Education & Credentials SB, Management & Mathematics – Massachusetts Institute of Technology, Sloan School of Management SM, Management Science – Massachusetts Institute of Technology, Sloan School of Management Ph.D., Management Science – Massachusetts Institute of Technology, Sloan School of Management Experience Paul D. Berger…
Education & Credentials BA & MA (combined), Economics – Yale University MBA – Harvard Business School Series 7, 24 and 63 Securities Licenses – Financial Industry Regulatory Authority (FINRA) Experience Roberts Brokaw has three decades of client-coverage and transaction investment banking experience, most recently…
Education & Credentials BS, Business Administration – University of New Hampshire MS, Finance – Boston College Experience Peter Chudy was a Managing Director at UBS, and served as a Chief Risk Officer and Chief Operating Office of the Swiss National Bank StabFund. He provided…
Education & Credentials BA – University of Illinois JD – George Washington University Law School LLM, Taxation – Georgetown University Law Center Experience Ronald H. Filler is a Professor of Law and Director of the Financial Services Law Institute at New York Law School,…
Education & Credentials BSBA – Boston University Questrom School of Business MBA – Boston University Questrom School of Business Experience Donald H. Hunter has served as a director of The LGL Group, Inc. since March 2013 and as a director of Juniper Pharmaceuticals since…
Education & Credentials BS, Civil Engineering – University of Notre Dame BA, General Studies – University of Notre Dame MBA – Columbia University Experience Timothy Hurley is an investment banker with over three decades of experience. He has held senior positions with three major…
Education & Credentials BS, Business Administration — University of Florida Ph.D., Finance — University of Florida Experience Bradford D. Jordan is Professor of Finance and holder of the Richard W. and Janis H. Furst Endowed Chair in Finance in the Gatton College of Business…
Education & Credentials BA, Economics – William Smith College MBA, Finance – Syracuse University Ph.D., Finance – University of Colorado Experience Laurie Krigman is an Associate Professor of Finance and holder of the Peter Black Senior Term Chair at Babson College. Prior to joining…
Education & Credentials A.B. – Princeton, Woodrow Wilson School of International & Public Affairs – Wilson Scholar graduate FINRA Series 7, 63, 65 Registered research-only RIA ACFE Certified Fraud Examiner (CFE) Chartered Alternative Investment Analyst (CAIA) Experience Barclay T. Leib, provides outsourced due diligence on…
Education & Credentials AB, English – Fordham University MBA – Rutgers University Ph.D., Managerial Economics, Finance and Marketing – Cornell University Experience Dennis Logue is Professor Emeritus at the Amos Tuck School of Business Administration at Dartmouth College, and the Chairman of the Board…
Education & Credentials B.A., Economics and Accounting – Ben Gurion University M. Sc., Finance and Accounting – Tel Aviv University, Recanati Graduate School of Business Administration M. Sc., Applied Economics – University of Rochester, William E. Simon School of Business Ph. D., Finance – University of Rochester, William E. Simon School of…
Education & Credentials BSBA, Accounting – Roosevelt University Certified Public Accountant (CPA) – State of Illinois MBA, Finance – University of Chicago Ph.D., Financial Economics – University of Chicago Experience Don May possesses over 25 years’ experience in consulting, valuation and litigation support as…
Education & Credentials BA, Economics – George Mason University MA, Economics – George Washington University MBA, Finance – New York University Stern School of Business Ph.D., Finance – University of Connecticut Chartered Financial Analyst (CFA) Charterholder – CFA Institute Certified Financial Risk Manager (FRM) –…
Education & Credentials BS, Math – City College of New York MS, Mathematics – Yeshiva University MBA – St. John’s University Ph.D., Mathematics (ABD) – New York University Experience Stan Monsowitz has over 25 years of experience in back-office information systems design, due diligence,…
Education & Credentials Bachelor of Commerce – University of South Africa Honors Bachelor of Accounting Science – University of South Africa MBA, Finance – Boston University Questrom School of Business Certified Public Accountant (CPA) – Commonwealth of Massachusetts Experience Brad Orelowitz has almost 30 years of experience…
Education & Credentials BS, Electrical Engineering – Cornell University MBA, Marketing – Harvard Business School Certificate of Advanced Engineering Study – Cornell University Experience Paul Rosenbaum has five decades of experience in the fields of venture capital, private equity, technology, marketing, operations and business…
Education & Credentials BA, English – Columbia College JD – Hofstra University MBA – Columbia Business School Series 7, 63 and 66 Securities Licenses – Financial Industry Regulatory Authority (FINRA) Experience Gary Rotenberg has worked in the financial services industry for over 25 years…
Education & Credentials BS, Business Administration – Georgetown University MBA – University of Maryland Ph.D., Finance – University of Wisconsin-Madison Experience James K. Seward is an Associate Professor of Business Administration and the Prochnow Fellow in Finance at the Graduate School of Business at the…
Education & Credentials BS, Electrical Engineering – Northwestern University MS, Applied Economics – University of Rochester Ph.D., Finance – University of Rochester Experience Nejat Seyhun is a Professor of Finance and Jerome B. and Eilene M. York Professor of Business Administration at the University…
Education & Credentials BA, Statistics – Hebrew University of Jerusalem BA, Economics – Hebrew University of Jerusalem MBA – Hebrew University of Jerusalem Doctor of Business Administration – Harvard Business School Experience Israel Shaked is a Founder and Managing Director of The Michel-Shaked Group,…
Education & Credentials BS, Chemical Engineering – University of Arkansas MBA – Oklahoma State University Ph.D., Finance – Case Western Reserve University Experience Betty J. Simkins, Ph.D., is the Williams Companies Chair of Business and a Professor of Finance in the Department of Finance…
Education & Credentials BS, Math & Economics – University of Oregon MBA, Finance – UCLA Ph.D., Financial Economics – UCLA Chartered Financial Analyst (CFA) – CFA Institute Experience Robert R. Trout has over three decades of experience in the fields of finance, economics and…
Education & Credentials BA, Business Administration and English – Principia College MBA, Finance – Fuqua School of Business, Duke University Chartered Financial Analyst (CFA) – CFA Institute Experience Dave Wiley has more than 25 years of experience in finance, investments, business valuation, and continuing…
Education & Credentials MS, Engineering Physics – Budapest University of Technology and Economics MA, Economics – Central European University Ph.D., Economics – Princeton University Experience Adam Zawadowski is an Assistant Professor of Finance at Boston University Questrom School of Business. Before joining Questrom, he…