Profile
Mr. Matt Santini is a Portfolio Manager at CLS Investments LLC.
Prior to joining CLS in August 2011, Mr. Santini was employed as a Portfolio Manager by Milestone Capital Management.
He began his career at Citigroup.
Mr. Santini Bachelor of Arts degree in economics from Rollins College (Florida).
Former positions of Matt Santini
| Companies | Position | End |
|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Committee Member | 2014-04-30 |
Milestone Capital Management
 Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Corporate Officer/Principal | 2011-07-29 |
Training of Matt Santini
| Rollins College (Florida) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Finance |
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