Matt Peltz
Director/Board Member at THE WENDY'S COMPANY
Net worth: 4 M $ as of 2024-03-30
Profile
Matthew Heffner Peltz is currently the Non-Executive Vice Chairman at The Wendy's Co. since 2021 and the Co-Chief Investment Officer at Trian Fund Management LP since 2008.
He is also a Trustee at the Hospital for Special Surgery.
Previously, he worked as a Director at Pentair plc from 2015 to 2018, at Roark Capital Group, Inc. from 2012 to 2015, at Mavericks, Inc. from 2012 to 2015, and at ARG Holdings, Inc. from 2012 to 2015.
He was also an Analyst at Goldman Sachs Asset Management LP from 2006 to 2007.
Additionally, he served as a Principal at Liberty Harbor LLC and as a Member-Managers Board at Hu Master Holdings LLC from 2014 to 2020.
Mr. Peltz graduated from Yale University with an undergraduate degree in 2006.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
WENDY'S COMPANY
0.11% | 2024-04-02 | 232,441 ( 0.11% ) | 4 M $ | 2024-03-30 |
Matt Peltz active positions
| Companies | Position | Start |
|---|---|---|
| THE WENDY'S COMPANY | Director/Board Member | 2015-12-13 |
Trian Fund Management LP
 Trian Fund Management LP Investment ManagersFinance Trian Fund Management LP (Trian) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Nelson Peltz, Edward Garden and Peter May in 2005 and do-business-as Trian Partners. Trian provides discretionary investment advisory services to a variety of domestic and offshore private investment partnerships and other investment vehicles. | Chief Investment Officer | 2007-12-31 |
Hospital for Special Surgery
 Hospital for Special Surgery Hospital/Nursing ManagementHealth Services Hospital for Special Surgery provides healthcare services. Its services include orthopedic, rheumatology, and rehabilitation specific surgery services. The company was founded by James A. Knight and Robert M. Hartley in 1863 and is headquartered in New York, NY. | Director/Board Member | - |
Former positions of Matt Peltz
| Companies | Position | End |
|---|---|---|
Hu Master Holdings LLC
 Hu Master Holdings LLC Food: Specialty/CandyConsumer Non-Durables Hu Master Holdings LLC provides food services. It offers housemade bacon, organic eggs, tea and poultry, wild fish, sea salt, minimal grains, pure non diary milks. The company was founded by Jordan Brown and Jessica Karp Haber and is headquartered in New York, NY. | Corporate Officer/Principal | 2020-11-30 |
| PENTAIR PLC | Director/Board Member | 2018-08-31 |
Roark Capital Group, Inc.
 Roark Capital Group, Inc. Investment ManagersFinance Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia. | Director/Board Member | 2015-11-30 |
Inspire Brands, Inc.
 Inspire Brands, Inc. RestaurantsConsumer Services Mavericks, Inc. owns, operates and franchises restaurant brands. It provides franchise support including restaurant development planning, design and construction, operations training, marketing and branding, and supply chain management. The company was founded by Neal K. Aronson and Paul J. Brown in 2018 and is headquartered in Atlanta, GA. | Director/Board Member | 2015-11-30 |
ARG Holdings, Inc.
 ARG Holdings, Inc. MiscellaneousMiscellaneous Part of Alliant Services, Inc., ARG Holdings, Inc. is an investment holding private company. The company is based in Havertown, PA. | Director/Board Member | 2015-11-30 |
Training of Matt Peltz
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| PENTAIR PLC | Producer Manufacturing |
| THE WENDY'S COMPANY | Consumer Services |
| Private companies | 8 |
|---|---|
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
ARG Holdings, Inc.
ARG Holdings, Inc. MiscellaneousMiscellaneous Part of Alliant Services, Inc., ARG Holdings, Inc. is an investment holding private company. The company is based in Havertown, PA. | Miscellaneous |
Liberty Harbor LLC
 Liberty Harbor LLC Real Estate DevelopmentFinance Liberty Harbor LLC operates resort residential communities. It provides spa, health club, and destination restaurant services. The company was founded by Gary M. Waxman in 1990 and is headquartered in Beachwood, OH. | Finance |
Roark Capital Group, Inc.
Roark Capital Group, Inc. Investment ManagersFinance Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia. | Finance |
Trian Fund Management LP
Trian Fund Management LP Investment ManagersFinance Trian Fund Management LP (Trian) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Nelson Peltz, Edward Garden and Peter May in 2005 and do-business-as Trian Partners. Trian provides discretionary investment advisory services to a variety of domestic and offshore private investment partnerships and other investment vehicles. | Finance |
Hospital for Special Surgery
Hospital for Special Surgery Hospital/Nursing ManagementHealth Services Hospital for Special Surgery provides healthcare services. Its services include orthopedic, rheumatology, and rehabilitation specific surgery services. The company was founded by James A. Knight and Robert M. Hartley in 1863 and is headquartered in New York, NY. | Health Services |
Hu Master Holdings LLC
Hu Master Holdings LLC Food: Specialty/CandyConsumer Non-Durables Hu Master Holdings LLC provides food services. It offers housemade bacon, organic eggs, tea and poultry, wild fish, sea salt, minimal grains, pure non diary milks. The company was founded by Jordan Brown and Jessica Karp Haber and is headquartered in New York, NY. | Consumer Non-Durables |
Inspire Brands, Inc.
Inspire Brands, Inc. RestaurantsConsumer Services Mavericks, Inc. owns, operates and franchises restaurant brands. It provides franchise support including restaurant development planning, design and construction, operations training, marketing and branding, and supply chain management. The company was founded by Neal K. Aronson and Paul J. Brown in 2018 and is headquartered in Atlanta, GA. | Consumer Services |
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