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Matthew Annenberg, Cfa Email & Phone Number
Chief Financial and Operating Officer
at
The Packer Collegiate Institute
1 work email found
@k2advisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial and Operating Officer
Location
New York, United States
Who is Matthew Annenberg, Cfa? Overview
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Quick answer
Matthew Annenberg, Cfa is listed as Chief Financial and Operating Officer at The Packer Collegiate Institute, based in New York, United States. AeroLeads shows a work email signal at k2advisors.com and a matched LinkedIn profile for Matthew Annenberg, Cfa.
Matthew Annenberg, Cfa previously worked as Investment Committee Member at Bates College and Treasurer Board of Directors at Economic Hardship Reporting Project. Matthew Annenberg, Cfa holds Bachelor Of Arts - Ba, Economics from Harvard University.
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*@k2advisors.com
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Profile bio
About Matthew Annenberg, Cfa
Dedicated leader with track record of innovative investment solutions and extensive experience in non-profit governance. End-to-end responsibility for tailored multi-asset portfolios, including the determination of client needs; portfolio construction; legal framework; fund structuring; collateral materials; performance management and reporting. Non-profit board service provides insight into organizational challenges and opportunities, first-hand understanding of the key relationships between boards and staff, and experience in strategic planning, budgeting and risk management. Passion for helping institutions achieve their mission. Fosters the alignment of external and internal stakeholders and emphasizes clear, concise communications in the pursuit of successful outcomes. KEY SKILLSCustomized Asset Allocation/Outsourced Chief Investment Officer (OCIO)/ Due Diligence/Portfolio Management/Risk Management/Budget Scenario Analysis/Currency Hedging/Fund Structuring/Wealth Management/Original Client Content/Long-term Strategic Planning/Governance Best Practices
Listed skills include Hedge Funds, Fx Options, Fixed Income, Foreign Exchange, and 14 others.
Current workplace
Matthew Annenberg, Cfa's current company
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14 roles
Matthew Annenberg, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Financial And Operating Officer
Current
Jul 2023 - Present
Investment Committee Member
Current
Sep 2022 - Present
Treasurer Board Of Directors
CurrentFocus on financial oversight and governance for EHRP, whose mission is to support "journalists who are themselves financially on the edge and can speak from their own experience." Supported media includes narrative features, photo essays and documentaries that put a human face on financial instability (economichardship.org).
Jan 2023 - Present
Senior Advisor
Provided expertise and content around asset allocation, due diligence, investor outcomes and business management to wealth-focused technology firm.
Jan 2022 - Apr 2023
Managing Director
Provided end-to-end asset allocation solutions/Outsourced Chief Investment Officer (OCIO) services to clients globally, including product selection, portfolio construction, investment and risk management. Created tailored sub-advisory opportunities on behalf of Principal in outcome-oriented, multi-asset products. Developed strategic partnerships, seeking 100% alignment and shared success with clients, as they increased the breadth of their franchise by distributing Principal sub-advised products and content to their investors.Served as Portfolio Manager on mandates including US Lifetime target-date funds, customized target-risk funds for global clients in Europe, the Middle East, and LATAM. Drove development of analytics capabilities and macro content across the asset allocation team, with responsibility for analyst teams in Iowa and India.
Apr 2012 - Nov 2021
Co-Chairperson, Board Of Trustees
Served in a variety of Board leadership roles over sixteen years of service. Board co-Chair (2011-2019): Provided oversight for multiple sub-committees, guided the overall direction of the Board. Emphasis on financial governance. Extensive role as Friends Seminary undertook major building project/expansion and reached milestone legal agreement of separate incorporation and property settlement with the local Quaker Meeting. Upon successful completion of separate incorporation of Friends Seminary, undertook full review of governance documents, in coordination with internal and external counsel. Finance Committee Chair (2010-2019): Worked closely with administrative team to develop and deliver annual Board recommendations around tuition, financial aid budget, endowment spend and target admission rate. Engaged in financial planning and risk analysis around building expansion, rental agreements, and capital structure. Participated in and signed two debt re-financings. Investment Committee Member/Chair (2003-2019): Initiated and completed OCIO of endowment funds, including redraft of Investment Policy Statement, inclusion of Quaker values, due diligence on OCIO providers, and strategic selection of asset classes. Committee responsibility included the 403(b) plan for faculty and staff as well as operating cash, restricted funds and permanent endowment.Strategic Planning Committee co-Chair (2014-2015): Led exercise which typically takes place on a five-year cycle. Analyzed extensive data from community survey, met with administrators and faculty, made recommendations on diversity, class scheduling, space needs, faculty enrichment, local and global community engagement.
Aug 2003 - Aug 2019
Treasurer Board Of Directors
Fundraising and financial oversight for new Opera incubator and production company.
Jan 2012 - Jan 2016
Managing Director
Primary responsibility for Managed Currency Fund-of-Hedge Funds product which transferred from ABN AMRO Bank to K2. Conducted due diligence on underlying currency and macro hedge funds, constructed and managed portfolios, marketed to clients in the US. Introduced currency hedge funds as a diversifying sub-allocation within the K2 flagship blended products.
Feb 2009 - Mar 2012
Managing Director, Financial Markets Advisory, Na
Originated, hired and led team devoted to advisory and analytics approach for Corporate and Financial Institution clients in the US. Worked closely with relationship bankers, traders and distribution teams to best leverage the Bank in a highly competitive marketplace. Developed analytics techniques to tie together ABN's origination and trading businesses. Launched and led global FX Analytics Team, focused on capital introduction on behalf of currency and macro managers as well as the creation of Managed Currency Fund-of-Funds for European clients.
Feb 2002 - Jan 2009
Portfolio Manager, Citi Asset Management
Developed and managed currency overlay strategies for institutional and private clients. Responsible for active currency calls on global fixed income products. Member of Citibank International Capital Management Unit, responsible for the capital hedging of overseas branches through the forward currency markets.
Mar 1996 - Jul 2001
Forward Fx Desk Head Trader
Responsibility for Forward FX/FRA desk, as well as Management Associates program for the FX team.
Apr 1992 - Mar 1996
Foreign Exchange Trader (Tokai Bank Limited)
Apr 1991 - Mar 1992
Fx Trader (Chemical Bank)
Sep 1987 - Mar 1991
2 education records
Matthew Annenberg, Cfa education
Bachelor Of Arts - Ba, Economics
Harvard University
Education record
Stuyvesant High School
FAQ
Frequently asked questions about Matthew Annenberg, Cfa
Quick answers generated from the profile data available on this page.
What company does Matthew Annenberg, Cfa work for?
Matthew Annenberg, Cfa works for The Packer Collegiate Institute.
What is Matthew Annenberg, Cfa's role at The Packer Collegiate Institute?
Matthew Annenberg, Cfa is listed as Chief Financial and Operating Officer at The Packer Collegiate Institute.
What is Matthew Annenberg, Cfa's email address?
AeroLeads has found 1 work email signal at @k2advisors.com for Matthew Annenberg, Cfa at The Packer Collegiate Institute.
Where is Matthew Annenberg, Cfa based?
Matthew Annenberg, Cfa is based in New York, United States while working with The Packer Collegiate Institute.
What companies has Matthew Annenberg, Cfa worked for?
Matthew Annenberg, Cfa has worked for The Packer Collegiate Institute, Bates College, Economic Hardship Reporting Project, Banneret Wealth Tech Ventures, and Principal Global Investors.
How can I contact Matthew Annenberg, Cfa?
You can use AeroLeads to view verified contact signals for Matthew Annenberg, Cfa at The Packer Collegiate Institute, including work email, phone, and LinkedIn data when available.
What schools did Matthew Annenberg, Cfa attend?
Matthew Annenberg, Cfa holds Bachelor Of Arts - Ba, Economics from Harvard University.
What skills is Matthew Annenberg, Cfa known for?
Matthew Annenberg, Cfa is listed with skills including Hedge Funds, Fx Options, Fixed Income, Foreign Exchange, Global Macro, Trading, Asset Allocation, and Derivatives.
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