Case Matheis, CFA

Director at MA Asset Management (formerly Blue Elephant)
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jan, 2021
    - Sep, 2024

Experience

  • MA Asset Management (formerly Blue Elephant)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Feb 2021 - Present

      Private Credit Investment Management

    • Associate
      • Mar 2019 - Feb 2021

  • Brownstone Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jul 2016 - Mar 2019

      Structured Products Sales & Trading Structured Products Sales & Trading

  • Duke University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student-Athlete, Men's Lacrosse
      • Aug 2012 - May 2016

      2013 & 2014 Division 1 National Champions 2013 & 2014 Division 1 National Champions

Education

  • Duke University
    Sociology (BA), Markets & Management Studies
    2012 - 2016

Community

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