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Matthew Friedman
Partner, Head Of Client Service at Capital Counsel Llc/ny
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Counsel LLC | Partner, Head Of Client Service | Apr 2020 to Present | — |
| Capital Counsel LLC | Head of Client Service | Mar 2017 to Present | — |
| Capital Counsel LLC | Client Service Associate | Jun 2013 to Mar 2017 | — |
| State Street | WMS Intern | Jun 2012 to Aug 2012 | — |
| Capital Counsel LLC | Office Assistant | Jun 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
Others at Capital Counsel Llc/ny (3)
| Name | Role | Location |
|---|---|---|
| Partner | New York, NY , United States | |
| President | New York, NY , United States | |
| Partner | New York, NY , United States |
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Team at Capital Counsel Llc/ny
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