Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
BetrInvestor
Aug. 2023
NDO Bev LLCInvestor
May. 2023
Novel Beverage Co.Investor
Dec. 2022
New York Life InvestmentsDirector, Global Relationship Management
Mar. 2022New York, New York, United StatesKey account management and investment strategy distribution and relationship management via financial intermediaries Representing New York Life Investments’ capabilities in a Key Account Manager function within the National RIA, wirehouse, TAMP, custodian, consultant and platform channels Promote New York Life Investments’ investment strategies with gatekeepers, research teams, Chief Investment Officers and other investment decision-makers in effort to gain research recommendations and discretionary model portfolio placement of mutual funds, ETFs, SMA and alternative investment strategies Collaborate and consult with COIs at partner firms to establish a mutually-beneficial partnership via FA education, skill set enhancement expansion, and honing FA and firm revenue growth in partnership with the Advisor Advancement Institute at New York Life Investments
Guggenheim InvestmentsDirector, Head of Research and Due Diligence Coverage
Oct. 2016 - Mar. 2022New York City Metropolitan AreaConsultative sales/relationship management to/with the Professional Buyer/Gatekeeper community. Coverage responsibility includes Wires, Private Banks, Broker-Dealers, Bank/Trusts, RIA Aggregator, DCIO/Traditional Consultant, and TAMP channels. In addition to Key Account responsibilities, serve as Investment Specialist/Client Portfolio Manager with responsibility of conveying Guggenheim views to clients in a consultative capacity. Specific topics communicated include macroeconomic positioning, portfolio strategy and performance attribution
Hightower AdvisorsSenior Analyst
Apr. 2015 - Nov. 2016Greater New York City AreaLed manager research on behalf of HighTower GIS (Home Office)
Sontag AdvisoryInvestment Analyst
Aug. 2012 - Aug. 2014Manager research on third party funds and portfolio construction for multi-billion dollar Registered Investment Advisor
Russell InvestmentsInstitutional Client Service Analyst
Sep. 2011 - Aug. 2012New York, NYInstitutional client service team covering pensions between $300 million and $1 billion AUM
Cambridge AssociatesInvestment Performance Analyst
Jan. 2009 - Jul. 2011Arlington, VAPerformance reporting lead on clients in endowment/foundation, pension, private foundation space
Intch is a Professional Networking App for the Future of WorkSee more people like Matthew on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
193433 people
16
Director @ Axia Advisors, LLC
108
Affiliate Marketer
13
@ Ventictrading.com
37925 people
16
Director @ Axia Advisors, LLC
25
Mortgage Loan Officer @ Triple T Investment INC
31
VicePresident @ ZhenFund