Matt D'Attilio
Gründer bei Pegasus Partners Ltd.
Profil
Mr. Matthew D'Attilio, CFA, is a Founder, President & Chief Investment Officer at Pegasus Partners Ltd.
He is on the Board of Directors at Children's Hospital of Wisconsin Foundation, Inc. His responsibilities at Pegasus include working with families and managing the firm’s investment team that maintains a platform including all public and private investments used in family and foundation portfolios.
He was a Wealth Advisor and Equity Manager at Reinhart Partners for twelve years.
Mr. D'Attilio earned his B.A.
in economics from Bowdoin College in Brunswick, Maine and holds the Chartered Financial Analyst designation.
Aktive Positionen von Matt D'Attilio
Unternehmen | Position | Beginn |
---|---|---|
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Gründer | 01.01.2015 |
Children's Hospital of Wisconsin Foundation, Inc.
Children's Hospital of Wisconsin Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Matt D'Attilio
Unternehmen | Position | Ende |
---|---|---|
Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Analyst-Equity | 01.03.2015 |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Portfolio Manager-Aktien | 17.04.2003 |
Ausbildung von Matt D'Attilio
Bowdoin College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
Children's Hospital of Wisconsin Foundation, Inc.
Children's Hospital of Wisconsin Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools. | Commercial Services |