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Matt Malaney
President at Eley Financial Management, Inc.
Matt Malaney active positions
Companies | Position | Start | End |
---|---|---|---|
Eley Financial Management, Inc.
![]() Eley Financial Management, Inc. Investment ManagersFinance Eley Financial Management, Inc., dba Broadlake Financial Management (BFM), is an independent, SEC-registered investment advisor headquartered in South Burlington, Vermont. The firm was founded by Gary Eley in 1989. BFM manages both taxable and non-taxable accounts for individuals, companies, and non-profit entities. The firm also serves as advisor to the trustees of 401k and other employer sponsored retirement plans. | Investment Committee Member | 01/01/2007 | - |
Portfolio Manager-Equities | 01/01/2007 | - | |
President | 01/01/2007 | - |
Career history of Matt Malaney
Former positions of Matt Malaney
Companies | Position | Start | End |
---|---|---|---|
TD Banknorth Wealth Management Group
![]() TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Analyst-Equity | - | 31/12/2006 |
Investment Committee Member | - | 31/12/2006 | |
Portfolio Manager-Equities | - | 31/12/2006 | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - | - |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Portfolio Manager-Equities | - | - |
MORGAN STANLEY | Corporate Officer/Principal | - | - |
Shearson Lehman Bros Brokerage Unit
![]() Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Corporate Officer/Principal | - | - |
Training of Matt Malaney
Dartmouth College | Undergraduate Degree |
Statistics
International
United States | 7 |
2 | |
Hong Kong | 2 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Investment Committee Member | 2 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
MORGAN STANLEY | Finance |
Private companies | 6 |
---|---|
TD Banknorth Wealth Management Group
![]() TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Shearson Lehman Bros Brokerage Unit
![]() Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Finance |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Eley Financial Management, Inc.
![]() Eley Financial Management, Inc. Investment ManagersFinance Eley Financial Management, Inc., dba Broadlake Financial Management (BFM), is an independent, SEC-registered investment advisor headquartered in South Burlington, Vermont. The firm was founded by Gary Eley in 1989. BFM manages both taxable and non-taxable accounts for individuals, companies, and non-profit entities. The firm also serves as advisor to the trustees of 401k and other employer sponsored retirement plans. | Finance |
Dean Witter Reynolds, Inc. | Finance |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
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