Matthew Levy, CFA

www.linkedin.com/in/matthewlevycfa Matthew Levy has extensive investment management experience including securities analysis, both fundamental and technical, new issue analysis & syndication, portfolio research, trading, and back-testing. Matthew is a CFA® charterholder, holds a Bachelor of Science in Economics with a Finance & Business option, was a registered Portfolio Manager, and a Securities Retail Supervisor. Currently working as a freelance financial copywriter and consultant, providing valuable content and advice for a network of financial advisors, fintech companies, mutual fund and hedge fund managers, among others. This includes financial copywriting, financial modeling, pitchbooks, business plans, and SEO-based marketing pieces. • Conducted investment research, analysis & advising, to over $600 million in cumulative client assets, both retail and institutional • Formal training and in-depth knowledge of ethics, quantitative analysis, corporate finance, financial reporting • Extensive experience with top down and bottom up public company analysis • Conducted New Issue Analysis • Conducts back-testing analyses to existing and recommended asset allocations • Extensive trading experience in both fixed income and equity securities • Formal training in options & derivatives as well as personal manage