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Matthew Espinosa

Senior Investment Operations Manager at Ford Estates, LLC
Intro Book
Matthew Espinosa is a seasoned investment professional with 5+ years of experience in asset management, portfolio management, and financial analysis, holding a Bachelor of Science degree in Mathematics from Eastern Michigan University.
  • Claim this Profile
Location
West Bloomfield Township, Michigan, United States, US
Skills
  • Investments
  • Asset Management
  • Mutual Funds
  • Bloomberg
  • Trading
  • Show all
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Bio

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Matthew Espinosa is a seasoned investment professional with a proven track record of delivering exceptional wealth management and asset allocation expertise. With over five years of experience as a Senior Investment Operations Manager at Ford Estates, LLC, he has established a reputation for his meticulous approach to portfolio management and risk analysis. Matthew's expertise spans multiple asset classes, including investments, mutual funds, and financial analysis, with a strong proficiency in Bloomberg and Orion platforms.

Experience

  • Ford Estates, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Operations Manager
      • Jan 2022 - Present

      Established over 65 years ago, Ford Estates, LLC is a single-family office based in Detroit, Michigan. We deliver comprehensive Wealth Management, Investment Advisory and Lifestyle Management Services to our client-families.

    • Investment Operations Manager
      • Aug 2018 - Feb 2022

      Established over 65 years ago, Ford Estates, LLC is a single-family office based in Detroit, Michigan. We deliver comprehensive Wealth Management, Investment Advisory and Lifestyle Management Services to our client-families.

  • Abakus Group LLC
    • Miami/Fort Lauderdale Area
    • Partner
      • Jan 2017 - Feb 2022
      • Miami/Fort Lauderdale Area

  • Telemus
    • Southfield, Michigan, United States
    • Portfolio Accounting Manager
      • Jan 2013 - Aug 2018
      • Southfield, Michigan, United States

  • Munder Capital Management
    • Birmingham, Michigan, United States
    • Operations Specialist
      • Jun 2009 - May 2011
      • Birmingham, Michigan, United States

  • Telemus Capital Partners
    • Southfield, Michigan, United States
    • Fee Bill/Portfolio Associate
      • Apr 2008 - Jul 2009
      • Southfield, Michigan, United States

  • Aerotek Commercial Staffing
    • Data Analyst
      • Aug 2007 - Apr 2008

Education

  • 2003 - 2008
    Eastern Michigan University
    Bachelor of Science (B.S.), Mathematics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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