Position:
Managing Director at Patrick Hubert Partners, Llc
Work:
Patrick Hubert Partners, Llc
since May 2003
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Managing Director
Phoenix Investment Partners, Ltd
2005 - 2007
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Consultant
Contra Costa Crisis center
Oct 1994 - Jun 2003
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Member Board of Trustees
Citigroup Asset Management
May 2002 - May 2003
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VP Business Development
Contra Costa County Employees' Retirement System
1994 - 2003
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Chair. Board Member
Fred Alger Management
Mar 1998 - Sep 2001
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VP Business Development
Dakin Securities
Jul 1996 - Feb 1998
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VP Institutional Research Sales
Robert Van Securities
Mar 1995 - Jul 1996
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SVP Institutional Sales
Merrill Lynch
Jul 1990 - Mar 1994
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Financial Consultant
Genesis Merchant Group
Feb 1990 - Jul 1990
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Institutional Sales Trader
Montgomery Securities
1986 - 1990
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Convertible Bond Sales
Wells Fargo Advisors
1985 - 1986
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Investment Consultant
CIGNA investment management
Feb 1978 - Mar 1986
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Equity and Convertible Bond Trader
US Treasury
Feb 1975 - Feb 1978
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Assistant National Bank Examinr
State Street Bank
Jun 1973 - Feb 1975
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Management Trainee
Education:
University of Pennsylvania - The Wharton School 1995 - 1995
Certificate, Investment and Pension Management
University of Hartford 1978 - 1981
MBA, Finance
The University of Connecticut 1969 - 1973
BA, Economics
Hartford Public High School 1965 - 1969
diploma, College Prep
Omega psi phi -eta phi
Skills:
SALES MANAGEMENT, INVESTMENT ANALYSIS, CONSULTANT RELATIONS, Equities, Fixed Income, Valuation, Financial Analysis, Investment Management, Management, Hedge Funds, Alternative Investments, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Investments, Portfolio Management, Capital Markets, Pension Funds, Private Equity, Asset Management, Fund Of Funds, Investment Strategies, Trading, Institutional Investments, Derivatives, Bonds, Bloomberg, Pensions