Roger Michael Matloff
Gestionnaire de Portefeuille-Actions chez Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profil
Mr. Roger M.
Matloff is a Managing Director, Wealth Management Advisor & Global Institutional Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in 1994 and is a specially designated Bank of America Merrill Lynch Global Institutional Consultant.
He focuses on analytical investment and nonprofit management programs for many foundation and endowment clients.
He selects customized asset allocation models, researches and analyzes investment managers and reviews performance to help clients pursue their investment objectives.
In his role as Global Institutional Consultant, he helps to increase the organizational efficiency of nonprofit clients through strategies such as charity efficiency analysis, fundraising efficiency analysis, blind risk modeling and dynamic portfolio optimization, and investment policy review.
Mr. Matloff graduated with honors from Rutgers University with an undergraduate degree in Economics and an MBA in Finance and Deterministic Optimization Modeling.
He completed studies of Market Theory and Econometrics at Oxford University under a private foundation grant.
Postes actifs de Roger Michael Matloff
| Sociétés | Poste | Début |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestionnaire de Portefeuille-Actions | 01/12/1994 |
Anciens postes connus de Roger Michael Matloff
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestionnaire de Portefeuille-Actions | - |
Formation de Roger Michael Matloff
| Rutgers State University of New Jersey | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
