Matthew H. Robertson
Profile
Mr. Matthew H.
Robertson is a Managing Director at Wells Fargo Family Wealth.
Mr. Robertson previously worked as a Principal at OFFIT Investment Group and a Financial Consultant by Merrill Lynch & Co., Inc. He was also a Senior Portfolio Manager at RidgeWorth Capital Management.
Mr. Robertson holds a Bachelor of Science degree in Business Administration from Nicholls University, and earned his Master of Science in Finance from Louisiana State University.
In addition, he holds the professional designation of Chartered Financial Analyst.
Former positions of Matthew H. Robertson
| Companies | Position | End |
|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portfolio Manager-Equities | 06/08/2013 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Portfolio Manager-Equities | 31/12/1995 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | - |
Training of Matthew H. Robertson
| Nicholls State University | Undergraduate Degree |
| Louisiana State University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
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