![Matt Terrien](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Matthew James Terrien worked as a Senior Portfolio Manager at Evanston Investments, Inc. from 2011 to 2019.
Prior to that, he held Principal positions at Prudential Securities, William Blair & Co. LLC, First Union Securities, Chicago Investment Analytics, Ibbotson Associates, Inc., and Schwab Capital Markets LP.
Terrien received his undergraduate degree from the University of Michigan in 1990.
Anciens postes connus de Matt Terrien
| Sociétés | Poste | Fin |
|---|---|---|
Evanston Investments, Inc.
 Evanston Investments, Inc. Investment ManagersFinance Evanston Investments generally follows a value-oriented investment approach. The firm seeks to invest in companies that, in Evanston Advisor’s view, have an intrinsic value greater than the current market capitalization for the applicable company and therefore the potential for capital appreciation. | Trading-Equity | 19/03/2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
First Union Securities
 First Union Securities Major BanksFinance National commercial bank | Corporate Officer/Principal | - |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Corporate Officer/Principal | - |
Formation de Matt Terrien
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Evanston Investments, Inc.
Evanston Investments, Inc. Investment ManagersFinance Evanston Investments generally follows a value-oriented investment approach. The firm seeks to invest in companies that, in Evanston Advisor’s view, have an intrinsic value greater than the current market capitalization for the applicable company and therefore the potential for capital appreciation. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Union Securities
First Union Securities Major BanksFinance National commercial bank | Finance |
Chicago Investment Analytics
 Chicago Investment Analytics Investment ManagersFinance Provides financial advisory services | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schwab Capital Markets LP
 Schwab Capital Markets LP Investment Banks/BrokersFinance Provides security brokerage services | Finance |
