Profil
Mr. Matthew R.
Falkowski, CFA MBA, is a Managing Director,Client Relations & Member of Investment Committee at SeaBridge Investment Advisors LLC.
In this role, he leads client relation, business development, and trading activities.
He is a member of the SeaBridge’s Investment Committee providing support on company research and macroeconomic analysis.
He joined SeaBridge in 2014 as a Research Analyst supporting the Chairman and other portfolio managers.
Previously, he worked at Raymond James in the Relative Value Trading Group (RVT) providing trade ideas, support, and execution for institutional clients.
He then transitioned to an assistant portfolio manager role in the RVT spin off, Whitewood Investments Corporation.
He graduated cum laude from the University of Georgia with a bachelor’s degree in finance and economics.
He received his MBA from Georgia Tech Scheller College of Business.
He is a CFA charterholder.
Postes actifs de Matt Falkowski
| Sociétés | Poste | Début |
|---|---|---|
SeaBridge Investment Advisors LLC
SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge manages global portfolios of publicly traded securities (primarily equities but also including some other classes of securities such as Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), closed-end funds (CEFs), Business Development Companies (BDCs), Exchange-Traded Funds (ETFs), etc.)The firm combines a disciplined approach involving thorough research and proactive monitoring to make informed investment decisions. | Analyst-Equity | 01/01/2014 |
Formation de Matt Falkowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
SeaBridge Investment Advisors LLC
SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge manages global portfolios of publicly traded securities (primarily equities but also including some other classes of securities such as Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), closed-end funds (CEFs), Business Development Companies (BDCs), Exchange-Traded Funds (ETFs), etc.)The firm combines a disciplined approach involving thorough research and proactive monitoring to make informed investment decisions. | Finance |
Georgia Institute of Technology
Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Georgia
University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















