Tracey Ann Matias
Analyst-Equity bei MissionSquare Retirement (Investment Management)
Profil
Ms. Tracey A.
Matias is a Senior Fund Manager at International City Management Association Retirement (ICMA-RC) .She is responsible for managing subadvised equity funds and performing both qualitative and quantitative analysis.
Ms. Smith has over more than 19 years of experience in the investment industry.
Before joining ICMA-RC in July 2007, Ms. Smith was Portfolio Strategist/Chief Compliance Officer at Biegel & Waller, LLC, where she assisted in portfolio management for high net worth clients, analyzed non-proprietary mutual funds for inclusion in client portfolios, and performed the necessary due diligence for new and existing portfolio managers and investment management companies.
Prior to that, she was Associate Portfolio Manager at Legg Mason Wood Walker, Inc., where she co-managed an in-house non-proprietary mutual fund wrap program and developed investment allocations for each portfolio.
She received an MBA with a Finance Concentration from Loyola University and a BS in Business Management from the University of Maryland University College.
Aktive Positionen von Tracey Ann Matias
Unternehmen | Position | Beginn |
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MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Analyst-Equity | 01.07.2007 |
Ehemalige bekannte Positionen von Tracey Ann Matias
Unternehmen | Position | Ende |
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Biegel & Waller LLC
Biegel & Waller LLC Investment ManagersFinance Part of BDO LLP, Biegel & Waller LLC is a company that provides investment advice. The company is based in Columbia, MD. The company was founded in 1998 by Mark David Biegel. Biegel & Waller was acquired by BDO USA LLP on January 01, 2020. | Marktstratege | 01.05.2007 |
Legg Mason Wood Walker, Inc. | Corporate Officer/Principal | 01.06.2005 |
Ausbildung von Tracey Ann Matias
Loyola University New Orleans | Masters Business Admin |
University of Maryland University College | 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 | 3 |
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MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Finance |
Biegel & Waller LLC
Biegel & Waller LLC Investment ManagersFinance Part of BDO LLP, Biegel & Waller LLC is a company that provides investment advice. The company is based in Columbia, MD. The company was founded in 1998 by Mark David Biegel. Biegel & Waller was acquired by BDO USA LLP on January 01, 2020. | Finance |
Legg Mason Wood Walker, Inc. | Finance |