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Portfolio Managers in New Haven, CT

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35 results found

Mike Levinson New Haven, CT

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerUnderwriterFinancial ManagerInsurance ProfessionalCredit AnalystFinancial AnalystLoan AccountantInformation Technology SpecialistIT Specialist

Experience & Education

Position:
AVP, Portfolio Manager at The Bank of Southern Connecticut
Title:
AVP, Portfolio Management at The Bank of Southern Connecticut
Location:
New Haven, Connecticut
Industry:
Banking
Work history:
The Bank of Southern Connecticut - New Haven, CTAVP, Portfolio Managersince Sep 2011Webster Bank - New Britain, CTCommercial Underwriter IMar 2010 - Sep 2011
Skills:
Credit Analysis, Credit Risk, Cash Flow Lending, Credit Review, Term Loans, Mortgage Underwriting,...

Justin Smith New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Work

Company:
State board of administration of florida - Tallahassee, FL
Portfolio manager
Company:
State board of administration of florida - Tallahassee, FL
Assistant portfolio manager

Skills

Fixed Income, Money Markets,Trading, Portfolio Management, Middle Office, Custody Accounting

Peter Quintiliani New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Work

Company:
Ad astra investment fund, scsu - New Haven, CT
Senior portfolio manager
Company:
Small business development center - New Britain, CT
Business development assistant

Mark Mohan New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Investments - Portfolio Manager at UBS Financial Services Inc.
Location:
New Haven, Connecticut
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 1 Century Tower, 265 Church St. 6th Floor, New Haven, CT 06510Vice President - Investments - Portfolio Managersince Oct 2011Janney Montgomery Scott - UBS Financial Services Inc.Vice President - Investments - Portfolio ManagerOct 2011 - Oct 2011

Justin Smith New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior AssociateFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial Manager

Experience & Education

Position:
Senior Associate at SS&C GlobeOp
Location:
New Haven, Connecticut
Industry:
Financial Services
Work history:
SS&C GlobeOp - Hartford, Connecticut AreaSenior Associatesince Nov 2012Florida State Board of Administration Portfolio ManagerNov 2010 - Aug 2012

Gilles Marchand New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentFinancial ManagerChief ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
VP - Head of Credit Investments at Knights of Columbus
Title:
VP Portfolio Manager at Knights of Columbus
Location:
New Haven, Connecticut
Industry:
Investment Management
Work history:
Knights of Columbus VP - Head of Credit Investmentssince Mar 2010Aladdin Capital HY Portfolio Manager2001 - 2007

Michael Barlowski New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBookkeeperEntrepreneurManagersAdvertising ProfessionalAdvertising Sales AgentFinancial Manager

Experience & Education

Work

Company:
Labor ready
Temporary worker
Company:
Self-employment
Portfolio manager

Skills

Bookkeeping
Supervisory Skills
Inventory...

George Jones New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerGeneral CounselOf CounselJuristLegal CounselSecretaryDirector of Quality ControlFinancial ManagerCompliance Manager

Experience & Education

Work

Company:
Lockheed martin investment management company - Bethesda, MD
Portfolio manager, head of real estate
Company:
Lockheed martin investment management company - Bethesda, MD
General counsel, secretary, and chief compliance officer

Kevin Guth New Haven, CT

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Position:
Vice President, Financial Advisor, Portfolio Manager, PIA Program at Merrill Lynch
Location:
United States
Work history:
Merrill Lynch - 157 Church Street, New Haven, CT 06510Vice President, Financial Advisor, Portfolio Manager, PIA Programsince Feb 1997

Rachel Kolander New Haven, CT

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerMaster of Business AdministrationApprenticeCertified Nurse AideStudent WorkerNurseNurse PractitionerMaster of ScienceTeam MemberAnalystsInformation Technology SpecialistIT SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
MBA Candidate at Yale School of Management
Location:
New Haven, Connecticut
Industry:
Capital Markets
Work history:
Yale School of Management MBA Candidatesince Aug 2012IBM - Armonk, NYMarket Development and Insights Intern - Big Data & AnalyticsMay 2013 - Aug 2013
..investment lineups and best-in-class portfolio manager selections

Sergio Guindon New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTeaching AssistantEducational Assistant TeacherCounselorConstructionEntrepreneurAdvisorManagersMatlab DeveloperPHP DeveloperSoftware DeveloperSoftware DevelopersOwnerFinancial ManagerChief ExecutiveMaster of ScienceBachelor of ScienceMinor in Business Administration

Experience & Education

Position:
IPad Application Development Internship at Carnegie Mellon University
Title:
Student at Carnegie Mellon University
Location:
New Haven, Connecticut
Industry:
Civil Engineering
Work history:
Carnegie Mellon University - Greater Pittsburgh AreaIPad Application Development Internshipsince May 2012Carnegie Mellon University Teaching Assistant 12100 Intro to Civil and Environmental EngineeringJan 2013 - May 2013
Skills:
Microsoft Office, Objective-C, HTML, CSS, Java, Green Building Studio, Energy Star Portfolio...
Languages:
Spanish

Daniel Powell New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBusiness AnalystAnalystAnalystsDirectorOperations ManagerTeam MemberNon-ProfitChief ExecutiveFounding MemberDeputy ManagerFinancial ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Yale university
Strategic business analyst
Company:
Cruise west - Seattle, WA
Director, national accounts

Skills

Business strategy, customer value analysis, strategy mapping, process modeling, business analytics...

Linda Branch New Haven, CT

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerOffice AssistantAssistant to the PresidentOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Fairfax global markets - Orange, CT
Executive assistant
Company:
Necg - Westport, CT
Executive assistant to president, ceo

Craig Tracz New Haven, CT

Professions & Specialties

Puchasing and Estimating ManagerTerritory Account ManagerAccount Service ManagerClient Service OfficerArea ManagerManagersCustomer ServiceFinancial Manager

Experience & Education

Work

Company:
Santa fe natural tobacco co
Territory manager iii bridgeport/new haven ct
Company:
Perimeter esecurity - Milford, CT
Account executive

Herbert Ochoa New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
First niagara bank
Vice president special assets
Company:
Bpd bank - New York, NY
Vice president special assets administration

Skills

Debt restructure, loan review, credit risk, review adequacy of loan loss reserves and validation of ...

Melanie Canadeo New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSubstitute TeacherEducatorEducation ProfessionalInstructorDirectorOperations ManagerCorporate ExecutiveChief ExecutiveFinancial ManagerAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Sikorksy aircraft corporation
Contract employee
Company:
West haven board of education - West Haven, CT
Substitute teacher k-12

James Richmond New Haven, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberOffice AssistantApprenticeTeam MemberOffice ClerkClerical SpecialistAcrobatFinancial ManagerStudent Worker

Experience & Education

Work

Company:
Neighborhood housing services of new haven - New Haven, CT
Green vista member
Company:
Rebuilding together oakland - Oakland, CA
Capacitycorps member

Skills

RRP - August 2013, LEED Green Associate - April 2014; Microsoft Office Suite: Microsoft Office...

Gareth Gibson Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBusiness Development ManagerDirectorChief Executive OfficerOperations ManagerFinancial ManagerCorporate ExecutiveChief ExecutiveMarketing ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHomebuilderBuilderConstruction SpecialistConstruction LaborerConstructionBusiness ManagerMarket AnalystSEO SpecialistMarket Research AnalystWeb MarketerHuman Resources SpecialistRecruitmentProject ManagersAdministrative ClerkManagers

Experience & Education

Position:
Chief business development officer - CBDO at The David Frankenberger Corporation - DFCLLC, Realtor...
Title:
Chief business development officer - CBDO at DFCLLC
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
The David Frankenberger Corporation - DFCLLC - San Bernardino, CaliforniaChief business development officer - CBDOsince Mar 2013SeaburyHill Realtors - New Haven CTRealtorsince Jan 2003
Skills:
Public Speaking, Teaching, Research, Non-profits, Strategic Planning, Social Media, Management,...

E Pulaski New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerPsychologistAdvisorPsychology Specialist

Experience & Education

Position:
Staffing Specialist at DIVERSIFIED EMPLOYMENT SERVICES, INC
Location:
Greater New York City Area
Industry:
Banking
Work history:
DIVERSIFIED EMPLOYMENT SERVICES, INC - New Haven, CTStaffing Specialistsince Aug 2010American Home Partners, Inc - Cheshire, CTPortfolio ManagerOct 1995 - Mar 2010

Alberto Silva New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorVice PresidentProgram DirectorOwnerOperations ManagerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecurityProject ManagersAdvisorAnalystsIT Specialist

Experience & Education

Position:
Director - Payment Operations Project Portfolio Lead at Capital One
Title:
Director, Project Portfolio Lead for Payment Operations and Treasury Services at Capital One
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Capital One - Greater New York City AreaDirector - Payment Operations Project Portfolio Leadsince Oct 2012Morgan Stanley - Greater New York City AreaVice President - Global Banking Operations Program ManagerFeb 2008 - Oct 2012
Skills:
SDLC, Change Management, Business Analysis, Program Management, Project Management, Management...

Bob Jandreau Hartford, CT

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinancial ManagerAgentSales Representative

Experience & Education

Title:
Director at Conning Asset Management
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Conning Asset Management - Hartford, CTDirectorOct 2000 - Jul 2012Knights of Columbus - New Haven, CTAssistant Portfolio Manager and TraderSep 1995 - Sep 2000
Skills:
Fixed Income, Alternative Investments, Bonds, Asset Allocation, Asset Managment, Bloomberg, ABS,...

Parker Binion Houston, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorIndependent ContractorAdvisorContractorMarket AnalystMarket Research AnalystChairpersonFinancial ManagerChief ExecutiveIndependent Business Owners

Experience & Education

Position:
President at Provecho Capital, Investment Advisory Services Offered through Heritage Capital LLC...
Title:
Portfolio Manager, Investment Adviser, Retirement Specialist and Market Analyst
Location:
Houston, Texas Area
Industry:
Investment Management
Work history:
Provecho Capital, Investment Advisory Services Offered through Heritage Capital LLC - Woodbridge, CTPresidentsince Sep 2012
Certifications:
Series 65 Investment Advisor Representative, FINRA
Board Certified in Personal Injury Trial Law, Texas Board of Legal Specialization

Sandra Williams Hartford, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLoan OfficersVice PresidentChief ExecutiveFinancial ManagerUnderwriterOperations ManagerSupporting MemberBusiness AdministratorTeam MemberMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch Scientist

Experience & Education

Position:
Vice President, Portfolio Underwriter Corporate Banking at First Niagara Bank
Location:
Hartford, Connecticut Area
Industry:
Banking
Work history:
First Niagara Bank - New Haven, CTVice President, Portfolio Underwriter Corporate Bankingsince Mar 2012Webster Bank Vice President, Portfolio ManagerAug 2005 - Mar 2012
Languages:
French

Lisa Choi New York, NY

Professions & Specialties

Credit ManagerPortfolio ManagerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerSales ManagerCounselorAdvisorSales Account AssociateSales ExecutiveFinancial OfficerAccount Service ManagerClient Service OfficerProperty ManagerReal Estate ManagerCustomer ServiceLoan AccountantAccounting BookkeeperBookkeeperAdvertising Sales Agent

Experience & Education

Position:
V.P., Credit Manager, New England Healthcare Finance at TD Bank
Location:
Greater New York City Area
Industry:
Banking
Work history:
TD Bank - New Haven, CTV.P., Credit Manager, New England Healthcare Financesince Jun 2011William Raveis Real Estate Sales AssociateJan 2008 - May 2011

Gil Alon New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial DirectorFinancial OfficerFinancial ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerChief ExecutiveDepartment Store SalespersonRetail ProfessionalRetail SalespersonAccounting BookkeeperBookkeeper

Experience & Education

Position:
CFO at Precipio Diagnostics
Title:
CFO Precipio Diagnostics, LLC
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Precipio Diagnostics - New Haven, CTCFOsince 2011Laurus Capital Management - New York, NYPortfolio Manager2006 - 2009

Dan Boston Salt Lake City, UT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerEnsignResearch AssistantResearcherSurvey ResearcherBuyerBuyer and SellerSales RepresentativeFinancial Manager

Experience & Education

Position:
Senior Portfolio Manager - International All Cap Equity at Ensign Peak Advisors
Title:
Portfolio Manager at Ensign Peak Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Ensign Peak Advisors - Greater Salt Lake City AreaSenior Portfolio Manager - International All Cap Equitysince May 2011Robert Shiller - Yale University - New Haven, CTResearch AssistantOct 2009 - May 2011

Susan Kelly New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam LeaderFinancial ManagerOperations Manager

Experience & Education

Position:
Portfolio Manager at Revenue Services, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Revenue Services, LLC - Hamden, CT 06518Portfolio Managersince Jan 2008JER Revenue Services Team Leader1992 - 2007

Susan Byrd Huntington, CT

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Deutsche bank securities inc
Default portfolio manager
Company:
Clayton group - Shelton, CT
Loss mitigation manager

Kevin Tatro New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLoan SpecialistLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentFinancial ManagerChief ExecutiveReal Estate Sales AgentOperations ManagerMaster of ScienceMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLecturerPostsecondary Teacher

Experience & Education

Position:
Portfolio Manager at Doral Bank
Location:
New York, New York
Industry:
Real Estate
Work history:
Doral Bank - New York, NYPortfolio Managersince Jul 2013Landesbank Baden-Württemberg - Greater New York City AreaVice President Commercial Real Estate2010 - Feb 2013

Philip Kimmel New York, NY

Professions & Specialties

Branch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentMarketing ManagerChief Executive

Experience & Education

Position:
Branch Manager at Wells Fargo Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Hamden CTBranch Managersince Apr 2012Wells Fargo Advisors, LLC. Vice President -InvestmentsMay 2005 - Apr 2012
Vice President/ Portfolio Manager at Smith Barney Inc

Cathy Scherer New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentManagerChief ExecutiveFinancial ManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerInstructorPedagogueMedical Support AssistantHealth Support WorkerHealthcare Support

Experience & Education

Position:
Vice President Portfolio Manager at Webster Capital Finance
Title:
Vice President Portfolio Manager at Webster Bank
Location:
Greater New York City Area
Industry:
Banking
Work history:
Webster Capital Finance - Farmington CTVice President Portfolio Managersince Sep 2011Guilford Savings Bank - Guilford, CTVice-President Commercial Loan ManagerJun 2004 - Aug 2011

John Cappelano San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerManagement AnalystsMaster of Business AdministrationSoftware DeveloperSoftware DevelopersDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Work

Company:
Us bancorp private wealth management
Vp/senior portfolio manager, northern california
Company:
The wells fargo private bank
Vp/senior portfolio manager, northern california

Skills

CFA Level One, FINRA Licenses: Series 7, Series 63, Series 65, Series 3, Series 31; State Health,...

Avtar Vasu Detroit, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement AnalystsFinancial ManagerTeam MemberCivil Engineering

Experience & Education

Position:
Senior Managing Director at UAW Trust
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
UAW Trust - MISenior Managing DirectorHarvard Management Company - Greater Boston AreaManaging Director2008 - 2012
Skills:
Hedge Funds, Capital Markets, Asset Managment, Investment Management Industry, Derivatives, Private ...
Co Portfolio Manager at Stern Investment Management

Carolina Betancourt-gomes New York, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerConsumer Goods ProfessionalCommodities ClerkDirectorOperations ManagerAdvisorAnalystsFinancial Manager

Experience & Education

Position:
Category Business Manager at Daymon Worldwide
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Daymon Worldwide - Greater New York City AreaCategory Business Managersince 2009Mercado Global - New Haven, CTDirector of Sales & Marketing2007 - 2009
Portfolio Manager at JCBC

Ethan Lacombe Atlanta, GA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSenior Project ManagerFinancial ManagerSenior ManagerOperations ManagerProject Managers

Experience & Education

Position:
Senior Portfolio Manager at AT&T
Location:
Atlanta, Georgia
Industry:
Real Estate
Work history:
AT&T - Atlanta, GASenior Portfolio ManagerJones Lang LaSalle - Atlanta, GASenior Project Manager2010 - 2013
Skills:
Construction Management, Contract Administration, Design Development, Brand Implementation, Capital ...


Portfolio Managers near New Haven, CT03691215BridgeportMilfordWaterburyStratfordWallingfordCheshireDurhamGuilfordSouthingtonOrange



Portfolio Managers around New Haven, CT

Branford  (1)
Bridgeport  (15)
Bristol  (2)
Cheshire  (3)
Derby  (1)
Durham  (3)
Guilford  (3)
Meriden  (2)
Milford  (9)
Northford  (1)
Orange  (2)
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Waterbury  (4)

Portfolio Managers in Connecticut

Sub-specializations

Portfolio Manager  (35)