Matthew J. Appelstein
Plus aucun poste en cours
Profil
Matthew J.
Appelstein served as President & CEO at Old Mutual Absolute Return Master Fund LLC, Old Mutual Emerging Managers Institutional Fund LLC, and Old Mutual Emerging Managers Master Fund LLC.
He was also EVP & Head-Institutional Sales & Marketing at Old Mutual (US) Holdings, Inc. from 2009 to 2011.
Additionally, he served as Senior Vice President at Fidelity Management Trust Co. and Trustee at TS&W and Guggenheim Enhanced Equity Income Fund.
Appelstein received his undergraduate degree from the University of Massachusetts.
Anciens postes connus de Matthew J. Appelstein
| Sociétés | Poste | Fin |
|---|---|---|
TS&W/Claymore Tax-Advantaged Balanced Fund
 TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL. | Directeur/Membre du Conseil | 08/02/2012 |
Old Mutual Emerging Managers Master Fund LLC
 Old Mutual Emerging Managers Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Master Fund LLC is a non-diversified, closed-end, management investment company. Its objective is to seek to generate attractive returns while attempting to reduce volatility through investing its assets in private investment funds, joint ventures, investment companies, and other similar investment vehicles that are managed by a group of portfolio managers. The company was founded on on April 25, 2006 and is headquartered in Rye Brook, NY. | Directeur Général | 01/06/2011 |
Old Mutual Absolute Return Master Fund LLC
 Old Mutual Absolute Return Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Absolute Return Master Fund LLC is a closed-end mutual fund. The fund seeks to generate attractive returns while attempting to reduce volatility. It also invests in private investment funds, joint ventures, investment companies and other similar investment vehicles. The company was headquartered in New York, NY. | Directeur Général | 01/06/2011 |
Old Mutual Emerging Managers Institutional Fund LLC
 Old Mutual Emerging Managers Institutional Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Institutional Fund LLC is a closed-end investment fund. The objective of the fund is to seek returns while attempting to reduce volatility. Old Mutual Emerging Managers Institutional Fund is headquartered in Rye Brook, NY. | Directeur Général | 01/06/2011 |
Old Mutual (US) Holdings, Inc.
 Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Corporate Officer/Principal | 26/10/2009 |
Formation de Matthew J. Appelstein
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Old Mutual Emerging Managers Master Fund LLC
Old Mutual Emerging Managers Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Master Fund LLC is a non-diversified, closed-end, management investment company. Its objective is to seek to generate attractive returns while attempting to reduce volatility through investing its assets in private investment funds, joint ventures, investment companies, and other similar investment vehicles that are managed by a group of portfolio managers. The company was founded on on April 25, 2006 and is headquartered in Rye Brook, NY. | Miscellaneous |
Old Mutual Absolute Return Master Fund LLC
Old Mutual Absolute Return Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Absolute Return Master Fund LLC is a closed-end mutual fund. The fund seeks to generate attractive returns while attempting to reduce volatility. It also invests in private investment funds, joint ventures, investment companies and other similar investment vehicles. The company was headquartered in New York, NY. | Miscellaneous |
Old Mutual Emerging Managers Institutional Fund LLC
Old Mutual Emerging Managers Institutional Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Institutional Fund LLC is a closed-end investment fund. The objective of the fund is to seek returns while attempting to reduce volatility. Old Mutual Emerging Managers Institutional Fund is headquartered in Rye Brook, NY. | Miscellaneous |
Old Mutual (US) Holdings, Inc.
Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Finance |
TS&W/Claymore Tax-Advantaged Balanced Fund
TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL. | Miscellaneous |
Fidelity Management Trust Co.
 Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Finance |
Guggenheim Enhanced Equity Income Fund
 Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Enhanced Equity Income Fund is a closed-end investment fund/investment trust. Its investment objective is to seek high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on December 3, 2004 and is headquartered in Chicago, IL. | Miscellaneous |
BrightSphere, Inc.
 BrightSphere, Inc. Investment ManagersFinance BrightSphere, Inc. provides asset management services. The company was founded in 1845 and is headquartered in Boston, MA. | Finance |
