![Matthew R. Rapoport](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Matthew R. Rapoport
Gestore di Portafoglio-Azioni presso The Colony Group LLC
Profilo
Mr. Matthew R.
Rapoport is a Senior Wealth Advisor at The Colony Group LLC.
He has over15 years of experience.
He worked as a Wealth Advisor for Blue Water Advisors which merged with The Colony Group in early 2018.
Previously, he worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement.
Prior experience also includes working as a Wealth Strategist at BNY Mellon Wealth Management and as a Senior Financial Planner at The Ayco Company, a Goldman Sachs subsidiary.
He received his Bachelor of Science in Mathematics and MBA in Finance from Union College and an MS in Taxation from the Zicklin School of Business.
Posizioni attive di Matthew R. Rapoport
Società | Posizione | Inizio |
---|---|---|
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Gestore di Portafoglio-Azioni | 01/01/2018 |
Precedenti posizioni note di Matthew R. Rapoport
Società | Posizione | Fine |
---|---|---|
Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Corporate Officer/Principal | 01/10/2014 |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 01/01/2011 |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | 01/01/2006 |
Formazione di Matthew R. Rapoport
Union College (New York) | Undergraduate Degree |
Baruch College | Graduate Degree |
Union Graduate College | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Finance |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
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