Matthew McGregor Ebzery
Directeur Général chez Cypress Capital Management LLC (Wyoming)
Profil
Mr. Matthew M.
Ebzery is a Founder & Chief Investment Officer at Cypress Capital Management LLC (Wyoming).
Mr. Ebzery began his career as a Financial Advisor with Merrill Lynch in Phoenix, Arizona where he specialized in wealth management strategies for individuals, business owners, and nonprofit organizations to help them meet their short and long term financial goals.
After establishing a success book of business with his clients at Merrill Lynch, he chose to move back to his hometown of Sheridan Wyoming, citing a quality of life and family as the driving factors.
He received his Bachelor of Science Degree in Finance from the University of Wyoming.
Postes actifs de Matthew McGregor Ebzery
| Sociétés | Poste | Début |
|---|---|---|
Cypress Capital Management LLC (Wyoming)
 Cypress Capital Management LLC (Wyoming) Investment ManagersFinance Cypress Capital Management LLC is a boutique wealth management firm located in Sheridan, WY. Cypress Capital Management offers customized, comprehensive investment strategies that allow clients to achieve their investment and retirement goals. The private company tailors each client's portfolio using individual stocks and bonds, based on a fundamental, balance sheet approach. As independent advisors, they are compensated through fees, not commissions, and take pride in their hands-on approach. Cypress Capital Management does not outsource client funds to third-party managers or mutual funds, but rather conducts their own extensive research and analysis on the markets and individual stocks in their office in Sheridan. The company's investment philosophy is based on fundamental investing, which is still the foundation of their investment philosophy today. The company was founded in 2004 by Matthew McGregor Ebzery and William Bernard Ebzery, with Matthew McGregor Ebzery serving as the CEO since then. | Directeur Général | 01/01/2004 |
Anciens postes connus de Matthew McGregor Ebzery
| Sociétés | Poste | Fin |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/08/2008 |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | 31/05/2006 |
Formation de Matthew McGregor Ebzery
| University of Wyoming | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Cypress Capital Management LLC (Wyoming)
Cypress Capital Management LLC (Wyoming) Investment ManagersFinance Cypress Capital Management LLC is a boutique wealth management firm located in Sheridan, WY. Cypress Capital Management offers customized, comprehensive investment strategies that allow clients to achieve their investment and retirement goals. The private company tailors each client's portfolio using individual stocks and bonds, based on a fundamental, balance sheet approach. As independent advisors, they are compensated through fees, not commissions, and take pride in their hands-on approach. Cypress Capital Management does not outsource client funds to third-party managers or mutual funds, but rather conducts their own extensive research and analysis on the markets and individual stocks in their office in Sheridan. The company's investment philosophy is based on fundamental investing, which is still the foundation of their investment philosophy today. The company was founded in 2004 by Matthew McGregor Ebzery and William Bernard Ebzery, with Matthew McGregor Ebzery serving as the CEO since then. | Finance |
| Merrill Lynch & Co., Inc. | Finance |