Matt Falkowski
Analyst-Equity en SeaBridge Investment Advisors LLC .
Perfil
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.
Cargos activos de Matt Falkowski
Empresas | Cargo | Inicio |
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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 |
Formación de Matt Falkowski.
University of Georgia | Undergraduate Degree |
Georgia Institute of Technology | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 1 |
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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 |
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