Matthew Gelfand, Cfa, Cfp®

Matthew Gelfand, Cfa, Cfp® Email and Phone Number

Managing Director - Global Strategist @ Princeton Global
Bethesda, MD, US
Matthew Gelfand, Cfa, Cfp®'s Location
Bethesda, Maryland, United States, United States
Matthew Gelfand, Cfa, Cfp®'s Contact Details

Matthew Gelfand, Cfa, Cfp® work email

Matthew Gelfand, Cfa, Cfp® personal email

Matthew Gelfand, Cfa, Cfp® phone numbers

About Matthew Gelfand, Cfa, Cfp®

Matt Gelfand has held several senior positions in the investment advisory industry, including Rockefeller & Co., the multi-family office, where he was a Managing Director responsible for more than $2 billion of client assets. He has worked with major foundations, endowments, pension plans, and high net worth families and started his career as an economist with the U.S. Federal Reserve Board.Matt served for seven years as a board member of the Rockefeller Trust Co. (Delaware). He also served on the board of directors, as chair of the compensation committee, and for more than 15 years on the investment committee of The Forward Association, the non-profit publisher of The Forward periodicals, which have been in print since 1897. Matt also served for more than 12 years on the investment committee of the Wallace Global Fund, a private foundation in Washington DC. He is on the Board of Advisors and Contributors of the Journal of Taxation of Investments.Matt has published numerous articles on investment markets and finance. His commentary has appeared in several publications including The Washington Post, The New York Times, Business Week Online, and Bloomberg News service. Matt has appeared as an economic analyst and "guest host" on CNBC's Worldwide Exchange, a live TV show broadcast globally. He has a B.A. and Ph.D. in Economics, respectively from Yale University and the University of Pennsylvania.Matt enjoys skiing and sailing. He has sailed on the Chesapeake Bay, the Atlantic Ocean, and inland waters, in his lifetime covering more than 3,800 nautical miles cruising and racing in all four seasons of the year, rain or shine.

Matthew Gelfand, Cfa, Cfp®'s Current Company Details
Princeton Global

Princeton Global

View
Managing Director - Global Strategist
Bethesda, MD, US
Employees:
20
Matthew Gelfand, Cfa, Cfp® Work Experience Details
  • Princeton Global
    Managing Director - Global Strategist
    Princeton Global
    Bethesda, Md, Us
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Mar 2023 - Present

Matthew Gelfand, Cfa, Cfp® Skills

Portfolio Management Investment Portfolio Design Investment Risk Management Asset Management Economics Financial Modeling Asset Allocation Alternative Investments Asset Managment Bloomberg Business Development Business Strategy Capital Markets Corporate Finance Emerging Markets Due Diligence Entrepreneurship Equity Valuation Finance Financial Analysis Financial Markets Fixed Income Forecasting Hedge Funds Leadership Management Mutual Funds Private Equity Research Risk Management Start Ups Strategic Financial Planning Strategy Valuation Equities Venture Capital Financial Planning

Matthew Gelfand, Cfa, Cfp® Education Details

Frequently Asked Questions about Matthew Gelfand, Cfa, Cfp®

What company does Matthew Gelfand, Cfa, Cfp® work for?

Matthew Gelfand, Cfa, Cfp® works for Princeton Global

What is Matthew Gelfand, Cfa, Cfp®'s role at the current company?

Matthew Gelfand, Cfa, Cfp®'s current role is Managing Director - Global Strategist.

What is Matthew Gelfand, Cfa, Cfp®'s email address?

Matthew Gelfand, Cfa, Cfp®'s email address is mg****@****kco.com

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Matthew Gelfand, Cfa, Cfp®'s direct phone number is +121254*****

What schools did Matthew Gelfand, Cfa, Cfp® attend?

Matthew Gelfand, Cfa, Cfp® attended University Of Pennsylvania, Yale University, Stuyvesant High School.

What are some of Matthew Gelfand, Cfa, Cfp®'s interests?

Matthew Gelfand, Cfa, Cfp® has interest in Environment, Arts And Culture.

What skills is Matthew Gelfand, Cfa, Cfp® known for?

Matthew Gelfand, Cfa, Cfp® has skills like Portfolio Management, Investment Portfolio Design, Investment Risk Management, Asset Management, Economics, Financial Modeling, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Business Development, Business Strategy.

Who are Matthew Gelfand, Cfa, Cfp®'s colleagues?

Matthew Gelfand, Cfa, Cfp®'s colleagues are Jim Kilcommons Iii, Cfp®, Joel Heymsfeld, Erika Tucker, George Wislar, Michael R. M., Brendan J. Mcpoyle, Cfp®, Aep®, Rob Spadaford.

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