Resumes
Resumes
Senior Vice President, Portfolio Manager
View pageLocation:
New York, NY
Industry:
Investment Management
Work:
Klingenstein Fields Wealth Advisors
Senior Vice President, Portfolio Manager
First Republic Bank 1999 - 2008
Managing Director
Lynch & Mayer 1994 - 1999
Senior V P
Senior Vice President, Portfolio Manager
First Republic Bank 1999 - 2008
Managing Director
Lynch & Mayer 1994 - 1999
Senior V P
Education:
The Wharton School Jan 1, 1970 - 1972
Master of Business Administration, Masters, Finance Trinity College - Hartford Jan 1, 1965 - 1969
Bachelors, Bachelor of Arts, History
Master of Business Administration, Masters, Finance Trinity College - Hartford Jan 1, 1965 - 1969
Bachelors, Bachelor of Arts, History
Skills:
Asset Management
Equities
Investments
Hedge Funds
Financial Modeling
Portfolio Management
Public Speaking
Equity Research
Due Diligence
Alternative Investments
Valuation
Private Equity
Strategic Planning
Fixed Income
Strategy
Marketing
Strategic Partnerships
Equities
Investments
Hedge Funds
Financial Modeling
Portfolio Management
Public Speaking
Equity Research
Due Diligence
Alternative Investments
Valuation
Private Equity
Strategic Planning
Fixed Income
Strategy
Marketing
Strategic Partnerships