Matthew A. Klatsky
Partner, Managing Director at Helix Private Wealth | Financial Services, Investments
- Role
- Partner, Managing Director at Helix Private Wealth &partners
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Matthew A. Klatsky
As a Partner – Managing Director, I work closely with clients to secure their futures…
Experience
Partner, Managing Director
Helix Private Wealth &partners
Oct 2024 — Present
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance
1995 — 1999
Skills
- Due Diligence
- Financial Modeling
- Securities
- Hedge Funds
- Financial Analysis
- Fixed Income
- Mutual Funds
- Investments
- Valuation
- Portfolio Management
- Alternative Investments
- Asset Allocation
- Electronic Trading
- Financial Services
- Finance
- Bloomberg
- Risk Management
- Equities
- Trading
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