Matt DeLorenzo

Chief Investment Officer at United Asset Strategies, Inc.

39 year

Commercial Services

Consumer Services

Finance

Profile

Mr. Matthew R.
DeLorenzo is a Chief Investment Officer at United Asset Strategies, Inc. He joined the firm in January 2008, where he focuses his efforts on identifying opportunities in the bond market.
By leveraging trading relationships and utilizing his expertise on various electronic trading platforms, he obtains quality execution on trades for the firm’s clients.
Mr. DeLorenzo is also responsible for portfolio management, equity research, and security selection.
He started his financial services career on an equity trading desk at a global financial services firm.
Mr. DeLorenzo earned his BA in Political Science from Columbia University in 2007.

Matt DeLorenzo active positions

Companies	Position	Start
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.	Chief Investment Officer	2021-12-31

All active positions of Matt DeLorenzo

Former positions of Matt DeLorenzo

Companies	Position	End
Dewey & LeBoeuf LLP Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Dewey & LeBoeuf LLP provides legal services. Its services include complex litigation, government investigations, international trade, antitrust, tax and bankruptcy. The company provides its services for the banking, energy, utilities, insurance, telecommunications, consumer electronics and manufacturing sectors. Dewey & LeBoeuf is headquartered in New York, NY	Corporate Officer/Principal	2007-12-30

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Training of Matt DeLorenzo

The Trustees of Columbia University in The City of New York

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Dewey & LeBoeuf LLP Dewey & LeBoeuf LLP Miscellaneous Commercial ServicesCommercial Services Dewey & LeBoeuf LLP provides legal services. Its services include complex litigation, government investigations, international trade, antitrust, tax and bankruptcy. The company provides its services for the banking, energy, utilities, insurance, telecommunications, consumer electronics and manufacturing sectors. Dewey & LeBoeuf is headquartered in New York, NY	Commercial Services
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.	Finance