Matt Shaia
Directeur/Membre du Conseil chez Lowe, Brockenbrough & Co., Inc.
Profil
Mr. Matthew P.
Shaia is a Managing Director & Director of Investment Operations at Lowe, Brockenbrough & Co., Inc. He participates in all aspects of the investment process for the Bespoke Strategies, including initial and ongoing manager due diligence, manager selection, portfolio construction and risk management.
He works in conjunction with the firm’s operations team to manage the reporting, accounting, legal and regulatory aspects of the Bespoke Strategies.
He joined Lowe, Brockenbrough in 2013 and has over 12 years of investment experience.
Prior to joining Lowe, Brockenbrough, he was an Associate at Cary Street Partners, managing individual and institutional client portfolios and serving as an analyst for the firm’s multi-manager hedge fund strategy.
He holds a B.A.
in Economics & Business from Lafayette College.
Postes actifs de Matt Shaia
| Sociétés | Poste | Début |
|---|---|---|
Lowe, Brockenbrough & Co., Inc.
 Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Directeur/Membre du Conseil | 01/09/2013 |
Bespoke Private Strategies LP Vintage Year 2016
 Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Matt Shaia
| Sociétés | Poste | Fin |
|---|---|---|
Cary Street Partners LLC
 Cary Street Partners LLC Investment ManagersFinance Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA. | Corporate Officer/Principal | - |
Formation de Matt Shaia
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Finance |
Cary Street Partners LLC
Cary Street Partners LLC Investment ManagersFinance Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA. | Finance |
Bespoke Private Strategies LP Vintage Year 2016
Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Finance |
