Matt Underwood, Cfa, Caia Email and Phone Number
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Matt Underwood, Cfa, Caia phone numbers
Director of Investments and Head of Research & Portfolio Management for Global Strategic Investment Solutions, the next generation leader of the Outsourced Chief Investment Officer (OCIO) model for institutional asset owners (Nonprofits, Pensions, Healthcare Systems, Family Offices).I am an investment manager and capital markets researcher with over a decade of experience acting in a critical decision-making capacity for institutional clients, financial advisors, and high net worth investors. I walk the line between robust and deep quantitative content expert and thoughtful client relationship executive. My core competencies are portfolio construction, manager due diligence, quantitative methods, performance evaluation, and risk management. I love solving complex problems. I never turn my back to a challenge. Key skills: Manager Due Diligence (public and private markets), Portfolio Construction, Risk Management,Asset Allocation, Tactical Allocation Model Construction, Liability-Driven Investing, ALM, Dynamic/Convex strategy implementation, portfolio and capital markets research, translating complex financial concepts to trustees, senior management, and industry peers. Platform expertise: FactSet, Bloomberg/BQuant, Axioma, BarraOne, Morningstar Direct, RiskFirst PFaroe/FundManager, Zephyr StyleAdvisor/AllocationAdvisor, SunGard InvestorsView/TradeView, FolioDynamix, APX, AddVantage.Coding: Python, R, SQL, VBA, BQL (Bloomberg Query Language), CSLiteProficient in financial data science methods, data cleaning/wrangling/munging, and financial machine learning methods.Professional Education:MBA - Eller College of Management, University of ArizonaChartered Financial Analyst (CFA) CharterholderChartered Alternative Investment Analyst (CAIA) CharterholderCertified Digital Asset Advisor (CDAA) I speak fluent Brazilian Portuguese.
Global Strategic Nextgen Ocio
View- Website:
- gsisus.com
- Employees:
- 6
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Head Of Investment Research And Portfolio Management | CcoGlobal Strategic Nextgen OcioDurham, Nc, Us -
Director Of Investments | Head Of Research & Portfolio ManagementGlobal Strategic Nextgen Ocio Apr 2019 - PresentScottsdale, Az, UsI am co-creator of GSIS's portfolio construction framework. I built the firm's capital market assumptions models, valuation research, dynamic AA signal creation and monitoring, custom quantitative analytics, risk management, and other key attributes of value-added process for our fiduciary institution clients. I am also charged with data vendor relationship management and integration, as well as manager search and oversight of strategies for both public and private markets.Our private markets program is structured as a funnel where a sourcing universe of private equity, credit, real asset, and special situations/opportunistic is constructed. Stages of initial screening, initial diligence, investment case, team structure, peer universe evaluation, performance record, deep diligence (including operational DD and asset owner/consultant references), case construction, investment committee approval and client implementation are typical across all successful opportunities. All selected strategies are monitored regularly by my team and go through periodic re-diligence. -
President, Executive Board ChairmanCfa Society North Carolina Aug 2018 - PresentLeadership Roles: President (Elected Term: 2023 - 2025)Vice President (Elected Term: 2022 - 2023)Secretary (Elected Term: 2021 - 2022)Chair, Global Investment Research Challenge (2018 - 2019) -
Vice President | Portfolio Manager And StrategistBb&T Aug 2017 - Mar 2019Charlotte, Nc, UsCapital markets portfolio manager for BB&T Wealth Division's centralized portfolio management arm. Ran custom multi-asset portfolios using quantitative risk oversight using individual equity and fixed income securities, mutual funds, and ETFs. Also served as a thought leader, presenting portfolio implementation best practices and investment-focused presentations to professional advisors and their clients. -
Sr. Investment StrategistPatriot Wealth Oct 2016 - Aug 2017Raleigh, Nc, UsChief Investment Staff for RIA based in Raleigh, North Carolina. -
Institutional Advisory ServicesVanguard Sep 2015 - Oct 2016Valley Forge, Pa, UsInvestment analyst and asset manager for Vanguard's outsourced CIO offering. Day-to-day portfolio management and implementation for endowment, foundation, pension and corporate asset clients. -
Portfolio Analytics & ConsultingVanguard Jan 2013 - Dec 2015Valley Forge, Pa, UsPortfolio construction subject matter expert for Vanguard's Financial Advisor Services division. Engaged in rigorous analysis of external advisor portfolios. Presented insights and analysis to advisor teams over the phone, in person, and at industry conferences. -
Investment SpecialistVanguard Apr 2011 - Jan 2013Valley Forge, Pa, UsLicensed (7/63) phone representative specialized in helping retail investors understand the philosophy of Vanguard, fill risk questionnaires, select allocations, and products for incoming assets. Aided with all necessary paperwork.
Matt Underwood, Cfa, Caia Skills
Matt Underwood, Cfa, Caia Education Details
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University Of Arizona, Eller College Of ManagementGeneral -
Arizona State UniversityPortuguese -
Scottsdale Community CollegeGeneral Studies -
Brophy College PreparatoryHigh School Diploma
Frequently Asked Questions about Matt Underwood, Cfa, Caia
What company does Matt Underwood, Cfa, Caia work for?
Matt Underwood, Cfa, Caia works for Global Strategic Nextgen Ocio
What is Matt Underwood, Cfa, Caia's role at the current company?
Matt Underwood, Cfa, Caia's current role is Head of Investment Research and Portfolio Management | CCO.
What is Matt Underwood, Cfa, Caia's email address?
Matt Underwood, Cfa, Caia's email address is ma****@****ail.com
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What schools did Matt Underwood, Cfa, Caia attend?
Matt Underwood, Cfa, Caia attended University Of Arizona, Eller College Of Management, Arizona State University, Scottsdale Community College, Brophy College Preparatory.
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Matt Underwood, Cfa, Caia has interest in Kids, Cooking, Medicine, Exercise, Gardening, Investing, Sweepstakes, Home Improvement, Electronics, Reading.
What skills is Matt Underwood, Cfa, Caia known for?
Matt Underwood, Cfa, Caia has skills like Portfolio Management, Mutual Funds, Finance, Financial Analysis, Investment Management, Asset Management, Sales, Investment Strategies, Valuation, Technical Analysis, Relative Value, Momentum Trading.
Who are Matt Underwood, Cfa, Caia's colleagues?
Matt Underwood, Cfa, Caia's colleagues are Curt Thompson, Ryan Paralejas.
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