Profil
Matthew James Terrien worked as a Senior Portfolio Manager at Evanston Investments, Inc. from 2011 to 2019.
Prior to that, he held Principal positions at Prudential Securities, William Blair & Co. LLC, First Union Securities, Chicago Investment Analytics, Ibbotson Associates, Inc., and Schwab Capital Markets LP.
Terrien received his undergraduate degree from the University of Michigan in 1990.
Anciens postes connus de Matt Terrien
| Sociétés | Poste | Fin |
|---|---|---|
Evanston Investments, Inc.
 Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Trading-Equity | 19/03/2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
| First Union Securities | Corporate Officer/Principal | - |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | Corporate Officer/Principal | - |
Formation de Matt Terrien
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Evanston Investments, Inc.
Evanston Investments, Inc. Investment ManagersFinance Founded in 1982 by Keith Cantrell, Evanston Investments, Inc. is a registered investment advisor located in Schaumburg, Illinois. The firm also does business as Evanston Advisors. The firm offers personalized family office advisory services to a select group of high-net-worth families and individuals, trusts, charitable entities, pension and profit sharing plans, corporations, and other business entities. | Finance |
Chicago Investment Analytics
 Chicago Investment Analytics Investment ManagersFinance Part of The Charles Schwab Corp., Chicago Investment Analytics is a company that provides financial advisory services. Chicago Investment Analytics is based in Chicago, IL. Chicago Investment Analytics was acquired by The Charles Schwab Corp. on June 04, 2002. | Finance |
Schwab Capital Markets LP
 Schwab Capital Markets LP Investment Banks/BrokersFinance Schwab Capital Markets LP provides security brokerage services. The company is headquartered in Piscataway, NJ | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | Finance |
| First Union Securities | Finance |
| Prudential Securities | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
