![Rebecca Mathews](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Rebecca Mathews worked as a Portfolio Manager at The Bank of New York Mellon Corp.
(Wealth Management) from 2016 to 2020.
Prior to that, she held positions as Principal at Bank of America Capital Advisors LLC, Atherton Lane Advisers LLC, and Dean Witter Reynolds, Inc. She also served as Vice President of Operations at Lewis & Mathews Investment Management, Inc.
Former positions of Rebecca Mathews
| Companies | Position | End |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Equities | 01/09/2020 |
Atherton Lane Advisers LLC
 Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Portfolio Manager-Equities | 30/04/2016 |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Lewis & Mathews Investment Management, Inc.
 Lewis & Mathews Investment Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Lewis & Mathews Investment Management, Inc.
Lewis & Mathews Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
- Stock Market
- Insiders
- Rebecca Mathews
