Matt Geary
Analyst-Equity chez Strategic Wealth Partners Ltd.
Profil
Mr. Matthew H.
Geary, CFA MBA, is a Portfolio Manager & Research Analyst at Strategic Wealth Partners Ltd.
Mr. Geary was previously employed as a Senior Equity Analyst by Boyar Asset Management, Inc., a Vice President by Pershing LLC, a Principal by Bank of New York (New York Branch), a Principal by Kellner Capital LLC, a Research Analyst by Martindale Andres & Co. LLC, and a Principal by PNC Advisors, NA (Boston, Massachusetts).
He earned his B.S.
in Finance from Villanova University and holds an MBA from the Johnson Graduate School of Management at Cornell University.
Postes actifs de Matt Geary
| Sociétés | Poste | Début |
|---|---|---|
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Analyst-Equity | 01/04/2022 |
Anciens postes connus de Matt Geary
| Sociétés | Poste | Fin |
|---|---|---|
Boyar Asset Management, Inc.
 Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Analyst-Equity | 01/01/2020 |
| Martindale Andres & Co. LLC | Analyst-Equity | 31/12/2003 |
| PNC Advisors, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - |
Kellner Capital LLC
 Kellner Capital LLC Investment ManagersFinance Founded in 1981 by George A. Kellner, Kellner Dileo & Co. LLC is a hedge fund manager located in New York City. | Corporate Officer/Principal | - |
Formation de Matt Geary
| Cornell University | Masters Business Admin |
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Finance |
| Martindale Andres & Co. LLC | Finance |
Kellner Capital LLC
Kellner Capital LLC Investment ManagersFinance Founded in 1981 by George A. Kellner, Kellner Dileo & Co. LLC is a hedge fund manager located in New York City. | Finance |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
| PNC Advisors, NA (Boston, Massachusetts) | Finance |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Finance |
