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Matt Underwood, Cfa, Caia Email & Phone Number
Head of Investment Research and Portfolio Management | CCO
at
Global Strategic NextGen OCIO
1 work email found
@gsisus.com
6 phones found area 602, 480, 239, and 919
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Investment Research and Portfolio Management | CCO
Location
Durham, North Carolina, United States
Company size
Who is Matt Underwood, Cfa, Caia? Overview
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Quick answer
Matt Underwood, Cfa, Caia is listed as Head of Investment Research and Portfolio Management | CCO at Global Strategic NextGen OCIO, a company with 6 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at gsisus.com, phone signal with area code 602, 480, 239, 919, and a matched LinkedIn profile for Matt Underwood, Cfa, Caia.
Matt Underwood, Cfa, Caia previously worked as Director of Investments | Head of Research & Portfolio Management at Global Strategic Nextgen Ocio and President, Executive Board Chairman at Cfa Society North Carolina. Matt Underwood, Cfa, Caia holds Master Of Business Administration (Mba), Finance, General from University Of Arizona, Eller College Of Management.
Company email context
Email format at Global Strategic NextGen OCIO
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*@gsisus.com
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AeroLeads found 1 current-domain work email signal for Matt Underwood, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Matt Underwood, Cfa, Caia
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.
Listed skills include Portfolio Management, Mutual Funds, Finance, Financial Analysis, and 37 others.
Current workplace
Matt Underwood, Cfa, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
Global Strategic Nextgen Ocio
8 roles
Matt Underwood, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Director Of Investments | Head Of Research & Portfolio Management
CurrentI 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.
Apr 2019 - Present
President, Executive Board Chairman
CurrentLeadership Roles: President (Elected Term: 2023 - 2025)Vice President (Elected Term: 2022 - 2023)Secretary (Elected Term: 2021 - 2022)Chair, Global Investment Research Challenge (2018 - 2019)
Aug 2018 - Present
Vice President | Portfolio Manager And Strategist
Capital 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.
Aug 2017 - Mar 2019
Sr. Investment Strategist
Chief Investment Staff for RIA based in Raleigh, North Carolina.
Oct 2016 - Aug 2017
Institutional Advisory Services
Investment 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.
Sep 2015 - Oct 2016
Portfolio Analytics & Consulting
Portfolio 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.
Jan 2013 - Dec 2015
Investment Specialist
Licensed (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.
Apr 2011 - Jan 2013
4 education records
Matt Underwood, Cfa, Caia education
Master Of Business Administration (Mba), Finance, General
University Of Arizona, Eller College Of Management
B.I.S., Business, Portuguese
Arizona State University
Associate'S Degree, General Studies
Scottsdale Community College
High School Diploma
Brophy College Preparatory
FAQ
Frequently asked questions about Matt Underwood, Cfa, Caia
Quick answers generated from the profile data available on this page.
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 Global Strategic NextGen OCIO?
Matt Underwood, Cfa, Caia is listed as Head of Investment Research and Portfolio Management | CCO at Global Strategic NextGen OCIO.
What is Matt Underwood, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @gsisus.com for Matt Underwood, Cfa, Caia at Global Strategic NextGen OCIO.
What is Matt Underwood, Cfa, Caia's phone number?
AeroLeads has found 6 phone signal(s) with area code 602, 480, 239, 919 for Matt Underwood, Cfa, Caia at Global Strategic NextGen OCIO.
Where is Matt Underwood, Cfa, Caia based?
Matt Underwood, Cfa, Caia is based in Durham, North Carolina, United States while working with Global Strategic NextGen OCIO.
What companies has Matt Underwood, Cfa, Caia worked for?
Matt Underwood, Cfa, Caia has worked for Global Strategic Nextgen Ocio, Cfa Society North Carolina, Bb&T, Patriot Wealth, and Vanguard.
Who are Matt Underwood, Cfa, Caia's colleagues at Global Strategic NextGen OCIO?
Matt Underwood, Cfa, Caia's colleagues at Global Strategic NextGen OCIO include Ryan Paralejas and Curt Thompson.
How can I contact Matt Underwood, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Matt Underwood, Cfa, Caia at Global Strategic NextGen OCIO, including work email, phone, and LinkedIn data when available.
What schools did Matt Underwood, Cfa, Caia attend?
Matt Underwood, Cfa, Caia holds Master Of Business Administration (Mba), Finance, General from University Of Arizona, Eller College Of Management.
What skills is Matt Underwood, Cfa, Caia known for?
Matt Underwood, Cfa, Caia is listed with skills including Portfolio Management, Mutual Funds, Finance, Financial Analysis, Investment Management, Asset Management, Sales, and Investment Strategies.
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