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.
• 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.
• 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).