Profil
Matt Koehler worked as an Economist at UBS Securities LLC.
He then worked as a Principal at MML Investors Services LLC in 2010-2011.
In 2011-2012, he worked as an Investment Advisor at Morgan Stanley Smith Barney LLC.
He also worked as an Investment Advisor at Mustard Seed Financial LLC.
In 2012-2013, he worked as an External Wholesaler at Desert Rose Capital Management, Inc. Additionally, he worked as a Financial Advisor at Massachusetts Mutual Life Insurance Co. (Investment Portfolio) in 2010-2011.
Mr. Koehler received his undergraduate degree from Boise State University in 2010.
Ehemalige bekannte Positionen von Matt Koehler
Unternehmen | Position | Ende |
---|---|---|
Desert Rose Capital Management, Inc.
Desert Rose Capital Management, Inc. Investment ManagersFinance Desert Rose Capital Management, Inc. offers a unique investment approach that benefits advisors, clients, and institutions. The private company is based in Boise, ID. The company's options strategies aim to reduce risk while providing customized portfolio management. The company challenges the belief that assuming more risk is necessary to enjoy the market's upside potential. The company offers an integrated options portfolio (IOP) that aims to change this perception. | Corporate Officer/Principal | 01.08.2013 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 01.08.2012 |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Corporate Officer/Principal | 01.06.2011 |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Corporate Officer/Principal | 01.06.2011 |
Mustard Seed Financial LLC
Mustard Seed Financial LLC Investment ManagersFinance Mustard Seed Financial LLC is a wealth management company that offers investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting services. The private company is based in Magnolia, AR. The company's website provides financial calculators, a video library, and useful websites and regulatory information. | Corporate Officer/Principal | - |
Ausbildung von Matt Koehler
Boise State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 6 |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Mustard Seed Financial LLC
Mustard Seed Financial LLC Investment ManagersFinance Mustard Seed Financial LLC is a wealth management company that offers investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting services. The private company is based in Magnolia, AR. The company's website provides financial calculators, a video library, and useful websites and regulatory information. | Finance |
Desert Rose Capital Management, Inc.
Desert Rose Capital Management, Inc. Investment ManagersFinance Desert Rose Capital Management, Inc. offers a unique investment approach that benefits advisors, clients, and institutions. The private company is based in Boise, ID. The company's options strategies aim to reduce risk while providing customized portfolio management. The company challenges the belief that assuming more risk is necessary to enjoy the market's upside potential. The company offers an integrated options portfolio (IOP) that aims to change this perception. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Finance |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Finance |