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BIOGRAPHIES
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Analysis & Research
Home : About Greycourt : Analysis & Research
Kyle Foster, Investment Analyst
Kyle is an Investment Analyst based out of the Pacific Northwest office, and joined Greycourt in the Spring of 2008. He focuses on the execution of client needs, manager evaluations, and portfolio review & monitoring. Prior to joining Greycourt, Kyle was as an Associate Consultant with CTC Consulting, where he had 5+ years experience working in the High Net Worth client services field. Kyle graduated from Oregon State University in 2002, where he holds a BS in Business Administration, with a focus on Finance.
Amanda Gailey, Investment Analyst
Prior to joining Greycourt in 2002, Mandy attended Duquesne University where she obtained a BSBA with a concentration in Investment Management. Her previous work/intern experience includes Duquesne University Finance Department, Security Asset Management, Inc., and Harris & Associates Wealth Management. She also has experience in Europe studying Global Economics.
Kathy Goliat, CPA, Senior Manager Research Analyst
Kathy is a Senior Manager Research Analyst in the Pittsburgh based Manager Research team and works in conjunction with the Manager Research team in Portland. Previously, she was an Investment Analyst and Client Account Administrator at Greycourt. Prior to joining Greycourt in 1999, she was an Accounting Department Manager and Internal Auditor at Westinghouse Electric Corporation. Kathy holds a BA and an MBA from the University of Pittsburgh.
Stephanie Halpern, Senior Manager Research Analyst
Prior to joining Greycourt in 2007, Stephanie received a Masters of Business Administration at Carnegie Mellon University's Tepper School of Business. Prior to business school, Stephanie was an Investment Performance Analyst at Cambridge Associates, LLC in Arlington, Virginia. Stephanie received her Bachelor of Science in Business and Economics from Lehigh University.
Brian LaBore, Head of Traditional Manager Research
Prior to joining Greycourt in 2004, Brian worked at CTC Consulting, where he spent two years as a Research Analyst. He was a resource for consultants, with a particular emphasis on investment performance measurement and small cap manager research. Prior to CTC Consulting, he worked at Windermere Investment Associates as a member of the Alternative Asset Group and at Salomon Smith Barney as an analyst in the Consulting Group division. He has a BS in Finance from Portland State University.
Jeff Moyer , Investment Analyst
Jeff is an Investment Analyst specializing in relative valuation research and analysis. He joined Greycourt in 2008, while finishing his Masters degree. Previously, he was employed as an Account Manager in the automotive industry, supplying a number of major automotive manufacturers. He holds an MBA with concentrations in Finance and Investment Strategy from Carnegie Mellon’s Tepper School of Business as well as a BS in Chemical Engineering from The Pennsylvania State University. Jeff is a Level 3 Candidate in the CFA Program.
Brian Savikas, Manager Research Analyst
Brian joined Greycourt in 2005 as a Senior Performance Analyst. His previous work experience includes 8 years at Mellon Financial Corporation, most recently as a Financial Analyst in the Private Wealth Management division. His responsibilities included financial accounting, forecasting and reporting. Brian holds an MBA with a concentration in Finance from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and a BS in Accounting from Pennsylvania State University.
Zoe Vrabel, Manager Research Analyst
Zoe is a Manager Research Analyst based out of the Portland office. She joined Greycourt in 2010 and focuses mostly on domestic equity research. Previously, she worked for Providence Health Care as a research assistant, studying the structures and outcomes of state-provided health insurance. Zoe graduated from Reed College in 2009 and holds a BA in Sociology.
Keith Vukmir, Investment Analyst
Keith joined Greycourt in 2005 where he has worked as a Senior Performance Reporting Analyst as well as a Senior Systems Support Analyst. At his last firm, Invesmart Inc., he was an Operations Team Manager for over 2 years. Prior to that, he was a Retirement Plan Administrator at Federated Investors for almost 4 years. Keith recently acquired his MBA from the Katz School of Business at the University of Pittsburgh . He graduated from the University of Dayton with a BA in Finance.
Brian Yank, Senior Manager Research Analyst
Brian joined Greycourt as a Senior Manager Research Analyst in 2008 where he focuses on conducting hedge fund and fund of funds manager research. Over the past twelve years Brian has worked in the Pacific Northwest with the Portland offices of Merriman Curhan Ford and Wells Fargo Securities, where he focused on providing equity research to institutional clients including hedge funds. Prior to moving to the Northwest, Brian spent ten years in New York and Chicago where he structured, traded, and sold equity derivative products for a variety of firms including Chase Manhattan Bank, First Boston, Merrill Lynch and O’Connor and Associates. Brian holds a MS and BA from the University of Wisconsin – Madison and was a selected member of the Applied Securities Analysis and Investment Management Program.
Jared Zeigler , Senior Investment Analyst
Jared joined Greycourt as a Senior Investment Analyst in 2010. He works closely with Greycourt’s Advisors analyzing and managing client investment accounts, and performing manager research. His experience includes more than five years as a Senior Associate at Columbia Financial Advisors, Inc. where he performed private equity valuations and appraised venture capital opportunities; and three years as an Associate at Pearson Financial Group. Jared is a CFA Charterholder and holds an MBA, Finance from the University of Portland, and a BS, Business Administration & Finance from Portland State University. |
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