Matt CFA's Email Addresses & Phone Numbers

Matthew Griffith, CFA has been helping clients manage investment portfolios for over 13 years. While serving as an analyst at Cohen & Steers, Matthew covered the energy, industrial, and technology sectors for the firm’s Large Cap Value product. During his time with the team, Matthew led the development and implementation of the Large Cap Focused Value product....

Matthew Griffith, CFA has been helping clients manage investment portfolios for over 13 years. While serving as an analyst at Cohen & Steers, Matthew covered the energy, industrial, and technology sectors for the firm’s Large Cap Value product. During his time with the team, Matthew led the development and implementation of the Large Cap Focused Value product. He also acted in the capacity of associate portfolio manager for several institutional accounts. Matthew remains active in the broader investment community and presented at VALUEx Vail in both 2014 and 2015.

In addition to his work as an equity analyst, Matthew has experience in virtually all aspects of managing institutional investment portfolios, including asset allocation, alternative investments, manager research, trading, quantitative analysis, operations, and technology. Matthew’s experience comes from investing on behalf of and advising sophisticated investors at Russell Investments, Vulcan Capital, and Fidelity Investments.

Matthew has a B.A. from Boston College in Computer Science and is a CFA Charterholder. He serves on the Board of Trustees of CFA Seattle, and the Board of Trustees, Investment Committee, and Finance Committee at Seattle Preparatory School.Senior Research Analyst @ From 2015 to Present (less than a year) Member Board of Trustees @ From 2014 to Present (1 year) Greater Seattle AreaCommittee Member and Trustee @ Board of Trustees

Member - 2012 to present

Investment Committee

Member - 2006 to present

Chairman - 2009 to present

The investment committee sets investment policy for the endowment and evaluates the performance of its external fund managers.

Finance Committee

Member - 2011 to present From 2006 to Present (9 years) Senior Consulting Analyst @ Provide strategic investment advice to pension, endowment and foundation, and defined contribution clients ranging in size from $1B to more than $20B.

Work directly with clients to develop strategic asset allocation, provide capital markets insight, define investment objectives, improve governance, structure portfolios, and perform manager due diligence. From 2013 to 2015 (2 years) Greater Seattle AreaAnalyst @ Responsible for stock selection in the technology, industrial, and energy sectors for a US large cap value product with approximately $3.5 billion of institutional assets under management. Duties included composing company research reports, building models, and meeting with company management and sell-side analysts.

Presented recommendations to the investment committee including the firm’s CIO.

Led the development of a new strategy consisting of a concentrated version of the US large cap value product, including idea generation, back-testing, development of marketing materials, and presenting to the firm’s new product committee. This effort culminated with the firm approving a seed investment in the strategy.

Interacted regularly with clients, prospects, and internal sales and client service teams.

Performed quantitative analysis on an investment universe of 500+ global securities, including creating a dividend discount model used to value the entire universe and relevant benchmarks. From 2008 to 2013 (5 years) Greater Seattle AreaAssociate @ Performed due diligence on investments and composed recommendations for presentation to the investment committee and owners.

Performed fundamental analysis on a large-cap equity position held in the portfolio, including study of the competitive landscape, business segments, and the creation of financial models. From 2007 to 2008 (1 year) Greater Seattle AreaManager - Business Integration @ Led a global initiative to select a front- and middle-office platform for investment teams with over $25 billion in AUM and over $1 trillion in trading activity annually.

Managed a team linking portfolio managers, traders, quantitative analysts, operations, and technology staff in the design and implementation of proprietary portfolio management and trading applications. From 2005 to 2007 (2 years) Greater Seattle AreaTrading Systems Specialist @ Performed daily trading-related tasks such as processing corporate actions, settlement of equity and fixed income trades, and instructing currency orders.

Developed technology solutions for the portfolio managers and traders in the transition management business. From 2003 to 2005 (2 years) Greater Seattle AreaSystems Associate @ Designed and developed software applications providing customers with real-time stock market data. From 2001 to 2002 (1 year) Greater Boston AreaIntern @ From 1996 to 1997 (1 year) Matt CFA is skilled in: Portfolio Management, Equity Research, Bloomberg, VBA, Microsoft Excel, Product Development, SQL, Technology, Energy, Industrials, Charles River, Media, FactSet, C#