Matthew Petricone

Recruited by President and Founder to join RIA with $2.5B in AUM. Advising team of 8 equity sector leads to build research and investment processes with the ultimate goal of replacing the outgoing CIO upon their retirement in 2027. Also constructing equity portfolios for clients with >$10M in AUM.

Senior member of a TMT long/short portfolio team with >$4B in AUM. Covered Memory, Semiconductor Capital Equipment and Asia Supply Chain stocks. Recruited by PM who subsequently launched an AI-dedicated fund with Point72.

Actively invested across US, Taiwan, Korea and Japan to generate over $60M of investment returns. Firm absorbed by Wellington Management in Boston, MA.

Recruited by Partner to help scale capital managed from $500M to $1B. Covered 30+ stocks in the Semiconductor, Semicap and Comm Equipment sectors.

Top-ranked specialist ranked by Institutional Investor Magazine (#2 in 2017/2018 and #3 2016). Provided actionable TMT investment ideas for external clients while also servicing Investment Banking, Equity Trading, Fixed Income and Derivatives divisions internally.

Drove actionable investment ideas across Hardware, Software, Internet and Semiconductor sectors. Organically developed Cowen’s first ever daily TMT publication sent to ~500 investment clients.

Analyst at Long/Short Equity Hedge Fund with $75M in AUM. Top ranked Barron’s fund in 2009.

Recruited by Analyst to be the Lead Associate across two different platforms (KBW and CIBC). Covered publicly traded exchanges, asset management and trading firms.

Secondary associate on II-ranked team at Bear, Stearns following acquisition of Fox-Pitt, Kelton.