Profil
Mr. Matthew Ruffalo, CFA, is a Head of Investment Solutions at Clarfeld Financial Advisors LLC.
He joined Clarfeld as a Senior Portfolio Strategist in 2015.
He also serves as member of the Clarfeld Investment Policy Committee.
His primary responsibilities include providing investment manager oversight, due diligence, asset allocation research, and portfolio construction for clients helping shape the strategic direction that guides all investment management decisions for the firm.
In addition to directly advising clients on complex issues, current financial market developments and underlying portfolio investments, he often shares firm insights and thought leadership through ongoing written investment communications with a variety of noteworthy media sources and clients.
Prior to joining the firm, he held positions at JP Morgan Asset Management and Morgan Stanley.
He holds the Chartered Financial Analyst designation as well as the Certified Financial Planner designation drawing on an expertise in both investment advisory and sophisticated financial planning.
Aktive Positionen von Matt Ruffalo
| Unternehmen | Position | Beginn |
|---|---|---|
Clarfeld Financial Advisors LLC
 Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01.01.2015 |
Ehemalige bekannte Positionen von Matt Ruffalo
| Unternehmen | Position | Ende |
|---|---|---|
Banco JPMorgan SA
 Banco JPMorgan SA Regional BanksFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Corporate Officer/Principal | 04.04.2013 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
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Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Banco JPMorgan SA
Banco JPMorgan SA Regional BanksFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Finance |
