Matt Treter, Cfa Email & Phone Number

Managing Director, Product Strategy and Design2011-PresentSupervise and direct BondWave’s strategic direction for its products and services. Oversee decisions about design, functionality, content, and implementation for the various BondWave software products, as well as BondWave’s service-related products such as BondWave Advisors and fixed-income research. Senior Vice President, Portfolio Strategies2008-2011Managed BondWave Advisors, a Registered Investment Advisor within BondWave LLC. Developed and implemented Program Portfolios® and BondAlert®, services which enable financial consultants to create, manage, and monitor individual bond portfolios using a model-based investment strategy. Developed, tested, and implemented model strategies used for Program Portfolios®. Worked with entities ranging from small registered investment advisors to regional and national broker-dealers to implement and utilize BondWave software and services.Senior Vice President, Head of Trading2001-2008Developed a suite of software products used by trust departments and broker-dealers to facilitate bond purchases. Supervised the trading desk at BondWave. Assisted with the product development and testing of portfolio analytic software developed for portfolio managers and retail trading desks.

Maintained municipal bond inventory in support of the Institutional Sales desk. Responsible for the selection and sales of municipal bonds from Unit Investment Trust portfolios. Developed software and procedures to reduce errors and streamline the procedures for both UIT redemptions and institutional sales and trading.