Profile
Mr. Matthew V.
Balaker is a Portfolio Manager at Towneley Capital Management, Inc. He develops client relationships and specializes in the management of Towneley’s non-profit institutional portfolios.
He also serves on Towneley’s investment committee.
He joined the firm in 2014.
Mr. Balaker investment management career dates back to 2001 and includes experience growing and managing private funds.
He was previously employed as a Portfolio Manager by Mickelson Investment Management LLC and an Analyst by Bristol Capital Advisors LLC.
He was a founding member of CAIA’s Southern California Educational Chapter.
He holds a B.A.
in business economics from the University of California, Los Angeles and earned his M.B.A.
at the Marshall School of Business, University of Southern California.
He is a Chartered Alternative Investment Analyst designee.
Former positions of Matt Balaker
| Companies | Position | End |
|---|---|---|
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Investment Committee Member | 2017-03-28 |
Mickelson Investment Management LLC
 Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management LLC 9s an investment advisor located in Oceanside, California. The firm is a subsidiary of David Mickelson Insurance Services | Portfolio Manager-Equities | 2012-08-31 |
Bristol Capital Advisors LLC
 Bristol Capital Advisors LLC Investment ManagersFinance Bristol Capital Advisors LLC (BCA) is an independent investment advisory firm headquartered in Thousand Oaks, California. The firm was co-founded by Paul Kessler and Diana Derycz-Kessler in 2000. BCA manages Bristol Investment Fund, Ltd., a Cayman Islands company with two feeder funds - one for US taxable investors (Bristol USA Fund LLC) and the other for non-US and US tax-exempt investors (Bristol International Fund, Ltd.). | Analyst-Equity | 2009-03-31 |
Training of Matt Balaker
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Finance |
Bristol Capital Advisors LLC
Bristol Capital Advisors LLC Investment ManagersFinance Bristol Capital Advisors LLC (BCA) is an independent investment advisory firm headquartered in Thousand Oaks, California. The firm was co-founded by Paul Kessler and Diana Derycz-Kessler in 2000. BCA manages Bristol Investment Fund, Ltd., a Cayman Islands company with two feeder funds - one for US taxable investors (Bristol USA Fund LLC) and the other for non-US and US tax-exempt investors (Bristol International Fund, Ltd.). | Finance |
Mickelson Investment Management LLC
Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management LLC 9s an investment advisor located in Oceanside, California. The firm is a subsidiary of David Mickelson Insurance Services | Finance |
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