Profiel
Robert Scott Matthews is currently the Chief Executive Officer at Fieldpoint Private Advisors, Inc. He previously held the position of President & Chief Executive Officer at Fieldpoint Private Bank & Trust in 2010 and Chief Executive Officer at Dominari Securities LLC from 2011 to 2019.
He was also the Chief Executive Officer at Dominari Securities LLC (Investment Management) from 2010 to 2019.
Prior to that, he worked at Citigroup, Inc. as the Head of Global Wealth Advisory Services.
Matthews received his undergraduate degree from Franklin & Marshall College in 1981.
Actieve functies van Robert Matthews
| Bedrijven | Functie | Begin |
|---|---|---|
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides investment advice | Algemeen Directeur | 01-07-2010 |
Eerdere bekende functies van Robert Matthews
| Bedrijven | Functie | Einde |
|---|---|---|
Dominari Securities LLC
Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Algemeen Directeur | 18-10-2019 |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Algemeen Directeur | 01-09-2019 |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Provides commercial banking and wealth advisory services | Algemeen Directeur | - |
Opleiding van Robert Matthews
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 | 6 |
|---|---|
Citigroup, Inc.
Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
Franklin & Marshall College
Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Provides commercial banking and wealth advisory services | Finance |
Dominari Securities LLC
Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Finance |
















