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

Matthew DeLorenzo
Chief Executive Officer and Chief Investment Officer
United Asset Strategies Inc
United States, New York, New York
About Me
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
Lee Delorenzo
Co-Founder
Andy Selfors
Director, Portfolio Management & Fixed Income Trading
MR
Michael Riccardi
President
WL
Wei Lee
Director, Portfolio Management & Equity Research
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services