David Matesic
Portfolio Manager-Equities at Atrium Investment Management Pty Ltd.
Profile
Mr. David Matesic, CFA, is a Portfolio Manager at Atrium Investment Management Pty Ltd.
Prior to joining Atrium as a Portfolio Manager, He constructed bespoke portfolio solutions for clients as a Portfolio Manager with Select Investment Partners.
He has a Bachelor of Economics, a Graduate Diploma in Applied Finance (FINSIA) and is a CFA Charterholder.
David Matesic active positions
| Companies | Position | Start |
|---|---|---|
Atrium Investment Management Pty Ltd.
 Atrium Investment Management Pty Ltd. Investment ManagersFinance Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations. | Portfolio Manager-Equities | 31/08/2017 |
Former positions of David Matesic
| Companies | Position | End |
|---|---|---|
EQT Responsible Entity Services Ltd.
 EQT Responsible Entity Services Ltd. Investment ManagersFinance EQT Responsible Entity Services Ltd. (EQT) is the boutique fund management subsidiary of EQT Holdings Ltd. (SSE: EQT) in Australia. Formerly known as OneVue RE Services Ltd., the firm was founded in 2002. EQT is headquartered in Sydney and constructs and manages multi-manager, multi-asset class portfolios for investors with various risk profiles. Additionally, they manufacture and distribute specialist investment funds. They are a socially responsible manager which allocates a percentage of their pre-tax profits to a range of local, national and international charities. | Analyst-Equity | 27/08/2014 |
Onevue Wealth Services LTD.
 Onevue Wealth Services LTD. Investment ManagersFinance Onevue Wealth Services Ltd. (OneVue) is an investment and holding firm headquartered in Sydney, Australia. Formerly known as Select Investment Partners Ltd., the firm provides investment advisory and management services to various clients. | Portfolio Manager-Equities | - |
Experiences
Positions held
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
EQT Responsible Entity Services Ltd.
EQT Responsible Entity Services Ltd. Investment ManagersFinance EQT Responsible Entity Services Ltd. (EQT) is the boutique fund management subsidiary of EQT Holdings Ltd. (SSE: EQT) in Australia. Formerly known as OneVue RE Services Ltd., the firm was founded in 2002. EQT is headquartered in Sydney and constructs and manages multi-manager, multi-asset class portfolios for investors with various risk profiles. Additionally, they manufacture and distribute specialist investment funds. They are a socially responsible manager which allocates a percentage of their pre-tax profits to a range of local, national and international charities. | Finance |
Atrium Investment Management Pty Ltd.
Atrium Investment Management Pty Ltd. Investment ManagersFinance Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations. | Finance |
Onevue Wealth Services LTD.
Onevue Wealth Services LTD. Investment ManagersFinance Onevue Wealth Services Ltd. (OneVue) is an investment and holding firm headquartered in Sydney, Australia. Formerly known as Select Investment Partners Ltd., the firm provides investment advisory and management services to various clients. | Finance |
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