Matt is an investment analyst at Waterloo Capital, where his responsibilities include client portfolio construction, securities trading and analysis, and the management of internal investment strategies. As part of the investment committee, Matt is responsible for evaluating potential investments and managing target allocations. Additionally, he authors the firm’s weekly market commentary, synthesizing economic and market developments into key insights. Before joining Waterloo Capital, Matt spent over three years at JP Morgan’s Private Bank, where he worked closely with ultra-high net worth clients, business owners, and family offices in developing their public investment portfolios. He graduated Cum Laude from St. Mary’s University with a degree in Finance and Risk Management.
Menu