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Matt Ward
Head-Equity Investments bei Atalanta Sosnoff Capital LLC
Aktive Positionen von Matt Ward
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Atalanta Sosnoff Capital LLC
![]() Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations. | Analyst-Equity | 01.09.2018 | - |
Head-Equity Investments | 01.12.2023 | - | |
Portfolio Manager-Aktien | 01.01.2021 | - |
Karriereverlauf von Matt Ward
Ehemalige bekannte Positionen von Matt Ward
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Engemann Asset Management
![]() Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Analyst-Equity | 01.01.2000 | 31.12.2004 |
Franklin Templeton Investor Services LLC
![]() Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA. | Corporate Officer/Principal | 01.01.1995 | 31.12.1999 |
Schroder Investment Management North America, Inc.
![]() Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Analyst-Equity | 01.01.2005 | - |
Head-Equity Investments | 01.01.2005 | - | |
Portfolio Manager-Aktien | 01.01.2005 | - |
Ausbildung von Matt Ward
Georgetown University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Analyst-Equity | 3 |
Head-Equity Investments | 2 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Engemann Asset Management
![]() Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Franklin Templeton Investor Services LLC
![]() Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA. | Finance |
Schroder Investment Management North America, Inc.
![]() Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Finance |
Atalanta Sosnoff Capital LLC
![]() Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations. | Finance |