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Woodbine Associates, Inc. Capital Markets Consulting and Research |
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Key Team Members
Matthew Samelson
Principal
Matt Samelson is a Principal at Woodbine Associates, Inc. focusing on strategic, business, regulatory, market structure and technology issues that impact firms active in and supporting the global equity markets. He brings to the firm a wealth of experience in U.S. and international equity sales and trading, quantitative analysis, consulting, and research.
Mr. Samelson has been quoted extensively in the media, including the Financial Times, Forbes, Business Week and CNBC Market Watch. He has also been quoted in various trade publications, including Institutional Investor, Trader Magazine, Advanced Trading, Wall Street & Technology, Wall Street Letter, Trading Technology Week, and Securities Industry News.
Prior to founding Woodbine Associates, Mr. Samelson was a senior analyst at Aite Group focusing on equity-related topics. He has also served as Director of Product Management at Liquidnet, Inc. where he contributed to enhancements of Liquidnet “Classic” and performed the initial planning for the company’s trading desk. Prior to that, Mr. Samelson served as Vice President of Global Portfolio Sales and Trading with Investment Technology Group (ITG), where he developed portfolio and single-stock trading business and managed trading relationships with investment management, mutual fund and hedge fund clients. He also worked in portfolio trading at Lehman Brothers and as a as a financial risk management consultant at Price Waterhouse. He has also served as an officer in the U.S. Navy.
Mr. Samelson began his career as a banking officer in the Europe Division of Irving Trust Company. He graduated from the bank’s credit offer training program in the 10% of his class.
Mr. Samelson received an M.B.A. in Finance and Business Policy from the University of Chicago Booth School of Business and a B.A. in Economics from Columbia College of Columbia University. He holds FINRA Series 7, 63, 55 and 24 licenses.
Sean Owens
Director, Fixed Income and Derivatives
Sean Owens is Director, Fixed Income at Woodbine Associates, Inc. focusing on strategic, business, regulatory, market structure, and technology issues that impact firm’s active in and supporting global fixed income and derivative markets.
Mr. Owens brings more than ten years experience in the fixed income and currency markets as an interest rate derivatives trader, formerly with General Re Financial Products Corporation. During that period, he traded, structured and managed the risk for trading books within the major currencies. He also played a central role unwinding the firm's derivative portfolio during the unit’s liquidation.
Mr. Owens also has experience advising a range of small businesses on strategic and tactical issues central to performance in their market segments. Mr. Owens has an M.B.A. in Finance from Columbia Business School and a B.S. in Economics from the United States Military Academy. He has also held FINRA Series 7 and 63 licenses.
Ryan Surprenant
Director of Sales and Relationship Management
rsurprenant@woodbineassociates.com
Ryan Surprenant is the firm's Director of Sales and Relationship Management. In this role, he is responsible for sales team leadership, relationship management, and driving revenue. He also contributes to product and service development.
Mr. Surprenant has almost a decade of sales and sales management experience within the financial services industry, working closely with the world’s top financial institutions, software and hardware vendors, and professional services firms.
Prior to joining Woodbine Associates, Mr. Surprenant was responsible for Aite Group’s business development efforts in the Northeast region of the United States and Canada. His experience helped secure business with some of the world’s leading banks, software/hardware vendors, and asset management firms.
Mr. Surprenant has also served as a Regional Sales Consultant in the Financial Institution Division of Columbia Management Distributors, Inc. There he was part of the team responsible for funds distribution and client management for one of the largest regions in Columbia's distribution channel. He was also a Financial Services Professional for New York Life Insurance Company where he focused on the financial needs of high net worth individuals and small businesses through the use of various investment, funding, and insurance instruments.
Mr. Surprenant earned an M.B.A with a Marketing Concentration and B.S. with a Business Information Systems Concentration from the University of Massachusetts. He has held FINRA Series 6, 7, 63 and 65 licenses.
