Matthew Pollinger
Partner - Portfolio Manager, Equity Research and Trading at Klingenstein Fields & Co. LP
About
Matthew J. Pollinger is a Partner, Portfolio Manager, and key member of the Equity Research and Trading team at Klingenstein Fields Advisors in New York, NY. He is responsible for managing equity portfolios, conducting in-depth research, and executing trades for high net worth individual clients. His investment focus centers on public equities, where he applies fundamental analysis to identify value across multiple sectors.
In addition to his role at Klingenstein Fields Advisors, Mr. Pollinger serves as a Director at Brandywine Trust Group, where he contributes to governance and oversight at the organization. His previous experience includes serving as an Associate Equity Analyst specializing in Real Estate Investment Trusts (REITs) at TD Securities, providing him with extensive expertise in real estate and publicly traded asset classes.
Mr. Pollinger holds an MBA and an MS in Finance from the University of Rochester, as well as a Bachelor of Science with double majors in Applied Economics and Business Administration (Finance concentration) from Ithaca College. He is recognized for his analytical rigor, multi-sector research experience, and proven ability to deliver tailored investment strategies for sophisticated clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Klingenstein Fields Advisors | Partner - Portfolio Manager, Equity Research and Trading | Jan 2016 to Present | • Manage portfolios for ultra high net worth individuals and families consistent with their long term objectives • Focused on protecting client assets from unnecessary taxation and weak risk investmen... |
| Brandywine Trust Group | Director | Jan 2022 to Present | • Member of the Board of Directors which is responsible for the governance and oversight of Brandywine Trust Group, Brandywine Trust Company, and Brandywine Group Advisors • Member of the audit commit... |
| TD Securities | Associate Equity Analyst | REITs | Jan 2013 to Jan 2016 | • Maintain, update, and create financial models, earnings estimates, and valuations for companies in the Healthcare, Retail, and Triple Net REIT (real estate investment trust) subsectors. Forecast sam... |
| Neuberger Berman, L.L.C. | Portfolio and Equity Analyst | Jun 2012 to Aug 2012 | • Conducted quantitative research specific to the housing and HVAC sectors, focused on the long term outlook and constructed models for valuation of RPM & EnPro Industries • Created an market based mo... |
| Klingenstein Fields Advisors | Private Equity Analyst | Jun 2010 to Aug 2010 | • Engaged in detailed research of target companies • Created customized industry briefs for the private equity unit • Performed due diligence, reviewed and adjusted NDA’s, generated new investment str... |
| Klingenstein Fields Advisors | Equity Analyst | Jun 2008 to Aug 2008 | • Attended research meetings, interacted with analysts, and earnings calls • Reviewed third parties’ reports and condensed industry data for the research team • Performed fundamental and technical ana... |
Education
University of Rochester
Master of Business Administration (MBA)
2011 — 2013
University of Rochester
Master of Science in Finance (MSF)
2011 — 2012
Ithaca College
Bachelor of Science, Double Majored in Applied Economics & Business Administration with a Concentration in Finance
2007 — 2011
Skills & Expertise
Others at Klingenstein Fields & Co. LP (8)
| Name | Role | Location |
|---|---|---|
I Ian Maccallum | partner | New York, NY , United States |
 | Partner and Portfolio Manager | New York, NY , United States |
 | Portfolio Manager (Wertheim and Co.) | New York, NY , United States |
 | Senior Vice President, Portfolio Manager | New York, NY , United States |
M Mike Champness | Analyst | New York, NY , United States |
 | Head of Manager Research and Portfolio Manager | Rockville Centre, NY , United States |
B Brian S | Manager Research Associate | United States |
C Colleen Jones | Partner | New York, NY , United States |