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Matthew Talbot
Chief Investment Officer at The Clarius Group LLC
Matthew Talbot active positions
Companies | Position | Start | End |
---|---|---|---|
CFA Society of Seattle
![]() CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Corporate Officer/Principal | - | - |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - | - |
The Seattle Alternative Investment Association | Corporate Officer/Principal | - | - |
The Clarius Group LLC
![]() The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Chief Investment Officer | 2015-03-31 | - |
Portfolio Manager-Equities | 2015-03-31 | - | |
Head of Private Banking | 2015-03-31 | - |
Career history of Matthew Talbot
Former positions of Matthew Talbot
Companies | Position | Start | End |
---|---|---|---|
Bristlecone Advisors LLC
![]() Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Corporate Officer/Principal | 1999-12-31 | 2015-02-28 |
Social Venture Partners
![]() Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Social Venture Partners provides social services. It offers nonprofit and collaborative solutions. The company was founded by Kim Sanchez Rael and Margaret Walker and is headquartered in Seattle, WA. | Corporate Officer/Principal | - | - |
Training of Matthew Talbot
University of Washington | Masters Business Admin |
Oregon State University | Undergraduate Degree |
Statistics
International
United States | 8 |
Hong Kong | 2 |
Operational
Corporate Officer/Principal | 5 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Commercial Services | 4 |
Consumer Services | 3 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Social Venture Partners
![]() Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Social Venture Partners provides social services. It offers nonprofit and collaborative solutions. The company was founded by Kim Sanchez Rael and Margaret Walker and is headquartered in Seattle, WA. | Commercial Services |
Bristlecone Advisors LLC
![]() Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
CFA Society of Seattle
![]() CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Commercial Services |
The Seattle Alternative Investment Association | |
The Clarius Group LLC
![]() The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Finance |
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