Since 2019, Matt Terrien has been working in Taiber Kosmala and Associates based 226, 226. This person is an experienced Managing Director with over 28 years of work experience. According to Matt's resume and work profile, this expert has worked at more than ten places with diverse backgrounds and gained different skills. Matt attended school at the Cfa Institute to 2001. Matt Terrien can be found in Hoffman Estates, Illinois – where this expert is currently located. You can search for Matt's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Matthew Terrien,
Matthias Terrien
Contact Information
Last Update
Jul 13, 2022
Email
ma**@hotmail.com
Location
Hoffman Estates, IL
Workplace
Managing Director
Colleagues
Work History
Managing Director
141 west Jackson Blvd SUITE 3540, Chicago, IL 60604
from Jun 2019
Senior Portfolio Manager
1300 east Woodfield Rd SUITE 300, Schaumburg, IL 60173
Managed the structure, composition and trading activity for high net worth clients
portfolios in a family-office environment. Introduced institutional-caliber portfolio management techniqu...
Apr 2011 — Mar 2019
Chief Quantitative Analyst
1777 Sentry Pkwy west SUITE 102, Blue Bell, PA 19422
Implemented a platform for quantitative evaluation of hedge funds, to augment existing qualitative due diligence efforts, in a hedge fund of funds environment. My efforts significantly enha...
Jul 2007 — Mar 2011
Chief Quantitative Analyst and Co-Portfolio Manager
Radnor, PA
Recruited by former Chicago Investment Analytics hedge fund client (seeded by Paloma Partners) to design and implement a robust framework for constructing long/short domestic equity portfoli...
Sep 2004 — May 2007
Research Integration Consultant
Served as the primary client contact for 30 - 50 of the firm
s 100 institutional asset management clients. The firm enjoyed the reputation, earned over its 12-year history, of being among ...
Oct 2001 — Aug 2004
Vice President and Due Diligence Manager
Managed the due diligence efforts of a seven-person team in the firm
s Consulting Services Group. The group evaluated and recommended external mutual fund and separate account managers in ...
Sep 2000 — May 2001
Senior Consultant
Chicago, IL
Managed the activities of a nine-person team within the firm
s asset allocation consulting practice.
Designed customized model portfolios for a diverse, institutional client base, utilizi...
Mar 1997 — Sep 2000
Financial Advisor
420 Montgomery St, San Francisco, CA 94129
Actively marketed investment products and services to individual investors. Advised clients in long-term investment planning, asset allocation and securities selection decisions. Series # 7,...
Sep 1995 — Dec 1996
Senior Consultant
Actively involved in all phases of custom-developed information systems projects for a variety of Fortune 500 clients. Facilitated detail design sessions with client management and end-users...
1990 — 1995
Education
Occupations
Executive
Chief Executive Officer
Financial Broker
Portfolio Manager
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Skills
Alternative Investments
Equities
Portfolio Management
Hedge Funds
Asset Allocation
Equity Research
Investment Strategies
Investment Advisory
Investments
Financial Analysis
Investment Management
Wealth Management
Asset Management
Risk Management
FAQs about Matt Terrien
What is the main profession of Matt Terrien?
Matt is a Managing Director.
What jobs is Matt proficient at at?
Matt is a professional such jobs as Executive and Chief Executive Officer.
Where does Matt Terrien currently live?
Hoffman Estates, Illinois is the place where Matt Terrien lives
What is Matt Terrien's email?
The expert's email is ma**@hotmail.com.
How many companies did Matt Terrien work at?
The professional worked at ten jobs.
Where has Matt Terrien studied?
Matt studied at the Cfa Institute to 2001.
What is professional industry that Matt Terrien worked in?
Matt Terrien works in Investment Management industry.
What are special skills of Matt Terrien?
Matt Terrien has the following skills: Alternative Investments, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Equity Research, Investment Strategies, and Investment Advisory.