Matthew Scheer, Cfa Email & Phone Number

New York, Ny, Us

Key account management and investment strategy distribution and relationship management via financial intermediaries Representing New York Life Investments’ capabilities in a Key Account Manager function within the National RIA, wirehouse, TAMP, custodian, consultant and platform channelsPromote New York Life Investments’ investment strategies with gatekeepers, research teams, Chief Investment Officers and other investment decision-makers in effort to gain research recommendations and discretionary model portfolio placement of mutual funds, ETFs, SMA and alternative investment strategies Collaborate and consult with COIs at partner firms to establish a mutually-beneficial partnership via FA education, skill set enhancement expansion, and honing FA and firm revenue growth in partnership with the Advisor Advancement Institute at New York Life Investments

Miami, Florida, Us

Miami, Fl, Us

Scarborough , Me, Us

New York, Ny, Us

Consultative sales/relationship management to/with the Professional Buyer/Gatekeeper community. Coverage responsibility includes Wires, Private Banks, Broker-Dealers, Bank/Trusts, RIA Aggregator, DCIO/Traditional Consultant, and TAMP channels. In addition to Key Account responsibilities, serve as Investment Specialist/Client Portfolio Manager with responsibility of conveying Guggenheim views to clients in a consultative capacity. Specific topics communicated include macroeconomic positioning, portfolio strategy and performance attribution

Chicago, Il, Us

Led manager research on behalf of HighTower GIS (Home Office)

Manager research on third party funds and portfolio construction for multi-billion dollar Registered Investment Advisor

Seattle, Wa, Us

Institutional client service team covering pensions between $300 million and $1 billion AUM

Boston, Ma, Us

Performance reporting lead on clients in endowment/foundation, pension, private foundation space