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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