Roger Michael Matloff

Portfolio Manager-Equities presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Finance

Consumer Services

Profilo

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.

Posizioni attive di Roger Michael Matloff

Società	Posizione	Inizio
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.	Portfolio Manager-Equities	01/12/1994

Tutte le posizioni attive di Roger Michael Matloff

Precedenti posizioni note di Roger Michael Matloff

Società	Posizione	Fine
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.	Portfolio Manager-Equities	-

Vedi nel dettaglio l'esperienza di Roger Michael Matloff

Formazione di Roger Michael Matloff

Rutgers State University of New Jersey

Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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