Matt Ward
Head-Equity Investments chez Atalanta Sosnoff Capital LLC
Profil
Mr. Matthew W.
Ward, CFA, is a Co-Chief Investment Officer of Equities at Atalanta Sosnoff Capital LLC.
He joined the firm as Senior Technology Analyst in September, 2018.
Mr. Ward was promoted to Portfolio Manager in February 2021 and was named Co-Chief Investment Officer of Equities in December 2023.
Mr. Ward is an equity participant of the firm.
Prior to joining the firm, Mr. Ward was Head of US Large Cap since 2014, Co-Fund Manager (since 2014), and Equity Analyst (since 2005) for Schroder Investment Management’s US Large Cap strategy.
Previously, he was an Equity Analyst at Phoenix-Engemann and Franklin Templeton.
Mr. Ward earned a B.A.
in Economics and English from Georgetown University in 1995.
He is a Chartered Financial Analyst charter holder.
Postes actifs de Matt Ward
| Sociétés | Poste | Début |
|---|---|---|
Atalanta Sosnoff Capital LLC
 Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations. | Head-Equity Investments | 01/12/2023 |
Anciens postes connus de Matt Ward
| Sociétés | Poste | Fin |
|---|---|---|
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Analyst-Equity | 31/12/2004 |
Franklin Templeton Investor Services LLC
 Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA. | Corporate Officer/Principal | 31/12/1999 |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Head-Equity Investments | - |
Formation de Matt Ward
| Georgetown University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Franklin Templeton Investor Services LLC
Franklin Templeton Investor Services LLC Financial ConglomeratesFinance Franklin Templeton Investor Services LLC provides investment and underwriting services. The company is headquartered in Rancho Cordova, CA. | Finance |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Finance |
Atalanta Sosnoff Capital LLC
Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations. | Finance |