Matrix Capital Group
Industry: Company
DescriptionFounded: 1988
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Matrix Capital Group Employees
Eaton Vance March 2015 - Present
TS Capital, LLC August 2012 - March 2015
Matrix Capital Group July 2008 - July 2012
Oppenhimer @ Co. Inc. September 2006 - May 2008
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Microsoft Office, Unit Trusts, Closed-end Funds, Mutual Funds, CD, Bonds, Fixed Income, Portfolio Management, ETFs, Capital Markets, Product Management, Product Development, Trading Systems, FINRA, Hedge Funds, Trading, Alternative Investments, Structured Products, Asset Allocation, Series 24, Equities, Wealth Management, Asset Management, Securities, Investment Management, Financial Advisory, Investments
Education
Stony Brook University
Bachelor of Arts
Landmark Education 2011 — 2012
Sayville High School
LinkedIn July 2014 - Present
LinkedIn June 2013 - August 2013
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Matrix Capital Group August 2011 - December 2011
Coty June 2011 - August 2011
UBS Wealth Management 2009 - 2010
Education
New York University 2010 — 2014
Bachelor's Degree, Mathematics and Computer Science
Bergen County Academies 2006 — 2010
Business and Finance
Salad Pangea August 2011 - Present
State Street February 2011 - October 2011
International Swaps & Derivatives Association January 2010 - January 2011
Matrix Capital Group March 2009 - January 2010
Education
Pace University 2006 — 2010
BBA, Finance & Public Accounting
Boston Private Wealth LLC 2014 - Present
Banyan Partners 2008 - 2014
Oaktree Asset Management 1999 - 2008
Matrix Capital Group 1998 - 1999
Laidlaw Asset Management, Inc. 1996 - 1998
Borders Group, Inc 1991 - 1995
UPS 1990 - 1991
Laidlaw Capital Management Inc 1987 - 1990
Skills
Investment Management, Portfolio Management, Investment Portfolio, Equity Capital Markets, Equity Management, Fixed Income Portfolio..., Business Development, Television, Equity Trading, Capital Markets, Television Interviews, Radio Interviews, Investment Symposium, Capital Market..., Custom Portfolio..., Investment Portfolio..., Equities, Asset Management, Fixed Income, Investments, Bloomberg, Investment Strategies, Asset Allocation, Securities, Trading, Financial Markets, Finance, Valuation, Wealth Management, Management, Strategy, Equity Research, Financial Analysis, Investment Advisory, Financial Services, Bonds, Economics, Corporate Finance, Due Diligence, Analysis, Financial Planning, Technical Analysis, Financial Advisory, Retirement Planning, High Net Worth...
Education
University of Bridgeport
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Central Connecticut State University
Bachelor of Science (B.S.), Finance, General, 3.6
Norwalk Community College
Associate's Degree, Marketing/Marketing Management, General, 3.8
Jones Lang LaSalle December 2012 - Present
LorCap, Inc December 2011 - May 2012
Matrix Capital Group October 2011 - December 2011
Argo Partners May 2011 - September 2011
Do Yoga Do Pilates July 2010 - July 2011
Wall Street Options January 2011 - May 2011
Century 21 NY Metro May 2010 - November 2010
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Business Studies
The Ursuline School 2000 — 2009
Stray Boots LLC May 2012 - August 2013
Matrix Capital Group March 2009 - August 2010
Social Entrepreneurship Summer Institute June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Business Analysis, Microsoft Word, Financial Analysis, Bloomberg Terminal, Wordpress, Data Analysis, Personnel Management, Google Adwords, Google Analytics, Research, Economics, Bloomberg, Equity Research, Analytics, Market Research, WordPress, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Master of Science (MS), Accounting, 4.0
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (BS), Finance
University of Illinois at Urbana-Champaign 2008 — 2009
Bachelor of Science (BS), Finance, General
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
StormHarbour Securities July 2011 - August 2011
Matrix Capital Group September 2010 - December 2010
De Beers Diamond Jewellers May 2010 - August 2010
Education
New York University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Schneider National November 2014 - Present
Bank of America July 2014 - November 2014
Matrix Capital Group December 2012 - June 2014
Matrix Capital Group September 2012 - December 2012
Mean Green Gardening Machine July 2009 - August 2012
Laurman Construction July 2008 - January 2010
Claim Jumper Restaurants June 2008 - February 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Construction, Research
Education
Chapman University 2010 — 2012
Dual Bachelors, Finance and Economics
Riverside Community College 2009 — 2010
KBS Realty Advisors August 2013 - Present
EWI Worldwide January 2013 - August 2013
Matrix Capital Group November 2010 - July 2012
EWI Worldwide February 2010 - February 2010
Neutrogena June 2009 - January 2010
The Irvine Company June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, Stock Picking, Qualitative Research, Cash Flow Forecasting, Stock Market, Marketing Strategy, Marketing Research, Quantitative Research, Risk Management, Bloomberg, Equity Research, Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Investor, Argus Modeling, Portfolio Management, Asset Management, Investments, Due Diligence
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Science, Supply Chain Managment
Evercore June 2013 - Present
Evercore Partners June 2012 - August 2012
Hermes Capital Advisors, LLC March 2011 - September 2011
Matrix Capital Group December 2010 - March 2011
Guidepoint Global September 2010 - December 2010
Solidiance June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Financial Accounting, Financial Reporting, Due Diligence, Microsoft Excel, Financial Analysis, Finance, Management Consulting, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor, Finance, Economics
Raffles Junior College 2007 — 2008
Matrix Capital Group June 2008 - Present
Rivercast Capital Management January 2010 - Present
Trek Capital Management LLC April 2011 - Present
Cypress Capital Management LLC January 2010 - January 2013
Bullfrog Capital Management LLC July 2004 - April 2009
Firsthand Capital Management August 1999 - January 2002
ING Baring Furman Selz Prime Brokerage February 1998 - September 1999
Merrill Lynch July 1995 - April 1998
Marin Capital Management December 1993 - August 1995
The North Face 1991 - 1993
Skills
Hedge Funds, Equities, Series 3, Alternative Investments, Asset Management, Managed Futures, FINRA, Asset Managment, Investments, Financial Markets, Risk Management, Derivatives, Trading, Trading Systems, Commodity, Options, Securities, Portfolio Management, Mutual Funds, Prime Brokerage, Fixed Income, Capital Markets, ETFs, Bloomberg, Fund Of Funds, Equity Trading, Equity Research, Series 63, Wealth Management, Investment Management, Asset Allocation, Private Equity, Investment Strategies, Investment Banking, Trading Strategies, Hedging, Global Macro, Proprietary Trading, Series 7, Electronic Trading, Bonds, Institutional..., Due Diligence, Commodity Markets, Investment Advisory
Education
University of California, Los Angeles 1984 — 1988
BA, History
Pacific Palisades high School 1977 — 1979
BNY Mellon September 2015 - Present
BNY Mellon December 2011 - August 2015
BNY Mellon April 2008 - December 2011
State Street Corporation February 2006 - March 2008
Matrix Capital Group 2005 - 2006
Education
Temple University - Fox School of Business and Management 2002 — 2004
BBA, Finance
Cefam, Lyon School of Management, France 2000 — 2004
BA, International Business
NYU Stern School of Business August 2008 - Present
Matrix Capital Group October 2010 - January 2011
Fox Conn May 2010 - August 2010
Skills
Quantitative Finance, Financial Modeling, Statistics, Investment Banking, Corporate Finance
Education
New York University 2008 — 2012
Bachelor of Science, Finance, General