Career history of Matt Balaker
Former positions of Matt Balaker
| Companies | Position | Start | 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 | 2013-12-31 | 2017-03-28 |
| Portfolio Manager-Equities | 2013-12-31 | 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 | 2009-05-31 | 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 | 2001-10-31 | 2009-03-31 |
Training of Matt Balaker
| University of California, Los Angeles | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
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