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Eli
S. Kent
Principal, Managing Director
Over 10 years of experience
Eli began his career at Fidelity Investments as an institutional
client manager. He also worked at MFS Investment Management in institutional
sales.
– F.W. Olin Graduate School of Business at Babson College;
MBA with high honors
– St. Lawrence University, BA in Government and History
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Michael J. Cooney
Director, Portfolio Specialist
Over 23 years of experience
Mike began his career as a retail stockbroker at Merrill Lynch and Bear Sterns in New York City. He then moved to the institutional side of the business and worked for over 20 years as an Institutional Equity Salesperson for a number of bulge bracket firms.
- Cornell University, BS in Finance |
Jacqueline O. Easterbrooks
Marketing & Relationship Manager
Over 9 years of experience
Jackie's experience has been in institutional research sales, most recently with Cowen & Co. Prior to that, she was with Robertson Stephens.
- Simmons College, BS in Finance |
Lindsay LaRocca
Marketing Assistant
Lindsay's experience has been in Sales and Marketing support.
- The University of Tampa, BS in Marketing
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