Profil
Mr. Matt Weed is a Certified Portfolio Manager at Pinkerton Wealth LLC.
He is on the PRS Investment Research Team as well as the Information Technology Specialist for PRS since 2003.
As a Portfolio Manager, he is responsible for coordinating the research team's comprehensive research of passive indexing, active management, tactical, and alternative investment portfolios.
He graduated from the University of Idaho with a bachelor’s degree in Business with an emphasis in Information Systems.
He received his Certified Portfolio Manager designation through Columbia University in New York.
Postes actifs de Matt Weed
| Sociétés | Poste | Début |
|---|---|---|
Pinkerton Retirement Specialists LLC
Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists offers a customized and individualized investment program for clients. A specific asset allocation strategy is crafted to focus on the specific client’s goals and objectives. The firm will typically construct each client’s account holdings using, but not necessarily limited to, no-load mutual funds, funds at NAV, equity positions, fixed income positions, alternative investments, municipal securities and US government securities. | Gestionnaire de Portefeuille-Actions | 01/01/2003 |
Formation de Matt Weed
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Idaho
University of Idaho Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinkerton Retirement Specialists LLC
Pinkerton Retirement Specialists LLC Investment ManagersFinance Pinkerton Retirement Specialists offers a customized and individualized investment program for clients. A specific asset allocation strategy is crafted to focus on the specific client’s goals and objectives. The firm will typically construct each client’s account holdings using, but not necessarily limited to, no-load mutual funds, funds at NAV, equity positions, fixed income positions, alternative investments, municipal securities and US government securities. | Finance |
















