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Key people at DeMatteo Monness.
DeMatteo Monness is an independent broker-dealer based in Manhattan, New York, that provides research services and expert network consultations to the institutional investment community. The firm operates under a broker-dealer model, offering idea forums, written research, and one-on-one expert calls in exchange for brokerage fees across sectors like technology, consumer retail, industrials, energy, and healthcare. As of 2009, the organization maintained a proprietary network of tens of thousands of industry experts to serve a customer base of more than 200 institutional clients, including mutual funds, hedge funds, and private equity firms. Key personnel guiding the firm's compliance-focused research operations include Chief Executive Officer Joseph DeMatteo, Director of Research Hans Noering, former Managing Director David Shook, and Chief Financial Officer Artur Kurasiewicz. DeMatteo Monness was originally founded in 1997 by Joe DeMatteo and Bill Monness.
DeMatteo Monness, operating as DeMatteo Research LLC, is an independent broker-dealer founded in 1998 that provides research services, expert networks, and agency trading to institutional investors, primarily hedge funds and mutual funds.[1][2][6] Its mission centers on delivering buy-side generated ideas, topical research notes, and facilitated connections through a centralized investor portal, conference calls, and 1:1 expert access, all under rigorous FINRA compliance protocols.[2] The firm focuses on equities and industries via curated expert content from private company executives, former Fortune 500 professionals, and licensed Series 86/87 analysts, with no explicit emphasis on startup investments but serving the broader institutional ecosystem through idea generation and due diligence support.[1][2] Headquartered in New York with offices in Boston, Washington, DC, and Shanghai, it employs about 41 people and generates around $10.8 million in revenue.[1]
DeMatteo Research was established in 1998 (with some sources noting 1997) as an independent broker-dealer to serve the institutional investment community, evolving from a research-focused entity into a full-service provider of ideas, insights, and connections.[1][2][4] Key details on founding partners are not specified in available records, but the firm has grown into a privately held operation with a global footprint, including offices in New York (headquarters at 510 Madison Ave Fl 14), Boston, Washington, DC, and Shanghai.[1][2] Its evolution emphasizes symbiotic relationships for investment idea generation, incorporating compliance-approved expert networks and written research, while maintaining a commitment to philanthropy in education, scientific research, child psychology, and veteran support alongside investment community partners.[2][4]
DeMatteo Research rides the trend of demand for independent, compliance-vetted research in an era of fragmented information and heightened regulatory scrutiny for institutional investors.[2][6] Its timing aligns with the growth of hedge funds and mutual funds seeking alpha through expert-sourced ideas amid volatile markets, where traditional sell-side research has diminished.[1][2] Market forces like globalization (Shanghai office) and the rise of alternative data sources favor its model, positioning it as a connector in the investment ecosystem rather than a direct startup investor.[1] By facilitating due diligence on stocks, industries, and private companies, it indirectly supports tech and innovation sectors through informed capital allocation by its clients.[2]
DeMatteo Research is poised to expand its expert network and portal amid rising needs for specialized, compliant research in AI-driven markets and private equity due diligence. Trends like alternative data proliferation and ESG integration could amplify its role, potentially growing through tech-enhanced platforms or deeper Asia-Pacific ties via Shanghai. Its influence may evolve from niche provider to key enabler for institutional tech bets, sustaining its 25+ year edge in idea generation.[2] This positions it solidly as a behind-the-scenes force in institutional investing, much like its foundational promise of ideas, insight, and connections.[2]
Key people at DeMatteo Monness.
