Matt Berler
Director/Board Member at Jewish Community Federation of San Francisco
Matt Berler active positions
Companies | Position | Start | End |
---|---|---|---|
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA. | Director/Board Member | - | - |
Career history of Matt Berler
Former positions of Matt Berler
Companies | Position | Start | End |
---|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 30/12/2002 | 30/12/2002 |
Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | 31/12/1986 | - |
Institute for Defense Analyses
Institute for Defense Analyses State AgencyGovernment Institute for Defense Analyses provides technical analyses of weapons systems and programs to federal agencies. It is a federally funded research organization that works primarily for the US Government's defense agencies. Its research areas include systems evaluations, technology assessments, resource & support analyses, and strategy assessments. The company was founded in 1947 and is headquartered in Alexandria, VA. | Corporate Officer/Principal | 31/12/1984 | 31/12/1984 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Chief Executive Officer | 27/10/2011 | - |
Portfolio Manager-Equities | 31/12/2002 | - | |
Portfolio Manager-Fixed Income | 31/12/2002 | - | |
President | 27/10/2011 | - |
Training of Matt Berler
Cornell University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Institute for Defense Analyses
Institute for Defense Analyses State AgencyGovernment Institute for Defense Analyses provides technical analyses of weapons systems and programs to federal agencies. It is a federally funded research organization that works primarily for the US Government's defense agencies. Its research areas include systems evaluations, technology assessments, resource & support analyses, and strategy assessments. The company was founded in 1947 and is headquartered in Alexandria, VA. | Government |
Jewish Community Federation of San Francisco
Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA. | Commercial Services |
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