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Matthew DeLorenzo

Chief Executive Officer and Chief Investment Officer

United Asset Strategies Inc

United States, New York, New York

About Me

Matt DeLorenzo earned his BA in Political Science from Columbia University in 2007. He started his financial services career on an equity trading desk at a global financial services firm before joining United in 2008, where he focuses his efforts on identifying opportunities in the bond market. By leveraging trading relationships and utilizing his expertise on various electronic trading platforms, Matt obtains quality execution on trades for the firm’s clients. He is also responsible for portfolio management, where his assessment of credit spreads, the yield curve and the macro economy drives investment decisions . Matt passed CFA level I and has completed various investment and anal

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Profile Information

Chief Executive Officer and Chief Investment Officer

United Asset Strategies Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jul 6, 2025

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