Profil
Mr. Matt Santini is a Portfolio Manager at CLS Investments LLC.
Prior to joining CLS in August 2011, Mr. Santini was employed as a Portfolio Manager by Milestone Capital Management.
He began his career at Citigroup.
Mr. Santini Bachelor of Arts degree in economics from Rollins College (Florida).
Anciens postes connus de Matt Santini
Sociétés | Poste | Fin |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Membre du Comité d'Investissement | 01/05/2014 |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Corporate Officer/Principal | 30/07/2011 |
Formation de Matt Santini
Rollins College (Florida) | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Entreprise privées | 2 |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Finance |