Experience

Fiducient Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Managing Partner

  • Jul 1998 - Present

  Matt is a Managing Partner and Senior Consultant. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is a member of the firm's investment committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. Matt is also a member of the firm’s Research Forum and Discretionary Committee. In 2005,… Show more Matt is a Managing Partner and Senior Consultant. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is a member of the firm's investment committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. Matt is also a member of the firm’s Research Forum and Discretionary Committee. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons). Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign. Show less



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Trust Officer - The Wealth Management Group

  • 1993 - 1998