Profile
Matthew Adam Valeri worked as a Compliance Analyst at Franklin Resources, Inc. and as a Portfolio Manager at EFG Capital Advisors, Inc. and EFG Asset Management (Americas) Corp.
He also worked as a Consultant at Charles River Systems, Inc. for a brief period in 2006.
From 2007 to 2011, he worked as an Examiner at the US Securities & Exchange Commission.
Valeri received his undergraduate degree from the University of Massachusetts in 2003.
Former positions of Matthew Adam Valeri
| Companies | Position | End |
|---|---|---|
| US Securities & Exchange Commission | Corporate Officer/Principal | 2011-12-30 |
Charles River Systems, Inc.
 Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Corporate Officer/Principal | 2006-12-30 |
EFG Asset Management (Americas) Corp.
 EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Portfolio Manager-Equities | - |
| FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | - |
EFG Capital Advisors, Inc.
 EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Portfolio Manager-Equities | - |
Training of Matthew Adam Valeri
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FRANKLIN RESOURCES, INC. | Finance |
| Private companies | 4 |
|---|---|
EFG Capital Advisors, Inc.
EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies. | Finance |
| US Securities & Exchange Commission | Finance |
Charles River Systems, Inc.
Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Technology Services |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
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