Mathew Marino, CFA, CAIA

Junior Client Advisor @ Ehrenkranz Partners LP

Country

United States

City

New York

Industry

Investment Management

Skill

Wealth Management Services, Request for Proposal (RFP), Client Services, Alternative Investments, Investing, Problem Solving, Microsoft Outlook, Investment Strategies, Working with Investors, Investor Relations, Strategy, Asset Management, Client Presentation, Portfolio Management, Relationship Development, Market Analysis, Baseball, Lifeguarding, Cpr Certified, AED

Experience

Junior Client Advisor

Ehrenkranz Partners LP

2025-9 - Present · 1 yr 1 mo

New York, New York, United States

Senior Wealth Strategy Associate

UBS

2025-8 - 2025-10 · 3 mos

New York, New York, United States

Wealth Strategy Associate

UBS

2024-1 - 2025-8 · 1 yr 8 mos

New York, New York, United States

Mathew joined the GKB & Associates team in 2022. In his current role, his responsibilities include investment manager research, strategy implementation, tracking investment performances, trading and generating investment proposals. Mathew holds the Chartered Financial Analyst® (CFA®) designation and is a member of CFA® Society New York. He is also a CAIA charterholder. Mathew received a dual Bachelor's degree in Economics and Business Management from Skidmore College where he was also a member of the baseball team. He currently resides in Manhattan, New York.