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Matthew Solomon is listed as Director of Investment Research | Multi Asset Portfolio Manager | Head of Investment Manager Search and Selection | Asset Allocation Investment Strategist | Research Anaylst based in United States. AeroLeads shows a work email signal at att.net, phone signal with area code 617, 802, and a matched LinkedIn profile for Matthew Solomon.
Matthew Solomon previously worked as Director of Manager Research at Alpha Portfolio Consultants and Director of Investment Research & Senior Portfolio Manager at Washington Trust Wealth Management. Matthew Solomon holds Mba, Finance - Capital Markets from Questrom School Of Business, Boston University.
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I’m an action oriented investment portfolio manager working with institutional clients and high net worth families to create custom investment portfolios of equities, fixed income, alternative and private investments. From negotiating terms on SMAs, co-invests, secondaries, and structured products to in-depth due diligence of public mutual funds, etfs, and single equities. I bring 15 years of extensive investment research, external investment manager search and selection, and portfolio management experience. Please contact me if you’re looking for an investment person. KEY STRENGTHS:ASSET ALLOCATION➢ Managed decisions for 10 asset allocation models with differing targets for families below $15 million and families/institutions with above $15 million. Models contained equities, fixed income, alternative investments, real assets, and private investments.PORTFOLIO MANAGEMENT➢
Listed skills include Investment Strategies, Fixed Income Products, Derivatives, Fixed Income, and 48 others.
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Greater Boston Area
➢ Director of research, fund search and selection across equity, fixed income, and multi-asset classes. Research focused on MPT, capture ratios, and true correlations.➢ Led portfolio manager servicing UHNW client accounts. Responsible for conveying asset allocation research and product due diligence, along with executing multi-asset portfolio construction and risk reporting.
Greater Boston Area
Director of Investment Research for the $2.6B Weston Financial Group office. ➢ Led investment management research team conducting due diligence of over 150 traditional MFs, ETFs, and private investments across equities, fixed income, and alternative investing.➢ Built multi-asset, multi-manager investment portfolios for high net worth client portfolios with goals including growth, income, and preservation utilizing public and private investments.➢ Innovative in gaining access to Dimensional Funds (DFA) creating new factor based and ESG offerings, bringing in over $150m in client assets, and anchored new HENRY sales offering.➢ Portfolio Manager for New Century Portfolios fund-of-funds (FoF) company making all asset allocation judgment and portfolio construction decisions across four mutual funds.➢ Steered Investment Committee. Collaborated daily with financial advisors CFP and high net worth families to articulate market research, and portfolio construction.
Recruited to Investance's OCIO Investment Advisory Group, a subsector of the global management consultancy.➢ Led OCIO and multi-asset due diligence for traditional and wealth management clients, frequently presenting to Investment Committees, FAs, and high net worth families.➢ Built multi-asset model portfolios for goals ranging from income to aggressive growth.➢ Managed due diligence, including office visits, for over 100 different investment strategies.
➢ Managed the build out of analytical tools to facilitate real time portfolio and risk data.➢ Created multi-asset correlation matrixes and "market shock" scenarios to optimize global asset portfolios.
MBA internship on the global fixed income desk. Responsible for all daily and monthly portfolio analysis needs of the PMs, Sales, Traders, and Compliance staff.
The RIA group services and advises on portfolios ranging in AUM from $200mm to $10B investing in both public and private investments.
• Executed trading strategies for institutional and Hedge Fund clients. Reconciled daily trading and cash activity to ensure proper positions and trader credits.• Created and analyzed monthly and quarterly profit and loss, position, and trade failure reports.
Activities and Societies: • Featured on CNBC’s FAST MONEY & Vice President of the Boston University Finance Club.
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Matthew Solomon is listed as Director of Investment Research | Multi Asset Portfolio Manager | Head of Investment Manager Search and Selection | Asset Allocation Investment Strategist | Research Anaylst.
AeroLeads has found 1 work email signal at @att.net for Matthew Solomon.
AeroLeads has found 5 phone signal(s) with area code 617, 802 for Matthew Solomon.
Matthew Solomon is based in United States.
Matthew Solomon has worked for Alpha Portfolio Consultants, Washington Trust Wealth Management, Investance, Wipro Limited, and State Street Global Advisors.
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Matthew Solomon holds Mba, Finance - Capital Markets from Questrom School Of Business, Boston University.
Matthew Solomon is listed with skills including Investment Strategies, Fixed Income Products, Derivatives, Fixed Income, Equities, Capital Markets, Valuation, and Swaps.
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