Matt Middleton, Cfa, Caia

Matt Middleton, Cfa, Caia Email and Phone Number

Investment & Portfolio Manager
Matt Middleton, Cfa, Caia's Location
Washington DC-Baltimore Area, United States, United States
About Matt Middleton, Cfa, Caia

An inquisitive and insightful Senior Investment Professional with 10+ years of successful experience managing non-profit and family investment portfolios. Oversees portfolios and advises clients on asset allocation, portfolio construction and manager selection across all asset classes (equities, fixed income, hedge funds, private equity, venture capital, private credit, real assets). Utilizes leadership, ingenuity, and technical and analytical skills to drive measurable and impactful outcomes. Consults, collaborates and communicates effectively with clients, team members, and investment managers. Performs independent research and analysis and develops and implements strategic plans to achieve desired results. Ensures enhanced client relationships and the development and growth of the investment office.

Matt Middleton, Cfa, Caia's Current Company Details

Investment & Portfolio Manager
Matt Middleton, Cfa, Caia Work Experience Details
  • Mangham Associates, Inc.
    Managing Director
    Mangham Associates, Inc. Jun 2019 - Oct 2023
    Charlottesville, Virginia, Us
    • Member of the firm's Investment Committee and Leadership Team. • Led investment research efforts across all public and private asset classes. • Maintained investment pipeline and oversaw evaluation and due diligence of each manager’s investment strategy, process, team and organization, performance, and risks.• Structure and rebalance investment vehicles to produce sustainable alpha/ value-add and optimized risk/ returns. • Supervise, train, and develop team members providing knowledge, resources, and support.
    View
  • Mangham Associates, Inc.
    Director
    Mangham Associates, Inc. Jun 2017 - Jun 2019
    Charlottesville, Virginia, Us
    • Managed endowment and family client engagements totaling $1 Billion+ portfolio assets. • Implemented ESG/ Impact investing investments and scorecards for clients. • Enhanced portfolio analytics and reporting to provide additional exposure and valuation analytics to support improved decision-making.
    View
  • Mangham Associates, Inc.
    Vice President
    Mangham Associates, Inc. Jun 2016 - Jun 2017
    Charlottesville, Virginia, Us
    • Primary client responsibility including managing onboarding, client communications, client meetings, new investments, etc. • Performed extensive research and due diligence on prospective public and private investments. • Generate investment ideas through research, network, referrals and quantitative screening.
    View
  • U.S. Securities And Exchange Commission
    Senior Examiner
    U.S. Securities And Exchange Commission Jul 2013 - Jun 2016
    Washington, Dc, Us
    • Oversaw U.S. Securities & Exchange Commission credit rating assessment, compliance, and reporting initiatives. • Evaluated U.S. and foreign credit rating agencies’ policies, procedures and standards ensuring regulatory compliance.
    View
  • Lerner Family Office
    Portfolio Manager
    Lerner Family Office Apr 2009 - Jul 2013
    • Invested endowment model-style investment portfolio at Fortune 500 company founders’ family office. • Managed equities, direct and indirect private equity, venture capital, hedge fund, real estate, and other investments. Completed successful direct equity and real estate investments including both equity and credit investments.
  • Samsung Gsg (Global Strategy Group)
    Global Stretegist And Project Leader
    Samsung Gsg (Global Strategy Group) Mar 2007 - Mar 2009
    Seoul, Seoul, Kr
    • Oversaw consulting engagements, advising Samsung senior management on major financial and strategic issues.
    View
  • Sullivan & Cromwell Llp
    Associate Attorney
    Sullivan & Cromwell Llp Sep 2002 - Feb 2007
    Manhattan, Nyc, Us
    • Represented clients in connection with various public and private securities offerings including equity, debt, and structured product transactions and public and private mergers and acquisitions, partnerships, and joint venture transactions.
    View

Matt Middleton, Cfa, Caia Education Details

  • Columbia University - Graduate School Of Business
    Columbia University - Graduate School Of Business
    Finance
  • Columbia Law School
    Columbia Law School
    Law
  • University Of Virginia
    University Of Virginia
    Economics

Frequently Asked Questions about Matt Middleton, Cfa, Caia

What is Matt Middleton, Cfa, Caia's role at the current company?

Matt Middleton, Cfa, Caia's current role is Investment & Portfolio Manager.

What schools did Matt Middleton, Cfa, Caia attend?

Matt Middleton, Cfa, Caia attended Columbia University - Graduate School Of Business, Columbia Law School, University Of Virginia.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.