Matthew Remis
Principal at NewEdge Wealth- Claim this Profile
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Bio
Experience
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NewEdge Wealth
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United States
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Investment Management
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1 - 100 Employee
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Principal
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Feb 2023 - Present
Stamford, Connecticut, United States
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SVB Private
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Banking
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200 - 300 Employee
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Private Wealth Advisor, Director SVB Private
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Jan 2022 - Feb 2023
United States
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Boston Private Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Managing Director
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Jul 2020 - Feb 2023
Boston, Massachusetts, United States Responsible for growing and developing private client relationships, and delivering comprehensive strategies and solutions for high-net-worth clients.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jun 2011 - Jun 2020
Boston, MA Vice President Morgan Stanley Smith Barney LLC
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Boston Private
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United States
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Financial Services
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200 - 300 Employee
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Vice President of Investment Management and Trust
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Jan 2006 - Jun 2011
As Vice President of Investment Management & Trust Services at Boston Private Bank & Trust Company, Mr. Remis is responsible for creating investment strategies and wealth generating opportunities for clients.
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Heritage Capital Management
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Investment Management
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1 - 100 Employee
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Director of Business Development
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Apr 2003 - Jan 2006
Mr. Remis served as the Head of Business Development for Heritage Capital Management utilizing his expertise in portfolio construction and valuation. He also served as an Executive member of the Investment Committee.
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MBA Consulting Services
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Jun 2003 - Dec 2003
Provided extensive research and analysis of the international outsourcing opportunities available to this company.
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Campbell Hall
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United States
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Primary and Secondary Education
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100 - 200 Employee
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Teacher of English
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Jun 1999 - Jun 2001
Aside from serving as a 9th and 12th grade English teacher, I also taught the Senior Elective, "Self on the Run - Search for Self in Society." I also coached basketball and served as an Environmental Experience/Trip Instructor.
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Kimball Union Academy
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United States
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Education Management
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100 - 200 Employee
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English Teacher, Dean of International Students
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May 1997 - Jun 1999
Served as English Teacher for 12th grade as well as taught English as a Second Language and Senior Elective, "Self on the Run - Search for Self in Society." Served as Dormitory Parent as well as Academic Advisor Coached Varsity Basketball and Varsity Tennis
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Education
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D'Amore-McKim School of Business at Northeastern University
MBA, Finance, Economics, Marketing -
Ben-Gurion University of the Negev
Hebrew, Hebrew -
Union College
BA, English/Africana Studies/Hebrew -
Governor Dummer Academy
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Swampscott High School