Access to your Investment Team
Our clients always have direct access to our entire team offering accountability and open communication with the decision makers managing their portfolios.
Runnymede's professional team offers a wealth of knowledge and experience gained over many years working together. In addition, we draw from our diverse prior experiences at reputable firms including TIAA‐CREF, the Bank of New York, Beacon Capital Management, Thomson Financial Services, and Merrill Lynch.
Professional Experience
- Runnymede Capital Management – 1993 to Present
- Beacon Capital Management, Inc. – President, Chief Investment Officer
- Bank of New York – Senior Vice President, Director of Research, Chief Equity Strategist
Education
- MBA, Columbia University
- BA in International Economics, Yale University
Personal & Community
- Yale Club of Central New Jersey
- Investment Forum of Northern New Jersey – Treasurer
- Chinese American Executives Forum
Professional Experience
- Runnymede Capital Management – 1998 to Present
- NECX Global Electronics Exchange – Senior Trader, Peabody, MA
- Thomson Financial Services – Earnings Analyst, Boston, MA
Education
- BA in International Studies, Trinity College
Personal & Community
- Investment Forum of Northern New Jersey
- Halawai, Inc. – Board of Trustees, Treasurer
- St. Paul's Episcopal Church – Vestry member
- Hawaiʻi Academy of Recording Arts Association – Member
Professional Experience
- Runnymede Capital Management – 2003 to Present
- TIAA-CREF – Research Analyst, Assistant Portfolio Manager, New York
Education
- BS in Finance, University of Richmond
Personal & Community
- March of Dimes Executive Leadership Team – 2x chair of March for Babies Walk
- Berkeley Heights Economic Development Committee, Secretary
- Berkeley Heights Business & Civic – Chairperson
- Temple of Understanding – Board of Trustees, Treasurer
- Photography
Professional Experience
- Runnymede Capital Management – 1993 to Present
- Merrill Lynch
- American Telephone & Telegraph
Education
- BA, Barnard College
Personal & Community
- Health Village, Inc. – Board of Trustees 2003-2011
- St. Paul's Episcopal Church – Treasurer, 1988-1998
- New York New Jersey Chapter of Ichiyo School of Ikebana
- Washington Valley Community Association
Professional Experience
- Runnymede Capital Management – 1993 to Present
- Beacon Capital Management, New York
- Bank of New York, New York
Education
- Ph.D., New York University
- BA,Tel-Aviv University
Personal & Community
- Author
- Hiking