Frank Matthews
Analyst-Equity bij Okabena Investment Services, Inc.
Profiel
Mr. Frank Matthews is a Senior Investment Operations Analyst at Okabena Investment Services, Inc.
Mr. Matthews was previously employed as an Associate Health Care Equity Analyst by A.G.
Edwards & Sons, Inc. and an Associate Equity Analyst by Provident Advisors LLC.
He received his undergraduate degree from Bemidji State University and an MBA from the University of St. Thomas.
Actieve functies van Frank Matthews
Bedrijven | Functie | Begin |
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Okabena Investment Services, Inc.
Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Analyst-Equity | 01-09-2010 |
Eerdere bekende functies van Frank Matthews
Bedrijven | Functie | Einde |
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A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Analyst-Equity | - |
Provident Advisors LLC
Provident Advisors LLC Investment ManagersFinance Provident Advisors LLC is a hedge fund manager headquartered in Plymouth, Minnesota. The firm was founded in 2002 and is a subsidiary of Deephaven, Inc. The firm provides investment advice to high net-worth clients. | Analyst-Equity | - |
Opleiding van Frank Matthews
Bemidji State University | Undergraduate Degree |
University of St. Thomas | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Okabena Investment Services, Inc.
Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Finance |
Provident Advisors LLC
Provident Advisors LLC Investment ManagersFinance Provident Advisors LLC is a hedge fund manager headquartered in Plymouth, Minnesota. The firm was founded in 2002 and is a subsidiary of Deephaven, Inc. The firm provides investment advice to high net-worth clients. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |