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Christopher Matthews is listed as Senior Vice President at CIBC Private Wealth US at CIBC Private Wealth US, a company with 284 employees, based in United States, United States, United States. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Christopher Matthews.
Christopher Matthews previously worked as Senior Vice President | Investment Manager - Product Research at Cibc Private Wealth Us and Vice President | Investment Manager Product Research at Cibc Private Wealth Us. Christopher Matthews holds Master Of Business Administration (M.B.A.), Finance, General from Boston University Graduate School Of Management.
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Asset management professional experienced in trade order management, equity products, portfolio implementation, investment and client reporting, trade analytics, and process improvement, with analytical and problem-solving skills. Successfully leads and completes projects, collaborates well with upper management and vendors, and consistently provides accurate and efficient investment and reporting services to relationship management teams and their clients.
Listed skills include Charles River Ims, Equity Trading, Bloomberg, Factset, and 8 others.
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Boston, Massachusetts, United States
Senior member of a two-person team that inputs trades and maintains trading records for ten internal equity strategies with a combined ~$33B in AUM and ~7,000 SMAs.Trades include strategy position changes (850+ annually), new account initial investments, account rebalancing, account liquidations, gain/loss harvesting, and hypothetical investment scenarios.
Boston, Massachusetts, United States
Boston, Massachusetts, United States
Greater Boston Area
Part of a 2-person team that provided 30 customized client reports on a monthly or quarterly cadence for high-net-worth clients while collaborating with 9 different client service teams and outside managers. Reports consisted of asset allocations, performance, capital changes/transactions, detailed private equity summaries, and incorporated clients’.
Greater Boston Area
Oversaw the production of roughly 450 New Frontier portfolio optimization analysis requests per year across the firm.Worked closely with the CIO, Asset Allocation Committee and New Frontier to help develop and upgrade to the next generation New Frontier portfolio optimization tool.Processed voluntary corporate actions for the firm’s internal custody.
Activities and Societies: Burncoat High School Tutoring, Welfare Solidarity Project, and various intramural sports Worked closely with.
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Christopher Matthews works for CIBC Private Wealth US.
Christopher Matthews is listed as Senior Vice President at CIBC Private Wealth US at CIBC Private Wealth US.
AeroLeads has found 1 work email signal at @cibc.com for Christopher Matthews at CIBC Private Wealth US.
Christopher Matthews is based in United States, United States, United States while working with CIBC Private Wealth US.
Christopher Matthews has worked for Cibc Private Wealth Us.
You can use AeroLeads to view verified contact signals for Christopher Matthews at CIBC Private Wealth US, including work email, phone, and LinkedIn data when available.
Christopher Matthews holds Master Of Business Administration (M.B.A.), Finance, General from Boston University Graduate School Of Management.
Christopher Matthews is listed with skills including Charles River Ims, Equity Trading, Bloomberg, Factset, Portfolio Management, Wealth Management, Attribution, and Microsoft Excel.
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