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Matt Orton, Cfa Email & Phone Number
Head of Advisory Solutions and Market Strategy; Chief Market Strategist
at
Raymond James Investment Management
1 work email found
@carillontower.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Advisory Solutions and Market Strategy; Chief Market Strategist
Location
Greater Tampa Bay Area, United States, United States
Company size
Who is Matt Orton, Cfa? Overview
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Quick answer
Matt Orton, Cfa is listed as Head of Advisory Solutions and Market Strategy; Chief Market Strategist at Raymond James Investment Management, a company with 175 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at carillontower.com and a matched LinkedIn profile for Matt Orton, Cfa.
Matt Orton, Cfa previously worked as Head of Advisory Solutions & Market Strategy; Chief Market Strategist at Raymond James Investment Management and Vice President at Eagle Asset Management. Matt Orton, Cfa holds Mba, Capital Markets And Asset Management from Cornell Johnson Graduate School Of Management.
Company email context
Email format at Raymond James Investment Management
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*@carillontower.com
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Profile bio
About Matt Orton, Cfa
Senior asset management leader with deep market and product experience. Matt's strong communication skills coupled with his ability to comprehend, translate and act upon market fundamentals and developing news, helps clients to navigate decisions with respect to strategic and tactical asset allocation. Matt brings a unique experience and skillset with a background in volatility and equity derivatives which has provided a foundation for developing investment themes and asset allocation strategies that generate alpha for clients while minimizing risk. Matt's strong investment management background spans working with Goldman Sachs, BNP Paribas and Raymond James Investment Management. He is a frequent speaker on the financial and economic environment and has been featured in the financial media in the U.S., Asia and Europe on Bloomberg, CNBC, Fox Business and Yahoo! Finance, as well as in print media such as Barron's, Bloomberg News, Investments & Pensions Europe and The Wall Street Journal. Matt is also a sought-after speaker on the market and economy at events around the U.S. and world.For disclosure information, visit: https://www.rjinvestmentmanagement.com/our-firm/carillon-social-media-disclosure Carillon Fund Distributors, Inc. Member FINRA
Listed skills include Equities, Portfolio Management, Derivatives, Financial Modeling, and 17 others.
Current workplace
Matt Orton, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James Investment Management
6 roles · 19 years
Matt Orton, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Advisory Solutions & Market Strategy; Chief Market Strategist
Current
Nov 2016 - Present
Vice President
Nov 2016 - Jan 2020
Vice President - Equity Derivatives
- Partner with a wide range of financial institutions to implement listed and OTC equity derivative needs, focusing on generating client-specific content and trade ideas in response to market events and dislocations.
- Served as the primary coverage for asset managers and hedge funds to implement OTC and listed equity and commodity derivative products
- Analyzed market trends and developments to identify profitable trading strategies – systematic and opportunistic – based on emerging dislocations or inefficiencies
- Initiated cross-asset structuring efforts to develop customized portfolio solutions using hybrid options between equities and commodities, credit, FX, and rates
- Led cross-divisional sales efforts to promote the equity derivatives platform of BNP Paribas to institutional clients of the Fixed Income and Prime Brokerage divisions, strengthening key relationships and developing.
- Developed Visual Basic programs to track all client trades and provide the sales team with a mechanism to evaluate trends and growth prospects in certain derivative products
Jul 2011 - Oct 2016
Quantitative Investment Strategies
- Principal Responsibilities:
- Worked across Global Alpha and Global Equity Opportunities funds on volatility research and optimizing portfolio rebalancing
- Analyzed and prepared portfolio characteristics and attribution
- Served as a product expert on QIS investment products and hedge funds to both internal and external clients of the Division andFirm
- Prepared marketing materials, prospect pitch books and portfolio reviews for clients
- Composed market and portfolio commentaries
2007 - 2009
~2 yrs
New Instruments Committee
- Supported the New Instruments Committee (NIC) which analyzed the viability of trading new fixed-income derivatives within Goldman Sachs hedge funds
- Leveraged expertise and resources of the Credit Department’s Sovereign Risk Group to determine market approvals for the Investment Management Division
- Worked closely with NIC to ensure that reputational, financial, operational, regulatory, and legal risks were appropriately addressed
- Developed and enhanced models to properly analyze the emerging market exposure across all Investment Management Division funds supported by NIC
- Spearheaded the development of a new application in conjunction with the Technology Division that decreased turnaround time by 43% and increased the number of instruments reviewed by 50%.
Jun 2008 - Aug 2008
2 education records
Matt Orton, Cfa education
Mba, Capital Markets And Asset Management
Ba, Economics And Political Science
FAQ
Frequently asked questions about Matt Orton, Cfa
Quick answers generated from the profile data available on this page.
What company does Matt Orton, Cfa work for?
Matt Orton, Cfa works for Raymond James Investment Management.
What is Matt Orton, Cfa's role at Raymond James Investment Management?
Matt Orton, Cfa is listed as Head of Advisory Solutions and Market Strategy; Chief Market Strategist at Raymond James Investment Management.
What is Matt Orton, Cfa's email address?
AeroLeads has found 1 work email signal at @carillontower.com for Matt Orton, Cfa at Raymond James Investment Management.
Where is Matt Orton, Cfa based?
Matt Orton, Cfa is based in Greater Tampa Bay Area, United States, United States while working with Raymond James Investment Management.
What companies has Matt Orton, Cfa worked for?
Matt Orton, Cfa has worked for Raymond James Investment Management, Eagle Asset Management, Bnp Paribas, and Goldman Sachs.
How can I contact Matt Orton, Cfa?
You can use AeroLeads to view verified contact signals for Matt Orton, Cfa at Raymond James Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Matt Orton, Cfa attend?
Matt Orton, Cfa holds Mba, Capital Markets And Asset Management from Cornell Johnson Graduate School Of Management.
What skills is Matt Orton, Cfa known for?
Matt Orton, Cfa is listed with skills including Equities, Portfolio Management, Derivatives, Financial Modeling, Hedge Funds, Equity Derivatives, Trading, and Capital Markets.
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