Yoni Engelhart, Cfa

Yoni Engelhart, Cfa Email and Phone Number

Managing Partner at Schilit Forensics @ Schilit Forensics
Yoni Engelhart, Cfa's Location
Brookline, Massachusetts, United States, United States
Yoni Engelhart, Cfa's Contact Details

Yoni Engelhart, Cfa personal email

n/a

Yoni Engelhart, Cfa phone numbers

About Yoni Engelhart, Cfa

Yoni Engelhart, Cfa is a Managing Partner at Schilit Forensics at Schilit Forensics. They possess expertise in portfolio management, hedge funds, investment management, asset allocation, alternative investments and 23 more skills. Colleagues describe them as "Based on all my experiences, Yoni is a truly exceptional individual. He has the unusual innate capability to be at once refreshingly creative yet also deeply analytical. More significant than his amazing capacity to simply get things done is Yoni's outside the box thinking. He can always be counted upon to bring to a discussion a completely different perspective so that any decision could be made with all angles covered. His strategic mind and leadership made him an invaluable asset to us in all aspects of our business. I can not overstate how strongly I recommend Yoni."

Yoni Engelhart, Cfa's Current Company Details
Schilit Forensics

Schilit Forensics

View
Managing Partner at Schilit Forensics
Yoni Engelhart, Cfa Work Experience Details
  • Schilit Forensics
    Managing Partner
    Schilit Forensics Jul 2013 - Present
    New York, Us
    Schilit Forensics is an expert forensic accounting consultancy serving an elite group of investment firms. We are engaged to help unravel and explain accounting complexities and to detect companies that are misleading investors through accounting trickery.We provide customized research to some of the most successful and well-regarded asset managers globally including hedge funds, sovereign wealth funds, mutual funds, and private equity funds. Our clients view us as an extension of their in-house research team, leveraging our expertise in forensic accounting analysis to help them make more informed and more confident investment decisions.
  • Partners Capital
    Principal
    Partners Capital Jul 2010 - Jun 2013
    London, Gb
    Broad range of responsibilities across management of institutional and high net worth (>$100M) investment portfolios, including asset allocation, portfolio construction, manager due diligence, pooled investment vehicles, client relationships, team management, and business leadership.
  • Wellington Management
    Product Management
    Wellington Management Jun 2009 - Aug 2009
    Boston, Massachusetts, Us
    Summer MBS Internship. Conducted a comprehensive competitive analysis for one of Wellington’s key fund platforms, and supported Investment Directors in reviewing the performance and risk characteristics for several equities strategies.
  • Riskmetrics Group
    Business Strategy
    Riskmetrics Group Jul 2007 - Jul 2008
  • Cfra Research
    Director Of Quantitative Research
    Cfra Research Mar 2006 - Jul 2008
    Charlottesville, Virginia, Us
    Launched and managed a $2M quantitative research platform to extend and supplement CFRA’s in-depth forensic accounting reports. Led all aspects of business from inception through product development, marketing, and sales. Developed quantitative research methodology to assess earnings quality, cash flow quality, and other fundamental analytics with effectiveness in predicting earnings disappointments, financial restatements, frauds, and class action lawsuits. Collaborated with leading academic researchers to develop new research models.
  • Cfra Research
    Equity Analyst - Technology, Media & Telecom
    Cfra Research Jul 2002 - Jun 2008
    Charlottesville, Virginia, Us
    Developed and published research reports for dissemination to CFRA’s client base of fund managers, underwriters and regulators. Analysis focused on earnings quality and sustainability based on in-depth forensic accounting research. • Published over 100 research reports highlighting concerns over aggressive accounting and/or operational deterioration within publicly listed Software and IT Services companies. • Conducted training seminars for buy-side analysts and portfolio managers teaching financial statement analysis, quantitative analytic methodologies, and a variety of financial accounting topics relating to securities analysis. • Managed relationships with key investment management clients.

Yoni Engelhart, Cfa Skills

Portfolio Management Hedge Funds Investment Management Asset Allocation Alternative Investments Financial Modeling Equity Research Equities Critical Thinking Competitive Analysis Manager Selection Team Management Financial Statement Analysis Leadership Development Due Diligence Endowment Funds Organizational Design Process Optimization Asset Management Business Strategy Finance Investments Mutual Funds Private Equity Strategy Valuation Complexity Management Epistemology

Yoni Engelhart, Cfa Education Details

  • Harvard Business School
    Harvard Business School
    Mba
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst
  • University Of Maryland - Robert H. Smith School Of Business
    University Of Maryland - Robert H. Smith School Of Business
    Business And Management
  • University Of Maryland
    University Of Maryland
    Philosophy

Frequently Asked Questions about Yoni Engelhart, Cfa

What company does Yoni Engelhart, Cfa work for?

Yoni Engelhart, Cfa works for Schilit Forensics

What is Yoni Engelhart, Cfa's role at the current company?

Yoni Engelhart, Cfa's current role is Managing Partner at Schilit Forensics.

What is Yoni Engelhart, Cfa's email address?

Yoni Engelhart, Cfa's email address is je****@****hbs.edu

What is Yoni Engelhart, Cfa's direct phone number?

Yoni Engelhart, Cfa's direct phone number is +161731*****

What schools did Yoni Engelhart, Cfa attend?

Yoni Engelhart, Cfa attended Harvard Business School, Cfa Institute, University Of Maryland - Robert H. Smith School Of Business, University Of Maryland.

What skills is Yoni Engelhart, Cfa known for?

Yoni Engelhart, Cfa has skills like Portfolio Management, Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Financial Modeling, Equity Research, Equities, Critical Thinking, Competitive Analysis, Manager Selection, Team Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.