade David
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Senior Vice President & CFO
Executive Vice President
Executive Vice President & CFO
President
Northwestern University Graduate School of Business
Central Michigan University Graduate School of Business Adminstration
Central Michigan University
Recommendations: 0
d****[email protected]
Valbona Schwab
Investment Analyst Intern
Greater Boston Area
Investment Analyst Intern
Equity Analyst Intern
Senior Associate
Portfolio Manager, Alternatives Assets
Managing Director
Trustee and Investment Committee Chair
Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
University of Maine
American University in Bulgaria
Recommendations: 0
Investments
Portfolio Management
Hedge Funds
Alternative Investments
Financial Modeling
Investment Management
Due Diligence
Valuation
v****[email protected]
v****[email protected]
Nicholas Warren
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Managing Director
Investment Analyst
IT Professional
The University of Chicago Booth School of Business
Northwestern University
Recommendations: 0
Alternative Investments
Hedge Funds
Asset Allocation
Equity Research
Investment Management
Value Investing
Private Equity
Equities
n****[email protected]
Jonathan G.
Manager Selection
Greater Boston Area
Manager Selection
Hedge Fund Product Managment Analyst
Investment Consultant
Chief Investment Officer
Area Director of Finance
Associate
Harvard Business School
Harvard University
Bowdoin College
Recommendations: 0
j****[email protected]
j****[email protected]
Eugene Reilly
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Director
Chief Investment Officer
Harvard College
Recommendations: 0
Disposition
Real Estate Development
Asset Managment
Real Estate Economics
Real Estate
e****[email protected]
Christopher CFA
Head of Global Public Markets & Executive Managing Director
Greater Boston Area
Head of Global Public Markets & Executive Managing Director
Senior Vice President & Managing Director, Global Investment Grade Fixed Income (Head of Credit)
Vice President & Manager, Global Investment Grade Fixed Income Credit (Head of Credit)
Assistant Vice President & Managing Director
Senior Investment Officer
Investment Officer
Senior Investment Analyst
Northeastern University
University of Massachusetts Lowell
Recommendations: 0
Financial Analysis
Portfolio Management
Investments
Insurance
Fixed Income
Credit
Finance
Financial Modeling
c****[email protected]
Duncan Gillan
Senior Vice President - Investment Officer
Greater Boston Area
Senior Vice President - Investment Officer
University of Massachusetts, Amherst
Recommendations: 0
Executive Compensation
10b5-1 Plans
Rule 144 Sales
Retirement Plan...
401k Rollovers
d****[email protected]
Matt Ogden
Founder & Managing Partner
Greater Boston Area
Founder & Managing Partner
Founder & Managing Partner
Investment Professional
Chief Investment Officer
Investment Professional
University of Pennsylvania - The Wharton School
Plantation High School
Recommendations: 0
Finance
Due Diligence
Mergers & Acquisitions
Buyouts
Middle Market
LBO
Capital
Capital Structure
m****[email protected]
Kenneth Shimberg
Principal
Greater Boston Area
Principal
Managing Director
Acting Chief Investment Officer
Managing Director
Massachusetts Institute of Technology - Sloan School of Management
Recommendations: 0
Investments
Portfolio Management
Alternative Investments
Asset Allocation
Venture Capital
Private Equity
Emerging Markets
Investment Management
k****[email protected]
Bob Magan
Investment Advisor
Greater Boston Area
Investment Advisor
SVP & Private Banking Investment Officer
Portfolio Manager
Plymouth State University
Recommendations: 0
Asset Allocation
Portfolio Management
Equities
Wealth Management
Asset Management
Fixed Income
Alternative Investments
Investment Strategies
b****[email protected]
Phil Boole
Managing Principal
Greater Boston Area
Managing Principal
Partner
Managing Principal
Senior Vice President, Director of Business Development
Senior Investment Officer
University of New Hampshire
Boston College
Recommendations: 0
Alternative Investments
Emerging Markets
Private Equity
Fund Of Funds
Asset Management
Venture Capital
Investments
Strategy
p****[email protected]
Richard Herlihy
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Executive Vice President
Senior Director
Senior Vice-President
Vice-President
College of the Holy Cross
Belmont Hill School
Recommendations: 0
r****[email protected]
Kelsey Morgan
Associate Director
Greater Boston Area
Associate Director
Summer Intern
Managing Director
Deputy Chief Investment Officer
Senior Associate
Senior Associate
Associate
The Tuck School of Business at Dartmouth
Dartmouth College
Recommendations: 0
Private Equity
Financial Modeling
Valuation
Due Diligence
Venture Capital
Equities
Financial Analysis
Hedge Funds
k****[email protected]
Jacqueline Levasseur Demetroulakos, PMP
Manager, Project Management - Application Development
Greater Boston Area
Manager, Project Management - Application Development
Program Portfolio Manager - Professional Services Organization
Manager - Project Management Office
Senior Business Consultant - Project Management Office
Relationship Manager/Systems Analyst
Senior Program Manager
Senior Process Improvement Analyst
Senior Business Analyst
Business/Product Analyst
Investment Analyst
Assistant Vice President & Investment Officer
Investment Analyst
Internal Auditor
Head teller (part time while in college)
Rivier College
University of St. Thomas
Southern New Hampshire University
Recommendations: 0
j****[email protected]
Kathy-Ann Reissman, CFA
xx
Greater Boston Area
xx
Director of Public Markets
Chief Investment Officer
Wharton Graduate School of Business
Villanova University
HBS/CFA Workshop
Recommendations: 0
k****[email protected]
Dan Kerner
Vice President
Greater Boston Area
Vice President
Principal
Partner
Vice President
Manager
2nd Vice President
Senior Investment Officer
Real Estate Representative
Trinity College-Hartford
University of Connecticut
Recommendations: 0
Real Estate Economics
Investment Properties
Real Estate
Loans
Disposition
Commercial Mortgages
Banking
Equities
d*****@cp-cap.com
Bruce Stewart
Managing Director
Greater Boston Area
Managing Director
Director - Investment Strategist
Co-Head of Investments
Chief Investment Officer
University of Pennsylvania - The Wharton School
Purdue University
Recommendations: 0
Investment Management
Portfolio Construction
Manager Research
Quantitative Analytics
Relationship Management
Asset Allocation
Leadership
Data Analysis
p****[email protected]
William Parent
President & Chief Executive Officer
Greater Boston Area
President & Chief Executive Officer
Partner and Chief Investment Officer
Partner
Managing Director and Co-Head of Private Equity Group
Managing Director - Vice President
Director, Mergers & Acquisitions
Senior Director
President
Senior Vice President & Chief Financial Officer
Vice President
Senior Audit Manager - Staff
Bentley University
Recommendations: 0
w****[email protected]
Chris Meadows
Institutional Investment Officer
Greater Boston Area
Institutional Investment Officer
Associate Vice President-Investments
Financial Consultant
VP Sales & Marketing
Vice President Sales & Marketing
Sales Manager
Business Development Specialist
University of Alabama
Recommendations: 0
Manufacturing
New Business Development
Product Development
Process Improvement
Sales Management
Purchasing
Continuous Improvement
International Sales
c****[email protected]
Eric Sears
Assistant Vice President
Greater Boston Area
Assistant Vice President
Senior Pension Investment Manager
Supervisor - Performance Measurement
Senior Investment Officer
Market Risk Analyst
Boston College Carroll School of Management
Bentley University
Recommendations: 0
Asset Management
Hedge Funds
Asset Allocation
Due Diligence
Investments
Portfolio Management
Securities
Pensions
e****[email protected]
Scott Schermerhorn
Lead Portfolio Manager
Greater Boston Area
Lead Portfolio Manager
Portfolio Manager
Managing Director CIO
President Chief Investment Officer
Managing Principal/Chief Investment Officer
Portfolio Manager Head of Value Team
Portfolio Manager
Seton Hall University
Boston University Questrom School of Business
Manchester jr-sr
Recommendations: 0
Portfolio Management
Investments
Asset Management
Asset Allocation
Equities
Asset Managment
Fixed Income
Mutual Funds
s****[email protected]
s*****@graniteinv.com
Sarah N. Samuels, CFA
Deputy Chief Investment Officer
Greater Boston Area
Deputy Chief Investment Officer
SIO - Director of Public Markets & Investment Research
Senior Investment Officer - Public Markets
Investment Officer - Public Markets
Associate Portfolio Manager
Assistant Vice President; Analyst, Global Relationship Group
Corporate Team Assistant
Boston University Graduate School of Management
University of New Hampshire
Recommendations: 0
Asset Allocation
Asset Managment
Bloomberg
Fixed Income
Investments
Equities
Investment Management
Investment Strategies
s****[email protected]
Mark CFP®
Professional Football Player
Greater Boston Area
Professional Football Player
Senior Investment Advisor
Founder/Chief Investment Officer
Chief Investment Officer
Senior Fixed Income Analyst
Loyola University Maryland
Loyola University Maryland
Recommendations: 0
Fixed Income
ABS
Portfolio Management
High Yield
CDO
CMBS
Trading Strategies
Hedge Funds
a****[email protected]
George Wilson
Senior Investment Officer
Greater Boston Area
Senior Investment Officer
President
Chief Investment Officer
Tax Manager
Partner
Babson F.W. Olin Graduate School of Business
Babson College
Recommendations: 0
Investments
Asset Management
Venture Capital
Endowments
Portfolio Management
Alternative Investments
Financial Modeling
Private Equity
Chris Gauthier, CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Portfolio Manager
Portfolio Construction Specialist
Portfolio Associate
Accounting Supervisor
Salem State University
Recommendations: 0
Chartered Financial Analyst
Portfolio Management
Separately Managed Accounts
Alternative Investments
Hedge Funds
Portfolio Optimization
Financial Modeling
Equity Trading
g****[email protected]
Ashley Lloyd
Jr Investment Officer
Greater Boston Area
Jr Investment Officer
Senior Customer Service Professional
Internet Customer Service Team Leader
Intern- Assistant
Saint Anselm College
Recommendations: 0
Customer Service
Time Management
PowerPoint
Microsoft Excel
Microsoft Word
Microsoft Office
a****[email protected]
Tom Manning
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Chief Investment Officer
Clark University
Salisbury School
Boston College - Wallace E. Carroll Graduate School of Management
Recommendations: 0
Asset Allocation
Portfolio Management
Due Diligence
Financial Advisory
Asset
Bloomberg
Equities
Investments
m****[email protected]
Joanne Lynch Thorndike
Managing Director
Greater Boston Area
Managing Director
Managing Director
Partner
Vice President, Public Finance
Investment Officer
Colby College
Babson College - Franklin W. Olin Graduate School of Business
Recommendations: 0
Financial Analysis
Financial Modeling
Finance
Capital Markets
Credit Analysis
Credit
Securities
Accounting
j****[email protected]
Julian Hyman
Vice President Corporate/Retail Fixed Income Sales
Greater Boston Area
Vice President Corporate/Retail Fixed Income Sales
President & CIO
Senior Vice President
Vice President
Assistant University Treasurer
Vice President
Investment Officer
Economic Analyst
New York University - Leonard N. Stern School of Business
Brandeis University
Recommendations: 0
j****[email protected]
George Kimball, CFA
Chief Investment Officer
Greater Boston Area
Chief Investment Officer
Chief Investment Officer & Senior Portfolio Manager
Managing Director
Managing Director & Senior Portfolio Manager
Vice President
Senior Vice President
Director of Municipal Funds Management
Investment Officer
Duke University - The Fuqua School of Business
Hamilton College
Recommendations: 0
Portfolio Management
Asset Allocation
Asset Management
Alternative Investments
Investments
Wealth Management
Equities
Wealth Management Services
g****[email protected]
Lawrence F. Pohlman
Lecturer
Greater Boston Area
Lecturer
Lecturer
Managing Partner
Chief Investment Officer
Director of Quantitative Research
Director of Research
SVP, Director of Fixed Income Research
Vice President
Associate
Columbia University - Columbia Business School
Columbia Engineering
Columbia University - Columbia Business School
Columbia Engineering
Saint Joseph's Regional High School
Recommendations: 0
Fixed Income
Equities
Investment Strategies
Hedge Funds
Statistics
Portfolio Management
Quantitative Finance
Alternative Investments
l****[email protected]
Jay Mitchell, CFA
Investment Officer - Research Analyst
Greater Boston Area
Investment Officer - Research Analyst
Research Associate
Trading Associate
CFO
Boston College - Wallace E. Carroll Graduate School of Management
Boston College
Recommendations: 0
Market Research
Fixed Income
Investments
Valuation
Bloomberg
Mutual Funds
Financial Modeling
Portfolio Management
m****[email protected]
![](https://s3-us-west-1.amazonaws.com/co-directory-images/richard-"mac"-hisey-cfa-802a8a11.jpg)
Richard "Mac" Richard "Mac" Hisey, CFA
Senior Vice President - Administration and Finance and Chief Financial Officer
Greater Boston Area
Senior Vice President - Administration and Finance and Chief Financial Officer
President/Chief Investment Officer/Mutual Fund Treasurer & CFO
EVP and Chief Investment Officer
Senior Vice President
Senior Vice President
Executive Vice President and Chief Financial Officer
Chief Financial Officer
Senior Financial Analyst
University of Connecticut
University of Connecticut
Saint Petersburg State University
Middlebury College
Recommendations: 0
r****[email protected]
Hannah Francis
Senior Business Analyst/Project Manager - Office of the Chief Investment Officer
Greater Boston Area
Senior Business Analyst/Project Manager - Office of the Chief Investment Officer
Business Partner
Market Data Liaison
Regional Sales Manager
Manager
Regional Account Manager
Associate
St. Lawrence University
Recommendations: 0
Derivatives
Risk Management
Investment Management
Asset Management
Capital Markets
Securities
Portfolio Management
Financial Markets
h****[email protected]
Mark Soukup
Managing Director - Investment Officer
Greater Boston Area
Managing Director - Investment Officer
Executive Director-Investments
Wealth Manager
University of Massachusetts, Amherst
Lexington High School
Recommendations: 0
Equities
Hedge Funds
Securities
Retirement Planning
Capital Markets
Equity Research
Fixed Income
Financial Modeling
m****[email protected]
Kord Jablonski
Principal, Co-Chief Investment Officer
Greater Boston Area
Principal, Co-Chief Investment Officer
Principal & Co-founder
Senior Analyst
Financial Analyst
Business Director, deCordova Sculpture Park and Museum
VP of Strategy and Corporate Development
President & Founder
Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute
Recommendations: 0
Richard Barrett
High Yield Research and Portfolio Management
Greater Boston Area
High Yield Research and Portfolio Management
High Yield Research Director
Partner - Hedge Fund
Chief Investment Officer
Chief Investment Officer, Partner
High Yield Research
Harvard Business School
Boston College
Recommendations: 0
Sanjay Chawla
Treasury - Finance Manager
Greater Boston Area
Treasury - Finance Manager
Director, Treasury - Financial Risk Magement, Asia-Pacific (Expatriate assignment)
CFO and Treasurer (Expatriate assignment)
Financial Analyst
Senior Director, Global Asset Allocation, Hedge Funds - Portfolio Investments & CIO, Canada Pensions
Vice President & CIO - Pension Investments
Senior Vice President, Investments and Chief Investment Officer
Pension Investments Director II
Financial Research Specialist
Senior Director, Enterprise-wide Risk Management and Global Asset Allocation, Portfolio Investments
Virginia Polytechnic Institute and State University - Pamplin College of Business
Shri Ram College of Commerce
Duke University Corporate Education
Recommendations: 0
Emerging Markets
Asset Managment
Hedge Funds
Portfolio Management
Alternative Investments
Investments
Equities
Asset Allocation
Mark CAIA
Investment Officer
Greater Boston Area
Investment Officer
Summer Intern (investment banking)
Analyst
Investment Specialist
Senior Investment Analyst
Summer Intern (High Yield Research)
University of Chicago
Brandeis University
Brandeis International Business School
Recommendations: 0
