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Aktive Positionen von Matt Weatherbie
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Weatherbie Capital LLC
![]() Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Gründer | 01.11.1995 | - |
Portfolio Manager-Aktien | 01.11.1995 | - | |
Präsident | 01.11.1995 | - | |
Vorstandsvorsitzender | 01.11.1995 | 01.01.2022 | |
Chief Investment Officer | 01.11.1995 | 01.01.2021 |
Karriereverlauf von Matt Weatherbie
Ehemalige bekannte Positionen von Matt Weatherbie
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 01.01.1973 | - |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01.10.1983 | - |
Ausbildung von Matt Weatherbie
University of Toronto | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Kanada | 2 |
Operativ
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Weatherbie Capital LLC
![]() Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Finance |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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