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Matthew Werner
Portfolio Manager-Fixed Income at RSW Investments Holdings LLC
Matthew Werner active positions
Companies | Position | Start | End |
---|---|---|---|
RSW Investments Holdings LLC
![]() RSW Investments Holdings LLC Investment ManagersFinance RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Portfolio Manager-Fixed Income | 2019-03-31 | - |
Career history of Matthew Werner
Former positions of Matthew Werner
Companies | Position | Start | End |
---|---|---|---|
RSW Investments LLC
![]() RSW Investments LLC Investment ManagersFinance RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Analyst-Fixed Income | 2005-02-28 | 2009-12-31 |
Portfolio Manager-Fixed Income | 2009-12-31 | 2019-03-31 | |
PGIM, Inc.
![]() PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Corporate Officer/Principal | 2000-12-31 | - |
Training of Matthew Werner
University of Delaware | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Fixed Income | 2 |
Analyst-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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PGIM, Inc.
![]() PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Finance |
RSW Investments LLC
![]() RSW Investments LLC Investment ManagersFinance RSW Investments LLC is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Robert Waas in 2005. They specializes in the management of separate account municipal bond portfolios for individual investors and provides investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Finance |
RSW Investments Holdings LLC
![]() RSW Investments Holdings LLC Investment ManagersFinance RSW Investments Holdings LLC (RSW) is an independent investment advisory firm headquartered in Summit, New Jersey. The firm was founded by Rob Waas in 2019. RSW specializes in the professional management of separate account municipal bond portfolios for individual investors. They may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities. | Finance |
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