Matthew Talbot

Corporate Officer/Principal at

CFA Society of Seattle

Commercial Services

Consumer Services

Finance

Profile

Mr. Matthew P.
Talbot is a Member at CFA Institute, a Member at CFA Society of Seattle and a Member at The Seattle Alternative Investment Association.
Mr. Talbot was previously employed as an Investment Director by The Clarius Group LLC, a Partner by Bristlecone Advisors LLC, and a Member by Social Venture Partners.
He received his undergraduate degree from Oregon State University and an MBA from the University of Washington.

Matthew Talbot active positions

Companies	Position	Start
CFA Society of Seattle CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants	Corporate Officer/Principal	-
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
The Seattle Alternative Investment Association	Corporate Officer/Principal	-

All active positions of Matthew Talbot

Former positions of Matthew Talbot

Companies	Position	End
The Clarius Group LLC The Clarius Group LLC Investment ManagersFinance Clarius' investment strategies are specifically tailored to each client and they are based on a long-term investment horizon. The firm focuses particularly on the trade-off of return as compensation for accepting investment risk and the effects of investment costs, inflation, and taxes on investment returns. Their highest priority is developing the specific asset allocation appropriate to each client’s goals, objectives, constraints, risk tolerance and unique circumstances. They employ both passive and active investment strategies.	Chief Investment Officer	-
Bristlecone Advisors LLC Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research.	Corporate Officer/Principal	28/02/2015
Social Venture Partners Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Builds relationships among people and organizations	Corporate Officer/Principal	-

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Linked companies

Private companies	8
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Oregon State University Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
Social Venture Partners Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Builds relationships among people and organizations	Commercial Services
Bristlecone Advisors LLC Bristlecone Advisors LLC Investment ManagersFinance Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research.	Finance
CFA Society of Seattle CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants	Commercial Services
The Seattle Alternative Investment Association
The Clarius Group LLC The Clarius Group LLC Investment ManagersFinance Clarius' investment strategies are specifically tailored to each client and they are based on a long-term investment horizon. The firm focuses particularly on the trade-off of return as compensation for accepting investment risk and the effects of investment costs, inflation, and taxes on investment returns. Their highest priority is developing the specific asset allocation appropriate to each client’s goals, objectives, constraints, risk tolerance and unique circumstances. They employ both passive and active investment strategies.	Finance