Top Investment Officers in Greater Philadelphia Area
Jeremy Sunkett
Assistant Vice President for Business Operations & Real Estate - Facilities, Planning & Operations
Greater Philadelphia Area
Assistant Vice President for Business Operations & Real Estate - Facilities, Planning & Operations
Senior Advisor for Real Estate & Economic Development
Independent Consultant
Co-Chair, University Strategic Planning Council
Director of Business Operations (Real Estate & Finance) - Facilities & Operations
Director of Project Management (Real Estate Development, Financial, Strategic Initiatives)
Project and Business Development Manager
Strategic Investment Officer
Economic Development Analyst/Project Manager
Founding Associate
Government Affairs Specialist
University of Pennsylvania
Georgetown University
Recommendations: 14
Economic Development
Public-Private...
Real Estate Development
Creative Financing
Financial Analysis
Project Management
Construction Management
Project Execution
j****[email protected]
James CAIA
Summer Associate
Greater Philadelphia Area
Summer Associate
Financial Engineer
Executive Director
Co-Chief Investment Officer
Industry Specialist
Principal
Chief Investment Officer
Chief Investment Officer
Director of Research
Partner and Director of Research
Associate
Analyst
Yale School of Management
University of Pennsylvania
The Wharton School
Recommendations: 9
Portfolio Management
Hedge Funds
R
C#
Fixed Income
Microsoft SQL Server
Equities
Derivatives
Carl Kruelle
Executive Vice President
Greater Philadelphia Area
Executive Vice President
Chief Investment Officer
Chief Lending Officer/Chief Credit Officer
University of Delaware
University of Wisconsin-Madison
Recommendations: 4
Real Estate Private Equity
Private Equity
Hotels
Mergers & Acquisitions
Capital Markets
Financial Analysis
Valuation
Commercial Real Estate
c****[email protected]
James Spencer
Principal/Director of Fixed Income
Greater Philadelphia Area
Principal/Director of Fixed Income
Vice President
Investment Officer
Institutional Trust Officer
Washington College
Saint Joseph's University - Erivan K. Haub School of Business
Recommendations: 4
Fixed Income
Asset Managment
Portfolio Management
Equity Research
Investments
Asset Allocation
Asset Management
Bloomberg
j****[email protected]
Bill Luterman
Commissioner
Greater Philadelphia Area
Commissioner
Forbes Family Trust
LGL Partners
Chief Investment Officer
University of Vermont
William Penn Charter School
Recommendations: 3
w*****@lglpartners.com
Mike Kane
Director, Philosophy of Finance Project
Greater Philadelphia Area
Director, Philosophy of Finance Project
Senior Associate, Program for Research on Religion and Urban Civil Society
President
Chief Investment Officer
Lecturer
Adjunct Professor
Board Member
Instructor
Board Member
Board Member
Member Board Of Trustees
Board Member and Vice-President
Georgetown University
Boston College
Recommendations: 3
Venture Capital
Private Investments
Family Office
Portfolio Management
Private Equity
Start-ups
Emerging Markets
Angel Investing
m*****@fairbridgepartners.com
m*****@kestrelinv.com
m*****@kestrelasset.com
David L. Moore Jr. CFA
Director of Investments
Greater Philadelphia Area
Director of Investments
Insurance Investment Consultant
VP Treasurer & Chief Investment Officer
Director of Investment Management
VP Asset-Liability Mgmt
Loyola University Maryland
Washington and Lee University
Garden City High School, NY
Recommendations: 3
Fixed Income
Hedge Funds
Equities
Investments
Portfolio Management
Asset Allocation
Derivatives
Funding
m****[email protected]
Wydell Conley 2,400+ Connections
Investment Officer
Greater Philadelphia Area
Investment Officer
Owner
Internet Marketer, Information Services & Information
Internet Marketing,Internet Networking,
Green Run High School
Recommendations: 3
Internet Strategy
Internet
Internet Marketing
Internet Services
Internet Research
Web Marketing
SEO
Email Marketing
g****[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]
Scott Renninger
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Director - Finance and Operations
Chief Investment Officer
Treasurer & CFO
President & CIO
The Wharton School
University of Delaware
Recommendations: 2
Investments
Investment Management
Asset Allocation
Asset Management
Finance
Mutual Funds
Asset Managment
Investment Strategies
s****[email protected]
s****[email protected]
Stephen Gibson
Founder/Chairman
Greater Philadelphia Area
Founder/Chairman
President
Executive V.P. Financial Services Products
EVP
Manager Financial Services Marketing
Vice-President and Chairman of Investment Committee
Director Asset Management Practice
CEO
Founding Partner
Managing Director
Chief Investment Officer
Duke University - The Fuqua School of Business
Recommendations: 2
Mutual Funds
Investment Management
Institutional Investors
Fixed Annuities
Structured Products
Distribution Strategies
Variable Annuities
Investments
s****[email protected]
Tom Spano
Investment Officer
Greater Philadelphia Area
Investment Officer
Client Relations
Saint Joseph's University - Erivan K. Haub School of Business
Saint Joseph's University - Erivan K. Haub School of Business
Saint Joseph's University - Erivan K. Haub School of Business
Recommendations: 0
t****[email protected]
Mike Pagliaro, CFA
Investment Officer
Greater Philadelphia Area
Investment Officer
Investment Committee Member
Professional Advisory Committee
Associate
Analyst
Masters Intern
CFA Institute
Bentley College - Elkin B. McCallum Graduate School of Business
Saint Joseph's University - Erivan K. Haub School of Business
Daniel Hand High School
Recommendations: 0
Asset Management
Investments
Portfolio Management
Equities
Asset Managment
ETFs
Capital Markets
Mergers & Acquisitions
m****[email protected]
Joshua Gross
CEO / Principal
Greater Philadelphia Area
CEO / Principal
Principal / Chief Investment Officer
VP - Sales
Radioman
Penn State University
Rutgers, The State University of New Jersey-New Brunswick
Westtown School
Recommendations: 0
Alternative Investments
Investments
j****[email protected]
Charles King
Managing Director
Greater Philadelphia Area
Managing Director
Managing Director
Portfolio Manager and Registered Representative
Managing Director - Chief Investment Officer
Senior Vice President
Managing Director
Managing Director - Chief Investment Officer
Villanova University
CFA Institute
Wittenberg University
Recommendations: 0
Investments
Portfolio Management
Asset Management
Alternative Investments
Asset Allocation
Investment Advisory
Hedge Funds
Investment Strategies
c*****@lmicglobal.com
c****[email protected]
Andrew Vitek
First Vice President-Investment Officer
Greater Philadelphia Area
First Vice President-Investment Officer
Vice President
Vice President Investment Officer
Vice President Investment Advisor
Sr. Trader and Market Maker
Recommendations: 0
Private Equity
Fixed Income
Venture Capital
Financial Services
a****[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]
Robert Bryant
Managing Principal, Portfolio Company Management Group
Greater Philadelphia Area
Managing Principal, Portfolio Company Management Group
Assistant Investment Officer
VP Strategy, M&A and Global Sourcing
EVP, Strategy, New Business Development, and Information Technology
SVP & CFO
Harvard Business School
University of Florida
Recommendations: 0
Mergers
Acquisitions
Joint Ventures
Business Strategy
Acquisition Integration
Strategic Planning
Corporate Development
Financial Analysis
r****[email protected]
Tony Roth
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
Chief Investment Officer, Private Wealth Management
Head, Wealth Management Strategies
Head, PWM Consulting and Portfolio Advisory Groups
Harvard Law School
University of Paris I: Panthéon-Sorbonne
Brown University
Recommendations: 0
t****[email protected]
Peter Monaghan
Owner
Greater Philadelphia Area
Owner
Chief Investment Officer
University of Pennsylvania
Recommendations: 0
Real Estate Investment
Real Estate Development
Real Estate
Residential Homes
Investment Properties
Mergers & Acquisitions
Corporate Real Estate
Commercial Real Estate
p****[email protected]
Christopher McDonough
Deputy Director
Greater Philadelphia Area
Deputy Director
Director/Chief Investment Officer
Chief Investment Officer
Chief Investment Officer
Co-Chief Investment Officer
La Salle University
Recommendations: 0
c****[email protected]
Daniel Bernstein
President & Chief Investment Officer
Greater Philadelphia Area
President & Chief Investment Officer
University of Pennsylvania
Recommendations: 0
Leases
Apartments
Investment Properties
Marketing
Property Management
Real Estate
Real Estate Development
Real Estate Economics
d****[email protected]
Angelo M. Vacirca, Jr., CFA, CFP®
Investment Manager
Greater Philadelphia Area
Investment Manager
Investment Officer
Manager Alliances Program Intern
Staff Accountant Intern
Drexel University - LeBow College of Business
Recommendations: 0
a****[email protected]
Jay Strippoli
Business Consultant
Greater Philadelphia Area
Business Consultant
Business Analyst
Relationship Manager - Portfolio Management
SVP, Investment Director - Philadelphia and Delaware
Senior Vice President, Sr. Investment Advisor
VP, Senior Investment Advisor
Investment Officer
Villanova University
Villanova University
Recommendations: 0
Portfolio Management
Asset Management
Asset Allocation
Investments
Wealth Management
Investment Strategies
Investment Advisory
Alternative Investments
j****[email protected]
Vern Meyer
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Vice President & Managing Director
Senior Vice President and Chief Invetment Advisor Wealth Management
Rensselaer Polytechnic Institute at Hartford
Trinity College-Hartford
Recommendations: 0
Retirement
Series 7
Mutual Funds
401k
Series 63
v****[email protected]
Anthony Bartocci
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Financial Associate
Investment Analyst
Account Officer
Investment Analyst
Investment Officer
University of Delaware
University of Delaware
Recommendations: 0
Portfolio Management
Equities
Financial Modeling
Commodity
Valuation
b****[email protected]
Rick Pitcairn
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Managing Director/Investment Strategy
Client Portfolio Manager
Chief Investment Officer
Rice University
University of Houston, C.T. Bauer College of Business
Deerfield Academy
Recommendations: 0
Asset Allocation
Alternative Investments
Wealth Management
Investment Advisory
Investment Strategies
Asset Managment
Hedge Funds
Investments
r****[email protected]
Joseph Manheim
Managing Director
Greater Philadelphia Area
Managing Director
President
Head of Principal Trading
Managing Owner
Summer Analyst
Internship
Chief Investment Officer
Portfolio Manager
Portfolio Manager
Analyst, Trader
St. John's College
hopewell valley
Recommendations: 0
Hedge Funds
Derivatives
Alternative Investments
Fixed Income
Capital Markets
High Yield
Credit
Trading
j****[email protected]
Thom Melcher
Senior Vice President and Chief Investment Officer
Greater Philadelphia Area
Senior Vice President and Chief Investment Officer
Director, Investment Advisory Company
Credit Analyst
Managing Director, Director of Family Wealth
Executive Vice President and Chief Investment Officer, Client Development
Executive Vice President and Managing Executive
Investment Officer
Miami University
Recommendations: 0
Strategic Financial Planning
Wealth Management
Asset Allocation
Banking
Portfolio Management
Asset Management
Mutual Funds
Asset Managment
t****[email protected]
Robert Levin
CEO
Greater Philadelphia Area
CEO
Chief Operating Officer
Managing Director & Founder
CEO
Chief Executive Officer & Founder
Chief Executive Officer & Founder
Managing Partner, Clarke Insurance
Chief Investment Officer
Director of Corporate Planning
President & Co-Founder
Harvard Business School
Recommendations: 0
Start-ups
Product Development
Strategic Partnerships
Management
Marketing
Investment Management
Investments
Business Strategy
r****[email protected]
Chip Norton
Managing Director - Fixed Income
Greater Philadelphia Area
Managing Director - Fixed Income
Mgd Dir
Chief Investment Officer
Director - Personal Wealth
Managing Director - Fixed Income Strategies
University of Vermont
University of Vermont
Recommendations: 0
c*****@wasmerschroeder.com
Nick CFA
Investment Officer
Greater Philadelphia Area
Investment Officer
Operations Associate
Adjunct Economics Professor
Operations Associate
University of Delaware
University of Delaware
CFA Institute
Recommendations: 0
Client Service
Client Development
Portfolio Management
Investments
Outsourced Solutions
Family Office
Board Governance
Performance Attribution
n****[email protected]
n****[email protected]
Matt Sigel
Co Managing Member
Greater Philadelphia Area
Co Managing Member
Co Managing Partner
Co Managing Partner
Managing Partner
Chief Investment Officer
Penn State University
University of Delaware
Ridgefield Highe School - CT
Recommendations: 0
Investments
Disposition
Real Estate Transactions
Real Estate Economics
Commercial Real Estate
Real Estate Development
Asset Management
Property Management
m****[email protected]
Douglas Veasey
Managing Partner
Greater Philadelphia Area
Managing Partner
Chief Investment Officer
Senior Vice President-Capital Markets
Vice President
Senior Vice President-Office, Industrial
Washington & Lee University
Recommendations: 0
Investment Properties
Real Estate Economics
Asset Managment
Real Estate
Real Estate Development
Disposition
Commercial Real Estate
Asset Management
d****[email protected]
Thomas Raymond, CFA
Author
Greater Philadelphia Area
Author
Director, Asset Management
Macroeconomics Instructor
Macroeconomics Instructor
Investment Officer
Villanova University
Drexel University
Penn State University
Archmere Academy
Recommendations: 0
Asset Allocation
Alternative Investments
Investments
Wealth Management
Macroeconomics
Investment Strategies
Investment Management
Hedge Funds
t****[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]
John H. Hammond
General Manager, New Business Development and Sales
Greater Philadelphia Area
General Manager, New Business Development and Sales
Mortgage Banker, New Business Development and Sales
Mortgage Banker
Financial Specialist - New Business Development and Sales
Financial Advisor
Treasury Investment Officer
University of Virginia
Recommendations: 0
Financial Analysis
Microsoft Office
Loans
Portfolio Management
Credit
Fixed Income
Banking
First Time Home Buyers
j****[email protected]
Thomas Quinn
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Senior Vice President
Portfolio Manager / Quant Analyst
Managing Director - Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Director of Investment Strategy
Chief Investment & Research Officer
Ursinus College
Recommendations: 0
Alternative Investments
Asset Allocation
Investments
Due Diligence
Equities
Financial Modeling
Hedge Funds
Fixed Income
t****[email protected]
t****[email protected]
Steven Mula, CFA
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
Director, Corporate Outreach
Director, Account Management Group
Vice President
Senior Research Analyst
Vice President, Portfolio Manager
Vice President, Manager of Finance
Analyst, Analytics
University of Massachusetts Boston
University of Massachusetts Boston
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Bloomberg
Analysis
Product Management
Product Development
s****[email protected]
Laurie Chouinard
Senior Vice President - Investment Officer
Greater Philadelphia Area
Senior Vice President - Investment Officer
Associate
University of Delaware
Recommendations: 0
Investments
Retirement Planning
401k
IRAs
Wealth Management
Finance
Financial Services
Strategic Planning
l****[email protected]
Xavier C. Allen
Wholesaler - Liquid Alternatives
Greater Philadelphia Area
Wholesaler - Liquid Alternatives
Financial Advisor | Financial Planning Specialist
Wealth Advisory Associate
Financial Advisor
Co-Founder & Chief Investment Officer
Wealth Management Summer Analyst
Drexel University
Clinton Senior High School (A Better Chance)
Recommendations: 0
x****[email protected]
Paul J. Gillam, CRC®
Vice President - Investment Officer
Greater Philadelphia Area
Vice President - Investment Officer
Vice President - Investments
Elizabethtown College
Texas Tech University
Recommendations: 0
p****[email protected]
Peggy Flynn, CFA
Investment Consultant
Greater Philadelphia Area
Investment Consultant
Director of Investment Research
Investment Product Director
Senior Manager
Manager, Institutional Communications
Research Analyst
Deputy Chief Investment Officer
CFA
Drexel University
Penn State University
Recommendations: 0
m****[email protected]
p****[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]
Sara A. Nelb, CFP®
Financial Planner
Greater Philadelphia Area
Financial Planner
Senior Investment Officer
Business Analyst - Sales and Product Planning
Site Financial Analyst
Drexel University - LeBow College of Business
Recommendations: 0
Financial Planning
Relationship Management
Analysis
Portfolio Management
Financial Services
Investment Management
Financial Analysis
Investment Advisory
s****[email protected]
Brad Weber, CPA
CFO
Greater Philadelphia Area
CFO
Vice President Budgeting, Compliance and Cash Planning
Senior Vice President, Real Estate Strategy
SVP, Chief Risk Officer
Chief Operating Officer
Senior Investment Officer
SVP, Crisis Management Officer
Chief Financial Officer
Director of Financial Services
Audit Supervisor
Penn State University
Recommendations: 0
Credit
Structured Finance
Mergers
Finance
Underwriting
Loans
Mortgage Lending
Financial Analysis
b****[email protected]
Rich Lunsford
President and Chief Financial Officer
Greater Philadelphia Area
President and Chief Financial Officer
High Net Worth Product Development/Retirement Specialist
Investment Officer
Analyst
Chief Operating Officer
University of Delaware
University of Delaware - Lerner College of Business and Economics
Recommendations: 0
Fixed Income
Asset Allocation
Series 7
Securities
Bloomberg
Asset Management
Alternative Investments
Capital Markets
r****[email protected]
Adele Gorrilla
Chief Investment Officer
Greater Philadelphia Area
Chief Investment Officer
Chief Investment Officer
analyst
Investment Manager
Director of Investments
The Wharton School
Recommendations: 0
Investments
Equities
Valuation
Alternative Investments
Asset Allocation
Financial Modeling
Asset Management
Hedge Funds
Marc CFA
Senior Investment Manager
Greater Philadelphia Area
Senior Investment Manager
Chief Investment Officer
Investment Consultant
Managing Director
Head of US Private Equity
Consultant
Chief Investment Officer, Founding Shareholder
Commercial Loan Officer
Assistant Vice President
Managing Principal, FinOp and Chief Compliance Officer
Head of US Private Equity
Drexel University's LeBow College of Business
Fox School of Business at Temple University
Saint Joseph's Preparatory School
Recommendations: 0
Jonathan Chesshire
Partner, Portfolio Manager
Greater Philadelphia Area
Partner, Portfolio Manager
Research Analyst/Sales
Chief Investment Officer
Managing Director
Managing Director, Investment Manager Research
Harvard Extension School
The Wharton School
The Wharton School
Recommendations: 0
