Matt Burnell Email & Phone Number

Rye Brook, NY

• We help you design a financial roadmap unique to you and your goals that simplifies and organizes your financial life, protects and builds your wealth, and gives you a clear and confident path, leaving you free to.

Bronxville, NY

• Founded financial research consultancy specializing in financial institutions investment analysis, securities valuation, Investor relations strategy, and strategic planning.
• Project work includes: 2018 deposit beta analysis of top 100 U.S. banks; effect of higher interest rates on bank profitability, balance sheets, and valuation; regional U.S. bank M&A screen.
• Theoretical “Select Portfolio” consisting of five U.S. large-cap bank stocks generated outperformance in excess of 935 basis points in 2019 versus SPY Index.

New York, New York

• Created and led large-cap bank equity research team, covering 19 U.S. commercial and universal banking companies (aggregate market value: $1.3 trillion). Collaborated with mid-cap bank analyst team to monitor 50.
• Generated and communicated recommendations that outperformed peers and the market. Outperform-rated stocks from January 2015 to June 2017 generated 780 bps of outperformance vs. S&P 500. Top relative outperforming.
• Developed and ran proprietary financial/valuation models (20 years), financial information and regulatory activity databases (10-25 years), M&A models (25 years), cross-industry business line comparisons (10 years)..
• Named in 2010 by Bloomberg Magazine as one of the “World’s Best Financial Stock Pickers” for recommendations on diversified financials. Institutional Investor Magazine top quintile ratings in 2016-2017. Starmine 5-star.

Charlotte, North Carolina Area

• Led credit research on banks, specialty finance companies, and broker-dealers, supporting desk profitability in bonds, CDS, preferred stock and hybrid securities. Managed team of two junior analysts.
• Created proprietary analysis supporting underperform/sell ratings on Washington Mutual, National City, Bear Stearns, Lehman Brothers in 2007. Outperform ratings on Countrywide and Sallie Mae materially outperformed.
• Authored “The Bank Book” and “The Finance Book”, comprehensive (150 pages) essential reference tools covering 45 companies in aggregate including prior five-year financial performance, debt issuance and ratings trends.
• Voted to Institutional Investor Fixed Income “All Star Team” in 2008 and 2007: 1st Team for Banks, 3rd Team for Non-Bank Financials.

Greater New York City Area

• Developed credit research on financial institutions, including domestic and international banks, finance companies, brokers, and other issuers.
• Led and improved global financial institutions credit research marketing efforts across U.S., European, and Asian analyst teams, increasing client engagement. Created global investment strategy publications for.
• Supported trading desk; contributed to capital markets origination activities due to broad investor following; led proactive internal credit review of new business opportunities.

Fixed Income Credit ResearchResponsible for credit research on Banks (domestic and international), Specialty Finance (consumer finance, commercial finance, and leasing companies), and other financials (asset managers and securities broker-dealers)

Mba, Finance And Marketing

The Manager's Program

Ba, Political Science