Roger Michael Matloff
Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profile
Mr. Roger M.
Matloff is a Managing Director, Wealth Management Advisor & Global Institutional Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in 1994 and is a specially designated Bank of America Merrill Lynch Global Institutional Consultant.
He focuses on analytical investment and nonprofit management programs for many foundation and endowment clients.
He selects customized asset allocation models, researches and analyzes investment managers and reviews performance to help clients pursue their investment objectives.
In his role as Global Institutional Consultant, he helps to increase the organizational efficiency of nonprofit clients through strategies such as charity efficiency analysis, fundraising efficiency analysis, blind risk modeling and dynamic portfolio optimization, and investment policy review.
Mr. Matloff graduated with honors from Rutgers University with an undergraduate degree in Economics and an MBA in Finance and Deterministic Optimization Modeling.
He completed studies of Market Theory and Econometrics at Oxford University under a private foundation grant.
Roger Michael Matloff active positions
| Companies | Position | Start |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portfolio Manager-Equities | 1994-11-30 |
Former positions of Roger Michael Matloff
| Companies | Position | End |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portfolio Manager-Equities | - |
Training of Roger Michael Matloff
| Rutgers State University of New Jersey | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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