BIOGRAPHY



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Matthew Taub
Director of Corporate & Institutional Sales

Matt Taub is the Director of Corporate & Institutional Sales at CPM Group.

Matt joined CPM Group in 2011. He currently manages CPM Group's Corporate and Institutional sales activities, as well as its Client Relations. Since joining CPM Group, Matt has also been actively involved in the firm's marketing efforts.

Matt brings with him more than 15 years of financial market experience. Matt spent the majority of his career in finance with Morgan Stanley, where he worked his way up the ranks to Senior Vice President. He was the recipient of multiple outstanding achievement awards, and was named as a member of the Director's Club. Matt was subsequently recruited by Wachovia, and ultimately left Morgan Stanley to join Wachovia. As a Senior Vice President at Wachovia, Matt focused on the use of derivative strategies for the management of large, concentrated, single stock positions for executives of public companies. While at Wachovia, Matt was awarded entry into the Chairman's Circle of Excellence, and was designated a Premier Advisor. Throughout his career, he has had exposure to many different aspects of finance and the financial markets. In addition to his financial market expertise, Matt has an in-depth, working knowledge, in the areas of Financial Planning, GAAP, ISRF, Estate, and Tax Planning.

Matt received an MBA in Finance and Accounting from Fordham University, Graduate School of Business, where he graduated first in his class. He is a member of the University's Dean's List, and has been admitted to a number of Honor Societies including Phi Kappa Phi, Beta Gamma Sigma, Omicron Delta Epsilon, and the FMA.