Matthew Gensler is a Senior Managing Director and Chief Investment Strategist at Capstone Investment Financial Group. Matthew is responsible for managing diversified investment portfolios on behalf of his clients, with typical investments including U.S. and international equity investments, as well as a variety of fixed income securities and ETF and mutual fund vehicles. He also maintains two additional programs: Capstone’s Equity Income Program and the Tagmata Value Program.
Matthew received his MBA from Columbia University’s Business School, graduating with Beta Gamma Sigma honors. He is a Magna Cum Laude graduate of Brown University.
Throughout his 30-year career in investment management, Matthew has utilized a conservative, value-oriented approach in the administration of client assets. Matthew’s early professional training at Columbia University’s Business School was heavily influenced by the value investing and “margin of safety” philosophy introduced by Benjamin Graham, an economist and professional investor best known as Warren Buffet’s teacher and mentor.
Prior to joining Capstone, Matthew was the Senior Managing Director and Chief Investment Strategist of Coastal Investment Advisors in Wilmington, Delaware. Before assuming his position at Coastal, he was a senior executive of the asset management company, Ravenswood Capital Group. He previously operated as Managing Director and Portfolio Manager at New York-based asset management company, A.R. Schmeidler & Co., and served as a member of the firm’s Investment Committee.
Matthew has held senior level positions at Deloitte & Touché, Hill Thompson Capital Markets, and HSBC, one of the largest banks in the world. His time with HSBC earned him significant international experience as head of the Mergers and Acquisitions (M&A) Department.
Drawing from his education on Ben Graham and Value Investing and from his 20+ year career as a senior level Investment Banker turned Asset Manager, Matthew brings a unique perspective to investing and Capstone is lucky to have such a seasoned mind on its team.