FINANCIAL ADVISOR – NEW YORK-BASED
At Capstone Investment Financial Group, Matthew is responsible for managing diversified investment portfolios on behalf of his clients. Typical investments include U.S. and international equity investments, as well as a variety of fixed income securities and ETF and mutual fund vehicles. Additionally, he manages two investment programs: Capstone’s Equity Income and World Value Allocation portfolios and the Tagmata Value portfolio. He also acts as an investment subadvisor to an outside investment firm.
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 and corporate finance, 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, a Columbia professor 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 mergers & acquisitions 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 in Value Investing and his 20+ year career as a senior level Investment Banker turned Asset Manager, Matthew brings a unique perspective to investing. Capstone is fortunate to have a professional with his depth of knowledge and skills on its team.