Matthew Adam Valeri

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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 US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services	Corporate Officer/Principal	2011-12-30
Charles River Systems, Inc. Charles River Systems, Inc. Packaged SoftwareTechnology Services Provides asset and investment management software & technology services	Corporate Officer/Principal	2006-12-30
EFG Asset Management (Americas) Corp. EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods.	Portfolio Manager-Equities	-
FRANKLIN RESOURCES, INC.	Corporate Officer/Principal	-
EFG Capital Advisors, Inc. EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments.	Portfolio Manager-Equities	-

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Private companies	6
Franklin Resources, Inc. Franklin Resources, Inc. Investment ManagersFinance Operates as a holding company which provides investment management services	Finance
EFG Capital Advisors, Inc. EFG Capital Advisors, Inc. Investment ManagersFinance EFG Capital Advisors offers short-term investments, lower, moderate and higher volatility investments, and customized investment strategies using fixed income and equity securities and mutual funds, and alternative investments such as hedge funds. Client assets invested for the short term may be placed in the EFG Short Term Fund, money market funds, certificates of deposit and/or bank accounts. Clients willing to tolerate volatility are invested in a managed portfolio of assets based on the client's unique investment objectives. EFG's fixed income management includes investments in municipal and government, agency and corporate bonds. The firm utilizes external investment managers offering both index-oriented and actively-managed bond funds, focusing on active management of high-grade fixed income securities. They may incorporate high yield and emerging market fixed income securities and mutual funds into some portfolios. EFG's equity management includes investments in individual equity securities and mutual funds managed by external investment managers. The firm also utilizes index funds or index-based ETFs in its equity portfolios. EFG uses their proprietary asset allocation and rebalancing methodology for discretionary accounts. EFG manages a wide array of primarily private funds that invest in funds-of-funds, hedge funds and other alternative investments.	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Charles River Systems, Inc. Charles River Systems, Inc. Packaged SoftwareTechnology Services Provides asset and investment management software & technology services	Technology Services
US Securities & Exchange Commission US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services	Finance
EFG Asset Management (Americas) Corp. EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Private Wealth focuses on investments in various kinds of assets and securities in a variety of markets that is intended to fit within the objectives, strategies and risk profile as described by each client. The firm may analyze the securities and other investment products it recommends purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods.	Finance