![Edward R. Matuszak](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Edward R.
Matuszak is Senior Vice President & Portfolio Manager at CapitalWorks LLC.
Prior to CapitalWorks, Mr. Matuszak was Founder and President of Highland Investment Management a firm offering an All Cap Equity product to individuals started in 2003.
He was a key member of Shaker Investments from 1995 through 2003 during which the firm grew from $90 million to over $2 billion in assets under management.
His responsibilities included investment research for both long only and hedged products; institutional client services and marketing; trading and operations.
Mr. Matuszak has 20 years of financial services experience in investment management, corporate banking; mergers and acquisition, valuation with firms such as National City Corp., Bayerische Vereinsbank and PricewaterhouseCoopers.
Mr. Matuszak received his undergraduate degree from The Ohio State University and an MBA from Case Western Reserve University.
Former positions of Edward R. Matuszak
Companies | Position | End |
---|---|---|
Shaker Investments LLC
![]() Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Corporate Officer/Principal | 31/12/2002 |
Horwath Velez & Co. PSC
![]() Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
National City Corp.
![]() National City Corp. Major BanksFinance The Group's principal activities are to provide commercial and retail banking, consumer finance, asset management, mortgage financing and payment processing services. The asset management includes both institutional asset and personal wealth management. The Group also provides home equity line of credit which consists of revolving lines of credit secured by residential real estate. Other consumer loans include installment loans for automobiles, boats and recreational vehicles, student loans. The Group provides credit card services and insurance services also. As on 31-Dec-2007, the Group operates through 1,400 branch banking offices and 4100 retail and wholesale mortgage offices located throughout the United States. On 05-Jan-2007, the Group acquired Fidelity Bankshares, Inc. | Corporate Officer/Principal | - |
Training of Edward R. Matuszak
The Ohio State University | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Shaker Investments LLC
![]() Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Finance |
National City Corp.
![]() National City Corp. Major BanksFinance The Group's principal activities are to provide commercial and retail banking, consumer finance, asset management, mortgage financing and payment processing services. The asset management includes both institutional asset and personal wealth management. The Group also provides home equity line of credit which consists of revolving lines of credit secured by residential real estate. Other consumer loans include installment loans for automobiles, boats and recreational vehicles, student loans. The Group provides credit card services and insurance services also. As on 31-Dec-2007, the Group operates through 1,400 branch banking offices and 4100 retail and wholesale mortgage offices located throughout the United States. On 05-Jan-2007, the Group acquired Fidelity Bankshares, Inc. | Finance |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Horwath Velez & Co. PSC
![]() Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington. | Commercial Services |
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