Senior Investment Consultant - Thornburg Investment Management
Denver, Colorado, United States
Contact Info
982 followers
500+ connections
Activity
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529 education plan dollars can now be rolled into a Roth IRA Thanks to Secure Act 2.0, 529 plan beneficiaries can now roll funds over from their…
529 education plan dollars can now be rolled into a Roth IRA Thanks to Secure Act 2.0, 529 plan beneficiaries can now roll funds over from their…
Liked by Matias Cleland, AIF®
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Whether you are a hockey or sports fan or not - tonight is must watch TV. The NHL season is one of the longest. 82 regular season games. Hockey…
Whether you are a hockey or sports fan or not - tonight is must watch TV. The NHL season is one of the longest. 82 regular season games. Hockey…
Liked by Matias Cleland, AIF®
Experience
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Natixis Investment Managers
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Professional Hockey Player
Adirondack Thunder
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Professional Hockey Player
Toronto Marlies
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Education
Licenses & Certifications
Courses
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Business Statistics
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Financial Accounting
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Financial Institutions
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Financial Management
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Financial Policy
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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
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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
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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
More activity by Matias
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Major milestones for the Fed are all behind us. The Fed did ‘nothing’ at their June meeting, exactly what I argued they should do, and exactly what…
Major milestones for the Fed are all behind us. The Fed did ‘nothing’ at their June meeting, exactly what I argued they should do, and exactly what…
Liked by Matias Cleland, AIF®
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I am excited to share news about a new initiative to create a student-managed consulting group at Paul College. We are very much at the beginning of…
I am excited to share news about a new initiative to create a student-managed consulting group at Paul College. We are very much at the beginning of…
Liked by Matias Cleland, AIF®
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Throwback Thursday! Fun fact: Did you know our founders Thane Cleland and Gary Woolworth went to the same High School and even played a season of…
Throwback Thursday! Fun fact: Did you know our founders Thane Cleland and Gary Woolworth went to the same High School and even played a season of…
Liked by Matias Cleland, AIF®
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Despite advisors reporting they provide #financialplanning that exceeds expectations, nearly 60% of investors feel differently. Here's how to close…
Despite advisors reporting they provide #financialplanning that exceeds expectations, nearly 60% of investors feel differently. Here's how to close…
Liked by Matias Cleland, AIF®
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The European Fantastic Five outperformed the U.S. Magnificent Seven from December 2021 to Q1 2024, returning 32% versus 25%, with less risk and…
The European Fantastic Five outperformed the U.S. Magnificent Seven from December 2021 to Q1 2024, returning 32% versus 25%, with less risk and…
Shared by Matias Cleland, AIF®
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Happy Father's Day to all the dads and father figures in our lives! A special shoutout to Pappy and Popser!! Today we recognize and reflect on all of…
Happy Father's Day to all the dads and father figures in our lives! A special shoutout to Pappy and Popser!! Today we recognize and reflect on all of…
Liked by Matias Cleland, AIF®
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The European Fantastic Five outperformed the U.S. Magnificent Seven from December 2021 to Q1 2024, returning 32% versus 25%, with less risk and…
The European Fantastic Five outperformed the U.S. Magnificent Seven from December 2021 to Q1 2024, returning 32% versus 25%, with less risk and…
Liked by Matias Cleland, AIF®
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Excited to have you join our growing distribution team Jerry and know you will be a valuable resource to our clients. Welcome aboard!!
Excited to have you join our growing distribution team Jerry and know you will be a valuable resource to our clients. Welcome aboard!!
Liked by Matias Cleland, AIF®
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I’m very proud of my colleague Emily Leveille, CFA who was recently selected to join the Bloomberg New Voices program! Since 2018 and admirably…
I’m very proud of my colleague Emily Leveille, CFA who was recently selected to join the Bloomberg New Voices program! Since 2018 and admirably…
Liked by Matias Cleland, AIF®
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We are excited to welcome Alexa Flader to The Michalzuk Group as an Intern. Alexa is an incoming senior pursuing a triple major in Finance…
We are excited to welcome Alexa Flader to The Michalzuk Group as an Intern. Alexa is an incoming senior pursuing a triple major in Finance…
Liked by Matias Cleland, AIF®
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I am excited to have the opportunity to have my girls' intern with me this Summer! Yesterday was their first day. Campbell will be working on a Dave…
I am excited to have the opportunity to have my girls' intern with me this Summer! Yesterday was their first day. Campbell will be working on a Dave…
Liked by Matias Cleland, AIF®
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Last night I attended Upper Darby High School’s Senior Awards night to hand out the first ever Livoy Family Scholarship to recognize a student…
Last night I attended Upper Darby High School’s Senior Awards night to hand out the first ever Livoy Family Scholarship to recognize a student…
Liked by Matias Cleland, AIF®
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