Profile
Mr. Matthew D.
Zuck, CFA MBA, is a Managing Partner at Merchant Adventure Investment Advisors LLC.
Mr. Zuck was employed as a SVP & Senior Portfolio Manager by SKBA Capital Management LLC and a Principal by FactSet Research Systems, Inc.
He received his B.A. degree in Philosophy, Political Science, and Economics from Pomona College in 1994 and his M.B.A. degree from both Columbia Business School and the Hass School of Business at UC Berkeley.
Matthew Zuck active positions
| Companies | Position | Start |
|---|---|---|
Merchant Adventure Investment Advisors LLC
Merchant Adventure Investment Advisors LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | 01/05/2018 |
Former positions of Matthew Zuck
| Companies | Position | End |
|---|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | - |
SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Analyst-Equity | - |
Training of Matthew Zuck
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 | 6 |
|---|---|
FactSet Research Systems, Inc.
FactSet Research Systems, Inc. Financial Publishing/ServicesCommercial Services Provides on-line integrated database services to the global financial community | Commercial Services |
SKBA Capital Management LLC
SKBA Capital Management LLC Investment ManagersFinance SKBA aims to outperform their benchmarks over a market cycle while maintaining appropriate risk exposure. The firm applies a team based approach to the investment decision making process. Their research effort is centralized to ensure that investment ideas are implemented consistently across clients in each investment discipline. SKBA applies similar portfolio construction methods to all equity strategies. They aim to construct a portfolio of 40-60 stocks diversified by sector to control risk. Their bottom-up approach to stock selection highlights industries and sectors with the most attractive valuations. For fixed income, the strategy team uses active interest rate anticipation and the analysis of quality spreads to determine the composition of issues held in a portfolio. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merchant Adventure Investment Advisors LLC
Merchant Adventure Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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