Matthew Tate Whalen

Finance

Profile

Matthew Tate Whalen is the founder of Galton Capital Group LLC, which was founded in 2007.
He held the title of Partner & Portfolio Manager at Galton Capital Group LLC from 2007 to 2021.
Mr. Whalen's former job was as a Principal at Merrill Lynch, Pierce, Fenner & Smith, Inc. in 2006.

Former positions of Matthew Tate Whalen

Companies	Position	End
Galton Capital Group LLC Galton Capital Group LLC Investment ManagersFinance Founded in 2007 by Kevin Finnerty, Galton Capital Group LLC is a hedge fund manager and private equity fund manager located in Harrison, New York.	Founder	31/05/2021
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.	Corporate Officer/Principal	30/12/2006

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Private companies	2
Galton Capital Group LLC Galton Capital Group LLC Investment ManagersFinance Founded in 2007 by Kevin Finnerty, Galton Capital Group LLC is a hedge fund manager and private equity fund manager located in Harrison, New York.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.	Finance