News of SPIFFY Graduates

Anh Do ‘08

Research analyst at Stern, Agee in New York City covering 33 companies in the global industrial infrastructure sector. Completed Level I of the CFA exam.

Jonathan Mortimer ‘08

Fund accountant at State Street Bank in Boston.

Adam Bither ‘05

Currently I am traveling around the state of Maine working closely with individuals and their families helping them develop a financial game plan for their future.  As an independent contractor with Primerica Financial Services, a Citi company, I work to provide families with the proper amount of term life insurance as well as several mortgage products designed to eliminate debt as quick as possible.  I am Life and Health licensed in the state of Maine and soon will be taking the Federal exam for series 6 and 63 securities licenses to expand my business with retirement solutions through Smith Barney.  Primerica provides an excellent business opportunity for anyone determined to own and operate their own business in the financial services industry.

Zackery McGuire ‘05

After graduation spent two years as a Fund Accountant in the Citigroup Corporate and Investment Bank - Global Transaction Services in Portland, Maine. Currently is Performance Analyst for Emory Investment Management, the investment arm of the Emory University endowment fund ($5 billion in market value).

Seth Keller ‘05

fund accountant at Investor’s Bank and Trust in Boston

Chelsea Frost ‘04

Chelsea is Account Manager with Royall and Company in Richmond, Virginia.

Christopher Whitford, CPA ‘04

Chris works at PriceWaterhouseCoopers in Boston, MA. Earned his Master of Science in Accounting from UMaine in 2005.

George Pullen ‘03

Trader, Keystone Energy Partners, LP in Houston, Texas. “I love being a trader!!! This is what I was born to do. Every day I wake up excited and can not wait to get to work and start my day. Being a broker was okay and my time as a private banker was nice but this is the real deal, this is the big time. The hours are super long and I always have something new to look at and learn but I am loving every minute of it. I am grateful that I have my wife to support me or else I do not know how I would manage.

Jamie Bakeman ‘03

In March 2004 Bob Strong met Jamie Bakeman for lunch in Garmish-Partenkirchen, Germany where Jamie was on a ski vacation with her new husband. Bob was there picking up his new 2004 Porsche 911 Targa, in the background.

David Bouchard, CFA ‘03

David works at Dresdner Kleinwort Wasserstein in New York City as Assistant Financial Analyst in Management Reporting for Dresdner's North American Investment Banking Arm. Dresdner is a very large German Bank with about $550 billion in assets. Combined with Allianz, the parent company, the entity has over $1 trillion in assets.

Anh Tran Hoang ‘03

Product Controller for the Exchange Traded Funds desk at Lehman Brothers in New York City. Married to David Bouchard.

Matt Jacobson ‘03

After working as a bank examiner in the Department of Professional and Financial Regulation, Bureau of Financial Institutions, for the State of Maine, Matt is now branch manager for Evergreen Credit Union in Naples, ME.

Amy Hall, CFA ‘99

Amy works at Vigilant Capital Management in Portland, ME. Amy completed the Chartered Financial Analyst program in 2004.

Joshua Radel, CFA ‘99

Joshua is Chief Investment Officer at Bar Harbor Banking and Trust in Bar Harbor, Maine. Josh got his MBA at UMaine in 2002.

Bill Holmes, ‘97

After working for the online brokerage firm Brown & Company (a subsidiary of Chase Manhattan Bank) for a while, Bill left when the bank merged with J. P. Morgan. After a brief ski-bum winter in Vail, Colorado and a summer in Ecuador as a school teacher/volunteer he moved to New York City where he was the Operations Director of MaxCustom Media (www.maxcustom.com ), a small alternative advertising company. He is currently working on a MS in Nonprofit Management with a concentration in economic/community development at the New School for Management and Urban Policy in New York City. Bill teaches financial literacy to low-income residents/immigrants at Credit Where Credit is Due, a community development bank in Washington Heights in uptown Manhattan.

James Hill, CFA ‘95

Hello Dr. Strong.

I was a student of yours and equity chair of SPIFFY back in the days of Song, Dwight, Michelle, etc,.  I just wanted to says thanks because it was

your classes and the creation of SPIFFY that inspired me to pursue a career in finance.  Currently, I work as an analyst for Merrill Lynch's Private

Wealth department in Manhattan.

The good news is that today I received a passing letter for the level 3 CFA exam.  I'm so glad it's over.  Thanks again.

- James Hill