Matt Petrozelli
Algemeen Directeur bij Valley National Advisers, Inc.
Profiel
Mr. Matthew E.
Petrozelli is a Chief Executive Officer at Valley National Advisers, Inc. In addition to overseeing the management of Valley National’s daily operations, he serves as a trusted advisor, helping clients with all aspects for their financial planning, retirement planning, and portfolio management.
He brings a wide range of investment and management experience to Valley National, having held positions at Northwestern Mutual, Fidelity Investments, and HSBC Bank.
Additionally, he is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisors, Inc. and a fully licensed insurance agent.
He is also Financial Advisor of the firm.
Mr. Petrozelli was employed as a Principal by FIAM LLC, a Principal by HSBC Bank USA, NA, and a Principal by The Northwestern Mutual Life Insurance Co.
He received his undergraduate degree from Lehigh University.
Actieve functies van Matt Petrozelli
| Bedrijven | Functie | Begin |
|---|---|---|
Valley National Advisers, Inc.
 Valley National Advisers, Inc. Investment ManagersFinance Valley National Advisers, Inc. (VNA) is an independent, SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Riddle in 1985. VNA provides investment advisory and supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other business entities, and government entities. | Algemeen Directeur | 01-02-2011 |
Eerdere bekende functies van Matt Petrozelli
| Bedrijven | Functie | Einde |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - |
The Northwestern Mutual Life Insurance Co.
 The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | - |
Opleiding van Matt Petrozelli
| Lehigh University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Valley National Advisers, Inc.
Valley National Advisers, Inc. Investment ManagersFinance Valley National Advisers, Inc. (VNA) is an independent, SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Riddle in 1985. VNA provides investment advisory and supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other business entities, and government entities. | Finance |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
