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Matthew Beardsley Location
Kirkland, WA, US
Matthew Beardsley Work
2013 -now Client CIO, OCIO Solutions, Sr. Director @
2007 -2013 Portfolio Manager - Global and Non-US Equities @
2001 -2007 Sr. Manager Research Analyst @
1997 -2000 Sr. Consulting Analyst @
1995 -1997 Sr. Performance Analyst @
Matthew Beardsley Education
Western Washington University
BA (Finance)
Seattle University
MBA (Finance)
CFA: Chartered Financial Analyst
FINRA, Series 7 license
Matthew Beardsley Skills
Portfolio Management
Equities
Asset Allocation
Alternative Investments
Investment Strategies
Investment Management
Asset Management
Hedge Funds
Investments
Mutual Funds
Fixed Income
Bloomberg
Asset Managment
Portfolio Optimization
Investment Advisory
ETFs
Equity Research
Wealth Management
Series 7
Institutional Investments
Fund Of Funds
Trading
Public Speaking
Business Analysis
Solutions
Strategy
Project Management
Institutional
Matthew Beardsley Summary
Matthew Beardsley, based in Kirkland, WA, US, is currently a Client CIO, OCIO Solutions, Sr. Director at Russell Investments. Matthew Beardsley brings experience from previous roles at Russell Investments. Matthew Beardsley holds a BA in Finance @ Western Washington University. With a robust skill set that includes Portfolio Management, Equities, Asset Allocation, Alternative Investments, Investment Strategies and more. Matthew Beardsley has 2 emails and 1 mobile phone numbers on RocketReach.
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