Matthew Brett Terzian, CFA®, CFP®

Experience

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  Various Film Production Companies

  Jan 1993 - Jan 2002

  Motion Picture Development, Writing, Production and Distribution

  Developed, wrote, produced and distributed filmed entertainment, working with companies such as Warner Bros., HBO, Sony Pictures, National Lampoon, Alliance Atlantis, and the Gersh Agency on projects with budgets up to $15 million. Founded and led my own film production company, Bearsmouth Entertainment, and oversaw a team of 50 people producing various intellectual property. Raised capital for independent film projects in the open market. Produced screen writer, published novelist and award winning actor (https://www.imdb.com/name/nm0856182/). Show less

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  Various Commerical Real Estate Companies

  Jan 2001 - Jan 2008

  Commercial Real Estate Management, Leasing, Development, Acquisition & Disposition

  Analyzed, managed, developed, brokered, and served as a principal on real estate projects, including land, multi-family, office, retail and industrial with individual values up to $100 million and located in Southern California, Hawaii, Connecticut and Texas. Led the Southern California leasing and management team for an office and industrial portfolio (The Abbey Company) valued at over $200 million. Built and still manage a family run student apartment portfolio (www.hermosaland.com) across the state of Texas of over 200 units generating close to $2 million of annual revenue. Show less

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  Litchfield Capital & Litchfield Private Equity Group

  Jan 2008 - Jan 2010

  Chief Operating Officer, Partner

  Alternative investment manager with assets over $200 million. Private equity, hedge fund and real estate focus. Compliance, trading, investment research, and business development. Commercial real estate acquisition and management. Financial modeling and analysis on a project and portfolio wide basis, including IRR, NPV, and capital structure analysis.

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  BNY Mellon

  Jan 2010 - Jan 2013

  Senior Portfolio Manager, Vice President

  Wealth management, including tax planning and financial analysis, for high-net worth individuals, families, trusts, and institutions, partnering with another individual to manage approximately $2 billion of assets. Significant focus on business development and marketing. Served on company wide Fixed Income Committee.

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  Bradley, Foster & Sargent, Inc.

  Jan 2013 - Jan 2016

  Vice President

  Investment management for individuals, families, and institutions, along with business development, marketing and research. Built and managed portfolios of individual securities against a set benchmark through my own research, firm research and external research. Served on Investment Committee.

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  Resources Management Corp

  Jan 2016 - Jan 2020

  Portfolio Manager, Vice President

  Investment management, financial analysis, securities research, wealth and tax planning, marketing and operations. Manage approximately $200 million of individual securities against various benchmarks utilizing both proprietary and outside quantitative and qualitative analysis. Served on Investment Committee.

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  Advisors Capital Management

  Feb 2020 - now

  Senior Wealth Manager

  Provide individually tailored investment and wealth management solutions for individuals, families, trusts and institutions, including retirement plans.