Matthew Werner
Portfolio Manager-Fixed Income bij RSW Investments Holdings LLC
Profiel
Mr. Matthew T.
Werner, CFA, is a Senior Portfolio Manager at RSW Investments Holdings LLC.
He is a Partner for RSW’s taxable and tax-exempt fixed income separately managed account strategies.
Mr. Werner assists in setting investment strategy and is responsible for managing asset allocation and portfolio risk attributes in terms of duration, yield curve, state, and sector exposure.
He has over 15 years of investment experience.
Previously, he worked alongside Mr. Werner at Prudential Investment Management and developed sophisticated municipal bond risk management applications and tools to track and identify relative value opportunities in the marketplace.
He holds a BS degree in Finance from the University of Delaware with minors in Economics and Management Information Systems/Decision Support Systems.
He is a CFA charter holder and is a Member of CFA Society New York.
Actieve functies van Matthew Werner
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RSW Investments Holdings LLC
RSW Investments Holdings LLC Investment ManagersFinance RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Portfolio Manager-Fixed Income | 01-04-2019 |
Eerdere bekende functies van Matthew Werner
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RSW Investments LLC
RSW Investments LLC Investment ManagersFinance RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Analist-Vaste Inkomen | 01-01-2010 |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Corporate Officer/Principal | - |
Opleiding van Matthew Werner
University of Delaware | Undergraduate Degree |
Ervaring
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RSW Investments LLC
RSW Investments LLC Investment ManagersFinance RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Finance |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Finance |
RSW Investments Holdings LLC
RSW Investments Holdings LLC Investment ManagersFinance RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Finance |