Top Investment Officers in Greater New York City Area
Peter Auerbach
Founder and CEO
Greater New York City Area
Founder and CEO
Adjunct Professor
Chief Investment Officer
Director - Real Estate Acquisitions
Managing Director - Acquisitions
Lehigh University - College of Business and Economics
Recommendations: 30
Due Diligence
Valuation
Asset Managment
Financial Modeling
Investments
Asset Management
Real Estate
Real Estate Transactions
p****[email protected]
Colan McGeehan
Advisor
Greater New York City Area
Advisor
General Manager, Health + Wellness Group, Corporate Strategy
Chief Investment Officer
Council Member
SVP, Head of BD, Partnerships & Revenue
Private Equity Consultant
SVP of BD & Partnerships
DeSales University
DeSales University
DeSales University
Recommendations: 15
s****[email protected]
Steve Markoff CMA, CPA, CGMA, MBA
Instructional Specialist - Managerial & Cost Accounting
Greater New York City Area
Instructional Specialist - Managerial & Cost Accounting
Education Management Consultant, SME (Subject Matter Expert) and Speaker
Chief Investment Officer
CMA Examination Grader and Item Writer
Proprietor
Adjunct Professor of Accounting
Staff accountant and Senior Accountant
University of Rochester - William E. Simon Graduate School of Business Administration
Lehigh University - College of Business and Economics
Teaneck High School
Recommendations: 13
Accounting
Analysis
Training
Public Speaking
Cost Accounting
Teamwork
Leadership
Time Management
m****[email protected]
Alfredo Jollon, CFA
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Guest Lecturer: Global Investing
Portfolio Manager
Vice President & Portfolio Manager
Principal & Senior Research Analyst
Senior Research Analyst
Research Analyst
Columbia University in the City of New York
University of Oxford
Phillips Academy
Green Vale School
Escola Graduada de São Paulo (Graded School)
Recommendations: 12
European equity investing
Japanese equity investing
Non-Japan Asian equity investing
Emerging markets equity investing
Long/short equity investing
Long-only equity investing
All-capitalization equity investing
Generalist (non-sector-specific) equity investing
a****[email protected]
Richard C. Kang
Member, Country Classification Indexing Committee (Index Provider)
Greater New York City Area
Member, Country Classification Indexing Committee (Index Provider)
Member of Editorial Board (Indexing/ETF Industry Journal)
Co-Founder & Chief Investment Officer (ETF Issuer/Manager)
Adjunct Professor (Portfolio Management Course)
Chief Investment Officer (Index Provider)
Blogger (Blog focused on ETFs and Indexing)
Co-Founder, President and Chief Investment Officer (ETF Strategist Firm)
Chief Investment Officer (Contract, Fund of Hedge Funds)
Executive VP, Chief Investment Officer
Vice President, Portfolio Manager (Hedge Fund)
Research Analyst (Hedge Fund)
University of Waterloo
Recommendations: 12
Hedge Funds
Equities
Alternative Investments
ETFs
Emerging Markets
Portfolio Management
Financial Markets
Investments
k****[email protected]
Mark Grein
President and CEO
Greater New York City Area
President and CEO
CEO and Senior Advisor
Managing Partner and Chief Investment Officer
Executive Director
Regional Sales Director
Case Western Reserve University - Weatherhead School of Management
Oberlin College
Recommendations: 9
m****[email protected]
Caglar Somek
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Portfolio Manager of Caravel Fund International
Vice President- Investment Analyst
Investment Research Analyst, Commodities and Industrials
Vice President - Equity Research Analyst, Global Basic Materials
Financial Analyst
Brandeis International Business School
Université Paris Dauphine
Lycee Saint Joseph Istanbul, Turkey
Recommendations: 8
Equity Research
Valuation
Portfolio Management
Investments
Emerging Markets
Frontier Markets
French
Turkish
c****[email protected]
c****[email protected]
Daniel J. Barach
Founder and Chief Investment Officer
Greater New York City Area
Founder and Chief Investment Officer
Consultant
Founder and Manager of the General Partner
Portfolio Manager
Harvard Business School
Trinity College-Hartford
Tel Aviv University
Recommendations: 6
Hedge Funds
Investments
Portfolio Management
Private Equity
Equities
Investment Strategies
Emerging Markets
Management
d****[email protected]
Ella T. Newman
Director, Major Gifts, Greater New York
Greater New York City Area
Director, Major Gifts, Greater New York
Senior Development Consultant
Senior Vice President
Managing Director
Sr. Relationship Manager-Private Banking
Principal / Executive Recruiter
Investment Officer
City University of New York-Baruch College
City University of New York City College
Recommendations: 6
New Business Development
Building Relationships
Fundraising
Event Planning
Networking
Planned Giving
Investment Management
Estate Planning
e****[email protected]
Sol Rose
Client Relationship Manager
Greater New York City Area
Client Relationship Manager
Vice President
Independent Contractor/Consultant
Director
Senior Underwriter
Vice President
Senior Investment Officer
Senior Associate
Appraisal Institute
City University of New York-Baruch College
Recommendations: 5
Corporate Real Estate
Due Diligence
Leases
Financial Modeling
Appraisal
Valuation
Financial Analysis
Tenant
s****[email protected]
Reginald Tucker
Special Investment Officer
Greater New York City Area
Special Investment Officer
Investment Officer: Alternatives
Principal Investment Manager
Summer Associate Class 2005
Analyst
Assistant Vice President Global Markets - Trading
University of Pennsylvania - The Wharton School
New York University
Hamden Hall Country Day School
Recommendations: 4
Hedge Funds
Alternative Investments
Investments
Trading
Asset Allocation
Private Equity
Portfolio Management
Equities
r****[email protected]
r****[email protected]
Sean Crawford
Partner
Greater New York City Area
Partner
Lecturer
Chief Investment Officer
New York University
New York University
Recommendations: 4
s****[email protected]
Igor Tsukerman
Managing Partner and Portfolio Manager
Greater New York City Area
Managing Partner and Portfolio Manager
President & Chief Investment Officer
Rates Quantitative Analyst
Head Of Emerging Markets Quantitative Development
Head of Prop Trading Technology, US Equities and Convertibles Relative Value
Director of Technology
Director of Web Development
VP, Trading Systems Technical Lead
Trading Systems Developer
Web Developer
Software Developer
Financial Systems Analyst
The Polytechnic Institute of New York University
Cornell University
Edward R. Murrow HS
Recommendations: 4
Fixed Income
Options
Trading Systems
Trading
Portfolio Management
Bonds
Capital Markets
ETFs
Joe Yiu
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Advisory Board Member
Chief Investment Officer of ECMR
Managing Director
Associate Editor
The Wharton School
University of Pennsylvania
Northern Valley @ Demarest
Recommendations: 4
Mezzanine
Real Estate Finance
Debt
Dispositions
Structuring
preferred equity
Mortgage Lending
Private Equity
j*****@jaystreetcapital.com
j****[email protected]
Mitchell Dong
Managing Director
Greater New York City Area
Managing Director
Managing Director
Chief Investment Officer
President
President
Harvard University
Harvard Business School
Bergenfield High School
Recommendations: 3
Cleantech
Renewable Energy
Start-ups
Alternative Energy
Energy Policy
Sustainable Energy
Energy
Electricity Markets
m****[email protected]
m****[email protected]
Aniket Khera
Portfolio Manager, Co-founder
Greater New York City Area
Portfolio Manager, Co-founder
Faculty
Investment Officer
Senior Manager, Product Development
Manager
Software Engineer
Consultant
Software Engineer
University of Texas at Dallas - Naveen Jindal School of Management
Cox School of Business, SMU, Dallas
Indian Institute of Technology, Delhi
Salwan public school
Recommendations: 3
Portfolio Management
Equities
Product Management
Business Strategy
Finance
Business Analysis
Telecommunications
Investments
Arnie Berman
Director of Research and Chief Operating Officer
Greater New York City Area
Director of Research and Chief Operating Officer
Portfolio Strategist and Chief Operating Officer
Chief Technology Strategist and TMT Research Coordinator
Global Capital Markets Strategist and Chief Technology Strategist
Chief Technology Strategist and Chief Investment Officer
Vice President, Institutional Sales
Vice President, Institutional Sales
Institutional Salesman
Brown University
Recommendations: 3
Information Technology Strategy
Investment Management
Portfolio Risk Management
Equity Research
Financial Modeling
TMT Research Coordinator
Marketing
Regulatory Compliance
a****[email protected]
Richard Foster
Managing Director
Greater New York City Area
Managing Director
Managing Director
President, Chairman, & CEO
Managing Director & Chief Investment Officer
President
Former Co-founder
President
Managing Director
Boston University
Stevens Institute of Technology
Hofstra University
Recommendations: 3
Real Estate
New Business Development
Strategic Planning
Entrepreneurship
Contract Negotiation
Marketing Strategy
Start-ups
Public Speaking
Gregory Walsh
Investment Director
Greater New York City Area
Investment Director
Investment Officer
Investment Professional
Instructor
Board Member
Consulting Associate
Analyst
Managing Director
Fixed Income Trading Intern
Boston College - Wallace E. Carroll Graduate School of Management
Boston College - Wallace E. Carroll Graduate School of Management
Boston College
Recommendations: 2
Private Equity
Asset Allocation
Venture Capital
Investments
Portfolio Management
Equities
Due Diligence
Asset Management
w****[email protected]
Michael Winters
EVP and Chief Investment Officer
Greater New York City Area
EVP and Chief Investment Officer
LIU Post
Syracuse University
Recommendations: 2
Real Estate
Shopping Centers
Due Diligence
Real Estate Economics
Disposition
Investment Properties
Leases
Finance
m****[email protected]
Jonathan Ludwig
Portfolio Manager
Greater New York City Area
Portfolio Manager
Director, Quantitative Trading
Managing Director
Principal
Trader
Sales Trader/Quantitative Analyst - QuantEx Group
Sales Trader/Quantitative Analyst, Product Manager - Global Portfolio Trading
Algorithmic Investment Manager
Chief Investment Officer
Technology Analyst
Lehigh University
Recommendations: 2
Quantitative Finance...
Statistical Arbitrage
Trading
High Frequency Trading
Arbitrage
Technical Analysis
Portfolio Management
Market Neutral
j****[email protected]
Kristina Curanovic
Executive Assistant to President; Chief Investment Officer
Greater New York City Area
Executive Assistant to President; Chief Investment Officer
Recommendations: 2
k****[email protected]
arnim holzer
Managing Director and Founder
Greater New York City Area
Managing Director and Founder
Portfolio Manager
Board Member
Chief Investment Officer
Macro Strategist and Risk manager
Director- Asset Allocation Portfolio Manager and Strategist
Senior Vice President- International Mutual Funds Group strategist
Managing Director, Marketing & Client Service
Director of Marketing & Client Service
Vice President, Cash Management Group
Assistant Vice President
Trust Officer
Fordham University
Princeton University
St. George's School
Recommendations: 2
Equities
Portfolio Management
Asset Allocation
Asset Management
Investment Strategies
Investments
Fixed Income
Global Macro
a****[email protected]
Donna Bergman
Asset Manager
Greater New York City Area
Asset Manager
Senior Real Estate Investment Officer
Associate
New York University
Rutgers University
Recommendations: 2
Real Estate
Asset Managment
Private Equity
Investment Properties
Asset Management
Commercial Real Estate
Finance
Real Estate Economics
d****[email protected]
Larry Link
President / Principal Broker
Greater New York City Area
President / Principal Broker
Principal / Chief Investment Officer
Analyst
Real Estate Investment Banker
President / Partner
Indiana University Bloomington
Recommendations: 2
Photography
Start-ups
Money Management
Real Estate
Residential
Negotiation
Communication
Deal Maker
Ajay Shroff
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Regional Board Member
Head of Risk & Strategy
Engagement Manager
Harvard Business School
Princeton University
T.S. Wootton High School
Recommendations: 2
Strategy
Mergers & Acquisitions
Portfolio Management
Investments
Trading
Finance
Hedge Funds
Private Equity
Adam Shlachter
Senior Partner, Group Director
Greater New York City Area
Senior Partner, Group Director
Chief Client Officer
Head of Media Activation, North America
Co-Founder
Chief Investment Officer
Managing Partner, Digital Investment
Senior Partner, Digital Practice Lead
President, Global Innovation, PMX
SVP, Media
CMO, Advertising & Creative Services
President, VM1
Sr. Media Supervisor
Director, Brand Distribution Services - Westin Hotels & Resorts
Managing Director, Digital US
Zicklin School of Business - Baruch College (CUNY)
State University of New York at Buffalo
Recommendations: 2
Digital Strategy
Account Management
Marketing Management
Media Buying
Media Planning
Mobile Marketing
Integrated Marketing
Digital Media
Dustin Godevais
Marcus.com Data and Analytics Platform Engineer
Greater New York City Area
Marcus.com Data and Analytics Platform Engineer
Client Technology Solutions Analyst
Chief Investment Officer
Financial Management Scholar - Risk Division
Marketing & Insights Intern
Business Analyst Intern
New York University
Pomona College
St. Stephen's Episcopal School
Recommendations: 1
Stata
Java
Microsoft Access 2010
Visual Basic
French
Mandarin
SQL
HTML
d****[email protected]
d****[email protected]
Jabari Henderson-Brown
Investment Officer
Greater New York City Area
Investment Officer
Business Development Consultant
Business Development Associate
Associate/Intern
Analyst/Associate Project Manager
Stockbroker
University of Southern California
University of Southern California - Marshall School of Business
University of Maryland College Park
Stuyvesant High School
PS 11
Recommendations: 1
Financial Analysis
Financial Modeling
Real Estate Finance
Real Estate Development
New Business Development
Digital Strategy
Entrepreneurial Spirit
Real Estate Economics
j****[email protected]
Yag Patel
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Principal
Associate, Investment Banking
Chief Investment Officer/Portfolio Manager
Associate, Healthcare Group Investment Banking
Analyst
Associate, Merchant Banking
Partner
VP Corporate Development
University of Pennsylvania
Wharton School of the University of Pennsylvania
Princeton High School
Recommendations: 1
Private Equity
Venture Capital
Emerging Markets
Investments
Strategic Partnerships
Mergers & Acquisitions
Securities
Investment Banking
y****[email protected]
Jay Lown
President and Chief Investment Officer
Greater New York City Area
President and Chief Investment Officer
Executive Vice President
Partner
Portfolio Manager
MD
Fellow - Mortgage Banking Specialist
MD
VP
Associate
Collection Manager
D'Amore-McKim School of Business at Northeastern University
Lehigh University - College of Business and Economics
Christian Brothers Academy
Recommendations: 1
Capital Markets
Securitization
Fixed Income
MBS
Structured Finance
Hedge Funds
Asset Managment
ABS
l*****@comcast.net
David Hall
Senior Vice President
Greater New York City Area
Senior Vice President
Managing Director
Asset Manager - Special Servicing
Investment Officer - Real Estate Group
Consultant / Mortgage Banker
Vice President
Regional Manager
Marketing Director
Commercial Real Estate Appraiser
Property Manager/Leasing Agent
New York University - Leonard N. Stern School of Business
Boston University Questrom School of Business
Recommendations: 1
Underwriting
Asset Managment
Loans
Acquisitions
Finance
Equities
Debt Restructuring
Bonds
d****[email protected]
Edward Strafaci
Grand Canyon University-Colangelo School of Business
Greater New York City Area
Grand Canyon University-Colangelo School of Business
Principal
Bridge Professor of Practice - College of Business Administration.
Professor~School of Arts and Sciences
Adjunct Professor - Economics Department
Professor - School of Business
Contributor ~ "The Thoughtful Arbitrageur"
Executive
Co-Founder, Chairman and Chief Executive Officer
Parish Council Member
Chairman
Executive Vice President, Managing Director and Chief Investment Officer
Board Member
Partner
Trader
Saint John's University
Saint John's University
Xaverian H.S.
Saint Bernadette R.C.School
Recommendations: 1
Portfolio Management
Security Analysis
Risk Arbitrage
Arbitrage
Convertible Bonds
Options Strategies
Fixed Income Trading
Regression
Alfredo Chang
Managing Member
Greater New York City Area
Managing Member
Managing Partner
SVP, Emerging Markets Fixed Income Portfolio Manager
VP
CFO
Managing Director
Portfolio Management
Co Founder
SVP, Portfolio Manager
Investment Officer
Generalist
Recommendations: 1
Investment Banking
High Yield
Strategy
Asset Allocation
Derivatives
Private Equity
Investments
Credit
a****[email protected]
Kenneth Nehlsen
Treasurer- Futures division
Greater New York City Area
Treasurer- Futures division
Chief Investment Officer and Treasurer
Chief Investment Officer and Treasurer Continue..
Chief Investment Officer
Proprietary Trader
Chief Financial Officer and Treasurer
Supervisor
Manager
University of Chicago, Graduate School of Business
Northern Illinois University
Recommendations: 1
Derivatives
Equities
Securities
Capital Markets
Fixed Income
Investments
Portfolio Management
FX Options
k****[email protected]
Charlotte Bashforth
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
VP, Head of Global Corporate Finance
COO & CFO
Global Senior Director, Head of North American Business Risk
Global Director of Business Development North America and Latin America
White Spirits Finance Director, Schieffelin & Somerset Co. (A Diageo Joint-Venture)
Pricing Consultant, Schieffelin & Somerset Co. (A Diageo Joint-Venture)
Investment Banker, Mergers & Acquisitions
Senior Business Analyst
Financial Analyst
Columbia University - Columbia Business School
Cornell University
St Marks
Recommendations: 1
Strategic Partnerships
Business Strategy
Mergers
Acquisitions
Acquisition Integration
Financial Modeling
Corporate Finance
Strategic Financial Planning
c****[email protected]
Scott Murphy
Member, Board of Directors
Greater New York City Area
Member, Board of Directors
Member, Board of Directors
Member, Board of Directors
Member, Board of Directors
Member
Member, Board of Directors
Managing Director and Chief Investment Officer
Member, Board of Directors
Board Member
Member, Board of Director
Harvard
Hickman High School
Hickman High School
Recommendations: 1
Venture Capital
Investments
Entrepreneurship
Strategic Planning
Strategic Partnerships
Start-ups
Corporate Development
Business Development
Catherine Wood
Managing Director
Greater New York City Area
Managing Director
Assistant Economist
Chief Investment Officer
University of Southern California
Recommendations: 0
Management
Portfolio Management
Equities
Asset Management
Investments
Hedge Funds
Alternative Investments
Mutual Funds
c****[email protected]
a*****@ark-invest.com
Petra Hansen
Product Development
Greater New York City Area
Product Development
Senior Business Consultant at Starr Strategic Partners Group
Director of Marketing
International Business Consultant
Consultant
Consultant
Analyst
Project Manager
Assistant Investment Officer
The Tuck School of Business at Dartmouth
University of California, Los Angeles
Recommendations: 0
Business Strategy
Marketing
Management
Strategy
Business Development
Entrepreneurship
Strategic Planning
Start-ups
p****[email protected]
Gil Mendez
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Portfolio Manager
Head Trader & Partner
Associate
Columbia University in the City of New York
Willamette University
Recommendations: 0
Risk Management
Strategic Planning
Trading
Market Analysis
Financial Advisory
Entrepreneurship
Portfolio Management
Macroeconomics
g****[email protected]
Wales Mack, Ph.D.
Director
Greater New York City Area
Director
Vice President
Executive Director
Vice President
Investment Analyst
Vice President
Principal Investment Officer
Analyst
Consultant
University of California, Berkeley
Georgetown University
Recommendations: 0
Project Finance
Mergers
Energy
Emerging Markets
Valuation
Investment Banking
Equities
Credit
w*****@georgetown.edu
Timothy Mullen
Founder
Greater New York City Area
Founder
Senior Investment Officer
Executive Director
University of Pennsylvania - The Wharton School
Georgetown University
Delbarton School
Recommendations: 0
m****[email protected]
Tyler Jenks
President and CIO
Greater New York City Area
President and CIO
Chief Investment Officer
Recommendations: 0
Investments
Mutual Funds
Capital Markets
Investment Strategies
Infrastructure
Financial Advisory
Trading
Financial Markets
d****[email protected]
t****[email protected]
Ashvin Chhabra
President
Greater New York City Area
President
Chief Investment Officer, Head of Investment Management & Guidance, Merrill Lynch Wealth Management
Chief Investment Officer
Managing Director, Wealth Management
Head of Quantitative Research
Yale University
The University of Georgia
St. Stephen's College, Delhi
Recommendations: 0
Equities
Asset Allocation
Alternative Investments
Investment Management
Hedge Funds
Quantitative Analytics
Fixed Income
Wealth Management
a****[email protected]
John Hathaway
Senior Managing Director
Greater New York City Area
Senior Managing Director
Chief Investment Officer
Partner
Equity Analyst
Harvard University
University of Virginia Darden School of Business
Recommendations: 0
j*****@tocqueville.com
Edward Leventhal
Private Investor
Greater New York City Area
Private Investor
Founder & Chief Investment Officer
Managing Director
NYU Stern School of Business
The Wharton School
Recommendations: 0
e****[email protected]
s****[email protected]
Andy Giglia
Executive Director
Greater New York City Area
Executive Director
Head of Risk Trading, Gas & Power
Director, Head of Physical Natural Gas Market Risk
Principal, Chief Investment Officer
Senior Vice President
President MxEnergy Services, Inc. and VP of Business Development
Managing Director, East Natural Gas
Vice President, North East Basis Trader
Vice President
Assistant Vice President
Associate
Hobart and William Smith Colleges
Recommendations: 0
Commodity Markets
Hedging
Commodity
Portfolio Optimization
Derivatives
Asset Allocation
Trading
Strategy
a****[email protected]
George Wong
Investment Officer - Corporate Governance
Greater New York City Area
Investment Officer - Corporate Governance
North America Consultant
Cornell University
Stuyvesant High School
Recommendations: 0
g****[email protected]
Shawn Veldhouse
Senior Investment Officer
Greater New York City Area
Senior Investment Officer
Consultant
Vice President - Investment Management
Vice President
Associate
Development Associate
Senior Real Estate Analyst
Income Property Loan Analyst
Financial Analyst
Mortgage Loan Officer
Loyola University of Chicago - Graduate School of Business
University of Utah
Recommendations: 0
Real Estate Economics
Asset Managment
Due Diligence
Investments
Disposition
Investment Properties
Financial Structuring
Acquisitions
s****[email protected]
Suzann Duncan
Product Director, Boniva Marketing
Greater New York City Area
Product Director, Boniva Marketing
Product Director, Anemia Marketing
Director, Market Analytics
Manager, Market Analytics
Analyst
Investment Officer, Trader, and Operations Specialist
Carnegie Mellon University - Tepper School of Business
University of Virginia
Recommendations: 0
s****[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
Kenroy Dowers
Member Board Of Directors
Greater New York City Area
Member Board Of Directors
Manager
Principal Financial Specialist
Senior Investment Officer
Senior Financial Analyst
Group MD/Head Strategy and Corporate Development
Interim Chief Financial Officer
Global Head/Senior Manager
State University of New York at Buffalo
State University of New York at Buffalo
University of the West Indies
Recommendations: 0
Corporate Finance
Emerging Markets
Capital Markets
Financial Modeling
Structured Finance
Investment Banking
Private Equity
Valuation
k****[email protected]
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]
Suzi Cohen
Managing Director
Greater New York City Area
Managing Director
Vice President
Chief Investment Officer
Principal
Brown University
Stanford University Graduate School of Business
Recommendations: 0
s****[email protected]
Paolo Torti
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Managing Director
Exec Director
Director
AVP
University of Pennsylvania - The Wharton School
Dartmouth College
Recommendations: 0
p****[email protected]
Clifford Friedman
Managing Director and Member of Management Committee
Greater New York City Area
Managing Director and Member of Management Committee
Founder and Chief Investment Officer
Operating Partner
General Partner, Founder, Managing Partner
Senior Vice President
Adelphi University
NYU Polytechnic University
NYU Polytechnic University
Recommendations: 0
Private Equity
Asset Management
Hedge Funds
Equities
Mergers & Acquisitions
Venture Capital
Valuation
Investments
p****[email protected]
M David Sherrill, CFA®, CMT
Executive Director/Senior Portfolio Management Director/Financial Advisor
Greater New York City Area
Executive Director/Senior Portfolio Management Director/Financial Advisor
Managing Director - Investment Officer
Senior Vice President - Investments
Associate - Public Finance
University of California, Berkeley
Stuyvesant High School
Recommendations: 0
m****[email protected]
Jason Ballet
Portfolio Associate
Greater New York City Area
Portfolio Associate
Vice President, Corporate Strategy
Senior Consultant
Senior Director, Corporate Strategy
Senior Associate, Strategy and Corporate Development
Associate Investment Officer
Associate Investment Officer
Division Vice President, Strategy & Business Development
Columbia University - Columbia Business School
The Johns Hopkins University
Dartmouth College
Recommendations: 0
Strategy
Emerging Markets
Due Diligence
Management Consulting
Business Strategy
Financial Modeling
Venture Capital
Valuation
j****[email protected]
j****[email protected]
Len Potter
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Chairman Of The Board
Director
Managing Director & Co-Head - Private Equity
Director
President and Chief Investment Officer
Director
Director
Non Executive Director
Director
Fordham University School of Law
Brandeis University
Recommendations: 0
Private Equity
Investments
Venture Capital
Due Diligence
Valuation
Mergers & Acquisitions
Financial Modeling
Hedge Funds
l*****@lenpotter.com
l****[email protected]
Tim Donohue
Vice President
Greater New York City Area
Vice President
Chief Investment Officer
Chief Investment Officer
Oil Trader
General Manager
Project Engineer
Recommendations: 0
Avy Hirshman
Managing Partner and Chief Investment Officer
Greater New York City Area
Managing Partner and Chief Investment Officer
Northeastern University
Recommendations: 0
Portfolio Management
Emerging Markets
Asset Management
Asset Allocation
Hedge Funds
Investments
Equities
Fixed Income
a****[email protected]
a****[email protected]
Ryan Sheftel
Director, Portfolio Manager
Greater New York City Area
Director, Portfolio Manager
Principal & Chief Investment Officer
Partner
Vice President, Mortgage Option Trader
Global Head of Rates Quantitative Automated Trading
Analyst, Mortgage Trading
University of Pennsylvania
Recommendations: 0
Electronic Trading
Fixed Income
Trading Systems
Derivatives
Hedge Funds
Bloomberg
FX Options
Market Making
r****[email protected]
r*****@sheftel.net
Edward McBride
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Head Trader and co-manager, Global Arbitrage & Trading Division
University of Pennsylvania - The Wharton School
Delran High School
Recommendations: 0
Capital Markets
Fixed Income
Equities
Derivatives
Trading Systems
Hedge Funds
Electronic Trading
Structured Products
e****[email protected]
Thierry Wizman
Division Director
Greater New York City Area
Division Director
Principal Economist and Strategist
Managing Director
Senior Managing Director
Principal
Portfolio Manager
Investment Officer
Economist
Teaching Fellow
Harvard University
Vassar College
Recommendations: 0
t****[email protected]
Elaine Chan
Senior Investment Analyst, Private Equity Investments
Greater New York City Area
Senior Investment Analyst, Private Equity Investments
Assistant Investment Manager, Portfolio Management
Managing Director
Analyst
Senior Investment Officer
University of Pennsylvania - The Wharton School
Recommendations: 0
Private Equity
Portfolio Management
Financial Modeling
Venture Capital
Investments
Alternative Investments
Asset Management
Hedge Funds
e****[email protected]
e*****@tjcny.com
George Bitar
Managing Partner
Greater New York City Area
Managing Partner
Co-Head
Chief Investment Officer
Head of North America, Global Private Equity
Director, High Yield and Restructuring group
Assistant Vice President
Columbia Business School
Boston University
Recommendations: 0
g****[email protected]
Cynthia Hargadon
Partner and Senior Consultant
Greater New York City Area
Partner and Senior Consultant
Managing Director, Head of Consulting
Director of Investments
President
Sr. Vice President, Chief Investment Officer
The George Washington University - School of Business
University of Virginia
Recommendations: 0
Investments
Investment Advisory
Endowments
Asset Managment
Investment Policy Development
Mutual Funds
Leadership
Asset Allocation
c****[email protected]
Donna LoCascio
Managing Director
Greater New York City Area
Managing Director
Chief Investment Officer
Senior Vice President
Senior Vice President, Municipal Research
Senior Vice President, Municipal Research
Vice President, Municipal Research
Assistant Vice President, Municipal Research
Assistant Vice President
Recommendations: 0
Municipalities
Investments
Fixed Income
Bonds
Capital Markets
Investment Banking
Securities
Series 7
d****[email protected]
Clark Cheng
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Head of Alternative Investment Research, Managing Director
Senior Analyst
Senior Analyst
Analyst
Duke University - The Fuqua School of Business
University of California, Los Angeles
California State University-Los Angeles
Recommendations: 0
Hedge Funds
Capital Markets
Alternative Investments
Portfolio Management
Valuation
Private Equity
Financial Modeling
Investments
c****[email protected]
Peter Hort
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Attorney
Administrative Law Judge
Board of Directors
Candidate
Fordham University School of Law
The George Washington University
Recommendations: 0
Venture Capital
Due Diligence
Commercial Litigation
Corporate Law
Investments
Estate Planning
Legal Research
Asset Management
p****[email protected]
Richard Gardiner
Head of Arbitrage & Credit
Greater New York City Area
Head of Arbitrage & Credit
Chief Investment Officer
Convertible Bonds
Convertible Bonds
Senior Advisor
Chief Investment Officer
Chief Investment Officer
Harvard Business School
Yale University
Recommendations: 0
D Shuman
Managing Partner
Greater New York City Area
Managing Partner
Investment Advisor and Trustee
Investment Advisor and Trustee
Chief Investment Officer
Director of Investments
Yale University - Yale School of Management
Bowdoin College
Recommendations: 0
d****[email protected]
Michael Danov
President & Chief Investment Officer
Greater New York City Area
President & Chief Investment Officer
Senior Vice President
Vice President
Analyst
City University of New York-College of Staten Island
Recommendations: 0
Mining
Investment Banking
Capital Markets
Investor Relations
Equities
Investments
IPO
Project Finance
m****[email protected]
Daniel Arbess
Partner, Founder/CIO Xerion Hedge Funds
Greater New York City Area
Partner, Founder/CIO Xerion Hedge Funds
Associate, Partner, Global Head Privatization practice group
Principal
Founder/CEO/Chief Investment Officer
Corporate Advisory Board
Finance Committee
CEO
Board Member
Founder, CIO
Harvard Law School
York University - Osgoode Hall Law School
Recommendations: 0
Investments
Mergers
Financial Analysis
Corporate Finance
Finance
Due Diligence
Portfolio Management
Private Equity
d****[email protected]
George CAIA
President
Greater New York City Area
President
Summer Associate
Chief Operating Officer
Chief Operating Officer / Chief Financial Officer
Proprietary Equity Trader
Investment Officer - Absolute Return
CEO
University of Pennsylvania - The Wharton School
Cornell University
Harvard-Westlake
Recommendations: 0
g****[email protected]
Fady Rizk
Managing Director - Chief Investment Officer
Greater New York City Area
Managing Director - Chief Investment Officer
Partner
Founder & President
Managing Director - Head of International Sales (Equities & Fixed Income)
Chairman of the Board
Founding Partner
Founder and Portfolio Manager
Syracuse University - Martin J. Whitman School of Management
Recommendations: 0
Alternative Investments
Hedge Funds
Equities
Fixed Income
Derivatives
Options
Asset Managment
Capital Markets
f****[email protected]
f*****@norfolkmkts.com
Nazar Alobaidat
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Director - FX Risk Management
Manager - Capital Markets Group
VP - Derivative Solutions Group - Investment Banking Division
Managing Director, Chief Investment Officer - AIG Property Casualty US, Canada and Bermuda
Vice President - Asset Management Group
University of Florida
University of Florida
Recommendations: 0
Financial Risk
Risk Management
FX Options
Derivatives
Financial Analysis
Enterprise Risk Management
ALM
Investment Banking
n****[email protected]
n****[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]
Scott Balkan
Co-Founder and Chief Investment Officer
Greater New York City Area
Co-Founder and Chief Investment Officer
Portfolio Manager - Head of Credit
-
Managing Director
Vice President
Partner
Princeton University
Recommendations: 0
r****[email protected]
Zhuo Yang
Research Analyst
Greater New York City Area
Research Analyst
Investment Research Associate
Partner, Chief Investment Officer
Partner, Portfolio Manage
High Frequency Trader
Harvard University
Harvard College
Recommendations: 0
Python
Java
C#
C++
Ocaml
SQL
Matlab
R
z****[email protected]
William Chu
Analyst
Greater New York City Area
Analyst
Private Equity Officer
Executive Director, Private Equity
Senior Analyst
Consultant
Associate
Principal
Investment Officer II
Senior Consulting Analyst
New York University - Stern
Recommendations: 0
Investments
Asset Managment
Venture Capital
Portfolio Management
Private Equity
Alternative Investments
Financial Modeling
Due Diligence
w****[email protected]
Adam Geiger
President
Greater New York City Area
President
Chief Investment Officer
Vice President
Registered Representative
University at Albany, SUNY
The Johns Hopkins University
Recommendations: 0
Asset Allocation
Asset Management
Portfolio Management
Investments
Due Diligence
Trading
Hedge Funds
Fixed Income
a****[email protected]
Jonathan Goldberg
Vice President
Greater New York City Area
Vice President
Chief Investment Officer
Managing Director
Columbia University in the City of New York
Fulbright Scholarship
University of Cambridge
Recommendations: 0
Non-profits
Communication
Finance
Business Planning
Program Evaluation
Fundraising
Interior Design
Community Outreach
j****[email protected]
j*****@columbia.edu
Alexis Summit
Valuation Analyst
Greater New York City Area
Valuation Analyst
Associate
Chief Investment Officer
Managing Director
Summer Analyst
Intern
Member
Intern
Campus Liason
Tutor
Intern
Intern
Fordham University
St. Paul's
Recommendations: 0
Excel
Microsoft Office
PowerPoint
Word
Outlook
Customer Service
Access
Administration
s****[email protected]
Lorraine CFA
Investment Committee Member
Greater New York City Area
Investment Committee Member
Trustee
Chief Investment Officer
New York University - Leonard N. Stern School of Business
University of Chicago
Recommendations: 0
l****[email protected]
Arnold Shapiro
MD, Chief Investment Officer
Greater New York City Area
MD, Chief Investment Officer
Recommendations: 0
a****[email protected]
Paul Vittone
Managing Director, Head of Private Equity Investments
Greater New York City Area
Managing Director, Head of Private Equity Investments
Chief Investment Officer
Attorney
Carnegie Mellon University - Tepper School of Business
University of Pittsburgh School of Law
The Wharton School
Recommendations: 0
Venture Capital
Private Equity
Investments
Wealth Management
Growth Capital
Buyouts
Alternative Investments
Due Diligence
p****[email protected]
Roger Sayler
Managing Director/ COO
Greater New York City Area
Managing Director/ COO
Managing Director
Chief Investment Officer
Investment Committee
Trustee and Chair of Investment Committee
Dartmouth College
University of Chicago
Recommendations: 0
Asset Managment
Alternative Investments
Investment Management
Valuation
Asset Allocation
Fixed Income
Mutual Funds
Asset Management
r****[email protected]
Anthony Vaganos
Market Planning Manager
Greater New York City Area
Market Planning Manager
Consultant
MBA Finance Intern
Investment Team Leader
Senior Investment Officer
Credit Risk Analyst
Wharton School, University of Pennsylvania
School of Engineering and Applied Sciences, University of Pennsylvania
Cornell University
Recommendations: 0
Financial Modeling
Investments
International Development
Portfolio Management
Microfinance
Credit Risk
Emerging Markets
Economics
a****[email protected]
a****[email protected]
Clinton Stevenson
Director
Greater New York City Area
Director
Investment Director
Chief Investment Officer
Manager
Financial Analyst
Stanford University Graduate School of Business
Stanford University Doctoral Program in Economics
Coe College
Recommendations: 0
Non-profits
Investments
Philanthropy
Grants
Equities
Organizational Development
Private Equity
Portfolio Management
c****[email protected]
Thomas McLaughlin
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Corporate Development
Global Wealth Management
Investment Banking Analyst (Lev Fin)
Investment Banking Summer Analyst (Lev Fin)
Chief Executive Officer
Restructuring & Turnarounds
Lehigh University - College of Business and Economics
Recommendations: 0
t****[email protected]
Jason Klein
SVP & Chief Investment Officer
Greater New York City Area
SVP & Chief Investment Officer
Chief Investment Officer
The Wharton School
University of Pennsylvania Law School
Wesleyan University
Recommendations: 0
Alternative Investments
Investments
Asset Management
Hedge Funds
Equities
Private Equity
Portfolio Management
Due Diligence
j*****@alumni.upenn.edu
Braxton Fonville
Alternative Investments
Greater New York City Area
Alternative Investments
Investment Officer
UNC Kenan-Flagler Business School
Broughton High School
Recommendations: 0
Alternative Investments
Investments
Hedge Funds
Social Media
Marketing
Private Equity
Microsoft Excel
Financial Modeling
b****[email protected]
Allerton (Tony) Smith
Senior Director, Capital Markets Research Group - Global Financials
Greater New York City Area
Senior Director, Capital Markets Research Group - Global Financials
Board of Directors and Chief Investment Officer
Managing Director and Director of High Grade Corporate Bond Research
Managing Director & Director of High Grade Corporate Bond Research
Managing Director, Director of High Grade Corporate Bond Research
Senior Bank Analyst - for US and Global Banks
Senior Banking Sector Analyst
Fordham University - Graduate School of Business Administration
Kenyon College
South Kent School
Recommendations: 0
Fixed Income Securities Analysis
Bank Analysis
Insurance Company Analysis
Non-Bank Financial Company Analysis
Capital Markets
Fixed Income Research
Bonds
Hedge Funds
a****[email protected]
Neil Colley
President & Cheif Investment Officer
Greater New York City Area
President & Cheif Investment Officer
Founder
Director of Business Development
Director of Institutional Business Development and Client Relations
Founder
Hobart and William Smith Colleges
Trinity Pawling School
The Harvey School
Recommendations: 0
Mutual Funds
Management
Leadership
Strategic Planning
Asset Management
Entrepreneurship
Wealth Management
Alternative Investments
c****[email protected]
Brendan Ahern
Sales Associate
Greater New York City Area
Sales Associate
Director
Chief Investment Officer
Sales Associate
University of San Francisco
College of the Holy Cross
Golden Gate University
Recommendations: 0
ETFs
Hedge Funds
Mutual Funds
Equities
Alternative Investments
Series 7
Investment Strategies
Fixed Income
b****[email protected]
b****[email protected]
Suzanne Brenner
Chief Investment Officer
Greater New York City Area
Chief Investment Officer
Recommendations: 0
Alternative Investments
Investment Management
Asset Managment
Equities
Investments
Portfolio Management
Due Diligence
Bloomberg
s****[email protected]
Zarina Kosinovsky
Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation
Greater New York City Area
Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation
Director of Investments I Senior Investment Strategist
Insitutional Investment Consultant
Director of Retirement Plan Investments | Chief Investment Officer
Management Level Investment Analyst
Associate, Investment Banking / Structured Products
THE UNIVERSITY OF CHICAGO - BOOTH SCHOOL OF BUSINESS
INSEAD
UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN
Recommendations: 0
CIO
Portfolio Management
Asset Management
Investment Management
Investments
Investment Research
Investment Manager...
Manager Due Diligence
z****[email protected]
yaa boakye
Investment Officer
Greater New York City Area
Investment Officer
Student
Student
Manager
Intern
Northwestern University - Kellogg School of Management
Recommendations: 0
Financial Modeling
Financial Analysis
Valuation
Corporate Finance
Due Diligence
Private Equity
Analytics
Financial Reporting
y****[email protected]
Lou Rossi
CEO
Greater New York City Area
CEO
Media
Chief Commercial Officer
EVP, Executive Group Director
Director, Media and Sponsorships
VP, Group Account Director
President
AMD
Chief Investment Officer
State University of New York College at Oneonta
Recommendations: 0
Media Planning
Integrated Marketing
Digital Strategy
Digital Media
Online Advertising
Advertising
Analytics
E-commerce
l****[email protected]
