Career history of Matthew J. Appelstein
Former positions of Matthew J. Appelstein
Companies | Position | Start | End |
---|---|---|---|
TS&W/Claymore Tax-Advantaged Balanced Fund
TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL. | Director/Board Member | 2010-07-13 | 2012-02-07 |
Old Mutual Emerging Managers Master Fund LLC
Old Mutual Emerging Managers Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Master Fund LLC is a non-diversified, closed-end, management investment company. Its objective is to seek to generate attractive returns while attempting to reduce volatility through investing its assets in private investment funds, joint ventures, investment companies, and other similar investment vehicles that are managed by a group of portfolio managers. The company was founded on on April 25, 2006 and is headquartered in Rye Brook, NY. | Chief Executive Officer | - | 2011-05-31 |
President | - | 2011-05-31 | |
Old Mutual Absolute Return Master Fund LLC
Old Mutual Absolute Return Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Absolute Return Master Fund LLC is a closed-end mutual fund. The fund seeks to generate attractive returns while attempting to reduce volatility. It also invests in private investment funds, joint ventures, investment companies and other similar investment vehicles. The company was headquartered in New York, NY. | Chief Executive Officer | - | 2011-05-31 |
President | - | 2011-05-31 | |
Old Mutual Emerging Managers Institutional Fund LLC
Old Mutual Emerging Managers Institutional Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Institutional Fund LLC is a closed-end investment fund. The objective of the fund is to seek returns while attempting to reduce volatility. Old Mutual Emerging Managers Institutional Fund is headquartered in Rye Brook, NY. | Chief Executive Officer | - | 2011-05-31 |
President | - | 2011-05-31 | |
Old Mutual (US) Holdings, Inc.
Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2002-12-31 | 2009-10-25 |
Sales & Marketing | 2009-10-25 | 2011-05-31 | |
BrightSphere, Inc.
BrightSphere, Inc. Investment ManagersFinance BrightSphere, Inc. provides asset management services. The company was founded in 1845 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2011-05-09 | 2011-05-31 |
GUGGENHEIM ENHANCED EQUITY INCOME FUND | Director/Board Member | 2010-07-20 | - |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Corporate Officer/Principal | - | - |
Training of Matthew J. Appelstein
University of Massachusetts | Undergraduate Degree |
Statistics
International
United States | 10 |
Operational
Chief Executive Officer | 3 |
President | 3 |
Corporate Officer/Principal | 3 |
Sectoral
Miscellaneous | 6 |
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
---|---|
Old Mutual Emerging Managers Master Fund LLC
Old Mutual Emerging Managers Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Master Fund LLC is a non-diversified, closed-end, management investment company. Its objective is to seek to generate attractive returns while attempting to reduce volatility through investing its assets in private investment funds, joint ventures, investment companies, and other similar investment vehicles that are managed by a group of portfolio managers. The company was founded on on April 25, 2006 and is headquartered in Rye Brook, NY. | Miscellaneous |
Old Mutual Absolute Return Master Fund LLC
Old Mutual Absolute Return Master Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Absolute Return Master Fund LLC is a closed-end mutual fund. The fund seeks to generate attractive returns while attempting to reduce volatility. It also invests in private investment funds, joint ventures, investment companies and other similar investment vehicles. The company was headquartered in New York, NY. | Miscellaneous |
Old Mutual Emerging Managers Institutional Fund LLC
Old Mutual Emerging Managers Institutional Fund LLC Investment Trusts/Mutual FundsMiscellaneous Old Mutual Emerging Managers Institutional Fund LLC is a closed-end investment fund. The objective of the fund is to seek returns while attempting to reduce volatility. Old Mutual Emerging Managers Institutional Fund is headquartered in Rye Brook, NY. | Miscellaneous |
Old Mutual (US) Holdings, Inc.
Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA. | Finance |
TS&W/Claymore Tax-Advantaged Balanced Fund
TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL. | Miscellaneous |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Finance |
Guggenheim Enhanced Equity Income Fund
Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Enhanced Equity Income Fund is a closed-end investment fund/investment trust. Its investment objective is to seek high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on December 3, 2004 and is headquartered in Chicago, IL. | Miscellaneous |
BrightSphere, Inc.
BrightSphere, Inc. Investment ManagersFinance BrightSphere, Inc. provides asset management services. The company was founded in 1845 and is headquartered in Boston, MA. | Finance |