Matthew Unger
Analyst-Equity at Osterweis Capital Management, Inc.
Profile
Matthew Unger is an Equity Analyst at Osterweis Capital Management, Inc. where he has been working since 2016.
Prior to this, he worked as a Research Associate at RS Investment Management Co. LLC from 2012 to 2016 and as a Junior Analyst at Platte River Capital LLC from 2008 to 2010.
Unger received his undergraduate degree from Trinity University in 2008 and his graduate degree from Southern Methodist University in 2012.
Matthew Unger active positions
Companies | Position | Start |
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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. | Analyst-Equity | 31/03/2016 |
Former positions of Matthew Unger
Companies | Position | End |
---|---|---|
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Analyst-Equity | 31/12/2015 |
Platte River Capital LLC
Platte River Capital LLC Investment ManagersFinance Founded in 2006 by Robert Unger, Platte River Capital LLC is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. The firm primarily offers equity asset management services to high net- worth clients. | Analyst-Equity | - |
Training of Matthew Unger
Trinity University | Undergraduate Degree |
Southern Methodist University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Platte River Capital LLC
Platte River Capital LLC Investment ManagersFinance Founded in 2006 by Robert Unger, Platte River Capital LLC is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. The firm primarily offers equity asset management services to high net- worth clients. | Finance |
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Finance |
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 |
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