Matthew Porter, CIMA®
Matthew Porter is a Managing Director and Investment Director with Wealthspire Institutional, where he advises endowments, foundations, and nonprofit organizations in both traditional advisory and OCIO relationships. He works with clients on asset allocation, portfolio construction, investment manager selection, portfolio rebalancing, and investment governance, helping investment committees and boards translate complex investment issues into clear, practical decisions.
Matt also plays an active role in the firm’s investment platform. He is a member of the Investment Committee, Research Forum, and Discretionary Committee, contributing to the research, investment policies, asset allocation frameworks, and manager decisions that support client portfolios.
Matt has focused much of his career on the investment needs of nonprofit institutions. He co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons, 2005) and Nonprofit Asset Management (John Wiley & Sons, 2012).
Prior to joining the firm, Matthew was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. He earned a BS in Finance from the University of Illinois Urbana-Champaign and holds the Certified Investment Management Analyst® (CIMA®) certification through the Investments & Wealth Institute.
Matt serves as a trustee of the Naperville Education Foundation and is a member of the Economic Club of Chicago.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
