Profil
Mr. Matthew R.
DeLorenzo is a Chief Executive Officer & Chief Investment Officer at United Asset Strategies, Inc. He joined the firm in January 2008, where he focuses his efforts on identifying opportunities in the bond market.
By leveraging trading relationships and utilizing his expertise on various electronic trading platforms, he obtains quality execution on trades for the firm’s clients.
Mr. DeLorenzo is also responsible for portfolio management, equity research, and security selection.
He started his financial services career on an equity trading desk at a global financial services firm.
Mr. DeLorenzo earned his BA in Political Science from Columbia University in 2007.
Aktiva positioner av Matt DeLorenzo
| Företag | Position | Start |
|---|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Verkställande Direktör | 2025-03-01 |
Tidigare kända positioner av Matt DeLorenzo
| Företag | Position | Slut |
|---|---|---|
Dewey & LeBoeuf LLP
Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Företagsledare/Principal | 2007-12-31 |
Matt DeLorenzos utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dewey & LeBoeuf LLP
Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
















