Matthew Werner
Portfolio Manager-Fixed Income at RSW Investments Holdings LLC
Network origin in Matthew Werner first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Delaware
99
| College/University | Other Consumer Services | 99 |
RSW Investments LLC
RSW Investments LLC Investment ManagersFinance RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities.
7
| Extinct | Investment Managers | 7 |
RSW Investments Holdings LLC
RSW Investments Holdings LLC Investment ManagersFinance RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew Werner via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Genentech, Inc.
Genentech, Inc. BiotechnologyHealth Technology Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA. | Biotechnology | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
SUNGARD DATA SYSTEMS INC. | Packaged Software | Corporate Officer/Principal | |
Susquehanna Investment Group LLC
Susquehanna Investment Group LLC Investment ManagersFinance Susquehanna Investment Group LLC (SIG) is an investment advisory firm headquartered in Bala Cynwyd, Pennsylvania. The firm is a subsidiary of Susquehanna International Group LLP, ultimately owned by Philadelphia Trading, Inc. SIG provides investment advisory services to various clients. | Investment Managers | Corporate Officer/Principal | |
Consulting Group Advisory Services LLC
Consulting Group Advisory Services LLC Investment ManagersFinance Consulting Group Advisory Services LLC (CGAS) is a registered investment adviser headquartered in Purchase, New York. The firm is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). CGAS provides investment advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Fundação Dom Cabral | College/University | Masters Business Admin | |
Lincoln Financial Investments Corp.
Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Investment Managers | Investment Committee Member | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Corporate Officer/Principal Undergraduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Private Equity Investor Private Equity Investor | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
Drexel University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Tsinghua University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
University of National & World Economy | College/University | Graduate Degree Undergraduate Degree | |
New York Stock Exchange LLC
New York Stock Exchange LLC Investment Banks/BrokersFinance New York Stock Exchange LLC operates securities exchange market. The company was founded in 1792 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Brooklyn Nets LLC
Brooklyn Nets LLC Movies/EntertainmentConsumer Services Brooklyn Nets operates as a professional basketball franchise. It is one of the NBA Franchises and member of the American Basketball Association. The firm belongs to the Atlantic Division of the Eastern Conference in the National Basketball Association. The company was founded in 1967 and is headquartered in Brooklyn, NY. | Movies/Entertainment | Sales & Marketing | |
WaveFront US Corp.
WaveFront US Corp. Investment ManagersFinance WaveFront US Corp. is a hedge fund management firm headquartered in Dallas, Texas. The firm was founded by William Corneliuson in 1993 as B.C. Holdings, Inc. They are a subsidiary of WaveFront Global Asset Management Corp. (formerly Integrated Managed Futures Corp.) in Canada. WaveFront US provides discretionary investment advice to private pooled investment funds. Investors consist of individuals, trusts, corporations and other types of business entities. | Investment Managers | Corporate Officer/Principal | |
Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
Upwave Inc.
Upwave Inc. Miscellaneous Commercial ServicesCommercial Services Upwave Inc. conducts consumer surveys for companies of all sizes. Its products include consumer, BEB, retargeted and segment surveys. The firm solutions include Ad, customer and market research. The company was founded by Chris Kelly and Aaron Wenger in 2012 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
Entelo, Inc.
Entelo, Inc. Packaged SoftwareTechnology Services Entelo, Inc. engages in the operation of a recruiting automation platform. It offers Entelo platform, diversity, envoy, partner integrations, and security. The company was founded by Jon Bischke and John Mcgrath in 2011 and is headquartered in San Francisco, CA. | Packaged Software | Chief Operating Officer | |
E.F. Grossnigg Finanzberatung und Treuhandgesellschaft mbH
E.F. Grossnigg Finanzberatung und Treuhandgesellschaft mbH Investment ManagersFinance E.F. Grossnigg Finanzberatung & Treuhandgesellschaft mbH provides financial restructuring services. It offers restructuring and turnaround services to help underperforming and struggling organizations in a financial and operational capacity. The firm also carries out and supervises corporate mergers and acquisitions. The company was founded by Erhard F. Grossnigg in 1979 and is headquartered in Vienna, Austria. | Investment Managers | Chief Executive Officer | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Penn Investment Advisors, Inc.
Penn Investment Advisors, Inc. Investment ManagersFinance Penn Investment Advisors, Inc. (PIA) is an investment management firm headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2014 and formerly known as EagleView Advisors, Inc. and First Savings Financial Services, Inc. In 2022, they were acquired by Equitable Distribution Holding Corp., which is an indirect wholly owned subsidiary of Equitable Holdings, Inc. (NYSE: EQH). PIA provides investment advice to individuals, institutions, pension and profit-sharing plans, investment companies (which include mutual funds), charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 36 |
China | 3 |
Brazil | 2 |
France | 2 |
Bulgaria | 2 |
Sectoral
Finance | 22 |
Consumer Services | 17 |
Technology Services | 3 |
Health Technology | 2 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 124 |
Undergraduate Degree | 97 |
Director/Board Member | 65 |
Masters Business Admin | 36 |
Private Equity Investor | 25 |
Most connected contacts
Insiders | |
---|---|
William G. Mavity | 23 |
Brian M. Baynes | 18 |
Geng Wu | 17 |
Anna Ivanova Pavlova | 16 |
Zhi Sheng Chen | 15 |
Kenneth Walker | 10 |
Charles Elson | 10 |
Alex Gong | 9 |
Christopher Smith | 9 |
Boris Sovic | 9 |
Matthew Hottle | 8 |
Mark Andrew Scott | 7 |
Jing Wu | 7 |
Boyko Atanassov | 7 |
Joe Finer | 7 |
- Stock Market
- Insiders
- Matthew Werner
- Company connections