Profil
Mr. Matthew C.
Rudolf is a Relationship Manager at Merriman Wealth Management LLC.
He works with his clients to coordinate all aspects of their financial lives from unique investments to tax and estate planning.
Prior to joining the Merriman team in 2016, Mr. Rudolf was a Partner and Portfolio Manager at Summit Capital.
Before joining Summit in 1998, he was a Vice President with U.S.
Bank of Washington, managing the Large Corporate Lending Group for West One Bank of Washington before its merger with U.S.
Bank.
Preceding his transition into corporate banking, Mr. Rudolf spent five years as a Petroleum Engineer for Occidental Petroleum Corporation in Texas.
He received an MBA from Seattle University in 1988 and a BS in Industrial Engineering from the University of Washington in 1979.
Anciens postes connus de Matt Rudolf
| Sociétés | Poste | Fin |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Gestionnaire de Portefeuille-Actions | - |
Summit Capital Management LLC
 Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Gestionnaire de Portefeuille-Actions | 01/04/2016 |
U.S. Bank, NA (Cincinnati Ohio)
 U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Corporate Officer/Principal | - |
West One Bank (Kalispell, Montana)
 West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Corporate Officer/Principal | 31/12/1993 |
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | 31/12/1991 |
Formation de Matt Rudolf
| Seattle University | Masters Business Admin |
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| OCCIDENTAL PETROLEUM CORPORATION | Energy Minerals |
| Entreprise privées | 5 |
|---|---|
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
U.S. Bank, NA (Cincinnati Ohio)
U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Finance |
West One Bank (Kalispell, Montana)
West One Bank (Kalispell, Montana) Regional BanksFinance West One Bank is a state chartered commercial bank. The company is based in Kalispell, MT. | Finance |
| Security Pacific Bank (Los Angeles, California) | Finance |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
