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Matt Holden
Portefeuillebeheerder-Aandelen bij Corient Private Wealth LLC
Profiel
Matthew Landstad Holden is currently the Director of Investments at Corient Private Wealth LLC since 2023.
Prior to this, he worked as an Investment Analyst at RegentAtlantic Capital LLC from 2014 to 2021.
He completed his undergraduate degree from the University of Richmond in 2012.
Actieve functies van Matt Holden
Bedrijven | Functie | Begin |
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Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Eerdere bekende functies van Matt Holden
Bedrijven | Functie | Einde |
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RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Analyst-Equity | - |
Opleiding van Matt Holden
University of Richmond | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |