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Matthew Friedman

Matthew Friedman

Partner, Head Of Client Service at Capital Counsel Llc/ny

New York, NY , United States

About

Matthew Friedman is a partner at CAPITAL COUNSEL LLC in New York, where he contributes to portfolio management, equity research, and strategic investment decisions for high-net-worth individuals and families. Having joined the firm full-time in 2013 after initially interning in 2010, he became a partner in 2020, reflecting his longstanding commitment and impact within the organization.

Friedman focuses primarily on U.S. equities, applying intensive fundamental research to identify long-term investments in quality businesses across diverse sectors. His expertise spans industries including technology, consumer goods, healthcare, and financial services, emphasizing securities selection and personalized client portfolio management.

He holds a BA in International Political Economy from Colorado College and an MBA in Finance and Management from NYU Stern School of Business, adding strong academic credentials to his professional background. Friedman's promotion to partner and his contributions to rigorous investment analysis and client service are regarded as notable achievements in the private wealth management industry.

Career History

OrganizationRoleDate RangeDetails
Capital Counsel LLCPartner, Head Of Client ServiceApr 2020 to Present
Capital Counsel LLCHead of Client ServiceMar 2017 to Present
Capital Counsel LLCClient Service AssociateJun 2013 to Mar 2017
State StreetWMS InternJun 2012 to Aug 2012
Capital Counsel LLCOffice AssistantJun 2010 to Aug 2011

Education

NYU Stern School of Business

Master of Business Administration - MBA, Finance, Management

2018 2020

Colorado College

Bachelor of Arts (B.A.), International Political Economy

2009 2013

Trinity School, NYC

1996 2009

Skills & Expertise

Microsoft Office
Drum Set
Data Analysis
Political Science
Management
PowerPoint
Microsoft Excel
Public Speaking
Change Management
Team Leadership
Training
Wilderness First Aid
Advent
Account Management
Spanish

Others at Capital Counsel Llc/ny (3)

NameRoleLocation
Pauline Meehan
Pauline Meehan
PartnerNew York, NY , United States
Terence Greene
Terence Greene
PresidentNew York, NY , United States
Sam Magid
Sam Magid
PartnerNew York, NY , United States

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