Matt Malaney
Presidente en Eley Financial Management, Inc. .
Perfil
Matthew Ames Malaney is currently the President & Co-Owner of Eley Financial Management, Inc. He previously worked as an Analyst at Morgan Stanley, as well as a Senior Vice President at TD Banknorth Wealth Management Group.
He also held positions as an Analyst at Shearson Lehman Bros Brokerage Unit, a Principal at Dean Witter Reynolds, Inc., and a Principal at Citigroup Private Bank.
Additionally, he is a Member of the CFA Institute.
Malaney received his undergraduate degree from Dartmouth College.
Cargos activos de Matt Malaney
Empresas | Cargo | Inicio |
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Eley Financial Management, Inc.
Eley Financial Management, Inc. Investment ManagersFinance Eley Financial Management, Inc., dba Broadlake Financial Management (BFM), is an independent, SEC-registered investment advisor headquartered in South Burlington, Vermont. The firm was founded by Gary Eley in 1989. BFM manages both taxable and non-taxable accounts for individuals, companies, and non-profit entities. The firm also serves as advisor to the trustees of 401k and other employer sponsored retirement plans. | Presidente | 01/01/2007 |
Antiguos cargos conocidos de Matt Malaney.
Empresas | Cargo | Fin |
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TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Analyst-Equity | 31/12/2006 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Gestor de Cartera-Acciones | - |
MORGAN STANLEY | Corporate Officer/Principal | - |
Formación de Matt Malaney.
Dartmouth College | Undergraduate Degree |
Experiencias
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Empresas relacionadas
Empresas cotizadas | 1 |
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MORGAN STANLEY | Finance |
Empresas privadas | 6 |
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TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Shearson Lehman Bros Brokerage Unit
Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Eley Financial Management, Inc.
Eley Financial Management, Inc. Investment ManagersFinance Eley Financial Management, Inc., dba Broadlake Financial Management (BFM), is an independent, SEC-registered investment advisor headquartered in South Burlington, Vermont. The firm was founded by Gary Eley in 1989. BFM manages both taxable and non-taxable accounts for individuals, companies, and non-profit entities. The firm also serves as advisor to the trustees of 401k and other employer sponsored retirement plans. | Finance |
Dean Witter Reynolds, Inc. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
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