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Senior Associate
Philadelphia
Client Advisory
Joseph is a Senior Associate in the Pennsylvania office.
Prior to joining Cerity Partners, Joe served as an Analyst at Permit Capital Advisors, LLC. In that role, he contributed to all aspects of the research process, including due diligence on existing and new managers. Prior to joining Permit, Joe was an Investment Analyst at Pension Consultants, Inc., where he assisted with the manager research process for the firm’s defined benefit and defined contribution clients. Earlier, he spent time as a proprietary trader at Chimera Securities. Joe’s prior experience includes due diligence on direct real estate and other alternative investments at Independent Financial Group, as well as risk management and reporting for institutional alternative assets at TorreyCove Capital Partners.
Joseph Matus
Economic & Market Update
In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized opportunities. Through reshoring, companies can build resilience, stability, and prosperity by bringing production back to domestic or regional markets. This white paper explores the transformative potential of reshoring, uncovering strategies for success in an interconnected global landscape.
Financial Planning
With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills reached a yield as high as 5%, further turning cash from a zero-yielding liquidity management tool to an attractive asset class of its own. Bank checking and savings accounts have […]
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