Matt Halkyard
Portefeuillebeheerder-Aandelen bij Curi RMB Capital LLC
Profiel
Mr. Matthew L.
Halkyard, CFA, is a Senior Vice President & Portfolio Specialist at Curi RMB Capital LLC.
Mr. Halkyard joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management.
He joined IronBridge in 2005 and helped found the Global Focus equity strategy as a co-portfolio manager.
He became the strategy head and lead portfolio manager in 2011.
In addition to his responsibilities on the Global team, Matt served as co-portfolio manager for the Large Cap Core strategy from 2008 through 2010.
Prior to joining IronBridge, he was the director of small- and mid-cap operations for Credit Suisse in London.
Prior to the Credit Suisse acquisition of HOLT Value Associates, L.P., Matt was managing director of HOLT’s European operations.
He joined HOLT in 1994 as a portfolio representative and worked with a number of major buy-side clients/firms.
He graduated from Indiana University with a Bachelor’s degree in Accounting and is a CFA charterholder.
Actieve functies van Matt Halkyard
| Bedrijven | Functie | Begin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Portefeuillebeheerder-Aandelen | 24-06-2017 |
Eerdere bekende functies van Matt Halkyard
| Bedrijven | Functie | Einde |
|---|---|---|
IronBridge Capital Management LP
 IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds. | Portefeuillebeheerder-Aandelen | 24-06-2017 |
Credit Suisse AG (London Branch)
 Credit Suisse AG (London Branch) Regional BanksFinance Credit Suisse AG (London Branch) provides investment banking services. The company was founded on January 1, 1993 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 31-12-2004 |
| Holt Value Associates LP | Consultant / Adviseur | 31-12-1998 |
Opleiding van Matt Halkyard
| Indiana University | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
|---|---|
IronBridge Capital Management LP
IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds. | Finance |
| Holt Value Associates LP | Finance |
Credit Suisse AG (London Branch)
Credit Suisse AG (London Branch) Regional BanksFinance Credit Suisse AG (London Branch) provides investment banking services. The company was founded on January 1, 1993 and is headquartered in London, the United Kingdom. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
