CoverProfile

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

View more

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

More profiles to browse

Profile Photo
Lee Delorenzo
Co-Founder
Profile Photo
Andy Selfors
Director, Portfolio Management & Fixed Income Trading
WL
Wei Lee
Director, Portfolio Management & Equity Research
Profile Photo
Thomas Laviano
Director, Portfolio Management, Trading & Technical Analysis

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc