Rui Manuel Matos
Profile
Mr. Rui M.
Matos, CFA MBA, is Portfolio Manager & Chief Operating Officer at del Rey Global Investors LLC.
He joined the firm in 2011 as Assistant Portfolio Manager, with 15 years of experience in the investment industry.
Mr. Matos began his career at Schwab Institutional, where he oversaw the administration of defined-benefit and defined-contribution plans for various corporate clients.
He later joined Roxbury Capital Management, serving as Assistant Portfolio Manager for both institutional and retail clients.
He joined NWQ in 2004 and was one of the original members of Tradewinds, where he worked closely with Paul Hechmer, helping him manage the International and Global portfolios.
Mr. Matos holds a BA in Economics and Business from UCLA and an MBA from the Anderson School of Management at UCLA.
He is a CFA charter holder as well as a Financial Risk Manager.
Former positions of Rui Manuel Matos
Companies | Position | End |
---|---|---|
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Corporate Officer/Principal | - |
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Chief Operating Officer | - |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | - |
Tradewinds Global Investors LLC
Tradewinds Global Investors LLC Investment ManagersFinance Founded in 2006, Tradewinds Global Investors LLC is a registered investment advisor headquartered in Los Angeles. The firm was created through a reorganization of their affiliate, NWQ Investment Management Co. They are a subsidiary of Nuveen Investments, Inc. Tradewinds provides investment advisory services to a wide variety of clients, including corporate and multi-employer plans, charitable organizations, educational institutions, individuals, high net-worth individuals, trust accounts, estates, corporations and/or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. They provide investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs and other non-US pooled investment vehicles, including UCITS funds. Tradewinds also provides investment advisory services to a number of private investment funds which are generally organized as Delaware statutory trusts. | Portfolio Manager-Equities | 26/11/2009 |
Training of Rui Manuel Matos
University of California, Los Angeles | Undergraduate Degree |
Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 5 |
---|---|
Tradewinds Global Investors LLC
Tradewinds Global Investors LLC Investment ManagersFinance Founded in 2006, Tradewinds Global Investors LLC is a registered investment advisor headquartered in Los Angeles. The firm was created through a reorganization of their affiliate, NWQ Investment Management Co. They are a subsidiary of Nuveen Investments, Inc. Tradewinds provides investment advisory services to a wide variety of clients, including corporate and multi-employer plans, charitable organizations, educational institutions, individuals, high net-worth individuals, trust accounts, estates, corporations and/or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. They provide investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs and other non-US pooled investment vehicles, including UCITS funds. Tradewinds also provides investment advisory services to a number of private investment funds which are generally organized as Delaware statutory trusts. | Finance |
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Finance |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
- Stock Market
- Insiders
- Rui Manuel Matos