Matt Falkowski
Analyst-Equity bij SeaBridge Investment Advisors LLC
Profiel
Mr. Matthew R.
Falkowski, CFA MBA, is a Managing Director,Client Relations & Member of Investment Committee at SeaBridge Investment Advisors LLC.
In this role, he leads client relation, business development, and trading activities.
He is a member of the SeaBridge’s Investment Committee providing support on company research and macroeconomic analysis.
He joined SeaBridge in 2014 as a Research Analyst supporting the Chairman and other portfolio managers.
Previously, he worked at Raymond James in the Relative Value Trading Group (RVT) providing trade ideas, support, and execution for institutional clients.
He then transitioned to an assistant portfolio manager role in the RVT spin off, Whitewood Investments Corporation.
He graduated cum laude from the University of Georgia with a bachelor’s degree in finance and economics.
He received his MBA from Georgia Tech Scheller College of Business.
He is a CFA charterholder.
Actieve functies van Matt Falkowski
| Bedrijven | Functie | Begin |
|---|---|---|
SeaBridge Investment Advisors LLC
 SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies. | Analyst-Equity | 01-01-2014 |
Opleiding van Matt Falkowski
| University of Georgia | Undergraduate Degree |
| Georgia Institute of Technology | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
SeaBridge Investment Advisors LLC
SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies. | Finance |
