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Roger Michael Matloff
Gestore di Portafoglio-Azioni presso
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profilo
Mr. Roger M.
Matloff is a Managing Director & Wealth Management Advisor 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 MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Gestore di Portafoglio-Azioni | 01/12/1994 |
Precedenti posizioni note di Roger Michael Matloff
| Società | Posizione | Fine |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Gestore di Portafoglio-Azioni | - |
Formazione di Roger Michael Matloff
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
