Matias Cleland, AIF®

Senior Investment Consultant - Thornburg Investment Management

Denver, Colorado, United States Contact Info
982 followers 500+ connections

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Activity

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Experience

  • Thornburg Investment Management Graphic

    Senior Investment Consultant

    Thornburg Investment Management

    - Present 1 year 2 months

    Denver, Colorado, United States

  • Natixis Investment Managers

    Natixis Investment Managers

    4 years

    • Natixis Investment Managers Graphic

      Senior Director - Retirement Advisory Development Unit

      Natixis Investment Managers

      - 1 year 2 months

      Boston, Massachusetts, United States

    • Natixis Investment Managers Graphic

      Director - Retirement Advisory Development Unit

      Natixis Investment Managers

      - 1 year 4 months

      Director of Sales for Defined Contribution business in Northern CA, OR, WA, ID, MT, ND, WY, CO, HI, and AK where I manage a Multi-Billion Dollar Territory. I am responsible for working with all channels regarding sales of Mutual Funds, Target Date Funds, and other investment strategies by partnering with financial professionals. Through my experience with direct access to institutional money management at one of the top asset managers globally, I help teams in understanding market…

      Director of Sales for Defined Contribution business in Northern CA, OR, WA, ID, MT, ND, WY, CO, HI, and AK where I manage a Multi-Billion Dollar Territory. I am responsible for working with all channels regarding sales of Mutual Funds, Target Date Funds, and other investment strategies by partnering with financial professionals. Through my experience with direct access to institutional money management at one of the top asset managers globally, I help teams in understanding market environments/trends and investment options within plan menus. I have deep knowledge on investment landscape and how to help position advisors and their clients for positive long-term outcomes. Lastly, I am highly experienced through training in understanding Sustainable/ESG investments within ERISA Plans.

    • Natixis Investment Managers Graphic

      Investment Consultant

      Natixis Investment Managers

      - 1 year 4 months

      Boston, Massachusetts

      I helped manage a territory working with financial advisors across all channels. My team and I partnered with financial professionals to better understand their business and how they invest their client’s assets. Built a deep understanding of markets and how this goes hand-in-hand with model investment portfolios, Direct Indexing, Mutual Funds, Separately Managed Accounts, ETFs, and other strategies. Also gained experience and knowledge in Sustainable/ESG investments within private wealth…

      I helped manage a territory working with financial advisors across all channels. My team and I partnered with financial professionals to better understand their business and how they invest their client’s assets. Built a deep understanding of markets and how this goes hand-in-hand with model investment portfolios, Direct Indexing, Mutual Funds, Separately Managed Accounts, ETFs, and other strategies. Also gained experience and knowledge in Sustainable/ESG investments within private wealth portfolios.

    • Natixis Investment Managers Graphic

      Sales Associate

      Natixis Investment Managers

      - 5 months

      Boston, Massachusetts

  • Professional Hockey Player

    Adirondack Thunder

    - 9 months

    Glens Falls, New York

  • Professional Hockey Player

    Toronto Marlies

    - 11 months

  • University of New Hampshire Graphic

    Division 1 Student Athlete

    University of New Hampshire

    - 3 years 9 months

    Durham, New Hampshire

  • Trust Sourcing Solutions, LLC Graphic

    Financial Analyst

    Trust Sourcing Solutions, LLC

    - 2 years 3 months

    Niwot, CO

Education

Licenses & Certifications

Courses

  • Business Statistics

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  • Financial Accounting

    -

  • Financial Institutions

    -

  • Financial Management

    -

  • Financial Policy

    -

  • Intermediate Microeconomic Analysis

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  • International Financial Management

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  • Investment Analysis

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  • Management Information Systems

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  • Managerial Accounting

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  • Money and Banking

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  • Principles of Macroeconomics

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  • Principles of Microeconomics

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  • Quantitative Decision Making

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  • The Social Economy

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Projects

  • American Red Cross Thesis

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    Thesis encompassing all aspects of the American Red Cross. Researched and Analyzed the mission and impact the venture has globally, the business model, financial statements, and 990 forms of the American Red Cross. Completed deep analytics of other organizations within similar fields of ARC and measured their performance. All of this research was developed into a thesis paper explaining these aspects with a focus on the financial statements and 990 forms.

Honors & Awards

  • Hockey East All-Academic Team and Distinguished Scholar

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    Hockey East All-Academic Team: Above a 3.0 GPA each semester of a school year
    Distinguished Scholar: Maintained GPA above a 3.0 each semester all four years of school

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