- Boston Tap Company
found this.
- Owen A. Lamont
Owen A. Lamont is a Research Associate in the NBER's Programs in Monetary Economics, Asset Pricing, Corporate Finance, and Economic Fluctuations and Growth. He is also a Professor of Finance at Yale School of Management, where he teaches a course in Behavioral Finance. Lamont received his B.A. in Economics and Government from Oberlin College in 1988, and his Ph.D. in Economics from MIT in 1994. Before moving to Yale in 2003, he taught at Princeton and the University of Chicago.
- Kevin P. Quirk
Kevin P. Quirk is a founding principal of Casey, Quirk & Associates (CQA). Prior to founding CQA, he was a managing director at Barra Strategic Consulting Group and RogersCasey. Additionally, Mr. Quirk worked for Coopers & Lybrand and American Express/The Boston Company. He is also the co-author of several industry research papers. Mr. Quirk holds a BA in political science from Providence College and an MBA in finance from the Stern School of Business at New York University.
- Kevin Brown
Kevin came to Marquette from State Street Corporation where he had served in a number of capacities since 1994. These included Chief Financial Officer and Director of Marketing for SSgA's Private Asset Management business. He also supported SSgA's merger & acquisition activities and worked in Financial Management Reporting and Strategic Analysis. He had most recently been Co-Chief Operating Officer of State Street's Bel Air Investment Advisors subsidiary in Los Angeles.
- Bob McCalla
Bob McCalla Bob McCalla serves as President of Corporate Realty Advisors specializing in multi-family, retail and office investment real estate in Tennessee. With over 25 years of commercial real estate experience, McCalla has secured over 250 transactions with a sales volume of over $500 million dollars.
- Michael J. Power
Mr. Power also held the position of Center Reassessment Project Leader. He was tasked with reassessing and redesigning the role, structure, staffing, and key processes of the individual business units. He and his group developed organizational structure and development guidelines for self-directed work teams, defining new measurements for monitoring performance.
- John Clifford
John Grady Executive Vice President, Strategy and Business Development John Grady is Executive Vice President, Strategy and Business Development and serves on the Old Mutual US Executive Management Team. He began this new role in June 2006 and is responsible for the long term strategic planning of the US business, including all merger and acquisition related activities.
- Bruce Clarke
Bruce Clarke , CFA Partner, President Bruce Clarke is responsible for managing the firm's business affairs as well as developing and implementing Arrowstreet's strategic business plan. Bruce holds a seat on the firm's Investment Committee. From 1994 to 1999, Bruce was the President and CEO of PanAgora Asset Management. He led the management of the business with $17 billion of assets for 100 clients. In addition, Bruce served as Chairman of the Investment Committee.
- Victor F. Hawley
Victor F. Hawley , CFA - Principal, Senior Portfolio Manager/Analyst Prior to joining RCB in 1994, Mr. Hawley was a Vice President at The Boston Company. From 1981 to 1992, he held various positions in sales, product marketing, and marketing management at International Business Machines. Mr. Hawley earned his MBA from Harvard University and his B.A. in Economics from the University of Notre Dame. Mr. Hawley is a past governor of the CFA Society of Lost Angeles, Inc.
- Neil Chelo
Mr. Chelo, born in 1971, has over 15 years of experience in the investment industry, ranging from the back office to portfolio management. Prior to joining Benchmark Plus Partners, Mr. Chelo was a Vice President and Portfolio Manager at Rampart Investment Management. He was responsible for the management of Ramparts Buy-Write Index Program and Protected Equity Programs with a focus on Yield Enhancement strategies.
- Tom Turpin
Tom Turpin is Chief Operating Officer of Old Mutual US and a member of the board of directors of various affiliated firms. He serves on the Old Mutual US Executive Management Team and is President of the Old Mutual Asset Management Trust Company. Tom leads the Operations and Technology areas within the company for the Asset Management and Life Insurance organizations.
- Joseph Romano
Joseph Romano Partner Joe has designed and implemented marketing, public and investor relations programs in America and around the world. Joe has a proven track record of strategically positioning HighGround’s venture-backed and publicly traded clients to obtain new customers, revenue streams, partners and credibility in the marketplace.
- Mike Atkin
Mike has over twenty years experience in investment services with such firms as The Northern Trust Company, The Boston Company (now Mellon Bank), The Bank of New York, and Boston Financial Data Services. He has managed units spanning the range of investment operations, including securities services, treasury operations, fund accounting, and transfer agency. Mike is a member of the ISITC-IOA Executive Board and co-chairs the Website and Corporate Actions Working Groups.
- Joe Kelley
Joe is an experienced business executive who served as Chief Administrative Officer and Chief Financial Officer of MFS Investment Management, a Boston-based asset management firm, where he worked for approximately 9 years. Since leaving MFS in May 2003, Joe has been an active volunteer in several educational and non-profit organizations, as well as an investor in several small business enterprises.
- Mr. George W Hagerman
- Kristin Zaepfel
Kristin Zaepfel Vice President of Human Resources kzaepfel@edgewater.com As Vice President of Human Resources, Kristin Zaepfel is responsible for the day-to-day operations of Edgewater Technology's Human Resources (HR) Department while participating in making strategic HR decisions as a member of the Senior Management Team.
- Michael J. Vogelzang CFA
Michael J. Vogelzang , CFA President & Chief Investment Officer
- William Patzer
William S. Patzer , CFA Portfolio Manager Passport Fund is managed by William S. Patzer . Mr. Patzer is a chartered financial analyst who has been the portfolio manager of the Fund since August 2007.
- Hank Lawlor
Hank Lawlor Mr. Lawlor is a co-founder of Prides Capital, LLC. He is primarily responsible for non-investment functions at the firm. Mr. Lawlor is a member of the board of directors of Sanuwave Inc., a private portfolio company of Prides Capital LLC. Prior to joining Prides Capital, Mr. Lawlor was partner and managing director of Boston Partners Asset Management, a subsidiary of Robeco USA, since 1995.
- Bob Monks
Bob Monks is a prominent real estate developer and financier, highly regarded for his success in attracting global capital for a wide range of business ventures. Bob Monks has excelled in bringing opportunities and investors together for a myriad of successful ventures. His real estate interests include Monks O’Neil Development, Eagle Point Enterprises, The Signal Group, Dirigo Management, Northland Enterprises, Workforce Housing, The Sprague Corporation, and AM&P Partners.
- Seth Winch
Multi-talented and result-oriented Business Systems Analyst / Systems Analyst with development experience in Financial Applications: Developed business requirements, technical documentation, business cases and test plans for challenging clients and projects. Key team member in the facilitation of documentation and conversions of new functionality to key clients. Proven track record of anticipating client needs and delivering innovative and efficient solutions. . . .
- Elliott Wislar
Elliott Wislar President Elliott has over 20 years of Wealth and Asset Management industry experience. He has held senior executive positions in marketing and distribution with UBS, FleetBoston, and The Boston Company, a division of Mellon Bank. Most recently, Elliott directed UBS's investment consulting division responsible for its largest clients. Elliott graduated with a BA from the University of Arizona. He also has an MBA and a MIM from The Thunderbird School.
- Robert A.G. Monks
ROBERT A.G. MONKS Mr. Monks is a graduate of Harvard College (magna cum laude, 1954), Cambridge University (1955), and Harvard Law School (1958; winner Ames moot court competition). He was a general partner in the Boston, Massachusetts, law firm of Goodwin & Procter.
- Karl-Otto Hartmann
Karl-Otto Hartmann , Esq. Mr. Hartmann serves as Vice President of Operations. He has over 25 years’ legal and operations experience with investment advisers, mutual funds, hedge funds and venture capital. Karl has been providing consulting services to such companies through his firm, IntelliMagic LLC since 2006.
- Don Dinsmore
DON DINSMORE was born and raised in Southern California. He received a Bachelor of Arts degree from Stanford University in 1959. Since leaving Stanford, Don has worked in the investment business for over forty years. This career includes five years as a broker, two as an officer and pension fund manager at Wells Fargo Bank and eleven at Henderson-Boston, a subsidiary of The Boston Company.
- Stephanie Curtis
Stephanie Curtis Human Resources Director As human resources director, Stephanie is responsible for managing Innoveer's global Human Resources operations and worldwide recruiting, as well as all facets of benefits administration and other employee covenant-related topics, including coordination of training, rewards, and recognition programs and employee satisfaction.
- Susan P. Williamson
Susan P. Williamson – Chief Operating Officer
- Susan B. Delfeld
Susan has over 20 years of diversified Human Resources experience in domestic and international human resources functions ranging from employee relations, strategic planning, change management, organizational development, staffing and compensation. Prior to joining Insight, Susan served as relationship manager at Fleet/Bank Boston where she managed strategic HR initiatives for several key lines of business.
- George W. Carmany III
George W. Carmany, III George W. Carmany, III is vice chairman of CMS, Inc. Since 1995, Mr. Carmany has served as president of G.W. Carmany and Co., Inc., which advises developing companies in the life sciences and financial services industries. He serves as a senior advisor to EnGeneIC Pty Ltd. and holds directorships with Sun Life Financial, Inc. and the Macquarie Infrastructure Company.
- Dick Winn
Dick is Executive Director of The Housing Partnership, a non-profit agency that develops and advocates for affordable housing in southern Maine and southeastern New Hampshire. Previously he was President of the Greater Portsmouth Chamber of Commerce from 2004 through July of 2007. Prior to the Chamber he served at two local non-profit agencies, including three years as the Executive Director of Big Brothers Big Sisters of the Greater Seacoast.
- Gordon Taubenheim
Gordon founded InfinityView Associates to specialize as a corporate-development advisor and company-building strategist. His fundamental insights were developed over a forty-year period as an entrepreneur in the computer-services and financial-services industries. With this hands-on background, Gordon is well-equipped to lead in defining tactical and strategic goals and in proactively responding to the never-ending stream of business challenges.
- Robert D. Siefert
Robert “Bob” Siefert is principal and co-founder of Back Bay Financial Group. In 1994, he founded his private practice, serving clients throughout New England, after having acquired 16 years of experience in the areas of personal trust management, pension and retirement planning, and mutual fund administration. Among the financial institutions that Bob worked with were SEI Corporation, State Street Bank, the Boston Company and the Mellon Bank.
- Christopher M. Condron
Christopher M. Condron Director of AllianceBernstein Corporation Mr. Condron was elected a Director of AllianceBernstein Corporation in May 2001. He has been Director, President and Chief Executive Officer of AXA Financial since May 2001. He is Chairman of the Board and Chief Executive Officer of AXA Equitable and a member of the AXA Group Management Board.
- Bill Bain
Bill Bain , PhD, Senior Associate Bill Bain was CTO and senior vice president for technology with The Boston Company (an American Express company), vice president of technology planning with Bankers Trust, and senior vice president of reengineering with Paine Webber. He holds a PhD in Computer Science from Yale University. Bill was a founder and CTO of Sprockets and MedChannel, COO of eREALTOR.com, and CTO with Homegain.
- Brian Donnelly
John Donnelly , Partner & Co-Founder John Donnelly has over eighteen years of experience within the financial services industry. His expertise lies with his knowledge and use of market data and databases, and he has extensive experience within the trading, securities movement and control, accounting, compliance and accounting functions.
- Steve Simmons
Steve Simmons , Chairman and CEO, Patriot Media Communications CNJ, LLC In 2003, Steve and Spectrum Equity Investors created Patriot Media Communications to acquire 80,000 subscribers in 31 communities in the area of Princeton, NJ from the RCN Corporation for $245 million. Steve formed his first cable company, Simmons Communications, in 1982. Under Simmons� leadership, the company grew to serving approximately 350,000 subscribers in 20 states.
- Michael J. Vogelzang
Michael J. Vogelzang , CFA President & Chief Investment Officer As President and Chief Investment Officer, Mike oversees Boston Advisors investment activities and business practices. At the helm of Boston Advisors since 1997, Mike is responsible for directing the equity investment management process for individual as well as institutional clients. Prior to Boston Advisors, Mike was Senior Vice President at Freedom Capital Management.
- William J. Nutt
william j. nutt chairman William J. Nutt founded the Company in December 1993 and is the Company's Chairman. Prior to founding AMG, Mr. Nutt was President and Chief Operating Officer of The Boston Company and was responsible for its institutional money management business, mutual fund administration, distribution and custody business and master trustee and custodian business.
- Joanne E. Cavallaro
Joanne E. Cavallaro Partner, Senior Vice President Joanne is responsible for managing the Business Development Group, which includes all company marketing, recruiting, and strategic planning efforts within Venture. She is a key participant in building the current infrastructure at Venture to support the ever-changing needs and demands of Venture clients.
- Philip Hamilton
Philip Hamilton Managing Director, Director of Marketing Philip Hamilton serves as Insight’s Director of Marketing. Philip is a member of Insight’s Management Committee. Prior to joining Insight in 1999, he was a Senior Vice President with Quadra Capital Partners, Boston. He was a Senior Researcher in Finance at Harvard Business School. He also worked for The Boston Company.