Apr 06

Don Serek, CFA: Managing Director, NYL Investors LLC

Donald Serek is a Managing Director and Head of the Investment Grade Portfolio Management team for NYL Investors LLC. With more than 23 years of investment experience, he is responsible for managing all multi-sector third-party fixed income portfolios, including retail mutual funds and institutional separate accounts. Prior to joining the Firm in 1997, Mr. Serek […]

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Apr 01

Donald Bird, CFP: Senior Managing Consultant, MACM

Donald J. Bird is a Senior Managing Consultant, working with the Multi-Asset Class Management (MACM) team to help serve clients in the Eastern U.S. in developing strategies, guidelines, and policies on how best to manage their assets. He is highly knowledgeable in the field, with over 12 years of experience and a deep understanding of […]

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Mar 21

Tim Buckman: Chief Financial Officer, Sunrise Transportation Holdings

Tim Buckman currently serves as the Interim Chief Financial Officer of Sunrise Transportation Holdings, the 24th largest student transportation company in the US, and a portfolio company of LMZ Partners. LMZ Partners is a startup private equity firm focused on opportunistic debt and equity investments in companies with EBITDA between $2 and $20 million. Tim […]

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Mar 16

Phil Marchese: Founding Partner, Heritage Wealth Management Group, Morgan Stanley

Phil Marchese is a founding partner of the Heritage Wealth Management Group at Morgan Stanley in Philadelphia, Pennsylvania. The team provides wealth management services to entrepreneurs, company executives, and their families. They evaluate and implement strategies and solutions for these clients as their businesses evolve from start-up, through growth phases, capital raises, and in preparation […]

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Mar 07

Philip Stefano: Equity Research Associate, Deutsche Bank

Note that this event will be held in association with the Financial Management Association. Phillip Stefano is an Equity Research Associate Deutsche Bank, where he covers Property & Casualty Insurance and Insurance Brokers. Before joining Deutsche Bank, he was a Senior Equity Research Associate at Citi, where he covered Property & Casualty Insurance and Insurance […]

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Mar 04

Kurt Brunner, CFA: Senior Equity Portfolio Manager, The Swarthmore Group

Mr. Brunner joined The Swarthmore Group in 1998. He has more than twenty nine years of experience in the investment industry. Prior to joining The Swarthmore Group in 1998, Mr. Brunner was an analyst and assistant portfolio manager for PNC Equity Advisors Company. Mr. Brunner holds a B.B.A. degree in Finance from Temple University, and […]

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Mar 02

Wade Wescott, CFA: Portfolio Manager, Glenmede Investment Management LP.

Wade Wescott, CFA, is a Portfolio Manager for Glenmede Investment Management LP. In addition to managing the Large Cap Value products, he conducts fundamental equity research in the Energy and Consumer Cyclicals sectors. Mr. Wescott joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 2006. Prior to joining GTC, Mr. Wescott was a […]

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Mar 01

Thomas Raymond, CFA: Director, Asset Management, Abbot Downing – Wells Fargo

Tom Raymond is a director of investments for Abbot Downing.  He is responsible for asset allocation and manager analysis. Tom works closely with clients to develop customized portfolios that meet their unique objectives. He is also a voting member of the Abbot Downing Asset Allocation Committee. Tom joined Calibre, a legacy organization to Abbot Downing, […]

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Feb 12

Emily Riley: Senior Vice President, Radian Group Inc.

As senior vice president of corporate communications and investor relations at Radian Group Inc., Emily Riley directs investor relations, public relations and brand strategy for Radian. Ms. Riley first joined Radian in 1995 and served in various corporate communications, investor relations and reputation management roles until 2007, when she joined Rohm and Haas Company as […]

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Feb 10

Ed Blumenthal: Executive Vice President, Stedmark Partners

Ed joined Janney in 1996. He is an Executive Vice President/Wealth Management with Stedmark Partners, is an Accredited Wealth Management Advisor and a member of the Firm’s CEO Roundtable. Ed is listed as one of America’s “Top 1,000 Financial Advisors” in the February 2013 Special Edition of Barron’s and the 2014 (“Top 1,200 Advisors”) issues. […]

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Feb 03

Suzanne Dugan: Managing Director, Citi Group

Suzanne Dugan is a Managing Director at Citi in Institutional Equity Sales. She has been in Institutional Equity sales for over 25 years. She leads a five person team that is responsible for equity relationships between Citi and Trowe Price, Blackrock, St of NJ Pension, Dupont Pension, Delaware Macquarie, Turner Investments and other local asset […]

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Jan 20

Clayton Slivka: Account Director, Thomson Reuters

Clayton Slivka graduated in 2012 from SUNY Buffalo with a Bachelor in Finance and Marketing. He entered Thomson Reuters upon graduation as a Buyside Associate. During the last three years, he went through the positions of Client Specialist, New Business Direct, Sales Specialist – Commodities and Energy and Account Director – position he occupies since […]

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