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Profil
Mr. Matthew B. Wahlman is Financial Advisor at Robert W.
Baird & Co., Inc.
Prior to joining Robert W.
Baird in November 2014, he was previously employed as a Senior Vice President by McAdams Wright Ragen, Inc. He was also employed by Banc of America Investments.
Mr. Wahlman received his Bachelor of Arts degree in Business Administration with a concentration in Finance and a minor in Economics from Seattle University.
Anciens postes connus de Matthew Bondurant Wahlman
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Matthew Bondurant Wahlman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Seattle University
 Seattle University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Finance |
