Profil
Mr. Matthew R.
DeLorenzo is a Chief Executive Officer & Chief Investment Officer at United Asset Strategies, Inc. He joined the firm in January 2008, where he focuses his efforts on identifying opportunities in the bond market.
By leveraging trading relationships and utilizing his expertise on various electronic trading platforms, he obtains quality execution on trades for the firm’s clients.
Mr. DeLorenzo is also responsible for portfolio management, equity research, and security selection.
He started his financial services career on an equity trading desk at a global financial services firm.
Mr. DeLorenzo earned his BA in Political Science from Columbia University in 2007.
Aktive Positionen von Matt DeLorenzo
| Unternehmen | Position | Beginn |
|---|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Vorstandsvorsitzender | 01.03.2025 |
Ehemalige bekannte Positionen von Matt DeLorenzo
| Unternehmen | Position | Ende |
|---|---|---|
Dewey & LeBoeuf LLP
Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 31.12.2007 |
Ausbildung von Matt DeLorenzo
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dewey & LeBoeuf LLP
Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
















