Career history of Matt Gelfand
Former positions of Matt Gelfand
Companies | Position | Start | End |
---|---|---|---|
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Economist | 01/03/2018 | 01/05/2019 |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Economist | 01/01/2010 | 01/03/2018 |
Portfolio Manager-Equities | 01/01/2010 | 01/03/2018 | |
Lepercq Lynx Investment Advisory LLC
Lepercq Lynx Investment Advisory LLC Investment ManagersFinance Part of Lepercq, de Neuflize & Co., Inc., Lepercq Lynx Investment Advisory LLC is an American company that produces customized quarterly investment reports for clients. The company is based in Washington. The reports include market outlook, broad index returns, and measurement of individual managers' net of fee returns against appropriate benchmarks. The company works with a diverse group of separate account managers, mutual funds, ETFs, and pooled-funds to recommend within various asset classes. The company continuously monitors existing investments and allocate significant resources to new investment ideas and money managers. The company was founded by Peter J. Tanous, and the CEO is Vipin Sahijwani. | Corporate Officer/Principal | 01/10/2009 | 01/10/2009 |
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Corporate Officer/Principal | 01/11/2000 | 01/11/2000 |
Strategic Investment Group LLC
Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA. | Corporate Officer/Principal | 01/01/1998 | 01/01/1998 |
Federal Reserve System | Corporate Officer/Principal | 01/03/1989 | 01/03/1989 |
The Brookings Institution
The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Corporate Officer/Principal | 01/01/1978 | 01/01/1978 |
Training of Matt Gelfand
Yale University | Undergraduate Degree |
University of Pennsylvania | Doctorate Degree |
Statistics
International
United States | 10 |
Operational
Corporate Officer/Principal | 5 |
Economist | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
The Brookings Institution
The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Commercial Services |
Federal Reserve System | Government |
Strategic Investment Group LLC
Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA. | Finance |
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Finance |
Lepercq Lynx Investment Advisory LLC
Lepercq Lynx Investment Advisory LLC Investment ManagersFinance Part of Lepercq, de Neuflize & Co., Inc., Lepercq Lynx Investment Advisory LLC is an American company that produces customized quarterly investment reports for clients. The company is based in Washington. The reports include market outlook, broad index returns, and measurement of individual managers' net of fee returns against appropriate benchmarks. The company works with a diverse group of separate account managers, mutual funds, ETFs, and pooled-funds to recommend within various asset classes. The company continuously monitors existing investments and allocate significant resources to new investment ideas and money managers. The company was founded by Peter J. Tanous, and the CEO is Vipin Sahijwani. | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
- Stock Market
- Insiders
- Matt Gelfand
- Experience