Matthew Pollinger, Cfa Email & Phone Number

New York, Ny, Us

New York, Ny

• Manage portfolios for ultra high net worth individuals and families consistent with their long term objectives• Focused on protecting client assets from unnecessary taxation and weak risk investment returns• Evaluate public and private securities for inclusion in client portfolios with a focus on financials, technology, real estate investment trusts, and materials• As a trader I am responsible for implementing the firm's equity and fixed income strategies across client portfolios

Hockessin, De

• Member of the Board of Directors which is responsible for the governance and oversight of Brandywine Trust Group, Brandywine Trust Company, and Brandywine Group Advisors• Member of the audit committee

New York, Ny

• Maintain, update, and create financial models, earnings estimates, and valuations for companies in the Healthcare, Retail, and Triple Net REIT (real estate investment trust) subsectors. Forecast same-store revenue and net operating income growth, external development and financing activity to project the income statement, statement of cash flows, and balance sheet• Maintain and adjust NAV estimates, implied cap rates, multiples, and price targets• Review model variances on a quarterly basis and work extensively with company management and senior analysts to refine the model• Write quarterly reports for earnings releases, estimate changes, material company specific events, and the industry as a whole for client distribution. Talk with investors about our outlook for specific companies and the industry• Create and maintain databases of historical information, including company data, market data, and census data. Draw information from a variety of sources (Bloomberg, ICSC, REIS, SNL, and Thomson Reuters)

New York, Ny

• Conducted quantitative research specific to the housing and HVAC sectors, focused on the long term outlook and constructed models for valuation of RPM & EnPro Industries• Created an market based model to value alternative investments companies • Analyzed client fixed income portfolios with attention to duration & yield objectives

New York, Ny

• Engaged in detailed research of target companies• Created customized industry briefs for the private equity unit• Performed due diligence, reviewed and adjusted NDA’s, generated new investment strategies, and created proprietary investment models

New York, Ny

• Attended research meetings, interacted with analysts, and earnings calls • Reviewed third parties’ reports and condensed industry data for the research team• Performed fundamental and technical analysis on companies within the firm's watch list• Created proprietary screens for the Klingenstein, Fields’ Global Fund.

Master Of Business Administration (Mba)

Master Of Science In Finance (Msf)

Bachelor Of Science, Double Majored In Applied Economics & Business Administration With A Concentration In Finance

Activities and Societies: Beta Alpha Psi (Finance & Accounting), Omicron Delta Epsilon (Economics), Sigma Iota Epsilon (Management).