Matthew Talbot
Chief Investment Officer presso The Clarius Group LLC
Profilo
Matthew Parker Talbot is a member of the CFA Institute, CFA Society of Seattle, and The Seattle Alternative Investment Association.
He is currently the CIO, Managing Member & Partner at The Clarius Group LLC since 2015.
Previously, he was a Partner at Bristlecone Advisors LLC from 2000 to 2015.
Talbot holds an MBA from the University of Washington and an undergraduate degree from Oregon State University.
Posizioni attive di Matthew Talbot
| Società | Posizione | Inizio |
|---|---|---|
CFA Society of Seattle
 CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The private company is based in Bothell, WA. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| The Seattle Alternative Investment Association | Corporate Officer/Principal | - |
The Clarius Group LLC
 The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Chief Investment Officer | 01/04/2015 |
Precedenti posizioni note di Matthew Talbot
| Società | Posizione | Fine |
|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Corporate Officer/Principal | 01/03/2015 |
Social Venture Partners
 Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Social Venture Partners provides social services. It offers nonprofit and collaborative solutions. The company was founded by Kim Sanchez Rael and Margaret Walker and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Formazione di Matthew Talbot
| University of Washington | Masters Business Admin |
| Oregon State University | Undergraduate Degree |
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 | 6 |
|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Social Venture Partners
Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Social Venture Partners provides social services. It offers nonprofit and collaborative solutions. The company was founded by Kim Sanchez Rael and Margaret Walker and is headquartered in Seattle, WA. | Commercial Services |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
CFA Society of Seattle
CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The private company is based in Bothell, WA. | Commercial Services |
| The Seattle Alternative Investment Association | |
The Clarius Group LLC
The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Finance |
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