Matt Falkowski
Analyst-Equity bei SeaBridge Investment Advisors LLC
Profil
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.
Aktive Positionen von Matt Falkowski
Unternehmen | Position | Beginn |
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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 |
Ausbildung von Matt Falkowski
University of Georgia | Undergraduate Degree |
Georgia Institute of Technology | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |