Matt Falkowski

Analyst-Equity at

SeaBridge Investment Advisors LLC

Consumer Services

Finance

Profile

Mr. Matthew R.
Falkowski, CFA MBA, is a Managing Director,Client Relations & Member of Investment Committee at SeaBridge Investment Advisors LLC.
In this role, he leads client relation, business development, and trading activities.
He is a member of the SeaBridge’s Investment Committee providing support on company research and macroeconomic analysis.
He joined SeaBridge in 2014 as a Research Analyst supporting the Chairman and other portfolio managers.
Previously, he worked at Raymond James in the Relative Value Trading Group (RVT) providing trade ideas, support, and execution for institutional clients.
He then transitioned to an assistant portfolio manager role in the RVT spin off, Whitewood Investments Corporation.
He graduated cum laude from the University of Georgia with a bachelor’s degree in finance and economics.
He received his MBA from Georgia Tech Scheller College of Business.
He is a CFA charterholder.

Matt Falkowski active positions

Companies	Position	Start
SeaBridge Investment Advisors LLC SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge manages global portfolios of publicly traded securities (primarily equities but also including some other classes of securities such as Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), closed-end funds (CEFs), Business Development Companies (BDCs), Exchange-Traded Funds (ETFs), etc.)The firm combines a disciplined approach involving thorough research and proactive monitoring to make informed investment decisions.	Analyst-Equity	2013-12-31

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Private companies	3
SeaBridge Investment Advisors LLC SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge manages global portfolios of publicly traded securities (primarily equities but also including some other classes of securities such as Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), closed-end funds (CEFs), Business Development Companies (BDCs), Exchange-Traded Funds (ETFs), etc.)The firm combines a disciplined approach involving thorough research and proactive monitoring to make informed investment decisions.	Finance
Georgia Institute of Technology Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services