![Matthew Talbot](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>)
Matthew Talbot
Corporate Officer/Principal chez
CFA Society of Seattle
Profil
Mr. Matthew P.
Talbot is a Member at CFA Institute, a Member at CFA Society of Seattle and a Member at The Seattle Alternative Investment Association.
Mr. Talbot was previously employed as an Investment Director by The Clarius Group LLC, a Partner by Bristlecone Advisors LLC, and a Member by Social Venture Partners.
He received his undergraduate degree from Oregon State University and an MBA from the University of Washington.
Postes actifs de Matthew Talbot
| Sociétés | Poste | Début |
|---|---|---|
CFA Society of Seattle
 CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
The Seattle Alternative Investment Association | Corporate Officer/Principal | - |
Anciens postes connus de Matthew Talbot
| Sociétés | Poste | Fin |
|---|---|---|
The Clarius Group LLC
 The Clarius Group LLC Investment ManagersFinance Clarius' investment strategies are specifically tailored to each client and they are based on a long-term investment horizon. The firm focuses particularly on the trade-off of return as compensation for accepting investment risk and the effects of investment costs, inflation, and taxes on investment returns. Their highest priority is developing the specific asset allocation appropriate to each client’s goals, objectives, constraints, risk tolerance and unique circumstances. They employ both passive and active investment strategies. | Directeur en chef des Investissements | - |
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Corporate Officer/Principal | 01/03/2015 |
Social Venture Partners
 Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Builds relationships among people and organizations | Corporate Officer/Principal | - |
Formation de Matthew Talbot
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Social Venture Partners
Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Builds relationships among people and organizations | Commercial Services |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research. | Finance |
CFA Society of Seattle
CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants | Commercial Services |
The Seattle Alternative Investment Association | |
The Clarius Group LLC
The Clarius Group LLC Investment ManagersFinance Clarius' investment strategies are specifically tailored to each client and they are based on a long-term investment horizon. The firm focuses particularly on the trade-off of return as compensation for accepting investment risk and the effects of investment costs, inflation, and taxes on investment returns. Their highest priority is developing the specific asset allocation appropriate to each client’s goals, objectives, constraints, risk tolerance and unique circumstances. They employ both passive and active investment strategies. | Finance |
