Marcy R. Carlin
Analyst-Equity at Essex Investment Management Co. LLC
Profile
Ms. Marcy R.
Carlin is Senior Vice President & Research Analyst at Essex Investment Management Co. LLC.
She is an equity analyst for the micro, small and SMID growth strategies.
Prior to joining Essex in 2005, Ms. Carlin spent three years at Burridge Growth Partners.
Previously, she spent two years as the Director of Corporate Development for the Levy Organization specializing in the identification and evaluation of potential acquisition/merger/expansion targets.
Prior to that, she spent five years as an Associate Financial Analyst for the Zell/Chilmark Fund.
She earned a B.A.
in International Relations from the University of Pennsylvania, and an M.B.A.
from the Kellogg Graduate School of Management, Northwestern University.
Marcy R. Carlin active positions
| Companies | Position | Start |
|---|---|---|
Essex Investment Management Co. LLC
 Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Analyst-Equity | 01/01/2005 |
Chicago Public Library Foundation
 Chicago Public Library Foundation Miscellaneous Commercial ServicesCommercial Services Chicago Public Library Foundation provides educational services. The firm provides on-going funding, through its endowments and annual fundraising for collections, book acquisition and a variety of community-based programs. The company was founded in 1986 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Former positions of Marcy R. Carlin
| Companies | Position | End |
|---|---|---|
The Burridge Group LLC
 The Burridge Group LLC Investment ManagersFinance The Burridge Group LLC (TBG) is a member of the Affiliated Managers Group (NYSE: AMG) network of investment advisors. TBG offers a variety of investment solutions through its own investment management divisions, Burridge Growth Partners and Sound Equity Partners and in conjunction with other affiliates of AMG. A newly formed third division, Portfolio Services Group, offers portfolio administration and client services support. TBG is located in Chicago. | Portfolio Manager-Equities | 31/12/2004 |
| The Levy Organization, Inc. | Corporate Officer/Principal | - |
Training of Marcy R. Carlin
| University of Pennsylvania | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Essex Investment Management Co. LLC
Essex Investment Management Co. LLC Investment ManagersFinance Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies. | Finance |
The Burridge Group LLC
The Burridge Group LLC Investment ManagersFinance The Burridge Group LLC (TBG) is a member of the Affiliated Managers Group (NYSE: AMG) network of investment advisors. TBG offers a variety of investment solutions through its own investment management divisions, Burridge Growth Partners and Sound Equity Partners and in conjunction with other affiliates of AMG. A newly formed third division, Portfolio Services Group, offers portfolio administration and client services support. TBG is located in Chicago. | Finance |
Chicago Public Library Foundation
Chicago Public Library Foundation Miscellaneous Commercial ServicesCommercial Services Chicago Public Library Foundation provides educational services. The firm provides on-going funding, through its endowments and annual fundraising for collections, book acquisition and a variety of community-based programs. The company was founded in 1986 and is headquartered in Chicago, IL. | Commercial Services |
| The Levy Organization, Inc. |
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