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Profil
Stewart Mohr Mather was a founding partner of The Mather Group LLC, which was founded in 2011.
He held the title of Founding Partner from 2011 to 2024.
Mr. Mather also worked as a Vice President at UBS Financial Services, Inc. and as a Senior Vice President at Morgan Stanley & Co. LLC.
He received his undergraduate degree from Denison University in 2001 and an MBA from Kellogg School of Management.
Anciens postes connus de Stewart Mohr Mather
| Sociétés | Poste | Fin |
|---|---|---|
The Mather Group LLC
 The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee. | Fondateur | 15/11/2024 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/01/2001 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Formation de Stewart Mohr Mather
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
The Mather Group LLC
The Mather Group LLC Investment ManagersFinance TMG manages model portfolios using an array of equity and fixed income, utilizing an evidence-based approach, and manage accounts in accordance with their client's investment objectives, risk tolerance and other relevant information obtained at the beginning of the advisory relationship. The firm's approach uses fundamental, quantitative, and systematic analysis that is repeatable while seeking to provide tax optimized returns on a risk-appropriate basis. Major strategic investment decisions are supported by TMG’s Investment Committee. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
