Best Investors Account Sign in
Inactive

Erin Clare Mccloskey

Matter Family Office

Denver, CO

St Louis, MO

Claim This Profile
Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-04-01
MO RA APPROVED 2020-04-01
  • CO RA
    APPROVED
    Since 2020-04-01
  • MO RA
    APPROVED
    Since 2020-04-01

Branch Locations

210 University Blvd Suite #220, Denver, CO 80206 • United States

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tnl Asset Management Llc Louisville CO 03/2018 03/2020
Tnl Asset Management Llc Louisville CO 08/2018 03/2020
First Western Trust Denver CO 05/2014 03/2018
Matter Family Office Clayton MO 03/2020 Present
  • 03/2018 → 03/2020
    Tnl Asset Management Llc
    Louisville, CO
  • 08/2018 → 03/2020
    Tnl Asset Management Llc
    Louisville, CO
  • 05/2014 → 03/2018
    First Western Trust
    Denver, CO
  • 03/2020 → Present
    Matter Family Office
    Clayton, MO
Previous Registrations
Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor