Roger Michael Matloff

Portfolio Manager-Equities at

Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Finance

Consumer Services

Profile

Mr. Roger M.
Matloff is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in 1994 and is a specially designated Bank of America Merrill Lynch Global Institutional Consultant.
He focuses on analytical investment and nonprofit management programs for many foundation and endowment clients.
He selects customized asset allocation models, researches and analyzes investment managers and reviews performance to help clients pursue their investment objectives.
In his role as Global Institutional Consultant, he helps to increase the organizational efficiency of nonprofit clients through strategies such as charity efficiency analysis, fundraising efficiency analysis, blind risk modeling and dynamic portfolio optimization, and investment policy review.
Mr. Matloff graduated with honors from Rutgers University with an undergraduate degree in Economics and an MBA in Finance and Deterministic Optimization Modeling.
He completed studies of Market Theory and Econometrics at Oxford University under a private foundation grant.

Roger Michael Matloff active positions

Companies	Position	Start
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Portfolio Manager-Equities	01/12/1994

All active positions of Roger Michael Matloff

Former positions of Roger Michael Matloff

Companies	Position	End
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Portfolio Manager-Equities	-

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Linked companies

Private companies	3
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Finance