Client Advisory

Biography

Matthew is a Partner in the Pennsylvania office.

Prior to joining Cerity Partners, Matt was a partner at Permit Capital Advisors, LLC., where he served as a senior member of the investment and client service team. He contributed to the formulation of the firm’s investment strategy and to the due diligence process across both public and private market allocations.  He led the private direct investment program at the firm, including venture, real estate, and private equity and debt investments.

Prior to Permit, Matt was Partner and Portfolio Manager at Cheswold Lane Asset Management, LLC, an international equity firm that he co-founded in 2006. Previously, he was a Partner and Portfolio Manager at Chartwell Investment Partners. At Chartwell, he managed U.S. large cap value equity portfolios, including the Chartwell Dividend Income Fund. Earlier, Matt worked at Miller Anderson & Sherrerd as a member of the portfolio management team of the Morgan Stanley Dividend Growth Fund and as a Research Analyst on the Morgan Stanley Institutional Value Trust. Prior experience includes Prudential Investments and Prudential International Investments, UMS Group, and Fidelity Investments.

Education

  • B.A. in Economics, Swarthmore College
  • MBA, The Wharton School at the University of Pennsylvania

Highlights

  • Trustee of the Lower Merion Township Police Pension and Employee Retirement Plans
  • Board member of the Economy League of Greater Philadelphia
  • Board member of the Philadelphia Israeli Chamber of Commerce

Q & A

Q:

What inspired you to pursue your career in financial management?

My first job was at Fidelity Investments when I was in high school. I had a passion for equity investing and understanding how companies invest, grow, and manage their business. I spent 4 summers at Fidelity, working in various positions, including the “chart room” where cutting edge technology (for the time) was used to print out long term charts – things that we take for granted today. That experience led to my early career decisions!

What do you do in your personal life that helps you help your clients?

I have had a passion for non-profit endowment management since I was a teenager. I found the concept of a perpetuity and maintaining real purchasing power of financial assets a tremendous aspiration for any school endowment or community foundation. Perpetuity is a long time and involves many different market environments, yet the success or failure of this investment program will have a profound impact on the organization’s ability to meet their mission goals. Many endowments have had significant failures in far shorter period of time than forever! I serve on an endowment board of a local non-profit as well as the public employee pension plan of my local town.

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