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Matthew Adam Valeri
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Perfil
Matthew Adam Valeri worked as a Compliance Analyst at Franklin Resources, Inc. and as a Portfolio Manager at EFG Capital Advisors, Inc. and EFG Asset Management (Americas) Corp.
He also worked as a Consultant at Charles River Systems, Inc. for a brief period in 2006.
From 2007 to 2011, he worked as an Examiner at the US Securities & Exchange Commission.
Valeri received his undergraduate degree from the University of Massachusetts in 2003.
Antiguos cargos conocidos de Matthew Adam Valeri.
| Empresas | Cargo | Fin |
|---|---|---|
US Securities & Exchange Commission
 US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services | Corporate Officer/Principal | 31/12/2011 |
Charles River Systems, Inc.
 Charles River Systems, Inc. Packaged SoftwareTechnology Services Provides asset and investment management software & technology services | Corporate Officer/Principal | 31/12/2006 |
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Gestor de Cartera-Acciones | - |
| FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | - |
EFG Capital Advisors, Inc.
 EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Gestor de Cartera-Acciones | - |
Formación de Matthew Adam Valeri.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
99
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Franklin Resources, Inc.
 Franklin Resources, Inc. Investment ManagersFinance Operates as a holding company which provides investment management services | Finance |
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments. | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles River Systems, Inc.
Charles River Systems, Inc. Packaged SoftwareTechnology Services Provides asset and investment management software & technology services | Technology Services |
US Securities & Exchange Commission
US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services | Finance |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. | Finance |
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