Paul R. Matherwiez

Director of Research at Siharum Advisors LLC

Paul R. Matherwiez

Paul R. Matherwiez

Director of Research at Siharum Advisors LLC

Overview
RelSci Relationships

94

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Paul R. Matherwiez likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman & Chief Executive Officer at Siharum Advisors LLC

Relationship likelihood: Strong

Director, Wealth Management at Siharum Advisors LLC

Relationship likelihood: Strong

Secretary, Treasurer & Director at Siharum Advisors LLC

Relationship likelihood: Strong

Member, Board of Trustees at Meadowbrook School of Weston, Inc.

Relationship likelihood: Strong

Partner at Siharum Advisors LLC

Relationship likelihood: Strong

Partner at Siharum Advisors LLC

Relationship likelihood: Strong

Director of Client Services at Siharum Advisors LLC

Relationship likelihood: Strong

President & Chief Operating Officer at Daintree Advisors LLC

Relationship likelihood: Strong

Senior Vice President-Business Development at Ferris Capital LLC

Relationship likelihood: Strong

Former Investment Associate at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

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Paul R. Matherwiez
Director of Research at Siharum Advisors LLC
Education
M.B.A.

The F.W. Olin Graduate School of Business at Babson College offers graduate programs in these departments and concentrations: accounting, economics, entrepreneurship, finance, general management, health care administration, marketing, management information systems, production/operations management, quantitative analysis/statistics and operations research, and technology.

B.A. in History

Providence College (also known as Providence or "PC") is a private, coeducational, Roman Catholic university located about two miles west of downtown Providence, Rhode Island, United States, the state's capital city. It is the only college or university in North America administered by the Dominican Friars.

Memberships
Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Career History
Director of Research
2013 - Current

Siharum Advisors LLC provides investment advice. The firm provides affluent individuals, families, trusts, and foundations with customized investment management solutions. It also offers outsourced CIO services, discretionary management process and investment consulting process services. The company was founded by Bala Cumaresan in 2008 and is headquartered in Boston, MA.

Analyst
Tenure Unconfirmed
Vice President
2006 - Prior

Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management.The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle.Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500.Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle.The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives.Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives.

Boards & Committees
Member, Board of Directors
2013 - Current

Siharum Advisors LLC provides investment advice. The firm provides affluent individuals, families, trusts, and foundations with customized investment management solutions. It also offers outsourced CIO services, discretionary management process and investment consulting process services. The company was founded by Bala Cumaresan in 2008 and is headquartered in Boston, MA.

Awards & Honors
CFA (Chartered Financial Analyst)
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