Matt Gotlin
Chief Investment Officer bei Choreo LLC
Profil
Matthew A.
Gotlin is currently the Director at Kennedy Krieger Institute, Inc. He is also the Chief Investment Officer & Managing Director at Choreo LLC.
Previously, he worked as a Partner & Director of Research at Biegel & Waller LLC from 2009 to 2020.
He also worked as an Analyst at Chesapeake Partners Management Co., Inc. Mr. Gotlin completed his undergraduate degree at Duke University in 1996 and holds an MBA from the University of Pennsylvania.
Aktive Positionen von Matt Gotlin
Unternehmen | Position | Beginn |
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Kennedy Krieger Institute, Inc.
Kennedy Krieger Institute, Inc. Medical/Nursing ServicesHealth Services Kennedy Krieger Institute, Inc. provides services for children with developmental concerns mild to severe. Its services include patient care, research initiatives, special education, professional training, and community initiatives. The firm specializes in autism spectrum disorders, behavior disorders, brain injury, cerebral palsy, communication disorders, down syndrome, and sleep disorders. The company was founded in 1937 and is headquartered in Baltimore, MD. | Direktor/Vorstandsmitglied | - |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Chief Investment Officer | 01.11.2023 |
Ehemalige bekannte Positionen von Matt Gotlin
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. | Direktor der Forschung - Eigenkapital | 24.01.2020 |
Chesapeake Partners Management Co., Inc.
Chesapeake Partners Management Co., Inc. Investment ManagersFinance Founded in 1991, Chesapeake Partners Management Co., Inc. is a hedge fund manager located in Baltimore, Maryland. The firm manages the Chesapeake Partners Funds. Investors in the funds include high net-worth individuals and families; pension and profit-sharing plans; trusts, estates or charitable or religious organizations and other corporations or business entities. | Analyst-Equity | - |
Ausbildung von Matt Gotlin
Duke University | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Chesapeake Partners Management Co., Inc.
Chesapeake Partners Management Co., Inc. Investment ManagersFinance Founded in 1991, Chesapeake Partners Management Co., Inc. is a hedge fund manager located in Baltimore, Maryland. The firm manages the Chesapeake Partners Funds. Investors in the funds include high net-worth individuals and families; pension and profit-sharing plans; trusts, estates or charitable or religious organizations and other corporations or business entities. | 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 |
Kennedy Krieger Institute, Inc.
Kennedy Krieger Institute, Inc. Medical/Nursing ServicesHealth Services Kennedy Krieger Institute, Inc. provides services for children with developmental concerns mild to severe. Its services include patient care, research initiatives, special education, professional training, and community initiatives. The firm specializes in autism spectrum disorders, behavior disorders, brain injury, cerebral palsy, communication disorders, down syndrome, and sleep disorders. The company was founded in 1937 and is headquartered in Baltimore, MD. | Health Services |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Finance |