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Portfolio Manager, Co-Cio of Equities, Member · Atalanta Sosnoff Capital, LLC

Matthew W. Ward

CRD 2664447 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Atalanta Sosnoff Capital, LLC, an SEC-registered asset manager based in New York, NY with $5.0 billion in regulatory assets, lists Matthew W. Ward on its Form ADV as Portfolio Manager, Co-Cio of Equities, Member, a control person. The SEC filings also name Matthew at 1 other registered adviser.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Craig B SteinbergMember, President, Chief Investment Officer, Portfolio Manager, Atalanta Sosnoff Capital, LLC
  • Robert F. RulandMember, Director of Research, Portfolio Manager, Co-Cio of Equities, Atalanta Sosnoff Capital, LLC
  • Michael R. KuchlerChief Compliance Officer/ Chief Operating Officer/ Chief Financial Officer, Atalanta Sosnoff Capital, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.