Matt Baum
Portefeuillebeheerder-Aandelen bij L. Roy Papp & Associates LLP
Profiel
Mr. Matthew P.
Baum, CFA, is a Partner & Portfolio Manager at L.
Roy Papp & Associates LLP.
He re-joined the firm in May 2016.
Prior to rejoining the firm, Mr. Baum was an equity research associate at Morgan Stanley and an associate national bank examiner for the Office of the Comptroller of the Currency.
He holds a Bachelor of Science in Finance from the University of Arizona.
He is a CFA charterholder.
Actieve functies van Matt Baum
| Bedrijven | Functie | Begin |
|---|---|---|
L. Roy Papp & Associates LLP
 L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Portefeuillebeheerder-Aandelen | 01-05-2016 |
Eerdere bekende functies van Matt Baum
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 01-04-2016 |
L. Roy Papp & Associates LLP
L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Corporate Officer/Principal | 01-03-2015 |
Office of the Comptroller of the Currency
 Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | Corporate Officer/Principal | 01-11-2013 |
Opleiding van Matt Baum
| University of Arizona | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
L. Roy Papp & Associates LLP
L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Finance |
Office of the Comptroller of the Currency
Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | Government |
